Administrating Report Exec Enterprise - Competitive Edge Software ...

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Dec 4, 2013 (3 years and 6 months ago)

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Report Exec Enterprise
Install

Manual


Table of Contents


Report Exec Enterprise Install Manual

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2

Hardware and Software Requirements

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3

Minimum Requirements:
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3

Recommended Specifications:

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3

Prerequ
isites Before Installing Report Exec Enterprise

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3

Install Files


From CD or Download

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4

CD Contents

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4

Downloading the Install Files from Our Website

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5

Install Steps

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5

SQL Database Install

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6

SQL Database Update
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8

User Website Install on IIS

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11

Admin Website

Install on IIS
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14

IIS Website Configuration

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18

Adding Required HTTPHandlers

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18

New Mapping Options Quick Reference Table

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20

Grant Modify Permissions to the ASP.NET Account

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22

Maintaining Your

Database

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23

Backing up the Database

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23

Restoring the Database

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24

Detaching the Database

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25

Attaching the Database

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26

Trouble Shooting Tips

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27

Administrating Report Exec Enterprise

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27

Configuring Locations

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27

Configuring Groups and Users

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28

Adding Users to the System

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29

Adding Groups to the System

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29

Entity Contact Con
figuration

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30

Citation Statute Configuration

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31

Company List Configuration

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31

Report Disposition Configuration

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31

Reporting Configuration

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31

Reporting Sub Module Configuration

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31

Reporting Sub Module Name Configuration

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31

Property Location Configuration

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31

Trespass Letter Configuration

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32

Location Address Configuration

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32

Other Data

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32

Dictionary Table Reference

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33





Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


3

Hardware and Software Requirements


Hardware specifications
for the Report Exec Enterprise system is ba
sed on recommended specifications for Microsoft
Operating Systems. For

optimal performance,

refer to the recommended hardware specifications. It is required to have
MS SQL Server and IIS Server software. This Microsoft software and our Enterprise software can be installed on a single
server, two separate servers, or in a
clustered environment.


Minimum Requirements:





2 GB RAM




Pentium Class Processor




Windows 2000 Server family, Windows 2003 Server family, Windows 2008 Enterprise R2 Edition.




MS SQL Server 2005 or higher




2 GB IIS Server space




3 GB SQL Server space




Internet Explorer 6 or higher on clie
nts




Microsoft .Net Framework v2.0 on IIS machine


Recommended Specifications:





4 GB RAM or more




Pentium 4 family compatible processor




Windows 2003 Server family and Windows 2008 Enterprise R2 Edition.




MS SQL Server 2005 or higher




5 GB IIS

Server space




5 GB SQL Server space




Microsoft .Net Framework v2.0 on IIS machine




The client machines will require Internet Explorer 6.0 or higher running on a Windows platform and an inter/intranet
connection to your web server.


Prerequisites Bef
ore Installing Report Exec Enterprise


In order to install and run Report Exec Enterprise, your server will need to meet these install requirements:





Server with Microsoft Windows Software installed and NOT a domain controller.




Server must be running

IIS 6
.0 or higher.




Server must be running SQL Server 2005 or higher (can be a separate server from IIS).




IIS Server and SQL server must have Microsoft .Net Framework 2.0 installed.




IIS Server must have the ASP.NET Service turned on (enable the se
rvice in Add/Remove Windows Components,
Application Server, ASP.NET).




Must have SA rights to the SQL server in order to install the database.




Must have Admin access to the IIS server in order to install the web applications.


Please make sure that al
l of these components are in place before making an attempt to install the Report Exec Enterprise
program

on your SQL and IIS server
.

This will ensure a smooth and timely install process without any interruptions or
hang
-
ups.


NOTE:

You can have Microsof
t SQL and IIS installed and running on the same server. They do not need to be installed
and running on separate servers in order for our program to work. It will accommodate both setups.

NOTE:

Our program will work in a clustered environment. You will

need to install the SQL portion on the main server in
the cluster in order for it to work.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


4

Install

Files


From CD or Download


When you purchase the Report Exec Enterprise system, you will receive a

CD which contains all of the installation files you

w
ill need for both the SQL and IIS servers. Or, if you wish, you can download the install files directly from our website by
logging into our Online Support Center at
http://www.reportexec.com/reupdat
e.html
.

If you choose to download the install
files, you will need your username and password to access the Online Support Center.


CD Contents


The installation CD that was sent to

you will contain the following:


SQL Install Files Folder



This folde
r

will contain two installation files. One will be the actual SQL database installer and
the other will be the SQL database updater.

You will need to install the database first and then run the updater.


IIS Install Files Folder



This folder
contains the

installers for

both the user and admin websites.


Crystal Reports Install Files Folder



Here you’ll find the Crystal Reports installer that should be ran on the IIS server.
This will install the needed libraries that our program requires in order to pro
duce report print outs.


DOTNET 2.0 Folder



This will contain the installer for the Microsoft .Net Framework 2.0 which is required on both the
SQL server and the IIS server to run our application. You will not need to run this if your servers
already hav
e it
.


Dispatch Module Folder



This folder contains the client install for the Dispatch program that can be used with the
Enterprise program if you purchased the appropriate licenses to run it. This will only need to be installed on the client
workstatio
ns

that will need to run the dispatch program,
again,
assuming you have proper licenses to run it.


