EMC Documentum Reporting Services

Transcription

1 EMC Documentum Reporting Services Version 6.7 User Guide EMC Corporation Corporate Headquarters: Hopkinton, MA

2 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. The information in this publication is provided as is. EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners. Copyright 2010 EMC Corporation. All rights reserved.

3 Table of Contents Preface... 5 Chapter 1 Overview... 7 Prerequisites... 7 Chapter 2 Working with Crystal Reports Designer Making a new connection Connecting to a repository Working with Documentum types Creating a report Report examples Modified documents name and content size Using the Add Command option from the registered tables Chapter 3 Working with DRS integrated with other Documentum client applications Creating a new report in the repository Running a report in the repository Editing a report in the repository Importing a report into the repository Deleting a report from the repository Chapter 4 Scheduling Reports Log into Documentum Administrator Creating a Job Locating a method for a Job Passing Job arguments Specifying Job parameters Specifying a report parameter name and report parameter value Passing multiple parameters for < reportn_parameter> argument Passing an argument for notification Passing an argument for inbox notification Passing an argument for purge limit Changing a Job schedule Running a Job Viewing the status of a running Job Viewing a Job report Setting the trace level for a Job EMC Documentum Reporting Services User Guide, version 6.7 3

4 Table of Contents 4 EMC Documentum Reporting Services User Guide, version 6.7

5 Preface This publication describes what you need to know to use Documentum Reporting Services (DRS). This includes information for the users who are Crystal Reports developers, report consumers, professional report authors, software engineers, business users, and sales engineers who are looking to extend the platform delivered to them by EMC. EMC recommends that you read all core product documentation of the JDBC Services User Guide before you begin. You must familiarize yourself with the concepts of JDBC before you proceed. To ensure that you deploy the current version of your DRS application, visit the Powerlink website: and review the product versions available for your platform. The release notes and any applicable installation guide appear as separately downloadable items. Any product documentation that is available from the application as online help does not appear as a separate item; it is automatically downloaded and installed with the software. Documentum s technical support services are designed to make your deployment and management of Documentum products as effective as possible. The Customer Guide to EMC Software Support Services provides a thorough explanation of Documentum s support services and policies. You can download this document from the Powerlink website ( by navigating to: Support > About EMC Customer Service > Software Customer Guide. Intended audience This guide is intended for the following audiences who primarily work with report data: Crystal Reports developers who design reports on predefined metric for consumptions by business users (typically managers or information analysts). This community needs to access various data sources, integrate data from these sources in a unified view on enterprise operations and present data in a business friendly format. Report consumers or professional report authors who use the existing report templates designed by report designers and modify report parameters and/or presentation/delivery parameters. Software engineers who implement designed reports into Documentum Administrator, Documentum Webtop or a WDK based Documentum client application similar to Webtop. The users can schedule reports by configuring Jobs by using DA. Business users who execute the available reports and take actions based on up-to-date information. These users can personalize and configure report data. Sales engineers who demonstrate how Documentum meets the needs of their customers. EMC Documentum Reporting Services User Guide, version 6.7 5

6 Preface Revision history Revision date December 2010 Description Initial publication 6 EMC Documentum Reporting Services User Guide, version 6.7

7 Overview Chapter 1 DRS is a reporting solution that helps you to access the Documentum metadata through the Documentum JDBC interface. Documentum JDBC is an interface that allows you to access a Documentum Repository from JDBC 2.0 API supported client applications. Documentum JDBC lets you connect to a Documentum repository, perform DQL/SQL queries in the repository, and access the repository or repository s metadata. Documentum JDBC Driver provides support for most of the standard JDBC APIs. Note: Documentum JDBC is bundled with the DRS 6.7 package. Documentum Reporting Services 6.7 is integrated with Documentum Java Method Server Environment. In Documentum Reporting Services 6 release, DRS was integrated with Documentum Webtop. Note: You can also integrate DRS with Documentum Administrator and WDK based Documentum client applications which are similar to Webtop. When you have DRS and Crystal Reports installed on your Documentum Webtop, Documentum Administrator or a WDK based Documentum client application similar to Webtop, you can create new reports, run, and edit existing reports in the repository and import reports into the repository. You can also run, and edit Out Of The Box (OOTB) reports. Currently, DRS supports report formats that can be created only through Crystal Reports. Prerequisites You must install the following on your machine: For running the reports through Webtop, Webtop D6.7 is required. For designing the reports, you need to install the following on your local machine: 1. Install Crystal Reports Designer XI R2 SP2 on your local machine to design a new report or edit an existing report. 2. Install Sun JDK If DFC is not installed, download and install DFC 6.7. EMC Documentum Reporting Services User Guide, version 6.7 7

