Creating Document Factory Reports

You can create customized requirement reports using Document Factory. To define which requirements to report on, you can:

  • select a requirement in the requirement tree
  • select requirements in the requirement grid
  • specify filters in the Document Factory template
CAUTION:
For large reports, performance may not be adequate when running Document Factory from Caliber. In this case, use Document Factory in batch mode during off hours using the command.ini file. See the Related Information link about “Scheduling Document Factory Reports”.

To create a customized requirement report based on tree selection

  1. Select Programs > Caliber > Document Factory from the Windows Start menu. If you are already logged onto Caliber, go to Step 3. If you are not logged on, Document Factory prompts you to log on.
  2. Enter your Server name, User Id and Password and click Next.
  3. In the Document Factory wizard window:
    • Select a file from the list in the Template box. The drop-down list allows you to make a selection from the most recently used templates. By default, there are five files in the list. This number is determined by your administrator.
    • Or, click the Browse button to navigate to the desired template file. The default location is C:\Program Files\Borland\Caliber\Samples. You can open the selected template to check it or make any edits before running Document Factory. Click the Word icon next to the Template box to open the selected template file in Microsoft Word.
    • In the Save Document As box, enter a path and name for your new document, click the Browse button to navigate to a previously created document or leave blank.
    • To generate a log file for the report, select the check box.
  4. Click Next.
  5. Choose the date format that you would like to use: Short Date or Long Date.
  6. Click Next.

    Choose the options you would like:

    • Create configuration File only: allows you to create a configuration file with an encrypted password that you can use for scheduling and running Document Factory in batch mode. The configuration file created is called commandline.ini which is used to run Document Factory from the command line or placed in a batch file. If you choose this option, Document Factory does not create a Word document from your template, but creates the commandline.ini file only.
    • Requirement description will include formatted text, tables and images : directs Document Factory to build requirement descriptions in HTML format.
    • Requirement description will include visualization descriptions and images: directs Document Factory to build visualization descriptions and images in HTML format.
    • Enable server filter paging: server returns small number of results at a time instead of returning all the results at once.
  7. Click Finish. Document Factory begins to process the data. If you used a template that was not project-specific, you are asked to choose the project and baseline during this processing phase. When the data has been processed, Document Factory asks if you would like to open your document.