Active Business Intelligence Portal User Manual

Active Business Intelligence Portal
User manual
© DB Software Laboratory 2008
www.dbsoftlab.com
Active Business Intelligence Portal User Manual
Contents
Contents....................................................................................................................................... 2
1. Introduction ............................................................................................................................. 4
2. Requirements........................................................................................................................... 4
Active BI Portal Manager........................................................................................................ 4
Windows Based Server ........................................................................................................... 5
Unix/Linux Based Server ........................................................................................................ 5
3. Key features............................................................................................................................. 6
4. Active Business Intelligence Portal Architecture.................................................................... 8
5. Installation ............................................................................................................................... 9
6. Options .................................................................................................................................. 10
7. User Interface ........................................................................................................................ 12
Main window......................................................................................................................... 12
Outlook Bar ........................................................................................................................... 13
8. Connections. .......................................................................................................................... 14
Why it is necessary to have two different connections. ........................................................ 15
Understanding PHP DSN ...................................................................................................... 15
9. Menus .................................................................................................................................... 17
Creating new Menu ............................................................................................................... 18
Creating new Menu Item....................................................................................................... 19
Speeding up Menu creation................................................................................................... 20
10. Lookups ............................................................................................................................... 20
10. Lookups ............................................................................................................................... 21
SQL Builder .......................................................................................................................... 23
11. Links .................................................................................................................................... 24
12. Users .................................................................................................................................... 25
13. Groups ................................................................................................................................. 28
Access Rights. ....................................................................................................................... 30
14. SQL ..................................................................................................................................... 32
Screen Overview ................................................................................................................... 32
SQL Toolbar.......................................................................................................................... 33
Side toolbar............................................................................................................................ 33
15. Web Pages ........................................................................................................................... 34
Screen Overview ................................................................................................................... 34
Creating a New Web Page Using Wizard ............................................................................. 35
Toolbar Functions.................................................................................................................. 38
18. Reports................................................................................................................................. 39
Screen Overview ................................................................................................................... 39
Creating a New Report Page Using Wizard .......................................................................... 40
Report Structure .................................................................................................................... 46
Editing HTML Manually....................................................................................................... 47
Report HTML Example......................................................................................................... 48
Report Parameters page HTML Example ............................................................................. 49
Linking Reports together....................................................................................................... 50
Linking Reports using Wizard .............................................................................................. 51
19. Web Forms .......................................................................................................................... 53
Screen Overview ................................................................................................................... 53
Creating a New Web Form Using Wizard ............................................................................ 54
DB Software Laboratory
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Editing HTML Manually....................................................................................................... 63

Web Form HTML Example .................................................................................................. 64
List HTML Page Example .................................................................................................... 65
Web Forms Parameters page HTML Example ..................................................................... 65
20. Support Procedure ............................................................................................................... 67
21. License Agreement.............................................................................................................. 68
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1. Introduction
Active Business Intelligence Portal is business intelligence software that provides an

integrated solution for designing and deploying reports and web forms over the internet and
intranet.
2. Requirements
Active Business Intelligence Portal consists of two parts Active BI Portal Manager which
works on Windows only and server part which is collection of PHP scripts and can be run on
Windows, UNIX or Linux.
Below is the list of Software that must be installed before the installation of Active Business
Intelligence Portal:
Active BI Portal Manager
Software Version Notes

Microsoft Windows 98 or higher
MDAC 2.6 or higher Part of OS on W2K
and XP
Microsoft Jet 4.0 Service pack 5 or For MS Access
higher repository
MySql ODBC 3.51.12 or higher www.mysql.com For MySql repository
Driver
PostgreSql ODBC 8.01.01 or higher www.postgresql.com For PostgreSql
Driver repository
Firebird ODBC 1.02.00 or higher www.ibphenix.com For Interbase/FireFox
Driver repository
Oracle Client 7.3.4 or higher Provided by Oracle Only to connect to
Oracle repository
Internet Explorer v6
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Windows Based Server

