Set Up and Configure Juris Supplemental, Gold, and Custom Reports

Set up Juris^® Supplemental, Gold, and Custom Reports for MS Access 2016 and Below 
Set up Juris Supplemental and Gold Reports for Microsoft Office 365
Set Up Juris Supplemental and Gold Reports for Juris Suite
Import Custom Reports into an Existing Access Database

Note: LexisNexis® no longer supports setup, installation, troubleshooting or usability of Microsoft® Access based Juris reports. For more information see article: SU8256 Juris Support for Microsoft Access Based Reports Ending 12/31/2020. Due to the end of support for MS Access, this article will be removed from Support Center on or after 7/01/2021.

Set Up Juris^® Supplemental, Gold, and Custom Reports for MS Access 2016 or Below 

NOTE:  See Troubleshooting Juris Juris Supplemental, Gold, and Custom Reports if you are experiencing problems with reports that were previously set up and working.

Take the following steps to set up Juris reports designed to run in Microsoft^® Access:

1. If applicable, download and extract the Juris Supplemental Reports or Juris Gold Reports.
   Note: See Juris Supplemental Reports for Microsoft Office 365 if you have Office 365.
2. Create an ODBC Data Source on the workstation.
3. Link the Report Tables to the ODBC Data Source.

Create the ODBC Data Source 

An ODBC connection allows communication between third-party programs and the Juris SQL database and is usually needed for viewing Juris reports through a Microsoft Access interface.

Take the following steps to create or edit an ODBC Source :

1. Click Start on the Windows® Taskbar to open the Start Menu.
2. Select either the Run or Search option (varies by Windows version).
3. Copy and paste or type the command below based on your MS Office platform:
   Note:  Look under File > Account > About Access to determine the Office platform. You must run the 64-bit command if your Office version is 64-bit.
   • 64-bit Office Versions:  %windir%\system32\odbcad32.exe
   • 32-bit Office Versions:  %windir%\syswow64\odbcad32.exe
4. Click either the User DSN or System DSN tab, then click Add to open the Create New Data Source window.
   Note: Selecting System DSN allows the ODBC to be available to all user accounts on the computer.
   
5. Select SQL Server from the Select a driver for which you want to setup a data source list.
   
6. Click Finish to open the Create a Data Source to SQL Server window.
7. Enter a Name and Description of your liking, and type or select the name of the Juris SQL Server.
   Note: The SQL Server name can be found next to "Running on" under Help > About Juris. The standard naming convention is Server Name\Sql Instance Name.
   
8. Click Next.
9. Select the With SQL Server authentication using a login ID and Password entered by the User option.
10. Place a check in the Connect to SQL Server to obtain default settings for the addition configuration options box.
    
11. Enter the Login ID and Password.
    Note: The acceptable ID / Password combination can vary based on your Juris version and SQL configuration. If you receive a "Connection Failed" or "SQL Server Login Failed" error after trying each possible combination, run the JUT35-ResetDBUsers Utility to create the JurisRPT, JurisRPT2, and JurisRO login accounts in SQL.
    • ID = JurisRPT     Password = Leave blank (or enter JurisRPT)
    • ID = JurisRPT2   Password = JurisRPT2
    • ID = JurisRO       Password = Juris58747
16. Click Next.
17. Place a check in the Change the default database to: box and select the JurisXXXX000 database from the list (XXXX000 = your Juris Client #)
    
19. Click Next, then click Finish.
23. Click OK to close the ODBC Microsoft SQL Server Setup window.
24. Click OK to close the ODBC Data Source Administrator window.
25. Proceed to Link Report Tables to an ODBC Data Source to finish configuring your reports.

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Link Report Tables to an ODBC Data Source  

Office 365
Office 2016 & Lower
 

Office 365 Editions 
 

1. Ensure you have already created a valid ODBC Data Source in Windows.
2. Open the Report in MS Access:
   • To bypass the GUI (graphical user interface) integrated into some custom reports, hold down the Shift key while double-clicking on the report.mdb file.
   • See JurisSVR21.dll is Missing or Broken Reference / Compile Error: Can't Find the Project or Library if you receive this error when opening the report file.
   • Click Enable Content if you receive a Security Warning in a yellow information bar. See Clear Security Warning Messages to permanently disable the warning.
3. Click the External Data tab, then Linked Table Manager from the toolbar ribbon.
   
4. Place a check in the box next to the Data Source Name and click the Edit button located on the left side..
   
5. Replace the Data Source Name with the name you supplied to the ODBC Source you previously created.
   
6. Replace the Connection String text with the following text: 
   
   Driver={SQL Server}; Network=(Default);Server=Server Name\SQLInstance;DATABASE=Database Name;WSID=JRS;APP=JurisRptSystem;Trusted_Connection=No;DSN=ODBC Name;Description=ODBC Description;UID=ODBC ID;PWD=ODBC Password
    
7. Replace the highlighted values with the values you supplied in your ODBC configuration:
   • ServerName\SQLInstance = The name of your SQL server and instance. This can be found under Help > About Juris, next to Running on.
   • Database Name = Your Juris database name based on your license number. Can be found in Juris License Manager. Example: Juris8047000
   • ODBC Name = The name of your ODBC configuration.
   • ODBC Description = The description of your ODBC configuration.
   • ODBC ID =The login ID supplied in your ODBC configuration.
   • ODBC Password =The login password supplied in your ODBC configuration.
     
