Professional Documents
Culture Documents
Chapter 1
Introducing Actuate e.Report Designer Professional . . . . . . . . . . 1
About business reporting using Actuate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About Encyclopedia volumes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About Actuate Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 2
Accessing an Encyclopedia volume using Navigator . . . . . . . . . . 5
Connecting to an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Solving log on problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Using multiple Navigator windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
About the Navigator window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Navigating in the Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Displaying items in the Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . .10
Changing the appearance and order of items in an Encyclopedia volume folder . . . . . . . 11
Searching for an item in the Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . .12
Getting information about an Encyclopedia volume item . . . . . . . . . . . . . . . . . . . .14
Changing folder properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Deleting an item from an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . .17
About volume security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
i
About user accounts and passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
About privileges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Planning assignment of privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
About root folder privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
About home folder privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
About security roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
About privilege templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
About file and folder access types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Working with folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
About the Printers folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
About the Requests folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Creating a folder in the Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Working with files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
About Actuate open server reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Understanding the types of open server files . . . . . . . . . . . . . . . . . . . . . . . . . . 35
About file versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Copying files to the Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Copying and moving files within the Encyclopedia volume. . . . . . . . . . . . . . . . . . 37
Copying files from the Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Importing open server files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
About SQRIBE open server files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
About file dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
About Encyclopedia volume autoarchive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Displaying Encyclopedia volume autoarchive rules . . . . . . . . . . . . . . . . . . . . . . 42
About folder and file autoarchive rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Setting folder autoarchive rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Setting file-specific autoarchive rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
About online backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Setting user preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Changing your password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Changing your e-mail address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Choosing notification options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Specifying the default locale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Specifying search paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Chapter 3
Viewing a report using Actuate Viewer . . . . . . . . . . . . . . . . . . . . . 51
Opening and viewing a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Opening and viewing a report in a file system . . . . . . . . . . . . . . . . . . . . . . . . . 52
Viewing a report in an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Viewing third-party reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Moving around in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
ii
Using the paging commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Using Go To . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Using hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Using the table of contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Using links to other Windows applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
About linked and embedded objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Editing linked and embedded objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
About OLE automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
About linked and embedded objects in a report . . . . . . . . . . . . . . . . . . . . . . . . .61
About zooming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Personalizing the application window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Moving, minimizing, and stacking windows . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Moving, hiding, and changing toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Restoring a perspective to its default layout . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Using screen arrangement options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Using New Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Using Cascade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Using Tile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Using online help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Using context menus while you view a report . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Chapter 4
Running a report using Navigator . . . . . . . . . . . . . . . . . . . . . . . . . 71
About running a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Running a report on your desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Monitoring report generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Viewing pages during report generation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Understanding checkpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Refreshing the report in the Actuate Viewer . . . . . . . . . . . . . . . . . . . . . . . . . .75
Running a report in an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Creating a run request in an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . .76
Specifying a report parameter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Understanding the types of report parameters . . . . . . . . . . . . . . . . . . . . . . . . . .78
About optional parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
About required parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
About ad hoc parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
About Boolean parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Providing parameter values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Specifying a value for an ad hoc parameter . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Using a date in a QBE expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Using a wildcard or a literal character in a QBE string . . . . . . . . . . . . . . . . . . . .84
Understanding how Actuate compares a string ending in blank spaces with a QBE
expression. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86
iii
Matching an exact string value in a QBE expression. . . . . . . . . . . . . . . . . . . . . 87
Specifying a null value in a QBE expression . . . . . . . . . . . . . . . . . . . . . . . . . 87
Using a special character in a QBE string . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
About structure and table parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Specifying a value for a structure parameter. . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Specifying a value for a table parameter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Saving parameter values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Scheduling the time to run the executable file . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Creating complex report generation schedules . . . . . . . . . . . . . . . . . . . . . . . . . 100
Setting the priority at which to run the executable file . . . . . . . . . . . . . . . . . . . . . 101
About retry options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Distributing a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Using date and time expressions for a document or a version name . . . . . . . . . . . . . . . 104
Using a predefined format keyword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Creating a custom date format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Creating a custom time format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Notifying users of the completed report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Printing the completed report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Setting a run request autoarchive rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Viewing the completed report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Checking the status of a run request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Understanding how Actuate iServer System manages a report request . . . . . . . . . . . 113
Getting detailed information about a request . . . . . . . . . . . . . . . . . . . . . . . . . . 113
About contents in the Scheduled folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
About contents in the Active folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
About contents in the Completed folder . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Chapter 5
Searching for and exporting report data using Actuate Viewer 119
About the search feature in Actuate reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
About searchable report fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Identifying a searchable report field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Searching for report data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Understanding how a multifield search works . . . . . . . . . . . . . . . . . . . . . . . . . 121
Creating search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Using a search expression in the search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Using operators in a search expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Using a wildcard character in a search expression . . . . . . . . . . . . . . . . . . . . . . . 126
Using a pattern in a search expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Searching for the ?, *, #, and [ ] characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Searching for a string that contains a special character . . . . . . . . . . . . . . . . . . . . . 128
Using a nonprinting ASCII character in a search expression . . . . . . . . . . . . . . . . . . 129
iv
Using search results to navigate through the report . . . . . . . . . . . . . . . . . . . . . . . . 129
Specifying data to display in Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Saving a search definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Using search definition files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Opening and running a search definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Exporting report data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Exporting all of the search results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Exporting a portion of the search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Exporting search results to an external application . . . . . . . . . . . . . . . . . . . . . . . 139
Exporting search results to BrioQuery . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Exporting search results to Microsoft Excel 97 . . . . . . . . . . . . . . . . . . . . . . . . 142
Exporting search results to file output . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Copying report data to another document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Chapter 6
Printing and distributing a report using Actuate Viewer and
Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Printing a report from your desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
About command line options for printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Saving reports in HTML format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Printing a report in an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Setting printer properties in the Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . 155
Setting default properties for a printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Setting properties for a specific print request . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Running a report before printing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Distributing an Actuate Basic report from your desktop . . . . . . . . . . . . . . . . . . . . . 160
Distributing a report stored in an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . 164
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
v
vi
Introduction
Exploring Actuate 8
Actuate® Corporation is the world leader in providing enterprise reporting
application development platforms for Global 9000 companies. Actuate offers
a full suite of content-development tools that pull divergent types of data from
multiple sources and bring that data together in presentation-quality reports.
Applications that are built on Actuate technology ensure that 100% of
corporate users incorporate standard, accurate, decision-making information
in their day-by-day activities.
The Actuate product suite provides:
■ A flexible and advanced reporting model
■ A robust security model
■ Outstanding server scalability
■ A leading analytics solution for decision support
■ Automated production reporting for multiple output formats
■ Unparalleled support for multilingual reporting
■ Highly customizable appearance
■ The ability to leverage existing data warehouses and operational data
sources
■ Simplified access to complex data sources
Actuate’s scalable business intelligence solutions support working with a large
volume of transactional data and a challenging data model. Actuate’s
increasingly powerful design products reduce the overall cost of report
development. Actuate iServer and its options provide scalable performance, a
robust integration model using APIs, a web-capable enterprise server
application, and a broad range of output options.
Introduction vii
In the current business climate, Actuate’s enterprise customers need to meet
the demand for increasingly complex and customized information. Using the
capabilities of Actuate’s sophisticated security model, users in different parts
of an organization can access different parts of the same report. The ability to
develop fewer, more powerful reports that meet the needs of many levels and
types of users addresses the workload challenges facing IT organizations.
Streamlining the reporting process reconciles reduced staffing and the ever-
present backlog of IT requests with the complex reporting needs of diverse
users within an enterprise. With Actuate products, such as Actuate
e.Spreadsheet Designer, Actuate Analytics Cube Designer, and Actuate
Analytics Cube Viewer, a business user can leverage information that the IT
staff develops to meet his additional, and perhaps unique, needs.
Actuate technology ensures that 100% of users have business agility: access to
the right information in the right form to take the right action. Today’s
information manager needs increased visibility into what business users are
doing because of internal requirements for greater accountability. For example,
new SEC regulations add to the demand on the corporate information
management infrastructure. Actuate customers also need tools that ensure that
IT organizations maintain the appropriate level of control over corporate
information assets. To meet these requirements, Actuate’s information
application platform includes three key elements:
■ An information server
■ An information application development environment
■ User empowerment tools
viii M a nag ing and Us ing R ep or ts in A ctu ate e.R epo r t De sig ne r P ro fe ss io nal
Addressing customer requirements
Capturing, validating, refreshing, and delivering corporate information
remain critical customer requirements. Customers need an information
application that takes corporate data and delivers it as interactive web pages,
data cubes, and Excel spreadsheets that their customers, partners, and
employees can use.
