Migrating from OnBase Report Services to Reporting Dashboards

Many Infor (Lawson) customers use OnBase to manage the important documents, content, and workflow processes that exist around Infor. Based on our extensive experience using both platforms, here’s our best recommendations for making Infor & OnBase work together for a more seamless solution.

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Cailen Myers:
Hello, and thank you for joining the Migrating from Report Services to Reporting Dashboards webinar today. A few housekeeping items before we get started, all the webinars are recorded and made available on our website. All the lines will be muted for this webinar. So, if you have any questions, please feel free to post them in the GoToWebinar question panel at any time, and we will answer them at the end of this webinar.

Before we get started, in case you are unaware, we do have a 2020 OnBase webinar series going on right now. So, all upcoming webinars are listed on the screen here. If you have not already done so, please sign up for any of the upcoming webinars. We are interested in any additional webinars that you would like to see, so please reach out to us if there’s something on here that you would like to watch.

And then just a little bit about myself before we get started. So, my name is Cailen Myers. I am one of the Senior Consultants here at RPI. I have some certifications in OnBase and Epic, which I’ve gathered over the 10 plus years that I’ve been designing, implementing, and supporting upgrading OnBase, and because I do specialize in healthcare with my Epic certifications and also EMR and ERP integrations. And on a little bit more of a personal note, I am a mom to three Siberian Huskies. And if I have any free time, I do like baking and scrapbooking.

So enough about me. Let’s go ahead and get started. So today I was hoping we could discuss some frequently asked questions, go over what is Reporting Dashboards. Of course, talk about migrating reports with the conversion tool, and then migrating reports without a conversion tool. And then we can go over just a brief summary and any questions anyone has.

I’m sure many of you are going to have quite a few questions as we go through this, especially if you’ve been using Report Services for a while. So, I figured it’d be best to start with some frequently asked questions first, but if you have any additional questions, please again, go ahead and post those in the question panel so we can discuss them.

So, let’s get started. Report Services. So, Hyland did release an end of life date for Report Services, which was Tuesday, December 31st of 2019. So that date has already come and gone. So, it’s already at its end of life, unfortunately. The last version of OnBase that will be released with Report Services is OnBase Foundation EP2. There’s a rumor that EP3 is coming out early spring of this year. A lot of people are asking if Hyland will still support Report Services. So, this is all based on your maintenance agreement with Hyland, and also the OnBase module support life cycle.

And why is Hyland sunsetting Report Services? When OnBase reporting and dashboards came out back in ’14, it was always going to be the go-forward reporting tool for Hyland. They were just waiting until they had Report Services and Reporting Dashboard parity before they sunsetted Report Services. So, they have made those changes, and they are sunsetting Report Services now.

Is there a cost for using Reporting Dashboards? If you currently do not own the Reporting Dashboard license, there is a new license for it. And also, you would need the Unity Client Server License. As far as your Report Services, you can just turn off your maintenance and migrate any reports whenever you’re ready to do that.

What features are missing from Reporting Dashboards? Like I previously stated, Reporting Dashboards does have the complete feature parody with Report Services. I will say the only differences is that in Reporting Services there was a way to just show the report directly in Excel when you run the report, where now in Reporting Dashboards you would actually have to do an export to Excel. So, it’s just a minor change, but you still definitely have that Excel reporting capability.

And then, how do you move all your reports from Report Services? So, the best way would be with OnBase Foundations. They’ve included a report conversion tool. This is just part of Reporting Dashboards, there’s no additional license for that. So that would be the best way to do it. If you’re not on any of the OnBase Foundations, then I will walk through those steps of how to convert your reports.

Are you able to schedule Reporting Dashboard reports? So yes, you are able to schedule the Reporting Dashboard reports using the Unity Scheduler. All this will do is run the reports for you, though. It does not email the reports. So, you might have to get creative with using some type of workflow or other method to email the reports out, but it will go ahead and run the reports for you.

Does Reporting Dashboard reports update in real time? So, there’s a few options here for you. At the time that you run the report, of course you’ll get the most current information. But there’s also two additional options. So, when you run the report, if you have it open on your screen, you can come back to it later and hit the refresh button up at the top of the screen. Or when you’re creating the report, you can actually set a refresh rate for a certain length of time, and that report will update whatever that time is that you set. So, there’s a couple of different ways to update a report in real time versus not.

Can you report on Document Knowledge Transfer information? So as of right now, no, but the rumor is that this should be coming soon, and possibly as early as Foundation EP3. So if you’re using the DKT module, as of right now report Reporting Dashboards does not report on that, but it should be coming soon. It is on the roadmap.

And then, do you have to have the Unity Client in order to use Reporting Dashboards? So, yes, right now you do. All the configuration for Reporting Dashboards is in the Unity Client. They are looking on the roadmap to be able to move some of the configuration into a web-based client. So that way their Unity Client is not required. But as of right now, yes, you definitely would need the Unity Client.

And then probably one of them most important questions is, how is the performance on Reporting Dashboards? So, every organization, of course, will be different. Everyone has their servers set up differently, but the majority of people notice that it’s about the same performance as Report Services. So, if you’re having issues with your Report Services, you may have some slowness or issues with Reporting Dashboards. It’s of course always best to write any of your SQL reports in a test system. Depending on how complex they are, you may even want to have a DBA look over them before moving them into production. And then keep in mind that the Reporting Dashboards do run on your application servers. So obviously your Unity Client is on those, it’s running the reports. So that would depend on how strong your application servers are, and how many other modules are running on that application server. So again, it’s different in every organization, but if you do notice a little bit of slowness or performance issues with Report Services, you may also notice them with Reporting Dashboards.

So, what is Reporting Dashboards? So, if any of you have not seen this yet, or maybe just would like a refresher, just want to go through a couple of slides with you.

As I mentioned earlier, Reporting Dashboards was introduced in OnBase 14. It does provide immediate visibility into the system and into your business health. You can create and share dashboards, and this is really important, because not only can OnBase admins create and share dashboards, so can your end users. So, it would be advised to provide access to your super users to be able to create and share Reporting Dashboards that they have. So that way it takes some of the IT resources off your hands. The data can be presented in a variety of different formats, charts, graphs, gauges, maps, you’ll see some examples in some upcoming slides. There are some interactive features, so you can easily click on a pie chart, and it will zone into a certain area, or give you more information so you can easily monitor performance and analyze trends in real time.

As I mentioned before, the Unity, I’m sorry, the Reporting Dashboards is accessed through the United Client, and you can also access it through web clients. A nice feature about the Reporting Dashboards as well is that it can be accessed and entered any standard web browser. So, you can look at it on a mobile device. Like I said, just Internet Explorer, Chrome, something like that, which provides obviously greater accessibility for any of the end users that may need access to this report. And then because it is able to be accessed on pretty much any web browser, this provides you to be able to quickly view and interpret relative data at any time. So that way you can make more proactive business decisions.

It does provide users with a self-service reporting tool, as I mentioned before. So, it will also, when they’re creating the reports, it does respect any security policies that are in place.
The Reporting Dashboards will make your data a lot easier to read and understand by providing these graphical views. As I mentioned before, this will minimize delay in any business decision-making, because it is presenting the relative data in real time.

Another benefit is that it will promote process improvement. So, you can see the trends and even potential bottlenecks by using these reports. And then of course it will reduce any IT costs if you’re allowing your business users or super users to create their own reports and views, and sharing that data, instead of waiting on an IT resource to build that for you.

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