Versions Compared

Version Old Version 20 New Version 21
Changes made by

Andy Heller (Deactivated)

Andy Heller (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Expand
titleCalculated Members - What to do if I cannot find my calculated member in the Viewer

For performance reasons, CXO-Viewer caches meta-data on dimensions. This cache should be refreshed as soon as meta-data has been changed. A refresh of the cache can be forced by putting the string “&refresh=true” at the end of the url.

For example:

 

http://Myserver/CXOViewer/ViewerLogin.aspx?ViewerId=ab5c9880-1bfe-4e8.......nC2PTlzq&refresh=true

 

This is a one time action and it is even sufficient that one user (e.g., an Administrator) performs this action.

Expand
titleCXO-Cockpit Export Service - How should I configure it

In order to configure CXO-Cockpit Export Service you need to go to the folder where it is installed and open the file called CXO.Cockpit.WindowsServices.StoryBoardGenerator.exe.config.

Applications

First you need to specify which applications should be handled by the current instance of the CXO-Cockpit Export Service.

Find a section called ConnectionStrings and add new applications. Keep in mind that the <clear /> statement should stay in there. Te easiest way to find an appropriate connection string for you application is to copy it from the Web.config file of your website.

Finally the ConnectionString section should look like this:

 

<connectionStrings>
  <clear />
  <add name="GAPConnectionString_prod" connectionString="Data Source=SQLSERVERINSTANCE;Initial Catalog=cxo_repository_prod;Integrated Security=False;user=SQLUSER;password=ENCRYPTEDSQLPASSWORD" />
</connectionStrings>

 

 

Navigate through the file and find a section called appSettings. It is not recommended to change all of this settings but you probably need to change the following:Configuration

  • FileStoreLocation - the folder where the CXO-Cockpit Export Service will store all generated files
  • CXOViewerUrl - the URL of the CXO-Viewer in your current setup
  • RenderingEngine - the rendering engine which will be used for creating an export. Can be IE (Internet Explorer) or FF (Firefox)

In most of the cases the following configuration will work:

 

<add key="FileStoreLocation" value="C:\Program Files\CXO Solutions\CXO-Cockpit\Storyboard Export Service\files\" />
<add key="CXOViewerUrl" value="http://localhost/CXOViewer/" />
<add key="RenderingEngine" value="FF" />

 

 {Expand

Expand
titleFinancial Statement - How can I manage the breakdown dimensions in the report

CXO-Cockpit is closely integrated with your source system and retrieves from your source system which analytical dimensions have a relation to the selected account.

You would normally see no analytical dimensions that have no relation with the selected account.

In order to open the report with the most relevant analytical dimension you can set the ´Default Breakdown Dimension´ parameter.

As of 4.3.2 release there is an option to display Account breakdown in Member Detail Control of the Financial Statement report. If Account dimension is one of the report breakdown dimensions, the sub-accounts of the selected account will be displayed according to their hierarchy in the right bottom pane of the report:

See Also

Financial Statement Template

...

Expand
titleHow can I set a different Home Page

A Home Page Report is linked to a User Group. You can set the Home Page in the Groups & Security menu. The menu button can be found in the Security and Navigation Ribbon.

As of release 5.0 the choice of the Home Page is not limitted limited to the standard or Value Tree Home Page - you can set any report of your preference choice as the Home Page report.

Expand
titleHow can I update the license key

You need to renew the license key in case:

  • The key expired
  • You company bought more users, or other connectors, etc.

In case you have issues with the license key contact the CXO-Cockpit support desk.

To renew the license key take the following steps:

  • Login to the CXO Cockpit Server Configuration Tool
  • Open the License Key Tab
  • In the licence Key Tab - paste the new license key in the "License key" field
  • Press the Save button at the top of the page

The Panel will then show the details provided by the new license key, including valid until date , numbers of users and valid backend connectors

...