Actuate customers need to:
■ Combine data from multiple data sources associated with multiple
transaction applications.
■ Have confidence in the consistency and maintainability of the Excel
spreadsheets on their business users’ desktops and their customers’ web
pages.
■ Readily access current information over the web without overloading
internal networks.
■ Use data cubes to perform multidimensional analysis.
■ Achieve high performance and high scalability with enterprise reporting
applications.
Introduction ix
Providing a complete information delivery
solution
The following table summarizes the three types of e.business applications for
which Actuate provides seamless integration through its reporting application
platform.
x M a nag ing a nd U s ing R ep or ts i n A ctu ate e.R epo r t De sig ner P ro fe ss io nal
Challenge Actuate solution
Meet increasing Provide:
requirements for web- ■ Support for well over one million hits each day
based content delivery. on a single CPU.
■ Reduced development and maintenance costs.
Deliver personalized, Provide open security directory integration and
secure information. page-level security.
Reuse existing Provide access to content from other applications
integrated content. using open server technology.
Maintain data integrity Provide high-resolution printed copy from
between online and PostScript and PDF files.
hard copy.
Transfer information Provide XML output to support access to data
among applications. across applications.
Meet increasing Support clustering and fail-over.
requirements for
server-based reporting.
Introduction xi
Actuate e.Report Designer
An application that complements e.Report Designer Professional and supports
business users who need to design and distribute a wide variety of reports.
Using this application requires no programming skills. A business user can
modify complex reports that an IT developer creates and use sophisticated
components from libraries.
Introduction xiii
■ Actuate Data Connector Option
An option that supports running or viewing Actuate content sources from
a specific type of data source. Each data connector must be separately
licensed. Currently available Data Connector Options include:
■ Data Connector for PeopleSoft Option
■ Data Connector for SAP BW Option
■ Data Connector for SAP R/3 Option
■ Actuate Data Integration Option
An option that supports using information objects to combine data from
two or more disparate sources. This option is required where data joining is
not supported through separately licensed third-party databases or other
separately licensed technology.
■ Actuate e.Analysis Option
An application that supports the transformation of data from an Actuate
report into a format that users can view and analyze to determine
relationships and trends.
■ Actuate e.Report Option
An option that provides Encyclopedia volume functionality for e.Report
Designer and e.Report Designer Professional.
■ Actuate e.Spreadsheet Option
An open server application that generates Excel spreadsheets from
e.Spreadsheet Designer files. Using this product, customers can manage
spreadsheet reports and analysis within Actuate iServer System and save
reports as richly formatted Excel spreadsheets.
■ Formula One e.Report Engine Option
An option that provides Encyclopedia volume functionality for Formula
One e.Report Engine.
■ Actuate Information Object Caching Option
An option that provides the ability to cache data from an information object
in a third-party database. This option requires separate licensing of a third
party database server for data storage. This option is not available for
information objects based on Actuate Basic technology.
■ Actuate Online Archive Option
An option that supports hosting more than one Encyclopedia volume
where the additional volume is an archive.
xiv M a nag ing and Us ing R ep or ts in A ctu ate e.R ep or t De sig ne r P ro fe s sio nal
■ Actuate Page Level Security Option
An option that supports personalizing viewing privileges at the user level
for reports and parts of reports.
■ Progress Option
A server application that supports working exclusively with Progress
databases to generate Live Report Documents, manage them in the
Encyclopedia volume, and make them available to users.
■ Actuate Query Option
A web-based tool that supports performing ad hoc queries based on
predefined data streams.
Actuate Viewer
An application that end users can use to find, view, and print report
documents.
Introduction xv
■ A scalable calculation engine for fast calculations and data analysis
■ Standard spreadsheet formulas and functions
■ Risk modeling, online calculators, and simulations
■ Dynamic generation of spreadsheet-driven charts with drill-down
capabilities
■ A spreadsheet interface that developers can embed in custom Java desktop
applications and browser-based applets
■ Accessing data from JDBC databases, SAP BW, SAP R/3, XML data files
using a standard interface to any other data source
Online documentation
The information in the printed manuals is also available as Adobe Acrobat
PDF files and in the online help system for Actuate products. For products
without a Windows interface, such as Actuate Active Portal, Actuate provides
HTML help files. You can view these files using a standard web browser. To
use the PDF files or online help, you must install the files from the
Documentation CD, which ships with your Actuate software.
xvi M a nag ing and Us ing R ep or ts in A ctu ate e.R ep or t De sig ne r P ro fe s sio nal
Using the Actuate online help system
In the Actuate online help system, two panes support accessing and viewing
information. The left pane displays the table of contents or the index. The right
pane displays the contents of an online help topic.
The tabs at the top of the left pane access different views. Use these tabs to
switch views among Contents, Index, Search, and Favorites.
Introduction xvii
The following illustration shows an example of the index and the result of an
index search.
Choose Index to view the topics
Type the keyword for which to search the index
The following illustration shows the result of a search. The topics that contain
the search word appear in the left pane. Choose a topic in the left pane to
display the topic contents in the right pane.
Choose Search
Type the word for which to search
Typographical conventions
The following table describes the typographical conventions in this guide.
Introduction xix
Syntax conventions
The following table describes the symbols used to present syntax.
Introduction xxi
xxii Managing and Using Repor ts in Actuate e.Repor t Designer Professional
Chapter
Introducing Actuate
Chapter1
1
e.Report Designer
Professional
This chapter contains the following topics:
■ About business reporting using Actuate
■ About Encyclopedia volumes
■ About Actuate Navigator
C h a p t e r 1 , In t r o d u c i n g A c tu a t e e. R e p o r t D e s ig n e r P r o fe s s i o n a l 1
About business reporting using Actuate
A diverse and global business enterprise needs a way to create, publish, and
distribute reports on a regular basis. To meet this need, the creation, storage,
and viewing of reports is moving to distributed, networked environments,
such as the internet, intranets, and extranets. Using Actuate Basic reports
provides an efficient, scalable, highly searchable, and easily updated
alternative to static web pages or traditional, paper-based reporting.
You can generate, store, view, and print Actuate Basic reports through a server
running Actuate iServer. You can access Actuate iServer using Actuate
e.Report Designer Professional. This book describes how you use Actuate
e.Report Designer Professional to access, view, run, and print reports from an
Encyclopedia volume or on a network file system.
The following illustration shows a high-level view of how Actuate iServer
System components and Actuate e.Report Designer Professional interact. For
simplicity, the illustration does not show the data tier, which consists of a
database server.
Desktop Server
e.Report Actuate
Designer iServer
Professional
Encyclopedia
volume
Feature Function
Familiar file management Working with hierarchical folders to organize
system report files.
Multilevel security Limiting report generation and viewing to
authorized users. The administrator can assign
different privileges on a file or user basis.
For more information about Encyclopedia
volume security, see “About volume security”
in Chapter 2, “Accessing an Encyclopedia
volume using Navigator.”
Autoversioning Grouping related report files to maintain
different versions of reports that run on a
regular schedule.
Flexible scheduling Generating new reports at specified times. You
can set a report to run once or on a regular basis.
Automatic notification Placing completed reports in specified folders
and distribution and sending notices to users.
Automatic archiving Deleting and archiving Encyclopedia volume
files based on a date, the age of the file, or the
number of versions of a file.
Open server report Running or printing third-party report requests.
generation From within the Encyclopedia volume, run or
print a third-party report in the same way that
you run or print an Actuate report.
Actuate Report Server Providing the ability to extend Actuate iServer
Security Extension (RSSE) System security.
C h a p t e r 1 , In t r o d u c i n g A c tu a t e e. R e p o r t D e s ig n e r P r o fe s s i o n a l 3
Navigator, depending on the privileges that the administrator assigns to you,
you can:
■ View reports. For more information about viewing reports, see Chapter 3,
“Viewing a report using Actuate Viewer.”
■ Create report requests to generate or print reports. For more information
about creating report requests, see “Creating a run request in an
Encyclopedia volume” in Chapter 4, “Running a report using Navigator.”
■ Print reports. For more information about printing reports, see Chapter 6,
“Printing and distributing a report using Actuate Viewer and Navigator.”
■ Add, delete, or move folders and other items in an Encyclopedia volume.
For more information about managing items in an Encyclopedia volume,
see “Working with folders” and “Working with files” in Chapter 2,
“Accessing an Encyclopedia volume using Navigator.”
