Installing Crystal Reports Server 2013 and 2011

This section describes how to install and configure Accela’s adapter for Crystal Reports Server 2013 and 2011. Accela’s support of Crystal Reports Server 2013 includes Enterprise 4.1.

Topics

Prerequisites

You must have functioning installations of the following:

  • Civic Platform 7.1.0 or later

  • Crystal Reports Server 2013 or 2011

  • For Crystal Reports Server 2013: SAP BusinessObjects BI Platform 4.1 .Net SDK

  • For Crystal Reports Server 2011: SAP BusinessObjects BI Platform 4.0 .Net SDK

  • Internet Information Services (IIS) 7

  • Accela’s adapter for Crystal Reports Server 2013 or 2011:

    • Deployed on a Windows machine with .Net Framework 4.0 or later

    • Deployed the same computer with Crystal Reports Server 2013 or 2011

Configuring IIS 7

Configure IIS 7 to add role services for ASP (required), and Basic Authentication and Windows Authentication (optional), as described below.

To configure IIS 7

  1. Navigate to Start > Control Panel > Programs > Turn Windows features on or off.

    Server Manager displays.



  2. Click Roles on the left side of the screen.

  3. Click Add Role Services on the right side of the screen to add ASP (required), and Basic Authentication and Windows Authentication (as needed), to the Role Service list.

  4. For Crystal Reports Server 2013: Change the Advanced Settings for the Application Pool DefaultAppPool.

    1. Start the Internet Information Services (IIS) Manager console.

    2. Click Application Pools from the Connections panel and select DefaultAppPool from the Application Pools list.

      The following screen displays.



    3. Select the.NET Framework version 4.0 or later.

    4. Click the Advanced Settings link on the right side of the screen.

      The following screen displays.



    5. Set Enable 32-Bit applications to False.

    6. Open a command window and go to the following directory: C:\Windows\Microsoft.NET\Framework\v4.0.30319, then run aspnet_regiis -i



    7. In IIS, go to the root node and click ISAPI and CGI Restrictions.

    8. Select the Not Allowed item, right-click it and change it to Allow:



Installing the Adapter for Crystal Reports Server 2013 or 2011

To install the adapter for Crystal Reports Server 2013

  1. Copy the adapter files to a directory on the Report Server.

    1. The adapter files are part of the Civic Platform installation; they install on your local machine when you install Civic Platform.

    2. Navigate to: <Your Accela Installation Directory>\av.deploy\dist\reportadaptor\crystal\ <Your Crystal Reports Version>

    3. Copy the files to your reports directory, for example: D:\MyReports\.

  2. Add Application for MyReports.

    1. Start Internet Information Services (IIS) Manager console.

    2. Right-click the Default Web Site and select Add Application.



    3. In the Add Application window, do the following:

      • In the Application Pool field, select the DefaultAppPool you configured in of the IIS Configuration procedure.

      • Enter an application alias in the Alias field. In this example, it is MyReports.

      • Select the virtual directory you created for storing reports in the file path. In this example, it is D:\MyReports.

      • Click OK to save the information and close the Add Application window.



Configuring the Adapter for Crystal Reports Server 2013 or 2011

Use the following procedure to configure the adapter for Crystal Reports Server 2013, including Enterprise Reports capability.

Note that Enterprise Reports does not support reports in RPT format.

To configure the adapter’s parameters

  1. Open the web.config file, located in D:\MyReports.



  2. Set the values of the parameters according to the following table.

    Application Setting Parameter Name Value
    Crystal Reports Server serverName The Crystal Reports Server 2013 or 2011 host name or IP address.
      userName The user name for logging in to Crystal Reports Server 2013 or 2011.
      userPassword The password for logging in to Crystal Reports Server 2013 or 2011.
    Database Server DBUserID The user name for logging in to database server.
      DBPassword The password for logging in to database server.
    Enterprise Reports(Does not support RPT format) RestfulWebServiceUrl This setting is for Crystal Reports 2013 Enterprise 4.1 only.

    Enter the web service URL you use to send requests to the BI service.

    For example: http://10.50.130.95:6405/biprwsRefer to below for full details.
      OpenDocumentUrl This setting is for Crystal Reports 2013 Enterprise 4.1 only.

    Enter the URL you use to open an enterprise report.

