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eDRG 3.1 User Guide Documentum Administrator, Webtop

1. Repeating Choice List Variable 3 2 2 5 Object Variables Use the Add button to select an object from the repository for the Object Variable The allowed object types to select are set by the Report Builder e g a folder to search in Single Object Ada Single Object Variable Add Repeatin pr E Remove Object 10 65 eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Repeating Object Variable Choose an item Dialoogvenster van webpagina SI http 172 25 180 60 8080 da webcomponent library locator locatorcontainer jsp Choose an item Detm Starts with Show Current Versions Name Detm 7 Delt Report Generator dm bof registry dm bof registry dmadmin Detm 7 Resources Detm 7 System Drtm r Temp Dctm r GA AAA EA A Templates Detm r http 1 E Internet Beveiligde modus uitgeschakeld The object browser is shown when clicking the Add button 3 2 2 6 Boolean Variables You can use the checkbox to enter true or false for the Boolean Variable e g to include or exclude older versions Single Boolean Single Boolean Variable There are no repeating Boolean Variables 3 2 3 Including Historic Data If a Report Definition is enabled to store and process historic data you can choose to includ
2. euroscript Webtop amp TaskSpace THE WORLD OF DOCUMENTS Save Report Indicates if the results from this query should be saved in historic data tables See paragraph 0 DQL Select Query must be a valid DQL select query If a query is entered that is not a select query e g update or delete the report will not be generated A DQL query can contain variables see paragraph 4 3 4 and special functions see paragraph 4 3 9 20 65 EIER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace To add new entries gt Fill in the fields in the bottom row Click Add To edit an existing entry Click Edit for that row Edit the existing entry gt Click OK If you select more rows gt Move the rows up or down with the Move up and Move down buttons Or Remove the rows with the Remove button Click OK All changes are saved The Test DQL button opens DQL Test screen where the user can execute the DQL query and check the results Query SELECT r object id object name FROM dm document Execute Save Close I Show as text for easy copy and paste O Show as HTML for best formatting Results Maximum results to return 100 v String Value Column Width 32 r object id object name 0901e240800001d0 Default
3. On the application server Navigate to the Webtop or TaskSpace folder structure Navigate to Vdrg configlreport generatorVdit report generator Open the file dit report generator configuration xml Change the value between the lt ConfigurationPath gt tags to reflect the new cabinet name Change the value between the lt method config file gt tags to reflect the new cabinet name Save the file Restart the application server ov yy vV yvvvy Go to this page http lt application server gt webtop wdk refresh jsp 7 4 Checking Method Logs Each time when a report is generated a log file is created unless the trace level is set to 0 If the report is generated manually or the schedule is started with the Test now button the log file is placed in the Temp cabinet If the Delt Reporting Agent job is run the log file is created in Temp jobs Delt Reporting Agent 59 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 mie eDRG 3 1 User Guide mg Documentum Administrator euroscript Webtop amp TaskSpace Messages that can appear in the log file Message Description N Schedule This is normally shown after an Report definition error occurred DQL Query It gives you more information on Presentation file where the error occurred Destination ERROR No license file present ERROR Wrong license file version ERROR Corrupt license file ERR
4. Report definitions can be created by Report Builders from the following location Report Administration Report Definitions not from the Report Generator section To create a report definition Navigate to the report category in which you want to create the Report Definition Choose the menu item File Choose the submenu item New Choose the submenu item Report Definition The following screen is displayed v v vy 13 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 me eDRG 3 1 User Guide EE on Documentum Administrator ae E U ro SCTI pt Webtop amp TaskSpace ej Properties Info Webpage Dialog A http 172 25 180 60 2080 webtop drg Jsp report generator properties report generator definitionProperties jep Properties Info ay ay ay Type dit report definition Format dm internal Hame Title Subject Keywords Edit Authors Full Content Size Owner Name dmadmin Version Label Edit 1 0 CURRENT Checkout Date Checked Out By P Show More Show all properties gt Fill in a name for the Report Definition i NOTE The Report Definition name is subject to the regular object_name attribute restrictions e g it has a maximum length of 255 characters Click Next 14 65 IER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Do
5. Delt Reporting used by the Delt Reporting Agent Configuration Delt must be the same as the value for Reporting Agent configuration_file on the job Configuration xml settings method_trace_level The trace level that the Delt 2 Reporting Agent uses when the users start it manually If set to 0 zero the log file will not be created but you will not get any error messages if something goes wrong either 57 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 mis eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 7 2 Job Configuration Job Properties du Job Delt Reporting Agent Method Name Select Method Delt Reporting Agent Arguments Edit configuration file Delt Report Generator Delt Reporting Agent Configuration xml M Pass standard arguments To change the job settings for the Delt Report Generator Login to Documentum Administrator gt Navigate to Administration Job Management Jobs Locate the Delt Reporting Agent job Click the link Select Method on the Method tab gt Specify the arguments Pass standard arguments must always be checked There is one additional custom argument configuration_file for this job This parameter must be specified on a single line It should point to the full location in the repository of the configuration file for the job The default location for the configurat
6. Variables Variable Default Value select user_name from dm_user where r_is_group false Variables Screen To use a variable in a DQL query you just insert the name of the variable in the DQL query on the place where it should be used All occurrences of this text are replaced with the value entered by the user E g if the variables are set as shown in the image the user that runs the report definition will get the following screen 23 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 me eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Run report Name of Report Definition Set these variables to run the report User name dmadmin From Date ep 13 2011 Ez 0 K Gel Cancel If the DQL query for this Report Definition is set to SELECT object name r creation date FROM dm document WHERE owner name user name AND r creation date gt from date ORDER BY r creation date user_name is replaced by the value selected in the first row and from_date is replaced by the date selected on the second row The result is a list of all documents created by the user from the specified date To add new entries gt Fill in the fields in the bottom row Click Add To edit an existing entry gt Click Edit for that row Edit the existing entry gt Click OK If you select more rows
7. gt Move the rows up or down with the Move up and Move down buttons Or Remove the rows with the Remove button gt Click OK All changes are saved The Test button opens the DQL Test screen where the user can execute the DQL query and check the results The Select Types button is only available for object variables see paragraph 4 3 5 4 3 5 Object Variables Object Variables allow a user to select an object from the repository as value for a variable The Object Type of the object the user can select can be configured 24 65 EIER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator E U KE pt Webtop amp TaskSpace To use these variables in the DQL query you can specify the attribute of the object you want to use between brackets For example if your variable is object and you want to use the attribute object_name you specify object object name If you dont add an attribute the object id of the object will be used The Select Types button opens a screen where you can select the allowed object types for the Object variable All object types are allowed if you don t select an allowed Object Type i NOTE The allowed object types are not inherited For example if you only select dm_document then dm_document objects are allowed but not subtypes of dm_document IR Choo
8. Automatically Create Historic Tables indicates if historic tables can be automatically created updated by the eDRG if needed If you are a member of the admingroup you can enable or disable this setting from this page The table contains all the Report Definitions in the repository History Enabled indicates if historic data is enabled for this report Tables Valid indicates if the historic tables are valid i NOTE For Report Definitions with historic data enabled it is not possible to easily detect if the tables are correct For these the Tabled Valid column will be set to Unknown Click the Show Details button Select the Report Definition and click the Show Details button for more information This information is displayed in a table under the Report Definitions table If the tables with the Report Definition are incorrect you will get a link to a logfile which contains the problems for that Report Definition 49 65 eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Possible problems are Problem Solution The table exists for DOL but isn t used Remove the table and registered table from the database No name is specified for the historic tables Nothing exists yet for this Report Definition for DOL Set the dal history table to the name of the table you wa
9. EL roscri pt euroscript Delt Netherlands bv THE WORLD OF DOCUMENTS EUROSGRIPT DELT REPORT GENERATOR USER Ell mm w i mm Mm Mm VA al HI CH SEG Hd Wil 9 Ww i H PIR Ha uh DHA bi if H f i p y N My f Hi Tp 1 H TEL PEEL l RB f eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace Deliver meaningful Insight across your organisation eDRG 3 1 User Guide EUrOsCcri pt Documentum Administrator THE WORLD OF DOCUMENTS Webtop amp TaskSpace Contents 1 PRODUET DESCRIPTION sees sedes sede eek ede Gee ven 2 2 INTRODUCTION php 5 2 1 KE he 5 2 2 REPOR TO EE 6 2 3 REPORT DEFINIMONG E 6 2 4 FT 6 2 5 REPORT IA ME EE E A nasi 6 3 REPORT USER EE 7 3 1 MON 7 3 2 GENERATING TK 7 Fel COO SING KN LEE enn i T 8 CPA E ge VE 5 8 EE OE EE ane EEE 9 3 2 2 1 String Variables oo ee ee Re Re ee ee Re ee ee ee ee ee ee ee ee ee ee ee ee ee 9 3 2 2 2 Date NE 9 3 2 2 3 Integer Variables s enrsrnnvornavranvesnarrannssnasnennssnnvesvaveannesnasnennssnesnennssnnsesvassannesnasnsnnssnasnnnssnnsesvassannere 10 3 2 2 4 en 10 VENTE NNN 10 3 2 2 6 PENN NE 11 32 3 Including Historic Data ees ees ee ee Re Re Re Re Re ee Re ee Re ee Re ee ee 11 3 3 SUBSCRIBING TO REPORT DEFINITIONS ee ee n 12 3 4 SUBSCRIBING TO REPORT CATEGORIES as cusses Ge Se GE EG GE Se GE Ge GE EG GE ee GE Ge ee 12 A REPORT BUILDER LJ 13 4 1 PTI ODS TION RA E EE 13 4 2 COPYING MOVING REPORT CATEGORIES ee ee
10. If you use the Browse button to select a presentation file of the object type Report Presentation see paragraph 4 8 the Presentation Type is automatically set correctly 30 65 EIER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide _ a Documentum Administrator euroscript Webtop amp TaskSpace 4 3 11 Historic Data G NOTE Historic data can be globally disabled If it is disabled you are still able to enable historic data on Report Definitions However these settings are ignored G NOTE If you enable historic data on a Report Definition you also need to make sure the Report Presentation can process the historic data Historic data can be enabled on Report Definitions This means that results from the queries are stored in the database and included in future reports Set the Save Report attribute to true for each DQL Select Query for which historic data should be stored It is possible to enable this for only some of the DQL Select Queries of a Report Definition You can control how often historic data is stored e g at most once a week by setting the below attributes on the Report Definition Attribute Description Values Save Run Mode This attribute controls if historic is Automatic stored for only automatic runs Manually schedule only manual runs or Automatic and Manually both Save Report Interval These attributes de