■ Change privileges for users and security roles on folders and other items in
an Encyclopedia volume. For more information about Encyclopedia
volume privileges and security, see “About volume security” in Chapter 2,
“Accessing an Encyclopedia volume using Navigator.”
■ Specify autoarchive rules. For more information about autoarchiving
reports, see “About Encyclopedia volume autoarchive” in Chapter 2,
“Accessing an Encyclopedia volume using Navigator.”
Accessing an Chapter2
2
Encyclopedia volume
using Navigator
This chapter contains the following topics:
■ Connecting to an Encyclopedia volume
■ Navigating in the Encyclopedia volume
■ About volume security
■ Working with folders
■ Working with files
■ About Encyclopedia volume autoarchive
■ About online backup
■ Setting user preferences
■ Specifying search paths
4 Choose OK.
Encyclopedia Login appears.
Properties
Properties—General appears.
3 Depending on your privileges, you can change the following settings in the
General, Privileges, and Auto Archive pages of Properties, as shown in the
preceding illustration:
About privileges
Each privilege permits a user to perform certain actions on a folder, file, or
channel in an Encyclopedia volume. For example, if a user has read privilege on
a file, the user can view or print the file. If a user attempts to perform an
operation without the necessary privileges, a message appears to indicate the
nature of the problem.
By default, the user who creates a file or folder in the Encyclopedia volume is
the owner of that item and has full privileges for the item. An Encyclopedia
volume administrator can use the Information Delivery API (IDAPI) to change
the ownership of an item to another user. Alternatively, a user with read
privilege on the item can copy the original item and become the owner of the
new item. If an administrator deletes a user, the administrator becomes the
owner of all items that the deleted user owned. An Encyclopedia volume
administrator always has full privileges on all items in the Encyclopedia
volume.
For more information about privileges, see the following topics:
■ For a list of privileges needed for each action, see “Planning assignment of
privileges,” later in this chapter.
■ For more information about root folder privileges, see “About root folder
privileges,” later in this chapter.
■ For more information about home folder privileges, see “About home folder
privileges,” later in this chapter.
The following table lists actions that also require privileges for other files that
the requested action requires.
For more information about types of privileges, see the following topics:
■ For more information about root folder privileges, see “About root folder
privileges,” later in this chapter.
2. Add user to
security role EHom EHom
DAdams BCarter
JSalinger EFitz
LThompson SHorn
1. Select each
Marketing Sales Marketing
security role
2. Assign
privileges Read Read Read
Execute
Execute Write
Grant
Read
Secure
Read
Trusted
Execute
Visible
Write
For more information about types of privileges, see the following topics:
■ For more information about privileges, see “About privileges,” earlier in
this chapter.
■ For a list of privileges needed for each action, see “Planning assignment of
privileges,” earlier in this chapter.
Choose Apply
The owner of a file or folder can set its access type. The volume administrator
can set the access type for any file or folder.
For more information about types of privileges, see the following topics:
■ For more information about privileges, see “About privileges,” earlier in
this chapter.
■ For a list of privileges needed for each action, see “Planning assignment of
privileges,” earlier in this chapter.
■ For more information about privilege templates, see “About privilege
templates,” earlier in this chapter.
Item folders
New Folder
When you import a non-Actuate report file, Actuate iServer System displays
Add or Change Parameters. The developer of the open server report must
provide you with the parameters and other information needed to import the
file.
File Depends on
Report object instance (.roi) report object executable (.rox) file
Report object value (.rov) report object executable (.rox) file
The dependency between an ROI and an ROX is set when you run an ROX in
the Encyclopedia volume. Similarly, the dependency between a report object
value (.rov) file and an ROX is set when you create and save an ROV in the
Encyclopedia volume.
If you copy an ROI from a local system to the Encyclopedia volume, you must
set file dependencies. For example, the example reports that install with
e.Report Designer Professional are not bundled, so you must set the
dependencies.
To set dependencies, complete the following tasks in this order:
■ Copy the report object instance (.roi) file to the Encyclopedia volume.
■ Copy the associated report object executable (.rox) file.
■ Set the dependency between the files. For instructions, see “How to set file
dependencies,” later in this chapter.
If you omit steps 2 and 3, you cannot open the report. The alternative is to
bundle the ROX with the report. Then, all you need to do is copy the report to
the Encyclopedia volume. For information about bundling an ROX with a
report, see “Distributing an Actuate Basic report from your desktop” in
Chapter 6, “Printing and distributing a report using Actuate Viewer and
Navigator.”
Choose Add to
select a file that
the file requires
4 Choose Add.
Encyclopedia Browser appears.
5 Find and select the file that the file requires, then choose OK.
The selected file appears in File depends on.
6 If the file depends on additional files, repeat steps 4 and 5 until you select
all the files.
7 Choose OK.
3 In Auto Archive, select a file type from the File Type list.
The File Type list displays the default file type for the Encyclopedia volume
and open server file types. The default for this Folder item defines the
default autoarchive rule for the folders and files in the current folder. For
information about open server file types, see “About Actuate open server
reports,” earlier in this chapter.
4 Select the Override option to enable the Archive Policy items.
5 Enter the autoarchive rule for the selected file type.
If archiving is available, you can choose to archive files before they are
deleted.
Expiration date
3 In Auto Archive, select the Override option and enter the auto-archive rule.
If archiving is available, you can choose to archive files before they are
deleted.
4 Choose OK to save the rule.
2 Choose the Browse button and navigate to the folder that contains the
configuration file.
3 Select the configuration file and choose Open.
4 Choose Refresh.
5 Choose OK.
Traverse the
report using its
table of contents
Go to a specific
page of the report
Use the split box at the top of the vertical scroll bar or the left of the horizontal
scroll bar to create a split window. View different parts of the report
simultaneously with a split window. To remove splits from a window, double-
click the split bar.
Using Go To
If you are familiar with the page layout of the report, or you are working from
a printout to find particular report pages, use View➛Go To or the Go To Page
button to access a specific page by number.
Go To Page button in the toolbar
Go To Page
Using hyperlinks
During the design process, the report developer has the option to provide
hyperlinks in an Actuate Basic report. Hyperlinks make it easy to move from
information in one part of a report to related information in another part of the
same or a different report. Not all reports include hyperlinks.
When you choose a hyperlink in a report that links to another report, the
linked report uses the zoom setting of the report containing the hyperlink. For
information on using the Zoom feature, see “About zooming,” later in this
chapter.
Other hyperlink techniques exist in some reports. For example, each section on
a summary page in a report can be linked by a More button to a detailed
section of the report. In the more detailed report, the developer can insert
More and Back buttons to facilitate navigating through the pages of that part
of the report.
The following illustration shows a page of Forecast.roi with More and Back
buttons.
Buttons with
programmed
hyperlinks
As the table of contents for Detail.roi shows, the Eastern Region Sales Forecast
includes three offices. Each office includes a group of sales representatives and
each of those representatives has a group of customers. Each customer, in turn,
has one or more orders.
In some cases, the report has a table of contents with additional items to
highlight particularly important sections.
About zooming
Zooming in and out of a report makes it easier to view specific sections. The
scaling range is from 25% to 400%.
Actuate e.Report Designer Professional uses the last zoom setting you set as
the default magnification when opening a report. When you change the zoom
scale of a report, you change the default zoom setting.
When you choose a hyperlink in a report that links to another report, the
linked report uses the zoom setting of the report containing the hyperlink.
Outline of Search
appears as you drag
the window to its
new location
The following illustration shows how to stack two windows so they appear as
one window with tabbed pages.
Outline of Table of
Contents appears as you
drag the window on top of
Search. Notice the outline
of the tab.
Using Tile
Select Tile to arrange file windows you have open. The first three windows tile
horizontally. The fourth window divides the main window into four report
windows. Subsequent windows continue to subdivide the screen.
If your cursor hovers over a control that has balloon help available, you see
online help information provided by the developer.
3 Select the report object executable (.rox) file you want to run and choose
Open.
The Factory window appears.
4 Choose Run to start the report generation process.
Requester appears.
5 Choose OK to accept the default parameter values, or enter parameter
values to narrow the range of data Actuate e.Report Designer Professional
retrieves. For information about how to use Requester, see “Specifying a
report parameter,” later in this chapter.
The Factory begins generating the report.
6 To stop report generation at any time, choose Halt.
Understanding checkpoints
As the Factory generates the pages of the report, it writes the completed pages
to the report at designated checkpoints. The checkpoints occur after the
completion of the 1st, 5th, 10th, 25th, and 50th pages, and every 50 pages after
the 50th.
