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(CRS)
Using the Book Publishing Wizard
(December 2008)
Author
Version
Date Issued
Howard Markillie
1.1
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Contents
1
BACKGROUND....................................................................................................3
PREPARATION....................................................................................................3
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1 BACKGROUND
The Charter Consolidation and Reporting System (CRS) has been deployed using a class
leading remote access solution from Citrix.
This solution allows users to access the central CRS application from locations across the
Charter group, and also from home and other locations when away from the office, over the
internet in a secure manner using virtual desktops generated on the Citrix servers.
3 PREPARATION
You can only print out information that has been entered into or generated in the database, so
BEFORE you attempt to publish a book of reports, you must make sure that for the Current
View that you wish to print:
All of your data has been entered and Sent to the database
If you numbers are final then all validations should have been cleared
If you are printing a large book, that other people are not printing to the same printer
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Note: If this option is not available, please contact the Help Desk so that your
security can be updated
Print to a printer
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Copied from one of the above to use outside CRS (via your T: Drive)
o Use this route to email the book to other users
Select BPC Web PDF and check the Make Single PDF File option
Important: You should ensure that you check the Make Single PDF File option
If you dont, you wont be able to select a destination folder for you .pdf file
Click on Next
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Select Local
Browse for a suitable destination for your .pdf file
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From the Browse for Folder popup, drill down through the folder hierarchy to select an
appropriate destination folder for your .pdf file
You can only save a file to a folder that you have security to access
Click on OK
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The default is (Company) and this will hold most of the general access books
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Note that there may only be one section for the book
The number of sections in the Book will be defined by the owner of the book
Click Next >>
Vary Dimensions are the dimensions that have been set by the Book Owner to be
dynamic based on the current view
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Make sure that each member that you have selected for these dimensions is what
you require
o If they are not, click Cancel
o Reset the Current View to show the correct members
o Start the Book Publication wizard again
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Click OK
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Locate your .pdf file using the File Manager tool from Start \ Programs on your CRS Production
Desktop.
6 PUBLISHING TO A PRINTER
Think of the environment - do you really need to print out this book?
If you do, then access the ePublish tool as above
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Click on the required printer to select it (it will be highlighted as above) and then click on OK
Only those printers that you have previously used on your PC before connecting to
CRS will be available!
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The default is (Company) and this will hold most of the general access books
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Vary Dimensions are the dimensions that have been set by the Book Owner to be
dynamic based on the current view
Make sure that each member that you have selected for these dimensions is what
you require
o If they are not, click Cancel
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Each report is printed as a separate print job not as one continuous job
Caution - Your report may get mixed up with other jobs that are being sent to the
printer at the same time
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Click OK
Purpose
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