Report Exec Enterprise Installation Guide Exec Enterprise... · 3 GB available for SQL Server...
Transcript of Report Exec Enterprise Installation Guide Exec Enterprise... · 3 GB available for SQL Server...
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Contents
Introduction .................................................................................................................................................................. 2
Hardware and Software Requirements ........................................................................................................................ 2
Technical Support ......................................................................................................................................................... 3
Download ...................................................................................................................................................................... 3
Windows Block Feature..................................................................................................................................................................... 3
Prerequisites ................................................................................................................................................................. 4
SQL Database Install...................................................................................................................................................... 4
Required SQL Server Features ............................................................................................................................................................... 4
Installing the SQL Database ................................................................................................................................................................... 5
What does the SQL installer do? ........................................................................................................................................................... 8
General Steps of the SQL installer ..................................................................................................................................................... 8
Confirming a Successful Database Installation ...................................................................................................................................... 8
Verify SQL Database Version ............................................................................................................................................................. 8
IIS Website Install .......................................................................................................................................................... 9
Windows Server Role Services............................................................................................................................................................... 9
Windows Server 2008/2008R2 Server Roles ..................................................................................................................................... 9
Windows Server 2012/2012 R2 Server Roles .................................................................................................................................. 10
Installing the Website Files .................................................................................................................................................................. 11
Additional Notes .................................................................................................................................................................................. 13
IIS Website Configuration ........................................................................................................................................... 14
Application Pool................................................................................................................................................................................... 14
64-bit Server Application Pool......................................................................................................................................................... 14
Dispatch Mobile App Pool (Dispatch Customers Only) ................................................................................................................... 14
Website folder NTFS Permissions ........................................................................................................................................................ 14
Authentication ..................................................................................................................................................................................... 14
Handler Mappings ............................................................................................................................................................................... 15
Converting the website folders to Applications .................................................................................................................................. 15
Default Documents .............................................................................................................................................................................. 15
Confirming a Successful Installation ........................................................................................................................... 15
Verify Application Readiness ............................................................................................................................................................... 15
Post-Installation Checklist ................................................................................................................................................................... 15
Lightweight Directory Access Protocol (LDAP) Setup ................................................................................................. 16
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Overview
Introduction
The Report Exec Enterprise application is a robust web application that has many considerations that need to be taken when
performing the initial installation and configuration of the program. All of the settings needed for a proper installation of the
program will be covered in the following manual.
Hardware and Software Requirements
Hardware requirements for the Report Exec Enterprise system are based on recommended specifications for Microsoft Operating
Systems. The Report Exec program utilizes Microsoft SQL and IIS Server software.
HARDWARE SPECIFICATIONS
Minimum Supported Requirements Recommended Specifications - SQL Server - SQL Server
2 GB of available RAM assigned to SQL (not optimal) 4 GB of available RAM or more assigned to SQL Multi-core processor or better Quad-core processor or better 3 GB available for SQL Server installation and initial usage, plus room for perpetual growth
5 GB available for SQL Server installation, plus room for perpetual growth
- IIS Server - IIS Server 2 GB of available RAM or more (not optimal) 4 GB of available RAM or more Multi-core processor or better Quad-core processor or better 2 GB available for IIS server installation and initial usage, plus room for perpetual growth
5 GB available for web server installation, plus room for perpetual growth
- Client - Client Enough available memory and processing power to adequately operate a complex web application.
Enough available memory and processing power to adequately operate a complex web application.