The viewer displays the portions of the report that were written to a file when
you manually refresh the report. For information about refreshing the report,
see “Refreshing the report in the Actuate Viewer,” later in this section.
Optional
parameters
Asterisk indicates
a required
parameter
Default
values
For more information and examples of syntax to use for ad hoc parameter
values, see “Specifying a value for an ad hoc parameter,” later in this chapter.
In this example, Order did not ship implies False, and Order shipped implies
True.
Drop-down lists
Type of Database
expression column QBE expression SQL
Single quantity 0 quantity = 0
value
custState CA custState LIKE 'CA%'
Relational quantity >50 quantity > 50
custState !CA custState NOT LIKE 'CA%'
custState !'CA' custState <> 'CA'
custName >P custName > 'P'
custName D&'%Corp%' custName LIKE 'D%' AND
custName LIKE '%Corp%'
Range price 10-20 price BETWEEN 10 AND 20
orderDate 1/1/1994- orderDate BETWEEN
5/31/1994 {d '1994-01-01'} AND
{d '1994-05-31'}
custName Ed-Kl custName BETWEEN
'Ed' AND 'Kl'
A value in a QBE expression must match the data type of the database column
to which it applies. For example, you must use a numeric value in a QBE
expression that filters a numeric column. Do not apply formatting to a report
parameter value.
If you use two-digit years in a QBE expression, the application supplies the
first two digits according to the following rules:
■ The two-digit years 00 through 29 are interpreted as 2000 through 2029.
■ The two-digit years 30 through 99 are interpreted as 1930 through 1999.
The date 01/01/29 is interpreted as 2029-01-01, and the date 01/01/30 is
interpreted as 1930-01-01. You can control how the application interprets two-
digit years by changing the value of the Microsoft Windows registry key
AC_CENTURY_BREAK, which is located in HKEY_LOCAL_MACHINE
\SOFTWARE\ACTUATE. The default value is 30.
The application uses these same rules when it operates on dates with two-digit
years retrieved from a database. For example, if the column orders.shipByDate
contains dates with two-digit years, the query:
SELECT orders.shipByDate
FROM orders
WHERE orders.shipByDate >= {d '2000-01-01'}
returns values of orders.shipByDate with two-digit years from 00 through 29,
and the query:
SELECT orders.shipByDate
FROM orders
WHERE orders.shipByDate < {d '2000-01-01'}
returns values of orders.shipByDate with two-digit years from 30 through 99.
The following table lists examples of QBE expressions that use the wildcard
and literal characters.
In the preceding table, a comma appears as a list separator for Smith, Jane. To
specify a list separator that is locale independent, use the pipe sign, |.
Table parameter
Structure parameter
Descendant
elements
2 In Table Parameter Editor—Edit row, specify a value for the row you want
to modify and choose Update.
The modified row appears in Table Parameter Editor—Table rows.
3 To return to Requester—Parameters, choose OK.
When you save parameter values to an ROV, you can choose to create a new
ROV or replace a previous version. The first option is useful for creating
different ROVs for different sets of parameter values. For example, if you
regularly generate two sales reports from a single report object executable
(.rox) file—one that reports sales in Boston, and the other, sales in New York—
create an ROV for each report.
If you save different versions of the ROV, successive files created from the
same ROX are saved with the same name with incrementing version names.
With this autoversioning capability, you can maintain a chronologically
ordered set of versions of the same report items.
Information about
the schedule you set
Distributing a report
Use Requester—Distribution to specify where and how to distribute reports
generated in the Encyclopedia volume. You can specify the following:
■ A different name for the report object instance (.roi) file. By default, Actuate
e.Report Designer Professional uses the same root name as the report object
executable (.rox) file used to generate the report. Changing the default
report name in Requester—Parameters overrides the name specified in this
page.
■ A folder in the Encyclopedia volume in which to place the report. By
default Actuate e.Report Designer Professional stores the ROI in your
personal folder. If you do not have a personal folder, the ROI is stored in
the folder where the ROX resides. To override the default, choose Current
Folder to store the ROI where the ROX resides or choose Absolute Folder
and specify the new directory and name for the ROI.
■ Whether the ROI should be a new version or should replace an existing
ROI with the same name. By default, a new version is created.
Create a new
version of a report
or replace previous
results
Assign a version
name if you are
maintaining
versions of the
report
Grant privileges
on the report to
other users or
roles
Times returned are in 24-hour format unless you use one of the A.M./P.M.
format symbols. Note that the symbol for minute is n, not m, which is the
symbol for month.
Using unescaped literal characters within the expression that are not intended
to be evaluated as date and time components might give you an unexpected
value for the name. For example, the following expression:
{MMM&MMM Rep - mm/dd/yy}
generates the following result:
Jan&Jan Rep - 01/23/2002
Select users or
notification groups to
notify by selecting names
from the left and moving
them to the right
Shows more
details about
the scheduled
request
The Completed folder contains processed requests, including those that failed
to generate a report.
C h a p te r 5 , S e a r c h i n g fo r a n d ex p o r ti n g r e p o r t d a t a u s in g A c tu a t e V i ew e r 119
About the search feature in Actuate reports
Using the search feature you can:
■ Find data that match a specified criteria
■ Display some or all of the search results
■ Save the search results to a file
If you run a report object executable (.rox) file for immediate viewing, and the
resulting report document is long, pages appear as the Actuate iServer Server
generates them. Because searching requires complete data, you can search a
report only when it finishes loading in the report window.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 121
Creating search criteria
You create search criteria through the Search dialog. You can modify your
search conditions by removing fields or changing field values. You can cancel
a search any time before you execute the search process.
3 To use the selection as a criterion for your search, choose Add Selection, as
shown in the following illustration.
4 In Search, in the Value column, specify the value to search. In this example,
type:
Advanced*
The asterisk (*) is a wildcard that specifies you want to find all values that
contain Advanced in the first part of the string and any number of
characters after that.
For information about search expressions, see “Using a search expression
in the search criteria,” later in this chapter.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 123
The following illustration shows the object and value in a search
expression.
The object to search
The value to search
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 125
Operator Description Examples Matches
- Range. Hyphen separates 10 - 20 10, 15, 20
upper and lower limits of the A-C Ace, Bell, Core
range.
For strings, - can mean the
-Ace Ace, Aamco
following:
■ b- is equivalent to >=b Ace- Ace, Adobe
■ -b is equivalent to <=b
■ - is equivalent to * (match
all values)
, Or. Comma separates two 1,2 1, 2
values. Ace,Ford Ace, Ford
! Not !1000 998, 999, 1001
!MA CA, NJ, OH
Special
characters Description Examples Matches
[?] or "\?" Match one question mark M[?]1600 M?1600
M"\?"1600
[#] or "\#" Match one pound sign M[#]1600 M#1600
M"\#"1600
[*] or "\*" Match one asterisk M[*] 1600 M*1600
M"\*"1600
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 127
Special
characters Description Examples Matches
[[] or "\[" Match one open bracket M[[]A[]]6 M[A]6
M"\["A"\]"6
[]] or "\]" Match one close bracket M[[]A[]]6 M[A]6
M"\["A"\]"6
["\["-"\]"] Match any ASCII character M["\["-"\]"] M[A]
between [ and ] M[b]
Special
characters Definition
\ Escape next character (one- or two-byte character)
\a Match one alarm (0x07)
\b Match one backspace (0x08)
\t Match one tab (0x09)
\n Match one new line (0x0a)
\f Match one form feed (0x0c)
\r Match one carriage return (0x0d)
\\ Match one backslash (\)
[\1-\377] Match any one-byte character excluding NUL (0x00)
[\x100-xffff] Match any two-byte character
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 129
1 Select the match you wish to see.
To go to a match in the report, select the
company name, then choose Go To
Next
Previous
Search by state
Show company
name and
address
You can specify any number of object values to display in Results. This
capability is useful for creating a quick view of particular data in a report.
The data in Results usually appears as described in the preceding example and
in the following procedure, however, in a search of a report designed using a
hierarchy of data groups, unexpected results can appear. For more information
about avoiding unexpected search results, see “Understanding how a
multifield search works,” earlier in this chapter.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 131
How to specify object data to display in Results
The instructions in this section assume you already specified the search
criteria. For more information about specifying search criteria, see “Searching
for report data,” earlier in this chapter.
1 Choose Select in Search.
Select appears. By default, the name of the object or objects you selected as
criteria for the search appears in the Name column. The values of these
objects, in turn, appear in Results after you execute the search.
The following illustration shows how to select various criteria.
