The feature provides analytical dashboards and visualization capabilities that help you manage core aspects of the business’s operations, without needing third-party business intelligence solutions.
As well as supplying you with a business management system that acts as a system of insight, it also empowers SYSPRO users to easily create, customize and deploy dashboards and visualizations anywhere in SYSPRO.
lets you transform your current data into visualizations and dashboards, providing decision making analysis to business users and functional roles.
Exploring


The SYSPRO Embedded Analytics module form part of SYSPRO's Enterprise Reporting capabilities and empowers you to create, manage and deploy both operational and analytical dashboards into SYSPRO. This is achieved using the SYSPRO Web View technologies and is based on SYSPRO's Business Activity Queries (for input data).
Therefore, provides the following functionality:
-
Engaging and intuitive dashboards:
Understand complex data and work more efficiently directly within SYSPRO.
-
Real-time streaming and data playback with the innovative data DVR:
Stream both real-time and historical data to dashboards to visually analyze changes in real-time and over time.
-
Custom Visualizations:
Build an interactive experience with custom visualizations for more clarity and deeper insights into your data.
-
Fully Interactive Visualizations:
-
Drill down or across to reveal more answers from your data.
-
Explore trends over time and discover outliers and anomalies.
-
Get to the details quickly with just a few clicks to see raw data.
-

-
Improved operation visibility and analytical capabilities:
provides you with the answers you need, within the application you’re using; thereby enabling faster awareness and improved decision making in response to operational changes.
-
Cost savings:
Centralized and embedded data analytics without the requirement for investment in third party solutions.
-
Easy to use:
Built-in dashboard design and embedding experience (with little to no requirement to learn coding or reliance on development skills) means you can design and maintain your own data connections, visualizations and analytical dashboards quickly and easily.
-
Reliable security:
integrates with existing SYSPRO security to provide a frictionless authentication experience, while maintaining granular control with row, column and object level security.
-
Reduced risk:
Associated with disparate reporting and analytical solutions and improved resilience through centralization of reporting.

comprises of the following components:
-
Deployment Service Installation
-
Designer Application (i.e. Embedded Analytics Designer) that comprises of:
-
Connections
-
Data Source Creation and Transformation Tool
-
Visualization Manager (i.e. widgets)
-
Dashboard designer and library
-
-
Embedding Analytics Card (for deployment though the Visual Designer into SYSPRO web views)
This diagram depicts the components and services used within
:-
When a SYSPRO operator accesses the SYSPRO Application Gateway service. This includes activities such as:
module, they are directed to the-
Viewing dashboards
-
Designing dashboards
-
Configuring
-
Generating user access tokens to authenticate users
-
Querying existing dashboards when designing user interfaces
-
-
The SYSPRO Application Gateway performs two functions:
-
It converts any HTTPS traffic to HTTP and then directs the user through to
.Note that an SSL certificate is required if converting from HTTPS.
-
It abstracts away the actual endpoint for
to ensure security (i.e. the endpoint is not visible outside of the organization).
-

The programs related to this feature are accessed from the SYSPRO Ribbon bar:
-
Program List > Embedded Analytics


SYSPRO Business Activity Queries are SQL views that are created in the relevant company databases and (because they are defined in SYSPRO) are recognized as data sources. They provide a view into the business data commonly used during the typical business management process. The queries are built and secured in the core ERP system and then surfaced to users via their enterprise reporting and connectivity solutions.

An connection refers to the active connection with a smart connector that allows access to your data store.

A Source configuration within is a bucketed collection of rows and columns pulled from a connected datastore (i.e. database). These collections and their cached aggregated results are used to drive the visual creation process, while simultaneously helping to build data-driven insights (i.e. dashboards).

A visualization (or visual or widget) is a single, reusable visual that’s driven by one of your defined sources. It's purpose is to be used as a component within dashboards.
Starting


To use this feature, the following technology prerequisites are required:
-
SYSPRO Application Gateway service
-
PostgreSQL 12 (Configured server-side)
-
Microsoft Edge WebView2
This controller must installed on the SYSPRO Desktop Client for SYSPRO users to be able to design and deploy dashboards.
This is built into the Client install from SYSPRO 8 2022 onwards.
Recommendations:
We recommend using Windows Server 2019 or higher, with at least 16GB RAM and 4 cores.