8 Overview 4. Edit <BUSINESSOBJECTS_INSTALL_DIR>\common\3.5\java\CRConfig.xml as follows: Point JavaDir to java 1.5 bin folder. Specify the Documentum dctm.jar file as the first entry in the classpath tag. For example: If the Documentum directory is placed in C:/Program Files, specify C:\Program Files\Documentum\dctm.jar as the first entry in the <Classpath> tag as follows: <Classpath>C:\Program Files\Documentum\dctm.jar;C:\Program Files\Business Objects\Common\3.5\java/lib/crlovmanifest.jar;C:\Program Files\Business Objects\Common\3.5\java/lib/CRLOVExternal.jar;..;${CLASSPATH}</Classpath> 5. Unjar the drs_cr.war file into a temporary folder. 6. From the <DRS_CR_WAR_UNZIP_DIR>/WEB-INF/lib directory, copy the dmjdbc.jar file, to your machine, and specify the location of the jar file along with the file name, in the <Classpath> tag of CRConfig.xml file. 7. From the <DRS_CR_WAR_UNZIP_DIR>/WEB-INF/Classes folder, copy the dmjdbc.properties file to your machine and specify the location of the dmjdbc.properties file. Note: You must not specify the dmjdbc.properties file name in the <Classpath> tag. 8. Enable JDBC Logging (Optional). To enable JDBC logging, open the dmjdbc.properties file and make the following changes: Set the documentum.jdbc.logenable property to true. documentum.jdbc.logenable=true Set the log file name and path in the documentum.jdbc.logfilename property. For example, set the logfile directory to LogFolder, and logfile name to dctmjdbc. For Windows, documentum.jdbc.logfilename=c:\\logfolder\\dctmjdbc (Note the use of \\ ) For Unix/Linux, documentum.jdbc.logfilename=/usr/logfolder/dctmjdbc Set the logging mode to DEBUG mode. documentum.jdbc.loglevel=debug In the dmjdbc.properties file, the JDBC Logger properties setting is as follows: # For Docbase driver documentum.jdbc.logenable=true # There are three logger format: file, time, and size. documentum.jdbc.logformat=file documentum.jdbc.logfilename=c:\\logfolder\\dctmjdbc documentum.jdbc.logfileextension=log #OCA logger supports 5 severity levels: DEBUG, INFO, WARNING, #ERROR, and FATAL. The default setting logs only WARNING and above. documentum.jdbc.loglevel=debug 8 EMC Documentum Reporting Services User Guide, version 6.7

9 Overview The Documentum Reporting Services Release Notes, version 6.7 contains more details on how to setup Crystal Reports Designer to use Documentum JDBC. The Documentum Reporting Services Release Notes, version 6.7 contains details on known issues and workarounds. EMC Documentum Reporting Services User Guide, version 6.7 9

10 Overview 10 EMC Documentum Reporting Services User Guide, version 6.7

11 Chapter 2 Working with Crystal Reports Designer If you have installed Crystal Reports Designer XI R2 SP2 on your local machine, you can create a new report or edit existing reports. Making a new connection Inputs required to create a new connection are the user name, password for a repository, and a connection URL identifying the JDBC Services to use. When you use the Repository JDBC Service, you must also provide the name of the repository to which you are connecting. You must set the connection URL and driver name for the JDBC connection. Connecting to a repository Chapter 3 of Content Services for JDBC User Guide contains more detailed information on connecting to a data source. Working with Documentum types You can generate reports using the Documentum types and registered tables. You can select the Documentum types and registered tables from the list using the Standard Report Wizard. Creating a report This section describes how to create a simple report using the Crystal Reports Designer. Using Add Command You can generate a report by performing DQL queries to get data from multiple tables by using the Add Command option. EMC Documentum Reporting Services User Guide, version