Setup/User Manuals



You’ll also find two Microsoft Word documents. These are the setup and user manuals that will
guide you through

the

installation of th
e program and provide user education

on how to use it
, as well.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


5

Downloading the Install Files from Our Website


You may also choose to download all of the necessary install files from our Online Support Center
. In order to access the
Online Support Cente
r on our website, you will need to have your login information that would’ve been supplied to you at
the time of purchase and can be found on your license certificate. If for some reason you are unable to locate your login
information, please feel free to

contact your Sales Representative at (414) 423
-
9800 option 1.


You can get to our Online Support Center by going to
http://www.reportexec.com/reupdate.html
. Once there, you will need
to select the
appropriate product from the drop down list and supply your username and password. Once logged in, you’ll
have access to a number of different resources that are covered in your SSP (Software Service Program) agreement. For
the purpose of performing a b
rand new Enterprise install, you will want to only concern yourself with the INSTALL section
of the Online Support Center.


You’ll notice that the download

files are presented in order of
how
they should be installed
in the white bubbled s
ection
titled NE
W INSTALL FILES.
Begin by clicking on each link
to initiate the download and
save each file to the server(s)
they need to be in
stalled on.
PLEASE MAKE SURE TO
DOWNLOAD AND SAVE
THE FILES AND NOT RUN
THEM. They need to be
executed on the server(s)
where
the install
s are
required.


If you are running SQL server
and IIS on two separate
servers, then you’ll need to
download the database install
file and database update to
the SQL server ONLY. The
rest of the files,
user/admin/crystal installs, will
need to
be installed on the IIS
web server, so download
them there. If you are running
SQL server and IIS on the same server, then you

can
download and run
all of the files on that one server
.


Install Steps


Once you have identified your selected source for perf
orming the install and you have met all of the install prerequisites,
these will be the general steps you will be taking to complete the install:


Step 1:

SQL database install

Step 2:

SQL database

update

Step 3:

User website install on IIS

Step 4:

Admi
n website install on IIS

Step 5:

IIS website configuration

Step 6:

One time Crystal Reports install on IIS





Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


6

SQL Database Install


To start the Enterprise SQL database install, you will need to launch the “Report Exec Enterprise SQL.exe” installation fil
e
from the installation CD or the location on the SQL server where you saved the file from the download.
It is important to
note that this file needs to be executed on the SQL server, so the CD should be
inserted into the CD tray of the
SQL server, or the

downloaded installation file should be saved on the SQL server somewhere (like the desktop).





Once you’ve executed the file, the Enterprise installer will launch and you’ll be brought to the welcome screen. Click next
through this screen to continue
after reading the welcome dialog. Then, you’ll
be presented with a screen that will require
your SQL server’s admin login information including the SQL server name. Fill this information in and click next to
continue, confirming that you have SA rights t
o install on the SQL server. The installer needs SA permissions to create the
required databases and three service accounts.





















Next, the installer will ask for the destination folder of where
the application will

continue to

be inst
alled.
What it’s looking
for is the SQL data folder which is by default located at
C:
\
program files
\
Mi
crosoft SQL Server
\
MSSQL
\
data.


NOTE: Th
e folder location setting is
VERY

important to
have correct or your install will error when it tries to
create t
he database as the install continues.


If the defaulted SQL Data Folder that is displayed is incorrect,
simply click on the browse button and navigate and select the
correct data folder destination for the installer. Once you have
selected the correct des
tination directory, it will then display
itself next to the browse button, replacing the default path that
was prev
iously selected and displayed.







Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


7

What
will

the installer do?

-

In addition to creating the database, o
ur installer automatically does the

following via install
scripts:


The

Enterprise
installer
creates three (3) service accounts utilizing SQL (mixed
-
mode) authentication.

These accounts are
necessary for the web application to communicate to the Report

Exec
Enterprise
database installed on

the SQL Server.

All data access is done via encrypted Stored Procedures with permissions granted only to these internal service accounts.


Additionally, the Report

Exec

Enterprise

S
QL

Installer may also create a secondary database that is required to man
age
user state from the web application.


Dependant on whether or not other .Net applications utilizing
an
out
-
of
-
process
session state have already been installed, this step will be skipped by the installer.


When you have provided the proper
directory in
formation, simply click next to go to the
ready screen, which will indicate
that the installer has enough information to commence
.

From here, you can click the back button to go back through to
any of the steps since the execution of the installer, or if
you’re ready to install and continue, click the next button to
continue with the install.




















If
during the installation process
there are no errors, you have just successfully installed your SQL server database for the
Report Exec Enterp
rise

system
. If you have received errors

and are unable to determine the nature and correct them
yourself
, please c
ontact our Technical Support Team

to
get a resolution

before continuing.

You can contact them via
email at
support@reportexec.com

or phone at (414) 423
-
9800 option 2.


If you are presented with the installation success screen, c
lick
the
finish
button
to close

and end the Report Exec
Enterprise SQL database installation and move on to running the
SQL update installation.



Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


8


SQL Database

Update


Now that the database has been installed, you are required to update the database. The datab
ase update file will be
called
Report
Exec Enterprise SQL Upgrade.exe

and can be found on the same CD or should be i
n the same place you
downloaded the SQL Database installer that was ran before this.
It is
again
important to note that this file needs to be
executed on the SQL server, so the CD should be inserted into the CD tray of the SQL server, or the downloaded
in
stallation file should be saved on the SQL server somewhere (like the desktop).




When you’ve located the install file for the SQL database update, double click on the file to start the update process
.
NOTE: If you experience any difficulties executing

this file, please make sure you are logged into the server with
administrative privileges. Windows may stop you from installing anything if your account does

not have sufficient
privileges to do so.



