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Report Librarian User`s Manual

1. right Check the box to allow the User ID full access to all parts of the system including the ability to add new User IDs change User ID rights Clean Databases etc Edit User Detail Every user has access to this Maintenance Menu option but non administrators can ac cess only their own User ID Only administrators have rights to change users rights E Librarian User Detail User ID nan Password First Middle Last User Name User Default Report Order Default Drive Letter F Alpha by Re po ttname GHande Gyher ot Catalog entries D Date last modified Report name Ja Ghenge neron Catalon entries Report IC n PROU JV vew others catalog entries 0 Owner ID Report name hl Master table name Report n ame Ef R UserID has Administratorridhts Edit Close R amp R V10 0 Page 12 R amp R Report Librarian User Manual Controls for Edit User Detail Screen The entire window may be moved around the background by clicking and holding the window title bar The window must be closed to view any former window or menu In every case the detail screen first presented is for the current User ID While NOT editing Next Previous These buttons will take you to the next or previous User ID in alphabetical order by User ID Buttons will go gray when the first or last record in the list is reached For User IDs without Administator rights these buttons are disabled Remove This button wi
2. Librarian also catalogs information about the relations between tables Each report may have none one or multiple relations between the Master Table and other tables or from one related table to another The Master Table and associated information is saved with the main Catalog record Within each R amp R report any table referenced including the Master Table has a unique alias name so that the same table or two files with the same table name can exist in the report with a unique identity It is the aliases which identify the table through R amp R and librarian as referenced in formulas fields and so forth Each relation creates one record in a separate Librarian table RPTABLES DBF See the Data Dictionary section for details The complete list of related tables specified for the report is presented in the Related Tables Summary grid The grid contents and headings vary depending on whether the report selected is an xBase or SQL report E Related Tables Summary xBase x Report Name Basic Columnar Report rrw Report ID iNs3680591 Related Alias Related Tabie Linking Field__ Linking Alias Join Type maten Fai ASE RRCUSTDBF CUSTNO_ __ RRORDERS jE M P RRITEMS __ RRITEMS DBF _ ORDNO __ RRORDERS RRPRICES__ RRPRICES DBF___ PRODUCT_NO RRITEMS F CSS So o To E F ko k DO A c as S a E OOO E E i Help Details Close Related Table Grid Controls The entire window may
3. in separate R amp R Runtime windows Within the print preview window the controls are standard R amp R page preview and print buttons Details Click this button to present the Report Detail screen for the Catalog entry selected in the grid If no entries are in the Catalog it will be gray Relations Click this button to present the Related Table Summary grid screen for the selected Catalog entry Fields Click this button to present the Field Summary grid screen for the selected Catalog entry Launch Click this button to load the selected report to the R amp R Report Designer Librarian will determine which Report Designer to open xBase or SQL based on the report platform that is automatically designed when the catalog entry is created This opens a separate Window from Librarian and one can move freely between them If Librarian cannot find the report in the drive and directory saved with the report it will check the same directory for the current User ID s default drive see Edit User Detail help for more information to locate the report If found a message will indicate that Librarian will use that report instead If saved this new report s drive designations will override THE SELECTED CATALOG ENTRY but not for any other Catalog entries that share the same Report ID serial If Librarian still cannot find the report it will return a message that the report cannot be found and the attempt is abandoned O
4. private Librarian catalogs in addition to a shared Librarian on a network installation Since each installation of R amp R whether on a network or local workstation creates its own Librarian and set of data tables a user could have access to both Catalogs the private local and shared The two Catalog will NOT share data and only the one from which R amp R is launched will be updated Reinstallation and Backing Up From time to time it may become necessary to reinstall R amp R due to the license file becoming damaged errors on the disk and similar circumstances If reinstalling to the same directory R amp R V10 0 will simply overwrite all of Librarian s files including the Catalog and User ID files This is not a good thing since the Catalog would probably contain much critical information If you wish to install to the same directories folders as the original R amp R V9 0 installation save the following Librarian files to a safe place first REPORTS DBF CDX FPT Main Librarian Catalog data file index and memo files RPTABLES DBF CDX Related Tables data file and index RPTFIELD DBF CDX Report Fields data file and index OWNERS DBF CDX User IDs data file and index After reinstallation copy these files back to the RL folder and the data will be restored If R amp R is reinstalled to a new directory these data files can be copied from the old RL folder to the new RL folder Installation or reinstallation
5. reached Edit This button will deactivate the Next Previous buttons and change the legends to Save and Revert for the Edit and Close buttons Also activated will be the controls to reassign the ownership of the current Catalog record Close This button will exit the screen and return to the Full Catalog Entries grid While editing Save This button will store the changes made to the owner Owner assignment R amp R V10 0 Page 16 R amp R Report Librarian User Manual controls will disappear and the newly assigned owner will appear in the designated box Revert This button will leave the owner assignment unchanged Assign to GLOBAL Checking the box will gray the list of User IDs and change the Catalog entry owner to GLOBAL which is not a valid User ID Unchecking the box will reactivate the User ID list box If the owner assigned to the Catalog entry is GLOBAL the box is checked as the default and must be unchecked to assign it to another user User ID List Box Click the tab on the right to select from a list of User IDs to reassign ownership of the current Catalog entry Initially enabled if the owner is anything except GLOBAL Also displayed will be the first and last name assigned to the User ID for easier identification While it is valid to assign a Catalog entry for a report to a User ID for which the Catalog already holds an entry for the same report it is not recommended a
6. ParameteRR fields prompt for controlling table name and related table name allow for a focused search This report will list only xBase Report Designer FlexLink indexes R amp R V10 0 Page 45 R amp R Report Librarian User Manual Technical Information Maintenance and Errors Librarian is a database application unlike R amp R which is data utility While R amp R makes no changes at all to the database it reads Librarian creates and changes information in its data tables and allows the user to make additional changes Although Librarian has just four user maintained tables they are subject to all of the considerations of any database application This section also contains a few suggestions on maintaining individual or groups of Librarian records for enhanced use Installation Report Librarian is automatically installed whenever R amp R is installed for the distribution CD or electronic file distribution When at installation R amp R home directory is specified the installation routine will automatically create a folder beneath it named RL and place Librarian s executable programs data files and standard reports in that folder There is no option NOT to install Librarian as standard R amp R V10 expects it to be present and in that directory Otherwise R amp R will return error messages when attempting to save a report Similarly Librarian is expecting R amp R to be in the folder immediately above in order to launch r
7. be moved around the background by clicking and holding the window title bar The window must be closed to view any former window or menu This screen is the entry point to the Related Tables Detail screen Use the scroll bar to view portions of the Related Tables grid The columns may be R amp R V10 0 Page 27 R amp R Report Librarian User Manual resized by clicking and holding on the lines to the right of the column headings The grid will return to standard sizes upon screen refresh The Report Name and Report ID serial appear at the top of the grid The grid includes key elements of the related tables used in the report See the Related Table Detail help for explanations Use the scroll bar to view portions of the related table grid All related tables appear in alphabetical order not case sensitive by R amp R table alias Click on the record line of the grid to select that related table Then click the Detail button to view additional information for the select relation In the Related Table Detail screen you can move between fields using the Next Previous buttons Details Click this button to present the Related Table Detail screen for the field selected in the grid If no related tables are specified in the report it will be gray Close Click this button to exit the screen and return to the Report Catalog Related Table Detail Screen Report Name Basic Columnar Report rsw Report ID aprasi 5086 E Lef