12 Working with Crystal Reports Designer You can also use the Add Command option when working with: multiple Documentum types in a single report multiple registered tables in a single report To use the Add Command option, perform the following steps: 1. Start the Crystal Reports application. 2. Select File > New > Standard Report, or click Standard Report from the main page. The Standard Report Creation wizard is displayed. 3. Click Create New Connection. 4. Select JDBC(JNDI) as the data source from the list under Create New Connection. If there is no JDBC(JNDI) option under Create New Connection, perform the following: From the list of options under Create New Connection, select More Data Sources. Select JDBC(JNDI) under More Data Sources. This installs JDBC/JNDI as the data source. You will need to either restart the machine or the Crystal Reports application. When you restart the Crystal Reports application, you will see the JDBC(JNDI) data source option under Create New Connection. 5. Type the connection URL and the name of the driver for the JDBC connection. For example, Connection URL for Documentum JDBC Driver (Reporting) - jdbc:documentum:oca:docbaseext@<repository_name> Name of the driver for Documentum JDBC (Reporting) - com.documentum.oca.jdbc.jdbc20. ext.djdbcdriverext 6. Click Next. 7. Type the User name and Password to connect to the repository. You will now be connected to the repository. Note: Alternatively, you can also enter the URL, driver class, and user ID in the respective elements in the CRconfig.xml file in Crystal Reports. 8. Expand the JDBC connection node to view the list of the Documentum types of the repository. 9. Double-click on Add Command. The Add Command to report dialog box appears. You will be prompted to write the DQL query. 10. Click Next to view the fields from the DQL string in the fields screen. 11. Select the fields to be displayed in the report. 12. Click Next to go to the Grouping dialog box. In the Grouping dialog box you can group fields by attributes. This can be used to group the information in the report. 13. Click Next to go to the Record Selection dialog box. In the Record Selection dialog box, you can set the record selection criteria based on the filter fields. 14. Select the filter fields from the list of options. 15. Click Next to go to the Template dialog box. 12 EMC Documentum Reporting Services User Guide, version 6.7

13 Working with Crystal Reports Designer 16. Select the appropriate template from the list of options. 17. Click Finish to generate the report. You can view the report in the Report Viewer. 18. Click Save to save this report. This saves the report in the.rpt file format in the file system. On the File menu, click Open File to open the report. Using Wizard Use the Crystal Report Designer s Wizard support to generate a report. You can use one or more tables to design the reports. Joins are also supported in case of multiple tables; Inner Join and Left Outer Join are the two join types that are supported currently. To use the Wizard support and design reports, perform the following steps: 1. Start the Crystal Reports application. 2. Select File > New > Standard Report, or click Standard Report from the main page. The Standard Report Creation wizard is displayed. 3. Click Create New Connection. 4. Select JDBC(JNDI) as the data source from the list under Create New Connection. 5. If the JDBC(JNDI) option is not available under Create New Connection, perform the following: In the list of options under Create New Connection, select More Data Sources. Select JDBC(JNDI) under More Data Sources. This installs JDBC/JNDI as the data source. You will need to either restart the machine or the Crystal Reports application. When you restart the Crystal Reports application, you will see the JDBC(JNDI) data source option under Create New Connection. 6. Type the connection URL and the name of the driver for the JDBC connection. For example, Connection URL for Documentum JDBC Driver (Reporting) - jdbc:documentum:oca:docbaseext@<repository_name> Name of the driver for Documentum JDBC (Reporting) - com.documentum.oca.jdbc.jdbc20. ext.djdbcdriverext 7. Click Next. 8. Type the User name and Password to connect to the repository. You will now be connected to the repository. Note: Alternatively, you can also enter the URL, driver class, and user ID in the respective elements in the CRconfig.xml file in Crystal Reports. 9. Expand the JDBC connection node to view the list of the Documentum types of the repository. 10. Select the table or tables that you want use to design the report, and click the right arrow so that they are displayed in the Selected Tables column on the right hand side. 11. Click Next. 12. If more than one table is selected, then the Link dialog box appears. Create links between the field names of various tables. EMC Documentum Reporting Services User Guide, version

14 Working with Crystal Reports Designer Note: If only one table is chosen, then the Link dialog box is not displayed. Instead, the field selection screen appears. 13. If you double click on the link, a Link Options dialog box is displayed. Select the required options Join type, Enforce Join, and Link Type and create the links. 14. Click Next to view the Field Selection dialog box. 15. Select the fields that must be displayed in the report. 16. Click Next to go to the Grouping dialog box. In the Grouping dialog box you can group fields by attributes. This can be used to group the information in the report. 17. Click Next to go to the Record Selection dialog box. In the Record Selection dialog box, set the record selection criteria based on the filter fields. 18. Select the filter fields from the list of options. 19. Click Next to go to the Template dialog box. 20. Select the appropriate template from the list of options. 21. Click Finish to generate the report. You can view the report in the Report Viewer. 22. Click Save to save this report. This saves the report in the.rpt file format in the file system. On the File menu, click Open File to open the report. Registering an external table To work with external tables, it is important to register these external tables into the repository. If an external table dm_employee has the following details: dm_employee (name varchar2(20), empid number, deptid number) 1. Use the following command to register an external table in the repository: register table <TABLE_OWNER_NAME>."dm_employee" ("name" char(20), "empid" integer, "deptid" integer) Report examples This section includes examples to help you generate reports using Crystal Reports. Modified documents name and content size To generate a report of all the documents name and content size that are modified after date <DATE1> with content size more than <Size1>: 1. Open Crystal Reports Designer. 2. Follow steps 1 to 5 in the procedure Creating a report, page Select dm_document from the available data sources window. 14 EMC Documentum Reporting Services User Guide, version 6.7

