Persistent storage of report objects

• US 5,664,182 A
• Filed: 09/18/1995
• Issued: 09/02/1997
• Est. Priority Date: 09/18/1995
• Status: Expired due to Term

• Current Assignee: Open Text Corporation
• Original Assignee: Actuate Software Corp (Open Text Corporation)
• Inventors: Rogers, Paul A., Edwards, David B., Osberg, William A., Dafoe, John R., Nierenberg, Nicolas C.
• Primary Examiner(s): Black, Thomas G.
• Assistant Examiner(s): HO, RUAY L
• Application Number:
  US08/528,995
• Time in Patent Office: 715 Days
• Field of Search: 395/611, 395/612, 395/613, 395/614, 395/615, 395/201, 395/202, 395/203, 395/204, 395/205, 395/206, 395/207, 395/208, 395/209, 395/210, 395/235, 395/704, 395/705, 395/800 , 395/683
• US Class Current: 1/1
• CPC Class Codes: G06F 16/289 Object oriented databases
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: Y10S 707/99942 Manipulating data structure, e.g. compression, compaction, compilation
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface

Abstract

A method is disclosed for persistently storing in an object-oriented format various pieces of information required to display and search a report. The information is stored in a logical hierarchy including multiple "level break" objects at a first level. Similar level break objects may be provided at a second level of the hierarchy, and at a third level, etc. Level breaks represent divisions between parallel report entities, and the level breaks at a "first level" divide report entities which can not be further segregated into discrete groups. In general, the objects representing level breaks include general information about an entity such as the entity'"'"'s name and location, or report totals associated with that entity. In the hierarchy, each level break object at the first level may reference one or more level break objects at the second level, and, in addition, may reference objects representing the visual regions (or "frames") in which report information pertaining to the first level entity is displayed. The frame objects, in turn, each contain various "control objects" which describe the formatting, size, and other associated information pertaining to the display of frames.

Claims

1. A method for creating a report object that contains information for displaying and searching a report, the method comprising the following steps:

(a) identifying data to be put into the report object;

(b) providing a report design specifying how the data identified in step (a) is (i) logically arranged into a hierarchy having section breaks between members of a first group of report entities, and (ii) visually arranged in frames on a display medium;

(c) generating instances of object classes from a report object class library and the report design, which instances and classes define a visual organization and content of the report;

(d) persistently storing the instances of the object classes in a form that preserves the hierarchy provided in step (b), wherein the report object includes the instances stored.

2. The method of claim 1 wherein the step of providing a report design specifies that the section breaks include level breaks between members of a first group of report entities.

3. The method of claim 2 wherein the step of providing a report design provides a logical arrangement in which the level breaks reference said frames and reference one or more additional level breaks between members of a second group of report entities.

4. The method of claim 1 wherein the step of generating instances of object classes generates such instances from object classes selected from the group consisting of a frame class for specifying regions of the report where specified data is displayed, a flow class for specifying regions of a page where frames may be provided, and a level break class for specifying the data associated with a level of the report.

5. The computer system of claim 1 wherein in said step of providing a report design, the report design is generated with the aid of a graphical user interface having user interface tools allowing users to design reports.

6. The method of claim 1 wherein the step of persistently storing the instances of the object classes includes a step of compressing the instances.

7. A computer readable medium storing instructions for creating a report object that contains information for displaying and searching a report, the medium including instructions for performing the following steps:

(a) identifying data to be put into the report object;

(b) providing a report design specifying how the data identified in step (a) is (i) logically arranged into a hierarchy having section breaks between members of a first group of report entities, and (ii) visually arranged in frames on a display medium;

(c) generating instances of object classes from a report object class library and the report design, which instances and classes define a visual organization and content of the report;

(d) persistently storing the instances of the object classes in a form that preserves the hierarchy provided in step (b), wherein the instances stored define the report object.

8. The computer readable medium of claim 7 wherein the step of providing a report design specifies that the section breaks include level breaks between members of a first group of report entities.

9. The computer readable medium of claim 7 wherein the step of providing a report design provides a logical arrangement in which the level breaks reference said frames and reference one or more additional level breaks between members of a second group of report entities.

10. The computer readable medium of claim 7 wherein the step of generating instances of object classes generates such instances from object classes selected from the group consisting of a frame class for specifying regions of the report where specified data is displayed, a flow class for specifying regions of a page where frames may be provided, and a level break class for specifying the data associated with a level of the report.

11. The computer readable medium of claim 7 wherein in said step of providing a report design, the report design is generated with the aid of a graphical user interface having user interface tools allowing users to design reports.

12. The computer readable medium of claim 7 wherein the step of persistently storing the instances of the object classes includes a step of compressing the instances.

13. A method of compressing and persistently storing a report object in long term memory associated with a computer system, the report object containing an object-oriented representation of a report having level breaks, the method comprising the following steps:

in a process for generating the report object from instances of multiple report object classes, identifying a persistent instance and its corresponding report object class, which persistent instance is to be stored to long term memory;

providing a template specifying a property value for each of one or more instance properties associated with instances of the corresponding report object class;

providing a description of the persistent instance, the description having a description field for each of the one or more instance properties;

for each property value of said template, determining whether a corresponding instance property of the persistent instance matches the property value specified in the template;

when, for a given instance property of the persistence instance, the template property value matches the instance property, providing the description field corresponding to the given instance property with a first identifier chosen to indicate that the template property value matches the persistent instance; and

storing the description of the persistent instance in long term memory.

14. The method of claim 13 wherein the first identifier is a single bit.

15. The method of claim 13 further comprising the following step:

for any property value specified in the template that does not match the corresponding instance property of the persistent instance, providing the description field corresponding to any unmatched instance property with a second identifier chosen to indicate that the property values of the template and the persistent instance do not match.

