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28 May 2009

BI – Actuate Reports in PDF format in Siebel

by admin


Hi all,

Siebel is well integrated with Actuate Reports, used for reporting and Business Intelligence (BI) perspectives.

Today’s post has been contributed by Tapan Chitkara, a regular visitor to GeeksBlogging@dotCOM. Tapan has deep expertise in Siebel Actuate Reports.

By default, when a report is generated and viewed in the Siebel web client, or selected from Reports Server > My Reports view, the report will be presented in Dynamic HTML (DHTML) format in the web browser. When the user clicks on the Save button , a window will popup prompting to download the report to PDF or Excel. If you select PDF and try to save, the file will be saved as the name of the physical report file on the Server as shown in the image below (Please click on the image to enlarge):

GeeksBlogging@dotCOM - Generate Actuate Reports

GeeksBlogging@dotCOM - Generate Actuate Reports

If the default behavior is changed so that the report is always presented in PDF format (skipping the DHTML format), by following method, the report name will be displayed as a URL or default[1].pdf as shown below (Please click on the image to enlarge):

GeeksBlogging@dotCOM - Generate Actuate Report PDF

GeeksBlogging@dotCOM - Generate Actuate Report PDF

To change this behavior so that the report output will be saved with the same name as the report name in PDF format, the user can modify viewframeset.jsp (for Actuate 7) as follows:

1. Navigate to the following directory:

ACTIVEPORTAL_HOME/Viewer

2. Make a backup of the viewframeset.jsp file.

3. Use a text editor such as Notepad to open the viewframeset.jsp file.

4. Locate the line var sConnectionHandle and add the following:

var varTitle = ““;

For example:

var sConnectionHandle = (<%= bExistConnHandle %>) ? “<%= StaticFuncs.jsEncode(paramBean.getParameter(“connectionhandle”)) %>” : null;
var varTitle = “<%=StaticFuncs.getDocNameForViewerTitle(bExistConnHandle, paramBean)%>”;
 
5. Search for:
 
g_reportFrameURL = “../servlet/GetReportData” + replaceDuplicateParams(replaceDuplicateParams(replaceDuplicateParams(g_objectURL , “format”, “PDF”) , “page” , g_currentPageNumber ) , “scalingfactor” , scalingFactorValue );
 
6. Append + “&/”+varTitle as shown below:
 
g_reportFrameURL = “../servlet/GetReportData” + replaceDuplicateParams(replaceDuplicateParams(replaceDuplicateParams(g_objectURL , “format”, “PDF”) , “page” , g_currentPageNumber ) , “scalingfactor” , scalingFactorValue ) + “&/”+varTitle;
 
7. Delete the Standalone folder to clear the HTTP cache and start the services.
 
This technique is not suggested by Siebel as it could lead to unwanted results at times.

Thanks Tapan, for this wonderful contribution. :-)



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Tags: Actuate, Business Intelligence, Client, Reports, Siebel, Workarounds



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This entry was posted on Thursday, May 28th, 2009 at 7:09 PM and is filed under Actuate, Siebel CRM. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

One Response to “BI – Actuate Reports in PDF format in Siebel”

  1. leo says:
    January 29, 2010 at 3:17 PM

    hi,

    That is very helpful article and i learned a lot from it.

    I want to ask for your help. I need to pass parameter to actuate from siebel without using the applet parameter. example: i want to send the parameter
    “age” and “gender” that is set in escript inside the business component.

    please give me an idea on how to do it.

    Thanks a lot.
    -Leo

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