Activereports 11 Server 1
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ActiveReports 11 Server 1 Table of Contents Table of Contents 1-5 ActiveReports 11 Server User Guide 6-7 Features and Benefits 7-8 What's New 8-12 Breaking Changes 12-13 ActiveReports Limitations 13 Migration from Previous Versions 13-15 License Types 15 Installation 15-16 System Requirements 16-17 AppPool Permissions (SQL Server) 17-18 Installed Files 18-20 Logging On to the Administrator Site 20-21 Backup and Recovery 21 Configuring ActiveReports 11 Server on SSL and HTTPS Web Sites 21-24 Concepts 24 Logical Data Models 24-25 Ad Hoc Entities 25-26 Relation Cardinality 26-27 Reports 27-28 Report Loading 28 Styles and Themes 28-29 Security: Users and Roles 29-30 Agents and Scalability 30 Single Sign-On with LDAP or Active Directory 31 Web Services 31-32 Configuration Section Handlers 32-33 URL Access to Reports and Designer 33-35 Managing Models 35 Model List Overview 35-36 Creating a New Model 36-38 Cloning a Model 38 Copyright © 2018 GrapeCity, inc. All Rights Reserved. ActiveReports 11 Server 2 Working with Model Versions 38-39 Deleting a Model 39-40 Uploading and Downloading Models 40-41 Model Editor Overview 41-42 Changing the Connection String 42-43 Modifying an Entity 43-44 Adding a New Logical Table (Entity) 44-46 Modifying an Attribute 46-48 Adding a New Logical Column (Attribute) 48-51 Modifying a Relation 51-52 Adding a New Logical Relation 52-54 Deleting an Item 54-56 Saving a Modified Model 56-58 Entering Modification Comments 58-59 Managing Model Breaking Changes 59-60 Report Categories 60-61 Managing System Categories 61-67 Managing Reports 67-69 Using Code Based Section Reports 69-70 Using RPX Reports 70-71 Using Data Dynamics Reports 71-72 Uploading Drill-Through Reports 72 Managing Schedules 72-75 Managing Printers 75-76 Managing Data Sources 76-78 Managing Data Sets 78-80 Managing Style Sheets 80-81 Managing Images 81-82 Managing Themes and Styles 82 Working with Themes 82-84 Working with Styles 84-85 Managing Security 85 Managing Users 85-90 Copyright © 2018 GrapeCity, inc. All Rights Reserved. ActiveReports 11 Server 3 Managing Roles 90-92 Managing Permissions 92-95 Using LDAP and Active Directory for Single Sign-On 95-98 Managing Configuration 98 Managing Agents 98-99 Managing Licenses 99-100 Managing Single Sign-On Security Providers 100-102 Configuring Email 102-104 Site Settings 104-106 UI Settings 106-124 Managing Audit Settings 124-126 Audit Model 126 Audit Reports 126-127 Server Diagnostics 127-128 Privacy 128-130 How To 130-131 Create Users and Roles 131-133 Activate a License 133-135 Add Row-Level Security 135-136 Use the Designer Web Control 136-138 Hide Log In and Log Out Buttons 138 Open the Designer without Selecting a Model 138-139 Create a Custom Security Provider 139-140 Debug a Custom Security Provider 140-142 View Reports Using the HTML5 Viewer 142-150 Get a Security Token 150-152 Customize and Publish ClickOnce EUD 152 Samples and Walkthroughs 152-153 Samples 153 Custom Security Provider Sample 153-156 WinForms REST API Sample 156-158 REST API HTML5 Sample 158-161 ASP.NET REST API Sample 161-163 Copyright © 2018 GrapeCity, inc. All Rights Reserved. ActiveReports 11 Server 4 Angular REST API Sample 163-168 Migration PowerShell Module Sample 168-173 Walkthroughs 173-174 Using the ReportList Web Control 174-180 Uploading a Code-Based Section Report 180-182 UserContext in Multi-Tenant Reports 182-193 Rendering a Code-Based Section Report 193-196 Downloading a Code-Based Section Report 196-199 Troubleshooting 199-201 Support Options 201-202 Web Service Library 202-203 ReportService 203-204 CancelRequest Method 204-205 Delete Method 205 Download Method 205-206 GetRequestStatus Method 206 GetUserCapabilities Method 206-207 IsLoggedIn Method 207 Login Method 207-208 Logout Method 208 RenderReport Method 208 ResolveParameters Method 208-209 Select Method 209 SendReportEmail Method 209-210 Upload Method 210 UploadResource Method 210-211 DataResult Object 211 EMailDistribution Object 211-212 ExceptionDetail Object 212 ItemDescription Object 212 ItemDescriptionsResult Object 212-213 Query Object 213 RenderOptions Object 213 Copyright © 2018 GrapeCity, inc. All Rights Reserved. ActiveReports 11 Server 5 ReportDescription Object 213-214 ReportParameter Object 214 RequestInfo Object 214-215 RequestResult Object 215 Result Object 215 UploadOptions Object 215-216 UserCapabilities Object 216 UserCapabilitiesResult Object 216 ModelPermission Enumeration 216-217 ReportParameterDomain Enumeration 217 ReportType Enumeration 217 RequestState Enumeration 217-218 Section 508 Compliance 218-223 Glossary 223 Copyright © 2018 GrapeCity, inc. All Rights Reserved. ActiveReports 11 Server 6 ActiveReports 11 Server User Guide