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Special Edition Using Business Objects Crystal Reports XI

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  • Copyright 2006
  • Edition: 1st
  • Book
  • ISBN-10: 0-7897-3417-6
  • ISBN-13: 978-0-7897-3417-4

Special Edition Using Business Objects Crystal Reports XI is a reference guide designed to provide you with hands-on experience for the latest release of the Business Objects' product suite. The authors, all Business Objects insiders, bring unique and valuable real-world perspectives on implementations and uses of Crystal Reports, Crystal Reports Server, BusinessObjects Enterprise, WebIntelligence and OLAP Intelligence. Content, tutorials and samples for reporting within the Microsoft Visual Studio .NET and J2EE development environments is also included. Advanced data-source coverage including SAP R3, SAP BW, Peoplesoft, Siebel, EJBs, .NET/COM objects and XML are also covered. Advanced content on report distribution and integration into the secured managed reporting solution, Business Objects Enterprise XI and the new Crystal Reports Server XI, is included along with coverage on the new Web Services SDK. If you are a Crystal Reports XI user, Special Edition Using Business Objects Crystal Reports XI will become your definitive users guide.

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Chapter 26: Deploying Crystal Enterprise in a Complex Network Environment -- Chapter26.pdf (624 KB)

Chapter 30: COM Reporting Components -- Chapter30.pdf (1.3 MB)

Appendix A: Using SQL Queries in Crystal Reports -- AppendixA.pdf (116 KB)

Sample Content

Online Sample Chapters

Filtering, Sorting, and Summarizing Data

Filtering, Sorting, and Summarizing Data in Crystal Reports XI

Table of Contents

Introduction.

    Introduction to Information Delivery

    Spectrum of Business Objects Product Usage

      Custom Information Delivery Applications

      Enterprise BI Initiatives

      Enterprise Application Extension

    Spectrum of BI Tool Users

      Content Creators (Information Designers)

      Information Analysts

      Information Consumers

    The Product Family from Business Objects

    What Is in This Book

      Part I: Crystal Reports Design

      Part II: Formatting Crystal Reports

      Part III: Advanced Crystal Reports Design

      Part IV: Enterprise Report Design-Analytic, Web-based, and Excel Report _Design

      Part V: Web Report Distribution-Using BusinessObjects Enterprise Professional _and Crystal Reports Server

      Part VI: Customized Report Distribution-Using Crystal Reports Components

      Part VII: Customized Report Distribution-Using BusinessObjects Enterprise _and Crystal Reports Server

