infor myday administrator role userguide

7/29/2019 Infor MyDay Administrator Role UserGuide

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Administrator Role User Guide

Infor MyDay


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Copyright 2009 Infor

All rights reserved.The word and design marks set forth herein are trademarks and/or registered trademarks

of Infor and/or its affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are theproperty of their respective owners.

Important NoticesThe material contained in this publication (including any supplementary information) constitutes andcontains confidential and proprietary information of Infor.

By gaining access to the attached, you acknowledge and agree that the material (including anymodification, translation or adaptation of the material) and all copyright, trade secrets and all otherright, title and interest therein, are the sole property of Infor and that you shall not gain right, title orinterest in the material (including any modification, translation or adaptation of the material) by virtueof your review thereof other than the non-exclusive right to use the material solely in connection withand the furtherance of your license and use of software made available to your company from Infor

pursuant to a separate agreement (Purpose).In addition, by accessing the enclosed material, you acknowledge and agree that you are required tomaintain such material in strict confidence and that your use of such material is limited to the Purposedescribed above.

Although Infor has taken due care to ensure that the material included in this publication is accurateand complete, Infor cannot warrant that the information contained in this publication is complete, doesnot contain typographical or other errors, or will meet your specific requirements. As such, Infor doesnot assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage toany person or entity which is caused by or relates to errors or omissions in this publication (includingany supplementary information), whether such errors or omissions result from negligence, accident orany other cause.

Trademark AcknowledgementsAll other company, product, trade or service names referenced may be registered trademarks ortrademarks of their respective owners.

Publication InformationVersion 1.0 January 2009

Infor MyDay Administrator Role User Guide

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Contents

Contacting Infor..........................................................................................5

MyDay overview...........................................................................................................................7

Intended audience.....................................................................................................................................7

Navigation.................................................................................................................................................7

MyDay access..............................................................................................................................9

Signing in..................................................................................................................................................9

Signing out................................................................................................................................................9

Session timeouts.......................................................................................................................................9

Accounting entities..................................................................................................................................10

Setting accounting entities...................................................................................................................10

MyDay Content..........................................................................................................................11

Creating new metric content...................................................................................................................11

Editing metric content..............................................................................................................................12

Duplicating metric content.......................................................................................................................13

Deleting metric content...........................................................................................................................14

Metric Configuration................................................................................................................................14

Defining metric content sources..........................................................................................................14

Defining metric content presentation...................................................................................................15

Creating new drillback links.................................................................................................................20

Assigning roles for viewing metric content...........................................................................................21

Report Configuration...............................................................................................................................21

Viewing report content details.............................................................................................................21

Assigning roles for viewing report content...........................................................................................21

MyDay Setup..............................................................................................................................23

Creating new MyDay pages....................................................................................................................23

Adding MyDay Content........................................................................................................................24

Defining content display settings.........................................................................................................24


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Defining content layout........................................................................................................................25

Editing MyDay pages..............................................................................................................................25

Duplicating MyDay pages........................................................................................................................26

Deleting MyDay pages............................................................................................................................26

Views..........................................................................................................................................27

Creating new drillback views...................................................................................................................27

Editing drillback views.............................................................................................................................28

Duplicating drillback views......................................................................................................................29

Deleting drillback views...........................................................................................................................30

Deployments..............................................................................................................................31

Adding deployment applications..............................................................................................................31

Editing deployment applications..............................................................................................................31

Deleting deployment applications............................................................................................................32


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Contacting Infor

If you have questions about Infor products, go to Infor365 Online Support at http://www.infor365.com.If you do not have an Infor365 account, click Register now and complete the registration.You willreceive a log-on ID and password within 24 hours.

When you access Infor365, you have these options:

To access Infor knowledge bases, incidents, documentation, software downloads, and communitydiscussion forums, click one of the links on the top menu of the home page.

To add an incident, select one of these options from the Incidents menu:

Add Product Incident - Specify your product, version, and other details, so that your incidentreport is sent directly to the support group.

Add General Information Request - Use this option for all other requests.

To find the Customer Support telephone number for your region, click Contact Infor in the top rightcorner of the home page, specify a product name, and click Search.

If you have comments about Infor documentation, contact [email protected].


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http://www.infor365.com/mailto:[email protected]:[email protected]://www.infor365.com/


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MyDay overview

MyDay delivers role-specific predefined metrics and reports for key decision making roles in your organization.MyDay content is designed to address the unique needs and requirements of specific roles within your

organization by providing an up-to-the-minute snapshot of key performance indicators for your business,increasing the overall productivity and effectiveness of the organization.

Each MyDay page represents a day in the life of an individual based on their role and provides a portal-likeview of metrics and reports in an easy-to-read format with colorful charts, graphs, and icons. From their

MyDay pages, users have visibility into everything that is important to their roles on a daily basis. Users canpersonalize their MyDay pages to highlight preferred content, define parameters to focus on critical conditions,

and rearrange modules.

