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AnalyseWorks - Setup

What will get done during installation?
  • GroupWorks will install AnalyseWorks and ensure that the demo works
  • GroupWorks will ensure that other users on the Local Area Network (LAN) can use it (assistance from your IT support may be required, particularly if users cannot directly run batch files)
  • You will have a brief demo of what AnalyseWorks can do, using the demo database
  • Some time will be required for GroupWorks staff to understand your data and see how it should be presented in AnalyseWorks, in how many data marts focussed around which business entities, if the data will always be reloaded from scratch or there will be partial loads
  • Discuss issues such as security, logos for reports etc
  • The rest of the time available will be split between getting your data such that it can be used by AnalyseWorks, and user training
How much of our data can be set up during installation?
  • As you'd expect, this depends on your data
  • If your data is already available in a suitable format with correct column names, a few minutes!
  • If it lives in a variety of secured databases and needs much careful work to combine, clean, error check, translate field names etc then it is likely to take longer than the standard installation time
What do I need to ensure is in place first?
  • Staff with knowledge of operational systems are available
  • There is good access to properly configured systems to develop and test the import
  • Test data of suitable (fairly small) size is available
  • For more complex data marts, staff to assist with the development
What steps are involved in setting up a moderately complex data source?
  • Get a definition of the data source(s) required, with the structure, and field names required
  • Have a manageable amount of test data available (so that it can be test-loaded quickly)
  • Decide if the processing will be done in Access or in a database procedure (or both)
  • Make a first guess at the structure of the data mart to be used by AnalyseWorks
  • Construct the empty table(s) and populate manually with one or two rows of data
  • Generate the AnalyseWorks definitions for the data from the tables
  • Check that it makes sense from within AnalyseWorks, refine as necessary
  • Develop the Access (Visual Basic for Applications) code or database procedures to load the data
  • Test the load function, compare data in the generated database against initial data
  • View test data in AnalyseWorks to have another check that it looks OK
  • Change the load mechanism to work on Live data, and run it if there is calculated to be time
  • Optimise the data mart if necessary, and make any concomitant changes to the load process
  • User training

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