Setup: Reports: Installing New Reports

This page guides you through the process of installing a report into your Report Tree.

(For directions on simply replacing an existing report with a new one, click here.)

Requirements:

• Administrative access to IB Console
• the report file(s)
• knowledge of how to use IB Console's ISQL to ...
  • load a script (procedure)
  • execute a script/statement/command (procedure)

Procedure:

1. Save each new report file into its proper directory (Standard or Custom) on all Client Machines.
    
2. Get ISQL ready to run your commands.
   • If you don't know how, click here to learn, and then return.
          
3. Install the AddReport procedure into your database:
    
   1. (Note that you are about to open a separate window.) Click this link and then copy and paste the entire text from that window into the top window of the ISQL panel.
      • You may then close that extra window.
         
        
   2. Click the Lightning Bolt icon to execute.
      • The text should simply disappear.
      • If you get an error message indicating ...
          Unsuccessful metadata update
          Procedure ADDREPORT already exists
        then remove the procedure by executing the following:
          drop procedure AddReport;
          commit;
        and then try installing the AddReport procedure again.
         
4. Install the report(s). (Do the following for each report.)
    
   1. Place an 'execute procedure AddReport ...' statement into ISQL:
      
      • If a statement was provided for you, copy and paste that statement into ISQL.
      • Otherwise, build a statement as detailed in this procedure and then return.
          
   2. Click the Lightning Bolt icon to execute, and note the result.
      • If the result is anything but 'Accepted', expand the result message box so you can read the whole message, and take appropriate action.
         
   3. Commit by executing the following command in ISQL:
      • commit;
         
   4. Confirm success:
      1. In Bundle-Track, open the reports list, locate the report listing, and test the report.
      2. If necessary, troubleshoot.
      3. Close the reports list.
          
5. Drop the AddReport procedure from the database.
   • Execute the following in ISQL:
     • drop procedure AddReport;
     • commit;
        
6. Exit ISQL and IB Console.

We welcome your comments at support@bundle-track.com.

If you would like our live assistance, you may hire us at our professional services rate.