Procedure – Loading a ReportTemplate Data Source
1. Create the file, <WindchillHome>/loadFiles/reports/custom/<MyReportTemplateQML>.xml using the Report Management “Export” action. This file could also be provided by PTC or another 3rd party developer.
2. Create a load file <WindchillHome>/loadFiles/custom/<MyReportTemplateLoad>.xml.
<?xml version="1.0"?>
<!DOCTYPE NmLoader SYSTEM "standardX10.dtd">
<NmLoader>
<csvReportTemplate
handler="wt.query.template.LoadReportTemplate.createReportTempl
ate">
<csvfolder>/Default</csvfolder>
<csvname><MyReportTemplate></csvname>
<csvdescription></csvdescription>
<csvxml>custom/<MyReportTemplateQML>.xml </csvxml>
<csvxslType></csvxslType>
<csvservice></csvservice>
<csvcontainerPath></csvcontainerPath>
<csvurl1></csvurl1>
<csvurl2></csvurl2>
</csvReportTemplate>
</NmLoader>
3. Load <MyReportTemplate> using the following command.
windchill wt.load.LoadFromFile -d
<WindchillHome>/loadFiles/custom/<MyReportTemplateLoad>.xml -
CONT_PATH /
4. Verify the ReportTemplate exists in Windchill by launching Report Management in the Site context.
5. Update the Cognos model to recognize this new Data Source. Launch JConsole from installed Windchill shortcuts.
6. Connect to the Embedded Servlet Engine (based on Tomcat) JVM instance.
7. Select reporting management bean from the MBeans tab, “com.ptc > Monitors > ReportingSystem”.
8. From the Operations tab, click “updateModel”.
9. Verify that the Data Source exists in Cognos. Login to Cognos using the <WBRHomeURL> and launch “Report Studio”. Find <MyReportTemplate> Data Source under “Windchill > Report Templates” in the “Insertable Objects” window under the “Source” tab.