    Equipment Used for This Book

      Web Resources

      Intended Audience

      Requirements for This Book

      Conventions Used in This Book

I. CRYSTAL REPORT DESIGN.

1. Creating and Designing Basic Reports.

    Introducing the Crystal Reports Designer

      Crystal Report Sections

      Using Toolbars and Menus

      Report Design Explorers

      Locating and Using the Report Design Explorers

      The Dependency Checker and Workbench

    Understanding Data and Data Sources

      Understanding Direct Access Drivers

      Understanding Indirect Access Drivers

    Introduction to the Data Explorer

      Creating a New Connection

      Using Current Connections

      Using Favorite Connections

      Leveraging Recently Used Connections with the History Node

    Adding Database Objects to Your Report

      Reporting on Tables

      Reporting on Views

      Reporting on Stored Procedures

      Reporting on SQL Commands

    Joining Database Objects Together

    Understanding the Different Join Types

    Using the Report Creation Wizards

    Getting Started with the Report Wizards

    Using the Standard Report Creation Wizard

    Creating a Report Without Wizards

    Troubleshooting

    Crystal Reports in the Real World-SQL Commands

2. Selecting and Grouping Data.

    Introduction

    Understanding Field Objects

      Accessing Database Fields

      Accessing Formula Fields

      Accessing SQL Expression Fields

      Accessing Parameter Fields

      Implementing Running Total Fields

      Using Group Name Fields

      Special Fields

    Working with Groups

      Inserting Groups

      Reordering Groups

      Using the Group Expert

      Grouping on Date/Time Fields

      Hierarchical Grouping

    Understanding Drill-down Reports

      Creating a Drill-down Report

      Hiding Details on a Drill-down Report

    Troubleshooting

    Crystal Reports in the Real World-Group on a Formula

3. Filtering, Sorting, and Summarizing Data.

    Introduction

    Filtering the Data in Your Report

      Working with the Select Expert

      The Record Selection Formula

      Working with the Formula Editor

    Learning to Sort Records

    Working with the Sort Expert

    Creating Effective Summaries

      Creating Grand Totals

      Creating Group Summaries

      Using Group Selection and Sorting

      Creating Running Totals

    Troubleshooting

    Crystal Reports in the Real World-Nesting Formulas

4. Understanding and Implementing Formulas.

    Introduction

    Using the Formula Workshop

      Navigating the Formula Workshop with the Workshop Tree

    Using the Workshop Formula Editor

      Arithmetic Formulas

      Date and Time Formulas

      String Formulas

      Using Type Conversion in Formulas

      Control Structures-Conditional and Looping Structures

      Variables

    Creating Formulas with the Formula Expert

    Using the Formula Extractor to Create Custom Functions

    The Multi-Pass Reporting Process of the Crystal Reports Engine

      Crystal Reports Processing Engine-Pre-Pass #1

      Crystal Reports Processing Engine-Pass #1

      Crystal Reports Processing Engine-Pre-Pass #2

      Crystal Reports Processing Engine-Pass #2

      Crystal Reports Processing Engine-Pass #3

    Troubleshooting

    Crystal Reports in the Real World-Custom Functions

5. Implementing Parameters for Dynamic Reporting.

    Introduction

    Understanding the Value of Parameters

    Creating and Implementing Parameters Fields

      Reviewing Parameter Field Properties

      Creating Parameter Fields

      Setting Default Values for Parameter Fields

      Implementing Parameter Fields

    Using Parameters with Record Selections

    Using Parameters with Top/Bottom N Group Selections

    Creating and Implementing Dynamic and Cascading Parameters

    Troubleshooting

    Crystal Reports in the Real World-Custom Filtering

II. FORMATTING CRYSTAL REPORTS.

6. Fundamentals of Report Formatting.

    Introduction

    Positioning and Sizing Report Objects

    Modifying Object Properties for Formatting Purposes

    Exploring the Format Editor Dialog Common Options

      The Common Tab of the Format Editor

      The Border Tab of the Format Editor

      The Font Tab of the Format Editor

      The Hyperlink Tab of the Format Editor

      Other Format Editor Tabs

    Combining and Layering Report Objects

    Configuring Report Page and Margin Properties

    Troubleshooting

    Crystal Reports in the Real World-Referencing External Resources

7. Working with Report Sections.

    Introduction

    Formatting Report Sections

    Modifying Report Section Properties

      The Section Expert Settings and Functionality

    Using Multiple Report Sections

      Resizing Report Sections

      Inserting New Report Sections

      Deleting Report Sections

