Uploading Custom Data to Business Analyst Server 10.1 Compared to Business Analyst Server 10.0

This is the eleventh blog in a series of blogs about what’s new in Business Analyst 10.1.

Many users of Business Analyst Server 10.0 experienced difficulties configuring the server to allow uploads and downloads. To help with the configuration in Business Analyst 10.0, these steps were provided to walk you through installation and configuration of WebDAV in IIS and to allow for Windows and Basic Authentication on the Business Analyst Server site. Removing these requirements was one of our main tasks while developing Business Analyst Server 10.1. The REST interface is now used for uploads. It was simplified so that configuration changes weren’t needed in IIS and the REST interface handles it. All that you need is Business Analyst Desktop 10.1, Business Analyst Server 10.1 and credentials for a user with publisher role support in Manager on the server at a minimum.

To proceed with the directions, it is important to understand how to create your own Business Analyst Dataset and Custom Report Template. The workflows for creating these items are described in previous blogs, What’s New in 10.1 – Create report templates that combine your own data with standard Business Analyst data and The new Fusion Report Designer, report creation made easy. Please review these if you’re not familiar with creating custom BDS files and report templates for Business Analyst. The directions below will only describe the steps necessary to upload your data and report template to Business Analyst Server 10.1. For workflow details using Business Analyst Server 10.0, please see Blog Series – Importing and Using Your Own Data in Business Analyst – (4 of 6) Uploading Your Custom Data and Report Template to Business Analyst Server (Part B).

To start, I have my custom BDS and custom report template already created and ArcCatalog is open. In ArcCatalog, I’ve expanded the Business Analyst Repository node in the Catalog tree. Then, right click on the project.  For this example, I’m using the Default Project. Then I click Upload Project which opens the Upload Project dialog box. Select the custom BDS and custom report template that I want to upload, enter the URL to the Business Analyst Map Service and click Connect. This will prompt for credentials. Enter a user that has, at the least, publisher role permissions and then click OK on the Authentication dialog box and click Upload on the Uplaod Project dialog box.

After clicking Upload, a few loading dialog boxes will appear. A Successful Operation dialog box will appear and your data and report template will be available to a wider audience in Business Analyst Server. To verify, run the GetCustomLayers and GetReportTemplates REST requests pointing to your Business Analyst Server. If you are on the server while working, you can use requests similar to http://localhost:6080/arcgis/rest/services/DefaultMap/MapServer/exts/BAServer/GetCustomLayers/execute. You should see the following result:

results: (1)
                 paramName: CustomLayers
                dataType: BAIDNamePairs
                value: (1)
                             ID: user_data\custombds\custombds.bds
                             Name: custombds

To summarize, the workflow to allow for uploads to Business Analyst Server is much simpler at 10.1 than at 10.0. No more additional configuration is needed beyond installing Business Analyst Desktop and Business Analyst Server where they can access each other.

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