analytics · etl process for dwh ..... 13 minimum application versions ..... 13 etl implementations...

Analytics Summary of changes

/16 Version: 04.02.00 Release date: november 2020

ANALYTICS VERSION 04.02.00 november 2020

LIVEUPDATE The update will reload the Analytics webapp, it will perform the administration of the database. The update releases the new version of the HR Connector (ETL) 09.04.00. The minimum versions of the applications for the ETL processing are listed in the Summary of changes. If the system identifies an unsupported version for one of the applications, the module will be excluded from the processing.

ATTENTION: READ CAREFULLY BEFORE CONTINUING NOTE: this update releases the new version of Infobusiness.

All users of the reports will have to install the new version of the IBWebComponent on their PCs. Moreover, an update of the Services will be performed on installation server.

Before proceeding with the update, contact a system administrator to proceed with the necessary checks on the Windows server where Infobusiness services are installed. For the correct update of the Infobusiness services, before launching the update:

- make sure that the service names are filled in correctly in the Application menu> ETL> Table configuration> Advanced menu point. Check that the names of the services indicated in the fields "IBWebService Name" and "Infopublisher" correspond to the real ones on the installation Windows server.

- the Service Console on the installation Windows server must be closed.

For more information about installing the IBWebComponent software on clients, see the related paragraph: each user will have to update the version of the IBWebComponent; alternatively, the system administrator can run the silent update on the clients.

You can proceed in two different operating modes:

• CASE 1) each user must independently update the version of the IBWebComponent following the

Analytics update;

• CASE 2) the system administrator can launch the silent update on clients in a preventive manner, so

that users do not have to perform any activity (only for Windows operating systems).



Table of contents Release IBWebComponent 4.4.3 ............................................................................................................................... 3

CASE 1) IBWebComponent 4.4.3 user installation ............................................................................................... 3

CASE 2) Command line silent installation ............................................................................................................. 4

Hardware requirements ......................................................................................................................................... 5

Proxy Analytics Configuration ................................................................................................................................ 5

WEBAPP ....................................................................................................................................................................... 6

Catalog section: Revisitation .................................................................................................................................. 6

Wizard: Power BI and Infobusiness Template activation and configuration ..................................................... 6

Selection of a template that has never been activated .................................................................................. 7

Changing the configuration of an already activated template ....................................................................... 9

Download update of an already activated template ..................................................................................... 10

Upload template custom ................................................................................................................................. 11

List of implementations / optimizations ............................................................................................................. 12

PowerBI Template > Free Dimensions: Country of birth ................................................................................... 12

Analytics Infobusiness > Report ........................................................................................................................... 12

ETL process for DWH ................................................................................................................................................ 13

Minimum application versions ............................................................................................................................ 13

ETL implementations and corrections ................................................................................................................ 14

APPENDIX: TECHNICAL NOTE ................................................................................................................................... 16

Config.properties file replaced by ib_settings table .......................................................................................... 16



Release IBWebComponent 4.4.3

Analytics 04.02.00 releases the new version of the software for consulting and building reports on the DWH: IBWebComponent 4.4.3. The update is mandatory in order to open the reports.

You can proceed in two different operating modes:

• CASE 1) each user must independently update the version of the IBWebComponent following the

Analytics update;

• CASE 2) the system administrator can launch the silent update on clients in a preventive manner, so

that users do not have to perform any activity (only for Windows operating systems).

CASE 1) IBWebComponent 4.4.3 user installation

When creating / opening a report after the Analytics update 04.02.00, each user will be required to install the new version of IBWebComponent 4.4.3.

The user must choose the correct setup based on the operating system (Windows, Mac OS). Installation is guided and takes a few seconds. At the end of the installation it will be possible to create / open a report.

The installation of the new version of IBWebComponent will be required only once.

Important: the installation of the IBWebcomponent must be performed in a folder in which the user has read and write rights. Therefore, do not install under C:\Program Files (default installation path) if the user is not a system administrator.

Note: if the user does not have installation rights on their PC, they must contact their technical department.



CASE 2) Command line silent installation

Installed version: 4.4.3 compatible from Analytics 04.02.00 onwards.

The "webcomponents_win.exe" setup can be downloaded from the MyZucchetti personal area from the path “Technical Area > After-sales > Products > HR > Analytics > Installations > Setup IBWebComponent 4.4.3”. Alternatively, after the update, the setup can be downloaded from the Tools – Webapp – Download webcomponent menu item.

