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Slide 1 AV-TSS 02 Preparing for Your Upgrade to 5.0.x And More... Mike Scholman– Invensys Kathy Schwartz – Invensys Maria Dutton - Invensys © 2012 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries. All third party trademarks and service marks are the proprietary marks of their respective owners. AV-TSS 02 Preparing for Your Upgrade to 5.0.x And More... Slide 3 1. Preparing for your upgrade to 5.0.x 90 minutes 2. Crystal 2008 Printing Considerations 20 minutes 3. Reporting in Avantis.PRO – RAS to InProc 10 minutes 1. Planning for an Upgrade to Release 5.0.3 Technical Overview Mike Scholman Principal Customer Support Engineer © 2012 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries. All third party trademarks and service marks are the proprietary marks of their respective owners. Agenda • Architecture • Web Services • Supported Configurations • Database • Authentication • Administration • Upgrade Considerations • Troubleshooting Tips Slide 5 Architecture Slide 6 Architecture Slide 7 Smart Client = Best of Both Worlds 4.2 Classic 4.2 Web Apps Slide 8 Smart Client vs. Classic The full Avantis Client is comprised of both Classic and Smart Client Applications Smart Client and Classic applications are seamlessly integrated – users flow back and forth between applications as needed. Future releases of Avantis will build upon the number of available Smart Client applications to cover more functional areas and workflows. Slide 9 Client Deployment Methods Standalone ClickOnce • Similar to 4.2 installs • Installed from Deployment Server • Files are installed to Program Files\Avantis • Both Smart Client and Classic Applications are installed • Recommended for Terminal Services/Citrix environments Slide 10 • Files are installed to each user’s AppData folder • Only Smart Client Applications are installed – User workflows limited to objects where Smart Client applications are currently available. Standalone Deployment Installed from Avantis share on the File Server – SETUP.EXE Slide 11 Click-Once Deployment Client types Deployment Server URL in Browser Slide 12 Deployment Server Avantis Runtime What is it? • The common third party components required to run Avantis.PRO – Crystal Runtime, Xceed Grid, Infragistics User Interface Components What are the benefits? • Installed separately resulting in a smaller installation package – The ClickOnce application is only 2.3 MB in size • Smaller maintenance releases When is it installed? • The Avantis Runtime is installed when the Administration Tool or client are installed the first time Slide 13 Web Services Slide 14 Web Services • Separate the Presentation layer from the Business Logic for the Smart Client Applications • Used by all Smart Client Applications, Workspace, Integration Toolkit and Maintenance Map • The web services are also the preferred approach for extending Avantis.PRO • Avantis.ACL, VB Adapters, PServer usage are still supported, however these will be phased out in the future • We are working with our partners to migrate their products to the new web services • Older web services still exist to support Condition Manager Slide 15 Avantis Class Library - The Business Logic Layer • The web services now give us a single point of contact to access the business logic. • The business logic is removed from the User Interface • The presentation and data layers are separate. No need to send the entire schema on each action, only the data that has changed (we will be building on this in future releases) • Other applications can use the business logic, for example, ITK, Approvals, and Condition Manager Slide 16 Installation Notes Slide 17 • If you plan to install the Web Components Server (web services) on a Windows 2008 server, ensure that you add the Application Server and Web Server (IIS) roles and the ASP.NET, .NET Extensibility, and IIS Management Console role services through the Server Manager utility. For more information on adding roles and role services through the Windows 2008 Server Manager utility, refer to your Microsoft documentation. • If Windows Server 2003 is detected, a message will notify you of the Web Service extensions that the install needs to enable. You can choose to accept the extensions and continue with the install or, if you do not wish to continue, you can choose to exit. Logging WebService.log • Default Location: C:\inetpub\wwwroot\Avantis\PRO\WebService • Logging level configured in C:\inetpub\wwwroot\Avantis\PRO\WebService\Web.config – Verbose or None: <add key="LoggingLevel" value="None"/> CommonService.log