In CRD, you have the option to configure many different aspects of how the software performs. You can access the configuration options by clicking the Options button at the top of CRD. This will bring up an Options window. The first tab we will look at is the General tab. It is broken down into three sections: User Experience, Error Handling, and Misc. Below, we will take a closer look at each of these sections.
The User Experience section of the General tab contains the following fields:
Customer #: The value that should be listed here is your individual customer number, which is provided by ChristianSteven when you purchase CRD. It identifies you in our billing and tech support system and allows you to log support tickets through CRD itself. Once you receive your customer number from ChristianSteven, you should input it here (if it is not already listed).
Note: If you are using the free trial version of CRD, no value will be listed here and this field will be left blank until you purchase CRD. If you are experiencing issues with CRD during your free trial, contact your Sales Manager. You will be unable to log a support ticket through CRD.
Automatically Refresh Desktop: When viewing the CRD desktop (especially when using "Detail" view), this option will refresh the screen at the interval of seconds you specify. This will allow you to see an up to date status of your schedules at a glance without having to refresh the system manually.
Only Convert Remote Paths to UNC: This setting instructs CRD to only convert remote paths to UNC. This helps prevent any path resolution problems you may otherwise have. Local paths are not affected if you are a system administrator.
Always Prompt Me for Reports Print Date Before Manual Execution or Preview: This setting instructs CRD to prompt you for the print date for the report when carrying out manual executions of schedules or when previewing reports. You can then choose between today's date or another date you specify.
Note: This option is not available for users running Crystal Reports 2008 or later.
Use the Process Watcher for Manual Executions: This setting instructs CRD to use the Process Watcher for manual executions. This allows you to see the status of the schedule in a pop-up while it is running.
Use Relative Time: This setting lets you select whether timing should be displayed and saved in the time zone of the scheduler or the time zone of the user (if they are different).
The Error Handling section tells CRD what to do when CRD encounters a problem. You can choose between the following options:
Send an Email: Choose to be notified by email if a report fails to run successfully. You can specify any email address in this field as long as it is valid.
Send an SMS: Choose to receive an SMS text message on your cellphone if a report fails to run successfully. This can be any phone number as long as it is valid.
Close Oops Messages after X Seconds: Automatically close any error messages after a specified amount of time.
Note: An error log file is stored in the installation folder (typically, Program Files\Christiansteven\CRD). You can also view the log file from the System Monitor.
The Miscellaneous section houses various configuration options, including:
Refreshing Schedules: CRD stores a copy of your Crystal report locally. If you make changes to the source file, you will need to refresh the local copy (See Refresh for instructions on how to do this). CRD will not only refresh the report structure but will also replace the record selection formula. If you have made local changes to the record selection formula, then check this option if you DO NOT want CRD to replace those changes.
Compacting the System: This option is no longer available with current versions of CRD, and you cannot modify this checkbox. Older versions of the software may have this option available, but it is no longer supported.
Pre-caching of reports: Pre-caching is effective when there are multiple destinations in a single schedule. When switched on, the report is exported once and then CRD works on the result locally to produce the various formats required by the different destinations.
If it is switched off, the report will be exported multiple times, once for each destination format. If your report is resource-hungry then this could cause a high load on your database server and network.
If your report takes a long time to complete (e.g. 1hr), then the second and third destinations could end up having different data if the database was updated during that time. Switching on Pre-Caching ensures that all destinations receive identical data in their report.
Sync User Defaults across all clients: If you have multiple installations of CRD and all of them are connected to the same database, you can select this checkbox to sync the User Defaults on this installation of CRD with the other installations.
Load folders in main UI on demand: This option has CRD only load folders in the main user interface window once you have clicked on them. This is especially helpful if you have a lot of schedules. Without this option being checked, CRD will attempt to load all folders each time it is used. This causes the software to lag and be very slow and unresponsive.
Note: This option should be automatically checked once you being making schedules.
Show recent outputs in main UI: In the bottom left of the main User Interface window of CRD, there is a small Recent Outputs tab. This tab will allow you to view all of the outputs (emails, pdf, images, etc.) that CRD has done. Having this box checked enables CRD to store this output information there. If you uncheck this box, no output information will be listed in the Recent Outputs tab.
Enable system verbose logging: Verbose logging allows CRD to record more details regarding schedules, outputs, files, errors, etc. It is especially helpful should CRD experience issues where technical support or Development would need to troubleshoot. Having this enabled does not impact user functionality in any way. Unless otherwise advised, please leave this option checked.
Show Inserts screen where appropriate: When creating schedules and adding a destination for the schedule to output to, you can choose to have an insert screen display which will provide you with a list of available constants (i.e. CurrentDateTime, CurrentMonth, EndLastYear, etc.). If you do not wish to display this screen, uncheck this box.
Automatically check for updates: Checking this option will ensure that CRD automatically checks for and alerts you when an update is available. If you do not have this option checked in CRD, you will need to manually check for updates to CRD by following our Product Info & Updates blog.
Use alternative preview method: CRD has two possible methods of previewing reports - with the SAP Crystal Reports Previewer or as an image. By default, CRD uses the Crystal Reports Previewer. Checking the box next to the "Use alternative preview method" option will switch the preview method to previewing the report as an image. This method may be much slower depending on the data in the report.
Next, we'll take a look at the Messaging Settings portion of the Options tab.