This topic describes how to customize an existing IBM® Enterprise
Records report.
Use Crystal Reports Designer to design the layout of the
report, and modify the ReportDefinitions.xml file
to determine the criteria that a user enters to generate the report.
To customize a report:
- If you want to create new report criteria, use Enterprise Manager (EM) to define a Content Engine (CE) property template.
- Start Crystal Reports Designer, and open the report template
(.rpt file) for the report that you want to modify.
- 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.
- Add new fields and parameters, if desired. You
must also add the corresponding fields and parameters in the ReportDefinitions.xml file.
See Modify ReportDefinitions.xml.
- If the new fields and parameters correspond to additional
classes or new criteria, select Database Expert in the Database menu.
- 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. 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.
- 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 any 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 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.
- Exit from Crystal Reports Designer.
- On the web application server where IBM Enterprise
Records runs, use an XML editor
to open the ReportDefinitions.xml file, located
in the configuration folder for IBM Enterprise
Records.
The default location is <ier_install_path>\Config.
- Modify and save ReportDefinitions.xml,
as needed.