Microsoft Windows NT 4,2000,XP or
2003
Internet Information Part of OS on W2K
Server or Apache and XP
web server
MS Access ODBC To connect to MS
driver Access databases
MySql ODBC 3.51.12 or higher www.mysql.com To connect to MySql
Driver databases
PostgreSql ODBC 8.01.01 or higher www.postgresql.com To connect to
Driver PostgreSql databases
Firebird ODBC 1.02.00 or higher www.ibphenix.com To connect to
Driver Interbase/FireFox
databases
Oracle Client 7.3.4 or higher Provided by Oracle To connect to Oracle
databases
PHP 4.3.4 or higher with www.php.net Required component
all database related
extensions
PEAR DB package pear.php.net Required component
Unix/Linux Based Server

Web Server which Required component
supports PHP.
(for example
Apache)
PHP 4.3.4 or higher with www.php.net Required component
all database related
extensions
PEAR DB package pear.php.net Required component
Note:
Depending on the Requirements you may or may not need to have all components installed
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3. Key features
This product features:

• Integrated Html Editor
• Integrated SQL Builder
• Comprehensive security management
• User definable menus
• Report Generation Wizard
• Web Forms Wizard
• Collection of predefined themes.
• Unlimited number of users
• Repository Creation Wizard
• Easy Repository switching
• Repository Import and Export
• Lookups
• Sql Editor
When running on Windows Active Business Intelligence Portal can use any ODBC source or
PHP Database extensions to report on such as
• MS Access
• Oracle
• MS Sql Server
• Interbase/Firebird
• MySQL
• PostgreSQL
Same when running on UNIX and Linux.
Active Business Intelligence Portal uses repository to store following information
• Users
• Groups
• Access Rights
• Menus
• Lookups
• Source Database Connections
• Links
• HTML Pages
• Reports
• Forms
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Repository Creation scripts are provided for following databases:
• MS Access
• Oracle
• MS Sql Server
• Interbase/Firebird
• MySQL
• PostgreSQL
Note:
Once installation is completed you may find all the scripts in C:\Program Files\DB Software
Laboratory\Active Business Intelligence Portal folder.
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4. Active Business Intelligence Portal Architecture
Web Server
IIS/Apache
Web Pages
Reports
Web Forms
Any Links
Database Menus
ODBC
End Users
Data Sources
Oracle, MS SQL Server.

MS ACCESS, MySQL,
PostgreSQL or Interbase
Portal
Manager
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5. Installation
Repository creation
Use wizard provided to create the repository
Web Server configuration and installation
Installation of PHP and pear is outside of scope of this document.
You may find PHP installation manual at
http://uk2.php.net/install
And Pear installation guide at
http://www.go-pear.org/manual/en/installation.php
You may also consider using XAMPP
http://www.apachefriends.org/en/xampp.html
XAMPP for Windows
By default this package installs all we need
Installation of Active Business Intelligence Portal in 5 easy steps
1. Install XAMPP for Windows

2. Install Active Business Intelligence Portal
3. Copy Portal Directory from
4. “C:\Program Files\DB Software Laboratory\Active Business Intelligence Portal” to
“C:\Program Files\xampp\htdocs”.
5. Launch Internet Explorer and go to http://localhost/Portal
6. You should be able to see Active Business Intelligence Portal Welcome Page
Changing the repository Connection
Default Repository is MS Access if you want to use different repository you must create it first
using wizard provided. Once repository is created open config.php file find a line starting with
$dsn= and enter appropriate connection string for the repository. For more information read
Understanding PHP DSN on page 15.
Note:
Config.php file is located in C:\Program Files\DB Software Laboratory\Active Business

Intelligence Portal\Portal directory
Default password for user Administrator is test
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6. Options
To change Active Business Intelligence Portal settings click System menu-> File-> Options.
Dialog box will appear.
Change Connection
properties
Delete Connection
Create new
Connection
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7. User Interface
Main window
System Menu
Outlook Bar Status bar
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Outlook Bar
Active Business Intelligence Portal uses Outlook bar to provide the user with an easy access to
the main functions of application.
Below is a list of Outlook bar items with the short descriptions:
Connections Defines connections to Data Sources
Menus Defines Tree Menus
Lookups Defines lists of values which are used in Parameters forms

for Reports and Web Forms
Links Defines links to external web sites or documents
Users Defines list of Active Business Intelligence Portal Users
Groups Defines list of Active Business Intelligence Portal Groups of