The first step during the update process will ask y
ou for
the SQL server name and database authentication. Our
installer requires you to run it directly on the server, so you
should be able to keep the default (local) option that
populates the SQL server name field. All you would need
to do at this step
then is to get properly authenticated.
Once you have filled in the appropriate information, click
next

to continue.



The next step is the destination folder option. This option
will display the update folder path where the updater will
install to. B
y default, the updater will install to C:
\
program
files
\
report exec enterprise. If you’ve initially installed to a
different directory, simply click on the ‘browse’ button and
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ext

button
to
con
t
in
ue.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


9


By now, the installer should have enough information to
launch and install. You will recognize this by this next
screen which will indicate that
it’s “ready to install the
application”. All you’ll need
to do to continue is click the
N
ext

button.


Once you’ve clicked “next”, the installer will begin updating
the system. You will be able to recognize this by the
progress bar and steps that the i
nstaller begins to display
that it is taking.


When the updater has finished with the first half of the
update install, you will be brought to another install step
that will again require the SQL server name, database
name, and authentication. Again, b
ecause you should be
launching this directly on the SQL server, you should be
able to keep (local) as the server name and our default
REX database name that the installer created. What you’ll
need to do is select one of the authentication methods.
Using
a separate SQL login account will require you to
supply your SA (system admin) or admin account
username and password. Otherwise, selecting Windows
Login should work for you. When you have confirmed that
you have the correct information entered and selec
ted, test
the connection by clicking on the

Test Connection

button
to ensure that you’ll be able to connect to the database
and continue

the update process.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


10


If the test is successful and you’ve connected to the
database with no errors, then you will be

presented with a
prompt indicati
ng so. Simply click on the
OK

button to
continue the install process. You will then see that the
second half of the screen has become activated and you
will be allowed to click on the “update
” button. Click on the
Update

button to proceed with the update. NOTE: If you
cannot connect, then please check the selected and
inputted options again to ensure that the information you
supplied is correct and make any necessary corrections or
adjustments and try again.

If you are

still unable to
connect, please see your system DBA to confirm that you
have the correct information to connect and make any
adjustments thereafter as instructed.


Once you click on the
Update

button, you will see the text
box start to provide dialog i
ndicating its progress during the

update process. This may take a minute or two, so please
do not interrupt the update process and wait for a
completion prompt. When the database update is
complete, you will be presented with an updat
e successful
prompt.

Click
OK

to close the prompt. You will
then
notice that the
update

button has changed to a close
button. Click the
Close

button to exit the database
updater.


Lastly, the Wise Installer will give you the last successful
upg
rade prompt. Click the
Fin
ish

button to complete the
update process.






Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


11

User Website Install on IIS


Now that the database has been properly installed and properly updated, you can move on to performing the website
installs for the user and admin portions of the program. We will f
irst be addressing the user site.
Remember, you will
need to run the installs directly on the IIS server and not from a remote location on your network, like a client
workstation. It is important that you execute the installers on the IIS server itself.


If your SQL server and IIS are on
the same machine, then you shouldn’t have to worry about moving the install files. However, if you have a separate IIS
server and SQL server, then we need to continue this installation from the IIS server.


Once you have

confirmed that you are on the IIS server and are ready to continue, locate the user website install file from
either the install CD or in the location on your IIS server where you moved the file to from the
earlier
download

off of our
website
. The file w
ill be called
Report_Exec_Enterprise_WEB_User_Install.msi
:




When you’ve located the install file for the user website install, double click on the file to start the update process
.
NOTE:
If you experience any difficulties executing this file, please m
ake sure you are logged into the server with administrative
privileges. Windows may stop you from installing anything if your account does not have sufficient privileges to do so.



When you first launch the user website installer, you will be
presented

the installer’s welcome screen. Read trough the
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N
ext

button to continue

the
installation process.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


12


The next screen you will come to will display the license
agreement. Once you have read through the license
agreement and
are ready to continue, you will need to
agree to the terms by clicking on the
I accept the license
agreement

radio option. You will not be able to proceed
without agreeing to the terms and conditions of the license
agreement. Once you have agreed, you’ll

see that the
button to continue has become activated. Click on the
Next

button to continue.


Then you will be presented with the option to select the
destination folder where the website will be installed to. By
default it will want to create a direc
tory at the location
C:
\
Inetpub
\
wwwroot
\
CESIReportExec. It is recommended
that you keep the default install location. Otherwise

you’ll
have the option to browse and select a folder where the
directory will be created.
Once you have confirmed that
the de
stination folder is correct, click
Next
.


At this point the installer will have enough information to
continue. If you want to review the options you have
selected in the previous screens, you’ll be able to click the
Back

button to review and make any
corrections as
needed. Otherwise, click the
Next

button to begin the
install.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


13


At this point

you’ll notice that the installer will display a
progress bar. This process will take a few moments or
minutes depending on varying factors and all you’ll need

to
do at this point is wait until the progress bar is complete
and the next screen is presented.


Next you’ll come to the website configuration app. Here
you’ll be asked to provide the server and database name
and select the ASP.NET session settings.

You should be
able to keep the default (local) server options and the
default SQL database name of REX.

