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OpenWells Export Change Import OutputReport

This document provides steps for customizing an OpenWells output report by exporting the existing report files, editing them, and then importing the customized files back into OpenWells. The steps include exporting the .rpt and .xml files, editing them to modify report properties like the title and labels, and then importing the customized files and setting them up for use in the reporting tools. Additional configuration is needed for newer versions to optimize report generation speed.

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rajesh
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106 views

OpenWells Export Change Import OutputReport

This document provides steps for customizing an OpenWells output report by exporting the existing report files, editing them, and then importing the customized files back into OpenWells. The steps include exporting the .rpt and .xml files, editing them to modify report properties like the title and labels, and then importing the customized files and setting them up for use in the reporting tools. Additional configuration is needed for newer versions to optimize report generation speed.

Uploaded by

rajesh
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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TITLE

How to export, change, and import an OpenWells Output Report?


How to customize a Landmark printed report?

ANSWER

Below are the steps needed for modification of EDM Output Reports. Additional information
can be found in the OpenWells Help under the following Topics:

 EDM Administration Utility Explorer


 EDM Output Reports
 Creating EDM Output Reports
 Export Command
 Import Command
 Available Output Report Types

Also, see the document: C:\Landmark\EDT_5000.1\Documentation\EDM Reporting User


Manual.doc

Export the report *.rpt file for modification.

1. Open the EDM Administration Utility.


2. Expand the EDM Output Reports option.
3. Expand the Landmark icon/folder.
4. Expand the Report Type (i.e. Casing, Cementing, Daily Operations, etc.) folder that
matches the category of the report to be modified.
5. Expand the Report Name (i.e. OpenWellsDDR, etc.) folder of the report to be modified.
6. Do a Right-Mouse click on the Crystal Report (*.rpt) file that needs to be modified and
select Export.
7. The export should prompt for a folder file path. Below is a suggested file path to save
the existing "Landmark" report in:
C:\Landmark\OpenWells\OutputReports\Landmark\ReportType\ReportNam
e
Note: New folders will need to be created beforehand for the file path. A suggestion
name for the ReportType folder might be the category (i.e. Daily Operations, Casing,
etc.) and suggestion for the ReportName folder might be OpenWellsDDR. A confirmation
message will specify that the file has been exported to the file path that was selected.
Note: A report name cannot have a space.

Export the report *.xml file.

1. In the EDM Administration Utility, then perform Right-Mouse click on the Configuration
(*.xml) file for the report to be changed and select the Export option.
2. Store the file in the same file path as the .rpt file above.
Copy the .rpt and .xml files and rename the files to the desired name for the custom
report.

1. Copy and paste the two exported files (*.rpt and *.xml) into the following suggested file
path:
C:\Landmark\OpenWells\OutputReports\Custom\ReportType\ReportName
Note: New folders will need to be created beforehand for the
\Custom\ReportType\ReportName part of the file path.
2. Rename the ReportName folder above and the report files to the desired names for the
new custom report. Do not change the file suffixes.
Note: A space character cannot be used in the report folder name or file names.
For this example, then the Report Name folder is OpenWellsDDRNoCost and the two
files names are:
OpenWellsDDRNoCost.rpt and
OpenWellsDDRNoCost.xml.

Edit the custom .xml file.

1. Open the new *.xml file in NotePad.


2. Make the appropriate modifications to the file. Below are some example modifications
that would need to be made to a *.xml file.
a. Do not change the name or content of
the "<schema_file>OpenWellsDDR.xsd</schema_file>" section.
b. Change "<main_report>OpenWellsDDR</main_report>" to
"<main_report>OpenWellsDDRNoCost</main_report>"
c. Change "<title>Daily Drilling Report</title>" to "<title>Daily Drilling Report (No
Cost)</main_report>"
This modifies what is shown in the Move Bar at the top of the Print Preview window.
d. Change "<report_labels report_name_L="Daily Drilling Report" site_name..."
to "<report_labels report_name_L="Daily Drilling Report (No Cost)"
site_name..." This modifies the title on the report.
e. Change "<display_text>Daily Drilling Report</display_text>"
to "<display_text>Daily Drilling Report (No Cost)</display_text>" This modifies the
Report Name that is seen in OpenWells when the user chooses to Print or Print Preview a
report.
3. Save the changes to the *.xml file.

Edit the custom .rpt file.

1. Open the *.rpt file in the appropriate version of Crystal Reports and make the desired
changes.
2. Save the file.

Import the new custom report for use in the applications.


1. Go back to the EDM Administration Utility, expand the EDM Output Reports
icon/folder.
2. Expand the Custom icon/folder, perform Right-Mouse click on the Custom folder, and
choose New Output Report Type.
3. Next, select the matching category (i.e. Casing, Cementing, Daily Operations, etc.) that is
appropriate for the report that has been modified/created. Do not change a category
name.
4. Perform Right-Mouse click on the Report Type folder and choose the New Output
Report option. A dialog-box/wizard will open that will ask for the report folder path
and report folder name. Use the new report folder name. For this example the name
is OpenWellsDDRNoCost.
5. Click on the Browse button for the folder path and drill down to the file path where the
*.rpt and *.xml files are stored. Only these two files should be in the Folder Path in order
for the import to work correctly.
6. Click on the Next > button. This shows the files (*.rpt and *.xml) that are about to be
imported into OpenWells in a grayed-out condition.
7. Verify the file names and click the "Finish" button.
8. Next, verify that the report and files were imported. Expand the Report Type folder
(Daily Operations in this example), under the Custom folder and expand the Report
Name folder and verify that the *.rpt and *.xml files are there.

If using EDT version 5000.1.4.x or a prior EDT version, then all the necessary changes have
been made and the report can be tested. When the Print and Print Preview options are chosen in
the applications, then the new report should be available for selection.

If the EDT version is 5000.1.5 or later, then a newer EDM Report Manager is in use and some
additional steps are needed for the report. The new Report Manager pre-loads and pre-
queries reports when the application is opened, so these steps are not needed when a report is
run. Thus the reports run faster. However, reports that have schematics do not really show any
improvement in report generation time.

In EDT 5000.1.5 and above, then the following additional steps are needed.

1. After following the steps above and creating a custom report which includes the 2
files: *.rpt and *.xml and importing the files into the EDM Administration Utility in order
to create the new custom report.
2. On a computer that is used to run the report, then delete folder: cache in the path
C:\Documents and Settings\<username>\Local Settings\Application Data.
3. Launch OpenWells and generate the new custom report. This re-creates the cache folder
with the new report files.
4. The custom report folder in the cache folder will have the two report files *.rpt and *.xml
and two new additional files for the report. All four files for the report need to exist in the
database. Therefore, in EDM Administration, delete the report, then re-create the report
in EDM Administration and import all four files during the report creation.
5. A new Report Setup option exist in OpenWells 5000.1.5 and above. After the new report
has been imported, then in OpenWells perform Tools > Report Setup and select the
Report tab. Next, scroll down to find the record for the newly added Crystal Report, and
select the PreQuery and PreLoad options if desired. These options will speed up the
report generation, but there is a trade off that the report has to go through pre-load and
pre-query when OpenWells is launched. Select the pre-load and pre-query options only
for reports that are used often.

If a custom report needs to be changed again in the future, then:

1. Export the *.rpt and *.xml files from EDM Administration.


2. Delete the report folder and report files from EDM Administration.
3. Perform the instructions above beginning with the section: Edit the custom *.xml file.

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