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.
- 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:
- Start Crystal Reports Designer.
- Open a custom report template to modify.
- From the Main report, select .
- In the Set DataSource Location dialog
box, expand the Create New Connection folder
in the Replace with area.
- Click JDBC (JNDI).
- In the Connection URL, change the
Object Store value to the name of the desired object store, and then
click Next.
- Enter your Logon Information for a GCD Administrative
user and click Finish. The user
ID is a Content Engine user ID.
- 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.
- 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.
- Repeat the above two steps for each sub-report.
- Click Close.
- Modify the query of the main report to make it compatible
with Content Engine 4.0.x, as
follows:
- From main report, select .
- Right-click Command in the Selected
Tables area, and select Edit Command.
- 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}
- ClickOK in the Modify
Command dialog box.
- In the Enter Values wizard, provide appropriate values
for the indicated parameters and click OK.
- Select .
- 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.
- Verify that the Database dialog
box displays the following message, and click OK.
- In the Enter Values dialog box,
click OK.
- Select to save the report template.
- Complete the configuration tasks in Configuring Crystal Reports with IBM InfoSphere Enterprise Records starting
with Overview for installing and configuring Crystal Reports.