KNOWLEDGE BASE

This document provides information on how to navigate and use the Allocations page of Contract Management under the Open iT Analysis Server Administration tab.

Introduction #

The Allocations page contains various functionalities to manage the list of specific allotment corresponding to a specific contract for contract management. The page is only visible to users with Administrative rights to Open iT Analysis Server.

Follow these instructions to navigate to the page:

1. Open the Open iT Analysis Server web interface using a web browser.
2. Hover the cursor over Administration tab. Wait till the sub-tabs appear.
3. Click the Contract Management tab to display all the sub-tabs.
4. Click the Allocations sub-tab.
   
   
   Figure 1. Analysis Server Administration: Contract Management – Allocations – Navigation

The Allocations page should be displayed.

Figure 2. Analysis Server Administration: Contract Management – Allocations Page

Use the following descriptions of the columns for proper configuration:

• Vendor Agreement – the specific Contract the allocation is made for. The list is available when there are entries on the Contracts page

• Allocation – the specific value allocated for the contract

• Allocation Type – the specific type of value the allocation accepts

• Allocation For – a specific category the allocation is made for computing.

• Currency Locale – the specific locale code used as basis for handling currency format.

• Valid From – the start date of validity of the allocation

• Expired On – the end date of validity of the allocation

Requirements #

Ensure to meet the following requirements before using the Allocations page:

1. SQL database is successfully created.
2. Enable Contract Management using the the Configuration page.
3. Added Contracts using the Contracts page.
4. List of allocations with details.
5. Prepared file containing all allocations when using the Text Area Editor.
6. Administrative rights of the current web user.

Adding Record #

Follow these instructions to add an allocation entry:

1. In the Allocations table, choose among the available Vendor Agreement.
2. Click the Allocation column. This should transform into a textbox. Provide the desired value of the allocation.
3. Repeat the steps with the other columns – Allocation Type, Allocation For, and Currency Locale.
   
   
   
   Figure 3. Analysis Server Administration: Allocations- Adding Record
4. Choose the date range for the validity of the vendor.
5. Click the add symbol (+) located at the first column of the row.
   
   
   
   Figure 4. Analysis Server Administration: Allocations – Adding Record
   The list of allocations should include the newly added item.

Adding a New Field #

Follow these instructions to add a new column for Allocation details:

1. At the bottom of the Allocations table, click the Add New Field button.
   The Add Vendor License Field dialog should appear.
2. Provide the following details.
   • Field Name – a descriptive name of the field
   • Description – a brief description to describe the field
   • Datatype – the type of data the field accepts
3. Click Save to continue.
   
   
   Figure 5. Analysis Server Administration: Allocations – Adding New Field
   
   The Allocations table should include the newly added column.
   
   
   Figure 6. Analysis Server Administration: Allocations – Adding New Field

Updating a Record #

Follow these instructions to update a specific record:

1. In the Allocations table, click the value of the column to update. This should transform to a textbox.
2. Click the Update Allocation button at the bottom of the Allocations table.
3. A notification message should appear at the top of the page showing the status of the update.
   
   
   Figure 7. Analysis Server Administration: Allocations – Updating Record

Deleting Record #

Follow these instruction to delete record(s) from the Allocations tables:

1. Click the corresponding checkbox of the record to deleted.
2. Click the Delete selected button at the bottom of the table.
3. A confirmation message should appear.
4. Click Save to continue.
   
   
   Figure 8. Analysis Server Administration: Allocations – Deleting Record
   
   The Allocations table should automatically be updated.

Text Area Editor #

Figure 9. Analysis Server Administration Text Area Editor Details

Text Area Editor Details #

The text area editor is another way to add, edit and delete records in the list. The editor has the following components:

1. Toggle link – toggles the display of the text area editor.
2. Text Area – area where to paste and manipulate the records.
3. Delimiter – the character to use as separator for each item in a record.
4. Format – the format to use for dates.
5. Quote – quotation marks to use to separate each item in a record.
6. Commands:
   • Commit – save the changes made in the text area.
   • Populate Text Area – retrieve all the records from the table and display it in the text area.
     
     
     Figure 10. Analysis Server Administration Using Text Area Editor

Using Text Area Editor #

Follow these instructions to use the text area editor:

1. Click the toggle link Show/Hide Text Area Editor.
   
   The Text Area Editor should be displayed.
2. Click the Populate Text Area button. The text area editor should be populated.
3. Modify the records as desired. Use the components for Delimiter, Format and Quote.
   
   To add a record, simply add a new line.
   
   To delete a record, simply delete the entire row of the record.
4. Click Populate Text Area to apply the selected formats. Notice that the selected delimiter, format and quote should be applied in the text area editor.
5. Click the Commit button.
   A warning message should be prompted to confirm the application of the changes.
6. Click OK to continue.
   The list should automatically be updated.

Uploading a Source File #

Follow these instructions to upload a prepared source file of Allocations details:

1. Click the Toggle Link of the Text Area Editor.
2. At the bottom of the page, click the Upload File button.
3. The Upload Source File dialog should appear.
4. Provide the valid path of the source file. The UNC path (\\path_to_file) is accepted.
5. Click the Upload button to continue.
6. A confirmation message of the upload process should appear.
7. Click OK to continue.
   
   Figure 11. Analysis Server Administration: Allocations – Upload File

Troubleshooting #

This part provides the possible work around for known issue/s in the Allocations page.

Error page displayed when accessing page remotely #

There will be times when accessing the Allocations page remotely or via hostname displays an error page.

Figure 12. Analysis Server Allocations Page Troubleshooting: Error page displayed

Use the following suggestions to troubleshoot this issue:

Check for Web Browser Console Errors #

Follow these instructions to check for errors in the web browser console:

1. In the Allocations page, right click anywhere inside the page and choose Inspect.
   
   Figure 13. Analysis Server Allocations Page Troubleshooting: Error page displayed – Inspect
   
   The Developer Tools should appear.
2. Choose Console from the available tabs of the tool.
   
   The console lists web browser transactions including errors.
   
   Figure 14. Analysis Server Allocations Page Troubleshooting: Error page displayed – Console
3. Errors in the console may sometimes be too technical, for immediate response, send the error detail to support@openit.com.

Access the website through localhost #

To see the server’s real error message, go to the machine hosting the Open iT Analysis Server, then access http://localhost on a browser. The real error message should be displayed.

For assistance or further configuration support, please contact your Open iT support team.

For additional references, you may visit our Documentation page.