15 Working with Crystal Reports Designer Click the right arrow key to move them to the right pane of the data sources window. 4. Click Next. 5. Select dm_document.object_name and dm_document.r_content_size form the fields screen. Click the right arrow key to move them to the right pane of the fields window. 6. Click Next to navigate to the grouping screen. 7. Click Next to move on to the next screen. 8. Select dm_document.r_content_size in the Record Selection screen. 9. Select the is greater than option from the list of options. 10. Type the value of <Size1> and then click Add. 11. Select dm_document.r_modify_date. 12. Select the is greater than option from the list of options. 13. Type the value of <Date1> and then click Add. 14. Click Next to go to the grouping screen. The grouping screen enables you to group fields by attributes. Using this, you can group the information in the report. 15. Click Next to go to the Record Selection screen. In the Record Selection screen, you can set the record selection criteria based on the filter fields. 16. Select the filter fields from the available fields that are listed. 17. Click Next to go to the template screen. Select the appropriate template from the list in the template screen. 18. Click Finish to generate the report. You can view the report in the report viewer. 19. Click Save. This saves the report in the.rpt file format in the file system. You can open the saved report using the Open file option from the File menu. Using the Add Command option from the registered tables To generate reports from the registered tables using the Add Command option: To display all the employee names and the department names 1. Create two tables from an Oracle SQL window by using the following SQL create statement: select emp.name as empname,dept.name as deptname from dm_employee emp, dm_department dept where emp.deptid=dept.deptid create table dm_employee ( name varchar2(20), empid number, deptid number) EMC Documentum Reporting Services User Guide, version

16 Working with Crystal Reports Designer 2. Register these tables into the repository using the following commands: register table <TABLE_OWNER_NAME>."dm_employee" ("name" char(20), "empid" integer, "deptid" integer) register table <TABLE_OWNER_NAME>."dm_department" "name" char(20), "deptid" integer) 3. Enter the DQL string in the Add Command dialog box. select emp.name as empname,dept.name as deptname from dm_employee emp,dm_department dept where emp.deptid=dept.deptid 4. Click Next to view fields from the DQL string in the fields screen. 5. Select the fields to be displayed in the report. 6. Click Next to go to the grouping screen. The grouping screen enables you to group fields by attributes. Using this, you can group the information in the report. 7. Click Next to go to the Record Selection screen. In the Record Selection screen, you can set the record selection criteria based on the filter fields. 8. Select the filter fields from the available fields that are listed. 9. Click Next to go to the template screen. 10. Select the appropriate template from the list in the template screen. 11. Click Finish to generate the report. You can view the report in the report viewer. 12. Click Save. This saves the report in the.rpt file format in the file system. You can open the saved report using the Open file option from the File menu. 16 EMC Documentum Reporting Services User Guide, version 6.7

17 Chapter 3 Working with DRS integrated with other Documentum client applications This chapter describes how to work with DRS that is integrated with other Documentum client applications such as Documentum Administrator, Documentum Webtop or a WDK based Documentum client application similar to Webtop. When you deploy DRS, the Reports cabinet is created in the repository. This cabinet has all the reports including the OOTB reports. When DRS is deployed on the repository, you can use a Documentum client application such as Documentum Administrator, Documentum Webtop or a WDK based Documentum client application similar to Webtop to perform the following: Create a new report in the repository Edit a report in the repository Import a report into the repository Delete a report from the repository To run the reports using a Documentum client application such as Documentum Administrator, Documentum Webtop or a WDK based Documentum client application similar to Webtop, you must deploy DRS both on the repository and on the Documentum client application. To create or edit reports, you must install Crystal Reports XI R2 SP2 on your machine. In addition, you can also import existing reports into the repository. Creating a new report in the repository Perform the following steps to create a new report in the repository: 1. Log in to Documentum client applications such as Documentum Administrator, Documentum Webtop or a WDK based Documentum client application similar to Webtop. 2. Select File > New > Document. 3. Type the name of the report. 4. Select drs_report from the Type list of options. EMC Documentum Reporting Services User Guide, version

18 Working with DRS integrated with other Documentum client applications By default, the Format list of options displays Crystal Report and the Template list of options displays CrystalReportTemplate.rpt. 5. Click Next. Crystal Reports Designer opens the new report. You can now design your new report. See Chapter 2, Working with Crystal Reports Designer. 6. Save the report once you complete designing the report. 7. Close the Crystal Reports Designer window. 8. Click Next. 9. Click Finish. Now, the new report is checked out from the repository. 10. Select File > Checkin to check in the report into the repository. Running a report in the repository Perform the following steps to run a report in the repository: 1. Select a report that you want to run. 2. Select File > View. If the selected report depends on parameters to run, then a pop up window opens that requires your input. You have to disable the Pop up Blocker in order to display the pop up window. The Crystal Report then executes the report and you can view the report output page. You can perform the following operations on the report output page: Printing - You can print the report that has the same look and feel as displayed on the screen. Export to different file formats - You can export the result output to various formats that Crystal Report supports. The report output page has a tool set for page navigation, saving the file to the disk, zoom, and search functionality. 18 EMC Documentum Reporting Services User Guide, version 6.7