11. Select submenu item Report Category Vvvv New Report Category Create 1 Create 3 Permissions Demo reports Name Show options A window opens where you can enter a name for the Report Category Fill in a name for the Report Category 41 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 ars eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace i NOTE The Report Category Name is subject to the regular object_name attribute restrictions e g has a maximum length of 255 characters Click Next New Report Category Info 1 Create Demo reports Info Name new category Title Subject Keywords Edit Owner Name Edit dmadmin gt Show More ReportTool Edit Items Variable The attributes screen for Report Categories is shown gt Optionally fill in the attributes gt Click Finish The Report Definition is created Explanation of the attributes Attribute Variable The variables for the reports in this 32 characters category See paragraph 4 3 4 Variable Label 255 characters Variable Type Variable Default Value 255 characters 1 Variable Query 1000 characters Variable Repeating Variable Mandatory 1 These attributes are hidden and won t be displayed on the attributes page but can be set by clicking on the edit link
12. THE WORLD OF DOCUMENTS Run report Documents Created by a user vi Run Report set these variables to run the report User name From Date Date Minute w Second E Show History Data Show History Period From date Sep 12 2011 End Date Sep 12 2011 select a stylesheet HTML Tomat e The Run Report dialog 3 2 1 Choosing a Stylesheet If a Report Definition has multiple output definitions stylesheets a dropdown box with the available stylesheets will be displayed Run report Documents Created by a user Ei Run Report set these variables to run the report User name e E From Date Date Minute v Second w Mi Show History Data Show History Period From date Sep 12 2011 HTML fomat e Dropdown box with available stylesheets 8 65 ers eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 3 2 2 Setting Variables A Report Definition can have optional or required and single or repeating variables You can must specify values for these variables when generating a report The following paragraphs describe the types of variables that can be set Repeating variables have an Add and Remove button to add or remove values from the list Run report Documents Created by a user Set these variables to run the report User na
13. Automatically removing reports only works if Save as Version is selected Automatically removing reports only works on the current report name E g if the report name is changed on the report definition the reports generated with the old name will not be removed If two report definitions both use the same destination and report name for the generated reports reports generated by both Report Definitions count towards the total number of versions 4 5 Getting the XML File 1 CAUTION Make sure that all changes are saved before you click the Show XML Preview button otherwise the old settings will be used Report Builders have an additional button on the properties page of report definitions This button can be used to get the XML file that is processed by the style sheet This XML file can then be used to test the stylesheets without having to import it and run the report definition every time EIE The generated XML file is placed in the user s home cabinet and automatically opened 4 6 Copying Moving Report Definitions Copying and moving Report Definitions works in the same way as copying or moving other objects It is only possible to copy or move Report Definitions to Report Categories from Report Administration Report Definitions 4 7 Exporting Importing Report Definitions Report Definitions can be exported by Report Builders Navigate to Report Administration Report Definitions Select the report defini
14. If tables are automatically generated they will get the name edrg object id of the report definition _ unique number 6 characters sor r The following table describes the columns that are added to all the Historic Data Tables Column Description edrg report identifier integer Used to group results from a report edrg row id integer Used to sort the results in a report edrg value index integer Only added to the repeating values table Used to sort the repeating values results in a row 50 65 EIER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide _ a Documentum Administrator euroscript Webtop amp TaskSpace G NOTE The eDRG uses the registered tables from Documentum to check the Historic Data Tables The information in the registered tables must always match the actual Historic Data Table 5 10 2 Historic Info Table The historic data function needs a Historic Info Table to store information about the stored reports This table needs to be created and registered manually because its automatic creation is disabled and this table does not exist yet no reports with historic data enabled have previously been run The name of the table is edrg_history_info and must contain the following columns Column edrg_report_definition_id VARCHAR 16 edrg_report_identifier INTEGER report_time DATETIME report_user VARCHAR 32 run_t
15. Queries with historic data within the selected period are added to the XML like the first DQL query example DQL Queries with historic data disabled or no historic data within the selected period are added to the XML like the last DQL query example If historic data is globally disabled no lt historic gt tags will be added to the XML 40 65 eis eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 5 Report Administrator My Files e Categories n Report Generator 5 1 Introduction Report Administration This chapter describes the functionality for users with FHE Report Definitions the report_administrator role DE Demo kind Report Administrators can access the Report H 0 Repository neel Schedules tree node under the Report Administration EI User Reports tree node He Report Presentations The Report Schedules tree node contains the Report er Schedules for the eDRG 8 Administration f Home Cabinet i EN Li Cabinets 5 2 Creating Report Categories Report Categories can be created from the following section Report Administration Report Definitions not from the Report Generator section To create a Report Category Navigate to the report category in which you want to create the Report Category Choose menu item File Select submenu item New
16. and compose the desired style sheets The euroscript Delt Report Generator can be accessed by anyone who has been given one of these default roles The euroscript Delt Report Generator can produce output in any format that can be generated using XSL style sheets For example reports can be presented in PDF HTML text file Microsoft Excel spread sheet or Microsoft Word format The euroscript Delt Report Generator can also e mail the output file automatically In this case the recipient does not need to be a Documentum user and can even be someone from outside the organization The euroscript Delt Report Generator is integrated into the Documentum Webtop Documentum TaskSpace and Documentum Administrator client in line with the corporate philosophy of Documentum This enables end users to work in an environment that they are already familiar with Besides integration in these environments euroscript Delt has also integrated the euroscript Delt Report Generator in the popular Documentum D2 client The overall functionality of euroscript Delt Report Generator is the same in all interfaces with minor differences This user guide will point out minor differences where applicable The euroscript Delt Report Generator does not need to be installed on the end user s local machine Deliver meaningful insight across your organization 4 65 as eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript co
17. data 4 3 12 Permissions On the Permissions tab of a Report Definition the permissions can be changed i NOTE By default each report definition has the dit report definition ac ACL unless the Report Category has a different ACL which means Users with the report user role can see the report definition and can generate reports Users with the report_builder role also can edit the report definition Users with the report administrator role also can delete the report definition 4 4 Automatically Removing Old Reports Generated reports can be automatically deleted by setting the attributes Remove Reports after Number of Versions and or Remove Reports after Number of Days on the report definition The Remove Reports after Number of Versions option removes the oldest versions of the object if the number of versions exceed the specified number 0 means do not remove reports when a new version is added The Remove Reports after Number of Days options removes the versions of a report older than the specified number of days 0 means do not remove reports when a new version is added 32 65 ER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Limitations for this function Automatically removing reports only works on reports that are stored in the repository
18. float and date formats set on the report definition by the Report Builder The available column types are boolean double id integer string time undefined v v vyv vv y 4 9 1 Values From Repeating Attributes in The XML File The syntax of values from repeating attributes in the XML file depends on the value of the Split Repeating Values attribute on the report definition If the Split Repeating Values attribute is not selected the syntax is lt column name type type gt value1 value2 last value lt column name gt If the Split Repeating Values attribute is selected the syntax is lt column name type type repeating true gt 38 65 EIER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace lt value index 0 gt value1 lt value gt lt value index 1 gt value2 lt value gt lt value index gt last value lt value gt lt column name gt 4 9 2 Historic Data in The XML Files If the user requested historic data to be included in the report the following XML syntax is added to the report after lt settings gt and the first lt objects gt lt historic name name of first DOL query gt lt historic_report reporttime date of first included historic data reportuser useraccount used for this report runty
19. following text will be used This is a report automatically generated by the Delt Report Generator 2 If left empty then the following text is used lt user_name gt lt repository_name gt com 3 If left empty then the following text will be used Report from repository 4 See Appendix I Java formats 5 These attributes are hidden and won t be displayed on the attributes page but can be set by clicking on the edit link for the visible attribute in the same group i e for destinations the attribute destination is visible and the attribute destination_type is not 6 If left empty then the following format is used yyyy MM dd hh mm ss 7 If left empty then the following format is used 4 8 This attribute is hidden on both the properties screen and the dal edit screen but is automatically set internally These attributes are required 4 3 1 Destinations Destinations define the location where the report will be saved to or emailed to if the destination type is E mail A Report Definition can have multiple destinations Each destination specification consists of a Destination and a Destination Type Only the attribute Destination is displayed on the attributes screen These two attributes are edited together Click Edit The edit screen opens 17 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 me eDRG 3 1 User Guide EUrOS