     Edited String Example: Driver={SQL Server}; Network=(Default);Server=BCBP-MAILSTORE\JURIS;DATABASE=Juris5027000;WSID=JRS;APP=JurisRptSystem;Trusted_Connection=No;DSN=Juris;Description=Juris;UID=JurisRPT2;PWD=JurisRPT2
8. Clieck Save to close the Edit Link window.
9. Click the Refresh button located on the left side.
10. The Refresh can take a few minutes to complete. The check box next to Data Source Name becomes unchecked when finished.
11. The reports should now open.

Office 2016 & Lower 

Take the following steps to link the report tables to an ODBC Data Source:

1. Ensure you have already created a valid ODBC Data Source in Windows.
2. Open the Report in MS Access:
   • To bypass the GUI (graphical user interface) integrated into some custom reports, hold down the Shift key while double-clicking on the report.mdb file.
   • See JurisSVR21.dll is Missing or Broken Reference / Compile Error: Can't Find the Project or Library if you receive this error when opening the report file.
   • Click Enable Content if you receive a Security Warning in a yellow information bar. See Clear Security Warning Messages to permanently disable the warning.
3. Open Linked Table Manager in Access:
   • Access 2010 - 2016:   Click the External Data tab, then Linked Table Manager from the toolbar ribbon
     
   • Access 2007:  Click the Database Tools tab, then Linked Table Manager from the toolbar ribbon
     
   • Access 2003:  Click Tools from the menu bar, then Database Utilities > Linked Table Manager.
4. Click Select All located on the right and place a check mark in the Always prompt for new location box located at the bottom..
   • The Select All button may not be available in some versions of Access. If not, press Shift + Click to highlight all entries under the Data Source Name column, or manually check off each box.
   •  The Always prompt for new location may not be available in some versions of Access.
   • 
5. Click OK to open the Select Data Source window.
   
6. Click the Machine Data Source tab.
7. Select your Juris Data Source and click OK to open the SQL Server Login window.
8. Enter the Login ID and Password.
   
   Note: The acceptable ID / Password combination can vary based on your Juris version and SQL configuration. If you receive a "Connection Failed" or "SQL Server Login Failed" error after trying each possible combination, run the JUT35-ResetDBUsers Utility to create the JurisRPT, JurisRPT2, and JurisRO login accounts in SQL.
   • ID = JurisRPT      Password = Leave blank (or enter JurisRPT)
   • ID = JurisRPT2    Password = JurisRPT2
   • ID = JurisRO       Password = Juris58747
9. The tables should begin linking with a progress bar displayed in the lower right corner.
   • Uncheck the Always prompt for new location box, if you are repeatedly prompted to select a data source for each table. 
   • If Always prompt for new location was not available, you may need to click OK for each table being linked.
   • See Table Cannot be Found Error if you receive an error indicating one or more tables cannot be located.
10. Click OK on the All selected linked tables were successfully refreshed prompt.
11. Click Close to close the Linked Table Manager window.
12. Open and test the reports.
    • If you receive a run-time error indicating an input table cannot be found, see  Microsoft Jet database engine cannot find the input table or query SysParam .
    • If you receive a run-time error indicating the connection to the ODBC failed, see Delete and Import ODBC Database Tables in Microsoft Access.

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Table Cannot be Found Error 

Take the following steps only if you receive a message indicating a table cannot be found while attempting to link report tables.

1. In Linked Table Manager, uncheck the table name referenced in the error message.
2. Click OK, and re select the Data Source to continue linking all remaining tables.
3. Repeat steps 1 and 2 for each table not found until all remaining tables have been successfully linked.
4. If the error is persistent where you are forced to deselect multiple tables, see Delete and Import ODBC Database Tables in Microsoft Access.

Delete and Import ODBC Database Tables in Microsoft Access 

Take the following steps if you are unable to successfully link the report tables, or continue to experience problems opening reports after successfully linking the tables.

Delete the tables in an Access database:

1. Make a backup copy of the report database by clicking File > Save As, or copying and pasting the .mdb file to another location.
2. Highlight all tables containing a Globe icon.
   Note: Access 2003 only allows selecting and deleting one table at a time.
3. Press the Delete key on your keyboard.
4. Select Yes when prompted for a confirmation to delete the tables.

