BAAN IVc/iBaan ERP 5.0c, 5.2a. Integration Guide for Crystal Reports 8.5

Transcription

1 BAAN IVc/iBaan ERP 5.0c, 5.2a Integration Guide for Crystal Reports 8.5

2 A publication of: Baan Development B.V. P.O.Box AC Barneveld The Netherlands Printed in the Netherlands Baan Development B.V All rights reserved. The information in this document is subject to change without notice. No part of this document may be reproduced, stored or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Baan Development B.V. Baan Development B.V. assumes no liability for any damages incurred, directly or indirectly, from any errors, omissions or discrepancies between the software and the information contained in this document. Document Information Code: U7805A US Group: User Documentation Edition: A Date: March, 2002

3 Table of contents 1 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a To configure BAAN IVc for the Crystal Reports integration Requirements 1-1 To configure BAAN IVc 1-1 To configure device data for the Crystal integration for support purposes 1-5 To configure ibaan ERP 5.0c, 5.2a for the Crystal Reports integration Requirements To configure BaanERP 5.0c 1-7 To configure device data for the Crystal integration for support purposes To use the Baan Crystal Reports 8.5 integration 2-1 Folder structure and logic in Crystal Reports Baan Reports Combined reports 2-2 Standard templates To view and distribute Baan Reports from Crystal Reports Redesign report objects of Baan Reports in Crystal Reports 2-5 i

4 Table of contents ii

5 About this document This manual describes how to configure a BAAN IVc, ibaan ERP 5.0c and ibaan ERP 5.2a environment to use the integration to Crystal Reports 8.5. This manual also covers the specific capabilities of Baan Reports printed to Crystal Reports. Because Crystal Reports is a general availability reporting solution, this manual does not explain how you can work with that solution. For details on the working of the solution, refer to the manuals that come with Crystal Reports and the courses available. This integration guide contains the following two chapters: Chapter 1, To install and configure BAAN IVc/iBaan ERP 5.0c, 5.2a, describes the tasks you must perform before you use the solution of printing Baan Reports to Crystal Reports 8.5. Chapter 2, To use the Baan Crystal Reports 8.5 Integration, describes the specific capabilities and limitations of Baan Reports that are printed to Crystal Reports 8.5. iii

6 About this document iv

7 1 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a You must perform several tasks, before you can use the solution of printing Baan Reports to Crystal Reports 8.5. This chapter describes how to perform each these tasks. This chapter covers the following topics: To configure BAAN IVc for the Crystal integration. To configure ibaan ERP 5.0c, 5.2a for the Crystal integration. NOTE The configurations described in this chapter are operating-system independent. To configure BAAN IVc for the Crystal Reports integration This section describes how you must configure BAAN IVc to prepare it for the Crystal Reports integration. Requirements The following are the requirements for the Crystal Reports 8.5 integration: BAAN IVc Service Pack 7 must be installed. The reporting solution is available in PMC solutions and Porting set 6.1c06.01 or later must be installed. BW client B40c.61 or later. To configure BAAN IVc To configure the device data, take the following steps: 1 Start the Maintain Device Data (ttaad3100m00) session, and add the device configuration to send a Baan Report to Crystal Reports. The report is stored on the Report Server. Provide the following information: Device: No predefined syntax. Can be determined by user. Device Type: Rewrite File. Locale: The user locale setting. 4GL Program: ttstpconv. 1-1

8 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a Argument: XML. port=7688 This value is a default value. If conflicts occur, the user can change this value to an unused port number. Note that the port number must match the port number specified during the installation of the Crystal Baan Server (for more information, refer to the Installation Guide for Crystal Enterprise/Solution kit for Baan) server=<report server>. Keyword server= is used to configure the report server to which the Baan Report is sent. Path: Path of the generated report file. Can be determined by user. Change allowed: Must be selected. Page Length: No predefined length, in this example, Add the device configuration to send the report to Crystal Reports and direct to the printer. Provide the following information: Device: No predefined syntax. Can be determined by user. 1-2

9 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a Device Type: Windows Printer. Locale: The user locale setting. Device Queue: Network path of the printer. 4GL Program: ttstpconv. Argument: XML. port=7688 This is a default value. When conflicts occur this can be changed to a non-used port number. Note that the port number must match the port number specified during the installation of the Crystal Baan Server (for more information, refer to the Installation Guide for Crystal Enterprise/Solution kit for Baan). server=<report server>. Keyword server= is used to configure the report server to which the Baan Report is sent. Path: Path of the generated report file. Can be determined by user. Change allowed: Must be selected. Page Length: No predefined length, in this example

