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Web_Win_Deployment_Crystal2005 Crystal Reports For Visual Studio 2005 Web or Windows Deployment Tutorials Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 2 ...

Web_Win_Deployment_Crystal2005
Crystal Reports For Visual Studio 2005 Web or Windows Deployment Tutorials Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 2 © 2004 Business Objects. All rights reserved. Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. Version 1.0 Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 3 Web or Windows Deployment Tutorials The procedures in the following sections create deployment projects for Web Sites or Windows applications for Visual Studio 2005. • Requirements • Deploying Web Sites • Deploying Windows Applications Note For more information about deployment in Crystal Reports for Visual Studio .NET 2002 or 2003, and Crystal Reports 10, please refer to the online help in Visual Studio 2005. CrystalReportViewer binding scenarios for Crystal Services uses Crystal Reports for Visual Studio or Crystal Reports 9. In this case, you need to use slightly different deployment procedures than the procedures in this tutorial. For more information about deployment in Crystal Reports for Visual Studio and Crystal Reports 9, see http://support.businessobjects.com/search/. For more information about the report binding scenarios, please refer to the online help in Visual Studio 2005. Requirements To successfully deploy a Web Site or Windows application, you must complete Appendix: What Needs to be Installed? and Appendix: Project Setup. Check that the following requirements are met: • Visual Studio 2005 is installed. See Appendix: What Needs to be Installed?. • Web Sites or Windows applications have been created with one or more report binding scenarios. Please refer to the online help in Visual Studio 2005. In addition, you must either use merge modules or the Server Installer (.msi file) to complete the deployment. One of the following procedures must be completed: • Download the Crystal Reports merge modules from http://www.businessobjects.com/products/dev_zone/net/VisualStudio2005Beta, and then save the .msm files in C:\Program Files\Common Files\Merge Modules folder of your local directory. You need to overwrite the files that already exist in this folder. For more information, see Appendix: Crystal Reports Merge Modules for Visual Studio 2005. • Or, download the Server Installer (.msi file) from http://www.businessobjects.com/products/dev_zone/net/VisualStudio2005Beta, and then install the files on the target machine. The Server Installer installs the Crystal Reports runtime and the merge modules that are required by a deployment project. The Server Installer is available for x86, AMD64 and IA64 machines. Deploying Web Sites To deploy your Web Sites, you must create a Web Setup Project as instructed in the sections that follow, and then add the necessary components to your project. Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 4 Creating a Web Setup Project In this section, you create a Web Setup Project from the deployment projects that are available in Visual Studio. You must have a completed Web application that uses at least one of the report binding scenarios. To create a deployment project for Web applications 1. In Visual Studio, open your Web Site. 2. On the File menu, point to Add, and then click New Project. 3. In the Add New Project dialog box, select Setup and Deployment Projects in the Project Types pane, and select Web Setup Project in the Templates pane. Click OK. 4. When the File System tab appears, expand Web Application Folder on the left pane. 5. In the Properties window, set the DefaultDocument property to the start page (a .aspx file) for the Web Site. The VirtualDirectory property has been set to the default project name, "WebSetup1." The default project name must remain "WebSetup1." Adding Components to the Web Setup Project You must add the content files from your Web Site and merge modules to the Web Setup Project. Merge modules must be added to the setup project, if you do not plan to install the Server Installer on the target computer. To add components to the Web Setup Project 1. In Solution Explorer, right-click WebSetup1, point to Add, and then click Project Output.... 2. In the Add Project Output Group dialog box, select Content Files. 3. In Solution Explorer, right-click WebSetup1, point to Add, and then click Merge Module.... 