Users and access rights to portal documents such as Web
Pages, Reports and forms.
SQL Scripts Provides functionality to run SQL statements against target
Data Source and quick way to browse and edit data
Web Pages List of Web pages together with HTML editor.
Reports List of Reports together with Reports Editor.
Forms List of Forms together with Reports Editor.
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8. Connections.
In order to generate Reports and Web Forms Active Business Intelligence Portal must be able
to connect various Data sources.
To create a new connection Click Outlook Bar-> Portal Management-> Connections->Plus

Icon.
• Dialog box will appear.

• In the Name Text Box type in a new name for the connection you are about to create
• Select a ODBC DSN Name from the Drop Down List
• Fill in Username/Password for the database you wish to connect to
a. You may use ODBC admin to create/modify ODBC data sources.
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• Click Test to ensure the details you have provided are correct
• Fill in PHP Dsn appropriate for the data source
• Click OK to close the Connection Properties Window
Why it is necessary to have two different connections.

It is necessary because Active Business Intelligence Portal Manager and PHP Portal Scripts
are using different ways to access data source data. Active Business Intelligence Portal
Manager can be run on Windows PC only when PHP Portal Scripts can be run on Windows
and Unix/Linux as well.
Understanding PHP DSN
Description
To connect to a database through PEAR::DB, you have to create a valid DSN - data source
name. This DSN consists in the following parts:
phptype: Database backend used in PHP (i.e. mysql , odbc etc.)

dbsyntax: Database used with regards to SQL syntax etc.
protocol: Communication protocol to use ( i.e. tcp, unix etc.)
hostspec: Host specification (hostname[:port])
database: Database to use on the DBMS server
username: User name for login
password: Password for login
proto_opts: Maybe used with protocol
The format of the supplied DSN is in its fullest form:

phptype(dbsyntax)://username:password@protocol+hostspec/database
Most variations are allowed:

phptype://username:password@protocol+hostspec:110//usr/db_file.db
phptype://username:password@hostspec/database_name
phptype://username:password@hostspec
phptype://username@hostspec
phptype://hostspec/database
phptype://hostspec
phptype(dbsyntax)
phptype
The currently supported database backends are: mysql -> MySQL

pgsql -> PostgreSQL
ibase -> InterBase
msql -> Mini SQL
mssql -> Microsoft SQL Server
oci8 -> Oracle 7/8/8i
odbc -> ODBC (Open Database Connectivity)
sybase -> SyBase
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ifx -> Informix

fbsql -> FrontBase
With an up-to-date version of DB, you can use a second DSN format
phptype(syntax)://user:pass@protocol(proto_opts)/database
Example 1: Connect to database through a socket
mysql://user@unix(/path/to/socket)/pear
Example 2: Connect to database on a non standard port
pgsql://user:pass@word@tcp(localhost:5555)/pear
Note:
User may change connection or directory properties at any time by double clicking on it.
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9. Menus
Every Portal user has a menu assigned. List of items accessible by the user is defined by its
access rights. Every menu consists of a root folder subfolders and items such as links, html
pages, reports and web forms.
Menu
List of Menus
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Creating new Menu
• To create a new Menu click Pop up menu-> Add.

• Fill in Menu Name you are about to create.
• Click OK to finish creation of Menu.
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Creating new Menu Item
• To create a new Menu Item click Pop up menu-> Add.