      Merging Report Sections

    Troubleshooting

    Crystal Reports in the Real World-Advanced Formatting

8. Visualizing Your Data with Charts and Maps.

    Introduction

    Using the Chart Expert

      Using the Chart Expert Type Tab

      Using the Chart Expert Data Tab

      Using the Chart Expert Axes Tab

      Using the Chart Expert Options Tab

      Using the Chart Expert Color Highlight Tab

      Using the Chart Expert Text Tab

    Using the Map Expert

      Using the Map Expert Data Tab

      Using the Map Expert Type Tab

      Using the Map Expert Text Tab

    Modifying Chart and Map Properties

      Modifying Chart Properties

      Format Chart options

      Using and Creating Chart Templates

      Specifying Chart Size and Position

      Modifying Chart Options

      Specifying Series Options

      Specifying X and Y Axis Options

      Specifying Selected Item Formatting Options

      Specifying 3D Viewing Angle Options

      Modifying Map Properties

    Troubleshooting

    Crystal Reports in the Real World-Complex Charts

9. Custom Formatting Techniques.

    Introduction

    Making Presentation-Quality Reports

    Common Formatting Features

    Working with ToolTips

    Lines and Boxes

    Creating a Vertical Text Watermark

    Conditional Formatting-Using Data to Drive the Look of a Report

      Applying Formatting from Another Field

    Report-to-Report Linking

    Crystal Reports in the Real World-Advanced Charting

III. ADVANCED CRYSTAL REPORT DESIGN.

10. Using Cross-Tabs for Summarized Reporting.

    Introduction to Cross-Tabs

    Benefits of Cross-Tabs

      Leveraging Experience with the Spreadsheet Format

      Horizontal Expansion

      Custom Formatting

    Using the Cross-Tab Wizard

    Using Top N with Cross-Tabs Reports

    Using Advanced Cross-Tab Features

      Setting Relative Position

      Inserting a "Percentage of" Summary

      Horizontal and Vertical Placement

      Inserting Summary Labels

      Adding a Display String

    Crystal Reports in the Real World-Advanced Cross-Tabs

11. Using Record Selections and Alerts for Interactive Reporting.

    Introduction

    Creating Advanced Record Selection Formulas

      Record Selection Review

      Displaying Record Selections

      Dealing with Dates

      Working with Strings

      Pushing Record Selections to the Database

      An Introduction to SQL Expressions

    Adding Alerting to Your Reports

      Creating, Editing, and Using Alerts

      Using Alerts in BusinessObjects Enterprise

    Performance Monitoring and Tuning

      Group By On Server

      SQL Expressions in Record Selections

      Use Indexes on Server for Speed

      On-Demand or Reduced Number of Subreports

      Performance Monitor

    Dynamic Cascading Prompts

    Crystal Reports in the Real World-Web Report Alert Viewing

    Troubleshooting

12. Using Subreports for Advanced Reports.

    Introduction to Subreports

      Common Subreport Usage

      Adding Subreports to Your Reports

    Understanding Linked Versus Unlinked Subreports

    Considering Subreport Execution Time and Performance

    Using Variables to Pass Data Between Reports

    Emulating Nested Subreports

    Troubleshooting

    Crystal Reports in the Real World-Multiple Subreports

13. Using Formulas and Custom Functions.

    Introduction

    Choosing a Formula Language: Crystal Versus Basic Syntax

      Understanding Syntax Differences

      Why Basic Syntax Was Added

      Selecting the Best Syntax for You

    Using Brackets in Formulas

    Using Characters in Formulas

    Recent Improvements to Formulas

      Manipulating Memo Fields in Formulas

      Working with the Additional Financial Functions

      Creating Custom Functions in Your Reports

      Sharing Custom Functions with Others

      Understanding Runtime Errors

    Crystal Reports in the Real World-Custom Functions

14. Designing Effective Report Templates.

    Understanding the Importance of Reuse in Reporting

    Understanding Report Templates

    Using Report Templates

    Using Existing Crystal Reports as Templates

    Understanding How Templates Work

    Creating Useful Report Templates

      Using Custom Functions as Replacements for Data-Dependent Business Logic

      Using the CurrentFieldValue Function

    Using Template Field Objects

    Using Report Templates to Reduce Report Creation Effort

    Applying Multiple Templates

    Crystal Reports in the Real World-Standardized Templates

    Troubleshooting

15. Additional Data Sources for Crystal Reports.

    Understanding the Additional Crystal Reports Data Sources

    Connecting to COM or .NET Data Sources

      Leveraging Legacy Mainframe Data

      Handling Complex Queries

      Runtime Manipulation of Data

      Creating a COM or .NET Data Provider

      Returning an ADO Recordset