8. of the report highlighted in the list Run Click this button to generate the report selected in the list Close Click this button to exit the screen and return to the Main Menu Report Descriptions and Potential Usage Report Catalog Lists all of the reports available to the current User ID It populates the RLSTD DBF runtime input file with the current User ID to set a filter onthe report Therefore only one person may run the report at any particular moment A ParameteRR field offers a set or report sorting option Field Locator Lists all of the reports that reference a particular field limited to those available to the current User ID ParameteRR fields prompt for a field name and data table file or name for which to search Table Locator Lists all of the reports that reference a particular data table file or table name limited to those available to the current User ID A ParameteRR field prompts for a table file or table name for which to search Calc Fields by Table A ParameteRR field prompts for a table file or table name for which to list all of the calculated fields Leaving that value blank will list ALL calculated fields sorted by table name Calc fields using only R amp R built in functions such as DATE are excluded Total Fields by Table A ParameteRR field prompts for a table file or table name for which to list all of the total fields Leaving that value blank will list ALL total fields sorted by
9. populated you can manually edit the contents Select Directory Ea c program files rrv1 OX Ec E gt program files E3rvi10 catold orldata Cancel R amp R V10 0 Page 10 R amp R Report Librarian User Manual Add New User FajAdd Librarian User User ID ll Password First Middle Last User Name Default Report Order Default Drive Letter Alpha by Report name Date last modified Report name B Change owner of catalog entries Report ID F view others catalog entries Owner ID Report name Master table name Report name E P User ID has Administrator rights Help Save Cancel Controls for New User ID Screen The entire window may be moved around the background by clicking and holding the window title bar The window must be closed to view any former window or menu This process uses the single record file OWNERTMP to process entries Therefore only one person within Librarian may add a new user at any time Save This button will add the specifed User ID and related information to the OWNERS DBF table Cancel This button will abort the addition of a new User ID Either choice will ask for verification of the selection prior to exiting Data Elements User ID Defaults to capital letters and accepts Alphanumeric values The entry is validated against existing User IDs to prevent a duplicate entry GLOBAL is also invalid Messaging ind
10. portion of a query element or several other places Librarian will not include it in this list To be certain that a field used in this manner is listed within the report place it somewhere in the layout perhaps outside the right margin where it will not actually print The complete list of fields specified for the report is presented in the Report Field Summary grid Fe Report Field Summary x Report Name tem Licensing Sales by Unit RRVY Report ID ias 7 79D RetiName _Jalas Name Acve Gategon Data pe Sot Level oroup Level Fite ffe Deuses farcusimm e ooo fo __ _ osn fariwoga h e fe F F fJoescrt fama r o e o foster fanaa k e b _ i Qomos fama ir po o _ o omes foma r oo o o o Jetiency fama h po o _ o omoa fa h po o __ O ___Janiwona r o_o nmn faoa r o fo o rmon famon r e ooo meoo farmo dr ir ooo T F ItmLicJan arinvoda ninnan Help Details Close R amp R V10 0 Page 37 R amp R Report Librarian User Manual Field Summary Grid Controls The entire window may be moved around the background by clicking and holding the window title bar The window must be closed to view any former window or menu The Report Name and Report ID serial appear at the top of the grid Includes key elements of the fields used in the report See the Field Detail help for explanations Use the scroll bar to view portions of the field grid All fields appear in alphabetical order not ca
11. processing and should not be accessed from other programs since that program needs exclusive access to them Any data files accessed from external programs should be opened shared unless you are certain that nobody is using either Librarian or R amp R Changing Librarian s Data Structure Programs such as Microsoft Visual Foxpro could be used to change Librarian s data tables and indexes This is possible for some special requirements but not recommended As long as all of the standard data fields are present with the standard data type and size Librarian will work as designed Programmers may also add index tags to the Foxpro Compound index CDX files but all of the existing indexes must remain On future upgrades any changes made to tables or index files may be replaced or discarded Any changes made to Librarian voids support on this module however so only qualified programmers should attempt such changes Errors Librarian is not a complex program and few things can go wrong during its runtime The most common problem will be its inability to find a file it is expecting to be present If one of the data index memo report or program files is moved deleted locked corrupt or damaged processing will likely stop and R amp R will display a box similar to this R amp R V10 0 Page 49 R amp R Report Librarian User Manual Report Librarian Error oj Xx Error Number 2005 Error Message Error loading file re
12. table name Table Dictionary Lists all of the table files or table names referenced throughout the entire Catalog This is NOT limited to just reports available to the current User ID The report is sorted by table name This may not list all of the available tables as many may never be referenced in a report R amp R V10 0 Page 44 R amp R Report Librarian User Manual Field Dictionary List all of the data fields and data dictionary entries referenced in all of the reports throughout the entire Catalog This is NOT limited to just reports available to the current User ID The report is sorted by table name and field name within that table This may not list all of the available fields in the table as many may never be referenced in a report User Listing A complete list of the User IDs and other non private information about the user including name default sort order etc A ParameteRR field will prompt for a sort order by name or User ID Table Linking by Pair A complete list of all relations between tables sorted by controlling table file or name and related table file or name within that group In addition various linking methods using different index keys are also listed ParameteRR fields prompt for controlling table name and related table name allowing for a focused search User defined Key List This report will list any key expressions that R amp R builds at runtime to find records in the related table
13. the Librarian catalog infor mation R amp R ParameteRR fields will prompt for specific inputs for particular re ports These are all R amp R runtime reports and are linked where appropriate to the limitation placed on the USER ID for accessing other s catalog entries See the section on Internal Reports for more information Maintenance Click this button to access the Maintenance Menu where authorized User IDs may change user access rights assign or change passwords always allowed for the active User ID and perform some database maintenance Login New in V10 0 click this button to return to the Login screen to enter Librarian under a different User ID Note that open Report Designer sessions continue under the prior User ID About Click this button for copyright version and other information as shown below Fl About RER Report Librarian R amp R Report Librarian Version 2 0 for R amp R xBase and or SQL V10 0 c Copyr ght 2002 by Livewere Publishiig ne AIr aots reserved irensed exclisively fer ha use ot PRR Report vriter Aase andinr Sal Enon 1U U and later licensees and may not be copied cezo p led or retrars nittec witvout the express witen consent of Liveware Publishing Inc Liveware Publiskirg Ine ts affilictes rece lerc agents and offices hald no warranty cr lability WHATSOEVER tor any Inforrra icn rra niained by Stored in or misconstued by this piograri All terns ofthe REA
14. verify that the necessary data files exist in the specified folder s If only a folder for xBase or SQL is specified just that folder s catalog entries will be appended Update will not proceed unless a valid folder is specified R amp R V10 0 Page 9 R amp R Report Librarian User Manual Edit This button will deactivate the Update button and change the legends to Save and Revert for the Edit and Close buttons Also activated will be all data elements for editing and the folder locator buttons Close This button will exit the screen and return to the Maintenance Menu grid While NOT editing Save This button will store the changes made to the V9 Librarian folder locations Revert This button will leave the V9 Librarian folder locations unchanged Data Elements Version 9 x xBase R amp R Report Writer Directory Full directory path for the folder that contain Librarian catalog entries created by R amp R V9 0 xBase Edition This path should always end in RL You can either type the path or use the folder locator button which will populate the field Once populated you can manually edit the contents Version 9 x SQL R amp R Report Writer Directory Full directory path for the folder that contain Librarian catalog entries created by R amp R V9 0 SQL Edition This path should always end in RL You can either type the path or use the folder locator button which will populate the field Once
15. Alias RRITEMS Related Table Data file or table name for the related table in the relation Table Alias The alias assigned to the related table in R amp R Join Fields Tab Left Table Alias RRORDERS Related Alias RRITEMS Left Table Related Table Join Parameters Rpt Serial 4p7451 5086 Report Name Basic Columnar Report rsw Left Field ORDNO Right Field ORDER_NO F Additional Linking Fields R amp R V10 0 Page 34 R amp R Report Librarian User Manual Left Field The field name for the left controlling table used to join the tables Right Field The field name for the right related table used to join the tables Additional Linking Fields check box The box will be checked if there are additional fields from the controlling and related tables used to perform the join Join Parameters Tab Fe Table Join Detail SQL x Left Table Alias RRORDERS Related Alias RRITEMS Rpt Serial ap74st 5086 Report Name Basic Columnar Report rsw ee famed RA EET ARR SRR RRR RRS Link Type exact lookup Non Matehed skip controlling rec Link Type Method for finding records in the related table Description Coded Value Comments Exact Lookup E Finds all records with exactly the same value Hi Approximate H Find the record with the closest value but larger Low Approximate L Find the record with the closest value but lesser R amp R V10 0 Page 35 R am
