Installing AgileReports for Genesis for SharePoint 2013

Prerequisites

• AgileReports requires you to enter a license key and activate the product during installation. If you do not complete the activation, the AgileReports installation will roll back.
• Your system meets the minimum system requirements for this component. For more information, see the System Requirements Guide.
• You have completed all of the pre-installation instructions for this component.
• AgilePoint Server installed on the AgilePoint Server machine.

Navigation

1. Open the AgilePoint installation package.
2. On the Software License Agreement window, review the license agreement, and click Accept.
3. On the Destination Folder window, select the folder where you want to extract the installation files.
4. Click Install.
5. On the Welcome window, create your custom Preparing for Installation guide, if required.

Instructions

1. On the AgilePoint installer, click AgileReports.
2. On the Welcome window, click Next.
3. On the Verify Manual Prerequisites window, review the items on the screen, and complete any required tasks. For more information, see the Pre-Installation guide.
4. On the Verify System Requirements window:
   • If there are any errors, correct them. Once you have resolved the issue, click Recheck.

     Issue	Resolution
     AgilePoint Server is installed.	Install AgilePoint Server on this machine.
     IIS is available	Install and/or start IIS 6 or higher.
     Current user has administrator privilege	Log on to this machine as a user with administrator privileges.
     User Account Control (UAC) is turned off	Turn user access control (UAC) off. For more information, see Turning Off User Account Control (UAC).
     Supported version of the .NET Framework is installed	Install .NET Framework 4.0 on this machine. For more information, see AgilePoint Server Requirements.
     Current user belongs to adHocAdmin group	A reminder to check that the currently authenticated user is a member of the adHocAdmin group. The installer cannot check this, but please verify to complete the installation. For more information, see Setting Up the AgilePoint Service Account.

   • If there are no errors, click Next.
5. On the Database Configuration window, enter the following information for your AgilePoint database.

   Field Name	Definition
   Database Type	Definition: Specifies the type of database for the AgilePoint workflow. Allowed Values: Microsoft SQL Server Oracle Default Value: Microsoft SQL Server
   Database Server	Definition: The database used for AgileReports-specific data. Allowed Values: A valid database server name (or service name in Oracle) Default Value: AgileReportsMetaDb Example: mydatabase mydatabase/sharepoint
   Windows Authentication	Definition: Specifies whether the database connection uses Windows authentication. Allowed Values: Selected - The database connection uses Windows Authentication, and the machine's authenticated user connects to the database server. If this option is selected, the User and Password fields are not required. Deselected - The database connection does not use Windows authentication.
   User	Definition: The user name for the database account AgilePoint Server uses to connect to the database. Allowed Values: A valid user name for the database. Default Value: sa
   Password	Definition: The password for the authentication account. Allowed Values: A valid password. Default Value: None
   AgilePoint Server Database	Definition: The name of the AgilePoint workflow database. Click Connect to populate the list. Allowed Values: The name of your AgilePoint workflow database. Default Value: None
   Use an existing database	Definition: Specifies the name of an existing database you want to use for AgileReports. Click Connect to populate the list. Allowed Values: A valid database name.
   Create a new database	Definition: Specifies the name of a new database you want to create as your AgileReports database. This option is only available if your database is installed on the same machine where you are installing this component. Allowed Values: A valid database name.

6. On the AgileReports Installation window, complete the following fields:

   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.
   Name	Your first and last name.
   Organization	The name of your organization, or company.
   License Key	Your AgileReports license key.

7. Click Next.
8. On the Activation Wizard window, to activate the component, click Next, and then click Finish.
9. Once the installation has completed, click Next.
10. Once the Installation Complete message is displayed, click Finish.
11. 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.