C:\inetpub\wwwroot\Avantis\PRO\WebApps\WebServices\logs Slide 18 IIS Application Pool Advanced Settings Slide 19 Testing using LoginPlain Launch Internet Information Services (IIS) Manager Browse to the Avantis Web Site and select Avantis Change to the Content View Right-Click Session.asmx and select Browse From the list of operations, select LoginPlain Slide 20 Testing using LoginPlain Enter your login parameters – then click Invoke Example: Slide 21 Parameter Value loginName mcadmin password security envName demo siteName mysite language ENG licenseName avWebDesktop Supported Configurations Slide 22 Avantis Supported Configurations The 5.0.3 release introduces support for the latest Microsoft Windows Operating Systems. Differences from prior versions can present challenges when installing and administering Avantis. Slide 23 Supported Operating Systems Servers Clients • Microsoft Windows 2003 R2 with SP2, Standard or Enterprise • Microsoft Windows 7 Professional or Enterprise • Microsoft Windows Server 2008 SP2 or R2, Standard or Enterprise • Microsoft Windows Vista Business SP2 • Microsoft Windows XP Professional SP3 • Microsoft Windows 2003 R2 with SP2, Standard or Enterprise • Microsoft Windows Server 2008 SP2 or R2, Standard or Enterprise Slide 24 Virtualization • Avantis.PRO can be deployed in a virtual environment with most popular virtualization tools. Microsoft and VMware are the preferred vendors of the Avantis.PRO Quality Assurance and Support teams. Although Avantis.PRO has not been certified for use on virtualized machines, virtualization may be beneficial as it allows you to quickly deploy, backup and maintain test and production environments. • If you wish to deploy Avantis.PRO in a virtual environment, ensure you allocate the appropriate level of system resources. Failure to reserve enough RAM or CPU power will result in performance degradation. Slide 25 64-bit vs. 32-bit • On 64-bit operating systems, 32-bit applications install to C:\Program Files (x86) • Registry settings for 32-bit applications are stored under HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node Slide 26 XP Client with 2008 Middle Tier • We have encountered a few sites where clients had trouble connecting from Windows XP workstations to a 2008 Middle Tier • The site and language populated but they could not login successfully • The zederror.log it listed a connection problem with the message “a security package specific error occurred.” • After trying several things we searched Google and found several hits, including one from Microsoft, related to their ‘Product Studio middle-tier’ http://support.microsoft.com/kb/969442/en-us • The Microsoft HotFix for this problem resolved the connection issue Slide 27 Log File Locations Windows XP / 2003 Slide 28 Windows 7 /2008 AvInstall.log C:\Documents and Settings\All Users\Application Data\Avantis zederr.log C:\Documents and Settings\<User>\Loca l Settings\Application Data\Avantis SCPRO.exe.log SCWorkspace.exe.log C:\Documents and C:\Users\<User>\App Settings\<User>\Appli Data\Roaming\Avantis cation \Avantis.PRO\logs Data\Avantis\Avantis. PRO\logs WebService.log C:\inetpub\wwwroot\Avantis\PRO\WebService C:\Users\<User>\App Data\Local\Avantis Looking at ODBC drivers on a 64bit machine • In a Windows 2008 (64 bit) box, if you launch ODBC administrator, either from the administration tools or by typing odbcad32 in the run/search command, it doesn’t show all the oracle drivers, etc… that are installed on the box. • To launch the one that you need to see all the drivers you need to go to \Windows\syswow64 and double click on the ODBCAD32.exe located there • This then launches an ODBC administrator that does show all the drivers available for DSN’s. Just as an FYI, you have to make sure to shut down any other ODBC administration tools before you try and launch the one in the wow64 directory. Because they all use the same name, for whatever reason, Windows just brings the active one back into focus. Slide 29 Windows UAC When performing administrative tasks on 2008 and Windows 7, it is often necessary to right click on the application shortcut and select ‘Run As Administrator’ Example: iisreset from the ‘Run’ prompt vs. Administrative Command Prompt Slide 30 IIS 7 • On a Windows 2008 server, ensure that you add the Application Server and Web Server (IIS) roles and the ASP.NET, .NET Extensibility, and IIS Management Console role services through the Server Manager utility. • Windows Authentication (required for Trusted) is also an optional Role Service which is not installed by default. Slide 31 COM+ Network Access If you plan to install the COM+ Applications on a Windows 