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XLCubed v7 Installation Guide

XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

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Page 1: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

XLCubed v7

Installation Guide

Page 2: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

Table of Contents1 Getting Started Summary.................................................................................................................................................................................................1

2 Web Browsers....................................................................................................................................................................................................................2

3 XLCubed Excel Edition Prerequisites..............................................................................................................................................................................33.1 Supported environments.................................................................................................................................................................................3

4 XLCubed Excel Edition Prerequisites Version 7.0.........................................................................................................................................................4

5 XLCubed Excel Edition Prerequisites Version 6.5.........................................................................................................................................................5

6 XLCubed Excel Edition Prerequisites Version 6.1.........................................................................................................................................................6

7 XLCubed Excel Edition Prerequisites Version 6.0.........................................................................................................................................................7

8 XLCubed Excel Edition Prerequisites Version 5.1.........................................................................................................................................................88.1 v5.1.75 and older.............................................................................................................................................................................................88.2 v5.1.76.............................................................................................................................................................................................................8

9 XLCubed Excel Edition Silent Installation.......................................................................................................................................................................99.1 See Also..........................................................................................................................................................................................................9

10 XLCubed Web Edition Prerequisites...........................................................................................................................................................................1010.1 Required Windows Components.................................................................................................................................................................1010.2 Additional Prerequisites...............................................................................................................................................................................1010.3 Supported environments.............................................................................................................................................................................10

11 XLCubed Web Edition Prerequisites Version 7.0.......................................................................................................................................................1111.1 Required Windows Components.................................................................................................................................................................1111.2 Additional Prerequisites...............................................................................................................................................................................11

12 XLCubed Web Edition Prerequisites Version 6.5.......................................................................................................................................................12

13 XLCubed Web Edition Prerequisites Version 6.1.......................................................................................................................................................13

14 XLCubed Web Edition Prerequisites Version 6.0.......................................................................................................................................................14

15 XLCubed Web Edition Prerequisites Version 5.1.......................................................................................................................................................1515.1 v5.1.75 and older.........................................................................................................................................................................................1515.2 v5.1.76.........................................................................................................................................................................................................15

16 XLCubed Web Edition Installation Guide....................................................................................................................................................................1616.1 Overview......................................................................................................................................................................................................1616.2 Installation Prerequisites.............................................................................................................................................................................1616.3 Configuration...............................................................................................................................................................................................1616.4 Setting up the XLCubed Web Edition application manually........................................................................................................................1916.5 Accessing XLCubed Web reports from SharePoint and other portals.........................................................................................................2016.6 System Configuration Settings....................................................................................................................................................................2016.7 Application Usage........................................................................................................................................................................................2116.8 See Also......................................................................................................................................................................................................2116.9 External Links..............................................................................................................................................................................................21

17 XLCubed Web Edition Installation Guide Version 7.1................................................................................................................................................2217.1 Overview......................................................................................................................................................................................................2217.2 Installation Prerequisites.............................................................................................................................................................................2217.3 Configuration...............................................................................................................................................................................................2217.4 Setting up the XLCubed Web Edition application manually........................................................................................................................2517.5 Accessing XLCubed Web reports from SharePoint and other portals.........................................................................................................2617.6 System Configuration Settings....................................................................................................................................................................2617.7 Application Usage........................................................................................................................................................................................2817.8 See Also......................................................................................................................................................................................................2817.9 External Links..............................................................................................................................................................................................28

18 XLCubed Web Edition Installation Guide Version 6.1................................................................................................................................................2918.1 Overview......................................................................................................................................................................................................2918.2 Installation Pre-requisites............................................................................................................................................................................2918.3 Setting up the XLCubed Web Edition application manually........................................................................................................................2918.4 Analysis Services Security Setup and Options............................................................................................................................................2918.5 XLCubed Web Security...............................................................................................................................................................................3218.6 Accessing XLCubed Web reports from SharePoint and other portals.........................................................................................................3318.7 System Configuration Settings....................................................................................................................................................................3418.8 Server specification.....................................................................................................................................................................................3518.9 Application Usage........................................................................................................................................................................................3518.10 See Also....................................................................................................................................................................................................3518.11 External Links............................................................................................................................................................................................35

19 XLCubed Web Edition Installation Logging................................................................................................................................................................3619.1 Windows Installer (MSI)...............................................................................................................................................................................3619.2 Windows Executable (EXE).........................................................................................................................................................................36

20 Scheduling Installation.................................................................................................................................................................................................3720.1 Installation...................................................................................................................................................................................................3720.2 Configuring the Windows Service................................................................................................................................................................3720.3 Other considerations...................................................................................................................................................................................3720.4 See Also......................................................................................................................................................................................................37

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Page 3: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

Table of Contents21 XLCubed In-Cell Excel Edition Prerequisites..............................................................................................................................................................38

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Page 4: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

1 Getting Started SummaryTo begin you will need a copy of XLCubed, you can download it here [1]

The evaulation copy will be limited to the sample cube (Bicycle Sales cube), if you wish to run against your own data please [email protected]

The Quickstart video will give you a brief introduction to XLCubed.

