Making document-style reports available to viewers
Create a resource by importing a Rational® Publishing Engine template. Then,
create a report from the resource where you can set values for the
report parameters in the template.
Before you begin
About this task
- Create a report resource containing the Rational Publishing Engine template
- Create a report from the report resource
- Specify the parameters for the report
Restriction: For templates to be used in the Requirements
management (RM) application, you must complete the steps in manually import the custom document-style
report templates.
Importing custom document-style report templates for change and configuration or quality management
1. Creating a resource
Create a resource by importing a Rational Publishing Engine template.
Procedure
In either the web client or the Eclipse client, create a report resource that contains a Rational Publishing Engine template and its associated files:
2. Creating a report from the report resource
After you import a Rational Publishing
Engine template into a report resource, enter the report parameters.
Procedure
3. Specifying parameters to view the report
After you create a report from the report resource, you
can enter the parameters for the report and run it.
Procedure
What to do next
- If you are not able to view the report in the Rational solution for CLM application, verify that the HTML output is configured in your document specification.
- If you are not able to export the report into Microsoft Word or PDF output, verify that the Microsoft Word or PDF output is configured in your document specification.
Manually importing custom document-style report templates for requirements management
If you are using the Requirements management application,
you must manually import customized document-style report templates
by uploading files to the Jazz Team
Server.
Before you begin
To add or modify a template, complete the following steps:
- On the server, open the following directory: https://server:9443/application
context root/reporting/initialization/templates
For example, the full path might be C:\IBM\JazzTeamServer\server\conf\rm\reporting\initialization\templates\word for a Microsoft Word template.
- Open the appropriate subdirectory, and make the necessary changes to either the Rational Publishing Engine or Microsoft Word template by using the appropriate tool. For Rational Publishing Engine templates, you must have a licensed copy of the Rational Publishing Engine Document Studio tool.
Procedure
Results
If you completed this procedure successfully and set the Is-Report property to true in the manifest file, the new template displays in the Select the Document-Style Report Type window of the Create a Document-Style Report wizard.
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