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  4. Version 4.0
  5. SFX General User's Guide
  6. Update Reports

Update Reports

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  1. Overview
  2. Text Reports
    1. Viewing Text Reports
    2. Opening Text Files in Excel
    3. Format of the Text Reports
    4. Reading New Reports
    5. Reading Updated Reports
    6. Reading Deleted Reports
  3. HTML Reports
    1. Viewing HTML Reports
    2. Reports Monitoring Tool

Overview

This section describes the reports that are generated as a result of the KB update procedure. Global report information is included as part of the KnowledgeBase database package. Local report information (updated and deleted local database items, localizations, and other activation information per instance) is added to these global reports during the revision update process.
All report data is stored in the REPORT tables in the global and local instances, and from these tables, SFX makes available two report formats: text (.txt) and HTML (.htm).

Text Reports

The text reports contain detailed information about each database item that is new, updated, or deleted in an SFX database during the update procedure. The text reports are produced in a tab-delimited format. The tab-delimited files can be read using a text editor or can be opened in Microsoft Excel.
For each table in the SFX database, you can produce a report containing information about one of the following:
  • New items
  • Updated items
  • Deleted items
This information is specific to the revision update and the SFX instance in which the update is run. Report contents vary, depending on the amount of customization that took place in the SFX instance.

Viewing Text Reports

To view KB update reports in .txt format, from the KBUpdate section of the Setup and Administration area, click Text Reports. The following window opens:
text_report.gif
Text Report
If there is a lot of report data in the SFX database (more than twelve KBDB revisions), the following warning is displayed in the Revision Reports window:

Report tables contain more than twelve KBDB revisions. This may cause slowness when showing the reports. To remove old report data, use the "ServerAdminUtility > Revision Update" section.
To view a text report:
  1. From this window, select the various filters to determine the content of the report. The filters must be selected in the following order:
  • Select Revision – Select the revision for which you want to see a report.
  • Started At – Select the date and time that the revision was started.
  • Type of Change – Select the type of change to be included in the report:
    • New
    • Updated
    • Deleted
  • Filter to active/localized only? – Select Yes to filter the report to contain only items that are active, localized, or local.
  • Reports Grouped per Table – Select the types of items to be included in the report. If an item is greyed-out, it means that there are no records for that item.
  1. Click Submit.
The report is produced as a .txt file. You can either save it or open it with a text editor.
saving_tab_delimited_report.gif
Open or Save File

Opening Text Files in Excel

When you select to produce a report in .txt format, it is recommended to save the file and open it in Microsoft Excel.
To open the .txt files in Excel:
  1. Start Excel and select File > Open to open your file.
  2. Navigate to the directory containing the report. If you cannot see the file, select All files as the file type.
open_file.gif
Open File
  1. Select the .txt file. The Text Import Wizard opens.
file_type_delimited.gif
File Type Delimited
  1. Select the Delimited file type and click Next.
delimiter_tab.gif
Delimiter: Tab
  1. Select Tab as the delimiter. Click Next.
text_format.gif
Text Format
  1. Select all columns in the Wizard (you can use Ctrl+Shift to select all columns).
  2. Select text.
  3. Click Finish.

Format of the Text Reports

The name of each file indicates the type of change being reported (New, Deleted, and Updated) and the name of the table to which the report pertains.
For each table, the fields listed below are included in the files.
Note that the Event Type can be:
  • New
  • Deleted
  • Before Update
  • After Update
Text Report Fields
Report Item Fields
Targets

EVENT TYPE

TARGET ID

TARGET NAME

GLOBAL TARGET PUBLIC NAME

INTERFACE ID

TARGET CHARACTER SET

DESCRIPTION

GLOBAL THRESHOLD

AGGREGATOR

ACTIVATION STATUS

LOCAL TARGET PUBLIC NAME

LOCAL THRESHOLD

LOCAL? – (value is Y if the item is locally created and N if it is global.)

Target Services

EVENT TYPE

TARGET SERVICE ID

TARGET NAME

SERVICE TYPE

DESCRIPTION

GLOBAL TARGET PARSER PROGRAM

GLOBAL PARSE PARAM

GLOBAL TARGET DISPLAYER PROGRAM

GLOBAL OBJECT LOOKUP

LINKING LEVEL

FREE

CROSSREF SUPPORTED

GLOBAL THRESHOLD

AUTOLOADER USED

LOGIC UPDATE DATE

STATUS

ACTIVATION STATUS

Target Services

AUTO ACTIVE

SERVICE PUBLIC DESCRIPTION

LOCAL TARGET PARSER PROGRAM

LOCAL PARSE PARAM

LOCAL TARGET DISPLAYER PROGRAM

LOCAL OBJECT LOOKUP

LOCAL CROSSREF ENABLED

LOCAL THRESHOLD

LOCAL? – (value is Y if the item is locally created and N if it is global.)

Object Portfolios

EVENT TYPE

OP ID

TARGET NAME

SERVICE TYPE

OBJECT ID

GLOBAL TARGET PARSER PROGRAM

GLOBAL PARSE PARAM

DESCRIPTION

LINKING LEVEL

GLOBAL THRESHOLD

VALUE

TITLE VALUE

ACTIVATION STATUS

LOCAL TARGET PARSER PROGRAM

LOCAL PARSE PARAM

LOCAL THRESHOLD

USE PROXY

LOCAL? – (value is Y if the item is locally created and N if it is global.)

Objects

EVENT TYPE

OBJECT ID

OBJECT TYPE

LANGUAGE

PEER REVIEWED

TITLE VALUE

TITLE VALUE

STATUS

LOCAL? – (value is Y if the item is locally created and N if it is global.)

