Crystal Reports 9 The Complete Reference PHẦN 9 doc

Chapter 23: Using the Crystal Launchpad and ePortfolio 683 CRYSTAL REPORTS 9 ON THE WEB Each parameter in the report is listed, with currently set values displayed. A newly added report normally shows EMPTY in the Values column. Click the word EMPTY to obtain the dialog box for setting initial values for that parameter. The Set Initial Values dialog options vary according to the way the parameter was created in the report, allowing for single, multiple, and/or ranged parameter values. When you have set the initial values for a given parameter field, click OK to save these values and return to the main Parameters tab. When you have established values for each parameter desired, click Update (bottom right) before looking at other tabs. Filters Tab You can create or modify existing record and group selection formulas on this tab. If users have the rights to schedule a report, they will be able to modify these, but all other viewing methods will run the record and group selections exactly as entered here. 684 Crystal Reports 9: The Complete Reference The Crystal Management Console does not check for correct Crystal syntax in the selection formula. If you update an incorrect formula, the resulting report instances will not run successfully. You can also add processing extensions to the report on this tab. A list of available processing extensions is on the left, and the list of processing extensions to be used for this report is on the right. The left and right arrow buttons are used to include and exclude processing extensions, while the up and down arrow buttons are used to specify the execution order for the included processing extensions. Be sure to click Update (bottom right) to save all of your changes before viewing other tabs. Processing Extensions are a new Crystal Enterprise 8.5 feature that allows custom- designed processing to be performed on a report when it is run. Your organization must have designed or purchased processing extensions, and installed them properly, to make use of these options. Schedule Tab This tab offers scheduling options similar to those in either the Crystal Publishing Wizard or the scheduling page of ePortfolio. You can schedule instances to run on a regular calendar basis, or you can indicate that the report will be available for on-demand viewing. When you use this tab to schedule a report, it uses the values currently set in the other tabs. For example, if you would like to schedule a report to be produced in Excel format, you must first use the Format tab to set the report format before completing the Schedule tab. So be sure to set your database logon information, parameters, filters, destination, and format before scheduling a report. Each calendar option, when selected, provides additional prompts for further defining the schedule. In all cases (except for the “Now” option), you will be asked for a Start Date, which is the date and time you want to run the report, as well as an optional End Date, which is the date and time past which you would not want the report run. You will also have the option to select “with events.” This combines with the scheduling information to delay processing until a specific event or events have been triggered. For example, a weekly report could be scheduled to run every Friday night at 11:00 P. M . but only after an event is triggered that signifies that the database Chapter 23: Using the Crystal Launchpad and ePortfolio 685 CRYSTAL REPORTS 9 ON THE WEB synchronization has been completed. Events may also be set up to trigger upon the completion of the report processing. On Demand Choose On Demand if you do not wish to schedule any recurrent instances at this time. This allows users with run rights to view and schedule the report on demand from their Enterprise environment. Once Choose Once to run the report immediately or at a specific time in the future. Daily Choose Daily to see three suboptions: ■ Once each day ■ Every X hour(s), N minute(s) ■ Every X day(s) Weekly The Weekly option allows scheduling on any combination of the seven days. Check boxes are provided for easy selection. For example, three clicks could schedule a report to run on Monday, Wednesday, and Friday of each week. Monthly Choose Monthly to see five suboptions: ■ On the Nth day of the month For example, on the fifteenth of every month. ■ On the Nth X of the month For example, on the second Friday of every month. ■ Every N months ■ On the first Monday of the month ■ On the last day of the month When you have established any recurrent or on-demand scheduling, click Update (bottom right). If you created a recurrent schedule, you can view the resulting instance on the Instances tab. Destination Tab Crystal Enterprise can “send” a completed report instance to a number of destinations. This tab starts with a drop-down to select the destination. All of the options except “Default” produce more form elements to provide the details for that particular destination. 