    Connecting to an ADO.NET XML Recordset

    Connecting to Java-based Data Sources

      JavaDir

      JavaBeansClassPath

    Connecting to XML Data Sources

      Connect to a Local XML Data Source

      Connect to an HTTP(S) Data Source

      Connect to a Web Service Data Source

    Introduction to the Integration Kits

      Honor the Security

      Access to All the Data

      Sample Reports

      Leverage the Metadata of the ERP Application

      Provide Real Time Access to Data

    SAP Integration Kit

      Reporting off R3 Data

      Reporting off BW Data

      Viewing the Reports

    Peoplesoft Integration Kit

      Reporting off Peoplesoft Data

      Viewing the Reports

    Siebel Integration Kit

      Reporting off Siebel Data

      Viewing the Reports

    Baan Integration Kit

      Reporting off Baan Data

      Viewing the Reports

    Troubleshooting

    Crystal Reports in the Real World-Leveraging XML as a Data Source

16. Formatting Multidimensional Reporting Against OLAP Data.

    Introduction to OLAP

    OLAP Concepts and OLAP Reporting

    Recently Added or Changed OLAP Features in Crystal Reports

    Using the OLAP Report Creation Wizard and OLAP Expert

      Specifying an OLAP Data Source

      Specifying OLAP Rows and Columns

      Specifying OLAP Dimension Slices (Filters) and Pages

      Adding Report Styles in the OLAP Report Wizard

      Adding Charts via the OLAP Report Wizard

      Customizing Styles in the OLAP Expert

      Customizing Labels in the OLAP Expert

    Advanced OLAP Reporting

      Interacting with the OLAP Grid

      Pivoting OLAP Grid

      Using the Cube View Functionality

      Using Charts and Maps Based on OLAP Grids

    Introduction to OLAP Intelligence

    Troubleshooting

    Crystal Reports in the Real World-OLAP Summary Report with Drill-down

IV. ENTERPRISE REPORT DESIGN-ANALYTIC, WEB-BASED, AND EXCEL REPORT DESIGN.

17. Introduction to the BusinessObjects XI Repository.

    Introduction

    Exploring the BusinessObjects Repository

    Migration of the BusinessObjects Repository

      Upgrades from Earlier Versions of Crystal Enterprise and Crystal Info

      Upgrades from Crystal Enterprise 9

      Migrations from Business Objects 6.x

    Sharing Components in the Repository

      Adding Text Objects and Images

      SQL Commands

      Custom Functions

      Organizing and Updating the Repository

    Troubleshooting

18. Using a Semantic Layer-Business Views and Universes.

    Introduction to Semantic Layers

    Why Use a Semantic Layer

      Abstract the Complexities of the Database

      Putting Report Design in the Hands of Business People

      Support for a Wide Range of Data Sources

      Reuse of Metadata Components

      Joining Disparate Data Sources

      Dynamically Switch Data Sources

      Security

      Transportability

      The Semantic Layer Is Optional

    Introduction to Business Views

      Client Tier

      Business Tier

      Data Tier

    Introduction to Universes

      Universe Objects

      Creating the Universe

      Object Definition

      SQL Generation, Contexts, and Aggregate Awareness

      The Microcube Engine

    Universes and Deployment

      Semantic Layer Overrides

      Restriction Sets

      Applying Restriction Sets

      Multiple Restriction Sets

      Universe Changes

    Differences in How CR/WebI Use Universes

    Differences with Business Views and Universes

    Troubleshooting

19. Creating OLAP Intelligence Reports.

    Introduction

    Introducing OLAP Intelligence

    Accessing OLAP Data with OLAP Intelligence

      Creating an OLAP Server Data Source

      Adding Local Cube (.cub) Files as Data Sources

      Adding HTTP Cubes Data Sources

      Advanced Data Source Connectivity

      Favorite Cubes

    Designing OLAP Intelligence Reports and Applications

      Design Environment Overview

    Adding OLAP Intelligence Objects to a Report

      Moving, Resizing, and Formatting Objects

      Worksheet Objects and Worksheet Dimensions

      Using Calculated Members and Data Analysis

      Sorting and Filtering

      Adding Chart Objects to OLAP Intelligence Reports

    Advanced OLAP Intelligence Designer Tools

      Using Dimension Explorer Objects in OLAP Intelligence

      Using the Slice Navigator Objects

      Using Analysis Button Objects

      Using Text Box Objects

      Creating Parameters with the Parameter Manager

      Creating Actions with the Actions Manager

    Custom Calculations and Advanced Data Analysis

      The Calculation Experts

      The Data Analysis Experts and Summaries

      Custom Calculations with MDX or Crystal OLAP Syntax

    Setting Report Options

    Troubleshooting

20. Introduction to Web Intelligence.

    What Is Web Intelligence?

      How Is Web Intelligence Different from Crystal Reports?

