EDDIE - User Guide

EDDIE User Guide

Introduction to EDDIE

EDDIE (Enterprise Data Delivery Information Environment) is a web-based, secured Business Objects Content Management System. EDDIE allows easy access to running our University Standard reports, our Solution Library reports, and a safe environment to save your favorite ad hoc reports.

Logging into EDDIE

You will use you University NetID and password to access EDDIE.

Log In to EDDIE button

  • Enter your University NetID and Password, and click the LOG IN button.

login screen

Note: You will be prompted to complete a DUO 2-factor Authentication challenge before being logged into EDDIE.

Overview of EDDIE Home Screen

Home screen- long

Folders tile  Folders - contains the reports that you have access to. EDDIE has Personal folders, which are for you to use to organize your documents, and Public folders, which contain all of the University-created documents you may have access to (i.e., Standard Reports, Solution Library reports, etc.)

Categories tile  Categories - contains the same University-created documents as the Folders tile above, but it's structured in a slightly different way.

Documents tile  Documents - contains every document in EDDIE that you have access to. This list can be overwhelming if you have access to a lot of reports.

BI Inbox tile  BI Inbox - lets you view and manage system alerts and administrator notifications. This is also the location where documents sent to you will show up.

Instances tile  Instances - You can schedule an object to run automatically at specified times. When a scheduled object runs successfully, an instance is created. An instance is a version of the object that contains data when an object is run. In the Instances page, you can view the list of instances for a specific date range.

Recycle bin  Recycle Bin - lists your deleted documents.

Settings in EDDIE

From the Home Screen, click the Welcome menu icon  Welcome menu icon  and select Settings.

Acct pref

  • In Account Preferences, you can select your landing page, in addition to which tab and tiles to display on the Home Screen.

App pref

  • In Application Preferences, you can switch between using EDDIE and Web Intelligence Rich Client.
  • The Web Intelligence Rich Client Installer download is found here as well

Appear pref

  • In Appearance Preferences, you can change the theme (color palette) of EDDIE.

Searching for Documents

Use the Search icon  Search icon  in the top right corner to search the EDDIE system for documents that match the search terms.

Running Standard Reports

  • Select the Categories tile on the Home Screen

Categories tile

  • Expand Corporate Categories on the left, locate the desired report and click on the report name to open it.

Doc location

  • Click the Refresh icon  Refresh icon  in the Toolbar at the top of the page
  • When the Prompts window appears, select each prompt on the left, and enter or select the desired value(s). If a prompt does not have an (Mandatory icon) next to it, it is optional and does not have to be answered.

Prompts window

  • Click Run to run the query

Reading Mode Toolbar Options

Full toolbar

Save icon  Save/Save As

Undo-redo icons  Redo/Undo

Export icon  Export

Print icon  Print

Send icon  Send to BI Inbox

Refresh icon  Refresh

Filter bar icon  Hide/Unhide Filter bar

Enable nav icon  Enable Navigation

Show changes icon  Show changes

Track changes icon  Track changes

Freeze headers icon  Freeze Headers

Fold-unfold icon  Fold/Unfold Breaks and Sections

Presentation mode icon  Presentation mode

Saving Documents to your Personal Folder

  • Navigate to the document you want to save to your Personal Folders. This may be in Public Folders or Corporate Categories in the case of Standard Reports or Solution Library reports, or in your BI Inbox for reports that were shared with you.

Where to find a doc

  • When you find the document you want to copy, click More icon in the row of that document, click Organize, and then click Copy.

Copy file

  • Navigate to your Personal Folders, click More icon in the toolbar at the top of the window, click Organize, and then click Paste.

Paste file

Closing a Document

To close a document, click the menu at the top of the page, above the toolbar, and then click the X next to the document you want to close.

Closing a doc

Scheduling a Report

Scheduling Web Intelligence documents to run automatically lets you automate the process of refreshing your documents and can greatly reduce the time spent preparing for data analysis. Reports and data can be automatically delivered to your EDDIE Home Screen in the Recently Run Documents section, sent to other users, or groups of users, in Web Intelligence format, or as Excel or PDF files.

An Instance is a single version of a document. For each scheduled document that runs, Web Intelligence saves a history of instances to the server.

Creating a Schedule

  • Navigate to where the report is located within EDDIE:
    • Folders\Public Folders and Categories\Corporate Categories are where Standard and Solution Library reports can be found.
    • Folders\Personal Folders, the Documents tile, Favorites or Recent Documents sections on the Home Page are where your personal documents can be found.
  • Click the More icon More icon and select Schedule
    • In Tile view, the icon is found in the bottom right corner of the document tile

Tile view more icon

    • In List view, the icon is found at the right side of the document's row, or right-click anywhere in the row.