16. E TRUE Page print direction landscape or portrait Description of the paper size type in use e g Letter Drive and folder location specified for PRTFILENM Flag that one or more export file names have been specified Flag that another Librarian user updated the entry User ID of the Librarian user that updated the entry Page 51 R amp R Report Librarian User Manual REPORTS CDX indexes for REPORTS DBF Size 45 113 30 30 1 Key Expression mtalias mtable author UPPER repname ext DTOS createdt repname ext DTOS lastmod LEFT repname 50 mtable LEFT repname 50 mtable mtpath owner rptid owner LEFT repname 50 prodid rptid UPPER repname ext LEFT dirpath 50 rlid rptid VAL rlid rptid Comments Report serial number link to REPORTS DBF User ID who last saved the report determines directory paths Related table file name Full directory path for related table Blank if same as MTPATH or SQL Related table alias assigned Indicates when an index XB or record number link is used T index Related index file name used for the relation XB only Full directory path for related index Blank if same as RTPATH or SQL Index file name extension e g NDX Flexlink RRW XB only Data type for index expression and linking field e g C Character Tag name from multiple index file if applicable XB only Key expression used to define the index values XB only Linking field name fr
17. Haportyyriter rense Fqresment apaly to hs licensed ccd as well PRR Read Wire is areg seed cradamark af ivewara Publishing ire Quit Click this button to exit Librarian R amp R V10 0 Page 7 R amp R Report Librarian User Manual Librarian Maintenance Menu Clicking the Maintenance button from the Main Menu will present the Maintenance Menu This menu is used to access special functions of Librarian including the creation and editing of User IDs removal and reindexing of Librarian s database and reassignment of Catalog entry Owners E Maintenance and Utilties Maintenance Menu Buttons Edit User Detail Click this button to modify rights and assign change passwords for User IDs The active User ID can always change the password Only User IDs with administrative rights can make changes for all Users IDs Add New User Click this button to create a new User ID and assign its privileges This is only available for User IDs with Administrative rights Clean Database Click this button to pack and reform indexes for the Librarian data tables All users must exit Librarian except the current user who wishes to execute the process The current user must have Administrative rights to access this button Change Owners Click this button to access the full catalog and change the OWNER for any catalog entry This is helpful for GLOBAL assigned entries that should belong to just an individual and for ADMIN
18. NERS DBF Tag Name Date Type NAME Character OWNER Character R amp R V10 0 Page 53
19. R amp R Report Librarian User Manual R amp R Report Writer V10 0 September 2002 Table of Contents g gore Uf e Cc a asantana nae ia aaae Tm ev reve eae ter eaaa nr eee ee Ve 3 Getting Started with Librarian svete aca e aA Re ee ee 5 Gbraram Maini Menuiserie aa a teeny err tte ern Ur dere eect rier 6 Maintenance ISTH a2 oa ols es ctces a oad hacteeel guesladtd abate eeeatitnetdbnad Neeeedlecheeetbenecenethn 8 Report Cataloging Oi er See rer A eaaa Ea aaar PAAR eee E aae aR aaia 18 Related Tables geaween an earner muerte eerie Serene veya einer ae Rename eevee en Leer e Tt 27 Report Fields saie es he ete a LO eae e E ate veda teen an 37 ntermal Ls 00 Kosar er eer meee ert oe riences ern iri encore A Mer Henne en Dene or ny Sera 43 Technical Information Maintenance and Errors uu ccc sceseccesseeessseceseessesseeseeseeeeueee 46 Installation Reinstallation and Backing Up Future Upgrades Deactivation Accessing from Other Programs Changing Librarian s Data Structure Errors Librarian Data DictOmany lt i s cteseclseeeh ceased diesel bitte ieee 51 c 2002 Liveware Publishing Inc All rights reserved R amp R Report Writer is a registered trademark of Liveware Publishing Inc Computer screen images presented in this document are the property of Liveware Publishing Inc and are covered under copyright Liveware Publishing Inc carries no warranty either express or implied for any use or misuse of the inform
20. al method Basis Field R amp R Data field that is the focus column for the total s calculation Basis Alias R amp R alias reference for the data field that is the focus column for the total R amp R V10 0 Page 40 R amp R Report Librarian User Manual Pre processed Total check box Checked if the total is assigned the pre processed attribute Otherwise it s a running total Conditional check box Check if the total has a conditional formula assigned to it If so see the Formula tab for the conditional formula statement Reset Level Point at which R amp R will reset the total for recalculation Grouping levels 1 8 coded value equals the level number Grand total coded value is 9 and page total coded value is 0 zero Accumulation Leve Point at which R amp R will increment the total s value Grouping levels 1 8 coded value equals the level number Every composite record coded value is E and Automatic R amp R determines coded value is A See help for description of accumulation Formula Tab Fe Field Detail Ea Field Name invmoYr Table Alias arinvoha Field ID Total Field Formula Field Usage Rpt Serial ass 7 79D Report Name item Licensing Sales by Unit RRVV Formula year INVDATE 1 00 month INYDATE Close Help Previous The box displays the calculated field formula or the conditional total formula used for that field It
21. as arinvoha Controlling Table Related Table EE ER l erret j N IA eT i Rpt Serial ass 7 79D Report Name item Licensing Sales by Unit RRVY Link Type Exact lookup Match Type Full Match Length 0 Failure Action Related record blank Next Close Brevigus Help Link Type Method for finding records in the related table Description Coded Value Comments Exact Lookup E One to one relation Approximate C Also 1 to 1 closest value not larger Scan S One to many relation Multi scan M One of multiple 1 to many relations from the same controlling table or one to one relations on the controlling table s level Match type Full code value F or Partial coded value P for character type relations to describe how the linking field s values will match the index key s values Full means that the linking field values will match the entire index key values to generate a link Partial will have the linking field match the first X number or characters of the index key values to generate a link Match Length The number of characters X above for a partial match Blank or Full character matches and for record number date and numeric type joins R amp R V10 0 Page 32 R amp R Report Librarian User Manual Failure Action This is the action R amp R will take if it is unable to find any records in the related table Description Coded Value Comments Blank B Inability to mak
22. assigned entries built when R amp R was launched without going through Librarian The current user must have this right granted to them or the button is disabled R amp R V10 0 Page 8 R amp R Report Librarian User Manual V9 Load Click this button to enter the utility to load R amp R V9 0 Librarian catalog and User ID entries into the V10 0 Librarian This utility will also perform data updates on those catalog entries to meet V10 0 requirements Close Click this button to return to the Main Menu Librarian Catalog Consolidation Screen Fy Librarian Catalog Consolidation Version 9 x xBase R amp R Report Writer Directory Version 9 x SQL R amp R Report Writer Directory p Close Help Update This utility program allows you to specify the folders for R amp R V9 0 Librarian installations The folder locator buttons will allow you to search your Windows directory for the previous R amp R installations Only those catalog records that are not already present within the R amp R V10 0 Librarian catalog are appended Therefore this utility may be run multiple times without concern about the creation of redundant catalog records Controls for Edit User Detail Screen The window may not be moved The window must be closed to view any former window or menu While NOT editing Update This button launches the utility that actually appends records from the R amp R V9 0 Librarians Prior to doing so R amp R will
23. ate Time Maintained by Librarian from the report spec Last Launch Date Time Updated by Librarian based on the selection of the Launch button for the Catalog entry on the Report Catalog grid screen R amp R V10 0 Page 22 R amp R Report Librarian User Manual Master Table Tab EJ Report Detail x Report Name a Counts RSV Rpt Serial fuor D03201 Platform SQL General Info Version i de Master Tabie Master Inde Printing Notes R Master Table toiResuts Master Alias TBLRESUL Data Source Dodgers E Help Remove Edit Close This tab s contents vary depending on xBase or SQL platform SQL platform screen shown above Master Table Table file or table name for the master table assigned in the R amp R report Master Alias Alias assigned to the master table in the R amp R report Data Source Name of the ODBC data source saved with the report R amp R uses that data source to find and read the master table and all of the related joined tables in the report xBase Platform item Directory in place of Data Source Full directory path for the location of the master table R amp R V10 0 Page 23 R amp R Report Librarian User Manual Master Index Tab Report Name item Licensing Sales by Unit RRVW Rpt Serial rass 7 79B Platform Base General Info Version Master Table Master index Printing Notes Master Index Index Type Recora numb
24. ation in this document Windows is a trademark of Microsoft Corporation Other software products names mentioned in this volume may be trademarks held by these products publishers and are referred to for indication purposes only R amp R Report Librarian User Manual Introduction As anyone who builds many reports or designs reporting systems for others knows keeping track of those reports is difficult Reports multiply quickly as end users take a report make changes then resave them under a new name Reports are files that can be stored anywhere on the user s computer or network drives Maintaining organization and references on all of these files becomes increasingly cumbersome After a while remembering where to find a report and what it was used for becomes a burden Therefore in R amp R Report Writer V9 0 Liveware Publishing introduced R amp R Report Librarian using as a model an electronic card catalog one would find as they entered a public library This feature is continued in R amp R V10 0 with some additional features but primary in combining both xBase and SQL editions of Report Librarian into a single edition for V10 0 R amp R Report Librarian is comprised of three primary components all working in conjunction with R amp R Report Writer The first of these is to act as the new primary entry point for reaching the R amp R Report Designer The second is to organize the reports created by and for each end use