To use this feature, the following module(s) must be installed according to the terms of your software license agreement:
-
SYSPRO Embedded Analytics
In addition, you must have licensed
designer seats configured within your SYSPRO license.
Additionally, to gain the most benefit from this feature, you should ideally be utilizing the following modules:
-
System Administration
-
Sales Orders
-
Purchase Orders
-
Inventory Control
-
Work in Progress
-
General Ledger


Setup Options > System Setup > Connectivity
To use this feature, the following setup options must be configured:
-
Application Gateway service settings
This lets you connect to the SYSPRO Application Gateway service.
-
> Endpoint
This lets you connect to .
-
Configure
This configures your environment.

SYSPRO Ribbon bar > Setup > Operators
-
This enables the selected operator to access the Embedded Analytics Designer program.


-
Download PostgreSQL 12.
You can download the latest version of the PostgreSQL 12 software (e.g. PostgreSQL 12.13) from the following URL: https://www.enterprisedb.com/downloads/postgres-postgresql-downloads.
-
Install PostgreSQL 12.
Ensure that you take note of the following PostgreSQL entries, as they are required later during the install:
-
Password
-
Port

-
Launch the SYSPRO Installer Application.
-
Once a connection is made to the SYSPRO Deployment Service, login using your InfoZone credentials.
If you are a partner or super-user, enter the applicable Customer ID for the customer being installed.
-
From the SYSPRO Installer Application home screen, select the SYSPRO ERP Software option.
-
From the Deployment Groups screen, select the relevant Deployment Group.
-
From the Release Selection screen, select the SYSPRO 8 2022 (or later) release.
-
From the Product Selection screen, select the SYSPRO Application Gateway service.
The SYSPRO Installer verifies your system against all prerequisites required for the products you select to install. Should any product fail a prerequisite check at this stage, the Prerequisites screen is displayed.
-
From the Review Product Parameters screen, review all parameters required for the service:
Parameter Description and considerations HTTP Port
Indicate if you want to use an HTTP port.
Default port number provided: 30800
Accept the default provided or change manually to match your preference.
Add HTTP port to firewall
For best practice, enable this option to ensure that the port number is added to your firewall.
HTTPS Port
Indicate if you want to use an HTTPS port.
Default port number provided: 30801
Accept the default provided or change manually to match your preference.
SSL certificate details are required when selecting this port type.
Add HTTPS port to firewall
For best practice, enable this option to ensure that the port number is added to your firewall.
Certificate Store
This indicates the SSL certificate store found against your system.
This field is read only and can't be changed.
Certificate Subject
Select the Browse icon to retrieve the relevant SSL certificate to use for running your web client.
This launches the Parameter Certificate Browser screen with the valid and current SSL certificates available under the default stores.
The selection defaults to the first item found in the Store list which subsequently loads the Subjects (also defaulting to the first item in the list).
From here you can browse for and select the applicable SSL certificate.
Certificate Subject Overwrite
This indicates the current SSL certificate subject, if the Overwrite Subject option was enabled within the Parameter Certificate Browser screen.
This field is read only and can't be changed.
Please enter the SYSPRO Gateway Read Only Authentication key
Enter a read-only authentication key for the SYSPRO Application Gateway service.
You can define any password, pass-phrase or secret for this authentication key, and once defined its stored in the Gateway’s configuration as a hashed value.
Ensure that you take note of this key as it may be required later when configuring the gateway.
Please enter the SYSPRO Gateway Authentication key
Enter a value for the SYSPRO Application Gateway authentication key.
You can define any password, pass-phrase or secret for this authentication key, and once defined its stored in the Gateway’s configuration as a hashed value.
If you plan on installing the SYSPRO Embedded Analytics module:
Ensure that you take note of this key as it will be required during the install for Setup Options program when configuring your environment.
, as well as within theDestination Folder
Default provided: C:\Program Files\SYSPRO\SYSPRO Application Gateway
Accept the default provided or change manually to match your preference.
-
From the SYSPRO License Agreement screen, read and accept the license terms and conditions before continuing with the install.
-
A summary of all products to be installed is displayed for you to review.
Once you are satisfied with the list, continue by selecting the Begin Install button.
-
The Install Complete screen is displayed with a summary of all products installed.