20. list this query is used to fill the dropdown list with values the user can choose from If the Variable Type is set to Object then this field lists the allowed object types to add to this variable This field is ignored for all other variable types Repeating If selected the user can specify multiple values for this variable This option is not available for Date or Boolean variables See paragraph 4 3 6 Mandatory If selected then the user has to specify a value for this variable See paragraph 4 3 7 There is no required syntax for the variables but it is recommended to use special characters for example characters in front and at the end of the variable to make them easily recognizable 22 65 ER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Variable Type Description String The user can enter any value for this variable Date The user can choose a date from a date selector Integer The user can enter any positive integer value for this value Choice List The user gets a dropdown list from which it can choose the value The dropdown list is filled with the values from the DQL query specified in the Variable Query field Object The user can select an object in the repository from an object selector See paragraph 4 3 5 Boolean The user can check a checkbox
21. placed in a report category Report categories can be created by a report administrator 2 5 Report Schedules Report Schedules amp are used to schedule reports for automatic generation Example using a schedule a report can be generated every Saturday at 23 00 or every day at any other desired time 6 65 ers eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide on Documentum Administrator euroscript Webtop amp TaskSpace 3 Report User 3 1 Introduction This chapter describes the functionality for users with the report_user role Users with the report_builder or report_administrator role also have the report_user role Dctm67 drg_user File Edit View Tools Inbox Q Saved Searches Report Generator Demo reports User Reports Q Subscriptions User Reports F Starts With x My Files Categories 10 v Report Generator sg RE EE ER Demo reports Deeg emm CC Repository Reports Documents Created by a user dmadmin Document Transformation Services Doe hr Crossing aa ponpe Full Text Index Documents Owned by me dmadmin My Tasks dmadmin C Repository Configuration My Workflows dmadmin E My Home Cabinet d Cabinets Add Repository Report Generator tree node in Documentum Administrator and Webtop Preferences Logout f fi Mao Ge Te E Reports ME Zei drg_user Report Definitions EH Demo rep
22. the XML result See paragraph 4 8 5 4 8 1 Including Other Presentation Files It is possible to use xsl include and xsl import to include other stylesheets into your own stylesheet Paths used for xsl include and xsl import can be an absolute path or a relative 35 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 sie eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace path to the style sheet that includes them A stylesheet in the repository can only include other stylesheets in the repository and not stylesheets that are on the OS file system A stylesheet on the OS file system can only include other stylesheets on the OS file system and not stylesheets that are in the repository 4 8 2 Creating Presentation Files for PDF Report PDF reports can be created by using XSL FO http www w3 org TR xsl fo section The stylesheet that is used by the Report Definition should create an XSL FO file which is then transformed to a PDF file i NOTE The transformation from XSL FO to PDF will only happen if the presentation type for this presentation file on the report definition is set to PDF The euroscript Delt Report Generator uses Apache FOP http xmlgraphics apache org fop to create the PDF files The limitations of Apache FOP also apply to the euroscript Delt Report Generator 4 8 3 Charts in PDF Reports Charts can be cr
23. DRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 me eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace ets OS ii l S Presentations Presentation Presentation Name T SEN Presentation Format Delt Report a HTML Output Repository e html Generator Presentations General Presentation xsl Browse Destination 0 Repository Temp Presentation is the full location and name of the XSL presentation file Presentation Name is the name of the presentation that will be shown to the user generating the report if multiple presentations are specified for this report definition Presentation Type specifies if the presentation file is on the file system OS or in the repository folder structure Presentation Format specifies in which format the result will be saved this should correspond to the output of the XSL file Presentation Destination The numbers 0 to represent the available destinations The list of defined destinations is displayed at the bottom of the page i NOTE Manually generated reports are always placed in the user s home cabinet regardless of any destinations specified The Browse button lets the user select a stylesheet document in the repository as presentation file This button only works if Presentation Type is set to Repository If the Presentation Type is set to any other value this button will be disabled
24. Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 EIER eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace gt Choose menu item Delete The Report Schedule is deleted 5 9 Automatically Running Report Schedules The Delt Reporting Agent job periodically checks which schedules should be started and starts them When a Report Schedule is started a flag is set so that the schedule won t get started twice If the Documentum Java Method Server or the Documentum Content Server is stopped while a schedule is running this flag will not be removed To prevent that those schedules will never run again the flag is automatically removed after 1 hour 5 10 Managing Historic Tables A Report Administrator can manage the historic tables by pressing the Manage Historic Tables button on the Report Administration page 4 Dctm67 dmadmin File Edit View Tools Work Queue Monitor me Inbox ae 7 A K Work Queues Report Administration Saved Searches subscription Get Version and Environment Info Manage Historic Tables My Files Name Description gr Categories Report Definitions Manage report definitions and report categories n Report Generator d Report Administration Report Presentations Manage report presentations A Administration My Home Cabinet ull Cabinets Add Repository Report Schedules Manage report schedules This will display the
25. IER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide _ mg Documentum Administrator euroscript Webtop amp TaskSpace DQL Query SELECT r object id FROM dm sysobject WHERE ANY keyword var If var is filled with Document and Example then the actual DQL query will be SELECT r_object_id FROM dm_sysobject WHERE ANY keyword Document OR ANY keyword Example i NOTE Repeating variables cannot be used inside special DQL functions See paragraph 4 3 9 4 3 7 Optional Variables The Mandatory field determines if a variable is mandatory or optional Optional Variables can be left empty by the end user Using the special DQL function DRGIF see paragraph 4 3 9 you can create a DQL select query with optional parts Example Variable owner DOL Query SELECT FROM dm_sysobject DRGIF owner WHERE owner name owner If owner is empty the actual DOL query will be SELECT FROM dm sysobject If owner is dmadmin the actual DOL query will be SELECT FROM dm sysobject WHERE owner name dmadmin 4 3 8 Category Variables Variables can also be defined on a Report Category In this case all Report Definitions in that Report Category and all sub categories automatically have these variables 4 3 9 Special DQL Functions The euroscript Delt Report Generator recognizes some additional functions in DQ
26. ION srra A EEE 58 7 3 CHANGING THE EDRG CABINET 59 7 4 CHECKING METHOD Loes AAA 59 7 5 o ASE EE OE EE OE OR EE N Oe N N 61 7 6 TVEN De 61 APPENDIX I JAVA EECHER Ee 63 APPENDIX II UPDATES LICENSES AND SUPPORT ees sees sesse sees see ee ee ee see ede ee ee dee ee 65 3 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 CR eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 1 Product Description With the euroscript Delt Report Generator end users can request reports from predefined report definitions They can see the reports displayed on their computer screen or receive reports automatically in their e mail or at a specified location inside or outside the Documentum repository The preferred format can be chosen by the end user without the end user needing any knowledge about DQL HTML or XSL The euroscript Delt Report Generator categorizes functionalities according to the user s role in the report generator There are 3 predefined roles Users in the Report User role which supplies predefined reports from the system require no knowledge of either DQL or style sheets Users in the Report Administrator role can schedule reports so that they are generated automatically at a predefined time and location Users in the Report Builder role can define new report specifications by configuring the DQL statements and they can identify
27. L queries that are not available in normal DQL The functions are case sensitive and should be written in all capitals TIP in many situations eDRG DQL functions can be nested DRGIF This function works like an if then else construction The else part is optional so the function takes either two or three arguments 1 the name of the eDRG variable to check required supported values are true and false for boolean variables or an empty string false and any other string true for other variable types the literal value false for non boolean variables also resolves to false 274 the string to return if the first parameter is true 27 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 EIER eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 3 the string to return if the first parameter is false Optional if not present the else part resolves to an empty string Examples DRGIF somevar string1 DRGIF somevar string1 string2 The string parameters have no delimiters they contain all characters between commas and braces They are not trimmed meaning that you could pass one or more spaces if you wanted to eDRG variables nested inside string parameters are resolved i NOTE If you want to use commas inside string parameters you must escape them by specifying two commas i NOTE If you use variables inside a DRGIF
28. Manage Historic Tables screen 48 65 eis eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide Documentum Administrator EUTO SCT pi Webtop amp TaskSpace THE WORLD OF DOCUMENTS Manage Historic Tables Historic Data Allowed Yes Disable Automatically Create Historic Tables Yes Disable GOG Page 1 KE Items per page 140 S N Report Name Category Tables Valid 3 EFS server Configuration Demo reports Repository Reports Repository Configuration Demo reports Repository Reports Repository Configuration D Server Locations ER Repository Demo reports Repository Configuration Reports Repository Configuration Demo reports Repository Reports Registered Tables EES Number of Documents Demo reports Repository by Format Reports Documents D Registered Tables Unknown Click the Show Details button Ss Number of Documents by Object Type ds Number of Documents by Storage Area ds Number of Groups and Users Ke ACL Summary Demo reports Repository Reports Documents Demo reports Repository Reports Documents Demo reports Repository Reports Documents Demo reports Repository Reports Documents EF content Size by Format Demo reports Repository Historic Data Allowed indicates if historic data is globally enabled or not If you are a member of the admingroup you can enable or disable this setting from this page
