Infor PLM for Process Reports Administration Guide

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PLM Reporting Solutions
WebReports
Overview
Overview of Optiva reports
Schemas
Templates for Crystal reports
Optiva Reporting engine
Launch mechanisms
Setup for Crystal Reports
Specifying security for directories
Configuring the Progress Tracking page
Publishing Web Reports to a secure file share
Publishing Web Reports to Infor Document Management
Hard coding impersonation for Web Reports
Encrypted passwords for attachments and Web Reports
Secured scripting for Reports
Report schemas for Crystal Reports
Schemas are referenced in the Report XML file
XSD schemas for Report files
FsWebReportTemplate.xsd
Report XML template (FsWebReportTemplate.xml)
Input parameters in the Report XML
Report schema in the Report XML
Object schemas in the Report XML
XSD schemas for objects
Invalid XML characters
Creating XSD for the FORMULAADJUST object
Crystal Reports templates
Process for setting up Crystal Reports
Location for Crystal Report templates
Connecting to an XSD file as a Data Source
Configuring the Report
Adding sub-reports
Updating reports to newer versions of Crystal
Using the Crystal Reports documentation
Configuring for Crystal Reports
Configuring report input and output
Location for XML data for reports
Workflow functions for report input
Generating XML data
Creating the job file
Workflow functions for report output
Workflow functions
Sample:Action for formula XML
Sample Action for including exploded ingredients
Retrieving materials for a BOM
Examples
Sample: Action for an item XML
Sample: Sending input parameters to the job file
Sample: Adding XSDs to the job file
Sample: Specifying report output
Sample of using an alternate port
Sample of uniquely naming a report
Sample from results of a Quick Search
Multi-level formulas
Configuring Optiva to start reports
Configuring tabs and menus for reports
Configuring a custom button
Testing a report from the browser
Font styles in Optiva
IDM Output Reports
Overview
IDM Output Management Add-In References
IDM Configuration
MS Word Templates
Configuring for IDM Output Reports
Examples
Troubleshooting
EPPlus Excel Reports
Overview
Process
Report configuration (Scripting)
Initializing a spreadsheet or opening a template
Commonly used EPPlus functions to push data to spreadsheet
Commonly used EPPlus functions to format cells
Code to save and launch spreadsheet Un-Secured
Code to save and launch spreadsheet with secured scripting and IDM
Troubleshooting
Running Reports
Viewing and printing attached WebReports
Printing and publishing the WebReports
Troubleshooting WebReports
Blank Screen
Invalid data in the report
Example XML to import IDM Document Type for templates
Example XML to import IDM Document Type for generated IDM reports
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