Requirements
Installation
Troubleshooting
If the application does not work or fails during installation please check:
Please note
Smart Report Organizer 2023 has the following applications installed after successful installation:
If the application does not work or fails during installation, then you can also install all nessasary applications manually.
Install (automatically):
Install (all nessasary applications manually):
Uninstall:
Upgrade (from SRO2018 to SRO2023):
Update (SRO2023 to latest version of SRO2023):
Move (to new computer):
Instructions for Creating a Backup by Copying the Folder:
Instructions for Creating a Backup of the Database:
Instructions for Transferring the Database to a New Computer:
Activate license
When you start Smart Report Organizer 2021 for the first time, you receive the following message:
Now you can choose between:
Step by step: Free Version
Step by step: Full Version
Here is the activation process at a glance:
License upgrade
Compare the different versions here and here.
After the upgrade has been purchased, please allow 0-2 working days for the license to be upgrad in your account.
Free Version
The number of jobs that can be created is limited to a certain number.
Standard Version
Business Version
Mail (SMTP) settings
Sending Emails with Smart Report Organizer
To enable email functionality in Smart Report Organizer, you must configure the SMTP server settings with username and password authentication.
Here's how to set it up:
Once you've entered these settings, you'll be able to send emails from Smart Report Organizer using your configured SMTP server.
Example for gmail
Example for Office365
Problems sending emails: Most but not all emails are sent?
Please note:
Our Support does not have control over the limitations, rules, provisioning of a functional SMTP server (with username and password authentication), or the settings and restrictions of the SMTP service you are using; these are all outside of our scope of responsibility. For further information, please reach out to your system administrator or IT department.
Windows service settings
In Smart Report Organizer it is recommended to use scheduling with windows service.
(With the windows service, the application can be closed and no one has to be logged on to the computer.)
Step1: In Windows Services (press [WinowsKey]+[R] and run services.msc), find and double click Smart Report Organizer - Service to change properties.
Step2: In the Log On tab, change the account to the same user which also uses the Smart Report Organizer application and click [Apply].
It is required that the Windows service use the same username as the application. Otherwise, the application can not be started while the service is running!
Step3: In the General tab, change the startup type to Automatic, click [Apply] again and then click [Start].
Correct account name for the windows service:
After successfully changing the settings, you see the service running here:
In Smart Report Organizer you can see and control the service here:
Make sure all reports and export paths use UNC paths: Windows service cannot access mapped drives.
Examples:
(Windows service runs in its own security context & starts before the user logs into the computer & cannot access your mapped drives.)
Note: Please contact your system administrator for more information.
FTP settings
To upload the reports to an FTP server, you have to configure the connection like this:
When using an FTP tool (for example, FileZilla FTP Client), make sure that the FTP connection from your computer itself works.
Please note: SRO supports FTP and FTPS but no SFTP.
Wake-Up feature
Smart Report Organizer must be actively running to delivery your jobs.
Under [Control Panel\All Control Panel Items\Power Options] you can either disable the "Put the computer to sleep" feature from your operating system, or you can enable the Wake-Up feature in Smart Report Organizer.
The Wake-Up feature will wake up your computer 5 minutes before the next report has to be delivered.
To test this feature:
Note: If successful, the computer will wake up after about 1 minute.
Wake Up feature
If the Wake Up feature doesn't work, it doesn't necessarily mean that your hardware doesn't support it.
It's possible that some Windows setting is preventing the system from waking up.
To make sure that the settings are correct, please check:
Adding a job
You have added a new job.
Configuring schedule options
Notes:
Configuring destinations
Export to file
Export & email a file
Export & print
Note: For one job you can add multiple destinations with different settings at once.
Configuring parameters
For more flexibility you can use a Report with Parameters.
Dynamic Date Feature Notes:
Sort order parameters:
Configuring connections
When a report is added, all available connection settings from the report will be added to the [Connections] register.
If your report requires login credentials, you can enter them there.
You can also override the connections settings if needed.
Recommendation:
Crystal Reports is not required on the computer but it is highly recommended:
You can easily determine if ODBC driver or ODBC settings are missing which are needed for the report.
Microsoft SQL Server - example:
For ODBC connections please use 32-Bit:
Example: Access via ODBC:
Example: Microsoft SQL Server via ODBC:
Configuring email settings
For the e-mail to work you must observe the following 3 points:
HTML Email:
An example of an HTML email looks like this:
Use the following code:
<!DOCTYPE html> <html> <head> <meta content='text/html; charset=utf-8' http-equiv='Content-Type'> <style type='text/css'> body { font-family: "Calibri","sans-serif"; color: black; } .medium { font-size: 9pt; font-family: "Calibri","sans-serif"; color: #666666; } .small { font-size: 9pt; font-family: "Calibri","sans-serif"; color: #666666; } .xsmall { font-size: 9pt; font-family: "Calibri","sans-serif"; color: #666666; } </style> </head> <body> Hello!<br /> <br /> Here is your report...<br /> <br /> <div class="medium"> Kind Regards<br /> <br /> Department | Company<br /> Street | Postcode City | Country<br /> <b>Phone:</b> <span class=blue>+12 23456789 | <strong>Email:</strong> <a href="mailto:example@example.com">example@example.com</a></span> </div> <div class="small"> <strong>VAT: </strong> </div> <br /> <div class="xsmall"> <strong>Disclaimer:</strong><br /> <strong>EN:</strong> The information contained in this communication from the sender is confidential.<br /> It is intended solely for use by the recipient and others authorized to receive it.<br /> If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. </div> </body> </html>
Here:
Run you jobs ...
You can choose between 2 export modes:
Correct:
Wrong:
Update a job ...
If the source report (.rpt file) is modified (Parameters or connections have been changed) then the job needs to update the parameters and connection setinngs. You can do this by clicking the [Refresh] button in the top right corner of the job settings:
Note:
Copying jobs
Removing a Job
Copy scheduling settings from one job to another
Manual viewing and exporting
Viewing: Right-click on a job and click [View Report] to show the report immediately.
Exporting: Right-click and select [Export] to export all selected jobs immediately.
Log
In the log window you can see every report export: When was the report created and to whom it was sent.
If the export did not work, you will see the error message in it, which can be very helpful to you in solving the problem.
Delete logs:
(Please delete logs regularly. Otherwise, this can have a negative impact on performance.)
The basic requirement for automating a report with Smart Report Organizer is that the report can be opened and executed with Crystal Reports.It is Therefore recommended to install Crystal Reports on the same computer where Smart Report Organizer is installed.
This allows the report (.rpt) to be run and tested with Crystal Reports. This is the only way to determine, for example, whether certain ODBC settings, drivers are missing or the report itself triggers an error message.
How to solve runtime problem