After you finish creating the report
template and populating it with data points, you can generate a report
in various formats.
Procedure
- In either the Document Studio or the Launcher
application, open the document generation wizard by clicking .
- In the Templates section,
the templates already listed in the document specification display.
To add a template:
- Select the location of the templates to add:
- From the central library: To select templates
stored in the Central Management component
- From local or remote file: To select a
local or remote templates, you can either enter a URL to a template
or click Browse to select a template.
- Select one or more template to add.
- If you selected From the central library and
selected templates from the Central Management component, click Add
selected to add the templates to the document specification.
- If you selected From local or remote file and
entered a URL to an individual template, click Add URL to
add the template to the document specification.
- If you selected From local or remote file and
browsed to add templates, when you click Open,
the templates are added to the document specification.
- Optional: Repeat to add additional templates
from other locations.
- Optional: Reorder the templates in the document
specification by selecting a template and clicking Up or Down.
- Click Next.
- In the Data sources section,
configure each data source.
Note: - If a default value exists for a data source or a default
URI value has already been entered, the data source displays
as configured and the default value is used in the output unless another
value is selected.
- If you move past the Data sources section and then click Back to
make additional changes to a data source, the section always opens
to the first data source in the list.
- Select a data source from one of
the following locations:
- Manual configuration: To select a local
or remote data source because no other configuration information exists
for this data source in the configuration layer or Central Management
component
- Using data source values from the Central Library:
To select a data source stored in the Central Management component
- Load from Configuration Layer: To select
a value from the configuration metadata that was entered for the data
source in the template
- Depending on the selection you made in
the previous step, you can either select a value for the data source
by entering a URL, clicking Browse to select
one, or select a value from the configuration layer. Whether the value is a URL or is a value contains a URL, the
typical data source URL for Rational® RequisitePro® can
be determined by:
- Identifying the data source schema URL, which was used to add
the schema to the template.
- From the data source schema URL, removing the ?metadata=schema suffix.
You are not required to use the same URL as the data source
schema. You can point to a different Rational RequisitePro repository
to access the data contained within it, because Rational RequisitePro repositories
all use the same REST API.
- If the resource is in a secured server, specify
the User name.
- If the resource is in a secured server,
specify the Password.
- Select the Authentication
Type from the list. For the Rational RequisitePro adapter
provided by Data Services, you must specify Basic authentication.
If you do not select a type, each type is tested until the correct
type is found, which might increase document generation time.
- Optional: Enter an accept
header. The default value is application/xml,
*/*.
- Optional: If you want to
apply the credentials you entered to each data source, select the Apply
these user name and password values to every configured and unconfigured
data source option.
- Click Next
- In the Variables section,
configure each variable.
Note: - If a default value exists for a variable, the variable displays
as configured and the default value is used in the output unless another
value is selected.
- If you move past the Variables section and then click Back to
make additional changes to a variable, the section always opens to
the first variable in the list.
- From the drop-down menu, select one of the following
options:
- Manual configuration: To enter any value
for the variable because no other configuration information exists
for this variable in the configuration layer or Central Management
component
- From Configuration Layer: To select a value
from the configuration metadata you entered for the variable in your
template
- Using variable values from the central library:
To select a variable stored in the Central Management component
- Enter or select a value for the configuration.
- Click Next.
- In the Output section,
select the output types to generate:
- Microsoft Word
- PDF
- HTML
- XSL-FO
- Legacy PDF
- Optional: For the Save location,
click Browse to select a path to save the file
for each output type. If the save location for the output
is not specified, the file is generated in the temporary location.
- Optional: For the Style sheet,
click Browse to select a style sheet to use
for each output type while generating the output.
- Optional: Microsoft Word
output only: For the Macro, enter the name
of the macro that is contained within the style sheet.
- Optional: To enter additional metadata or
configure other document properties that are not included in the wizard,
click Edit metadata properties.
- Click Next.
- Verify that the template and output information
in the summary window is correct.
- Select which action to take when you
click Finish:
- Run the document generation: Generates
the output types you specified.
- Run the document generation and close RPE:
Generates the output types you specified and closes the Rational Publishing Engine application
after you exit the Results window.
- Close this wizard and open the RPE client:
Opens the document specification with the details you entered in the
Launcher application.