Crystal Reports pimB

This page documents the enPortal integration for Business Objects Crystal Reports.

• Vendor: Business Objects
• Product: Crystal Reports
• Supported Version(s): 14.0.2
• Name of enPortal Integration Package: businessobjects.crystalreports_pimB
• Required enPortal Version: 4.6.1 and above

The following section documents supported platforms, installation, and configuration of the Crystal Reports Product Integration Module on enPortal versions 4.6.1 and above.

Support Matrix

The following Operating System, Database, and Web Browser platforms are supported:

Operating System

Please see the list of supported Operating Systems on the System Requirements page.

Database

A special database is not required to implement this integration module. The AppBoard/enPortal database is used to store all configurations related to this integration module.

Web Browser

Please see the list of supported Web Browsers on the System Requirements page.

Installation

Perform the following steps to install the Crystal Reports PIM:

1. Install AppBoard/enPortal as detailed in the Installation documentation
2. Download the file businessobjects.crystalreports_pimB.jar
3. Start enPortal and login as an administrator
   1. User Name: administrator
   2. Password: administrator
   3. Domain: System
4. Under the Advanced tab, select PIMImport
5. Click the Browse... button
6. Locate the Crystal Reports PIM JAR file in the Open dialog
7. Click the Start button to extract the files from the PIM .jar archive
8. Under the Advanced tab, select XMLImport
9. Click the Start button to load the PIM into the system
10. Confirm that the following message is displayed: "Import completed; loaded the following file(s): load_businessobjects.crystalreports_pimB.txt"
11. Under the Advanced tab, select Explore System
12. Navigate to the /Directory/system/proxy/ folder and locate the “Manage Proxy” channel
13. Right-click on the “Manage Proxy” channel and select Open to launch the channel
14. In the Manage Proxy tool, click “Reset All”
15. Refresh the browser

Integration Details

The following sections provide special details for configuring the integration module after installation.

Channel Types

• Home - Channel that displays the default Home page for the logged in user, including full navigation controls (no custom configuration required)

• Proxy - Channel that is used by the system to display Crystal Reports channels (no custom configuration required)

Configuration

After installing the Crystal Reports PIM, perform the following steps to configure access to the host Crystal Reports server:

1. Click on the Applications tab
2. Right-click on the name "sample" in the row for xxxappname and select "Modify"
3. Fill in the items in the Modify Application Wizard dialog:
   1. Select the protocol used to access your Crystal Reports server (http or https)
   2. Change the host name from "changeme" to the hostname or ip address that will resolve to your Crystal Reports server
   3. Change the port to the port number of your Crystal Reports server
   4. Click "Save" to keep your changes
4. Click on the Integrations tab
5. In the Explorer, under Packages, expand the businessobjects.crystalreports_pimB tree and click on the Sample target. Confirm that the information you entered is displayed for your Crystal Reports server
6. Under the Sample target, click on the Home channel. A login prompt should be displayed.
7. Log in using the same credentials you would use for accessing the Crystal Reports application in a browser. Confirm that the Crystal Reports Home page is displayed.

Create Channels

After installing the Crystal Reports PIM and configuring access to the host Crystal Reports server, perform the following steps to create channels to display Crystal Reports content:

1. Click on the Applications tab
2. Right-click on the name "sample" in the row for xxxappname and select a channel type
3. In the "Channel Name" box, enter the name you want to give to the new channel
4. For "Channel Type", select "3rd Party Pims"
5. Click Next
6. Click Finish
7. Click on the Integrations tab
8. In the Explorer, under Packages, expand the businessobjects.crystalreports_pimB tree and click on the Sample target. Confirm that the new channel is listed along with the other sample channels.

Repeat the above steps to create additional channels. Select a different Channel Type in step 2 to create a different type of channel.

Known Issues

The following known issues are associated with this PIM:

• There are currently not any known issues associated with this PIM

License Usage

In order for the AppBoard/enPortal administrator to configure the businessobjects.crystalreports_pimB PIM, the AppBoard/enPortal license.properties file must include licensing for at least one businessobjects.crystalreports_pimB server. The administrator can create one additional host ("target") in AppBoard/enPortal for each server license included in the license file.

Each AppBoard/enPortal user maintains one user session with the Crystal Reports server. The Crystal Reports application must be licensed to support the number of users that will be accessing the application through AppBoard/enPortal.

Version Support

The following matrix details the supported Crystal Reports and compatible AppBoard/enPortal versions:

Version Support

Package Name	enPortal Version	Crystal Reports Supported Versions
businessobjects.crystalreports_pimB	4.6.1+	14.0.2

To see the current enPortal version, run the portal version command from the [AppBoard_Home]/server/bin directory.

Crystal Reports Upgrades

Upgrading from an older version of xxxproduct

Older versions of Crystal Reports are not supported by this PIM, so this upgrade path is not supported. It is recommended that you validate the PIM in your Crystal Reports environment to confirm that it supports the required functionalities.

Upgrading Crystal Reports to a newer version

Perform the following steps when the Crystal Reports server is upgraded to a newer version of Crystal Reports:

1. Check the AppBoard/enPortal PIM online documentation to see if the new Crystal Reports version is supported by the existing businessobjects.crystalreports_pimB PIM.
   1. To test if the new Crystal Reports version is supported by the existing PIM that you have installed, perform the following steps:
      1. Click on the Applications tab
      2. Right-click on the row for the old Crystal Reports server and select "Modify"
      3. Update the protocol, host, and port to reference the server where the new version of Crystal Reports is running
   2. If the new Crystal Reports version is not supported by the existing PIM that you have installed, perform the following steps to upgrade the PIM:
      1. Download the new PIM version from the PIM download site
      2. Follow the steps in the Installation section above to install and configure the new PIM version
      3. Re-create all Crystal Reports channels to reference the new PIM
      4. [Optional] Perform the steps outlined in the Uninstall section below to remove the old PIM from the system

Uninstall

Uninstalling the businessobjects.crystalreports_pimB PIM will break all of the channels in your AppBoard/enPortal system that reference this integration.

Perform the following steps to uninstall the businessobjects.crystalreports_pimB PIM:

1. Click on the Integrations tab
2. In the Explorer, under Packages, locate the businessobjects.crystalreports_pimB integration
3. Right click on the integration name, and select "Delete"
4. Click "Ok" to confirm that you want to delete the integration package