For example, a Production Planner can use workload hyperlinks to access screens where work related to

purchase, distribution, and production orders can be executed immediately.

Infor developed the content for each role according to established user-centered design techniques with

extensive research into the specific requirements for each role. MyDay supports Infors mission to improvethe user experience by providing every user with easy access to all the information and tools they need.

MyDay pages are developed using Infors SOA-based Component Framework.This modern application

architecture delivers business control and information management capabilities common across Inforsolutions and extensible to non-Infor solutions. For more information, see the Infor SOA Overview Guide.

Administrators set up and configure MyDay pages. Once MyDay pages are established, non-administratorusers can personalize their MyDay pages.

Before using MyDay, ensure that your system meets the MyDay system requirements as described in theInfor MyDay Installation Guide.

Related topics"MyDay access" on page 9

"MyDay Content" on page 11

"MyDay Setup" on page 23

"Views" on page 27

"Deployments" on page 31

Intended audienceThis information is intended for MyDay users assigned to the Administrator role and describes the MyDaypage administrator tasks. For more information on MyDay user roles, see the MyDay Content Help and the

Infor MyDay User Guide.

Navigation

MyDay navigation includes these options:


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DescriptionButton

Link to Infor's main web page.Infor logo

Display the page or menu for the component.Component name

Sign out of the application.Sign Out

Change application settings.

Settings

Display Help on the current page.

Help

Display current software version.About

Drill down into details.


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MyDay access

Before using the MyDay application, ensure that you have the "Data Administrator" role permission requiredas described in the Infor MyDay Installation Guide.

Tasks"Signing in" on page 9

"Signing out" on page 9

Related topics"Session timeouts" on page 9

"Accounting entities" on page 10

Signing in

Before signing in to the MyDay application be sure that the application has been started by a systemadministrator. To sign in to MyDay:

1. Obtain the host name and port number from the system administrator who installed the MyDay application.

2. In your Web browser go to the MyDay URL at http://[host name]:[port number]/homePageAdmin, where[hostname] is the name of the machine where the Infor MyDay application is installed and [port number]

is the HTTP port number of the Apache Tomcat application.

3. On the sign-in page enter your user ID and password.

4. Click Sign In.The MyDay page displays.

Signing out

To sign out of MyDay, click Sign Out in the top right corner of the MyDay page.

Session timeoutsMyDay sessions time out after a session has been inactive for a time period defined by your systemadministrator. If your session times out you will receive the error message "For your protection, your session

has been timed out due to inactivity.You will have to sign in again." In this case close the browser windowand sign in again as described in "Signing in" on page 9.


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Accounting entitiesAccounting entities specify separate financial units in an organization or company. All data is assigned to

an accounting entity for accounting purposes to track the value of every asset, product, item, and transaction.Accounting entities are created in Infor Security.Your primary accounting entity displays in the top right of

the MyDay page.

Accounting entities are created in Infor Security by a security administrator. Once accounting entities arecreated, they must be added to the Accounting Entities Code list in the Infor Public MDM application. For

more information, see the Infor MyDay Installation Guide.

Note that your accounting entity should be set to "Unassigned" when creating or editing metric content and

MyDay pages in the Administrator role.

Tasks"Setting accounting entities" on page 10

Setting accounting entities

To set an accounting entity:

1. Click the accounting entity name in the top right corner of the MyDay page.

The Select window displays with a list of all accounting entities available to you.

2. Select the accounting entity.

3. Click OK.


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MyDay Content

To access the MyDay Content page, select MyDay Content.The MyDay Content page includes a list of all existing MyDay content. Each content item displays in aseparate row with basic information. On MyDay pages this content displays in small windows known as"modules." Modules consist of various information, including:

Metrics: Metrics display key performance indicators or important business measurements in chart format.

Column, bar, line, area, pie, or gauge charts can be used to present specific business information suchas monthly, quarterly, and year-to-date revenue and expense comparisons. From a metric, you can drill

down to the summary or detail level data used to create the chart. Metrics display in multiple moduleson MyDay pages, one metric per module.

Reports: Page-based reports format and present business or system data where complex multi-level

formatting is required. For example, open order reports that show both order header and detail, or multisiteinventory reports. Reports may include charts and diagrams as well as summary and detail level data.

Reports display on MyDay pages in a single module called the Reports Module.

From the MyDay Content page, you can view, maintain, import, and export MyDay content.

Tasks"Creating new metric content" on page 11

"Editing metric content" on page 12

"Duplicating metric content" on page 13

"Deleting metric content" on page 14

Related topics"Metric Configuration" on page 14

"Report Configuration" on page 21

Creating new metric content

Note that your accounting entity should be set to "Unassigned" when creating metric content. For moreinformation, see "Accounting entities" on page 10. To create new metric content:

1. Access the MyDay Content page by selecting MyDay Content.

A list of existing metric content displays.

2. Click New.

The Metric Configuration (New) page displays.

3. Enter the basic metric content information:

Metric ID is the unique identifier for the metric content.This identifier can not containspecial characters.This value is only used for administrator reference.

