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Page 11

Introduction & Key Benefits

Visual CUT lets you schedule periodic and exception reports for exporting, bursting,

e-mailing, and printing. E-mail messages, export file names and folders, number of copies, and

many other options can incorporate dynamic content from fields/formulas in the report via

a drag & drop user interface. The main benefits of Visual CUT include:

E-mail

a dynamic-content message for the report as a whole or for each Group Level-1 via

the widely supported SMTP standard. A variety of options are supported including queued,

archived, secured (NTLM, CRAM-MD5, SSL, STARTTLS), encrypted, and signed

messages. Message bodies and options (subject, From, To, cc, bcc, priority, attachments) can

incorporate dynamic content from fields/formulas in the report (via a drag & drop user

interface) and can be formatted as HTML .

Export

the report as a whole or

Burst

each Group Level-1 to a variety of file formats,

save the results to dynamically named disk files/folders and include them as attachments to

email messages.

Schedule

exporting, bursting, emailing, and printing of reports based on parameters and

options you specify (and save) during an interactive session.

Control and Invoke

processing of Crystal reports using command line arguments. A full

command line interface allows calls from batch files, schedulers (including the free Windows

Task Scheduler), desktop shortcuts, or any other program.

E-mail Alert Messages and Exception Reports

by scheduling exception reports

with an option that aborts processing when the report has zero selected records.

Special Capabilities

include:



HTML exports (including charts & logos) can be embedded in email message bodies.



PDF exports can include Color-Coded Bookmarks & Table of Contents for easy

online & hardcopy navigation.



PDF exports can be password protected (128-bit or 256-bit AES encryption) and/or

restricted (for example, prevent editing).



PDF files can be Merged

(and bookmarks added) to create mixed page layouts, combine

& staple output.



PDF files can be Merged to create multiple Layers inside a single pdf file.

Within Acrobat reader, users can then turn the visibility of each layer on or off.

This is particularly useful for map layers. You can control the naming and initial

visibility of each layer.



PDF files can be linearized (web-enabled) for faster opening from a web url.

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

Export/Burst to BMP, JPEG, WMF, EMF, EPS, PNG, TIF or GIF Image Files

(via an option to convert PDF files to image files).



Add web, email, or file links (hotspots) with optional text to PDF files.



Add an image with an optional hotspot to PDF files.



PDF Forms can be Filled (and optionally flattened ) using Crystal formula values.



PDF Exports can generate Form Fields based on formulas placed on the report. This

means that you can use Crystal Reports to design pdf forms, and Visual CUT to

generate and distribute these forms.



PDF files with embedded files and drill-down links can be created.



Bursting to Excel can generate either a separate excel workbook file for each Group or

multiple sheets (tabs) within a single workbook.



Excel exports can be inserted as tabs in a specified excel file to create briefing books.



Excel exports can display auto filter interface.



Excel exports can be password protected.



Excel pivot tables can be generated automatically.



Multi-tab excel exports (due to 65,536 row limitation) can be merged and converted

into single-tab .xlsx files.



MS Word template documents can be filled (mail merged) with Crystal field/formula

values and saved/emailed to dynamic destinations.



Text exports can be embedded in email message bodies.



Text exports or files can be merged into new or existing files.



Export to multiple file formats in a single pass.



Print to multiple printers in a single pass.



Print Burst so each Group Level-1 becomes a separate print job.



Split the printout of a pdf file to different printer trays.



FTP files to dynamically named web server folders using simple or secure connection.



Auto-Refreshing Web Dashboards



Zip and password protect files for secure single-file emailing of report exports.



ODBC Exports can replace or append to existing tables, This provides ETL (Extract,

Transform, Load) and scheduled data snapshot functionality.



Capture incoming emails into a database and use them to trigger reports and

database updates.

