Setup for Crystal Reports

Hardware Prerequisites

Follow Microsoft’s recommendations for the application hardware. This includes using an appropriate server for the application and not, for example, a domain controller.

Software Prerequisites

To run Optiva Reports, you need this software:
  • Microsoft IIS
  • Microsoft.NET
  • Optiva
  • Crystal Reports 2016 Runtime
  • Software for Reports Output (Adobe Acrobat Reader)
See the Optiva Hardware and Software Recommendations for the version requirements.

Installing Microsoft IIS (Internet Information Services)

For Web Reports, you need Microsoft IIS (Internet Information Services) installed on the application server machine. Verify if it has been installed. For more information about how to verify if IIS is installed, see the Infor PLM for Process Installation Guide.

Note: 

For reports to run correctly, Microsoft IIS must be installed before Microsoft .NET. See the Infor PLM for Process Installation Guide for correcting your system if Microsoft .NET was installed first.

Installing Microsoft.NET

If Microsoft.NET is not installed on your system, go to the Microsoft Web Site. Choose .NET and the redistributable version. The latest software is installed in the default directory: C:\WINNT\Microsoft.NET\Framework

See the Infor PLM for Process Installation Guide for details.

Installing Optiva and the software for Web Reports

Select the options to install Web Reports. Optiva creates an application pool for Web Reports that is separate from an application pool for Optiva. This ensures that running large reports does not impact the performance for Optiva users.

The Web Reports installation creates directories and adds components necessary for running the reports through Crystal Reports.

  • Report Templates: inetpub\wwwroot\FsWebReports\Source
  • Working directory for Optiva report data: inetpub\wwwroot\FsWebReports\SessionXML
  • FsWebReports installation (ASAX, ASPX, DLL, VBS, and style sheet files): http://localhost/FsWebReports
  • Output when the FsWebReports reports are generated: inetpub\wwwroot\FsWebReports\tmp

See the Infor PLM for Process Installation Guide for details.

Debug tracing capability

When you add the p6=TRACE argument to the string shown here, a log file is generated in the http://localhost/FsWebReports/tmp folder. This log file records the program execution path and any errors it encounters.

http://localhost/FsWebReports/launch.aspx?
p1=BoatInfo.xml&p2=BOATS&p3=PDF&p4=C:\Optiva\FsWebReports\Source\BoatInfo2008.rpt&p6=TRACE

Your database administrator can create a utility to periodically clear out the directory where the temporary files are stored.

Installing Crystal Reports 2016 Runtime

You are prompted by the Optiva CD Browser installation program if Crystal Reports 2016 run-time is not already installed on the machine. Complete this installation from the Optiva CD Browser program.

Re-requesting a license key for Crystal Reports 2016 Runtime

You must visit the Support Portal and re-request a license key by selecting Resources > Request a Software Key > Key Request when upgrading to Crystal Developer for Crystal Reports 2016 Runtime.

Editing the .rpt files

To edit the report templates (.rpt files), you must install Crystal Reports 2016.

When the reports are ready to deploy, the reports are copied to the web server where Web Reports is installed. You do not need to install Crystal Reports 2016 on the Web Server.

If you have older versions of the reports, see Updating reports to newer versions of Crystal

Installing software for Reports output

Optiva Reports can show the output in PDF, Word, Excel or HTML. You need the software appropriate to your selected output format installed at the client.