Navarre Report Manager V6
Contents
1. Properties from the sub menu 11 TAKING THE SCHEDULE OUT OF YOUR TIME programming G Navarre V6 Properties Local Computer General Log On Recovery Dependencies Log on as Local System account Allow service to interact with deskto Select This account and enter the domain name and user name into the account box and the password into the password box This account superlogin Browse Password rees ereeeeeeee Confirm password eeeeeeeeecccece Help me configure user account log on options The Local system account can also be used if all the reports and export locations are local to the service module General Log On Recovery Dependencies Service name Display name Navare V6 men PCS Prag Service Wedde shading T Now we have the service module configured you can start niii the service This can be done in one of two ways First is een Teen on the general tab of the properties for the service Help me configure service startup options Service status Stopped Se Se Click the Start to start the service You can specify the start parameters that apply when you start the service from here Start parameters The Second method is through Navarre Report Manager itself If you are logged on as an administrator or started Navarre as an administrator then in the options service the cont2. programming Navarre Report Manager V6 Installation configuration and operation manual Programming TAKING THE SCHEDULE OUT OF YOUR TIME r25 programming About PCS Programming llc PCS programming llc started in 2003 when I Patrick Schafer created a very simple application to process reports mainly because when Crystal 7 was released they removed the ability the compile reports This application version 1 was every basic only emailing PDF s and would only connect to a specific data source I had told a few friends and one thing lead to another made a few changes and started to sell Report Scheduler V2 Now eight years later V6 is released My main focus has always been to make it affordable for everyone to schedule reports You don t need 10 000 dollars worth of software to automate reports Version 6 Navarre Report Manager Navarre Report Manager is the latest Crystal Report automation software from PCS Programming llc Our focus has always been to deliver dependable software that our customers can depend on at a very reasonable price Navarre Report Manager V6 has continued with this tradition New in Version 6 is the addition of a process group This group adds the ability to group reports and job together in to one process greatly improving workflow This totally new application uses the Microsoft Dot Net Framework and is UAC compliant for use in Vista W2K8 and above My Promise
3. DV An example would be Link Start Path to File FileName Link End linkstart serverl1 dir1 dir2 Y filepos 1 linkend Note spaces are added for clarity and must be removed in production This would generate to CLICK HERE FOR FILE You can also add the file name using the DV in front of the link to tell the end user what the link is File Attachmenti01 pdf CLICK HERE FOR FILE If the files are local to the end user you can use the Export Location s at Pos X DV Link Start Path to File and File Name Link End linkstart exportpos 1 linkend Note spaces are added for clarity and must be removed in production The green Mass Distribution variables will display the stored data from the current retrieved record when using the Mass Distribution Module These can be used to store names address ID fields parameter data email address and more Reports TAKING THE SCHEDULE OUT OF YOUR TIME Group ID Group Name Group Description Job ID Job Name Job Description Item ID Item Name Item Description Export ID ShortDate ShortTime Month Day Year Report Name s Report Names s at Pos X Export Location s Export Location s at Pos X File Name s File Name s at Pos X Link Start Link End Mass Distribution V1 Mass Distribution V2 Mass Distribution V3 Mass Distribution V4 Mass Distribution V5 Mass Distribution V6 Mass Distribution V7 Mass Distribution V8 Mass Distribution V9 Mass D
4. Pause for D Reschedule for 5 minute s andretry 3 times rp Add kv Apply VW Save amp Close a IF Job Description hd on g Job Type D Altemate Application Normal Description Statictics Last Processing Time Total Processing Time 0 0 Bulk Distribution Total Number of Runs 0 5 Mass Distribution 25 TAKING THE SCHEDULE OUT OF YOUR TIME 5 progra mming Alternate Application This job type is nothing more than a way to lunch custom export engines or some other application When this type of job is executed it only calls the selected application and then proceeds to the next job in the process group It does not wait for the program to complete or return information as to what happened Job Type Altemate Application Normal Bulk Distribution Mass Distribution Altemate Application Enter command to execute Normal This job type is the default for a new job This type processes a single report to the selected destination with any number exports Bulk Distribution This job type allows for more than one report to be added to a destination type The primary use for this job type is to attach multiple reports exports to a single email Mass Distribution This Job type is most powerful and allows for the connection to an ODBC data source to read and store up to ten pieces of information per record to be used throughout the job to custom forma
5. daily weekly and monthly Daily Besides the daily frequency the only other option for the daily schedule type is the Recurs Every X number of days With the value set at one the process group the run every day of the week If you change the value 3 the process group will run every three days TAKING THE SCHEDULE OUT OF YOUR TIME F es Schedule General V Enabled Name One Time Occurrence Date Thursday May 12 2011 Time 01 02 PM Summary i Occurs once on Thursday May 12 2011 at 1 02 PM Next run date and time 5 12 2011 1 02 00 PM Schedule Type One Time Ending 12 48 PM Ending 12 48 PM D Monthly Schedule Type One sl Daily Frequency Occursonceat 01 02PM Occurs evey 1 Starting 01 02 PM Daily Frequency Occurs onceat 01 02 PM Occurs every 1 5 Hours v Starting 01 02 PM ration Stat Date Thursday May 12 2011 e No End Date End Date Frequency Sg Daily 7 Weekly Daily Recurs Every S Davis 23 programming Weekly TAKING THE SCHEDULE OUT OF YOUR TIME When selecting the weekly schedule type you can individually check the days of the week you want the process group to run With a Recurs Every set to one the group is run every week If you Recurs Every 1 al Week s on V Sunday 1 Monday 7 Tuesday 1 Wednesday 11 Thursday Friday Saturday change the value to two the process group will
6. the application must be launched using run as administrator It will also allow an administrator to set the service modules settings Email The email sections stores all the email accounts that are used throughout Navarre You also have the ability to select a default account The account will be selected by default when creating a new job The user can change it at any time if needed The error account will be used to notify someone that an error has occurred Report groups Report groups are used to group alike reports together During the installation a standard group of Main was created To edit a group double click or right click and select edit You can add as many groups as you need To add a new group right click in the grid and select add FTP Servers The FTP server section allows you to configure any needed FTP servers for export destinations You can store as many as needed Event Log The event log tracks all the activity through the software The amount of detail is determined by the debug level in the global setting which can be found in the database utility All the events are displayed in a standard Crystal viewer which can be printed refreshed and exported as needed In the top left you can clear all events by pressing the Clear All Logged Events button 43