• Choose appropitate Item Type from Radio Group
• Fill in Item Name or choose it from drop down box.
• Click OK to finish creation of Menu Item.
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Speeding up Menu creation.
It is also possible to use drug and drop for menu design and creation.
List of folders
List of documents
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10. Lookups
Lookup is an object which represents list of values. Lookups are used for web forms and
parameters pages design.
Lookup
Lookup in Active Business Intelligence Portal is an SQL statement with two fields’ code and
description. First field is code second is description.
Select cities.CityId,
cities.City from cities
Order by 2
• To create a new Lookup click Outlook bar Lookups and than click Add.
• Dialog box will appear
• Fill in Lookup Name you are about to create.
• Select appropriate connection from the drop down box
• Click on SQL tab
• Type in SQL text or use SQL builder to design it
• Click OK to finish creation of a Lookup.
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SQL Builder
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SQL Builder
Sql Builder screen provides user with a quick way of editing/creating sql select statements.
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11. Links
Link is an object which represents URL link to an external web site or document.
• To create a new Link click Outlook bar Links and than click Add.
• Fill in Link Name you are about to create.
• Fill in URL
• Click OK to finish creation of a Link.
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12. Users
Active Business Intelligence Portal uses roles based security model. Every portal user must be
a member at list one of the users groups and have menu assigned. Combination of group
access rights and user group membership defines list of documents user can get access to.
• To create a new User click Outlook bar Users and than click Add.
• Fill in User Name you are about to create.
• Specify if user login is disabled
• Fill in user password and confirm password
• Select a User Menu from drop down box
• Click Advanced tab and fill in additional information about user
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• Click OK to finish creation of an User.
Note:
All Fields on Advanced tab are not mandatory.
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Once user is created it is possible to modify Group membership.
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13. Groups
Active Business Intelligence Portal uses roles based security model. Every portal user must be
a member at list one of the users groups and have menu assigned. Combination of group
access rights and user group membership defines list of documents user can get access to.
• To create a new Group click Outlook bar -> Groups and than click Add.
• Fill in Group Name you are about to create
• Click OK to finish creation of an Group
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Once Group is created it is possible to modify list of Group members.
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Access Rights.
Access rights tabs defines list of objects available for group members.
Permission Comment
No Access Blocks access to the objects regardless of group membership
View Group members can view the objects
Insert Group members can insert records using the Web form object
Update Group members can update records using the Web form object
Delete Group members can delete records using the Web form object
Hint:
To add several objects hold ctrl or shift key and select objects using mouse.
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14. SQL
SQL Screen is a tool to run a free hand SQL or SQL scripts.
Screen Overview
SQL Toolbar Connections List SQL Window SQL Builder
List of available SQL Execution LOG

tables for Data Grid
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SQL Toolbar
1 2 3 4
1. Show/hide SQL Statement

2. Show/hide connection panel
3. Show/hide log panel
4. Show/hide system tables
Side toolbar
1. Previous SQL Statement

2. Next SQL Statement
3. Select SQL Statement to execute
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15. Web Pages
Screen Overview
Toolbar
List of Documents
Editor
HTML Editor
Status bar
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Creating a New Web Page Using Wizard
• To create a new Web Page click Outlook bar -> Web Pages and than click Add.
• Wizard Screen will appear

• Click next to continue
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• Fill in HTML Page Name

• Fill in Comments
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• Click finish to complete HTML Page creation process
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Toolbar Functions
1 2 3 4 5 6 7 8 9 10 11 12
13 14 15 16 17 18 19 20 21 22 23 24 25 26
27 28 29 30 31
32 33 34 35 36 37 38 39 40 41 42 43 44 45 46
1. Open Wizard (Properties Dialog) 26. Insert Break

2. Load Web Page from the Disk 27. Font
3. Save Web Page to the Repository 28. Font Size
4. Save Web Page to the Disk 29. Bold
5. Find 30. Italic
6. Print Document 31. Underline
7. Print Preview 32. Remove Bullets/Numbering
8. Cut 33. Formatting Numbers
9. Copy 34. Formatting Bullets
10. Paste 35. Remove Align
11. Undo 36. Align Left
12. Redo 37. Align Centred
13. Insert Table 38. Align Right
14. Table Properties 39. Justify
15. Split Cells 40. Insert Horizontal Line
16. Merge Cells 41. Insert Link
17. Add Cell 42. Insert Picture
18. Add Row 43. Background Colour
19. Add Column 44. Font Colour
20. Delete Cell
21. Delete Row
22. Delete Column
23. Insert Form Object such as Edit box,
Drop down box etc
24. Insert Comment
25. Insert HTML
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18. Reports.
Screen Overview
Toolbar
List of available fields Report Editor

