Bizview from insightsoftware

Installation & Configuration Overview
Installation & Configuration OverviewThis section contains necessary information about installing and configuring Bizview application and databases, as well as different Bizview Services. This section contains the following topics:New InstallationBizview Web ApplicationBizview DatabasesAfter InstallationUpgradeBizview ServicesEnable Bizview Single-Sign-OnMulti-database loginEnable Bizview Docum...
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...
Preparations to Fulfill Prerequisites
Preparations to Fulfill PrerequisitesAssuming the Windows Server operating system is in place, there are a few things that need to be prepared before the installation of the Bizview Web Application.This section contains the following topics: Installing IISInstalling WebSocket Protocol in IISInstalling .Net FrameworkChanging Default Application Pool .NET Framework Version
Installing IIS
Installing IISRelated InformationInstalling .Net FrameworkChanging the Default Application PoolIIS is added in the Windows Server Manager by accessing: Windows Start > Administrative Tools > Server Manager > Roles > Add Role > Wizard to select Web Server (IIS).Mark the check box below:After the Web Server IIS role is installed, browse to the Local host: http://localhost/:Next Step:Install .Net ...
Installing WebSocket Protocol in IIS
Installing WebSocket Protocol in IISRelated InformationEnabling WebSocket ProtocolFor faster experience with Bizview in HTML5 (from version 8), you must install and enable the WebSocket Protocol in IIS Server Roles and Features.To do this, access: Windows Start >  Server Manager > Roles > Add Roles and Features > Wizard to select Web Server (IIS) > Application Development.Then, mark the check b...
Installing .Net Framework
Installing .Net FrameworkRelated InformationInstalling IISChanging the Default Application PoolThe Bizview application is dependent on the Microsoft .Net Framework version 4.0 or later. Included in Windows Server are these versions:Windows Server 2008: .NET Framework 3.0Windows Server 2008 R2: .NET Framework 3.5.1Windows Server 2012: .Net Framework 4.5If .Net version is lower than 4.0, this nee...
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:...
Database Installation
Database InstallationIn the previous steps, you completed the installation of the Bizview Web Application. For the application to run you also need to install the Bizview application database and normally also the Bizview Datastore database:bizview_<name>bizview_<name>_dsNext step:Launching DBWizard
Launching DBWizard
Launching DBWizardThe database installation program "DBWizard.exe" might have been launched from the previous steps in the installation wizard, by answering Yes to the question if you would like to continue with the database setup. If not, the DBWizard can also be started manually from the following installation folder on the application server:(C:\Program Files\Bizview\Tools\DBWizard\Applicati...
Manually Opening the Web Application Configuration File
Manually Opening the Web Application Configuration FileThe Bizview application database settings are stored in the Web.config file located in the Bizview web application folder on the application server.Edit this file by opening it in DBWizard: Select the Find Web.config via IIS button: Or, select Browse for Web.config file.Browse and find the Web.config file, default locati...
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. 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 database configurations one last time.Click Start to continue. If everything goes as planned, the Success message displays,...
Creating a New Bizview Datastore
Creating a New Bizview DatastoreThe Bizview Datastore is a separate database designed for storing actual data retrieved from different other systems and databases and being the base for Bizview reporting.Assuming you opened the web.config from the Bizview Database tab, follow these steps:Select the Bizview Datastore tab.Select the Create new datastore icon: The next dialogue requires yo...
Database Settings
Database SettingsThe Install Database dialogue asks you to submit information about 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_demodev_ds".Choose what database collation you want to use. By default, this is set to se...
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...
Enabling WebSocket Protocol
Enabling WebSocket ProtocolRelated InformationInstalling WebSocket Protocol in IISBizview VersionConfiguration necessary from Bizview  8.1Bizview 8 HTML5 client are using a computer communications protocol, called WebSocket, which is providing full-duplex communication channels over a single TCP connection.This needs to be enabled in IIS during the installation of IIS server (or added later). I...
Configuring base-href
Configuring base-hrefRelated InformationBizview URLBizview LicenseBizview LoginBizview VersionConfiguration necessary from Bizview  8.0After installing or upgrading to Bizview 8.0 or later you need to configure your base-href before being able to run the Bizview HTML client in your web browser. The base-href path describes to bizview where to find the files for HTML application. There are two w...
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...
Bizview URL
Bizview URLRelated InformationSystem RequirementsBizview LicenseBizview LoginConfigure base-hrefWhen the Bizview web application is installed (and you have configured the base-href), browse to http://localhost/bizview:Next step:Bizview License
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