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Page 13

Install / Remove

Selecting a Version: 8.5, 9, or 11 (XI R2)

In most cases, you should install version XI R2. It can run all .rpt file versions, including 7, 8,

8.5, 9, 10, XI, 2008, 2011, and 2013. Running a Crystal 2008/2011/2013 report in Visual CUT

XI R2 is exactly like running it in Crystal XI R2. New features degrade gracefully and the report

runs as if it was a Crystal XI R2 report. Note: You can support new features by delegating

exporting/bursting to DataLink Viewer 2011.

You should install the 8.5 version only if your reports are using an old data source that is not

compatible with later versions of Crystal (such as Oracle versions below Oracle 7.3.4).

If you are using Crystal 10, both the 9 as well as XI versions of VC will run your reports (just as

Crystal 9 can run Crystal 10 reports). The parameter dialogs in version 9 are the same style as in

Crystal 10, and some users don't like the parameter dialog style in XI R2. You can install more

than one version on the same machine and compare.

Installation:

Make sure you install while being logged in as an Administrator on that PC.

1. Remove the old version: if you have a previous version installed, use the old msi file or the

Add/Remove control to remove it.

2. Extract the msi file to the local hard drive. Don't run the msi file from within the zip file.

Make sure the .msi file is placed on the LOCAL hard drive (not a CD or a mapped drive).

Installation (.msi) files have self-repair and on-demand installation (for other users)

functionality. Do not delete/move the msi file unless you removed the software.

3. Install the software by double-clicking the .msi file.

urlmon.dll message

You can ignore and click OK to continue if the installer shows a message about not being able to

update urlmon.dll.

Important steps After Installation

In post-XP Windows versions, the application folder (e.g., c:\Program Files (x86)\...) is write-

protected by default. When Visual CUT gets loaded for the 1st time, it redirects the key files

(Visual CUT.mdb, DataLink_Viewer.ini, ReportList.txt, ReportList.grd) to a MilletSoftware

folder under \ProgramData or \AppData. The best way to navigate to this location is to click the

Version Information button, and double-click the path information at the bottom of that window.

Be sure to give other users modify permissions to that folder. Otherwise, Windows will

automatically manage a dedicated version of these files for each user under a virtual store

folder: users\user name\appdata\local\VirtualStore\Program Files... (this can lead to odd

behaviors whereby saved settings are not available to other users or scheduled processing).

You can see an explanation of this at: http://www.west-wind.com/WebLog/posts/5584.aspx.

To allow administration of the smtpQ service, you may need to Right-click the Visual CUT.exe

and set it (Properties, Compatibility tab) to Run as Administrator (set the option to apply to all

users).

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PDF Processing Errors

If you get one of these errors: Error 429: ActiveX component can't create object , iSED.exe

registration error , 'error accessing ole registry' , 'Automation error The system cannot find

the file specified' or 'Out of Memory'

Some pdf processing options require the use iSED.exe as a component, which must be registered

while you are logged in as an Administrator.

Use Notepad to place the following command line in a batch (.bat) or command (.cmd) file:

"c:\Program Files\Visual CUT 11\ised.exe" -regserver

or, on a 64-bit machine:

"c:\Program Files (x86)\Visual CUT 11\ised.exe" -regserver

Right-click the batch file and select 'Run as administrator'

Avoid Installation on a Machine acting as a Crystal Reports Server (Crystal Reports

Server, BOE, SBS, MAS90, SAGE 100):

Due to the risk of runtime component conflicts, you should avoid installing the software on a

machine acting as a Crystal Reports Server.

Changing a Version (between 8.5, 9, or XI):

If you installed one version and then you decide to REMOVE it and install another version, be

sure to first rename the old Visual CUT.mdb file, since it is not identical across all versions. To

transfer settings from an old Visual CUT.mdb to the new one, follow these steps:

1. Open both Visual CUT.mdb files (old and new) in MS Access and copy all tables except

for Export_Opt from the old to the new.

2. If you installed to a new folder, copy ReportList.txt, ReportList.grd and

DataLink_Viewer.ini from the old folder to the new one.

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Page 15

Step 1: Select Report

After starting Visual CUT, you would see the following screen:

Use the

button to browse for and open a report for the first time. Previously selected

reports are listed in a grid and can be launched by double-clicking or by Right-Clicking and

selecting ‘Preview Report’ from the

popup menu.

