User manual BUSINESS OBJECTS CRYSTAL ENTERPRISE 9 ADMINISTRATORS GUIDE

[. . . ] Crystal EnterpriseTM 9 Administrator's Guide Crystal Decisions, Inc. Palo Alto California, USA 94301 © 2002 Crystal Decisions, Inc. No part of this documentation may be stored in a retrieval system, transmitted or reproduced in any way, except in accordance with the terms of the applicable software license agreement. This documentation contains proprietary information of Crystal Decisions, Inc. , and/or its suppliers. [. . . ] Selection formulas are similar to parameter fields in that they are used to filter results so that only the required information is displayed. Unlike parameters, end users will not be prompted for selection formula values when they view or refresh the report. When users schedule reports through a web-based client such as ePortfolio, they can choose to modify the selection formulas for the reports. By default, if any formulas are set in the CMC, they will be used by the web-based client. For more information on selection formulas, see the Crystal Reports User's Guide. In addition to changing selection formulas, if you have developed your own processing extensions, you can select the processing extensions that you want to apply to your report. For more information, see "Applying processing extensions to reports" on page 158. When you use filters in conjunction with processing extensions, a subset of the processed data is returned. Selection formulas and processing extensions act as filters for the report. To use filters 1 In the Objects management area of the CMC, select a report object by clicking its link. The Filters tab appears. Crystal Enterprise Administrator's Guide 169 Managing a report object and its instances 3 Update or add new selection formulas. · Record Selection Formula Use the Record Selection Formula to create or edit a record selection formula or formulas that limit the records used when you or a user schedules a report. · Group Selection Formula Use the Group Selection Formulas to create or edit a group selection formula or formulas that limit the groups used when you or a user schedules a report. 4 In the processing extensions area, where appropriate, select a processing extension from the Available Processing Extensions list and then click Add. 5 Click Update. Scheduling a report instance When you schedule a report, Crystal Enterprise generates a report instance which contains the relevant information from the database (or databases) at the time the report is run. Your report instance uses all of the settings that you have set in the CMC for the report object. The following sections provide information on scheduling reports in various ways, such as scheduling a daily or monthly report. 170 Crystal Enterprise Administrator's Guide 11: Managing Report Objects and Instances Note: · Your end users, when using Crystal Enterprise to schedule and run reports, should use a web-based client such as ePortfolio or a custom web application. ePortfolio is designed primarily for report scheduling and viewing (whereas the CMC enables you to manage and administer report properties and settings in addition to scheduling and viewing reports). · For many of the scheduling options, you can choose to schedule a report instance with events. For information on events, see "Scheduling a report with events" on page 180. Scheduling on demand When you select the schedule "On Demand" option, a report instance runs only when users schedule a report through their web application (ePortfolio or a custom web application). For more information on ePortfolio, see the Crystal Enterprise ePortfolio User's Guide. To set a report to be scheduled on demand 1 In the Objects management area of the CMC, select a report object by clicking its link. 3 Select the On Demand option. 4 Complete the following fields: · Number of retries allowed This number indicates the number of times a job server will attempt to process a report if the first attempt is not successful. By default, the number is zero. Crystal Enterprise Administrator's Guide 171 Managing a report object and its instances · Retry interval in seconds Crystal Enterprise will wait for the specified number of seconds to pass before attempting to process a report again (if the first attempt failed). [. . . ] 297 viewers and ePortfolio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Crystal Enterprise Administrator's Guide 349 searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 setting CMC preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 viewing active users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 increasing capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265 information flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 licensing information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [. . . ]