Transcript Design Report Template

Creating Custom Repo
Overview
• Within Enginuity, there are multiple ways to access
reports (management, context, and ad hoc). The
templates used in displaying these reports were
created using Microsoft’s report design tools.
• Adsystech now offers the ability for users to create
their own templates and publish them for use to the
general user community.
2
Where It Fits Within Enginuity
Report Design Overview
MS Report Designer
Security Manager
Local Agencies
1. Download Training DB
2. Design Reports
3. Upload to Report Inventory
5. Assign Report to User Group(s)
System Admin
4. Assign Reports to one or
more Applications
Security Wizard
Assign Role(s)
Hosting Site
Training DB
Training DB
Nightly Extract of
Training Region
Training DB
Fttp://Copy of
Training DB
3
Terms and Definitions:
•
Report Inventory–Repository for storing all reports to be accessed within the system.
•
Report Publishing– Once a report is uploaded into the report inventory it must be
published to the reporting service before users can be provided access.
•
Report Template (RDL)– Report Design Language (RDL) provides the required
descriptive information to render a report format for viewing. This template is
populated with data based on the users data selection criteria “query”.
•
MS Visual Studios – Microsoft’s Report Design tool is included in this development
kit. The report designer can be used to design report templates that can be uploaded
for use within the application.
•
FTP DB Site– Web site where the latest backup of the training database can be
downloaded. This database can be used to build reports that are to be published.
Key Product Features Walkthrough
Design Report
Template
Upload to
Inventory
Publish to
Instances
Assign to
Application
Assign to
User Groups
(Security Wizard)
(Security Manager)
Detail Process Flow:
 Design Report Template
1.
2.
3.




Download Database – copy from ftp site sample
report training backup database to local system.
Restore Backup – restore the local copy of the
training database for use( MS SQL or Express).
MSR eport Designer – use report designer to
develop report template(R DL).
Upload to Report Inventory
Publish to Instances (Prod, Test…)
Assign Roles (Security Wizard)
Assign User Group Access (Security
Manager)
Note: At the completion of this step, the
reports have been designed.
5
Key Product Features Walkthrough
Design Report
Template
Upload to
Inventory
Publish to
Instances
Assign to
Application
Assign to
User Groups
(Security Wizard)
(Security Manager)
Detail Process Flow:
 Design Report Template
 Upload to Report Inventory
1.
2.
1
2
UploadR DL – upload the report template from
the local drive into the report inventory.
UploadR eport Documentation – upload report
design documentation( PDF, SQL views used…).
 Publish to Instances (Prod, Test…)
 Assign Application (Security Wizard)
 Assign User Group Access (Security
Manager)
Note: At the completion of this step, the
reports have been uploaded to the report
Inventory database.
6
Key Product Features Walkthrough
Design Report
Template
Upload to
Inventory
Publish to
Instances
Assign to
Application
Assign to
User Groups
(Security Wizard)
(Security Manager)
Detail Process Flow:
 Design Report Template
1
2
3
 Upload to Report Inventory
 Publish to Instances (Prod, Test…)
1.
2.
3.
Select report from report inventory.
Select instances to publish report into.
Push select reports to report permission listing.
 Assign Application (Security Wizard)
 Assign User Group Access (Security
Manager)
Note: At the completion of this step, the
reports have been published to Test,
Production,…instances.
7
Key Product Features Walkthrough
Design Report
Template
Upload to
Inventory
Publish to
Instances
Assign to
Application
Assign to
User Groups
(Security Wizard)
(Security Manager)
Detail Process Flow:
 Design Report Template
1
2
3
 Upload to Report Inventory
 Publish to Instances (Prod, Test…)
 Assign Application (Security Wizard)
1.
2.
3.
Select report from report listing.
Select applications from application listing.
Push select reports to application report listing.
 Assign User Group Access (Security
Manager)
Note: At the completion of this step, the
reports have been made available for use
in all appropriate applications.
8
Key Product Features Walkthrough
Design Report
Template
Upload to
Inventory
Publish to
Instances
Assign to
Application
Assign to
User Groups
(Security Wizard)
(Security Manager)
Detail Process Flow:
 Design Report Template
2
1
3




Upload to Report Inventory
Publish to Instances (Prod, Test…)
Assign Application (Security Wizard)
Assign User Group Access (Security
Manager)
1.
2.
3.
Select report from report listing.
Select user group from user group listing.
Push select reports to report group permission
listing.
Note: At the completion of this step,
permission to access selected reports has
been granted by local administrative staff.
9
Adsystech References & Resources
Downloads:
FileZilla: http://filezilla-project.org/
SQL Server 2005 Express Edition with
Advanced Services:
http://www.microsoft.com/downloads/details.aspx?fa
milyid=4C6BA9FD-319A-4887-BC753B02B5E48A40&displaylang=en
SQL Server Express Edition Toolkit:
http://www.microsoft.com/downloads/details.aspx?fa
milyid=3C856B93-369F-4C6F-9357C35384179543&displaylang=en
Download site for backups using
FileZilla: sftp://enginuity5.esserver.com
Reference Documents:
Creating Custom Report Guide
10