Otherwise, hit the
drop down and select the server name from the listing.
Also, for the ASP.NET sessions settings, you should be
able to keep the def
ault “In Process” option that will allow
you to store the state information locally. Or, you can
choose from the SQL State or IIS State options providing
the connection strings your system requires. Once you
have inputted and selected all of the correct
settings, click
on the
Test
button to test the connection to the database.


If the test connection is successful, you’ll be presented with
a dialog box indicating so. Simply click on the
OK

button
to close this box and then click the
Finish

button to c
lose
the configuration app. If the test connection is
unsuccessful, you’ll be presented with an error prompt that
will indicate why. You should be able to identify the
problem based on the error presented and make any
necessary corrections at that time.

If you continue to
receive errors, you may need to contact your system DBA
to determine the nature of these errors, or contact a
Competitive Edge Software, Inc. Technical Support Rep to
further assist you in identifying the issue.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


14


After the configurati
on app closes, you’ll be presented with
a final success screen indicating that the
user website
install is complete. Click the
Finish

button to close this
screen.



Admin Website Install on IIS


The admin website install is identical to installing the us
er website. So, if you successfully installed the user website, you’ll
have zero problems installing the admin portion.
Remember, you will need to run th
is install

directly on the IIS server
and not from a remote location on your network, like a client w
orkstation. It i
s important that you execute this

installer on the IIS server itself.

If your SQL server and IIS are on the same machine, then you shouldn’t have to worry
about moving the install files. However, if you have a separate IIS server and SQL

server, then we need to continue this
installation from the IIS server as you did with the user website.


Locate the admin website install file from either the install CD or in the location on your IIS server where you moved the fi
le
to from the earlier d
ownload from our website. The file will be called
Report_Exec_Enterprise_W
eb
_
Admin
_Install.msi
:




When you’ve located the install file for the
admin

website install, double click on the file to start the update process
.
NOTE: If you experience any dif
ficulties executing this file, please make sure you are logged into the server with
administrative privileges. Windows may stop you from installing anything if your account does not have sufficient
privileges to do so.





Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


15


When you first launch the
admin

website installer, you will
be presented the installer’s welcome screen. Read trough
the welcome dialog and click the
Next

button to continue
the installation process.


The next screen you will come to will display the license
agreement. Once you have

read through the license
agreement and are ready to continue, you will need to
agree to the terms by clicking on the
I accept the license
agreement

radio option. You will not be able to proceed
without agreeing to the terms and conditions of the license
agreement. Once you have agreed, you’ll see that the
button to continue has become activated. Click on the
Next

button to continue.


Then you will be presented with the option to select the
destination folder where the website will be installed to. B
y
default it will want to create a directory at the location
C:
\
Inetpub
\
wwwroot
\
CESIReportExec
Admin
. It is
recommended that you keep the default install location.
Otherwise you’ll have the option to browse and select a
folder where the directory will be
created. Once you have
confirmed that the destination folder is correct, click
Next
.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


16


At this point the installer will have enough information to
continue. If you want to review the options you have
selected in the previous screens, you’ll be able to
click the
Back

button to review and make any corrections as
needed. Otherwise, click the
Next

button to begin the
install.


At this point you’ll notice that the installer will display a
progress bar. This process will take a few moments or
minutes dep
ending on varying factors and all you’ll need to
do at this point is wait until the progress bar is complete
and the next screen is presented.


Next you’ll come to the website configuration app. Here
you’ll be asked to provide the server and database n
ame
and select the ASP.NET session settings. You should be
able to keep the default (local) server options and the
default SQL database name of REX. Otherwise, hit the
drop down and select the server name from the listing.
Also, for the ASP.NET sessions

settings, you should be
able to keep the default “In Process” option that will allow
you to store the state information locally. Or, you can
choose from the SQL State or IIS State options providing
the connection strings your system requires. Once you
h
ave inputted and selected all of the correct settings, click
on the
Test
button to test the connection to the database.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


17


If the test connection is successful, you’ll be presented with
a dialog box indicating so. Simply click on the
OK

button to
close t
his box and then click the
Finish

button to close the
configuration app. If the test connection is unsuccessful,
you’ll be presented with an error prompt that will indicate
why. You should be able to identify the problem based on
the error presented and
make any necessary corrections at
that time. If you continue to receive errors, you may need
to contact your system DBA to determine the nature of
these errors, or contact a Competitive Edge Software, Inc.
Technical Support Rep to further assist you in id
entifying
the issue.


After the configuration app closes, you’ll be presented with
a final success screen indicating that the
admin website
install is complete. Click the
Finish

button to close this
screen.












Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


18



IIS Website Configuration


After
p
erforming the user and admin website installs
, you will need to complete a few more manual tasks to allow certain
portions of the web application to function properly.

You will need to be on the IIS server to configure these settings and
have access to th
e IIS manager.


Adding R
equired HTTPHandlers


You will need to add four new mappings to the HTTPHandlers. The extensions you will be adding are
.rpx
,
.ActiveReport
,
.pdf
, and
.ArCacheItem
.
To configure the required HTTPHandlers in IIS for the application
:



1. Open the IIS manager
and select the “Handler
Mappings” option.


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灡瑨tfr潭⁴ 攠
NON
-
64

bit handler.




Phone: (414) 423
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9800 Web
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19


3
. Select and copy (Right Click


Choose Copy) all
of the text in the
Executable

field. We need
to copy
the .dll path for the .aspx mapping in order to create
new needed mappings, thus the copy. Then, click
Cancel

to return to the Application Configuration
window.


4
. Once you’re back at the Mapping tab, click on the
Add

Script Map

button to star
t a new mapping.


