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EMC Corporation

Corporate Headquarters:

Hopkinton, MA 01748-91031-508-435-1000www.EMC.com

EMC ApplicationXtender

Reports Management6.5

Administrators Guide

300-010-538REV A01


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ApplicationXtender Reports Management Administrators Guide2

Copyright 1994 - 2010 EMC Corporation. All rights reserved.

Published March, 2010

EMC believes the information in this publication is accurate as of its publication date. The information issubject to change without notice.

THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NOREPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THISPUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY ORFITNESS FOR A PARTICULAR PURPOSE.

Use, copying, and distribution of any EMC software described in this publication requires an applicablesoftware license.

For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com.

All other trademarks used herein are the property of their respective owners.


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ApplicationXtender Reports Management Administrators Guide 3

Preface.............................................................................................................................. 9

Chapter 1 Introduction

AppXtender Reports Mgmt............................................................. 14AppXtender Reports Mgmt Architecture...................................... 15AppXtender Reports Mgmt Print Stream Processor ............ 16AppXtender Reports Mgmt Report Processor ...................... 17AppXtender Reports Mgmt Report ConfigurationAdministrator............................................................................. 18AppXtender Reports Mgmt Report ConfigurationAdministrator (Reports Only) ................................................. 19

What are Report Files and Print Stream Files? ............................. 20What are Report Files? .............................................................. 20What are Print Stream Files?.................................................... 20

Processing Different File Types....................................................... 21

Chapter 2 Installing ApplicationXtender Reports Management

Preparing to Install AppXtender Reports Mgmt.......................... 24

The AppXtender Reports Mgmt Service Account ....................... 25Configuring the Service Account ............................................ 26Running AppXtender Reports Mgmt Setup Wizard ................... 35

Uninstalling AppXtender Reports Management.................. 42

Chapter 3 Using ApplicationXtender Reports Management

How AppXtender Reports Mgmt Processes a File....................... 46

What Happens to a Print Stream File ..................................... 46What Happens to a Report File ............................................... 48

Contents


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Contents

The Extraction Process ..................................................................... 50

Extracting the Index Values ..................................................... 50Understanding Propagation of Index Values ........................ 51Using Different Indexing Options........................................... 56Compressing Report Files for Storage.................................... 59Important Information about Extracting Dates .................... 60

Support for AppXtender Features.................................................. 61HIPAA Compliance Support ................................................... 61

Configuring AppXtender Reports Mgmt...................................... 63

Configuring AppXtender Reports Mgmt for Print StreamFiles.............................................................................................. 63Configuring AppXtender Reports Mgmt for Report Files .. 64Configuring AppXtender Reports Mgmt for BusinessIntelligence Applications.......................................................... 65

Maintaining AppXtender Reports Mgmt...................................... 71

Chapter 4 ApplicationXtender Reports Management

Configuration Admin

Introduction....................................................................................... 74Opening the AppXtender Reports Mgmt Configuration Admin... 75Using the AppXtender Reports Mgmt Configuration Admin... 76

AppXtender Reports Mgmt Configuration AdminApplication Setup for Web Access .......................................... 77

Navigating the AppXtender Reports Mgmt ConfigurationAdmin Application ................................................................... 80The AppXtender Reports Mgmt Configuration AdminToolbar......................................................................................... 81Customizing the Application................................................... 82

Transferring AppXtender Reports Mgmt Configuration Data .. 84Exporting Configuration Data................................................. 85Importing Configuration Data ................................................ 86

Using Help......................................................................................... 87AppXtender Reports Mgmt Configuration Properties ............... 88

Viewing Information about AppXtender Reports Mgmt .... 88Configuring AppXtender Reports Mgmt Licensing ............ 88Changing the AppXtender Reports Mgmt ConfigurationData Directory............................................................................ 91

Chapter 5 Managing AppXtender Data SourcesIntroduction....................................................................................... 94


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5ApplicationXtender Reports Management Administrators Guide

Contents

About Content Repositories ............................................................ 96

Viewing Existing AppXtender Data Sources ................................ 98Preparing AppXtender Reports Mgmt Servers as AppXtenderDatabase Clients................................................................................ 99

Preparing AppXtender Reports Mgmt Servers as IBM DB2Database Clients....................................................................... 100Preparing AppXtender Reports Mgmt Servers as OracleDatabase Clients....................................................................... 104Preparing AppXtender Reports Mgmt Servers as Sybase SQL

Anywhere Database Clients ................................................... 107Preparing AppXtender Reports Mgmt Servers as MySQLDatabase Clients....................................................................... 112Preparing AppXtender Servers as Microsoft Access DatabaseClients ........................................................................................ 114

Linking to AppXtender Data Sources .......................................... 117Linking to an SQL Server Database ...................................... 118Linking to an IBM DB2 Database .......................................... 120

Linking to an Oracle Database............................................... 122Linking to a Sybase Database................................................. 124Linking to a MySQL Database ............................................... 126Linking to a Microsoft Access Database............................... 128

Modifying an Existing Data Source.............................................. 131Removing an AppXtender Data Source....................................... 133Support for AppXtender Data Features....................................... 134

Configuring Volume Label Search Drive(s) ......................... 134

Configuring Max Future Years............................................... 135

Chapter 6 Configuring Print Stream Types

Introduction ..................................................................................... 138Print Stream Type Configuration Glossary ................................. 139Creating a New Print Stream Type............................................... 140

Starting the Print Stream Type Creation Wizard................. 141

AFP Print Stream Type Creation Wizard.............................. 142ASCII Print Stream Type Creation Wizard........................... 156EBCDIC Print Stream Type Creation Wizard....................... 160EBCDIK Print Stream Type Creation Wizard ...................... 163Metacode Print Stream Type Creation Wizard .................... 166PCL Print Stream Type Creation Wizard.............................. 179

Modifying Print Stream Type Properties..................................... 189Opening the Print Stream Properties Dialog Box................ 189

Renaming a Print Stream Type............................................... 191Deleting a Print Stream Type......................................................... 192


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Contents

Chapter 7 Configuring Report Types

Introduction..................................................................................... 194Managing Report Types................................................................. 196

Creating a New Report Type ................................................. 196Modifying Report Type Properties ....................................... 211Viewing the Sample Report ................................................... 214Deleting a Report Type ........................................................... 216

Managing Index Fields .................................................................. 217Checking the Index Field List................................................ 218

Synchronizing Index Fields with the Database................... 219Changing Index Field Propagation....................................... 220

Managing Data Fields .................................................................... 223Creating Fields for Export to Business Intelligence Files .. 223Changing Data Field Properties ............................................ 225Deleting a Data Field............................................................... 226

Managing Procedures .................................................................... 228Creating a New Procedure ..................................................... 228

Recommended Method of Testing Procedures ................... 235Changing the Order of Procedures....................................... 236Editing Procedures.................................................................. 237Deleting a Procedure............................................................... 239

Using XDS Visual Tester ................................................................ 241Displaying XDS Visual Tester for a Sample Report............ 242Displaying XDS Visual Tester for a Processed Report ....... 243Using XDS Visual Tester to Test a Report ............................ 248

Chapter 8 Managing the Print Stream Processor

Introduction..................................................................................... 252The Print Stream Processor Glossary........................................... 254

The Configuration Data Directory........................................ 256The Print Stream Processor Working Directory .................. 257The Working Subdirectory for a Print Stream Type ........... 257

Resources Directory for a Print Stream Type....................... 258The Print Stream Processor System Log Directory............. 259The Source Directory for each Print Stream Type............... 260

Configuring the Print Stream Processor...................................... 262Print Stream Processor Paths ................................................. 264Log View Path.......................................................................... 264Changing the Working Directory.......................................... 265Changing the System Log Directory..................................... 266Configuring Print Stream Processor Performance.............. 267Managing Source Specifications for Print Stream Types ... 275


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7ApplicationXtender Reports Management Administrators Guide

Contents

Monitoring the Print Stream Processor........................................ 287

