Adding Custom Crystal Reports to Vista 8.03

It’s been a while …

(The following is from an old post I made back in August of 2011.)
The basic steps are

  1. If necessary, make changes to BAQ.
  2. Copy the baq report from “W:\mfgsys803\Server\reports\CustomReports” to “C:\Documents and Settings\All Users\Application Data\Epicor\Vista\8.03.403D\MC\shared\Reports”. These to paths are setup in BAQ Report Designer under Actions\Options.
  3. Launch BAQ Report Designer and load the BAQ Report
  4. If necessry make changes to BAQ Report settings (Options, Filters, Sorts, etc…)
  5. Run the Actions\Test Report Form
  6. Select options, filters and sorts to make sure report will contain useful data.
  7. Do a Print Preview, and ignore the resulting report
  8. Copy the recently created XML file (which will have updated data and report parameters) from "W:\mfgsysdata\Reports\userid" to “C:\Documents and Settings\All Users\Application Data\Epicor\Vista\8.03.403D\MC\shared\Reports”.
  9. Close the Print Preview
  10. Close the Test Report Form window.
  11. Select Actions\Design Crystal Report.
  12. In CR Designer, select Database\Select Datasource Location
  13. In the upper pane, expand ReportDataSet
  14. Expand Properties
  15. Double click the File Path, select one character in the path\filename, and delete it.
  16. Press Enter (a window wil open asking for the ADO.NET (XML) info.
  17. Use Browse to select the copy of the XML file from step 8. Leave the Class field blank, and the Use Data… checkbox unchecked.
  18. Click Finish
  19. Click Close
  20. Select Report\Refresh Report Data( or just hit F5).
  21. Make whatever changes to the Report, save it, and exit CR.
  22. Select Actions\Deploy BAQ Report form the BAQ Report Designer window.

Some explanation …

  • The "W:" in “W:\mfgsys803\Server\reports\CustomReports” was a mapping to our V8 server.
  • C:\Documents and Settings\All Users\Application Data\Epicor\Vista\8.03.403D\MC\shared\Reports
    was a folder (probably for Win XP) on the client computer