4. In the Add Modules dialog box, select the merge modules that are required for your Web Site. For a description of which merge modules to use for different machines, see Appendix: Crystal Reports Merge Modules for Visual Studio 2005. Building and Deploying the Web Setup Project Building the Web Setup Project creates an installer that you can deploy to other computers. Note When you deploy to other computers, always ensure that the computer already has the .NET Framework installed. For more information about the .NET Framework, please refer to the online help in Visual Studio 2005. To build and deploy the Web Setup Project 1. From the Build menu, click Build WebSetup1. The build process creates installer files: setup.exe and WebSetup1.msi (name of your deployment project). Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 5 2. Navigate to the directory where your deployment project has been saved. 3. Double-click the WebSetup1 folder. 4. Open the Debug folder to find the built files from the Web Setup Project. 5. Copy all the files to the target computer. 6. Distribute the Crystal reports that are used in the Web application. For more information about which binding scenarios need to distribute report files, see Appendix: Report Files. 7. On the target computer, double-click Setup.exe or WebSetup1.msi to install the Web application. 8. To view the Web application in deployment, start Microsoft Internet Explorer, and type http://localhost/WebSetup1. Deploying Windows Applications To deploy your Windows applications, you must create a Setup Project and add the necessary components to your project. Creating a Setup Project for Windows Applications In this section, you need to create a Setup Project from the deployment projects available in Visual Studio. You need to have a completed Windows application that uses at least one of the report binding scenarios. Please refer to the online help in Visual Studio 2005. To create a deployment project for Windows applications 1. In Visual Studio, open your Windows application. 2. On the File menu, point to Add Project and then click New Project. 3. In the Add New Project dialog box, select Setup and Deployment Projects in the Project Types pane and select Setup Project in the Templates pane. Click OK. Adding Components to the Setup Project You must add output files from the Windows application, and merge modules to the Setup Project. To add components to the Setup Project 1. In Solution Explorer, right-click Setup1, point to Add, and then click Project Output.... 2. In the Add Project Output Group dialog box, select Primary output. When Primary output is added to your project, the Crystal Reports assembly files are added automatically. 3. In Solution Explorer, right-click Setup1, point to Add, and then click Merge Module.... 4. In the Add Modules dialog box, select the merge modules that are required for your Windows application. For a description of which merge modules to use for different machines, see Appendix: Crystal Reports Merge Modules for Visual Studio 2005. Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 6 Building and Deploying the Setup Project Building the Setup Project creates an installer that you can deploy to other computers. Note When deploying to other computers, always ensure that the computer already has the .NET Framework installed. To build and deploy the Setup Project 1. From the Build menu, choose Build Setup1. The build process creates installer files: setup.exe and Setup1.msi (name of your deployment project). 2. Navigate to the directory where your deployment project has been saved. 3. Double-click the Setup1 folder. 4. Open the Debug folder to find the built files from the Setup Project. 5. Copy all the files to the target computer. 6. Distribute the Crystal reports that are used in the Windows application. For more information about which binding scenarios need to distribute report files, see Appendix: Report Files. 7. On the target computer, double-click Setup.exe or Setup1.msi to install the Windows application. 8. To view the Windows application in deployment, navigate to the installed location, and then double-click the Windows application .exe file. Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 7 Appendix: Crystal Reports Merge Modules for Visual Studio 2005 Crystal Reports for Visual Studio 2005 uses merge modules to ensure the correct report components and assemblies are installed with your deployment project. Each merge module is designed for different deployment scenarios. Note Adding more merge modules to the deployment project than what is specified in the scenarios may cause deployment problems. For the specified machine and project type, you must add the correct merge modules to the project. Machine type Project type Merge modules required x86 Windows applications • Crystal_Database_Access.msm • Crystal_Database_Access_enu.msm • Crystal_Managed.msm x86 Web Sites • Crystal_Database_Access.msm • Crystal_Database_Access_enu.msm • Crystal_Managed.msm • Crystal_Webformviewer.msm AMD64 Windows applications • Crystal_Database_Access_A64.msm • Crystal_Database_Access_enu_A64.msm • Crystal_Managed_A64.msm • _VC_80_WinSxS_ATL_AMD_RTL_X86_--- .msm • _VC_80_WinSxS_MFC_AMD_RTL_X86_-- -.msm AMD64 Web Sites • Crystal_Database_Access_A64.msm • Crystal_Database_Access_enu_A64.msm • Crystal_Managed_A64.msm • Crystal_Webformviewer.msm • _VC_80_WinSxS_ATL_AMD_RTL_X86_--- .msm • _VC_80_WinSxS_MFC_AMD_RTL_X86_-- -.msm IA64 Windows applications • Crystal_Database_Access_I64.msm • Crystal_Database_Access_I64_enu.msm • Crystal_Managed_I64.msm • _VC_80_WinSxS_ATL_IA_RTL_X86_--- .msm • _VC_80_WinSxS_MFC_IA_RTL_X86_--- Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 8 .msm IA64 Web Sites • Crystal_Database_Access_I64.msm • Crystal_Database_Access_I64_enu.msm • Crystal_Managed_I64.msm • Crystal_Webformviewer.msm • _VC_80_WinSxS_ATL_IA_RTL_X86_--- .msm • _VC_80_WinSxS_MFC_IA_RTL_X86_--- .msm The merge modules can be downloaded from http://www.businessobjects.com/products/dev_zone/net/VisualStudio2005Beta. Note For more information about merge modules in Crystal Reports for Visual Studio .NET 2002 or 2003, and Crystal Reports 10, please refer to the online help in Visual Studio 2005. Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 9 Appendix: Report Files Crystal report binding scenarios use either embedded or non-embedded reports. In Visual Studio applications, embedded reports are compiled into the deployment project. Deployment projects can then be distributed and deployed without having to distribute report files separately. For applications that use non-embedded reports, the report files are not compiled into the deployment projects. The report files must be distributed with the projects. For more information about embedded and non-embedded reports, please refer to the online help in Visual Studio 2005. The following table describes what you must do to successfully distribute and view deployment projects that use specific reporting binding scenarios. Report binding scenarios Requirements • Binding to a File Directory Path in Code • Binding to a File Directory Path Through the Properties Window • Binding to a Non-embedded Report Class Loaded into ReportDocument • Binding to a Non-embedded Report Class Loaded into a Cache Management Utility Class • Distribute the report files with the deployment project. • On the target computer, save the report files in the path directory that is used in the Web or Windows application. • Binding to a Report Web Service URL • No need to distribute report files; report files are compiled into the Report Web Service project. • Binding to an Embedded Report Class • Binding to an Embedded Report Class Upcast to ReportDocument • Binding to a Cached Embedded Report Class • Binding to Crystal Enterprise (Crystal Reports 10) • No need to distribute report files; report files are compiled into the project. • Binding to Report Application Server (Crystal Reports 10) • Binding to Unmanaged RAS Using ReportDocument.Load() Method (RAS 10) • Binding to Unmanaged RAS Using ReportDocument.FileName Property (RAS 10) • Binding to Unmanaged RAS Using ReportClientDocument.Open() Method • No need to distribute report files; report files are accessed through the unmanaged RAS server. • The unmanaged RAS server that is used in the binding scenarios needs to be running on the network. • Report binding scenario in Binding to Unmanaged RAS Using ReportClientDocument.Open() Method (RAS 9 and up) needs Report Web or Windows Deployment Tutorials Copyright © 2004 Business Objects Page 10 (RAS 9 and up) Application Server to be installed on the target computer. • Binding to ReportSource (Crystal Enterprise 10) • Binding to Managed RAS Using ReportDocument.Load() Method (RAS within CE 10) • Binding to Managed RAS Using ReportDocument.FileName Property (RAS within CE 10) • Binding to Managed RAS Using ReportAppFactory.OpenDocument() Method (RAS within CE 9 and up)Binding to InfoObject Cast as Report • No need to distribute report files; report files are accessed through the managed RAS server. • The managed RAS server that is used in the report binding scenarios needs to be running on the network. • Report binding scenario in Binding to ReportSource (Crystal Enterprise 10) needs Crystal Enterprise .NET SDK and Crystal Enterprise Publishing Wizard to be installed on the target computer. Note For more information about each binding scenario, please refer to the online help in Visual Studio 2005. Web and Windows Deployment Copyright © 2004 Business Objects Page 11 Appendix: Project Setup This section is a key learning point for both advanced and intermediate developers. It demonstrates the recommended best practices to follow to create and configure