29. OR Current repository does not fall within the license TOO many users in repository ERROR Current repository does not fall within the license Docbase ID not in licensed range ERROR Current repository does not fall within the license Licensed period exceeded ERROR Error while reading license file ERROR No license file specified ERROR Required argument user_name missing Make sure that pass standard arguments is checked on the job settings ERROR Required argument docbase_name missing Make sure that pass standard arguments is checked on the job settings ERROR The arguments report_definitions and test_schedule are not valid when this method is started by a job ERROR The arguments report_definitions and test_schedule cannot be specified together Current DQL query is not a select query Other query types are not allowed Unknown destination type only Repository OS and Email are allowed 60 65 IER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 The license specified in the configuration file cannot be found The license file is for a different version of the euroscript Delt Report Generator The license file is either damaged or the file specified in the configuration file is not a license file Your repository has more report users then the current license file allows The docbase id of your repository is not licensed to use the euroscript Del
30. Signature Page Template Blank PowerPoint Pre 3 0 Pres pos0le240800001db Blank WordPerfect 6 Document 0901e240800001dc Blank WordPerfect 7 Document Blank WordPerfect 8 Document Blank Excel Workbook 5 0 7 0 Blank Excel 97 2000 Workbook Blank Excel 97 2000 Template Blank Access 95 Database Blank Access 97 2000 MDE Da Blank Access 97 2000 Database Blank Word 6 0 7 0 Document Blank Word 97 2000 Document Blank Word 97 2000 Template Blank PowerPoint 97 2000 Pr Blank PowerPoint 97 2000 Te Blank Microstation Document Framemaker 5 5 Chapter 0901e24080000Leb Framemaker 5 5 Fax 0901e240800001lec Framemaker 5 5 FrontMatter 0901e24080000Led Framemaker 5 5 Index 0901e240800001lee Framemaker 5 5 Letter Ki Clicking on Save will copy the DQL query back to the field on the edit page Clicking on Close will close the DQL Test screen without changing anything i NOTE The DQL Test screen does not support variables variables need to be filled in manually The DQL Test screen does support special functions 21 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 ae eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 4 3 3 Result Threshold The Result Thresholds can be used to specify the minimum number of required results A report is only generated if at least one of the DQL queries for the report has a
31. WHERE object name IN var If var is filled with Example Document and My Document then the actual DOL query will be SELECT r object id FROM dm sysobject WHERE object name IN Example Document My Document If you don t include the quotes around var there will be no quotes in the actual DOL query In a comparison operator This example is with the operator but it also applies to like not like lt gt la sz C DQL Query SELECT r_object_id FROM dm_sysobject WHERE object_name var If var is filled with Example Document and My Document then the actual DQL query will be SELECT r_object_id FROM dm_sysobject WHERE object_name Example Document OR object_name My Document If you don t include the quotes around var there will be no quotes in the actual DOL query If the variable in the DOL query has a iw character before or after it this will be included in all the values Example DQL Query SELECT r_object_id FROM dm_sysobject WHERE object_name LIKE var If var is filled with Example Document and My Document then the actual DQL query will be SELECT r_object_id FROM dm_sysobject WHERE object_name LIKE Example Document OR object name LIKE My Document If the statement with the repeating variable is an ANY statement the ANY statement is repeated as well Example 26 65 E
32. WK EA EA EA ZS KK ENGE EE ES EN SN EG SENGENE Create report categories 5 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 CR eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Delete report categories x x e Create report schedules x x e Delete report schedules x x e Check reports history tables x x wv Enable disable allow historic data x x vi x x wv Configure Delt Report Agent job 1 If the user is a member of the admingroup 2 If the user has access to Documentum Administrator and permissions to configure jobs i NOTE These functionalities are available as long as the objects have their default permission set If the permissions are changed some functions might no longer be available 2 2 Reports Report objects are the reports generated by either a schedule or a manual request These objects can be stored anywhere in the repository and can be used as any other document 2 3 Report Definitions Report Definitions CD are used to generate reports You can access the Report Definitions from the Report Generator tree node A report definition must be placed in a report category and can be created by a report builder 2 4 Report Categories Report Categories are used to group report definitions Each report category can contain other report categories and report definitions Each report definition must be
33. ber of waiting documents the number of failed documents the number of warnings and the oldest waiting item in the full text index queue Displays the number of inbox items per user Displays the work queue category the work queue name the number of assigned tasks and the number of unassigned tasks for all work queues in the Repository Displays the workload per priority level Displays the work queue category the work queue name the workload and the priority for all work queues in the Repository Combines most of the other reports in one report 55 65 eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 eDRG 3 1 User Guide pg Documentum Administrator euroscript Webtop amp TaskSpace Report Definition Description Tasks Assigned to me Displays the workflow name the task name the priority the work queue name the creation date and the due date for tasks assigned to the currently logged in user Tasks Assigned a Group or Work Displays the workflow name the task name the Queue priority to whom the task is assigned the work queue name the creation date and the due date for tasks assigned to a group or work queue that the currently logged in user is a member of 1 These demo report definitions will only work if Document Transformation Services is installed These report definitions give an error when DTS is not installed 2 These demo reports generate links to Webtop but this
34. binet gt Presentations General This stylesheet can be used to create a MS Word file Presentation Word xsl which displays the results of each query in a table lt cabinet gt Presentations Demo This stylesheet can be used to create charts in a PDF Reports Include charts xsl file See paragraph 4 8 3 lt cabinet gt Presentations Demo This stylesheet is used by all the style sheets that Reports Include htmICommon xsl create HTML files to create the common parts i NOTE These general presentations files are only installed if the demo reports are installed 56 65 sis eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 7 System Administration 7 1 WebTop and TaskSpace Configuration The WebTop and Taskspace integrations have one configuration file dit_report_generator_configuration xml This file can be found in the folder drg config report_generator under WebTop or TaskSpace It contains the following settings Setting Description Default value ConfigurationPath The full path in the Repository for the Delt Reporting location where all files for the Configuration euroscript Delt Report Generator are stored method_name Name of the method that starts the Delt Reporting Agent Delt Reporting Agent should never be changed method_config_file The configuration file that should be
35. btop Version 3 0 53 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 IER eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 6 Demo reports The euroscript Delt Report Generator includes several demo report definitions that can create several basic reports about the repository The following demo Report Definitions are available Report Definition Description ACL Summary Displays the number of ACLs the number of internal ACLs the number of external system ACLs and the number of external private ACLs Content Size by Format Displays the average largest and total content size per format Content Size by Rendition Displays the average largest and total content size of renditions per format Content Size KB Summary Displays the average largest and total content size per file store Number of Documents by Format Displays the number of documents per format Number of Documents by Object Displays the number of documents per object type Type 4 5 Number of Documents by Storage Displays the number of documents per storage area Area Number of Groups and Users Displays the number of groups and users in the Repository Jobs Displays the name the type the run interval the run mode whether or not the job is active the last run date and the last message of the jobs in the Repository Registered Tables Displays the
36. cumentum Administrator euroscript Webtop amp TaskSpace Properties Info Webpage Dialog http 172 25 180 60 8080 webtop drg jsp report_generator properties report_generator_definitionProperties jsp Properties Info ReportTool Permissions Type dit_report_definition Format dm_internal Report Name Destination Edt 1 Item Edt 1 Item Edit 0 Items Edit DQL Select query 2 Items Presentation Variable E Show all properties Show XML Preview ok J Cancel The attributes shown on the info tab in the ReportTool section and following sections define the reports that will be created by this Report Definition gt Fill in the required attributes Click Finish The Report Definition is created Explanation of the attributes Attribute Description Limits Date Format H The format that should be used for 32 characters should be displaying dates in filenames and a valid java date pattern results 4 Destination The destinations for the reports See 1000 characters Destination Type gt paragraph 4 3 1 DQL Select query The DQL queries to run See 2000 characters DOL Name gt paragraph 4 3 2 and paragraph 0 255 characters Result Threshold gt Save Report gt DOL History Table Split repeating values If selected the repeating values returned from the DQL queries will be split See paragraph 4 9 1 Email Body The text that is used i
37. e it in the report you are generating There are 2 options you can set for the historic data 11 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 me eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Run report Documents Created by a user set these variables to run the report User name Ti From Date Date am 7 Minute e Second er VI Show History Data Show History Period Fromdate Sep 12 2011 End Date Sep 12 2011 HTML format e The first checkbox Run Report is used to indicate if the queries that are set on this Report Definition should run or not If the checkbox is not checked you will only get historic data If the checkbox is checked you will also get the current data The second checkbox Show History Data is used to indicate if historic data should be included in the report The two date selectors below this checkbox can be used to specify the period you want to be included in the historic data 3 3 Subscribing to Report Definitions You can subscribe to Report Definitions Select the Report Definition gt Choose menu item Tools gt Choose submenu item Subscribe If you double click on a subscription of a report definition the report will be generated 3 4 Subscribing to Report Categories You can subscribe to Report Categories Select the Report Category gt Choose menu item Tools g
38. e workload number of inbox items of all of the groups in the Repository Displays the document name the document creator the modify date the current state of the documents created by the currently logged in user The report contains direct links to the objects in the repository Displays the document name the document creator the modify date and the current state of the documents owned by the currently logged in user The report contains direct links to the objects in the repository Displays the document name and the creation date of the documents created by the specified user and from the specified date The user running the report can select the user and the from date This report definition uses variables and cannot be run from a schedule because no default values are set The report contains direct links to the objects in the repository Displays the workflow template name the instance name the user the currently active task was assigned to the timestamp of the currently active task and the workflow state for the workflows of the current user Displays the instance name the version and the host name of the cts_instance_info objects in the Repository Displays the number of waiting documents and the oldest waiting item in the DTS queue Displays the index agent name the index name whether or not the agent was forced inactive and whether or not the agent is active for the index agents in the Repository Displays the num