7. 00 EN Export images E Export header and footer Whole Report Number 0 E Use worksheet functions Simplify page headers E Maintain relative object position L Show group outlines The report storage is where all reports are configured This is done so you will only need to enter the connection data once You then can use the report repeatedly throughout Navarre To add a new report to Navarre click on the This will open the report maintenance window To start click the browse button to select the report you wish to store button once you have selected the Report Staorage G Z Report Maintenance Select Report Report Location Scanning Progress 40 programming Navarre will scan the report looking for connections Once completed you can give the report a name and description You also need to assign the report to a group The connections properties tab contains all the connection information for each connection If your report contains more than one connection the next connection button will be available It is highly recommended to preview the report after all the connection information is stored As long as the report can display data at this point without Crystal requesting logon information Navarre will be able to process the report The currently attached tab displays the all the process groups that use the report The report can not be
8. Description Genera Mass Distribution Options Export Via Reports Arch chiving ODBC Connection Auto SQL Mode Manual SQL Mode SQL Query Variable Linking Logging Preview Field Name Field Name Variable 1 ID Variable 6 Variable 2 Name e Variable 7 e Variable 3 Email e Variable 8 e Variable 4 State X Variable 9 X Variable 5 e Variable 10 e Clear Selection aan e Mou E k Job Description General Mass Distribution Options Export Via Reports Archiving ODBC Connection Auto SQL Mode Manual SQL Mode SQL Query Variable Linking Logging Preview This optional step logs the progress in the Navarre database to help in the analysis in tracking records processed V Enable Detail Logging Select the Field name type of event and the value to log Set To Start of Processing 1 Field Name Set To ID e Successful Completion 2 Set To Failed Completion 3 s denge el M E E Job Description General Mass Distribution Options Export Via Reports Archiving ODBC Connection Auto SQL Mode Manual SQL Mode SaL Quen Variable Linking Logging Preview 2 EZ 1278 mhuffm 1295 ted ttl 1379 susan 1493 BrianBa 30 on GH programming Export Via TAKING THE SCHEDULE OUT OF
9. S AS GE dE EE 13 BUIK DIS ERO Hy Vi Le 13 Mass Distribution ee EE 13 BM MS e e EE 14 SU ee 14 PackUp and FE TO EE 14 BACKUP a E E A E ie auf naioed Gna eaR aT 14 De LEE 14 Belle lee E 15 Weill EE 15 Update Import Update e UE 16 Belle 16 Gd ul a taal oncheataslen tates nada avigunsacu aia ahamas a daksan even mdnusdadtausuadineniaacusnendatanosacacteainaaamaucasaausns toa noluetaraniadaaucatatmeee nis 17 Benn 17 Com purer ERINO EE 17 Eeler Es s nuige E 18 TS GTO EE 18 ier E E er eC E A tr RE S 19 Pecaire Vel EE 20 win 20 NEUE POC OSs EE dee 20 SEBES 22 EEN 22 deele WGN EE 24 lee EE 25 PPOR ODIO GE 35 ie EE 39 REDO elen sa rincwsnaterennsunaineriaades Ea Ea aE Er rE 40 SCF EE 42 OPON aeo E E TER E EE E E E 43 ET E T A E A E E E E A E E E TT 43 STOO ee 43 EEN 43 Report O OUDE seroren r A ae rp a oraaa aara E Aa 43 PP SO EE 43 Ey CIE Ea WE 43 TAKING THE SCHEDULE OUT OF YOUR TIME r25 programming Installation When installing Navarre V6 you must first make a few decisions about how to install the software Your first choice you need to make is where the database for Navarre will be setup Navarre uses a SQL Server to store all of its data about what report goes where when and how This database is small and does not require a lot room It most installation is less than 50 MB You can choose any current SQL Server in your network or choose to download and install the free version Express from Microsoft www microsoft
10. YOUR TIME In this section you select how all the attached reports exports will be sent Export To Printer Email Email with Embedded HTML Printer When you choosing to export to a printer you must select which printer and the number of copies you would like Note in most cases the service module will only be able to print to a network or locally attached printer Email When choosing to export by email the normal email To CC BCC subject and body can be used You also need to select the email account Each job can use a different account but only one account can be used Dynamic variables can be used by dragging and dropping them into any of the fields If the job type is a mass distribution job then you can customize the email by using any of the stored variables as shown here File Transfer File Transfer File Transfer with Email Notice E FTP Transfer FTP Transfer with Email Notice Printer ork Accounting Le E Job Description General Mass Distribution Options Export Via Reports Archiving Export To Printer Email File Transfer gt FTP Transfer Email with Embedded HTML File Transfer with Email Notice FTP Transfer with Email Notice To md1 CC Email Account Main Email Account Z Subject Monthly Production Reports Body 22 Available dynamic fields File Name s at Pos X Link Start Link End Mass Distribution V1 M
11. com sql Please see your network administrator before installing You can use SQL Server version 2000 and up but a minimum of 2005 is recommended Once you have chosen your SQL Server you will need an account that will allow the creation of a database Your next decision is where to install the software If this is the first installation this will be where all the reports will be processed All other installation that connects to the same database will be considered clients One thing to keep in mind is that Crystal is not a light weight application and can put a large strain on system resources especially when you select to process more than one report at a time The strain on your reports data source should also be taken into consideration PCS programming does NOT recommend installing Navarre Report Manager directly on a production SQL server Requirements Below is a list of the system requirements for Navarre Report Manager V6 Microsoft Windows XP or greater Microsoft Net Framework 3 5 or greater SAP Crystal Reports 2008 Microsoft SQL Server 2000 or greater 2005 or greater recommended SQL Account with create database permission ee ee TAKING THE SCHEDULE OUT OF YOUR TIME programming Installation Software Now that you have selected your SQL Server and picked where you want to install the software download and run the installation file NavarreRMV6 msi You will see the opening screen as shown below ie Na
12. deleted until all the process groups are deleted or the jobs are changed to use a different report TAKING THE SCHEDULE OUT OF YOUR TIME F Z Report Maintenance Select Report Report Location C Users Patrick Desktop Maintenance Notice mt em Scan Cent WE Report Options Report Name Maintenance Notice Bre x ker General Connection Properties Guer Attached Main Report Default Values Stored Values Server Name PCS PCS Database Name PCS_Programming PCS_Programming Trusted Connection E Trusted User Name es sa Password K A D 4 Report Maintenance ProGrpIDNum Name JobIDNum Job Name ltemIDNum ltem Name gt cust by date 2 103 Main Job 103 Main Report See Kee ka Mea 41 TAKING THE SCHEDULE OUT OF YOUR TIME programming User Maintenance Ever user that connects to the Navarre database is assigned a client ID number Every Client can have a level of Master Administrator Remote Client or Viewer Every client can be locked or unlocked The most common reason for a client to be locked is due to license violation i Navarre Report Manager V6 e e ee _ kale User Maintenance General Info Administrators User ID No 102 Service Module User Name PATRICK_LAPTOP Es Computer Nam
13. group It contains any number of jobs which is a container for an export destination like emailing or file transfer A job also contains any number or reports with each report having any number of exports The below diagram shows the association of the process group to its objects 20 TAKING THE SCHEDULE OUT OF YOUR TIME d programming Process Group 1 main production reports Schedules Type Bulk Export to Email Type Normal Report 1 Export to File Transfer Export 1 Report 1 PDF Report 2 PDF CSV In the above sample process group the group contains two jobs a normal file transfer job and a bulk email job Both of these job types will be covered later What is import at this point is that you see that a process group can hold as many jobs as you need to run at the same time Which you do by setting a schedule or schedules Once one of the scheduled times arrives all the jobs will be processed one at a time by default What you can also see is that a job can hold several reports optional bulk module and that each report can also have several exports Let s look at this in greater detail To start a new process group go to Schedule on the main menu and then ed Group This will open the process group object window click the New Process Group button 21 j a ee D Ys programming General The process group window has three tabs general schedules
