Creating report templates by using Rational Publishing Engine Document Studio

Integrating : Focal Point® and reporting tools : Creating report templates by using Rational Publishing Engine Document Studio

Before you generate IBM Rational Publishing Engine reports in Focal Point^®, you must download the report XSD from Focal Point^® and author a report template in Rational Publishing Engine.

Before you begin

▪ Install Rational Publishing Engine Document Studio and author a report template. You must have a separate license for authoring templates in Rational Publishing Engine. You can install Rational Publishing Engine on the same server as Focal Point^®. Important: When you upload the Rational Publishing Engine template to Focal Point^®, make sure that you use fonts that are in the Focal Point^® server. Otherwise, the reports might not be displayed correctly.

▪ In Focal Point^®, create a display view based on the elements in the module.

Procedure

1 In Focal Point^®, click Application > Login Page > Login or Balance URL. Note the server name.

2 Download the Focal Point^® report XSD.

For the generic XML data source, go to:

http://hostname/ip:port/fp/report/fp-report.xsd

For a Focal Point^® REST data source, select the URL to the appropriate module. For example:

http://hostname/ip:port/fp/resources/workspaces/workspace_id/modules/module_id/elements.xsd

3 Import the Focal Point^® schema to Rational Publishing Engine.

▪ In Rational Publishing Engine Document Studio, click Data > Add Data Source Schema. Click Next in the wizard.

▪ In Schema type field, select REST.

▪ In Schema file field, click Browse and select the path to the Focal Point^® XSD and click Next. A window to authenticate the user is displayed.

▪ Provide the authentication required to connect to the Focal Point^® server and click OK.

▪ Validate the information, and then click Finish.

4 In Rational Publishing Engine Document Studio, create a template file that is based on the Focal Point^® XSD. For more information, see URL link icon

Authoring templates with Document Studio in the IBM Knowledge Center.

5 Generate the report after creating the report template. For more information, see URL link icon

Generating a document with the document generation wizard in the IBM Knowledge Center.

What to do next

Add the file as a report template in Focal Point^®. For more information, see Adding report templates