- •Welcome to Seagate Crystal Reports
- •Welcome
- •Two kinds of Hands-On tutorials
- •Command, button, key, and control conventions
- •Using Seagate Crystal Reports documentation
- •Seagate Crystal Reports online Help features
- •If you need more help...
- •Installation Requirements
- •Installing Seagate Crystal Reports
- •Installing on a network workstation
- •Upgrading from a previous version
- •Quick Start
- •Subreports expand report usefulness
- •Query Designer adds ad-hoc querying capabilities
- •Parameter fields mean multi-purpose reports
- •Text objects give you text with intelligence
- •Preprinted-form reports easier than ever
- •More powerful formulas extend your capabilities
- •Web solution serves up variety of online reports
- •HTML exporting simplifies Web activities
- •New database support improves data access
- •Running totals made easy
- •Smart Navigation
- •Learning Seagate Crystal Reports
- •User’s Guide
- •Online Help
- •Books Online
- •Sample Reports
- •Glossary
- •Sample Data - CRAZE.MDB
- •Suggested learning paths
- •The application window
- •Menu bar
- •Standard toolbar
- •Supplementary toolbar
- •Format bar
- •Status bar
- •Shortcut menus
- •Cursors
- •Design Tab
- •Preview Tab
- •Other fundamentals
- •HANDS-ON (Report Design Environment)
- •How to add, delete, and move guidelines
- •How to move and position objects using guidelines
- •How to turn the grid on/off
- •How to zoom your report in and out
- •How to undo/redo activities
- •How to drill down on summarized data
- •HANDS-ON (Sections and Areas)
- •How to add, delete, move, and merge sections
- •How to split and resize sections
- •Basic report design
- •How to design a prototype
- •Concepts in reporting
- •Beyond basic reports
- •HANDS-ON (Report Creation and Design)
- •How to select data and begin creating a report
- •How to add and link multiple tables
- •How to insert database fields
- •How to insert special fields
- •How to insert a page n of N field
- •How to insert text objects
- •How to use a database field in a text object
- •How to insert a picture
- •How to select, move, and resize objects
- •How to hide parts of the report
- •HANDS-ON (Finishing Your Report)
- •How to insert page headers and footers
- •How to add a title page to your report
- •How to add summary information to your report
- •Printing considerations
- •Design solutions for printing/distributing
- •Report creation checklist for distributed reports
- •Updating printer drivers
- •Report distribution
- •HANDS-ON (Distributing Your Report)
- •How to export reports
- •How to fax a report
- •How to request reports from a web browser
- •How to specify parameter field values
- •How to log on to a database
- •How to view plain HTML reports
- •Overview
- •Getting started
- •Record Selection
- •Grouping and sorting
- •Completing the report
- •Introduction
- •Working with Arbor Essbase data
- •HANDS-ON (Reporting on OLAP data)
- •How to create a cross-tab with Essbase data
- •Using multiple sections in reports
- •HANDS-ON (Multiple Section Reports)
- •How to work with text objects
- •How to create a form letter using a text object
- •How to format objects conditionally
- •How to print conditional messages in form letters
- •How to alternate background colors for rows
- •How to eliminate blank lines
- •How to add blank lines conditionally
- •Formatting concepts
- •Absolute formatting
- •Types of formatting properties
- •Conditional formatting
- •HANDS-ON (Absolute Formatting)
- •How to add color, shading, and borders
- •How to add/edit lines and boxes
- •How to change margins
- •How to add/delete white space between rows
- •How to set page orientation and paper size
- •HANDS-ON (Conditional Formatting)
- •How to flag values that meet certain conditions
- •Record selection
- •Group selection
- •Record selection formula templates
- •HANDS-ON (Record and Group Selection)
- •How to create a record or group selection formula
- •How to use record/group selection templates
- •How to select the top or bottom N groups
- •Sorting, Grouping, and Totalling Overview
- •Creating custom groups
- •HANDS-ON (Sorting, Grouping, and Totalling)
- •How to do a single field sort
- •How to do a multiple field sort
- •How to group data
- •How to sort records within groups
- •How to summarize grouped data
- •How to subtotal grouped data
- •How to sort based on summarized group values
- •How to create multiple levels of subtotals
- •How to group data in intervals
- •How to calculate a percentage of the grand total
- •How to create group headers
- •What are formulas?
