DMReports Administration (in PDF)
Contents
1. Administrator account type will see ALL reports independently from the appointed permissions To learn how to create Groups of Users please see the Creating Groups of Users and Assigning Access Rights Section To create an account press the Add button define all necessary settings in the opened form and press OK A new user will be created and will appear in the list of all user accounts grouped by account type c DMWorks Systems 2002 2012 www dmworks net User Accounts and Access Rights fe DMReports Administrator Too E Database Data sources Q Users i Mailserver Q Group of Users Press the Apply button to save the changes Creating Groups of Users and Assigning Access Rights DMReports allows you to grant restrict access to the reports which are built This is very useful feature that allows storing all the reports devoted to different subjects in the same database but to allow viewing editing reports just to the users who has the corresponding permissions for a folder s To create a Group of Users click the Group of Users tab on the DMReports Administrator Tool c DMWorks Systems 2002 2012 www dmworks net User Accounts and Access Rights Here you can Add Edit Delete a group of users To create a new Group of Users click the Add button c DMWorks Systems 2002 2012 www dmworks net User Accounts and Access Rights All you need to do is to specify a name fo2. Mame Data Provider Connection String Access Northwind Microsoft Access Provider Microsoft Jet OLEDB 4 0 Data Source D HP ina Developm Northwind SQL Microsoft SQL Server Data Source IRINA PC SGLEXPRESS Initial Catalog Northwind Integr Northwind Sql New Microsoft SQL Server Data Source ASUS N1K Initial Catalog Northwind Integrated Secunty Tr Google Adwords ODBC Dsn Excel Files dbg D HP Inna Development Finances Google adwo Sales Report ODBC Dsn Excel Files dbg D HP Iina Sales Reports Comcok nponax dsd Excel 3 ODBC Dsn DMWorks Sales Repor ODBC MySQL Cars ODBC Dsn MySQL Cars server dbmy 005 whservidor com uid paulomilan_3 p ODBC M5 Access North ODBC Dsn MS Access Northwind dbg D HP lina Development DMREPOR Excel ODBC test ODBC Dsn Excel 4 dbg D HP Iina Sales Reports Comcon npo gam dexcdefa Riki ODBC Dsn Excel Files dbg D HPSIRINA SALESREPORT S Riki sdsxc defauitd ODBC data source ODBC Dsn Excel Sample Data Source dbg D HP Inna Sales Reports SalesR ia otdi In the opened window set the Name of your data source it can be any name by which you can distinguish the data source among others Then select the ODBC as the data provider and press the Connections Manager button c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources ODBC Data Source In the Connections Manager Window there are two options Use user or s
3. c DMWorks Systems 2002 2012 www dmworks net
4. Server name User Name Password and the Database name HE Connections Manager Job Advanced settings Then press the Test Connection button to test the connection to the selected database and press OK As a result a new data source will be added to the list of all available data sources you can use to build the reports c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources fos DMReports Administrator Tool F Database E Data sources amp Users E Mail server ga Group of Users Name Data Provider Connection String Access Northwind Microsoft Access Provider Microsoft Jet OLEDB 4 0 Data Source D HP Iina Developm SQL Northwind Microsoft SQL Server Data Source ASUS Initial Catalog Northwind Integrated Secunty Tr Cars catalogue MySQL MySQL Server server dbmy005 whservidor com User ld paulomilan_3 password 12 Here you can edit the data source delete it test the connection to it and add additional data sources by pressing the corresponding buttons on the form NOTE When you create reports these data sources will be involved in the reports so if a data source is already used in a report it will be impossible to delete it When modifying the connection string of the data source that is already used please keep in mind that if a new database differs from the previous database by its structure the reports can become invalid Creating ODBC Data Sources To set connec
5. account types Administrator this account type is required to be created when configuring DMReports It provides access to the whole product functionality including the creation of other account types User Disable and granting restricting access to report folders and setting other parameters of DMReports And only the Administrator account type has access to the DMReports Administrator Tool User this account type allows to access DMReports Navigator where users can create view edit reports depending on the access rights granted by the Administrator NOTE when creating User account type it is necessary to set the access rights for each User you create otherwise all users which have the User account type will not see any report folder in the DMReports Navigator Please see the Assigning User Access Rights section to learn how to grant the access rights for the User account type Disable this account type restricts access to the product functionality It can be used if it is needed to temporarily restrict the access of a user to the application Creating User Accounts Users of DMReports can enter DMReports only using the credentials login and password So it is important to create user accounts when you start working with DMReports It is possible to create different accounts granting different access rights to DMReports The User Accounts for DMReports are created in the DMRepo
