Crystal Report XML Update

You add table to the data def. then you'll get those tables. I've copy
and pasted the direction from support below.





From: James Nalls [mailto:jnalls@...]

Sent: Monday, October 22, 2007 3:46 PM

To: Paul V. Blais

Subject: How are new tables added to a Report Data Definition in V8.03?



Summary: REPORTS How are new tables added to a Report Data Definition
in V8.03?

Book: Support Solutions

Page: 7567MPS



PROBLEM: In V8.03, users can add new tables to a Report Data
Definition. How is this done?



RESOLUTION:

To accomplish this, you first want to start with creating the Report
Data Definition to use which then gives you the ability to add fields
within Crystal, that are not standard fields on the form.



ADDING A TABLE TO A REPORT DATA DEFINITION:

1. In Vantage, go to System Management->Company Maintenance->Report
Data Definition.

2. Click on the Code button, then Search button.

3. Find the Report Data Definition you would like to modify, ie POForm.

4. Go to Actions->Duplicate Report.

5. The Report Def ID field should be unique, i.e. POForm2.

6. Give it a Description and choose OK.

7. The newly created Report Data Definition is now visible and can be
changed; it is an exact duplicate of the original definition for the
standard form.

8. Go to File->New->New Table

9. Click on the RptTableID button.

10. Search for the table required, forex POApvMsg.

11. Once you have the table, click OK.

12. Go to File->New->New Relationship.

13. Create the relationships (if this is not done, you will see the
added tables & fields, not you will never get data in them). This does
not replace linking in Crystal.

A. Parent table can be any table that is in the tree.

B. Key: if no key, this is a temp table. You do not need to add
a key (can be in the child table).

C. Child table will only be the added table.

D. Relationship fields - These don't have to match. If they are
not valid, you will get no data or you will get multiple records (huge
XML). If you link table by company only, you will get all of the data
for the added table.

14. Choose your fields to be included on the Report Data Definition,
from the Excluded Fields tab.

15. Save your changes. The new Report Data Definition is now
available.



GENERATING THE .XML CONTAINING THE NEW REPORT DATA DEFINITION:

1. Go to System Management->Company Maintenance->Report Style.

2. Open the Report Style, forex POForm.

3. Call up the Style number using the new Report Data Definition, forex
Style 1.

4. Change the Data Definition to the new Data Definition, forex
POForm2.

5. Save the changes.

6. Go the Material Management->Purchasing Management->GenOps->PO Entry.

7. Open a PO, and print preview it.

8. This will generate the .XML in the \mfgsysdata\reports\<useID>
folder.

9. Edit that .XML, and the data from that form will now be available.



ADDING THE NEW TABLES FROM THE .XML TO THE CRYSTAL REPORT:

NOTE: A familiarity with Crystal Reports is recommended for the next
steps, as you will be designing your Crystal Report.

1. Go to Database->Set Datasource Location.

2. In the Replace With section, double-click Create New
Connection->ADO.NET (XML).

3. In the ADO.NET (XML) window, in the File Path field, browse to the
.xml file created above, highlight the .xml, click Open, and click
Finish.

4. Highlight the ReportDataSet in the Current Data Source and Replace
With sections, and then click the Update button on the right. Click
Close.

5. Go to Database->Database Expert.

6. On the Data tab, copy the added tables from Available Data Sources
on the left to the Selected Tables on the right. Click OK.

9. On the Links tab, accept the default links or create your own links
between tables and fields. Depending on your needs, these may be inner
or outer joins. Make your changes and click OK.

9. Go to View->Field Explorer. Expand the Database Fields tree. This
will list your tables.fields from the modified Report Data Definition.
Include and arrange the fields as required.

10. Go to File->Save to save your report layout.

11. Close Crystal.





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lauren Hellings
Sent: Friday, November 16, 2007 3:12 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Crystal Report XML Update



My issue is not related to modifying the data def in Vantage. That is
very easy and I have done that several times. The issue is adding tables
to the Crystal Report itself. How do I add tables through the existing
ADO.NET (XML) without adding an ODBC connection to the report?

Thank You,

Lauren L. Hellings

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Patrick
Sent: Thursday, November 15, 2007 2:11 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Crystal Report XML Update


I agree, we just ran into needing to change existing reports and
modifying the data def was really quite easy. There's even a solution
listed in the online Answerbooks on Epicor's epicweb site that describes
how to do it.

