Introduction

Izenda Reports provides an integrated platform for browser-based report customization and works on your application's existing web server. This section will guide you through configuring Izenda Reports for use on Microsoft's Internet Information Server (IIS) on Windows.Izenda recommends doing the initial setup on a non-production server.

If you have not already downloaded Izenda Reports, please click here to do so.

Web Server Setup

Prior to starting, please make sure your system meets the following requirements:

Requirements:

• Microsoft Internet Information Server (IIS) 5.1 or higher
• Microsoft .NET framework 1.1, 2.0 (2.0 minimal is highly recommended), 3.0 or 3.5
• A working connection string with proper read permissions to both data and metadata
• Internet Explorer 6.0 or higher or Firefox 1.5 or higher

Selecting a language and .NET version:

Izenda supports the .NET platform versions 1.1, 2.0, 3.0, & 3.5 in addition to both C# and VB.NET. This is important if any code-level integration is needed. Izenda highly recommends selecting .NET 2.0 and C#. This version of the starter kit is located in the DotNet20CS folder in the zip file which you downloaded.

Permissions:

In order to create and save reports, our application will require the ability to read and write to the Reports folder as well as the Izenda.config file. The application runs under the web server's service account. By default, this account is NT AUTHORITY\NETWORKSERVICE under Windows 2003 and ASPNET under Windows XP. It can be something different if your Administrator has changed it or you are running Microsoft Exchange on the same server. In most cases, it will not have changed.

Instructions ( Please Note: screen shots from Windows 2003 ):

• Unzip the appropriate version of the files from the installation files  based on your version of .NET and language preference.
• The zip file contains 4 folders with different versions of Izenda Reports, choose only the one you intend to use:
  • DotNet20CS: ASP.NET ver. 2.0, C# recommended by Izenda
  • DotNet20VB: ASP.NET ver. 2.0, VB
  • DotNet11CS: ASP.NET ver. 1.1, C#
  • DotNet11VB: ASP.NET ver. 1.1, VB

Unzip your version and language

• For example, copy all of the files and folders in the "DotNet20CS" folder to C:\Adhoc54 or C:\web\Adhoc54, etc.

Copy file into new folder

• Open IIS Services under "Administrative Tools" in the start menu, if in Windows XP, "Administrative" tools will be found in the control panel

Open IIS Services

• Create a virtual directory in IIS for Izenda Reports:
  • Expand "Web Sites"
  • Right Click on "Default Web Site"

Expand Default web site and right click

• Select "New" then Select "Virtual Directory"

Select New then Virtual Directory

• Click "Next"

Click "Next"

• Enter the "Alias" which is just the name of your Izenda Reports application (for example, Adhoc54)

Choose and enter the name of your Izenda Reports application

• Click "Next"
• Select the folder where you unzipped the Izenda Reports files & folders (for example C:\Adhoc54 or C:\web\AdHoc54, etc.)

Select the folder where you unzipped the Izenda Reports files and folders

• Click "Next"
• Select the application permissions by checking the "Read" and "Run" boxes

Give "Read" and "Run" permissions

• Click "Next", then "Finish"

Click "Finish"

• You should see the Adhoc54 virtual directory indicated with a small gear icon under the "Default Web Site"

Look for the gear which has the alias you gave it earlier

• Check to make sure the virtual directory has the correct version of .NET:
  • Right click on the virtual directory you just created, e.g., Adhoc54
  • Select "Properties"

Right click the gear and select "Properties"

• Select the "ASP.NET" Tab

Right click the gear and select "Properties"

• Izenda strongly recommends that you use ASP.NET 2.0. However, ASP.NET 1.1 is fully supported, check to make sure that your ASP.NET version is set correctly (IIS applications may default to .NET 1.1 even though 2.0 is installed)

If on .NET 2.0, then make sure it is selected

• Make sure that the file system permissions are correct for the location at which you unzipped the files (e.g. C:\DotNet20CS): all file permissions should have the "Network Service" (Windows 2003), "ASPNET"(Windows XP) or your default "Web Service" account set to full control
  • Navigate to the folder in which you installed Izenda Reports using Windows Explorer
  • Right click on the root folder
  • Select "Properties"

Right click on Izenda Reports file folders and select "Properties"

• Select the "Security" tab. If you are using Windows XP and do not see this tab, then open Explorer, click "Tools", select "Folder Options", select the "View" tab, scroll down the list of checkboxes and disable "Use Simple File Sharing". Save and apply and you will now see this tab.

Select the "Security" tab

• Ensure that "NETWORK SERVICE", "ASPNET", or your default "Web Service" account is one of the users and has full control

Add the "Network Service" account if necessary

• Verify Izenda Reports is operational by navigating to[Host]/[Virtual Directory]/settings.aspx in your web browser (i.e. http://localhost/AdHoc54/settings.aspx)

Navigate to the "Settings.aspx" page

Continue to Database Connections .