ActiveReports 10 Server 1 Table of Contents Table of Contents 1-5 ActiveReports 10 Server User Guide 6-7 Features and Benefits 7-8 What's New 8-11 Breaking Changes 11-12 ActiveReports Limitations 12 Migration from Previous Versions 12-14 License Types 14 Installation 14-15 System Requirements 15-16 AppPool Permissions (SQL Server) 17 Installed Files 17-19 Logging On to the Administrator Site 19-20 Backup and Recovery 20 Configuring ActiveReports 10 Server on SSL and HTTPS Web Sites 20-22 Concepts 22-23 Logical Data Models 23-24 Ad Hoc Entities 24 Relation Cardinality 24-26 Reports 26-27 Report Loading 27 Styles and Themes 27-28 Security: Users and Roles 28-29 Agents and Scalability 29 Single Sign-On with LDAP or Active Directory 29-30 Web Services 30-31 Configuration Section Handlers 31-32 URL Access to Reports and Designer 32-34 Managing Models 34 Model List Overview 34-35 Creating a New Model 35-37 Cloning a Model 37 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 2 Working with Model Versions 37-38 Deleting a Model 38-39 Uploading and Downloading Models 39-40 Model Editor Overview 40-41 Changing the Connection String 41-42 Modifying an Entity 42-43 Adding a New Logical Table (Entity) 43-45 Modifying an Attribute 45-47 Adding a New Logical Column (Attribute) 47-50 Modifying a Relation 50-51 Adding a New Logical Relation 51-53 Deleting an Item 53-55 Saving a Modified Model 55-57 Entering Modification Comments 57-58 Managing Model Breaking Changes 58-59 Report Categories 59-60 Managing System Categories 60-65 Managing Reports 65-67 Using Code Based Section Reports 67-68 Using RPX Reports 68 Using Data Dynamics Reports 68-69 Uploading Drill-Through Reports 69 Managing Schedules 69-72 Managing Data Sources 72-73 Managing Data Sets 73-75 Managing Style Sheets 75-76 Managing Images 76-77 Managing Themes and Styles 77 Working with Themes 77-79 Working with Styles 79-80 Managing Security 80 Managing Users 80-83 Managing Roles 83-85 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 3 Managing Permissions 85-88 Using LDAP and Active Directory for Single Sign-On 88-90 Managing Configuration 90-91 Managing Agents 91-92 Managing Licenses 92-93 Managing Single Sign-On Security Providers 93-95 Configuring Email 95-97 Site Settings 97-98 Managing Audit Settings 98-100 Audit Model 100 Audit Reports 100-101 Server Diagnostics 101-102 Privacy 102-104 How To 104-105 Create Users and Roles 105-107 Activate a License 107-109 Add Row-Level Security 109-110 Use the Designer Web Control 110-112 Hide Log In and Log Out Buttons 112 Open the Designer without Selecting a Model 112-113 Create a Custom Security Provider 113-114 Debug a Security Provider 114-116 View Reports Using the HTML5 Viewer 116-124 Get a Security Token 124-126 Samples and Walkthroughs 126 Samples 126 Security Provider Sample 126-128 Walkthroughs 128 Using the ReportList Web Control 128-135 Uploading a Code-Based Section Report 135-137 Rendering a Code-Based Section Report 137-139 Downloading a Code-Based Section Report 139-142 UserContext in Multi-Tenant Reports 142-148 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 4 Troubleshooting 148-151 Configuring Email 151-152 Support Options 152-153 Web Service Library 153-154 ReportService 154-155 CancelRequest Method 155-156 Delete Method 156 Download Method 156 GetRequestStatus Method 156-157 GetUserCapabilities Method 157 IsLoggedIn Method 157-158 Login Method 158 Logout Method 158-159 RenderReport Method 159 ResolveParameters Method 159-160 Select Method 160 SendReportEmail Method 160-161 Upload Method 161 UploadResource Method 161-162 DataResult Object 162 EMailDistribution Object 162 ExceptionDetail Object 162-163 ItemDescription Object 163 ItemDescriptionsResult Object 163 Query Object 163-164 RenderOptions Object 164 ReportDescription Object 164-165 ReportParameter Object 165 RequestInfo Object 165 RequestResult Object 165-166 Result Object 166 UploadOptions Object 166 UserCapabilities Object 166-167 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 5 UserCapabilitiesResult Object 167 ModelPermission Enumeration 167 ReportParameterDomain Enumeration 167 ReportType Enumeration 167-168 RequestState Enumeration 168 Section 508 Compliance 168-173 Glossary 173-174 Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 6 ActiveReports 10 Server User Guide ActiveReports Server allows you to provide a browser-based report designer for end users and to serve up both end user reports and your more sophisticated developer reports. The Class Library contains documentation and code samples for the ActiveReports 10 Server API. In This Documentation Features and Benefits Read about the most important ActiveReports 10 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 10 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 10 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 10 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 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 how to set up SSL/HTTPS on the ActiveReports 10 Server Web site. Managing Configuration This section teaches you about the ActiveReports 10 Server Agents, Licenses, Security, SMTP settings, notification Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 7 URL, Audit settings and server diagnostics for your site. How To Quickly learn how to perform specific tasks with ActiveReports 10 Server. Samples and Walkthroughs Learn to create and access Web services using the ActiveReports 10 Server. Troubleshooting Learn how to resolve some common issues with ActiveReports 10 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 10 Server ReportService. Section 508 Compliance Learn about Section 508 Compliance. Licensing Agreement Please see the ActiveReports 10 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. Self-managed clustering & load- Cost-effective and easy to manage scalability for a few or a hundred users. balancing. Copyright © 2017 GrapeCity, inc. All Rights Reserved. ActiveReports 10 Server 8 Role-based security for reports IT makes sure that only authorized users can create and view different reports. and data models. Single sign-on security provider. Allow users to sign in with their existing user name and password. A set of ASP.NET controls for Programmers can rapidly integrate reporting features into ASP.NET applications. embedding reports and report designer. Flexible web service access to Programmers can exercise greater control integrating reporting into