- •Other formula conventions
- •Formula syntax
- •How formulas are evaluated - Order of precedence
- •HANDS-ON (Formulas 101)
- •How to insert a formula in your report
- •How to delete formulas from your report
- •How to copy formulas from online Help
- •How to copy formulas from one report to another
- •How to create if-then-else formulas
- •How to format text with formulas
- •How to use variables in formulas
- •How to declare a variable
- •How to assign a value to a variable
- •How to conditionally assign values to variables
- •How to use an array in a formula
- •How to use a range in a formula
- •How to use semicolons in formulas
- •How to fine tune group selection formulas
- •How to fine tune record selection formulas
- •How to debug a formula
- •Introduction
- •HANDS-ON (Advanced Totalling)
- •How to maintain running totals in a list
- •How to subtotal running totals within groups
- •How to subtotal without grouping
- •How to subtotal true A to B, A to C reports
- •Parameter field objects overview
- •Multiple parameter fields
- •Parameter field considerations
- •HANDS-ON (Parameter Field Objects)
- •How to create a parameter field
- •How to use a parameter field in a formula
- •How to respond to parameter field prompts
- •How to use wildcards with parameter fields
- •How to set a report title using parameter fields
- •How to set sort order using parameter fields
- •Graphing Overview
- •Choosing a graph or chart type
- •Where to place your graph
- •Data you can graph on
- •Before you create your graph
- •HANDS-ON (Graphing)
- •How to graph on a summary or subtotal field
- •How to graph on a details field
- •How to graph on a formula field
- •How to graph on cross-tab summaries
- •How to edit graphs using PGEditor
- •How to use the underlay feature with graphs
- •OLE Objects Overview
- •Inserting OLE objects in your reports
- •Linked vs. Embedded Objects
- •The dynamic OLE menu commands
- •OLE and the Picture command
- •General OLE considerations
- •HANDS-ON (OLE Objects)
- •How OLE objects are represented in your report
- •How to use OLE - General Overview Tutorial
- •How to insert a graphic/picture as an OLE object
- •What are subreports?
- •Unlinked vs. linked subreports
- •How subreport linking works
- •HANDS-ON (Subreports)
- •How to insert a subreport
- •How to preview your subreport
- •How to combine unrelated reports using subreports
- •How to use subreports with unlinkable data
- •Cross-tab overview
- •Cross-tab components
- •HANDS-ON (Cross-Tab Objects)
- •How to create a cross-tab object
- •How to format a cross-tab
- •How to print cross-tabs that span multiple pages
- •The Crystal Query Designer
- •HANDS-ON (Queries)
- •How to create a new query
- •How to add tables to a query
- •How to link tables and specify a join type
- •How to add fields to a query
- •How to identify unique values in a query
- •How to summarize data with aggregate functions
- •How to sort records according to field values
- •How to specify records to be included in a query
- •How to select groups to be included in a query
- •How to create an SQL expression
- •How to create a query from another Crystal Query
- •How to select a query for a report
- •How to use a parameter field in a query
- •Dictionaries Overview
- •HANDS-ON (Dictionaries)
- •How to create a new dictionary
- •How to add a data file
- •How to open an SQL or ODBC data source
- •How to link multiple tables
- •How to select tables and fields for users
- •How to add/create formulas
- •How to move fields/field headings within the list
- •How to update the location of a database table
- •How to add a new field heading
- •How to add Help text
- •How to add a graphic
- •How to create sample data for users to browse
- •How to edit an existing dictionary
- •How to convert a 3.x or 4.x dictionary file
- •How to select a dictionary for a report
- •Databases Overview
- •For additional information
- •HANDS-ON (Working With Databases)
- •How to open Access queries through DAO
- •How to open Access queries through ODBC
- •How to open Access parameter queries
- •How to set up an ODBC data source
- •How to check settings for an ODBC data source
- •How to log on to an ODBC data source
- •How to add an ODBC database table to a report
- •How to log on to MS SQL Server via ODBC
- •How to log off an ODBC data source
- •How to set up an A to B, A to C link
- •How to edit an SQL query
- •How to use an ACT! database
- •How to open the NT Event Log
- •Introduction
- •Four types of data
- •Direct access database files
- •ODBC data sources
- •Crystal Query Designer files
- •Crystal Dictionary files
- •Multi-pass reporting
- •Product support
- •Web support
- •E-mail support
- •Fax support
- •Telephone support
- •Extended technical support policy
- •Product registration
- •Product return policy
- •Product replacement policy
- •Glossary
Product support
Seagate Crystal Reports is a powerful report writer for the Windows environment. Seagate Software IMG, Inc. is proud of the quality of the product and has spent a great deal of time trying to make it intuitive to use. If, however, there is something you can not figure out how to do, you should consult the extensive online help system. The help system can be accessed by clicking on any Help button, by pressing the F1 key, or by choosing the CONTENTS command from the main Help menu. The help system contains all of the information from the User’s Guide, as well as in-depth explanations and numerous examples.
NOTE: Product support plans vary from region to region. Contact your local distributor for a list of product support plans available in your region. See README.HLP for a list of International distributors.