-
Launch SYSPRO 8 2022 (or a later version).
-
Open the Setup Options program (SYSPRO Ribbon bar > Setup).
-
Navigate to the Connectivity System Setup form (Setup Options > System Setup > Connectivity).
-
Enable the Use Application Gateway service option.
-
Enter the service endpoint for the Application Gateway service endpoint.
For example:
http://Localhost:30800
-
At the Authentication key field, enter the SYSPRO Gateway Authentication key which you used when installing the SYSPRO Application Gateway service.
-
Select the Test connection function to confirm all details captured are correct and that you can connect to the service successfully.
-
Save your changes and exit the program.
-
Exit SYSPRO.

-
Launch the SYSPRO Installer Application.
-
Once a connection is made to the SYSPRO Deployment Service, login using your InfoZone credentials.
If you are a partner or super-user, enter the applicable Customer ID for the customer being installed.
-
From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.
-
From the Additional Software Packages screen, select the SYSPRO Embedded Analytics option.
-
The SYSPRO Embedded Analytics screen is displayed, indicating the files to be installed.
The SYSPRO Installer verifies your system against all prerequisites required for the products you select to install. Should any product fail a prerequisite check at this stage, the Prerequisites screen is displayed.
-
From the Review Product Parameters screen, review all parameters required for the product:
Parameter Description and considerations PostgreSQL Hostname
This indicates the name of the machine on which the PostgreSQL service is hosted.
PostgreSQL Port
This indicates the port on which the PostgreSQL service is running.
Default port number provided: 5432
Accept the default provided or change manually to match your preference.
PostgreSQL Password
Enter the password for the database super user (postgres) which you defined when installing PostgreSQL.
This enables access to the PostgreSQL database.
SYSPRO Embedded Analytics Hosting Port
Indicate the port on which the
endpoint will be hosted.Default port number provided: 8090
Accept the default provided or change manually to match your preference.
If the SYSPRO Application Gateway and are installed on different machines, ensure that you add port 8090 to your firewall to ensure successful communication between them.
SYSPRO Application Gateway Endpoint
This indicates the hosting endpoint for the SYSPRO Application Gateway service.
SYSPRO Application Gateway Authentication Key
Enter the authentication key for the SYSPRO Application Gateway, as defined during the install of the SYSPRO Application Gateway service.
-
From the SYSPRO License Agreement screen, read and accept the license terms and conditions before continuing with the install.
-
A summary of all products to be installed is displayed for you to review.
Once you are satisfied with the list, continue by selecting the Begin Install button.
-
The Install Complete screen is displayed with a summary of all products installed.

-
Launch SYSPRO 8 2022 (or a later version).
-
Open the Setup Options program (SYSPRO Ribbon bar > Setup).
-
Navigate to the Connectivity System Setup form (Setup Options > System Setup > Connectivity).
-
At the Endpoint field within the section, you should see that entry has already been configured based on your install.
For example: http://Localhost:30800/composer
-
Select the Test connection function to confirm that you can connect to successfully.
-
Select the Configure function to setup the environment for use within SYSPRO.
The system then performs various functions in the background, including:
-
Configure the SYSPRO Embedded Analytics user interface.
-
Change default passwords against the default admin and supervisor users that are shipped with the product.
-
Import and apply OEM licensing and SYSPRO branding.
-
Setup SYSPRO Embedded Analytics instance and accounts
-
Create trusted access client for authentication.
-
Configure initial Data Source.
-
Add security groups for dashboards consumers and creators.
Users that only view data are added to the dashboard consumer group and users that create dashboards are added to the dashboard creator group.
-
Create SQL login with read access to all of your SYSPRO companies and system wide dataset.
-
Create default connections in the
environment.These are used for the sample dashboard packs shipped with the product and can be used by you to create dashboards that will show data for any SYSPRO company.
-
-
Save your changes and exit the program.
-
Restart SYSPRO for your changes to take affect.

