Clarity: How to move a report from one Business Objects reporting instance to another.

Products

• CA Identity Manager
• CA Identity Governance
• CA Identity Portal
• CA IT Asset Manager
• CA Software Asset Manager (CA SAM)
• ASSET PORTFOLIO MGMT- SERVER
• CA Service Management - Service Desk Manager
• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

How do we move a report from one reporting instance to another?

Solution:

Steps to move reports:

Part 1: Business Objects

From a machine with BO client tools installed (the DEV BO server will work):
Launch the Business Objects Import Wizard
On source Login to the DEV Server Click Next
On destination select BIAR file. Enter Name / Location and click next.
Choose "Import folders and objects" only (Uncheck all other boxes)
Click next
Click next on note on universes information page.
Click next on Import Scenario Page leaving defaults.
Click next on note on Rights information page.
Locate and select the 4 reports in the Folders and Objects page.
Click next
Click next on the select application folders page.
Click next on note on importing reports page
Click Finish to create the BIAR file.

To import them to use the wizard again and select the BIAR file as the source with the Production server as the destination.

Part 2: Clarity Report Definitions

The report definitions will need to be XOGed out of the DEV environment, to be imported into stage or production.

This can be done using the following XML

<?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_read.xsd">
  <Header version="8.0" action="read" objectType="contentPack" externalSource="NIKU">
    <args contentType="job_definition" name="order_by_1" value="job_code"/>
  </Header>
  <JobQuery>
    <Filter name="code" criteria="OR">CST_PMO_Proj_Storybd, CST_PMO_Cap_vs_DemandByRes, RPT_PMO_Cap_vs_DemandByRole, RPT_PMO_Prog_Sched_Review
  </JobQuery>
</NikuDataBus>

Since this is a small XOG they can use the XOG web Client. http://SERVER_NAME/niku/app?action=xog.client

Only use the XOG Client for SMALL XOG activities such as this activity.

1. Log into your DEV environment where the reports currently reside
   
   
2. Copy & Paste the URL http://SERVER_NAME/niku/app?action=xog.client (this will provide you with the XOG Client ? substitute SERVER NAME with your server name)
   
   
3. Copy & Paste the XML Code listed above into the XOG Client XML box (this XML Code will READ out the report definitions FROM DEV)
   
   
4. Click 'Run' button
   
   
5. The Output XML will be generated in the XML Output box
   
   
6. Copy & Paste the Output into a notepad (you can save this as a file for later use)
   
   
7. Look at this output information - Please verify that all 4 job definitions XOGed out. If not verify the names in the list or try XOGing them one at a time.

Then those can be imported via XOG into production.

1. Log into your Staging or Production environment where you want to add the report definitions.
   
   
2. Copy & Paste the URL http://SERVER_NAME/niku/app?action=xog.client (this will provide you with the XOG Client ? substitute SERVER NAME with your server name)
   
   
3. Copy & Paste the Output XML code (saved in notepad) into the XML box (this XML Code will WRITE the report definitions INTO staging or production).
   
   
4. Click 'Run' button
   
   
5. The output will be generated to indicate success in the XML Output box

Verify the report exists in Clarity. Go to Admin Tool -> Reports & Jobs and look for the new reports.

Keywords: CLARITYKB, CABI, BO, Business Objects, Crystal, Webi, report, move.

Environment

Release:
Component: PPMENV