19 Working with DRS integrated with other Documentum client applications Editing a report in the repository Perform the following steps to edit a report in the repository: 1. Select a report that you want to edit. 2. Select File > Edit. The report is now checked out from the repository when you open a report for editing. Crystal Reports Designer opens the report for editing. The Chapter 2, Working with Crystal Reports Designer contains information on how to work with Crystal Reports Designer. 3. Edit the changes that are required in the report. 4. Save the report. 5. Select File > Checkin to check in the report into the repository. Importing a report into the repository Perform the following steps to import a report into the repository: 1. Select a Cabinet or folder where you want to import the report. 2. Select File > Import. 3. Click Add Files. 4. Browse and select the report that you want to import. 5. Click Next. 6. Select drs_report from the Type list of options. 7. Select Crystal Report from the Format list of options. 8. Click Next. 9. Click Finish. Deleting a report from the repository Perform the following steps to delete a report from the repository: 1. Select a report that you want to delete. 2. Select File > Delete. EMC Documentum Reporting Services User Guide, version

20 Working with DRS integrated with other Documentum client applications 3. Click OK. 20 EMC Documentum Reporting Services User Guide, version 6.7

21 Chapter 4 Scheduling Reports With DRS 6.7, you can configure jobs to schedule the generation of a report. For scheduling a report, the following are required: Content Server 6.7. Note: Ensure Agentexec and Documentum Java Method server environment are up and running. Deployment of DRS on repository. Deployment of DRS on Documentum Java Method server environment. You can create and configure the Jobs for scheduling reports by performing one action: Using Documentum Administrator Creating and configuring Documentum Jobs using DFC APIs. EMC Documentum Foundation Classes Development Guide, version 6.7 provides more information on how to use DFC APIs to create and configure jobs. This chapter describes how to use Documentum Administrator to schedule a job for generating a report. Log into Documentum Administrator, page 21 Creating a Job, page 22 Changing a Job schedule, page 29 Running a Job, page 29 Viewing the status of a running Job, page 30 Viewing a Job report, page 30 Setting the trace level for a Job, page 31 Log into Documentum Administrator This section describes how to log into Documentum Administrator. To log into a repository: 1. In your web browser, type the Documentum Administrator URL. EMC Documentum Reporting Services User Guide, version

22 Scheduling Reports 2. If the Login page appears, type your login name and password for the repository. Login names and passwords are case-sensitive. 3. In the Repository list, select a DRS repository. 4. To save credentials so that you log in automatically the next time you run Documentum Administrator from this computer, select Remember my credentials for next time. Tip: Once you are logged in, you can view or delete your saved credentials through your preferences. 5. To enter a Microsoft Windows NT domain name, click More Options and enter the domain. 6. To select language, click More Options and select the language. 7. To use accessibility features, click More Options and check Additional Accessibility Options. The accessibility mode provides linear navigation; tab navigation; lists instead of menus; and additional descriptive text. 8. To change your password, complete these steps: Note: If your organization uses Lightweight Directory Access Protocol (LDAP), you cannot change your password from the login page. Ask your system administrator how you can change your password. a. Click More Options. b. Click Change Password. c. Type your current password and new password. d. Click Apply. 9. Click Login. Creating a Job This section provides information on how to use Documentum Administrator to create a Job for report generation. This sections contains the following subsections: Locating a method for a Job, page 25 Passing Job arguments, page 25 To create a Job: 1. Navigate to Administration > Job Management > Jobs. The system displays the Jobs list page. 2. Select File > New > Job. The system displays the New Job - Info page. 3. Enter information on the New Job - Info page: a. Name: Type the name of the Job. b. Job Type: Optionally, type the Job type. This may be any value. The Job type is displayed on the Jobs list page and can be used to sort Jobs. 22 EMC Documentum Reporting Services User Guide, version 6.7

