Upgrade Custom Reports Saved in Your DeltekDatabase to the Latest RDL Schema

Use the Deltek Report Administration utility to upgrade custom reports to the RDL report schema version that is currently supported in Deltek.

The upgrade process described in this topic uses the Upgrade option on the toolbar of the Load Custom Reports grid on the Custom Reports tab in Utilities > Report Administration. Use the Upgrade option only if the custom report files that you want to upgrade are saved in your Deltek database. If you need to upgrade custom reports saved on a local machine that are not saved in the Deltek database, use the fields in the Apply Schema Update to Custom Report File section of the Custom Reports tab.

For more information about the RDL report schema version that Deltek supports and more information about upgrading your custom reports, see the Deltek Deltek Custom Reports and Microsoft SQL Server Reporting Services guide. You can download the guide from the Deltek Customer Care Connect website.

When you click the Upgrade option, Deltek does the following: It upgrades the report schema for each custom report, resaves the reports in the Deltek database, and uploads the reports to the Deltek report server.

To upgrade custom reports that are saved in your Deltek database to the RDL report schema version that is currently supported in Deltek:

  1. On the Navigation menu, click Utilities > Report Administration.
  2. On the Report Server form, click the Custom Reports tab.
  3. On the Custom Reports tab, click the Upgrade option on the toolbar of the Load Custom Reports grid. The Upgrade option displays on the toolbar only if you have a saved custom report in the Deltek database. If all your existing custom reports already use the latest RDL 2010 schema, you receive the following message: "All existing custom reports stored in your database are already using the latest schema."
  4. On the dialog box that says: "This will upgrade all existing custom reports currently stored in your database to the latest schema. Would you like to continue?," click Yes.
    • The upgrade starts.
    • During the upgrade, Deltek backs up the custom reports that are saved in the Deltek application server's Report\Backup folder.
    • When the upgrade finishes, you receive the following message: "All custom reports have been successfully upgraded to the latest schema."
  5. Review the RDLProcessing.log log file that is saved in the Deltek application server's Report\Backup\<database name> folder. The log file contains the status for each processed RDL file and identifies any errors.