ANALYTI S · HR - ZScheduling Dashboard: reintroduction of organization chart in ^Shift planning...

Analytics | Summary of changes

Version 03.01.00 Release date 12/15/2017 Pag. 1/14

ANALYTICS

VERSION 03.01.00 December 2017

LIVEUPDATE

IMPORTANT: In order to proceed with the installation of this update it is necessary to update the HR license. The system will automatically block the update if the HR license is not updated. The InfoBusiness licenses files (*.lic) uploaded in the License Service will be ignored by Analytics. NOTA BENE:

Do not unzip the update PDA of this version within the Analytics webapp folder, but perform it through the Applications Updates gadget of HR Portal, because this version requires the installation of new InfoBusiness services.

The version 03.00.04 must be installed in order to be able to update to the version 03.01.00 through LiveUpdate. Therefore, you cannot directly pass to 03.01.000 from a previous version to 03.00.04. The minimum version 07.01.00 of HR Portal is required in order to install the version 03.01.00. NOTA BENE:

After the Analytics update, it is necessary to schedule (or launch) the IDRUN ALL-DWH. This update automatically sets the Data Warehouse complete initialization. The Data Warehouse complete rewriting may require longer processing time and more resources than the usual nightly update. Schedule adequately the update. The released version integrates a new version of WebComponents. Therefore, it will be necessary to install the new WebComponents version on the PCs of all users. Installation information in the dedicated paragraph.

Summary ANALYTICS .......................................................................................................................................................... 1

LIVEUPDATE ....................................................................................................................................................... 1

HR CONNECTOR ................................................................................................................................................. 2

Minimum version of the applications ............................................................................................................ 2

Implementation and patch ETL ...................................................................................................................... 3

INFOMART ......................................................................................................................................................... 4

Implementations and corrections .................................................................................................................. 4

WEB COMPONENT ............................................................................................................................................. 5

Installation of WebComponents .................................................................................................................... 5

Silent installation ........................................................................................................................................ 5



New features ................................................................................................................................................. 6

FilterFact feature ....................................................................................................................................... 6

Switch feature ............................................................................................................................................ 6

WEBAPP ............................................................................................................................................................. 7

Analytics Report ............................................................................................................................................. 7

Favourites – Html report display ............................................................................................................... 7

VQR User Profiling .......................................................................................................................................... 7

VQR User Profiling configuration ............................................................................................................... 9

HRM custom data .......................................................................................................................................... 9

PAY user data ............................................................................................................................................... 10

Tools ............................................................................................................................................................ 11

Manual upload: HRETL.zip patch uploading ............................................................................................. 11

Webapp ................................................................................................................................................... 12

Configuration ........................................................................................................................................... 12

Script ........................................................................................................................................................ 12

Advanced ..................................................................................................................................................... 13

Free dimensions - VQR import ..................................................................................................................... 13

Free measures and free tabular measures - VQR import ............................................................................. 14

Display of characters utf-8 ........................................................................................................................... 14

HR CONNECTOR

Analytics version 03.01.00 includes HR Connector version 08.04.00.

Minimum version of the applications

HR Portal 07.01.00

Payroll Web 03.33.00

Payroll Project 04.29.00

ZTimeSheet 06.03.01

Human Resources Management 06.00.00

Human Resources Management Web 01.00.00

Time and Attendance Project 19.02.00

Time and Attendance Web 02.07.10

Safety Solution 04.09.00

ZTravel 170-000

ZScheduling 04.01.00



Open Budget & Cost 02.02.00

Budget 4.2.0 If the MasterDB and/or Portal requirements are not met, no data is processed. In case of other requirements, only the module that does not meet them is ignored, but the rest of the processing is performed. The users used for the connections to the databases (HR and DWH) must have the rights to create and delete tables, indexes and views.

Implementation and patch ETL

User profiling

Implementation new user profiling VQR Common Data base:

Implementation of the Updated Organization chart reading

Master data initialization patch

optimization of the Master data initialization

Correction of numerical exercise overflow

The fields related to the redundancy (employment, termination) from the (1,0) decimal to integer, were modified so that they could assume a value higher than 9.

Correction for the recovery of the business unit

Role integrity patch

patch for event domain table

patch for task table reading

patch for duplicated key in organization chart Open Budget & Cost:

Correction of the hierarchy level integrity

Processing patch

Implementation of the Staff Counter measure that fills in the quantity of the elements related to the staff. The fact was provided in all the “only Quantity” and “All the elements” analysis layouts.