Using Logs to Monitor the Print Stream Processor............. 287Viewing Logs for Failed Print Stream Processes ................. 293Allowing a Print Stream to be Processed Again.................. 295Deleting the Logs for a Processed Print Stream .................. 296

Chapter 9 Managing the Report Processor

Introduction ..................................................................................... 298

The Report Processor Glossary ..................................................... 299The Configuration Data Directory......................................... 301Report Processor Paths............................................................ 302Report Log View ...................................................................... 303The Report Processor Working Directory............................. 304The Working Subdirectory for a Report Type...................... 304The Report Processor System Log Directory ....................... 305The Source Directory for a Report Type ............................... 306

Configuring the Report Processor ................................................ 308Changing the Report Processor Working Directory ........... 310Specifying the Data Export Path............................................ 311Specifying the B.I. Gateway Path........................................... 312Changing the Report Processor System Log Directory ...... 313Configuring Report Processor Performance........................ 314Accessing Report Data in WMI.............................................. 319Managing Source Specifications for Report Types.............. 323

Monitoring the Report Processor.................................................. 336Using Logs to Monitor the Report Processor....................... 336

Chapter 10 Using Form Overlay

Introduction ..................................................................................... 348Creating the _FORMS Application............................................... 350

Index Fields for _FORMS Application.................................. 351

Adding Forms to the _FORMS Application................................ 353Enabling Form Display................................................................... 355Modifying the Document Position in Relation to Form............ 356

Glossary........................................................................................................................ 357

Index .............................................................................................................................. 365


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10 ApplicationXtender Reports Management Administrators Guide

Preface

The following is a list of documentation for related products that may

be useful when working with AppXtender Reports Mgmt:

ApplicationXtender Concepts and Planning Guide

ApplicationXtender Core Components Administrators Guide

ApplicationXtender Administrator Quick Reference

All documents are in Adobe Acrobat Portable Document Format(PDF), and can be viewed by downloading and installing the Adobe

Acrobat Reader. The Reader is available directly from Adobe atwww.adobe.com. To install and use the Reader on the preferredplatform, refer to the instructions on the Adobe website.

Conventions Used inthis Document

EMC uses the following conventions for special notices.

Note: A note presents information that is important, but not hazard-related.

CAUTION

A caution contains information essential to avoid data loss ordamage to the system or equipment. The caution may apply tohardware or software.

IMPORTANT

An important notice contains information essential to operation ofthe software. The important notice applies only to software.


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ApplicationXtender Reports Management Administrators Guide 11

Preface

Where to get help EMC support, product, and licensing information can be obtained asfollows.

Product information For documentation, release notes, softwareupdates, or for information about EMC products, licensing, andservice, go to the EMC Powerlink website (registration required) at:

http://Powerlink.EMC.com

Technical support For technical support, go to EMC CustomerService on Powerlink. To open a service request through Powerlink,

you must have a valid support agreement. Please contact your EMCsales representative for details about obtaining a valid supportagreement or to answer any questions about your account.
http://powerlink.emc.com/http://powerlink.emc.com/


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Preface


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Introduction 13

1

Introduction

This chapter provides an introduction to ApplicationXtenderReports Management (AppXtender Reports Mgmt).

For more information, see the following sections:

AppXtender Reports Mgmt.............................................................. 14 AppXtender Reports Mgmt Architecture....................................... 15 What are Report Files and Print Stream Files? .............................. 20 Processing Different File Types........................................................ 21


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Introduction

AppXtender Reports Mgmt

AppXtender Reports Mgmt is a solution for electronically storingcomputer output reports. You can use AppXtender Reports Mgmt toprocess reports for retrieval, printing, faxing, and routing inWindows environments.

To process or store reports, AppXtender Reports Mgmt extracts indexvalues from predefined locations on report pages and imports the

index records into an ApplicationXtender (AppXtender) database forfuture retrieval.

The report files are also compressed and copied to the write pathlocation specified in AppXtender. This location could be a massstorage device such as magnetic, DVD-RAM, WORM, erasableoptical, tape, or CD-ROM media.

This network product is designed for those who need a complete,

turnkey Enterprise Report Management (ERM) and/or contentmanagement solution.


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AppXtender Reports Mgmt Architecture 15

Introduction

AppXtender Reports Mgmt Architecture

AppXtender Reports Mgmt runs on Windows and can be integratedinto any Windows-supported network. Refer to the

ApplicationXtender Release Notesfor a list of supported operatingsystems.

An OLE DB-compliant database server is used to store index valuesand report page/image locations. Any mass storage device (hard

disk, disk array, optical, DVD-RAM, tape) can be used to store thecomputer reports. AppXtender, the universal viewer of theApplicationXtender product suite, is used on workstations to searchfor and display reports and other documents.

AppXtender Reports Mgmt comprises feature-rich components thattogether provide a powerful and flexible system for converting printstream files, extracting index values, and uploading the resultingindexed documents to AppXtender. You can then use AppXtender to

retrieve and view report files. AppXtender Reports Mgmt includesthe following components:

The AppXtender Reports Mgmt Print Stream Processor detectsand converts print stream files into PDF or standard ASCII formatthat can be used by the AppXtender Reports Mgmt ReportProcessor.

The AppXtender Reports Mgmt Report Processor detects report

files, extracts data and creates index values, uploads indexrecords to an AppXtender database, and compresses reports forstorage in a designated location, which may be a mass storagedevice.

The AppXtender Reports Mgmt Report ConfigurationAdministrator is a user interface for storing and modifyingconfiguration data for the AppXtender Reports Mgmt Print

Stream Processor and the AppXtender Reports Mgmt ReportProcessor, for creating or debugging index procedures, and forviewing error log and status information. The AppXtenderReports Mgmt Report Configuration Administrator has twoviews: AppXtender Reports Mgmt Report Configuration andAppXtender Reports Mgmt Configuration.

The AppXtender Reports Mgmt Report Configuration viewonly allows access to the AppXtender Reports Mgmt Report

Processor.


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Introduction

The AppXtender Reports Mgmt Configuration view allowsaccess to both the AppXtender Reports Mgmt ReportProcessor and the AppXtender Reports Mgmt Print StreamProcessor. For simplicity, procedures in this manual refer tothe AppXtender Reports Mgmt Report ConfigurationAdministrator to refer to either view.

Note: You may install AppXtender Reports Mgmt on more than onemachine, but only one instance of it may run at any given time. Whenconfiguring AppXtender Reports Mgmt remotely, be sure that the

instance you are using is the only one currently running.

AppXtender ReportsMgmt Print StreamProcessor

The AppXtender Reports Mgmt Print Stream Processor detects printstream files from other sources and converts them into a PDF orstandard ASCII format. The following table lists the file formats thatcan be converted:

Converted report files can then be output to the AppXtender ReportsMgmt Report Processor for extracting and indexing the specifieddata.

The AppXtender Reports Mgmt Print Stream Processor is a Windows

service that continuously processes print stream files according toconfiguration information in source specifications and print stream

Table 1 Files that Can be Processed by the AppXtender Reports Mgmt PrintStream Processor

Print Stream File Format Conversion Output

IBM AFP format

Note: Line data and mixed mode files that print on AFP printers through PSFare supported, as well as fully composed MO:DCA-P files. The AFP parserdoes not support the output of PSF (IPDS).

PDF

Xerox Metacode format (also known as DJDE)

Note: Line data and mixed mode files that print on Metacode printers aresupported, as well as pure Metacode files.

PDF

HP PCL (level 4 and 5, but not 6) PDF

Non-standard ASCII Standard ASCII

EBCDIC Standard ASCII

EBCDIK Standard ASCII


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Introduction

types. Source specifications indicate the location and file name masksof print stream files. Print stream types specify necessary parameters

for processing print stream files. At the end of a successful process, aPDF or standard ASCII file is created and placed into a specifieddirectory. Following a successful conversion, the source file may bedeleted, renamed, or moved to a new location for archival purposes.

