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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 support@reportexec.com

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