Payroll:

Optimization of the Termination payment performance reading

implementation of two new columns in the Payroll Project for the reading of “C.Y. Term. paym INPS Treasury Fund rate” (“Termination payment summary” layout) and the “Monthly INPS Treasury Fund rate” (“Termination payment monthly data” layout ).

patch for the detailed analytical accounting transactions

correction of the budget Master data to take into account the processing date in key

Oracle patch for Workemploy reading

specific idrun patch for the Data Warehouse (CTA) accounting processing



Account class dimension and Destination account integrity patch

creation of absent/present persons: the ordinary and the patron saint public holidays will not be taken into consideration in the workable hours count; the AH reason subtraction from the workable hours (Payroll Web)

modification of the Payroll User Data reading logic ZTravel:

Management of all the intermediate versions from 1.7 to 2.2. Human Resources:

redefinition of sanction fields

Oracle patch for the participant table reading.

Master Data extraction at the beginning of the year for the Evaluations for the association of the employment with the Subject.

optimization of the cost reading query

reading of the Identified subject table

Addition of the dimension of the Participant Type for the Evaluations

redefinition of the Custom Data reading logic Safety:

patch for the reading of roles and job titles terminated and restarted during the same month.

correction in the "Made compliant with delay" section.

modification of the safety role/task decoding reading: specific table reading Time&Attendance:

patch for the daily attendance reading with the Null item code.

Management of item company code on the Type of family for the retrieval of the dimension values in the filters (Time&Attendance Project).

patch for the totalizer reading (Time&Attendance Web) ZTimesheet:

module initialization patch

INFOMART

Implementations and corrections

Common implementations and corrections to all Infomarts:

A concatenated key was added for the dimensions with international decoding to ensure backward compatibility.

Patch for user profiling by organization chart

Patch for user profiling by Workflow



HR - Time and Attendance Dashboard:

Patch for the Reason dimension for all the Time&Attendance Web layouts. HR - Compensation Dashboard:

reintroduction of monthly analysis for the specific items on the time bar.

implementation of two new columns in the Payroll Project for the reading of “C.Y. Term. paym INPS Treasury Fund rate” (“Termination payment summary” layout) and the “Monthly INPS Treasury Fund rate” (“Termination payment monthly data” layout ).

HR - ZScheduling Dashboard:

reintroduction of organization chart in “Shift planning” and “Shift changes ” HR - Human Resources Dashboard

Implementation of the “Identified subjects” layout in order to analyse the total of the identified Subjects.

The “No. of identified Subjects” totalizer is now available in all the analysis layouts related to the Evaluations.

WEB COMPONENT

Installation of WebComponents

At the first access to Analytics, the user will be required to install on the PC the WebComponents necessary for the use of the InfoBusiness report. After selecting an analysis layout for the creation of a new report , or after trying to open an already available report, the WebComponents download window is displayed. Alternatively, it is also possible to download the executable file from the Utility - Tools menu item (please see the dedicated paragraph). The user has to select the correct setup according to the operating system. The installation is guided and it requires a few seconds. At the end of the installation it is possible to create/open a report. The installation of WebComponents is required only once, after the update/installation of a new version of Analytics that integrates a new version of WebComponents (specified in the Summary of Changes). Note: if the user does not have the rights of installation on the PC, s/he should contact the technical office.

Silent installation

In order to remotely launch the Webcomponents installation (32 or 64 bit), the following commands are available: [name_setup] /S /P64=0 -> silent installation 32 bit; [name_setup] /S /P64=1 -> silent installation 64 bit; where: /S silent installation with the operating system version.



/DIR=C:\directory indicate the installation path if different from the default, do not put the path between double quotes if there are also spaces; if omitted, the installation will be performed by default in the Programs folder of the operating system. The “webcomponents_win.exe” setup can be downloaded from the Tools – Webapp – Download webcomponent menu item.

New features

New OLAP features usable on the Analytics report data were released.

FilterFact feature

Performs the extraction of a value of a fact when the dimension code undertakes one of the values from the list. It returns the fact value if the specified conditions are true, otherwise it returns zero. The conditions must be closed between the following symbols: “<*” e “*>” and separated by comma. It is possible to specify the conditions using the following operators: =, <>, >=, <=, in, not in. Example: <*condition 1, condition n *> The dimensions mentioned in the second parameter must be present in the display otherwise the returned value is "Not defined”. The function runs on an OLAP context: is recalculated based on the value of the current cell. Usage example: Sumleaf( FilterFact( [Headcount(End of Month)], <* [Gen. Qualification] in ('030','040') , [Employment Class] ='00' *>)) It returns the [Headcount(End of Month)] value on the lines in which the dimension code [Gen. Qualification] undertakes one of the values between '030','040' and the dimension code [Employment Class] is equal to '00'. If at least of the conditions is not respected, the formula returns the zero value.

