Posts Tagged ‘reports’

Item Tracking, Status and Exception Reporting in Aras

May 21, 2012

MarcL: PLM solutions need to provide tracking, status, and exception reports and the reports should be able to be tailored to specific needs such as selected release level and specific attributes. There should also be the ability for reporting by exceptions, in particular on missing or incomplete objects belonging to a predefined set.

Peter Schroer:

Aras Innovator out-of-the-box includes default settings and tools for the Administrator to configure the level of history and audit trails that will be tracked, by Item Type.

For example a Part may have history of every transaction (view, update, create, etc) and audit trails supporting complete traceability,    while a Product Release Plan only has tracking of edit events.

These rules can be changed and updated at any time.

The Aras Innovator platform also provides a set of standard events for the solution developer to hang business rules (tests for exceptions, etc).

The most common approach is to link the exception testing to Lifecycle State changes,  and the exception testing can result in either just a message to the user, or a forced roll-back of the lifecycle status change until the exceptions are resolved.

This is all standard OOTB functionality in Aras Innovator.

We provide training on how to set-up, administer and customize these capabilities as well.

For additional information on these capabilities see the previous post ‘Business Intelligence, Custom Reports and Secure Reporting in Aras’ or check out the Posts Tagged ‘Reporting’ and ‘Administration’.

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Business Intelligence, Custom Reports and Secure Reporting in Aras

May 15, 2012

MarcL: PLM solutions must provide the ability to create and manage customized reports that adhere to security requirements. Please explain how this is accomplished.

Peter Schroer:

Aras recommends Microsoft Report Services which is part of SQL Server’s business intelligence capabilities for customized reporting templates.

You can also use any of the other reporting/BI packages such as SAP’s BusinessObjects, Oracle’s Hyperion, IBM’s Cognos and even solutions like Google Charts, etc.

There are also built-in tools for searching for data, ordering the layout and exporting to Excel / Word, but these reporting tools are really for ad-hoc columnar layouts.    Microsoft Reporting Services adds the power of sophisticated layout tools, built-in charts, cubes, analytics, etc.

Reports are a managed Item within Aras Innovator subject to the same access control model that determines which users are able to run which reports.

Microsoft Reporting Services supports HTML, Excel and PDF outputs with CSV and XML supported by Microsoft as available Rendering Extensions.    Aras also has internal reporting tools which are 100% XML (XSLT and HTML).

Both the Microsoft Reporting Services reports (or those from other BI packages) and Aras reports (XML + XSLT) have batch run capabilities.

It is very simple for example to configure a report to run every Sunday night at a set time, and be distributed by emailed to certain end users.   It can be in the body of the email as text, HTML, etc or as an attachment like Excel, Word, PDF, etc.

Real-time reporting for pre-defined reports is also supported with the User access controls determining which Reports a user is allowed to run. A user must have the proper permissions to even see different report options on the pull down menu.

Those reports are available in context sensitive pull down menus throughout the user interface. For example, FMEA reports are available in the FMEA area of the solution.  This reduces menu clutter for the end user.

Users can configure any report alert emails to have URL links within the body of the report or email.   When the recipients access the link however, they must provide their own credentials to view the data.  It is not possible to provide someone a backdoor to access data within the PLM, unless the administrator has provided tools for publishing data out of the repository.

Aras PLM Report SQL Server to Microsoft Excel

Screenshot example of report output from Microsoft Reporting Services into Excel


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