To design
dashboards, a SYSPRO operator must be configured with the correct access:-
Launch SYSPRO 8 2022 (or a later version).
-
Open the Operator Maintenance program (SYSPRO Ribbon bar > Setup > Operators).
-
Select the operator for whom you want to assign designer access for
. -
Navigate to the Options pane (in the SYSPRO Desktop UI) or the Functions pane (in the SYSPRO Web UI (Avanti)).
-
Enable the option.
-
Save your changes and exit the program.
The system then calls into the
environment and creates a user linked to this operator with permissions to create dashboards. -
Restart SYSPRO for your changes to take affect.

For Embedded Analytics Designers to be able to access the Embedded Analytics Designer program, access must be granted to either their group or role:
-
To define Embedded Analytics Designer access by role:
Apply access control against the operator's group within the Operator Groups program (SYSPRO Ribbon bar > Setup).
-
To define Embedded Analytics Designer access by group:
Apply access control against the operator's role within the Role Management program (SYSPRO Ribbon bar > Setup).
Solving




This message is displayed within the Operator Maintenance program if you attempt to define a SYSPRO operator as an without first running the Embedded Analytics configuration in the Setup Options program.

Once you have installed the SYSPRO Embedded Analytics module, ensure to complete the setup and configuration within the Setup Options program (Setup Options > System Setup > Connectivity).
Then, when you select the Configure function within the section, your environment is configured.


The SYSPRO Desktop client web browser capabilities have been enhanced to utilize the latest Microsoft Edge WebView2 control technologies, allowing for rich and secure web browser experiences within SYSPRO.
This provides a more responsive browser experience and improves the compatibility between third-party web-based solutions and SYSPRO.

This message is displayed if the Microsoft Edge WebView2 control is not installed on your machine when you access the Embedded Analytics Designer program (i.e. one of the features that use Microsoft Edge exclusively from SYSPRO 8 2022).

Ensure to install the Microsoft Edge WebView2 controller on all client machines that require access to the Embedded Analytics Designer program.
You can download the runtime from the following link:
https://developer.microsoft.com/en-us/microsoft-edge/webview2/
When downloading the runtime, select either the Evergreen Bootstrapper download button, or the X64 button beneath the Evergreen Standalone Installer option.
Do not install the Fixed Version.



Once you have installed PostgreSQL 12 and the SYSPRO Application Gateway service, the following indicates the processes which occur when you select to install using the SYSPRO Installer Application:
-
The app collects all the required information for the install, ports, passwords, etc.
-
The connection to PostgreSQL is validated.
-
The required files are deployed.
-
The applicable services are created.
-
Property entries are updated.
-
The app calls the SYSPRO Application Gateway and creates the applicable entry.
-
The database and database user are created:
The SYSPRO Embedded Analytics.msi retrieves the properties passed to it to enable access to PostgreSQL and create the required databases, as well as a user called zoomdata.
-
The services are started in the following order:
-
PostgreSQL (unless already running)
-
SYSPRO Application Gateway (unless already running)
-
zoomdata_consul
-
zoomdata_edc_* (i.e. data sources or connectors)
-
zoomdata_query_engine
-
zoomdata_data_writer_postgresql
-
zoomdata_screenshot_service
-
Zoomdata_service
-
-
Registry entries are written.
-
The SYSPRO Deployment Database is updated.

The SYSPRO Install stores its registry keys under the following path:
HKEY_LOCAL_MACHINE\SOFTWARE\SYSPRO\Installs\SYSPRO Embedded Analytics
Do not edit the zoomdata.properties file manually (i.e. outside the install) as any changes you make will be lost when you perform a repair of the install.