1

Page 5: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

2 Web BrowsersXLCubed Web supports the following browsers:

Microsoft Internet Explorer 7• Microsoft Internet Explorer 8• Microsoft Internet Explorer 9• Google Chrome 7• Mozilla Firefox 3.6• Opera 10•

2

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3 XLCubed Excel Edition Prerequisites

This article refers to the latest XLCubed version. For other versions, see XLCubed Excel Edition Prerequisites/Versions.

XLCubed Excel Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Excel Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0• Microsoft Visual C++ 2010 SP1 Redistributable (x86) or (x64) Note: install the version appropriate for the Excel architecture you are using• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2012 Analysis Services 11.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2012 Analysis Services 11.0 ADOMD.NET Provider (x86) or (x64)•

3.1 Supported environmentsExcel Edition:

Windows XP / Vista / 7 / 8• Office XP, 2003, 2007, 2010, 2013• Microsoft .NET Framework v4•

Supported Versions of SQL Server:

SQL Server 2000 Standard or higher• SQL Server 2005 Standard or higher• SQL Server 2008 Standard or higher• SQL Server 2008R2 Standard or higher• SQL Server 2012 Standard or higher•

3

Page 7: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

4 XLCubed Excel Edition Prerequisites Version 7.0XLCubed Excel Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Excel Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0• Microsoft Visual C++ 2010 SP1 Redistributable (x86) or (x64) Note: install the version appropriate for the Excel architecture you are using• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2012 Analysis Services 11.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2012 Analysis Services 11.0 ADOMD.NET Provider (x86) or (x64)•

4

Page 8: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

5 XLCubed Excel Edition Prerequisites Version 6.5XLCubed Excel Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Excel Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0• Microsoft Visual C++ 2010 SP1 Redistributable (x86) or (x64) Note: install the version appropriate for the Excel architecture you are using• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 ADOMD.NET Provider (x86) or (x64)•

5

Page 9: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

6 XLCubed Excel Edition Prerequisites Version 6.1XLCubed Excel Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Excel Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0• Microsoft Visual C++ Redistributable Note: this is the x86 package, but should be installed on both x86 and x64 architectures• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 ADOMD.NET Provider (x86) or (x64)•

6

Page 10: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

7 XLCubed Excel Edition Prerequisites Version 6.0XLCubed Excel Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Excel Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 3.5 SP1• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 ADOMD.NET Provider (x86) or (x64)• Microsoft Chart Controls for Microsoft .NET Framework 3.5•

7

Page 11: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

8 XLCubed Excel Edition Prerequisites Version 5.1XLCubed Excel Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Excel Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

8.1 v5.1.75 and olderMicrosoft .NET Framework 2.0 SP1 - (3.5 would also work)• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2005 Analysis Services 9.0 ADOMD.NET Provider (x86) or (x64)•

8.2 v5.1.76Microsoft .NET Framework 2.0 SP1 - (3.5 would also work)• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 ADOMD.NET Provider (x86) or (x64)•

8

Page 12: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

9 XLCubed Excel Edition Silent InstallationTo create a silent installation for XLCubed Excel Edition, first install the appropriate prerequisites as detailed on XLCubed Excel Edition Prerequisites.The Windows Installer MSI may then be obtained by entering the following at the command line:

XLCubedInstaller.exe /ExtractCab

where XLCubedInstaller.exe should be replaced with the full path of the setup executable. This will extract the MSI into a subdirectory calledSupportFiles. This MSI can then be invoked silently by passing the /q switch:

msiexec.exe /i "XLCubed Excel Edition.msi" /qn

9.1 See AlsoXLCubed Excel Edition Prerequisites•

9

Page 13: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

10 XLCubed Web Edition Prerequisites

This article refers to the latest XLCubed version. For other versions, see XLCubed Web Edition Prerequisites/Versions.

