Transcript Slide 1

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
• 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
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Agenda
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The Insperity Story
The Info Assist Application
Deployment Strategy
Managing Your Data
How do you arrange Info Assist
Info Assist Live
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What is InfoAssist?
InfoAssist is the latest innovation for ad-hoc business
intelligence reporting for the business user.
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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.
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Demonstration
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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
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Managing Data
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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.
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What are Hold Files?
• Commands
– Hold
– Savb
– Save
– Holdmast
• Formats
– Focus
– Others
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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)
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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
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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
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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 comapp edassistfile
APP HOLDDATA comapp loa_policy
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Master
Hold
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How do you build Hold Files?
• Existing Data
– Understand data
– One to Many
– Many to One
– Match Command
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InfoAssist Live
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In Summary
• Keep it simple
• Less is more – Start small
• Know your data
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