The following ports are used:
Port number |
Service name |
Comments |
---|---|---|
5432 |
zoomdata-postgres |
Composer metadata repository |
5580 |
zoomdata-query-engine |
Composer query engine microservice |
8090 |
zoomdata |
Composer server |
8081 |
zoomdata-data-writer |
Composer Data Writer microservice |
8083 |
zoomdata-screenshot-service |
Composer Screenshot microservice |
8100 |
zoomdata-edc-mssql |
Microsoft SQL Server connector |
8105 |
zoomdata-edc-postgresql |
PostgreSQL connector, Flat File uploads, and Upload API processing |
8300 |
zoomdata-consul |
Internal port used by the Consul for inter-node communication in a distributed environment |
8301 |
zoomdata-consul |
Internal port used by the Consul for inter-node communication in a distributed environment |
8302 |
zoomdata-consul |
Internal port used by the Consul for inter-node communication in a distributed environment |
8443 |
zoomdata |
Composer HTTPS requests |
8500 |
zoomdata-consul |
Consul |

The SYSPRO Application Gateway ensures that any request within SYSPRO to display dashboards is communicated through this service.
In addition, this service enables the SYSPRO Web UI (Avanti) to be run in HTTPS when accessing dashboards. The reason for this is that, as you can't mix HTTP and HTTPS content in a web client, any analytical data requested needs to be provided over an HTTPS connection for security purposes.

As the SYSPRO Embedded Analytics module doesn't form part of the standard SYSPRO release cycle, the update process for this module is slightly different to other SYSPRO products.
Therefore, when an update is made available, proceed as follows:
-
Launch the SYSPRO Installer Application.
-
Once a connection is made to the SYSPRO Deployment Service, login using your InfoZone credentials.
If you are a partner or super-user, enter the applicable Customer ID for the customer being installed.
-
From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.
-
From the Additional Software Packages screen, select the SYSPRO Embedded Analytics option.
-
If an update is available when the SYSPRO Embedded Analytics page loads, the existing local product files (including the related XML and install files) are deleted and the latest files are retrieved from Azure. This ensures that the latest files are always used.
The SYSPRO Embedded Analytics item is then marked as [UPDATE Available].
Select the Continue button to proceed with the update.
-
From the SYSPRO License Agreement screen, read and accept the license terms and conditions before continuing with the update.
-
A summary of all products to be updated is displayed for you to review.
Once you are satisfied with the list, continue by selecting the Begin Install button.
-
The Install Complete screen is displayed with a summary of all products installed.

You can uninstall the Windows Programs and Features application.
service via theTake note though that you can't remove the existing configuration of your
environment as configuration data is stored both in the SYSPRO SQL and PostGres databases which can't be deleted once configured.However, a new function is being built into the Setup Options program that will enable you to disable the use of if required.
This option is due to be released during the life of SYSPRO 8 2022.


Stopping the zoomdata_consul service should stop all other services as they are dependent on the zoomdata_consul service.

After a new install or upgrade, you might not be able to access zoomdata service has completed its checks and database updates (which can take up to 15 minutes).
until theTo verify if this is the cause for your services not starting, open the Task Manager and look for a high running java process that belongs to zoomdata. If present, wait for the process to calm down, after which you should be able to continue.
If however, this does not resolve the problem, check to see if the port is already in use by another application.
See the What ports does FAQ for information regarding port numbers. use
If the above doesn't resolve the issue either, proceed as follows:
-
Check the log files for any error recorded.
-
Stop all of the zoomdata services.
-
Delete the log files.
-
Restart the zoomdata services in correct sequence:
-
zoomdata_consul
-
zoomdata_edc_* (i.e. data sources or connectors)
-
zoomdata_query_engine
-
zoomdata_data_writer_postgresql
-
zoomdata_screenshot_service
-
Zoomdata_service
-

There are a few possible reasons for your not being able to connect to
. Therefore, check each of the following:-
SYSPRO Application Gateway service:
-
Check the configuration file of the SYSPRO Application Gateway for an Embedded Analytics entry.
-
-
PostgreSQL:
-
Check if anything has been changed in your PostgreSQL configuration.
-
Confirm that you have the correct version of PostgreSQL: PostgreSQL 12.
-
-
SYSPRO Configuration:
-
Validate your connection to the Test Connection function against the setup option (Setup Options > System Setup > Connectivity).
endpoint by using the
-

