Installing OneStop Reporting Products on Client Computers

Transcription

1 Installing OneStop Reporting Products on Client Computers Contents 1 Introduction 2 System Requirements 3 Installation 4 System Integration Updates 5 Appendix 2010 OneStop Reporting support@onestopreporting.com Version 2.4 1

2 1. Introduction This document describes the installation process for OneStop Reporting products. All products mentioned in this document can be downloaded from See the document OneStop Reporting Product Overview and Deployment for more information about the products and discussions about deployment strategies. 2. System Requirements Supported platforms (32 or 64-bit): Windows Server 2000/2003/2008 Windows XP Windows Vista Windows 7 Supported Microsoft Office versions: OneStop Report Designer: - Microsoft Excel Microsoft Excel bit - Microsoft Excel bit (See the Appendix for specific instructions) OneStop Report Player: - Microsoft Excel Microsoft Excel Microsoft Excel bit - Microsoft Excel bit (See the Appendix for specific instructions) Additional prerequisites (will be installed automatically): All products: - Microsoft.NET Framework 3.5 SP1 OneStop Report Designer and OneStop Report Player Visual Studio 2010 Tools for Office Runtime OneStop Report Designer and OneStop Report Player Microsoft Office 2007 Primary Interop Assemblies - Visual Studio Tool for the Office System 3.0 Runtime Service Pack 1 OneStop Report Player 2003: - Microsoft Office 2007 Compatibility Pack - Microsoft Office 2003 Primary Interop Assemblies - Visual Studio 2005 Tools for Office Second Edition Runtime - Shared Add-in Support Update for Microsoft.NET Framework 2.0 (KB908002) 2

3 3. Installation 3.1 Application installation for Clients Go to the download site and click on the link for your desired product. During the installation process you will be prompted for user interaction in a number of dialogs. These dialogs are self-explanatory and omitted in order to reduce the size of this document. When the file installation is complete the Repository Setup Wizard will appear (see next section): 3.2 Repository Wizard 1. If this is the first time you install an OneStop Reporting product you will be presented with the Repository Wizard dialog: Successive updates of a OneStop Reporting application will detect if the Repository has already been configured and ask to continue to use the existing settings or to run the Repository Wizard: 2. Next, select which type of OneStop Reporting Repository you want to install. 3

4 3. If you have selected SQL Server database you will get the choice of creating a new Repository or connect to an existing. If this is the first client you install an OneStop Reporting product on you must choose Create new. For the remaining clients you should choose Connect to existing and select or enter the appropriate SQL Server name in the Server field in order to point all clients to the same OneStop Reporting Repository. 4. Next, the Wizard will ask you to enter connection information to your SQL Server database engine in order to create a repository database. The SQL Server login you enter must have permissions to create a database and a login. Normally this should be the sa user. A database called OSR_Repository and a login for this database called osruser will be created on the specified server. If you choose SQL Server Authentication you must be logged on as a Windows user with the same required SQL Server permissions. 4

5 5. Select the Integration Package applicable for your system and click Next to download and install the package into your Repository: The Download System Integration Packages dialog is also available from the OneStop Reporting applications. 6. In the next screen you can enter your license numbers: You do not need to enter a license number for products you are not going to install. 7. The Repository Setup Wizard is now complete and the installation will finish. 5

6 4. System integration updates The System Integration Packages installer is available under Options. If an update is available it will show in the Status column: 5. Appendix Microsoft Office Bit Running Report Designer or Report Player on Excel Bit requires a registry change in order to make the products work properly. This is because the installations are currently only available as 32-bit applications. Follow these steps: Install the products as described in this document 6

7 Download and run the RegistryTool from this location: Select the appropriate product and click the Apply Office Bit fix button Report Composer and Integrated Database Repository on 64-bit systems If you want to run using Integrated database as Repository on 64-bit platforms you need to manually install Microsoft SQL Server Compact 3.5 SP1 32-bit and 64-bit versions. OneStop User Authentication: Windows Authentication is not available on the system before Access Management has been setup by an administrator. Should you be prompted for a user login at application startup you should use the credentials for the OneStop Administrator (case sensitive): User: Admin Password: admin Uninstall The OneStop Reporting products may be uninstalled using the ordinary Windows Add/Remove approach to remove the applications. 7