During this conversion process, the AppXtender Reports Mgmt PrintStream Processor generates one or two logs. For AFP, Metacode, andPCL print stream file conversions, the processor generates a detailed

conversion log. For all print stream file conversions, includingEBCDIC, EBCDIK, and nonstandard ASCII, the processor generates amessage log, to indicate a success or failure. In addition, theAppXtender Reports Mgmt Print Stream Processor creates asystem-level message log.

You may monitor the processing of print stream files by viewing thegenerated conversion log, message log, and the system log in theAppXtender Reports Mgmt Report Configuration Administrator. Forinstructions on viewing these logs, see Monitoring the Print StreamProcessor.

AppXtender ReportsMgmt ReportProcessor

The AppXtender Reports Mgmt Report Processor detects report files,extracts index values from the report files, and stores the resultingindex record with the report pages in an AppXtender database as anindexed document. You can then use the index record to retrieve the

report file through an AppXtender application.

Report files are also compressed and stored for viewing inAppXtender. Report files can be generated on any platform but mustbe one of the following file types: ASCII or PDF.

You can use the AppXtender Reports Mgmt Print Stream Processor toconvert many print stream types into either ASCII or PDF, which canthen be processed with the AppXtender Reports Mgmt ReportProcessor.

The AppXtender Reports Mgmt Report Processor is a Windowsservice that continuously processes report files according toconfiguration information in source specifications and report types.

Source specifications indicate the location and a method for theAppXtender Reports Mgmt Report Processor to recognize report files(either by file name masks or by INI files). Report types specifynecessary parameters for processing report files.


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Introduction

At the end of a successful extraction process, the AppXtender ReportsMgmt Report Processor performs the following tasks:

Uploads reports as new documents to the AppXtender documentstorage location

Uploads index records for those reports to the AppXtenderdatabase

Exports records to files for use in business intelligenceapplications, if AppXtender Reports Mgmt is appropriately

configuredFollowing a successful extraction, the source file may be deleted,renamed, or moved to a new location for archival purposes.

For more discussion of the extraction process, see The ExtractionProcess.

During this extraction process, the AppXtender Reports MgmtReport Processor generates two logs. One of these logs is a detailed

history log. The other log is a message log generated to indicate asuccess or failure. In addition, the AppXtender Reports Mgmt ReportProcessor creates a system-level message log if it cannot start aprocess.

You may monitor the processing of report files by viewing thegenerated history log, message log, and the system log in theAppXtender Reports Mgmt Report Configuration Administrator.

For instructions on viewing these logs, see Monitoring the ReportProcessor.

AppXtender ReportsMgmt ReportConfigurationAdministrator

The AppXtender Reports Mgmt Report Configuration Administratorstores AppXtender Reports Mgmt configuration data for both printstreams and reports.

This advanced interface allows you to directly develop or modifyextraction procedures, review and modify configuration data forAppXtender Reports Mgmt components, and view error and statuslogs.

For more detailed information about the AppXtender Reports MgmtReport Configuration Administrator, see The AppXtender ReportsMgmt Configuration Admin Toolbar.


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Introduction

AppXtender Reports

Mgmt ReportConfigurationAdministrator(Reports Only)

The AppXtender Reports Mgmt Report Configuration Administrator

(Reports Only) stores AppXtender Reports Mgmt configuration datafor reports only.

Like the Configuration Admin, this advanced interface allows you todirectly develop or modify extraction procedures, review and modifyconfiguration data for AppXtender Reports Mgmt components, andview error and status logs.

For more detailed information about the AppXtender Reports Mgmt

Report Configuration Administrator, see ApplicationXtenderReports Management Configuration Admin.


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Introduction

What are Report Files and Print Stream Files?

What are ReportFiles?

A report file is any generated file that provides information in anorganized way.

You can use the AppXtender Reports Mgmt Report Processor toextract index information from two types of report files: PDF andstandard ASCII.

Although the term reportusually has a broader meaning, thisdocumentation uses the term to refer to only those files that can beprocessed by the AppXtender Reports Mgmt Report Processor.

The AppXtender Reports Mgmt Report Processor can process PDFand standard ASCII files that were created using the AppXtenderReports Mgmt Print Stream Processor, but is not limited to only thosePDF and standard ASCII files.

What are PrintStream Files?

A print stream file is output that would normally be destined for theprinter but has been diverted to a computer file instead.

You can use the AppXtender Reports Mgmt Print Stream Processor toconvert AFP, Metacode, PCL, EBCDIC, EBCDIK, and non-standardASCII print stream files. The AppXtender Reports Mgmt ReportProcessor can in turn, process these converted files.

Although the termprint streamusually has a broader meaning, thisdocumentation uses the term to refer to only those files that can beprocessed by the AppXtender Reports Mgmt Print Stream Processor.


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Processing Different File Types 21

Introduction

Processing Different File Types

The procedure for extracting index records depends on the type offile that needs to be processed. Use the following table to determinewhether your file must be converted before processing:

The following table describes the input and output of eachAppXtender Reports Mgmt processor:

Table 2 What You Should Do with Each File Type

If Files to be Processed are Then You

PDF or standard ASCII report files Can process them with the AppXtender Reports MgmtReport Processor. The files do not need to be convertedbefore processing.

AFP, Metacode, or PCL print stream files Must convert them first with the AppXtender ReportsMgmt Print Stream Processor. Then you can process theresulting PDF report files with the AppXtender ReportsMgmt Report Processor.

EBCDIC, EBCDIK, or non-standard ASCII printstream files

Must convert them first with the AppXtender ReportsMgmt Print Stream Processor. Then you can process theresulting standard ASCII report files with the AppXtenderReports Mgmt Report Processor.

Any other file format Must use a separate conversion tool to convert them toAFP, ASCII, EBCDIC, EBCDIK, Metacode, PCL, or PDFand then process them with the appropriate AppXtenderReports Mgmt processor.

Table 3 Input and Output for Each AppXtender Reports Mgmt Processor

Processor Input Output

AppXtender ReportsMgmt Print Stream

Processor

AFP, Metacode, PCL, non-standardASCII, EBCDIC, or EBCDIK print

stream files

PDF or standard ASCII report files (forinput into the AppXtender Reports Mgmt

Report Processor)

AppXtender ReportsMgmt Report Processor

PDF or standard ASCII report files Indexed and compressed documentsuploaded to AppXtender (plus f iles for usein business intelligence applications,depending on AppXtender Reports Mgmtconfiguration)


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Introduction

The following figure provides a diagram of the input and output ofeach AppXtender Reports Mgmt processor:

Figure 1 Input and Output for each AppXtender Reports Mgmt Processor

PDF

Standard ASCII


Print Stream Processor

AFP

Metacode

PCL

Non-standard ASCIIEBCDICEBCDIK


Report ProcessorIndexed Documents

Uploaded to AppXtender

Records Exported to

a File for Business

Intelligence Applications


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Installing ApplicationXtender Reports Management 23

2

Installing

ApplicationXtenderReports Management

This chapter describes how to install, configure, and uninstallAppXtender Reports Mgmt.

For more information, see the following sections: Preparing to Install AppXtender Reports Mgmt........................... 24 The AppXtender Reports Mgmt Service Account......................... 25 Running AppXtender Reports Mgmt Setup Wizard .................... 35


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Installing ApplicationXtender Reports Management

Preparing to Install AppXtender Reports Mgmt

To install AppXtender Reports Mgmt:

1. Make sure the computer on which you want to installAppXtender Reports Mgmt has access to the computer on whichAppXtender has been installed. For best performance, considerinstalling AppXtender Reports Mgmt on a computer other thanthe one where the AppXtender database is located. For moreinformation, refer to theApplicationXtender Installation Guide.

2. Make sure the computer on which you want to installAppXtender Reports Mgmt meets AppXtender Reports Mgmtrequirements. For information, refer to theApplicationXtenderReports Management Release Notes.