2008 server, ensure that you add the Application Server role and the COM+ Network Access role service through the Server Manager utility. For more information on adding roles and role services through the Windows 2008 Server Manager utility, refer to your Microsoft documentation. Slide 32 Database Slide 33 Supported Database Platforms • SQL Server 2005 SP2 or higher • SQL Server 2008 SP1 or higher • SQL Server 2008 R2 • Oracle Database Server 10g R2 (10.2.0.4 or higher) • Oracle Database Server 11g R1 (11.1.0.6.0 or higher) • Oracle Database Server 11g R2 Patch 10 (11.2.0.1.10 only) • If you are using Oracle 11g R2, you must install patch 10 or Avantis.PRO will not function as designed. • If you use a 64-bit operating system to host your database platform, you must still use the 32-bit driver and client to connect to the 64-bit server. Slide 34 Database Platform Notes • The Database Creation wizard is now strictly for MS SQL Server. • Avantis.PRO only supports the native 2005 and 2008 dbcomptlvl levels (9.0 and 10.0 respectively) • Oracle databases are created from database templates provided on the File Server Slide 35 BLOB Data (Attachments and Canvas) • Migrate Avantis BLOB data to LOB data types. In previous versions of Avantis, BLOB data was stored in LONG RAW. This data type is being deprecated by Oracle. BLOBS were offered as a data type as of Oracle 9i. • In Avantis.PRO 5.x, blobs will be migrated to the new BLOB data type for both Oracle 10g and 11g databases. Support for Oracle 11g 64 bit • Support for Oracle 11g 64 bit was added in 5.x. The net effect is improved performance due to greater access to memory and improved clock cycles. A 32 bit client is still required for database connectivity. Slide 36 Database Creation Assistant (DBCA) • ASM (automatic storage management), automatic scheduling and flashback database are supported through the Avantis template. Slide 37 Microsoft SQL Server 2008 Sparse Columns Sparse columns are supported in SQL Server 2008 to reduce storage for columns that contains a large amount of NULLs. Due to inheritance, many of the columns in Avantis tables contain a lot of null data. For example, there will be very few cancelled or suspended or held objects. The following columns will be marked sparse. • apri_status_dttm, apri_rna_oi, apri_statusemp_oi, susp_oi, sendinforef_oi, oeuser_oi, Hld_held_date, Hld_heldbyuser_oi, Hld_hld_oi, Hld_realease_date, ci_cnc_date, ci_cncl_oi, ci_user_oi (Note: The customer can mark other columns sparse based on the column usage.) Slide 38 Microsoft SQL Server 2008 Table Compression SQL Server 2008 introduces row and page compression for indexes that is available only in Enterprise and Developer editions. The following tables in Avantis.PRO, will be compressed: • MEVALUELK, MEWTVALUELK, MEWTACTGVALUES • MAINTACTGVALUES, CHARGEINF, WOACTVLNK • WOTASKAVTVTRN, WORKTASKACTV, WOACTGVAL • GLTRANS, LABORTRANS, INVTRANS These tables consume more than 50% of the database size. A reduction of up to 50% of the size of these tables is possible. • Sparse columns will not be applied to these tables. Slide 39 Microsoft SQL Server 2008 Named Instances Named instances are supported in Avantis.PRO 5.0.x Slide 40 SQL Server Named Instance Authentication Slide 41 Authentication Methods – Database versus Windows Database • Login dialog appears, user enters username, password, environment, site, and language every time • Database server is checked to see if the username and password are allowed access to login to the database • If allowed, then the Avantis login name that matches the username given is logged in Windows authentication • Login appears first time only - user enters username, password, environment, site, and language. Once set, then at the next login the user will be logged in automatically, using the windows login name as credentials. The windows login name must match a valid login name. Slide 42 Authentication Methods LDAP • Login dialog appears, user enters username, password, environment, site, and language • LDAP server is checked to see if the username and password are allowed access • If found in the LDAP tree, then the login name then the matching Avantis login field is returned and the user is logged in. e.g. – Windows Username = John.Smith, Avantis login = JSMITH – Login to Avantis as John.Smith, the middle tier will know that it is an LDAP environment, locate John.Smith in the LDAP tree under the Base DN, return the Avantis login attribute, then login to Avantis.PRO as the employee with jsmith in the login name of the Employee. When John Smith is no longer authorized in LDAP then they will no longer