Metric ID

Metric Name is the unique name that displays in the metric module on theend-users MyDay page.

Metric Name


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Metric Description is a brief description of the metric content.Metric Description

Content Group is the lookup grouping of the metric by type.This groupingenables quick searching when assigning metrics to MyDay pages. Note that

Content Group

this field is not editable. The content group is automatically set based on the

value you select for the Information Export Service as described in "Definingmetric content sources" on page 14.

4. Define the data source of the metric content as described in "Defining metric content sources" on page14.

5. Define the presentation of the metric content as described in "Defining metric content presentation" onpage 15.

6. Map metrics to source systems (drillback links) as described in "Creating new drillback links" on page20.

7. Assign roles that are permitted to view the metric content as described in "Assigning roles for viewingmetric content" on page 21.

8. To preview the metric, click Preview.

The preview chart displays in the Preview window.

9. To submit all changes and return to the main list page, click Submit and Back to List. To submit allchanges and create additional items, click Submit and Create New.

Editing metric content

To edit existing metric content:

1. Access the MyDay Content page by selecting MyDay Content.A list of existing metric content displays.

2. Click Details next to the metric to edit.The Metric Configuration page displays.


Metric ID is the unique identifier for the metric content.This identifier can not containspecial characters.This value is only used for administrator reference. Note that this

field is not editable.

Metric ID

Metric Name is the unique name that displays in the metric module on the

end-users MyDay page.

Metric Name


Content Group is the lookup grouping of the metric by type.This grouping

enables quick searching when assigning metrics to MyDay pages. Note that

Content Group

this field is not editable. The content group is automatically set based on thevalue you select for the Information Export Service as described in "Defining

metric content sources" on page 14.

4. Optionally edit the data source of the metric content as described in "Defining metric content sources"

on page 14.


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5. Optionally edit the presentation of the metric content as described in "Defining metric content presentation"on page 15.

6. Optionally edit the drillback links of the metric content as described in "Creating new drillback links" onpage 20.

7. Optionally edit the roles that are permitted to view the metric content as described in "Assigning rolesfor viewing metric content" on page 21.

8. To preview the metric, click Preview.The preview chart displays in the Preview window.


Duplicating metric content

To duplicate existing metric content:


2. Select the metric content to duplicate.

3. Click Duplicate.

The Metric Configuration page displays.


Metric ID is the unique identifier for the metric content.This identifier can not contain

special characters.This value is only used for administrator reference. Note that thisfield is not editable.

Metric ID

Metric Name is the unique name that displays in the metric module on theend-users MyDay page.

Metric Name


Content Group is the lookup grouping of the metric by type.This groupingenables quick searching when assigning metrics to MyDay pages. Note that

Content Group

this field is not editable. The content group is automatically set based on the

value you select for the Information Export Service as described in "Definingmetric content sources" on page 14.

5. Optionally edit the data source of the metric content as described in "Defining metric content sources"on page 14.

6. Optionally edit the presentation of the metric content as described in "Defining metric content presentation"

on page 15.7. Optionally edit the drillback links of the metric content as described in "Creating new drillback links" on

page 20.

8. Optionally edit the roles that are permitted to view the metric content as described in "Assigning rolesfor viewing metric content" on page 21.

9. To preview the metric, click Preview.The preview chart displays in the Preview window.


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Deleting metric content

To delete metric content:


2. Select the metric content to delete.To delete multiple items hold down the CTRL key.

3. Click Delete.

Metric ConfigurationTo access the Metric Configuration page select MyDay Content and click New or click Details next to ametric content.

From the Metric Configuration (New) or Metric Configuration edit page you can view and maintain metriccontent, create drillback links to associate the content with source systems, and assign the MyDay roles

that are allowed to view the content.

Tasks"Defining metric content sources" on page 14

"Defining metric content presentation" on page 15

"Creating new drillback links" on page 20"Assigning roles for viewing metric content" on page 21

Defining metric content sources

Metric content data sources specify the information services used to retrieve the metric data.To definemetric content sources:

1. Access the Metric Configuration (New) or Metric Configuration edit page by selecting MyDay Content

and clicking New or clicking Details next to a metric content.

2. Click the Data tab.

3. Complete your changes:

Information Export Service is used to retrieve information from BIS. Clickthe Lookup icon to search for a service from a list of all available information

export services.

Information Export Service

Name is the display name of the information export service. Note that this

field is not editable.

Name

The available options for filtering the data returned from the service display as additional fields. These

filters and their default values are defined as part of the Export Service definition in the BIS.


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4. Complete the additional fields. For some date fields date shortcuts are available. For more informationsee "Date shortcuts for Between - Inclusive Operator" on page 15.


Date shortcuts for Between - Inclusive Operator

Definitions for date shortcuts used with the Between-Inclusive operator include:

Today selects all records with the current date.

Yesterday selects all records for the prior day.

Tomorrow selects all records for the next day.

Last x Days selects records with the current day plus a prior number of days specified by x.