686 Crystal Reports 9: The Complete Reference The destination choices for a report instance file are ■ Default Kept on the Crystal Enteprise server and managed by the APS. ■ Unmanaged disk Written to any accessible disk location. ■ FTP Transferred via FTP to any accessible FTP server. ■ Email (SMTP) Attached to an e-mail message and sent via SMTP. ■ Printer Written directly to a printer. Once you’ve selected your destination, click Update (bottom right). Chapter 23: Using the Crystal Launchpad and ePortfolio 687 CRYSTAL REPORTS 9 ON THE WEB 688 Crystal Reports 9: The Complete Reference Format Tab As in Crystal Reports, Crystal Enterprise can save a report instance in a variety of formats. This tab has a single drop-down to select the desired format. ■ Crystal Report The only way to provide the group tree and drill-down. ■ Excel ■ Excel (Data Only) Can be particularly useful for users who want to further manipulate the data. ■ Word ■ Acrobat More commonly known as Adobe PDF format. ■ Rich Text ■ Plain Text ■ Paginated Text ■ Tab-Separated Values ■ Character-Separated Values Once you’ve selected your format, click Update (bottom right). Limits Tab This tab defines the rules for limiting the number of instances kept in the system. There are two basic rule types for deleting instances: delete excess instances when there are more than N instances and delete instances after N days. These two types of rules may be applied for users and/or groups, as well as globally. For example, a global rule may be to delete excess instances over 100, and a specific rule may be to delete any instances more than seven days old for a specific management group. To add rules, click the appropriate Add/Remove button on the right side. The resulting page has three possible modes: Add/Remove Groups, Add Users, or Remove Users. Use the arrow buttons in the middle to move the desired groups and/or users into or out of the report’s list box. When you are finished, click the OK button. Any users or groups added will now have a line on the limits tab so that you may fill in the numbers to complete the rule. Chapter 23: Using the Crystal Launchpad and ePortfolio 689 CRYSTAL REPORTS 9 ON THE WEB 690 Crystal Reports 9: The Complete Reference Rights Tab On this tab, you can define what access other users will have to this report. Only users and groups with rights set at a higher level are displayed here, with their net rights to this report (inherited rights based on the folder it’s in) listed on the far right. You can change a user or group’s explicit rights to this report by selecting a different rights level from the drop-down box. You can also add or remove users and groups by clicking the Add/Remove button on the upper-right side. The resulting page has three possible modes: Add/Remove Groups, Add Users, or Remove Users. Use the arrow buttons in the middle to move the desired groups and/or users into or out of the report’s list box. When you are finished, click the OK button. Any users or groups added will now have a line on the rights tab so that you may select the desired rights. The available rights levels are ■ No Access User or group cannot see the report at all. ■ View User or group is allowed to view scheduled instances, through History and View Latest Instance; cannot run (View or Schedule) the report. ■ Schedule User or group is allowed all viewing and running functions, including View and Schedule. ■ View on Demand User or group is allowed to preview the report. ■ Full Control User or group is allowed all viewing and running functions and can also move, rename, or delete the report. ■ Advanced… This option produces a page where much more granular rights may be either explicitly granted or explicitly denied. For example, a single user may be granted the right to refresh the report’s data. The report must be in a shared public folder in order for users to find it easily. If the report was published into a single user’s Favorites folder, and that folder is not shared, then users with access to the report can find it through the search functions but will not see the folder it’s in. When you’ve adjusted the rights to the report, click Update (this time on the upper-right side) before going to another tab. When you have reviewed all the desired tabs and updated any changes on each tab, you can close the report by navigating to another function or page in the Crystal Management Console, or you can close the Console. Reports and report instances you’ve published through any of the publishing methods are now visible in ePortfolio and the Enterprise environment. Chapter 23: Using the Crystal Launchpad and ePortfolio 691 CRYSTAL REPORTS 9 ON THE WEB TEAMFLY Team-Fly ® This page intentionally left blank. [...]