List view more icon

  • Schedule screen - General tab
    • Instance Title - add a title to your document

Instance title

    • Destinations - This section determines how the resulting document will be shared with others.
      • To add delivery destinations, click the blue Add button Add button to add delivery destinations below Delivery Destinations. This will open the Select Destinations window.
      • Check the box next to each option you would like to use to send the scheduled output and click Confirm.
        • Default Enterprise Location is selected by default. This will send a copy of the scheduled output to the Recently Run Documents section on your Home Page.
        • BI Inbox will send the scheduled output to another user's, or user group's, BI Inbox. See below for details.
        • Email will send the scheduled output as an email attachment to another user's, or user group's, email address. See below for details.
        • FTP Server will send the scheduled output to a File Transfer Protocol (FTP) server.
        • File System will send the scheduled output to a file system. Due to multiple campuses and a variety of firewall technologies utilized, this may not be an option for all users.
        • SFTP Server will send the scheduled output to a Secure File Transfer Protocol (SFTP) server.
        • Google Drive will send the scheduled output to the Google Drive folder specified.

Select dest window

      • Once you've selected the destinations you want to send to, each one will show up in the list on the left side. Click each destination to edit the details for that delivery destination.

Select dest window editing

        • BI Inbox - click the Select button to add a recipient. Type the recipient's NetID and click search BI Inbox search icon . Once the recipient is listed below, check the box to Include them, which will display the NetID in the Selected Items list at the bottom, and click OK.

BI Inbox recipient selection

        • Email - Fill in the From, To, Subject and Message boxes, at a minimum, make sure the Add Attachment box is checked, and click Confirm.

Email recipient selection

    • Recurrence - this section determines when and how often the report will run. Options are Now, Once, Recurring, and Calendar.
      • Now - runs the report as soon as the Schedule button is clicked
      • Once - runs the report one time on the day/time you choose
      • Recurring - runs the report hourly, daily, weekly, etc., between a start and end date/time you choose
      • Calendar - runs the report based on predefined calendar dates relating to University processes (for example, Month End Closing for financial reports)
    • Events and Scheduling Server Group - typically, these can be ignored and left with the default options
    • Notification - this section allows you to enable emails when the job runs successfully and/or fails
  • Schedule screen - Report Features tab
    • Formats - choose the format of the scheduled output

Format options

      • Microsoft Excel and CSV have an option for Data and an option for Reports. Data will return the raw, unformatted results from the document's queries, whereas Reports will return the formatted data exactly as it appears in the reports in EDDIE.
    • Prompts - this section shows you the selected prompt values on the left, and there is a link to Edit Prompt Values so you can adjust them as you're setting up the schedule

    Prompts

        • If a prompt in the list has an asterisk (*) in front of it, then it is mandatory and the scheduled run will fail if there is no prompt value selected.
      • Delivery Rules - this section allows you to return a "Warning" or "Failed" status if the scheduled content has not successfully refreshed and/or if the scheduled content does not contain data.
      • When everything has been configured, click the Schedule button at the bottom right of the screen to complete the schedule.
      • Once the schedule is complete, it will show up in the document's History section and in the Instances tile on the Home Screen.

    View, Reschedule, or Delete a Scheduled Document or Instance

    • All Instances are accessible in the Instances tile on the Home Screen. Scheduled Instances for a particular document can also be found in that document's History section.
    • The list of Instances can be filtered in a number of ways:
      • Instance Time - this is a range, so you'll select a Start Date and an End Date using the calendar icon calendar icon

    calendar with date range selected

      • Status

    Status filter menu

      • Type - the type of document that was created for this scheduled instance

    Type filter menu

      • Title and Scheduled By - title of the scheduled instance and/or the NetID of the user who scheduled the instance.
      • Once you've set the filters, click the Go button.

    Title filter box

    • From the list of filtered Instances, we can now do a number of things:

    List of instances

    • View the Document - If the Instance was successful, clicking the Title will open or download the document.
    • View Additional Details - Clicking on the Status of an Instance will bring up a Details window with additional detailed info about the Instance.
    • Reschedule - click the More icon More icon and select Reschedule. This will bring the user back into the Schedule screen to adjust the settings.
    • Delete - click the More icon More icon and select Delete.

    Sending Documents using the BI Inbox

      1. Navigate to the location of the document you want to send by clicking the Folders, Categories, or Documents tiles at the top of the Home screen.
      2. Once you have located the document you want to send, click the 3-dot More icon icon on the right side of that row.
      3. Hover your cursor over Send To to see the options available:

      Send to options

    BI Inbox

    • This option allows an EDDIE user to send a document to another user's BI Inbox, within the EDDIE system, in a secure manner.
    • Search for the NetID of the user you want to send the document to in the Search bar, and click the magnifying glass icon. Alternatively, you can search for users by name by changing Find Title to Find Full Name in the drop-down menu left of the Search bar.

    Send to BI Inbox search

    • Check the box next to the user you want to send the document to so that their NetID shows up in the Selected Items bar at the bottom, and click Send.

    Send to BI Inbox user select



    KeywordsAITS, DS, EDW, EDDIE, Business Objects, User Guide, training   Doc ID48121
    OwnerAlex H.GroupUniversity of Illinois System
    Created2015-03-03 14:48:35Updated2023-08-03 09:37:29
    SitesUniversity of Illinois System
    Feedback  0   3