You can create a report template in Crystal Reports.
About this task
Completion of this task requires that:
Procedure
To create the report template:
- Start Crystal Reports Designer, and open a blank report.
- Use Crystal Reports Designer Database Expert dialog to
establish a connection to Content Platform Engine.
- In the Database Expert dialog,
select JDBC.
- Make sure that the Connection URL is correct, and enter
the user name and password to establish the connection to Content Platform Engine.
- In Database Expert:
- Add the following SQL Command:
Select F.PathName, RCR.ContainmentName, MK.MediaType, MK.DateCreated, MK.Creator from (Markers MK Inner join ReferentialContainmentRelationship RCR on MK.This=RCR.Head) Inner join RMFolder Fon F.This=RCR.Tail where MK.DateCreated >= {?start_date} And MK.DateCreated <= {?end_date} And MK.MediaType = '{?media_type}' And MK.this insubfolder '/{?fileplan_browse}'
- Create these five parameters, all of type String: fileplan_browse,
start_date, end_date, time_zone, media_type. The parameter
name must match the symbolic name of the CE Property Template.
- In Crystal Reports Designer:
- If you want the date/time fields of the report output
displaying in a specific time zone, create a time_zone parameter
of type string. Select Do not show for
the Show on (Viewer) Panel option. If a report
template has subreport links:
- Add the time_zone parameter in each subreport
- add the ?time_zone field to the Fields(s)
to link to
- Use ?time_zone of the Subreport
parameter field for the time_zone field
link
Attention: When the report is executed from IBM Enterprise
Records, the date/time and time
zone values are passed from IBM Enterprise
Records web
application. The date values of the report output are formatted with
the specified time zone. If you want to apply the time zone passed
from the IBM Enterprise
Records web
user interface to the date fields in the report output, you must define
the time_zone parameter and create the formula
fields for the date fields in the report template.
- Define these Formula fields:
date = ShiftDateTime (CurrentDateTime, "" ,{?time_zone})
start = ShiftDateTime (DateTime(Left({?start_date},10) + " " + mid
({?start_date},12,8)),"GMT,0" ,{?time_zone})
end = ShiftDateTime (DateTime(Left({?end_date},10) + " " + mid
({?end_date},12,8)),"GMT,0" ,{?time_zone})
DateCreated = ShiftDateTime ({Command.DateCreated},"",{?time_zone})
- Define the Report UI, with the following Details Sections
fields:
Creator: Command.Creator
DateCreated: Command.DateCreated
MediaType: Command.MediaType
@EntityName: Formula EntityName.
- Save this report to the Samples folder under the Crystal
Reports installation path. For example:
C:\Program
Files\Business Objects\BusinessObjects Enterprise 12\Samples\en\Reports\
Detailed Physical Records By Media Type Created.rpt
- Preview the report from Crystal Reports Designer.
- Click Refresh to enter the appropriate
values for each parameter:
Table 1. Example report
parameter values Parameter |
Value |
Comments |
fileplan_browse |
Records Management/<FilePlanName> |
|
start_date |
2008-01-01 OR
2008-01-01TO7:00:00Z |
Check the datetime format setting in Crystal Reports Designer |
end_date |
2008-12-31 OR
2008-12-31TO6:59:59Z |
Check the datetime format setting in Crystal Reports Designer |
time_zone |
America/Los_Angeles,480 OR
America/Los_Angeles,480,DST,-60 |
Check the datetime format setting in Crystal
Reports Designer |
media_type |
paper |
|
Results
You created the detailed report template, Detailed
Physical Records By Media Type Created.rpt.
This
template is for a Base data model file plan object store (FPOS). If
the template is for the DOD Classified data model, save the template
as Detailed Physical Records By Media Type Created DoDClassified.rpt.
This
sample creates a detailed report only. You can create another summary
report and save it as Summary Physical Records By Media
Type Created.rpt.