Bizview from insightsoftware

Installation & Configuration Overview
Installation & Configuration Overview This 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 Installation Bizview Web Application Bizview Databases After Installation Upgrade Bizview Services Enable Bizview Single-Sign-On Multi-database login Ena...
Install Bizview
Install Bizview Related Information Preparations to Fulfill Prerequisites Prerequisites The 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...
Install Bizview Web Application
Install Bizview Web Application In this section, you will find necessary information about installing and configuring Bizview web application. This section contains the following topics: Prerequisites Preparations to fulfill prerequisites Install IIS Install .Net Framework Change Default Application Pool .NET framework version New Installation Start the installationSetup Dialogues
Prerequisites
Prerequisites This topic describes the program and database prerequisites needed prior to installing Bizview. This topic contains the following sections: Application Server Database Server Application Server The following programs must be pre-installed on the application server before installing Bizview: Operating System: Windows Server 20121 Windows Server 2012 R2 Windows Server 2016 ...
Preparations to Fulfill Prerequisites
Preparations to Fulfill Prerequisites Assuming 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 IIS Installing WebSocket Protocol in IIS Installing .Net Framework Changing Default Application Pool .NET Framework Version
Installing IIS
Installing IIS Related Information Installing .Net Framework Changing the Default Application Pool IIS 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 Ste...
Installing WebSocket Protocol in IIS
Installing WebSocket Protocol in IIS Related InformationEnabling WebSocket Protocol For 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...
Installing .Net Framework
Installing .Net Framework Related Information Installing IIS Changing the Default Application Pool The 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 3.0 Windows Server 2008 R2: .NET Framework 3.5.1 Windows Server 2012: .Net Framework 4.5 If .Net version is lower t...
Changing the Default Application Pool .NET Framework Version
Changing the Default Application Pool .NET Framework Version Related Information Installing IIS Installing .Net Framework Since 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. ...
Install Bizview Web Application
Install Bizview Web Application The 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 D...
Set up Dialogues
Set up Dialogues This 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 en...
Install Bizview Databases
Install Bizview Databases In this section you will find necessary information about installing and configuring Bizview Database. This section contains the following topics: Database Installation Launching DBWizard Manually Opening the Web Application Configuration File Create a new Bizview Application Database Database Settings Snapshot File Create a New Bizview Datastore Database Settings S...
Database Installation
Database Installation In 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>_ds Next step: Launching DBWizard
Launching DBWizard
Launching DBWizard The 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\Appli...
Manually Opening the Web Application Configuration File
Manually Opening the Web Application Configuration File The 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, def...
Creating a New Bizview Application Database
Creating a New Bizview Application Database The 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: crea...
Database Settings
Database Settings The 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. "bizvi...
Snapshot File
Snapshot File Select 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 messag...
Creating a New Bizview Datastore
Creating a New Bizview Datastore The 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 req...
Database Settings
Database Settings The 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 se...
Snapshot File
Snapshot File Select 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, ...
Configuring a Bound Datastore
Configuring a Bound Datastore To 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 section of Bizview. Edit setting 100 in the Bizv...
Encrypting Connection Strings
Encrypting Connection Strings Encrypt connection strings by issuing the following command:C:\Windows\Microsoft.NET\Framework\v4.0.30319\aspnet_regiis.exe -pe "connectionStrings" -app "/bizview" -prov "DataProtectionConfigurationProvider"
Post-Installation Steps
Post-Installation Steps Below is a list of things to consider after an installation: Enabling WebSocket Protocol Configuring base-href TempFiles folder - Write/Modify Authority Exporting to PDF Signing Key Bizview URL Bizview License Bizview Login If 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...
Enabling WebSocket Protocol
Enabling WebSocket Protocol Related InformationInstalling WebSocket Protocol in IIS Bizview VersionConfiguration necessary from Bizview  8.1 Bizview 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...
Configuring base-href
Configuring base-href Related Information Bizview URL Bizview License Bizview Login Bizview VersionConfiguration necessary from Bizview  8.0 After 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. T...
TempFiles Folder - Write/Modify Authority
TempFiles Folder - Write/Modify Authority Related Information After Installation Bizview URL Bizview Login Bizview VersionConfiguration necessary from Bizview  8.0 To 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. Exa...
Exporting to PDF
Exporting to PDF In 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 manuall...
Signing Key
Signing Key Related Information After Installation Bizview URL Bizview Login Bizview VersionNew setting  from Bizview  8.0 From 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...
Bizview URL
Bizview URL Related Information System Requirements Bizview License Bizview Login Configure base-href When 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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