[OPEN-ILS-GENERAL] Creating Database Sources for reports

[Rayner, June]

We did this (with Galen's help) and I will try to elaborate on his answer.



Here's what we did

1.  Created some additional views in the extended reporter schema

2.  Save a copy of the original fm_IDL.xml

3.  Add information about the new views to /openils/conf/fm_IDL.xml, using previous entries as a model.   Make sure you're the opensrf user when working with this file.



a class definition with the following attributes

                                id

                                controller="open-ils.cstore"

                                ils_obj:fieldmapper="extend_reporter::long_name_of_view"

                                oils_persist.readonly="true"

                                reporter:core="true" (if you want this to show up as a "core" reporting source)

                                reporter:label

For each column in the view or query output, add a field element and set the following attributes.   Make sure these are wrapped in the fields container element:

                reporter:label

                name

                reporter:datatype (which can be id, bool, money, org_unit, int, number, interval, float, text, timestamp, or link)



For each linking field, add a link element with the following attributes, wrapped in the link container element:

                field (should match field.name)

                reltype ("has_a", "might_have", or "has_many")

map ("")

key (name of the linking field in the foreign table)

class (ID of the IDL class of the table that is to be linked to)



4.           Update the version of fm_IDL.xml used by the reporter

cp /openils/conf/fm_IDL.xml /openils/var/web/reports/fm_IDL.xml



5.  Run autogen as the opensrf user

/openils/bin/autogen.sh

6.  Restart C as the opensrf user

osrf_ctl.sh -l -a restart_c

7. Restart reporter.    We're running all on server, I think you need to do something slightly different  with the -l option here for other configurations

opensrf-perl.pl -l -action restart -service open-ils.reporter -config /openils/conf/opensrf_core.xml -pid-dir /openils/var/run

8.  In the Evergreen Staff Client, you will need to either restart or clear cache (via Admin | For developers | Clear cache).



If do you any upgrades, you'll want to compare the new fm_IDL.xml to the one you modified, and if there's differences add your views to the new fm_IDL.xml.     Be careful because this file is used by the entire application and not just the reporter.



Hope this helps.



-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Galen Charlton
Sent: Thursday, February 17, 2011 2:05 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Creating Database Sources for reports



Hi,



On Feb 17, 2011, at 1:25 PM, Tim Spindler wrote:

> I was playing around trying to add another database source.  I thought all  you had to do was create view in postgres but apparently not.  My view is not showing up in the list of sources.  I was wondering what you needed to do if you wanted to create a different source?



*Very* briefly, the table or view also should be defined in fm_IDL.xml for it to show up as a reporting source.  Hopefully somebody will jump in with a more detailed answer, but I hope this gets you started.



In haste,



Galen

--

Galen Charlton

VP, Data Services

Equinox Software, Inc. / Your Library's Guide to Open Source

email:  gmc at esilibrary.com<mailto:gmc at esilibrary.com>

direct: +1 352-215-7548

skype:  gmcharlt

web:    http://www.esilibrary.com/


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