39. eated by generating SVG images http www w3 org TR SVG11 inside the XSL FO file Number of Documents by Object Type 57 Har document 1131 Fi dmi expr code 181 B am method 107 pi dm_app_ref 100 dm activity 98 BS dm folder 91 Ham job 40 Bar report 36 Wi dit_report_definition 32 Others 166 Example chart that can be created in PDF files When the demo reports are installed some of the examples create PDF files and one of them charts xsl can create charts This stylesheet can be included in other stylesheets that create PDF files Read the comments in the charts xsl file for instructions on how to use it Apache FOP uses Batik http xmlgraphics apache org batik to generate the SVG images The limitations of Batik also apply to the euroscript Delt Report Generator 36 65 EIER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 4 8 4 Logging Errors in XSL FO Because of the logging method used by Apache FOP and Batik to log errors we cannot place those messages in the euroscript Delt Report Generator log file The post installation tasks describe a workaround so the messages will be logged to a separate log file on the content server host 4 8 5 Process Large XML Files with Saxon Stream Function Processing large XML files requires lots of me
40. ee ee ee ee ee ee ee ee ee ee ee 13 4 3 CREATING REPORT DEFINITIONS oes eo ee ee Ge De De Geo Ee EG GE EE Gee De De 13 EA NNN EE N EE EE RE EE EN 17 is DOL SES NE 19 E UIE ME 20 AE EE EO N EE OE EE EE OE N EO 22 Ad VE 22 KOR Seal Elle OAR EE EE EE OR N 24 A0 TCO VEREIS EEE ER 26 Aa OD GOA EE OM EO RT EN OR EE N EE N 27 430 CANON VI DES EN EE EE Ge sized Bits bial Ge N GE Ge de ee GE Ee n GE KE 27 459 Special DOL FURCHORS sees eed ei ER Go ie a en Ged ie eg ei ee so op ee ne ee ge be dee 27 4310 PresentallONnS sesde dees RR ee ee ee ee ee RR ee ee ee ee ee RR RE Re ee ee ee ee 29 did HMSO NN 31 KRANE ee EE ER EE EE N N EE N N 32 4 4 AUTOMATICALLY REMOVING OLD REPORTS ee ee 32 4 5 GETTING THE XAML FILE apene Ee ee Ee Ee GR EE ee Ee Aaa 33 4 6 COPYING MOVING REPORT DEFINITIONS rrrrrrvrrrsvrsrsssnnvvvrrrennnnnnnsssssnnnnnnnnnnvvrrsnnnnnnnevssssnnnnnnnnnnvvrrssnnnneeee 33 4 7 EXPORTING IMPORTING REPORT DEFINITIONS need 33 4 8 CREATING PRESENTATION ee 34 48 1 Including Other Presentation Files cecccccccseccccsccccesscceessecesssecesscseessecsesecsenseceesseseesseseesseceeeseeesees 35 48 2 Creating Presentation Files for PDF Kenort 36 AO CIN EG Mee OE 36 1094 Logano ENOS MAIL s RR N OE EE EE Ra 37 4 8 5 Process Large XML Files with Saxon Stream Function ee ee Re ee 37 2 65 e eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Adm
41. elected user This means that the DQL queries only return objects that this user can see Default setting is Super User Next Invocation The next time the schedule will be run This value is Date recalculated every time you save the schedule or the schedule is run Last Completion The last time the schedule was run Date Last Status The status message from the last run Report definitions The list of report definitions added to this schedule 45 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 sie eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace To add Report Definitions to this schedule gt Click on the link Select Report Definition The following screen opens eport Generator Categories Demo reports User Reports Starts with Name Name Name of Report Category A Documents Created by a us Documents Created by aus Documents Owned by me Documents Created by me Documents Owned by me My Tasks Es Be Es T My Workflows Items per page 10 e gt Click OK Click Finish The Report Schedule is created 5 6 Testing Report Schedules 1 CAUTION Make sure that all changes are saved before you click the Test now button otherwise the old settings will be used To test a Report Schedule Navigate to the properties of the Report Schedule 46 65 ER eDRG 3 1 User Guide D
42. est version of the euroscript Delt Report Generator is available for download from our website http software euroscriptdelt nl index php id 30 For a 30 day evaluation license a request form can be filled in on our website http software euroscriptdelt nl index php id 25 For questions about the euroscript Delt Report Generator or the evaluation license you can send an email to DRGSupport euroscriptdelt nl Please include your license ID in all the emails you send 65 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 IER
43. for the visible attribute in the same group i e for variables the attribute variable is visible and the attribute variable_type is not These attributes are required 42 65 eis eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide Documentum Administrator EUTO SCT pi Webtop amp TaskSpace THE WORLD OF DOCUMENTS 5 2 1 Permissions On the Permissions tab of a Report Category the permissions can be changed By default each Report Category will have the dlt report definition acl ACL which means Users with the report user role can see the Report Category Users with the report builder role can edit the report category and add Report Definitions Users with the report administrator role can delete Report Category G NOTE If you change the permissions on a Report Category the new permissions will be inherited by all new Report Category and Report Definitions that are created in this Report Category not for the objects that are already present 5 3 Deleting Report Categories Report Categories can be deleted Navigate to Report Administration Report Definitions Select the report category that you want to delete Choose menu item File Choose submenu item Delete The Report Category is deleted VvvvV 4 D CAUTION Ww If the Report Category is not empty all Report Categories and Report Definitions in the Report Category will be de
44. function the enter value for the variable cannot contain a single comma They too need two commas DRGINMONTH This function tests if the specified attribute is in one or more months The function takes three arguments 1 the name of the attribute to check required 279 the month offset 0 this month 1 previous month 2 2 months ago etc Optional if not specified 0 is used current month 3 the number of months to include from the offset Optional if not specified 1 is used Examples DRGINMONTH r_creation_date r_creation_date must be in the current month DRGINMONTH r_creation_date 1 r_creation_date must be in the previous month DRGINMONTH r_creation_date 1 2 r_creation_date must be in the previous month or in this month DRGINWEEK This function tests if the specified attribute is in one or more weeks The function takes three arguments 1 the name of the attribute to check required 279 the week offset 0 this week 1 previous week 2 2 week ago etc Optional if not specified 0 is used current week 3 the number of weeks to include from the offset Optional if not specified 1 is used Examples 28 65 EIER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace DRGINWEEK r creation date r_creation_date must be in the curren
45. gt lt format type float gt float format lt variable gt lt format type date gt date format lt variable gt lt settings gt lt objects name name of first DQL query gt lt object gt lt first column name type type gt value first row lt first column name gt 37 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 EIER eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace lt last column name type type gt value first row lt last column name gt lt object gt lt object gt lt first column name type type gt value last row lt first column name gt lt last column name type type gt value last row lt last column name gt lt object gt lt objects gt lt objects name name of last DQL query gt lt object gt lt first column name type type gt value first row lt first column name gt lt last column name type type gt value first row lt last column name gt lt object gt lt object gt lt first column name type type gt value last row lt first column name gt lt last column name type type gt value last row lt last column name gt lt object gt lt objects gt lt result gt The settings part of the XML file contains the values set by the user for the variables if any were specified for this Report Definition and the
46. has save reports enabled disabled for this repository but the historic data option is globally disabled The report is generated but the results are not stored and no historic data is included A request for a new or updated license file should be directed to euroscript Delt Netherlands bv by submission of a request form The license file will be sent by e mail 7 5 ACL e The euroscript Delt Report Generator uses six permission sets Description of the permission sets Description dit_report_cabinet_acl This ACL is placed on the cabinet that contains most of the files related to the euroscript Delt Report Generator dit_report_configuration_acl This ACL is placed on the configuration xml file in the Delt Reporting Configuration cabinet dit_report_definition_acl This ACL is placed on the new report categories and report definitions by default unless the parent category has a different ACL in which case the different ACL is used dit_report_schedule_acl This ACL is placed on all new report schedules dlt report temp folder ac This ACL is placed on the folder that contains temporary files created by the euroscript Delt Report Generator OI report agent ac This ACL is placed on the eDRG method 7 6 Job Method The euroscript Delt Report Generator uses a Job and a Method to generate the reports Job Delt Reporting Agent Method Delt Reporting Agent 61 65 www euroscript com eDRG 3 1 User Guide Documentum Admin
47. inistrator euroscript Webtop amp TaskSpace 4 9 MERE OER ER EE EE E A EEEE 37 49 1 Values From Repeating Attributes in The XML fue ee ee ee Re Re ee 38 49 2 Historic Data in The XML Files ee ee ee ee ee 39 5 REPORT ADMINISTRATOR pk ee ee ee es oe Gee ee Ge ee ee ee Ge ee ee ee ee 41 5 1 INTRODUCTION RS N OO EO EO OE 41 5 2 GREER TEEN 41 EAN NNN 43 5 3 DELETING REPORT CATEGORIES ccsscccccssecccccsccccasccccesceccecscecuueceuauseseusecesuucecesaucceeususcesucesesauseeenaes 43 5 4 DELETING REPORT DEEINTTIONS seti ret turore irent koont erernu o earn re arune aree e eeose een senene 43 5 5 CREATING REPORT GCHEDULES 44 5 6 TERESE 46 5 7 EXPORTING IMPORTING REPORT SCHEDULES iese sesse sesse ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee 47 5 8 DELETING REPORT SCHEDULES iinoesnsoeennoeennosrnnseonnoutinentienttno atire e t osetno etnosa runu PE EPSE EEPPE EEES E Eunoa reee eeose e ene 47 5 9 AUTOMATICALLY RUNNING REPORT GCHEDULES 48 5 10 MANAGING HISTORIC Iapte ortt oret oset osere serens ae nos ate nsa tenserenseeene 48 5101 Mistonc Data GE SEERE 50 5102 Historic Info RE aie ae ee ee oe ee ee Ge ee EA oe ee ie iat 51 5 11 GETTING VERSION AND ENVIRONMENT INFORMATION 51 6 DEM6 REPORTS Luke 54 7 SYSTEM ADMINISTRATION ese ee ees see ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee 57 7 1 WEBTOP AND TASKSPACE LONFEIGURATION rent insetinsatisateneatuserenerreserrns 57 7 2 JOB CONFIGURAT
48. ion file Delt Reporting Agent Configuration xml is Delt Reporting Configuration Example configuration_file Delt Reporting Configuration Delt Reporting Agent Configuration xml 58 65 eis eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace The configuration file contains the following settings e Default value license_file The full location to the license file on the file C Delt Report system Generator license language The language used for messages in the log files En The language setting may only be changed if the translated messages are available in this file max_instances The maximum number of allowed reports to be 10 generated concurrently allow_historic_data Indicates if historic data is allowed for this repository allow auto create Indicates if historic data tables can be historic_tables automatically created updated when needed 7 3 Changing the eDRG Cabinet By default the euroscript Delt Report Generator stores its files in the cabinet Delt Report Configuration It is possible to change the name of this cabinet To change the name of the Delt Report Configuration cabinet Login to Documentum Webtop Navigate to Cabinets View the properties of the cabinet Delt Report Configuration gt Change the name gt Save the cabinet object
