IBM Enterprise Records, Version 5.1.2    

Creating the report template

You can create a report template in Crystal Reports.

About this task

Completion of this task requires that:

Procedure

To create the report template:

  1. Start Crystal Reports Designer, and open a blank report.
  2. Use Crystal Reports Designer Database Expert dialog to establish a connection to Content Platform Engine.
    1. In the Database Expert dialog, select JDBC.
    2. Make sure that the Connection URL is correct, and enter the user name and password to establish the connection to Content Platform Engine.
  3. In Database Expert:
    1. 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}'
    2. 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.
  4. In Crystal Reports Designer:
    1. 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.
    2. 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})
    3. Define the Report UI, with the following Details Sections fields:
      Creator: Command.Creator
      DateCreated: Command.DateCreated
      MediaType: Command.MediaType
      @EntityName: Formula EntityName.
  5. 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

  6. Preview the report from Crystal Reports Designer.
  7. 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.



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Last updated: November 2013
example_create_template.htm

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