It was called CR Modifying a Crystal Report form in V8.xx

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ,
"Paul V. Blais" <pblais@...> wrote:
>
> If you don't have to use ODBC you really shouldn't, both for
performance
> and security reasons. Modifying the data def. really is a piece of
> cake.
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Kersten MacLennan
> Sent: Thursday, November 15, 2007 1:23 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Crystal Report XML Update
>
>
>
> If you add the password to the registry the user won't be prompted for
> it. It is on a workstation by workstation basis
>
>
> Kersten MacLennan
> IT/ERP Analyst
> Semrock, Inc.
> 3625 Buffalo Rd.,
> Suite 6
> Rochester, NY 14624
> 585-594-7009
> 585-594-7095 fax
>
> kmaclennan@... <mailto:kmaclennan%40semrock.com>
>
> The Standard in Optical Filters for Biotech & Analytical
Instrumentation
> More than 100,000 Ion Beam Sputtered filters delivered - extensive
> inventory now!
>
> The information contained in this message and any attachments may be
> privileged, confidential, and protected from disclosure. If the reader
> of this message is not the intended recipient, or any agent
responsible
> for delivering this message to the intended recipient, you are hereby
> notified that any dissemination, distribution, or copying of this
> communication may be unlawful and therefore strictly prohibited. If
you
> received this message in error, please reply to the message and delete
> it. Thank you
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ]
On
> Behalf
> Of Lauren Hellings
> Sent: Thursday, November 15, 2007 10:20 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Crystal Report XML Update
>
> We are trying to update the Traveler in Vantage 8.03.305F. I have done
> the print preview in Vantage of the standard report and opened it in
> Crystal. I need to add several tables to the report. How do I add the
> tables to the current connection of ADO.NET (XML)? I have tried adding
> an ODBC connection, but every time I run the Modified Report, the user
> is prompted for the ODBC password. I know this can be done because we
> had other system reports modified by Epicor before our go live in
July.
>
> Any ideas??
>
> Thank You,
>
> Lauren L. Hellings
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>


[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
We are trying to update the Traveler in Vantage 8.03.305F. I have done
the print preview in Vantage of the standard report and opened it in
Crystal. I need to add several tables to the report. How do I add the
tables to the current connection of ADO.NET (XML)? I have tried adding
an ODBC connection, but every time I run the Modified Report, the user
is prompted for the ODBC password. I know this can be done because we
had other system reports modified by Epicor before our go live in July.

Any ideas??

Thank You,

Lauren L. Hellings





[Non-text portions of this message have been removed]
You have to update the data definition's with the new tables. You can
get a good document from support on this.



Paul



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lauren Hellings
Sent: Thursday, November 15, 2007 10:20 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Crystal Report XML Update



We are trying to update the Traveler in Vantage 8.03.305F. I have done
the print preview in Vantage of the standard report and opened it in
Crystal. I need to add several tables to the report. How do I add the
tables to the current connection of ADO.NET (XML)? I have tried adding
an ODBC connection, but every time I run the Modified Report, the user
is prompted for the ODBC password. I know this can be done because we
had other system reports modified by Epicor before our go live in July.

Any ideas??

Thank You,

Lauren L. Hellings

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
If you add the password to the registry the user won't be prompted for
it. It is on a workstation by workstation basis


Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@...

The Standard in Optical Filters for Biotech & Analytical Instrumentation
More than 100,000 Ion Beam Sputtered filters delivered - extensive
inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you




________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lauren Hellings
Sent: Thursday, November 15, 2007 10:20 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Crystal Report XML Update



We are trying to update the Traveler in Vantage 8.03.305F. I have done
the print preview in Vantage of the standard report and opened it in
Crystal. I need to add several tables to the report. How do I add the
tables to the current connection of ADO.NET (XML)? I have tried adding
an ODBC connection, but every time I run the Modified Report, the user
is prompted for the ODBC password. I know this can be done because we
had other system reports modified by Epicor before our go live in July.

Any ideas??

Thank You,

Lauren L. Hellings

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
If you don't have to use ODBC you really shouldn't, both for performance
and security reasons. Modifying the data def. really is a piece of
cake.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kersten MacLennan
Sent: Thursday, November 15, 2007 1:23 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Crystal Report XML Update



If you add the password to the registry the user won't be prompted for
it. It is on a workstation by workstation basis


Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@... <mailto:kmaclennan%40semrock.com>

The Standard in Optical Filters for Biotech & Analytical Instrumentation
More than 100,000 Ion Beam Sputtered filters delivered - extensive
inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Lauren Hellings
Sent: Thursday, November 15, 2007 10:20 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Crystal Report XML Update

We are trying to update the Traveler in Vantage 8.03.305F. I have done
the print preview in Vantage of the standard report and opened it in
Crystal. I need to add several tables to the report. How do I add the
tables to the current connection of ADO.NET (XML)? I have tried adding
an ODBC connection, but every time I run the Modified Report, the user
is prompted for the ODBC password. I know this can be done because we
had other system reports modified by Epicor before our go live in July.

Any ideas??

