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Crystal Reports Server 2016 Installation, setup and use

Posted on 2016-11-30
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Let me start by stating that I have never used Crystal Reports in the past.  I was recently asked to purchase and install Crystal Reports 2016 Server so that we can connect to a SQL database that houses some data we want to report on.  I have downloaded and installed Crystal Reports Server 2016 and created a couple users. I can successfully log into the CMC and the BI Launch Pad but I am struggling with what is next. The SAP help files are not great or I am just not finding the right one.

Do I install Crystal Reports 2016 just on the client machine so that the client can create reports and upload the reports to the CR Server or do I also need to install Crystal Reports 2016 client on the the same server as the Crystal Reports server? If I install CR on the client only, create the ODBC connection on the client machine to the database housing the data, develop the reports and then upload the report to the server, how does the report that was uploaded onto the server connect to the database housing the data to report new data?  Do I just duplicate the ODBC connection the CR 2016 Server as well?

As you can see I am lost.  Any help, direction to help files, videos would be appreciated.

Thanks!
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Question by:preshomes
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mlmcc earned 500 total points
ID: 41908905
Crystal Reports 2016 is a client application.  It gets installed on the client's machine.

Create system ODBC connections on the server for the database.
Create the same connections on the client machine.

When a report is uploaded you will have to go in the CMC and set the database connection for the report.  As long as the ODBC is named the same, Crystal will find it.  You will have to enter the user name and password for the connection in the CMC.

mlmcc
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by:preshomes
ID: 41908920
Thank you mlmcc...thats great info!  One last question...  you stated  "You will have to enter the user name and password for the connection in the CMC."  

What user name and password are you talking about here.  Is this different than the user and pwd of the ODBC connection setup with the OS?
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by:mlmcc
mlmcc earned 500 total points
ID: 41909065
The login you need to add will be the database login.  Again most of my clients setup a separate database login for use when the reports run through the server.  You can use the same login you created the ODBC with.

Crystal doesn't save the user/password for security reasons.

mlmcc
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by:preshomes
ID: 41909080
Thank you very helpful.  Excellent, I will just use the same user and pwd as it's a read only user.
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by:preshomes
ID: 41909082
Thank you for your help!
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