Publish a cockpit (analysis) on InSite

You use cockpits to make the analyses accessible from InSite. To accomplish this, analyses must be run daily or a few times per day automatically and saved as a web page. In InSite, you define a menu item that refers to the generated analysis. Authorisation applies to this.

You can only publish analyses that you have created yourself. These can be copies of the analyses supplied with Profit. You cannot publish the supplied analyses on InSite.

Content

Description

You use an integration page to include an analysis in an InSite or OutSite site. You can use two types of integration pages:

  • General integration page (old method)
  • Cockpit page (new method, from Build 2).

Follow the diagram and click on the appropriate method.

Note:

From InSite, you can only access the main page of an analysis. If the analysis consists of multiple HTM files, the main page must contain hyperlinks to the other HTM files.

Extended analyses, such as the occupancy overview, consist of multiple pages. For the new publishing method, you need to change these extended analyses so that the main page of each analysis contains hyperlinks to the other htm files. It is therefore important to choose a good moment to move from the old method to the new method.

Procedure
  • Publish a cockpit on InSite (AFAS Online)

    You want to automatically publish a cockpit every day. For this purpose, you use a macro that is automatically run every day (or with another regularity). When the macro is run, it writes the web files. In InSite, you define a menu option that refers to the web files. This way, authorised users can view the analysis using InSite.

  • Publish a cockpit on InSite (local installation)

    You publish an analysis as a web page. You include this page in InSite, so your employees can view the analysis using InSite (analysis maintenance is always done in Profit Windows). You have to configure the entire publication process yourself.

  • Publish a cockpit on InSite (old method, local installation)