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Task and description
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How to
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| Access
the report viewer within the Aperi RCP GUI |
- Start a command line session on the machine where you want to start
the Aperi user interface.
- Change to the directory where you installed the Aperi. For example:
c:\aperi.
- Change to the \rcpgui directory.
- Type AperiRcpGui in the command line and press Enter.
- Log in using your Aperi ID and password. Note that the level
of authority associated with your Aperi user ID determines the functions
that are available to you once you access the report viewer.
- Click
to switch to the report viewing perspective within the Aperi user interface.
Note: You can also launch the report viewer in an external Web
browser window. To do this, click
on the toolbar. A web browser appears with the URL: http://localhost:8080/aperi-reports.
- If prompted, log in again using your ID and password.
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| Access
the repot viewer within a standalone web browser |
- Start a web browser.
- Point your web browser: http://localhost:8080/aperi-reports/
- Log in using your Aperi ID and password. Note that the level
of authority associated with your Aperi user ID determines the functions
that are available to you once you access the report viewer.
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| Navigating
in the report viewer |
Click
the back and forward buttons in the tool bar above the report to navigate
between current and previous reports displayed in the content pane. |
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View a report
Select and generate a report in the report viewer.
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- (optional) Use the filtering options to limit the reports shown in
the repository tree based on criteria that you define. See Filter
reports that are displayed in the report repository tree for more
information.
- Select Paginate Reports (frames) to view the report in frames
format. If you do not select this check box the report will appear in
frameless format. Click here
for information about frames and frameless format.
- Expand the directory in the repository tree that contains the report
you want to view.
- Left click the report to view it in the content pane.
- Check the Paginate Reports (frames) box to view the report
as pages when in frames format. If you do not check this box the report
will appear on one scrollable page.
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Filter reports that are displayed in the report
repository tree
Filter the reports that are displayed in the report repository tree
to match regular expressions that you provide.
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- In the navigation pane of the report viewer, enter a regular expression
in the Filter text box. A regular expression is an expression
that describes a set of strings and can consist of any of the following:
- text string. For example, "payroll" matches all reports
with an occurrence of "payroll" in its name.
- ?: Use this wildcard to indicate a character in a text
string. For example, "colou?r" matches both color and colour.
- *: Use this wildcard to indicate any number of characters
in a text string. For example, "go*gle" matches ggle, gogle, google,
gooogle, etc.
- Click Filter or press Enter to update the repository
tree with reports that match the regular expression you defined.
- Click Clear to clear the filter and reset the report repository
tree to its default display (all reports).
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Generate a PDF from a report
Convert a report to a PDF file. Note that you must view a report in
frames format to save it as PDF and you must have a PDF viewer installed
(such as Acrobat Reader: http://www.adobe.com/products/acrobat/readstep2.html)
that has a save function. |
- Start the report viewer in a standalone web browser or RCP GUI.
- Select frames format for the report you want to convert to PDF.
- Left click the name of the report in the report repository tree.
The report appears in the content pane.
- Click
. The
report appears as a PDF in the right-hand side of the content pane.
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Save a report
Save a report to PDF file. Note that you must view a report in frames
format to save it as PDF and you must have a PDF viewer installed (such
as Acrobat Reader) that has a save function. |
- Start the report viewer in a standalone web browser or RCP GUI.
- Left click the report you want to generate in the navigation tree
on the left side of the window. The report appears in the content
pane.
- Select Paginate Reports (frames). This will enable you to
generate a PDF of the report.
- Click
. The
report appears as a PDF in the right-hand side of the content pane.
- Click the save button on the PDF toolbar.
- Complete the fields on the PDF save window that appears to determine
the filename of the report and where you want to save it. The report
will be saved as a PDF file to the specified location and can be opened
by a PDF reader at a later time.
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Print a report
Print a report as a PDF file. Note that you must view a report in frames
format to print it as PDF and you must have a PDF viewer installed (such
as Acrobat Reader) that has a print function. |
- Start the report viewer in a standalone web browser or RCP GUI.
- Left click the report you want to generate in the navigation tree
on the left side of the window. The report appears in the content
pane.
- Select Paginate Reports (frames). This will enable you to
generate a PDF of the report.
- Click
. The
report appears as a PDF in the right-hand side of the content pane.
- Click the print button on the PDF toolbar.
- Complete the fields on the PDF print window to determine the settings
for printing the report.
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Export a report to a CSV file
Convert a report to a CSV file. Note that you must be using the frames
format to export a report to CSV. |
- Start the report viewer in a standalone web browser or RCP GUI.
- Select frames format for the report you want to convert to CSV.
- Left click the name of the report in the report repository tree.
The report appears in the content pane.
- Click
in the
toolbar. A window appears that enables you to determine properties of
the CSV file.
- Complete the fields on the CSV window and save the file.
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Show the properties of a report
View detailed information about a report as defined in the report
repository.
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- In the navigation pane of the report viewer, right click the name
of a report whose properties you want to view.
- Select
from the context menu. The Report Info window appears.
