Archive

Archive for the ‘Tutorial’ Category

How to Use the Send To & Email To Feature

October 26th, 2017 No comments

When a user runs a Crystal Report from the home page of Ripplestone, the report is displayed within the users web browser. They have the option to manually save the report by exporting the report output to a file or they can print the report. But if they would like the report saved to a file everytime the report is run they can take advantage of the Send To feature.

The Send To feature is used to either create and save a file of the report or to email a copy of the report via email. This action will be performed each time the report is run on demand fom the home page of Ripplestone.

This can be useful when you need a physical copy of the report or another system will be looking for a copy of the report. Perhaps in an Excel or CSV format.

SendTo

Export to a File

The Export to a file section allows you to select the file type to be saved. The available formats are:

  • pdf
  • Excel
  • Word
  • RTF
  • CSV
  • Text
  • Tab Separated
  • Crystal Report

The location for the file can be on the local Ripplestone server or on another server using a UNC style path. You also have the option of selecting a pre-defined location from the drop down. These can be setup in the Saved File Locations page. The file name can be any valid file name and can also use the following tokens to change the name at runtime.

  • [Date] – Formats the date in yyyy_MM_dd
  • [DateTime] – Formats the date in yyyy_MM_dd hhmmss
  • [Date:] – Allows you to enter the date and time in a custom format
  • [FileName] – Uses the document file name without the extension
  • [Title] – Uses the title of the document
  • [DocID] – Uses the internal ID for this document
  • [ParameterX] – Uses the value of the parameter that was entered when the report is run. Replace the X with a number.

There are two options for what to do if the file already exists. You can select to have the file replaced if there is a file with the same name already in the folder; or you have the option to append a number to the end of the file name.

Send to Email

The Send to Email section allows you to have a copy of the report emailed to one or more people. If using multiple email addresses separate them with a semi-colon.

The from address needs to be a valid email address for most SMTP servers.

How to Use RSExpress

February 12th, 2015 No comments

This feature, called RSExpress, allows a report to be run and viewed in the report viewer without first logging into Ripplestone. This allows users of Ripplestone to run reports that are published in Ripplestone from external applications without the users first logging into Ripplestone and running the report from the Ripplestone application.

This feature uses a query string that is appended to the URL to provide information that the viewer and report need to run. This information is normally provided by the Ripplestone application, but will now be provided using the query string

Below are instructions on how to use this feature

1. The query string can take up to 5 parameters. The first 2 are required and the others are optional. The name and description of each are listed below.

Parameter name Required Description
DocID X The ID of the published document.
Note: The report must already be published within Ripplestone.
User X The name of an existing user within Ripplestone. For example, AdministratorThis can also be the encrypted user name described below.
Params This is used to pass in values for report parameters. If the report has multiple parameters each parameter is separated by a comma.Range parameters can be passed in and are separated by a semi-colon (;).
For example if a report had two parameters, a Country parameter and a HireDate parameter and the Hire Date parameter is a range type, then the syntax would be Params=USA,4/1/1992;8/15/1992. This would pass “USA” into the Country parameter and would pass in the two dates as the start value and end value for the HireDate parameter.
Key A system generated key to make this unique. This helps make the query string more secure.
ExtFileName This is used to pass in a file name that will be used to save a copy of the report. This External File Name feature needs to be turned on in the Edit Document page to be used.

1.2. To create the URL you create a valid URL to the CRViewer.aspx page. For example, www.ripplestonedemo.net/CRViewer.aspx

or
//servername/ripplestone/CRViewer.aspx

3. Then to append the query string; add a question mark (?) followed by the parameters for the query string. These are the parameters listed above. The parameters are separated by a “&”

RS Express Tab

To help with creating the query string we have added a tab called RS Express to the Edit Document page. This tab allows you to turn on or off the RS Express feature for this document, create a unique key and view a template for the query string.

image

System Options for RS Express

The RS Express feature can be controlled at a system level on the System Setup and Configuration page.

RS Express – Active: This option allows you to turn the RS Express feature on or off. Turning the feature off will not allow any published reports to use RS Express, unless the report overrides this option at the report level.

Require Unique Key: This option will require that a unique system generated key be used in the query string. Using the key makes the query string more secure by eliminating the ability for a use to guess different DocID values.

Use Encrypted User Name: This option uses an encrypted user name instead of the plain test user name. This increases the security when the user name is used for Row Level Security and you do not want users entering other names into the query string

image

Encrypted User Name

To get the encrypted user name for the query string, go to the Edit User page and then the User Options tab. This will contain the user’s name in an encrypted format. This can then be used instead of the normal user name.

For example, the URL below is using the encrypted user name:

http://localhost:52663/CRViewer.aspx?DocID=53&User=cfRiKypX6cI=

image

Ripplestone 3 – Home Page Tour

September 28th, 2012 No comments

With the release of Ripplestone version 3, we have added many new features to the home page and to how you view and interact with Crystal Reports.

Below is a quick tour of the new features.

Performance and Usability Improvements

Two new links have been added to the top menu bar.

  • Favorites allows users to quickly get to the documents marked as favorites. The favorites view loads quicker than the home page and is simpler to use. There is an option to have the Favorites view be the default view when starting Ripplestone.
  • Scheduled History give the users a quick way to view all the scheduled history without needing to click on each Crystal Report on the home page. This is helpful for the users that need to check the history of many reports.
    The navigation tree on the home page has been updated with AJAX and Data Caching to allow a smoother and quicker navigation experience. The page will no longer flash as the user is clicking on the folders and documents in the tree.

image

          Multiple Reports

        With the new version of Ripplestone users can open multiple reports from the home page and then switch between them using the tabs. The reports also open within the home page and not as a new browser window allowing the user to view the report more easily. The reports new feel more integrated in the Ripplestone application.

      image

      New Crystal Reports Viewer

      Ripplestone 3 is using a new web viewer and new parameter page for running Crystal Reports. Below is an example of the new parameter page, this opens within the home page and not as a separate web browser window. It has a more integrated feel and a new indicator is displayed to let the user know that the report is being run.

      image

      The new web viewer allows the user to refresh the report and they will be prompted to enter new parameter values or if the report is written in Crystal Reports 2008 or 2011 they will have the option to open the Parameter Panel shown below. This new panel will allow the user to view and change the parameter values without closing the report.

      image

      With these new features the home page of Ripplestone has become easier to use and more productive in viewing your Crystal Reports and Office Documents.

      Quick Tour of the Ripplestone Home Page

      January 28th, 2011 No comments

      We are starting off the New Year with a year long series of new videos, whitepapers and tip and tricks for Ripplestone and Crystal Reports.

      We will start off with a simple video of the Ripplestone Home page and how it makes it easy to manage, find and run your Crystal Reports. This is from the viewpoint of a standard user running Ripplestone and how they can quickly find the reports they are looking for. This video covers the following items:

      • Find a report within the tree of folders and documents on the left side of the page
      • Searching for a report
      • Adding a favorite report to the My Documents area on the right side of the home page
      • Viewing the last instance of a report that has been scheduled
      • View the history of scheduled reports
      • View a list of the last 10 reports run
      • View a list of the Top 10 reports run

        Quick Tour of the Ripplestone Home Page

      Let us know know other videos you would like to see in this series and we will be sure to get them on the list.