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Next Steps
CRD Demos

 

1.
Schedule a simple Crystal Report to export to HTML every weekday at specified times of the day.
2.
Schedule a number of reports as a "package" to export to PDF every Monday and Friday at specified times of the day.
3.
Schedule to delete specified files from a specified folder every other Sunday at 19:00.
4.
Event-Based Schedule
5.
Group a number of event-based activities and determine timing, order of execution and more
6.
Dynamic Schedule
CRD will reel through a list of parameter values, generate a unique report for each value, and deliver each report to a unique destination (e.g. email address, folder, etc).

 
7.
Dynamic Package
Same as Dynamic Schedules, but multiple reports to specified destinations.
   
 
8.
Bursting Schedules
Burst out groups, sections and sub reports to different destinations.
   
 
9.
Dynamically pull parameters and destination information for multiple recipients from a database table.  CRD will reel through these, create and deliver each report according to the data in the table.
10.
Create your own scheduling frequencies using Custom Calendars.
11.
Set up logon credentials for main report, sub reports, table level.  Suppress non required report sections and other options. Keep copies of exported reports for x days.
12.
How to tell CRD what report parameter values to use.
13.
Manage sub report properties, logon credentials, parameter values etc.
14.
Retry x times on failure. What to do if the report "hangs". Take some action if the report returns no data.
15.
CRD will send your reports to a number of destinations. Find out how to send your reports to disk, email, FTP, sms, Microsoft Sharepoint, printer, FAX and via ODBC to another database.
16.
Set up a number of destinations (email, printer, fax, SMS, folder and FTP) and use them over and over again.
17.
Learn how to quickly set up schedules to export to pdf, tiff, xls, and many more formats.  Also shown are output features e.g. custom report naming, zipping the export, zip encryption, deferred delivery, and lots more.
18.

CRD's custom tasks can be used to build workflows and provide huge business process automation advantages.




General
- Run Program/ Open Document
- Print Document
- Wait/Pause
- Execute Schedule
- Send SMS

Files and Folders
- Copy, Rename, Move, and Delete file
- Write Text File
- Create, Rename, Move folder
- Zip and unzip a file
- Merge PDF Files
- Build an Excel Workbook

Files and Folders Continued
- Merge Excel Documents
- Upload to SharePoint
- Internet Custom Tasks
- Send Email
- Open Web Address
- FTP


Database Tasks
- Update, Insert, and Delete records
- Execute SQL Script (from file)
- Run a Stored Procedure
- Export Data to a Report
- Create and delete tables
- Add and Delete columns


Registry
- Set values
- Create, and delete key

 
19.
Insert Constants and variables (e.g. Yesterday's Date, CurrentScheduleName, ExportedFileName) to automate otherwise repetitive and mundane processes.
20.
Set up a new CRD users and groups  and assign specified schedules and security rights.
21.
Make CRD pick up changes to the report structure automatically.
22.
Set up CRD to use MAPI to send emails.
23.
Set up CRD to use Exchange Server to send emails.
24.
Set up CRD to use SMTP, Outlook, Exchange, Groupwise or CRDMail to send emails.
25.
Set up CRD to send SMS text alerts.
26.
Schedule and automatically backup the CRD system and files.
27.
Set up CRD to use the Application Scheduler.
28.
Set up CRD to use the Windows (NT) Service.
29.
Set up Contact and Groups using the CRD Address Book.
30.
Use smart folders to group schedules and to report on schedule activity
31.
Don't type the same password, email body, signature etc over and over again.  With User Defaults you can enter than once, and reuse them each time your write a schedule.
32.
Set up an audit trail showing activities that have happened in CRD.
33.
The CRD "Master" controls a bank of PCs or servers ("slaves") and instructs them what reports to run and when. Use this for load balancing and controlling multiple installations of CRD across an enterprise.See how easy it is to set this up.
34.
The CRD data (schedule info etc) is stored in a Access database locally.  Migrating to a SQL, Oracle or other ODBC compliant database gives you enterprise scalability and reliability - and gives you the ability to write triggers, stored procedures and add custom functionality.

Important:  Click here and read this document before you begin the process.
35.
Migrate back to the local file system.  Useful if you know your server is going to be down for maintenance.
36.
A quick tutorial on the features and benefits of the "Outlook" tab.
37.
Set schedules to poll and run only during certain hours of the day.
38.
Insert the resulting value of a field in the Crystal Report into other parts of the system e.g. email, file names, etc.

 
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