Bizview from insightsoftware

New Installation
New InstallationRelated InformationPreparations to Fulfill PrerequisitesPrerequisitesThe installation of Bizview consists of two major steps:The installation of the Bizview web application under IIS.The installation of the Bizview databases in SQL Server .First, the MSI installs the Bizview web application. Then, the database install is triggered.Next Step:Bizview Web Application
Bizview Web Application
Bizview Web ApplicationIn this section, you will find necessary information about installing and configuring Bizview web application.This section contains the following topics: PrerequisitesPreparations to fulfill prerequisitesInstall IISInstall .Net FrameworkChange Default Application Pool .NET framework versionNew InstallationStart the installationSetup Dialogues
Prerequisites
PrerequisitesThis topic describes the program and database prerequisites needed prior to installing Bizview.This topic contains the following sections:Application ServerDatabase ServerApplication ServerThe following programs must be pre-installed on the application server before installing Bizview:Operating System:Windows Server 20121Windows Server 2012 R2 Windows Server 2016Windows Server Comp...
Changing the Default Application Pool .NET Framework Version
Changing the Default Application Pool .NET Framework VersionRelated InformationInstalling IISInstalling .Net FrameworkSince the .NET version 4.0 is not default in Windows Server 2008, the Default Application Pool in IIS Manager needs to be changed to the .NET Framework 4.0 installed in the previous step (Installing .Net Framework). Open Internet Information Services (IIS) Manager. Select Applic...
Starting the Installation
Starting the InstallationThe Bizview installation is done by running a MSI package delivered by Bizview Systems. This package can be obtained from your partner, alternatively by contacting us at bizviewsupport@insightsoftware.com.Download the file to the application server.To start the installation, you double-click the file Bizview.MSI: The installation begins. Next Step: Setup Dialogues
Setting Up Dialogues
Setting Up DialoguesThis topic describes the process for setting up dialogues in the Bizview Web Application.The first dialogue asks you to select the destination folder and application name for the installation. The default folder is C:\Inetpub\wwwroot\ and the recommended name is "bizview". Targetdir:      You have the option to select other Target directory. Appname:        You can enter a ...
Bizview Databases
Bizview DatabasesIn this section you will find necessary information about installing and configuring Bizview Database.This section contains the following topics:Database InstallationLaunching DBWizardManually Opening the Web Application Configuration FileCreate a new Bizview Application DatabaseDatabase SettingsSnapshot FileCreate a New Bizview DatastoreDatabase SettingsSnapshot FileNext step:...
Creating a New Bizview Application Database
Creating a New Bizview Application DatabaseThe system database is the only thing that needs to be configured in the application environment before the application is ready to be used.Assuming you opened the web.config file, either manually or automatically, follow these steps:Select the plus icon to add a new database to Web.config.The new connection dialogue gives you two options: create a new...
Database Settings
Database SettingsThe Install Database dialogue asks you to submit information about the database and how the Bizview application server will login and access the data in the database:Enter a descriptive name for the database. The prefix "bizview_" and the suffix "ds_" will always be part of the database name and will be input automatically. You need to enter the unique <name>, e.g. "bizview_dem...
Snapshot File
Snapshot FileSelect which version Snapshot file to install. The name of the file corresponds to the version. Click Next to continue with database installation. The next dialogue displays summary information about the options submitted:Verify your Bizview datastore configurations one last time and select Start to begin the datastore installation.If everything goes as planned, you should ...
Configuring a Bound Datastore
Configuring a Bound DatastoreTo enable the use of the Bizview datastore, you need to manually configure this inside the Bizview application and in the datastore database. These steps will not be explained in detail here, but below are the things needed:Configure the connection between Bizview database and the datastore. This is done in the Datastore section of Bizview.Edit setting 100 in the Bi...
Encrypting Connection Strings
Encrypting Connection StringsEncrypt connection strings by issuing the following command:C:\Windows\Microsoft.NET\Framework\v4.0.30319\aspnet_regiis.exe -pe "connectionStrings" -app "/bizview" -prov "DataProtectionConfigurationProvider"
After Installation
After InstallationBelow is a list of things to consider after an installation:Enabling WebSocket ProtocolConfiguring base-hrefTempFiles folder - write/modify authorityExporting to PDFSigning KeyBizview URLBizview LicenseBizview LoginIf there are several web:apps on server, see Starting Services (Several web:apps) to read more about how to handle start/stop of Bizview Services (from within Bizvi...
TempFiles Folder - Write/Modify Authority
TempFiles Folder - Write/Modify AuthorityRelated InformationAfter InstallationBizview URLBizview LoginBizview VersionConfiguration necessary from Bizview  8.0To download Bizview reports/forms/documents to an xls or pdf file, the Bizview application pool identity user (e.g. IIS_IUSR) needs "modify" permission to the TempFiles-folder located in the Bizview IIS application folder.Example:\\C:\inet...
Exporting to PDF
Exporting to PDFIn some solutions, Export to PDF will not work due to conversion of formatting in the report/form. If that is the case for your solution, a new setting can be added in the config.xml file to override formatting of management comments in the report/form and to get the export to PDF to work.    In order to export reports and other documents  to PDF in Bizview, you must manually in...
