Configuring In-Context BI

This task has these prerequisites:

  • Contextual reports, built in Application Studio
  • An ERP alongside which to show the reports
  • An Infor EPM-based application, with contextual reports, added to Infor OS Portal.
  1. Select Navigation Menu > Applications.
  2. Select an application.
  3. On the Smart Panel click Insights icon.
  4. Click Add.
  5. In the Add Insights Group dialog box specify a name of your Insights group.
  6. Click OK.
  7. To add widgets to your insights group, click Add Widget.
  8. Search and add the Web widget form the Widget Catalog.
  9. Specify this information:
    Name
    Specify a name for the widget.
    URL
    Specify the URL of the Infor EPM dashboards, including the application name, with the suffix /ICBI. For example,https://inforcloudsuite.com/incontext/ICBI.
    Note: You can find the dashboards URL in the Portal Details of your application in the Applications dashboard of EPM Administration.
  10. On the Permissions tab and perform one of these actions.
    Option Description
    Select Grant access to all users Typically, you grant access to all users
    Click Add New Users and/or IFS Security Roles Use this option if you need to restrict access to specific users.

    Search for the user, security role, or logical ID add by specifying user name, role, or ID.

    Select the required user, role, or ID in the results and click DONE.
  11. Click Save and then OK at the confirmation message.
  12. Click the Context Message tab and click Add Message. Specify inforBusinessContext in the Message Name field.
    Note: Do not change this message or specify a different message.
  13. Click DONE then click Save.
  14. Click the Applications tab and click Add/Remove Applications.
  15. In the Available column, select the application to add. Click the arrow to move it to the Selected column and click DONE.
  16. Select Enabled and click Save.