49. istrator Webtop amp TaskSpace 26 Apr 2012 ars eDRG 3 1 User Guide e Se Documentum Administrator euroscript Webtop amp TaskSpace The Job is used for periodically processing scheduled reports The Method is called by the Job as well as when a user manually requests a report Another Job Delt Cleanup History is used to periodically remove old reports from the Historic Data Tab 62 65 ER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Appendix I Java formats Valid Java date formats taken from Java documentation The following pattern letters can be used Component Era designator Year Month in year Week in year Week in month Day in year Day in month Day of week in month Day in week Am pm marker Hour in day 0 23 Hour in day 1 24 Hour in am pm 0 11 Hour in am pm 1 12 Minute in hour Second in minute Millisecond Text Year Month Number Number Number Number Number Text Text Number Number Number Number Number Number Number AD 1996 96 July Jul 07 2 2 189 10 2 Tuesday Tue PM 0 24 0 12 30 55 978 Time zone Time zone General time zone Pacific Standard Time PST GMT 08 00 RFC 822 time zone 0800 G y M W W D d F E a H K K h m S S Z Z Pattern letters are usually re
50. leted as well 5 4 Deleting Report Definitions 1 CAUTION Ensure that the Report Definition is not used in a report schedule before you delete it Report Definitions can be deleted gt Navigate to Report Administration Report Definitions Select the Report Definition that you want to delete gt Choose menu item File gt Choose submenu item Delete 43 65 eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 5 5 Creating Report Schedules Report Schedules can be created by Report Administrators from the following section Report Administration Report Schedules n Report Generator G Report Administration 3 Report Definitions Report Presentations h Report Schedules To create a Report Schedule Navigate to Report Administration Report Schedules Choose menu item File Choose submenu item New Choose submenu item Report Schedule The following screen opens v v v v ER New Schedule Definition Create Name Name of Report Schedule Show options Kk Fillin a name for the Report Schedule and Click Next The following screen opens i NOTE The Report Schedule Name is subject to the regular object_name attribute restrictions e g has a maximum length of 255 characters 44 65 ER eDRG 3 1 User Guide Documentum Ad
51. m eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 2 Introduction 2 1 Roles The euroscript Delt Report Generator uses three predefined roles to allow access to the functionality it provides After the euroscript Delt Report Generator has been installed users have to be assigned to each of these roles as appropriate using Documentum Administrator Note that these roles are hierarchical e g a report_builder is also a report_user and a report_administrator is a report_builder and a report_user as well report_user This role is used by the euroscript Delt Report Generator for users that are allowed to generate reports and view report history report builder This role is used by the euroscript Delt Report Generator for users that are allowed to create new report definitions and manage report presentations report administrator This role is used by the euroscript Delt Report Generator for users that are report administrators which are allowed to manage report schedules and manage report structure Functionality for each role Report User Report Report Builder Administrator Run reports Show reports history Create report from Objects Create report definitions Copy move report definitions Copy move report categories Update report categories Create report presentations Copy move report presentations Delete report presentations Delete report definitions WK WK
52. me Mie v Minute e Second e From Date Date Biz Hour V Show Histor Dats Show History Period From date Sep 12 2011 End Date Sep 12 2011 Select a stylesheet HTML fomat e The variables 3 2 2 1 String Variables You can enter any value for a String Variable e g a keyword to search for Single String z Single String Variable Add Repeating EE String Remove Repeating String Variable 3 2 2 2 Date Variables You can use the date selector and time drop down boxes to set a date for a Date Variable e g oldest date to include se Minute w Second Single Date Date Single Date Variable 9 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 ra eDRG 3 1 User Guide Documentum Administrator THE WO the vd roser pt Webtop amp TaskSpace There are no repeating date variables 3 2 2 3 Integer Variables You can enter any number for Integer Variables If you enter a text that is not a number you will get an error message Single Integer si Single Integer Variable Add Repeating EE N Integer Repeating Integer Variable 3 2 2 4 Choice List Variables For Choice List Variables you can select a value from the dropdown box e g a user name Single Choice list rie Single Choice List Variable Repeating EE EE EE Choice list
53. ministrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace e eeng eegen N as New Schedule Definition Info Name Name of Report Schedule Description Is Inactive Start Date Sep 1 2011 Run Interval 1 Run Mode Days Super User Run As User ES Named User Next Invocation Date Last Completion Date Last Status Report Definitions add report definition Reportname No report definitions gt Fill in the required attributes Explanation of the attributes Attribute Description Limits Name The name of the report schedule 255 characters Description The description of the report schedule 255 characters Is Inactive If checked this schedule will be ignored by the Report Generator and not be run Start Date The first date at which the schedule should run The next invocation is calculated from this date Run Interval Used in conjunction with run_mode to determine how often to run the report For example if you enter 3 for this attribute and Weeks for run_mode the job is invoked every three weeks The default is zero 0 which means the schedule will not run Run Mode Used in conjunction with run_interval to determine how often to run the report Run_mode specifies the unit of measure for the value in run_interval Run As User The schedule will be run under the s
54. mory on the Java Method Server If your reports are too big to process in memory you can use the Saxon Stream Function to reduce the memory requirements To use the Saxon Stream function you need to have Saxon EE Saxon SA installed and a valid license to use it Software and licenses can be obtained via the Saxonica website http www saxonica com Select the Uses Saxon Stream Functions attribute on the report presentation object to enable the Saxon Stream function for that report presentation With this option enabled the euroscript Delt Report Generator will create 2 XML files 1 file is the same as the XML file for all reports see paragraph 4 9 The other file looks like this lt input file filename Path to actual result file gt lt dummy gt The second file is passed through to the presentation file This presentation file can use the following two lines to load the actual XML result file and process it lt xsl param name SourceDocument select processing instruction input file saxon get pseudo attribute filename gt lt xsl apply templates select saxon stream doc SourceDocument result objects gt 4 9 XML File The basis syntax of XML file that the style sheet should process is lt result gt lt settings gt lt variable name name of first variable gt value first variable lt variable gt lt variable name name of last variable gt value last variable lt variable
55. n 6 7 0000 0217 Win32 Oracle Delt Report Generator DocApp Version 3 0 Java Method Server Information DFC Version 6 7 0000 0213 Java Version Sun Microsystems Inc 1 6 0 17 Java Total Memory 265486336 Java Free Memory 90891304 Operating System Windows Server 2008 6 0 Architecture x86 Method Server runs as dmadmin XSLT Transformer Xalan Java 2 7 0 FOP Version 0 95 Batik Version 1 7 Delt Report Generator Methods Version 3 0 TBO Modules TBO module for dlt report definition nl delt ReportGenerator TBO DItReportDefinition Version 3 0 TBO module for dlt report category nl delt ReportGenerator TBO DItReportCategory Version 3 0 TBO module for dlt report schedule nl delt ReportGenerator TBO DItReportSchedule Version 3 0 License Information License ID 2 Valid repositories Repository ID Maximum User Count 1 16777215 2147483647 Current repository 1 1 Activation date mm dd yyyy 01 01 2011 Expiration date mm dd yyyy 02 10 2011 Webapplication Information DFC Version 6 7 0000 0213 Java Version Sun Microsystems Inc 1 6 0 24 Java Total Memory 519110656 52 65 ER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide e Se Documentum Administrator euroscript Webtop amp TaskSpace Java Free Memory 386873216 Operating System Windows Server 2008 6 0 Architecture x86 Delt Report Generator We
56. n emails sent 2000 characters by the Report Generator This text can contain HTML 15 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 EIER eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Email Sender Email Subject gt Float Format Last Status Presentation Presentation Name gt Presentation Type gt Presentation Format gt Presentation Destination gt Variable Variable Label gt Variable Type gt Variable Default Value gt Variable Query gt Variable Repeating gt Variable Mandatory Report Name Save as Version Save as Rendition Allow manual run after Allow manual run before Remove Reports after Number of Versions Remove Reports after Number of Days 16 65 EIER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 The from address used in emails sent by the Report Generator The subject used in emails sent by the Report Generator The format that should be used for displaying numbers in the results The last status for this report definition reported by the Reporting Agent The presentations for the reports See paragraph 4 3 10 The variables for the reports See paragraph 4 3 4 The name used for the generated reports If the report is placed in an OS location or if Save as Version is false the c
57. nt to use see paragraph 5 10 1 and create the table and registered table in the database The historic table for DOL has an Update the dal history table field with the invalid prefix Prefix must be edrg correct prefix and update the table and registered table in the database The table does not exist but is required Create the table and registered table in the for DQL database The column in table for DOL is of Change the column in the table and the type but should be registered table in the database to the correct type The length of the column in table for Change the column in the table and DOL is but should be registered table in the database to the correct length The column in table for DOL exists Remove the column from the table and but isn t used registered table in the database The column of the type and length Add the column to the table and registered is missing in the table for DQL table in the database 5 10 1 Historic Data Table Each DQL Select Query with Save Report enabled has a single values Historic Data Table and optionally a repeating values historic data table The name of the Single Values Table is the value of the dal history table field _s The name of the Repeating Values Table is the value of the dal history table field _r The value in dal history table must start with edrg
58. ocumentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Type dit_report_schedule Format Name demo schedule Description Is Inactive Start Date Sep 6 2011 Hr 12 00 00 AM Run Interval 1 Run Mode Days Ak Super User Run As User _ ji W Named User Next Invocation Date Last Completion Date Last Status Report Definitions Add report definition Remove Reportname Category Content size by Rendition Demo reports Repository Reports Documents Test now ok Cancel Click Test now The schedule runs immediately without sending a message 5 7 Exporting Importing Report Schedules Report Schedules can be exported Navigate to Report Administration Report Schedules Select the Report Schedules s that you want to export Choose menu item File Choose the submenu item Export Select the location where you want to save the exported files Report Schedules can be imported Navigate to Report Administration Report Schedules Choose menu item File Choose the submenu item Import Select the file you want to import 5 8 Deleting Report Schedules Report Schedules can be deleted gt Navigate to Report Administration Report Schedules Select the Report Schedule that you want to delete gt Choose menu item File 47 65 www euroscript com eDRG 3 1 User
59. only works if Webtop run on the address http localhost 8080 webtop To change this address you can change the style sheet for this report definition by changing the value for lt xsl variable name webtop gt 3 These demo reports are available in HTML Excel and PDF format 4 These demo reports are available in HTML and PDF format 5 The PDF format for this report can also display historic data of this report if enabled Check Save Report option for the DQL Select query on this report definition to enable historic data Some general stylesheets are also included Style sheet Description lt cabinet gt Presentations General This stylesheet can be used to create a HTML file Presentation xsl which displays the results of each query in a table lt cabinet gt Presentations General This stylesheet can be used to create a CSV file with Presentation CN ve the results from the queries It uses a comma to separate values but another separator can be used by adding an eDRG variable separator to the Report Definition and setting its value to the correct separator character lt cabinet gt Presentations General This stylesheet can be used to create an Excel sheet Presentation Excel xsl which displays the results of each query in a table form within the Excel sheet lt cabinet gt Presentations General This stylesheet can be used to create a PDF file which Presentation PDF ve displays the results of each query in a table lt ca
60. orts Name Search DC Repository Reports Show Documents Document Transformatior C Documents Items per page o det index 8 Name Title Type Keywords Format Size Modified Owner Name Checked Out By Topic Status 1 ee palin ATE jel atdet EE potions AE SEA LG ON OS EN EES EN Registered Tables CES Documents Created by a user dlt report definition dm internal 5 9 9 2011 3 42 PM dmadmin Repository Configuration ae b d A Wai CES Documents Created by me dlt report definition dm internal 5 9 9 2011 3 42 PM dmadmin sl WorkQueues CES Documents Owned by me dlt report definition dm internal 5 9 9 2011 3 42 PM dmadmin Ee Hest oe ERS My Tasks dlt report definition dm internal 5 9 12 2011 10 26 AM dmadmin F My Workflows dit report definition dm internal 5 9 9 2011 3 42 PM dmadmin Report Generator tree node in Documentum TaskSpace 3 2 Generating Reports Double click on a Report Definition to generate the report After the report is generated it is placed in your home cabinet and automatically opened in the application for the file type of the report e g Adobe Acrobat Reader for PDF reports If the Report Definition needs more information to generate the report a new dialog will be displayed The following paragraphs describes this dialog 7 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 CR eDRG 3 1 User Guide Documentum Administrator euroscript Webtop amp TaskSpace
61. pe 1 manual run 2 automatic run gt lt historic object gt lt first column name type type gt value first row lt first column name gt lt last column name type type gt value first row lt last column name gt lt historic object gt lt historic object gt lt first column name type type gt value last row lt first column name gt lt last column name type type gt value last row lt last column name gt lt historic_object gt lt historic_report gt lt historic report reporttime date of last included historic data reportuser useraccount used for this report runtype 1 manual run 2 automatic run gt lt historic object gt lt first column name type type gt value first row lt first column name gt lt last column name type type gt value first row lt last column name gt lt historic object gt lt historic object gt lt first column name type type gt value last row lt first column name gt lt last column name type type gt value last row lt last column name gt lt historic object gt lt historic report lt historic gt lt historic name name of last DQL query gt lt historic gt 39 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 mis eDRG 3 1 User Guide on Documentum Administrator euroscript Webtop amp TaskSpace DQL
62. peated as their number determines the exact presentation Text for formatting if the number of pattern letters is 4 or more the full form is used Otherwise if available a short or abbreviated form is used For parsing both forms are accepted independent of the number of pattern letters Number for formatting if the number of pattern letters is the minimum number of digits and shorter numbers are zero padded to this amount For parsing the number of pattern letters is ignored unless it is needed to separate two adjacent fields Year for formatting if the number of pattern letters is 2 then the year is truncated to 2 digits Otherwise it is interpreted as a number For parsing if the number of pattern letters is more than 2 the year is interpreted literally regardless of the number of digits So using the pattern MM dd yyyy 01 11 12 parses to Jan 11 12 A D Examples The following examples show how date and time patterns are interpreted in the U S locale The given date and time are 2001 07 04 12 08 56 local time in the U S Pacific Time time Zone 63 65 eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Date and Time Pattern Result yyyy MM dd G at HH mm ss z 2001 07 04 AD at 12 08 56 PDT EEE MMM d yy Wed Jul 4 01 h mm a 12 08 PM hh o clock a
63. r s home cabinet regardless of any destinations specified 4 3 2 DQL Select Queries DQL Select queries define the DQL queries that should be run to build the report Each report definition can have multiple DQL queries A DQL query consists of a DQL Select query a DQL Name a Result Threshold and a Save Report Only the attribute DQL Select query is displayed on the attributes screen These four linked attributes are edited together Internally the eDRG used a fifth field DQL History Table but this one is not displayed on any screen Click Edit The edit screen opens DOL Select Queries DQL Select query Name of Query SELECT r_object_id object_name FROM dm_document Name of Query SELECT r_object_id object_name FROM dm_document Test pa Configured variables Variable Variable Label Var Name Var Labet Var Name 2 Var Labet 2 Under the list of DOL Select Queries a list of available variables is displayed see paragraph 4 3 4 The value entered for DQL Name can be used in the XSL stylesheet to access the results of the query Attribute DQL Name The name for the DQL query DOL Select query A valid DOL select query Result Threshold The minimum number of results for this query default value 0 See paragraph 4 3 3 19 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 EIER eDRG 3 1 User Guide Documentum Administrator
64. rt presentation Format None Show options Fill in a name for the Report Definition 34 65 au eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide _ a Documentum Administrator euroscript Webtop amp TaskSpace G NOTE The report presentation name is subject to the regular object name attribute restrictions e g has a maximum length of 255 characters The attributes shown on the info tab define the Report Presentation Dialoogvenster van webpagina se New Document Info 1 Create 2 Info 3 Permissions Dctm67 Delt Report Generator Presentations Demo reports Name Name of Report Presentation Subject Presentation Format Uses Saxon Stream Functions T Show all properties displaywrite Fill in the required attributes Click Finish The Report Definition is created vy Explanation of the attributes Attribute Description Name Name of the report presentation 255 characters Subject Subject of the report presentation 192 characters Presentation Format Specifies in which format the result will be saved this should correspond to the output of the XSL file This setting is always used regardless of the format that is set for this presentation file on the report definition Uses Saxon Stream Indicates if the presentation uses the Functions Saxon Stream function to access
65. sCcri pt Documentum Administrator THE WORLD OF DOCUMENTS Webtop amp TaskSpace The edit destinations To add new entries gt Fill in the fields in the bottom row Click Add Destination Type Destination OS Must be an existing accessible location on the file system on the server with the Java Method Server Repository Must be an existing folder path in the repository Email Must be a valid email address Multiple email addresses can be specified separated by a The Browse button lets the user select a cabinet or folder in the repository as destination This button only works if Destination Type is set to Repository If the Destination Type is set to any other value the button will be disabled To edit an existing entry Click Edit for that row Edit the existing entry gt Click OK If you select more rows gt Move the rows up or down with the Move up and Move down buttons Or Remove the rows with the Remove button gt Click OK All changes are saved Always specify at least one destination in order to be able to specify presentations 18 65 eis eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Destinations are used for automatically generated reports Manually generated reports are always placed in the use
66. se a type Dialoogvenster van webpagin if P http 172 25 180 118 9080 webtop webcomponent library locator locatorcontainer jsp dmfReguestld client9 30 amp _dmfFromModalPopup tr Choose a type documentum Starts with Name dm_type dmi index dmi sequence dmi vstamp dmi session dmi transactionlog dmi type info dmi recovery dm ac dm docbaseid map dm user dm group dm sysobject dmr containment 1 D LA LA LA LE EE EE EE LA EA LA Y 4 m d ee MOS eee oe N Lal http 172 25 180 118 9080 webtc Internet Beveiligde modus uitgeschakeld 25 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 EIER eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace 4 3 6 Repeating Variables If the Repeating option for a variable is selected the user can specify multiple values for that variable You can use all variable types except dates and booleans as a Repeating Variable You can use the Repeating Variable in various locations of you DQL query Examples In the SELECT part DQL Query SELECT r_object_id var FROM dm_sysobject If var is filled with object name title and object type then the actual DOL query will be SELECT r_object_id object_name title object_type FROM dm_sysobject In an IN or EXISTS list DQL Query SELECT r object id FROM dm sysobject
67. t Choose submenu item Subscribe 12 65 IER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace l Report Builder 4 1 Introduction H My Fi This chapter describes the functionality for users with lt si the report builder role Users with the ik Report Generator report_administrator role also have the report_builder J EO Demo reports role i Repository Reports Report Builders can access the Report Administration E gg gare tree node and the underlying tree node Report di Een DEE Definitions and Report Presentations T E Report Definitions SH Demo reports The Report Definitions tree node contains the same 1 Repository Reports Report Categories and Report Definitions as the Report I User Reports Generator tree node but here the Report Builder can 2 ef Drastiese also create new Report Definitions The Report di ir Er Presentations tree node contains the presentation files 4 5 Cabinets for the report definitions 4 2 Copying Moving Report Categories Copying and moving Report Categories works in the same way as copying or moving other objects It is only possible to copy or move Report Categories to another report category from Report Administration Report Definitions 4 3 Creating Report Definitions
