Difference between revisions of "XLCubed Web Edition Installation Guide/Version 9.1"

Line 1: Line 1:
== Overview ==
<imagemap>Image:WebInstallFlowchart.png|center|alt=XLCubed Web Edition flowchart|
rect  0    0 208  82 [[XLCubed Web Edition Prerequisites|Requirements]]
rect 220  50 385  70 [[XLCubed Web Edition Server Requirements|Web Server setup]]
rect 220  72 385  92 [[XLCubed Web Edition Prerequisites|Required software]]
rect 220  94 385  114 [[XLCubed Web Edition Client Requirements|Client]]
To install XLCubed Web:
rect  0  167 208  249 [[XLCubed Web Edition Installer|Installation]]
* Run the setup program while logged onto the server as a user with administrator permissions
rect 220  217 385  237 [[XLCubed Web Edition Installer|Installer setup]]
* Once installed, copy the provided license key (xl3web.license) into the website folder, which is by default: {{Code|C:\Inetpub\wwwroot\XLCubedWeb}}
rect 220  239 385  259 [[Setting up XLCubed Web Edition manually|Manual setup]]
* When installed, the application is accessed by navigating to {{Code|http&#58;//<yourservername>/XLCubedWeb}}
rect 220  261 385  281 [[Customising web config|Advanced options]]
* XLCubedWeb is the default website name during installation, but can be changed as required during the installation process
* Please note versions 5 and below are not upgraded: this version will install as a separate product
== Installation Prerequisites ==
rect  0  334 208  416 [[Authentication Options with XLCubed Web Edition|Authentication]]
rect 220  384 385  404 [[Anonymous Authentication with XLCubed Web Edition|Anonymous]]
rect 220  406 385  426 [[Basic Authentication with XLCubed Web Edition|Basic]]
rect 220  428 295  448 [[Windows Authentication with XLCubed Web Edition|Windows]]
rect 300  428 385  448 [[Kerberos Delegation|Kerberos]]
rect 220  450 385  470 [[Using HTTPS with XLCubed Web Edition|HTTPS]]
===Server Requirements===
rect  0  501 208  583 [[Web Repository|Repository]]
* Windows 2000 Server or above
rect 220  551 385  571 [[SQL Repository/Version 9#Installation|SQL]]
* Internet Information Services (IIS) 5.1 or above (including the required authentication methods, static content and asp.net)
rect 220  573 385  593 [[Access Control for File-based Repositories|File]]
* Microsoft .NET Framework version 4.0
rect 220  595 385  615 [[SQL Repository#Hybrid Mode|Hybrid]]
====Hardware Requirements====
#rect  0  668 208  750 [[Configure Access|Configure Access]]
rect 220  718 385  738 [[SQL Repository/Version 9#Installation|SQL]]
rect 220  740 385  760 [[Access Control for File-based Repositories|File]]
rect 220  762 385  782 [[Functional User Permissions for XLCubed Web Edition|Functional permissions]]
Recommended specification is dependent on the cube size and design, the number of users, and the pattern of usage. Having Analysis Services on the same machine will also have an impact.
rect  0  835 208  917 [[Scheduling Installation|Scheduling]]
rect 220  885 385  905 [[Scheduling Installation with the SQL Repository|SQL/Hybrid]]
rect 220  907 385  949 [[Scheduling Installation with the File-based Repository|File]]
As an absolute minimum we recommend:
rect  0 1002 208 1084 [[Licensing XLCubed Web Edition|Licensing]]
* Memory: 2GB
* Processor: Dual Core 2.2 GHz
===Client Requirements===
desc none
* Internet Explorer 7.0 or above
* Google Chrome 5.0 or above
* Mozilla Firefox 3.6 or above
* Safari 5.0.6 or higher
The installation will automatically download and install any required Microsoft redistributables. If desired or if Internet access is restricted, these can be downloaded and installed manually before running the XLCubed setup process. A list is available [[XLCubed_Web_Edition_Prerequisites|here]].
===IIS8/Windows 8===
The following features must be enabled for XLCubed Web to work:
* Control Panel / Programs and Features / Turn Windows features on or off / .Net Framework 3.5 / Windows Communication Foundation HTTP Activation
* Control Panel / Programs and Features / Turn Windows features on or off / .Net Framework 4.5 Advanced Services / WCF Services / HTTP Activation
== Configuration ==
After the installation has completed you will be shown the configuration utility:
(If the server is running a version of IIS older than 7 you will need to follow the old installation guide [[XLCubed_Web_Edition_Installation_Guide/Version_6.1|here]])
=== Authentication ===
You will need to decide on the type of Authentication, here's a brief summary of each option:
==== Anonymous ====
A user account needs to be specified, all users will connect to the data source as this user. The database server can be on a different machine to the web server.