10.1 Required Windows ComponentsBefore installation, XLCubed Web Edition requires several Windows components to be installed. This can be found in Server Roles for Windows Serveroperating systems, or in Windows Features for non-server versions.

.NET Extensibility• ASP.NET• ISAPI Extensions• ISAPI Filters• Any Security components that will be required to connect to the data sources, usually Basic Authentication or Windows Authentication•

10.2 Additional PrerequisitesXLCubed Web Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Web Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0• Microsoft Visual C++ 2010 SP1 Redistributable (x86) or (x64) Note: install the version appropriate for the application pool architecture you areusing

Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2012 Analysis Services 11.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2012 Analysis Services 11.0 ADOMD.NET Provider (x86) or (x64)•

10.3 Supported environmentsWeb Server:

Windows Server 2000 or above• Internet Information Services 5.1 or above• Microsoft .NET Framework v4•

Web Client:

Internet Explorer 7.0 or higher• Chrome 5.0 or higher• Firefox 3.6 or higher• Safari 5.0.6 or higher•

Excel Edition:

Windows XP / Vista / 7 / 8• Office XP, 2003, 2007, 2010, 2013• Microsoft .NET Framework v4•

Supported Versions of SQL Server:

SQL Server 2000 Standard or higher• SQL Server 2005 Standard or higher• SQL Server 2008 Standard or higher• SQL Server 2008R2 Standard or higher• SQL Server 2012 Standard or higher•

10

Page 14: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

11 XLCubed Web Edition Prerequisites Version 7.011.1 Required Windows ComponentsBefore installation, XLCubed Web Edition requires several Windows components to be installed. This can be found in Server Roles for Windows Serveroperating systems, or in Windows Features for non-server versions.

.NET Extensibility• ASP.NET• ISAPI Extensions• ISAPI Filters• Any Security components that will be required to connect to the data sources, usually Basic Authentication or Windows Authentication•

11.2 Additional PrerequisitesXLCubed Web Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Web Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0• Microsoft Visual C++ 2010 SP1 Redistributable (x86) or (x64) Note: install the version appropriate for the application pool architecture you areusing

Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2012 Analysis Services 11.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2012 Analysis Services 11.0 ADOMD.NET Provider (x86) or (x64)•

11

Page 15: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

12 XLCubed Web Edition Prerequisites Version 6.5XLCubed Web Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Web Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0• Microsoft Visual C++ 2010 SP1 Redistributable (x86) or (x64) Note: install the version appropriate for the application pool architecture you areusing

Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 ADOMD.NET Provider (x86) or (x64)•

12

Page 16: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

13 XLCubed Web Edition Prerequisites Version 6.1XLCubed Web Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Web Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0• Microsoft Visual C++ Redistributable Note: this is the x86 package, but should be installed on both x86 and x64 architectures• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 ADOMD.NET Provider (x86) or (x64)•

13

Page 17: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

14 XLCubed Web Edition Prerequisites Version 6.0XLCubed Web Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Web Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 3.5 SP1• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 ADOMD.NET Provider (x86) or (x64)• Microsoft Chart Controls for Microsoft .NET Framework 3.5•

14

Page 18: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

15 XLCubed Web Edition Prerequisites Version 5.1XLCubed Web Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automatically when yourun the XLCubed Web Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

15.1 v5.1.75 and olderMicrosoft .NET Framework 2.0 SP1 - (3.5 would also work)• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2005 Analysis Services 9.0 ADOMD.NET Provider (x86) or (x64)•

15.2 v5.1.76Microsoft .NET Framework 2.0 SP1 - (3.5 would also work)• Microsoft Core XML Services (MSXML) 6.0 (x86) or (x64)• Microsoft SQL Server 2000 PivotTable Services (Analysis Services 8.0 OLEDB Provider) (x86 only)• Microsoft SQL Server 2005 Analysis Services 9.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 OLEDB Provider (x86) or (x64)• Microsoft SQL Server 2008 Analysis Services 10.0 ADOMD.NET Provider (x86) or (x64)•

15

Page 19: XLCubed v7 Installation Guide · Excel Edition: • Windows XP / Vista / 7 / 8 • Office XP, 2003, 2007, 2010, 2013 • Microsoft .NET Framework v4 Supported Versions of SQL Server:

16 XLCubed Web Edition Installation Guide

This article refers to the latest XLCubed version. For other versions, see XLCubed Web Edition Installation Guide/Versions.