SOFTWARE SPECIFICATIONS Minimum Supported Requirements Recommended Specifications
- Server - Server Microsoft Windows Server 2008 or higher Microsoft Windows Server 2012 or higher Microsoft SQL Server 2008 or higher Microsoft SQL Server 2012 or higher IIS 7.0 or higher IIS 8.0 or higher Microsoft .NET Framework 4.5 on IIS Server Microsoft .NET Framework 4.5 on IIS server
- Client - Client Windows 7 or higher Windows 7 or higher Mac OSX 10.6 (Snow Leopard) or higher Mac OSX 10.8 (Mountain Lion) or higher One of the following web browsers: One of the following web browsers: Internet Explorer 11.0 (Windows only) Internet Explorer 11.0 (Windows only) Google Chrome 17.0 or higher Google Chrome with the latest updates Mozilla Firefox 5.0 or higher Mozilla Firefox with the latest updates Safari 5.0 or higher (OSX only) Safari with the latest updates (OSX only) Microsoft Edge (Windows 10) Microsoft Edge (Windows 10)
- Dispatch Clients ONLY - Dispatch Clients ONLY Windows Operating Systems Only Windows Operating Systems Only Microsoft .NET Framework 4.5 Microsoft .NET Framework 4.5 Microsoft Report Viewer 2010 Microsoft Report Viewer 2010
Note: The Report Exec database will work in a clustered environment.
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Technical Support
Technical Support is available from 8am – 4pm Central Time, Monday – Friday, if there are error messages or issues that cannot be
figured out or resolved by an I.T. Professional. Report Exec Technical Support can be reached by emailing [email protected]
or by call calling (414) 304-8500 option 2.
Download
All of the necessary install files for Report Exec Enterprise can be obtained from the Online Support Center. The username and
password supplied at the time of purchase, found on the licensing certificate, are required to enter the site. If the login information
has been misplaced then please feel free to contact Note: The Report Exec database will work in a clustered environment.
Technical Support.
The Report Exec Online Support Center is
accessed at http://www.reportexec.com/login/.
Sign in with the provided username and
password and select Enterprise Version Update.
Here, there will be access to a number of
different resources that are covered in the
Software Service Program (SSP) agreement.
Under the Server Installation/Update File
section are the two files needed to the
complete the main installation of the program.
Crystal Reports 2011 will automatically
download and install during the IIS installation. If your server does not have access to the internet then you can download that file
from the Support page.
Download each file and be sure to first
SAVE them to the server or a workstation
that can access the server. The SQL
installation file can be executed remotely
by a user that has access to the SQL server
to do database installations. The IIS
installation file must be executed locally
on the IIS server itself.
Windows Block Feature
By default, Windows will put a block on files downloaded
from a location outside of the organization’s network. It is
extremely important to make sure that the install files are
not blocked. To do so, right click each of the downloaded
files in turn and select Properties. On the General tab, click
the Unblock button and Apply the changes. If the Unblock
button does not exist then this step can be disregarded.
The installers cannot be guaranteed to work when they are
executed with the Windows “block” enabled.
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Installation
Prerequisites
The following settings are required to install all aspects of Report Exec Enterprise in order to ensure a smooth and timely installation
process:
Microsoft Windows server that is not a Domain Controller.
IIS Server must be running IIS 7.5 or higher (can be the same server as SQL, or separate).
IIS server must have Microsoft .NET Framework 4.5 installed. SQL server needs 4.5 if installer is executed on server.
IIS Server must have the required Role Services enabled. See section: Windows Server Role Services
Must have Local Admin rights to the IIS server to install as-well-as update the web applications.
SQL Server must be running SQL 2008 R2, SQL 2012, or SQL 2014 (can be the same server as IIS, or separate).
SQL Server must be installed and using Mixed Mode authentication.
Must have sysadmin (SA) rights to the SQL Server to install as-well-as update the database.
SQL Database Install
Required SQL Server Features
Report Exec Enterprise only requires a SQL server with basic features enabled. All other SQL features are enabled at the discretion
of an agency’s I.T. Department as they are not required, or used, by Report Exec.
SQL Server 2008
Instance Features
Database Engine Services
Full-Text Search
Shared Features
Management Tools – Basic
Management Tools – Complete
SQL Server 2012 and 2014
Instance Features
Database Engine Services
Full-Text and Semantic Extractions for Search
Shared Features
Management Tools – Basic
Management Tools – Complete
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Installing the SQL Database
The SQL installer can be executed from the IIS server. The workstation that is being used to install Report Exec Enterprise can be any
machine on the network with access to the SQL server in question, including the server itself, as long as the Windows User Account
has rights to create databases and users in SQL.
If the SQL installer is executed on the SQL server then Microsoft .NET Framework 4.5 is also needed on the SQL server.