Add selected report
item to the Name list
2 If you want Results to display only some of the objects, select each object to
exclude. Then choose Delete Entry. To exclude all objects, choose Clear All.
3 To specify additional objects, select each object you want to add. Then
choose Add Selection on Select.
The names of the objects you select appear in the Name list.
4 Choose Search to start the search process.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 133
You can run an ROS from either the Search dialog or from the toolbar. For
more information about opening and running an ROS see “Opening and
running a search definition,” later in this chapter.
For information about the options available for exporting data, see “Exporting
report data,” later in this chapter.
In the toolbar, the list of search definitions lists the search definition (.ros) files
that are in the same directory as the report object instance (.roi) file and the
search definition directory. If you choose the Export data button after selecting
a search from the list, Actuate e.Report Designer Professional opens and runs
the search. If you have an ROS that exports data to an application, choosing
Export data from the toolbar runs the search, exports the data, and starts the
application.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 135
The Search Export Options dialog appears. The options differ slightly,
depending on whether you access the dialog from Search, Select, or
Results.
The following illustration shows the Search Export Options dialog accessed
from Results.
Select the location or locations to which
to extract the search results
2 Select the location or locations to which to send the search results. Portions
of the dialog are enabled or disabled, depending on the export locations
you select:
■ If the location is a file, you can select Save As Unicode.
■ If the location is a file or the Clipboard, select the delimiter to use
between values if the result set contains values from multiple fields. You
can select a tab, comma, or space.
Select Column Header to include the names of the objects as column
headings when exporting data.
■ If the location is a file, specify a file name or use the default file name.
■ If the location is an external application, select the application from the
list and choose Options to set the options. For information about the
options, see “Exporting search results to an external application,” later
in this chapter.
3 When you finish selecting the desired options, choose OK.
If you accessed the Search Export Options dialog from Select, Select
reappears.
Column header
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 137
2 Select the matches you want to export.
3 Choose Export.
The Search Export Options dialog appears.
Select the location or locations to which
to extract the search results
If exporting data to an
application, select the
application, and choose
Options to configure
extract options
4 Select the location or locations to which to send the search results. Portions
of the dialog are enabled or disabled, depending on the export locations
you select:
Column header
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 139
Exporting search results to BrioQuery
To export search results to BrioQuery, you specify the BrioQuery document
and temporary data file name in BrioQuery Options.
3 Choose Options.
BrioQuery Options appears.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 141
To create a BrioQuery document with the required document startup script,
start BrioQuery. From the main menu, select FileDocument ScriptsStartup tab
and add the following to the startup script:
■ For BrioQuery 5.5, add the following two lines:
import doc root, '<file name>', 'csv'
process doc root
■ For BrioQuery 6.0, add the following single line:
ExecuteBScript("import doc root, '<file name>', 'csv'; process doc root")
The <file name> is the full path and file name of the temporary data file
created by Actuate e.Report Designer Professional. The following is a
BrioQuery 5.5 example:
import doc root, 'C:\Temp\briodata.csv', 'csv'
process doc root
The following is a BrioQuery 6.0 example:
ExecuteBScript("import doc root, 'C:\\Temp\\briodata.csv', 'csv'; process doc
root")
After you add the information, choose OK and save the BrioQuery document.
When using the Actuate BrioQuery search extension you need to specify the
BrioQuery document containing the startup script and the file Actuate
e.Report Designer Professional uses to temporarily store the Actuate data. In
the Actuate Search Export Options dialog, select BrioQuery 5.5 - 6.0 as the
external application and choose the Options button to display the BrioQuery
Options dialog:
■ In the BrioQuery Document field, enter the name of the BrioQuery
document you created.
■ In the Temporary Data File Name field, enter the file name specified in the
BrioQuery startup script.
After choosing OK, you can use the BrioQuery search extension to export
Actuate search results to BrioQuery.
3 Choose Options.
Microsoft Excel Options appears.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 143
■ Existing File specifies that the data transfers into the workbook
specified in the Workbook field.
■ Workbook specifies the name of the destination Excel workbook or
document. This field is required if you select Existing File.
■ Sheet specifies the destination sheet within the specified workbook.
This field is optional.
■ Row specifies the row number of the top left cell of the workbook sheet
where the exported data is placed. This field is optional.
■ Column specifies the column letter or letters of the top left cell of the
workbook sheet where the exported data is placed. This field is
optional.
■ Include Column Headers specifies if column headings are written to the
workbook. The default value is Enabled.
■ Macro specifies a macro that executes after the data transfers to the
Excel workbook. This field is optional.
5 In Microsoft Excel Options, choose OK.
6 In Search Export Options, choose OK.
7 In Search, choose Search.
The search results are exported to Excel.
Excel has a limit to how much data you can import. See the Microsoft Excel
documentation for limitations.
3 Choose Options.
File Output Options appears.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 145
6 In Search Export Options, choose OK.
7 In Search, choose Search.
The search results are exported to the file you specified.
Chap ter 5, Sear ching for and ex por ting repor t data using Ac tuate V iewer 147
148 Managing and Using Repor ts in Actuate e.Repor t Designer Professional
Chapter
C h ap t e r 6 , P r i nt in g an d d is t r i bu t in g a r ep o r t us i n g A c t u at e V i ewe r a n d N av ig a t o r 149
Printing a report from your desktop
To print an Actuate Basic report, you use the standard Windows procedure to
select a printer and set printer properties. In addition, Actuate e.Report
Designer Professional provides printing options specific to Actuate Basic
reports.
Select a printer
Choose Properties
to change the
printer’s settings
Options specific
to Actuate Basic
reports
Select the
pages to print
and other
options
3 Select the desired printing options, the printer, the pages to print, the order
in which to print the pages, the number of copies to print.
■ To select the paper size that matches the page size defined in the report
design, select Use paper size set in report design. For example, if the
report design specifies a page size of 8.5" by 14", selecting this option
prints the report on 8.5" by 14" paper, if the printer supports this paper
size.
■ To specify that large report pages print properly onto multiple sheets of
paper, select the Split oversize pages.
4 To specify a printer’s other properties, or to change the printer’s default
settings, choose Properties.
C h ap t e r 6 , P r i nt in g an d d is t r i bu t in g a r ep o r t us i n g A c t u at e V i ewe r a n d N av ig a t o r 151
Advanced Options appears. The following illustration shows HP LaserJet
5Si Mopier PS Advanced Options. Options and defaults are slightly
different for different printers.
2 Use Next Page, Prev Page, Two Page, Zoom In, and Zoom Out to see
different pages and to see different levels of detail.
3 When you finish previewing the report, choose Close to close the preview
window or choose Print to print the report.
C h ap t e r 6 , P r i nt in g an d d is t r i bu t in g a r ep o r t us i n g A c t u at e V i ewe r a n d N av ig a t o r 153
Following is the command line syntax for printing a report from Actuate
e.Report Designer Professional:
runview -p <file>.roi [-rox <filename>.rox] -rspn <printer> [ -h]
For example, the following command uses Actuate e.Report Designer
Professional to print a report that is in the C:\Program Files\Actuate8\
Erdpro\Bin directory to a printer on the network:
runview –p forecast.roi –rox forecast.rox –rspn \\actuate\printer3 -h
The following table lists the parameters and descriptions for command line
printing options.
Parameter Description
runview Required for Actuate e.Report Designer
Professional.
-p <filename>.roi Required. Specifies the name of the report object
instance (.roi) file. The .roi extension is required.
-rox <filename>.rox An optional parameter, which is the name of the
report object executable (.rox) file used with the
report object instance (.roi) file. Use this
parameter if the ROX name stored within the ROI
is not sufficient to locate the ROX.
-rspn <printer> Required. Specifies the printer name. Use the
UNC name for the printer. For example,
\\myserver\printer3 is the printer named
printer3 on the machine myserver.
-h Optional. Enables silent (hidden) mode. If you
use the -h option, Actuate e.Report Designer
Professional does not open a window and error
messages appear on the command line. If you do
not use the -h option, Actuate e.Report Designer
Professional opens a window and the startup
splash screen appears.
C h ap t e r 6 , P r i nt in g an d d is t r i bu t in g a r ep o r t us i n g A c t u at e V i ewe r a n d N av ig a t o r 155
The following conceptual diagram illustrates how a printer determines what
printer properties to use for a print job.
= Set by user
Properties set for Yes
= Set by volume administrator
the print job?
No
User’s default
properties for the Yes
printer
Printer uses
No
these settings
Volume default
properties set for
the printer? Yes
No
System defaults
Yes
If you do not specify any printer properties, the printer uses the Encyclopedia
volume or system level defaults, which only the administrator can change.