25. box is NOT checked To eliminate inactive fields remove the Catalog entry or entries for the Report ID then re save the report to re populate the catalog entries R amp R V10 0 Page 39 R amp R Report Librarian User Manual Field Categories Source of the data field Description Coded Value Data Field Calc Field Total Field Total on a Total Calc on a Total ParameteRR UN lt HAODOD Total Field Tab Comments Include data dictionary fields Find under Total fields Find under Calc fields New to V9 0 Fe Field Detail x Field Name ouiicDec EE Recenscensnaseocsncsnccassnssncesncsncoasnnssncenacasennsnasnacenenes Field ID Table Alias arinvoda Formula Field Usage Rpt Serial iasa 7 79D Report Name item Licensing Sales by Unit RRVY Total Type Sum Basis Field itmLicbec Pre processed Total F Conditional see Formula Reset Level Grand total Basis Alias arinvoda Accum Level Automatic R amp R determines Help Previous Next Close Total Types Method R amp R will use to derive the total s value User specified this at definition Description Coded Value Count Sum Average Maximum Minimum Std Deviation Variance lt UrZtlrno Comments Count of record in result set Numeric Logical fields only Numeric Logical fields only Highest value in grouping level Lowest value in grouping level Statistical method Statistic
26. cord number 5 RPTCE Enother person has exclusive access of the file needed by this activity Verify that all system maintenance and updates are complete before trying again In other situations the program anticipates that one might encounter a problem due to a shared file being in use by another Librarian user or a needed data file is not in the drive and directory location anticipated Librarian then may present a screen such as this Field Dictionary missing Follow the instructions on the screen if any and close Librarian and re run it Another error that may occur is when more than one person attempting to update the catalog simultaneously from within R amp R This is not allowed and the catalog program will present the following message Librarian Error Librarian is currently busy Try to save the report again in a minute If still unavailable someone has file SPEC DBF locked in the AL directory This message can also occur on some systems when you click to save the report twice in avery short time Update speeds very greatly depending on the computers and network speeds you use but it should take just a few seconds for the Librarian catalog program to update Nothing is lost in the report or Librarian when a message such as this appears Resaving the report without using the Save as option will simply update Librarian s catalog and R amp R saves the report s contents in either case R amp R V10 0 Pa
27. d Comment Displays the comment assigned to a calculation or total field through R amp R R amp R V10 0 Page 42 R amp R Report Librarian User Manual Internal Reports From the Main Menu Librarian users can access a number of pre defined R amp R runtime reports that summarize key information contained in the Catalog databases These reports are designed to provide structured output for many of Librarian s primary functions i e cataloging reports identifying the reports contents finding patterns in reports structures and formulas etc Naturally these reports just skim the surface of the way you might choose to use Librarian s data You can use R amp R to generate custom reports based on Librarian s databases to suit your own purposes Either create reports from scratch or use the existing reports as templates These reports are installed as Read only to prevent unintended modifications in R amp R but can be copied to another folder and modified These reports demonstrate the fundamental of joining Librarian s tables and include calculated fields to translate coded values to standard descriptions Many of Librarian s standard reports utilize the new ParameteRR fields to prompt a user for selections This significantly increases the options available for each report particularly many reports offer a number of sorting options or a choice between a specific table or field or all those available Some of the repo
28. d TRIM aliasnm TRIM fieldnm TRIM rptid Comments User ID always in caps First name for the User ID Middle initial for the User ID Last name for the User ID Default order for Catalog entry presentation e g A Alpha by name Default drive to search for a report at stored location Indicates whether User ID can change ownership of Catalog entries Indicates whether User ID can view other user s Catalog entries Indicates whether User ID has Administator rights with Librarian Encrypted password to allow access with the User ID Not in use Key Expression TRIM Iname fname owner R amp R Report Librarian RPTFIELD DBF Field Name Type FIELDNM Character ALIASNM Character RPTID Character ACTIVE Logical FLDCAT Char coded DATATYPE Char coded TTLTYPE Char coded BASISFIELD Character BASISALIAS Character TTLLEVEL Char coded PPTTL Logical CONDTTL Logical ACCUMLVL Char coded FORMULA Character COMMENT Character SORTLVL Character GROUPLVL Character INFILTER Logical INLAYOUT Logical LNKFLD Logical RPTFIELD CDX indexes for RPTFIELD DBF Tag Name Date Type ALIASID Character BASISFLD Character FIELDID Character FLFCAT Character RPTID Character SPECFND Character OWNERS DBF Field Name Type OWNER Character FNAME Character MID Character LNAME Character DEFORDER Char coded HOMEDRV Character OVERWRITE Logical VIEWOTHR Logical ADMIN Logical PASSWORD Char binary NETSAVE Logical OWNERS CDX indexes for OW
29. e a match will build a blank record for the related table s field values Skip S Inability to make a match will eliminate the controlling table record from the result set Terminate T Inability to make a match for ANY controlling table record will cause R amp R to stop generating the report SQL Data Elements Left Table controlling Alias Related right Table Alias Always visible at the top of the window The alias is the R amp R table alias assigned to the table All Tabs Report ID serial for the current report and Report Name are shown on all of the tab overlays Left Table Tab Left Table Alias RRORDERS Related Alias RRITEMS Left Table Related Table Join Fields Join Parameters Rpt Serial aP7451 5086 Report Name Basic Columnar Report rsw J Updated by another owner Last change by owner oL Table Alias RRORDERS Help Rrevious Updated by another Owner and the Owner ID that made the changes are shown when applicable Table Alias Controlling table alias assigned in R amp R This could be either the master table alias or one of the other related table aliases R amp R V10 0 Page 33 R amp R Report Librarian User Manual Related Table Tab Left Table Alias RRORDERS Related Alias RRITEMS Rpt Serial 4P7451 5086 Report Name Basic Columnar Report rsw Left Table nee Related Table Join Fields Join Parameters Related Table RRITEMS DBF Table
30. e select report In this screen you can move between catalog entries using the Next Previous buttons The order of the Catalog entries may be adjusted by clicking selected column R amp R V10 0 Page 15 R amp R Report Librarian User Manual headings Report Name Report ID Owner Last Modified and Master Table will resort the grid alphabetically date order for Last Modified for that column s values The selected record remains the focus of the resorted grid Column order left to right is also adjusted for more appropriate contextual searching Details Click this button to present the Change Owner screen for the Catalog entry selected in the grid If no entries are in the Catalog it will be gray Close Click this button to exit the screen and return to the Maintenance Menu Controls for Changing Ownership of Catalog Entries Fe Change Catalog Entry Owner Report Name Active Gient Phone Lit RR S Rpt Serial 94c4964657 Lirain js F Assign to GLOBAL Owner eom New Owner som ti sSY Directory a E Description List of all clients with a status assigned Active in Alpha order Help Erevigis While NOT editing Next Previous These buttons will take you to the next or previous report in alphabetical order by report name or whatever order specified on the grid from the prior screen Buttons will go gray when the first or last record in the list is
31. ed by clicking and holding on the lines to the right of the column headings The grid will return to standard sizes upon screen refresh R amp R V10 0 Page 18 R amp R Report Librarian User Manual Click on the record line of the grid to select that Catalog entry Then click the Detail button to access the user editable items and additional information about the catalog entry The order of the Catalog entries may be adjusted by clicking selected column headings Report Name Report ID Owner Last Modified and Master Table will resort the grid alphabetically date order for Last Modified for that column s values The selected record remains the focus of the resorted grid You can also click the Platform heading to group the xBase and SQL reports Column order left to right is also adjusted for more appropriate contextual searching Profile Click this button to generate an R amp R print preview window for a report that summarizes all of the information for the selected Catalog entry This is an R amp R Runtime report that updates a record in RLSTD DBF with the unique Catalog ID RLID to specify the Scope for the runtime report Therefore if two users attempt the profile at a simultaneous moment one may be locked out The Report Profile report is launched to a separate Window from Librarian and one can move freely between the two You may also have more than one Report Profile active
