How To Install XLReporter Local Distributed Editions

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How To Install XLReporter Local Distributed Editions

Uploaded by

Syed Muhammad Ali Omer

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

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How To

Install XLReporter
Overview
The following describes how all the steps involved in installing XLReporter on your system.

Software Requirements
The following software is required for all editions:
 Microsoft Windows 8 or above or Windows Server 2012 R2 or above
While Microsoft Excel is not required, if you would like to use Excel as the template design studio, Excel 2010
or higher is required.
Web Portal
Web Browsers
For the web portal, the following web browsers are supported:
 Google Chrome v74
 Safari (Macintosh only) v12.1.2
 Firefox v68
 Microsoft Internet Explorer v11
 Microsoft Edge
Cookies
Cookies must be enabled (or unblocked) in the web browser in order to access the web portal.
Internet Information Services
The web portal requires Internet Information Services (IIS) to be enabled in the operating system.
IIS is provided by Microsoft and is delivered as part of the operating system. By default, IIS is not installed and
so it must be done manually by an Administrator of the system.
For more information on installing IIS, see the How to configure IIS article.

Copyright © SyTech, Inc. 2021. All rights reserved.

Editions
The installation prompts for the Edition to install.

The following are available:

Local Edition
This is a standalone version that does not require IIS. A windows client is provided on the workstation where
XLReporter is installed for on-demand reporting and viewing.
Distributed Edition
This is a distributed version that does require IIS. A windows client is provided on the workstation where
XLReporter is installed for on-demand reporting and viewing. Additional roaming clients are provided with
features that depend on the product license.
In case of a distributed system, the xlrWeb virtual directory is always created.
Windows Client
This is a windows client for the Distributed Edition.

Distributed Edition Setup

When installing the Distributed edition you are prompted for some information regarding your system.

Copyright © SyTech, Inc. 2021. All rights reserved.

IP Address is the IP address of the local machine that users will enter to access the web portal. This is only
configurable if there are multiple IP addresses detected on the system.
Website defines the site in IIS where the XLRweb application is installed. By default this is Default Web Site but
if you would like to change this to another site defined in IIS, check Advanced and select the Website from the
list.
The Web Portal URL is the URL any user will use to connect to the web portal based on the settings above.
This can be copied to the clipboard to use after installation is complete.
Identity
These settings define the user account under which the web portal runs. By default this is set to
ApplicationPoolIdentity which is a built-in, very low level user. If XLReporter needs to access data or publish
reports to other places on the network that require a higher level user, this can be changed to either another
Built-in account or a Custom account which is a configured user on the machine or domain.
If the Identity needs to be changed installation, it can be done through the Internet Information Services (IIS)
Manager (accessible from the Windows Control Panel under Administrative Tools).

Expand the machine name and select Application Pools. On the right select XLRwebpool, right-click and select
Advanced Settings.

In the Process Model section, select Identity and click the browse pushbutton […].

Here are the same options that are presented by XLReporter during installation.

Projects
When installation is complete, XLReporter’s Project Explorer is automatically opened with the Demo project
loaded. This project demonstrates some of the high level features of the product.
It is highly recommended to create a new project to develop your project which can be done by selecting File,
New Project in the Project Explorer.

Registration
Evaluation
To perform an evaluation of the product, from the Project Explorer, under the Home tab click Register
Product.

Fill out the form and click Start Trial. This enables a two hour evaluation period. Once that time has expired,
return to Registration and click Extend Trial for another evaluation period.
Full License
There are two ways to license the product: purchase a hardware key or enter a soft key.
If a hardware key is purchased, simply plug it into the machine and the product is fully licensed.
For a soft key license, open Registration and click Enter Key.
Contact SyTech, Inc. with the Serial Number of the package along with the Lock displayed in the dialog. You
will be provided a Key. Enter the Key and click OK to license the product.

Change Editions
If the incorrect edition was installed initially, it can be changed by running the installation again.