16.1 OverviewTo install XLCubed Web:

Run the setup program while logged onto the server as a user with administrator permissions• Once installed, copy the provided license key (xl3web.license) into the website folder, which is by default:C:\Inetpub\wwwroot\XLCubedWeb

When installed, the application is accessed by navigating to http://<yourservername>/XLCubedWeb• XLCubedWeb is the default website name during installation, but can be changed as required during the installation process• Please note versions 5 and below are not upgraded: this version will install as a separate product•

16.2 Installation Prerequisites16.2.1 Server Requirements

Windows 2000 Server or above• Internet Information Services (IIS) 5.1 or above• Microsoft .NET Framework version 4.0•

16.2.1.1 Hardware Requirements

Recommended specification is dependent on the cube size and design, the number of users, and the pattern of usage. Having Analysis Services on thesame machine will also have an impact.

As an absolute minimum we recommend:

Memory: 2GB• Processor: Dual Core 2.2 GHz•

16.2.2 Client Requirements

Internet Explorer 7.0 or above• Google Chrome 5.0 or above• Mozilla Firefox 3.6 or above• Safari 5.0.6 or higher•

16.2.3 Pre-Requisites

The installation will automatically download and install any required Microsoft redistributables. If desired or if Internet access is restricted, these can bedownloaded and installed manually before running the XLCubed setup process. A list is available here.

16.2.4 IIS8/Windows 8

The following features must be enabled for XLCubed Web to work:

Control Panel / Programs and Features / Turn Windows features on or off / .Net Framework 3.5 / Windows Communication Foundation HTTPActivation

Control Panel / Programs and Features / Turn Windows features on or off / .Net Framework 4.5 Advanced Services / WCF Services / HTTPActivation

16.3 ConfigurationAfter the installation has completed you will be shown the configuration utility:

16

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(If the server is running a version of IIS older than 7 you will need to follow the old installation guide here)

16.3.1 Authentication

You will need to decide on the type of Authentication, here's a brief summary of each option:

16.3.1.1 Anonymous

A user account needs to be specified, all users will connect to the data source as this user. The database server can be on a different machine to theweb server.

This would be typically used where XLCubedWeb needs to be available to everyone with no restrictions, such as on the Internet or available to an entireorganisation (with no restrictions) on an Intranet.

16.3.1.2 Basic

The client will be prompted for a user-id and password - this will be authenticated against local users (if no domain is specified) or the active directoryusers. The database will be accessed using the given account and can be located on a different server to the web server.

This would typically be used where it's not possible to configure Kerberos or if the set of users need to be maintained locally on the machine(independent of the Active Directory/Domain users)

16.3.1.3 Windows

The default and most common method. The client's current credentials will be passed to the server and they will be used when connecting to thedatasource. If the database server is on a different server then they will only receive the credentials if Kerberos has been configured, see this Microsoftsupport article for more information. (Kerberos will need to be set up and configured by a domain administrator. Most large organisations will have anexisting process for doing this - the previous article contains all the information required.)

This method would be used in most organisations as authentication, and therefore access, is controlled through the same mechanisms as other networkresources.

16.3.1.4 HTTPS

If the website has been set up to use HTTPS (see this Microsoft support article for more information) then "Use HTTPS" will be checked. Click the"Apply" button to ensure XLCubedWeb has the correct settings to support this.

16.3.2 Repository Access

The repository, visible in the left hand pane of the web application, is simply a folder on the Web Server within which additional subfolders can be added.All published reports are held within the repository folder, or subfolders within it. The permissions for the repository can be controlled by clicking on"Repository Access". You will be presented with the form for maintaining which groups have access and the level (write for publishing reports, orread-only for viewing reports only)

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]

Finer control can be maintained by navgating to the repository folder in windows explorer, the folder location will by default be:

C:\Inetpub\wwwroot\XLCubedWeb\Repository

Additional folders can be added as required, at the level immediately beneath the Repository folder itself, for example one folder per user group. If theuser has the permissions, they can maintain the folder structure by right-clicking on the "Publish Report" screen in the Excel client.

Windows permissions determine which folders are visible within the web application to any given user, e.g. can be configured such that the 'Sales'function cannot see the 'Finance' function folder and vice versa. This is all handled transparently by the application, and set at the Windows folder levelpermissions level. The same logic is true of read/write vs. a read-only split between user groups.