1. Locate and run the Report Exec Enterprise SQL.exe installation file that should already be saved to a directory that has
access to the SQL server.
2. The installation file will want to know the destination
folder to extract all of the contained update files. It is
recommended to keep the default directory of
C:\Program Files (x86)\Competitive Edge Software
Inc\Report Exec Database Updater\ and simply click
Next.
3. The installer will then request the name of the database
server to install the Report Exec database to and credentials for
the Windows User Account that will be performing the
installation. The Windows User Account that is performing the
installation will need sysadmin (SA) rights in SQL. The default
name of the Report Exec database is REX. Click Next to
continue with the installation.
4. The installer should now have enough information to
extract the support files needed to complete the
database installation and update. If ready, click
Continue to begin the update which will now extract
the files needed for the installation to proceed. The
files will be extracted to the directory previously
specified at this time.
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5. The installer is now ready to create the Report Exec
database. Clicking Create Report Exec Database will launch
the database installation package which creates the
REX_Data.mdf (Master Data File) and REX_Log.ldf (Layered
Data Format) files in the main SQL Data directory.
Note: If a different directory aside from the main SQL Data directory is desired then the data and log files can be manually detached
and moved to a different directory as needed in a later step using SQL Management Studio.
6. Next, the installer will now update the newly
installed Report Exec database to the latest version of
Report Exec. When the Update Report Exec Database
button is clicked the REX_SCHEMA_Data.mdf and
REX_SCHEMA_Log.ldf file will be installed to the main
SQL Data directory.
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7. The installer will now
launch the database
update program and begin
the steps necessary to
update the Report Exec
database to the latest
version. A RedGate
compare is done which will
produce a script that will
run to make all of the
necessary changes which
sync the Report Exec
database with the updated
Report Exec schema. Once
the update is complete a
Close button will appear.
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What does the SQL installer do?
In addition to creating REX database and all the tables needed for the database, the Enterprise SQL installer automatically performs
additional maintenance needed for the application. Two resource accounts will be created that utilize Mixed-Mode Authentication.
These accounts are necessary for the web application to communicate to the Report Exec database installed on the SQL Server. The
accounts are given the permissions needed to properly pull data during the installation.
General Steps of the SQL installer
Automatically run REX_DB_Install.exe.
Creates default ReportExec database .mdf and .ldf files in the main SQL data folder if the specified database does
not exist.
Creates the cesi_user account for the user side of the application whose credentials are used in an encrypted string
for the web application.
Create the cesi_admin account for the admin side of the application whose credentials are used in an encrypted
string for the web application.
Give the appropriate rights for the cesi_user account to the ReportExec database in order for the user side of the
application to work correctly.
Give the appropriate rights for the cesi_admin account to the ReportExec database in order for the admin side of
the application to work correctly.
Automatically run Report_Exec_DB_Schema_Install.exe.
Creates updated Rex_Schema .mdf and .ldf files in the main SQL data and log folders.
Automatically run ReportExecDataUpdate.exe.
Runs a database compare between the current version of the ReportExec database and the updated Rex_Schema.
The compare program then produces a script that will run to make all of the necessary changes which sync the
ReportExec database with the updated ReportExec Schema. During this entire process only the ReportExec
database is targeted. The Rex_Schema and all temporary files can be disposed of, if needed, once the updater has
completed successfully.
The SQL installer touches nothing else and only deals with relevant temporary files concerning the Report Exec application and does
nothing else to any general system files, server files, or anything globally for SQL that would conflict with other applications or
databases.
Confirming a Successful Database Installation
Verify SQL Database Version
Executing the following query in SQL Management Studio against the Report Exec database will display the current version number
which should confirm if the database update went successfully.
Simply copy and paste the following SQL query into a query window within SQL Management Studio.
/**************** Display Current Report Exec Database Version ****************/ SELECT * FROM dbo.[Data] WHERE [Datatype] IN ('DBVersion','DBVersionDisplay') /******************************************************************************/
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IIS Website Install
The following IIS Role services will need to be enabled on the IIS Server for proper application functionality. Windows Server 2008
and Windows Server 2012 each handle Server Roles slightly differently.