Next x Days selects records with the current day plus the next number of days specified by x.

Week selects records with the current week; on 6/17/08 this would display records from 6/15/08 to

6/21/08.

Week-to-date selects records for the current week up to the current day.

Last x Weeks selects records with the current week plus a prior number of weeks specified by x.

Next x Weeks selects records with the current week plus the next number of weeks specified by x.

Month selects records for the current month as defined in the financial calendar.

Month-to-date selects records for the current month up to the current day.

Last x Months selects records with the current month plus a prior number of months specified by x.

Next x Months selects records with the current month plus the next number of months specified by x.

Quarter selects records for the current quarter as defined in the financial calendar.

Quarter-to-date selects records for the current quar ter up to the current day.

Last x Quarter selects records with the current quarter plus a prior number of quarters specified by x.

Next x Quarter selects records with the current quarter plus the next number of quarters specified byx.

Year will select records for the current year as defined in the financial calendar.

Last x Year selects records with the current year plus a prior number of quarters specified by x.

Next x Year selects records with the current year plus the next number of years specified by x.

Year-to-date selects records for the current year up to the current day.

Defining metric content presentation

Metric content presentation specifies the types of charts for metric content display and maps datacolumns from the information export service to elements in the presented chart.To define metric contentpresentation:

1. Access the Metric Configuration (New) or Metric Configuration edit page by selecting MyDay Content

and clicking New or clicking Details next to a metric content.

2. Click the Presentation tab.

3. Select the type of chart in the dropdown field.The options for the char t type display.

4. Complete the options fields for the chart:

"Column chart" on page 16

"Stacked column chart" on page 16


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"Bar chart" on page 17

"Stacked bar chart" on page 18

"Line chart" on page 18

"Area chart" on page 19

"Pie chart " on page 19

"Gauge chart" on page 20


Column chart

The column chart fields include:

Specifies the data column of the Information Export Service that is used to

define the horizontal axis categories of the chart.

Horizontal Axis (Category)

Indicates the column of the Information Export Service that can be used for

identifying the different series (if there are multiple series) in the chart. When

Horizontal Axis Grouping

this column is used for identifying the series only one data column can be

selected. If the data regarding series is represented as multiple columns, thevalue for this field must be set to "None."

Determines how the categories in the chart are sorted:Sort By

"Labels" sorts by the category labels.

"Values" sorts by the values of the first series.

Specifies one or more data columns of the Information Export Service that is

used for the column series. Note that multiple columns can be selected andde-selected using the CTRL key.

Data in Columns (Series)

Label for the vertical axis in the column chart.Vertical Axis LabelSpecifies the range of data values in the column series. The default selection

is "Automatic" which ensures that the minimum and maximum values in thecolumn series are included in the chart.

Vertical Axis Range

Specifies the scale of the values in the column series. Some of the allowedscales are:

Vertical Axis Scale

Hundreds

Thousands

Millions

Billions

Stacked column chart

The stacked column chart fields include:

Specifies the data column of the Information Export Service that is used todefine the horizontal axis categories of the column chart.

Horizontal Axis (Category)

Specifies whether values display as absolute values or percentages.Render as %


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Specifies one or more data columns of the Information Export Service thatis used for the column series. If more than one data column is specified, thecolumns are stacked for each category.

Data in Columns (Series)

Label for the vertical axis in the column chart.Vertical Axis Label

Specifies the range of data values in the column series.The default selection

is Automatic which ensures that the minimum and maximum values in thecolumn series are included in the chart.

Vertical Axis Range


Vertical Axis Scale

Hundreds

Thousands

Millions

Billions

Bar chart

The bar chart fields include:

Specifies the data column of the Information Export Service that is used to

define the vertical axis categories of the bar chart.

Vertical Axis (Categories)


identifying the different series (if there are multiple series) in the chart.When



selected. If the data regarding series is represented as multiple columns, the

value for this field must be set to "None."




Specifies one or more data columns of the Information Export Service thatis used for the bar series.

Columns in Bars (Series)

Label for the horizontal axis in the column chart.Horizontal Axis Label

Specifies the range of data values in the column series.The default selection

is "Automatic" which ensures that the minimum and maximum values in thecolumn series are included in the chart.

Horizontal Axis Range


Horizontal Axis Scale

Hundreds

Thousands

Millions

Billions


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Stacked bar chart

The stacked bar chart fields include:

Specifies the data column of the Information Export Service that is used

to define the vertical axis categories of the bar chart.

Vertical Axis (Categories)

Specifies whether values display as absolute values or percentages.Render as %




Specifies one or more data columns of the Information Export Service thatis used for the bar series.

Data in Stacks (Series)

Label for the horizontal axis in the column chart.Horizontal Axis Label

Specifies the range of data values in the column series. The default

selection is "Automatic" which ensures that the minimum and maximum

values in the column series are included in the chart.