- View the properties of a report on the Report Info window. The values
on this window are for display only.
- Hover over a field on the report to view a short description of
that field:
- Report Design File: The filename of the report. This
filename contains the definition of a report as created through
the report designer.
- Remote Repository Directory: The directory where the
report will appear in the report repository. For example, if the
value in this field is Data, the report will appear in
the Data folder of the report repository tree. For example,
if the value in this field is /Data/Payroll, the report
it will appear in the repository tree under Data > Payroll
> report_name.
- Deployer: The user ID of the person who added the report.
Date: The date when the report was added.
- Editor: The user ID of the person who most recently edited
a report's properties.
Date: The date when a report's properties were last edited.
- authorization: The authorization/role
of users that can access a report. Only users with the roles selected
in this section can access the report.
- No Access Restrictions: All Aperi users can view
the new report.
- Restrict to Sum of Selected Roles Below: If this
box is checked only users with the roles that are checkled
below can access the report:
- Super User. Only users with a Super User role
can access the report.
- Aperi Administrator. Only users with an Aperi
Adminstrator role can access the report.
- Operator and Administrator roles: Disk Administrator,
Disk Operator, Fabric Administrator, Fabric
Operator, Data Administrator, Data Operator,
Tape Administrator, Tape Operator. Only
users that have all the selected roles can access the
report.
- Report Title: (optional) A title for the report. This
title appears in the report repository tree and in the content
pane when the report is displayed. If there is no value in this
field the title will be derived from the filename entered in the
Report Design File field. For example, if the filename
in the Local Report Design to Upload field is assets_by_computer.rptdesign,
the title of the report will be assets_by_computer.
- Report Description: (optional) A description for the
report. The description appears when you hover over the report
in the report repository tree.
- Click Cancel to close the window.
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Edit the properties of a report
(super user only) Edit the properties of a report including its
title, description, source filename, the directory in which it is located,
and the roles to which it is associated.
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- In the navigation pane of the report viewer, right click the name
of a report whose properties you want to edit.
- Select
from the context menu. The Edit Report window appears.
- Edit the fields on the Edit Report window to change a report's directory
and filename, rearrange the authorization, or change the title and
description of a report.
- Report Design File: Edit the filename of the report.
This filename represents the definition of a report as created
through the report designer. Click Browse.. to use a file-browsing
window to locate and select the report_name.rptdesign
file for the report you want to add, where report_name
is the name of the report.
- Remote Repository Directory: Edit the directory where
the report will appear in the report repository. The default directory
that appears in this field reflects the directory from which the
upload option was selected in the report repository tree. For
example, if you right-clicked a directory named "Data"
in the report repository tree and selected the upload option,
the value /Data appears in this field.
You can change this directory or append subdirectories to it.
For example, if you enter /Data/Payroll, when you upload
the report it will appear in the repository tree under Data
> Payroll > report_name.
- authorization: Use the fields in the area to restrict access
to reports based on a user's level of authorization/role
in Aperi. By default, reports are available to all users.
- No Access Restrictions: Check this box to indicate
that all Aperi users can view the new report.
- Restrict to Sum of Selected Roles Below: Check this
box to specify what user roles can view the report. When you
check this box the following additional roles become selectable:
- Super User. Check this role to indicate that
only users with a Super User role can access the report.
Note that other roles become disabled if those roles are
redundant or conflicting with the Aperi Administrator
role. For example, if you select Super User, the
Aperi Administrator role is redundant and becomes
disabled because it already has access to anything that
the Aperi Administrator has access. All the administrator
and operator roles become disabled because they would
conflict due to the Aperi Administrator because more restrictive
than those roles.
- Aperi Administrator. Check this role to indicate
that only users with an Aperi Adminstrator role can access
the report. Note that other roles become disabled if those
roles are redundant or conflicting with the Aperi Administrator
role. For example, if you select Aperi Administrator,
the Super User role is redundant and becomes disabled
because it already has access to anything that the Aperi
Administrator has access. All the administrator and operator
roles become disabled because they would conflict due
to the Aperi Administrator because more restrictive than
those roles.
- Operator and Administrator roles: Disk Administrator,
Disk Operator, Fabric Administrator, Fabric
Operator, Data Administrator, Data Operator,
Tape Administrator, Tape Operator. Check
these boxes to limit access to a report based on a product
function and its related roles. For example, check Data
Operator only to enable users with those roles to
access a Data report. Users with Tape, Fabric, and Disk
roles will not be able to access the report.
You can select multiple roles by using ctrl+click. Only
users that have all the roles selected will be able to
access a report. For example, if you select Data Administrator
and Fabric Adminstrator, only users with both those
roles will be able to access the report.
- Report Title: (optional) Edit a title for the report.
This title appears in the report repository tree and in the content
pane when the report is displayed. If you do not enter a value
in this field the title will be derived from the filename entered
in the Report Design File field. For example, if you leave
this field blank and the filename in the Local Report Design
to Upload field is assets_by_computer.rptdesign, the
title of the report will be assets_by_computer.
