TRAINING GUIDE. Crystal Reports Web Converting Custom Reports to Lucity Web

Transcription

1 TRAINING GUIDE Crystal Reprts Web Cnverting Custm Reprts t Lucity Web

2 Web Reprts Custm Reprts that have been created fr the desktp versin f Lucity will NOT wrk in the Web applicatin as is. T cnvert a reprt frm a standard Lucity reprt t a Web reprt, cmplete the fllwing steps: This manual explains hw t cnvert a custm reprt yu use in Lucity Desktp t wrk in Lucity Web. Instructins fr cnverting reprts t the web are als fund in the nline help guide. G t help.lucity.cm and select Lucity Administratin Tl. In the Table f Cntents g t The Administratin Tl > Reprts > Custm Reprts > Cnverting Desktp Reprts. Cnverting Desktp Reprts fr use in Lucity Web 1. Make a cpy f the reprt and add Web t the end f the reprt name. Example: Desktp reprt WOSumGrPrb.rpt wuld be cpied and renamed fr the Web WOSumGrPrbWeb.rpt. 2. The Web reprt wuld then be cnverted as fllws. 3. Open the reprt in Crystal Reprts.

3 4. G t Database>>Set Datasurce Lcatin. SQL Server Clients select OLE DB (ADO)>>Make New Cnnectin. Oracle Clients select Oracle Server. 5. If yu are using SQL Server yu will then be prmpted t select a prvider. Use the Micrsft OLE DB Prvider fr SQL Server as shwn belw.

4 6. Next, enter the Cnnectin infrmatin. Fr SQL Server, include the SQL Server Name, User ID, Passwrd, and Database. Yur Lucity Administratr shuld be able t prvide this infrmatin. The Database is specific t the reprt database that it was created with such as GBAWrk r GBAEquip. Fr Oracle, include the Service, User ID, and Passwrd.

5 7. Once yu create a cnnectin yu will need t individually (manually) map EVERY TABLE frm the reprt ne at a time.

6 8. T d this, click n a table in the tp bx (Current Data Surce) and the same table in the bttm bx (Replace with) and then click n Update. D this fr each table, even the nes listed under Subreprts. Nte: Prperties is nt a table t be updated. 9. After the reprt is cnverted fr Web use it will need t be added t the apprpriate reprt flder. Typically fund at intpub\wwwrt\lucityweb\reprts. Drp the reprt in the crrect flder such as Wrk r Equip.

7 Adding the Reprt Nw the reprt will need t be added t the list f available reprts in the mdule the reprt is t be run frm. There are tw different methds fr adding reprts in the web. Methd 1 - Thrugh the Lucity Administratin Tl 1. Launch the Lucity Administratin Tl and g t Reprts > Reprt Manager. 2. Use the drp dwns at the tp f the tl t navigate t the mdule that the reprt is meant fr. 3. Click the New Reprt buttn at the bttm f the Reprt Manager dialg. The fllwing windw will appear: 4. Enter the Reprt Name.

8 5. Enter the Reprt File Path. This shuld always start with Reprts\ and then the rest f the path t the reprt including the.rpt file extensin. 6. Enter the Reprt Descriptin. 7. Click Save. The new reprt will be added t the Reprt Manager. Methd 2 - Thrugh Lucity Web 1. Open the Web mdule that the reprt will be run frm. Open the Reprts Tl. 2. T add a new reprt, click the Add buttn. The fllwing dialg will appear:

9 3. Enter a Reprt Name, Reprt Descriptin, and the Reprt Filename (the name f the actual.rpt file) remember t add the.rpt prtin n at the end f the reprt filename. 4. Chse the type f reprt this will be 5. Click Save. Standard Reprt - The reprt will be run by clicking the reprt tl, selecting the reprt and hw t run it, and running it. Quick Reprt - All Recrds - Adds the reprt t the quick reprt drpdwn list next t the reprt tl. The reprt will always be run against all recrds. Quick Reprt - Filtered Set - Adds the reprt t the quick reprt drpdwn list next t the reprt tl. The reprt will always be run against the current filter set. Quick Reprt - Current Recrd Only - Adds the reprt t the quick reprt drpdwn list next t the reprt tl. The reprt will always be run against the current recrd. Parameters Parameter fields are very helpful in Crystal reprts fr use with recrd selectin. The Web reprts allw use f parameters but in a limited way. A parameter that is set up t allw multiple values will nly accept a single value when the reprt is run. If the reprt is develped in Crystal XI r earlier, the reprt will nt allw multiple values t be selected. If the reprt is created in the 2008 r later versin f Crystal it is pssible t query again nce the reprt has been run in the HTML view t allw multiple values. This is set-up within the Parameter field. The Value Optin is Shw n (Viewer) Panel. The setting ptins are Editable, D nt shw and Read Only. When this setting is Editable, then the reprt is pened in the Web with the HTML view, the Parameters buttn can be clicked n.

10 This pens a panel t the left f the reprt. The actual parameter screen can be pened s multiple recrds can be selected by clicking n the Edit Parameter value buttn. If parameters are set up in a subreprt, they shuld nt have the same name as parameters in the main reprt.