32. een totally redesigned in V10 since one can determine how and more importantly why tables have been joined calculation formulas defined sorting orders specified and so on This feature also enhances the Report Specification output option to allow for comparisons across reports and a more structured documentation of the report s elements The main catalog entry also includes a number of fields that summarize some of the report s specifications including the master table and index printing controls and page layout Although Librarian includes a number of standard reports to summarize its database one can also use R amp R to develop reports on those databases A data dictionary for Librarian is included in the back of this User Manual R amp R V10 0 Page 4 R amp R Report Librarian User Manual Getting Started with Librarian Upon entry into Librarian each user must login and supply a password Ed Login to Report Librarian Login ID fi Password ooo0000000 OK Cancel Librarian installs with just one Login ID ADMIN with no password assigned There will also be no entries in the Catalog as Librarian will not create any until a report is saved with R amp R Report Designer in V10 0 and gets assigned a password All IDs are capital letters although digits and certain other special characters are allowed Passwords can also be entered without concern over letter case Note If you wish to re instal
33. eports to Report Designer both xBase and SQL in V10 and find the R amp R runtime executable RRWRUN EXE in that folder as well This tight integration prevents Librarian from being moved to another folder In addition since databases are being maintained all of the DBF CDX and FPT files in the RL folder must be designated read write sharable on applicable network platforms for anyone with rights to use R amp R R amp R Client installation will automatically create a Window Start Button program group with the Librarian shortcut as shown on page 3 Using Windows this icon can be copied to the desktop or one can create a new shortcut as shown below R amp R Report Libtarian Properties Fereral Shoricut Se Heh F epal Liliana i Terget tupe 4ppication Terget location FL Terget fetal digelu y pall ilusa Start r k ll rirenirry path gt s RI Skertsal key Nere Fur horma wigs Mrd arasi Charge lecer Cros ak R amp R V10 0 Page 46 R amp R Report Librarian User Manual Replace the section lt full directory path gt with the notation for where the Librarian is installed If the directory path has spaces in it the entire Target and Start in expressions have to be placed within quotation marks Note that the Start in and Target directory paths MUST be the same Under some circumstances certain R amp R users may wish to maintain their own
34. er Directory a Index Key Index Tag Name Low Scope High Scope Help Remove Edit Close The Master Index tab is disabled and not applicable to SQL platform reports Master Index Index file name if a master index is specified for the report Otherwise blank Directory If blank drive and directory are the same location as the master table Index Type Data type of the values for the index key values Description Coded Value Character String Numeric Date Date Time Logical UZO Index Key The key expression used to build index values for the specified index These values are designed to match the linking field values The box will show as much of the key expression as will fit Up to 200 characters of the expression is stored in the field MTKEY Tag Name For multiple index files that use tags this is the name assigned to the particular key shown Used in Foxpro dBase etc Low Scope Lowest master index value for which R amp R will read the master table Blank if first record High Scope Highest master index value for which R amp R will read the master table Blank if last record R amp R V10 0 Page 24 R amp R Report Librarian User Manual Printing Tab Report Name au Counts RSVY Rpt Serial uor D03201 Platform sau General Info Yersion Master Table Masterindes Print Device HP LaserJet 1100 SB on Wayak01 thplish VMINSPOOL DRY Orientation landsca
35. er Last change by owner Table Alias arinvoha Linking Field NUMBER Help Ereviciis R amp R V10 0 Page 29 R amp R Report Librarian User Manual Controlling Table Tab see previous page Updated by another Owner and the Owner ID that made the changes are shown when applicable Table Alias Controlling table alias assigned in R amp R This could be either the master table alias or one of the other related table aliases Linking Field The field name from the controlling table that holds the data values used to find records in the related table Related Table Tab 2 Related Table Detail x Related Alias arcustmm Controlling Alias arinvoha Controlling Table La Related Table i Related index Join Parameters Rpt Serial ass 7V79D Report Name item Licensing Sales by Unt RRA Related Table arcustmm abt F Relation uses index Directory Table Alias arcustmm Help Next Close Related Table Data file or table name for the related table in the relation Directory lf blank the directory is the same as the one where the Master Table for the report is located Otherwise the full or relative directory path with drive letter if necessary is displayed Relation uses index Box is checked if the relation is performed using an index file If unchecked the relation is based on the record number of the related table Table Alias The alias assigned to the related table
36. erforming this operation can be in Librarian at the time this option is run Otherwise the operation will fail and return a message that the data files are in use Fa Cleanse Librarian Database Ea Clicking the Cleanse button below will remove all deleted records from the Librarian data tables and reform the indexes The program will signal when a file is in use and cannot be cleansed click Ignore Everyone else should exits Librarian The following files will be cleansed reports DBF Report Catalog File rptables DBF Related Tables for Catalog Reports rptfield DBF Fields for Catalog Reports owners DBF Librarian User ID File Help Cleanse Controls for Cleaning the Librarian Database The window must be closed to view any former window or menu Cleanse This button will start the process to pack and reindex each Librarian data table If any of them are in use which most will be when ANYONE else is in Librarian or currently attempting to update a Catalog entry the process will stop and announce that the packing and reindexing of that table cannot continue The process should run very fast unless the catalog has become very large 1000 entries A notice screen will appear when the process is running Click the appro priate button when it completes Close This button will exit the screen and return to the Maintenance Menu R amp R V10 0 Page 14 R amp R Report Librarian User Manual Cha
37. ge 50 R amp R Report Librarian Librarian Data Dictionary User Manual Below is a listing of the data tables fields and index expressions for the four primary Librarian data tables This is for assistance in designing your own reports based on Librarian data REPORTS DBF Field Name PRODID REPNAME DIRPATH EXT RPTID RLID OWNER VERSION BRFDESC AUTHOR CREATEDT CREATETIME LASTMOD MODTIME LASTRUN RUNTM COMMENTS NOTES MTABLE MTPATH DATASRCG MTALIAS MTINDEX IDXPATH IDXEXT IDXTYPE MTITAG MTKEY MTHSCOPE MTLSCOPE SRCRPT SRCPATH PRTDEV PRTLPG PRTHPG PRTCOPIES PRT2FILE PRTFILENM PAGEDIR PAGESIZE FILEPATH EXPDEF OTHERMOD OTHERID R amp R V10 0 Type Character Character Character Character Character Character Character Character Character Character Date Character Date Character Date Character Character Memo Character Character Character Character Character Character Character Char Coded Character Character Character Character Character Character Character Numeric Numeric Numeric Logical Character Char Coded Character Character Logical Logical Character Size 200 10 Comments Indicator of xBase XB or SQL SQL Report Designer origin of report Stored R amp R report name Drive and folder location for report as saved R amp R report file extension e g RRW Report serial number randomly assigned by R amp R Sequential Librarian ID number left a
38. holds the default value for ParameteRR fields blank for all other cases Very long formulas may not fit in the box and only the first 250 characters of any formula are stored in Librarian R amp R internal limit is 1000 characters R amp R V10 0 Page 41 R amp R Report Librarian User Manual Field Usage Tab Field Name CHECODE Table Alias arinvoda Field ID Total Field Formula Field Usage Rpt Serial ias 7 79D Report Name item Licensing Sales by Unit RRVV Sort Level fi Group Level i 7 Used in Filter 7 Used in Layout Used in Table Jain Comment Next Close Erevious Sort Level If the field is used as a sorting basis field that level is indicated Grouping Level If the field is used as a grouping basis field that level is indicated If used at more than one level which R amp R allows for grouping but not sorting the highest level is displayed Used in Filter Box is checked if the field is a query element basis field If used as a comparison field the box is NOT checked and the field will not be listed in the Catalog unless it is used in some other context or is a calc or total field Used in Layout Box is checked if the field appears anywhere within the report bands Used in Table Join Box is checked if the field itself is used to join tables as the linking field If part of a calculation used in linking or as part of an index key the box is NOT checke
39. icates any errors in the entry Password Displays the actual alphanumeric entries with conversion to capital letters but saves the entries stores the values in OWNERS DBF using an encryp tion algorithm Entry on Login is masked so as not to show the actual entries R amp R V10 0 Page 11 R amp R Report Librarian User Manual First Middle Last Name Used as reference in reports and on certain screens to identify the User One can also assign non name values such as Finance Department Default Report Order Upon entry to the Report Catalog grid screen the specified User ID will have their Catalog entries sorted based on the choice selected here Click on the grid to highlight the selected default order Default Drive Letter If R amp R is unable to find a Catalog entry s report using the drive letter saved in the catalog it will also look in the same directory for the drive letter specified here This is a single character entry See the Report Catalog grid screen help for more information Change owner right Check the box to allow the User ID access to the Maintenance Menu option to Change Owners of Catalog entries View others catalog entries right Check the box to allow the User ID to see all of the Catalog entries in the Catalog grid If unchecked only the entries assigned ownership to that User ID and GLOBAL entries will be included in the Report Catalog grid Administrator