Switch feature

It evaluates a list of conditions and returns the value indicated for each verified condition. If none of the conditions is true it returns the output value. The function runs on an OLAP context: it is recalculated based on the value of the current cell. Use structure: Sumleaf(

Switch( Condition 1, Result 1, Condition 2, Result 2, Condition …, Result …,

Result if False) ) It is possible to specify a list of conditions Use example: Sumleaf(

Switch( DimensionValue([Gen. Qualification], 'string') = '030', [Headcount(End of Month)], DimensionValue([Gen. Qualification], 'string') = '020', [Headcount(End of Month)],



0 ) )

WEBAPP

Analytics Report

The graphic of the Analytics Report section was redrawn. Now the section is presented to the users subdivided in tabs: Home, Favourites, Recent and Search.

Home: Tree structure (Directory/ Subdirectory) in which the reports are reachable. The visibility of the access items is governed by InfoAdmin.

Favourites: Provides a particular emphasis on the "Favourite" Reports.

Recent: Provides a list of the last displayed or opened reports.

Search: Allows searching for a report based on a key word. The search can be performed by searching for the key word in the Report Name, in the Dimensions, in the Measures or in the Formulas used in the report or in all these categories.

Favourites – Html report display

Provides a particular emphasis on the "Favourites" Report. Click on the star shaped symbol next to the report name in order to add a report to the section . The reports are listed with the following references:

Icon of report deletion from Favourites: Requires the confirmation before proceeding with the deletion of the report from the Favourites list.

Icon for preview display: It opens the display of the report exported in html. If the icon is disabled, the report export did not have a positive result. The preview is available only if the InfoPublisher service is running.

Icon for preview update: Requires the update of the report export.

Report Name (Name): To access the report data.

Source path (Path)

Creator user (Creator)

Date of the last update (Updated on): The date of update of the report Preview.

Report with Data / only structure (Withdata = True / False)

Summary data icon

VQR User Profiling

A new mode of profiling the users by means of the VQR was released.



It is possible to obtain a customized profiling of the users by means of a VQR, which provides for each user the list of subjects/employees to be displayed. The VQR will provide for each user to be profiled of the list of Subjects or employments, which the user can view. In this way, the definition of the visibility cone is assigned to the VQR writing and it is completely customizable. In order to activate the VQR profiling, it is necessary to set the profiling on the safety group. The automatic profiling will be available after the HR Connector alignment (launch IDRUN USR in order to manually align the profiling). Access the User profiling by groups menu item and select the group to profile (the Manager groups cannot be profiled: they always have visibility on the all data in the system). Complete the configuration in the appropriate page. In order to enable the profiling, the Profile flag must be selected.

Options provided within the configuration page (always specify the option, do not let it empty):

Assign Mart

Do not assign: The marts will not be automatically assigned to the users, you will have to proceed manually to the association in InfoAdmin.

Application visibility: The marts will be associated to the users based on the visibilities of the applications that they have by accessing the HR Portal.

Assign all Marts: All the marts configured in InfoAdmin are associated to the group users. Assign Filter

Filter from VQR Assign User Folders

No folder: it prevents the creation and the assignment of private folder for the single user belonging to the group.

Assign folders: a private and writable folder is created and assigned to all the employees of the group (default behaviour).



Assign Public Folder

No folder: it prevents the assignment of the PUBLIC folder to the users of the group.

Assign folder: it assigns the access point of PUBLIC read-only to all the users of the group (default behaviour).

It is possible to schedule the VQR or the VQRs through the dedicated “VQR profile settings” menu item. The users to be profiled, indicated in the VQR, must be added to the security group to be profiled through VQR. The users available in the VQR, but not in the security group, will not be profiled and will not have access to Analytics. The users available in the security group, but not in the VQR, will not have access to the data.