6. database in the dialog window The database structure is created and the connections string to the database appears in the Administrator Tool Gay DMReporte Adminterster Teed Database gp Data sources amp Users ka Mail server ga Group of Users Connect to existing database Data Pv Connection sting serverzdbmy0058 User Id paulomilan_1 password database paulomilan_1 Create a new database Press the Connect button to connect to the DMReports database then Apply Now you can move to other tabs and set other settings for DMReports work like data sources user accounts etc and all these settings will be stored to the created DMReports database Setting Connections to Data Sources c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources To build the reports using DMReports Navigator you should set the connections to the databases you want to use in your reports as data sources The connection to data sources are set in the DMReports Administrator Tool The data sources types currently supported by DMReports are Microsoft SQL Server and Microsoft Access DMReports allows using several data sources And when building reports using the DMReports Navigator you can select one or another data source or use several data sources in one and the same report IMPORTANT NOTE Using both evaluation and licensed version of DMReports you can connect to your own databases and use them as data sources But
7. if you would like to evaluate DMReports with sample databases you can download them here Northwind Traders sample database for MS SQL Server http www dmworks net files dmreports resources sample databases SQL2000SampleDb m si Northwind Traders sample database for MS Access http www dmworks net files dmreports resources sample databases Nwind exe Connecting to MS Access Data Source To connect to MS Access data source open DMReports Administrator Tool second tab Data Sources and click the Add button m e nin F Database E Data sources hd Users iz Mail server c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources In the opened form you should select the data source type MS Access or MS SQL Server set data source name and the connection string to the database you want to use as a data source To set the connection string to the database you can either write the connections string manually or launch the Connections Manager by pressing the corresponding button Here you should set a path to the database and indicate User and Password if your database has them To test the connection press the Test Connection button c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources Press Ok As a result all settings are defined and we press OK to add a data source Provider Microsoft Jet OLEDB 4 0 Data Source C sers Iina Desktop
8. lina a DMREPORT S Nwind mdb User D Admin Jet OLEDB Database A new data source is being added to the list of all availbale data sources in the DMReport Administrator Tool ag DMReports Administrator Te Name Data Provider a Connection String Access Northwind Database Microsoft Access Provider Microsoft Jet OLEDB 4 0 Data Source C Users rina Deskto Record 14 4 Of 1 r Here you can Edit the data source Delete it Test the connection to it and add additional data sources by pressing the corresponding buttons on the form c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources Connecting to SQL Server Data Source To connect to SQL Server data source open DMReports Administrator Tool second tab Data Sources and click the Add button 23 DMReports Administrator To Database 3B Datasources QA Users L Mai server Name Data Provider _ Access Northwind Database Microsoft Access In the opened form you should select the data source type Microsoft SQL Server set its name so you can distinguish the data source in the list of all available data sources and finally set the connection string to the database you want to use as a data source Pubs SQL Server Database Data Provider Connection string c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources To set the connection string
