Configuring the Web Settings for the BusinessObjects Report Control

The section below details how to set up the Personify Report control on your website. The instructions are intended for a user with web admin/host privileges. In addition, this is a standalone control, which means that it has its own individual value, does not require another control in order for it to function, as well as it is not part of a specific workflow on the web. For more information, refer to the Standalone Controls section.

For every report that you want a web user to be able to run, you will have to create a new page and configure the Report control for the report you want to run on that page. For example, if you want a logged in web user to be able to run five different reports on your website, you will have to create five different pages and configure the control five different times on each page. As a best practice, the Report control should be the ONLY control on a page. In addition, as a best practice, create a landing page that has links to the separate pages that contain the different reports, as shown below. If you are using DNN, you can use the Links Module. See Configuring the Links Module for more information.

Prerequisite

In order for a user to view/run reports on the web a system administrator would have to perform the following:

1.    Deploy the reports in the BusinessObjects server and on the web.
The Crystal and Webi reports must be already set up and deployed before configuring this control. If you are configuring this control, you should have a thorough understanding of the Crystal and Webi report parameters, because these are the parameters the control uses to call BusinessObjects to render the report. You MUST have a proper named user license in order to be able to view the report(s) online. See Logic Behind the Report Control for more information.

2.    Create a page. See Creating a Page for more information.

3.    Drop the Report control on that page. See Adding a .NET Control for more information.

4.    Configure the Report control for one of the following desired base Group Management reports or for a report you created in BO:

·            Past Employee Roster - CSM1001

·            Individual Activity Profile - CSM1002 

·            Group Activity Profile - CSM1003

·            Past Committee Member Roster- CSM1006

·            Chapter Members Nearing Expiration -MBR1012

·            National Members Nearing Expiration - MBR1013 

·            New Chapter Members -MBR1014

·            Officers - MBR1015 

·            Analysis of Chapter Health - MBR1016  

5.    Make sure the user has been logged into Data Analyzer and that the password is synced between the Data Analyzer and the web. See the Installation Guide BusinessObjects Upgrade Step 5: Verifying Business Objects Reports will Display on the web for more information.

6.    Test and review the report as a web user on your website.

Chrome is NOT supported by Business Objects at this time.

Control Settings

To configure the web settings for the Report control:

1.    Add the "PersonifyBoReport" control to the desired page. For more information, please see Adding a Page on Your Site Using DNN.
The Control Settings for this control display, as shown below.

Text fields have a 250 character limit.

2.    If necessary, in the Additional CSS Class for Control field, enter the CSS class.
This option allows you to add additional layout to the skin by developing a new DOTNETNUKE style, which requires an advanced understanding of HTML and CSS.

3.    If necessary, select or create a new Error Message.
The error message will display on the control for the action that was being performed at the time of the error.

a.    If left blank, the default error message, "An error occurred while performing [Insert Action]. If the problem persists, please contact the site administrator", will display. [Insert Action] will be substituted with the action the control was performing at the time of the error.

b.    If you wish to change the default error message, customize it with a PWF Parameter. See Setting up PWF Parameters to learn more about these parameters and why your website's redirect URLs are managed there.

You do not need to enter values in all the Param Key and Value fields listed below in order to run a report on the web.

4.    In the Param 01: Key field, enter a "key" (e.g., "GroupMasterID").
This is the report parameter key.

5.    In the Param 01: Value field, enter a "value" (e.g., "pb_AFMRosterBag%$%GroupMCID").
This is the report parameter value.

6.    In the Param 02: Key field, enter a "key".
This is the report parameter key.

7.    In the Param 02: Value field, enter a "value".
This is the report parameter value.

8.    In the Param 03: Key field, enter a "key".
This is the report parameter key.

9.    In the Param 03: Value field, enter a "value".
This is the report parameter value.

10.  In the Param 04: Key field, enter a "key".
This is the report parameter key.

11.  In the Param 04: Value field, enter a "value".
This is the report parameter value.

12.  In the Param 05: Key field, enter a "key".
This is the report parameter key.

13.  In the Param 05: Value field, enter a "value".
This is the report parameter value.

14.  In the Param 06: Key field, enter a "key".
This is the report parameter key.

15.  In the Param 06: Value field, enter a "value".
This is the report parameter value.

16.  In the Param 07: Key field, enter a "key".
This is the report parameter key.

17.  In the Param 07: Value field, enter a "value".
This is the report parameter value.

18.  In the Param 08: Key field, enter a "key".
This is the report parameter key.

19.  In the Param 08: Value field, enter a "value".
This is the report parameter value.

20.  In the Param 09: Key field, enter a "key".
This is the report parameter key.

21.  In the Param 09: Value field, enter a "value".
This is the report parameter value.

22.  In the Param 10: Key field, enter a "key".
This is the report parameter key.

23.  In the Param 10: Value field, enter a "value".
This is the report parameter value.

24.  In the Param 11: Key field, enter a "key".
This is the report parameter key.

25.  In the Param 11: Value field, enter a "value".
This is the report parameter value.

26.  In the Param 12: Key field, enter a "key".
This is the report parameter key.

27.  In the Param 12: Value field, enter a "value".
This is the report parameter value.

28.  In the Param 13: Key field, enter a "key".
This is the report parameter key.

29.  In the Param 13: Value field, enter a "value".
This is the report parameter value.

30.  In the Param 14: Key field, enter a "key".
This is the report parameter key.

31.  In the Param 14: Value field, enter a "value".
This is the report parameter value.

32.  In the Param 15: Key field, enter a "key".
This is the report parameter key.

33.  In the Param 15: Value field, enter a "value".
This is the report parameter value.

34.  In the Parameters to Exclude field, enter the keys that you do not want to include as parameters to generate the URL.
This list can contain comma separated values. See BusinessObjects for more information.

35.  In the Report Name Key field, enter the query string parameter name, which contains the report name to be replaced with the web control setting "Report Name Value".

36.  In the Report Name Value field, enter a "Crystal or Webi report name".
The "Report Name Value" field tells BusinessObjects the type of report you want to render. If you do NOT know this value, the report will not run and no results will be rendered. See BusinessObjects for more information.

37.  From the Report Type drop-down, select the type of report you want to run.  
This will allow you to run other types of reports using this control (e.g., Webi or Crystal).

·            Webi HTML reports opens on the same page (i.e., Analysis of Chapter Health - MBR1011 )

·            Webi PDF reports opens on a separate page (e.g., Officers- MBR1015)

·            Crystal reports opens on a separate page (e.g., Past Employee Roster - CSM1001 )

38.  Click Save.