HTML Editor
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Creating a New Report Page Using Wizard

In this example we will be creating a report which represents customers’ sales grouped by city
and country for specified month. See SQL below.
Select countries.Country,
cities.City,
customers.CompanyName,
customers.ContactName,
Sum (sales. Amount) As Sales
From countries,cities,customers,sales,months
where
countries.CountryId = cities.CountryId and
cities.CityId = customers.CityId and
customers.CustomerID = sales.CustomerID and
months.MonthId = sales.MonthID and
months.Month=:Month Parameters must start with ‘:’
• To create a new Report click Outlook bar -> Reports and than click Add.
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• Fill in Report Name and select appropriate connection

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• Enter SQL for report or alternatevely use SQL builder to generate it

• Enter labels for columns and select appropriate formats

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• Enter descriptions for parameters and select appropriate lookups if necessary

• Select fields for report groupping

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• Select functions for calculattions

• Change report appereance by changing state of check boxes on the right

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• Fill in report comments

• Click finish to complete report creation process
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Report Structure
Group Header Rows Header

Text before Report Rows Data
Report Level Calculations

Text after Report Group Footer
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Editing HTML Manually
While editing html manually keep in mind information below.
Reports
• FN[FieldName] – Field Name

• FD[FieldName] - Field Data
• Calc[FieldName,FunctionName] - Calculation
•  - Report Start
•  - Report End
•  - Report header start
•  - Report header end
•  - Group header start
•  - Group header end
•  - Rows header start
•  - Rows header end
•  - Report data start
•  - Report data end
•  - Group footer start
•  - Group footer end
•  - Report summary start
•  - Report summary end
•  - Report footer start
•  - Report footer end
Parameters Page
•  - Report form Start

•  - Report form End
• Every report parameters page must have  after <form
name="document_parameters" method="get">
• Every lookup must have  after </select> tag. Where 1002 is lookup id
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Report HTML Example
<body><br /><br />

<table class="report" cellspacing="1" cellpadding="1" align="center" border="1">
<tbody>
<tr class="reportheader">
<td colspan="80">Reports Header</td>
</tr>
<tr class="groupheader">
<td colspan="80">FN[Country]:FD[Country]</td>
</tr>
<tr class="rowsheader">
<td>FN[City]</td>
<td>FN[CompanyName]</td>
<td>FN[ContactName]</td>
<td align="right">FN[Sales]</td>
</tr>
<tr class="rowsdata">
<td>FD[City]</td>
<td>FD[CompanyName]</td>
<td>FD[ContactName]</td>
<td align="right">FD[Sales]</td>
</tr>
<tr class="groupfooter">
<td> </td>
<td></td>
<td></td>
<td align="right">Calc[Sales,SUM]</td>
</tr>
<tr class="summary">
<td></td>
<td></td>
<td></td>
<td align="right">Calc[Sales,SUM]</td>
</tr>
<tr class="reportfooter">
<td colspan="80">Reports Footer</td>
</tr>
</tbody>
</table><br /><br />
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Report Parameters page HTML Example
<body><br /><br />

<form name="document_parameters" method="get">
<tbody>
<tr>
<td>Month</td>
<td><select name="Month"></select></td>
</tr>
<tr>
<td><input style="width: 83px; height: 24px" onclick="submitdata()" type="submit"
size="55" value="OK" name="btnSubmit" /></td>
<td> </td>
</tr>
</tbody>
</table>
</form>
</body>
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Linking Reports together
Example below demonstrates ability of Active Business Intelligence Portal link reports
together. First report represents list of sales by county. When user clicks on Country name it
will bring sales by city for specific country, clicking on city name will bring customers sales
for that city.
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Linking Reports using Wizard
• To create a link between Reports click Link Document button

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• Select Report you want to link to from drop down box

• It is also possible to link on report to several reports
• Map columns to parameters

• Click Finish to complete linking reports
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19. Web Forms
Screen Overview
List of available fields Toolbar
HTML Editor Form Editor
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Creating a New Web Form Using Wizard