9. to the database you can either write the connections string manually or launch the Connections Manager by pressing the corresponding button In the Connections Manager you should select the data source type Microsoft SQL Server choose the Server and select the database from a list of available Datsbase Microsoft SOL Sever F Severnane Use Windows authentication Database name Database file path Database file name Then press the Test Connection button to test the connection to the selected database and press OK As a result a new data source will be added to the list of all availbale data sources you can use to build the reports c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources 9 ters aarre NN eae E Database PI Data sources ha Users ta Mail server Name Data Frowider Connection String Access Northwind Datab Microsoft Access Provider Microsoft Jet OLEDB 4 0 Data Source C Users lina D Pubs SQL Server Datab Microsoft SQL Server Data Source IRINA PC SQLEXPRESS Initial Catalog pubs Integr i i o2 n Here you can edit the data source delete it test the connection to it and add additional data sources by pressing the corresponding buttons on the form When you create reports these data sources will be involved in the reports so if a data source is already used in a report it will be impossible to delete it When modifying the conne
10. 2 Set Connection to the created database in DMReports Administrator tool Step 1 Create a new database in Microsoft SQL Server First of all you should create a Microsoft SQL database in your Microsoft SQL Server To do that launch MS SQL Management Studio and select Databases File Edit View Tools Window Community Help EL New Query Lig Lis Gr lel Bh J CATEMP 1 DATA BIREPORTTEST MDF Lg DMReports J DMREPORTS_Database Right click the Databases item and select New Database c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database Use fulltext indexing Database files File Type Filegroup Initial Size MB Autogrowth Connecton Server IRINA PC SQLEXPRESS Connection lrina PC Irina aj View connection properties Progress Ready In the opened form give the name to your database and press Ok ie E E Script Help Options L Filegroups Database name Use fulltext indexing Database files Logical Name File Type Filegroup Initial Size MB Autogrowth Dai Check if the database is created and appears in the list of your databases c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database Ce File Edit View Tools Window Community Help iE New Query iy a a el S amp E IRINA PC SQLEXPRESS SQL Server 10 0 2531 Irina PC Irina Lg Databases La System Databases BIREPORTTEST MDF DMREPORTS_Databa
11. DMReports Prerequisites DMReports Administration Contents DIV IREO OMS PREV CO UISISS oiesvicaveisstessnsvaveuniars etuescnenne E sae eerste aewtion aoe 2 Introduction General concept of DMReports Administration cccccecsceseccceecsceeecseeeecsceeceeeueeeeeeeeeenees 2 What does an evaluation version of DMReport provide cccccccsssececeesececeeseccceeesececeuecesseneceeeeeeeeetes 2 How do add my own data sources for reports DUIIGING cccccceeecceseeeceececeeceeeueceeesceseueceseueceteneseeees 2 Do need to do any additional settings if decide to buy and use DMReports in my work 00086 2 What are the main things need to do to configure DMReports from Scratch c cccccccseeseeeeeseeeeeeees 3 Creating DMReports Database c tenet teen ne ene ne ee ee eee ent eee eer errr 3 Creating DMReports Database in MS SQL Se rvel ccccccceecccssececcseccecsceceeeceeeueceeeeceeeeceeeueceseueceeeeeseensess 3 Creating DMReports Database in MS ACCESS cccccccssesccsssccceececeececeecsceeceeeneseeeueeeeuecsseueceseuecensneeeeens 12 Creating DMReports Database in MySQL Server ccccccssecccssecccsccceececeecseeecseeneeseeeseseeceseueceteeeeeenss 16 Setting CONNECTIONS to Data SOULCES cccceccsecssccseccuccseceuceseceuceseceuseseceueeseceueeseeeuseseeeueeseceuetseeeuetseseuetaess 18 Connecting to MS Access Data SOUICE ccccssccesecesecesecescceseccseceseceseceseccseetaeetee
12. LW Database g Data sources G Uses La Mail server Outgoing email settings SMTP host smtp domain com SMTP port Enable 55L Login TestFrom domain com Password From e mail est From domain com To test e mail Test Tof domain com La Send test e mail The values of the parameters to be set are as follows SMTP Server URL of the outgoing mail server SMTP server SMTP Port port number hexadecimal notation used on the SMTP server Enable SSL is used while mails transfer Security Socket Layer User login of the owner of the e mail address from which the e mails are sent Password password of the owner of the e mail address from which the e mails are sent From e mail e mail address from which the e mails are sent To test e mail field and Send test e mail button are intended for settings testing To test set the address of the e mail to which you have an access in the To test e mail and press the Send test e mail button If all the settings are set correctly an e mail will be delivered to the address indicated in the To test e mail field c DMWorks Systems 2002 2012 www dmworks net Start Building Your First Report Start Building Your First Report Ok finally the main configurations are set and they are stored in the DMReports Database so you won t need to configure anything with further launches of DMReports Now you can launch the mai