Some printer properties, such as duplexing and color, are available only if the
printer supports them.
3 If you want to set this Actuate iServer System printer as the default, check
the Set As Default option.
Future print requests you submit use the default printer unless you specify
a different one at that time.
4 Choose Paper to set paper properties, such as size, paper tray, and duplex
mode.
The layout of the report when the report is designed determines a printed
report’s page orientation.
C h ap t e r 6 , P r i nt in g an d d is t r i bu t in g a r ep o r t us i n g A c t u at e V i ewe r a n d N av ig a t o r 157
The following illustration shows User Print Properties—Paper and
describes the properties.
Choose Properties to
display Request Print
Options
2 Select the Actuate iServer System printer, priority, and print range.
The priority levels you can specify depend on what the Encyclopedia
volume administrator assigned as the maximum priority you can set for
requests. If, for example, the Encyclopedia volume administrator set your
maximum request priority at medium, you can print reports only at the
medium and low priorities.
If you select Print to file, the file is printed to the file you specify on the
local file system.
3 Choose Properties to specify printing options.
C h ap t e r 6 , P r i nt in g an d d is t r i bu t in g a r ep o r t us i n g A c t u at e V i ewe r a n d N av ig a t o r 159
Request Print Options appears.
4 Set the desired properties. For information about each property, see “How
to set default properties for a printer,” earlier in this chapter.
C h ap t e r 6 , P r i nt in g an d d is t r i bu t in g a r ep o r t us i n g A c t u at e V i ewe r a n d N av ig a t o r 161
Choose Profile appears. This dialog provides the option of distributing a
report through various services. The default choice is Microsoft Exchange.
You can, however, choose other mail services.
3 Type a new file name for the report with the bundled ROX.
You must specify a new name. Actuate e.Report Designer Professional
does not allow you to overwrite the original report because it is open.
4 Select the folder in which to save the new report file.
5 Choose Save to save the new report file.
2 Log in to the Encyclopedia volume. For instructions about logging in to the
Encyclopedia volume, see “Connecting to an Encyclopedia volume” in
Chapter 2, “Accessing an Encyclopedia volume using Navigator.”
3 Copy the file from your local machine to the Encyclopedia volume. For
instructions about copying files to the Encyclopedia volume, see “Copying
files to the Encyclopedia volume” in Chapter 2, “Accessing an
Encyclopedia volume using Navigator.”
4 Inform the recipients of the report’s availability and location.
C h ap t e r 6 , P r i nt in g an d d is t r i bu t in g a r ep o r t us i n g A c t u at e V i ewe r a n d N av ig a t o r 163
How to distribute Actuate Viewer
Actuate Viewer is a royalty free tool for viewing Actuate Basic reports. You can
distribute copies of Actuate Viewer freely. Use one of the following methods to
distribute Actuate Viewer:
■ Download the Actuate Viewer installation file from the Actuate web site
http://www.actuate.com (the Resource Center) to a location all users have
access to and let the users download and install Actuate Viewer.
■ Allow users to download the Actuate Viewer installation file from the
Actuate web site.
■ Copy the Actuate Viewer installation files from an Actuate CD-ROM to a
location all users have access to and let the users install Actuate Viewer. If
the Actuate CD-ROM contains the Actuate Viewer installation files, the
files are located in the Viewer directory. For the Actuate Viewer install to
work, you must copy all the files and maintain the directory structure in
the Viewer directory
Index 165
default security roles for 28 ad hoc parameters 82
Active Portal Administrator role 28 autoarchive rules 44, 45, 111
Active Portal Advanced role 28 context menus 69–70
Active Portal for .NET xiii date or timestamps 104
Active Portal for JSP xiii folders 34
Active Portal Intermediate role 28 OLE objects 61
active request 33, 112, 115 open server reports 38
active request icon 115 report-specific online help xix, 68–69
ActiveX controls xii security applications 18
Actuate Basic security roles 26, 31
developing with xii Additional Volume Option xiii
e.reporting tasks for xx addressing e-mail 47
Actuate Client Integration Technology xii Administrator security role 28
Actuate customer profiles viii, ix administrators
Actuate e.reporting solutions ix, x assigning privileges and 20, 21, 25, 26
Actuate Foundation Class Library xii changing privileges and 29
Actuate iServer Integration Technology xiii creating Encyclopedia volumes and 2
Actuate licensing options xiii defining security roles and 28
Actuate Navigator management tools for xiii
changing privilege templates with 29 open server file types and 36, 37
connecting to Encyclopedia from 6 ownership and 19, 21
copying files from 37 printer defaults and 156, 159
dimmed or grayed items in 10 printer properties and 110
displaying available printers from 157 revoking privileges and 27
displaying requests with 112 setting archival policies and 42, 43
expanding and collapsing items in 10 setting home folders as 26
file or folder access types in 32 Advanced page (Document Properties) 151
opening multiple windows for 6, 8 All Perspectives command 66
opening reports with 54 All security role 28
overview 3, 9 alphanumeric searches 125, 126, 127
removing Encyclopedia items from 17 ampersand, (&) character 88
resizing 9 analysis tools xii
searching from 12–13 Analytics Cube Designer xi
selecting file types for 11 Analytics Cube Viewer xi
sorting with 11 Analytics Option xiii
starting 6 analyzing data xiv
viewing Encyclopedia items with 10 And operations 121
viewing requests in 113, 115, 116 application data handler xv
viewing volume information in 14 application servers
Actuate product suite vii, xi e.reporting solutions for x
Actuate reporting solutions 2 application window
Actuate technology viii personalizing 63–66
Actuate Viewer. See Viewer applications
ad hoc parameter builder 81, 83 creating security 18
ad hoc parameters 79, 82–83 customizing xii
ad hoc queries xv deploying from xv
Add/Change Parameters dialog 38 e.reporting solutions for viii, x
adding exporting to 134, 135, 139–144
Index 167
defining literal 85 BrioQuery search extensions and 141
entering wildcard 13, 84 open server file types and 36
exporting 135 connecting to Encyclopedia 6–8
file or folder names and 35 connections
QBE expressions and 84, 88 required parameters and 79
searching for special 127, 128 troubleshooting 8
checkpoints (report generation) 75 content management systems x
Choose Profile dialog 162 context menus
choosing data 146 adding to reports 69–70
Client Integration Technology xii completed requests and 116
Clipboard displaying 69
copying data to 146 scheduled requests and 114
exporting search results to 135, 139 context-sensitive help xvi
clock 108 Copy button 146
closing preview windows 153 copying
collapsing data 146–147
Navigator items 10 files 36–37, 40
table of contents 59 images 146
colon (:) character 104 reports 160, 163
color printing 156, 158 search results 135
column headings 136 creating
columns ad hoc parameters 82
export delimiters for 136 autoarchive rules 44, 45, 111
retrieving empty 87 data cubes xi
searching on 120, 121, 122 folders 34–35
comma (,) character open server parameters 39
as literal value 88 report-specific online help xix, 68–69
as OR operator 88 run requests 76–77, 117
finding 128 search expressions 125–129
in date expressions 104 security applications 18
in search expressions 126 security roles 26, 31
command line options 154 criteria. See parameters; search criteria
comments xix cross-platform reporting solutions xi
Completed folder Crystal report file types 35
described 33 Crystal reports
overview 116 displaying 35, 54
removing items in 118 running 72
running reports from 117 Cube Designer. See Analytics Cube Designer
viewing items in 112, 113, 117 cube reports xi
completed requests See also data cubes
deleting 118 Cube Viewer. See Analytics Cube Viewer
displaying information about 116 cubes. See data cubes
setting notification preferences for 108–109 current backup mode 46
viewing 33, 112 Current Folder setting 102
conditions cursor (hyperlinked fields) 56
search criteria and 121 cursor (searchable objects) 120, 123
configuration files 49 customer profiles viii
configurations customizing
Index 169
descendant elements (structure parameters) online help topics xvi, xvii
90 parameter values 114
design tools xi, xii, xv privileges 17
designing e.Spreadsheet reports xii related information 57
designing information objects xii report files 35
designs report generation requests 33, 74, 112, 113
adding help topics to 68 reports 9, 52–54, 112, 117
defining parameters in 77 sample reports 52
embedding OLE objects in 61 scheduled requests 113
desktop reporting 2, 72 search results 13, 124, 129, 131
Detail sample report security roles 31
displaying online help for 68 specific file types 11
hyperlinked fields in 56 specific parts of a report 56, 57, 58
