FAQ for InfoCaptor Desktop

How do I connect to database?
You need the following information, you can get these parameter values from your Database Administrator or Sysadmin person.

  • Host - This is the server or the host name on which the database resides. If you are connecting to a database on your PC, then usually it
    is “localhost”. The typical values could be just an IP address such as 134.39.29.197 or a sub-domain e.g mydb.yourdomain.com etc

  • Port - This is a numeric value of the port where the database listens. The default values for Oracle =1521, SQL Server=1433, MySQL=3306 etc.
    Please use the actual value as it could be different from the default values

  • DB Name - This is the actual database name
  • User Name -This is the user id through which you will access the database
  • Password -Corresponding password
  • Driver -Pick appropriate Driver value from the dropdown. The driver files for Oracle, MySQL and SQL Server and few other databases are already
    placed in the (\InfoCaptor\jre1.5.0_06\lib\ext) folder. Please make sure that for other databases, you get the appropriate JDBC drivers and
    copy them in the above directory.
I am unable to connect to our database
I downloaded an evaluation copy of InfoCaptor and cannot seem to connect it to our Database for testing. I downloaded the JDBC driver and copied it to the appropriate ext folder ( \InfoCaptor\jre1.5.0_06\lib\ext)
Try the following options
Re-Start InfoCaptor after you place the JDBC driver in the above directory. Does it connect now?
Also,Copy the JDBC driver in the \InfoCaptor base directory, Restart InfoCaptor and see if it connects now

Alternatively, create a Microsoft DNS entry for your database using the ODBC administrator and use the steps mentioned in this article
Connect using ODBC

-In the connection window, for the Driver field, select ‘ ODBC (DSN) - sun.jdbc.odbc.jdbcOdbc.driver’

-Just enter the DSN name in the Database name field at the right-bottom

-Click on connect

If nothing, works, please send us a screenshot of the connection window with the error message at (infocaptor”AT”gmail.com)

How do I connect to Excel Spreadsheet?
  • Pick ‘Excel File - sun.jdbc.odbc.jdbcOdbcDriver’ from the Driver listing
  • Give the complete path to the Excel file in the host field. For e.g if your Excel file is at ‘c:\files\myfinance.xls’ then you would need
    to type a value ‘c:\\files\\myfinance.xls’ in the Host field on the connection window.

How do I query my Excel Spread-sheets?
Once you connect to Excel file using the above mentioned approach, you can query individual worksheets within the Excel file as if they
are SQL tables.

For e.g if you had two sheets namely, Sheet1 and Sheet2, then you can write SQL query such as
“SELECT * FROM [Sheet1$]”

or
“SELECT sum(balance) FROM [Sheet2$]” { where balance is a column name within worksheet Sheet2, The first row of any worksheet is assumed to be the column name }

How do I connect to Microsoft Access Database?
Create a Datasource in Microsoft ODBC administration screen [Control Panel->Administrative Tools ->Data Sources (ODBC) ]
Select ‘MS Access - sun.jdbc.odbc.jdbcOdbcDriver’ from the Driver list, enter the DataSource name (created above) in the “DB Name” field. Leave all the remaining fields blank.
Check this article
How do I connect to Microsoft SQL Server?
  • Using ODBC - Create a Datasource as mentioned above (MS Access) for SQL Server. Just enter the SQL Server Datasource name in the “DB Name” field and click connect
  • Using jTDS driver -Pick “SQLSERVER5 -… ” option in the driver list and enter all the fields as below
How do I connect to Microsoft SQL Server Named Instance?
What is the preferred method for sharing dashboards with co-workers such as senior management?
There are few options for sharing dashboards with senior management.

For e.g, lets say someone develops the dashboards, these dashboards can be saved as individual files with extension of “.icv”. Let say you create a dashboard named ” finance.icv” which displays financial information. Similarly you create few other dashboards such as “sales.icv” and “human_resource.icv”

These “*.icv” files can be stored in a common location from where everybody can access it. The people who need to view these dashboards, they can download InfoCaptor on their PC and from within InfoCaptor, they can open these dashboard files ( finance.icv, sales.icv or human_resource.icv”). When they open these files, the dashboard will show the real-time information. If they want to refresh the content, they can do it within InfoCaptor. From there onwards they can either export to Excel, CSV, PDF or Html.
The above method is one of the simplest deployment.

Second Option : You can get the server version of InfoCaptor and install it on a web-server. Then you create a .PHP file for each dashboard.
This PHP file contains the location of the dashboard to fetch from and connection details.

For e.g lets say you installed/copied all the dashboard files
at the below location http://www.yourdomain.com/dashboards/. Then you can create a PHP file for finance.icv as finance.php and you can launch the
dashboard by just typing a URL http://www.yourdomain.com/dashboards/finance.php

