Integrating with Case Analyzer to create Microsoft Excel reports

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This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
The client software provided with Case Analyzer provides Microsoft Excel reporting. After you install and configure the Case Analyzer client, you can customize the reports and publish them to the web.

Before you begin

Install the Case Analyzer software and databases.

About this task

This task provides a high-level view of the configuration steps. Use the detailed instructions in the Case Analyzer documentation to ensure successful configuration.

Procedure

To configure integration with Case Analyzer so that you can create Microsoft Excel reports:

  1. Set up the OLAP integration by installing and configuring Case Analyzer.
  2. Use the audit configuration wizard in the IBM® Business Automation Workflow Case administration client to enable auditing of the desired case and task properties.
  3. Use the FileNet® Process Task Manager to configure the Case Analyzer settings.
    In the Content Platform Engine properties, for the Object Store Name, enter the name of the IBM Business Automation Workflow target object store. For more information, see Configuring Case Analyzer components External link opens a new window or tab.
  4. Install the Case Analyzer client.
    The client system must have Microsoft Excel and Microsoft SQL Server software installed. You can choose to install the client with the Case Analyzer installation. For more information, see Installing Case Analyzer External link opens a new window or tab.
  5. Use the tasks in the IBM Case Analyzer user guide to configure, create, use, and publish your reports.
    During the configuration, you must also configure access to the Case Analyzer OLAP database. For more information, see Configuring Excel Reports for Case Analyzer External link opens a new window or tab.