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SharePoint Web Part

Revision as of 15:41, 28 June 2013 by Csalter (talk | contribs) (SharePoint 2013)

The XLCubed SharePoint Webpart, available from XLCubed version 6.5, allows XLCubed Reports to be embedded into SharePoint pages and allows connections between filter web-parts and other XLCubed Report web-parts. Please contact support@xlcubed.com if you'd like to gain access to this feature.

Installing

Copy the CAB file onto the SharePoint server, for example c:\inetpub\wwwroot\xlcubedweb\extensions.

SharePoint 2010

  • Enable full trust in IIS - run Internet Information Services Manager.
    • Click on the server and select .Net Trust Levels

SharepointTrust1.png

  • Change the trust level to Full (Internal)

SharepointTrust2.png

  • Enable full trust on the SharePoint website
    • Click on the SharePoint website and select .Net Trust Levels

SharepointTrust3.png

  • Change the trust level to Full (Internal)

SharepointTrust2.png


  • Run the SharePoint 2010 ManagementShell (Start -> Microsoft SharePoint 2010 Products -> SharePoint 2010 Management Shell:

Sharepoint1.png

  • Register the .CAB with Sharepoint:
    • Add-SPSolution -LiteralPath c:\inetpub\wwwroot\xlcubedweb\extensions\XLCubed.Sharepoint.cab

Sharepoint2.png

  • Deploy the webpart to the SharePoint websites
    • Install-SPSolution -Identity xlcubed.sharepoint.cab -allwebapplications -force

Sharepoint3.png

The webpart will now be available in the list of available webparts, under the "Miscellaneous" items

Sharepoint4.png

SharePoint 2013

You will need Version 7.5 to run in Sharepoint 2013

  • Run the SharePoint 2013 ManagementShell (Start -> Microsoft SharePoint 2010 Products -> SharePoint 2010 Management Shell:

Sharepoint2013 1.png

  • Register the .CAB with Sharepoint:
    • Add-SPSolution -LiteralPath c:\inetpub\wwwroot\xlcubedweb\extensions\XLCubed.Sharepoint.cab

Sharepoint2013 2.png

  • Deploy the webpart to the SharePoint websites
    • Install-SPSolution -Identity xlcubed.sharepoint.cab -allwebapplications -force

Sharepoint2013 3.png

The webpart will now be available in the list of available webparts, under the "Miscellaneous" items

Sharepoint2013 4.png

Uninstalling

SharePoint 2010

  • Run the SharePoint 2010 ManagementShell (Start -> Microsoft SharePoint 2010 Products -> SharePoint 2010 Management Shell:

Sharepoint1.png

  • Remove the webpart from the SharePoint websites
    • UnInstall-SPSolution -Identity xlcubed.sharepoint.cab -allwebapplications

Sharepoint5.png

  • Remove the .CAB from SharePoint:
    • Remove-SPSolution xlcubed.sharepoint.cab

Sharepoint6.png


SharePoint 2013

  • Run the SharePoint 2013 ManagementShell (Start -> Microsoft SharePoint 2013 Products -> SharePoint 2013 Management Shell:

Sharepoint2013 1.png

  • Remove the webpart from the SharePoint websites
    • UnInstall-SPSolution -Identity xlcubed.sharepoint.cab -allwebapplications

Sharepoint2013 5.png

  • Remove the .CAB from SharePoint:
    • Remove-SPSolution xlcubed.sharepoint.cab

Sharepoint2013 6.png


Using WebPart

Configuring

Insert the XLCubed Webpart:

Sharepoint4.png

Edit the Webpart:

Sharepoint7.png

Setup the XLCubed web server details and click OK:

Sharepoint8.png

Now the Report browser button will be enabled:

Sharepoint9.png

Click on the button and browse to the report to display on this page:

Sharepoint10.png


Give the report a defined height (if not already inserted into a control with a height defined)

Sharepoint11.png

Click OK/Apply to see the report embedded in the page

Sharepoint12.png

Linking XLCubedReport WebParts

XLCubed Webparts can be linked via Web Parameters - once a link is in place then when the web parameters with the same name are passed between the linked WebParts.

Insert 2 or more webparts in the same page, the select the Connections menu when editing the webpart:

Sharepoint13.png


Linking to filter WebParts

XLCubed Webparts can be linked to Filter webparts so that the parameters can be passed into the XLCubed Report - first you would need to defined the Web Parameters to be driven by the Filter control.

Then select the connections menu and Inbound Parameters - select the filter control to receive the parameter from

Sharepoint14.png

Select which Web Parameters is to receive the data from the filter:

Sharepoint15.png

Troubleshooting

If the SharePoint website is in the browser's "Trusted Sites" list then you may need to enable "Access data sources across domains". This can be found in the browser's Tool -> Internet Options form, under "Security" click "Custom" for "Trusted Sites".