Windows Server Role Services
Windows Server 2008/2008R2 Server Roles
Server Roles
Application Server
Web Server (IIS)
Application Server > Role Services
.NET Framework 3.5.1
Web Server (IIS) Support
HTTP Activation
Web Server > Role Services
Common HTTP Features
Static Content
Default Document
Directory Browsing
HTTP Errors
HTTP Redirection
Application Development
ASP.NET
.NET Extensibility
ISAPI Extensions
ISAPI Filters
Security (all)
Basic Authentication
Windows Authentication
Digest Authentication
Client Certificate Mapping Authentication
IIS Client Certificate Mapping Authentication
URL Authorization
Request Filtering
IP and Domain Restrictions
Performance (all)
Static Content Compression
Dynamic Content Compression
Management Tools (all)
IIS Management Console
IIS Management Scripts and Tools
Management Service
IIS 6 Management Compatibility
IIS 6 Metabase Compatibility
IIS 6 WMI Compatibility
IIS 6 Scripting Tools
IIS 6 Management Console
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Windows Server 2012/2012 R2 Server Roles
Server Roles
Application Server
Web Server (IIS)
Web Server
Common HTTP Features
o Default Document
o Directory Browsing
o HTTP Errors
o Static Content
o HTTP Redirection
Performance (all)
o Static Content Compression
o Dynamic Content Compression
Security
o Basic Authentication
o Digest Authentication
o IIS Client Certification Mapping Authentication
o URL Authorization
o Windows Authentication
Application Development
o .NET Extensibility 3.5
o .NET Extensibility 4.5
o Application Initialization
o ASP.NET 3.5
o ASP.NET 4.5
o ISAPI Extensions
o ISAPI Filters
Management Tools (all)
IIS Management Console
IIS 6 Management Compatibility
o IIS 6 Metabase Compatiblity
o IIS 6 Management Console
o IIS 6 Scripting Tools
o IIS 6 WMI Compatiblity
IIS Management Scripts and Tools
Management Service
Features
.NET Framework 3.5 Features
.NET Framework 3.5
HTTP Activation
.NET Framework 4.5 Features
.NET Framework 4.5
ASP.NET 4.5
IIS Hostable Web Core
Application Server > Role Services
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.NET Framework 4.5
Web Server (IIS) Support
Installing the Website Files
The IIS sites can be installed on the IIS Server at any time however they need the database to exist in order to establish the
connection string that governs the communication between the sites and database. Once the database is properly installed and
updated the IIS sites will be pointed there to complete the install process.
The Report Exec Enterprise IIS.exe must be executed locally on the IIS Server.
1. Locate the Report Exec Enterprise IIS Install.exe that
should already be saved to a local directory (such as
the desktop) on the IIS Server and unblocked. When
the installer is launched the welcome screen is
presented. Click Next to continue.
2. The default location for the user website is
C:\Inetpub\wwwroot\. The default install location can be
changed as needed with the Change button. Once the
destination folder has been confirmed, click Next to proceed
to the next step of the installation.
3. The installer should now have the information it needs
to continue with installing the website files to the
server. If the settings need to be reviewed at this point
click the Back button. When ready, click Install to
continue with the installation.
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4. A progress bar indicating where the installation
progress is at will be displayed.
5. When all of the website files have been installed to the
chosen directory the completion screen will be
displayed. Click Complete Configuration to install
Crystal Reports and launch the CESI ReportExec
Configuration App which will create the web.config file
that holds the connection string.
6. The installer will now verify whether Crystal Reports 2011 is
installed on the server or not. If it is not installed a message will be
displayed providing the option to download and install the file
automatically if there is an internet connection. Clicking Yes will open
a window to choose where to save the installer. Clicking No will give
the opportunity to copy the URL1 to the clipboard so that the file can
be manually downloaded from a different workstation.Crystal Reports
2011 will now be installed.