14. new Report Group Service Module The service module is the heart of the Enterprise Edition and is the key difference from the Standard Edition This Windows service runs in the background allowing the user to log off and still have the Process Groups continue to run It is also a benefit for when the host computer is restarted due to user initiated restart or power failure It adds a higher level of scheduling power when a large number of Process Groups are scheduled to run at the same time 10 programming TAKING THE SCHEDULE OUT OF YOUR TIME The service module does have some restrictions that are forced onto it from Windows These deal with system resources verses user resources For example a user may have a mapped drive point to a location on a file server where all his or hers reports are stored The user will add a report to Navarre create a Process Group and test all with complete success but when the service module tries to process the group it will fail This is due to the fact that a mapped network drive is a user specific resource If user A has M drive mapped to FileServer Dir1 Dir2 user B can have the same drive M mapped to AppServer Dir1 which is completely different location The problem now is which one should the service use For this reason Navarre RM V6 can not use mapped network drives The same holds true for shared printers Only local or networked printers are available A
15. reports to be attached to a give email High Encryption Module Allows for the encryption of files or attachments up to AES 256 bit aS Update Import Update Request The update request section is used to generate update requests and import authorization files Update requests are primarily used to extend trials When a request is generated it voids all previously generated authorization files which where created using any update request Equally once an authorization file is imported it is also rendered useless Authorization file created for the original purchase are not subject t this rule and always can be imported Import authorization file is used for importing temporary update request original purchase and maintenance authorization files Update Reques Generate File Update Request Import Authorization File Utilities The Utilities tab has a few special utilities that are not available through the application The Configuration Reset utility will remove all you configuration settings and restore your installation to the trial version which will be expired You will need to then generate an update request and contact technical support to extend your trial or reinstall your original authorization file Configuration Reset This utility will destroy all configuration data and reset the installation back to an expired tral All passwords are stored using a private encryption key in the database Each database h
16. then click on the import values tab First select either Static or Dynamic import A static import will import value once only A dynamic import will import values every time the report is processed After you have entered all the required information switch back to the stored values tab and click the Add button If you are using the static import the values will be imported as if you typed them in If you are using the dynamic import the value will be saved as just like a normal dynamic variable as shown here Error Handling TAKING THE SCHEDULE OUT OF YOUR TIME Dynamic Variables Amount A ODBC Import M D F r P bk Report Items a Report Group Default Report Group Report Parameter Display sl le Add Scanning G General Parameters Exports Report Parameters Standard Values Import Values Next Run Date pa Import Type null 5 Disabled Static Import Dynamic Import Month First MothLast ODBC Curdate Normal Please select the DSN to use User Name Password mei navare2 SQL Server kees Date Date Time Number Range String Range Year Table and Field Table Name Field Name Nav_ProGp v ProGpiDNum Mi Record Selection Field Name Condition Filter Value Variable Name a 103 105 None None Adjustment 0 0 Value Variable Name Adjustment Di on vo A
17. File Action View Help a System Tools Task Scheduler L i Event Viewer a Shared Folders Local Users and Groups Performance gy Device Manager 4 Storage f Disk Management 4 C Services and Applications 4 Services ai WMI Control Ly SQL Server Configuratic az ee 8 e el zb abu a n p Computer Management Local ek Name KtmRm for Distrib s LightScribeService s Link Layer Topolo Media Center Exte Microsoft NET Fr Microsoft NET Fr Microsoft NET Fr Microsoft NET Fr Microsoft iSCSI Ini Navarre V6 Description Start the service Used by the Creates a N Allows Med Microsoft Description PCS Programming Service Module scheduling engine Microsoft Microsoft Microsoft Manages In s Microsoft Softwar Manages so Enables rela PCS Progra Multimedia Class ZA Navarre V6 s Net Tcp Port Shari Provides abi Netlogon Network Access P The Networ Network Connecti Manages o Network List Service Identifies th Network Location Collects an Coordinates Maintains a Status Started Started Started Started Startup Type Manual Manual Manual Disabled Disabled Disabled Automatic D Automatic D Manual Manual Automatic Manual Disabled Manual Manual Manual Manual Automatic Right click on the service and choose
18. Since I am a small company my reaction time to correct issues with the software is days not months At the start of the development of this application I found a bug in CR2008 dealing with changing connections at runtime After several days dealing with tech support they confirmed that the problem was there and that a fix now here is the killer would be out in a hot fix in six months A hot fix in six months This is my promise to you I will not take months to fix a bug In most cases I can correct an issue and have an updated set of executables created in 1 to 3 days This is my promise to you to make quality software that you can depend on Comments please Navarre is completely driven by customer s suggestions It is you in the real world needing real solutions It is my job to fill them I can only do this if I hear from you Please do not hesitate to talk to us about any problems or ideas on features you need We need to hear from you It is the only way that we will continue to improve Thanks Patrick C Schafer Owner PCS Programming llc TAKING THE SCHEDULE OUT OF YOUR TIME 5 programming Table of contents Sie 2 TAOS OL COS NS E E A A EE T E E P E A E A E A 3 ipae e a e E E E E T E E E E E T E T E E E A 4 Prea O EE 4 PAUSEN sern anaE EEE E E REE 4 e e ME 5 EE 5 Biet 6 Eu E Orn Lee a a A a E A E E E E E E 9 VUE 9 RODOR EI ele E 9 Sei VCS OC EE 10 ODOM alll elle 12 Service Module Enterprise Edition Testen
19. adjust the export name by dragging and dropping items from the dynamic fields list into the file name box D Report Maintenance Notice Double click to load selected record right click for options On Error H any export fails Continue Fail Report ltem 1 1 Show Record ID Scanning ea Pausefor 5 minute s andretryy 3 times GC r Kan Exports 1 i Export type Arobat Reader PDF Comma Separated Values CSV Text TXT Export name Available dynamic fields Group ID a Job ID Filename Attachment pdf Drag and drop fields into Microsoft Excel XLS Microsoft Exce data only XLS Microsoft Word DOC HTML 4 0 HTML 3 2 Crystal Reports RPT 39 Here we have selected XLS as the export type and can see the optional settings being displayed Report Storage TAKING THE SCHEDULE OUT OF YOUR TIME Available dynamic fields Drag and drop fields into the file name box Filename Attachment xls f E Exports oE je Export typ Arobat Reader PDF Microsoft Excel XLS gt HTML 4 0 Comma Separated Values CSV Microsoft Excel data only XLS 5 gt HTML 3 2 Text TXT Microsoft Word DOC gt Crystal Reports RPT Common Excel options Microsoft Excel data only options E Export object formatting E Maintain column alignment 7 Use constant column width 36
