Jiwa Financials

Jiwa Demonstration
Report Upgrades
JIWA V7 March 2014

Table of Contents
Table of Contents ............................................................................................................................. 1
Summary ........................................................................................................................................... 1
Minimum Software Requirements .................................................................................................. 1
How to upgrade a Report to Jiwa Version 7 .................................................................................. 1
Set the Datasource Location............................................................................................................... 1
Verify the Database ............................................................................................................................ 3
Map new field names ......................................................................................................................... 4
Create a new JiwaRanges formula ...................................................................................................... 5
Import a new Report into Jiwa 7......................................................................................................... 7
Add a Report to a menu ..................................................................................................................... 7

Upgrade Reports to V 7.0 March 2014

Summary
This document describes how to upgrade an existing report to Jiwa 7. Not each report can be
upgraded using this procedure. Only simple reports which dont vary much from the Jiwa Standard
Reports will be successfully upgraded using this procedure. Heavily customized reports might need
additional work and maybe Jiwa assistance and therefore appropriate time should be allocated for
upgrading a complex customized report
Minimum Software Requirements

Inside of Microsoft Visual Studio Developers Edition 2012

SAP Crystal Reports for Microsoft Visual Studio Support Pack 5 which can be downloaded from
this link: http://scn.sap.com/docs/DOC-7824
Outside of Microsoft Visual Studio Developers Edition 2012
SAP Crystal Reports 2013. A 30-day trial version can be downloaded from this link:
http://www.sap.com/solution/sme/software/analytics/crystal-reports/index.html?URL_ID=crcom

How to upgrade a Report to Jiwa Version 7

Set the Datasource Location
1. Open the Report in Crystal
2. Go to CRYSTAL REPORTS>Database>Set Datasource Location

3.

Expand the Create New Connection node and click the plus (+) sign on the OLE DB
(ADO) directory to bring up the OLE DB selection screen

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Upgrade Reports to V 7.0 March 2014

4.

Select Microsoft OLE DB Provider for SQL Server and click Next >

5.

Select the SQL Server where the Jiwa database is located, add JiwaReports as the
User ID, jiwafinancials123 as the password and select the database for which the
report needs to be updated. Click Finish

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6.

The new Datasource Location is now created and shown in the Replace with: screen

Verify the Database

1. Go to CRYSTAL REPORTS>Database>Verify Database

2. If there was no structure change in the underlying table/stored procedure then the
database can be verified successful. Click OK.

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Map new field names

If the data structure of the underlying table has changed a mapping screen is displayed with
all the fields which couldnt be mapped automatically. The field names need to be re-mapped
manually
1.

Un-tick the Match type checkbox to show all available fields from the new Jiwa 7 table

2.

Select the unmapped field from the Unmapped Fields Report Fields tree and map it
with the new field from the new Jiwa 7 table

3.

Repeat the step above for each unmapped field, then click OK
If there is a field that cant be mapped because it has been removed from the new table
then the field needs to be deleted from the report.

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Upgrade Reports to V 7.0 March 2014

Create a new JiwaRanges formula

In Jiwa 7 we use a new selection range formula for all reports. The formula must be created
for each report which requires selection criteria (mostly a Menu Report). The formula name
must be JiwaRanges.
1.
2.

Go to CRYSTAL REPORTS>Selection Formula>Record

On the Formula Workshop Record Selection Formula Editor screen highlight the
content of the formula and copy it into the clipboard, then click Save and close

3.

In the Field Explorer window right click on the Formula Fields node and select New

4.

Enter JiwaRanges into the Name field and click OK

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5.

The new JiwaRanges formula appears in the Formula Fields tree.

Paste the content of the clipboard (from step 2 above) into the new formula and click
Save and Close

6.

Click the Main Report Preview button on the bottom left of the report design screen

The report should now be displayed. Review the layout and data. If an error message is
displayed you might save the report and send it to Jiwa Support for review and upgrade

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7.

Save the report with a new name

Import a new Report into Jiwa 7

1.
2.
3.

Launch Jiwa 7 and go to System Settings>Reports

Click Refresh from Files in the Actions Ribbon and browse to the location where you
stored the new report, select it and click Open
Change the Report Type to Menu, Form or Either and test the report

Add a Report to a menu

1.
2.
3.

Go to System Settings>Menu Configuration>Menu Maintenance

Search for the Menu you want to add the report and select it
Open the Menu Folder where you want to save the report

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4.

In the right hand pane click the Reports tab and find the report you want to add to your
Menu, select it and drag and drop it into the Menu Folder you want it to appear

5.

Test your report by locating it in the Jiwa Menu and run it.

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