13. NAPOSQLEXPRESS gt Database file name Logical name c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database al If you want to get access to all the advanced settings of SQL Server Database connection press the Advanced Settings button B Max Pool Size 100 Min Pool Size 0 Pooling True Replication False False True False False User ID False Data Source IRINA PC SQLEXPRESS DMREPORTS_Database False When the connection string to the SQL Server database is set press the Test Connection button to test the connection Database name Database name DMREPORTS_Database _ Database file path If the connection is set properly you get the following message c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database DMReports Administrator Tool i Connected succesfully filled onnection sting Data Source IRINA PC SQLEXPRESS Initial Catalog DMReports Test Integrated Secunty True User Instance False The Ok button in the window below becomes enabled this means that the database structure has been created Press Ok c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database Data Source RINA PC SQLEXPRESS Initial Catalog D MReports Test Integrated Now the process of database creation is finished and you can see the connection string in the main form of the Administrato
14. a new ODBC data source go to the second tab Computer data source and click Create Select Data Source Machine Data Source cess Net dBASE Files Excel Files MS Access Database MySqlODBC MySglIODBC_Driver SloServerts Sve G CA E ar Er E am amr 4 A Machine Data Source is specific to this machine and cannot be shared User data sources are specific to a user on this machine System data sources can be used by all users on this machine or by a system wide service In the opened form choose what type of the data source you want to create user or system data source Note that user data source is available only for a user who creates this data source and cannot be accessed by other users of the computer and cannot be used as a data source if you further want to use this data source in DMReports Server to display the reports over web System data source can be accessed by any user and can be used by DMReports Server Create New Data Source Select a type of data source O User Data Source Applies to this machine only Selecting System Data Source creates a data source which is specific to this machine and usable by any user who logs onto this machine c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources Select the type of the data source and click Next In the opened form choose the driver
15. arch jE Computer Local Disk C IRINA S IPO Dk 22 CD Drive F am backup ps2 ii Network File name EES E Save as type Microsoft Access Databases mdb ba a Hide Folders Cancel Select a place where you want to save the database and click the Save button After the path is set you should click the Create New button c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database Database C DMReports 1 0MWork Reports mdb After that we get a message offering to create Database Structure Press OK to create it Click OK to create the database structure then press OK to use the connection to the created database Database C DMReports 1 0MWork Reports mdb c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database As a result in the Connection String field we get the connection string to the database we have just created ie DMReports Administrator Tool LA Database gp Data sources ga Users ka Mal sener Connect to existing database Data Powder Mises Acess O T Connection sting Provider Microsoft Jet OLEDB 4 0 Data Source C DMReports DMWorkReports mdb User ID Jet OLEDE Database Password Create a new database To Test the connection press the Connect button under the Connection string field If the c
16. buy and use DMReports in my work When you decide using DMReports in real conditions not as evaluation version for testing we recommend you to configure the products from scratch create your own DMReports database in desired format MS SQL Server MS Access MySQL set there the connection to data sources create user accounts etc c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database Please see DMReports User Manual that comes in the product package and or the Creating DMReports Database section of this document for more information What are the main things I need to do to configure DMReports from scratch The main settings you need to do are Create a database where the information about DMReports application will be stored Set the connection to one or several databases you would like to use as data sources for your reports Create User Accounts for further access to DMReports modules Setup the mailing server settings to enable automatic reports distribution functionality After you set these main settings you may install other instances of DMReports on other machines within your company and point them to the created DMReports database In this case all the main settings of the application connections to the data sources user accounts etc will be taken from the created database and you won t need to set anything except the connection to DMReports database on these machines Beside