This would be typically used where XLCubedWeb needs to be available to everyone with no restrictions, such as on the Internet or available to an entire organisation (with no restrictions) on an Intranet.
==== Basic ====
The client will be prompted for a user-id and password - this will be authenticated against local users (if no domain is specified) or the active directory users. The database will be accessed using the given account and can be located on a different server to the web server.
This would typically be used where it's not possible to configure Kerberos or if the set of users need to be maintained locally on the machine (independent of the Active Directory/Domain users)
==== Windows ====
The default and most common method. The client's current credentials will be passed to the server and they will be used when connecting to the datasource. If the database server is on a different server then they will only receive the credentials if Kerberos has been configured, see [[Kerberos Delegation]] for more information. (Kerberos will need to be set up and configured by a domain administrator. Most large organisations will have an existing process for doing this - the previous article contains all the information required.)
This method would be used in most organisations as authentication, and therefore access, is controlled through the same mechanisms as other network resources.
==== HTTPS ====
If the website has been set up to use HTTPS (see [http://support.microsoft.com/kb/324069 this Microsoft support article] for more information) then "Use HTTPS" will be checked. Click the "Apply" button to ensure XLCubedWeb has the correct settings to support this.
=== Repository Access ===
The repository, visible in the left hand pane of the web application, is simply a folder on the Web Server within which additional subfolders can be added. All published reports are held within the repository folder, or subfolders within it. The permissions for the repository can be controlled by clicking on "Repository Access". You will be presented with the form for maintaining which groups have access and the level (write for publishing reports, or read-only for viewing reports only)
Finer control can be maintained by navgating to the repository folder in windows explorer, the folder location will by default be:
Additional folders can be added as required, at the level immediately beneath the Repository folder itself, for example one folder per user group. If the user has the permissions, they can maintain the folder structure by right-clicking on the "Publish Report" screen in the Excel client.
The temp folder should also have these permissions set on it. Its default location is:
Windows permissions determine which folders are visible within the web application to any given user, e.g. can be configured such that the 'Sales' function cannot see the 'Finance' function folder and vice versa. This is all handled transparently by the application, and set at the Windows folder level permissions level. The same logic is true of read/write vs. a read-only split between user groups.
Note that every user has a 'My Reports' folder, which is the equivalent of 'My Documents' in Windows, and is only accessible by the individual user. These are held in the location below:
=== Licensing ===
To apply a license key, click on "Licensing":
Click "Apply New Key" and select the appropriate license key file. You will be given a summary about the key (such as the number of concurrent users and any expiration date)
== Setting up the XLCubed Web Edition application manually ==
This step is usually not required, as the setup program will create the web application for you. It may be necessary if:
* During the setup process, the {{Code|Add XLCubed Web Edition to IIS}} checkbox was unselected
* Your web server is set up in a non-standard configuration, especially where the Default Web Site has been modified
* You wish to create the web application yourself for whatever reason
Note that in the non-standard configuration, you may receive the following error message from the setup program: {{Code|Failed while processing WebVirtualDirs. (-2147024894)}}
In any of these cases, the setup program will have copied the application files to the web server, but you will have to create the site yourself. To do this:
# Open Internet Information Services Manager ({{Code|inetmgr.exe}})
# Under the {{Code|Application Pools}} node, ensure that the XLCubed application pool has been set up. It must be configured to use v4.0 of the .NET Framework and use the Classic pipeline mode.
# Under the {{Code|Sites}} node, open the website in which XLCubed Web Edition should be made available (usually the Default Web Site).
# Usually the {{Code|XLCubedWeb}} Virtual Directory will already exist within the website. If this is the case, then right-click on it and select {{Code|Convert to Application}}. If not, right-click on the website instead and select {{Code|Add Application...}}
# In the {{Code|Add Application}} dialog, ensure that the {{Code|XLCubed}} application pool is selected and, if necessary, choose the correct path.
This will set up the application's web site. Further security setup and other configuration will likely be necessary. Information can be found below.
=== Functional User Permissions ===
Access to the application, and the type of access is controlled by two files located in:
To enable or disable user or group access to the Web Edition, enable or disable read access for the relevant user or group to:
'Ad hoc' access gives users the ability to build their own report from scratch. This access is controlled via the {{Code|adhoc.xml}} file. To restrict users to be able to view only pre-published reports, revoke access to:
The scheduling features allows users to schedule reports, if Web Edition scheduling is licensed. To enable or disable user or group access to this feature, enable or disable read access to:
=== Published Connections ===
When a user publishes a connection to XLCubed Web, which may contain custom calculations, etc, they are published to:
C:\Inetpub\wwwroot\XLCubedWebv6\Repository\__xlcubed__\__connections__\Published Connections
or to subfolders which have been created within this.