The following considerations are being addressed and should be resolved with a later release of the software:
-
KPI or Metric visualizations don't have a drill-down capability.
-
When using the Embedded Analytics Designer program in the SYSPRO Web UI (Avanti) version:
-
After creating a new dashboard, you must log out and back in for the new dashboard to reflect within the list of Embedded Analytics cards.
-
When you change your settings to use the Dark theme, you must refresh the page for the change to reflect.
-
Using

The Embedded Analytics Designer program is where you can configure your data connections and sources for , as well as design and view browser-based business intelligence dashboards:

The Connections panel lets you manage all active connections to the available smart connectors. Its where you connect to your data store by inputting your database credentials and connection string.
Considerations:
-
You can setup many connections to different databases, which will then apply within the Sources panel.
-
Available connections are defined by the embedded analytics designer.

uses a classification system to interpret and bucket your data into three primary types:
-
Attributes
-
Metrics
-
Time
Primary Data Type: Attributes
Attributes represent a set of discrete labels (i.e. categories) that are often grouped together in charts.
Considerations:
-
Data that is categorical in nature.
-
Used in visuals as the “group by” object.
For example:
Airport, Airlines, User ID, State, City, product name
Related Data Type: Text
This is a related data type for attributes which has a relationship that’s defined based on being an object that can be categorized. Text is primarily used in conjunction with smart connectors that have a text search capability.
Considerations:
-
Data that is categorical in nature, just like attributes.
-
Primarily used with search-based connectors.
For example:
Apache Solr, Cloudera search and Elasticsearch use cases
Primary Data Type: Metrics
This is a numerical unit used for calculations and aggregations. Common metrics may be the order count, revenue generated, etc.
These are broken down into two sub classifications:
-
Numbers (i.e. floating values)
-
Integers (i.e. whole numbers)
Considerations:
-
Used in calculations and aggregation
-
Often used as a baseline count
Primary Data Type: Time
This is a special typing in
as time is treated as the primary driver for smart data insights and provides the ability to view historical datasets over configured points in time.Considerations:
-
You can explore historical data with the Timebar.
-
Some data sources allow for data playback and live streaming.

The Source panel enables you to manage all active source definitions currently available within the selected account, as well as leverage a connected data store to build a new source configuration.
Once you connect to a database, you can generate a source configuration (i.e. pull data and prepare it to be used in conjunction with a visual or dashboard) by using one of the following:
-
Business Activity Queries
-
Table and database schema
-
Materialized view
-
Custom SQL statement (i.e. for more detailed definition)
The selected data is then prepped for end user consumption by applying friendly names, filter defaults, distinct count, etc.
The source configuration is then saved for future visual creation.

The Visual Gallery panel is where you can build a single, reusable visual that’s driven by one of your defined sources.
The visualization types available include:
-
Arc gauge
-
Bar charts:
-
Bars
-
Histogram
-
Multiple metrics
-
-
Box plot
-
Bullet Guage
-
Combo chart
-
Donut
-
Floating bubbles
-
Heat map
-
KPI
-
List filter
-
Packed bubbles
-
Pie chart
-
Pivot table
-
Table
-
Scatter Plot
-
Tree map
-
Word cloud
The design capabilities within the visualization designer enable you to tweak and customize your visual, which you can then place into a dashboard later on.

The Library panel is where all your existing dashboards live.
The dashboards within your library, as well as your visualizations, can be embedded within SYSPRO in various ways:
-
SYSPRO Web UI (Avanti):
-
Role-based SYSPRO Workspaces
-
SYSPRO program web views
-
-
SYSPRO Desktop:
-
SYSPRO Main Menu
-
SYSPRO program web views
-
Application Builder
-
Application Designer
-

Embedded Analytics Designers are responsible for the dashboard management process, including:
-
Viewing dashboard information (i.e. dashboard name, the data source behind it, the content author and the last modified date)
-
Managing existing dashboards
-
Placing existing visuals (that were created in the gallery) into a dashboard
-
Creating new visuals within the dashboard canvas
-
Managing dashboard permissions (i.e. providing dashboard access to users and groups)
-
Marking specific dashboards as a favorite

