Using Robot Reports with Insite

 

Use these instructions to set up Robot Reports within HelpSystems Insite.

Administrator Procedure

1. Using the HelpSystems Insite Getting Started Guide:
   1. Install Insite. Select to install on a single system and make sure to install the Robot Reports component. You can also select other components you will be using within HelpSystems Insite.
   2. Use the setup wizard to set an admin password for Insite.
   3. Create an IBM i Product Connection to connect to a system that has Robot Reports Installed. For more information on the type of user profile to use, see User Profile Recommendations for Insite Product Connections
   4. Log into Insite using the Admin user and password you created in step 1b.
   5. Select whether to participate in Data Collection. There is no personal information collected. This function is specifically to gather and analyze information from your Insite usage to better understand your needs and to improve your future Insite experience.
   6. Add any additional IBM i systems that you want to use with Robot Reports by selecting Products, under Settings.  After saving the new connection, click and select Connect. 
   7. Set up IBM i Authentication by selecting Authentication, under Settings.  Make sure to use a system that Robot Reports recipients can log in to.

2. Create a Role for Robot Reports users.   
   1. Under Settings, select Roles.
   2. Select Add
   3. Give the Role a name like Robot Reports and give it a description.
   4. For quick setup, assign the Security Group “All Users” to this role.
   5. Select Robot Reports under Authorized To and select all the systems you want the users to be able to access their reports on.
   6. Select Save.
3. (Optional) Set an Assigned Profile. You only need to do this if you would like to view reports while logged in as Admin. Each user will set up their own Assigned Profile to view their reports.
   1. Select Assigned Profiles, under Account.
   2. Select an IBM I system.
   3. Click   and select Add Profile.
   4. Enter an alias name for this profile. Then provide the user name and password that is associated with your recipient in Robot Reports.
   5. Select Save
4. Log off as Admin. 

Recipient’s Procedure

1. Log in to Insite using a valid profile for the Authentication system that was set up in step 1f.
2. Add an Assigned Profile to the systems where you are setup as a Robot Reports Recipient.
   1. Select Assigned Profiles, under Account.
   2. Select the IBM I system.
   3. Click  and select Add Profile.
   4. Enter an alias name for this profile. Then provide the user name and password that is associated with your recipient in Robot Reports.
   5. Select Save
   6. Do the same for any other IBM I systems. 
3. On the left side panel, select Robot Reports. If you have multiple IBM I systems, select the system you want to view your reports on.
4. To view your list of reports, select Reports.