Thank You,

Lauren L. Hellings

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
I agree, we just ran into needing to change existing reports and
modifying the data def was really quite easy. There's even a solution
listed in the online Answerbooks on Epicor's epicweb site that describes
how to do it.

It was called CR Modifying a Crystal Report form in V8.xx


--- In vantage@yahoogroups.com, "Paul V. Blais" <pblais@...> wrote:
>
> If you don't have to use ODBC you really shouldn't, both for
performance
> and security reasons. Modifying the data def. really is a piece of
> cake.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Kersten MacLennan
> Sent: Thursday, November 15, 2007 1:23 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Crystal Report XML Update
>
>
>
> If you add the password to the registry the user won't be prompted for
> it. It is on a workstation by workstation basis
>
>
> Kersten MacLennan
> IT/ERP Analyst
> Semrock, Inc.
> 3625 Buffalo Rd.,
> Suite 6
> Rochester, NY 14624
> 585-594-7009
> 585-594-7095 fax
>
> kmaclennan@... <mailto:kmaclennan%40semrock.com>
>
> The Standard in Optical Filters for Biotech & Analytical
Instrumentation
> More than 100,000 Ion Beam Sputtered filters delivered - extensive
> inventory now!
>
> The information contained in this message and any attachments may be
> privileged, confidential, and protected from disclosure. If the reader
> of this message is not the intended recipient, or any agent
responsible
> for delivering this message to the intended recipient, you are hereby
> notified that any dissemination, distribution, or copying of this
> communication may be unlawful and therefore strictly prohibited. If
you
> received this message in error, please reply to the message and delete
> it. Thank you
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ]
On
> Behalf
> Of Lauren Hellings
> Sent: Thursday, November 15, 2007 10:20 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Crystal Report XML Update
>
> We are trying to update the Traveler in Vantage 8.03.305F. I have done
> the print preview in Vantage of the standard report and opened it in
> Crystal. I need to add several tables to the report. How do I add the
> tables to the current connection of ADO.NET (XML)? I have tried adding
> an ODBC connection, but every time I run the Modified Report, the user
> is prompted for the ODBC password. I know this can be done because we
> had other system reports modified by Epicor before our go live in
July.
>
> Any ideas??
>
> Thank You,
>
> Lauren L. Hellings
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
My issue is not related to modifying the data def in Vantage. That is
very easy and I have done that several times. The issue is adding tables
to the Crystal Report itself. How do I add tables through the existing
ADO.NET (XML) without adding an ODBC connection to the report?

Thank You,

Lauren L. Hellings



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Patrick
Sent: Thursday, November 15, 2007 2:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Crystal Report XML Update


I agree, we just ran into needing to change existing reports and
modifying the data def was really quite easy. There's even a solution
listed in the online Answerbooks on Epicor's epicweb site that describes
how to do it.

It was called CR Modifying a Crystal Report form in V8.xx

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Paul V. Blais" <pblais@...> wrote:
>
> If you don't have to use ODBC you really shouldn't, both for
performance
> and security reasons. Modifying the data def. really is a piece of
> cake.
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Kersten MacLennan
> Sent: Thursday, November 15, 2007 1:23 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Crystal Report XML Update
>
>
>
> If you add the password to the registry the user won't be prompted for
> it. It is on a workstation by workstation basis
>
>
> Kersten MacLennan
> IT/ERP Analyst
> Semrock, Inc.
> 3625 Buffalo Rd.,
> Suite 6
> Rochester, NY 14624
> 585-594-7009
> 585-594-7095 fax
>
> kmaclennan@... <mailto:kmaclennan%40semrock.com>
>
> The Standard in Optical Filters for Biotech & Analytical
Instrumentation
> More than 100,000 Ion Beam Sputtered filters delivered - extensive
> inventory now!
>
> The information contained in this message and any attachments may be
> privileged, confidential, and protected from disclosure. If the reader
> of this message is not the intended recipient, or any agent
responsible
> for delivering this message to the intended recipient, you are hereby
> notified that any dissemination, distribution, or copying of this
> communication may be unlawful and therefore strictly prohibited. If
you
> received this message in error, please reply to the message and delete
> it. Thank you
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ]
On
> Behalf
> Of Lauren Hellings
> Sent: Thursday, November 15, 2007 10:20 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Crystal Report XML Update
>
> We are trying to update the Traveler in Vantage 8.03.305F. I have done
> the print preview in Vantage of the standard report and opened it in
> Crystal. I need to add several tables to the report. How do I add the
> tables to the current connection of ADO.NET (XML)? I have tried adding
> an ODBC connection, but every time I run the Modified Report, the user
> is prompted for the ODBC password. I know this can be done because we
> had other system reports modified by Epicor before our go live in
July.
>
> Any ideas??
>
> Thank You,
>
> Lauren L. Hellings
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]