20. ailable The Viewer client is reserved for future use Computer Settings These settings affect any Navarre application that is used on the physical computer 17 TAKING THE SCHEDULE OUT OF YOUR TIME PS programming Save Settings Service Startup Mode Late Jobs 9 Nothing Reschedule Run A Reschedule Service Module Queue Depth Service Module Hang Time min 1 60 Root Archive Folder C Users Patick Desktop test The service startup options has three options that effect how the service module acts when starting up If it is set to nothing the service will start normally and only process on time groups If it is set to reschedule the service will reschedule all late groups and then start processing on time groups If it is set to run and reschedule all late process groups will be processed and then rescheduled The queue depth setting is the number of process groups that Navarre will process at one time Use extreme caution when adjusting this setting as it is like opening the number of Crystal Reports and then refreshing each report all at one time This can put a very large load onto the host computer and or the reports data source In most application the default of one 1 is recommended The hang time setting is the number of minute each process group is allowed to run before the process thread is terminated This is done to keep the list of scheduled process groups running Th
21. and jobs The general tab shown here displays some general information along with the statistics A priority can also be set which dictates which process group will run first if more than one is schedule for the same time Schedule The Schedule tab displays all the schedules for the process group Any number of schedules can be applied To add a new schedule click on the Add Add button This will display the schedule object window TAKING THE SCHEDULE OUT OF YOUR TIME G Process Group Double click to load selected record right click for options 22 programming j fa i b C a R zem There are two main types of schedules One Time and Recurring A one time schedule is processed once and the is disabled so it will not run again A recurring schedule runs on a repeating schedule Select a date and time which you what the process group to run and click the Save amp Close button To create a recurring schedule click the Recurring radio button on the top right Each frequency type allows for a daily frequency which is once the date is reached a process group run at the specified time or will repeat from the starting time to the ending Each frequency type also has a starting and an ending date This make this specific schedule valid for the dates selected There are three different types of recurring schedules
22. as its own unique key This is to keep your passwords secure If at any time you generate a new key you will need to reenter each report that is stored SMTP email accounts and FTP server settings 16 TAKING THE SCHEDULE OUT OF YOUR TIME programming Private Encryption Key A private key is a global encryption key used to safe Create new private key guard your reports passwords if reset all stored password will be need to be reentered The clear events utility will destroy all the stored log events in the database Clear Events This utilityt will remove all the events looged in the Clear ALL logged events Navare Report Managers database Settings The Settings tab controls all the settings for Navarre Report Manager V6 and its related modules User Settings These settings control the user interface for the user Each user will have their own settings Client Mode This setting controls the way the user joins the database Currently there is 4 types of user accounts Master Administrator Remote Client and Viewer Client With the client mode off the user will try to join as the master The master is the main administrator of the system and is the first user to join With the client mode on the user will join as either an administrator or a remote client An administrator has the same options available as the master and must be promoted from a remote client by the master The remote client does not have the option av
23. ass Distribution V3 SS Drag and drop fields where needed Attached are the monthly production reports HTML E Show Record ID v Apply lcd Save amp Close 31 programming This export type allows for the transferring of export from the processing computer to any other computer as long as the service or workstation has the appropriate permissions Note NEVER use a mapped network drive to specify a location If used a test using the currently logged on user may run just fine and the service will fail This is because a mapped drive is a user resource and NOT a system resource You only need to select the final directory the names of the files will be assigned in the exports FTP After choosing FTP File transfer you must next select the FTP server you with to use which are configured in the options off the main menu You also have the ability to specify an addition path you add on to the preconfigured path for the FTP server So if the configuration for the server has a path of www home reports you may want to put production monthly in the addition path to place all of the reports in this job into the final directory You also can use the dynamic variables in the path as well Email with Embedded HTML TAKING THE SCHEDULE OUT OF YOUR TIME E Job Description SS a Ger pas Epot To P Printer gt Email File Transfer File Transfer Export
24. bedded they will be displayed in the parameters tab in the left pane Note all parameters MUST have some value attached Just because your report may accept no value ora default value does not mean that they can be skipped The Crystal engine will not accept the non answer and will cause the Navarre Export engine to hang while it waits for an answer Please enter a value or use one of the dynamic variables Once you click on a parameter name the screen will adjust to the type of parameter Here a discrete parameter is being used The top portion of the standard values screen displays some general information about the parameter At this point you have two basic options First you can add a static value into the value box or secondly select a dynamic variable from the dropdown box In some cases you can add an amount to the variable This is used to adjust the calculation For instance if you select current date with a 2 in the amount it would adjust the dated generated by 2 days But if you used a Mass distribution variable with a 5 in the amount it would have no effect and is just ignored Once you have entered or selected your value click the Add button to store the value To edit a stored value double click on the value in grid this will repopulate the upper portion allowing the user to make changes and then save or delete the stored value You might also notice that a value is calculated when using most dynam
25. ding No User settings were found I will attempt to create them now with the default information Connection to the server could not be made Please correct by pressing the change button TAKING THE SCHEDULE OUT OF YOUR TIME To finish the installation click the Close button After the installation completes you first need to open the Database Utility to connect to your selected SQL server and then create a database On the first opening of the Database Utility the software will need to create the systems public settings The same for the system user settings The connection error is normal on the first use simply click the OK button TAKING THE SCHEDULE OUT OF YOUR TIME programming Make a backup of the database before running any utility Backup amp Restore Configuration pe 1 Settings SQL Script ee Note All locations are local to the SQL server Restore File Location S With the Database Utility open click the eee Change Settings button in the lower left in pee the Database Connection Information group Sx Make a backup of the database before running any utility SQL Server Name Backup amp Restore Configuration 1 te Settings SQL Sc eet Note All locations are local to the SQL server This will unlock the Server User Name Backup Location Fald Password and Database Name fields Enter 8 eto ri