23 Scheduling Reports c. Trace Level: Select a trace level. Trace levels range from 0 (no tracing) to 10 (a debugging level of tracing). d. Designated Server: Select a server to run the Job. The drop-down list displays all servers running against the repository of which Documentum Administrator is aware. e. State: Select Active or Inactive to create the Job in an active or inactive state. f. Deactivate on Failure: Select to deactivate the Job after a run that fails to execute correctly. g. Run After Update: Select to run the Job immediately after you save it. h. Save if Invalid: Select to save the Job, even if it is invalid. i. Click Next to access the New Job - Schedule page. 4. Enter information on the New Job - Schedule page: a. Start Date And Time: Designate a start date and time for the Job. The default is the current date and time. b. Designate how often and at what interval the Job runs. Repeat: Select a unit of time. Frequency: Type how often the Job is invoked. For example, if Repeat is set to Weeks and Frequency is set to 1, the Job repeats every week. If Repeat is set to weeks and Frequency is set to 3, the Job repeats every three weeks. c. End Date And Time: Designate an end date and time for the Job or indicate a number of invocations after which the Job becomes inactive. The default end date is 10 years from the current date and time. d. Click Next to access the New Job - Method page. 5. Enter information on the New Job - Method page: a. In the Method Name, click Select Method. The Choose a method page appears. i. In the Choose a method page, select drs_runreportmethod. ii. See Locating a method for a Job, page 25 for instructions to locate a method. Click OK to return to the New Job - Method page. EMC Documentum Reporting Services User Guide, version

24 Scheduling Reports b. Click Edit to access the Method Arguments page to modify the arguments passed to the method by this Job: Type a new argument in the Enter new value box and then click Add. See Passing Job arguments, page 25. To remove an argument, select the argument and click Remove. To change the order in which arguments are passed, click the argument and click Move Up or Move Down. Click OK to save the changes or Cancel to abandon the changes. The system displays the New Job - Method page. c. Select Pass standard arguments to pass the standard arguments for the method. Note: The DRS method fails if you have not selected this field when you try to run the job. d. Click Next to access the New Job - SysObject Info page. 6. Enter information on the New Job - SysObject Info page: a. Title: Type the title. b. Subject: Type the subject. c. Keywords: Click Edit to access the Keywords page: Type a new keyword in the Enter new value box and click Add. To remove a keyword, select the keyword and click Remove. To change the order in which keywords are listed, select the keyword and click Move Up or Move Down. Click OK to save the changes or Cancel to nullify the changes. The system displays the New Job - SysObject Info page. d. Authors: Click Edit to access the Authors page: Type a new author in the Enter new value box and click Add. To remove an author, select the name and click Remove. To change the order in which authors are listed, select the name and click Move Up or Move Down. Click OK to save the changes or Cancel to abandon the changes. The system displays the New Job - SysObject Info page. e. Owner Name: Click Edit to access the Choose a user page: Select an owner. Click OK. The system displays the New Job - SysObject Info page. f. To view more sysobject properties of the Job, click See More. 7. Click Finish. The system saves the Job and displays the Jobs list page. 24 EMC Documentum Reporting Services User Guide, version 6.7

25 Scheduling Reports Note: Although you can configure a Job to run multiple reports, Documentum recommends configuring a Job to run one report only. Locating a method for a Job On the Choose a method page, select the method to be executed by a Job. To locate a method for a Job: 1. To locate the method by name, type the first few letters into the Starts with box and click Go. 2. To view additional pages of methods, click the forward or back buttons. 3. To view a different number of methods, select a different number from the Show Items drop-down list. 4. To sort the items, select Show All or Show System Methods from the drop-down list. 5. When you locate the correct method, select it and click OK. Passing Job arguments This section describes how to specify Job parameters and pass an argument in the Methods Argument page. Specifying Job parameters Report output file format It is the format in which the report output file is saved. The report output file can be in any of the formats like pdf, rtf, rpt, doc, xls, csv and xlsdataonly: -report_output_file_format -roff To export the report output to multiple file formats, specify the formats separated by commas. Example 4-1. Providing report output file format -roff pdf This example specifies that the report output must be exported to the PDF format. -roff pdf, xls, doc This example specifies that the report output must be exported to the PDF, MS Excel, and MS Word formats. Report output docbase folder path It is the full path of the Docbase folder where the report output files are saved. You need to specify the report output docbase folder path in one of the following formats: -report_output_docbase_path -rodp EMC Documentum Reporting Services User Guide, version