16. The method of claim 15 wherein the first identifier is a single bit of a first value, and the second identifier is a single bit of a second value which is different from that the first value.

17. The method of claim 13 wherein the corresponding report object class identified in the step of identifying a persistent instance and its corresponding report object class is selected from the group consisting of a frame class for specifying regions of the report where specified data is displayed, a flow class for specifying regions of a page where frames may be provided, and a level break class for specifying the data associated with a level of the report.

18. The method of claim 13 wherein multiple persistent instances of the corresponding report object class are identified, and wherein, in the step of providing a template, the instance properties of a first identified persistent instance are used to specify the template property value for each of one or more instance properties associated with instances of the report object class.

19. The method of claim 13 further comprising a step of recording a storage location for the description of the persistent instance in long term memory after said step of storing the description of the persistent instance.

20. The method of claim 13 further comprising a step of determining whether a volatile memory associated with said computer system includes more than a predefined maximum number of persistent instances, such that when the predefined maximum number is exceeded, the step of identifying a persistent instance to be stored to long term memory is performed.

21. A computer system for compressing and persistently storing a report object in long term memory associated with the computer system, the report object containing an object-oriented representation of a report having level breaks, the computer system comprising:

a central processing unit in communication with a volatile memory;

a class library at least partially stored on the long term memory or the volatile memory, the class library including a collection of report object classes for defining visual and logical features of a report; and

a persistent object storage manager implemented on said central processing unit and said volatile memory, the persistent object storage manager compressing and persistently storing persistent instances of said report object classes, said persistent object storage manager including;

means for comparing a first persistent instance of a first report object class with a template for said first report object class, which template specifies a property value for each of one or more instance properties associated with instances of the first report object class;

means for generating a description of the first persistent instance based upon a comparison of the template with the first persistent instance, whereby the means for generating provides (i) a first identifier in said description for those instance properties in which the template property matches the instance property of the persistent instance, and (ii) a second identifier in said description for those instance properties in which the template property does not match the instance property of the persistent instance, and

means for storing the description of the first persistent instance to long term memory in a persistent report object file.

22. The computer system of claim 21 further comprising a means for generating said persistent instances of the report object classes from said class library and from a specified report design.

23. The computer system of claim 22 wherein the a means for generating persistent instances includes (i) an object generating program for encoding an object-oriented description of the report, and (ii) an interpreter for interpreting said object oriented description to generate said persistent instances of report object classes.

24. The computer system of claim 23 wherein said interpreter generates temporary instances in addition to said persistent instances, said temporary instances assisting the generation and organization of said persistent instances.

25. The computer system of claim 22 further comprising a graphical user interface having user interface tools allowing users to design reports, whereby the graphical user interface provides the specified report design.

26. The computer system of claim 21 wherein the class library includes one or more classes selected from the group consisting of frame classes for specifying regions of the report where specified data is displayed, flow classes for specifying regions of a page where frames may be provided, and level break classes for specifying the data associated with a level of the report.

27. The computer system of claim 21 wherein the description of the first persistent instance includes a description field for each of the one or more instance properties.

28. The computer system of claim 21 wherein the first identifier is a first value of a single bit and the second identifier is a second value of the single bit.

29. A computer readable medium storing instructions for compressing and persistently storing a report object in long term memory, the report object containing an object-oriented representation of a report having level breaks, the medium including instructions for performing the following steps:

in a process for generating the report object from instances of multiple report object classes, identifying a persistent instance and its corresponding report object class, which persistent instance is to be stored to long term memory;

providing a template for instances of the corresponding report object class, the template specifying a property value for each of one or more instance properties associated with instances of the corresponding report object class;

providing a description of the persistent instance, the description having a description field for each of the one or more instance properties;

for each property value of said template, determining whether a corresponding instance property of the persistent instance matches the property value specified in the template;

when, for a given instance property of the persistence instance, the template property value matches the instance property, providing the description field corresponding to the given instance property with a first identifier chosen to indicate that the template property value matches the persistent instance; and

storing the description of the persistent instance in long term memory.

30. The computer readable medium of claim 29 wherein the first identifier is a single bit.

31. The computer readable medium of claim 29 further comprising instructions for performing the following step:

for any property value specified in the template that does not match the corresponding instance property of the persistent instance, providing the description field corresponding to any unmatched instance property with a second identifier chosen to indicate that the property values of the template and the persistent instance do not match.

32. The computer readable medium of claim 31 wherein the first identifier is a single bit of a first value, and the second identifier is a single bit of a second value which is different from that the first value.

33. The computer readable medium of claim 29 wherein the corresponding report object class identified in the step of identifying a persistent instance and its corresponding report object class is selected from the group consisting of a frame class for specifying regions of the report where specified data is displayed, a flow class for specifying regions of a page where frames may be provided, and a level break class for specifying the data associated with a level of the report.

34. The computer readable medium of claim 29 wherein multiple persistent instances of the corresponding report object class are identified, and wherein, in the step of providing a template, the instance properties of a first identified persistent instance are used to specify the template property value for each of one or more instance properties associated with instances of the report object class.

35. The computer readable medium of claim 29 further comprising instructions for performing a step of recording a storage location for the description of the persistent instance in long term memory after said step of storing the description of the persistent instance.

36. The computer readable medium of claim 29 further comprising instructions for performing a step of determining whether a volatile memory associated with said computer system includes more than a predefined maximum number of persistent instances, such that when the predefined maximum number is exceeded, the step of identifying a persistent instance to be stored to long term memory is performed.