5
. In the new mapping window
right click and
select paste

in the Executable field.


6
. In the
Request path

field,
type in .rpx

as the new
extension
.


7.
Click on the
Request Restrictions

button, and
then click the
Verbs tab
.
When a
dding the
.rpx
mapping
, you will be keeping the defaulted settings
for the verbs as All Verbs and box check boxes
checked for Script engine as displayed in the
screenshot.
For
.rpx

will also check
Invoke Handler
Only If Request is Mapped to: File
.
This is
ONLY
for .rpx.


8.

IMPORTANT: Repeat steps 5, 6, and 7 for the next three mappings,
.ActiveReport
,
.pdf
, and
.ArCacheItem
.
















Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


20


New Mapping Options Quick Reference Table


When adding the new mappings per the instructions above, make sure the setting
s for each match this table:


Mapping

Executable

Extension

Verbs

Script engine

Invoke Handler...

.rpx

Copied from
the
.aspx mapping

.rpx

All Verbs

Checked

Checked

.ActiveReport

Copied from the
.aspx mapping

.ActiveReport

All Verbs

Checked

NOT Checked

.p
df

Copied from the
.aspx mapping

.pdf

All Verbs

Checked

NOT Checked

.ArCacheItem

Copied from the
.aspx mapping

.ArCacheItem

All Verbs

Checked

NOT Checked






Converting the Websites to Applications

After you have properly set up
the mappings you will
need to convert the
CESIReportExec and CESIReportExecAdmin

to applications. You can do this by

expanding the website that Report Exec is installed under, and then right
clicking



















Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


2
1

Converting to Application Pools


1
.
Expand the website cont
aining the CESIReportExec
and CESIReportExecAdmin websites. Right click on either
site (you will end up doing this with both sites).

Select the
option ‘Convert to Application’.


2
.
Make sure the application pool is set to
DefaultAppPool. Hit ‘Ok’.

Repea
t this process with the
other website as well.




Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


22

Grant Modify Permissions to the ASP.NET Account


The final step required to properly configure your new reporting system
allows users of the system to upload digital media.


1.

Open
Windows Explorer
, browse to

the CESIREPORTE
XEC
web directory (by default, this should be
c:
\
inetpub
\
wwwroot
\
CESIReportExec)


2.

Open the Security Tab on the Properties window for the DATA
subfolder.


3.

Click Add, Advanced, Find Now, and choose ASPNET for
Win2000 servers or NETWORK SERVIC
E for Win2003 servers.


4.

Grant the newly added user permissions for Modify, Write, and
Read.

Click

on Apply and then OK.



You have now
completely and
properly installed Report

Exec
Enterprise. The next step is to configure the application to your
organiza
tion, such as specifyin
g users that can use the system and
adding drop down information throughout the program.



Other Permissions to Set


Similar to the steps of the last section, make sure you set Modify, Write, and Read options
for any users who may a
ccess Report Exec

on the Data, FileUploaderTemp, and Reports
folders.



Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


23

Maintaining Your Database

This section of the Install manual will cover moving your database from one server to another and backing up and
restoring the database.


Backing up the Databa
se


Backing up the database is important when you are moving your database or making any changes.



Go to the SQL Servers Control Panel and double
click

on

Databases
.
Then, right
click on the database

that you will
want to back up and then

you will wan
t to go down to
T
asks

and then select
Back U
p
.


The
Back Up D
atabase window

will appear and
all
you will
need to do is click on
OK

and it will begin to back up the
database.






Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


24

Restoring the Database



Go to the SQL Servers Control Panel and double
click on
Databases
.
Then, right
click on the database

that you will
want to restore and then

you will want to go down to
Tasks

and then select
Restore

and then
Database
.






The
Restore Database window

will appear and you
will
want to make sure that y
ou

are restoring the database to
the right location. You will also want to make sure that you

have selected to
overwri
te

the existing database.

Once
you have confirmed that everything is correct, click
OK

and your database will be restored.










Phone: (414) 423
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9800 Web
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25

Detach
ing the Database



First you will want to copy the log files and the data files to
the server that you are going to be moving the database to.

Then, from the SQL Server Management Studio, y
ou will
want to select the database that you want to detach

an
d

right click

on the database and go down
to
T
ask

and then
select
D
etach
.


After selecting the detach option
the Detach Database

screen will appear so that you can make sure the right
database was selected.

Once you click on
OK

it will detach
the databa
se.


You will want to make sure that
no one is
connected or tries

to access this database.


If there is
someone on the database you will want to check mark the
Drop C
onnections

box and then click on

OK
.

Your
database is now

detached.




Phone: (414) 423
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26

Attaching the Data
base


To attach the database you will want to
right click

on
databases and then go down to
A
ttach
.




Then the locate database file screen will appear and you
will want to find the
.
mdf file for the database

you detached
.

Once you find the
.
mdf file cli
ck on
OK
.



Then
the
Attach Database

screen will appear and it will
show the location of the
.
mdf file and show you the details
of the database.

Once you confirm that every thing is
correct you will want to click on
OK
.

Your database is
now
attached.











Phone: (414) 423
-
9800 Web
site: www.reportexec.com Email: support@reportexec.com


27


Troubles
hooting Tips


For trouble shooting tip please visit our support site at
http://www.reportexec.com/reupdate.html
.