26 Scheduling Reports Example 4-2. Providing report output docbase folder path -rodp /Reports/output/pdf Note: The report parameters, -roff and -rodp, can be specified for a Job as well as a report. The report parameters specified for a report override the report parameters specified for a Job. Report user name (Optional) It is the user name against which the report is run. If the report_user_name parameter is not specified, then the installation owner user details are used for running the report. You need to specify the report user name parameter in the following format: -report_user_name tuser1 Specifying a report parameter name and report parameter value To specify a report parameter name and report parameter value: Use to replace the spaces in the argument value such as report parameter name, report parameter value and so on. Do not include spaces in the argument name. Passing multiple parameters for < reportn_parameter> argument If a job runs multiple reports, the nth report is designated as report<n>, where N is a unique whole number. When -report is followed by a whole number, it is an argument for a report. -report<n> REPORT_PATH>/<REPORT_NAME> Example 4-3. In order to run abc.rpt and [n]largest Documents by Document Name.rpt reports, which are in the Reports cabinet, specify arguments as follows: -report0 /Reports/[n]Largest Documents by Document Name.rpt -report1 /Reports/abc.rpt 26 EMC Documentum Reporting Services User Guide, version 6.7

27 Scheduling Reports In this example, -report0 is an argument to specify the first report to be run, and /Reports/ [n]largest Documents by Document Name.rpt is the argument value that specifies the report name along with path. -report1 is an argument to specify the second report to be run, and /Reports/abc.rpt is the argument value that specifies the report name along with path. Note: You can pass multiple parameters for < reportn_parameter> argument only. When you pass multiple arguments for < reportn_parameter> argument: Use, as the separator character for separating the different parameters. Use :: as the separator string for providing multiple values for a parameter. Use = as the separator character for parameter name and parameter value. Example 4-4. Passing multiple parameters for the < report0_parameter> -report0_parameter workflow States=Dormant::Acquired::Finished ::Paused::Dpaused::Apaused,show chart=1 In this example, workflow states is the parameter. The space in workflow states is replaced by. Dormant, Acquired, Finished, Paused, Dpaused, Apaused are multiple values for the work states parameter, and hence, each of these values is separated from each other by ::. The workflow states parameter is separated from its values by =. Similarly, show chart is another parameter and its value is 1. Example 4-5. Providing range values for an integer parameter 5::7::8::13 This means the following range of values are provided for the integer parameter 5 to 7 and 8 to 13. Date arguments should be specified in the yyyy-mm-dd format preceded by the Date keyword [Date(yyyy-mm-dd)]. Example 4-6. Providing range values for a date parameter Date( )::Date( ) In this example, the date ranges from June to January Passing an argument for notification To pass an argument for notification, you should enter an argument in one of the following formats: - _notification _ID1, _ID2 -en _ID1, _ID2 Example 4-7. Passing an argument for notification If you want notifications to be sent to Thomas_Susan@emc.com and Jack_Hugo@emc.com, then you should enter an argument in one of the following formats: -en Thomas_Susan, Jack_Hugo or - _notification Thomas_Susan, Jack_Hugo EMC Documentum Reporting Services User Guide, version

28 Scheduling Reports Passing an argument for inbox notification To pass an argument for inbox notification, you have to enter an argument in one of the following formats: -inbox_notification Username1, Username2 or -ibn Username1, Username2 Passing an argument for purge limit To define the purge limit for the reports saved in the docbase, pass an argument in the following format: -purge_limit Example 4-8. Passing an argument for purge limit. -purge_limit 5 This indicates that the purge limit is five. So, when the sixth report output file for a report template X is generated, then the first report output file is deleted from the docbase. Example 4-9. Creating a Job for an external crystal report file. Let us consider a scenario, where you want to create a Job for an external crystal report file[n]largest Documents by Document Name.rpt and you want the Job to run periodically with the parameters mentioned below: Report save location: Reports/output/pdf Report output file format: pdf Save number of outputs: 5 Report user name: tuser1 Document Name filter: Design Document Top N Records: 25 Show Chart: Top The following procedure will guide you on how to create a Job for [n]largest Documents by Document Name.rpt: 1. Log into DA. See Log into Documentum Administrator, page Navigate to the cabinet or folder into which you want to import the report file. 3. Import the report into Documentum repository as drs_report and in crystal report format. 4. Create a Job. See Creating a Job, page During the creation of the job, type the following arguments in Enter new value box of the Method Arguments page: -report_output_file_format pdf -report_output_docbase_path /Reports/output/pdf -purge_limit 5 -report_user_name tuser1 -report0 [n]largest Documents by Document Name.rpt -report0_parameter Document Name=Design Document,Top N Records=25,Show Chart=1 28 EMC Documentum Reporting Services User Guide, version 6.7