10 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a NOTE 3 Start the Maintain Report Templates (ttaad3130m000) session. To import the templates shown, click Copy Templates. The Description field can be used if report templates do not have speaking names. Superfluous report templates can be deleted. If report templates are added or deleted on the Crystal Reports server, this session must be used to update the Baan server side. 1-4

11 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a 4 Start the Compile Reports (ttadv3240m000) session and recompile standard and customized reports. NOTE The non-recompiled reports runs as before and cannot be sent to Crystal Reports. To configure device data for the Crystal integration for support purposes If you want to configure device data for support purposes, you must start the Maintain Device Data (ttaad3100m00) session, and add a device to save the XML file on the file system. Provide the following information: Device: No predefined syntax. Can be determined by user. Device Type: Rewrite File. Locale: The user locale setting. 4GL Program: ttstpconv. Argument: XML. Path: Path of the generated report file, for example, ${BSE}/tmp/rpt.xml (The generated XML file can be used for investigation purposes). 1-5

12 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a Change allowed: Must be selected. Page Length: No predefined length, in this example

13 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a To configure ibaan ERP 5.0c, 5.2a for the Crystal Reports integration This section describes how you must configure ibaan ERP 5.0c, 5.2a to prepare it for the Crystal integration. Requirements The following are the requirements for the Crystal Reports 8.5 integration: If you have an ibaan ERP 5.0c installation, Service Pack 6 must be installed. For more information about the Service Pack 6 installation, refer to Installation Guide for PMC-Service Pack 6 (U7595A US). Porting Set 7.1c must be installed. BW client 7.1c.133 or later. NOTE After you install the Porting Set 7.1c, you must manually copy bic_global and bic_repgen to $BSE/include<version>. To configure BaanERP 5.0c To configure the device data, take the following steps: 1 Start the Device Data (ttaad3500m00) session, and add the device configuration to send a Baan Report to Crystal Reports. The report is stored on the Report Server. Provide the following information: Device: No predefined syntax. Can be determined by user. Device Type: Rewrite File. Locale: The user locale setting. 4GL Program: ttstpconv. Argument: XML. port=7688 This value is a default value. If conflicts occur this can be changed to a non-used port number. Note that the port number must match the port number specified during the installation of the Crystal Baan Server (see the Installation Guide for Crystal Enterprise/Solution kit for Baan) server=<report server>. Keyword server= is used to configure the report server to which the Baan Report is sent. 1-7

14 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a Path: Path of the generated report file. Can be determined by the user. Change allowed: Must be selected. Page Length: No predefined length, in this example Add the device configuration to send the report to Crystal Reports and direct to the printer. Provide the following information: Device: No predefined syntax. Can be determined by user. Device Type: Windows Printer. Locale: The user locale setting. Device Queue: Network path of the printer. 4GL Program: ttstpconv. 1-8

15 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a Argument: XML port=7688 This value is a default value. If conflicts occur, this value can be changed to an unused port number. Note that the port number must match the port number specified during the installation of the Crystal Baan Server (see the Installation Guide for Crystal Enterprise/Solution kit for Baan) server=<report server>. Keyword server= is used to configure the report server to which the Baan Report is sent. Path: Path of the generated report file. Can be determined by user. Change allowed: Must be selected. Page Length: No predefined length, in this example,

16 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a 3 Start the Report Templates (ttaad3530m000) session. To import the templates shown in the following figure, on the Specific menu, click Copy Templates. You can use the Description field if report templates do not have speaking names. Superfluous report templates can be deleted. When report templates are added or deleted on the Crystal Reports server, this session must be used to update the Baan server side. NOTE 4 Start the Compile Reports (ttadv3240m000) session and recompile standard and customized reports. The non-recompiled reports will run like before, and cannot be sent to Crystal Reports. 1-10

17 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a To configure device data for the Crystal integration for support purposes If you want to configure device data for support purposes, you must start the Device Data (ttaad3500m00) session, and click Add to add a device to save the XML file on the file system. Provide the following information: Device: No predefined syntax. Can be determined by user. Device Type: Rewrite File. Locale: The user locale setting. 4GL Program: ttstpconv. Argument: XML. Path: Path of the generated report file, for example, ${BSE}/tmp/test.xml (The generated XML file can be used for investigation purposes) Change allowed: Must be selected. Page Length: No predefined length, in this example,

