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