- Report Description: (optional) Edit a description for
the report. The description appears when you hover over the report
in the report repository tree.
- Click Commit to save your changes to the report. Click Cancel
to close the window without saving your changes.
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Delete a report
(super user only) Delete a report from the report repository tree. |
- In the navigation pane of the report viewer, right click the name
of a report that you want to delete.
- Select
from
the context menu. The Delete Report window appears and shows information
about the report.
- Click Delete to confirm the delete. The report is removed
from the report repository tree.
Click Cancel to close the Delete Report window without deleting
the report.
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Delete a directory
(super user only) Delete a directory from the report repository tree.
You cannot delete a directory that contains reports. |
- In the navigation pane of the report viewer, right click the name
of a directory that you want to delete. You cannot delete a directory
that contains reports. See Delete a report for information on
how to delete a report.
- Select
from
the context menu. The Delete Directory window appears and shows information
about the directory.
- Click Delete to delete the report. The directory is removed
from the report repository tree.
Click Cancel to close the Delete Directory window without deleting
the directory.
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Add a new report
(super user only) Upload a new report design to the report viewer. Add
and define properties for a new report in the report viewer.
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- Use the report designer to design a report that you want to add.When
you create a report in the report designer, it creates a file for
that report with the name report_name.rptdesign, where
report_name typically indicates the name of a report.
You will need to know this filename when adding the report to the
report viewer.
- Access the report viewer.
- In the navigation pane of the report viewer, right click the directory
where you want to upload the new report. The report will appear in
this directory after you add it.
- Select
from the context menu. The Deploy Report window appears.
- Enter information about the new report in the following fields:
- Local Report Design to Upload: Enter the filename of
the report. This filename represents the definition of a report
as created through the report designer. Click Browse..
to use a file-browsing window to locate and select the report_name.rptdesign
file for the report you want to add, where report_name
is the name of the report.
- Remote Repository Directory: Indicate the directory where
the report will appear in the report repository. The default directory
that appears in this field reflects the directory from which the
upload option was selected in the report repository tree. For
example, if you right-clicked a directory named "Data"
in the report repository tree and selected the upload option,
the value /Data appears in this field.
You can change this directory or append subdirectories to it.
For example, if you enter /Data/Payroll, when you upload
the report it will appear in the repository tree under Data
> Payroll > report_name.
- Overwrite Existing?: Check this box to overwrite an existing
report or directory.
- Create Directories as Needed?: Check this box to create
the directory you entered in the Remote Repository Directory
field if it does not already exist in the report repository tree.
- authorization: Use the fields in the area to restrict access
to reports based on a user's level of authorization/role
in Aperi. By default, reports are available to all users.
- No Access Restrictions: Check this box to indicate
that all Aperi users can view the new report.
- Restrict to Sum of Selected Roles Below: Check this
box to specify what user roles can view the report. When you
check this box the following additional roles become selectable:
- Super User. Check this role to indicate that
only users with a Super User role can access the report.
Note that other roles become disabled if those roles are
redundant or conflicting with the Aperi Administrator
role. For example, if you select Super User, the
Aperi Administrator role is redundant and becomes
disabled because it already has access to anything that
the Aperi Administrator has access. All the administrator
and operator roles become disabled because they would
conflict due to the Aperi Administrator because more restrictive
than those roles.
- Aperi Administrator. Check this role to indicate
that only users with an Aperi Adminstrator role can access
the report. Note that other roles become disabled if those
roles are redundant or conflicting with the Aperi Administrator
role. For example, if you select Aperi Administrator,
the Super User role is redundant and becomes disabled
because it already has access to anything that the Aperi
Administrator has access. All the administrator and operator
roles become disabled because they would conflict due
to the Aperi Administrator because more restrictive than
those roles.
- Operator and Administrator roles: Disk Administrator,
Disk Operator, Fabric Administrator, Fabric
Operator, Data Administrator, Data Operator,
Tape Administrator, Tape Operator. Check
these boxes to limit access to a report based on a product
function and its related roles. For example, check Data
Operator/Administrator only to enable users
with those roles to access a Data report. Users with Tape,
Fabric, and Disk roles will not be able to access the
report.
You can select multiple roles by using ctrl+click. Only
users that have all the roles selected will be able to
access a report. For example, if you select Data Administrator
and Fabric Adminstrator, only users with both those
roles will be able to access the report.
- Report Title: (optional) Enter a title for the report.
This title appears in the report repository tree and in the content
pane when the report is displayed. If you do not enter a value
in this field the title will be derived from the filename entered
in the Local Report Design to Upload field. For example,
if you leave this field blank and the filename in the Local
Report Design to Upload field is assets_by_computer.rptdesign,
the title of the report will be assets_by_computer.
- Report Description: (optional) Enter a description for
the report. The description appears when you hover over the report
in the report repository tree.
- Click Upload to add the report. The report appears in the
report repository tree.
Click Cancel to close the window without adding the report.
- View the report in the report repository tree.
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