Dashboard capabilities include the following:
-
Inline visually connected filters (i.e. any selection in one filter affects the others)
-
Dashboards as a whole can be governed by a time bar or time series (which when changed, affects all linked visuals)
-
Map type visuals can be zoomed into, enabling you to map countries, states and geolocations, etc.
-
Radial menus allows drill down, trending, zooming into data, etc.
-
End users can change the axis and dimensions being used on any of the visuals on-the-fly. The dashboard reverts to its original dimensions when the user exits and reloads the dashboard or workspace.
-
Zooming into data opens a list view (or data table) which represents the data behind the dashboard visual.
This data can then also be exported to an Excel worksheet if required.

The following explains how to achieve each step of this process in detail:

The first step to creating dashboards, is to ensure you have a valid connection defined:
-
Open the Embedded Analytics Designer program (Program List > Embedded Analytics).
-
Navigate to the Connections panel.
-
Select an existing connection by using one of the standard connections shipped by SYSPRO:
-
SYSPRO Dynamic Connection
-
SYSPRO Templates
Alternatively, you can add a new connection by selecting the ADD Connection function:
-
From the Connection Type window, select your required type of connection:
-
MS SQL
-
PostgreSQL
The list of available connectors will be expanded in future releases.
-
-
From the Input Credentials screen, input the following:
-
Connection Name
-
Jdbc Url
-
User Name
-
Password
-
-
Select the Validate function to save your newly created connection.
Your new connection is then included in the list of available connections.
-

The next step is to generate a source configuration by pulling your data and preparing it for use within a visual or dashboard:
-
Open the Embedded Analytics Designer program (Program List > Embedded Analytics).
-
Navigate to the Sources panel.
-
Select either an existing source configuration, or the Add Source function to create a new source configuration.
Proceed as follows when creating a new source:
Within the Source Definition section:
-
Indicate a unique name for the source configuration.
-
Optionally define a description for the source, so that other users can easily understand its use case.
Within the Data Entity Definition section:
-
Select the Add function to define your data entity (either from one of your connections or from a file).
For the remainder of this task, we are using the SYSPRO Dynamic Connection as an example.
-
Within the Data Entity Details section, enter an applicable Data Entity Name.
-
At the Select Connection field, indicate which connection you want to use for the source.
If you selected to add a source based on a file (and not a connection) use the Upload New File option to select the file you want to use.
-
At the Select Entity field, indicate which tables you want to use from your data connection (or file).
-
From Available Fields, indicate which columns you want to bring through for use within the visualization.
-
Select the Apply function to save your data entity.
-
Select the Save Source function to save your newly created source configuration.
-
-
Navigate back to the Sources panel.
Your newly created source configuration is included in the list of available sources.

Once your connection and source configuration have been defined, you can start creating the required visuals that you want to use within a dashboard:
-
Open the Embedded Analytics Designer program (Program List > Embedded Analytics).
-
Navigate to the Visual Gallery panel.
-
Select the Add Visual function:
-
From the Select a Source screen, indicate the source on which you want to base the visual by selecting it.
-
From the Select Visual Type screen, indicate the visual type that you want to use.
Your new visual is then displayed.
-
-
Select the Info icon (
):
-
At the Visual Name field, enter an applicable title for the visual.
-
Select the Save function.
You will notice that the name of your visual now renders at the top of the screen.
-
-
The remaining customization is not mandatory but enables you to customize the visual even further:
-
Visual Style (
)
Change the visual style.
-
Sort & Limit (
)
Define how the data is sorted, aggregated, ordered and limited.
-
Filters (
)
Add filters to the visual.
-
Time Bar (
)
Define a time series for the visual.
-
Settings (
)
Indicate the visual's orientation, labels and style.
-
Rulers (
)
Customize how the X and Y gridlines appear.
-
Color (
)
Change the visual's color palette.
-
Interactivity (
)
Define the level of user interaction allowed.
-
-
Once you have completed your customization, select the Save function from the toolbar.
-
From the Save Options window, confirm your acceptance of the visual's title and name.
-
Navigate back to the Visual Gallery panel.
Your newly created visualization is included in the list of available visuals.