Horizontal Axis Range

Specifies the scale of the values in the column series. Some of the allowed

scales are:

Horizontal Axis Scale

Hundreds

Thousands

Millions

Billions

Line chart

The line chart fields include:

Specifies the data column of the Information Export Service that is used todefine the horizontal axis categories of the line chart.

Horizontal Axis (Categories)


identifying the different series (if there are multiple series) in the chart.When


this column is used for identifying the series only one data column can beselected. If the data regarding series is represented as multiple columns, the

value for this field must be set to "None."




Specifies one or more data columns of the Information Export Service that isused for the line series.Data in Lines (Series)

Label for the vertical axis in the line chart.Vertical Axis Label

Specifies the range of data values in the line series. The default selection is

"Automatic" which ensures that the minimum and maximum values in the lineseries are included in the chart.

Vertical Axis Range


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Specifies the scale of the values in the line series. Some of the allowed scalesare:

Vertical Axis Scale

Hundreds

Thousands

Millions Billions

Area chart

The area chart fields include:

Specifies the data column of the Information Export Service that is used todefine the horizontal axis categories of the area chart.

Horizontal Axis (Categories)

Indicates the column of the Information Export Service that can be used foridentifying the different series (if there are multiple series) in the chart.When



selected. If the data regarding series is represented as multiple columns, thevalue for this field must be set to "None."




Specifies one or more data columns of the Information Export Service that is

used for the area series.

Data in Area (Series)

Label for the vertical axis in the area chart.Vertical Axis Label

Specifies the range of data values in the area series.The default selection is"Automatic" which ensures that the minimum and maximum values in the

area series are included in the chart.

Vertical Axis Range

Specifies the scale of the values in the area series. Some of the allowed

scales are:

Vertical Axis Scale

Hundreds

Thousands

Millions

Billions

Pie chart

The pie chart fields include:

Specifies the data column of the Information Export Service that is used to definethe pieces of the pie chart.

Pie Pieces (Categories)




Specifies one data column of the Information Export Service that is used for thevalues of the pieces in the pie chart.

Values


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Specifies whether the values of the pies are shown as absolute values orpercentages.

Pie Piece Labels

Specifies the scale of the values in the pie series. Some of the allowed scalesare:

Scale

Hundreds Thousands

Millions

Billions

Gauge chart

The gauge chart fields include:




Specifies the minimum and maximum value for the first interval in the gaugechart.

Gauges Lowest Interval

Specifies the minimum and maximum values for the second interval in thegauge chart. The minimum value of the second interval is derived from the

maximum value of the first interval.

Gauges Middle Interval

Specifies the minimum and maximum values for the third interval in the

gauge chart. The minimum value of the third interval is derived from themaximum value of the second interval.

Gauges Highest Interval

Specifies the color to be used for the lowest interval on the gauge. If lowvalues are positive and high values are negative select green. If high values

are positive and low values are negative select red.

Gauge's Lowest Interval Color

Specifies the color to be used for the middle interval on the gauge.Gauge's Middle Interval color

Specifies the color to be used for the highest interval on the Gauge. If acolor is selected that has already been used for a prior level, the system

will automatically change the prior level to avoid duplicating a value.

Gauge's Highest IntervalColor

Creating new drillback links

Drillback links associate MyDay metric information with source systems. A source system is an Inforproduct such as ERP, CRM, or EAM. To create new drillback links:

1. Access the Metric Configuration (New) or Metric Configuration edit page by selecting MyDay Contentand clicking New or clicking Details next to a metric content.

2. Click the Links tab.


Name Users Will See for the Link is the unique name of the drillbacklink. This name is used as the display name in MyDay.

Name Users Will See for theLink

View to Use for the Link is the drillback view to be associated with thelink. For more information on drillback views see "Views" on page27.

View to Use for the Link


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4. Click OK.


Assigning roles for viewing metric content

Assigning roles to metric content specifies the users that are permitted to view the content.To assignroles to metric content:

1. Access the Metric Configuration (New) or Metric Configuration edit page by selecting MyDay Contentand clicking New or clicking Details next to a metric content.

2. Click the Roles tab.

3. From the Available Roles list select a role.

To select more than one role, hold down the CTRL key.

4. Click the right arrow to add the role or roles to the Roles Who Can View This Content list.

5. Add all roles authorized to this content.

6. To submit all changes and return to the main list page, click Submit and Back to List. To submit all

changes and create additional items, click Submit and Create New.Note that to remove roles assigned to the content, select the role in the Roles Who Can View This Content

list and click the left arrow.

Report ConfigurationTo access the Report Configuration page select MyDay Content, select Report in the dropdown field, andclick Details next to a MyDay report.

From the Report Configuration page you can view report content details and assign the MyDay roles thatare allowed to view the content.

Tasks"Viewing report content details" on page 21

"Assigning roles for viewing report content" on page 21

Viewing report content details

Report content details include basic information about a report. To view report content details:

1. Access the MyDay Content page for reports by selecting MyDay Content and selecting Report in the

dropdown field.

2. Click Details next to a MyDay report.The Report Configuration page displays with the report details. Note that report details cannot be edited.

