OneStop Reporting 4.5 Installation Guideproducts.onestopreporting.com/Downloads/files/OSR... ·...

OneStop Reporting 4.5

Installation Guide

Doc. Version 1.1

Updated: 10-des-14

Copyright OneStop Reporting AS

Contents

Introduction ..................................................................................................................................................... 1

For companies already using OneStop Reporting ................................................................................................ 1

System requirements ........................................................................................................................................... 2

Obtaining the software ........................................................................................................................................ 3

Obtaining your licenses ........................................................................................................................................ 3

Client Installation ............................................................................................................................................. 4

Installing OneStop Reporting 4.5 on clients ......................................................................................................... 4

Installing users on Terminal Server .................................................................................................................... 10

Preparation ................................................................................................................................................ 10

Installation ................................................................................................................................................. 12

Appendix 1 – Technical Information ............................................................................................................... 13

OneStop Reporting Registry Keys....................................................................................................................... 13

Common Settings for All Components ....................................................................................................... 13

OSR Report Designer/OSR Player on Windows 32-bit or Windows 64-bit with 64-bit Office ................... 13

OSR Report Designer/OSR Player on Windows 64-bit with 32-bit Office .................................................. 14

Multiple repository databases ................................................................................................................... 15

Miscellaneous .................................................................................................................................................... 15

OneStop user authentication ..................................................................................................................... 15

OSR 4.5 Installation Guide

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Introduction

This is an installation guide for OneStop Reporting 4.5. Using the OSR Portal application requires.

For companies already using OneStop Reporting

If you are an existing OneStop Reporting customer (using OneStop Reporting 3.7 or older) you must uninstall OneStop Reporting from all clients using the applications before installing OneStop Reporting 4.5 on these clients. The installer will attempt to uninstall the previous version.

Uninstalling removes OneStop Reporting applications only. Your repository and data remain intact for continued use. During the installation process, you will connect to your existing repository.

If you have an existing OneStop Reporting repository (existing users), make sure to have a backup of the repository before starting the OneStop Reporting 4.5 installation.

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System requirements

See the section below for the system requirements for OneStop Reporting clients.

System Requirements for the client

Operating

System

Windows XP with Service Pack 3

Windows Vista

Windows 7 (32-bit or 64-bit)

Windows 8 (32-bit or 64-bit)

Windows Server 2003 (32-bit or 64-bit)



RAM 2 GB (4GB Recommended)

CPU Intel/AMD (Dual core or more recommended)

Microsoft

Office

Excel 2007 SP3 1+2

Excel 2010 (32/64 bit) 2

Excel 2013 (32/64 bit) 3

.NET

Framework Full 4.0 or newer

Other Microsoft Visual Studio 2010 Tools for Office Runtime

Notes!

1 Office 2007 requires SP3 and successive updates.

2 The Office installation needs to have the “.NET Programmability Support” option for Excel enabled.

3 Limited support.


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Obtaining the software

You will receive a link to the download site for the OneStop Reporting 4.5 installation files from OneStop Reporting or your OneStop Reporting partner.

The installation file is independent of your Windows system:

“OneStopReporting_v4.5.xxxxx.xxxx_Setup.exe”

Obtaining your licenses

Licenses are available from OneStop Reporting or via your OneStop Reporting partner, and will be updated when there are any changes. If you have not received your licenses after you have purchased the software, please contact [email protected] to obtain it.

mailto:[email protected]

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Client Installation

If you are an existing OneStop Reporting customer (using version 3.7 or older) you must uninstall OneStop Reporting from all clients using the applications before installing version 4.5 on these clients.

The installation program will automatically check for, download and install the prerequisites including .NET Framework 4.0 and Visual Studio Tools for Office.

Installing OneStop Reporting 4.5 on clients

1. Uninstall any previously installed versions of OneStop Reporting on the client.

2. Log on as a Windows user with administration rights.

3. Download and run the setup file for OneStop Reporting. See Obtaining the software on page

3 for more information about the appropriate file to download.

4. If your system does not have the prerequisites installed it will attempt to download and

install them. If they are already installed the installer will skip directly to the installation.

Click Next to start the prerequisites wizard.


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Please wait until the download finishes.

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When the download is complete the .NET Framework installer will start

Accept the terms and click Install to complete the setup of .NET Framework.


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Once the download finishes the .NET Framework installation will complete.

5. Once you see the “Welcome to the OneStop Reporting v4 Setup Wizard” click Next to install.

6. Accept the default directory or enter the destination where you want the setup files to

extract to and click Install to continue.

7. In the Welcome window, click Next.

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8. Read the License Agreement, select I Agree and click Next.

9. In the Select Installation Folder window, the default installation location for OneStop

Reporting is automatically displayed. If you want the program files to reside in a different

location click the Browse button to change the location. Then click Next.

In Windows Vista, 7 and 8 or on Windows Server 2008/2012 it is highly recommended to use the default Program Files or Program Files (x86) folder as this is a trusted location. A trusted location has certain security privileges which are required for Microsoft Excel add-ins such as OSR Report Designer and OSR Player.

Installing in a different folder will trigger the “Microsoft Office Customization Installer” dialog box the first time Excel is started after OSR has been installed, asking each user to confirm that the OneStop Reporting add-in should be installed for that user.


