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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., the admin user) performs this action.

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titleCXO-Cockpit Print Server - How should I configure it

In order to configure CXO-Cockpit Print Server 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 Print Server.

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 Print Server 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" />

 

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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

...

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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 to the standard or Value Tree Home Page - you can set any report of your preference as the Home Page report.

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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

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titleHow does CXO-Cockpit coordinate with the process management from HFM

CXO-Cockpit coordinates with process management in HFM in the following way: if the HFM user account that extracts the data from HFM is only allowed to retrieve data that has the appropriate submission level, then only the data that reached that milestone is copied into CXO. By adding a batch process, we can then automate that the data is automatically copied after reaching that milestone*.*

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titleHow do I configure CXO-Cockpit to use the Active Directory to authorize the users

CXO-Cockpit can authorize users using Active Directory Domain Accounts for login. This article explains here how you can do this.

Each domain user needs to be registered in the CXO-Cockpit application. For an existing application you will need to setup an initial domain user in the Cockpit before switching to domain authentication:

1) Add Domain User to the “Maintain Users” list (Note: The”User ID” column should contain the user’s domain account name and the “Location” column should be filled with the “fully qualified” domain name:

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2) Configure the CXO-Cockpit and CXO-Viewer Websites, and the Design Studio to use Domain Authentication. Modify the .config file for these applications and in the “appSettings” section, change the “Authentication Provider” key so that the “value” is “MSAD”:

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3) The “Maintain Users” list should now appear differently, reflecting the information required to register a domain user(Note: The “Location” column has now changed and is the “Domain” column). When adding new users the “Domain” column will now invoke a popup contain a list of possible domains:

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4) If the Domain (or Domains) does not appear in the Login page, then you have to add the Domains manually in the Domains Filter of the .config files:

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You can enter multiple domains. Use ; as a separator.

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titleHow do I configure CXO-Cockpit to use the LDAP to authorize the users

CXO-Cockpit can authorize users using LDAP (Lightweight Directory Access Protocol)Domain Accounts for login. This article explains here how you can do this.

Each domain user needs to be registered in the CXO-Cockpit application. For an existing application you will need to setup an initial domain user in the Cockpit before switching to domain authentication:

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titleHow do I Upload an Image to Use in a Browser Control

Within the CXO-Cockpit website you can upload HTML content or images that can be used on a browser control of a Free Format Template or a Website Template.

In order to do this follow this steps:

  1. Go to a CXO-Cockpit HTML Upload Report, choose the generated PNG file and upload it.
  2. The CXO-Cockpit encrypts the name in the URL bar of the report, copy this new URL.
  3. Use this URL for the URL parameter of the website control.
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titleHow to change the website timeout limit

Lowering the website timeout limit reduces the total memory used by the server. Inactive user sessions will be cleared quicker which will reduce the total number of active sessions.

Follow these steps to change session timeout to e.g. 20 minutes:

  • Open Web.config of the cockpit web site, usually c:\Inetpub\wwwroot\CXOCockpit\Web.config
  • Change attribute “configuration/system.web/sessionState[timeout]" to 20:

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  • Change attribute “configuration/system.web/authentication/formstimeout” to 20:

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  • Open CXO Cockpit Design Studio
  • Change “WebsiteTimeout” in Application Settings to 20 for all applications you have:

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  • Change Idle timeout in advanced settings of IIS Application Pool "CXOCockpit":

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