Assigning roles for viewing report content

Assigning roles to report content specifies the users that are permitted to view the content. To assignroles to report content:


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1. Access the MyDay Content page for reports by selecting MyDay Content and selecting Report in thedropdown field.

2. Click Details next to a MyDay report.The Report Configuration page displays with the report details.

3. From the Available Roles list select a role.To select more than one role, hold down the CTRL key.

4. Click the right arrow to add the role or roles to the Roles Who Can View This Content list.

5. Add all roles authorized to this content.


changes and create additional items, click Submit and Create New.Note that to remove roles assigned to the content, select the role in the Roles Who Can View This Contentlist and click the left arrow.


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MyDay Setup

To access the MyDay Setup page, select MyDay Setup.The MyDay Setup page includes a list of all existing MyDay pages. Each MyDay page displays in a separaterow with basic information. MyDay pages include the default MyDay content and display settings availableto end users. From the MyDay Setup page, you can view and maintain MyDay pages.

Tasks"Creating new MyDay pages" on page 23

"Editing MyDay pages" on page 25

"Duplicating MyDay pages" on page 26

"Deleting MyDay pages" on page 26

Creating new MyDay pages

Note that your accounting entity should be set to "Unassigned" when creating MyDay pages. For moreinformation, see "Accounting entities" on page 10. To create a new MyDay page:

1. Access the MyDay Setup page by selecting MyDay Setup.

A list of existing MyDay pages displays.

2. Click New.

The MyDay Setup (New) page displays.


Name is the unique name for the MyDay page.NameRoles is the MyDay role assigned to the MyDay page. Click the Lookup icon to selecta role. Only roles not currently associated with MyDay pages are listed. Note that

only one role can be assigned to a MyDay page.

Roles

When the role is selected the MyDay content available to be viewed by that role displays in the bottom

panel on the page. To sort the available content, click on a column header. For instance, to sort bycontent description, click on the column head "Description."

4. Optionally add content to the MyDay page as described in "Adding MyDay Content" on page 24.

5. Optionally remove content from the MyDay page by selecting the content and clicking Remove. Note

that removing content from a MyDay page does not delete the content, it simply removes the associationof the content to the MyDay page.

6. Set up the display settings of the content on the MyDay page as described in "Defining content displaysettings" on page 24.

7. Set up the layout of the content on the MyDay page as described in "Defining content layout" on page25.



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Adding MyDay Content

To add MyDay content:

1. Access the MyDay Setup (New) or MyDay Setup edit page by selecting MyDay Setup and clicking Newor clicking Details next to a MyDay page.

2. For new MyDay pages, in the Roles field click the Lookup icon to select a role.

Only roles not currently associated with MyDay pages are listed. Note that only one role can be assignedto a MyDay page.When the role is selected the MyDay content available to be viewed by that role displays

in the bottom panel on the page. To sort the available content, click on a column header. For instance,to sort by content description, click on the column head "Description."

3. Click Add.

4. Select Add Metric or Add Report.

The Add Content window displays.

5. Select the content.

The content is added to the list. To search for content, enter the content name and click the Search icon.

6. Repeat steps 3-5 until all the MyDay content is added.


Defining content display settings

To set flags to define the display settings for MyDay content:

1. Access the MyDay Setup (New) or MyDay Setup edit page by selecting MyDay Setup and clicking New

or clicking Details next to a MyDay page.

2. For new MyDay pages, in the Roles field click the Lookup icon to select a role.

Only roles not currently associated with MyDay pages are listed. Note that only one role can be assignedto a MyDay page.When the role is selected the MyDay content available to be viewed by that role displays

in the bottom panel on the page. To sort the available content, click on a column header. For instance,to sort by content description, click on the column head "Description."

3. Click on a value in the column of the appropriate content row to change.A dropdown box displays with the available settings.These settings can be changed later when

non-administrator users personalize their MyDay pages.


Visible indicates whether the content module is visible on the MyDay page.

The default setting is "No."

Visible

Collapse indicates whether the content module is collapsed (closed) on the

MyDay page.The default setting is "No."

Collapse

Color indicates the color of the module.Color

Content Width indicates whether the MyDay page displays in a narrow or awide column. The default setting is "Narrow."

Content Width



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Defining content layout

After content has been added to a MyDay page, you can define the layout of the content on the page.To define content layout:

1. Access the MyDay Setup (New) or MyDay Setup edit page by selecting MyDay Setup and clicking Newor clicking Details next to a MyDay page.

2. Click Define Layout.The Define Layout window and assigned MyDay content display. Note that only the content for which

the Visible by Default flag is set to "Yes" displays. For more information on setting this flag, see "Definingcontent display settings" on page 24.

3. Set the default position of the MyDay content by dragging and dropping the modules in the window.

4. Set the default display mode of the modules to collapsed, expanded, or not visible by clicking the plus

("+"), minus ("-"), or close ("X") icons on each module.