You can now create your dashboard using the connection, source and visuals configured in the previous steps:
-
Open the Embedded Analytics Designer program (Program List > Embedded Analytics).
-
Navigate to the Library panel.
-
Select the Add Dashboard function.
You are presented with two options:
-
Add Visual
This lets you create a new visual on-the-fly for use within the dashboard.
-
Place Existing Visual
This lets you pull in an existing visual from your Visual Gallery.
For the remainder of this task, we are using the Place Existing Visual as an example.
-
-
From the Select a Visual window, indicate which visual you want to pull onto the dashboard.
Once selected, the visual is immediately added to the dashboard canvas.
-
Add as many visuals as you require.
-
You can also re-size the visuals and move them around on your dashboard canvas.
-
Use the context menu that appears on each visual (when you select the ellipses from the visual's top right-hand corner) to customize the dashboard visuals further.
-
-
Once you are happy with the contents and layout of your dashboard, select the Save icon.
-
Navigate back to the Library panel.
Your newly created dashboard is included in the list of available dashboards.
Selecting the dashboard again lets you preview or edit it.
Previewing a dashboard is useful for dashboard authors to test what the end user experience will be like once the dashboard is embedded in SYSPRO.

The final step is to embed your newly created dashboard in SYSPRO for a user within a role:
SYSPRO Web UI (Avanti)
Process to follow when embedding within a Workspace in the SYSPRO Web UI (Avanti):
-
Log into SYSPRO 8 2022 (or later) using the web UI.
-
Select the Customize icon
, followed by the Design Web Views by Role option.
-
Select the role against which you want the dashboard to apply.
-
Once in design mode, select the Customize icon
, followed by Design Workspace for Role: xxx.
Select the New Workspace option.
-
Indicate an applicable name for the new workspace.
The Visual Designer program is launched:
-
Select the Add layout section option.
-
Select the Embedded Analytics card.
-
From the Select Dashboard section, select Other and then indicate the applicable dashboard you want to embed.
-
Select the Add Section function.
You can add as many layout sections as required and embed multiple visualizations or dashboards.
-
Save the layout.
-
Exit design mode by selecting the Customize icon
, followed by Stop Designing by Role.
-
When a user within that role next logs into the Web UI, the newly created workspace will be available for them to access.
SYSPRO Desktop
Process to follow when embedding within a program in the SYSPRO Desktop UI:
-
Log into SYSPRO 8 2022 (or later) using the desktop client.
-
Open the program in which you want to embed a dashboard.
If you want to design applications at Role level, then you must be in Design Mode before accessing the required program.
-
Select the Customize icon
, followed by the Design Web View option.
A Primary layout is used in this example.
This launches the Visual Designer and displays the current layout if one exists for the program.
-
Select the Add layout section option.
-
Select the Embedded Analytics card.
-
From the Select Dashboard section, select Other and then indicate the applicable dashboard you want to embed.
-
Select the Add Section function.
You can add as many layout sections as required and embed multiple visualizations or dashboards.
-
Save the layout.
-
-
Exit the program.
The updated web view will then be available when a user next logs into that program.

The following indicates areas in the product that may be affected by implementing this feature:


SYSPRO Ribbon bar > Setup
The following options enable you to configure your
environment:(Setup Options > System Setup > Connectivity)
-
Endpoint
-
Configure

SYSPRO Ribbon bar > Setup > Operators
The following option enables you to define a SYSPRO operator with access rights to the Embedded Analytics Designer program, from where they can design dashboards.

The Embedded Analytics card lets you embed an dashboard within any of the following:
-
SYSPRO Web UI (Avanti):
-
Role-based SYSPRO Workspaces
-
SYSPRO program web views
-
-
SYSPRO Desktop:
-
SYSPRO Main Menu
-
SYSPRO program web views
-
Application Builder
-
Application Designer
-

Program List > Embedded Analytics
This program lets you configure your data connections and sources for , as well as design and view browser-based business intelligence dashboards.
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