From this page you can
visit our
Online Support Center which will
give you access to a number of resources that will benefit you in maintaining and
managing the Report Exec Enterprise system, including our product k
nowledge base that
will help you with s
ome basic
troubleshooting tips. In order to access the Online Suppo
rt Center, you will need your username and password

that you
can find on your product license certificate. Otherwise, feel free to contact your Sales Representative or Technical
Support to obtain your login information at (414) 423
-
9800 option 1 or 2.


Ad
ministrating Report

Exec Enterprise


The next step involves configuring Report

Exec to match the expectations of your organization.

Depending on how you acquired Report

Exec, the Report

Exec database may already have many details of your
organization embed
ded. If you have obtained a preconfigured version of Report

Exec, you may skip many of the steps
below.


Report

Exec packages along an administration program that allows you to configure the system to your organization. It is a
web based interface which re
quires an internet browser to access and use. Depending on which web you installed Report

Exec on, the administration program was installed at the same location.


To illustrate, if you installed Report

Exec at C:
\
InetPub
\
wwwroot
\
, then your administration

program can be accessed by
typing ‘http://localhost/CESIReportExecAdmin/’. Again, depending on where the program was installed, this address will
differ.


Upon entering the above address, you will be presented with the Report

Exec Admin program login scre
en. The default
username and password is ‘Report

Exec’ and ‘enterprise’.


Once you have authenticated as an administrator, the system redirects to the main screen of the admin program.


It is within this program, you will configure the rest of the program
for your organization. The program adjusts on
-
the
-
fly.
However, we do recommend you perform administration duties during off
-
peak hours in the event users lose current
unsaved work.


Configuring Locations


Report

Exec emphasizes user friendly workflow. To
achieve this goal, the database stores locations within your
organization so they are readily available from many list menus inside the program.


Without explicitly setting locations, your users will not be able to attach reports to a certain part of your
organization.
Further, statistical reports on incidents and work events become less reliable.


Therefore, it is important to logically define your locations in order to meet the workflow of your users.


To configure locations, you need to click on Dictiona
ry on the left
-
hand menu, and choose TreeView Dictionaries. Then
select Location from the ‘Select a Table’ prompt
.


Let us illustrate an example organization, with hypothetical locations. Our example company will be Rides Manufacturing
Incorporated, or RMI
. RMI has a central headquarters, four manufacturing plants, and ten retail stores.


Most organizations only have one central headquarters, and therefore we would express this location as independent of
the plants and retail stores.


Presently,
you will s
ee primary levels as the only listing
.
You will want to click on
add sub item

and then
Type ‘Central HQ’
in the blank field
.
The page refreshes, showing the location you have entered on the screen.




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28


Most corporate headquarters consist of several wings and

several floors. Our sample company has two wings, ‘McKinley
Research Wing’ and an ‘Operations Wing’. The McKinley wing has two floors, while the Operations wing has three.



We will first add the two wings.
Make sure that Central HQ is selected and the cl
ick on
add sub item
.

An empty field
appears for you to type in a name of this child location. Simply type ‘McKinley Research Bldg’, and click the
Add

link.


To add the other wing, click on ‘Central HQ’, and the
add sub item

link again. Now enter ‘Operatio
ns Wing’ in the field that
appears, and click
Add.


To enter the floors for each wing, select the appropriate wing, and click
add sub item
. You will notice that children
locations become indented.


Back to our sample company illustration: we should add a
root node for Manufacturing Plants, and a root node for Retail
Stores. Our sample company has plants in two states. We could define the states as children under Manufacturing Plants,
and then add the name of the plants. However, it would only be more conve
nient to do it that way if we could foresee
having 50 plants in one state. It is your choice to become as specific and detailed as you wish.


Our company builds three new retail stores every year, and projections define at least 20 more over the next five
years. So
we will add a child under Retail Stores for each state the stores are in, and then file the stores underneath the States.


As you can see, this structure allows for a complete and exhaustive detail of specifying locations. We recommend being
spe
cific as possible, however, they are only recommendations.


Additionally, any location defined within this hierarchy can be assigned a fully qualified address. These assignments are
useful when reports are printed for external agencies unfamiliar with your

organization’s addresses. See
Location Address
Configuration
.


Configuring Groups and Users


If you are a system administrator, you are well aware that people that should not have access to certain resources need to
be securely locked out of those areas.
Report

Exec defines permissions to data based on groups and users.


Groups contain Components (or modules). These components define whether a group has the ability to write citations,
clerical reports, track daily events, and so forth. You decide what a gr
oup is able to do within a system, and add the
appropriate Component to the group.


Obviously, groups can contain people and other groups. We will refer to these sub
-
children as Elements.


Additionally, these Elements also have roles within the group. Som
e are administrators, some are supervisors, some are
simply able to read reports or conduct searches, some can create reports for the group, and some can create
investigations for that group.


Supervisors are classically defined as those to whom the others

in the group report to. By default, any reports created
within a group must pass the review of the supervisor. The supervisor may then deem the report completed and publish it,
or request changes to the report and send it back to its author.


Publishing r
eports allows other members of the group to see the finished report. Until a report is published, it is only
available to the author and the supervisor of the group.


Supervisors may declare certain people permissions to publish to the group automatically,

or even certain types of reports.
However, it is the sole discretion of the Supervisor, and the path taken is configured by the supervisor in the main
program.





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29

Adding Users to the System


Before a person can be added to a group, they must become a user o
f the system. From the main administration screen,
select People... Add User.


A screen for passing the first, middle, and last names of a person is presented. Additionally, a citation name field is
available allowing you to give a specific formal name to
a person on external reports (for example Officer Brown).


