Creating report templates

You can use Rational® Publishing Engine Document Studio to create a report template, load the schemas for the data types to report on, and design the layout for the report by using the palette tools. A report template has .dta as a file name extension.

Before you begin

You must have Rational Publishing Engine Document Studio version 1.1.2 or later open, and you must be in the RPE Studio perspective. You must know which data types that you want to report on, and be a member of the Design Management projects that contain the resources to report on.

Procedure

  1. In Rational Publishing Engine Document Studio, in the RPE Studio perspective, click File > New > Document Template.
  2. Import the schema for a type of resource: Click Data > Schema Discovery > REST Schema Discovery, and complete the pages in the wizard:
    1. On the Base Configuration page, specify values for the following fields:
      • Name: Specify a name that identifies the type of schema being returned. For example, if you are importing the schema for a UML package, you might specify Package in this field. You can also edit this schema name in the Outline view of the editor.
      • Base URL: Specify a URL that includes the Design Management application host name and port, and its reporting service, as in the following example: https://fully_qualified_host_name:9443/dm/reporting
      • Authentication type: From the list, select OAuth.
      • User and Password: Specify the user name and password that grant access to the resources in the Design Management application.
    2. Click Next.

    The Locate Resource Using Data Service page, also known as the schema page, shows the schema for displaying the resources that exist at the base URL. If the base URL corresponds to the base reporting service URL as provided in step 2.a, the schema for selecting a reporting domain adaptor, such as bpmn, deploy, and uml, is displayed.

  3. In the "XML schema" pane, select an element from the XML schema navigation. In the "Element attributes" pane, select the href check box and any other attributes that you want to display about a resource, such as its name; then click Next. The Select Resource URL Discovered By Data Service page, also known as the resource page, is displayed. This page displays the resources and their attributes that correspond to the type schema that was shown in the previous schema page. For the base reporting service URL, the resources correspond to the logical domains to group the related meta-models.
  4. On the resource page, after you select a resource, complete one of the following steps:
    • To display the schema for the selected resource, click Next. To explore the data types that are defined for a top level reporting domain, repeat steps 3 and 4 until the resource that represents the data type schema to import is displayed on the resource page of the wizard.
    • To download the schema for the selected resource into the report template, click Finish.

      The corresponding schema is imported into the template and displayed in the Data Source Schemas view of the RPE Studio perspective. From this view, you can access the schema elements as you customize the report template.

  5. Click File > Save.

Results

In Rational Publishing Engine, check the Console view for errors. You can now customize the template to create the report layout by dragging elements from the palette to the template in the template editor.

For more information about how to use the items in the palette in a report, see the related links at the end of this topic. Also, see the link to the Design Management reporting tutorial at the end of this topic. In the tutorial, see Lesson 1.

For more information about using the REST Schema Discovery wizard to find resources in a Design Management application, in the Design Management reporting tutorial, see the "REST Discovery Wizard" section.

After you add controls from the palette, including containers, paragraphs, and text fields, to the report template, you can associate properties from the data source schemas with the controls in the template.


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