17. ction string of the data source that is already used please keep in mind that if a new database differs from the previous database by its structure the reports can become invalid Once the connections to the data sources are set move to the next tab Users where you can create user accounts for providing access to DMReports to different users Connecting to MySQL Server Data Source To connect to MySQL SQL Server data source open DMReports Administrator Tool second tab Data Sources and click the Add button c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources tt DMReports Administrator Te Access Northwind Database Microsoft Access Provider Microsoft Jet OLEDB 4 0 Data Source C Users Iina Deskto Record 14 4 1 0f 1 1 In the opened form you should select the data source type MySQL Server set its name so you can distinguish the data source in the list of all available data sources and finally set the connection string to the database you want to use as a data source WSL Server c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources To set the connection string to the database you can either write the connections string manually or launch the Connections Manager by pressing the corresponding button In the Connections Manager you should select the data source type MySQL Server and fill in the required fields
18. for the corresponding data source Excel Oracle FireBird etc Note that here it displays only the drivers installed on your machine If you cannot find the corresponding driver here please download and install the driver from the vendor of your database Create New Data Source gt eee Name Microsoft Access Driver mdb Microsoft Access Treiber mdb Microsoft dBase Driver dbf Microsoft dBase VFF Driver dbf Microsoft dBase Treiber dbt Microsoft Ecel Driver xds Microsoft Eecel Treiber 2s noe mi S amem m fe M m L After you choose the required driver press Next then Finish After that you will be prompted to set the settings specific for the chosen data source For example if we choose Excel Driver we will need to set the following settings Name Description and choose the Excel file by pressing the Select a spreadsheet button ODEC Microsoft Excel Setup Data Source Name Excel Sample Data Source Description Ecel Data Source Use Current Directory c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources ad i a Select Workbook m Database Name Sales ReportPSLAxdsx Exportagies Brasileiras Sales Report tah xlsx Sal Cnwcok nponax xlsx Crncok nponax xd Crnncok nponax 2 xlsx Click Ok to confirm the creation of the data source in all forms If the data source is created it will appear in the list of data sources in DMReports Adm
19. he following permissions are available c DMWorks Systems 2002 2012 www dmworks net Configuring Parameters of the Mailing Server Read means that users which belong to this Group of Users will have a right only to view the reports from the selected folder Write means that users which belong to the Group of Users will have a right to view and edit the reports from the selected folder It is possible to grant different permissions for the different reports folders For example let s allow users relating to the Commercial group view and edit the Commercial folder and users from the Marketing department just view the reports from the commercial folder To do this we must check in the permissions the following way Bi Permissions Editor Note that the users relating to the Financial group will not see the Commercial folder in the list of reports and of course will not be able to view edit the reports which are included into this folder Configuring Parameters of the Mailing Server To enable the correct work of DMReports Distributor module which is sending reports according to the predefined schedule that you set in DMReports Navigator you should set the mail server parameters All these parameters are set in the Mail Server tab of the DMReports Administrator Tool c DMWorks Systems 2002 2012 www dmworks net Configuring Parameters of the Mailing Server 23 DMReports Administrator T
20. his allows you to understand the main principles of DMReports work and settings and deploy the DMReports successfully and secure What does an evaluation version of DMReport provide The evaluation version of DMReports is fully functional and allows you to try out all the features of the product without any limitations When you install a trial version of the product the installer will give you choice if to install the product as a demo or not Installing the product in the Demo mode allows you to skip the main DMReports settings steps and start building your first reports immediately after installation Moreover installing the product in Demo mode you install a Samples Center of DMReports where you see the main report types you can create using the product The reports in the Samples Center are editable so you can see how they are created the fully functional designer Besides you can create your own reports using the sample Northwind database that comes in the product package and or add your own data sources and build the reports using your own data How do add my own data sources for reports building If you want to build reports using your own data you can easily add your own data sources through DMReports Administrator Tool the Data Sources tab please see DMReports User Manual and or the Setting Connections to Data Sources section of this document for more information Do I need to do any additional settings if decide to