You can use the following command line instructions to remotely update IBWebComponent installations on clients.

Command line instruction for Windows systems:

[nome_setup] /S /P64=0

or

[nome_setup] /S /P64=1

where:

• [nome_setup]: webcomponents_win.exe



• /S: silent installation (no user notifications);

• /DIR=C:\directory_name: specify the installation path if different from the default, without enclosing the path in double quotes even in the presence of spaces; if omitted, the default path is the operating system's Program Files folder. Note: if this option is used, the installation path must be different from the path of the previous version (4.4.0), so that the latter is not overwritten.

Example:

webcomponents_win.exe /S /P64=1 /DIR=C:\webcomponentdirectory_443

Attention: IBWebcomponent 4.4.3 is compatible with the versions of Analytics starting from 04.02.00.

When the silent installation of the webcomponent is anticipated with respect to the Analytics update, to ensure the backward compatibility of the webcomponent it is necessary to keep the previous version on the user's PC.

Hardware requirements

Supported client operating systems: • Windows 10 • Mac OSX 10.13 High Sierra • Mac OSX 10.14 Mojave • Mac OSX 10.15 Catalina • Mac OSX 11.00 Big Sur (access to some folders may be required based on privacy settings; access must be allowed for the application to function correctly)

Recommended CPU: Intel® Core ™ i3 or higher Memory: 4GB minimum, 8GB recommended Hard Disk Space: minimum 10 GB Minimum video resolution: 1280x720 Recommended browser: Chrome (Windows / MacOS)

Proxy Analytics Configuration

To allow automatic proxy configuration, make sure that you have write rights in the WebComponent installation folder and that the machine on which it is run has access to the internet, if you access it via public URL.

Note: you can copy the proxyconf.ini file to the new installation folder (if present in the installation folder of the previous version) to inherit the configuration when different from the default (System settings).

If the user is unable to access the WebComponent due to connection problems, check the proxy configuration. The WebComponent automatically inherits the system settings.

If necessary, you can intervene manually by following the manual proxy configuration procedure:

• click “New report” to create a new report in order to start the WebComponent



• select the "IBWebComponents" menu

• select one of the proxy configuration options: o Manual configuration o Manual configuration with user and password o Disabled

• finally confirm by clicking on “Ok” and close the window

repeat the procedure for creating a new report to restart the WebComponent

WEBAPP

Catalog section: Revisitation

The Catalog grid shows:

• Name: title of the template

• Type: tool with which the template was created (it can be Power BI or Infobusiness)

• Template code: identification code of the template

• Version: version code of the template

• Updates: Indicates the presence of updates available for the template

• Release date

• Available languages: clicking on the icon shows the languages in which the template is available in a list.

• Activated / Demo: if the template has already been configured, the use mode is indicated To proceed with the activation and configuration of a template, simply click anywhere in the row to access the configuration wizard.

Wizard: Power BI and Infobusiness Template activation and configuration

This feature is available to administrative users only and allows:

• the activation, deactivation and configuration of Power BI and Infobusiness templates;

• the possibility of installing an update of the same;



• the ability to upload a custom template (or a customization of the template) and perform its configuration.

Within the "Catalog" section of Analytics, clicking on the row relating to the single template (eg: selecting the name) will open a page that will guide the administrator from the activation to the download of the selected template.

Selection of a template that has never been activated

At the opening, the Wizard is in the “Template management” section. In the central part of the window the presentation of the template content is shown and the following informations are available:

• Release date: indicates the publication date of the template or the last update of the same.

• Type: indicates the tool with which the template can be analyzed (InfoBusinsess, Power BI).

• Version: indicates the version of the template.

• Code: template code (it will correspond to the name of the file that will be downloaded).

• Available languages: the list of languages in which the template is available is shown

• PDF icon: button that allows the opening of a descriptive pdf file of the template.

• The two buttons for activating the template are available at the top of the mask:

• Demo Template: button to enable / disable the Demo version of the template.

• Template Enabled: button to enable / disable the template.

By selecting the buttons at the top, the template activation procedure begins.

After activation (Demo or Activated) the "Template setting" section is automatically shown.



The first line is set by default on the administrator user who is working. This configuration can be changed.

By selecting “Save setting” a summary of the saved configuration is proposed (section “Verify template setting”).

By selecting the "Back" button you can go back to the previous step to change the configuration.

By selecting the "Forward" button you can proceed to download the template.



It will now be possible to select the language (among those available) and proceed to download the template.