Published Favourites When a user published a report favourite to the web, they are published to:
C:\inetpub\wwwroot\XLCubedWebv6\Repository\__xlcubed__\__grids__\Published Favourites
== Accessing XLCubed Web reports from SharePoint and other portals ==
XLCubed Web reports can be accessed either through the Web Edition homepage, or accessed directly by URL within other portals.
To get the URL for a specific report, in the homepage of XLCubed Web:
* Click on the {{Menu|View parameters for this report}} icon:
* Then press the {{Menu|Get Url}} button:
The provided URL can be used to embed the report within other portals and frames as required. In the case of SharePoint, the URL is used within a sitelink web part.
Additional configuration options accessible as suffixes on the URL are:
For example, for the report above, to include the toolbar in the rendered version, the URL would become:
== System Configuration Settings ==
=== Behavioural Configuration ===
The web.config file held within the XLCubedWeb folder determines various behavioural aspects of the product. The following settings are held within the {{Code|<appSettings>}} section.
|{{Code|LogErrors}}||write errors to Error.log file
|{{Code|LogPerformance}}||for debug only
|{{Code|ShowErrorMessages}}||show detailed error messages or just a reference to the log file
|{{Code|DefaultChartSeries}}||default number of series to chart on an ad-hoc report
|{{Code|MaxChartSeries}}||maximum number of series to chart on an ad-hoc report
|{{Code|DisplaySystemMemProps}}||show system member properties available for selection
|{{Code|DrillthroughDefaultMaxRows}}||default maximum rows on a drillthrough
|{{Code|DrillthroughAbsoluteMaxRows}}||maximum permitted rows on a drillthrough
|{{Code|RepositioryRootUNC}}||No longer supported - listed for compatibility reasons. To create a shared repository, use MKLink [http://en.wikipedia.org/wiki/NTFS_symbolic_link] to replace the folder with a Symbolic Link to a network share.
|{{Code|ClearLevelsMovedToFilters}}||Where an entire level is selected on an axis (potentially a large number of members), and is dragged onto the slicer, the selection is changed to the default member (Typically 'All'). This is to prevent users accidentally creating a very slow running query by individually aggregating all the members dragged to the slicer
|{{Code|DefaultCulture}}||Backup culture where it cannot be retrieved from the browser
|{{Code|QueryActiveDirectory}}||Used to display the user name on homepage
|{{Code|WritebackTimeout}}||Writeback timeout in milliseconds
|{{Code|PdfConverterUserName}}||No longer required
|{{Code|PdfConverterPassword}}||No longer required
|{{Code|PdfUseAppPoolUserForXpsPrint}}||true to use the IIS configured application pool user for creating the XPS during the PDF print; false uses the impersonated user. Must be true for 64-bit application pools
|{{Code|PdfUseAppPoolUserForPdfConversion}}||true to use the IIS configured application pool user for creating the PDF during the PDF print; false uses the impersonated user. Must be true for 64-bit application pools
|{{Code|DocumentDomain}}||Used when embedding XLCubed within an iframe on a different server
=== PDF Printing Configuration ===
''To configure the web edition to use the impersonated user instead of the application pool user, see [[XLCubed Web Edition Installation Guide/Version 7.1#PDF Printing Configuration|Version 7.1 instructions]].''
# Set {{Code|PdfUseAppPoolUserForXpsPrint}} and {{Code|PdfUseAppPoolUserForPdfConversion}} to true
# Ensure the application pool user has read and write access to the "Temp" folder, \inetpub\wwwroot\xlcubedweb\temp
=== Data Configuration Settings ===
Updating [[Data Configuration Settings]] may be done to affect connection behaviour by advanced users, although it is ''not'' recommended to do this without advice from XLCubed support.
== Application Usage ==
* Please refer to the help menu within the product for an overview of all functionality.
== See Also ==
== See Also ==
* [[XLCubed Web Edition Prerequisites/Version 6.1|XLCubed Web Edition Prerequisites]]
* [[Dual Authentication]]
* [[Dual Authentication]]
* [[XLCubed Web Edition Installation Logging]]
* [[XLCubed Web Edition Installation Logging]]
== External Links ==
[[Category:Web Edition]]
* [http://technet.microsoft.com/en-us/library/bb742516.aspx Kerberos Explained]
* [http://support.microsoft.com/kb/896861 Resolving a 401.1 error when PDF printing]
[[Category:Web Edition]]

Revision as of 10:46, 31 January 2018