21. inistrator tool DMReports Administrator Tool ig Database E Data sources amp Users Ea Mail server ga Group of Users Connection String Provider Microsoft Jet OLEDB 4 0 Data Source D HP ina Developm Data Source RINA PC SQLEXPRESS Initial Catalog Northwind ntegr Data Source ASU5 11K Initial Catalog Northwind Integrated Secunty Tr Dsn Excel Files dbg D HP Irina Development Finances Google adwo Dsn Eecel Files dbg D HP Inna Sales Reports Cnmconk npo gam xed Dsn DMWorks Sales Report Dsn MySQL Cars server dbmy005 whservidor com uid paulomilan_ 3p Dsn M5 Access Northwind dbg D HPMrina Development DMREPOR Dsn Excel 4 dbg D HP Iina Sales Reports Comcok npogax xdexcdefa Dsn Excel Files dbg D HPSIRINASSALESREPORT S Riki sdsxccdefauttd ODBC data source Dsn Excel Sample Data Source idbg D HP ina Sales Reports SalesR Press Ok if you finished adding new data sources or Apply then Add if you wish to add more data sources c DMWorks Systems 2002 2012 www dmworks net User Accounts and Access Rights User Accounts and Access Rights To work with DMReports it is required to create user accounts If you do not create any account you will not be able to enter the main module DMReports Navigator where you build the reports So when you first launch DMReports Administrator Tool you need to create at least one user account with Administrator rights There are 3 available user
22. n module DMReports Navigator and start building your first reports You can launch DMReports Navigator by double clicking the desktop icon or launch it from the Start menu To build a report select the Report Template tab in the opened main form of DMReports Navigator press the arrow in the right bottom side of the New Document menu tem select a report type you want to build and start creating a report template Template Delete Rename Copy Paste Properties Data Parame Properties For more information about the report types and the detailed instructions on how to build each of the report types please read the User Manual of DMReports that comes with the product package and Report Building Tutorials from our website Report Types supported in DMReports Destination and Main Usage Scenarios How to Create a List Report with Grouping using DMReports Wizard for Document Report Type c DMWorks Systems 2002 2012 www dmworks net Start Building Your First Report How to Create an Interactive OLAP Cube pivot table with DMReports using Wizard How to Create a Chart with DMReports using Wizard How to Create a Simple Dashboard using Document Report Type Creating Parameterized Reports in DMReports General Concept Creating a report with Date Time Parameter Orders Details Sample Report In case of any questions please feel free to contact us at support dmworks net Hope you enjoy using our product
23. onnection string is set properly you get the following message If you see this message the creation of the database and its structure went successfully and you can go to next step and set the connection to the data sources c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database Creating DMReports Database in MySQL Server To create a DMReports database in MySQL it is necessary to have some ready MySQL database without any data since DMReports does not create the database itself but only creates the structure required for DMReports work To create database structure for DMReports database in MySQL open the DMReports Administrator tool Database tab and press the Create database button Connect to existing database Date Provider Connection string Create a new database In the opened window select MySQL Server as a database and press the Connections Manager button c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database It will open the Connections Manager where you should fill in the following data of your MySQL Server Server Name User Name Password and the Database Name HE Connections Manager pP Create database Database mss E Connection sting server dbmy 0057 User ld paulomilan_3 password database paulomilan_ 3 c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources Confirm the creation of the
24. r Tool DMReports Administrator Too E Database Datasources Users La Mailserver Q Group of Users Connect to existing database Data Provider Merosot SOL Sever gt Connection string Data Source IRINA PC SQLEXPRESS Initial Catalog DMReports Test Integrated Securty True User Instance False Press the Connect button to test the connection c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database DMReports Administrator Tool PN an eg Connection testing went successfully b If you see this message the creation of the database and its structure went successfully and you can go to next step and set the connection to the data sources Creating DMReports Database in MS Access Now let s go through main steps required to create a database in Microsoft Access To do this launch DMReports Administrator Tool from the Start menu and press the Create Database button A Database gp Data sources ga Users ka Mail server Connect to existing database Dats Provider Connection sting Create a new database Then select Microsoft Access Database File as a database type and set a path to a file where the database will be stored c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database You will be prompted to save the database somewhere on your machine Organize New folder Date modified a Homegroup No items match your se