In this example we will be creating a Web Form for editing list of customers online.
• To create a new Web Form click Outlook bar -> Forms and than click Add.
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• Fill in Web Form Name and select appropriate connection

• Select Base Table Name from Drop Down box

• Check Generate SQL Automatically
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• Select fields which are part of primary key for table they will be used for SQL
generation later
• Fill in/Update fields’ Labels
• Select appropriate formats
• Select Lookups for fields if necessary
• Modify generated sql if necessary

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• Enter descriptions for parameters and select appropriate lookups if necessary

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• This screen represents Web form Page Preview

• This screen represents Record List Page Preview

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• This screen represents Parameters Page Preview

• Fill in comments
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• Click finish to complete Web Form Creation Process
• Result of Web Form Creation Process
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List of customers in Web Browser
Editing Data
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Editing HTML Manually
While editing html manually keep in mind information below.
Form Page
•  - Web form start

•  - Web form End
• Every web form must have  before </form> tag
• Every input object must have same name as an existing field in select statement
Records List Page
• FN[FieldName] – Field Name

• FD[FieldName] - Field Data
•  - List Start
•  - List End
•  - List header start
•  - List header end
•  - List header start
•  - List header end
•  - List data start
•  - List data end
•  List footer start
•  List footer end
•  List footer end
• Use <a href="?document=1114&_ACTION=ADD_DATA">Add</a> to add record
• Use <a href="?document=1114&_ACTION=DELETE_DATA<-- pk -->">Delete</a>
to delete records
• Use <a href="?document=1114&_ACTION=EDIT_DATA<-- urlrec -->">Edit</a> to
edit records
Parameters Page
•  - Report form Start

•  - Report form End
• Every report parameters page must have  after <form
name="document_parameters" method="get">
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Web Form HTML Example

<body><br /><br />
<form name="web_form" method="get">
<tbody>
<tr>
<td>ID:</td>
<td><input style="width: 129px; height: 22px" size="16" value=""
name="CustomerID" /></td></tr>
<tr>
<td>Company Name:</td>
name="CompanyName" /></td></tr>
<tr>
<td>Title:</td>
<td><input value="" name="ContactTitle" /></td>
</tr>
<tr>
<td>Contact Name:</td>
name="ContactName" /></td></tr>
<tr><td>Address:</td>
<td><textarea name="Address" rows="3" cols="30"></textarea></td>
</tr>
<tr><td>City:</td>
<td><select style="width: 262px" name="CityId"></select></td>
</tr>
<tr><td>Postal Code:</td>
<td><input value="" name="PostalCode" /></td>
</tr>
<tr><td>Phone:</td>
<td><input value="" name="Phone" /></td>
</tr>
<tr><td>Fax:</td>
<td><input value="" name="Fax" /></td>
</tr><tr>
<td><input style="width: 83px; height: 24px" onclick="submitWFdata()"
type="submit" size="55" value="Save" name="btnSubmit" /></td>
<td></td>
</tr>
</tbody>
</table>
</form><br /><br /><br />
</body>
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List HTML Page Example
<body><br /><br />

<tbody>
<tr class="rowsheader">
<td><a href="?document=1114&_ACTION=ADD_DATA">Add</a></td>
<td> </td>
<td>FN[CompanyName]</td>
<td>FN[ContactTitle]</td>
<td>FN[ContactName]</td>
<td>FN[Address]</td>
<td>FN[City]</td>
<td>FN[PostalCode]</td>
<td>FN[Phone]</td>
<td>FN[Fax]</td>
</tr>
<tr class="rowsdata">
<td><a href="about:blank?document=1114&_ACTION=DELETE_DATA<-- pk --
>">Delete</a></td>
<td><a href="about:blank?document=1114&_ACTION=EDIT_DATA<-- urlrec --
>">Edit</a></td>
<td>FD[CompanyName]</td>
<td>FD[ContactTitle]</td>
<td>FD[ContactName]</td>
<td>FD[Address]</td>
<td>FD[City]</td>
<td>FD[PostalCode]</td>
<td>FD[Phone]</td>
<td>FD[Fax]</td>
</tr>
</tbody>
</table><br /><br /> 
</body>
Web Forms Parameters page HTML Example
Same as Report Parameters page HTML Example
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20. Importing and Exporting Data
There are several ways to import export data from Active Business Intelligence Portal
User may Export entire Repository by clicking tools-> Export Repository. Format is
transportable between different databases. For example user may Export Repository from
testing environment such as MS access an import it into Live environment which is Oracle.
User may also import HTML documents from a directory. In this case file names will became
HTML Document name in Active Business Intelligence Portal Repository. This feather makes
it easier to load previously created HTML pages. It is also possible to save all Documents into
specified directory. This works with Reports and Web Forms as well. It will create separate
files for Report HTML Page, Parameters HTML page etc. and for all sql scripts.
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21. Support Procedure
Should you require any support please send the following information to
support@dbsoftlab.com
1. Version number
2. Example of data
3. Script to create table
4. Database version
5. Operation system version
6. Repository
7. Description of the problem
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22. License Agreement

