Welcome to the Pegasus XRL Installation Guide for Opera 3 SQL SE. Pegasus XRL is powered by Infor Query & Analysis.
The guide provides detailed instructions for installing Pegasus XRL.
An installation and implementation summary PDF guide is available (opens in a new window).
Pegasus XRL links financial information in Opera 3 SQL SE with Microsoft Excel, allowing Opera 3 SQL SE data to be viewed and manipulated within Microsoft Excel using features installed with Pegasus XRL.
Summary and detailed reports can be designed and styled to exact requirements using the Report Designer. Summary or detailed reports are created using the XRL Report Wizard.
Pegasus XRL also provides the ability to drilldown to the underlying transactions and link cells dynamically to Opera 3, ensuring the latest information is displayed.
Cube Analysis enables you to analyse data by viewing it from various perspectives using row (x-axis), column (y-axis), and slicer (z-axis).
Excel workbooks can be automated using macros created using the Pegasus XRL Macro Builder, charted and distributed as PDF documents.
Access to data in Microsoft Excel is managed by the Server Administration & Monitoring utility working together with the Opera 3 SE service. Connections from Pegasus XRL to Microsoft SQL Server use Windows Authentication so a Windows user name needs to be recorded for each Pegasus XRL user.
Pegasus XRL is displayed as ‘Infor Q & A’ in Microsoft Excel.
To install Pegasus XRL you need to be trained and accredited for Opera 3 SQL SE and Pegasus XRL, and also have a working knowledge of Microsoft Excel.
Links to download the latest version of Pegasus XRL are included in the release communications to Pegasus partners.
Stage |
Description |
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Checking the hardware and software prerequisites |
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Creating a Windows domain group and allocating users and reporting roles |
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Removing the existing installation |
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Installing Pegasus XRL and configuring the DataLink |
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Creating users and profiles |
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Serialising Pegasus XRL and allocating users |
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Mapping users and setting security |
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Setting macro security and logging on |