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256 articlesHow do I configure DataPA to use my business application's own username and password for access security?
Applicable Versions: All DataPA can be configured to allow or deny connections to the AppServer based on an existing business applications security, removing the need to maintain user lists in two places. When using connection security, the following occurs when DataPA attempts to connect to an…
Read article →Administration › Client AdministrationHow do I configure the client applications to connect to my Enterprise Server
Applicable Versions: 5.00.0000 and above To configure the client applications to connect to a DataPA Enterprise service to retrieve the analytics engine, follow these steps; Ensure DataPA Enterprise is installed on a computer that the computer your client applications are installed on has…
Read article →Administration › Server AdministrationHow do I configure the Enterprise Service to use HTTPS/ SSL?
see The Enterprise web portal does not receive live updates such as published dashboards and alerts.
Read article →Administration › Server AdministrationHow do I configure the security settings of a DataPA client from the server, based on the user's username?
Applicable Versions: 2.01.0152 and above Security settings that determine whether or not users can change systems, links and subjects are critical if the security of the business application is to be maintained. To ensure these settings are maintained as designed, regardless of the client…
Read article →Administration › InstallationHow do I create a logfile of the DataPA installation?
A logfile of the DataPA installation which can be used to troubleshoot any installation issues can be created by creating a registry entry. Disclaimer: PLEASE NOTE that amending the Registry can cause serious problems that may require reinstallation of your operating system. Use the following…
Read article →End Users › TutorialsHow do I create and use calculated columns in the Enterprise Dashboard?
Applicable Versions: 4.00.0137 onwards Calculated columns allow you to manipulate the data returned by a query to suit your requirements for a dashboard. Once created a calculated column can be used throughout the dashboard in exactly the same way as any column. The video below gives an example…
Read article →Developers › DevelopmentHow do I create an open API query?
Applicable Versions: 6.00.0016 and above An open API query allows you to create your own bespoke assemblies to gather data from anywhere. For example, consider the scenario where I want to use current currency exchange rates in my dashboard. This article on codeproject gives code on how pull…
Read article →Administration › Server AdministrationHow do I create a subject that imports data from a CSV file?
Applicable Versions: 2.01.0152 Onwards NB. Version 6.00.0000 and above introduced queries that can import data from a file (including CSV files), offering a simpler import mechanism. This article uses business logic functions. For more information on creating business logic functions, see "Can I…
Read article →End Users › GeneralHow do I create drill down reports?
Applicable Versions: 3.00.0040 onwards Drill down reports allow you to display detailed information in child reports that are visible by clicking on hyperlink fields in a parent report. The video below shows an example of how to create and use a drill down report.
Read article →Administration › Server AdministrationHow do I distribute different setups (Systems, Lookups, Links and Subjects) to different users?
Applicable Versions: 2.01.0152 and above Often you may wish to control which queries and reports users can create and open by limiting the subjects available through the setup files. This means it is common to want different setup data available for different users. The DataLocation determines…
Read article →End Users › GeneralHow do I enter a new serial number and license code into DataPA Enterprise if one has already been entered?
Applicable Versions: 3.00.0073 to 3.05.0074 The license details for DataPA Enterprise are written to an XML file. The default location for these files are as follows: For Windows XP / Windows Server 2003 or below: C:\Documents and Settings\All Users\Application Data\DataPA\Licence.xml For…
Read article →End Users › GeneralHow do I export from grids on an iPad or other tablet?
See How do I access the data grid right-click menu on an iPad or other tablet?
Read article →End Users › GeneralHow do I filter data in a dashboard based on a user or Group?
Applicable Versions: 5.50.0034 onwards To apply a User or Group filter you set up a column (data or calculated) that contains data that matches the user or group. Then apply a filter on to objects matching the column to the user or group. In this example there are groups for EU, US and Rest of…
Read article →Administration › SetupHow do I find the application data folders used by DataPA OpenAnalytics
Applicable Versions: 3.00.0001 Onwards DataPA OpenAnalytics uses two folders to store information on the local machine. For user specific information, DataPA OpenAnalytics uses the Roaming User Profile application data folder. For system wide information, DataPA OpenAnalytics uses the Common…
Read article →Developers › DevelopmentHow do I manage the DataPA Application object in my application to reduce the calls to the server and improve performance
Applicable Versions: 2.01.0152 and above When the application object is created it runs through an initialisation routine. Depending on your configuration, this routine may involve several AppServer calls and as such can be costly in terms of performance if repeated unnecessarily. As such, it is…
Read article →Developers › DevelopmentHow do I pass login credentials to an embedded Dashboard using autoLogin?
Applicable to version 6.00.0210 and upwards. The most secure way to pass credentials when viewing a dashboard embedded in your application, is to pass an authorisation token. This token is short-lived, and does not expose any login credentials. First, make an HTTP POST request to…
Read article →Developers › DevelopmentHow do I prevent DataPA OpenAnalytics showing the automatic update screen when it is embedded in our software?
Applicable Versions: 4.05.0001 Onwards If you have embedded DataPA OpenAnalytics components into your application, it is likely you will wish to control when updates are applied and prevent the automatic update screen showing when DataPA issues an update for the software. Rather than having to…
Read article →End Users › GeneralHow do I refresh the parameter query? If I add a new record to a lookup on the system, I need to refresh in dashboard drop down parameter?
There are two options that are available to you. The first is to set the lookup to not cache data on the client. This is set on the Options Tab of the Lookup See http://datapa.com/help/lookupwizard___lookup_options.htm for more information The second option is to manually set the Lookups to…
Read article →Administration › InstallationHow do I remove my DataPA Add-In in Microsoft Excel?
After DataPA has been uninstalled (or when you have upgraded to DataPA Version 6.0) you might still receive errors in Excel due to the fact that Excel is still trying loading the DataPA Excel Add-In. To resolve this each user in Excel who is receiving these error needs to follow the steps below:…
Read article →Administration › Server AdministrationHow do I run DataPA Enterprise on an alternative port to the default port 80?
See How do I change the port on which the DataPA web portal runs?
Read article →Administration › Server AdministrationHow do I run DataPA Enterprise Service on an alternative port to the default port 80?
Applicable versions: 6.0 Version 6.0 has introduced new measures to secure communications to the DataPA Enterprise Service, and as a result, the means of configuring an alternative port for the Enterprise Service has changed from previous versions. First, if you are currently using a DataPA…
Read article →Administration › SetupHow do I set up the condition to link a Business Logic Subject with a parameter as a child of a multi-level query?
Applicable Versions: All Ensure that the Business Logic Subject's parameter is set to Mandatory and enter data in the "Prompt user for a parameter value" section. Take note of the Required Value Name. In the example below this would be "Enter Department". When setting up the Query Condition for…
Read article →Administration › Server AdministrationHow do I store my setup centrally on the server rather than on each client?
Applicable Versions: 4.05.0001 and above If you have a DataPA Enterprise license, each client machine can use the server as the repository for the setup. This ensures all users are using the same setup files, allows a centralized security policy and allows published content to be managed from…
Read article →Developers › DevelopmentHow do I to change the Enterprise Server Settings through a Progress program.
Applicable Versions: 5.00.0050 onwards The ServerSecurity settings, data is stored in a file on disk in the ProgramData folder on the server. We have an example program that stops the DataPA Enterprise Service, opens this file from disk, makes some changes before restarting the service. The…
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