This utility activates and defines the print feature for Forms
Control and can be accessed from the Customer Forms window
on the Company Parameters.
Crystal and Jasper Reports provide laser style print format options
with flexibility customizing reports and documents, using company
logos, duplex printing, etc.
Crystal Reports is a third-party reporting software that can be
used to design documents that can be viewed or printed as a
document, or exported to an Adobe Acrobat for storage or emailing.
Crystal documents are generated from the Client.
Jasper Reports is a 'Open Source' product used to design documents
that outputs the form to the screen for printing. Jasper documents
are generated from the Server.
Note: If Crystal or Jasper reports is activated for Forms
Control, then Nebs forms cannot be used for printing
Statements.
If invoices or Check Lists for a division are printed using Jasper
forms the divisional printer setup in Daily
Close Printers or Check List Printers
is not respected, because Jasper forms print output to the Client
screen.
To use double sided printing, refer to Customer Forms And Duplex Printing for more details on the duplex print feature.
For Jasper Forms:
Jasper will support most standard image format, such as GIF, JPG,
PNG, etc.
Setup the file name including full path on the Server in the
Company Logo Image Path field in the "Jasper Appearance and
Formatting" window.
Jasper Terms:
Terms print on the back of all Jasper forms that are setup to print
duplex in the Customer Forms Document
Mapping window, where the duplex format can be triggered by
adding a _D to the end of the relevant document names.
The content of the Terms can be setup in a layout of one or two
columns as defined in the Jasper Appearance and Formatting
window, with the content stored by language under resource property
on the server as part of the content of the Language Label
file.
The standard text size for the Terms printed on the back of a
Jasper document is size 6 font, however if your "Terms and
Conditions" do not fit properly on the standard duplex form, select
the print program that uses size 5 font for the Terms.
The duplex Jasper forms that offer the reduced print font size
include:
Jasper Terms:
Jasper documents do not use Document Label
Fields. Instead a "reportsLabels" file is used to setup the
text and labels for the two preferred languages, as explained below
in the Jasper Appearance and Formatting window.
Note: Signature Capture is not available with Jasper Forms 3.0 or on Web App or Open Client sessions that must use Jasper Forms.
To utilize A4 size paper on a workstation, in the 'Windows
Printer Setting' window for the Windows Default printer,
click on the Printing Preferences and set the "Paper Size" in the
'Advanced Options' window.
Following are the steps:
A window in Printer Codes for use with printer type WIN-CRT, can be set to cause documents, inquiries, and reports, to respect A4 or Letter paper size requirements.
To use A4 paper with Crystal reports the print programs are controlled by the Custom Report defined in the Document/Forms Mappings window and can be activated for all divisions or selectively by operator division as defined in Operators.
Jasper reports uses the same program in the Document/Forms Mappings window for both A4 and letter size paper.
Note: With Jasper forms, the email addresses defined in the Customer Information / Vendor Information are included in the XML data for each document, to enable a printer with the capability to scan the document and automatically emailed it to the associated addresses.
All emails including automated emails are noted in the email log file that can be reviewed in View Email Log in a display only format.
When the environment variable TSI_REPORT_COUNT is set, a line is
added to PRODATA/report_count.txt indicating the type of
report.
The report_count.py can be used to report on statistics.
The environment variable TSI_REPORT_COUNT can be to 'Y; to
always log a count, or it can be set to a YYYYMMDD string or
substring as follows:
Contact Texada Support for more information on purchasing and activating the Crystal Report software.
Note: If a company uses Crystal Reports, run this utility after
any update is imported in order to ensure that the file definitions
are updated correctly.
Running Load Global Update also generates
this Crystal Report Layout update.
Before initiating these controls, it is important to confirm that no one else is printing any counter documents.
Note: Jasper PDF can be used for label printing, even though the Jasper document printing option is not selected, however Jasper reports must be installed and activated in the Barcode Settings of the Company Inventory Parameters.
Note: Jasper documents printed from a Play company environment include a note in the header Comments to identify that the document is not generated from a "Live environment".
The Jasper setup controls include:
Note: For a Windows server, the logo path separators must be \\
(double backslash) instead of \ (single backslash).
e.g. c:\\scsbin\\jasper\\reports\\texadasoftware.bmp
For Linux the separators are / (single forward slashes)
e.g.
/usr/local/tsi/jasperreport/reports/texadasoftware.bmp
On Jasper documents, the logo prints according to the document
division.
On Jasper statements, the logo prints according to the customer's
division set in Customer
Information.
Refer to Jasper Document Terms and Conditions for information on the how to change the property file for all field labels, and how to modify the terms and conditions for duplex version.
Alternatively select PDF to print the terms and conditions from the defined PDF according to the customer's language preference.
The standard language code file distributed with the SRM software for text and label sets on the document, is the English resource called 'en US' by the ISO government standards.
The static labels for this language are distributed with the software in the $JASPER_INSTALL_DIR/reports directory on the server in "reportLabels_en_US.properties".