Note that every user has a 'My Reports' folder, which is the equivalent of 'My Documents' in Windows, and is only accessible by the individual user.These are held in the location below:

C:\Inetpub\wwwroot\XLCubedWeb\Repository\__userfolders__

16.3.3 Licensing

To apply a license key, click on "Licensing":

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Click "Apply New Key" and select the appropriate license key file. You will be given a summary about the key (such as the number of concurrent usersand any expiration date)

16.4 Setting up the XLCubed Web Edition application manuallyThis step is usually not required, as the setup program will create the web application for you. It may be necessary if:

During the setup process, the Add XLCubed Web Edition to IIS checkbox was unselected• Your web server is set up in a non-standard configuration, especially where the Default Web Site has been modified• You wish to create the web application yourself for whatever reason•

Note that in the non-standard configuration, you may receive the following error message from the setup program: Failed while processingWebVirtualDirs. (-2147024894)

In any of these cases, the setup program will have copied the application files to the web server, but you will have to create the site yourself. To do this:

Open Internet Information Services Manager (inetmgr.exe)1. Under the Application Pools node, ensure that the XLCubed application pool has been set up. It must be configured to use v4.0 of the.NET Framework and use the Classic pipeline mode.

2.

Under the Sites node, open the website in which XLCubed Web Edition should be made available (usually the Default Web Site).3. Usually the XLCubedWeb Virtual Directory will already exist within the website. If this is the case, then right-click on it and select Convert toApplication. If not, right-click on the website instead and select Add Application...

4.

In the Add Application dialog, ensure that the XLCubed application pool is selected and, if necessary, choose the correct path.5.

This will set up the application's web site. Further security setup and other configuration will likely be necessary. Information can be found below.

16.4.1 Functional User Permissions

Access to the application, and the type of access is controlled by two files located in:

C:\Inetpub\wwwroot\XLCubedWeb\Xml\Security

To enable or disable user or group access to the Web Edition, enable or disable read access for the relevant user or group to:

system.xml

'Ad hoc' access gives users the ability to build their own report from scratch. This access is controlled via the adhoc.xml file. To restrict users to beable to view only pre-published reports, revoke access to:

adhoc.xml

The scheduling features allows users to schedule reports, if Web Edition scheduling is licensed. To enable or disable user or group access to thisfeature, enable or disable read access to:

scheduling.xml

16.4.2 Published Connections

When a user publishes a connection to XLCubed Web, which may contain custom calculations, etc, they are published to:

C:\Inetpub\wwwroot\XLCubedWebv6\Repository\__xlcubed__\__connections__\Published Connections

or to subfolders which have been created within this.

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Published Favourites When a user published a report favourite to the web, they are published to:

C:\inetpub\wwwroot\XLCubedWebv6\Repository\__xlcubed__\__grids__\Published Favourites

16.5 Accessing XLCubed Web reports from SharePoint and other portalsXLCubed Web reports can be accessed either through the Web Edition homepage, or accessed directly by URL within other portals.

To get the URL for a specific report, in the homepage of XLCubed Web:

Click on the View parameters icon:•

Then press the Get Url button:•

The provided URL can be used to embed the report within other portals and frames as required. In the case of SharePoint, the URL is used within asitelink web part.

Additional configuration options accessible as suffixes on the URL are:

HorizontalScrollbar true/falseVerticalScrollbar true/falseSheetTabs true/falseToolbar true/falseDefaultTargetFrame textFor example, for the report above, to include the toolbar in the rendered version, the URL would become:

http://localhost/XLCubedWeb/WebForm/ShowReport.aspx?rep=XLCubed/Management Book.xml&dpi=96&Toolbar=True

16.6 System Configuration Settings16.6.1 Behavioural Configuration

The web.config file held within the XLCubedWeb folder determines various behavioural aspects of the product. The following settings are held within the<appSettings> section.

LogErrors write errors to Error.log fileLogPerformance for debug onlyShowErrorMessages show detailed error messages or just a reference to the log fileDefaultChartSeries default number of series to chart on an ad-hoc reportMaxChartSeries maximum number of series to chart on an ad-hoc reportDisplaySystemMemProps show system member properties available for selectionDrillthroughDefaultMaxRows default maximum rows on a drillthroughDrillthroughAbsoluteMaxRows maximum permitted rows on a drillthrough

RepositioryRootUNC No longer supported - listed for compatibility reasons. To create a shared repository, use MKLink [1] toreplace the folder with a Symbolic Link to a network share.