18 To configure BAAN IVc/iBaan ERP 5.0c, 5.2a 1-12

19 2 To use the Baan Crystal Reports 8.5 integration The solution of printing Baan Reports to Crystal Reports 8.5 works if the BAAN Ivc, ibaan ERP 5.0c or ibaan ERP 5.2a environment is prepared as described in Chapter 1, To configure BAAN IVc/iBaan ERP 5.0c, 5.2a, and Crystal Reports is installed with the additional driver. Because Crystal Reports is a general availability reporting solution, this chapter does not explain how to work with that solution. For details on the working of the solution, refer to the manuals that come with Crystal Reports and the courses available. This chapter covers the specific capabilities of Baan Reports printed to Crystal Reports. 2-1

20 To use the Baan Crystal Reports 8.5 integration Folder structure and logic in Crystal Reports After the installation of the driver on top of Crystal Reports, the folder structure in Crystal Reports shows three new subfolders under one new main folder Solution for Baan-Integrated Reports: Baan Report Layouts. Combined Reports. Standard Templates. Baan Reports For each Baan Report print to Crystal Reports, a report object is created in this folder the first time a report is run in a package-module-report-package combination ident. This is for architectural reasons only, and not to view, to run, or to schedule. Combined reports For each Baan Report print to Crystal Reports, a report object is created in this folder the first time a report is run in a package-module-report-package combination ident. Each time the same Baan Report is run again, this object is copied, the data is refreshed with the actual data from Baan, and the complete report, which includes design and data, is stored as a viewable instance of the object. The instance can be viewed through a client viewer or a browser, and the object can be edited (designed). 2-2

21 To use the Baan Crystal Reports 8.5 integration If the object is edited and then saved afterwards, you actually create a new object. The next time you run the same Baan Report, the re-edited object is copied, the data is refreshed, and the entire object is saved as a new, viewable instance. For example, if you run a Baan Report twice, you will receive two instances with different time stamps belonging to one object. You edit this object to add a company logo and then save. The next time that you run the same report, you will see a second object with one viewable instance added. This viewable instance shows the report with the new company logo. 2-3

22 To use the Baan Crystal Reports 8.5 integration Standard templates In this folder, you can store report designs being made without any data source, actual data or metadata. In other words, you can only use this type of report to save layouts, special fields such as print time and date, or drill down of detail lines. These so-called templates are copied to Baan by the system administrator and become available in the print device form. The very first time a specific report is printed to Crystal Reports with a specific template, this template is filled in with the data from the Baan Report and saved as an object with an instance in the Combined Reports folder. After the first time that a Baan Report is printed with this template, the object in the Combined Reports folder created with that template is used to merge with the actual data. The unique key of a Baan Report printed to Crystal Reports 8.5 contains package-module-report-package combination-template. 2-4

23 To use the Baan Crystal Reports 8.5 integration To view and distribute Baan Reports from Crystal Reports If a Baan Report is printed to Crystal Reports, you can select the Preview check box. As a result, the result of the report print process will appear in the user s browser. You can now: Print a hard copy with the print control. Export the report in Microsoft Word, Excel, Adobe Acrobat and other formats to the client machine. Send a link, the actual URL to the report instance, to anyone in the intranet. This URL contains encrypted account information. Therefore, viewers without specific rights in SI can retrieve this instance. Close the browser. To enable reuse of the URL that points to this specific report instance, the user must select report print row in the ttaad3520m001 session, or view the report through Crystal Reports. Redesign report objects of Baan Reports in Crystal Reports With the templates, the user can create a starting point for report reformatting that can be reused anytime afterwards. If an already created report object is redesigned, the data and metadata of the report are known and you can change and make additions to the report, for example: Layouts can be changed. Columns can be realigned or deleted. Group summaries can be added or deleted. Graphs linked to report data can be added. Formula fields can be added. 2-5

24 To use the Baan Crystal Reports 8.5 integration Everything that can be performed while you design a native Crystal Report can also be performed here with one major limitation: no fields can be added that were not in the original Baan Report. If a report object identified by package-module-report-package combinationtemplate is redesigned and saved, each rerun of that report reuses the changed design without any further user interaction. 2-6