How to Integrate SAP Crystal Server with SAP Business One

Transcription

1 How-To Guide SAP Business One 9.0 Document Version: How to Integrate SAP Crystal Server with SAP Business One All Countries

2 Typographic Conventions Type Style Example Description Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Textual cross-references to other documents. Example EXAMPLE Example Example <Example> EXAMPLE Emphasized words or expressions. Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE. Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. Keys on the keyboard, for example, F2 or ENTER SAP AG. All rights reserved. Typographic Conventions

3 Document History Version Date Change 1.0 < > This is the first version of How to Integrate SAP Crystal Server with SAP Business One. Document History 2012 SAP AG. All rights reserved. 3

4 Table of Contents 1 Introduction Installing SAP Crystal Server Integration Component Configuring SAP Crystal Server Settings in SAP Business One Exporting Crystal Reports to SAP Crystal Server Batch Export of Crystal Reports Quick Export of a Crystal Report SAP AG. All rights reserved. Table of Contents

5 1 Introduction SAP Business One TM 9.0 enables you to extend your reporting in SAP Business One to your SAP Crystal Server TM, and take advantage of the reporting management and access function provided by SAP Crystal Server. You can do the following in SAP Business One: Export system and user-defined Crystal reports from SAP Business One to SAP Crystal Server 2011 Preview exported reports in your Crystal Server directly from SAP Business One View the Crystal Server URLs of the exported reports in SAP Business One and share the URLs You need to perform the following tasks in the indicated sequence before you can export Crystal reports from SAP Business One to SAP Crystal Server: 1. Install the SAP Crystal Server integration component 2. Configure your Crystal Server settings in SAP Business One Introduction 2012 SAP AG. All rights reserved. 5

6 2 Installing SAP Crystal Server Integration Component The SAP Crystal Server integration component is not included in the SAP Business One product installation or upgrade wizard. You need to install the integration component separately. Prerequisite You have upgraded your SAP Business One application to release 9.0. You have administrative rights on the SAP Business One client machine. You have an SAP Crystal Server available. Procedure 1. In your SAP Business One 9.0 product DVD, open either of the following folders, depending on your operating system: o Packages for 32-bit o Packages. 64 for 64-bit 2. In the Crystal Server Integration folder, navigate to BOE Runtime_ 86.exe or BOE Runtime_ 64.exe and double-click it. 3. In the SAP BusinessObjects BI platform.net SDK Redistributable 32 bit 4.0 FP3 setup window or the SAP BusinessObjects BI platform.net SDK Redistributable 64bit 4.0 FP3 setup window, select an appropriate setup language and choose the OK pushbutton. 4. In the Prerequisite check window, do one of the following: o If you have satisfied all prerequisites and passed the check, choose the Next pushbutton. o If you have failed the check, follow the instructions in the window to address the issue before you continue the installation. 5. In the installation welcome page, choose the Next pushbutton. 6. In the License Agreement window, accept the license agreement and choose the Next pushbutton. 7. In the Specify the Destination Folder window, choose the Next pushbutton. Note that you are not allowed to change the default installation folder. 8. In the Start Installation window, choose the Next pushbutton. 9. Choose the Finish pushbutton. 10. On the welcome page of the BOERuntime For Business One (32 bit) - Installshield Wizard window or of the BOERuntime For Business One (64 bit) - Installshield Wizard window, choose the Next pushbutton. 11. In the Customer Information window, specify your information and choose the Next pushbutton. 12. In the Ready to Install the Program window, choose the Install pushbutton. 13. Choose the Finish pushbutton to exit the wizard SAP AG. All rights reserved. Installing SAP Crystal Server Integration Component

