Creating versions

Generally, report result versions are created when an end user runs a report using Advanced Run or Schedule Run. However, to create a new version for a report, library component, or catalog, you have to publish them respectively from outside of JReport Server, and then make the old and the new share one common resource node. Versions of a dashboard are generated by saving the dashboard, and each saving action will create a version in the dashboard.

Creating report, library component, or catalog versions

The method for creating a new version to a report, library component, or catalog is by publishing a resource of the same type with exactly the same name to the same location on JReport Server. For how to publish, see Publishing resources.

When publishing resources, you need to apply an archive policy so as to make the published resources saved into the existing resources as a new version.

Note: Catalogs are by default not displayed in the server resource tree on the JReport Console page. In order to perform operations on catalogs published from outside of JReport Server on the JReport Console page, you need to enable them to be displayed first by setting the web.page.option.show_catalog property to true in the server.properties file.

Creating report result versions

A report result version can only be created by advanced running the report or by scheduling the report to publish it to the versioning system on the JReport Console page.

When advanced running a report, in the Archive tab of the Advanced Run dialog:
1. Specify where to save the result version by setting the Archive Location option.
  - To generate the report result version in the built-in folder, select Built-in Version Folder.
  - To generate report result version in a standalone resource node in the resource tree, select My Reports Folder or Public Reports Folder, and then provide the path and resource name information in the corresponding box.
2. Apply an archive policy to the version as required and submit the task.
Then, when the report finishes running, a report result version will be generated to the location specified.
When scheduling a report to publish it to the versioning system, in the Publish > To Version tab of the Schedule dialog:
1. Specify where to save the result version by setting the Archive Location option.
  - To generate the report result version in the built-in folder, select Built-in Version Folder.
  - To generate report result version in a standalone resource node in the resource tree, select My Reports Folder or Public Reports Folder, and then provide the path and resource name information in the corresponding box.
2. Apply an archive policy to the version as required and submit the task.
Then, when the schedule task is finished, a report result version will be generated to the location specified.

Creating dashboard versions

After a dashboard is saved into the server resource tree, you may want to update or modify it, and then save the changes, which will add a new version in the dashboard.

Notes:

The resource path and name refers to the resource path and name in the resource tree. For instance, /foldername/filename.
For The Public Reports folder option, the first slash mark (/) refers to the Public Reports folder in the resource tree, and the folder name (foldername) refers to an existing folder in the resource tree.
For The My Reports folder option, the first slash mark (/) refers to the My Reports folder in the resource tree, and the folder name (foldername) refers to an existing folder in the resource tree.
When generating report result versions in an existing standalone resource node in the resource tree, for example, creating a new version for a resource node, you should make sure to provide the path and name of the existing resource for The Public Reports folder or The My Reports folder option.