VQR User Profiling configuration

It allows scheduling one or more VQRs to be used for defining the cones of visibility for the VQR profile, enabled in “User profile by groups”. Two types of VQRs can be defined: VQR by Subjects or VQR by Employments. The VQR for the import of data by Subjects must contain the following fields: user, environment_code, company_subject_code, subject_code. Indicate the list of subjects, which the user must be able to view, for each user to be profiled. The VQR for the import of data by Employments must contain the following fields: user, environment_code, company_code, employee_code. Indicate the list of employees, which the user must be able to view, for each user to be profiled. In order to schedule a new VQR, fill in the “New” section (to be expanded by clicking): VQR name: Add the name of the VQR to be used. The VQR must be found in the Analytics webapp, in the WEB-INF\classes\query path. Add the full name of the query, without “.vqr”. Employments/Subjects: Select the VQR type. Press the “Perform now” button for performing the data import from the VQR. Press the “Add schedule” button for scheduling the data import from the VQR. The active VQR schedulings are displayed in the grid. Press “Perform” in order to perform a scheduled VQR. Press “Delete” in order to delete a VQR scheduling and all the data imported from it. If a VQR is removed, the filters on the users who were profiled through VQR will be removed as well.

HRM custom data

ETL - Table configuration - HRM custom data: Configuration of the custom data export of the Human Resources application. The page allows selecting up to ten HRM custom data for each category to be exported in the Data Warehouse. The page will be prefilled with the custom data used in the Analytics reports. The page is divided into four sections, one for each type of data: String, Tabular, Date and Numerical.



The user can select the custom data to be exported through the magnifying glass icon. The Zoom allows selecting the data of the category among those available in the hvba_descustdata table of the environment the user logged into; in order to display the data added in the same table of another environment, edit the environment from the portal and reopen the Zoom. The following fields are available for each Custom Dimension:

Environment: it defines the environment to which the data is associated.

Key: it indicates the type of custom data: either related to the Subject (0000000001) or to the Employment (0000000002).

Field number: it indicates the custom data number, as seen in the Subject/Employment Master Data.

Description: customized description of the data.

Flag all the environments: if checked, the data will be exported for all the environments; if not checked, the data will be exported only for the indicated environment.

In order to edit one of the ten custom data, open the Zoom (the magnifying glass) from the line concerning the data to be filled in. The delete icon placed beside each line allows deleting the data defined in it. The display in the export page comprises all the defined custom data, even that related to other environments. Important: for the input and the deletion to be successful, it is necessary to save the modifications in each section where these were applied.

PAY user data

ETL - Table configuration - PAY user data: Configuration of the User Data export of the Payroll application (Payroll Project or Payroll Web). The page allows selecting up to ten PAY user data for each category to be exported in the Data Warehouse. The page will be prefilled with the user data used in the Analytics reports. The page is divided into four sections, one for each type of data: String, Tabular, Date and Numerical. The user can select the user data to be exported through the magnifying glass icon. The Zoom allows selecting the data of the category among those available in the hgtg_dtcustomer table (for Payroll Project) or in the h1tu_defnndatopag table (for Payroll Web) of the environment the user logged into; in order to display the data added in the same table of another environment, edit the environment from the portal and reopen the Zoom. The following fields are available for each User Data:

Environment: it defines the environment to which the data is associated.

Code: it indicates the code of the User Data used in the Payroll application.

Description: customized description of the User Data.

Flag all the environments: if checked, the data will be exported for all the environments; if not checked, the data will be exported only for the indicated environment.

In order to edit one of the ten User Data, open the Zoom (the magnifying glass) from the line concerning the data to be filled in. The delete icon placed beside each line allows deleting the data defined in it. The display in the export page comprises all the user data defined for the export, even that related to other environments.



Important: for the input and the deletion to be successful, it is necessary to save the modifications in each section where these were applied.

Tools

The “Utility → Analytics → Tools” menu item allows accessing the Administration functionality of the Analytics Webapp. In the previous versions, these functionalities were possible only by connecting to the installation server. Only the new commands are shown here; for a full presentation of the functionalities, refer to the documentation (help online and the operating manual of the application).

Manual upload: HRETL.zip patch uploading

To be used in case the ETL patch uploading is necessary. After downloading the “.zip” file of the released patch, access the application with an administrator user of HR Analytics. Nota bene: the file to be uploaded is “HRETL_setup.zip”, included in the downloaded zip. Warning! Do not edit the name of the file. Select the “Tools” menu item, which can be accessed from the menu of the HRAnalytics page and proceed as follows:

Select “Add files” from the “HRConnector Manual Upload” section.

Select the “HRETL_setup.zip” file.

Press “Start upload”. At the end of the upload, the “Install ETL” button will be activated.

Press “Install ETL”. Wait the end of the operations: in the Result window, the message “Done” will appear at the end of the overwriting procedure.

Press the “Set Permission” button (in order to set the permits on the Linux operating systems). Wait for the messages of the performed operation.

Close the “Tools” window. For the update to be successful, it is necessary to wait for the night time launch of the HRConnector. Important: make sure that the scheduled process launches the IDRUN ALL DWH. Generally, it is necessary to launch ALL DWH after each ETL update.