be authorized in Avantis.PRO Slide 43 Authentication Methods LDAP • Implicit – Login appears first time only Once set, then at the next login the user will be logged in automatically, using the windows login name as credentials. The windows login name must match a valid LDAP login name. • Explicit – Login appears each time, user can enter any login and password (useful for shared computers) Slide 44 Authentication Methods – Employee Object Employee Number: 1234 Name: John Smith Login Name: JSMITH Slide 45 Authentication – Login dialog • The default Avantis.PRO login dialog now uses the Avantis.PRO web service for session management. • The login dialog still looks the same: Slide 46 Authentication Methods - Comparison Slide 47 Database Windows Authentication LDAP Easiest to configure Most complex to setup for the web services No additional setup for web server required Direct database access available from all clients Only super user account has access Only super user account has access Users must login to Avantis Single sign on Supports single sign on (implicit) or prompting (explicit) Must match Database login Must match your Windows login Allows logins to be mixed case and spaces e.g. Jean Valjéan or Scott O’Reilly Authentication Methods - Fields Slide 48 Data Database Windows Authentication LDAP Username Avantis Login Name Value of %USERNAME% from the operating system Value in LDAP that matches the LDAP login name attribute Password Password specified at the database Windows password LDAP password Service accounts? Must create database account for Avantis services Must create database and domain account for Avantis services Must create database account and LDAP account for Avantis services Authorization Done via Avantis Security profiles Done via Avantis Security profiles Done via Avantis Security profiles Administration • Configuration / Settings / Administration Tool • Security Profiles & Desktops • Logging Slide 49 Administration Tool The primary purpose of the Avantis Administration Tool is to provide you with a visual hierarchy structure of the environments, the various middle tier components and users associated with them and manage a variety of plug-ins that allow you to configure and deploy global client settings. Slide 50 Administration Tasks With the Administration Tool you can: – Create, modify, or delete Avantis.PRO environments – Change the default middle tier components – Manage which clients connect to which middle tier components – Maintain notification settings – Maintain data extraction settings – Maintain global and smart client settings. Slide 51 Modify Configuration Files The file server stores configuration information in the following files that can be modified using the Administration Tool: – Environ.ini - Contains a list of environments and non-environment-specific information about the Avantis.PRO installation. – Global.ini - Contains information specific to each environment, such as the environment name, description editor, connection retry and timeout information, and available reports. – AMMT.dsn - Contains ODBC driver information for the middle tier database connection. – AMC.dsn - Contains ODBC driver information required for the client database connection. – MachineInventory.xml - Stores information on which clients use which middle tier components, and which middle tier components act as the default components. Slide 52 Configure Client Connections The Administration Tool allows you to configure client connections to four key middle tier components: – Cabinet - Manages cabinet queries and data with the client. – Cache - Contains frequently used information. – Financial Bridge - Validates G/L information with Protean. For more information, refer to the Avantis.PRO/Protean Integration Guide. – Session Server - Facilitates connections during an Avantis.PRO session. Slide 53 Admin Tool Plugins The Administration Tool allows you to configure other plug-ins: – EAM Processor Settings - Retrieves entity hierarchy and open work task information from the Avantis.PRO database, calculates the health index data and pushes the data back into the Avantis.PRO database. – Notification Services - Notifies users when specified criteria is met; for example, monitor specific values in Avantis.PRO data and trigger a notification based on a state change. – Information Manager Settings - Synchronizes linked item and parts list descriptions based on the interval specified. – Integration Toolkit - Handles the extraction of data from Avantis.PRO to third-party systems and the loading of external data to Avantis.PRO. Slide 54 Administration Tool Benefits • Simplifies the installation procedure • One stop shopping for configuration editing (REGEDIT) • No more need to launch Add/Remove Programs or special utilities to change user names, passwords in LSA Registry, etc. • New configuration options can be added easily and will be installed with individual product features – For example, install Notifications, and the Notification plug-in will appear in the Admin Tool – Uninstall Notifications, the plug-in for Notifications is removed • Goal is to have all user-configurable options for all Avantis products accessible from within the Administration Tool Slide 55 Security Profiles – Default Form Layout • Custom View Schemas can be created to change the layout of the Smart Client forms. • Within the Security Profile, the default form layout can be selected for each Smart Client object. Slide 56 Desktops – Use Classic or Smart Client Within an Avantis Desktop, you can choose how each application will launch – Classic or Smart Client Slide 57 Desktops – Use Classic or Smart Client • Classic applications can also be configured as the default user interface for all or selective objects by manipulating the UIOBJECT and DTFELEMENT database tables. Please contact Avantis Support for assistance. • Note that some applications (ie. Maintenance Map) are only delivered as Smart Clients. Slide 58 Logging • The Classic Client still logs messages to both the zederr.log and the Windows Application Event Log • The Web Services log to WebService.log • Smart Clients log to SCPRO.exe.log, SCWorkspace.exe.log • You can set the logging level to use in the SCPRO.exe.config, SCWorkspace.exe.config and web.config files by defining one of the following values for the LoggingLevel parameter: – None - do not log – Verbose - provide extended logging information. You cannot change the logging level in the web.config file while users are running the smart client applications. If you do change the logging level, users will lose their connection to Avantis.PRO and will need to restart the application. Slide 59 Log File Locations Slide 60 Windows XP / 2003 Windows 7 /2008 AvInstall.log C:\Documents and Settings\All Users\Application Data\Avantis C:\ProgramData\Avan tis zederr.log C:\Documents and Settings\<User>\Loca l Settings\Application Data\Avantis C:\Users\<User>\App Data\Local\Avantis SCPRO.exe.log SCWorkspace.exe.log C:\Documents and C:\Users\<User>\App Settings\<User>\Appli Data\Roaming\Avantis cation \Avantis.PRO\logs Data\Avantis\Avantis. PRO\logs WebService.log C:\inetpub\wwwroot\Avantis\PRO\WebService Reports • 5.0.3 uses Crystal Reports Server & Designer 2008 SP3 • Existing custom reports will need to be tested for compatibility as part of your upgrade planning process Slide 61 Printing What is required to print from Smart Clients? • A PDF reader is required to print all reports • Reports are compiled as PDF files on the web server in a directory, and then retrieved by the client • The path is: \wwwroot\Avantis\PRO\WebService\GeneratedReportFiles On the Web Services machine, permission must be granted allowing the Application Pool user read/write access to both the GeneratedReportFiles and the Windows TEMP folder Slide 62 Upgrade Considerations Slide 63 Upgrade Tips • Review, understand and follow the Administrator's Guide upgrade instructions. Release to release, these instructions can change. – Ensure you upgrade all of your middle tiers and install the Web Services before launching the first client • Ensure you have a valid license file for the new version (contact Avantis.PRO Support to obtain) • If using Windows authentication, consider moving to LDAP implicit You may want to test the Web Services first using the LoginPlain method described earlier before working with the Smart Client. If the Web Services are not working, the Smart Client will also fail. Slide 64 Upgrade Installation Order 1. Upgrade the File Server 2. Install the web components 3. Upgrade the middle tier 4. Upgrade the license server 5. Upgrade the processors 6. Upgrade the report server 7. Upgrade the clients 8. Install the Deployment Server (if required) 9. Install Click Once clients (if desired) Slide 65 Troubleshooting Tips Slide 66 Troubleshooting Tips Web Services • http://localhost/Avantis/Session.asmx?op=LoginPlain • Logging levels for WebServices.log – Verbose or None License server issues • Ensure you have a valid license file for the new version • The Maintenance Map and Contractor Services Management modules are new, and require a separate license suite. • iavantis.log – verify license usage Slide 67 Troubleshooting Tips Help, About • A way to find out all the information