... account and chose their own preferences This method enables the change of Guest user preferences without the requirement of any code changes This also protects from those changes being lost should the user apply a modified version of ePortfolio, such as might be received through a Crystal Decisions patch CRYSTAL REPORTS 9 ON THE WEB 0 702 Crystal Reports 9: The Complete Reference Customizing the DHTML Viewer... Customizing Crystal Enterprise ePortfolio 693 Copyright 2003 by The McGraw-Hill Companies, Inc Click Here for Terms of Use  694 Crystal Reports 9: The Complete Reference C rystal Enterprise comes “out of the box” with its own user interface, ePortfolio This Web-based application is the default method for users to interact with Crystal Enterprise when you first install it As of the publication date, Crystal Reports. .. Integrating Crystal Reports 9 with Visual Basic 717 Copyright 2003 by The McGraw-Hill Companies, Inc Click Here for Terms of Use 718 Crystal Reports 9: The Complete Reference f you’ve read even a bit of Part I of this book, you’ve seen some of the power and flexibility of Crystal Reports By making the vast array of corporate databases accessible with its simple, straightforward user interface, Crystal Reports. .. ePortfolio 7 09 1 Start the Crystal Web Wizard from the Windows Crystal Enterprise Start button menu The Web Wizard initial screen will appear CRYSTAL REPORTS 9 ON THE WEB 2 Choose Create a New Project or Create an Admin Project Then, click the Next button 3 If you choose to create a new project, you’ll next be given the opportunity to determine the logon method you wish to present to your end user when the. .. used to interact with Crystal Enterprise components—in particular, the Crystal Enterprise ASP You will typically find there to be much more to a CSP page than the simple example given previously Here’s a small fraction of the code belonging to a relatively small CSP that simply extracts the list of folders from the Crystal Enterprise APS: CRYSTAL REPORTS 9 ON THE WEB There are other subtle differences... report viewer The Export button will display a pop-up window asking you to choose a download file format CRYSTAL REPORTS 9 ON THE WEB As with the Web Component Server supported by earlier versions of Crystal Reports, as well as with the Crystal Report Designer Component and Active Server Pages, Crystal Enterprise supports multiple browser-based viewers for displaying reports on the Web The default viewer... comparison of their features The style of the menu in the upper-right corner can be set in globals.csp Find the line with var DEF_MENU = MENU_BUTTONS_AND_TEXT, and choose from the menu types of MENU_BUTTONS_AND_TEXT, MENU_BUTTONS_ONLY, and MENU_TEXT_ONLY Reports per Page Others TE The number of reports displayed on a single ePortfolio page can be set by finding var DEF_RPP = 39 and replacing the 39 with the. .. Crystal Reports 9 does not work with the most recent release of Crystal Enterprise, version 8.5 In order to take advantage of Crystal Enterprise, you’ll have to stick with Crystal Reports 8.5 Therefore, all material in this chapter refers to Crystal Reports 8.5 only For more information on Web delivery options with Crystal Reports 9, see Chapter 20 While ePortfolio is fairly complete in the Enterprise... special handling on the Web server when a Crystal Enterprise Web Connector is installed on the server In particular, the following Web page file extensions are automatically routed to the Web Component Server when encountered by the Web server: CSP Crystal Server Page CWR Crystal Web Request RPT Crystal Reports File CRI Crystal Reports Image File As such, any URL containing any of these three extensions... prefer to largely redesign the basic look and feel of ePortfolio, or perhaps even design your own from -the- ground-up user interface using the Enterprise SDK, expect larger time and expertise requirements  696 Crystal Reports 9: The Complete Reference Another easy customization can be performed by editing the default CSS file With just a few changes, you can significantly alter the fonts and colors of . right). Chapter 23: Using the Crystal Launchpad and ePortfolio 687 CRYSTAL REPORTS 9 ON THE WEB 688 Crystal Reports 9: The Complete Reference Format Tab As in Crystal Reports, Crystal Enterprise can. rule. Chapter 23: Using the Crystal Launchpad and ePortfolio 6 89 CRYSTAL REPORTS 9 ON THE WEB 690 Crystal Reports 9: The Complete Reference Rights Tab On this tab, you can define what access other users will. replacing the default logo for ePortfolio with your own custom logo. Chapter 24: Customizing Crystal Enterprise ePortfolio 695 CRYSTAL REPORTS 9 ON THE WEB 696 Crystal Reports 9: The Complete Reference Another