You will therefore be asked where to save the .pbit file at the desired path, at the same time the following screen will open (follow the instructions contained therein):

Changing the configuration of an already activated template

The wizard will appear, it will look like this:



To the right of the activation / deactivation buttons are available the buttons to access the management of the Demo or Activated templates. By clicking on “Manage activated / demo” the sections of the side menu will be enabled.

In "Template configuration" you can change the assignment and profiling to groups / users.

Download update of an already activated template



To the right of the management buttons, if updates are available for a previously activated template, two icons are displayed:

• Info Icon - Displays a descriptive PDF of the changes contained in the update

• Download icon: allows you to update the template (once the update has been completed, all enabled users will have to download it again from MyAnalytics)

Upload template custom

Through the wizard it is possible to load customized templates starting from one of the Activated templates in final mode. Clicking on "Manage activated" will enable the "Template custom" section of the side menu. The functions of this section are the same as in the Template> Power BI> Upload custom template menu point. Summary of steps for loading custom template

1) It is possible to upload the custom template from the Wizard in the “Template custom> Upload” section or from the menu point “Template> Power BI> Upload custom template”. If you start from the menu point, you must select the source template.

2) Load the original pbit file as a temporary custom (drag the file into the “Drag files here” box).

Important: The file must be renamed in such a way that it has the name (code) that you want to give to the future custom template. The prefix must be PBI_. Example: PBI_ERM_CUSTOM.pbit. Fill in the required information:

• Template Description: Enter the desired template description. It will be visible to users in the MyAnalytics section.

• Date: Analysis start date and analysis end date can be set if different from the default. • Template language: Select the language in which the template has been defined. • Documentation: it is possible to upload a pdf document (example: PBI_ERM_CUSTOM.pdf).

Save. Configure the template by assigning it to the administrator user we are using.

3) Open the custom template. From the toolbar select "Transform data" to open the Power Query

Editor. Select the query "PQConnection" in the list on the left. From the toolbar select "Advanced Editor". Change the “Template” line in the code by inserting the custom template code (the file name followed by _1). Example: Template = PBI_ERM_CUSTOM_1. Apply the changes by updating the data (Close and Apply button at the top left). Export the .pbit model.

4) Load the new .pbit file just created from the menu point "Template> Power BI> Upload custom

template" (which will overwrite the previous one).



5) Proceed with the assignment to users and groups through the Configuration. Enabled users will be able to download the customized template from the MyAnalytics tab.

List of implementations / optimizations

• Completion of the communication protocol with the applications for the construction of the predefined templates available in the Catalog.

PowerBI Template > Free Dimensions: Country of birth

Country of birth (type: TABULATED) This information is mapped in the Subject Section. The query extracts the data associated with the employment relationships corresponding to the subject. Data are filtered according to the cone of visibility on the employees.

Analytics Infobusiness > Report

Library section. Starting from this version, you can directly open an Infobusiness report by clicking on the name of the report itself or on the "Open" icon. Unlike previous versions, clicking on this icon will therefore no longer display the intermediate report information summary page.

To access the "Download" or "Change mart and layout" actions, you need to select the report information summary icon, at the bottom of the row.



ETL process for DWH

The update releases the new version of the HR Connector (ETL) 09.04.00.

Minimum application versions

The minimum versions of the applications for processing the ETL did not change with respect to the previous release.

• HR Portal 08.00.00

• Payroll (Project) 05.00.00

• Payroll (Web) 04.01.00

• ZTimeSheet 07.00.00

• Human Resources 07.00.00

• Human Resources (Web) 01.00.00

• Time & Attendance (Project) 19.02.00

• Time & Attendance (Web) 02.07.10

• Safety Solution 05.07.00

• ZTravel 02.02.00

• ZScheduling 05.03.00

• Open Budget & Cost 03.00.00

• Budget 04.02.00

• ZCarfleet 02.02.00



If the system identifies an unsupported version for one of the applications, the module will be excluded from the processing.

ETL implementations and corrections

• Modified control to empty the logs table.

• Variable usage optimization

• Correction for the calculation of the time bar. Common database: Patch / Adjustments

• "Part Time Type" correction for the Master Data Variations layout.

• Java adjustments

• Optimization in the creation of Organization chart views

• Correction of creating views of annual partitions

• New translation file: Visual Quality Check for English translations of personal information.

• Modification of the user language association mechanism (for report translations) in the event that the requested language is not exported to the Datawarehouse.

