Create New Report or Job Definitions

Reports and Jobs › View and Edit Report and Job Definitions › Create New Report or Job Definitions

Create New Report or Job Definitions

Use the [Report/Job] Definition pages to add new report or job definitions. You may need to create a new report or job definition if you created a user-defined report or developed a new job.

To create a new report or job definition

Click Reports and Jobs from the Data Administration menu and click the Report and Job Definitions tab.
The Jobs Definitions page appears.
Click New.
The [Report/Job] Definition: Properties page appears.
Complete the following fields, and click Save and Continue:
[Report/Job] Definition Name

Defines a unique name for the report or job definition.

[Report/Job] Definition ID

Defines the unique identifier for the report or job definition. This field is display only if you are editing an existing report or job definition.

Content Source

Identifies the content source for the report or job. Select from the list to indicate the content source.

Description

Describers the report or job definition, such as a summary of the report output.

Active

Indicates if the report or job definition has been activated.

Executable Type
Specifies the executable type. This determines if the definition is a report or a job type.

Values:
- Report. Defines the definition as a report definition.
- Java
- PMD
- SQL Stored Procedure
- XBL
Default: Report
Executable Name
Defines the executable name for the report or job type you are defining.

Values:
- Report. Enter the path and file name of the report as it is stored in the Business Objects InfoView folder. All report executable names are relative to the CA Clarity folder in InfoView.
  If the report is stored in the CA Clarity folder, only the file name of the report is entered (for example, Budget Forecast Analysis).
  
  If the report is stored in a subfolder under the CA Clarity folder, both the subfolder name and file name are entered in the field, separated by a forward slash.
  
  Example: CA Custom/Project Milestone Summary, where CA Custom is the folder and Project Milestone Summary is the file name.
- Java. Enter the class path (for example, com.niku.security. CleanUserSessionListener).
- PMD. Enter the PMD statement set name (for example, itl.incidentCostCalc)
- SQL Stored Procedure. Enter the name of the stored procedure (for example, IMM_ASSIGN_INCIDENT).
- XBL. Enter the XBL file name using the format, component#filename (for example, projmgr#projects/purgeProjects.xbl).
The Parameters page appears.
Click New.
The Parameter page appears.
Define the following parameters for the report or job definition, and click Save and Continue:

Parameter Label

Indicates the parameter name that users see.

Bind Parameter Code

Defines the parameter's bind code. For example, if the job executable type is an SQL stored procedure and the SQL stored procedure parameter name is "P_JOB_RUN_ID", then the bind parameter code is "P_JOB_RUN_ID".

To map a parameter on a Business Objects report to a parameter in the CA Clarity PPM Report definition, the value of the CA Clarity PPM bind parameter code should be the same as the parameter name defined on the Crystal Report or Web Intelligence Report.

Type

Indicates the type of field for the parameter. Select a field type from the drop-down. If you select Browse or Pull-down, you must indicate whether the parameter is a multi-select or single-select lookup style and select a lookup using the Browse icon. If the parameter is a multi-select style, ensure that the Crystal Reports or Web Intelligence parameter is marked so as to allow multi-value selection. For example, on the Crystal Report parameter, you need to set "Allow multiple values=True".

Default

Indicates the read-only value of the parameter. Required if Read-only is selected.

Required

Indicates when selected that the parameter must have a value entered by users.

Read-only

Indicates that the parameter will be read-only if the field is selected. If you select Read-only, you must provide a value for the parameter in the Default field.

You must define all report parameters that will be passed to the reports server from CA Clarity PPM regardless of whether the report is executed directly from CA Clarity PPM or indirectly from a link in another report.

The Job Definition: Parameter Order page appears.
Set up the layout of the page, and click Save and Continue.
The Job Incompatibilities page appears.
Compile a list of reports or jobs that cannot run concurrently with this report or job.
Select Associated Categories from the content menu.
The Job Definition: Associated Categories page appears.
Complete the following steps:
1. Click Add to assign categories to this report or job.
  The Select Job Categories page appears.
2. Select a job category and click Add.
  The Job Definition: Associated Categories page appears.
3. Click Continue.
  The Job Definition: Full Access View page appears.
Use the access pages to grant resources, groups, or OBS units rights to edit the report or job definition in the Administration Tool or to run the report or job from CA Clarity PPM. This grants instance access rights to this report or job.
Click Exit.
The report or job definition is created.