40. in R amp R R amp R V10 0 Page 30 R amp R Report Librarian User Manual Related Index Tab 2 Related Table Detail x Related Alias arcustmm Controlling Alias arinvoha Controlling Table Related Table i Relatedindex Join Parameters Rpt Serial iaast 7 79D Report Name item Licensing Sales by Unit RRVY Related Index arcustmm cDx Index Type Character String Directory z Index Key number Tag Name NUMBER Related Index The file name for the index file used for the relation If a record number link the entry is blank Directory lf blank drive and directory are the same location as the related table Index Type Data type of the values for the linking field and hence the index key values For record number relations the values is always numeric Description Coded Value Character String C Numeric N Date Date Time D Logical L Index Key The key expression used to build index values for the specified index These values are designed to match the linking field values The box will show as much of the key expression as will fit Up to 200 characters of the expression is stored in the field RTKEY Tag Name For multiple index files that use tags this is the name assigned to the particular key shown Used in Foxpro dBase etc R amp R V10 0 Page 31 R amp R Report Librarian User Manual Join Parameters Tab FJ Related Table Detail x Related Alias arcustmm Controlling Ali
41. kfield rptid rptid rtalias rtable LEFT rtpath 50 rptid Page 52 Size Size var 55 1 a O n a3 Size var 10 User Manual Comments Table calculated total or ParameteRR field name Table alias associated with the field Report serial number link to REPORTS DBF Indicates that the field is in use somewhere in the report Category of field e g C Calc field Data type for the field e g C Character Totaling method assigned blank if not a total e g S Sum Field assess for totalling blank if not a total Table alias associated with the BASISFIELD blank if not a total Grouping level page or grand total value e g 1 Group level 1 Indicates whether a total field has been designated Pre processed Indicates whether a total field has a condition formula assigned Point in the result set when a total increments e g E Every record Calc field formula total condition or ParameteRR default value Text description assigned to calc or total field Level at which the field is designated for sorting Highest level at which the field is designated for grouping Indicates whether the field is the basis for a filter not comparison Indicates whether the field is presented anywhere in the layout Indicates whether the field is used to join with another table Key Expression aliasnm fieldnm rptid basisfield aliasnm rptid fieldnm aliasnm rptid fldcat fieldnm aliasnm rpti
42. l R amp R and Report Librarian but not lose any of your Catalog User or contents data save the files listed in the Data Dictionary and replace them after you reinstall As you enter the password Librarian will not show the characters being typed but the cursor will move across the boxes to show how many characters you have typed Click OK to start Librarian and take you to the Main Menu while Cancel will exit Librarian Once logged in any time you launch R amp R Report Designer the ID will be passed to it for use with the catalog engine The first time using Librarian it is a good idea to load key reports into Report Designer built with R amp R V8 1 and prior then immediately resave them to assign serial numbers and to allow Librarian to catalog them If you had R amp R V9 0 and built Librarian records Librarian in V10 0 has a new utility to allow transfer of those cataloged reports from xBase and SQL editions into the consolidated V10 0 Librarian Either method will populate Librarian s databases enough to let end users and administrators get familiar with how it works and where to locate key elements of reports as cataloged The Librarian administrator should also assign a password to the ADMIN User ID and create User ID records with appropriate rights for key end users See the section on adding and changing User IDs under the Maintenance Menu section of this manual If catalog records from R amp R V9 0 are l
43. ligned digits User ID associated with the Catalog entry link to OWNERS DBF User maintained item User maintained description of the report User maintained item Date of the first Save as for the report Time of the first Save as for the report Date the report was last saved in R amp R Time the report was last saved in R amp R Date last launched from within Librarian only Time last launched from within Librarian only User maintained long text description of the report Free text memo of the report s history changes etc Master table name Master table drive and folder location as saved xBase reports only ODBC Data Source name for all tables in the report SQL reports only Master table alias Same as table name unless changed Master index file name if applicable xBase reports only Master index drive and folder Same as master table if blank XB only Master index file extesion e g NDX XB only Master index key expression data type XB only Master index tag name if applicable XB only Master index key expression XB only Master index or record number high scope value XB only Master index or record number low scope value XB only Not in use Not in use Printing device name as saved Print starting page number all 1 Print ending page number all 99999 or similar Print copies specified Flag to indicate that print to a file was selected Name of printer output file if PRT2FIL
44. ll delete the record for the User ID on the screen and ask for verification prior to completing the process The user s Catalog entries are not removed but can be using an Administrator s rights through the Report Catalog or have the owner reassigned through the Maintenance Menu option This button is disabled for non Adminstrators and for the current User ID a user may not remove itself and for the pre defined User ID ADMIN There is no initial password for this User ID ADMIN See full documentation for more information Edit This button will deactivate the Next Previous Remove buttons and change the legends to Save and Revert for the Edit and Close buttons Also activated will be all data elements for editing except the User ID Close This button will exit the screen and return to the Maintenance Menu grid While NOT editing Save This button will store the changes made to the User ID A message will indicate that the changes will not take effect until that User logins in again Revert This button will leave the User ID assignments unchanged Data Elements All data elements are the same as the screen for adding a new User ID R amp R V10 0 Page 13 R amp R Report Librarian User Manual Cleanse Database Controls Only administrators have rights to the Cleanse Database option Cleansing means that the data tables will be packed deleted records removed and reindex Only the administrator p
45. nce more than one record can reference the same report The unique ID in REPORTS DBF is RLID a character field that holds a left trimmed numeric value Librarian generates this value internally by finding the highest value and adding one to it One possible use of an outside program to update Librarian is to perform a mass change of the drive or directory assignments to certain Catalog entries If a group of reports is moved to another location changing the location in the DIRPATH field will allow Librarian to quickly load and update these catalog records rather than having to locate each one from within R amp R or Windows Explorer to have R amp R catalog the remainder of the table drive directory changes It is good practice to make a backup copy of the Librarian data files as described on page 41 prior to making any changes to them from outside Librarian R amp R V10 0 Page 48 R amp R Report Librarian User Manual While the HELPTXT DBF file can be edited it is not suggested as future updates will likely override any changes and there are specific references in the Librarian code to certain records in that file RLSTD DBF holds reference information for the R amp R runtime reports within Librarian and should not be changed at all Similarly OWNERTMP should not be changed and should remain a one record file It is used during the addition of a new user ID Librarian s cataloging program uses SPEC DBF and QRYSPEC DBFduring
46. ne may attempt to locate the report through Windows Explorer or from within R amp R to update the catalog entry with the current path In this way a moved report can be refreshed R amp R V10 0 Page 19 R amp R Report Librarian User Manual R amp R also holds the User ID who launched the report so that any saved changes are automatically assigned ownership to that User in the Catalog and other re ports sharing the same Report ID serial are also updated Any subsequent reports built or modified during that R amp R session are also assigned to that User ID It doesn t matter whether those reports were launched from Librarian or not One can launch multiple reports to separate simultaneous R amp R sessions in this way up to the limit of the licenses available within the installation Close Click this button to exit the screen and return to the Main Menu Report Detail Controls Screen Fe Report Detail x Report Name an Counts RSA Rpt Serial uor D03201 Platform sau General Info Version Master Table Master Ince Printing Notes Rpt Serial u01003201 Librarian ID s Owner GLOBAL Report Name aw Counts RSW Directory C clients dodgers Description Pitch breakdown for all batters counts Updated by another owner Modified by owner ID Help Remove Controls for Catalog Entry Details Screen The entire window may be moved around the background by clicking and holding
47. nging Catalog Entry Owners When a Catalog entry is created without going through Librarian R amp R assigns it ADMIN owner so that User IDs that are not allowed access to the entire catalog will not be able to access it through Llbrarian Other reports may be assigned the GLOBAL owner or the entry may be assigned to the wrong owner This utility will allow User IDs that have the right to do so to reassign the owner of a catalog entry Upon clicking the Change Owners button on the Main Menu Librarian will present the full catalog grid Every catalog entry will display even if the User ID activating the option has rights to see only their own entries Fe Full Catalog Listing Ea Report Name Brief Description Report ID Last Modified D i T Cc a Active Client Phone List RRW tem Licensing Sales by Unt RA Summary of units and revenues for 1 4917 79D GLOBAL 0246 2001 Ownership Share Percentageq Calculate ownership percentages 1146943108x4 02 14 2001 Catalog Entries Grid Displays key elements of the report See the Report Detail help for explanations Use the scroll bar to view portions of the Catalog grid The columns may be resized by clicking and holding on the lines to the right of the column headings The grid will return to standard sizes upon screen refresh Click on the record line of the grid to select that Catalog entry Then click the Detail button to access the Change Owner screen for th