1 Crystal Reports Runtime 13.0.5: http://downloads.businessobjects.com/akdlm/crnetruntime/clickonce/CRRuntime_32bit_13_0_13.msi
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7. The CESI ReportExec Configuration
App will now launch twice, in
succession, to create the connection
strings, once for the User website,
once for the Admin website. It is
recommended to not use (local), but
instead use the name of the server
itself comma SQL port number i.e.
servername,1433. Enter the name of
the Report Exec database in the
Database field. The default database
name is REX. If the password for the
cesi_user and cesi_admin account in
SQL has not been changed then the
Test button will produce a login
success message when it tries to
connect to the database. Click Finish
to close the config app once there is a successful test.
a. The ASP.NET Session Settings should be left with the default selection of In Process. The SQL State Database and
the IIS State Server settings are for specific configurations that would only be known to a DBA. These settings
should be disregarded unless a knowledgeable DBA has a specific reason for utilizing these functions.
8. Once the CESI ReportExec Configuration App is
closed a message indicating a successful installation will be
displayed. Click OK.
Additional Notes
If the Report Exec websites are
installed on a different
partition/volume other than the
C:\ drive, then the aspnet_client
folder found in
C:\inetpub\wwwroot will need
to be copied over to the IIS
directory on the other
partition/volume.
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IIS Website Configuration
Application Pool
The IIS website installation will have already created a new application pool named ReportExec at the time of the install. The
application pool uses .NET Framework v4.0 and has a Managed pipeline mode of Integrated. Right-click the Application Pool and
go to Advanced Settings. The Identity should be set to use ApplicationPoolIdentity.
64-bit Server Application Pool
On a 64-bit (x64) IIS Server, after the new Application Pool has been created, right click the App Pool in the list of Application Pools
on the right and go to Advanced Settings. Be sure that Enable 32-Bit Applications is set to True.
Dispatch Mobile App Pool (Dispatch Customers Only)
The ReportExec_DM App Pool needs the Managed pipeline mode setting set to Classic.
Website folder NTFS Permissions
The Windows system account NETWORK SERVICE, and the system
Group IIS_IUSRS, must be added and given Modify rights to the
top level IIS folder, wwwroot by default (shown on the right).
Authentication
In the Authentication section of IIS Manager, for either the
Default Website or each individual site application, right-click
Anonymous Authentication and select the radio button to use
Application Pool Identity (shown below).
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Handler Mappings
The Handler Mappings required for the Report Exec Enterprise application will be created automatically by the web.config in the
website folders. The three Handler Mappings used specifically by Report Exec are; ActiveReport, ARCacheItem, and rpx.
Converting the website folders to Applications
In order for the IIS Server to feed Report Exec out to client computers the website folders need to be converted to applications in IIS
Manager. For a default installation the IIS installation process will have already converted the default directories into applications
eliminating the need to do this manually.
Default Documents
Two default documents will be automatically added to the Report Exec website by the IIS installer; main.aspx and logon.aspx.
Confirming a Successful Installation
Verify Application Readiness
Logging into both the Admin and User side of the program will verify that the application and SQL server are properly
communicating with eachother.
Post-Installation Checklist
SQL database (REX) installed and updated to the latest version of the application.
Report Exec User Website successfully installed on the IIS Server and pointed to the REX database.
Report Exec Admin Website successfully installed on the IIS Server and pointed to the REX database.
Five Application Pools dedicated to the Report Exec application successfully created on the IIS Server.
o ReportExec
o ReportExec_360
o ReportExec_DM
o ReportExec_SignalR
o ReportExec_WebApi
Enabled 32-bit mode for the ReportExec Application Pool if installed on a 64-bit IIS Server.
NETWORK SERVICE account given Modify rights to the top-level folder, wwwroot by default.
IIS_IUSRS account given Modify rights to the top-level folder, wwwroot by default.
Anonymous Authentication set to use the Application Pool Identity for CESIReportExec, CESIReportExecADMIN,
CESIReportExec360, CESIReportExecSignalR, and CESIReportExecWebApi.
Crystal Reports successfully installed on the IIS Server.
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Lightweight Directory Access Protocol (LDAP) Setup
See document: Report Exec Enterprise LDAP Integration.pdf