Demographics - Intalytics Integration

Prerequistes

To use the Intalytics integration:

Set up an account with Intalytics.
Work with the your Accruent representative and Intalytics Account Manager to complete a field mapping.

Field mappings allow data to flow between Lucernex and Intalytics.
Obtain the following from your Intalytics Account Manager and provide it to your Accruent representative:
- Credentials for your default Intalytics account
- Your SiteIntel API token URL
- Your SiteIntel URL
Your Accruent representative must enable the integration.
Once your firm is enabled, you must configure security for your user classes.
Enter Intalytics credentials for your "super users" at the member-level.
Add latitude and longitude data to your sites, projects, and facilities.

Use the Lucernex Intalytics integration to manage site planning and forecasting in the Site, Project, and Facility modules using the view of your Intalytics instance with all available layers and reports. You can gain greater visibility into the state of your portfolio as well as known information about competitors, demographics, city / town infrastructure, and other data that you can use to determine where to plant new sites and where to consolidate.

When you first open the Demographics Study tab, Intalytics opens with a map pane, Google Street View, and satellite view of the entity address. A fourth pane on the rightmost side of the page lists reports that you can overlay. For example, if a Total Population report is available, you can select it to view an overlay of that report in the map pane

Accruent does not manage credentials for this integration. Your credentials are managed by Intalytics. If you need to retrieve these credentials, contact your Intalytics account manager.

Key Elements

The key elements of this integration are below:

When a site, project, or facility is created in Lucernex, a site is also created in Intalytics.

These two records are linked by a common ID. Any record updates made in Lucernex will also be reflected in Intalytics.
The Site, Project, and Facility modules all contain a Demographics sub-module.

This sub-module is an embedded view of your Intalytics views, layers, reports, and other data. All functionality available in Intalytics is available in this embedded view.
Intalytics reports can be built, run within Lucernex, and saved to Lucernex Reports.

Users can utilize Intalytics reports as part of their overall site evaluation process in Lucernex, to answer these and other questions:
- Where are other company sites in relation to a site under evaluation?
- Where are competitors in relation to a site under evaluation?
Users can then use Lucernex's Binder functionality to incorporate this reporting into the final Site Pack.

With binders you can merge files into a single PDF for printing and sharing. Your System Administrator can create a binder template to guide you through the steps to create a document.

Using the Integration

Once the Intalytics integration has been configured by your Accruent Administrator, there are six main functions you will need to perform. These do not include any custom reports which may have been set up for you by your Accruent Administrator.

System Administrator Functions

The following functions would typically be handled by a system administrator.

Configure User Security for Demographics Access

To utilize the Demographics tab in the ways described above, your user classes must have the minimum settings described below.

This list does not include other settings which may be necessary for properly configuring your user classes. For more information about how to create or configure user classes, see the Basics of User Security walkthrough.
Additionally, you will need to grant your users access to the folders where you save your demographics reports. To learn how to set permissions for folders and documents, see the Folder Security walkthrough.

Tab	Security Item	Setting
Page Access	Site > Details	View
Page Access	Site > Details > Documents	View
Page Access	Site > Details > Binders	View
Page Access	Site > Demographics	View
Page Access	Project > Details	View
Page Access	Project > Details > Documents	View
Page Access	Project > Details > Binders	View
Page Access	Project > Demographics	View
Page Access	Facility > Details	View
Page Access	Facility > Details > Documents	View
Page Access	Facility > Details > Binders	View
Page Access	Facility > Demographics	View

Additionally, choose between two options:

Choose the entities to which you want the user to have access.

Or, give the user the following additional settings:

Tab	Security Item	Setting
Actions	Default access to Facilities for Portfolio Members	View
Actions	Default access to Opening Projects for Portfolio Members	View
Actions	Default access to Sites for Portfolio Members	View

The option you choose depends on the security approach you take as a system administrator. The first option will limit access to select entities, while the second option will grant your users blanket access to all entities of that type.