5. Click OK.


Editing MyDay pages

To edit an existing MyDay page:

1. Access the MyDay Setup page by selecting MyDay Setup.A list of existing MyDay pages displays.

2. Click Details next to a MyDay page to edit.

The MyDay Setup edit page displays with a list of the MyDay content currently assigned to the MyDaypage.


Name is the unique name for the MyDay page.Name

Roles is the MyDay role assigned to the MyDay page. Click the Lookup icon to selecta role. Only roles not currently associated with MyDay pages are listed. Note that

only one role can be assigned to a MyDay page.

Roles




5. Optionally remove content from the MyDay page by selecting the content and clicking Remove. Notethat removing content from a MyDay page does not delete the content, it simply removes the association

of the content to that MyDay page.

6. Set up the display settings of the content on the MyDay page as described in "Defining content display

settings" on page 24.

7. Set up the layout of the content on the MyDay page as described in "Defining content layout" on page

25.


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Duplicating MyDay pages

To duplicate an existing MyDay page:

1. Access the MyDay Setup page by selecting MyDay Setup.A list of existing MyDay pages displays.

2. Select the MyDay page to duplicate.

3. Click Duplicate.

The MyDay Setup page displays with a list of the MyDay content currently assigned to the MyDay page.


Name is the unique name for the MyDay page.Name

Roles is the MyDay role assigned to the MyDay page. Click the Lookup icon to select

a role. Only roles not currently associated with MyDay pages are listed. Note thatonly one role can be assigned to a MyDay page.

Roles




6. Optionally remove content from the MyDay page by selecting the content and clicking Remove. Note

that removing content from a MyDay page does not delete the content, it simply removes the associationof the content to that MyDay page.

7. Set up the display settings of the content on the MyDay page as described in "Defining content display

settings" on page 24.

8. Set up the layout of the content on the MyDay page as described in "Defining content layout" on page25.


Deleting MyDay pages

To delete a MyDay page:

1. Access the MyDay Setup page by selecting MyDay Setup.

A list of existing MyDay pages displays.

2. Select the MyDay page to delete.

To delete multiple items hold down the CTRL key.

3. Click Delete.


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Views

To access the Views page, select Views.The Views page includes a list of all existing MyDay drillback views. Each view displays in a separate rowwith basic information. Drillback views are used to define views for drillback links. Drillback links associateMyDay metric information with source systems. A source system is an Infor product such as ERP, CRM, or

EAM. These associations allow you to drill-down into source systems and view the business objects thatare used to build specific metrics, such as purchase orders. Note that drillback capabilities are dependent

on the source system. From the Views page you can view and maintain drillback views.

Tasks"Creating new drillback views" on page 27

"Editing drillback views" on page 28

"Duplicating drillback views" on page 29

"Deleting drillback views" on page 30

Creating new drillback views

Note that drillback views must be created before drillback links. To create a new drillback view:

1. Access the Drillback Views page by selecting Views.

A list of existing drillback views displays.

2. Click New.The Drillback Views (New) page displays.


View ID is the unique identifier of the drillback view.This ID is used to identify the

drillback view when linking drillbacks to metric information in MyDay.

Note: Infor recommends not modifying the View ID once it is created, as modifications

may cause drillback links from metrics to source applications to not function.

View ID

View Name is the unique name of the drillback view.This name is used as the displayname in MyDay

View Name

4. Click the Parameters tab.

5. Click New Parameter to define parameters for the drillback view.

The Parameters window displays.6. Complete your changes:

Parameter ID is the unique identifier of the drillback view parameter.Parameter ID

Parameter Name is the unique name of the drillback view parameter.Parameter Name

Parameter Description is a brief description of the drillback view

parameter.

Parameter Description

7. Click OK.


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Note: To delete a drillback view parameter, select the parameter and click Delete Parameter. To edita drillback view parameter, click Details next to the parameter.

8. Repeat steps 5-7 for all new parameters.


10. Click New Link to define source system information for the drillback view.

The Link window displays.


Application Name is the name of the source system that supports this view.Application Name

Link Address is the HTTP or HTTPS URL of the source system that supports

this view.This URL is used to access the corresponding view in the sourcesystem.

Link Address

12. Click OK.

Note: To delete a drillback view link, select the link and click Delete Parameter. To edit a drillback view

link, click Details next to the link

13. Repeat steps 10-12 for all new links.

14. To submit all changes and return to the main list page, click Submit and Back to List. To submit allchanges and create additional items, click Submit and Create New .

Editing drillback views

To edit an existing drillback view:


A list of existing drillback views displays.2. Click Details next to a drillback view to edit.

The Drillback View page displays with a list of the parameters and links currently assigned to the drillbackview.



drillback view when linking drillbacks to metric information in MyDay.

Note: Infor recommends not modifying the View ID once it is created, as modifications


View ID

View Name is the unique name of the drillback view.This name is used as the displayname in MyDay.

View Name


5. Click New Parameter to define parameters for the drillback view.The Parameters window displays.





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Parameter Description is a brief description of the drillback viewparameter.