3. Configure an AppXtender Reports Mgmt service account. Forinstructions, see Configuring the Service Account.

4. Run the AppXtender Reports Mgmt setup wizard. Forinstructions, see Running AppXtender Reports Mgmt SetupWizard.(To upgrade from previous versions of AppXtenderReports Mgmt, you need only run the AppXtender Reports Mgmtsetup wizard.)

Note: You can install MMC, MDAC, or Adobe Acrobat Reader from theAppXtender Reports Mgmt setup media kit. You can download Microsoft

Internet Explorer from the Microsoft website.

Note: To determine the operating system version, service pack, and physicalmemory available for Windows, from the Start menu, select Run. In the Opentext box, typewinver. Click OK.


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I t lli A li ti Xt d R t M t


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Configuring the

Service Account

This section describes how to configure the AppXtender Reports

Mgmt service account on a Windows computer for use withAppXtender Reports Mgmt. The following procedure provides anoverview for this section.

To configure the AppXtender Reports Mgmt service account:

1. Create an account that can be used as an AppXtender ReportsMgmt service account. For instructions, see Creating theAppXtender Reports Mgmt Service Account.

2. Make sure the account that you want to configure as theAppXtender Reports Mgmt service account is a member of theLocal Administrators group on the computer where you intend toinstall AppXtender Reports Mgmt. For instructions, see Addingthe AppXtender Reports Mgmt Service Account toAdministrators Group.

Note: This step is necessary because the AppXtender Reports Mgmtservice account requires the rights of an Administrator. These rightsallow the AppXtender Reports Mgmt services to access remote resources.

3. On the domain, make sure the account that you want to configureas the AppXtender Reports Mgmt service account has the Log onas a service advanced right.

For instructions, see Adding Advanced Rights to the

AppXtender Reports Mgmt Service Account.

Note: This step must be performed on the domain because the rights fora user on the domain override the rights for the same user on thecomputer on which AppXtender Reports Mgmt is installed.

The AppXtender Reports Mgmt service account is configured andyou are ready to install AppXtender Reports Mgmt.



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The AppXtender Reports Mgmt Service Account 27


Creating theAppXtender Reports

Mgmt ServiceAccount

To create the AppXtender Reports Mgmt service account:

1. Log on to the computer on which you intend to installAppXtender Reports Mgmt.

2. Make sure that you are logged on as a member of the LocalAdministrators group.

Note: This step is necessary because configuring the AppXtenderReports Mgmt service account requires the rights of an administrator.

3. From the Windows Start menu, select Programs and thenAdministrative Tools.

4. From the Administrative Tools program group, select ComputerManagement. The Computer Management console appears.

Figure 2 Computer Management Console

5. Expand the System Tools tree item, and then expand Local Usersand Groups.

6. Right-click Users, and select New User. The New User dialog boxappears.



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Figure 3 New User Dialog Box

7. Enter a User name, Full name, Description, Password, andPassword confirmation in the available text boxes.

8. Disable the User must change password at next logon check box,and enable the Password never expires check box.

9. Click Create. The new AppXtender Reports Mgmt service

account is created.

10. Click Close to exit the New User dialog box.

11. Keep the Computer Management console open. You now need toadd the AppXtender Reports Mgmt service account to theAdministrators group.

For instructions, see the Adding the AppXtender Reports Mgmt

Service Account to Administrators Group.



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Adding theAppXtender Reports

Mgmt ServiceAccount to

Administrators Group

The account that you want to configure as the AppXtender ReportsMgmt service account must be a member of the administrators group.

The following procedures describe how to add the AppXtenderReports Mgmt service account to the administrators group in theWindows environment.

To add the AppXtender Reports Mgmt service account to theadministrators group:

1. In the Computer Management console, expand the System Tools

tree item, and then expand Local Users and Groups.2. Select the Users folder. The list of local users appears in the

consoles right-side pane.

3. Right-click the AppXtender Reports Mgmt service account andselect Properties. The Properties dialog box for the selected userappears.

4. Click the Member Of tab.

Figure 4 User Properties Dialog Box - Member Of Tab

5. Click Add. The Select Groups dialog box appears.


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8. Click OK to return to the Computer Management console.

9. Close the Computer Management console.

10. You now must configure the new account to have the Log on as aservice advanced right.

For instructions, see Adding Advanced Rights to theAppXtender Reports Mgmt Service Account.

Adding AdvancedRights to the

AppXtender ReportsMgmt Service

Account

The AppXtender Reports Mgmt service account requires the Log onas a service advanced right.

The following procedures describe how to add this right to theaccount you want to configure as the AppXtender Reports Mgmtservice account.

To add advanced rights to the AppXtender Reports Mgmt serviceaccount:

1. Log on to the domain. Make sure you are logged on as a member

of the Local Administrators group.

Note: This step must be performed on the domain because the rights fora user on the domain override the rights for the same user on thecomputer on which AppXtender Reports Mgmt is installed.

2. Open the Local Security Settings console. From the Start menu,select Programs, then Administrative Tools. From the

Administrative Tools program group, choose Local SecurityPolicy.

The Local Security Settings console appears.

Figure 7 Local Security Settings Console

3. Expand the Local Policies folder, and then select User Rights

Assignment. All user rights should appear in the right-side paneof the Local Security Settings Console.



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4. Right-click Log on as a Service and choose Properties. TheProperties dialog box for that advanced right appears.

Figure 8 Properties Dialog Box

5. Click Add User or Group. The Select Users, Administrators, orGroups dialog box appears.

Figure 9 Select Users, Administrators, or Groups Dialog Box

6. Click Locations. The Locations dialog box appears.



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Figure 10 Locations Dialog Box

7. Select the domain where you created the AppXtender ReportsMgmt service account and click OK to return to the Select Users,Administrators, or Groups dialog box.

8. Click Advanced. The advanced view of the Select Groups dialogbox appears.

Figure 11 Select Groups Dialog Box, Advanced View



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9. Click Find Now. The Search results panel appears. Select theaccount you created to use as the AppXtender Reports Mgmt

service account and then click OK.

10. Close the Local Security Settings console.

Your Windows service account for the AppXtender ReportsMgmt services can now be used during AppXtender ReportsMgmt installation.



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Running AppXtender Reports Mgmt Setup Wizard 35

Running AppXtender Reports Mgmt Setup Wizard

This section describes how to run the AppXtender Reports Mgmtsetup wizard.

The account used to install AppXtender Reports Mgmt must be amember of the Local Administrators group of the computerwhere the installation is performed.

In addition, the account used to install AppXtender Reports

Mgmt should have the Log on as a Service Advanced Right. The AppXtender Reports Mgmt service account must be used to

install AppXtender Reports Mgmt.

To start the AppXtender Reports Mgmt setup wizard:

1. Close all open applications.

2. Obtain the installation files for AppXtender Reports Mgmt. You

have the following choices: Download the ReportsMgmt_6.5.xxx.zip file from the EMC

download center (http://Powerlink.EMC.com) to atemporary directory on your computer.

Extract the installer zip file to the temporary directory. If youdownload multiple products, download all of them to thesame temporary directory.

Insert the AppXtender Reports Mgmt setup media into yourmedia drive.

3. In the temporary directory or media drive, navigate to theAppXtender Reports Mgmtdirectory and run setup.exe.

AppXtender Reports Mgmt setup checks the computer forMicrosoft Data Access Components (MDAC), which is requiredto run AppXtender Reports Mgmt. If this is missing, AppXtender

Reports Mgmt setup installs it.

AppXtender Reports Mgmt setup also checks the computer forAdobe Acrobat Reader (which is required to view PDF reports inthe Report Viewer). If it is missing, a message appears remindingyou to install it before continuing with AppXtender ReportsMgmt setup.

http://powerlink.emc.com/


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If you want the ability to view PDF sample reports in ReportView, install Adobe Acrobat Reader (refer to the

ApplicationXtender Release Notesfor the supported version of thesoftware). Start the setup wizard again.