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10. In the Confirm Installation window, click Next to start the installation.

11. Please wait while OneStop Reporting is installed.

Note: In Windows Vista, 7 and 8, a User Account Control window may be displayed, asking

you if you want to allow the following program from an unknown publisher to make changes

to this computer. Click Yes when prompted.

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12. Click Close on the Installation Complete page to complete the installation.

13. If this is the first time OneStop Reporting is installed on this computer, you must start the

OSR Administration module and go through the Repository Setup Wizard (starts

automatically).

Installing users on Terminal Server

Preparation

1. Log on as a Windows user with administrator rights.

2. The Terminal Server needs to be configured to ensure that you are allowed to install Microsoft Installer (MSI) packages. This is done by changing a policy in the Windows Group Policy Editor.

Changing policy in the Group Policy Editor

1. Choose Start >> Run, type gpedit.msc and press Enter.

2. Navigate to Local Computer Policy >> Configuration >> Administrative Templates >>

Windows Components >> Windows Installer.

3. Right-click Disable Windows Installer and choose Properties. (You can also double-click

Disable Windows Installer to open up the properties.)

4. Select Enabled and set the Disable Windows Installer value to Never.

5. Click OK.


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Manually changing the MSI settings in the Registry

If the Group Policy Editor is not available on your server version, you can manually set this setting in the Windows Registry:

1. Open the Registry editor and navigate to: HKEY_LOCAL_MACHINE\Software\Policies\Microsoft\Windows\Installer

2. Create or modify the REG_DWORD value “DisableMSI” and set it to 0 (zero).

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You can change this setting back after you finish installation of OneStop Reporting.

Installation

For how to perform the installation, see Installing OneStop Reporting 4.5 on clients on page 4.

Notes:

Registry entries for OSR Report Designer and OSR Player are installed under

HKEY_LOCAL_MACHINE.

Shortcuts for OneStop Reporting components available from the Start menu are

installed in All users.


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Appendix 1 – Technical Information

OneStop Reporting Registry Keys

The following section provides information about the different registry keys for the OneStop Reporting applications.

Common Settings for All Components

[HKEY_LOCAL_MACHINE\Software\OneStop Reporting\Settings] "RepositoryServer"="<servername>"

[HKEY_LOCAL_MACHINE\Software\Wow6432Node\OneStop Reporting\Settings] "RepositoryServer"="<servername>"

OSR Report Designer/OSR Player on Windows 32-bit or Windows 64-bit with 64-bit Office

[HKEY_LOCAL_MACHINE\Software\Classes\OneStop.ReportPlayer.OSRFunctions] All sub keys.

[HKEY_LOCAL_MACHINE\Software\Classes\CLSID\{74B6B2D2-F28A-4F03-BB6A-6B5DA5306460}] All sub keys.

[HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Excel\Addins\OneStop.ReportDesigner] All sub keys.

Office 2007:

[HKEY_LOCAL_MACHINE\Software\Microsoft\Office\12.0\Common\General] “EnableLocalMachineVSTO”=”1”

Office 2010:


Office 2013:


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Will be added when user starts Excel:

Office 2007:

[HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Excel\Options] "OPEN"="/A \"OneStop.ReportPlayer.OSRFunctions\""

Office 2010:


Office 2013:


Note that the OPEN key may have a different number such as OPEN1 or OPEN35. This is OK.

OSR Report Designer/OSR Player on Windows 64-bit with 32-bit Office

[HKEY_LOCAL_MACHINE\Software\Classes\OneStop.ReportPlayer.OSRFunctions] All sub keys.

[HKEY_LOCAL_MACHINE\Software\ Wow6432Node\Classes\CLSID\{74B6B2D2-F28A-4F03-BB6A-6B5DA5306460}] All sub keys.

[HKEY_LOCAL_MACHINE\Software\Wow6432Node\Microsoft\Office\Excel\Addins\OneStop.ReportDesigner] All sub keys.

Office 2007:

[HKEY_LOCAL_MACHINE \Software\ Wow6432Node\Microsoft\Office\12.0\Common\General] “EnableLocalMachineVSTO”=”1”

Office 2010:


Office 2013:



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Will be added when user starts Excel:

Office 2007:


Office 2010:


Office 2013:


Note that the OPEN key may have a different number such as OPEN1 or OPEN35. This is OK.

Multiple repository databases

By default, the OneStop Reporting product suite uses a repository database called OSR_Repository. However, it is possible to set up multiple repositories by setting the following registry keys:

[HKEY_LOCAL_MACHINE \Software\OneStop Reporting\Settings] "RepositoryDatabase"="<databasename>"

[HKEY_LOCAL_MACHINE \Software\Wow6432Node\OneStop Reporting\Settings] "RepositoryDatabase"="<databasename>"

Note: These keys can also be set under HKEY_CURRENT_USER, but not at both HKEY_CURRENT_USER and HKEY_LOCAL_MACHINE at the same time.

Set these keys before starting OSR Administration to create a repository database.

Miscellaneous

OneStop user authentication

Windows Authentication is not available on the system before Access Management has been setup by the Administrator. Should you be prompted for a user login at application startup you should use the credentials for the OneStop Administrator (case sensitive):

User: Admin Password: admin

The password can be changed using OSR Administration.

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