    Reporting Paradigm

      Security Layer

      Semantic Layer

      Microcube Engine

      Report Engine

      Real World Usage

    Report Anatomy

      Creating Reports

      Web Intelligence Java Report Panel

      Web Intelligence Query Panel - HTML

    On-Report Analysis

      Viewing a Document in Interactive Mode

      Toolbars

      Data Manipulation

      Pivoting and Swapping Objects

    Report Variables and Formulas

    Drilling

      Hierarchies

      Drilling on the Web Intelligence Report

      Drilling Beyond the Cube

    Conclusion

21. Using Reports Explorer for Ad Hoc Web Reporting and Microsoft _Integration.

    Introducing Ad Hoc Reporting Conceptually

    Introducing the Crystal Reports Explorer Application

      Installing Crystal Reports Explorer

      Configuration of Crystal Reports Explorer

      Report Source Setup

      Report Creation and Modification

      The Data Tab

      The Design Tab

      Ad Hoc Report Design Summary

    BusinessObjects LiveOffice Add-in

      Architecture and Deployment Scenarios

      Administration and Setup

      Connecting to a Report

      Modifying the Report View

      Using Live Office with Direct OLAP Connections

      Setting up and Administering Direct OLAP Connections

      Connecting to a Workbook

      Modifying the Workbook View

      Using BusinessObjects LiveOffice in Microsoft PowerPoint

      Using BusinessObjects LiveOffice in Microsoft Word

    Summary

V. WEB REPORT DISTRIBUTION-USING BUSINESSOBJECTS ENTERPRISE AND CRYSTAL REPORTS SERVER.

22. Introduction to Crystal Reports Server.

    What Is Crystal Reports Server?

    Crystal Reports Server Architecture

      Client Tier

      Application Tier

      Intelligence Tier

      Processing Tier

      Data Tier

    Crystal Reports Server Applications

      Central Configuration Manager

      Use the Central Management Console

      Launch InfoView

23. Introduction to BusinessObjects Enterprise.

    What Is BusinessObjects Enterprise?

    Why Implement a BusinessObjects Enterprise Solution?

    Versions of BusinessObjects Enterprise

      Enterprise Basic

      Enterprise Professional

      The Premium Edition

      Determining Which Version Best Suits Your Requirements

    Understanding the Core Functions of BusinessObjects Enterprise

      Creating Content

      Content Management

      Content Delivery

24. Using InfoView.

    Installing InfoView

      Installing the Java Edition

      Installing the .NET Edition

    Using BusinessObjects InfoView

      The Toolbar Section

      The Navigation Section

      The Workspace Section

      The Discussions Section

    Customizing InfoView

      Global InfoView Settings

      The User Preferences

      Programmatically Customizing InfoView

    Troubleshooting

25. BusinessObjects Enterprise Architecture.

    Introduction

    BusinessObjects Enterprise Architecture Overview

    The Client Tier

      End-User Clients

      Content Creation Applications

      Administrative Client Applications

    The Application Tier

    The Server Tier: Introduction to the BusinessObjects Enterprise Framework

      Administration Plug-ins

      Authentication Plug-ins

      Content Plug-ins

      Distribution Plug-ins

    The Server Tier: Overview of the BusinessObjects Enterprise Services

      Central Management Server

      Web Component Server

      Web Component Adapter

      Job Servers (Report and Program)

      Report Job Server

      Program Job Server

      Destination Job Server

      List of Values Job Server

      Web Intelligence Job Server

      Page Server

      Cache Server

      Event Server

      File Repository Servers

      Report Application Server

    The Data Tier

      Business Views

      Universes-Semantic Layer

      Data Source Types

    The BusinessObjects Enterprise Architecture in Action

      Requesting a Crystal Report

      Scheduling a Crystal Report

      Requesting a OLAP Intelligence Report

    Taking Advantage of the BusinessObjects Enterprise Distributed Architecture

      Scaling Up

      Scaling Out

      Scaling Across Platform Boundaries

    Extending BusinessObjects Enterprise

26. Planning Considerations When Deploying BusinessObjects Enterprise.

    Ensuring a Successful BusinessObjects Enterprise Implementation

    Approaching the Project

    Identifying Business Pain

    Establishing Project Requirements

      Developing the Application (Customizing BusinessObjects Enterprise)

