For use with the Human Resource Suite when using Progress version 9 Contents Introduction... 1 Step 1. Install Crystal Reports Runtime on the PC... 1 Step 2. Set Up ODBC Data Sources... 2 If using Windows NT, Windows 2000, or Windows XP... 2 If using Windows 98 SE... 5 Troubleshooting... 5 Introduction When using the COINS Human Resource Suite with a Progress version 9 database (i.e., your COINS software level is 9.6c3.34, 9.7c2.34, or higher), you have the option of using Crystal Reports to print certain reports, specifically the OSHA300, OSHA300A, and OSHA301. If you wish to use Crystal Reports for these OSHA documents, follow these instructions to install Crystal Reports Runtime on your PC and set up its ODBC connections to the H/R database. Please call the COINS USA Support Center if you have problems while performing these instructions. Note for Citrix users: In a Citrix environment, the Citrix administrator installs Crystal Reports Runtime on the Citrix system drive. The administrator also sets up the ODBC connections on the Citrix system drive. Step 1. Install Crystal Reports Runtime on the PC You don t need a full, licensed copy of Crystal Reports to use the Crystal Reports version of H/R reports. All you need is Crystal Reports Runtime, which is included on the GUI product Software Installation CD. To install this software: 1. Exit all other applications. 8/15/07, rev. 1/21/08, 1/26/09, 5/17/11 Page 1 2007, 2009, 2011 Construction Industry Solutions Corp.
2. Place the Software Installation CD in the CD-ROM drive. The installation program starts up automatically. 1 3. Click on the Other Applications button. 4. Select Crystal Reports Runtime. The installation program runs automatically with no further action on your part. The program that installs Crystal Reports Runtime doesn t display any notification that the software was successfully installed. You may confirm the installation manually by going to Start Setting Control Panel Add/Remove Programs. Look for Shaker Crystal Runtime on the list of installed programs. Step 2. Set Up ODBC Data Sources Before you can use Crystal Reports Runtime with the H/R Suite, it must be able to communicate with H/R via ODBC (an acronym for open database connectivity). The technique for setting up this connection is described on the following pages; notice that it varies according to desktop operating systems. The DSN file created by this process is stored on your PC, typically in C:\Program Files\Common Files\ODBC\Data Sources. The file name is in the format xxxxxx.dsn, where xxxxxx represents the name of the connected database. If using Windows NT, Windows 2000, or Windows XP Follow these instructions if your desktop operating system is Windows NT, Windows 2000, or Windows XP. This process creates a DSN (Data Source Name) file. 1. Select Start Settings Control Panel Administrative Tools Data Sources (ODBC). 2. Select the File DSN tab, as shown in Figure 1: File DSN tab. Click the Add button. 1. 1 If CD auto-run is disabled, click on the Windows Start button, then click on Run. Then click on the Browse button, find the icon for the CD-ROM drive and double-click on it. Double-click on launch.exe. You will return to the Run dialog; click on the OK button to begin the installation. 8/15/07, rev. 1/21/08, 1/26/09, 5/17/11 Page 2
Figure 1: File DSN tab 3. Select Merant 3.60 32-bit... for your version of Progress, as shown in Figure 2: Select Driver for New Data Source. Click Next. Figure 2: Select Driver for New Data Source 4. Enter the H/R database name, as shown in Figure 3: Name of File Data Source, and click Next. The system then displays the data source information you have set up. Click Finish to create the DSN file and proceed to the Logon screen. 8/15/07, rev. 1/21/08, 1/26/09, 5/17/11 Page 3
Figure 3: Name of File Data Source This is the physical database name of the /R database to which you will connect. 5. On the Logon screen, you must specify the host name, port number, and other information that Crystal Reports Runtime will use to connect to the H/R database. Sample data is shown in Figure 4: Sample Progress Logon Settings. Use the values for your H/R database, as provided by your System Administrator or supervisor. The name of the computer where the database resides The port number for this service as it was entered in the UNIX services file. Figure 4: Sample Progress Logon Settings The User ID that created the database to which you want to connect. Do not enter your personal User ID and password. In most cases, you may leave the password blank. The actual name of the database Note about the User ID and Password: In the case of Progress databases, this User ID is frequently SYSPROGRESS, with no password. See How do I find the correct User ID for my H/R database? on page 6 for more information. 6. Click OK to complete the set up. Then close the Administrative Tools window. 8/15/07, rev. 1/21/08, 1/26/09, 5/17/11 Page 4