26. directory location Email with Embedded HTML File Transfer with Email Notice gt FTP Transfer FTP Transfer with Email Notice server34 MasterDIR Sub 1 Note Always use a UNC path to specify an export location E Show Record ID E Overwrite Existing File Available dynamic fields Drag and drop fields where needed scion KE Job Description General Export Via Reports Archiving FTP Transfer with Email Notice Export To gt Printer Email File Transfer FTP Transfer Email with Embedded HTML File Transfer with Email Notice FTP FTP Server Additional Path MainFTPServer sl Emport Available dynamic fields Job Description x Drag and drop fields where needed 32 programming This export type takes the report and embeds the HTML output directly into the body of the email The only restriction is that only one report can be attached to the job This be because of the way in which Crystal formats the HYML code You can also select the version of HTML you wish to use You then can populate the email fields in the Same way in which you would normally do File Transfer with Email Notice This export type in a combination of email and file transfers First all the exports are sent to the file destination and then an email is sent to notify a user of the export Using dynamic variables you can show the recipient what f
27. e Client Type Change User Process Groups Status Next RunDate Priority ID No Name Description 104 Normal cust by date 2 5 15 2011 12 52 PM 5 105 Normal Dymanic Import 3 5 15 2011 10 45 PM 5 106 Normal test parm 4 5 15 2011 11 39 AM 5 SE 107 Normal 13 test 5 5 15 2011 9 57PM 5 Schedule Transfer To Z Report Storage New User X Transfer Groups User Maintenance Zi Options Software Level Trial ENTERPRISE Expires 6 6 2011 Version 6 Patch 1 Build 5 Client Type Master Copyright PCS Programming LLC MMXI Client Types Master Is the first client to join the database and has all the option available Administrator Is the same as the master Is promoted by the master to administrate the system Remote Client Can manage there own list of process groups which is processed by the service Viewer Reserved for future use You can change a client from one type to another by selecting the client in the tree view then by clicking the change button Select the desired type and click the save button 42 programming TAKING THE SCHEDULE OUT OF YOUR TIME r25 General This sections displays the current software configuration and the location of the temporary directory where all exports are created be for the destination is processed Service This section displays the status of the service module This is only available is the current user is an administrator and if UAC is enabled
28. e Leaatm S the correct information for your SQL Server The standard database is NavRMV6 and is recommended Scanning E Overwright Database WITH REPLACE Use original data file location Move orginal data file location WITH MOVE Navarre Report Manager V o e xg Database Connection Information Make a backup of the database before running any utility SQL Server Name Backup amp Restore Configuration per Settings SQLScript Import Local Note All locations are local to the SQL server s Clicking Save Settings will connect to the SE l SQL Server and will test to see if the database is present If the database is not present you will be prompted to create the m eg database Click Yes to create the Gens Move orginal data fle location WITH MOVE database Restore File Location The database entered was not found Do you wish to create it a Te Re Le ex Make a backup of the database before running any utility SQL Server Name Backup amp Restore Configuration Utiities Settings SQL Script Import Local Database Connection Infomation Note All locations are local to the SQL server After creating the database you will be prompted to create the tables within the database Click Yes jatabase infor andard tables in the selected database Y
29. e application Backup and Restore tab Configuration tab Utilities tab Settings tab a User settings b Computer settings c Global settings 6 SQL Script tap 7 Import tap ae ES The SQL connection was covered earlier and will not be covered here so let s look at each one of the remaining sections Backup and Restore Backup Backing up the database in VERY important and should be done routinely The database utility makes it very easy to do Start by selecting a location for the backup Note that any backup and restore operations are commands sent to the SQL Server so paths are local to the server and may be different than those of the database utility After selecting a path and filename an extension of bak is recommended click on the Start Backup button Make a backup of the database before running any utility Backup amp Restore Configuration Utilities Settings SQL Script Import Note All locations are local to the SQL server Restore Restoring a database should be done with caution as it is destructive to the current database Please see your database administrator before attempting any restore 14 TAKING THE SCHEDULE OUT OF YOUR TIME 5 progra mming You start by selecting your SQL backup file Restore File Location If the backup file was created on a different server or used a different database name you will need to select the With Move option 5 Us
30. e archive root folder is the location where process groups will be archived if it is enabled Global Settings These settings control any Navarre application that is connected to the database Debug Level Save Settings Ci Low Medium High OMG The debug level setting controls how much data is transferred into the event log from the processing of groups SQL Script Running any SQL script should be with caution as they can not be undone For this reason you should make a full backup first A script and be type in manually in the window or be loaded using the Load Script button In either case pressing the Execute Script button will start the processing 18 d Ki e i O TAKING THE SCHEDULE OUT OF YOUR TIME ming Again any changes can MOT be undone unless you have a backup Import The import tab is used to import data from version 5 patch 15 databases Importing data does not change the version 5 database but converts the data and inserts into the currently connected version 6 database The first step is to connect to the version 5 data source Source Database SOL Server Name User Name Password Enter the SQL server name and the SQL logon information and click on the Connect button Once connected to the version 5 data source you will be able to enter the database name Database Information Database Name If the selected database qualifies for upgrading the Start C
31. e original data file location Move orginal data file location WITH MOVE With Move Options Data File Location Log File Location You will need to specify the current data file name mdf and the current log file name ldf If the database you are restoring used a different database name other than the current one that is use you will need to select the With Replace Overwright Database WITH REPLACE Configuration Modules Status This tab displays the current options that are enabled Curent Configuration Authorization Status Trial Mode Software Mode Serial Number Service Module Maintenance Date Mass Distribution Company Name Bulk Distribution Trial Expration Date 6 6 2011 Encryption Module The left section shows the trial status and registration information The right side displays the optional modules that are enabled A brief description of each module 1 Software mode Basic Standard Enterprise are the three levels of options within the software that are available The Enterprise is the same as the Standard with the service module enables There is no difference in features between the two 2 Service Module Provides the Standard edition with the ability to process jobs via a Windows service 15 TAKING THE SCHEDULE OUT OF YOUR TIME 5 progra mming 3 Mass Distribution Module Dynamically processes reports based of an ODBC data source Bulk Distribution Module Allows multiple
32. es No Restore File Loc Soen not find the database inf ee Do you wish to create all the Kb H Use pop Se Move orginal data file location WITH MOVE programming Note All locations are local to the SQL server Backup Location Use original data file gt Move orginal data file location WITH MOVE TAKING THE SCHEDULE OUT OF YOUR TIME With the successful creation of the database and tables the setup of the database connection is complete and you can now open Navarre Report Manager V6 rs TAKING THE SCHEDULE OUT OF YOUR TIME programming System Configuration This section is a quick list of system configuration setting to get your installation running ee One of the most popular report delivery methods is via email Navarre has the ability to use any number of email accounts These are configured in Options Email To add a new email account click on the Add button Add the appropriate information to connect etre your email server Be sure our executables mmm 1 mme NavarreSM exe and Navarre RMV6 exe are entered in your firewall and or anti virus email allow list If not Navarre my not be able to send email If the test file is rejected ia immediately your local system maybe tem blocking Navarre Please see your network oi administrator for assistants Click Save to store the settings Once you have all your e
