InfoSphere Enterprise Records, Version 4.5.1.3+              

Updating the reports templates for other reports (V3.7 to V4.5.1 only)

If you have used alias in the search condition when customizing the Folders and Records on Hold report, you cannot upgrade this report. In this case you must install the new report template and reinstate your custom changes.

The Folders and Records on Hold report is used by the two report templates: Detailed Fol and Rec Having Disp Freeze.rpt and Summary Fol and Rec having Disp Freeze.rpt.
  1. Update the data source of the report template to use a JDBC connection. The FileNet® Records Manager 3.7.0 Report templates have the connection set to use the FN OLE DB provider. To update the connection in the report templates to use the Content Engine JDBC provider, use the Set Database Location command in Crystal Reports XI to update the data source name, as described in the following steps:
    1. Start Crystal Reports Designer.
    2. Open a custom report template to modify.
    3. From the Main report, select Database > Set DataSource Location.
    4. In the Set DataSource Location dialog box, expand the Create New Connection folder in the Replace with area.
    5. Click JDBC (JNDI).
    6. In the Connection URL, change the Object Store value to the name of the desired object store, and then click Next.
    7. Enter your Logon Information for a GCD Administrative user and click Finish. The user ID is a Content Engine user ID.
    8. In the Set Data Source Location area, select the Datasource name on both the report of the Current Data Source and Replace with areas and then click Update.
    9. On the Enter Values dialog box, specify a value for each parameter, and click OK. To enter values correctly, follow the instructions in see Guidelines for entering values during report generation.
    10. Repeat the above two steps for each sub-report.
    11. Click Close.
  2. Modify the query of the main report to make it compatible with Content Engine 4.0.x, as follows:
    1. From main report, select Database > Database Export.
    2. Right-click Command in the Selected Tables area, and select Edit Command.
    3. In the Modify Command dialog box, modify the query by inserting TOP 1 after SELECT and remove the condition TRUE=FALSE And from the where clause in the query statement.

      Modifying the command will make it compatible with Content Engine 4.0.x.

      SELECT RF.DateCreated From RecordFolder RF where TRUE=FALSE And
      RF.DateCreated >={?start_date} And RF.DateCreated <= {?end_date}
      SELECT TOP 1 RF.DateCreated From RecordFolder RF where
      RF.DateCreated >= {?start_date} And RF.DateCreated <= {?end_date}
    4. ClickOK in the Modify Command dialog box.
    5. In the Enter Values wizard, provide appropriate values for the indicated parameters and click OK.
    6. Select Database > Verify Database.
    7. In the Enter Values dialog box, enter values for the fields, and click OK. To enter values correctly, follow the instructions in see Guidelines for entering values during report generation.
    8. Verify that the Database dialog box displays the following message, and click OK.
    9. In the Enter Values dialog box, click OK.
    10. Select File > Save to save the report template.
  3. Complete the configuration tasks in Configuring Crystal Reports with IBM InfoSphere Enterprise Records starting with Overview for installing and configuring Crystal Reports.


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Last updated: November 2010


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