68. t Report Generator The license for the euroscript Delt Report Generator has either expired or has not begun yet There was an error reading the license file After this message the error will be displayed The location of the license file is not specified in the configuration file Something is wrong with the job settings Check these settings The specified DQL query is not a SELECT query check the query that is listed below this message These errors are only possible if the values on the report definition are www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Unknown presentation type only Repository and OS incorrect Open the report are allowed definition edit all destinations or presentations and save the object Cannot find a matching 0 argument function named Messages like this mean that the http xml apache org xslt java java util Date new stylesheet uses Xalan specific functions while the Saxon XSLT processor is installed The historic info table edrg history info does not Some historic data tables don t exist exist and creating it is not allowed or are incorrect and automatic creation is disabled Historic data tables for this report definition don t exist and creating it is not allowed Some queries on this report have the save result This is only a warning The report option enabled but saving history data has been definition
69. t least the number of results specified at Result Threshold If you set the threshold for all DQL queries to one the report will only be generated if at least one of the DQL queries has results Result thresholds are only checked if the Report Definition is run by a report schedule Manually generated reports are always generated Examples Threshold Threshold Actual Actual Report generated DQL 1 DQL 2 results DQL results DQL 1 Yes both are more or equal Yes both are more or equal No none are more or equal Yes DQL 1 is more or equal Yes DQL 2 is more or equal Yes both are more or equal 4 3 4 Variables Variables in the DQL query can be used to let the user specify a part of the DQL query that Should be run E g the name of a department to get the results for that department Variables are defined on a Report Definition and consist of the following fields Description Variable The variable as it is used in the DOL query Variable Label The label of the variable that is shown to the user running the report definition Variable Type The type of the variable see next table Variable Default Value The default value for this variable This value is used as the default for when the user is asked to fill in the variables and is used as the value to use when this Report Definition is run in a schedule It is possible to use a DQL Select query as default value Variable Query If the Variable Type is set to Choice
70. t week DRGINWEEK r_creation_date 1 r creation date must be in the previous week DRGINWEEK r creation date 1 2 r creation date must be in the previous week or in this week DRGINDAY This function tests if the specified attribute is in one or more days The function takes three arguments 1 the name of the attribute to check required 274 the day offset 0 today 1 yesterday 2 2 days ago etc Optional if not specified 0 is used today 3 the number of days to include from the offset Optional if not specified 1 is used Examples DRGINDAY r creation date r_creation_date must be in the current day DRGINDAY r creation date 1 r_creation_date must be in the previous day DRGINDAY r creation date 1 2 r_creation_date must be in the previous day or in this day 4 3 10 Presentations Presentations define the stylesheets that are used to create the reports Each Presentation consists of a presentation specification a Presentation Name a Presentation Type a Presentation Format and a Presentation Destination specification Only the attribute Presentation is displayed on the attributes screen These five linked attributes are edited together A destination specification allows selection of one or more previously defined destinations i NOTE You must have created at least 1 destination before you can create presentations Click Edit The edit screen opens 29 65 www euroscript com e
71. table name the table owner and the Owner group and world permits of the registered tables in the Repository Repository configuration Displays a selection of attributes of the dm_docbase_config object Server Configuration Displays a selection of attributes of the dm_server_config object Server Locations Displays physical file system paths of the dm_location objects Halted Workflows Displays the workflow template name the instance name the supervisor the user the currently active task was assigned to and the timestamp of the currently active task for the halted workflows in the Repository Number of Workflows by Displays the number of workflows per supervisor Supervisor Running Workflows Displays the number of running instances per workflow template 54 65 IER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide e Se Documentum Administrator euroscript Webtop amp TaskSpace Report Definition Workload by Group Documents Created by me Documents Owned by me Documents Created by a user My Workflows Document Transformation Service Instances 1 Document Transformation Service Queue Summary 1 Full Text Index Agents Full Text Index Queue Summary Workload by User Tasks by Work Queue Workload by Priority Workload by Work Queue by Priority Full Report gt www euroscript com Description Displays th
72. termine the Save Report Mode minimum time required between 2 Minutes saved reports E g if this is set to 1 Hours hour and a report is saved at Days 13 00 00 then all reports generated Weeks between 13 00 00 and 14 00 00 will Months not be stored Years You can also control how long the historic data is stored by setting the following attributes on the Report Definition A job runs periodically to remove the expired data Attribute Description ELE Retention Interval These attributes determine the Retention Mode maximum time reports will be kept Days in the database Weeks Months Years 31 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 mie eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Use the last three attributes to determine the default settings for including historic data in a report Attribute Description Default Show History Historic data is included by default if checked Default Show History These attributes determine the Interval default period of historic data to be Default Show History included Last x Days Period Last x Weeks Last x Months Last x Years i NOTE The PDF format of the demo report Number of Documents by Object Type can handle historic data Storing the historic data for this report is not enabled by default Check the Save Report option to enable storing the historic
73. tion s that you want to export Choose menu item File Choose the submenu item Export Select the location where you want to save the exported files Report definitions can be imported by report builders 33 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 sis eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Navigate to Report Administration Report Definitions Navigate to the report category where the report definition should be imported Choose menu item File Choose the submenu item Import Select the file you want to import 4 8 Creating Presentation Files The stylesheets use XSL http www w3 org TR xsl to create the reports The Presentation Files can be accessed from the tree node Report Administration Report Presentations n Report Generator HE Report Administration G Demo reports Ep Report Schedules To create a report presentation Navigate to the folder in which you want to create the report presentation Choose the menu item File Choose the submenu item New Choose the submenu item Report Presentation The following screen is displayed v v v v Dialoogvenster van webpagina se New Document Create 1 Create 2 Info 3 Permissions Dctm67 Delt Report Generator Presentations Demo reports Name Name of Report Presentation Type Report Presentation dit repo
74. urrent date and time are added to the name If selected new reports will be saved as new versions of a previous report If selected multiple presentations will be saved as renditions of each other Users are only allowed to run this report definition between the specified times If the 2 values are the same a manual run is always allowed These settings do not affect schedules Removes reports after the specified number of versions See paragraph 4 4 Removes old reports after the specified number of days See paragraph 4 4 255 characters 255 characters 32 characters should be a valid java float pattern 4 Read only field 1000 characters 32 characters 32 characters e g max 11 13 destinations 32 characters 255 characters 255 characters 1000 characters 255 characters www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Use disk cache If selected the Report Generator will use a disk cache less memory consumption instead of a memory cache faster processing for temporary files This option is recommended for large reports Save Run Mode These attributes are used for reports Save Report Interval with historic data See paragraph 0 Save Report Mode Retention Interval Retention Mode Default Show History Default Show History Interval Default Show History D Period 1 If left empty then the
75. ype INTEGER status INTEGER Use the following DQL query to register this table REGISTER TABLE dm_dbo edrg_history_info edrg_report_definition_id string 16 edrg_report_identifier integer report_time date report_user string 32 run_type integer status integer 5 11 Getting Version and Environment Information A Report Administrator can get version and environment information about the euroscript Delt Report Generator and the systems it is running on by pressing on the Get Version and Environment Info button on the Report Administration page This will gather the information and display the results 4 Dctm67 dmadmin File Edit View Tools b Work Queue Monitor aaa Inbox fs i Work Queues Report Administration A Saved Searches Ecg w Get Version and Environment Info Manage Historic Tables Q Subscriptions My Files Name Description Categories n Report Generator d Report Administration Report Presentations Manage report presentations Administration My Home Cabinet ull Cabinets Add Repository 51 65 www euroscript com eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 mie Report Definitions Manage report definitions and report categories Report Schedules Manage report schedules eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace A result will look like this Content Server Information Content Server Versio
76. zzzz 12 o clock PM Pacific Daylight Time Kimm a z 0 08 PM PDT yyyyy MMMMM dd GGG hh mm aaa 02001 July 04 AD 12 08 PM EEE d MMM yyyy HH mm ss Z Wed 4 Jul 2001 12 08 56 0700 vyMMddHHmmsszZ 010704120856 0700 vyyy MM dd T HH mm ss SSSZ 2001 07 04T12 08 56 235 0700 Valid java number formats from Java documentation Location Number Digit Number Digit zero shows as absent Number Decimal separator or monetary decimal separator Number Minus sign Number Grouping separator Number Separates mantissa and exponent in scientific notation Need not be quoted in prefix or suffix Sub pattern Separates positive and negative sub patterns boundary Prefix or Multiply by 100 and show as percentage suffix u2030 Prefix or Multiply by 1000 and show as per mille suffix x Prefix or Currency sign replaced by currency symbol If doubled replaced u00A4 suffix by international currency symbol If present in a pattern the monetary decimal separator is used instead of the decimal separator Prefix or Used to quote special characters in a prefix or suffix for suffix example S formats 123 to 123 To create a single quote itself use two in a row o clock 64 65 IER eDRG 3 1 User Guide Documentum Administrator Webtop amp TaskSpace 26 Apr 2012 www euroscript com eDRG 3 1 User Guide i Documentum Administrator euroscript Webtop amp TaskSpace Appendix II Updates licenses and support The lat

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