Alternatively, perform manually the launch of the HR Connector from the “Update Data Warehouse” menu item. From the drop-down menu for the process identification (IDRUN), check that the “ALL-DWH” is selected and press “RUN ETL” in order to launch the export. Warning! Do not launch manually the ETL if the established deadline could follow the night time schedule. The logs of the ETL processing can be viewed by pressing the “SHOW LOGS” button. The start date and time of the processing are indicated in the name of the log , whereas the end date and time are indicated in the DATE field. By pressing the .log file, a window with the content of the file will be opened. In case of processing errors, copy the content of the last log in a text file and send it to the assistance.

Webapp

Update Webapp: It allows launching the update procedure of the webapp if the update zip is available (to be used under the indication of the assistance).

Download WebComponent

Configuration

HR License: It allows displaying the HR License, available in the Webapp.

Script

Logs: It allows displaying the logs of the updates and of the Webapp and that of the service configuration file.

Delete InfoPub log: It allows deleting the publication logs of the reports created by InfoPublisher.

Restart Services: It allows restarting the IBWeb or the InfoPublisher.



Advanced

The JRE of Tomcat is being used starting with this Analytics version. ETL - Table configuration - Advanced: It allows defining Management and Security aspects.

IBWebService Name: Name of the IBWeb service

InfoPublisher: Name of the InfoPublisher service

DMS: DMS path

Alternative ETL JRE: Alternative ETL JRE path (alternative ETL JRE); if not defined, the JRE of Tomcat will be used.

Xmx JVM Connector: Definition of the Xmx parameter for the JVM in MB (Xmx JVM connector); if not defined, the default value is: 1280MB

Free dimensions - VQR import

If several VQRs must be used for importing the data in free dimensions, it is possible to use the CFGIB_DIMLIBRAPP_GROUPBY VQR for “Employment free dimensions” and the CFGIB_DIMLIBSOGG_GROUPBY VQR for “Subject free dimensions”.

- open the CFGIB_DIMLIBRAPP_GROUPBY VQR (or CFGIB_DIMLIBSOGG_GROUPBY) and save it under a different name, in order to avoid overwriting the modifications with the updates. - in the editor of the newly saved query, use "Add Query" in order to import in "Tables" the first VQR from the query in union series. - select the VQR imported as feed table of the query; - save the VQR and fill in the “VQR Feed” field in the “Free Measures” page with the name of the previously saved VQR.

NB: In order to use the CFGIB_DIMLIBRAPP_GROUPBY and the CFGIB_DIMLIBSOGG_GROUPBY VQRs, the fields of the queries available in the unions must all be defined.



Free measures and free tabular measures - VQR import

If several VQRs in union have to be used in order to import the data in the Free Measures fields, it is possible to use the predefined CFGIB_MISLIB_GROUPBY VQR in order to associate the necessary VQRs. Follow the steps below:

- open the CFGIB_MISLIB_GROUPBY VQR and save a copy of it under a different name (in order to avoid overwriting the performed modifications with future updates); - in the editor of the newly saved query, use "Add Query" in order to import in "Tables" the first VQR from the query in union series. - select the VQR imported as feed table of the query; - save the VQR and fill in the “Name of the VQR Feed” field in the “Free Measures” page with the name of the previously saved VQR.

NB: In order to use the CFGIB_MISLIB_GROUPBY VQR, it is necessary that the fields of the queries available in the unions all be defined. If several VQRs in union have to be used in order to import the data in the Free Measures fields, it is possible to use the predefined CFGIB_MISLIBTAB_GROUPBY VQR in order to associate the necessary VQRs. Follow the steps below:

- open the CFGIB_MISLIBTAB_GROUPBY VQR and save a copy of it under a different name (in order to avoid overwriting the performed modifications with future updates); - in the editor of the newly saved query, use "Add Query" in order to import in "Tables" the first VQR from the query in union series. - select the VQR imported as feed table of the query; - save the VQR and fill in the “Name of the VQR Feed” field in the “Free Measures” page with the name of the previously saved VQR.

NB: In order to use the CFGIB_MISLIBTAB_GROUPBY VQR, it is necessary that the fields of the queries available in the unions all be defined.

Display of characters utf-8

In case of problems in viewing some characters in the Mart and Layout selection screen, or in the Report Design screen, follow the steps below: • Change the URIEncoding property in the config.properties file (webapps\Analytics\WEB-INF\classes) by setting: URIEncoding = UTF-8 • Restart the Analytics web app.

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