New GL Report Designer Setup Guide / Steps

Does anyone have the provisioning / setup steps for the new Report Designer in FSM?

It is currently available in the Pre Prod environment (PP1), but appears there are some initial provisioning steps required and no documentation has been released yet. We'd like to review the new tool before it is applied in PRD with the April release, because if it mirrors what is currently in PP1 it will be released in a non-functional state.

For example, when attempting to add a Row View Dimension the following error is encountered:

"GeneralLedgerTotal.GeneralLedgerChartAccount is not defined in GL Report designer data model"

I've created the enabled reports designer, created the replications sets and BirstModel, validated the dimension exists in the replication set, but when attempting to update the Birst model an authentication error is encountered.

Looking at the BirstCommandService class it appears the model update action makes a SOAP web call to Birst using values defined in the Admin Console "Analytics" configuration parameters. I've tried a number of variations with these parameters, but have not successfully updated the Birst model from FSM.

I should also note support has advised they will not assist with the setup until the GA release in April and April FSM documentation in Concierge still points to March documentation.

Thanks!
Andy

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tcardoza

Good Morning Andy, are you an early adopter of Report Designer? My understanding is that it has to be deployed by Infor and is currently only available to early adopters.

andy

Thanks Teri, we are not an early adopted but do have a Pre-Prod environment. Since it exists in PP1 but hasn't been provisioned it seems unclear if it will be automatically provisioned with the April CU release in PRD.

tcardoza

My understanding is that it will be available in the April CU. We are an early adopter and we did have to work with Infor to have it provisioned in our PP1 environment. That is a good question. I've asked that questioned of the Financial Product Manager that i'm working with through the early adopter program. I will let you know what I hear back

tcardoza

Hi Andy, I received a response to your question - they are currently still working on those details but as of now there will be additional steps required. Great question!

andy

Thanks Teri! Looking forward to getting those details.

andy

Update for those that may be interested:

Per Infor, they are working on putting together KB-2293992 that will provide the instructions for you (and all clients that are not Early Adopters) for GL Report Designer activation process.

They are planning to send a communication out to clients closer to April 17 with information and references to that KB-2293992.

So it sounds like clients that aren't early adopters won't get to review the new Report Designer before it is applied in Production (April 17th is the Monday after the April CU is applied on April 15th).

Hans Mueller

Hi Andy -

Good afternoon! The communication went out just now - and you can access it here if you haven't seen it yet.

https://support.infor.com/espublic/EN/AnswerLinkDotNet/sohoxi/Announcements/XiShowAnnouncements.aspx?id=4740

The KB listed above is incorrect (sorry for the miscommunication). All clients should start here on the GL Report Designer Release Library (KB 2293248) -->

https://support.infor.com/espublic/EN/AnswerLinkDotNet/SoHo/solutions/SoHoViewSolutionC.aspx?SolutionID=2293248

Let us know if there are any questions.

Hans

andy

Thanks Hans! It looked like KB 2293248 was initially unavailable after the announcement, but is available now.

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