7 3 Configuring SAP Crystal Server Settings in SAP Business One Prerequisites You have installed the SAP Crystal Server integration component on your SAP Business One client computer. Your Crystal Server is working normally. You have deployed an unlimited license on your Crystal Server. Procedure 1. Start an SAP Business One client. 2. From the SAP Business One Main Menu, choose Administrator Setup General Crystal Server Configuration. 3. In the Crystal Server Configuration window, specify the following information: 1. The name or IP address of your Crystal Server 2. The port number of your Crystal Server 3. The name of a Crystal Server user 4. The password of the user named above 4. Choose the Update pushbutton. 5. To integrate more Crystal Servers, repeat steps 3 and To set a Crystal Server configuration as default, select the row, choose the Set as Default pushbutton, and choose the Update pushbutton. Results An InfoView URL is automatically displayed for each defined Crystal Server configuration. You can click the URL to access your Crystal Server in a Web browser. You can export Crystal reports from SAP Business One to either of the following locations in your Crystal Server: o A public folder o A personal folder of each user defined Configuring SAP Crystal Server Settings in SAP Business One 2012 SAP AG. All rights reserved. 7

8 4 Exporting Crystal Reports to SAP Crystal Server After configuring your Crystal Server settings in SAP Business One, you can export both system and user-defined Crystal reports to SAP Crystal Server. Note You cannot export Crystal Reports layouts to SAP Crystal Server. There are two ways of exporting Crystal reports: Batch export Quick export of a single report 4.1 Batch Export of Crystal Reports You use the report and layout export wizard to export multiple Crystal reports to your Crystal Server. Procedure 1. From the SAP Business One Main Menu, choose Administrator Setup General Report and Layout Manager. 2. In the Report and Layout Manager window, choose the Export pushbutton. 3. In the report and layout export wizard, choose the Next pushbutton SAP AG. All rights reserved. Exporting Crystal Reports to SAP Crystal Server

9 4. In the Export Destination Selection window, select the Crystal Server Folder radio button and choose the Next pushbutton. Note This step is available only if you have configured your Crystal Server settings. 5. In the Report and Layout Selection window, select the Crystal reports you want to export and choose the Next pushbutton. Note To view all reports available for export, choose the Expand pushbutton. Exporting Crystal Reports to SAP Crystal Server 2012 SAP AG. All rights reserved. 9

10 6. In the Crystal Server Folder Selection window, proceed as follows: 1. Select an appropriate combination of server and user. Only the users you have defined in the Crystal Server Configuration window appear in the dropdown list. This selection determines which folders on the Crystal Server are available for selection. 2. Select an appropriate folder as the storage place of the reports. You can select from one of the following: o A public folder to which the user selected in step 1 has access authorization o A personal folder of the selected user Note The system automatically creates a personal folder named <Company Database Name>@<Client Computer Name> for the selected user if the user does not have such a personal folder. 3. [Optional] Grant read-only authorization to other Crystal Server users by proceeding as follows: 1. Choose the Authorize to View Reports pushbutton. 2. In the Report and Layout Authorizations window, select all users to whom you want to grant authorization to read the report. 3. Choose the OK pushbutton. 4. Choose the Next pushbutton. 7. In the Export Complete window, choose the Close pushbutton to exit the wizard SAP AG. All rights reserved. Exporting Crystal Reports to SAP Crystal Server

11 Result Locate and select an exported report in the Report and Layout Manager window,; a URL Reporting field is displayed in the details of the report. You can run the report in a Web browser by clicking the hyperlink Show Report in Web Browser. 4.2 Quick Export of a Crystal Report You can export a single Crystal report to your Crystal Server as the following steps: 1. From the SAP Business One Main Menu, choose Administrator Setup General Report and Layout Manager. 2. In the Report and Layout Manager window, navigate to and select the report you want to export. 3. In the work area on the right, from the You Can Also dropdown list, choose Export to Crystal Server. Results The report is exported to the default Crystal Server user's personal folder named <Company Database Name>@<Client Computer Name>. Note The system automatically creates a personal folder named as above for the default Crystal Server user if the user does not have it. A URL Reporting field is displayed in the details of the report in the Report and Layout Manager window. You can run the report in a Web browser by clicking the hyperlink Show Report in Web Browser. Exporting Crystal Reports to SAP Crystal Server 2012 SAP AG. All rights reserved. 11

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