      Completing User Acceptance Testing and Deployment

      Moving to the Support and Maintenance Phase

    Understanding Organizational Reporting Requirements

      Deploying Business Views or Universes

      Use Cases for Scheduled Reporting

      Determining Scheduling Permissions and Report Runtimes

      On-Demand Reporting

      Comparing Scheduled Versus On-demand Reporting

      Determining Data Access Control Methods

      Planning a BusinessObjects Enterprise Architecture

      Sample BusinessObjects Enterprise Deployment Scenarios

    Troubleshooting

27. Administering and Configuring BusinessObjects Enterprise.

    Introduction

    Using the Central Management Console

    Managing Accounts

      Managing Users

      Managing Groups

      Creating New User Groups

    Managing Content

      Managing Objects

      Managing Folders

    Managing BusinessObjects Enterprise Servers

      Configuring Servers

      Managing Server Groups

      Managing Calendars

      Managing Events

    Managing BusinessObjects Enterprise System Settings

      Managing Authentication

      Managing Crystal Applications

    Using the Central Configuration Manager

      Configuring CMS Clustering from the Configuration Manager

VI. CUSTOMIZED REPORT DISTRIBUTION-USING CRYSTAL REPORTS' COMPONENTS.

28. Java Reporting Components.

    Overview of the Crystal Reports Java Reporting Component

      Components Run on the Web Application Server

      Components Are Generally Less Scalable

      Components Are 100% Pure Java

    Understanding the Java Reporting Components Architecture

    Differences with the Java Reporting Engine

      Supported File Formats

      Support for User Function Libraries in Version XI of the Java Reporting _Components

      The Java Reporting Engine Uses JDBC

    Configuring the Application Server

    Delivering Reports in Web Applications

      The setReportSource Method

      The processHttpRequest Method

      Customizing the Toolbar

      Customizing the Group Tree

    Using the Crystal Tag Libraries

    Exporting Reports to Other File Formats

      Exporting via the Toolbar Button

      Exporting via Code

    Printing Reports from the Browser

    Common Programming Tasks

      Passing Parameters

      Setting Data Source Information

    Developing with a Visual Development Environment

    Troubleshooting

29. Crystal Reports .NET Components.

    Understanding Microsoft's .NET Platform

    Understanding the Different Crystal .NET Components

    An Overview of the Crystal Reports XI .NET Components

    The Report Designer

      Understanding the Report Designer's User Interface Conventions

      The Property Browser

    The Report Engine Object Model

      Opening Reports

      Exporting Reports

      Printing Reports

    Delivering Reports with the Windows Forms Viewer

      The ReportSource Property

      Customizing the Windows Forms Viewer

    Delivering Reports with the Web Forms Viewer

      Customizing the Web Forms Viewer

    Database Credentials

    Setting Parameters

    Understanding the Report Application Server Bridge

    Creating a Crystal Report Web Service

    Troubleshooting

VII. CUSTOMIZED REPORT DISTRIBUTION-USING BUSINESSOBJECTS ENTERPRISE AND _CRYSTAL REPORTS SERVER.

30. Using the BusinessObjects Enterprise APIs.

    Overview

    Choosing the Right Integration Approach

    The BusinessObjects Enterprise SDK

      Installing the Java SDK

      Installing the .NET SDK

      Creating an Enterprise Session

      Retrieving Services

    BusinessObjects Enterprise SDK Object Model

    Querying the InfoStore

      BusinessObjects Enterprise Categories, Kinds, and Casting

      BusinessObjects Enterprise Object Properties

      Using * and Top N

      Query Examples

    Report Browsing Using InfoObject Queries

    Creating Objects and Capturing Their IDs

    Deleting Objects

    Scheduling Reports

      Capturing the New Scheduled Job Identifier

      Capturing Parameters

    Users and Group Management

    Using Reports As a Datasource

    Where to Go from Here

31. Using the Web Components.

    Overview

    URL Reporting

      Viewing a Crystal Report or OLAP Intelligence Document with viewrpt.cwr

      Viewing a Crystal Report, Web Intelligence Document, or OLAP Intelligence _Document with OpenDocument

      Creating a New Web Intelligence Document

      URL Parameter Building Tips

    JavaServer Faces

      JSF Component Overview

    BusinessObjects Enterprise XI .NET Server Controls

      Authentication and User Management

      Repository Browsing

      Scheduling

      Object Viewing

      Event Handling

    Portal Integration Kits

      SAP Portals

    Review

32. Using the Web Service's SDK.

    The Next Generation of Web Services

      Consuming Web Services

      Deciding to Use Web Services

      Service-Orientated Architecture Explained

      Object-Oriented and Message-Oriented APIs Compared

      SOAP, WSDL, and UDDI

    BI Web Services in the Real World

      Portals and Extranets

      Enterprise Application Integration (EAI)