4. Click Next. The Welcome page appears.

Figure 12 AppXtender Reports Mgmt Setup - Welcome Page

5. Click Next. The License Agreement page appears.

The License Agreement page allows you to read and accept thesoftware license agreement.

Note: A product conflict page appears instead of the License Agreementpage if you have a previous version of the software. The Product Conflictpage allows you to uninstall previous releases. Click Remove all touninstall these releases. Click Next in the Ready to Continue page to

display the License Agreement page.



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Figure 13 AppXtender Reports Mgmt Setup - License Agreement Page

6. Read the agreement, enable the I accept the license agreementoption and click Next to continue. The Customer Informationpage appears.

Note: If you disagree with the terms, click Cancel to exit setup.



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Figure 14 AppXtender Reports Mgmt Setup - Customer Information Page

The User Name and Organization fields are self-populated, butyou are able to make changes to that information on this screen.

7. Click the radio button to specify who can use this application onthe computer. If you select the top option, anyone who is usingthe computer has permission to use this application. If youspecify the bottom option, only the user name specified above has

permission.

8. Click Next to continue. The Destination Folder page appears.



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Figure 15 AppXtender Reports Mgmt Setup - Destination Folder

The Destination Folder page allows you to customize theAppXtender Reports Mgmt installation directory (the destinationfolder).

By default, AppXtender Reports Mgmt installs to:

C:\Program Files\XtenderSolutions\Content

Management\AppXtenderReportsMgmt.

In addition, the following folders are created during installation:

Resource files for print stream processing reside in theConfiguration Server Data Path directory permanently, regardlessof configuration.

When AppXtender Reports Mgmt detects AFP, Metacode, PCL,EBCDIC, EBCDIK, or non-standard ASCII print stream files in aspecified source directory, the AppXtender Reports Mgmt PrintStream Processor processes them and generates intermediate andlog files in the AppXtender Reports Mgmt Print Stream Processorworking directory.

C:\ERMX\Config for configuration files

C:\ERMX\PS Working for Print Stream working files

C:\ERMX\RP Working for Report Processor working files



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When designating a directory as the Configuration Server DataPath, Print Stream Working Path, or Report Processor Working

Path, keep in mind that files may reside in these directoriespermanently, depending on your configuration.

If you want to change a default destination folder for anyAppXtender Reports Mgmt data component click the Changebutton next to that component.

9. Click Next.

A Service Account page appears. This page lets you enter theaccount information for the AppXtender Reports Mgmt serviceaccount.

Figure 16 AppXtender Reports Mgmt Setup - Service Account Page

The Service Account Page lets you specify a domain, username

and password that Reports Management can use to access localand network resources.

The account is used by the Reports Management services, so itmust have the Log on as a service account privileges on thiscomputer.

Note: The AppXtender Reports Mgmt services (Configuration Server,Report Processor, and Print Stream Processor) DO NOT install if the

AppXtender Reports Mgmt user account is set up without a password.



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10. Click Next after entering desired account credentials. The Readyto Install page appears.

Figure 17 AppXtender Reports Mgmt Setup - Ready to Install Page

11. Click Next. AppXtender Reports Mgmt begins installing thecomponents you selected. The Updating System page indicatesthe progress of the installation.

Figure 18 AppXtender Reports Mgmt Setup - Installing Page



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12. Wait for AppXtender Reports Mgmt to finish the installationprocess. This may take several minutes. A page appears,

indicating a successful installation.

Figure 19 AppXtender Reports Mgmt Setup - Installation Complete Page

13. Click Finish. A Restart System prompt appears.

14. Click Yes to restart the system.

Note: It is highly recommended that you restart your system afterinstalling AppXtender Reports Mgmt. Otherwise, conflicts may occur.

UninstallingAppXtender ReportsManagement

This section describes how to uninstall AppXtender Reports Mgmt.

To uninstall AppXtender Reports Mgmt:

1. From the Windows Start menu, select Settings and then ControlPanel. From the Control Panel, select Add/Remove Programs.The Add/Remove Programs window appears.

2. From the list of Currently installed programs, select AppXtenderReports Management Server. Click Remove. A confirmationmessage appears.



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3. Click Yes. A message indicates the progress of the uninstallation.When AppXtender Reports Management has been successfully

uninstalled, a message indicates that the system must berestarted.

4. You have the following choices:

To restart your computer now, click Yes.

To close the message without restarting your computer, clickNo.

CAUTION

Restart your computer before installing the latest release ofAppXtender Reports Mgmt.

For more information, see Preparing to Install AppXtender ReportsMgmt.



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3


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Using ApplicationXtender Reports Management 45

Using

ApplicationXtenderReports Management

This chapter briefly describes how to configure AppXtender ReportsMgmt to process a print stream file or report file, and refers you to theappropriate chapter or sections of this manual for each step. This

chapter also describes in detail what happens to a file as AppXtenderReports Mgmt processes it.

For more information, see the following sections:

How AppXtender Reports Mgmt Processes a File........................ 46 The Extraction Process ...................................................................... 50 Support for AppXtender Features ................................................... 61 Configuring AppXtender Reports Mgmt....................................... 63

Maintaining AppXtender Reports Mgmt....................................... 71


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Using ApplicationXtender Reports Management

Wh t H t P i t St Fil ( ti d)


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How AppXtender Reports Mgmt Processes a File 47

If the processing attempt is not successful, AppXtender ReportsMgmt renames the stamp.CXEXTprint stream file tostamp_ext.FAILED, so that you can investigate the cause of the failure.

4. AppXtender Reports Mgmt generates logs(stampCNV.LOGand stampMSG.LOG) inthe working directory for the print stream type.AppXtender Reports Mgmt updates these filesduring the whole process.

AppXtender Reports Mgmtgenerates logs(38F4F7F2CNV.LOGand38F4F7F2MSG.LOG) inC:\ERMXDATA\PSWORKING\MY-AFP-PS.

5. AppXtender Reports Mgmt creates a new recordin the STAT.DBFfile in the working directory

for the print stream type. AppXtender ReportsMgmt updates this record during the wholeprocess.

AppXtender Reports Mgmt updates theSTAT.DBFfile in

C:\ERMXDATA\PSWORKING\MY-AFP-PS.

6. AppXtender Reports Mgmt attempts to convertthe renamed print stream file to either a PDF fileor a standard ASCII file, depending on yourconfiguration.

AppXtender Reports Mgmt converts38F4F7F2.CXAFP to RECORDS.PDFbecause the MY-AFP-PSprint stream type isconfigured for converting an AFP file to PDF.

7. AppXtender Reports Mgmt places the resulting

PDF file or ASCII file in the output directoryspecified for the print stream type.

AppXtender Reports Mgmt places RECORDS.PDF

in the C:\RPTSOURCESdirectory, which is thespecified output directory for the MY-AFP-PSprintstream type.

8. AppXtender Reports Mgmt deletes the originalfile or moves the original file to the Archive,depending on your configuration.

AppXtender Reports Mgmt moves the original file toC:\PSARCHIVE\2000\04\07, because thespecified source for the MY-AFP-PSprint streamtype is configured for archiving the original printstream files into subdirectories by year, month, anddate.

9. Depending on configuration for the print streamtype, AppXtender Reports Mgmt might delete theSTAMP.CFGfile immediately after processing.

AppXtender Reports Mgmt does not delete the38F4F7F2.CFGfile yet because theMY-AFP-PSprint stream type is not configured todelete this file immediately after processing.

10.AppXtender Reports Mgmt deletes the generatedCFG and LOG files in the working directory forthe print stream type after the amount of time

specified in the Purge Log Files after text box forthe print stream type.

After 24 hours, AppXtender Reports Mgmt deletes38F4F7F2.CFG, 38F4F7F2CNV.LOG, and38F4F7F2MSG.LOGbecause the

MY-AFP-PSprint stream type is configured tokeep these files only 24 hours after they weregenerated.