• Changed visibility Automatic profiling for WF groups. The reports will show the (historical) data of an employee who has ceased to date but still belongs to a Workflow group, based on the validity dates.

Optimizations

• Optimization of the query reading personal data. Implementations

• "Termination Type" master data dimension: if not filled in on the employment relationship master data (or if not available, as in the case of Web Payroll environments), it is populated with the content of the "Uniemens: Termination Type" field associated with the “Employee Status".

Payroll: Implementations

• Addition of the Hire Date and Termination Date dimensions in the "Budget - Employee" group.

• The “Commitment No.” dimension has been added to the accounting layouts (both general and analytical).

Patch / Adjustments

• An additional field has been inserted into the join (IDMARK sign) in the query reading the detail accounting.

Time&Attendance: Patch / Adjustments

• Correction for DB Postgres: of the "Measurement unit" dimension Risorse Umane: Implementations



• Added “Course Canceled Flag” and “Videoconference Flag” dimensions in Training layouts. Minimum version required 07.00.00. An initialization (complete rewrite) will be performed for the Human Resources module.

Safety & Security: Patch / Adjustments

• Added the “Subject With Suspended Exams / Visits" measures in all State Fulfillments layouts.

• Added the fields "Subject With Canceled exams / visits” and “Subject With suspended exams / visits". The calculation of the canceled obligations has been modified.

• Modified the description of “Subject. With exams / visits in the threshold of attention" in "Subject. With exams / visits due soon". The minimum version for compliance is 06.09.00.

• Added the “Flag Videoconference” dimension. An initialization (complete rewrite) for the Safety module will be performed.

Open Budget & Cost: Patch / Adjustments

• Starting with this release, the historical depth of the Open Budget module in the DWH is aligned with the historical depth set for the HR data in the DWH. The default historical depth is STARTY-2: data is loaded into the DWH starting from January two years prior to the current date. Specifically, all the exercises valid from STARTY-2 onwards will be exported to the DWH. The exercises at the turn of the year will be exported in full. An initialization will not be performed. If there are data relating to years prior to the historical depth date, the data will be removed from the Datawarehosue. Note: If you wish to change the historical depth of the Open Budget data, contact the assistance service ([email protected]) to analyze the case.

ZCarFleet: Patch / Adjustments

• Review of the car registry

• Introduction of new dimensions and measures

• In the case of multiple supplies in one day, they will all be reported separately in the reports.

• Oracle DB correction of the “aci Category”.

• Date field correction on DB Postgres.

• An initialization (complete rewrite) will be performed for the ZCarfleet module

• Minimum version required 02.03.00. ZTimesheet: Patch / Adjustments

• Modified calculation of the time bar to consider the table in which the attendance totalizers are imported

• Correction of ZTimesheet job orders

• Decimal loss correction of the amounts shown in the Budget layout for DB HR Postgres and DB DWH SQL.



APPENDIX: TECHNICAL NOTE

Config.properties file replaced by ib_settings table

The config.properties file present in the webapp at the WEB_INF / classes path has been replaced by the ib_settings table (on the HR database). During the update to version 04.02.00, the contents of the file have been written to the new table and the file has been renamed with the “.bak” extension. The information in the new table is the same as in the file and concerns the communication between the Analytics webapp and the Infobusiness services.

File variable config.properties

Table field ib_settings Meaning of the content Example

IBServiceUrl WSADDRESS URL of the InfoBusiness Web service with indication of the server IP and SOAP port)

http://127.0.0.1:1024/wsdl

FTPServerAddress FTPSERVERADDRESS IP address of the service FTP server (Address of the server hosting the IBWeb service or the external FTP service)

127.0.0.1

FTPServerPort FTPSERVERPORT Port on which the FTP server responds (Usually 21 for FTP 22 for SFTP)

21

FTPLogin FTPLOGIN Username of the FTP service, for internal service is "IBWEBFTP"

IBWEBFTP

FTPPassword FTPPASSWORD Password of the FTP service, for internal service it is "IBWEBFTP"

IBWEBFTP

FTPMode FTPMODE FTP connection mode (FTPMode = ACTIVE or FTPMode = PASSIVE)

PASSIVE

Please note: if you need to change one of these values, you need to update the ib_settings table directly on the database. Alternatively, you can rename the config file by removing the .bak extension, modify the file and reload the Analytics webapp. The reload will update the new values in the table and return the .bak extension to the file.

analytics · etl process for dwh ..... 13 minimum application versions ..... 13 etl implementations...

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