Install AgileReports

To install AgileReports:

  1. Login to Windows using a user login that belongs to the local system's Administrators group.
  2. Double-click setup.exe to run the AgilePoint installer. The AgilePoint installation window appears.
  3. Click the Install AgilePoint… link that is most appropriate for your system.
  4. Click AgileReports.
  5. On the AgileReports window, click Next.
  6. Click Next.
  7. Review the License Agreement, select I Agree, and click Next.
  8. On the AgileReports Installationwindow, complete the following fields:
    Note: Remember the values you enter on this page. You will need them when you configure AgileReports.
    Field Name Definition

    Web Site

    The IIS site you want to use for AgileReports.

    Virtual Directory

    The IIS virtual directory you want to use for AgileReports.

    Application Pool

    The IIS application pool you want to use for AgileReports.

    Server Name

    The name of the AgilePoint database server machine.

    AgilePoint Database Name

    The name of the AgilePoint database.

    Note: You must use the AgilePoint database name that you created when you installed AgilePoint Server. The default value in this field may not be correct.

    AgileReports Database Name

    The name of the database AgileReports will use. The default is AgileReportsMetaDB.

    Name

    Your first and last name.

    Organization

    The name of your organization, or company.

    License Key

    Your AgilePoint Envision license key.

  9. On the Database Server Details window, complete the following fields:
    • Server Name - The name of the AgilePoint database server machine.
    • AgilePoint Database Name - The name of the AgilePoint database.
    • AgileReports Database Name - The name of the database AgileReports will use. The default is AgileReportsMetaDB.
  10. On the Customer Information window, enter your Name, Organization, and Serial Number. Then click Next.
  11. On the Activation Wizard window, click Next.
  12. Once the Installation Complete message is displayed, click Finish.
  13. Restart the machine.

    This is optional, but recommended. Rarely AgilePoint users have reported an issue with shortcuts not displaying if the machine is not restarted. There are no other known issues if you do not restart the machine. Windows sometimes prompts to restart, and sometimes not. This is determined by the operating system.