33. ic variables This is normal and is not static This value reevaluated each time the report is processed When a range parameter is selected the screen changes to allow the range start and range end values Any combination of static or dynamic values can be added GE TAKING THE SCHEDULE OUT OF YOUR TIME Ta i Report Items Report Group Default Report Group H Report Maintenance Notice D ar Add Scanning General Parameters Exports leg TTT Field Prompt Enter CustID Multiple Values Prompt Type Data Type False Discrete CRNumber Discrete Value Report Parameters Standard Values Import Values CustID Field Prompt Enter Cust D Multiple Values Prompt Type Data Type Discrete CR CRNumber Discrete Value Dynamic Variables Amount None sl 0 Enter Value v Value Variable Name Adjustment w Add Value Variable Name Adjustment Range Start Range End Dynamic Variables Amount Dynamic Variables Amount None sl o None a o Enter Value Enter Value 7 Include 7 Include ial Value v Value T No Lower Amount No Upper Amount 37 lt Ge 4 programming If you have selected parameter that allows for multiple values to be added the import tab will allow the importing of static or dynamic list of values from an ODBC data source To start select ODBC Import from the dynamic variable list and
34. ield where exported and where to find them This will be covered later in detail FTP Transfer with Email Notice This export type also combines the email but is add FTP transfer First files are transferred to the FTP server and an email is sent to notify a user of the export Again you can use dynamic variables to inform the recipients of the transfer TAKING THE SCHEDULE OUT OF YOUR TIME E IF Job Description a General Export Via Reports Archiving Export To 5 Printer 5 Email File Transfer FTP Transfer Email with Embedded HTML File Transfer with Email Notice FTP Transfer with Email Notice Embedded HTML Options HTML3 2 C Attach Images HTML 4 0 Email To Email Account Main Email Account ei CE BCC Subject Body Available dynamic fields Group ID Group Name Group Description Job ID Job Name Job Description o Drag and drop fields where needed Sein Km Heng Le IE Job Description General Export Via Reports Archiving Export To D Printer gt Email Email with Embedded HTML File Transfer Export directory location server34 MasterDIR Sub 1 Note Always use a UNC path to specify an export location File Transfer File Transfer with Email Notice FTP Transfer FTP Transfer with Email Notice end E Overwrite Existing File Email To patrick Email Account Main Email Accoun
35. imple query entered Once the button is pressed to execute the command you can switch tabs to select which fields to store for later use Le E Job Description m General Mass Distribution Options Export Via Reports Archiving ODBC Connection Auto SQL Mode Manual SQL Mode SELECT ID Email Name State FROM Customer WHERE state OH E Show Record ID s 29 programming The Variable Linking tab allows you to store up to ten fields which then can be used later in the job The most common use is to apply to a parameter to create a unique report for the given record or to customize an email message This next section Logging if enabled allows the tacking of which records were processed which were completed and which records failed This information is stored in a special table in Navarre s database Nav_ProGrp_Job_MassLog You can then create another job to report on this outcome The preview tab shows the SQL statement as generated by the previous tabs It also displays the records that currently are returned by the SQL script If the job was to run right now all attached report items would then be processed for each record shown TAKING THE SCHEDULE OUT OF YOUR TIME P ke E E Job
36. istribution V10 The reports tab of the jobs object is where you add report objects that you have already added to the report storage shown below More detail about this later in the chapter 34 TAKING THE SCHEDULE OUT OF YOUR TIME programming Reports tems Double click to load selected record right click for options You can also add other files to the job using the additional file section shown below Add File Add DIR You can either select a specific file to add or select entire directory Error Handling Error handling is done using the below section F any report fails Continue Fail Job Pause for E minute s and retry 3 times These setting pertain to any report object that is attached to the job You can select to Continue which will let the next report object process if a report fails You can select Fail which will not let any other report be processed if an error occurs and will not process the export type Last you can choose Pause this will make the export engine sleep for the time specified and then retry until the retry amount has been reached During this time no other report object will be processed Other process groups may continue being processed if the queue depth is set high enough to allow another process in Archive This tab allows all exports to be saved in a predetermined directory which is set using the database utility Any export created in this job will be saved to this di
37. ll ODEC setting should also be installed into the system section of the data sources administrator and not have any mapped drives used There is no more notable difference to note when processing reports through the service module and that is security Since most report processing deals with using some other resource from another computer like a file server where reports are stored or reports are exported to The service module will need to have permissions on the external resource This is often the cause of a report failing This will be covered in more detail later in the chapter To recap the three main differences in processing reports with the service module are 1 No mapped network drives used in either the report location export location or ODEC settings 2 Configure ODBC settings as a system resource 3 Apply the appropriate security for service In most installations the service module will need to have some security applied to it so it has permission to go and get reports that maybe stored on another computer on your network or need to export to a file server The service module will need permission to do this By default the service was installed with the installation of the software but with no permissions To give the service module permission you must use the Windows computer management console or the services applet in the administrative tools First find Navarre V6 in the service list seen here 3 Computer Mana
38. mail accounts entered you can select a default email and on error account The default account is the one that will be shown automatically in the Job which you can always change to any other account if you choose The on error account is where error notices are sent when a process group has issues processing reports Report Groups programming TAKING THE SCHEDULE OUT OF YOUR TIME Report groups are logical groupings of reports like Sales Production Invoicing and etc Reports can be but into groups so end users can more easily find the reports their looking for when creating jobs By default Navarre has a standard group called Main The group is not mandatory and can be deleted if you desire but a group of some kind is needed To add a new group go to Options Report Groups Genel Name Description Public Display Gees gt Main Default Report Group 0 zg Add aA Edit R Dete EWU EJE Ee r a Report Groups E EE Lo Group Name Production Description Main Production Reports Group Public Group Start by right clicking in the grid area and select Add from the pop menu After the Report Groups dialog box appears Fill in the Name and Description The Public Group currently is not being used but in the future will determine which groups are hidden from remote admin clients Click Save to store the
