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Updating Reports

playIcon.png WATCH VIDEO on installing reports to your hard drive

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Updating Reports is a process for installing any number of EnergyCAP reports at one time.  EnergyCAP recommends that the Update Reports option be run monthly.

Normally, report updates are used to get the current version of all reports.

NOTE: The Update Reports option defaults to a setting that only installs those reports that are new or have been revised since the last report update. It does this by comparing the report file dates. Updating reports overwrites the existing installed version of the reports.

Updating to the Current Version of Reports:

  1. Navigate to the Report Manager (Reporting > Reports OR Reporting > Web Reports).
  2. From the Report menu, choose Update Reports. The Pick Reports to Install window appears.
  3. Set the options as follows:
    • Update From: Normally, reports are updated from the web. Unless you know you have a reports update zip file on your hard drive, leave this checkbox set to Web.
    • Update all users: Reports must be updated for all users of EnergyCAP. If the report files for all users are stored on a shared network drive, then check this box. If each user stores report files on their local hard drive, do not check this box.
    • Prompt before overwriting files: If you are updating to the current version of reports, do NOT check this box.
    • Uninstall if report exists: If you are updating to the current version of reports, this box must be checked.
    • Include All: If you are updating to the current version of reports, this box must be checked.
  1. Click Get reports. After a short wait, the grid on the lower half of the window will populate with the names of all the reports.
  2. Click OK. EnergyCAP will begin to install the reports. The process may take several minutes during which the application may appear unresponsive.

NOTES: Most reports consist of a single Crystal Reports RPT file. However, some of the more complex reports consist of both an RPT file and a small piece of report-custom programming called a Stored Procedure. During the update, the Stored Procedure files are installed to the database. Beginning with EnergyCAP Release 4.2, the report update process also executes any needed stored procedures on your database.

! In order for any database Stored Procedure or View updates to take place, the user installing the reports must have the following SQL database roles to the specific database for which the Update is being performed: !

  • Db_securityadmin
  • Db_ddladmin
  • Db_backupoperator 

 

Normally, all EnergyCAP users share a single SQL Server user called 'esuser' and that user has the necessary rights. However, a user may not have the necessary rights if: 

  1. The 'esuser' record was ever deleted and then re-created in SQL and only Public rights were assigned (should also have ddladmin and backupoperator), or 
  2. SQL access is achieved via a user other than esuser, particularly if NT Authentication is used.
  3. The Windows NT user is a member of a Windows NT group. If the GROUP is given permissions for the SQL database roles mentioned above, instead of the user, EnergyCAP will assume that the Windows NT individual user does NOT have permissions to update reports. Roles must be granted to individual WIndows NT USERS and not GROUPS.

Beginning with EnergyCAP rel 4.2, the name and URL of the latest report update package is stored in the program folder in a file named: ReportUpdate.ini

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