#284 - XLReporter Setup

After installation of XLReporter, SQL Server Management Studio, SQL Server Configuration Manager, these are the first steps in XLReporter.

- Open the "Connectors" to edit the Microsoft SQL Server connection to the primary database, including server name, authentication (Windows/SQL), and database. Test the connection.

- Register the license by clicking on the "Register" button. Click on the "Options" menu to choose between an online or offline registration method. The online method requires a connection to the internet.

- Ensure CodeMeter Control Center license is activated.

- Perform a "System Check" in order to synchronize the folders, documents and files required to run the imported project.

- Manually trigger a report from the "On-Demand Reports" by selecting the report, selecting the start and end timestamps, and clicking "Refresh.

- During installation choose "Distributed Edition" in order to enable the distribute and security sections of XLReporter. Note that to modify an existing installation, it may be necessary to temporarily deactivate the license beforehand, otherwise the modification may fail.

Also before launching the installer, ensure the settings below are correctly configured in the Server Roles ("Windows Control Panel", "Program and Features", "Turn Windows Features On or Off", Add Roles and Features in the Server Manager):

- Server Roles: Enable Web Server (IIS).

- Bind the port number for this service in the Internet Information Services (IIS) Manager. Bind the port dedicated for XLReporter.

- In the XLReporter project explorer configure the web access with the IP address and the bound port. This is done in: File > Project Settings > Web Portal > xx.xx.xx.xx:Port, and "System Check" > Tools > Set up Web Portal > Web Portal URL.

- Test if it works in the local PC, opening a web browser and going to the x.x.x.x:port/xlrweb/xlrapp/login. Note that an error may occur depending on the login method. By default XLReporter manages the "Distributed Edition" login through a built-in Application Pool Identity. However this will not work if the project is located inside an user folder. Therefore it is necessary to move the folder to the root folder, e.g., C:.

- If a report fails to retrieve data when executed through the Web interface but runs successfully using XLReporter’s On-Demand Execution, the issue may be related to IIS user access settings. If the OPC server is installed on the same machine as XLReporter, set the Built-in account to LocalSystem. If the OPC server is hosted on a remote machine, or if the LocalSystem account does not resolve the issue, select Custom account, click Set…, and provide a username and password that are valid on the machine where the OPC server is running. After applying these changes, restart IIS by opening the Windows Command Prompt as an administrator and running the following command: iisreset.