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Publish a cockpit on InSite (Old method, Local)

You publish a cockpit on InSite using a general integration page (old method)

To achieve this, you need to include the ‘PublishAnalysis’ macro in each analysis to be published. Using this macro, the analysis is published as a web page.

You can also run this macro automatically using the AFAS command line utility. This means that you can perform an analysis automatically each night and save it as a web page. In the InSite menu, include a general integration page that refers to the web page. If a user views the integration page, the cockpit is displayed.

Remarks and conditions

  • The PublishAnalysis macro is present in the analysis to be published.
  • If in Microsoft Excel you have applied conditional formatting of the 'Icon Sets' type, this formatting will not be shown in the published analysis. You should therefore use a different type of conditional formatting.
  • Microsoft Excel must have been installed on the application server on which you execute the command line.
  • The command line can only be executed by logging on to the server in Windows and then locking the machine (Windows key + L). In Microsoft Excel, it is generally not possible to perform this action ‘unattended’.

Add the ‘PublishAnalysis’ macro to an analysis

The PublishAnalysis macro keeps an analysis as a web page. You must add this macro to all the analyses you want to publish as web pages.

Note: 

The name PublishAnalysis is mandatory.

Add macro to analysis (Microsoft Excel 2007/2010):

  1. Go to: General / Output / Management / Analysis.
  2. Open the analysis.
  3. Click on: Design.

    The analysis is opened in Microsoft Excel.

  4. Go to: 'View / Macros / Record macro'.

  5. Enter the name 'PublishAnalysis' :

    App_Analyses en cockpits publiceren - PublishAnalysis - Name

  6. Click on: OK.
  7. Go to: 'Save as / Other formats'.

  8. Select 'Web page' under 'Save as'.
  9. Click on: 'Publish'.
  10. Set the correct location for saving the web page. This is a location on the server that must be accessed using the virtual map (see below).
  11. Select the check box for ‘Automatic republishing’ so that this workbook is saved.
  12. Click on: 'Publish'.
  13. Go to: 'View / Macros / Stop recording'.
  14. Exit Microsoft Excel and save the analysis.

Include a cockpit in the InSite menu

You include an analysis in the InSite menu. The menu option is a link to a web page (this is the published analysis).

To add a page type:

  1. Go to: General / In & OutSite / Page type.
  2. Click on the action: New integration type.
  3. Enter the descriptions.
  4. Empty the fields Public integration key and Secret integration key.

    Note:

    If these fields are filled then you cannot open the analysis in InSite.

  5. Click on: Finish.

You activate the new page type in each site where you want to use it.

To activate a page type:

  1. Go to: General / In & OutSite / Site.
  2. Open the properties of the site.
  3. Go to the tab: Page types.
  4. Select the page type check box for displaying integration pages.
  5. Click on: OK.

    The website gets the status Publishing. You can see this in the view. You can only proceed with the next step if the website is published completely. Refresh the view using F5 so that you can check the status.

To login on InSite:

  1. Start InSite.
  2. Login as Site manager.

To add a menu item with a linked page:

  1. Click on: New, at the place where you want to insert the menu item.

    App_Analyses en cockpits publiceren - InSite inrichten - menukeuze toevoegen

  2. Enter the description.
  3. Click on: Next.
  4. Select the integration page type that you have added for publishing analyses.
  5. Click on: Next.
  6. Enter the URL of the analysis in Integration URL.

    The menu item is added.

  7. Click the menu item of the analysis to display it.

Add a virtual directory

You publish the analyses in an environment dependent folder on the server.

To make the analyses accessible via InSite, you have to add a virtual directory in IIS. The virtual directory should refer to the physical path in which the analyses are located. Do not place the virtual directory under the InSite in the hierarchy. Use a separate site or virtual directory instead.

Example:

You can have the configuration in this example set up by your system administrator.

You publish analyses of the EnYoi environment to the following physical path:

ProgramData\Profit\AFAS Data\Environments\EnYoi

In IIS add the virtual folder ‘Cockpits’ to the server on which you publish the analysis. This virtual folder refers to the physical path.

You publish an analysis to 'Fin_data.htm' in the physical folder ProgramData\Profit\AFAS Data\Environments\EnYoi.

You open this analysis using 'http://localhost/cockpits/fin_data.htm' or 'www.enyoi.nl/cockpits/fin_data.htm'.

Schedule a cockpit for publication on InSite

You schedule the publication of a cockpit so that the days and times when it is done are fixed.

This can be done in one of two ways. You schedule tasks in Profit and perform them via the queue, or alternatively, you use the Command Line Utility to publish analyses.

See also

Process

Cockpits

Work area

dat