Table 4 What Happens to a Print Stream File (continued)

Event Example



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What Happens to a

Report File

The following table describes the sequence of events that begin whenyou place a report file that matches the specified file name mask inthe source directory. This sequence of events includes the upload ofindexed documents to AppXtender.

Table 5 What Happens to a Report File

Event Example

1. You place a report file that matches the specifiedfile name mask in the source directory.

The specified source for the my-pdf-rpt report type isany file that has a PDF extension in theC:\RPTSOURCESdirectory. You place a filenamed RECORDS.PDFin theC:\RPTSOURCESdirectory.

2. AppXtender Reports Mgmt renames the reportfile to stamp.CXextwhere stampis atime-generated text string and extis the same asthe original file's extension. (AppXtender ReportsMgmt uses the same time-generated text string

for all related files.)

AppXtender Reports Mgmt renamesRECORDS.PDF to38F4F863_RECORDS.CXPDF.

3. AppXtender Reports Mgmt copies the currentCFG file for the report type to the workingdirectory for the report type and renames it tostamp.CFG. This file is a snapshot of theconfiguration settings that AppXtender ReportsMgmt is using for the report file currently beingprocessed.

AppXtender Reports Mgmt copiesMY-PDF-RPT.CFG fromC:\ERMXDATAtoC:\ERMXDATA\RPWORKING\MY-PDF-RP

Tand renames it to 38F4F863.CFG.

4. AppXtender Reports Mgmt generates logs(stampHST.LOGand stampMSG.LOG) inthe working directory for the report type.AppXtender Reports Mgmt updates these filesduring the whole process.

AppXtender Reports Mgmt generates logs(38F4F863HST.LOGand38F4F863MSG.LOG) inC:\ERMXDATA\RPWORKING\MY-PDF-RP

T.

5. AppXtender Reports Mgmt creates a new recordin the STAT.DBFfile in the working directoryfor the report type. AppXtender Reports Mgmt

updates this record during the whole process.

AppXtender Reports Mgmt updates theSTAT.DBFfile inC:\ERMXDATA\RPWORKING\MY-PDF-RP

T.


Table 5 What Happens to a Report File (continued)


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How AppXtender Reports Mgmt Processes a File 49

If the processing attempt is not successful, AppXtender ReportsMgmt renames the stamp.CXextreport file to stamp.FAILEDext, so thatyou can investigate the cause of the failure.

6. AppXtender Reports Mgmt attempts to extractindex information from the renamed report file.AppXtender Reports Mgmt creates thestamp.CXIDX file. While AppXtenderReports Mgmt extracts values, AppXtenderReports Mgmt updates the CXIDX file with thosevalues.

AppXtender Reports Mgmt extracts indexinformation from 38F4F863_RECORDS.CXPDFand uploads the indexed document toAppXtender.

7. AppXtender Reports Mgmt deletes the originalfile, leaves the renamed file in the sourcedirectory, or moves the original file to the Archive,depending on your configuration.

AppXtender Reports Mgmt moves the original file toC:\RPTARCHIVE\2000\04\07, becausethe specified source for the my-pdf-rpt report type isconfigured for archiving the original report files intosubdirectories by year, month, and date.

8. AppXtender Reports Mgmt deletes the generatedCFG and LOG files in the working directory forthe report type after the amount of time specifiedunder Files Keeping (After Failure or After

Success Completion) for the report type.

After 24 hours, AppXtender Reports Mgmt deletes38F4F863.CFG, 38F4F863HST.LOG, and38F4F863MSG.LOGbecause the my-pdf-rptreport type is configured to keep these files only 24

hours after they were generated.

Table 5 What Happens to a Report File (continued)

Event Example



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The Extraction Process

The following sections introduce concepts to help you understandthe AppXtender Reports Mgmt Report Processor's extraction process.

Extracting the Index Valuesbriefly describes how theAppXtender Reports Mgmt Report Processor extracts indexvalues from report files.

Understanding Propagation of Index Valuesdescribes theconcept of index field propagation.

Using Different Indexing Optionsdescribes some of theindexing options available to you and explains how these optionsaffect the resulting index records and document pages.

Compressing Report Files for Storagedescribes howAppXtender Reports Mgmt Report Processor provides flexibilitywith compression.

Note: When you create an application in AppXtenderfor storing documentsfrom AppXtender Reports Mgmt, if you configure any of the index fieldswith a date format, select the date format carefully. For more information, seeImportant Information about Extracting Dates.

Extracting the IndexValues

The major function of AppXtender Reports Mgmt is report indexing.The report-structured indexing performed by the AppXtenderReports Mgmt Report Processor is a process of generating index tablerecords by extracting data from report pages.

The Extract Definition Script (XDS), a specialized, high-levelprocedure language developed specifically for AppXtender ReportsMgmt, provides the means for defining the extraction procedure foreach report.

The role of the AppXtender Reports Mgmt Report Processor is tointerpret the extraction procedure created for a report. The XDSinterpreter processes a report page by page and extracts dataaccording to XDS instructions to create a set of index values that arestored in an AppXtender database table.

The report file is stored in the AppXtender data storage location andcan be retrieved in AppXtender using the stored index values.

If your AppXtender Reports Mgmt license supports the businessintelligence gateway (B.I. gateway) feature, you can use AppXtender


Reports Mgmt to extract a set of index values from your reports and


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The Extraction Process 51

Reports Mgmt to extract a set of index values from your reports andexport this data in a format that can be used in business intelligence

applications.

Figure 20 AppXtender Reports Mgmt Indexing Process

For information on the XDS language, refer to the XDS ReferenceOnline Help.

UnderstandingPropagation ofIndex Values

Extracting index records from a report may be complex if the report'sstructure is hierarchical. The report may begin with headerinformation and contain a series of subsections. Each of thesesubsections may begin with header information, contain a list ofunique values, and end with a total.

Each subsection must be represented by a series of index records, onefor each of the unique values. In the index records for each

subsection, the subsection's header information and totals must berepeated. In the index records for the whole report, the report'sheader information must be repeated.

AppXtender Reports Mgmt Report Processor

(extraction procedure

written in XDS)

Index

Record 1

1 2 3 4

Index

Record 2

Report Pages

1 2

3 4

Report

AppXtender Document

Storage Location

AppXtender Database

Data for Use in

BI Analysis

Sets of Index Values



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Figure 21 Forward, Non-Propagating, and Backward Index Values

In other words, the index value for the report's header must be

propagated forward until the next report's header occurs. The indexvalue for each subsection's header must be propagated forward untilthe next subsection header occurs. The index value for eachsubsection's total must be propagated backward until the previoussubsection total occurs. The unique values are not propagated at all.

1 2

3 4

5 6

Forward-propagating Value

Backward-propagating Value

Non-propagating Value


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Figure 23 Example Report Structure for Using Propagation Levels

In this example, you would want to use no level setting (default) forPage #, level 1 for Invoice #, and level 2 for Customer # and Address.

Invoice #

13579

Page#

1

Customer#

111

Address

88 Bit Rd. 20906

Item Description Price



Total

Invoice #

14703

Page#

(blank)

Customer#

222

Address

88 Byte St. 20817



Total

Invoice #

24680

Page#

2

Customer#

333

Address

(blank)



Total

SHOULD be Forward-propagated

Non-propagating

Backward-propagating

SHOULD NOT be Forward-propagated

Forward-propagating


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The Date field is forward propagated, and the date value wasextracted from a separate page so that page is not associated with the


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extracted from a separate page, so that page is not associated with theindex records.

Figure 24 Using Neither Group Nor Combine

For instructions on disabling the Group pages by index option andthe Combine pages by forward propagated values indexing option,

see Configuring the Upload Page.

For instructions on setting index field propagation, see ChangingIndex Field Propagation.

Combining Pages ofDuplicate Index

Records

If you enable the Group pages by index option, AppXtender ReportsMgmt combines the pages of duplicate index records (within eachsession) into a single document. All pages that share all of their index

values will be grouped together as one document in AppXtender.Pages need not be consecutive to be grouped together.

