OneStop Reporting Installation Guide for 24SevenOffice

Transcription

OneStop Reporting 3.7
Installation Guide
for 24SevenOffice
Updated: 2013-02-12
Copyright© OneStop Reporting AS
www.onestopreporting.com
Table of Contents
System Requirements.......................................................................................................................................... 1
OneStop Reporting – 24SevenOffice integration ................................................................................................ 2
Obtaining the Software ....................................................................................................................................... 2
OneStop Reporting Overview .............................................................................................................................. 3
Introduction ..................................................................................................................................................... 3
Product Overview ............................................................................................................................................ 3
General Product Description ....................................................................................................................... 3
OSR Report Designer ................................................................................................................................... 3
OSR Player ................................................................................................................................................... 3
OSR Publisher .............................................................................................................................................. 3
OSR Composer ............................................................................................................................................. 3
OSR Multi-Company (Console) .................................................................................................................... 4
OneStop Reporting Installation ........................................................................................................................... 5
Upgrading from previous versions .................................................................................................................. 5
Installing OneStop Reporting........................................................................................................................... 5
OneStop Reporting - Starting the applications.................................................................................................... 9
Logon ............................................................................................................................................................... 9
Terminal Server Installation .......................................................................................................................... 10
Preparation ................................................................................................................................................ 10
Installation ................................................................................................................................................. 11
OneStop Reporting Registry Keys .................................................................................................................. 12
Common Settings for All Components ...................................................................................................... 12
OSR Report Designer/OSR Player on Windows 32-bit or Windows 64-bit with 64-bit Office .................. 12
OSR Report Designer/OSR Player on Windows 64-bit with 32-bit Office ................................................. 13
Miscellaneous ................................................................................................................................................ 14
OneStop User Authentication: .................................................................................................................. 14
Multiple Repository Databases ................................................................................................................. 14
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System Requirements
There are many factors that contribute to the performance of the OneStop Reporting solution, including
hardware platform, network performance, number of concurrent users, number of transactions and size
and design of individual reports. Performance metrics should be established once a baseline system is
configured. For more details, please contact OneStop Reporting or your OneStop Reporting partner.
OneStop Reporting Components
Operating System







RAM
 2 GB (4GB Recommended)
CPU
 Intel/AMD (Dual core or more recommended)
Microsoft Office
 Excel 2007 SP2
2
 Excel 2010 (32/64 bit)
 Excel 2013 (32/64 bit)
.NET Framework
 Full 4.0 or newer
Other
 Microsoft Visual Studio 2010 Tools for Office Runtime
Windows XP SP 3
Windows Vista
Windows 7 (32-bit or 64-bit)
Windows 8 (32-bit or 64-bit)
Windows Server 2003 (32-bit or 64-bit)
1+2
1. Office 2007 requires SP2 and successive updates.
2. The Office installation needs to have the “.NET Programmability Support” option for Excel
enabled.
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OneStop Reporting – 24SevenOffice integration
This installation guide is for the 24SevenOffice integration of OneStop Reporting only. It is a branded
version or the OneStop Reporting products and all connection setup is done automatically by the
installation. The only thing the user will be prompted for during the installation will be the
24SevenOffice Community ID.
Obtaining the Software
The software can be downloaded from the Downloads (Nedlastinger) area on
www.onestopreporting.com.
The 24SevenOffice integration has its own set of installation files. Make sure to
download the files from the section "Installeringspakke og
installasjonsdokumentasjon for 24SevenOffice". Files from the other sections will
not work for the 24SevenOffice integration.
The first time you go to Downloads you must register an account. You can then immediately log in using
the user name and password you registered.
Two installation files are available depending on your Windows system:

“OneStopReporting_v3.x.xxxxx.xxxx_Setup_x86.exe” for 32-bit Windows systems

“OneStopReporting_v3.x.xxxxx.xxxx_Setup_x64.exe” for 64-bit Windows systems
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OneStop Reporting Overview
Introduction
The OneStop Reporting product suite comprises several applications, as described below. In order to
simplify installation, all OSR applications are installed from one installation file. Access to the individual
applications is determined by your license.
Product Overview
General Product Description
OneStop Reporting is a complete BI solution with modules for reporting, budgeting and
dashboards/analysis. The OneStop Reporting products are 100 % integrated with a number of leading
ERP systems. Report design is done with direct access to all data from the ERP system, including
customized tables and fields.
As all the OneStop Reporting applications connect directly to your live data from the ERP system's
database, it is not necessary to have the actual business system installed on the client.
OSR Report Designer
OSR Report Designer is used for creating and formatting all types of reports using the OSR functionality
that is integrated in the well-known Excel interface. You have full access to the tables and fields from the
ERP system and will immediately recognize the business system’s items and objects delivered through
the Meta Data Layer while creating the report. You design reports using simple drag and drop
functionality and can store and distribute the reports as you would do with any other Excel file.
OSR Player
OSR Player is intended for users who only need to run reports created in the OSR Report Designer. OSR
Player allows the user to choose parameters prior to running a report, but the user cannot make any
changes to the layout or definition of the report.
OSR Publisher
OSR Publisher is the tool used for running and distributing reports throughout your organization. In OSR
Publisher you can set up Subscriptions to automatically run your reports at scheduled times and
distribute them in various formats (for example as Excel worksheet, Web page or PDF document) by
different methods, for example via e-mail or by posting to a network folder.
OSR Composer
OSR Composer is an ad-hoc-based query and reporting tool that is also integrated with the ERP system's
database. OSR Composer is well suited for making ad-hoc queries and simple reports. In OSR Composer
you work in a pivot table environment where you can play around with columns and rows to focus on
the desired information. OSR Composer works as a standalone analysis tool or as a starting point for
formatted reports that can be transferred to Excel or OSR Report Designer for further refining.
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OSR Multi-Company (Console)
OSR Multi-Company (Console) adds all general ledger and budget transactions for companies that you
want to consolidate into a separate table. This table can then be used in the other OSR applications for
running consolidated reports.
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OneStop Reporting Installation
Upgrading from previous versions
If you need to upgrade from a previous version of the OneStop Reporting – 24SevenOffice integration
please contact [email protected].
Installing OneStop Reporting
1. Download and run the setup file for OneStop Reporting. See Obtaining the Software on page
2 for more information about the appropriate file to download.
2. In the first window, accept the default directory or enter the destination where you want
the setup files to extract to and click Install to continue.
Clicking the Install button will extract the OneStop Reporting setup files to the folder that
was specified in the Destination folder text box and start the setup wizard. The destination
folder is a temporary folder which can be deleted after installation is complete.
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3. Then you will be prompted for your 24SevenOffice CommunityID. Make sure you type the
CommunityID correctly in as there will be no validation of the ID at this point
4. In the Welcome window, click Next.
5. Read the License Agreement, select I Agree and click Next.
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6. In the Select Installation Folder window, the default installation location for OneStop
Reporting is automatically displayed. If you want the program files to reside in a different
location click the Browse button to change the location. Then click Next.
In Windows Vista or higher or on Windows Server 2008 it is highly recommended
to use the default Program Files or Program Files (x86) folder as this is a trusted
location. A trusted location has certain security privileges which are required for
Microsoft Excel add-ins such as OSR Report Designer and OSR Player.
Installing in a different folder will trigger the “Microsoft Office Customization
Installer” dialog box the first time Excel is started after OSR has been installed,
asking each user to confirm that the OneStop Reporting add-in should be
installed for that user.
7. In the Confirm Installation window, click Next to start the installation.
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8. Please wait while OneStop Reporting is installed. You will then see the Installation Complete
window. Click Close to complete the installation.
Note: In Windows Vista and higher, a User Account Control window may be displayed,
asking you if you want to allow the following program from an unknown publisher to make
changes to this computer. Click Yes when prompted.
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OneStop Reporting - Starting the applications
Logon
When you start the OneStop Reporting application you will be prompted for some login information.



In the Authentication drop down box, choose “24SevenOffice”.
In the User name field, enter your 24SevenOffice Community ID.
In the Password field, enter your 24SevenOffice Community ID password.
After being authenticated you will enter the OneStop Reporting application and in the Configuration
dialog you will be able to choose the company you want to report for.
Please refer to the user documentation for general use of the OneStop Reporting applications.
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Terminal Server Installation
Preparation
1. Log on as a Windows user with administrator rights.
2. The Terminal Server needs to be configured to ensure that you are allowed to install
Microsoft Installer (MSI) packages. This is done by changing a policy in the Windows Group
Policy Editor.
Changing policy in the Group Policy Editor
1. Choose Start >> Run, type gpedit.msc and press Enter.
2. Navigate to Local Computer Policy >> Configuration >> Administrative Templates >>
Windows Components >> Windows Installer.
3. Right-click Disable Windows Installer and choose Properties. (You can also double-click
Disable Windows Installer to open up the properties.)
4. Select Enabled and set the Disable Windows Installer value to Never.
5. Click OK.
Manually Change the MSI Settings in the Registry:
If the Group Policy Editor is not available on your server version, you can manually set this
setting in the Windows Registry:
1. Open the Registry editor and navigate to:
HKEY_LOCAL_MACHINE\Software\Policies\Microsoft\Windows\Installer
2. Create or modify the REG_DWORD value “DisableMSI” and set it to 0 (zero).
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You can change this setting back after you finish installation of OneStop Reporting.
Installation
Please refer to the OneStop Reporting Installation section on page 5 for details on installing OneStop
Reporting.
Notes:


Registry entries for OSR Report Designer and OSR Player are installed under
HKEY_LOCAL_MACHINE.
Shortcuts for OneStop Reporting components available from the Start menu are
installed in All users.
Page | 11
OneStop Reporting Registry Keys
The following section provides information about the different registry keys for the OneStop Reporting
applications.
Common Settings for All Components
[HKEY_LOCAL_MACHINE\Software\OneStop Reporting\Settings]
"RepositoryServer"="<servername>"
[HKEY_LOCAL_MACHINE\Software\Wow6432Node\OneStop Reporting\Settings]
"RepositoryServer"="<servername>"
OSR Report Designer/OSR Player on Windows 32-bit or Windows 64-bit with 64-bit Office
[HKEY_LOCAL_MACHINE\Software\Classes\OneStop.ReportPlayer.OSRFunctions]
All sub keys.
[HKEY_LOCAL_MACHINE\Software\Classes\CLSID\{74B6B2D2-F28A-4F03-BB6A-6B5DA5306460}]
All sub keys.
[HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Excel\Addins\OneStop.ReportDesigner]
All sub keys.
Office 2007:
[HKEY_LOCAL_MACHINE\Software\Microsoft\Office\12.0\Common\General]
“EnableLocalMachineVSTO”=”1”
Office 2010:
Office 2013:
Will be added when user starts Excel:
Office 2007:
[HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Excel\Options]
"OPEN"="/A \"OneStop.ReportPlayer.OSRFunctions\""
Office 2010:
Page | 12
Office 2013:
Note that the OPEN key may have a different number such as OPEN1 or OPEN35. This is OK.
OSR Report Designer/OSR Player on Windows 64-bit with 32-bit Office
[HKEY_LOCAL_MACHINE\Software\Classes\OneStop.ReportPlayer.OSRFunctions]
All sub keys.
[HKEY_LOCAL_MACHINE\Software\ Wow6432Node\Classes\CLSID\{74B6B2D2-F28A-4F03-BB6A6B5DA5306460}]
All sub keys.
[HKEY_LOCAL_MACHINE\Software\Wow6432Node\Microsoft\Office\Excel\Addins\OneStop.ReportDesi
gner]
All sub keys.
Office 2007:
[HKEY_LOCAL_MACHINE \Software\ Wow6432Node\Microsoft\Office\12.0\Common\General]
Office 2010:
Office 2013:
Will be added when user starts Excel:
Office 2007:
Office 2010:
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Office 2013:
Note that the OPEN key may have a different number such as OPEN1 or OPEN35. This is OK.
Miscellaneous
OneStop User Authentication:
Windows Authentication is not available on the system before Access Management has been setup by
the Administrator. Should you be prompted for a user login at application startup you should use the
credentials for the OneStop Administrator (case sensitive):
User: Admin
Password: admin
The password can be changed using the OSR Administration.
Multiple Repository Databases
By default, the OneStop Reporting product suite uses a repository database called OSR_Repository.
However, it is possible to set up multiple repositories by setting the following registry keys:
[HKEY_LOCAL_MACHINE \Software\OneStop Reporting\Settings]
"RepositoryDatabase"="<databasename>"
[HKEY_LOCAL_MACHINE \Software\Wow6432Node\OneStop Reporting\Settings]
"RepositoryDatabase"="<databasename>"
Note: These keys can also be set under HKEY_CURRENT_USER, but not at both HKEY_CURRENT_USER
and HKEY_LOCAL_MACHINE at the same time.
Set these keys before starting OSR Administration to create a repository database.
Page | 14

OneStop Reporting Installation Guide for 24SevenOffice

Transcription

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