48. not reused unless it happened to have been the highest number ID and the database had been cleansed These are ALWAYS unique Owner Librarian assigned User ID designated as the Catalog entry s owner GLOBAL is also a valid value Directory Stored location according to the assigned User ID for the report Description Available for editing Librarian user can assign up to an 80 charac ter description to appear in the Report Catalog grid for easier identification Updated by another Owner and the Owner ID that made the changes are shown when applicable R amp R V10 0 Page 21 R amp R Report Librarian User Manual Version Tab Report Name au Counts RSVY Rpt Serial fuict D03201 Platform sau General info Version Master Table Master Index Printing Notes Version Author Comments Creation Last Modification Last Launch Date fosa 8 2002 fosa 8 2002 i Time 16 44 36 16 49 30 Help Remove Edit Close Version Available for editing User may define any applicable value Author Available for editing Usually would hold the name or ID of the person who originally defined the report Comments Available for editing Free text box for describing the report and or freelance reporting Maximum 200 characters Entered text will word wrap and the box can be scrolled Creation Date Time Maintained by Librarian from the report spec Last Modification D
49. oaded using the utility so are the User IDs created under that Librarian R amp R V10 0 Page 5 R amp R Report Librarian User Manual Librarian Main Menu Upon the acceptance of the User ID login Librarian will present its Main Menu This is the control center for Librarian and gives access to all of its functions E Librarian Main Menu Help About Main Menu Buttons Catalog Click this button to enter the Librarian Catalog database Use it to find a report gather information about the report s settings and contents and launch the report to R amp R Report Designer based on the type of report xBase or SQL Launch R amp R Click this button to launch R amp R Report Designer with the Login User ID so when reports are created or saved Librarian assigns the correct User ID to the catalog entry No report is loaded when R amp R is launched New in V10 0 is the window shown below Fe Select Report Designer Product Fe Which R amp R Report Designer do you want to faunch RR RR xBase Designer SOL Designer Help Close R amp R V10 0 Page 6 R amp R Report Librarian User Manual R amp R also holds the User ID who launched R amp R so that any saved changes to any reports during that session are automatically assigned ownership to that User in the Catalog and other reports sharing the same Report ID serial are also up dated Reports Click this button to select a standard report based on
50. of R amp R V10 0 as an upgrade to a prior R amp R version does not require any special saving or preparation for Librarian since that is essentially a new Librarian installation To make a backup of the Librarian databases the files listed above are the only ones that undergo changes worth protecting Regular network backups that cover the R amp R folders should be sufficient for most network installations for local installation a periodic copy of these files via Windows Explorer to a diskette or another folder will suffice Future Upgrades In the likely event that future R amp R versions includes enhancements to Librarian that require modification of the user maintained data tables these upgrades will include conversion routines that either run automatically upon installation or include a separate utility to move old Librarian data to the new structures In fact this latter method has been employed in R amp R V10 s Librarian See page 9 At that time instructions and a description of the changes will be provided in the README file or documentation accompanying the upgrade R amp R V10 0 Page 47 R amp R Report Librarian User Manual Deactivation Under some circumstances and for some installations Librarian cataloging may not be desired R amp R will automatically catalog any reports even if not launched from within Librarian To prevent R amp R from launching the cataloging portion of Librarian use the following settings in
51. om the controlling table in the join XB only Assigned alias for controlling table in the join Linking methodology coded value e g S scan Full or P artial character match For IDXTYPE C only XB only Characters to use in a partial match Value 0 for full XB only Methodology to employ on no match in related table e g S skip Linking field name from the related right table in the join SQL only Linking field name from the controlling left table in the join SQL only Flag to indicate additional fields are used to join tables SQL only RPTABLES CDxX indexes for RPTABLES DBF Tag Name Date Type ALIAS Character AUTHOR Character CRDT Character LASTMOD Character MASTAB Character MTABLE Character OWNER Character OWNERNAME Character PRODID Character REPNAME Character RLID Character RLNUM Numeric RPTID Character RPTABLES DBF Field Name Type RPTID Character OWNER Character RTABLE Character RTPATH Character RTALIAS Character IDXLINK Logical RTINDEX Character IDXPATH Character IDXEXT Character IDXTYPE Char coded RTTAG Character RTKEY Character LINKFIELD Character LINKALIAS Character LINKTYPE Char coded MATCHTYPE Char coded MATCHLEN Numeric FAILACT Char coded RTJOINFLD Character LTJOINFLD Character ADDLFLD Logical Tag Name Date Type LFIELD Character LINK Character RPTALIAS Character TABLE Character R amp R V10 0 Size Key Expression linkfield linkalias rptid linkalias lin
52. ou to the next or previous field record in alphabetical order by field name The controls will gray when the first or last field record is reached All field types are listed together Close This button will exit the screen and return to the Field Summary grid screen Data Elements Field Name and Table Alias Always visible at the top of the window The alias is the R amp R table alias associated with the field All Tabs Report ID serial for the current report and Report Name are shown on all of the tab overlays Field ID Tab see previous page Updated by another Owner and the Owner ID that made the changes are shown when applicable Data types Category of data critical for usage within R amp R formulas and for determining the format option for any data field in the layout Description Coded Value Comments Character C Includes all character type fields Numeric N Includes floating point currency etc Date Date Time D Only true date date time fields Logical L Memo M For certain reports some fields data type cannot be determined from the information available even though R amp R will know Active field button will be checked if the field is still in use within the report Unused fields are not immediately removed from the spec even if they are no longer referenced anywhere in the report Also some fields may be part of calculation or conditional total formulas and may be active even though the
53. p R Report Librarian User Manual Non Matched This is the action R amp R will take if it is unable to find any records in the related table Description Coded Value Comments Initial Blank Inability to make a match will generate a record in the result set for each record for the table on the right side of the join Related Blank R Inability to make a match will generate a record in the result set for each record for the table on the left side of the join Skip S Inability to make a match will eliminate the controlling table record from the result set R amp R V10 0 Page 36 R amp R Report Librarian User Manual Report Fields Each report contains references to data fields drawn from the tables calculated fields total fields and ParameteRR fields These field references comprise the core of any report definition and are used to display data in the final report or export join tables specify which records will be included sort and group the selected records provide a basis for defining totals and in many more report components Librarian will automatically summarize information about each field referenced in the reports and place this data in a separate Librarian table RPTFIELD DBF See the Data Dictionary section for details Note Librarian will not necessarily identify ALL fields referenced within the report If a field is ONLY used in a calculation formula a conditional total formula in the Compared to
54. pe Page size ixn Export Defined Copies to Print 1 Frint Beginning Page 1 Frint Ending Page 9 999 Print to file File Name T Directory Help Remove Edit Close Print Device Name of the printer specified with the report Orientation Page direction specified for the report Portrait coded value P or Landscape coded value L Page size Description of the paper or page size saved with the report Export defined Box is checked if any data or report export parameters have been defined for the report Copies to Print Number of copies of the report to be printed as defined in the report Beginning Ending Page s First and last page to print ALL pages will produce a VERY large number for the ending page and page 1 for the beginning page Print to file Box is checked if the output will go to a printer file instead of to a printer device File name The name of the output file when applicable Directory Full directory path for the output file wnen applicable R amp R V10 0 Page 25 R amp R Report Librarian User Manual Notes Tab E Report Detail Notes Available for editing Memo field for unlimited description history and accounts of the particular report Text will word wrap and the box can be scrolled R amp R V10 0 Page 26 R amp R Report Librarian User Manual Related Tables In addition to the information related to the report
