Crystal Decisions Users Group Presentations
CDUGNA - May 2004

Real World Eportfolio Customization:
Appearances, Disappearances, Links, Tweaks, And Add Ons
Presented by: Chris Christian and Brian Christian
CRC Business Solutions

Abstract:
Most companies want to customize ePortfolio to meet their needs. Because ePortfolio is implemented in Crystal Server Pages, the web pages that make up ePortfolio can be changed in ways like other web applications. Easy changes are to add a company logo or links to company portals or on-line help systems. Others are more sophisticated, such as adding a function to schedule reports from existing report instances. Some changes simply remove features that companies do not want report users to use, such as changing the report database source. In this presentation, experienced integrators describe actual changes clients have implemented, including CRC's near-bullet proof InstanceScheduler add on, their User Activity History, and solutions to corporate compliance issues such as putting database source name and scheduling user within a report body for FDA, HIPPA, and other compliance.

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