If using Windows 98 SE Follow these instructions if your desktop operating system is Windows 98 SE. Other than the way to access the File DSN tab, this process is the same as under Windows 2000. ODBC services must be installed on the PC before you can use Crystal Reports Runtime on a Windows 98SE computer. 1. Select Start Settings Control Panel ODBC Data Sources (32bit). 2. Select the File DSN tab, as shown in Figure 1: File DSN tab on page 3. Click the Add button. 3. Select Merant 3.60 32-bit... for your version of Progress, as shown in Figure 2: Select Driver for New Data Source on page 3. Click Next. 4. Enter the H/R database name, as shown in Figure 3: Name of File Data Source on page 4, and click Next. The system then displays the data source information you have set up. Click Finish to create the DSN file and proceed to the Logon screen. 5. On the Logon screen, you must specify the host name, port number, and other information that Crystal Reports Runtime will use to connect to the H/R database. Sample data is shown in Figure 4: Sample Progress Logon Settings on page 4. Use the values for your H/R database, as provided by your System Administrator or supervisor. 6. Click OK to complete the set up and then close the ODBC Data Source Administrator window. The DSN file created by this process is stored on your PC, typically in C:\Program Files\Common Files\ODBC\Data Sources. The file name is in the format xxxxxx.dsn, where xxxxxx represents the name of the connected database. Troubleshooting This section describes several problems that may occur when you attempt to set up the ODBC connections required by Crystal Reports Runtime. When I click OK on the Logon screen, I get an error message that reads: [MERANT][ODBC PROGRESS driver][progress]invalid host name in connect string This error message indicates that you have entered an incorrect host name or IP address in the Host field. Correct the entry and try again. When I click OK on the Logon screen, I get an error message that reads: [MERANT][ODBC PROGRESS driver][progress]error in Network Daemon 8/15/07, rev. 1/21/08, 1/26/09, 5/17/11 Page 5
This error message indicates that ODBC connection failed to be established. When this message appears when you are initially setting up the File DSN, it may indicate that you have entered an incorrect port number or service name in the Port field. Correct the entry and try again. How do I find the correct User ID for my H/R database? The File DSN Logon screen requires that you enter the database owner s User ID, not the H/R login ID for an individual user. The database owner is the system user who created the database, and the question becomes: How do you find the right User ID? In the case of a Progress database that was converted to Progress 9 from an earlier version of Progress, this User ID is nearly always SYSPROGRESS. In the case of a Progress database that was created in Progress 9 using the prodb command, the User ID may be SYSPROGRESS, or the Unix User ID of the person who created the database, or both. In either case, a Unix command (sqlexp) can be used to discover the User ID that should be used for each H/R database. You will use the Grantee with DBA and RES access (displayed as the result of this command) as the User ID on the DSN logon screen. 1. Log into H/R system and connect to the database. Leave this session open. (The following steps require the database server to be active.) 2. Open a separate terminal session and login to the Unix server. 3. Enter the following command at the Unix prompt, on a single line as shown below. sqlexp dddd -S xxxx -H hostname -command "select * from sysprogress.sysdbauth" where dddd is replaced by the appropriate database name on your system xxxx is replaced by the service name or port number for that database on your system hostname is replaced by the host name or IP address for your system 4. After a brief pause, you should see a response from the system similar to that shown in Figure 5: Results of "sqlexp" Command on page 7. 8/15/07, rev. 1/21/08, 1/26/09, 5/17/11 Page 6
Figure 5: Results of "sqlexp" Command If two or more Grantees appear on this screen which have both DBA and RES access marked as Y and one of them is SYSPROGRESS, you must use the Grantee that is not SYSPROGRESS when setting up the DSN logon. In the example shown in Figure 5, you would use the root User ID. 5. Repeat for additional H/R databases as necessary. 8/15/07, rev. 1/21/08, 1/26/09, 5/17/11 Page 7