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InfoAssist Deployment Cookbook

InfoAssist Deployment Cookbook. August 2011. Presenters: John Sheridan, Manager of Business Technology & Development Georgina McLaughlin, Senior Business Technology Analyst. Expectations: What will you Learn. Best practices for deploying Info Assist

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InfoAssist Deployment Cookbook

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  1. InfoAssistDeploymentCookbook August 2011 Presenters: John Sheridan, Manager of Business Technology & Development Georgina McLaughlin, Senior Business Technology Analyst

  2. Expectations: What will you Learn • Best practices for deploying Info Assist • What is a hold file, the benefits using them, and how to build them. • What is InfoAssist and how to apply it to a specific business need. • Demonstration of a live application

  3. Agenda • The Insperity Story • The Info Assist Application • Deployment Strategy • Managing Your Data • How do you arrange Info Assist • Info Assist Live

  4. What is InfoAssist? InfoAssistis the latest innovation for ad-hoc business intelligence reporting for the business user.

  5. Features of InfoAssist • Use of an interactive WYSIWYG to easily customize in a development environment. • Ad-hoc reporting in a single client, thin client environment. No software to install. • Generate highly complex reports, charts, and documents from any information source. • Ability to publish and share documents. • Single click technology where conversion from report to chart or chart to report is made easy. • Analyze multiple charts and graphs simultaneously. • Data output in multiple formats • You can visit the IBI website for detailed information.

  6. Demonstration

  7. Deployment Strategy • Targeted Deployment • Business unit specific • Data specific • InfoASSIST tailored to Business • Part of an overall self service strategy • Canned reports • Dynamic reports • Parameterized Reports

  8. Managing Data

  9. What are Hold Files? • Sequential data source that contains the results of a report request. • May have a corresponding HOLD Master. • The extension for a HOLD file is .ftm unless the FORMAT is specified. • If a Master File is created, it has the same name as the extract file, with the extension .mas.

  10. What are Hold Files? • Commands • Hold • Savb • Save • Holdmast • Formats • Focus • Others

  11. What are Hold Files? • Hold file structures • Flat or single segment • Multi-segment • FORMAT FOCUS option with HOLD • Creates data file • Creates master file • User specified directory (comapp)

  12. Why Use Hold Files? • Efficiency • Developing applications • Production applications against large files • Production applications with multiple matches • End user reporting • Easy to use reporting files • Mask complexities from end users

  13. How do you build Hold Files? • Syntax • ON TABLE HOLD [AS filename] FORMAT FOCUS [INDEX field1 field2 ...] • HOLD is the default name • Overwrites previous file • 4 is maximum index fields

  14. How do you build Hold Files? • File location commands • APP designates directory (comapp) • APP HOLD – Data and Master • APP HOLDDATA – Data file only • APP HOLDMETA – Master only APP HOLD comappedassistfile APP HOLDDATA comapploa_policy

  15. Master Hold

  16. How do you build Hold Files? • Existing Data • Understand data • One to Many • Many to One • Match Command

  17. InfoAssistLive

  18. In Summary • Keep it simple • Less is more – Start small • Know your data

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