29 Scheduling Reports 6. Click Add. Changing a Job schedule This section describes how to modify a Job schedule. To change a Job schedule: 1. Connect to the repository and navigate to Job Management > Jobs. The system displays the Jobs list page. 2. Locate the Job whose schedule you want to change. 3. Select the Job and then select View > Properties > Info. The system displays the Job Properties - Info page. 4. Click the Schedule tab. The system displays the Job Properties - Schedule page. 5. Designate a start date and time for the Job. The default is the current date and time. 6. Designate how often and at what interval the Job runs. The Repeat drop-down list specifies a unit of time. The Frequency box specifies how often the Job is invoked. For example, if Repeat is set to Weeks and Frequency is set to 1, the Job repeats every week. If Repeat is set to weeks and Frequency is set to 3, the Job repeats every three weeks. 7. Designate an end date and time for the Job or indicate a number of invocations after which the Job becomes inactive. The default end date is 10 years from the current date and time. 8. Click OK. The system displays the Jobs list page. Running a Job Jobs typically run at predetermined intervals. The Jobs that exist in all repositories have default schedules when they are created. See Changing a Job schedule, page 29, for instructions on modifying a Job s schedule. Most Jobs pass standard arguments to the method executed by the Job. The arguments are set on the Method tab for each Job, and can be modified in most cases. Use these instructions to run a Job manually (at a time other than the scheduled run time). Note that a Job invoked in this fashion runs when the agent exec process starts the Job, not when you click Run. The agent exec process polls the repository every five minutes, so the start of the Job is delayed up EMC Documentum Reporting Services User Guide, version

30 Scheduling Reports to five minutes, depending on when you clicked Run and when the agent exec process last polled the repository. To run a Job: 1. Select the Job to run. 2. Click Tools > Run. When the agent exec process next polls the repository, the Job runs. 3. To view the status of a running Job after you start it, click View > Refresh. The list page refreshes and the Status column for the Job is updated. You may need to click View > Refresh several times because the Job does not run immediately after you click Tools > Run. 4. To view the Job report, select the Job and click View > Report. 5. To view the trace log for the Job, select the Job and click View > Trace. The tracing level for the Job must be set high enough to generate a trace log, or no trace log is found. Viewing the status of a running Job To view the status of a running Job after you start it, click View > Refresh. The list page refreshes and the Status column for the Job is updated. You may need to click View > Refresh several times because the Job does not run immediately after you click Tools > Run. Viewing a Job report When a Job runs, it generates a report. The report summarizes the results of the Job. You can view the reports for one or more Jobs. To view Jobs reports: 1. Connect to the repository and navigate to Administration > Job Management > Jobs. The system displays the Jobs list page. 2. Select the Jobs whose reports you want to view. 3. Select View > Report (or right-click and select View Job Report). The system displays the Job report. 4. If you selected multiple Jobs, click Next to view the next report. 5. After the last report is viewed, click OK or Cancel to return to the Jobs list page. 30 EMC Documentum Reporting Services User Guide, version 6.7

31 Scheduling Reports Setting the trace level for a Job Trace logs contain status information logged by a Job. The trace level set for a particular Job determines the amount of information logged. The default trace level for a Job is 1 (minimal trace information), with a maximum level of 10 (debug-level tracing). A trace level of 4 through 6 provides a medium level of debugging. To set the trace level for a Job: 1. Connect to the repository and navigate to Administration > Job Management > Jobs. The system displays the Jobs list page. 2. Select the Job and then select View > Properties > Info. The system displays the Job Properties - Info page. 3. Select a trace level from the Trace Level drop-down list. 4. Click OK. The system displays the Jobs list page. EMC Documentum Reporting Services User Guide, version

32 Scheduling Reports 32 EMC Documentum Reporting Services User Guide, version 6.7

33 Index A accessibility mode select, 22 audience, 5 C create report, 11 credentials save, 22 D documentation required reading, 5 domains log into, 22 drs connecting to a repository, 11 Documentum types, 11 new connection, 11 overview, 7 overview of drs, 7 use Add command, 11 drs reports creating new reports, 17 deleting existing reports, 19 editing existing reports, 19 importing existing reports, 19 integrating with Webtop, Documentum Administrator, WDK based client application, 17 running existing reports, 18 J Job reports viewing, 30 Jobs locating a method, 25 L running, 29 trace levels, 31 viewing reports, 30 languages choose, 22 LDAP change password, 22 Lightweight Directory Access Protocol change password, 22 See also LDAP locating method for a Job, 25 M methods locating for a Job, 25 migration example, 14 to 15 N New Job - Info page, 22 New Job - Method page, 23 New Job - Schedule page, 23 New Job - SysObject Info page, 24 P passwords change, 22 R report create, 11 reports Job, 30 repositories EMC Documentum Reporting Services User Guide, version

34 Index accessibility mode, 22 log into accessibility mode, 22 multiple, 22 saved credentials, 22 revision history, 6 running Jobs, 29 S saved credentials set, 22 scheduling jobs, 29 scheduling reports Documentum Administrator, 21 sessions accessibility mode, 22 setting trace levels, 31 T trace levels setting, 31 V viewing Job reports, EMC Documentum Reporting Services User Guide, version 6.7