How to make V5 reports available in a Report Browser

Obtain the following information before starting the V5 report import activity:

• Identify the Application Name and Version key parts of the application rule that includes the RuleSet versions in which the V5 report rules belong. This identifies the source application. For standard reports in the Process Commander base rules, the application rule name is PegaRULES and the version is 06.01.ZZ.
• Make a list of the V5 report categories to which the V5 reports belong. For list view rules, this information is in the Category field on the Display Fields tab. For summary view rules, this information is in the Category field on the Contents tab. (If this field is blank, update the list view rule or summary view rule to assign it to a category. You can't add a V5 report with no category to the Report Browser.)
• Identify the Application Name and Version key parts of the application rule that users of the Manager portal will access. This is the target application; it may be the same as the source application, or may be an application built, directly or indirectly, upon the source application.

For V6.2:

Display the gadget by clicking > Reporting > Tools > Add Reports to Browser:

• Select the application and version for the reports you are adding to the browser.
• In the Owner field, enter "ALL" or an operator ID to give access to the whole team or a single team member.
• Select All Categories or a selection of specific categories to indicate the reports to add. You can add all of the reports of a given category, or none; but you cannot select a sub-set of reports from that category to add to the report browser.
• Specify the destination RuleSet and RuleSet version for the report shortcuts the gadget creates.
• Click Submit to add the reports, or Cancel to leave the gadget.

For V6.1:

Select > Application > Tools > Add Reports to Browser menu option to start the standard activity Rule-Obj-Report-.pzCreateCategoryAndShortcut.

To run this activity, you must be able to execute rules in both the source application (the application that contains the V5 reports) and the target application (the application that managers will use).

Complete the form, then click Submit. Results appear in a new window.

Parameter	Description
Application Name	Identify the first key part (Application Name) of the source application that includes the list view and summary view rules to be added. For rules defined in Process Commander (standard rules), accept the default value PegaRULES. Every list view and summary view rule is associated with a RuleSet, that in turn appears in the General tab of an application rule. Identify that application rule here. (If this application is built upon a second application, and that second application also contains list view or summary view rules that you want to make available, execute the activity for the second application also.)
Application Version	The second key part (Version) of the application rule. For V5 report rules defined in Process Commander itself, enter 06.01.ZZ.
Category	Identify a V5 category of V5 reports in the source application version. The V5.X Monitor Activity workspace uses the following four (V5) categories, but your application may have defined additional V5 categories: WorkAnalysis — Reports about resolved work objects. For a description of these reports, see Reports in the Analyze Quality category. AssignmentMonitoring — Reports about assignments. See Reports in the Monitor Assignments category. WorkMonitoring — Reports about open work objects. See Reports in the Monitor Processes category. PerformanceAnalysis — Reports analyzing work object history. See Reports in the Analyze Quality category. Three additional V5 categories, System, Data, and Rule, are typically not made available to application users. Don't confuse these V5 report categories with Manager portal categories. V5 report categories are defined by field value rules with Rule-Obj-Report- as the first key part and pyCategory as the second key part.
Owner	Optional. Enter an Operator ID to cause the activity to create shortcuts only for V5 reports with the specified owner. These shortcuts are placed in a category of the Personal type. If blank, the activity creates shortcuts only for V5 reports whose Owner is ALL, and these shortcuts are placed in a category of the Standard type.
New Application Name	Optional. Enter the first key part (Application Name) of the target application into which the Manager portal's Monitor Activity workspace the V5 shortcuts are to appear.
New Application Version	Optional. Enter the second key part (Version) of the target application.

The activity presents a summary of its operations in a pop-up window.

This activity creates Report Shortcut data instances for each V5 report in one selected report category appear in the Report Browser for a specific application, and also adds shortcuts to these V5 report rules. Processing depends on the Owner field — the final key part of the V5 report rule:

• If the Owner field has the value ALL, the activity creates the shortcut and a category of the Standard type (). This category and shortcut are available to all users of this Report Browser.
• If the Owner field has a value corresponding to an Operator, the activity creates a the shortcut and a category of the Personal type (). This shortcut is initially visible only in the Report Browser when accessed by that operator.

By interacting with the Report Browsers, managers can rename categories and shortcuts, remove categories and shortcuts, and share report shortcuts with other managers.

If the V5 reports require parameters, you can access the Report Shortcut data instances (using the Class Explorer in the Designer Studio). Complete the Report Parameters tab to supply parameter values. See About Report Shortcut data instances.

This activity creates instances of the Data-Report-Shortcut class and Data-Report-Category that together define the contents of a report browser. To include them in a ZIP archive, you can reference these instances (identified by pzInskey) in a product rule, in the Individual Instances to Include array on the Contents tab. VERIFY

Execute the activity for each category that contains one or more V5 reports that you want to make accessible from the Report Browser.

If multiple versions of the application rule are in use, run the activity for each version.

The activity results are saved in a data instance, not in a rule, that is specific to a single system. This means that you must repeat the activity processing in each system, for example development and production.

Because the activity does not create duplicate categories or report shortcuts, you can run it multiple times for the same category, if additional list view or summary view rules are created.