Import Tables in Access 2007 and above:

1. Click the External Data tab located in the Access Ribbon.
2. Click the ODBC Database icon in the Access Toolbar.
3. Select Link to the data source by creating a linked table.
4. Click OK.
5. Click the Machine Data Source tab and select your existing Juris ODBC data source.
6. Enter the appropriate ODBC ID & Password and click OK - it should be one of the following:
   • ID = JurisRPT     Password = Leave blank (or enter JurisRPT)
   • ID = JurisRPT2   Password = JurisRPT2
   • ID = JurisRO       Password = Juris58747

7. Click Select All, check the Save Password box, and click OK.
8. You must click Save Password (when prompted) for each table. You must also click OK if prompted for a Unique Record Identifier.

Import Tables in Access 2003

1. In Access, go to File > Get External Data > Link Tables.
2. Scroll down on the Files of Type and select ODBC Databases for Access 2003.
3. Click the Machine Data Source tab and select your existing Juris ODBC Data Source.
4. Enter the appropriate ODBC ID & Password and click OK - it should be one of the following:
   • ID = JurisRPT     Password = Leave blank (or enter JurisRPT)
   • ID = JurisRPT2   Password = JurisRPT2
   • ID = JurisRO       Password = Juris58747
5. Click Select All, check the Save Password box, and click OK.
6. You must click Save Password (when prompted) for each table. Alternately, you can hold down the Enter key until the process is complete (this can take over a minute).
7. Once finished, save the database by going to File > Save. This will prevent the linked tables from resetting and is helpful if the linked tables are not saving after closing.

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Rename Tables Macro 

Whenever you have to manually re-link the tables, always run the Rename_Tables macro, and hidden macros for macroH and macroI. They are located under "Macros" in Object Types.

These macros rename all of the database tables, removing the "DBO_" prefix. For example, you may see a table named "dbo_sysconstraint". When the Rename_Tables macro is run, it renames that table to simply "sysconstraint".

1. Change the Object Type to display the Macros.
2. Right-click on a blank area below the listing of macros and click Navigation Options. Place a check in the Show Hidden Objects Box.
   Note: In Access 2003, go to Tools > Options and select Hidden objects
3. Double-click the Rename_Tables, macroH, and macroI macros to execute them.
4. Click OK to each prompt until it completes.
5. If you get an Action Failed pop-up box, note the name of the Macro that fails in the "Macro Name" box then manually re-run that macro and each macro that appears after it.

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Clear Security Warning Messages 

1. Click the Options Button next to the security warning after you open the reports.
2. Select "Enable this content" and click "OK".
3. Click the Microsoft Button in the top left corner of the program.
4. Select "Access Options" in the lower right corner.
5. Select "Trust Center" from the list on the left.
6. Select "Trust Center Settings" from the opposite side of the window.
7. Select "Macro Settings" and select the bottom option "Enable all macros"
8. Click OK and then OK again to exit out of the settings.
9. Close and re-launch the reports to verify the settings are in place.

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 Set Up Juris Supplemental and Gold Reports for Microsoft Office 365 

Configuring Juris Supplemental Reports for Office 365

1. Go to Start > All Programs > Juris > License Manager to open the Juris^® License Manager.
2. Click to highlight your existing License file, and place a check in the Juris Default box.
3. Click Save.
4. Click Cancel to exit License Manager.

Launching Juris Supplemental Reports for Office 365

1. Double-click Juris Supplemental Reports for Office 365.accdb to open the reports in Microsoft Access 365.
2. Click Enable Content if you receive a security prompt.
   
3. Enter Y in the "Do you want to update the links to your default company" prompt, then click OK.
   
4. Change the view from Tables to Reports.
   
5. Double-click a report of your choosing.

Note: Some Office 365 builds are not compatible with these reports. If the tables fail to auto-link or open, complete the follwoing steps to link the tables to an ODBC data source.

1. Create the ODBC Data Source.
2. Follow instructions for Linking Report Tables in Office 365.

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Set Up Juris Supplemental and Gold Reports for Juris Suite 

1. Import unzipped .jrpt reports files into Juris^® Suite:
   1. Open the My Reports/Reports function in Juris Suite.
   2. Click the Import button located in the upper Tools ribbon.
   3. Navigate to the folder where the extracted report files reside.
   4. Select the applicable .jrpt file to be imported.
      You can select more than one by holding the CRTL key while clicking the files.
   5. Click the Import button.
   6. Click the Close button on the Import Summary window.
       
2. Assign the imported reports to Juris Suite users
   1. Log into Juris Suite with an admin ID.
   2. Click the Juris Orb.
   3. Click Admin.
   4. Click Report Administration.
   5. Use the right arrow key to assign the report(s) to one or more users.
   6. Click OK.

Import Custom Reports into an Existing Access Database 

• The location of the Access databases to be combined.
• The objects you wish to combine.

1. Open the Access database you want to add items to and select File / Get External Data / Import.
2. Browse to the Access database you want to import from and click to select the database then click Import.
3. Select the objects you want to import and click OK.
4. All selected items will import into the open database. Once the import is complete, you may begin using the imported items.