Once you have created a new report template you will then have to upload the new report. This is a continuation of my last post on how to modify an existing report.
Once you have the new .ecsfr package:
Log back into Documentum with an admin account
Go to Project Admin > Project Configs > Reports > Templates
Select File > import report template
Select the new report .ecsfr file
The type should be ECS Report
Format: ECSF Report Package
Once it is created then go to the types folder under reports
In this example we modified the Master Document Reports. Right click the Report type and select properties
Under templates select the edit link
Search for the name of new report you just uploaded
Add it to the list and select ok
Now you report is ready to be created.
Go to your reports folder in your cabinet.
Select file > new report
Create a new, and select the report type we just added the new report under
The report template should show the new report you just uploaded. Select next and edit all the properties you wish to add
Run report
If you get an error when running the report there is an issue with the modifications you made to the report.
Check the source code of the report and make sure the query gives the values you are trying to output.
Make sure the layout is correct and the report doesnt use any values that are not available
Once Jaspersoft Studio is installed then you can view and modify the the report
With Jaspersoft studio you can change the layout and modify what can be displayed.
There are 2 ways you can do this. If you are familiar with any reporting software you will notice jaspersoft is the same. You can modify the design and modify the source code
Using the source code view you can see in details the query the reports run
Once you are finished making the changes
You will need to use 7-zip to archive the .jrxml file back to the .ecsfr format.
Right click > 7-zip > add to archive > change the .zip to .ecsfr
That’s it!
To view how to upload the new report proceed to the next article
After a server reboot your searches might not work and/or you might receive an error:
xPlore Watchdog Service failed to ping application IndexAgent. Instance: XPLORE_9200_IndexAgent Cause:http://XPLORE:9200/IndexAgent is not reachable. Connection refused: connect
First check that the xplore index server is running.
Make sure the services are running on the server:
Documentum Indexagent
Documentum xPlore PrimaryDsearch
Documentum xPlore Watchdog -C xPlore
Then make sure that the agent is running in DA
Log into DA
Expand Indexing Management
Select Index Agents and Index Server
Right click the index server and select start agent
When trying to edit the RCF file in EPFM Documentum you might encounter the following error:
RCF config file not parsed
You will get this error if you try to edit and check out the RCF-schema config file using the system notepad.
In order to get all the correct values and avoid the parsing error first export the file and then make your modifications using a Composer, or a source code editor like Notepad++.
Then you can upload the new RCF-schema file and demote the older RCF-schema config file.