25. r the Group It should be a logical name for a group which unites the users relating for some specific category for example it can be departments within a company Financial Commercial Marketing etc H Database Data sources Q Users La Mailserver QA Group of Users Record M 4 FOF 3 m After the Groups are created press Apply to save the changes and move to the Users tab to assign the corresponding group s to all users which have User account type c DMWorks Systems 2002 2012 www dmworks net User Accounts and Access Rights NOTE If you will not set the group s for User account type he she will not see any folder Administrator account type will see ALL reports independently from the appointed permissions Press OK to save all the changes in the DMReports Administrator Tool To complete assigning the access rights of users to reports folder enter the DMReports Navigator under the Administrator account type and set the permissions for each folder To do this select a folder from a list of all folders if you have just started working with DMReports and don t have the folders yet you need to create the folders first and choose the Permissions item from the context menu Open report Preview New Template Delete Rename Copy Paste Data source Properties In the opened window check in the permissions for this folder for each Group of Users you have created T
26. rts Administrator Tool on the Users tab c DMWorks Systems 2002 2012 www dmworks net User Accounts and Access Rights Here you can create a new user delete an existing one or edit the data of the account When creating editing an account the following data shall be filled in e Name name of the user which distinguish him her among other users e Login login name for entering into DMReports e Password password of a user e Account Type type of a user account Administrator User Disable User a simple user of an application This type of user can create and edit reports but cannot set the parameters of reports mailing what reports are sent to what recipients on what date Administrator has access to the whole product functionality Disable there is no access to any functionality of the application This category is needed to temporarily restrict the access to the application Group of Users group which a user belongs to NOTE Group of Users field is required for assigning access rights of the User account type users to report folders To enable User account type users to see the reports it is necessary to c DMWorks Systems 2002 2012 www dmworks net User Accounts and Access Rights create Groups of Users and assign one or several groups to a User account If you will not set the group s for User account type he she will not see any folder
27. s all the reports created by users on different machines will be stored in one place and users from different machines can get access to all created reports NOTE It is possible to grant restrict access to reports to different users and groups of users To learn how to do that please read the User Accounts and Access Rights Section in the DMReports User Guide or the corresponding section of this DMReports Administration tutorial For the security purposes it is highly recommended to install DMReports Administrator tool just on one machine the machine of a system administrator or business user who will perform DMReports administration tasks Creating DMReports Database Creation of DMReports is the first and one of the most important steps this database will store the main settings of the application including connections to the data sources reports templates you create user accounts and other important information Currently you may select one of the database types you want to use MS SQL Server MS Access database or MySQL Server Below you will find step by step instructions on creating of DMReports database using all these database types Creating DMReports Database in MS SQL Server To create a DMReports database in MS SQL you should go through 2 steps c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database 1 Create a new database in Microsoft SQL Server using SQL Server Configuration Manager