ClearLevelsMovedToFilters

Where an entire level is selected on an axis (potentially a large number of members), and is draggedonto the slicer, the selection is changed to the default member (Typically 'All'). This is to prevent usersaccidentally creating a very slow running query by individually aggregating all the members dragged tothe slicer

DefaultCulture Backup culture where it cannot be retrieved from the browserQueryActiveDirectory Used to display the user name on homepageWritebackTimeout Writeback timeout in millisecondsPdfConverterUserName No longer requiredPdfConverterPassword No longer required

PdfUseAppPoolUserForXpsPrint true to use the IIS configured application pool user for creating the XPS during the PDF print; false usesthe impersonated user. Must be true for 64-bit application pools

PdfUseAppPoolUserForPdfConversion true to use the IIS configured application pool user for creating the PDF during the PDF print; false usesthe impersonated user. Must be true for 64-bit application pools

DocumentDomain Used when embedding XLCubed within an iframe on a different server

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16.6.2 PDF Printing Configuration

To configure the web edition to use the impersonated user instead of the application pool user, see Version 7.1 instructions.

Set PdfUseAppPoolUserForXpsPrint and PdfUseAppPoolUserForPdfConversion to true1. Ensure the application pool user has read and write access to the "Temp" folder, \inetpub\wwwroot\xlcubedweb\temp2.

16.7 Application UsagePlease refer to the help menu within the product for an overview of all functionality.•

16.8 See AlsoXLCubed Web Edition Prerequisites• Dual Authentication• XLCubed Web Edition Installation Logging•

16.9 External LinksKerberos Explained• Resolving a 401.1 error when PDF printing•

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17 XLCubed Web Edition Installation Guide Version 7.117.1 OverviewTo install XLCubed Web:

Run the setup program while logged onto the server as a user with administrator permissions• Once installed, copy the provided license key (xl3web.license) into the website folder, which is by default:C:\Inetpub\wwwroot\XLCubedWeb

When installed, the application is accessed by navigating to http://<yourservername>/XLCubedWeb• XLCubedWeb is the default website name during installation, but can be changed as required during the installation process• Please note versions 5 and below are not upgraded: this version will install as a separate product•

17.2 Installation Prerequisites17.2.1 Server Requirements

Windows 2000 Server or above• Internet Information Services (IIS) 5.1 or above• Microsoft .NET Framework version 4.0•

17.2.1.1 Hardware Requirements

Recommended specification is dependent on the cube size and design, the number of users, and the pattern of usage. Having Analysis Services on thesame machine will also have an impact.

As an absolute minimum we recommend:

Memory: 2GB• Processor: Dual Core 2.2 GHz•

17.2.2 Client Requirements

Internet Explorer 7.0 or above• Google Chrome 5.0 or above• Mozilla Firefox 3.6 or above• Safari 5.0.6 or higher•

17.2.3 Pre-Requisites

The installation will automatically download and install any required Microsoft redistributables. If desired or if Internet access is restricted, these can bedownloaded and installed manually before running the XLCubed setup process. A list is available here.

17.3 ConfigurationAfter the installation has completed you will be shown the configuration utility:

(If the server is running a version of IIS older than 7 you will need to follow the old installation guide here)

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17.3.1 Authentication

You will need to decide on the type of Authentication, here's a brief summary of each option:

17.3.1.1 Anonymous

A user account needs to be specified, all users will connect to the data source as this user. The database server can be on a different machine to theweb server.

This would be typically used where XLCubedWeb needs to be available to everyone with no restrictions, such as on the Internet or available to an entireorganisation (with no restrictions) on an Intranet.

17.3.1.2 Basic

The client will be prompted for a user-id and password - this will be authenticated against local users (if no domain is specified) or the active directoryusers. The database will be accessed using the given account and can be located on a different server to the web server.

This would typically be used where it's not possible to configure Kerberos or if the set of users need to be maintained locally on the machine(independent of the Active Directory/Domain users)

17.3.1.3 Windows

The default and most common method. The client's current credentials will be passed to the server and they will be used when connecting to thedatasource. If the database server is on a different server then they will only receive the credentials if Kerberos has been configured, see this Microsoftsupport article for more information. (Kerberos will need to be set up and configured by a domain administrator. Most large organisations will have anexisting process for doing this - the previous article contains all the information required.)

This method would be used in most organisations as authentication, and therefore access, is controlled through the same mechanisms as other networkresources.

17.3.1.4 HTTPS

If the website has been set up to use HTTPS (see this Microsoft support article for more information) then "Use HTTPS" will be checked. Click the"Apply" button to ensure XLCubedWeb has the correct settings to support this.

