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SQL Repository/Version 8

Revision as of 09:30, 22 August 2014 by Antonio.remedios (talk | contribs)

From XLCubed V8, XLCubed Web Enterprise Edition can store its repository of published files in a database rather than on the server's file system. This method allows for finer grained control of various aspects of repository access, as well as a more comfortable interface:

  • new 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
  • integration with any present domain and the ability to set up custom groups
  • Extended options around integrating with existing "Forms Authentication" websites

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

  1. 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
  2. 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"
  3. On the XLCubed Web Edition server, run the Configure XLCubed Web Edition application
  4. Select the appropriate Web Edition instance (this will usually be done for you)
  5. Switch to the Sql Repository tab:
    SQLRepository2.png
  6. Select the Use SQL for XLCubed Repository box
  7. Enter the server and database names for the previously created blank database, and click Connect .
  8. The application will ask you if you want to populate the database. Click Yes :
    SQLRepository3.png
  9. If desired, enter the Domain name and click the Load Domain Information button to load the users and groups from the domain
  10. If desired, click the Import Repository button and enter the path to import an existing file system repository
  11. 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 user name)
  12. On the User Mappings screen map that user to the XLCUBED_USER role
  13. If Scheduling is set up, also map the scheduling service user to the XLCUBED_SCHEDULER role
  14. If any users should be able to administer the repository (see below), map those users to the XLCUBED_ADMIN role
  15. If any users should be able to view the management dashboards, map those users to the XLCUBED_SYSTEMDASHBOARDS role
  16. Click the Administration button, then select the Admin > System Settings menu item. Select the group that should be allowed access to the Web Edition:
    SQLRepository4.png

Administration

There are two applications that can be used to administer the SQL repository:

  • Configure XLCubed Web Edition (included in the XLCubed Web Edition setup, and installed on the server's start menu)
  • Administer XLCubed Web Edition Repository (optionally installed separately on any machine)

Either of these will allow you to:

  • Administer users, including giving them access to the XLCubed Web application, allow and deny them access to the repository, their personal folders, scheduling and scheduling distribution groups
  • Administer custom groups, including adding and removing users. You may also designate a group for XLCubed web access, as mentioned above
  • Control folder access and permissions
  • Control startup reports for users and groups
  • Manage SMTP servers for scheduling
  • View logs

See Also