SQL Repository



XLCubed Web Enterprise Edition can run in conjunction with a SQL Database, this gives various options to provide different functionality for Excel and Web-based users.


Modes

There are several options when you first setup XLCubedWeb and have access to SQL Server to run a SQL Database.

Full Sql Database

Everything is stored in the SQL Database, this gives you access to the following features:

  • Excel-based dialogs for controlling permissions and access to reports and folders
  • full version history of published items, as well as locking the live version
  • logging of report accesses, including rendering times for usage and performance monitoring
  • Extended options around integrating with existing "Forms Authentication" websites
  • Operational reporting - report usage, user activity etc.
  • Report commentary

The security model can be based on roles or Active Directory groups.

Role based

Active-directory groups and users are assigned to Roles - these roles are then assigned permissions to reports/functionality. This has the advantage that no Active Directory import is required.

Rolesql.png

Active Directory based

Active directory import needs to be run and configured, but no further maintenance is needed. Permissions can be assigned directly to Active-directory groups and users so closely matches a file-based repository.

Adsql.png

Hybrid SQL Database

Only report usage and commentary is stored in the database, this gives you access to the following features:

  • Report commentary
  • Logging of report accesses, including rendering times for usage and performance monitoring
  • Operational reporting - report usage, user activity etc.

The reports can be stored in either the file-system or SharePoint

File-based reports

Excel users connect to XLCubedWeb to publish and the reports are stored in the file system - permissions are applied using standard NTFS security.

Ntfssql.png

SharePoint-based reports

Excel users connect to SharePoint to publish - permissions are applied in SharePoint. Reports are available and viewed in SharePoint, mobile users connect to XLCubedWeb which presents the SharePoint published reports.

Sharepointsql.png


In addition to these features, the SQL Repository feature also enhances the following:

  • scheduling: this is also accessible from Excel, and features an easier to use interface as well as integrated run history
  • error logging: available from a dedicated server administration application, this can be used on any machine and user that has server access

Installation

Regardless of the mode you run in the follow needs to be done initially:

  • You must be running SQL Server 2008 or above, any edition is fine and it can be run on a different server to XLCubedWeb without any changes to the setup process
  • Create a blank SQL Server database, and grant full access to it for the user doing the installation:
SQLRepository1.png
    • Set the "Recovery Mode" to "Simple"
    • Ensure the database is set to a case-insensitive locale and that the default locale for the server isn't case-sensitive
  • On the XLCubed Web Edition server, run the Configure XLCubed Web Edition application
  • Select the appropriate Web Edition instance (this will usually be done for you)
  • Switch to the Sql Repository tab:
SQLRepository2v9.png
  • Select the Use SQL for XLCubed Repository box
  • Enter the server and database names for the previously created blank database, and click Connect .
  • The application will ask you if you want to populate the database. Click Yes :
SQLRepository3.png
  • Select the mode to run in:
SQLRepositorymode.png

Then follow the rest of the setup for the mode you select.


Role Based

  1. Using SQL Server Management Studio, you should now add a Login for the XLCubed application pool user (if the default XLCubed application pool is used with the Application Pool Identity, then you can use IIS AppPool\XLCubed as the Windows Authentication login name)
  2. On the User Mappings screen map that user to the XLCUBED_USER role
  3. If any users should be able to administer the repository (see below), map those users to the XLCUBED_ADMIN role

No other setup is required, by default "Everyone" is granted access to the default role. You can edit and add additional roles in the Admin Application:

SQLRepositoryrole.png


Active Directory Based

You will now need to import the active directory users:

  1. Check the Domain name and click the Load Domain Information button to load the users and groups from the domain, or see below for advanced options
  2. If desired, click the Import Repository button and enter the path to import an existing file system repository. Existing permissions will be transferred wherever possible but this should be verified once the system is available again as an initial test.
  3. Using SQL Server Management Studio, you should now add a Login for the XLCubed application pool user (if the default XLCubed application pool is used with the Application Pool Identity, then you can use IIS AppPool\XLCubed as the Windows Authentication login name)
  4. On the User Mappings screen map that user to the XLCUBED_USER role
  5. If any users should be able to administer the repository (see below), map those users to the XLCUBED_ADMIN role
  6. If you need to restrict access to XLCubedWeb:
    • In the Configure XLCubed Web Edition application, click the Administration button
    • Select the Admin > System Settings menu item
    • Select the group that should be allowed access to the Web Edition then click the Save toolbar button:
      SQLRepository4.png
  7. Define which users will have "Root" folder access to create new folders and to manage permissions from in Excel, Select Admin > Folder Permissions:
    Select SYS Reports Root Folder - for the standard report publication area or the required item for connections, templates etc.


Hybrid Mode

If the file system is your chosen location for storing the reports, then no further configuration is necessary.

If SharePoint is your chosen location for storing the reports you need to add the following line to the ApplicationSettings of the XLCubedWeb web.config file:

  <add key="SharePointServerUrl" value="http://sharepointserver"/>

Where sharepointserver is the SharePoint web server address. Then to publish Excel users should connect directly to SharePoint, for scheduling and mobile app access they should connect to the XLCubedWeb server

Continue settting up SharePoint with the SharePoint Integration guide.

Scheduling

If Scheduling is desired, a few additional steps are required to use it with the SQL Repository. The Scheduling Installation with the SQL Repository page has full details.

See Also