Using the Report Wizard

The screens in the Report Wizard are described in the following. On most screens, standard options will already be selected for you. Unless you have a clear reason not to, accept the defaults.

Note: Depending on how you use the Report Wizard, you may not see all of the following screens.

Introduction screen

Provides a brief explanation of the Report Wizard. First, choose the data type of the report you are defining. Click the Select Sample Data button to select a file that contains a sample of the actual report data. The Report Wizard lets you select a spooled file on the server (search by user profile or by output queue) and copies that sample data to your workstation for you to use for indexing.

When you click OK from the Select File panel, the Report Wizard reads the data into the Report window.

Report window

Displays the sample data file and provides easy-to-use tools to help you define indexing information, database fields, and folder fields. Press F1 to display the online help for options and commands available from the Report window. Use the online help to learn how to define triggers, fields, and indexes, database fields, and folder fields.

Important: When you have finished defining the indexing, database, and folder information, be sure to save your changes when prompted.

Managing data screen

When you load a report into the system, you can specify that you want report data to be stored in Large Objects. You also need to specify how you want IBM® Content Manager OnDemand to manage annotations that users attach to pages of the report.

Application identifier screen

When you use the Report Wizard to add an application to an existing application group, you must specify the name of the application and select a value that uniquely identifies the application within the application group.

Storage management screen

Determines where the storage manager maintains copies of reports, and how and when Content Manager OnDemand deletes report data from the system.

Applications in the application group screen

If the report that you are defining is one of several that will be stored in the same application group, you can use the Report Wizard to define an application ID field. An application ID field is a database field that contains values that identify an application within the application group. IBM recommends that you always define an application ID field. See the figure for an example. You may not think that you need an application ID field at the time that you create your application group, if you are adding an application group that will hold only one application at the current time. However, if you decide later to add other applications to the application group (or if you want to maintain multiple versions of your application definitions) and you then need to define an application ID field for the application group, you will not be able to do so because an application ID field cannot be added after the application group is created. (All fields must be added during the original application group definition.) Also note that the application ID field can be hidden from users that do not require it to search for documents. See the online help for more information about the application ID field.

Name screen

Specify the names of the application group, application, and folder. After you enter the names, Content Manager OnDemand queries the server to make sure that the names are valid and unique.

Wizard complete screen

Confirms the selections you made for the report. Click Display to view details about the application group, application, and folder. From the detail report window, choose the Print icon from the toolbar to print a copy of the detail report.

Note: When you are satisfied with the selections you made for the report, click Finish to complete defining the report. Content Manager OnDemand adds the application group, application, and folder to the library server, closes the Report Wizard, and returns to the administrator window.