A username and password are required for the user so they may log into the system.


If the person uses the system but it not part of your organization (an external contractor), you may designate th
eir
representing company in the company dropdown.


An EmployeeID field is made available as well a note field, which is only shown to administrators of the system.


Adding Groups to the System


Groups are collections of users and other groups that will oft
en mirror departments in your organization. Let us consider a
Human Resources department at a corporation. There is usually one person ultimately responsible for that department
-
usually the executive. In our theoretical HR department, the executive is Ran
dy Shinn. There are also two divisions within
the HR department, internal affairs and payroll. Each division also has a supervisor, Lydia Hampton and John Wright
respectively.


To mirror this structure within Report

Exec, we would add a new group called Hu
man Resources, somewhere inside a
corporate
-
wide group, giving the executive the
supervisor role
. We also add his or her immediate support staff as
report
creator
s and
report readers
.


Since the HR department contains two divisions, both ultimately supervi
sed by the executive and his support staff, we shall
create two groups (Internal Affairs and Payroll), and add both of them to the HR group.


In the Internal Affairs group, we add the user Lydia Hampton. We assign her a
supervisor role
. We repeat the same
for the
Payroll Division, assigning John Write a
supervisor role
. For each division, we add the support staff giving
report creator

and/or
report

reader
roles.


Currently our theoretical HR group is setup to not allow the Internal Affairs group to read doc
uments from the Payroll
group. We can easily change this by adding the Internal Affairs group to the Payroll group, giving the Internal Affairs group

a
reader role

only in the Payroll group.


In this manner, the HR department group which consists of the ex
ecutive and his/her immediate support staff can read
their documents plus the documents of the Payroll and Internal Affairs divisions. The Internal Affairs group can read
documents of the Payroll group, but cannot create reports originating from the Payrol
l group.

The Payroll group itself cannot read document from either Internal Affairs or the containing HR group (unless we specified
otherwise).





Phone: (414) 423
-
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30

Entity Contact Configuration


A unique feature of CESI Report Exec Enterprise is the ability to define conta
ct types. The development team of Report
Exec has defined two entity types: person and business (or organizations). Each contact type you define will have certain
input fields dependant on the nature of the contact.


Let’s use an example to clearly illust
rate the flexibility this feature allows. Suppose your organization is a college campus,
and you wish to have the ability to report contact information for Student’s parents. The steps involved are as follows:


1.

Click Add a New Contact

2.

Type a name for the c
ontact, ‘Parents’ ( Abbreviations are optional), and click Add.

3.

Under ‘Available Entity Types’, the Person dictionary is highlighted.

4.

Simply check
-
mark the appropriate tabs listed that a user should have access to, in order to fully
-
define a Parent.

5.

For ou
r purposes, a Name Address tab and a Known Associates tab are all that we require.

6.

Click Update Changes.


From now on, when a user enters a contact in a report, they will be able to choose ‘Person…Parents’, and enter the
parent’s name and address informat
ion, and their attending son or daughter in the Known Associates tab.


Removing existing tabs does not erase any stored data about a contact. If the Parents tab was previously defined using a
Description tab, and weeks later you remove that tab from users,

the data associate with the Description tab is still present
in the database, and will be available to users again if you re
-
instated the Description tab.


A simple reference table listing the available tabs and their purpose follows:


Name Address

Allows

entry of first, middle, surnames, street addresses, and multiple phone numbers.


Business Name

Allows entry of a business name, address, and phone numbers.


Description

Presents user with ability to log driver license number and issuing authority, height,

weight, race, eye color and hair color.


Scars, Marks, Tattoos

Allows user to log distinguishing features such as tattoos, scars, etc.


Other Names (Aliases)

Allows user to log known aliases for a contact type such as nicknames.


Force Used

Allows user to

log any offending force a contact may have used against someone, as well as apprehension force a security
officer employed upon a contact.


Calls Made

Allows user to log date and time of when attempted calls were made to an agency such as fire departments

or people such

as parents are called and expected to arrive on
-
scene.


Arrival Info

Follows up the Calls Made tab allowing logging when the contacted person or agency arrived and optionally departed the
scene.


Known Associates

Allows logging of persons a

contact is known to be associated with. These may include gang members for an offending
contact, or simply parents of an offending or non
-
offending student.





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31

Injury Info

Allows logging the description of contact’s injuries involved in an incident.


Other
Identification

Allows the user to log other identification besides a driver’s license such as a state
-
issued identification card, or social
security number.


Citation Statute Configuration


If your organization utilizes citation reporting, users of the sys
tem will need a list of statutes to apply against violators. From
this screen, you can enter the statute number, title, and fine amount if any.


Company List Configuration


This screen serves the purpose of defining a list of companies which frequent the o
rganization, allowing a user to select
the company from a drop
-
down list on a visitor tracking screen. For example, a representative visiting your organization
may be required to sign
-
in at a front desk. The user enters the representative’s name and then s
elects a company the
visitor is representing. This administration screen controls which companies appear in this list.


Report Disposition Configuration


For any report, you may define certain dispositions that reports can be stated as. For example, a Fals
e Alarm report may
contain dispositions of UNKNOWN, UNFOUNDED, CONCLUDED…etc. These dispositions are completely optional and
are separate from the system’s internal tracking of reports in
-
progress and published.


