IBM Enterprise Records, Version 5.1.2    

Customizing a report

This topic describes how to customize an existing IBM® Enterprise Records report.

About this task

Use Crystal Reports Designer to design the layout of the report, and modify the ReportDefinitions.xml file. Editing the XML file determines the criteria that a user enters to generate the report.

Procedure

To customize a report:

  1. If you want to create new report criteria, use IBM Administration Console for Content Platform Engine to define a Content Platform Engine property template.
  2. Start Crystal Reports Designer, and open the report template (.rpt file) for the report that you want to modify.
  3. Modify or delete fields or parameters, as needed. You must also modify the corresponding fields and parameters in the ReportDefinitions.xml file. See Modify ReportDefinitions.xml.
  4. Add new fields and parameters, if wanted. You must also add the corresponding fields and parameters in the ReportDefinitions.xml file. See Modify ReportDefinitions.xml.
  5. If the new fields and parameters correspond to additional classes or new criteria, select Database Expert in the Database menu.
  6. When the wizard prompts you to create a connection between the database and Crystal Reports, select Create New Connection - JDBC to connect to the Content Platform Engine database. The connection settings are configured in the CRConfig.xml file during the IBM Enterprise Records installation. See the IBM Enterprise Records Installation and Upgrade Guide.
  7. When the wizard prompts you, enter the following information:
    • Data source (your object store)
    • User ID and password of an account with access rights to the data source.
  8. After the wizard connects to the data source, you see a list of all of the classes in the object store, like ElectronicRecords, Events, and Folders. Select one or more of the classes, as needed for your new report.
  9. 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 any new criteria.

    Your report uses the query to generate report results. For more information about using Crystal Reports Designer, see the Crystal Reports Designer online help.

  10. Save the 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.

    The path for the location of the Crystal Reports Application Server is: <install drive>:\Program Files\Business Objects\Business Objects Enterprise 12.0\Samples\En\Reports

    IBM Enterprise Records requires each report to have two versions: Summary and Detailed.
  11. Exit from Crystal Reports Designer.
  12. On the web application server where IBM Enterprise Records runs, use an XML editor to open the ReportDefinitions.xml file, in the configuration folder for IBM Enterprise Records. The default location is <ier_install_path>\Config.
  13. Modify and save ReportDefinitions.xml, as needed.


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Last updated: November 2013
customize_report.htm

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