in one place. New Workspace icon • Remember, if the new icon is in the tray the workspace is still loaded, you don’t need to launch again. New controls, especially in cabinets • The UI now has object selectors everywhere. In the cabinets clicking on a value will bring up the value list, not the current record. Slide 68 Questions? Slide 69 2. Crystal Reports 2008 with Avantis.PRO 5.0 Presented by Kathy Schwartz 10/11/12 © 2012 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries. All third party trademarks and service marks are the proprietary marks of their respective owners. Overview • Avantis 5.0.3 Report Architecture • Installation • Report Migration • Smart Client Issues • New in 2008 • Database Changes Slide 71 Avantis 5.0 Report Architecture • Pre Avantis 4.2 depended on CRPE32.dll API for report functionality • CRP32.dll deprecated, no longer supported or shipped • Avantis framework updated to accommodate Business Objects client/server architecture in the form of Embedded RAS server with client side SDK solution or InProc to be used when you don’t want to use RAS. • With Smart Clients, reports now also need to be viewed through the web server. Slide 72 Installation • At Installation you have 2 options: • Install the RAS Server • Choose to use InProc (do not install RAS Server) • In the environment properties • For RAS specify the server • For InProc, this should say InProc (must be typed as shown) Slide 73 Report Migration • Converting reports requires opening and saving the report in Crystal 2008 Professional designer which ships with Avantis 5.0.3 • Open report in Crystal XI and save in new environment’s custom reports folder (objrpt directory). • Re-map tables using Database | Set Location. Still requires reset on individual tables. • Verify Database (ensure all database schema changes get updated in the report). • Examine parameters. Defaults may need minor modifications. • Once saved some reports are ready to run, some may still require some minor updates or modifications Slide 74 Smart Clients To run reports with the Smart Clients, if your web server is not on your file server, you need to copy all the custom reports over to the Web Server. They need to be placed in the following folder: <drive):\inetpub\wwwroot\Avantis\PRO\Environ It becomes just as easy to copy the whole environ directory over. Slide 75 New in Crystal 2008 Flexible pagination New pagination features allow report designers to customize page size and easily control page breaking after N records/groups. A single report can combine portrait- and landscape-oriented pages, and the white space at the end of groups can be removed by compressing the page footers. These features improve the online report-consumption experience by making reports easier to read. Slide 76 New 2008 continued… Powerful cross-tabs Insert summary, variance, and any other custom calculation into a cross-tab row or column. Custom calculations makes cross-tabs more powerful than before and can be used in reports that benefit from a table structure—especially financial reports. The cross-tab table structure makes reports much faster to build and maintain. This feature also provides powerful benefits to cross-tab-based charts, because custom formulas in the cross-tab can be visualized directly in the charts. Slide 77 New 2008 cont… Built-in barcode support Generate barcodes with only a few clicks of the mouse by using the new "Turn To Barcode" function in the context menu. Easily convert fields to Code39 barcodes without coding and extra steps. Additional barcode fonts are available from thirdparty barcode vendors. Slide 78 New 2008 cont… Enhanced designer features Improved report designer productivity is provided with new features such as global formula search, duplicate formula, duplicate running total, auto-complete field names, and Find in Field Explorer. Slide 79 Database Changes Please refer to the reports in the Avantis Report Cabinet. For issues with existing reports: For new fields/reports: Dropped Columns New Columns Dropped Tables New Tables Changed Columns Add-on Schema Approvals Schema Base Schema Slide 80 Questions? Slide 81 3. Reporting in Avantis.PRO RAS vs. InProc Maria Dutton Senior Customer Engineer Avantis © 2012 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries. All third party trademarks and service marks are the proprietary marks of their respective owners. Reporting in Avantis.PRO Agenda • Supported Printing Options for Avantis • Difference between RAS and InProc printing • Avantis Report Load Process for Crystal 11/2008 • Avantis Report Server Component • Reports settings • Crystal