Reporting Configuration


This screen allows

your organization to define the names of the reports in the system, and check
-
mark which reports are
available to reporting users of the system. The screen lists the system
-
defined report name, along with its custom
-
assigned name. When you have completed
making changes, simply click Update Changes, or Reset to return to the
values present before you made the current changes.


Reporting Sub Module Configuration


This screen lists all available reports in the system, and allows you to attach sub
-
report types

to a report. For example, by
default Fire Reports have Contacts, Property, Vehicle, Digital Media, Narrative, Supplements, Tasks/To Do, Main Info, and
External Agency sub
-
report types associated with it. You may choose to checkmark which sub
-
report types
a user can
access on the chosen report.


When you have made your changes, simply click Update Changes, or Reset to return to the previous values.


Reporting Sub Module Name Configuration


The Reporting Sub Module Name Configuration screen allows your organ
ization to change the text associated with sub
-
report types. Instead of having a Vehicle sub
-
report type, you could alter the name to Cars. The changes reflect on all
reports. Again, be sure to click Update Changes if you wish to save the changes.


Propert
y Location Configuration


This screen allows your organization to define storage locations for seized or held property. These values are based on the
selected property group. Changes are immediate.





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32

Trespass Letter Configuration


Trespass warning letters
issued to trespassers can be modified with this screen. Simply, select a group and enter the text
of the warning letter.


Location Address Configuration


If your organization produces reports for external agencies such as local law enforcement, it may be n
ecessary to assign a
fully
-
qualified address to a specific location defined in your location hierarchy.


You may assign these street addresses to locations from the Location Address Configuration screen.


For any location you have previously defined, you
can select the location from the dropdown, and enter a street address
which will then print on any report.


These addresses will also print on any historical reports using the same location.


Other Data


Your system installs preconfigured with default dic
tionaries. Dictionaries are lists of certain item types. For instance, an
AlarmType dictionary defines the types of alarms a user may select when filling out a False Alarm report. You may add
and change items to these dictionaries as necessary. Items are n
ever deleted, they only become inactive.





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33

Dictionary Table Reference


At install time, your organization receives the dictionary tables populated with default items. It is your task to inspect th
ese
items and ensure they match appropriately with your orga
nization, and make any adjustments deemed necessary.



DICTIONARY NAME

PURPOSE

Access Level



List of organization defined security zones a visiting contact may have access to.
Used in Visitor Tracking module. Examples include West Wing, Maternity, etc.

Activity Type




Refers to types of activities that are to be used in Daily Event tracking. If users
are required to specify and record certain tasks, this dictionary gives them a list
of activity types to choose from.

Alarm Type



Used in Alarm reports,

it describes the particular type of alarm that was
triggered… Fire, Smoke, Motion Detector, etc.

Contact Type


Lists types of contacts available to define an entity. See Configuring Contacts.

Direction


Lists common directions related to street addresse
s… North, South, East,
Southeast, etc.

Distinguishing Feature


Lists types of bodily features used to identify a person… tattoos, scars, etc.

Eyecolor


Lists commonly accepted eye colors

Gender


Lists commonly accepted genders

Haircolor


Lists commonly

accepted hair colors

Hate CrimeType


Refers to types of hate crimes... race, sexual, etc.

ID Number Type



Refers to auxiliary identification numbers that may be used in further identifying a
contact. Example types are social security, student id, etc.

Injury Status


Used to describe varying levels of injury severity for a contact.

Known Associate Type


Types of relations to a contact. Examples are relative, gang member, etc.

Lighting



Refers to types of lighting found in most environments. Used in E
mployee Injury
reports. Examples include incandescent, fluorescent, natural, etc.

Offender Force


List of possible uses of force an offending person may use on others.

Other Name Type



Lists commonly accepted types of names. Examples include nicknames,
aliases,
etc.

Phone Type


List commonly used communication types referred to as phone communication.
Cellular, home, work, temporary, student, etc.




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34

Plate Type


Lists commonly accepted types of vehicle plates an issuing authority may offer.
Examples inclu
des Veteran’s plates, bicentennial plates, etc.

Property Category

List of commonly accepted conditions of property an organization describes.
Used in describing property in reports, and lost/found property. Examples include
lost, damaged, seized, found.

Property Location

List of all property storage areas within an or
ganization. Includes vaults, bins,
etc.

Property Type

Lists classifications of property an organization uses to generalize types of
property. Used in describing property in reports, and lost/found property.
Examples include vehicles, bicycles, personal it
ems (wallets, jewelry), etc.

Race


List of commonly accepted divisions of race.

Street Type



Lists of commonly used types of travel mediums. Examples include road, street,
avenue, boulevard, etc.

Structure Type



List of commonly accepted definitions
of building structures. Used in Employee
Injury reports.

Surface Type



Lists primary elements a walking surface may be composed of. Examples
include concrete, wooden, etc.

Training




A list of types of employee training the organization classifies in s
eparate
categories. Used in Employee Training reports. Examples include gun training,
fire training, etc

Vehicle Color


List of commonly accepted definitions of vehicle color

Vehicle Make


List of most common vehicle manufacturers worldwide

Vehicle Sty
le



List of commonly accepted definitions of styles of vehicles. Examples include 2
-
door Sedan, Bus, commercial airline, etc.

Visitor ID Type

Refers to auxiliary identification numbers that may be used in further identifying a
visiting contact. Used in V
isitor tracking. Example types are social security,
student id, state id, etc.


Weather Type

Lists of commonly accepted definitions of weather conditions. Used in Employee
Injury Reports.