55. r of Reports Without any intervention from the end user R amp R V10 0 will have Librarian automatically catalog any reports created or modified by anyone using the Report Designer Any reports created or modified without going through Librarian are assigned the administrator ID for future reassignment to one more end users or simply cataloged for the Librarian administrator to deal with later R amp R does so in the background any time a report is saved and assigns a unique serial number to each report When that report is resaved Librarian will update the catalog entry for that unique report with an entry for the user who saved it Librarian users can thereby see a list of all of their reports and GLOBAL reports or all reports in the catalog depending on the rights the Librarian administrator grants to them To assist end users in finding and determining if they have selected the correct report they or the administrator can add descriptive text notes version numbers etc to the catalog entries Librarian users can scan the catalog listing for the correct report and re sort the listing in five different ways Librarian as the Abstractor of Reports Again with no end user intervention Librarian will summarize a report s contents into a database that allows administrators and end users alike to quickly find the report with certain contents This feature significantly augments R amp R s Data Dictionary component which has b
56. r to allow thumbnail access to find review and launch these reports The third is to catalog the report s contents for easy reference and to thereby document how the data items from your application are manipulated via reports Report Librarian as the R amp R Point of Embarkation Librarian is the natural entry point for R amp R Each user logs in with a password with rights controls then can launch the R amp R Report Designer from the main menu Then R amp R knows who is using it and assigns the correct ownership for any reports the user creates or modifies If a shared report is modified by one user the other user s references to that report are updated automatically Librarian has been added to the R amp R Program Group from the Windows Start button and one can create a shortcut on the desktop to start it Librarian is always installed in the RL directory immediately below the R amp R directory and will activate the RRW EXE xBase Report Designer or RSW EXE SQL Report Designer programs in the directory above it For shared 8 Data Dictionary Editor Quick Runtime Shortcuts Fd Rapid Runner gt Report Converter A SOL Edition Fa R amp A Version 10 gt ff base Edition gt R amp R V10 0 Page 3 R amp R Report Librarian User Manual network R amp R installations Librarian is also shared For a private Librarian installation install an R amp R license on the workstation Librarian as the Organize
57. rts also take into account the user s rights to view Catalog entries for other User IDs In R amp R Version 10 we suggest you use the xBase Report Designer to create reports based on Librarian data All of Librarian s pre defined reports are readable within the xBase Report Designer and are loaded at installation as read only therefore if you modify them you must save them under another name or in a folder other than the RL folder Catalog Report Screen Controls Ed Catalog Reports Ea Report Catalog Field Locator Table Locator Calc Fields by Table Total Fields by Table Table Dictionary Field Dictionary Report Info View a report of all catalog entries User Listing Table Linking by Pair User defined Key List Help Run Close The window must be closed to view any former window or menu R amp R V10 0 Page 43 R amp R Report Librarian User Manual Standard Report List This lists the pre defined R amp R runtime reports which provide access to the data in the Report Catalog Some of them include R amp R ParameteRR field prompts to select particular sets of records or alter the report s sorting All reports have been updated in R amp R V10 to include applicable information for reports generated using both xBase and SQL Report Designers Double Click on the list the report you wish to generate or use the arrows to scroll the list Report Info This box will display a description
58. s any attempt to then remove the entry can create some internal confusion for Librarian It will not Know which entry to remove R amp R V10 0 Page 17 R amp R Report Librarian User Manual Librarian Report Catalog The core of Librarian is the Report Catalog When the Catalog button is clicked from the Main Menu Librarian presents the Catalog grid The grid will include either all reports in the Catalog or all of the entries for the User ID who logged in and any assigned GLOBAL owner ship E Report Catalog x User ID ADmin User Name fuser Master Report name fret Descrmtion Report owner feast Moaiiea E Active cient Phone List RRW 4 tem Licensing Sales by Unt RH Summary of units and revenues for 104917V70 GLOBAL _lo2ster2001 _ ry Swe Perentee laee wep preens tea fk fae fe Help Profile Details Relations Fields Launch Close Report Catalog Grid Controls The entire window may be moved around the background by clicking and holding the window title bar The window must be closed to view any former window or menu This screen is the entry point to the Report Detail screen The grid will list either ALL Catalog entries or just those for the current User ID where that User is the owner of the Catalog entry and any GLOBAL entries This right is controlled within the Edit User Detail screen Use the scroll bar to view portions of the Catalog grid The columns may be resiz
59. se sensitive and includes fields from the tables calc fields total fields and ParameteRR fields The columns may be resized by clicking and holding on the lines to the right of the column headings The grid will return to standard sizes upon screen refresh Click on the record line of the grid to select that field Then click the Detail button to view additional information for the select field In the Field Detail screen you can move between fields using the Next Previous buttons Details Click this button to present the Field Detail screen for the field selected in the grid If no fields are in the report it will be gray Close Click this button to exit the screen and return to the Report Catalog Field Detail Screen Fe Field Detail Es Field Name ouicbec Table Alias arinvoda Field ID Total Field Formula Field Usage Rpt Serial fiaasi7zv7ap Report Name Updated by another owner Last change by owner al FieldName Gibe sst lt CS IF Active field in use Table Alias arnvoda ss lt CS st S S Data Type fuumeric tstS S Field Category Tctalonatctal o Help Previous Next R amp R V10 0 Page 38 R amp R Report Librarian User Manual Controls for Field Detail View Screen The entire window may be moved around the background by clicking and holding the window title bar The window must be closed to view any former window or menu Next Previous These buttons will take y
60. t Alias Left Join Field Related Table Related Alias Related Join FieldiJoin Type Match Ctrl E aanta ORDONO RRITEMS DBF RRITEMS ORDER_NO RRITEMS PRODUCT NO RRPRICES DEF __ RRPRICES PROD_CODE 5 R amp R V10 0 Page 28 R amp R Report Librarian User Manual Controls for Related Table Details Screen The entire window may be moved around the background by clicking and holding the window title bar The window must be closed to view any former window or menu During viewing one may move freely between the tabs Next Previous These buttons will take you to the next or previous related table record in alphabetical order by alias name The controls will gray when the first or last field record is reached Close This button will exit the screen and return to the Related Tables Summary grid screen Data Elements Data Elements vary greatly between xBase and SQL Platforms xBase platform data elements shown below Related Alias Controlling Alias Always visible at the top of the window The alias is the R amp R table alias assigned to the related table All Tabs Report ID serial for the current report and Report Name are shown on all of the tab overlays Fe Related Table Detail x Related Alias arcustmm Controlling Alias rmon Controlling Table Related Table Related Index Join Parameters Rpt Serial ias 7 79D Report Name item Licensing Sales by Unit RRA Updated by another own
61. the Defaults section of the RRW INI file Librarian off With this setting in place you can still use Librarian to find and launch reports but there will be no update to either existing reports or for any new reports A serial number will still be assigned based on the Save As command You can also continue to edit Catalog entries where allowed and perform other maintenance on Librarian Only the automatic cataloging program started from within R amp R is disabled To reactivate Librarian cataloging remove the setting or replace it with Librarian on Accessing from Other Programs Librarian s data tables are open to access from any application that can read and update DBF files Librarian is written in Microsoft Visual Foxpro Version 6 0 and uses its standard data tables memos and compound index CDX files Should any changes be made to the data files using an outside program other than the Librarian application the data tables should be reindexed One can do so from within Librarian by running the Clean Database utility from the Maintenance Menu See page 14 If the data files are opened using a Foxpro use command the associated index files should be opened and maintained automatically When adding records to the catalog table REPORTS DBF from outside Librarian remember that each catalog record has a unique ID which is not the serial number The serial number can be duplicated within the data file si
62. the window title bar The window must be closed to view any former window or menu During editing or view one may move freely between the tabs While NOT editing Remove This button will delete the Catalog record on the screen and ask for verification prior to completing the process The Catalog entries and related table and field information will only be removed if there are no other Catalog entries that share the Report ID serial Messages will seek confirmation in either case R amp R V10 0 Page 20 R amp R Report Librarian User Manual This button is disabled for non adminstrators Edit This button will deactivate the Remove button and change the legends to Save and Revert for the Edit and Close buttons Also activated will be all data applicable elements for editing Close This button will exit the screen and return to the Report Catalog grid While editing Save This button will store the changes made to the Catalog entry Revert This button will leave the User ID assignments unchanged Data Elements Report name and serial number appear at the top of the screen at all times Report Designer Platform xBase or SQL is also displayed at the top of the screen General Info Tab see previous page for image Report Serial Assigned by R amp R V9 0 and later Librarian ID Assigned by Librarian at the time of Catalog entry creation These IDs are assigned sequentially and deleted IDs are

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