Active Business Intelligence Portal by
www.dbsoftlab.com
info@dbsoftlab.com
END-USER LICENSE AGREEMENT FOR THIS SOFTWARE

IMPORTANT - READ CAREFULLY:
This End-User License Agreement ("EULA") is a legal agreement between you (either
an individual or a single entity) and DB Software Laboratory for the SOFTWARE
PRODUCT identified above, which includes computer software and may include
associated media, printed materials, and "online" or electronic documentation. By
installing, copying, or otherwise using the SOFTWARE PRODUCT, you agree to be
bound by the terms of this EULA. If you do not agree to the terms of this EULA, you
may be subject to civil liability if you install and use this SOFTWARE PRODUCT.
SOFTWARE PRODUCT LICENSE
The SOFTWARE PRODUCT is protected by copyright laws and international

copyright treaties, as well as other intellectual property laws and treaties.
The SOFTWARE PRODUCT is licensed, not sold.
INSTALLATION AND USAGE
Once SOFTWARE PRODUCT is installed you may use it for 30 days. After evaluation
period ends, you have to purchase a license or stop using the SOFTWARE
PRODUCT.
If this is an EVALUATION VERSION of the SOFTWARE PRODUCT, you may copy

and distribute an unlimited number of copies of the SOFTWARE PRODUCT; provided
that each copy shall be a true and complete copy, including all copyright and
trademark notices, and shall be accompanied by a copy of this EULA.
If this is a REGISTERED VERSION of the SOFTWARE PRODUCT, you may install

and use it for your personal use only. You may not reproduce or distribute the
SOFTWARE PRODUCT for use by others.
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LICENSING
There are two types of licenses available
1. A single computer usage license. The user purchases one license to use the
SOFTWARE PRODUCT on one computer.
2. A SITE usage license. The user purchases a single usage license, authorising the
use of SOFTWARE PRODUCT, by the purchaser, the purchaser's
employees or accredited agents, on an unlimited number of computers at the same
physical site location. This site location would normally be defined as a single
building, but could be considered to be a number of buildings within the same,
general, geographical location, such as an industrial estate or small town.
OTHER RIGHTS AND LIMITATIONS
You may not reverse engineer, decompile, or disassemble the SOFTWARE

PRODUCT, except and only to the extent that such activity is expressly permitted by
applicable law notwithstanding this limitation. Any such unauthorized use shall result
in immediate and automatic termination of this license and may result in criminal
and/or civil prosecution. All rights not expressly granted here are reserved by DB
Software Laboratory.
The SOFTWARE PRODUCT is licensed as a single product. Its component parts may
not be separated for use on more than one computer.
You may permanently transfer all of your rights under this EULA, provided the
recipient agrees to the terms of this EULA.
SEVERABILITY
In the event of invalidity of any provision of this license, the parties agree that such
invalidity shall not affect the validity of the remaining portions of this license.
COPYRIGHT
The SOFTWARE PRODUCT is protected by copyright laws and international treaty

provisions. All title and copyrights related to the SOFTWARE PRODUCT (including
but not limited to any images, photographs, animations, video, audio, music, text, and
"applets" incorporated into the SOFTWARE PRODUCT), the accompanying printed
materials, and any copies of the SOFTWARE PRODUCT are owned by DB Software
Laboratory.
MISCELLANEOUS
Should you have any questions concerning this EULA, or if you desire to contact the
author of this Software for any reason, please contact DB Software Laboratory (see
contact information at the top of this EULA).
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LIMITED WARRANTY
DB Software Laboratory expressly disclaims any warranty for the SOFTWARE

