SRS Document Templates Import

This program lets you import SYSPRO Reporting Services document templates per document type.

Exploring

Things you can do in this program include:

  • Bulk import of templates

  • Change the template name and description

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > SRS Documents > Document Setup

Starting

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > System Setup > SQL

  • Company database connection

    • Company database authentication

    • SQL Server name

  • SQL Server administrative information

  • SQL Server standard user information

    • The administrative and standard SQL user must have access to create a database and tables within the database, as well as access to read and write data.

  • SRS reporting database connection

    • The SRS reporting database connection is the SQL user that must have DBcreator and read/write access.

      This is the user that creates the _SRS table the first time a report is generated and the user that obtains the data from the _SRS database.

    • The SRS reporting database connection is strictly used for the data that reports will use and will not be consumed by the SYSPRO Reporting API or the SYSPRO Reporting Services.

    • SRS authentication

    • SRS SQL Server name

    • SRS login password

      Select Test SQL connection to verify that the connection to the SYSPRO Reporting Services database is successful.

Setup Options > System Setup > E.Net Service Details

  • Server name

  • SOAP port

  • REST port

Setup Options > System Setup > Reporting

  • Reporting service API endpoint

    The endpoint is created automatically by the SYSPRO Application Gateway Service service.

  • Maximum rows per report

Setup Options > System Setup > Connectivity

  • Application Gateway service settings

    • Use Application Gateway service

    • Application Gateway service endpoint

    • Authentication key

      Select Test connection to verify that the connection to the SYSPRO Application Gateway Service is successful.

Solving

Yes, you can import report templates in one of the following ways:

  • Access to the Import function can be restricted by applying access control against groups or roles.

  • Template files with an rdlx extension can be imported using one of the programs mentioned above.

  • If a report has been exported from SYSPRO Reporting Services, using the Export function, the files will reside in a zip file which can then be imported using the Import function. Doing so, will import the template as well as a corresponding control file and form.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

Referencing

This imports the file that you have selected.

The imported templates are saved in the SrsDocTemplate table.

This lets you search for and select a file.

This launches the SRS Document Types Browse program where you can select the document type for which you want to import the templates.

This launches the SRS Document Types Browse program where you can select the document type for which you want to import the templates.

Select this to include legacy templates in the listview, (i.e. templates ending with .rpt that are used by Crystal Reports).

This option is only displayed when you have a Crystal Reportslicense.

Field Description
Selected

This lets you select the files you want to import.

File name

This indicates the file name.

Template

The file name is used as the template name by default, but this can be edited in the grid.

This name is used as the template name in the SrsDocTemplate table.

Description

This lets you enter a description for the template.

Legacy Engine

A check indicates that the template is a legacy format, specifically a .rpt file used by Crystal Reports).

This column is only displayed when you have a Crystal Reports license.