Change Report Colors and Logo

Transcription

1 How to Change Report Colors and Logo Report Developer Kit V1.0

2 Safety Information Important Information Read these instructions carefully before trying to install, configure, or operate this software. The following special messages may appear throughout this bulletin or on the equipment to warn of potential hazards or to call attention to information that clarifies or simplifies a procedure. The addition of either symbol to a Danger or Warning safety label indicates that an electrical hazard exists which will result in personal injury if the instructions are not followed. This is the safety alert symbol. It is used to alert you to potential personal injury hazards. Obey all safety messages that follow this symbol to avoid possible injury or death. DANGER DANGER indicates an imminently hazardous situation which, if not avoided, will result in death or serious injury. WARNING WARNING indicates a potentially hazardous situation which, if not avoided, can result in death or serious injury. CAUTION CAUTION indicates a potentially hazardous situation which, if not avoided, can result in minor or moderate injury. NOTICE NOTICE is used to address practices not related to physical injury. The safety alert symbol shall not be used with this signal word. Please Note Electrical equipment should be installed, operated, serviced, and maintained only by qualified personnel. No responsibility is assumed by Schneider Electric for any consequences arising out of the use of this material. A qualified person is one who has skills and knowledge related to the construction, installation, and operation of electrical equipment and has received safety training to recognize and avoid the hazards involved. ii

3 Safety Precautions WARNING UNINTENDED EQUIPMENT OPERATION Do not use the software for critical control or protection applications where human or equipment safety relies on the operation of the control action. Do not use the software to control time-critical functions because communication delays can occur between the time a control is initiated and when that action is applied. Do not use the software to control remote equipment without securing it with an authorized access level, and without including a status object to provide feedback about the status of the control operation. Failure to follow these instructions can result in death or serious injury. INACCURATE DATA RESULTS WARNING Do not incorrectly configure the software, as this can lead to incorrect reports and/or data results. Do not base your maintenance or service actions solely on messages and information displayed by the software. Do not rely solely on software messages and reports to determine if the system is functioning correctly or meeting all applicable standards and requirements. Consider the implications of unanticipated transmission delays or failures of communications links. Failure to follow these instructions can result in death, serious injury, equipment damage, or permanent loss of data. iii

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5 Table of Contents Safety Information Important Information Please Note ii ii ii 1. Report Developer Kit Documentation Required Competencies 2 2. Introduction 3 3. Changing Report Colors and Logo 4 4. Resetting Report Colors and Logo 6 v

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7 1. Report Developer Kit Documentation This document is one in a series of documents providing guidance for customizing the Reports component (formerly Web Reporter) of the StruxureWare Power Monitoring Expert product. Title Level Description How to Change Report Colors and Logo Getting Started with Creating Custom Reports in Power Monitoring Expert 7.2 Report Developer Kit: Overview Create and Upload a Report Pack Report Development Walkthroughs Creating a Report Data Extension in Power Monitoring Expert 7.2 Factory View Provider Overview How to Create Controls for Reports Basic Medium Medium Medium Variable Advanced Advanced Advanced Describes how to use the Report Customizer tool to change the colors and logo for generated reports. Describes report development basics and how to perform look and feel changes to the factory reports. Describes the contents of the Report Developer Kit and how to install the RDK on your developer machine. Describes how to create a report pack and upload it to an existing Power Monitoring Expert system. Provides step-by-step examples of how to create custom reports. Examples range from simple to advanced customizations. C# programming reference (API) documents. 1

8 1.1. Required Competencies Power Monitoring Expert customization scenarios differ in complexity (see table below). This document describes a customization scenario of Basic complexity. Customization Scenario Complexity Required Skills Change report colors and logo Alter Report Look & Feel (layout, colors, graphics, chart types, basic expressions, etc.) Create a Report Data Extension (programmatically extend the Power Monitoring Expert Reports interface, creating custom controls, etc.) Basic Medium Advanced - Power Monitoring Expert 7.2 Administration: managing reports. - Power Monitoring Expert 7.2 Administration: managing reports, installing report packs. - Business Intelligence Development Studio: Report Development. - Power Monitoring Expert 7.2 Administration: knowledge of ION databases & schemas is beneficial. -.NET (C#.NET is preferred) / Visual Studio 2010 (or higher) experience. - SQL Server 2008 experience: creating stored procedures, functions and assemblies. 2

9 2. Introduction This document describes how to use the Report Customizer tool to change the color palette and the logo used in reports generated in the Reports application of Power Monitoring Expert product. The Report Customizer opens as a dialog that allows you to define the colors and the logo through your selections in the dialog. The following section describes the steps required to complete the changes. 3

10 3. Changing Report Colors and Logo 1. Double-click ReportCustomizer.exe to open the Report Customizer dialog. 2. Click Select the PME Report Depot and browse to the ReportDepot folder located in \web\reportdepot within the Power Monitoring Expert installation folder. 3. Click the following buttons to select the color associated with each area of a report: Choose Dark Color, Choose Medium Color, Choose Light Color, and Choose Header Text Color. 4

11 4. Select a Logo: a) Before selecting the new logo image, you need to rename the image file to Report- Logo.jpg. Note that the image needs to be in JPEG format (a file type of.jpg). It is recommended that you use an image size of approximately 250 x 100 pixels for best results. b) Click Select your Logo and browse to and select the logo image for the report. NOTES: Selecting a logo is mandatory. If you do not have an image to use as a logo, you can copy Report-Logo.jpg from Default Reports.zip located in \web\reportpacks\ to another folder on your system and then select that copy as your logo. 5. Click Set to apply the color and logo changes. There is no feedback from the dialog when you click Set. 6. Go to the Reports application, click System Configuration in the Report Library pane, and then click Generate Report in the Report Display pane to view the result of your changes in the generated report. NOTE: If you encounter errors generating reports after using the Report Customizer, unzip the reports from the report packs folder and copy them into the ReportDept folder to replace the existing reports. 5

12 4. Resetting Report Colors and Logo You can reset the colors and logo for generated reports with the Report Customizer tool. 1. To reset colors, click Reset Default Colors in the Report Customizer dialog. 2. To reset the logo: a) Copy Report-Logo.jpg from the Default Reports.zip file in \web\reportpacks\ to a location of your choice. b) Click Select your Logo and browse to and select Report-Logo.jpg that you copied from the zip file. 3. Click Set to apply the color and logo changes. 4. Regenerate a report to verify that the changes have been applied. 6

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14 StruxureWare and Schneider Electric are trademarks of Schneider Electric. Other trademarks used herein are the property of their respective owners. Schneider Electric Industries SAS Head Office 35, rue Joseph Monier Rueil-Malmaison Cedex FRANCE Due to evolution of standards and equipment, characteristics indicated in texts and images in this document are binding only after confirmation by our departments. Print: StruxureWare Power Monitoring Expert Version