17.3.2 Repository Access

The repository, visible in the left hand pane of the web application, is simply a folder on the Web Server within which additional subfolders can be added.All published reports are held within the repository folder, or subfolders within it. The permissions for the repository can be controlled by clicking on"Repository Access". You will be presented with the form for maintaining which groups have access and the level (write for publishing reports, orread-only for viewing reports only)

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]

Finer control can be maintained by navgating to the repository folder in windows explorer, the folder location will by default be:

C:\Inetpub\wwwroot\XLCubedWeb\Repository

Additional folders can be added as required, at the level immediately beneath the Repository folder itself, for example one folder per user group. If theuser has the permissions, they can maintain the folder structure by right-clicking on the "Publish Report" screen in the Excel client.

Windows permissions determine which folders are visible within the web application to any given user, e.g. can be configured such that the 'Sales'function cannot see the 'Finance' function folder and vice versa. This is all handled transparently by the application, and set at the Windows folder levelpermissions level. The same logic is true of read/write vs. a read-only split between user groups.

Note that every user has a 'My Reports' folder, which is the equivalent of 'My Documents' in Windows, and is only accessible by the individual user.These are held in the location below:

C:\Inetpub\wwwroot\XLCubedWeb\Repository\__userfolders__

17.3.3 Licensing

To apply a license key, click on "Licensing":

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Click "Apply New Key" and select the appropriate license key file. You will be given a summary about the key (such as the number of concurrent usersand any expiration date)

17.4 Setting up the XLCubed Web Edition application manuallyThis step is usually not required, as the setup program will create the web application for you. It may be necessary if:

During the setup process, the Add XLCubed Web Edition to IIS checkbox was unselected• Your web server is set up in a non-standard configuration, especially where the Default Web Site has been modified• You wish to create the web application yourself for whatever reason•

Note that in the non-standard configuration, you may receive the following error message from the setup program: Failed while processingWebVirtualDirs. (-2147024894)

In any of these cases, the setup program will have copied the application files to the web server, but you will have to create the site yourself. To do this:

Open Internet Information Services Manager (inetmgr.exe)1. Under the Application Pools node, ensure that the XLCubed application pool has been set up. It must be configured to use v4.0 of the.NET Framework and use the Classic pipeline mode.

2.

Under the Sites node, open the website in which XLCubed Web Edition should be made available (usually the Default Web Site).3. Usually the XLCubedWeb Virtual Directory will already exist within the website. If this is the case, then right-click on it and select Convert toApplication. If not, right-click on the website instead and select Add Application...

4.

In the Add Application dialog, ensure that the XLCubed application pool is selected and, if necessary, choose the correct path.5.

This will set up the application's web site. Further security setup and other configuration will likely be necessary. Information can be found below.

17.4.1 Functional User Permissions

Access to the application, and the type of access is controlled by two files located in:

C:\Inetpub\wwwroot\XLCubedWeb\Xml\Security

To enable or disable user or group access to the Web Edition, enable or disable read access for the relevant user or group to:

system.xml

'Ad hoc' access gives users the ability to build their own report from scratch. This access is controlled via the adhoc.xml file. To restrict users to beable to view only pre-published reports, revoke access to:

adhoc.xml

17.4.2 Published Connections

When a user publishes a connection to XLCubed Web, which may contain custom calculations, etc, they are published to:

C:\Inetpub\wwwroot\XLCubedWebv6\Repository\__xlcubed__\__connections__\Published Connections

or to subfolders which have been created within this.

Published Favourites When a user published a report favourite to the web, they are published to:

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C:\inetpub\wwwroot\XLCubedWebv6\Repository\__xlcubed__\__grids__\Published Favourites

17.5 Accessing XLCubed Web reports from SharePoint and other portalsXLCubed Web reports can be accessed either through the Web Edition homepage, or accessed directly by URL within other portals.

To get the URL for a specific report, in the homepage of XLCubed Web:

Click on the View parameters icon:•

Then press the Get Url button:•

The provided URL can be used to embed the report within other portals and frames as required. In the case of SharePoint, the URL is used within asitelink web part.

Additional configuration options accessible as suffixes on the URL are:

HorizontalScrollbar true/falseVerticalScrollbar true/falseSheetTabs true/falseToolbar true/falseDefaultTargetFrame textFor example, for the report above, to include the toolbar in the rendered version, the URL would become:

http://localhost/XLCubedWeb/WebForm/ShowReport.aspx?rep=XLCubed/Management Book.xml&dpi=96&Toolbar=True

17.6 System Configuration Settings17.6.1 Behavioural Configuration

The web.config file held within the XLCubedWeb folder determines various behavioural aspects of the product. The following settings are held within the<appSettings> section.