Sources

EVENT TYPE

SOURCE ID

SOURCE NAME

SOURCE PARSER PROGRAM

SHOW AVAILABILITY

DESCRIPTION

Source Services

EVENT TYPE

SOURCE SERVICE ID

SOURCE ID

SERVICE TYPE

SHOW AVAILABILITY

Relations

EVENT TYPE

RELATION ID

PRIMARY OBJECT ID

SECONDARY OBJECT ID

RELATION TYPE

Publishers

EVENT TYPE

PUBLISHER NAME DISPLAY

PUBLISHER NAME NORMALIZED

DATE OF PUBLICATION

PLACE OF PUBLICATION DISPLAY

PLACE OF PUBLICATION NORMALIZED

OBJECT ID

TITLE VALUE

Linking Parameters

EVENT TYPE

LINKING PARAM ID

ITEM TYPE

ITEM ID

TARGET NAME

SERVICE TYPE

PARAMETER NAME

DESCRIPTION

IS OTB VALUE

VALUE

Authors

EVENT

AUTHOR_ID

AUTHOR_SIGNIFICANCE

AUTHOR_TYPE

AUTHOR_FIRST_NAME

AUTHOR_LAST_NAME

AUTHOR_FULL_NAME

AUTHOR_FIRST_NAME_NORMALIZED

AUTHOR_LAST_NAME_NORMALIZED

AUTHOR_FULL_NAME_NORMALIZED

FULL_NAME_FORMAT

COMMENT

OBJECT_ID

ID

TITLE

Categories

EVENT

CAT ID

CAT NORMALIZED

CAT DISPLAY

Cat/Subcat Combinations

EVENT

INTERNAL ID

CAT ID

CAT NORMALIZED

SUBCAT ID

SUBCAT NORMALIZED

Subcategories

EVENT

SUBCAT ID

SUBCAT NORMALIZED

SUBCAT DISPLAY

Category Assignments

EVENT TYPE

CAT ASSIGN INTERNAL ID

CAT SUBCAT INTERNAL ID

CAT NORMALIZED

SUBCAT NORMALIZED

OBJECT ID

VALUE

TITLE VALUE

Object Identifiers

EVENT TYPE

OBJECT IDENTIFIER ID

OBJECT ID

TYPE

SUB TYPE

STATUS

Titles

EVENT TYPE

TITLE ID

OBJECT ID

TITLE TYPE

TITLE SUB TYPE

TITLE VALUE

NON FILING CHAR

TITLE LANGUAGE

STATUS

Local Titles

EVENT TYPE

TITLE ID

OBJECT ID

TITLE TYPE

TITLE SUB TYPE

TITLE VALUE

NON FILING CHAR

TITLE LANGUAGE

STATUS

Local Identifiers

EVENT TYPE

OBJECT IDENTIFIER ID

OBJECT ID

TYPE

SUB TYPE

STATUS

Reading New Reports

The New reports contain detailed information about each item that was added to your SFX during the revision update.
The following is an example of a report of new objects:
object_file.gif
Objects
The following is an example of a report of new target services:
target_service_file.gif
Target Service File

Reading Updated Reports

The updated reports contain detailed information about each item in your SFX instance in which a change was made during the revision update.
changed_item_file.gif
Updated Reports
For each item, you can view the state of the item before and after the update.

Reading Deleted Reports

The Deleted reports contain detailed information about those items that were deleted during the revision update.
deleted_item_file.gif
Deleted Reports

HTML Reports

The HTML reports offer the option to view all the changes, deletions, or new items that are part of a specific revision update. You can also choose to view only items that are active, local, or localized in the instance. To do this, select Yes from the Filter to active/localized only drop-down list.
If you select Yes, the HTML reports are limited to:
  • New active items (for portfolios in which the AutoActive option is in use)
  • Active items that were updated or deleted
  • Updated or deleted local items
  • Updated or deleted localized global items
Unlike text reports, HTML reports do not show objects or object-related tables.

Viewing HTML Reports

To view KB update reports in HTML format, from the KBUpdate section of the Setup and Administration area, click HTML Reports. The following window opens:
html_reports.gif
HTML Reports
To view an HTML report:
  1. Select the various filters to determine the content of the report:
  • Select Revision – Select the revision for which you want to see a report.
  • Started At – Select the date on which the revision was started.
  • Type of Change – Select the type of change to be included in the report:
    • New
    • Updated
    • Deleted
  • Filter to active/localized only? – Select Yes or No from the drop-down list to view only items that are active, local, or localized in the instance.
  • Select the type of information you want included in the reports:
    • Targets, target services, sources, source services
    • Linking parameters
    • Object portfolios – Select object portfolios from the drop-down list. Press and hold the ctrl key to select multiple object portfolios.
  • Select output type – Select the format in which you want to receive the report:
    • Screen
    • E-mail
  1. Click Submit.

If you selected Yes from the Filter to active/localized only? drop-down list, a table is displayed showing several subsets with which to refine your results.

For example:

html_report_result_set.gif
HTML Reports with Result Subsets
  1. Select one of the following options:
  • Updated active localized global record
  • Updated localized global records
  • Updated active records
  • All updated records

The following is an example of an HTML report:

html_reports_results.gif
HTML Report Results

Click kb_btn.gif to open the item in KBManager. All the linking parameters of the target service are displayed.

Reports Monitoring Tool

The Server Admin Utility (available via the UNIX file system for the instance) enables you to monitor and clean up the REPORT tables. For more information, refer to the Revision Update section of the SFX System Administration Guide.
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