RAS Server • Crystal Designer • Custom Report Migration to Crystal 11/2008 • Avantis Custom Functions Slide 83 Reporting in Avantis.PRO Supported Printing Options for Avantis Avantis 4.0 to 4.1.5 • Crystal 9.0 – Printing from client using crp32.dll Avantis 4.2.x • Crystal 11 and InProc (compatible with 4.2.2 and above) – Centralized Crystal RAS server − InProc uses local Crystal Report binary Avantis 5.0.x • Crystal 11/2008 (5.0.2 onwards) − Centralized Crystal RAS server − InProc uses local Crystal Report binary Slide 84 Reporting in Avantis.PRO Difference between RAS and InProc printing • Both RAS and InProc print using .NET – Both encounter short delay on the initial load of the .NET library – Disable IE setting “Check for publishers’ certificate revocation” – Performance issues related to printing in 4.2 have been reported by many customer using Crystal RAS. • InProc printing does not require installation of a Central Report Server – Processing of reports is preformed locally by the client Crystal Reports printing binary – InProc printing is not as affected by network traffic/speed – From 5.0.2 onwards InProc is supported with Smart Clients as well as Classic. Slide 85 Reporting in Avantis.PRO Avantis Report Load Process from Crystal 11/2008 1. Load .Net Run Time Environment (Client) 2. Run Through Managed Code to get to .NET Crystal Reports API (Client) 3. Travel over network pipeline to communicate with RAS (Server) 4. Setting Connection Information (ODBC, Native …) (Server) Hire 5. Update Table Connection Info (Server) Slide 86 Reporting in Avantis.PRO Avantis Report Load Process from Crystal 11/2008 6. Saving Updated Report to Disk (Server) 7. Launch .NET viewer (avcrviewer.exe) application & execute report (Client) 8. Retrieve Record Set from database into report (Client/Server) 9. Process and format dataset and present in report (Client) Hire 10. Examine report in Viewer (can export, print, drill down etc…) Slide 87 Reporting in Avantis.PRO Avantis Report Server Component • Must be installed for both InProc and RAS solutions. • Installs u2lkern.dll to the Business Objects directory. • U2lkern.dll is used for Avantis Custom Report Functions. • Report Server component needs to be installed after the Crystal RAS server is installed. Slide 88 Reporting in Avantis.PRO Reports settings – Environment Settings • Report Server settings are configured globally on the Environment Reports Tab. – Select Interface Object from dropdown – In the Central Report Server field, enter the RAS server name or InProc. • InProc can also be set on a per user basis in the Registry. – HKLM|SOFTWARE | Marcam | Asset Management Client | Reports | ReportServer – string key value = InProc Slide 89 Reporting in Avantis.PRO Crystal RAS Server • RAS server can be installed on the FS/MTS or on a separate server. – Requires Avantis Report Server Component. – By default, Central Configuration Manager installs and runs under the local system account. • This needs to be updated to a domain account. – Runs as a Service. Slide 90 Reporting in Avantis.PRO Crystal RAS Server Slide 91 Reporting in Avantis.PRO Crystal Designer • A single licensed version of Crystal Designer is supplied by Avantis. • For use with InProc, Crystal Designer XI needs to be upgraded to at least SP4 for printing to function from their Avantis Client. Slide 92 Reporting in Avantis.PRO Custom Report Migration to Crystal 11/2008 • To convert custom reports to Crystal 11/2008, opened the report in Crystal Designer 11 and saved in the new format. – Reports will then need to be run from Avantis to confirm functionality and compatibility. • All custom reports are saved to the objrpt folder in the Environ directory on the File Server. • All Avantis standard report are installed to the Reports directory in the Avantis Share and they are replaced during the upgrades. • Most common issues with report upgrade are found to be related to database schema changes. – Schema change reports are included with Avantis, on the Administrators desktop. Slide 93 Reporting in Avantis.PRO Avantis Custom Functions When upgrade your custom reports, it may be necessary to update the format of your Avantis Custom Functions. Print Blob • PrintBlob (‘tablename’, ToText({fieldname})) – The Print Blob does not preview, it will only print out and if there is no OLE canvas object will print a message stating that. To Convert UTC Date and Time to Local Date and Time • DateTimeValue(CF(“NullDateAndTime”,ToText(<field>,””,””))) – These are all customized Avantis functions so you must have an Avantis client on the machine for these to work. Slide 94 Questions? Slide 95