Add User Intalytics Credentials

When your firm is initially configured for this integration, a default Intalytics account is linked so that any user that has access to the Demographics tab can view data. However, if you want to give particular users special permissions or link their Lucernex accounts to existing Intalytics accounts, follow the procedures below.

To enter member-level integration credentials:

Click Admin in the toolbar in the upper-right corner of the window.

The System Administrator Dashboard page opens.
Click Manage Members / Contacts link in the Member Administration column.

The Manage Members / Contacts page opens.
Type the user's name in the Search field in the upper-right corner of the Manage Members / Contacts table.
Press the Enter key on your keyboard.

The users matching your search criteria appear in the table.
Click Edit link in the Actions column of the user you want to edit.

The Edit Person window opens.
Enter the user's Intalytics credentials in the Demographics Login and Demographics Password fields.

These fields appear in the Member Details section of the window.
Click Update.

The window closes. Your changes are saved.

End-User Functions

The following functions would typically be handled by an end-user.

Set Up a Site, Project, or Facility to use Intalytics

To set up a site, project, or facility to use Intalytics:

Choose between three options:
- Navigate to Site > Details > Summary.
- Navigate to Project > Details > Summary.
- Navigate to Facility > Details > Summary.
  
  Use the links in the Navigation Pane on the leftmost side of the page.
Click Edit.
This displays in the Actions menu on the right side of the page.
The page becomes editable.
Enter the latitude in the Latitude field.
Enter the longitude in the Longitude field.

To learn how to automatically calculate an entity's latitude and longitude, see the Calculate Entity Latitude and Longitude article.
Click Save Changes.

The page refreshes, and is no longer editable. Your changes are saved. You will now be able to use the Demographics tab.

View your Entity's Demographics Study

Save a Report from Intalytics

To save a report from Intalytics:

Follow the View your Entity's Demographics Study procedures above.
Run a report.

Once the report finishes running, a [Report Name] window opens.
Select the report from the [Report Name] window.
Do one of the following:
- Click View Report.
  
  The report opens in another window.
- Click to the Save to Lucernex.
  
  The report is saved to your entity documents.

Do I need to pay more to access the integration?

If you’re an existing customer that is already live on both products, there is no additional charge outside of your annual license and maintenance costs.
Where do I access Intalytics within Lucernex? Is it easy? What exactly am I seeing when I view Intalytics from Lucernex?

There is a sub-module called Demographics within the Site, Project, and Facility modules which displays your Intalytics view.

A user will see the same view they are familiar with when logging into Intalytics directly. The key difference is that this view is embedded within Lucernex modules, thus reducing the need to go back and forth between solutions and gaining efficiency through a more cohesive process.
Can I control who sees the Intalytics sub-module in Lucernex?

Yes, the view of Intalytics is limited to a sub-module in Lucernex Sites, Projects, and Facilities. As such, access to the module can be limited by User Class. Further, security can be optionally controlled user-by-user in the Member record in Lucernex.
How do Sites map across the two applications?

Sites, projects, and facilities originate in Lucernex and move to Intalytics when the required Intalytics values are completed within Lucernex. You will need to work with your Implementation teams and / or Account Managers on both products to make sure all Intalytics fields map to a Lucernex field.

After establishing a record in Intalytics through this process, a user can view Lucernex sites, projects, and facilities in Intalytics without ever leaving Lucernex. This includes generating reports which can be saved to your Lucernex Reports area.
What’s the expected work flow with the integration enabled in Lucernex?

Various demographic views and reports are already built for users in Intalytics during your Intalytics implementation. Upon creating a site, project, or facility in Lucernex, you will find that the Demographics module is populated with your Intalytics view.

You can view various demographics layers. This can inform what you enter during the site review process. Furthermore, Intalytics reports can be built directly in your Lucernex view, exported, and saved to the entity report tree to be included in your final proposal.