In the following figure, the Account # field and the Amount field arethe non-propagated index fields. The pages from which the accountnumber and amount were extracted are associated with the indexrecord. The Date field is forward propagated, and the date value was

Report

Page 5

111116

123456

111117

111118

$20.00

$41.50

$20.00

$40.00

Report

Page 2

111113

123456

111114

111115

$20.00

$41.50

$20.00

$40.00

Index Records

Account# Date Amount

123456

123456

2000/01/01 $41.50

$41.502000/01/01

Two Separate Documents


extracted from a separate page, so that page is not associated with theindex record.


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index record.

Figure 25 Combining Pages of Duplicate Index Records

For instructions on enabling the Group pages by index option, seeConfiguring the Upload Page.


Combining allRelevant Pages

If you enable the Combine pages by forward propagated valuesoption, AppXtender Reports Mgmt associates with each index recorda sequence of pages (all pages of the report in sequence in which theforward-propagating index values and the backward-propagatingindex values are the same).

In the following figure, the Account # field and the Amount field arethe non-propagated index fields. The Date field is forward

propagated. The pages from which each index value was extractedare associated with the index record.

Report

Page 5

111116

123456

111117

111118

$20.00

$41.50

$20.00

$40.00

Report

Page 2

111113

123456

111114

111115

$20.00

$41.50

$20.00

$40.00

Index Record


123456 2000/01/01 $41.50

Two Pages of One Document


Index Record


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Figure 26 Combining All Relevant Pages

If you enable the Combine pages by forward propagated valuesoption, AppXtender Reports Mgmt also associates multiple indexrecords to the same document.

That is, all of the index records that have been produced from thesame set of pages are associated with the same BIN file. This is trueregardless of the applications setting for the Multiple indexesreferencing a single document option.

For instructions on enabling the Combine pages by forwardpropagated values indexing option, see Configuring the Upload Page.


Compressing Report

Files for Storage

The AppXtender Reports Mgmt Report Processor compresses

standard ASCII report files during the extraction process, whichallows for flexibility in how the reports are stored. In addition, thecompression used on the report file is configurable.

If it is more important to you to save time than to save space, youcan configure reports to be stored using no compression.

Report

Page 2

111116

123456

111117

111118

$20.00

$41.50

$20.00

$40.00

Report

Page 1

111113

111114

111115

$20.00

$20.00

$40.00

Index Record


123456 2000/01/01 $41.50

Two Pages of One Document

2000/01/01


If it is more important to you to save space than to save time, youcan configure reports to be compressed using size as the


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g p p gcompression criteria. You can also use speed or a balance betweenspeed and size as compression criteria.

For instructions, see Configuring the Storage Page.

ImportantInformation aboutExtracting Dates

When you create an application in AppXtender for storingdocuments from AppXtender Reports Mgmt, if you configure any ofthe index fields with a date format, select the date format carefully.

If you select one of the following date formats, you must make surethe dates you intend to extract with AppXtender Reports Mgmt usehyphens to set apart the year, as shown in the Example column of thefollowing table:

CAUTION

If, while processing a report file, AppXtender Reports Mgmtextracts a date that does not set apart the year (for example,059206) and attempts to upload the indexed report to anAppXtender application that has one of these date formats, the datefield will not be populated.

Table 7 Date Formats that Require a Hyphenated Year

Date Format Example

MM-YY-DD 05-9206

MMM-YY-DD MAY-9206

YY-MM-DD 92-0506

YY-DD-MMM 92-06MAY


Support for AppXtender Features


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Support for AppXtender Features 61

AppXtender Reports Mgmt supports several AppXtender features.

Some of these features require configuration in the AppXtenderReports Mgmt Configuration Admin, some in AppXtender. For moreinformation, see the following sections.

HIPAA Compliance Supportdescribes the audit trail commentAppXtender Reports Mgmt supplies to support HIPAAcompliance.

Configuring Volume Label Search Drive(s)describes how tospecify one or more volume label search drives for anAppXtender data source.

Configuring Max Future Yearsdescribes how to configure theMax Future Years setting so that AppXtender interprets two-digityears appropriately.

Creating a New Report Typeincludes a description of theAppXtender Reports Mgmt Enable report view option, whichsupports the AppXtender Report View feature.

Using Form Overlaydescribes form overlay, one of theAppXtender features supported by AppXtender Reports Mgmt.

HIPAA Compliance

Support

The Health Insurance Portability and Accountability Act of 1996

(HIPAA) was put in place to protect health care patients by regulatinghow patient records are stored and accessed.

AppXtender Reports Mgmt facilitates compliance with the HIPAAregulations by adding an audit trail comment for HIPAA-compliantenabled applications for each new document and page as follows.

[2003-06-02 21:06:57]

SYSOP,100001,RKWSKA.legato.com,Unknown

Action(500),2,1,ERMXtender added a new

document;MODULE=ERMXReportProcessor

[2003-06-02 21:06:57]

SYSOP,100001,RKWSKA.legato.com,Unknown

Action(500),2,1,ERMXtender added a new

page;MODULE=ERMXReportProcessor


When the Reason Code option is enabled for an AppXtenderapplication and the Audit Trail option is enabled, all document

i i i il d i di d


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creation, printing, e-mail, and export actions are audited.

For more information about audit trails, refer to theApplicationXtender Core Components Administrator s Guide.

Note: Only users with the User Security Maint privilege granted can modifyglobal audit trail settings. To modify each applications audit trail settings,the user must have the Modify App privilege on that application.


Configuring AppXtender Reports Mgmt


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Configuring AppXtender Reports Mgmt 63

This section provides the following overview procedures for thismanual

Configuring AppXtender Reports Mgmt for Print Stream Filesprovides an overview for the entire process of configuringAppXtender Reports Mgmt to convert a set of print stream filesinto report files, and extract index information from that set ofreport files.

Configuring AppXtender Reports Mgmt for Report Filesprovides an overview for the entire process of configuringAppXtender Reports Mgmt to extract index information from aset of report files.

Configuring AppXtender Reports Mgmt for BusinessIntelligence Applicationsdescribes how to configureAppXtender Reports Mgmt to export data from your reports to a

file that can be used in business intelligence applications.

ConfiguringAppXtender ReportsMgmt for PrintStream Files

The following procedure provides an overview for the entire processof converting a set of print stream files of a particular type into reportfiles, and extracting index information from that set of report files.

To process a set of print stream files:

1. Create a print stream type for the set of print stream files.

For instructions, see Creating a New Print Stream Type.

2. Make sure the computer on which AppXtender Reports Mgmt isinstalled is connected to the system AppXtender data source towhich you intend to upload indexed documents.

For instructions, see Linking to AppXtender Data Sources.

3. Make sure the AppXtender application to which you intend tostore indexed documents has been created.

For instructions, see theApplicationXtender Core ComponentsAdministrators Guide.

Note: When you create an application in AppXtender for storingdocuments from AppXtender Reports Mgmt, if you configure any of theindex fields with a date format, select the date format carefully. For more

information, see Important Information about Extracting Dates.


4. Create a report type for the set of report files that you want toprocess. For instructions, see Creating a New Report Type.


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5. Make sure the propagation of index fields is appropriate for thestructure of the report files.

For instructions, see Changing Index Field Propagation.

6. Create extraction procedures.

For instructions, see Creating a New Procedure.

7. You can use XDS Visual Tester to test these procedures.

For instructions, see Using XDS Visual Tester.

8. Create at least one source specification for the report type. Forinstructions, see Specifying a Source for a Report Type.

9. Create at least one source specification for the print stream type.You can specify the source directory for the report type as theoutput directory for the print stream type.

For instructions, see Specifying a Source for a Print StreamType.

10. Place the files that you want to convert in the print stream sourcedirectory.

The AppXtender Reports Mgmt Print Stream Processor processesthe files according to the current print stream type configurationand source specifications for the print stream type.

If you have specified the source directory for the report type asthe output directory for the print stream type, then theAppXtender Reports Mgmt Report Processor immediatelyprocesses the files according to the current report typeconfiguration, procedures, index field propagation settings, andsource specifications for the report type.