Signing Key
Signing KeyRelated InformationAfter InstallationBizview URLBizview LoginBizview VersionNew setting  from Bizview  8.0From version Bizview 8.0 we've implemented "remember me", which will allow us to store credentials for future use in the Bizview application. However, since we don't want to store the users' passwords as plaintext in the web-browser, we opted to use cryptographically signed token...
Validating a New License
Validating a New LicenseRelated InformationBizview LicenseRevalidating an Existing LicenseBizview VersionFeature available from Bizview version - Bizview 7.2When you receive a new license key, you need to validate it in Bizview. The license key must be validated in the Bizview HTML Client (not in traditional Silverlight client). To run Bizview in the new HTML client, access your Bizview URL.Log...
Bizview Login
Bizview LoginBrowse to the login page (http://localhost/bizview) and login with the administrator credentials. If you don’t have the administrator credentials, send a request to bizviewsupport@insightsoftware.com.Caution: This password should be changed after first login! To change the SETUPUSER password, login to your Silverlight Client (<servername>/bizview/default.aspx) Go to the login prof...
Upgrading
UpgradingPerforming an upgrade will replace the application files in the target directories, thus upgrading the Bizview version to the files embedded in the MSI. The database upgrade consists of synchronization between the target database and the database snapshot embedded in the MSI package. Thanks to this, an upgrade can always be performed regardless of the target database version. Caution: ...
Upgrading an Existing Bizview Application Database
Upgrading an Existing Bizview Application DatabaseRelated InformationStarting the UpgradeUpgrading an Existing Bizview DatastoreThis topic describes the process for upgrading an existing Bizview application database.The Bizview databases specified in the opened web.config are shown in the dialogue below. Here, you have the option to upgrade each specific database according to your needs. Select...
Processing Service
Processing ServiceRelated InformationMessenger ServiceAD Sync ServiceStart/Stop ServicesThis topic describes how, and where, the Bizview Processing Services are configured.This topic contains the following sections:Manually Create and Start ServiceKnown IssuesInstall path:              $PROGRAMFILES$/NCG Group/Bizview/Services/ProcessingService/Config file:           $PROGRAMFILES$/NCG Group/B...
Multithreading
MultithreadingRelated InformationProcessing ServicesProcessing ServiceBizview VersionFeature available from Bizview version -Bizview 8.5When a step (that executes a procedure) is evaluated, Bizview check if the procedure takes CLIENT as a parameter. In this case, the step will be looped with all clients the job was ordered with. To check If the step takes client as a parameter, you need to name...
Mailhandling
MailhandlingThis topic describes how to configure, start, and test messaging services within Bizview.This topic contains the following sections:Configure E-mail Settings in Application SettingsConfigure SMTP Server Settings in Application SettingsStart Bizview Messenger ServiceStart Service from Bizview ApplicationConfigure Workflow Mailhandling in Application SettingsRun Script to Test Messeng...
Bizview Configuration
Bizview ConfigurationBizview parameters are stored in bizview.config.For example:<bizview><login multiaccess="true" keepalive="-1" /><logging enabled="true" cacheLoggingEnabled="false" /><silverlight pollTime="10" /><security signingKey="67bd92f66fea01162df35ce0e341dd1c2426207cc72a8ac47c13380c1d1b187a" /><printing enableWpf="true" /><query timeout="90" maxtimeout="900" /></bizview>ElementAttrib...
Enabling Bizview Single Sign-On
Enabling Bizview Single Sign-OnRelated InformationEnabling Single Sign-On in Browser SettingsTo enable single sign-on, a few settings need to be in place:The IIS website Bizview needs to have Windows Authentication enabled. This is done in the MSI installation (no manual step required). The Anonymous Authentication should be disabled for the Bizview website catalog SSO:The MSI package does this...
Multi-Database Login
Multi-Database LoginBizview now supports specifying several databases in the connectionStrings.config file. This enables the installation of one web application that can simultaneously run against several databases instances (e.g. several different implementations/clients).To enable this , add rows in your connectionStrings.config file, ideally by launching DB Wizard. Each row in the connection...
Multitenancy
MultitenancyIt is possible to have multiple instances of Bizview installed on the very same server.There are two ways you can install Bizview:On default Web Site:As a dedicated site:Of course, when installing as a dedicated site you will have the option of installing Bizview on the root folder, presenting a cleaner URL for the end-user without any need of URL rewrites.This topic contains the fo...
Using File Share - Same Domain
Using File Share - Same DomainRelated InformationUsing File Share, Different DomainVirtual Directory - Create a Virtual Directory in IIS Enabling the Link in Drill TemplatesThis topic describes how to use file share with the same domain.Create share on document folder by navigating to the folder in question on the fileserver. Right-click the folder and select Properties. Select the Sharing tab....
Virtual Directory - Creating a Virtual Directory in IIS
Virtual Directory - Creating a Virtual Directory in IIS Related InformationUsing File Share, Same DomainUsing File Share, Different DomainEnabling the Link in Drill TemplatesFirst, ensure you have two users with the same username and password on both sides (Bizview server side and scanned document server). These two users do not have to be members in the same domain!Open Internet Information Se...
System Setup
System SetupRelated Information2. One-Time Password (OTP) Through E-mail3. One-Time Password (OTP) Through SMS4. Login for User with Two-Factor AuthenticationTo enable two-factor authentication with e-mail and SMS, you must make sure you have entered a valid SMTP server and username/password in the Application Settings.Access these settings by following the path: System Administration > System ...
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