Migrate analyses to cockpit pages (InSite + AFAS Online)
If you display cockpits on an InSite or OutSite site using a general integration page, you can migrate to cockpit pages. To accomplish this, you include other code in the macro, instead of the 'PublishAnalysis' macro.
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To do this, perform the following steps:
Explanation:
- Assign rights to administrators
AFAS creates a new location for publishing the cockpits.
- You change every analysis that you want to publish on InSite.
Old analyses contain the 'PublishAnalysis' macro. For publishing to AFAS Online you need two modules. These contain the required functions, including the 'PublishAnalysis' function.
- Per analysis, you add a cockpit page in InSite.
- You schedule the publication of the analysis.
Note:
The old analyses remain available after the migration.
If you want to include an analysis in InSite via a cockpit page, the page must be published using the new method. You can never use a cockpit page to refer to an analysis that has been published using the old method.
Differences between the old and new method
The table below shows the differences between the approach of both methods and the data you need.
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Cockpit page (new method) |
General integration page |
Setup |
Special page type exclusively intended for analyses. In the site, you add a menu item that refers to an analysis. |
General page type that can be used for multiple purposes. In the site, you add a menu item that refers to a URL (HTM file).
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Location of the URL |
N/a (you link the analysis to the site and are finished) |
The menu item must refer to a URL. In the below examples, 'O12345AA' is the subfolder of the environment. O12345AA is the name of the environment, which starts with the letter 'O'. If you use Profit authentication:
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Location (backoffice) |
The macro functions for publishing automatically determine the correct location. As a customer, you do not need to concern yourself with this. |
\\filer2\afas2\cockpits\O12345AA\ |
Macro/function in the analysis |
Two modules with functions, including the 'PublishAnalysis' function. |
'PublishAnalysis' function The analysis contains the 'PublishAnalysis' macro. This macro includes the URL where the analysis is to be published. For example: \\filer2\afas2\cockpits\O12345AA\Managementinfo.htm |
Old analyses contain the 'Publishanalysis' macro. If you switch to the new method, you must replace the macro with new code.
To edit an analysis:
- Go to:Profit Windows.
- Go to:
- General / Output / Management / Analysis (all analyses)
- CRM / Output / Management / Analysis
- Financial / Output / Management / Analysis
- Fiscal / Output / Management / Analysis
- HR / Output / Management / HRM analysis
- HR / Output / Management / Payroll analysis
- Order Management / Output / Management / Analysis
- Double-click on the analysis.
- Click on: Next.
- Click on: Finish.
- Start InSite.
- Click on: Communication Center.
- Open the analysis.
To rename the old macro:
The analysis contains an old 'PublishAnalysis' macro, while the sample code contains a 'Publishanalysis' function.
- Go to the tab: ‘Image.
- Go to: 'Macros / ‘Display macros'.
- Select the 'PublishAnalysis' macro.
- Click on: 'Bewerken'.
- Change the name of the macro to 'PublishanalysisBUILD1()'.
- Insert a couple of new lines above the macro.
- Follow the procedure described in Macro and function for publishing an analysis as a web page (AFAS Online).
Points of attention:
- In this procedure, you have to download code for module 1, which you paste above the old 'PublishanalysisBUILD1()' macro.
- You paste the code for module 2 in 'module2'.
- You then adjust the new sample code. If you are not sure about some things, such as the name of the worksheet or the cell range, look for them in the old 'PublishanalysisBUILD1()' macro.
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