Use the

button to reload a report (if changed and saved in Crystal).

To resize the grid columns, drag the borders between the column headers.

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To delete a report from the grid (but not from the hard drive) right-click a row and select

‘Delete Row’ from the popup menu. The grid information in maintained in a plain text file

(ReportList.txt).

Use the

button to access a dialog for setting various options. These options are

maintained in the file DataLink_Viewer.ini

Use the

button to open this User Manual as a pdf file.

Use the

button to access a dialog with Version (and system) information.

That dialog also has a button that allows you to check for software patches on my web site

and install them online. This patching mechanism is very fast since the patches are typically

very small (contain only file changes).

Use the

button to exit Visual CUT.

To delete a report from the grid (but not from the hard drive) right-click a row and select

‘Delete Row’ from the popup menu. The grid information in maintained in a plain text file

(ReportList.txt).

By dragging, clicking, or right-clicking the grid column headers you can apply various options

such as grouping the report by any column(s), hiding/showing any columns, sorting,

increasing/decreasing font size, etc.

When adding a report to the grid, Visual CUT populates the title and subject columns

automatically if it finds that information in the summary information for the report.

You set that information for the .rpt file in Crystal (under the file menu).

Let’s launch one of the sample reports (installed under the

c:\Program Files\Visual CUT\

directory in typical installations). You can do this by

1) Selecting that row and clicking the Preview Tab, or

2) Right-Clicking that row and selecting Preview, or

3) Double-clicking the row.

Note: the sample reports expect to find the Xtrete Sample Database (and an ODBC DSN for

connecting to that database) on your PC. The sample reports are named so that you know which

version of the sample database is expected (8.5, 9, etc.)

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Page 17

Step 2: Preview

The Preview Tab is an integrated viewer that would prompt you for any report parameters and

logon information required by the report.

Page 18

Speeding Up Report Previews

If you are opening a report in Visual CUT, you may wish to cut the time it takes to preview the

report so you can get to the business of changing some settings. This can be achieved by saving

the report with data in Crystal. When you open a report with saved data in Visual CUT, you get

the option to preview the report without refreshing the data.

Changing Processing Options without Previewing

All processing options are stored in Visual CUT.mdb. You can use MS Access to open that

database and edit processing options in the Report_Opt and Report_Export_Options tables.

Changing Login, Report Paths & Other Settings without Previewing

Visual CUT stores login information (strongly encrypted) for each report in the Login_Opt table

within Visual CUT database. Imagine your password to a data source used by 20 reports has

changed. Instead of previewing each of these reports just so that the new logging information is

captured, use the Options dialog, Process tab, to

‘

Change Stored Login Information

’ for all

reports. Similarly, use the 'Find & Replace Report Paths and other Saved Settings' button to

update Report Paths (in the database as well as in the grid) or other saved settings.

Page 19

Find & Replace Report Paths and other Saved Settings

This dialog allows you to search specific types of saved setting for string replacements.

For example, as shown below, if you turn on the 'Parameters' checkbox, only saved parameter

values would be targeted for Search & Replace:

Disabling Find & Replace Categories

In some scenarios you may wish to block the user from some or all of the Find & Replace

categories. To do so, you can set the following entry in the [Options] section of a

Master_DataLink_Viewer.ini file in the application folder:

[Options]

// Use ALL some combination of: Report_Paths, Email_Addresses, Email_Information,

// Export_and_Email_Attach_Files, Saved_Arguments, and Parameters delimited by '||'.

// For example, the following entry would disable only 2 categories:

Disable_Find_and_Replace_Categories= Email_Addresses||Email_Information

Page 20

Save and Reuse Named Parameter Sets

If you click the refresh button for a report that has at least 8 parameters (Options dialog allows

you to change that number), a Save button becomes visible in the following dialog:

If you click Save, the following dialog allows you to save the current parameters value set to

DataLink_Viewer.ini under a unique name for this report.

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