Assumption: All pre-requisites have been met.

The following steps are to be done directly on the Application Environment Operating System

 

CMS Cred Configuration

  1. Launch IIS Manager
  2. Under Sites, right click on Default Web Site and click the Add Application option.
  3. Enter CMSCred for the Alias and set the CMSCred Physical Path to the location where Application was deployed during Step 3.
  4. Click OK to save the changes.
  5. Under Sites, right click on Default Web Site and click the Edit Bindings option.
  6. Click on Add
  7. Ensure the Type is http and enter CMS Credentials DNS entry requested in the Pre-Requisite for the Host Name. The Port Number should be 80.
  8. Click OK to save the changes.

Adhoc Reporting Configuration

  1. Navigate to the Images folder located in Configuration\AdhocReporting\SSRS\Images directory of where the application was deployed during Step 3.
  2. Replace logo01.png and logo02.png by overwriting the image files
    Note: If your logo doesn't meet the specifications above, then we cannot support how the logo displays on your report.
  3. Navigate back to the AdhocReporting folder
  4. Right click on the SSRS folder and select Properties
  5. Navigate to the Security tab
  6. Click the Edit button
  7. Click the Add button
  8. Type Everyone in Enter the object names to select field and click the Check Names button
  9. Click the OK button to save the change
  10. Select the checkbox to Allow Full Control
  11. Click OK to save the changes
  12. Click OK to save the changes and exit out
  13. Launch IIS Manager.
  14. Right click on Sites and select Add Website.
  15. Enter the Site Name as AccessCommanderAdhocReporting.
  16. Leave the Physical Path empty.
  17. Change the Binding Type to https.
  18. Enter the Host Name as the Adhoc Reporting host name that was needed as part of the Pre-Requisite.
  19. Select your SSL Certificate.
  20. Uncheck the Start Website Immediately box and click OK.
  21. Under Sites, right click on AccessCommanderAdhocReporting and click the Add Application option
  22. Enter SSRS for the Alias and set the Adhoc Reporting Physical Path to the location where Application was deployed during Step 3.
  23. Click OK to save the changes
  24. Under Sites, right click on AccessCommanderAdhocReporting and click the Edit Bindings option
  25. Click on Add
  26. Ensure the Type is https and enter Adhoc Reporting DNS entry requested in the Pre-Requisite for the Host Name.
  27. Select your SSL Certificate.
  28. Click OK to save the changes.
  29. Navigate to Application Pools
  30. Right click on DefaultAppPool and select Advanced Settings
  31. Set Enable 32-Bit Applications to True
  32. Start the AccessCommanderAdhocReporting Site in IIS

 

Data Source Configuration

  1. Navigate to the Adhoc Reporting URL (DNS Entry) set earlier in the configuration
  2. Login to the Adhoc Reporting Portal as Administrator
    If customer requests for credentials, they automatically sign the Waiver of receiving no further support from MathCraft related to the Dashboard
  3. Navigate to the Admin tab
  4. Select the Add Database Connection option from the left navigation panel
  5. Enter the following under the Add New Database Connection section

    Connection String: Data Source= EnterDBServerName,EnterDBServerPortNumber;Initial Catalog=ACCMDRWEB;Integrated Security=False;User Id=ac_cms_user;Password=FCx$58kqTFKjVD643q;MultipleActiveResultSets=True

    Note: Replace the highlighted content with your actual Database Server Name and Port Number as you did during application configuration

    Provider Name: SQLClient

    Connection Name: AC

  6. Click the Test Connection button to verify connection
    If Connection is successful, you will get a SUCCESS message
    If Connection is unsuccessful, you will get a INVALID message
  7. Click the Add Connection button to add the connection
    You will get a message about Data Source creation being successful
  8. Navigate to the Data Model tab.
  9. Click on New button.
  10. Select AC from the options that appear.
  11. Click OK to continue.
  12. Click Add Tables button.
  13. Type RPT. in the search bar.
  14. Start checking all the boxes for RPT. view names.
  15. Click OK to continue.
  16. Click the Save As button.
  17. Enter AC for Data Model Description
    Enter AC for Data Model File Name
    Select AC.xml from the Data Model List
  18. Click OK to continue.
  19. When prompted, confirm to overwrite the changes.
  20. Logout from the Adhoc Reporting Portal.