Web support
WEB SITE
http://www.img.seagatesoftware.com/
E-mail support
INTERNET
●Report Creation and Design tsrcad@img.seagatesoftware.com
●Delphi/VCL
tsvcl@img.seagatesoftware.com
●dBase and Paradox tsxbse@img.seagatesoftware.com
●Report Engine API tscrpe@img.seagatesoftware.com
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●Crystal Info Product Support tscinfo@img.seagatesoftware.com
●Report Engine NewEra Class Library Issues tsnewera@img.seagatesoftware.com
●Report Engine C++ Class Library Issues tsmfc@img.seagatesoftware.com
●Miscellaneous Issues tsmisc@img.seagatesoftware.com
●Operating System Specific Issues tsosplat@img.seagatesoftware.com
●Visual Basic, VBX, OCX Support tsvbocx@img.seagatesoftware.com
●PC database connectivity Support tspcdata@img.seagatesoftware.com
●SQL/ODBC connectivity Support tssql@img.seagatesoftware.com
●OLE Automation Tools tsole@img.seagatesoftware.com
●Web Developer Tools Web Viewers ActiveX Viewers
tsweb@img.seagatesoftware.com
●Holos, Essbase, and other OLAP Products tsolap@img.seagatesoftware.com
Fax support
Another efficient way to receive support on Seagate Crystal Reports is to fax in your technical support request. To do this, first fill in the bottom part of the Technical Support Request form in the product. This form appears when you choose the TECHNICAL SUPPORT REQUEST command from the Seagate Crystal Reports Help menu. When you have completed the form, click the Print button to print it.
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Fax the completed form to Seagate Software 24 hours a day, Monday through Friday. After a technical support representative has had a chance to review your fax, one of the support representatives will respond to you by return fax the next business day.
NOTE: Product support plans vary from region to region. Contact your local distributor for a list of product support plans available in your region. See README.HLP for a list of International distributors.
Seagate Fax Support (604) 681-7163
Telephone support
Please have the
following information available:
Registered users of Seagate Crystal Reports are entitled to free telephone support (subject to availability) for 60 days from the time of purchase. Telephone support is available from 8 a.m. to 5 p.m., P.S.T. Monday through Thursday and 8 a.m. to 4 p.m. P.S.T. on Friday. If you are calling from outside the Vancouver, B.C. area, long distance charges apply.
Before you call technical support, make sure you do the following:
●check the manual,
●check the online help system, and
●check the Internet (www.img.seagatesoftware.com).
1.Serial number.
●If you are registered, you can find the serial number by choosing the ABOUT SEAGATE CRYSTAL REPORTS command on the Help menu.
●If you are not registered, you will need to register first to obtain your serial number.
2.Product name and version number.
3.Operating system you are using (i.e., Windows 95, Windows NT, or Windows 3.1) and whether you are using a 16-bit or 32-bit version of Seagate Crystal Reports.
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4.Version of database and other software you are using with Seagate Crystal Reports (if required) - Btrieve, Sybase, Paradox, etc.
5.Technical Support Request form from the product.
6.Network information if you are on a network.
7.Contents of AUTOEXEC.BAT and CONFIG.SYS files.
8.A list of steps necessary to recreate the problem.
9.The database type you are using.
10.The programming environment (if applicable).
NOTE: Product support plans vary from region to region. Contact your local distributor for a list of product support plans available in your region. See README.HLP for a list of International distributors.
Telephone Number (604) 669-8379
Extended technical support policy
Registered user may purchase an extended support policy which entitles the user to unlimited technical support via a toll-free number for a one year period. suport plan members will receive a special toll-free phone number which they can use to get directly through to the Technical Support team, and will receive priority handling in the support queue. Call (604) 681-3435 for (800) 8772340 for detailed information about this plan.
NOTE: The extended technical support policy is available in the
United States and Canada only.
Product registration
When using Seagate Crystal Reports for the first time, a dialog box will appear that asks for your name, address, and related information. Then the program will suggest that you register the program to receive your product Serial Number. The program
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will ask for the Serial Number the next time you run Seagate Crystal Reports. When you enter the Serial Number, you have completed the registration process. You can register the program using four different methods:
1.If you have access to the Internet, fill out the Product Registration form on the Seagate web site at:
www.seagatesoftware.com/crystalreports/
register/
You can also go directly to the Registration form by choosing the PRODUCT REGISTRATION command on the Help|Seagate Software on the Web menu. The procedure will immediately transmit a registrtion number back to you so you can enter it into the product.
2.Fill out the Registration form that is built into the program and then register by modem using the Seagate Crystal Reports communications program. The procedure will register your copy of the program, assign a registration number, and enter that number automatically into your system.
3.Print the Registration Form and then fax it to Seagate Software at (604) 681-5147. Seagate will then fax back to you a registration number that can be entered into the product the next time it asks for it.
4.Fill out the enclosed Registration Form and mail it to Seagate Software. Seagate will mail a registration number back to you so you can enter it into the product.
Registering the program will ensure that you are kept up to date with all product advancements, and it will allow Seagate to provide quality technical support to people that are properly registered with Seagate Software.
Registration FAX (604) 681-5147
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