Office of Administration Enterprise Server Farm

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Office of AdministrationEnterprise Server Farm

• Managed Services
• Crystal Enterprise Briefing
• September, 2003

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Agenda

• ESF Crystal Architecture
• Reporting Services
• Managed Reports
• Un-Managed Reports
• ESF Procedures
• References

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ESF Crystal Architecture
MAN
Clustered Web Servers
Clustered CE Servers
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Managed Reports

• Repository
• Security
• Report Generation
• History

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Managed Reports

• Authentication
• Active Directory Integration
• CWOPA Accounts
• Crystal Enterprise Accounts
• Crystal Accounts - CWOPA naming convention
• Groups
• No Delegation
• How do I request new users?
• Remedy Ticket

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Managed Reports

• Publishing
• Adding Report Templates
• Crystal Management Console (CMC)
• Web Interface for publishing reports
• Must be Crystal Reports ver 9.0
• Multiple Reports
• Publishing Wizard

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DEMOPublishinghttp//www.esfcrystal.state.pa.u
s
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Managed Reports

• Security
• Assign at Folder or Report level
• Predefined Access Levels
• View, VOD, Schedule, FC
• Custom Access Levels
• How to Manage Security?
• CMC

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Managed Reports

• ESF Security Model
• Closed system of increasing rights
• Top Level folders created by ESF
• Agency Administrators have full control on 2nd
  level

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Managed Reports
Folder Structure
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DEMOSecurity
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Managed Reports

• Generating Reports
• View on Demand (VOD)
• Runs as a thread on page server
• Good for small reports
• Scheduled Reports (JOB)
• Runs as a process on next available job server
• Good for large reports

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Managed Reports

• Instances
• Report Instance
• Data that is current at the time the report is
  scheduled
• Created for every scheduled report
• Limits
• Deletes Historic Report Instance
• Defined at Folder or Object Level
• By Users/Groups
• By Number of Days
• ESF has not implemented system wide limits

Please, set reasonable limits on your reports
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DEMOLimits
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Managed Reports

• ESF Tested Database Connectivity
• Tested Drivers
• ODBC Connector for SQL 2000
• OLE DB Provider for SQL Server
• OLE DB Provider for ODBC Drivers
• Open A ODBC connector for A-Series Mainframes
• Oracle 8.1.7

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Managed Reports
Report Formats

• Acrobat
• Crystal Report
• Excel
• Excel (Data Only)
• Word

• Rich Text
• Plain Text
• Paginated Text
• Tab-separated Values
• Character-separated Values

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Managed Reports
Report Destinations

• Supported
• Output File Repository (Default)
• FTP
• SMTP
• Printer (Limited Support)

• Not Supported
• Unmanaged Disk

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Un-Managed Reports

• No benefits from CE Environment
• Controlled by application
• Called by URL
• Consumes concurrent license

Each Agency is responsible for developing their
delivery mechanism
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Un-Managed Reports

• Demonstration
• http//www.esfcrystal.state.pa.us/unmanaged/ESF/ag
  ency.rpt?user0password0Prompt0cmdexportexp
  ort_fmtU2FPDF0
• http//www.esfcrystal.state.pa.us/UnManaged/ESF/ag
  encyserach.htm

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Custom Applications

• Support for ASP.NET and .CSP
• Agency responsible for development
• No additional rights will be granted to custom
  applications

Follows ESFs Standards for Application
Deployments
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Support

• Crystal's Support Site
• http//support.crystaldecisions.com
• Crystal Training
• http//www.crystaldecisions.com
• ESF Call Center
• [phone] Option 1
• [phone] Option 1

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Additional Information

• ESF WebSite
• Deployment Process
• Hardware Standards
• Additional Information
• www.oit.state.pa.us/esf
• ESF Crystal Web Site
• www.esfcrystal.state.pa.us
• Getting Started
• Contact your Agency Account Manager listed on the
  ESF Web Site above

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Questions?
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Thank You!
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The Login Process
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Report Loading Process
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Report Loading Process for On-Demand Viewing
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Process for Scheduling Reports