Use Capture Analytics Configuration to specify
the configuration settings you want. Click 
periodically
to save your work.
Click Save Settings for Capture Analytics Data Model Build.
Configuration settings determine a number of important Capture Analytics characteristics. They also affect what data is loaded from GovWin Capture Management and how that data is transformed for the analytics. Generally, once you select the initial configuration settings, you only need to change those settings if you decide that your original selection is not what you want or, in some cases, if data changes in GovWin Capture Management. Capture Analytics includes a configuration application that you use to specify the configuration settings. |
In this topicProcedure: Specify Configuration Options for Capture Analytics Configuration Settings for Capture Analytics Security for Capture Analytics Configuration
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To specify Capture Analytics configuration settings, complete the following steps:
On the server on which you installed Costpoint Analytics, go to the <installation location>\Admin folder.
Run CRM_Analytics_System_Config.qvw to open Capture Analytics Configuration.
Click Update from CRM or Previous Configuration.
Capture Analytics imports data from GovWin Capture Management that you need in order to specify configuration settings (the list of opportunity stages, for example). When this process is completed, you receive a message that confirms that the GovWin Capture Management data has been imported successfully into Capture Analytics Configuration.
Use Capture Analytics Configuration to specify
the configuration settings you want. Click periodically
to save your work.
Click Save Settings for Capture Analytics Data Model Build.
When this process is completed, Capture Analytics displays a message that confirms that the settings have been updated successfully.
If you have unsaved entries, click
to save them in CRM_Analytics_System_Config.qvw.
on the
toolbar to save the current configuration settings before you run the
data load process. If you do not do both, the data load may not use the
most current configuration settings.When you have saved the settings in Capture Analytics Configuration, you are ready to run the process to update the data model and load data.
Before you load opportunity data into Capture Analytics the first time, you set the configuration settings listed in the table below for Capture Analytics.
Note: To make it easier to locate information about a setting, they are listed below in alphabetical order, and that is the sequence in which the related topics appear in this guide. The settings appear on the Capture Analytics Configuration tab itself in a different order. However, while some settings are related, in most cases you are not required to actually specify the settings in a particular sequence.
Setting |
Description |
Alternate Bid Rate/Win Rate Criteria |
Use the settings under Alternate Bid Rate/Win Rate Criteria, along with the Bid/No Bid/NA and Win/Loss/NA columns in the Stages table, to specify how Capture Analytics should identify the opportunities to include in the bid rate and win rate calculations. More... |
Analysis Dates |
Use the Analysis Dates settings to indicate the GovWin Capture Management fields that contain the dates that Capture Analytics uses to build the calendars in the data model for the analytic tabs. Capture Analytics uses the calendars to group and summarize data by date and to include the correct opportunities when you filter by date. More... |
Historical Pipeline Display |
Use the Historical Pipeline Display options to indicate if you want to display data on the Historical Pipeline tab by month or by week. If you select the weekly option, you also specify the day you want to use as the last day of the week. More... |
Opportunity User-Defined Fields |
Use the Opportunity User-Defined Fields settings to add custom fields from the Opportunity Info Center in GovWin Capture Management to the analytics as filter options, display options, or table columns. In Capture Analytics, these fields are referred to as user-defined fields (UDEFs). More... |
Pipeline Amounts |
Use the Pipeline Amounts settings to indicate the GovWin Capture Management fields that contain your pipeline amounts. More... |
Pipeline 1 Amount Ranges Pipeline 2 Amount Ranges |
You can analyze pipeline based on amount ranges. Use the two Pipeline Amount Ranges tables to specify up to five ranges you want to use for each of the pipeline amount fields selected in Pipeline Amounts. More... |
Probability Ranges |
You can analyze pipeline based on probability ranges. Use the Probability Ranges table to specify up to five ranges you want to use. More... |
Security |
Use the Security options to indicate if you want Capture Analytics to authenticate users and apply organization security to control access to data. More... |
Security: Single Sign On |
Use the Single Sign On options to indicate if you want Capture Analytics to authenticate users based on their network user IDs or require them to enter user IDs and passwords. More... |
Security: Alternate Security |
Use Base Access On under Alternate Security to specify an opportunity field (Project Manager, for example) on which you want to base security for some or all Capture Analytics users. More... |
Stages |
Use the Stages table to specify the order in which you want the opportunity stages to appear in charts and tables, to group multiple stages into a single stage, to exclude stages from current pipeline, and to include stages in the calculation of bid rates and win rates. More... |
System Field and Range Labels |
Use the System Field and Range Labels table to specify the labels you want Capture Analytics to use for standard GovWin Capture Management fields and for the pipeline amount and probability ranges. More... |
After the implementation is complete and you make Capture Analytics generally available to users, changes to configuration settings should be minimal.
In most cases, if you make a configuration change, you can implement that change by running Load_CRM_Data.bat to do a full load of GovWin Capture Management opportunity data based on the new configuration. Load_CRM_Data.bat updates the Capture Analytics data model without updating the Costpoint Analytics data models, if your firm also has Costpoint Analytics.
Capture Analytics provides no internal security for the configuration applications and related administrative files. Be sure that only the appropriate persons have access to the network folders in which you installed Capture Analytics.