Overview
This two-day interactive workshop covers 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 9.
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
- Using Subreporting as a 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
- Appendix A -Platforms for Crystal EnterpriseAppendix
- Appendix B -Installing Crystal Enterprise on UNIXAppendix
- Appendix C -Working with FirewallsAppendix
- Appendix D - Crystal Web WizardAppendix E - The Crystal Import Server
Firewalls
- Appendix E - The Crystal Import Server
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