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Crystal Reports Server XI

Upgrading Crystal Enterprise 10 Embedded Edition Applications

Overview

This technical paper discusses how to upgrade your Crystal Enterprise 10

Embedded Edition applications to use managed or unmanaged reporting in

Crystal Reports Server XI.

Contents

INTRODUCTION............................................................................................2

UPGRADE SCENARIOS.................................................................................2

Upgrading to use managed reporting in Crystal Reports Server XI............2

Upgrading to use unmanaged reporting in Crystal Reports Server XI........2

UPGRADING TO MANAGED REPORTING IN CRYSTAL REPORTS SERVER XI.....3

Benefits of upgrading to managed reporting ...............................................3

Improved viewing performance......................................................................... 3

Security on reports and folders .......................................................................... 3

Easily manage system users............................................................................... 3

Viewing large reports easier is with scheduling................................................. 3

Manage objects and system properties in your repository ................................. 3

Modifying your reports ................................................................................3

Updating the SDK references in your application.......................................4

Modifying your application..........................................................................5

Logging on to the Central Management Server ................................................. 5

Create an InfoStore service object ..................................................................... 7

Querying for a report InfoObject ....................................................................... 7

Create and open a ReportClientDocument object.............................................. 8

Putting it all together........................................................................................10

UPGRADING TO UNMANAGED REPORTING IN CRYSTAL REPORTS SERVER...13

Upgrading a local installation of Crystal Enterprise 10 ...........................13

Upgrading a distributed installation of Crystal Enterprise 10 ..................15

Updating references to use the Crystal Reports Server XI SDK................15

PROMOTIONAL LICENSES ..........................................................................17

FINDING MORE INFORMATION ....................................................................18

Crystal Report Server XI Documentation ..................................................18

Business Objects Developer Zone..............................................................18

Business Objects Support Site....................................................................18

Summary of content (18 pages)

PAGE 1
Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Overview This technical paper discusses how to upgrade your Crystal Enterprise 10 Embedded Edition applications to use managed or unmanaged reporting in Crystal Reports Server XI. Contents INTRODUCTION ............................................................................................ 2 UPGRADE SCENARIOS .................................................................................
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Introduction New to the Crystal Reports product suite, Crystal Reports Server XI is a complete reporting solution that allows you to create, manage, and deliver Crystal reports over the web, as well as embed reporting functionality into enterprise applications.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Upgrading to Managed Reporting in Crystal Reports Server XI This section discusses how to upgrade your Crystal Enterprise 10 Embedded Edition application to use managed reporting in Crystal Reports Server XI.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Updating the SDK references in your application This section discusses the application references for each SDK that must be modified to upgrade your application. .NET SDK Change the assembly references in your project from 10.0.3300.0 to 11.0.3300.0 manually by updating the assembly versions in the Web.config file, or automatically by opening the project in Visual Studio .NET.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications 5. In your web application’s web.xml file, set the value of the crystal_image_uri parameter to “crystalreportviewers11”.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Dim ceSession As EnterpriseSession ceSession = ceSessionmgr.Logon(“”, “”, “”, “”) .NET SDK (C#.NET) EnterpriseSession ceSession; EnterpriseService ceEnterpriseService; SessionMgr ceSessionmgr = new SessionMgr(); ceSession = ceSessionmgr.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Create an InfoStore service object This section provides the code to create an InfoStore object. This object is used to query for the objects published to the Crystal Reports Server system. Add the following sample code for the appropriate SDK to your application: .NET SDK (VB.NET) Dim ceInfoStore As InfoStore Dim ceEnterpriseService As EnterpriseService ceEnterpriseService = ceSession.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Try ceReports = ceInfoStore.Query("Select SI_ID,SI_NAME From CI_INFOOBJECTS Where SI_NAME = 'Consolidated Balance Sheet' And SI_INSTANCE=0") ceReport = ceReports.Item(1) Catch err As Exception ‘handle error End Try .NET SDK (C#.NET) InfoObjects ceReports; InfoObject ceReport; try { ceReports = ceInfoStore.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Dim rptClientDoc As ReportClientDocument Dim rptAppFactory As ReportAppFactory rptAppFactory = ceInfoStore.EnterpriseSession.Interface.Service("", "RASReportFactory") ‘open the report rptClientDoc = rptAppFactory.OpenDocument(ceReport.ID, CdReportClientDocumentOpenOptionsEnum.cdReportClientDocumen tOpenAsReadOnly) .NET SDK (C#.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications // Open the report into a Report Document object ReportClientDocument rptClientDoc = rptAppFactory.openDocument((IInfoObject)ceReports.get(0), 0, Locale.ENGLISH); Putting it all together After having completed these steps, your application is now able to use all the features available in Crystal Reports Server XI.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Else ‘handle error End If ‘Get the connection information from the report document for the first table in the collection Set oDBInfo = RptClientDoc.DatabaseController.GetConnectionInfos(). Item(0) ‘Get the connection info attributes Set pbLevel1 = oDBInfo.Attributes ‘This 'first level' property bag will be used to define the ‘basic database info for the report pbLevel1.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications ‘==================================================== ‘Get the collection of tables in the main report Set Tables = RptClientDoc.DataDefController.Database.Tables For Each table in Tables 'clone the table object Set newTable = Table.Clone ‘set the table's connectionInfo to the current ‘connection info newTable.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications ‘Set the source for the viewer to the ‘ReportClientDocuments report source .ReportSource = Session("oClientDoc").ReportSource ‘Set the enterpriseSession property of the viewer .EnterpriseLogon = Session("es") ‘Process the http request to view the report .
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications iv. On the Parameters tab, click the Option Type list, and then click Server. v. 3. 3/30/2007 10:15 AM Click the Browse button and browse to the folder where your reports are stored. Update your application’s SDK references as specified in the Updating SDK References for Crystal Reports Server XI section. Copyright © 2007 Business Objects. All rights reserved. crserver_xi_upgrading_from_ce10_embedded.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Upgrading a distributed installation of Crystal Enterprise 10 To upgrade a distributed installation of Crystal Enterprise 10 Embedded Edition, complete these steps: 1. Install Crystal Reports Server XI on a separate computer. 2. Install the Crystal Reports Server XI SDK components on the same computer that your application is installed on. 3. Configure the report directory by completing the following steps: i.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications .NET SDK Change all assembly references in your project from 10.0.3300.0 to 11.0.3300.0 manually by updating the assembly versions in the Web.config file, or automatically by opening the project in Visual Studio .NET. NOTE If you have Crystal Reports XI or the Crystal Reports Server SDK installed on your development computer, you may be prompted to update the project automatically.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Promotional Licenses Crystal Reports Server is included as a five named user special offer in Crystal Reports Professional and Crystal Reports Developer editions. It is important to note that if you choose to expand beyond these five named users, you will only be able to add Concurrent Access Licenses.
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Crystal Reports Server XI Upgrading Crystal Enterprise 10 Embedded Edition Applications Finding More Information Crystal Report Server XI Documentation Refer to the following link on the Business Objects Support Site: http://support.businessobjects.com/library/docfiles/cps10/docs_en.asp Business Objects Developer Zone For additional developer resources, visit the Developer Zone: http://www.businessobjects.