    For example: http://10.50.130.95:8080/BOE/OpenDocument/opendoc/openDocument.jsp?Refer to below for full details.
  3. For Crystal Reports 2013 Enterprise 4.1, you can derive the syntax for the RestfulWebServiceUrl parameter from the BI service, as follows:

    Navigate to Central Management Console > Application > right-click Restful Web Service > select Properties.



    Convert the computer name to its IP address, for example, change SAP2 to 10.50.130.95

  4. For Crystal Reports 2013 Enterprise 4.1, you can derive the syntax for the OpenDocumentUrl parameter from the BI service, as follows:

    Navigate to Central Management Console > Application > right-click Open Document > select Processing Settings.



    Convert the computer name to its IP address, for example, change SAP2 to 10.50.130.95

  5. Test to ensure the report adapter is working correctly:

    Open an IE browser and copy this URL http://localhost/MyReports/adapter/FileDirectory.aspx into the address bar. XML code displays in the web browser as shown in this sample screen:



Configuring ODBC Connections

Topics

Configuring for Crystal Reports Server 2013 or 2011

On 64-bit versions of Windows, Report Commander runs as a 32-bit application, so it requires 32-bit ODBC drivers and DSNs.

Enterprise 4.1 requires 64-bit ODBC driver and DSN.

To configure the alias as a 32-bit DSN

  1. Run c:\windows\sysWOW64\odbcad32.exe to start the 32-bit ODBC Data Source Administrator.

  2. Add the DSN For Oracle/MSSQL.

Configuring for Oracle

To configure an ODBC connection to Oracle

  1. Configure a connection between your machine and Oracle server.

    1. Start the Oracle Net Configuration Assistant.



      The Configuration Assistant Welcome screen displays.

    2. Select Local Net Service Name Configuration, and then click Next.

    3. Click Add, and then click Next.

    4. Specify the service name, and then click Next. The dervice name is the global database name for your database.

    5. Select TCP as the communication protocol, and then click Next.

    6. Enter the host name, and then click Next.

      Port 1521 is the default and is generally the correct value. However, it is possible that your database administrator configured Oracle to use a different port. Check with your Oracle administrator.

      The Configuration Assistant tests the connection.

    7. After a successful test, click Next to continue.

    8. Enter a net service name to identify this connection, and then click Next.

    9. Click Finish to complete the connection.

  2. Create an ODBC connection to your Oracle server.

    1. Open the ODBC Data Source Administrator. Depending on which version of Windows you are using, this program is available from the Start menu in Administrative Tools or in Control Panel.

    2. Click System DSN tab, and then click Add.



      The Driver Selection screen displays.

    3. Choose the appropriate driver for your database, for example, OraDb11g.

      The following screen displays.



    4. Enter a Data Source Name to identify the ODBC connection. Choose the TNS Service Name from the drop-down list. Specify the default User ID to use for the connection. Click Test Connection.

      If the connection is successful, you are ready to use the ODBC name for the connection to the Oracle server.

Configuring for MSSQL

To configure an ODBC connection to your Microsoft SQL server

  1. Start the ODBC Data Source Administrator.

  2. Click System DSN tab, and then click Add.



    The Driver Selection screen displays.



  3. Select the appropriate driver for your database, for example, SQL Server.

  4. Click Finish.

    The following screen displays.



  5. Enter a name to identify the connection, then enter a short description, and select your SQL server’s IP address from the drop-down list.

  6. Click Next.

    The following screen displays.



  7. Configure this screen as illustrated: choose SQL Server Authentication..., Connect to SQL Server..., and enter a user name and a password.

  8. Click Next.

    The following screen displays.



  9. Configure this screen as illustrated: choose the database to use for this connection. You can also decide to use the default database for the user that you are using to connect to the database. Configure the other options as appropriate.

  10. Click Next.

    The following screen displays.



  11. Clear the Change the language of SQL Server system messages to option. Configure the other options as appropriate.

  12. Click Finish to create the ODBC connection to your SQL Server database.

    The following screen displays.



  13. Click Test Data Source.

    If the connection is successful, you are ready to use the ODBC name for the connection to the SQL Server.

Configuring Authentication Modes

Use the procedures in this section to configure authentication modes that enable users to open Crystal Reports from within Civic Platform.