28. se J DMReports_Derno GVP Northwind pubs T saude After you created a database you may want to set additional settings there but for the evaluation purposes and normal work of DMReports the default settings of SQL Server Database are ok Step 2 Set connection to DMReports Database in DMReports Administrator Tool Launch the DMReports Administrator Tool from the Start menu Ge DMReports User Guide El License Agreement On the Database tab press the Create database button c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database 3 DMReports Administrator Too E Database Data sources QA Users La Mail server Connect to existing database Daa Powder Newt SOLSene F Connection string In the opened form you should select data provider in our case it will be Microsoft SQL Server To create a new database in MS SQL we select Microsoft SQL Server as a database type and press the Connections Manager button You will get a Wizard which will allow creating the connections string to SQL Server Database c DMWorks Systems 2002 2012 www dmworks net Creating DMReports Database t C Database file path Database file name Logical name Here you should define the settings for the creation of new tables and fields for your existing SQL Server database Select the server in the Server name field and the created database in the Database Name field IRI
29. seesseetaeetseeseeessessaeeeees 19 Connecting to SQL Server Data SOULCE ccccesccssccescceeccesccescceseceseceseceeecesecseeeseecseeseeseeseesseesseesaeeeaes 22 Connecting to MySQL Server Data SOULCE cccccesecseceseccseceseceseceseccseccseetseesseecaeetseetseetaeesseetseeseesees 24 Creating ODBC Data SOUICES araire eee E EE 27 User Accounts and ACCESS RIEN ae 34 Creating User ACCOUNKS cccccsecssccseccsecseccnecseccscesecesecseccseeeceseeeceueeeeceseseuceneseeceueeeceueteceueteeseusteeseuenees 34 Creating Groups of Users and Assigning Access Rights ccccccsssccccesseceecenecceeeeseceeeueececeeeceeseeneeesauaess 37 Configuring Parameters of the Mailing Server cccccssccccsssecccesececcesecceeeseceeeuseceseeneceeeeeseceseuaecetseneceesees 41 Start Building Your First REDOT erersmiperirs iian E 43 c DMWorks Systems 2002 2012 www dmworks net DMReports Prerequisites DMReports Prerequisites e Operating System of Microsoft Windows family with the installed NET Framework 3 5 and higher e Microsoft Access 2000 and higher for running Samples Center e Connection to internet for enabling automatic reports distribution by email e MS Office 2000 and higher to enable export to word excel e PDF reader to enable export to PDF Introduction General concept of DMReports Administration IMPORTANT Please read carefully this section devoted to the General Concept of DMReports Administration T
30. tion to data sources which are not directly supported by DMReports currently DMReports supports MS Access MS SQL Server and MySQL you can use ODBC Using ODBC you can connect to Excel files Oracle Firebird PosgreSQL Sybase Interbase and other databases including proprietary ones Before creating an ODBC data source it is required to install the corresponding driver on your machine The required ODBC drivers can be obtained from vendors of corresponding databases Before creating ODBC data sources a decision must be made whether they should be user or system data sources User data sources cannot be reached unless the correct user id was used when logging on To share the data sources with other users system data sources must be created c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources It is important to note that if you wish to display your reports created with DMReports over web using DMReports Server it is required to create system ODBC data sources User data sources Cannot be read by DMReports Server because they are written to the registry belonging to a machine user who created hat data source The system data sources are written to the registry key available for all users To add an ODBC data source open the DMReports Administrator Tool the Data Sources tab and click Add Gk DMReports Administrator Tool g Database E Data sources amp Users ie Mail server ga Group of Users
31. ystem data source name here you may choose your previously created ODBC data sources Use connection string use this option for creation of anew ODBC data source If you wish to choose the previously created data source check the Use user or system data source name and select the data source from a list of created data source Enter User Name and Password to your data source if required then press Test Connection to test the connection to the data source and or click Ok to connect to it For creating a new ODBC data source check the Use connection string option and click Build c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources F Connections Manager 0 Use user or system data source name Use connection string In the opened form you can either select create a file data source that describes driver with which it is required to connect the first tab or a computer data source the second tab Select Data Source dE SQL Server Management Studio di Toad Data Modeler Freeware Integration Services Script Component Visual Studio 2005 _ Integration Services Script Task Visual Studio 2008 Select the file data source that describes the driver that you wish to connect to You can use any file data source that refers to an ODBC driver which is installed on your machine c DMWorks Systems 2002 2012 www dmworks net Setting Connections to Data Sources To create
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