UCL INFORMATION SERVICES DIVISION CRYSTAL REPORTS INTEGRATING WITH REMEDY The purpose of this document is to describe how to connect Crystal Reports with BMC Remedy AR System using ODBC. 1. Install BMC Remedy AR System 2. Adding the AR System ODBC Data Source 3. Configuring the Database Connection 4. Creating and Configuring a Report Please Note: Configuration screenshots have been taken from a Windows Vista machine using Crystal Reports 2008. Although the instructions would be very similar, the images maybe slightly different for other versions of Windows and Crystal Reports. 1. Install BMC Remedy AR System Install the latest Remedy User client and check the Crystal Reports ODBC tick box during installation. Client and installation instructions can be found at http://www.ucl.ac.uk/is/remedy/windowsclient.php. 2. Adding the AR System ODBC Data Source Open the Control Panel. This can normally be done by going to Start Control Panel or Start Settings Control Panel depending on which version of Windows you are using. Scott Everid, Information Systems Page 1 of 7
Open Administrative Tools. Double click on Data Sources (ODBC). If you are prompted with User Account Control. Windows needs your permission to continue, select Continue. The ODBC Data Source Administrator dialog will open. Under the User DSN tab, click on the Add button. Scott Everid, Information Systems Page 2 of 7
The Create New Data Source window will appear. Click once on the AR System ODBC Driver and click Finish. A new dialog will appear. Enter the following details in the AR System ODBC Setup window. - Data Source Name: AR System ODBC Data Source - AR Server: ars-server.ucl.ac.uk - User Name: <Enter your UCL Userid here> - Password: <Enter your UCL Password here> Leave all the other options are their default values. Click on OK to close the setup window and OK again to close the ODBC Data Source Administrator window. Scott Everid, Information Systems Page 3 of 7
3. Configuring the Database Connection Open Crystal Reports and select File Log On or Off Server. The Data Explorer will appear as pictured below. Click the plus symbol next to ODBC (RDO). The ODBC (RDO) window will appear. Select AR System ODBC Source and click Next. Scott Everid, Information Systems Page 4 of 7
A new window will open asking for Connection Information. Enter the following details. - Server: AR System ODBC Data Source - User ID: <Enter your UCL Userid here> - Password: <Enter your UCL Password here> Click Finish. This will close the window and go back to the Data Explorer window showing the connection has been set up. Click on Close. The connection to AR System is now complete. Scott Everid, Information Systems Page 5 of 7
4. Creating and Configuring a Report To create a report, go to File New Standard Report. The Standard Report Creation Wizard will appear. Under My Connections, click the plus symbol next to AR System ODBC Data Source. The forms that you have permission to see will then appear on the left. Select the form that you would like to report from and click the right arrow in between the Available Data Sources and the Selected Tables. The form should then appear in the Selected Tables column. Click Next. Please Note: If when attempting this you receive an error stating "220:Driver]Out of Range" you should install Crystal Reports 10 Service Pack 1. The ODBC driver in that Service Pack should fix the problem. The file in question is crdb_odbc.dll which is found in the directory C:\Program Files\Common Files\Crystal Decisions\2.5\bin. The version of the file that should fix this issue is 10.0.0.733. If your version of that file is lower than that, you will probably experience problems connecting to certain databases in Crystal Reports 10. Scott Everid, Information Systems Page 6 of 7
The wizard will then proceed through a number of options. - Fields: Choose the information to display on the report. - Grouping: Group the information on the report. - Summaries: Add summary information to the report. - Group Sorting: Sort the groups based on the summarised totals. - Chart: Include a chart on the report. - Record Selection: Select a subset of information to display. - Template: Select a template for the report. Some of these options only appear based on selection in previous dialog. However all the options are available to add/modify/remove after the wizard is complete. If you wish to modify your report, you may do so either in the Design tab or the Preview tab. From our experience it's a lot easier to see exactly what you are doing in the Design tab. For support please email: remedy-support@ucl.ac.uk Scott Everid, Information Systems Page 7 of 7