Depending on the language code and country code, a company could
have multiple property files.
The two files distributed under $JASPER_INSTALL_DIR/reports
directory on the server are "reportLabels.properties" and
"reportLabels_en_US.properties".
To customize a language file, make a copy of
"reportLabels.properties" and use any editor to modify the labels
on the right.
Do NOT makes changes to any part of the property label on the LEFT
side of the equals (=) symbol.
Then save the updated file with the appropriate name in the
$JASPER_INSTALL_DIR/reports directory.
e.g. "reportLabels_fr_CA.properties"
Confirm that the value in the Alternate Language Encoding
field matches the language of this translation file.
Click the EDIT FORMS button to use the Directory Browser utility to edit the forms and labels in the /usr/local/tsi/jasperreport or c:\scsbin\jasper folder, allowing download, upload, and delete of files.
Note: On a SAAS environment (Software As A Service), it will provide the ability to view the default forms, or edit the saas-customer-specific directory, allowing upload, download, and delete of files.
The selected debug option is then displayed as the button label.
Log Forms Errors:
If a Jasper form is triggering "Unable to generate form" errors, a
detail log can be created to analyze or to forward to Texada
Support for assistance.
To cause the log to be generated, create the file
c:\scsbin\tsi_jasper.dev on the server.
Then the next time a Jasper document fails (e.g. can't find logo
name) the View A Text File window will
open displaying the Jasper error log.
The document will not print but the forms error will still be
displayed.
Uncheck this box to print all documents in the selected Forms Control format without prompting. e.g. 30 or 40
Up to 999 temporary working directories on the server are used
to build the data each time a document is requested before the
report can be sent down to the Client, to allow simultaneous
document printing.
Directories are re-used after 2 days.
This parameter only applies to Jasper forms.
For Jasper rental documents including Contracts, Reservations, and
Quotes, this parameter can be checked to cause the first 5 rates
associated with the specific product on each line item to print,
instead of the rate codes flagged globally by the company/division
ratebooks.
Check this box if product rates should not be printed on the
P.O. detail line for rental products ordered from a Contract.
Uncheck this box to print the product rates on the P.O. detail
line.
The product Notes and the Rental Period always print on the
Jasper P.O. details.
Refer to Contract/Purchase Order Link
Overview for more details.
Note: Exceptions could occur due to Pro-rating or Over-time hours as controlled by the Rental Product Class.
Uncheck this box if the documents should always print the partial day period even when billing a full days rental.
Running Load Global Update also generates this Report Layout update.
Example:
The customer's signature is captured using PDF.
On each client workstation, \scsbin\pdfinst.bat must be run
to install the "PDFCreator" printer driver. PDFCreator version
0.9.3 or higher is required.
Window7 requires version 0.9.9 or higher.
Printing uses the PDFCreator auto-save feature, and will overwrite
any existing auto-save settings that may be in place on the client
workstation.
Note: Signature Capture is not available with Jasper Forms 3.0 or on Web App or Open Client sessions that use Jasper Forms.
Signature Capture only occurs when the document is actually
printed. It does not apply when viewing the document on the
screen.
In the expanded document detail record in Custom Crystal Report
Mapping, the mandatory/optional signature requirement or
document archive, can be set by document type, by division for
Crystal forms.
Setup and activate the Signature Capture Settings as follows:
Type FILE to capture the customer's signature copying it to a
file in a directory accessible from the Client.
The File is read only, but if saved to a Windows shared directory,
then there is the risk that signature documents can be changed or
deleted.
Type FTP to capture the signature copying it to an ftp server
accessible from the Client.
Capturing to an FTP server is more secure than capturing to a file.
A password protected FTP server and also a Web server can be setup
on the same computer so that the protected FTP server is used to
update the signature and the Web server is only used to view the
signature documents.
Note: All client workstations have to use same type of signature pad for each company code.
Share C:\Docstore as readable and writeable.
Share name is "Docstore".
Share C:\Docstore\SignedDocs as read-only.
Share name is "SignedDocs".
Distribute this name\link as the location where staff go to view
documents.
Example directory path setup for FILE:
Storage Mode..: FILE SAVE TO DIRECTORY Capture Exe...: TS751_sigpad.exe Directory Path: \\<computer name>\Docstore\SignedDocs User Name.....: Password......:
Note: Signatures and document will not be saved in Play and
Training company environments, unless the Directory Path ends in
"play", "trng", or "training".
e.g. <computer name>\\Docstore\SignedDocs\Play
The Directory Path for FTP capture is the server
name or IP address with the directory where the files are to be
placed.
Example setup for FTP:
Storage Mode..: FTP SAVE TO FTP SERVER Capture Exe...: TS751_sigpad.exe Directory Path: 111.222.33.4/docstore User Name.....: XXX Password......: YYY
The files are stored according to the Directory Path, in subdirectories by the Company Name\Doctype\Docno. This way documents can be kept separate if there are separate companies.
Contact Texada Support for assistance with the setup.
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