TABLE OF CONTENTS

Introduction

It may be useful to add a button to a web datamining report and share with logged in users or anon users who can perform updates to the systems without having access to the client. This article will cover the steps required to create a button within a web datamining report.


 

Step 1 – Create a Survey

A survey page is required to be linked to the Web button on the Datamining report. This example will outline the steps needed to create a Web Defects Datamining where a logged in user or an anonymous user will be presented with a button to update a defect via the web datamining report.

  • Browse to Administration >[Target module]>Surveys(1).
  • Click New Survey (2), enter the name of the survey (3).
  • Click Save Changes (4).
  • Make a note of the Survey Id (5).
  • Ensure the fields within the Comments & Completed By panel are turned off.
  • Ensure the options within the Buttons panel are amended as required.

 

Graphical user interface, text, application, email

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Graphical user interface, text, application, email

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Defect survey output example

 

Step 2 – Enable Datamining Web Viewer

  • Browse to Administration >[Target module]>Portal (1).
  • Ensure the following options are enabled:
    1. Enable Authenticated Web Viewer (2) 
    2. Enable Anonymous Web Viewer (2) 
    3. Portal Enabled (3)
  • Click Save Changes (4).



It's possible to to link the survey to either logged in or anonymous users. n this example, we are enabling the option for Anon users.

  • Scroll down to the Anon View 1 panel.
  • Specify the required Anon Access level using the dropdown menu (1).
  • Using the dropdown menu against View Item survey, select the survey created from step 1 (2).
  • Click Save Changes.


 

 

Step 3 – Create a Web Datamining Report

  • Switch to the Target module, in this case, the defects module.
  • Select a group of defects or all defects on the grid.
  • Click Datamining Report.
  • Select the fields required in the report from the reporting tier (1).
  • Click Add Expression Columns (2).
  • Click Add Web Button (3).
  • Enter the following (4):
    1. Enter the Name of the Button
    2. Select the Button type (Survey Button). NB You have the option to create a Self-Schedule and Script buttons
    3. Enter the Survey id of the survey created in Step 1.
    4. Select the required Open in option using the dropdown menu
      • New Tab – opens in a new tab
      • This Tab – opens in this tab
      • Split Tab – Displays on the bottom screen
  • Click Run Datamining Report (5).


 

  • Click Save Report.
  • Enter the name of the Report (1).
  • Ensure the following options are enabled (2):
    1. Create authenticated Web Url to view report
    2. Create anonymous Web Url to view report
  • Click Save report/Update Existing (3).


Graphical user interface, application

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Step 4 – View Web Datamining Report

  • Click Menu located at the top left (1)
  • Select Web/PBI Endpoints (2).
  • Click Copy Web page link to clipboard (3).




  • Open a Web browser.
  • Paste in the copied URL and press enter.
  • The report will be displayed.


  • Clicking on the Web Button will open the survey. Depending on what’s specified within the Open In option in the Data Mining Report, it will open the survey created in step 1 in either this tab, a new tab, or a split tab.

 




Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.