FileNet P8 Case Analyzer, Version 5.2.1            

Configuring the Excel Reports component for Case Analyzer

Configure the Excel Reports component for Case Analyzer to provide the information necessary to generate and store the reports.

To configure the Excel Reports component for Case Analyzer:

  1. Log in with the ca_client_database_user ID and password.
  2. Start the Case Analyzer Configuration Tool at the following path: C:\Program Files (x86)\IBM\FileNet\CaseFoundation\Case Analyzer components\Excel Reports\modifyxls.exe
    Tip: This path is the default installation path for IBM® Case Foundation. Use a different path as needed to locate the modifyxls.exe file.
  3. Enter the name of the Case Analyzer Analysis Server where the Case Analyzer OLAP database is located. Depending on whether the Content Platform Engine has a local or remote OLAP database, use one of the following choices:
    • The server where the Content Platform Engine software is installed.
    • The remote OLAP database server that is used by the Content Platform Engine.
    High availability clustered server environmentsImportant: In highly available environments, use the virtual IP or name of the SQL Server Analysis Services server.
  4. Select the Database Version for Case Analyzer Analysis Services:
    • Microsoft SQL Server 2012
  5. Enter the Database Name for Case Analyzer Analysis Services or the OLAP database name.
  6. Enter the Analysis Services Instance Name.
    Tip: This field requires a value only when installing on SQL Server with a non-default Analysis Service. If you are installing on SQL Server with the default instance, you can leave the field empty.
  7. Verify that the folder where you store your reports is listed in the Root Report Folder field. By default, the field contains the location where installation installed the out-of-the-box reports. If your reports are stored in another folder, enter the path to that folder. For more information, see Selecting an alternate storage location for Excel Reports.
  8. Click Configure. The Case Analyzer Client Configuration Tool configures the preconfigured sample reports. It configures the data connection in all Excel spreadsheets in all folders one level below the indicated folder.
    Tip: After report configuration, you can view the sample reports or create new reports. For more information, see Workflow analysis reports.
  9. Select File > Exit to close the Case Analyzer Client Configuration Tool.


Last updated: October 2015
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