7. Click OK.

Note: To delete drillback view parameters, select the parameter and click Delete Parameter. To edit adrillback view parameter, click Details next to the parameter.



10. Click New Link to define source system information for the drillback view.The Link window displays.


Application Name is the name of the source system that supports this view.Application Name

Link Address is the HTTP or HTTPS URL of the source system that supportsthis view.This URL is used to access the corresponding view in the source

system.

Link Address

12. Click OK.

Note: To delete drillback view links, select the link and click Delete Parameter. To edit a drillback viewlink, click Details next to the link.



changes and create additional items, click Submit and Create New.

Duplicating drillback views

To duplicate an existing drillback view:


A list of existing drillback views displays.

2. Select a drillback view to duplicate.

3. Click Duplicate.The Drillback View page displays with a list of the parameters and links currently assigned to the drillback

view.



drillback view when linking drillbacks to metric information in MyDay.Note: Infor recommends not modifying the View ID once it is created, as modifications


View ID

View Name is the unique name of the drillback view.This name is used as the displayname in MyDay.

View Name


6. Click New Parameter to define parameters for the drillback view.


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The Parameters window displays.




Parameter Description is a brief description of the drillback viewparameter.


8. Click OK.

Note: To delete drillback view parameters, select the parameter and click Delete Parameter. To edit a

drillback view parameter, click Details next to the parameter.



11. Click New Link to define source system information for the drillback view.The Link window displays.

12. Complete your changes:Application Name is the name of the source system that supports this view.Application Name

Link Address is the HTTP or HTTPS URL of the source system that supportsthis view.This URL is used to access the corresponding view in the sourcesystem.

Link Address

13. Click OK.

Note: To delete drillback view links, select the link and click Delete Parameter. To edit a drillback viewlink, click Details next to the link



changes and create additional items, click Submit and Create New.

Deleting drillback views

When deleting drillback views, ensure that the views to be deleted are not associated to current drillbacklinks for metrics. Infor recommends not removing drillback views, as removing views may cause drillbacklinks from metrics to source applications to not function. If you do want to delete a drillback view, ensurethat the view is not referenced in any metric definition. To delete an existing drillback view:

1. Access the Views page by selecting Views.

A list of existing drillback views displays.2. Select a drillback view to delete.


3. Click Delete.


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Deployments

To access the Deployments page, select Deployments.The Deployments page includes a list of all existing MyDay deployment applications. Each deploymentapplication displays in a separate row with basic information. Deployment applications are the Inforapplications in use for your system. From the Deployments page you can view and maintain deployment

applications.

Tasks"Adding deployment applications" on page 31

"Editing deployment applications" on page 31

"Deleting deployment applications" on page 32

Adding deployment applications

Add deployment information for each of the Infor source applications (such as ERP and EAM) that areinstalled on your system. If deployment information is not added for each application, drillback links tothe applications do not function. To add a deployment application:

1. Access the Deployments page by selecting Deployments.A list of existing applications currently in use in your system displays.

2. Click New.A new editable row displays in the Application Deployment table.

3. Complete your changes. Obtain this information from the system specialist of the ERPs to which drillback

links are established.

Name is the unique name of the deployment application. Click the

Lookup icon to select an application.

Name

Logical ID Prefix is the unique identifier of the Infor application.Logical ID Prefix

Logical ID is the Logical ID of the deployment application.Logical ID

Host Name or IP Address is the host name or IP address of the

deployment application.

Host Name or IP Address

Port Number is the TCP/IP port number to access the dril lback views in

the selected source system.

Port Number

Secured indicates HTTP or HTTPS connectivity to the source system.Secured

Click Submit to save.

Editing deployment applications

To edit an existing deployment application:

1. Access the Deployments page by selecting Deployments.


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A list of existing applications currently in use in your system displays.

2. Select a deployment application to edit.The row becomes editable in the Application Deployment table.

3. Complete your changes. Obtain this information from the system specialist of the ERPs to which drillback

links are established.Name is the unique name of the deployment application. Click the

Lookup icon to select an application.

Name

Logical ID Prefix is the unique identifier of the Infor application.Logical ID Prefix

Logical ID is the Logical ID of the deployment application.Logical ID

Host Name or IP Address is the host name or IP address of the

deployment application.

Host Name or IP Address

Port Number is the TCP/IP port number to access the dril lback views in

the selected source system.

Port Number

Secured indicates HTTP or HTTPS connectivity to the source system.Secured

Click Submit to save.

Deleting deployment applications

Note that when deployment applications are deleted, the drillback links to those applications do notfunction. To delete a deployment application:

2) We need to mention that if the records int he deployment information are deleted, then again thedrillback links to those source applications would not work.

So, we need to indicate this so that users put this information if it is not already there, and they thinkabout this whenever they try to delete this information.

1. Access the Deployments page by selecting Deployments.

A list of existing applications currently in use in your system displays.

2. Select the deployment application to delete.


3. Click Delete.

32 | Deployments

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