Create a report
IBM InfoSphere Enterprise Records includes more than 41 reports that provide a statistical view of different activities
performed by users. An administrator can create a new report, in addition to those included in IBM InfoSphere Enterprise Records. For a list of all available reports, see Report configuration and prerequisites.
To create a report, complete these general steps:
- Use Enterprise Manager (EM) to define a Content Engine (CE) property template, if new report criteria are required.
- Use Crystal Reports Designer to design the layout of the report.
- Modify the ReportDefinitions.xml file, located in the configuration folder for IBM InfoSphere Enterprise Records. The default location is <rm_install_path>\FileNet\Config\RM\.
- Add the report to the server.strings.<language>.<country>.prb file if you want your report to be localized.
Create new report criteria
Before you create new report criteria, review the ReportDefinitions.xml file because you can use existing criteria for your new report.
To create new report criteria
- On the Content Engine server, open Enterprise Manager (EM).
- Create a new Content Engine property template in EM, using the Create a Property Template Wizard. For details about creating the property template, see the Content Engine online help and the context-sensitive help in the wizard.
- After you complete the wizard, navigate to the Other Classes/Custom Objects/Report Holdings in EM.
- Add the new property template in the Report Holdings class.
- Add the new criteria to the ReportDefinitions.xml file. See Modify ReportDefinitions.xml.
Design a new report
- On the reports server, start Crystal Reports Designer.
- Select the Create a New Report option to invoke the Reports Creation Wizard.
- When the Wizard prompts you to create a connection between the database and Crystal Reports, select Create New Connection - JDBC to connect to the CE database.
NOTE The connection settings are configured in the CRConfig.xml file during IBM InfoSphere Enterprise Records installation. See the IBM InfoSphere Enterprise Records Installation and Upgrade Guide.
- When the Wizard prompts you, enter the following:
- Data Source (the object store you need to access).
- User ID and password of an account with access rights to the Data Source.
- After the wizard connects to the Data Source and displays a list of all of the classes in the object store (such as ElectronicRecords, Events, Folders, and others), select one or more of the classes, as needed for your new report.
- Create a query based on the classes you selected in the wizard.
If you want to include new criteria, enter parameter fields that exactly match the symbolic names you created for the new criteria.
Your report will use the query to generate report results. For more information about using Crystal Reports Designer, refer to the Crystal Reports Designer online help.
- Save the new report in the same location as the Crystal Reports Application Server, using one of the following naming conventions:
- "Summary report name.rpt"
- "Detailed report name.rpt"
For example, if the report name is "classification action" then save the report as "Summary classification action.rpt" or "Detailed classification action.rpt."
NOTE IBM InfoSphere Enterprise Records requires each report to have two versions: Summary and Detailed. Therefore, you must create two Crystal Report templates for the same report name: one for the Summary report and the other for the Detailed report.
The path for the location of the Crystal Reports Application Server is:
<install drive>:\Program Files\Business Objects\Business Objects Enterprise 11\Samples\En\Reports.
- Exit from Crystal Reports Designer.
Modify ReportDefinitions.xml
- On the Web application server where IBM InfoSphere Enterprise Records runs, use an XML editor to open the ReportDefinitions.xml file, located in the configuration folder for IBM InfoSphere Enterprise Records. The default location is <rm_install_path>\FileNet\Config\RM\.
- Add a new value to the array that corresponds to the data model used in your FPOS, and make other required changes to the xml file. For more information, see Add a new report to ReportDefintions.xml.
- Restart the Web application server where IBM InfoSphere Enterprise Records runs for the changes to take effect.
Add report to PRB file
- On the server where IBM InfoSphere Enterprise Records is installed, browse to <rm_install_path>\FileNet\RM\RecordsManager\WEB-INF\Resources.
- Use a text editor to open the server.strings.<language>.<country>.prb file for your environment.
- Enter the following text strings in the PRB file:
- Redeploy the IBM InfoSphere Enterprise Records application. For information about redeploying IBM InfoSphere Enterprise Records, see the IBM InfoSphere Enterprise Records Installation and Upgrade Guide.
- Restart the Web application server where IBM InfoSphere Enterprise Records runs for the changes to take effect.