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Crystal Enterprise 10 Administrator Workshop
Overview

This two day interactive workshop was designed for Administrators who need to deploy and manage Crystal Enterprise 10. Some of the topics covered include an overview of the system architecture, how to use ePortfolio and how to manage users and security. The course incorporates a number of hands on exercises to reinforce the learning process.

Prerequisites

Working knowledge of Windows 9x-2000 server environment is required

Audience

Administrators who need to deploy and manage Crystal Enterprise 10

Course duration

2 days

Course outline

  • Install and Architecture Overview
  • Overview of Crystal Enterprise Components
  • Indepth look at the Architecture
  • Planning your installation
  • Review System Requirements
  • Install standalone Crystal Enterprise

  • Crystal Enterprise Launchpad
  • What is the Crystal Enterprise Launchpad?
  • Overview of the ePortfolio
  • Signing up for an Enterprise Account
  • Look at the documentation accessible through the Launchpad
  • Accessing Crystal Enterprise Components through the Launchpad.

  • Account Management
  • Overview of the Crystal Management Console
  • What are groups?
  • Creating and modifying a group
  • Creating and modifying users
  • Guest Account and Sign up Feature
  • Password settings

  • Folder Management
  • Creating and deleting folders
  • Adding reports to Folders
  • Modifying Folder Limits
  • User Folders

  • Managing User Access
  • Review the CE Object Security Model
  • Access Levels
  • Advanced Rights
  • Open System of Decreasing Rights
  • Closed System of Increasing Rights.

  • Crystal Publishing Wizard
  • Adding a Report to Crystal Enterprise
  • Publishing a Directory Structure
  • Setting Report Properties in the Publishing Wizard.User Folders

  • Managing Report Objects & Application Objects
  • Managing Report Objects
  • Managing Report Instances
  • Report Alerts
  • Setting Parameters
  • Report Destinations and Format
  • Report Object Limits and Rights.

  • Scheduling Reports & Objects
  • Running a Report Once
  • Time based Scheduling Options
  • Scheduling Reports based on Events
  • Scheduling Objects
  • Triggering a Schedule Based Event

  • Managing and Configuring Servers
  • In-depth look at the CMC and CCM
  • Reviewing Server Metrics
  • Managing the Automated Process Scheduler
  • Clustering APSs
  • Managing the Web Component Server
  • Managing the File Repository Server
  • Managing the Page and Cache Server
  • Managing the Job Server
  • Administering Server Groups

  • Managing Events
  • File Based Event
  • Schedule Based Events
  • Custom Based Events

  • Security Concepts
  • User Security
  • Folder Security
  • Integrating with NT or LDAP security

  • Repository
  • Accessing the Repository
  • View the Repository Explorer tree
  • Adding objects to the Repository folders
  • Modifying Repository Objects
  • Working with Custom Functions & Commands from the Repository

  • Business Views
  • Understand Business View Structures
  • Set up Data Connections & Build Data Foundation
  • Create Business Filters & Elements
  • Business View Security
  • Import/Export Business View information
  • Creating Reports based on Business Views

  • Appendix A - Performance Options
  • Learn the differences between working with live data versus saved data
  • Improving web response rates
  • Review scheduled report capacity
  • Look at common implementation designs for one, three and six machine setups

  • Appendix B - Platform Support for Crystal Enterprise
  • Learn about the different platform options and issues associated with a platform

  • Appendix C - Crystal Import Wizard
  • Review licensing requirements.

  • Appendix D - Working with Firewalls
  • Review potential issues and possible solutions to common firewall issues
  • Configuring for Packet Filtering
  • Configuring for Network Address Translation for Windows or UNIX
  • Configuring for SOCKS Servers


 
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