39. ntinue will let all the other jobs be processed When complete the process group will be rescheduled as normal Fail will stop all the other jobs from being processed It also does not reschedule the process group requiring a user to intervene to correct the issue and reschedule the process group Pause will make the export engine sleep for the specified time During this time no other process group or job will be processed Reschedule will reschedule the process group for the specified time allowing other process groups to be run When the new time is reached the entire group will be rerun Jobs La zm Process Group General Schedules Jobs Back at the process group window clicking on the Jobs tab show the screen to the right Here is where we add jobs to a process group If you remember a job is a destination like email or file transfer So lets start by adding a new job to our process group by clicking the upper right Add button This will open the Jobs windows General Your first decision when creating a new job is what kind of a job A job can be one of four types Alternate Application Normal Bulk Distribution and Mass distribution This selection determines how the reports are processed Double click to load selected record right click for options On Error if any job fails Reports Items Double click to load selected record right click for options E Show Record ID
40. o log Start of Processing Field Name I ID v Successful Completion Failed Completion This optional step logs the progress in the Navare database to help in the analysis in tracking records processed Clear All Events Set To 1 Set To 2 Set To 3 28 programming The preview tab shows the SQL statement as generated by the previous tabs It also displays the records that currently are returned by the SQL script If the job was to run right now all attached report items would then be processed for each record shown Manual SQL Mode TAKING THE SCHEDULE OUT OF YOUR TIME E E Job Description e Current SQL SELECT ID Name Email FROM ustomer NHERE State OH General Mass Distribution Options Export Via Reports Archiving ODBC Connection Auto SQL Mode Manual SQL Mode Table Selection Record Selection Variable Linking Logging Preview State JOR mhuffman ted ttlca susan t BrianBarr E Show Record ID While auto mode walks you through the process of building the SQL query when using manual mode you the user enters the query Again we need to stress this interface is not designed for a complex select statement no nested queries can be used You are still only able to have one table entered Here we have a s
41. onnection to an ODBC data source to read and store up to ten pieces of information per record to be used throughout the job to custom format an email message and or apply to parameters All reports that are attached to the job will then be run for each record returned So if your connection returns 15 records and there is a single report item the report will be processed 15 times If there are 5 reports attached each report will also be processed 15 times for a total of 75 exports assuming each report only has one export This comes in handy when creating a job to handle customer statements or late notices anywhere you need to have the same report sent to a dynamic list of recipients If you have stored a record ID such as a customer or Salesman number you can link it to a parameter on the report to give a unique report to each recipient Note This module only connects to a single table or view No linking of tables is allowed tn Navarre It was indented to be used with a SQL view where you can use the power of the SQL server to return the data to a single table 13 TAKING THE SCHEDULE OUT OF YOUR TIME rs programming Database Utility Overview The database utility s main function is to manage the connection to the SQL Server where the database for ALL the Navarre applications is stored It also manages all the configuration settings The utility is separated into 7 main sections The SQL connection on the left side of th
42. onversion button will be enabled Clicking it will start the importing of data into the current V6 database All reports will be imported into a special group call V5 Imported Reports Please note that due to the difference in the way passwords are applied in version 5 to version 6 you must edit each report and re enter the logon information 19 TAKING THE SCHEDULE OUT OF YOUR TIME rs programming User Interface Navarre Report Manager e new user interface uses an outlook style tool bar with 5 main groups gt C Normal 13 test 5 Normal cust by date 2 H Normal customer info 1 Home Schedule Report Storage User Maintenance Options These groups are lock or unlocked depending on the client level of the user Late Process Groups Status Name Description NetR gt j Normal test parm 4 Software Level Trial ENTERPRISE Expires 6 6 2011 Version 6 Patch 1 Build 5 Client Type Home Schedule Report Storage User Maintenance Options Pp Master XX XX Remote Admin X o III S O y itf X KK S S oo Viewer zl S O Home NN The Home screen is the opening screen for the application It shows the current web content from our website It will display information about updates tips and other relevant information Schedule Process Group A process group is the top level of grouping of jobs reports and exports Each process group has any number of schedules attached to the
43. pply cd Save amp Close Error handling is done using the below section for all exports that are added to the report item 38 5 progra mming On Eror F any report fails Continue Fail Job Pause for 5 minute s and retry 3 TAKING THE SCHEDULE OUT OF YOUR TIME times These setting pertain to any export object that is attached to the report item You can select to Continue which will let the next export object process if an export fails You can select Fail which will not let any other export be processed if an error occurs Last you can choose Pause this will make the export engine sleep for the time specified and then retry until the retry amount has been reached during this time no other export objects will be processed Exports An export is the definition of the file that will be generated by Crystal You can add as many as you wish and all will be processed by the job when completed to its final destination To add an export to a report item click on the exports tab This screen will show all the currently saved exports Click on the Add to launch the export object window The main focus of this screen is to define what types of files to generate when processing the report Currently Navarre supports creating PDF XLS XLS Data only CVS TXT DOC RPT HTML 3 2 amp 4 0 Several export types have optional settings which will be displayed when selected You can also
44. rectory Report Object A report object is the container for a report and all exports Here you can attach as many reports to a job as is required Remember all report exports are sent the same way per the job description 35 programming To add a report item to a job simply click the button from the job description To add a report you must first have configured it in the report storage You need to you can add it on the fly using the E Adi button Once a report is selected it is scanned for parameters After selecting a report you can give report a name and description The stats are also displayed but will be blank when adding a new report item Parameters TAKING THE SCHEDULE OUT OF YOUR TIME P D Reports tems Report Items General Epot Via Reports archiving Double click to load selected record right click for options i IT Show Group Default Report Group x Record ID Ve Apply NM Save amp Close P i Report Items nl Report Group Default Report Group Repot Maintenance Notice Scanning E Show Record ID General Parameters Exports Name Description Statictics Last Processing Time dea Total Processing Time Total Number of Runs 0 0 ae Apply kl Save amp cose Save amp Close 36 programming If the selected report has any parameters im