ConfiguringAppXtender ReportsMgmt for ReportFiles

The following procedure describes how to process a set of report files.

To generate indexed AppXtender documents from a set of reportfiles:

1. Make sure the system AppXtender data source to which youintend to upload indexed documents has been added on thecomputer on which AppXtender Reports Mgmt is installed. Forinstructions, see Managing AppXtender Data Sources.


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Business intelligence applications generally extract data only fromASCII files in which the data has already been organized into rows(records) and columns (fields).


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( eco ds) a d co u s ( e ds)

If your AppXtender Reports Mgmt license supports the BusinessIntelligence Gateway (B.I. gateway) feature, you can use AppXtenderReports Mgmt to extract data from your reports and export this datain a format that can be used in business intelligence applications. Thisexport is performed simultaneously with the upload of indexeddocuments to AppXtender.

The B.I. Gateway interface of AppXtender Reports Mgmt includes theability to initiate a script file, written in either VBScript or JavaScript,immediately following completion of the data export file.

For more information about scripting for business intelligenceapplications, see theApplicationXtender Reports Management ScriptingUser's Guide.

In addition, if you have already used AppXtender Reports Mgmt togenerate indexed AppXtender documents from reports, you cansubmit those reports from AppXtender to AppXtender Reports Mgmtand use AppXtender Reports Mgmt to process those reports again.

When these reports are processed by AppXtender Reports Mgmt asecond time, if you have configured AppXtender Reports Mgmt forbusiness intelligence analysis, AppXtender Reports Mgmt exportsdata from these reprocessed reports to a file for use in a businessintelligence application.

When a report is submitted from AppXtender to AppXtender ReportsMgmt, AppXtender generates an INI file that preserves data integrityby disabling the upload of documents to AppXtender for that report.

If your AppXtender Reports Mgmt license supports the B.I. gatewayfeature, the ways in which you can use AppXtender Reports Mgmthave been expanded.

The following figure shows that you can generate AppXtenderindexed documents, an exported file for use in business intelligenceapplications, or both.

This figure also demonstrates that the exported file can be generatedeither from original reports or from indexed documents inAppXtender.


Basic AppXtender Reports Mgmt Additional AppXtender Reports Mgmt

Usage Scenarios


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Figure 27 AppXtender Reports Mgmt Usage Expanded by B.I. Gateway License

Note: If the Enable report view option was not used in the report type thatAppXtender Reports Mgmt originally used to process a report, the report thatAppXtendersends back to AppXtender Reports Mgmt is not the originalreport. It is a report reconstructed from the selected documents.

The procedure for configuring AppXtender Reports Mgmt to exportdata for business intelligence applications varies depending on thescenario in which you are using AppXtender Reports Mgmt.

The following sections provide overview procedures for eachscenario.

Uploading Indexed Documents to AppXtender and Exporting aFile for Business Intelligence Analysis from Original Reports

Exporting a File for Business Intelligence Analysis from IndexedDocuments

Original Reports

Indexed Documents

in AppXtender


Usage Scenario

Original Reports


Indexed Documents

in AppXtender and Exported File

(both simultaneously)

Indexed Documents

in AppXtender


Exported File Alone

(not uploading to

AppXtender)

Usage Scenarios

Allowed by B.I. Gateway License


In each case, consider using XDS Visual Tester to test each report typebefore using it in a production environment. For instructions, seeRecommended Method of Testing Proceduresand Using XDS


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Visual Tester.

Uploading IndexedDocuments to

AppXtender andExporting a File for

Business IntelligenceAnalysis from Original

Reports

The following overview procedure describes how to configureAppXtender Reports Mgmt to simultaneously generate indexeddocuments in AppXtender and export files for use in a businessintelligence application.

To configure AppXtender Reports Mgmt:

1. Configure AppXtender Reports Mgmt to process report files (andprint stream files, if necessary).

For instructions, see Configuring AppXtender Reports Mgmt forReport Filesand Configuring AppXtender Reports Mgmt forBusiness Intelligence Applications.

2. Perform the following additional configurations in theAppXtender Reports Mgmt Configuration Admin.

Specify the data export path. For instructions, see Specifyingthe Data Export Path.

Configure the B.I. Gateway tab for the report type. Forinstructions, see Configuring the B.I. Gateway Page.

3. If you want AppXtender Reports Mgmt to extract moreinformation for business intelligence gathering purposes (in

addition to the index information extracted for AppXtenderdocument creation), perform the following additionalconfigurations in the AppXtender Reports Mgmt ConfigurationAdmin.

Create additional data fields for the report type. Forinstructions, see Creating Fields for Export to BusinessIntelligence Files.

Edit the report types procedures to extract and store values inthe new data fields. For instructions, see Editing Procedures.

When AppXtender Reports Mgmt processes a report based on theconfigured report type and report source, indexed documents areuploaded to AppXtender and a file is exported to the data exportpath.


Exporting a File forBusiness Intelligence

Analysis from Indexed

The following overview procedure describes how to configureAppXtender Reports Mgmt and AppXtender so that you can submitdocuments in AppXtender back to AppXtender Reports Mgmt for the


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Documents purpose of exporting files for a business intelligence application.

To configure AppXtender Reports Mgmt and AppXtender:

1. Configure AppXtender Reports Mgmt to process report files (andprint stream files, if necessary). For instructions, see ConfiguringAppXtender Reports Mgmt for Report Filesand ConfiguringAppXtender Reports Mgmt for Print Stream Files.

2. Perform the following additional configurations in theAppXtender Reports Mgmt Configuration Admin.

Specify the data export path. For instructions, see Specifyingthe Data Export Path.

Specify the B.I. gateway path. For instructions, see Specifyingthe B.I. Gateway Path.

Configure the B.I. Gateway tab for the report type. For

instructions, see Configuring the B.I. Gateway Page.

Configure a report source to use an INI file and specify a UNCpath as the source directory. For instructions, see AccessingReport Data in WMI.

Note: At this point, AppXtender Reports Mgmt generates informationabout the report type and report source in an ERMX.INI file in thespecified B.I. gateway path.

3. If you want AppXtender Reports Mgmt to extract moreinformation for business intelligence gathering purposes (inaddition to the index information extracted for AppXtenderdocument creation), perform the following additionalconfigurations in the AppXtender Reports Mgmt ConfigurationAdmin.

Create additional data fields for the report type. Forinstructions, see Creating Fields for Export to BusinessIntelligence Files.

Edit the report types procedures to extract and store values inthe new data fields. For instructions, see Editing Procedures.

4. Specify a Business Intelligence Gateway Path in AppXtender (onthe Paths tab of the Configuration dialog box). This path must be

equivalent to the B.I. gateway path in AppXtender Reports Mgmt


so that AppXtender can find the ERMX.INI file. For instructions,refer to theApplicationXtender Core Components AdministratorsGuide.


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5. Submit reports from AppXtender to AppXtender Reports Mgmt.For instructions, refer to theApplicationXtender Users Guide.

AppXtender generates a TXT or PDF report and its correspondingINI file in the specified source directory. Because of the reportsource that is configured to use an INI file, AppXtender ReportsMgmt processes the AppXtender-generated report.

When this processing is complete, AppXtender Reports Mgmtexports a file to the specified data export path. Because of theUpload=No line in the AppXtender-generated INI file,

AppXtender Reports Mgmt does not generate indexeddocuments from the reports.

Note: Two different kinds of INI files are used in this scenario:AppXtender Reports Mgmt generates the ERMX.INI file for the purposeof communicating with AppXtender about the report types for which theB.I. gateway feature is configured. AppXtender, in turn, generates INIfiles for the purpose of communicating with AppXtender Reports Mgmtabout the reports that are submitted from AppXtender. The root filename of each INI file matches the root file name of its correspondingreport.


Maintaining AppXtender Reports Mgmt

Th t i t t A Xt d R t M