Running the Installer - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase

Running the Installer - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform

OnBase

Product

Reporting Dashboards

Release

Foundation 23.1

License

Launch the Reporting Web Viewer installer by executing setup.exe. This executable is usually located in the \install\Reporting Viewer\ folder of your source installation files.

Note:

If the installer is being copied from the source location to be run from a different location, the entire Reporting Viewer folder and its contents must be copied to the new location.

Tip:

For complete details on running the installer from the command line, see Controlling the Installer from the Command Line.

The Hyland Reporting Viewer installation welcome dialog is displayed.

Note:
If you are modifying or removing a previous installation, the Program Maintenance dialog is displayed. See, Change, Repair, or Remove an Installation.
Click Next. The Destination Folder dialog box is displayed.
Click Change to change the installation location. By default the Web Viewer is installed to C:\inetpub\wwwroot\ReportingCViewer\. If you do not change the installation location the Web Viewer is installed to the default location.

Note:
The installation location entered is configured under IIS as the virtual directory for Internet access to the Reporting Dashboards Web Viewer.

If Change is clicked the Change destination folder dialog box is displayed.

Enter a Folder name in the field provided or select it from the Look in drop-down list, then click OK.
Click Next. The Data Source dialog box is displayed.

From the Select or enter a data source drop-down list, select the data source for the OnBase database associated with the dashboards you want to display data for, or enter a valid data source if it is not listed.

Note:
The data source used to provide data for the Web Viewer to display must be licensed for Reporting Dashboards. Additional licensing may be required to display dashboards or reports that include data from other OnBase modules. See Licensing.
Click Next. The Dashboard Viewer Settings dialog box is displayed.
- Select a Web Site to install the Reporting Web Viewer to from the drop-down list. The Web Site list is populated with the Web Servers configured in IIS and available to the target machine.
- Enter a name for the Web Viewer in the Application Name field.
  
  Note:
  The Web Viewer application name must be unique. It is a best practice not to use parentheses in the application name.
- Under Communication Method, select the how the Web Viewer will communicate with the OnBase Application Server.
  
  Remoting:.NET remoting allows the Web Viewer to use binary over HTTP to communicate with the OnBase Application Server. Remoting provides better performance than SOAP and is enabled by default. You may be unable to use remoting if a firewall needs to inspect the information passed to and from the Web Viewer, such as when the Web Viewer and the OnBase Application Server are hosted on different machines. In these situations, use SOAP.
  
  SOAP: SOAP allows the Web Viewer to use XML SOAP over HTTP to communicate with the OnBase Application Server. This option is useful for load balancing or situations where a firewall needs to inspect the information passed to and from the Web Viewer. If a load balancer is balancing traffic, then the Web Viewer must be configured to use SOAP.
  
  Tip:
  In most situations, select Remoting if the Web Viewer and the OnBase Application Server are hosted on the same machine. If the Web Viewer and OnBase Application Server are hosted on different machines, select SOAP.
- Select Use identity impersonation to run the IIS worker process to use identity impersonation to run the installed Web Viewer under the account specified. If this option is deselected then the Web Viewer runs under the Network Service account.
  
  The impersonation account is granted modify rights to the directories and sub-directories used by the Web Viewer (in a default installation, DashboardViewer is the Web Viewer directory). The installer does not add modify rights for any other groups.
- Select Enable TLS to run the Web Viewer using an HTTPS connection. If this option is deselected then an insecure network connection is used. You are prompted to acknowledge that you understand the risks associated with disabling this security layer before you can proceed with the installation.
  
  Note:
  Selecting Enable TLS does not configure an HTTPS binding. If this option is selected, you must ensure that your server is correctly configured for HTTPS connections.
- Select Use NT/LDAP Authentication to enable Active Directory or LDAP Authentication for the Web Viewer.
Note:
Selecting Use NT/LDAP Authentication does not configure Active Directory or LDAP, it only allows the Web Viewer to use it. If this option is selected, you must ensure that your OnBase system is correctly configured to use Active Directory or LDAP authentication.
Click Next. If you deselected Enable TLS you are prompted to acknowledge that you understand the risks associated with disabling this security layer before you can proceed with the installation.
A second Reporting Viewer Settings dialog box is displayed.
- In the Reporting Viewer base URL field, enter the URL of the Reporting Dashboards Web Viewer you are installing (e.g., http://localhost/ReportingViewer). The default value populated in this field is based on previous installation selections and current user input. Ensure that the URL root entered is accurate. The URL must reflect the machine and virtual directory that will contain the Web Viewer.
  
  Note:
  The installer only supports installation to a virtual directory. You cannot use the installer to install to a Web site root. If you selected Enable TLS earlier in the installation, the Reporting Viewer base URL must begin with https://. The name of the virtual directory must match the configured Application Name for the Web Viewer.
- In the Application Server URL field, enter the full URL to the Service page on the OnBase Application Server that will be used to communicate with the data source configured. The file extension of the service page depends on the Communication Method you selected in the previous Reporting Viewer Settings dialog box. If you selected Remoting, the service page is Service.rem. If you selected SOAP, the service page is Service.asmx.
  
  Tip:
  It is recommended to use localhost in the URL of the Application Server when it is being installed on the same machine as the Web Viewer. For example, http://localhost/AppServer/Service.rem.
  
  The default value populated in this field is based on previous installation selections and current user input. Ensure that the URL entered is accurate. The URL must reflect the machine and virtual directory that contains the OnBase Application Server that will be used to communicate with the data source configured.
Click Next. The IIS Settings dialog box is displayed.
- In the User Name field, enter the domain and user name to use to run the IIS worker process for your server. This must be entered in the domain\username format.
- In the Password field, enter the password that corresponds to the user name provided.
- In the Confirm Password field, re-enter the password that corresponds to the user name provided. This is used to ensure that the password is typed correctly.
Click Next. The Ready to install Hyland Reporting Viewer dialog box is displayed.
Click Install to install the selected components.
Click Back to return to the previous dialog boxes to change configuration options, or click Cancel to close the installer without installing the Web Viewer
When the Completed the Hyland Reporting Viewer Setup Wizard dialog box is displayed, click Finish to complete the installation.

Tip:
In order to ensure that the required system settings take effect, it is a best practice to restart the installing machine once the installer has finished.