45. rol panel is available to control the service Software Level Trial ENTERPRISE Expires 6 6 2011 Version 6 Patch 1 Build 5 Client Type Master Optional Modules Currently Navarre has three optional modules The first of which was just covered the Service Module Bulk Distribution and Mass Distribution 12 TAKING THE SCHEDULE OUT OF YOUR TIME rs programming Service Module Enterprise Edition This module processes the current schedule of process groups all in the background using a windows service This service can run with out a user starting it or even being logged in It can be configured to start automatically with the workstation Once the service starts it can be configured to process all late jobs or reschedule them This will keep all your jobs running in case of power outage or system maintenance It also has the ability to run up to 20 process groups at one time The service module has a more advanced schedule engine that will go back and run any missed group while it was busy running other groups when the queue was full Bulk Distribution Module This module adds the ability to add multiple reports to a single job allowing you to attach as many exports to a single email as you like With out this module you would have to create a job for each report and then the user would receive several emails each with a single attachment Mass Distribution Module This Job type is most powerful and allows for the c
46. run every other week on the selected days Monthly When selecting the monthly schedule type there is two options on the Day and on The types Selecting day will allow you to set the specific day of the month you wish to have the process group run If you select the 31 and the current month only has 28 days the process group will run on the last day of the month Selecting The monthly schedule type will allow you to select a certain day of the month like the first weekday or the third Thursday of the month And again as with the other schedule types you can select an increment of X number of months to skip months Error Handling Monthly of every 1 Month s The First Sunday Monthhy Day EN EI The Second Monday Daily Frequency Third Tuesday ep Forth Wednesday eee Laat Thursday i Friday Occurs every 1 Houris Saturday 0 Weekday Weekend Day Duration Day of every 1 Month s Before we start talking about jobs lets look at the error handling first because this can change the way in which you design your jobs Below is the section that deals with error handling when a job is being processed 24 TAKING THE SCHEDULE OUT OF YOUR TIME 5 programming On Eror l Pause for l F any job fails Continue Fail Process Group Reschedule for 2 minutefs and rety 3 times There four main ways to deal with errors Continue Fail Pause or Reschedule Co
47. stored in a special table in Navarre s database Nav_ProGrp_Job_MassLog You can then create another job to report on this outcome TAKING THE SCHEDULE OUT OF YOUR TIME E Job Description wm emm emeng General Mass Distribution Options Export Via Reports Archiving ODBC Connection Auto SQL Mode Manual SQL Mode Table Selection Record Selection Variable Linking Logging Preview UE SSES LEE a5 Field Name Condition Filter State sl je sl op l E E Job Description me e e General Mass Distribution Options Export Via Reports Archiving ODBC Connection Auto SQL Mode Manual SOL Mode Table Selection Record Selection Variable Linking Logging Preview Field Name Field Name Variable 1 1D 5 Variable 6 X Variable 2 Name z Variable 7 x Variable 3 Email M Variable 8 z Variable 4 State ae Variable 9 Z V Variable 5 X Variable 10 e Clear Selection nenn Ee E E Job Description a General Mass Distribution Options Export Via Reports Archiving ODBC Connection Auto SQL Mode Manual SQL Mode Table Selection Record Selection Variable Linking Logging Preview V Enable Detail Logging Select the Field name type of event and the value t
48. t Ra ce BCC Subject Monthly production reports Body Available dynamic fields Group ID HTML Group Name Gi Group Description a ob ID Job Name Job Description SS Drag and drop fields where needed Show GE ze App lcd Save amp Close P E Job Description Subject Monthly production reports Body HTML FI General Export Via Repons Archiving Export To gt Printer Email D File Transfer FTP Transfer D Email with Embedded HTML File Transfer with Email Notice FTE Trensfer with Email Notice FTP FTP Server Additional Path MainF TP Server sl Epot Email To patrick Email Account Main Email Account e cc BCC Available dynamic fields Group ID Drag and drop fields where needed E Show Record ID EEN 33 pp ore programming Dynamic Variables Dynamic variables DV are special codes that get reevaluated each time a job is processed By dragging and dropping them into an email you can easily customize the message Most of the ones listed in blue are self explanatory but others need to be explained The hardest ones to explain are the ones in red dealing with links to flies generated This is because a web or FTP server by be local to the software but no to the end user receiving To account for this you must start by using the link start DV and then specify the location of the file and the name then close the link using the link end
49. t an email message and or apply to parameters All reports that are attached to the job will then be run for each record returned So if your connection returns 15 records and there is a single report item the report will be processed 15 times If there are 5 reports attached each report will also be processed 15 times for a total of 75 exports assuming each report only has one export This comes in handy when creating a job to handle customer statements or late notices anywhere you need to have the same report sent to a dynamic list of recipients If you have stored a record ID such as a customer or Salesman number you can link it to a parameter on the report to give a unique report to each recipient Note This module only connects to a single table or view No linking of tables is allowed tn Navarre It was indented to be used with a SQL view where you can use the power of the SQL server to return the data to a single table General Mass Disinbution Options Exp Once selected the mass distribution tab is shown This tab allow for the user to store the special data required for the ODBC connection 26 TAKING THE SCHEDULE OUT OF YOUR TIME E IF Job Description ODBC Connection Auto SQL Mode Manual SQL Mode Please select the DSN name you wish to retrieve the list of ID to process The first section is the ODBC Connection tab e This is where you make the connection to the SH data so
50. urce NOTE Any DSN name should be configured as a system DSN so the service module will be able to connect as well Once connected to the data source you have two options Manual SQL Mode The first is the Auto SQL Mode In this mode you select the table and fields from a list and apply filters to the results The second option is the Manual SQL Mode Here you manually enter the SQL statement directly into the user interface Auto SQL Mode SS we we 7 we O Te Job Description General Mass Distribution Options Export Via Reports Archiving ODBC Connection Auto SQL Mode Manual SQL Mode Table Selection Record Selection Variable Linking Logging Preview ire eege In the auto SQL mode the first selection you make is the table d E Show Record ID PS gem D 27 Once the table is selected you can apply up to four filters using the record selection tab This allows you to filter the records from the table The Variable Linking tab allows you to store up to ten fields which then can be used later in the job The most common use is to apply to a parameter to create a unique report for the given record or to customize an email message This next section Logging if enabled allows the tacking of which records were processed which were completed and which records failed This information is
51. varre Report Manager Select Installation Folder The installer will install Navarre Report Manager to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse After you choose where to install Navarre or Folder j j j n r c Program Files PCS Programming Navarre VB a g ree WI th the d ge u It d l eeng ry cl ick N ext O proceed Install Navarre Report Manager for yourself or for anyone who uses this computer Everyone Just me ie Navarre Report Manager Confirm Installation The installer is ready to install Navarre Report Manager on your computer Click Nest to start the installation To start the installation click Next programming i Navarre Report Manager Installation Complete Navarre Report Manager has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework Close Database xI MSN Explorer Windows Media Play CS Progamming r EENEG i 7 Database Utility T Startu Navarre RM V6 Ki Windows Messenger internet Explorer Cal Tour Windows XP A IUtIOOK EXpress Q Windows Movie Make s Remote Assistance windows Media Player Ki Windows Messenger CS Log Off g Turn Off Computer Error Loading No Public settings were found I will attempt to create them now with the default information Error Loa
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