opening 52 specific report pages 55
searchable objects in 120 subfolders 10
viewing table of contents for 59 system printers 33
Detail.roi 52 table of contents 59
developers third-party reports 54
adding context menus and 69 toolbars 66
creating online help topics and 68 users 31
extending Encyclopedia security and 18 distributing reports 3, 61, 102–103, 160–164
open server reports and 38 See also deploying reports
report parameters and 77, 79, 80 distribution options 162
searching reports and 120 Distribution page (Requester) 102, 103
SQL queries and 79 document names 104
developing e.Spreadsheet reports xv Document Properties dialog 151
developing reports xii, xv documentation xvi
development languages xii documents
development tools xii, xiii, xv archiving 41, 111
dialog boxes xvi copying data to 146
dimmed components 10 creating BrioQuery 142
directories generating xiii, xv
entering as search paths 49 linking to Word 60
disabled features (Navigator) 10 saving structures of 133
displaying downloading
active requests 113, 115 Actuate Viewer 164
autoarchive rules 42, 43 SCRIBE reports 39
available printers 157 drivers
backup information 46 developing ODA xii
completed requests 113, 116 open server reports and 39, 72
context menus 69 drop-down lists 81
Encyclopedia items 8, 9, 10 duplex mode 158
file dependencies 17, 39, 41 duplex printing 151, 156, 158
folder information 17
multiple Navigator windows 8 E
notification groups 108 e.Analysis Option xiv
online documentation xvi
Index 171
equal sign (=) character 88, 128 file names and 104
equals operator 125 format keywords in 104
example reports. See sample reports returning unexpected results 104, 108
Excel formats xii unescaped literal characters in 106, 108
Excel spreadsheets Extensible Markup Language. See XML
embedding in reports 61 external applications xi
exporting to 142–144 copying data to 146
linking to objects in 60, 61 exporting to 135, 139–144
exclamation point (!) character 88, 128 running 61
executable file types 21 setting export options for 136, 139
executable files external files 61
assigning privileges 20 external security applications 18
bundling with reports 40, 74 extranets 2
copying 37
deleting 39 F
distributing 161, 163 Factory window 73, 74, 75
file dependencies and 40 failed request icon 116, 117
generating reports from 36, 72, 94 failed requests 101, 116, 117, 118
opening 73 faxing reports 160
rerunning 94 fields
running 39, 72, 74, 76 export delimiters for 136
search definition files and 133 removing from search criteria 124
setting up run requests for 76 retrieving empty 87
setting up schedules for 95–102 searching on 120, 121, 122
SQRIBE reports and 39 file dependencies 17, 36, 39, 40
execute privilege 20 file management system 3
executing external applications 61 file names
executing reports 72, 76, 117, 160 adding date or timestamps to 104
executing third-party reports 3, 72 bundled reports and 163
expanding changing 102
Navigator items 10 exporting data and 136
table of contents 59 overriding default 79
expiration dates 43 restrictions for 35
Export data button 134 File Output Options dialog 145
export delimiters 136 file systems 52
export options (search) 133, 136, 139 file types 21, 35, 39
external applications 140, 143, 145 files
exporting See also specific type
data 134, 135 access types for 18
search results 135–146 archiving 41–45, 111
expressions assigning privileges 20, 22, 26, 30
adding nonprinting ASCII codes to 129 attaching to e-mail 161
creating custom formats for 105, 107 autoversioning feature for 36
creating date 83, 104 bundling 161, 163
creating search 125–129 changing ownership of 19
creating time 104 changing privileges for 29
defining ad hoc parameters with 82 copying 36–37, 40
Index 173
setting parameters for 77, 81, 82 HTML documentation xvi
setting priorities for 101 HTML formats 154
setting properties for 117 hyperlink buttons 57
specifying document names for 104 hyperlinked fields 56
states described 113 hyperlinks
viewing properties of 114, 115, 117 moving through reports with 56–58
viewing status 33, 74, 112 selecting 62
global reporting solutions ix Hypertext Markup Language. See HTML
Global Search Path page 48 hyphen (–) character
global search paths 48, 49 as literal value 88
Go To command 55 finding 128
Go To icon 130 in search expressions 126
Go To Page button 55
Go To Page dialog 56 I
grant privilege 21, 25 illustrations (documentation) 10
granting privileges. See privileges images
graphical user interface. See e.Report copying 146
Designer Professional; GUIs importing 39
graphics. See images OLE objects and 60, 61
grayed components 10 printing 158
greater than character (>) 88, 128 SQRIBE reports and 39
greater than operator 125 import dialogs 38
greater than or equal to operator 125 importing
group of values 82 images 39
groups open server reports 37–39
assigning privileges to 26, 27 In Progress status 74
displaying notification 108 index (online documentation) xvi, xvii
distributing reports and 164 information. See data
unexpected search results and 131 information application platform viii
GUIs 10 Information Delivery API xiii
information delivery solutions x
H information delivery systems ix
hand cursor 56 Information Object Caching Option xiv
help Information Object Designer
accessing online xvi–xviii overview xii
creating report-specific xix, 68–69 information object files 20
Help button xvi information objects
Help command 69 assigning privileges 20
Help menu xvi designing xii
help topics xvii generating xiii
hidden mode (printing) 154 licensing options for xiv
hidden parameters 38 inheriting autoarchive rules 43
hiding input directives (SCRIBE reports) 39
application windows 64 input parameters 86
toolbars 66 inspecting Encyclopedia properties 14
home folder 25 installation
Index 175
M navigating through reports 54–60, 129
Navigator command 6
mail services 162 Navigator. See Actuate Navigator
mail. See e-mail network file servers 52
Management Console xiii See also servers
management tools 3 networked environments 2
managing data 2 New Folder command 34
Manuals directory xvi New HTML File dialog 155
matching exact string values 87 New Object dialog 38
matching specific characters 84, 125, 126, 127 New Report File with ROX dialog 163
Medium Date format 105 New Request command 76, 117
Medium Time format 105 New Window command 66
menus nonprinting ASCII characters 129
adding context 69–70 not operand 126
disabled items on 10 notification groups 108, 164
displaying context 69 notification options 47
Microsoft Excel Options dialog 143 Notification page (Properties) 47
Microsoft Excel. See Excel spreadsheets Notification page (Requester) 108
Microsoft Exchange 162 notifications
Microsoft Windows. See Windows systems Encyclopedia support for 3
military time 108 secured channels and 20
minimizing windows 64, 65 sending 47
mismatched types 39 setting preferences for 47, 109
modifying. See changing setting up 108–109
monitoring report generation 74, 75, 112, 113 types of 109
More button 57 Null keyword 87, 89
moving NULL operator (SQL) 87
application windows 64 null values 87, 89
toolbars 66 number of copies setting 158
moving report files 37 numbers 146
moving through Encyclopedia volumes 3, 10 numeric searches 126, 127
moving through reports 54–60, 129
Multi-Application Option xiii O
multifield searches 120, 121, 124, 125
multilingual reporting ix Object Linking and Embedding. See OLE
See also locales objects
multi-object searches 132 as grey boxes 60
multiple views 8, 66 changing ownership of 19
developing for Java xv
N linking to OLE 60–62
searching for 131, 132
names selecting searchable 120, 122
adding date or timestamps to 104 ODA drivers xii
predefined format keywords for 104 OLE automation 61
restrictions for characters in 35 OLE objects 60–62
naming conventions 35 on-demand paging 54
navigating through Encyclopedia volumes 3, Online Archive Option xiv
10
Index 177
Parameters page (Requester) 90, 91 selecting 150, 159
parentheses ( ) characters setting defaults for 156–158
as literal values 88 setting printing options for 151, 152, 155
passwords setting properties for 156, 159
as required parameters 79 Printers folder 33, 157
as security feature 17 printing
changing 19, 46 command line options for 153–154
Encyclopedia connections and 6 images 158
validating 18 multiple copies 158
Paste command 146 reports 109, 150, 155
pattern matching request information 114, 115, 118
in query statements 84 third-party reports 3
with search expressions 126 to files 110, 159
PDF documentation xvi printing options 110, 150, 159
PDF files 36 priority levels (print) 159
percent sign (%) character priority levels (scheduling) 101
as literal value 88 private access type 32
in query statements 84 private files 18, 32
in text strings 86, 87 private folders 18, 32
permissions. See privileges privilege templates 18, 29
personal folders 17, 102 privileges
perspectives accessing reports and 3
restoring defaults for 64, 66 as security feature 17
saving 63 assigning to Encyclopedia items 30
pipe sign (|) character assigning to Encyclopedia volumes 21, 32