Topics

Configuring Anonymous Access

To configure anonymous access for Crystal Reports

  1. Start Internet Information Services (IIS) Manager, and click the Crystal Reports site in the Connections panel.

  2. Click Authentication in the Security section.

    The Authentication list displays.

  3. Right-click the Anonymous Authentication item and select Enable.

  4. Navigate to V360 Administration > Report Manager > Settings > Report Services > Crystal2013 or Crystal 2011.

  5. Open an existing report service or create a new one. Enter information in the following fields in the Report Service Form:

    • Report Name List URL:

      http://<Crystal Reports Server IP address>/myreports/adapter/FileDirectory.aspx

    • Report Service URL:

      http://<Crystal Reports Server IP address>/myreports/adapter/XReport.aspx

    • Report Service Type: select Crystal Reports.

    • Authentication Method: select Not Required.



    • Environment:

      Fill the first level folder Name of Report Server. For example: TEST.

    • Agency:

      Fill the second level folder Name of Report Server. For example: ACCELA. See screenshot as below.



  6. Associate a report to the Report Service. Make sure the selected report service from the Process Service drop-down list is the one you created or edited in the previous step.



  7. Click the Parameters tab to set up the data filters. When users access the report, the data filters display in the selection window for users to enter parameters for the report.

  8. Complete the fields on the parameter form, and then click OK.

    The following preview result displays.



Configuring Basic Authentication

To set up Basic Authentication for your Crystal Reports Server:

  1. Start Internet Information Services (IIS) Manager, expand the Crystal Report site, and then click the adapter folder in the Connections panel.



  2. Click Authentication in the Security section.

    The Authentication list displays.



  3. Right-click the Basic Authentication item and select Enable.

  4. Click the Crystal Reports site in the Connections panel, and then click IIS Manager Permissions from the Security section.



  5. Click Allow User on the right side of the screen, and add a user who has permission to access Crystal Reports.



  6. Navigate to V360 Administration > Report Manager > Settings > Report Services.

  7. Open an existing report service or create a new one. Enter information in the following fields in the Report Service Form:

    • Report Name List URL:

      http://<Crystal Reports Server IP address>/myreports/adapter/FileDirectory.aspx

    • Report Service URL:

      http://<Crystal Reports Server IP address>/myreports/adapter/XReport.aspx

    • Report Service Type: Select Crystal Reports.

    • Authentication Method: Select Basic Authentication.

    • User Name and Password: enter the login name and the password of a user who can login to the Crystal Reports Server.



  8. Associate a report to the Report Service. Set the Output Format. Make sure the selected report service from the Process Service drop-down list is the one you created or edited in the previous step.



  9. For non-default format, you must configure parameter if the report has defined parameters. Click the Parameters tab to set up the data filters. When users access the report, the data filters display in the selection window for users to enter parameter values for the report.



  10. Click Preview. The Authentication window displays as shown below. Enter the user name and the password to display the associated report.



  11. Click OK.

    A report preview displays as shown below:



Configuring NT Authentication

To configure NT Authentication for your Crystal Reports Server:

  1. Start Internet Information Services (IIS) Manager, expand the Crystal Reports site, then click the adapter folder in the Connections panel.



  2. Click Authentication in the Security section.

    The Authentication list displays.



  3. Right-click the Windows Authentication item and select Enable.

  4. Navigate to V360 Administration > Report Manager > Settings > Report Services.

  5. Open an existing report service or create a new one. Enter information in the following fields in the Report Service Form:

    • Report Name List URL:

      http://<Crystal Reports Server IP address>/myreports/adapter/FileDirectory.aspx

    • Report Service URL:

      http://<Crystal Reports Server IP address>/myreports/adapter/XReport.aspx

    • Report Service Type: Select Crystal Reports.

    • Authentication Method: Select NT Authentication.

    • User Name and Password: the login name and the password of the domain account.



  6. Associate a report to the Report Service. Set the Output Format. Make sure the selected report service from the Process Service drop-down list is the one you created or edited in the previous step.



  7. For custom reports, you must configure the Parameters tab if the report has required parameters. Click the Parameters tab to set up the data filters. When users access the report, the data filters display in the selection window for users to enter parameter values for the report.



  8. Click Preview.

    If the client user and Crystal Reports Server are in the same domain, the report displays as shown below.