    Configuring the Unified Web Services (UWS) Server

    Building UWS Client Applications

    Building an UWS SDK Portal

      Setting Up a Consumer SDK Project

      Checking Authentication

    Review

33. BusinessObjects Enterprise-Customizing the Crystal Reports Viewers.

    Viewing Reports over the Web

    Introduction to the Crystal Report Viewers

    Understanding the Report Source

      When to Use a Page Server

      When to Use the Report Application Server

    Implementing the Page Viewer

    Implementing the Part Viewer

    Implementing the Interactive Viewer

    Implementing the Grid Viewer

    Using the Export Control to Deliver Reports in Other Formats

    Troubleshooting

34. Crystal Report Modification and Creation APIs.

    Introduction

    Deploying RAS Environments

      Using RAS in a BusinessObjects Enterprise (or Crystal Reports Server) _Environment

    Installing the RAS SDK

    RAS Exception Handling

      Displaying Exceptions

      Logging Exceptions

    The RAS SDK in Action

      Initializing a RAS Session

      Opening a Report

      Adding Fields to the Report

      Determining All Fields Used in the Report

      Removing a Field from the Report

      Creating a New Report

      Retrieving a Report's Tables

      Adding Tables to the Report

      Linking Tables

      Adding Groups

      Adding Sorting to the Report

      Adding Summaries to the Report

      Working with Filters

      Creating a FieldRangeFilterItem

      Creating a OperatorFilterItem

      Adding a Filter to the Report

      Working with Parameters

      Reading Parameters and Their Values

      Changing Parameter Values

      Adding a Parameter

      Tips and Tricks for Parameter Handling

      Charting Overview

      Defining the Fields in a Chart

      Adding ConditionFields

      Adding DataFields

      Creating a ChartObject

      Adding a Chart to the Report

      Working with Subreports

      Importing a Subreport

      Adding Subreport Links

      Server Side Printing

VIII. WEB CHAPTERS.

35. COM Reporting Components.

    Understanding the Report Designer Component

    Building Reports with the Visual Basic Report Designer

      Understanding the User Interface Conventions

      Modifying the Report Using the Property Browser

      Unbound Fields

    Programming with the Report Engine Object Model

      Exporting Reports to Other File Formats

      Printing Reports to a Printer Device

      Setting Report Parameters

      Setting Data Source Credentials

      Mapping Unbound Fields at Runtime

      Using the Code-Behind Events

    Delivering Reports Using the Report Viewer

    Using the Object Model to Build Batch Reporting Applications

      Working with Reports with Saved Data

      Looping Through Reports

    Troubleshooting

36. Deploying BusinessObjects Enterprise in a Complex Network _Environment.

    Introduction

    Understanding Network Protocols

      Major Internet Protocols and Services

      TCP/IP

      Network Ports

    Understanding Firewall Types

      Packet Filtering

      Understanding NAT

      Understanding Proxy Servers

    Configuring the BusinessObjects Enterprise Architecture for Your Network _Environment

      Reviewing the Framework

      BusinessObjects Enterprise and TCP/IP Communication

      Understanding Web Connector and Web Component Server _Communication

    Interaction Between the WCS and the WC

      Understanding Initial TCP/Port Processing

      Understanding Secondary TCP/Port Processing

    Deploying BusinessObjects Enterprise with an IP Packet Filtering Firewall

      An External Packet Filtering Firewall Scenario

      An Internal Packet Filtering Firewall Scenario

    Using BusinessObjects Enterprise with NAT

    Exploring the NAT and Crystal Enterprise Relationship

    BusinessObjects Enterprise and Proxy Servers

      Socks-The WC and WCS

      Firewall Configuration: Socks-WCS and CMS

      Socks-Multiple BusinessObjects Enterprise Servers

A. Using SQL Queries in Crystal Reports.

    Review of SQL Commands

    An Introduction to SQL

      The SELECT Statement

      Filtering Records

      Sorting Records

      Joining Multiple Tables

      Aliasing

      Calculated Fields

      Union Queries

      Grouping

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To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.

Surveys

Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.

Newsletters

If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information


Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.

Security


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.

Children


This site is not directed to children under the age of 13.

Marketing


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information


If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.

Choice/Opt-out


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information


Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents


California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure


Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.

Links


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact


Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice


We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020