What are different types of portlets
A dashboard contains one or more portlets. A portlet is a small window frame containing either tabular data or chart. Within InfoCaptor, every window frame in the dashboard is called as a portlet for simplicity and then each portlet is classified into either a Query portlet, Graph portlet, Button Portlet or Parameter portlet. For easy reference a Query portlet is called as Qlet, Graph portlet as Glet, Button portlet as Blet and parameter portlet as Plet.
How to link a parameter to the Chart or Graph
Assuming you have a parameter already defined, open the Chart editor, right click in the text area, a list of parameters will appear. Select the desired parameter
How to create Bar Chart
Click new Chart icon, select the Bar chart type in the drop down list. Make sure your query returns atleast 2 columns, first is a column of characters and second and remaining columns is numeric
Hor to create Pie Chart
Click new Chart icon, select the pie chart type in the drop down list. Make sure your query returns only 2 columns, first is a column of characters and second column is numeric
How to align and organize the portlets
Click on Edit menu, Select Show Grid, Now you can either use the alignment buttons on the toolbar or manually drag each portlet to align the portlets
How to link parameters to the portlets
Create a Query Portlet and in the same way as you create dependent parameters or cascading parameters …..
What is a portlet, Qlet, Glet, Plet and Blet
Each window in the dashboard is known as portlet. If the portlet displays only tabular data then it is called as Qlet, if it shows graphic data such as chart then it is known as Glet, if the window is meant to be containing parameters then it is called as Plet. If the window is a button that can call a database procedure then it is called as Blet
How to change the font of the parameter
Edit the Parameter, click on the Font, change the settings and close the window
How to link parameters to each other
First create a parent parameter as decribed in the creation of parameter portlet and then create a second parameter portlet. In the “WHERE Clause” of the second parameter embed the condition on the column with the parent parameter’s column value.
How to create dashboard
From the menu -> goto Edit -> Create Dashboard
From the toolbar -> click on the Dashboard Icon (if you hover your mouse on top of the icon it will tell you the description)
A screen will popup with the title “”Enter Dashboard Name”". Provide a descriptive name for the dashboard and click “”OK”". Your dashboard is created now. You will need now need to add portlets like Query or Charts but before adding any portlets make sure you have already connected to the database

What is a Drill
A drill is a child query which shows detail level information.
How to change the color of the parameters
Invoke the Parameter editor. See the complete list of descriptions for each property
What is Executive Dashboard
It’s a fancy term used by Executives. All Managers and above usually fall in the Executive category. Executive
dashboards usually contains high level summary information such as Montly sales, Expenses etc
What is Non-Executive Dashboard
It’s a non-fancy term not used by non-executives. Dashboards can be used by anybody. For e.g. your IT department could be using some dashboards to monitor different servers, Databases etc. You can design Executive and non-Executive dashboards using InfoCaptor
Do I need TnsNames in order to connect
No. But if you have one, then InfoCaptor can use it to get all the database settings for your Oracle instance. This is applicable to only Oracle. Other databases do not use TnsNames
How do I call a database procedure within (through) the dashboard
Once you create an object of type Blet, then simply add the database procedure call in the text area. This feature is not-documented anywhere but if your project really needs it then you could email it to us and we will send instructions.
How to change the color of columns in the portlet
Right click on any column, select Column settings and change the different cosmetic options. You can always revert it to the Portlet level cosmetics by clicking on the Portlet editor and selecting the ‘All Columns’ button.
How to drill into a Chart
Right click on any column, select Column Settings, click on Drill settings, Click Add new drill, select the target Portlet which is a tabular or of chart type
How do you define a Drill
Right click on any column, select column settings, click on Drill settings, Click Add new drill, select the target Portlet which is a tabular or of chart type. In the parameters select the mapping values, which is either a column or a constant value.
How to create Line Chart
Same way as Bar chart
How to change the color of rows in the portlet
This is also known as row banding. You can band a bunch of rows together. This is specified by the row frequency. There are two types of rows, row-1 and row-2 that dictates the format of alternating rows. Try the various combinations of row colors and intervals to get a hang of row formatting.
How do I create Parameter Portlet
This is similar to creating a Query Portlet (Qlet) except the fact that in the Qlet you can have as many columns as needed where as with the parameters you can just have one displayable column and 5 (five) internal columns. Displayable column is the column visible to the user whereas the internal columns are not visible but used to pass values to the Query Portlet (Qlet) or Chart Portlet (Glet). For e.g. If you are displaying Employee parameter, then the display column could be the actual employee name whereas the internal column could be the employee number. You have the ability to define 5 internal columns, so you can pass employee number, department number where the employee works, manager’s employee number etc. You need not use all of the internal columns.
In the text area just drop the From and Where clause of the Query that defines the parameter. So during run time the parameter Query is constructed using the column names from the top section and the from and where clause from the text area.

How do I create Chart Portlet
This is similar to how you create a Query Portlet. Click on the Chart Editor icon, drop your SQL in the text area, Select the appropriate chart type in the drop down list from the top section of the Chart Editor and hit “Apply” button.
Can I create and sell Dashboards as my own product
Yes, absolutely
What are the different options to deploy dashboards
You can deploy it individually on your PC, or your enterprise web-server or on your USB drive and carry it wherever you need
How do I create Query portlet
You need a SQL query to create a Query Portlet (Qlet). You may use any tool to construct and test the SQL query (e.g. Toad, SQL developer or any other visual tool). You may even use the InfoCaptor Sql editor available within the Qlet Editor. Click on the Query Portlet (Qlet) editor button either on the toolbar or goto Edit -> Create Qlet. A Qlet Editor dialog will popup. The Qlet Editor is divided into two sections, the top and bottom sections. The top sections contains all the different properties of the Qlet like the name, background color etc and the bottom section is where you would place your SQL query. Just drop your SQL query in this text area. You need to make sure that you are already connected to the database, if not then you will be warned. Select the connection from the second property “Connection”. You may change any of the other Qlet properties (link) or leave them as it is. Click on the apply button in the bottom section. If everything goes fine, you will see your first Query portlet in action. Now you can experiment changing differrent cosmetic properties on the top section in the Query Editor and see how it changes the Qlet appearance.