as list separator 87, 88 assigning to groups 26, 27
as literal value 88 copying files and 36, 37
in query statements 82 creating folders and 25, 35
pop-up menus. See context menus defaults for 29
PostScript files 36 displaying reports and 54
predefined formats 104 distributing reports and 103, 161, 164
preferences 46–48, 109 granting automatically 18
previewing reports 153 home folders and 26
Print command 150 inheriting 28
Print dialog 150 overriding defaults and 42
print jobs. See print requests overview 19
Print page (Requester) 109, 155 revoking 21, 27
Print Preview command 153 setting autoarchive rules and 43, 45, 111
Print Request dialog 159 types described 19
print requests 156, 157, 159 viewing 17
print resolution 158 Privileges page (Properties) 17, 30
Print To File check box 110 product suite (Actuate) vii, xi
printers programmers
default properties for 110 adding context menus and 69
displaying available 33, 157 creating online help topics and 68
displaying information about 157 extending Encyclopedia security and 18
printing to 110 open server reports and 38
Index 179
shared repository for 2 ReportCast xiii
sorting 11 reporting servers. See iServer; servers
SQRIBE reports and 39 reporting solutions ix, x
report generation requests. See generation reporting system. See iServer System
requests reporting tasks xx
report object executable files ReportingEngines suite xi
assigning privileges 20 ReportQuery technology xi
bundling with reports 40, 74 reports
copying 37 accessing in Encyclopedia 3, 54
deleting 39 accessing sample 52
distributing 161, 163 adding context menus to 69–70
file dependencies and 40 bundling executable files with 40, 74
generating reports from 36, 72, 94 copying 160, 163
opening 73 customizing xii
rerunning 94 defining optional parameters for 78, 79
running 39, 72, 74, 76 defining required parameters for 79
search definition files and 133 deploying xv
setting up run requests for 76 displaying 9, 52–54, 112, 117
setting up schedules for 95–102 distributing 3, 61, 102–103, 160–164
report object instance files embedding OLE objects in 61
See also documents generating 72, 75
adding date or timestamps to 104 linking to parts of 56
bundling with executables 74 monitoring generation status of 74, 75,
copying 37, 40 112, 113
default output location for 26 moving through 54–60, 129
displaying 35 moving to specific pages in 55
extracting data from 133, 134 moving to specific parts of 56, 57, 58, 129
file dependencies for 40 narrowing scope of 78
generating 72 opening 52–54
locating dependent executable for 161 opening multiple windows for 66–68
opening 52, 54 overview 2
overwriting 102, 103 paging through 54, 55
renaming 102 previewing 153
saving 154 providing online help for xix, 68–69
specifying folders for 102 refreshing 75
report object search files. See search definition removing from Encyclopedia 41
files; search extensions retaining previous versions of 36
report object value files running 72, 76, 117, 160
creating 94 running external applications from 61
file dependencies for 40 saving 154
generating multiple reports from 36 searching 120, 121
importing files and 38 setting autoarchiving rules for 44, 45, 111
saving 94 setting properties for 72
report parameters. See parameters setting up run requests for 76–77, 117
Report Server API xiii updating data for 72
Report Server Security Extension xiii, 3 viewing expiration dates for 43
See also RSSE applications viewing notification groups for 108
Index 181
running search definition files 134 search definition files 133–134
running third-party reports 3, 72 Search dialog
accessing 122
S adding multiple fields to 124
sample reports adding search criteria to 122, 123, 126, 132
hyperlinks in 56, 57 adding searchable objects to 120, 122
opening 52 changing search criteria in 124
setting file dependencies for 40 displaying search results from 129, 131
viewing table of contents for 59 exporting from 135, 137
SAP data sources 89–93 opening 13
SAP R/3 data streams 89 running search definition files from 134
Save as HTML command 155 saving search criteria for 133
Save As Unicode option 136, 139 search export options 133, 136, 139
Save dialog 154 external applications 140, 143, 145
Save to Volume dialog 36 Search Export Options dialog 136, 138
saving search expressions
report generation schedules 99 adding nonprinting ASCII codes to 129
report object value files 94 adding pattern operators to 126
report parameters 94–95 adding to search criteria 125–129
reports 154 adding wildcard characters to 123, 126
search criteria 133 locating special characters with 127, 128
scaling range (printers) 158 operators in 125
scaling range (zoom) 62 wildcard characters in 13
Schedule page (Requester) 95, 101 Search Extension API xii
Scheduled folder 33, 113, 113–114 search extensions 135, 139, 141
scheduled request icon 114 Search icon 122
Scheduled Request Retry settings 101 search paths
scheduled requests external objects and 61
changing 114 search definition files and 134
displaying information about 113, 114 setting 48–49
failed systems and 95 search results
printing information about 114 as navigational tool 129
retrying 101 containing multiple fields 136
viewing 33, 112 copying 135
schedules displaying 13, 124, 129, 131
changing 98 exporting 135–146
saving 99 Search.txt 137, 139
scheduling online backups 46 searchable report fields 120, 121
scheduling report generation 3, 95, 97, 98, searching
101 Encyclopedia 12–13
search criteria for nonprinting characters 129
adding multiple fields to 121, 124 for single text values 120
adding search expressions to 125–129 for special characters 127, 128
changing 124 for specific data 121–125, 131
entering 13, 122–124 from search definition files 133–134
saving 133 on literal values 125
on multiple fields 120, 121, 124, 125
Index 183
stand-alone file systems 52 Table of Contents icon 59, 121
Standard Object Access Protocol. See SOAP Table Parameter Editor 91
messaging table parameters (SAP) 89, 91
starting Actuate Navigator 6 templates 18
status information temporary files 94
active requests 115 text 120, 146
completed requests 116 text boxes 81
online backups 46 text fields 131, 135, 144
report generation requests 33, 74, 112, 113 text files
scheduled requests 113 accessing data in xv
stopping report generation 73 export delimiters for 136
storage 2 exporting to 135, 144–146
strings open server reports as 36
blank spaces in 86 SCRIBE reports and 39
date expressions and 106 setting export options for 136, 139
defining as literal 87 text searches 125, 126, 128
entering special characters in 88 text strings. See strings
locating special characters in 128 third-party databases xiv
matching exact 87 third-party reports
returning null values with 90 See also open server reports
searching 126 archiving 111
structure parameters (SAP) 89, 90 displaying 54
structured content technology viii, x printing 3
subfolders running 3, 72
See also folders third-party tools xii, xiii
archiving items in 43 thousand separators 81
copying files from 36 thumbtack icon 64
creating 34 Tile command 67
deleting 17 tiling windows 67
displaying 10 time expressions 104–108
moving files to 37 time format symbols 107
resorting items in 11 time formats
successful request icon 117 customizing 107
Summary page (Properties) 114, 115, 118 predefined keywords for 104
syntax conventions (documentation) xx timestamps 103, 104
system printers 33, 110, 155 toolbar buttons 66
toolbars
T paging buttons on 55
tab characters 129 personalizing 66
tabbed pages 64 search definitions in 134
table of contents search icons on 123
accessing 59 Table of Contents icon on 121
expanding or collapsing items in 59 Toolbars command 66
moving through reports from 58, 60 Tools menu 47
searching reports and 121 transactional data vii
Table of Contents command 59 transient files 94
Transporter technology 135
Index 185
sample reports 52 resizing Navigator 9
scheduled requests 113 restoring defaults for 66
search results 13, 124, 129, 131 splitting 53
security roles 31 tiling 67
specific file types 11 Windows systems
specific parts of a report 56, 57, 58 copying files with 37
specific report pages 55 linking to applications on 60–62
subfolders 10 running SQRIBE reports from 72
system printers 33 Word documents 60
table of contents 59 WordPad 137, 139, 147
third-party reports 54 write privilege 21, 25
toolbars 66
users 31 X
views XML development tool xiii
creating multiple 53 XML files xv
customizing 131
displaying multiple 8, 66 Y
editing OLE objects and 61
visible privilege 17, 20, 25 year formats in date expressions 83
volumes. See Encyclopedia volumes
Z
W zoom settings 52, 56, 62
web pages zooming 62
importing SCRIBE reports for 39
web servers xv
web services xiii
web sites
e.reporting solutions for xi
securing xiii
WebLogic servers xv
WebSphere servers xv
weekly reports 97, 98, 133
WHERE clause 79
See also SQL statements
whitespace in strings 86
wildcard characters
in query statements 84
in search expressions 13, 123, 126
Window menu 66
windows
cascading 67
closing preview 153
dimmed or grayed items in 10
expanding and collapsing items in 10
opening multiple 6, 8, 66–68
personalizing 63, 64