Version

ReportPlus Server

Requirements

To install ReportPlus Server, you need the following requirements:

  • A Windows Server with 4 GB or more of memory.

  • Access to a MS SQL Server. (Repository, Secure Store and a few other databases used by the dashboard server will be created).

  • The Windows server should:

    • Have IIS Installed

    • Have .Net Framework 4.6 and ASP.Net 4.0 registered in IIS

    • Have Windows authentication enabled for IIS.

    • Be part of a Network Domain with access to users in an Active Directory. Dashboards Repository security is integrated with an Active Directory module in this version of ReportPlus Web.

    • Depending on the data sources that will be used for the dashboards, the Windows server may need to have some additional components installed to work properly with those data sources (e.g. to use Analysis Services or SharePoint the relevant client libraries must be installed). There are no other dependencies to just use SQL Server or Excel.

  • Supported Web Browsers:

    • Internet Explorer 11

    • Microsoft Edge

    • Chrome (two most recent major versions)

    • Firefox (two most recent major vesions)

    • Safari (only when using JSON Web Token SSO authentication)

ReportPlus Server Installer

The ReportPlus Web installer can be used to install a complete version of ReportPlus Web App, including the Web Repository.

The installation guide is out of this document’s scope. However, in order to have a simple version of ReportPlus Web installed, following the default configuration settings should be enough.

Note
NOTE

If using SSO Authentication, the ReportPlus embed web application needs to be installed as a separate IIS Application with anonymous access enabled. Use the ReportPlus Server installer to deploy the embed web application.

Principal configuration settings

During the installation process, some features of ReportPlus Web are configured and others are left with default values to be configured later if necessary.

The following are the main configuration settings, which can be modified in the web.config file of the ReportPlus server application.

Data Providers Configuration

In the ReportPlus Web App’s web.config there a section named infragistics.reportplus/extensions/dataProviders. This section is used to configure the data sources used by ReportPlus. For ReportPlus Server, consumer keys and secrets for any OAuth2 data providers must be configured when embedding. Below is an example of what this section may look like.

<!--web.config snippet-->
<configuration>
    <infragistics.reportplus>
        <extensions>
            <dataProvider providerId="DROPBOXPROVIDER">
                <providerProperties>
                    <property name="ConsumerKey" value="consumer_key"/>
      <property name="ConsumerSecret" value="consumer_secret"/>
                </providerProperties>
            </dataProvider>
            <dataProvider providerId="FACEBOOK">
                <providerProperties>
                    <property name="ConsumerKey" value="consumer_key"/>
      <property name="ConsumerSecret" value=" consumer_key "/>
                </providerProperties>
            </dataProvider>
            <dataProvider providerId="GOOGLE_ANALYTICS">
                <providerProperties>
                    <property name="ConsumerKey" value="consumer_key"/>
      <property name="ConsumerSecret" value=" consumer_key"/>
  </providerProperties>
           </dataProvider>
        </extensions>
    </infragistics.reportplus>
</configuration>
Note
NOTE

Any settings modified in this section will need to be changed in both the standard ReportPlus Server web.config along with the ReportPlus Embed Server web.config.

Geolocalization Bing Key

ReportPlus Web App renders the maps using Bing Maps; the Bing Maps’ key is set in ReportPlus Web’s web.config file.

<!--web.config snippet-->
<infragistics.reportplus>
    <geolocation geolocationBingKey="bing_key"/>
</infragistics.reportplus>

Logging

ReportPlus Server uses Log4Net to log dashboard server errors, warnings and helpful troubleshooting information. The quality of the information will depend on the configured logging level.

<log4net>
    <root>
        <level value="INFO"/>
        <appender-ref ref="RollingFileAppender"/>
        <appender-ref ref="TraceAppender"/>
    </root>
    <appender name="TraceAppender" type="log4net.Appender.TraceAppender">
        <layout type="log4net.Layout.PatternLayout">
            <conversionPattern value="%date [%5thread] [%username] %-5level -%message%newline%exception%newline"/>
        </layout>
    </appender>
    <appender name="RollingFileAppender" type="log4net.Appender.RollingFileAppender">
        <file value="_log\app.log"/>
        <appendToFile value="true"/>
        <rollingStyle value="Size"/>
        <maxSizeRollBackups value="10"/>
        <maximumFileSize value="10MB"/>
        <staticLogFileName value="true"/>
        <layout type="log4net.Layout.PatternLayout">
            <conversionPattern value="%date [%5thread] [%username] %-5level - %message%newline%exception%newline"/>
        </layout>
    </appender>
</log4net>

Local Files Folder

In some cases, dashboards are designed using local file data sources, with files stored in the device in which the dashboard was designed. To load a dashboard dependent on local files in ReportPlus Web App, ensure those local files are also accessible to the ReportPlus Web App server. The path to those files is specified in ReportPlus Web’s web.config file.

<!--web.config snippet-->
<configuration>
    <infragistics.reportplus>
        <extensions>
            <dataProvider providerId="LOCALFILE">
                <providerProperties>
                    <property name="RootFolder" value="path_to_local_file_folder"/>
                </providerProperties>
            </dataProvider>
        </extensions>
    </infragistics.reportplus>
</configuration>

Databases

If installing on the default installation path, then these entries are all mapped to the same database (if necessary, they can be separated).

  • repository: The tables that persist dashboards, folders, and permissions for the dashboard repository.

    <!--web.config snippet-->
    <configuration>
        <infragistics.reportplus>
            <repository repositoryConnectionString="connection_string_for_repository"/>
        </infragistics.reportplus>
    </configuration>
  • security: Maintains users and passwords configured to have access to different data sources. This information is encrypted.

    <!--web.config snippet-->
    <configuration>
        <infragistics.reportplus>
            <security
                secureStorageConnectionString="connection_string_for_secure_storage"
            />
        </infragistics.reportplus>
    </configuration>
  • usageMetrics: If enabled, this database stores usage information including visualizations and data sources.

    <!--web.config snippet-->
    <configuration>
        <infragistics.reportplus>
            <usageMetrics
                usageMetricsConnectionString="connection_string_for_usage_metrics"
            />
        </infragistics.reportplus>
    </configuration>