a new Windows project or Web project/site with Crystal Reports for Visual Studio .NET 2002 or 2003, and Crystal Reports for Visual Studio 2005. Visual Studio Versions Project Setup requires different procedures for Visual Studio .NET 2002 and 2003, as compared to the Project Setup procedures for Visual Studio 2005. Click the appropriate link to jump to the section that corresponds to your version of Visual Studio: • Visual Studio .NET 2002 or 2003 • Visual Studio 2005 Project Setup in Visual Studio .NET 2002 or 2003 In Crystal Reports for Visual Studio .NET 2002 or 2003, both Web and Windows applications are built from a common structure: • A Web project. • A Windows project. Therefore a common set of instructions can be given for setting up your project, with only minor variations for the Web or Windows versions of the project. The procedures in this section must be completed in succession: • Creating a New Web or Windows Project • Applying Standard Project Settings • Preparing the Web or Windows Form • Adding a CrystalReportViewer Control Creating a New Web or Windows Project in Visual Studio .NET 2002 or 2003 Before you create a Web or Windows project, verify that Crystal Reports for Visual Studio .NET 2002 or 2003 has been installed on your system. See Appendix: What Needs to be Installed?. Note Use a Pascal naming convention: set the first letter of the project name to uppercase (because the project name also becomes the namespace name for the assembly generated from the project). Creating a New Web Project in Visual Studio .NET 2002 or 2003 To set up a Web project in Crystal Reports for Visual Studio .NET 2002 or 2003 1. Launch Visual Studio. 2. From the File menu, select New, and then click Project. 3. In the New Project dialog box, click either Visual C# Projects or Visual Basic Projects from the Project types list. Web and Windows Deployment Copyright © 2004 Business Objects Page 12 4. From the Templates list, click ASP.NET Web Application. 5. In the Location field, replace the default project name with the name of your project. The sample below assumes that your server name is http://localhost. [Visual Basic] http://localhost/MyProjectNameVBNET [C#] http://localhost/MyProjectNameCSharp 6. Click OK. Creating a New Windows Project in Visual Studio .NET 2002 or 2003 To set up a Windows project in Crystal Reports for Visual Studio .NET 2002 or 2003 1. Launch Visual Studio. 2. From the File menu, select New, and then click Project. 3. In the New Project dialog box, click either Visual C# Projects or Visual Basic Projects from the Project types list. 4. From the Templates list, click Windows Application. 5. In the Name field, replace the default project name with the name of your project. 6. Click OK. Applying Standard Project Settings in Visual Studio .NET 2002 or 2003 A few minor modifications must be made to the project settings to configure the project to work with the tutorials in this documentation. Note Flow layout uses plain html without pixel placement instructions. This generates thinner, more readable html code. The use of flow layout has been adopted in all tutorials and sample code that are supplied with the help documentation. To modify project settings for a Visual Basic project in Crystal Reports for Visual Studio .NET 2002 or 2003 1. In your Visual Basic project, right-click the project name (the name in bold that is just below the solution name in Solution Explorer), and then select Properties. 2. In the Property Pages dialog box, expand the Common Properties folder, and click Build. 3. On the OptionStrict list, click On. Note As a best practice, it is recommended that you enable OptionStrict at the start of any Visual Basic project. When you write code, it forces the use of best practices with strongly typed variable declarations and valid casting, both of which are checked at compile time. Compile-time checks that are strictly enforced can reduce run-time exceptions. Web and Windows Deployment Copyright © 2004 Business Objects Page 13 4. In the same folder, select Designer Defaults. On the Page Layout list, set the value as follows: • In a Windows project, set the value to Grid. • In a Web project, set the value to Flow. To modify project settings for a C# in Crystal Reports for Visual Studio .NET 2002 or 2003 1. In your C# project, right-click the project name (the name in bold that is just below the solution name in Solution Explorer) and click Properties. 2. In the Property Pages dialog box, expand the Common Properties folder, and click Designer Defaults. On the Page Layout list, set the value as follows: • In a Windows project, set the value to Grid. • In a Web project, set the value to Flow. Pr
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