PRODUCT. The SOFTWARE PRODUCT and any related documentation is provided
"as is" without warranty of any kind, either express or implied, including, without
limitation, the implied warranties or merchantability, fitness for a particular purpose, or
no infringement. The entire risk arising out of use or performance of the SOFTWARE
PRODUCT remains with you.
In no event shall DB Software Laboratory be liable for any damages whatsoever or

refund any money (including, without limitation, damages for loss of business profits,
business interruption, loss of business information, or any other pecuniary loss)
arising out of the use of or inability to use this product, even if DB Software
Laboratory has been advised of the possibility of such damages. Because some
states/jurisdictions do not allow the exclusion or limitation of liability for consequential
or incidental damages, the above limitation may not apply to you.
ENTIRE AGREEMENT
This is the entire agreement between you and DB Software Laboratory which
supersedes any prior agreement or understanding, whether written or oral, relating to
the subject matter of this license.
Thank you for using the Active Business Intelligence Portal.

www.dbsoftlab.com
info@dbsoftlab.com
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Active Business Intelligence Portal User Manual

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Active Business Intelligence Portal

© DB Software Laboratory 2008

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Active Business Intelligence Portal is business intelligence software that provides an

Active BI Portal Manager

Software Version Notes

Windows Based Server

Software Version Notes

Unix/Linux Based Server

Software Version Notes

This product features:

Same when running on UNIX and Linux.

Active Business Intelligence Portal uses repository to store following information

Repository Creation scripts are provided for following databases:

4. Active Business Intelligence Portal Architecture

Oracle, MS SQL Server.

Use wizard provided to create the repository

Web Server configuration and installation

Installation of PHP and pear is outside of scope of this document.

You may find PHP installation manual at

And Pear installation guide at

You may also consider using XAMPP

XAMPP for Windows

By default this package installs all we need

Installation of Active Business Intelligence Portal in 5 easy steps

1. Install XAMPP for Windows

Changing the repository Connection

Config.php file is located in C:\Program Files\DB Software Laboratory\Active Business

Outlook Bar Status bar

Below is a list of Outlook bar items with the short descriptions:

Connections Defines connections to Data Sources

Menus Defines Tree Menus

Lookups Defines lists of values which are used in Parameters forms

Links Defines links to external web sites or documents

Users Defines list of Active Business Intelligence Portal Users

Groups Defines list of Active Business Intelligence Portal Groups of

Web Pages List of Web pages together with HTML editor.

Reports List of Reports together with Reports Editor.

Forms List of Forms together with Reports Editor.

To create a new connection Click Outlook Bar-> Portal Management-> Connections->Plus

• Dialog box will appear.

a. You may use ODBC admin to create/modify ODBC data sources.

Why it is necessary to have two different connections.

Understanding PHP DSN

phptype: Database backend used in PHP (i.e. mysql , odbc etc.)

The format of the supplied DSN is in its fullest form:

Most variations are allowed:

The currently supported database backends are: mysql -> MySQL

ifx -> Informix

Example 1: Connect to database through a socket

Example 2: Connect to database on a non standard port

Creating new Menu

• To create a new Menu click Pop up menu-> Add.

Creating new Menu Item

• To create a new Menu Item click Pop up menu-> Add.

Speeding up Menu creation.

• Click OK to finish creation of an User.

Once user is created it is possible to modify Group membership.

Once Group is created it is possible to modify list of Group members.

SQL Screen is a tool to run a free hand SQL or SQL scripts.

SQL Toolbar Connections List SQL Window SQL Builder

List of available SQL Execution LOG

1. Show/hide SQL Statement

1. Previous SQL Statement