ActiveReports Server provides a browser-based report designer for end users to serve up both end user reports and your more sophisticated developer reports. The Class Library contains documentation and code samples for the ActiveReports 11 Server API. In This Documentation Features and Benefits Read about the most important ActiveReports 11 Server features and how they make an administrator's life easier. What's New Discover what has changed in this version of ActiveReports Server. Breaking Changes This section provides a list of breaking changes. ActiveReports Limitations Learn what limitations you will come across when working with ActiveReports in ActiveReports 11 Server. Migration from Previous Versions This section describes how to migrate all of your existing reports to the new version of ActiveReports Server. License Types Learn what features are included with each type of ActiveReports 11 Server license. Installation View the server and managed agent system requirements, installed files, and learn to log on. Concepts This section has a list of major features, and reviews general concepts to help you understand ActiveReports 11 Server. Managing Models This section has topics that show you how to work with models, including how create a new model and how to modify a model or its elements. Report Categories This section has topics that show you how to work with categories, including Managing System Categories topic. Managing Reports This topic describes your options with each type of reports that are supported. Managing Schedules This topic describes shared schedules that you can set up to allow specified user roles to schedule reports. Managing Printers This topic describes how to add printers in the server that are used to perform server printing. Managing Data Sources This topic describes how to work with data sources that are used to design reports in ActiveReports. Managing Data Sets This topic describes how to work with data sets that are used to design reports in ActiveReports. Managing Style Sheets This topic describes how to work with Style Sheets that are used to style reports in ActiveReports. Managing Images This topic describes how to work with Images that are used in reports. Managing Themes and Styles This section describes how to work with themes for entire reports, and styles for individual report items. Managing Security This section contains information about managing users, roles and permissions and about setting up SSL/HTTPS on the ActiveReports 11 Server Web site. Copyright © 2018 GrapeCity, inc. All Rights Reserved. ActiveReports 11 Server 7 Managing Configuration This section teaches you about the ActiveReports 11 Server Agents, Licenses, Security, SMTP settings, notification URL, Audit settings and server diagnostics for your site. How To Quickly learn how to perform specific tasks with ActiveReports 11 Server. Samples and Walkthroughs Learn to create and access Web services using the ActiveReports 11 Server. Troubleshooting Learn how to resolve some common issues with ActiveReports 11 Server. Class Library (on-line documentation) View the API documentation on the report list and designer controls. Web Service Library View the API documentation for the ActiveReports 11 Server ReportService. Section 508 Compliance Learn about Section 508 Compliance. Licensing Agreement Please see the ActiveReports 11 Server Licensing Agreement on our web site for full details about licensing for each edition. Acknowledgements Microsoft, Windows, Visual Studio, and Microsoft SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Features and Benefits Here are the most important ActiveReports Server features that make an administrator's life easier. Feature Benefit A report designer designed End users can create and modify reports without depending on IT. especially for end users that don't use SQL. Completely browser-based Fast and easy deployment in production. No updates to users’ desktops. designer. No installation required. A logical data model from your End users can query, sort, and filter data using familiar terms. No knowledge of database that users understand. database schema or SQL required. Automatic generation of logical IT can generate and then customize and extend the data models shown to end users. data models from your database. Schedule & distribute reports to Timely distribution of information to business users when they need it most. specific people at specific times. Copyright © 2018 GrapeCity, inc. All Rights Reserved. ActiveReports 11 Server 8 Self-managed clustering & load- Cost-effective and easy to manage scalability for a few or a hundred users. balancing. Role-based security for reports IT makes sure that only authorized users can create and view different reports. and data models.