LogErrors write errors to Error.log fileLogPerformance for debug onlyShowErrorMessages show detailed error messages or just a reference to the log fileDefaultChartSeries default number of series to chart on an ad-hoc reportMaxChartSeries maximum number of series to chart on an ad-hoc reportDisplaySystemMemProps show system member properties available for selectionDrillthroughDefaultMaxRows default maximum rows on a drillthroughDrillthroughAbsoluteMaxRows maximum permitted rows on a drillthrough

RepositioryRootUNC No longer supported - listed for compatibility reasons. To create a shared repository, use MKLink [1] toreplace the folder with a Symbolic Link to a network share.

ClearLevelsMovedToFilters

Where an entire level is selected on an axis (potentially a large number of members), and is dragged ontothe slicer, the selection is changed to the default member (Typically 'All'). This is to prevent usersaccidentally creating a very slow running query by individually aggregating all the members dragged to theslicer

DefaultCulture Backup culture where it cannot be retrieved from the browserQueryActiveDirectory Used to display the user name on homepageWritebackTimeout Writeback timeout in millisecondsPdfConverterUserName No longer requiredPdfConverterPassword No longer requiredDocumentDomain Used when embedding XLCubed within an iframe on a different server17.6.2 PDF Printing Configuration

For PDF printing you need to:

1. In a 64-bit environment you will need to change an application pool setting in IIS to ensure the website is running as 64-bit.

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Select View Application Pools and select the XLCubed application pool.

Select Advanced Settings and set Enable 32-bit Applications to False

2. Ensure the users have read and write access to the "Temp" folder, \inetpub\wwwroot\xlcubedweb\temp

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17.7 Application UsagePlease refer to the help menu within the product for an overview of all functionality.•

17.8 See AlsoXLCubed Web Edition Prerequisites• Dual Authentication•

17.9 External LinksKerberos Explained• Resolving a 401.1 error when PDF printing•

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18 XLCubed Web Edition Installation Guide Version 6.118.1 OverviewTo install XLCubed Web:

Run the setup program while logged onto the server as a user with administrator permissions• Once installed, copy the provided license key (xl3web.license) into the website folder, which is by default:C:\Inetpub\wwwroot\XLCubedWeb

When installed, the application is accessed by navigating to http://<yourservername>/XLCubedWeb• XLCubedWeb is the default website name during installation, but can be changed as required during the installation process• Please note version 6 will not upgrade existing version 5 installations: it will install as a separate product•

18.2 Installation Pre-requisitesServer Requirements:

Windows 2000 Server or above• Internet Information Services (IIS) 5.1 or above• Microsoft .NET Framework version 4.0•

Client Requirements:

Internet Explorer 7.0 or above• Google Chrome 5.0 or above• Mozilla Firefox 3.6 or above•

The installation will automatically download and install any required Microsoft redistributables. If desired or if Internet access is restricted, these can bedownloaded and installed manually before running the XLCubed setup process. A list is available here.

18.3 Setting up the XLCubed Web Edition application manuallyThis step is usually not required, as the setup program will create the web application for you. It may be necessary if:

During the setup process, the Add XLCubed Web Edition to IIS checkbox was unselected• Your web server is set up in a non-standard configuration, especially where the Default Web Site has been modified• You wish to create the web application yourself for whatever reason•

Note that in the non-standard configuration, you may receive the following error message from the setup program: Failed while processingWebVirtualDirs. (-2147024894)

In any of these cases, the setup program will have copied the application files to the web server, but you will have to create the site yourself. To do this:

Open Internet Information Services Manager (inetmgr.exe)1. Under the Application Pools node, ensure that the XLCubed application pool has been set up. It must be configured to use v4.0 of the.NET Framework and use the Classic pipeline mode.

2.

Under the Sites node, open the website in which XLCubed Web Edition should be made available (usually the Default Web Site).3. Usually the XLCubedWeb Virtual Directory will already exist within the website. If this is the case, then right-click on it and select Convert toApplication. If not, right-click on the website instead and select Add Application...

4.

In the Add Application dialog, ensure that the XLCubed application pool is selected and, if necessary, choose the correct path.5.

This will set up the application's web site. Further security setup and other configuration will likely be necessary. Information can be found below.

18.4 Analysis Services Security Setup and Options18.4.1 Cube-based security options

18.4.2 XLCubed Web Edition and Analysis Services on same server

Either basic authentication or integrated security may be enforced by IIS.

18.4.2.1 Windows Authentication

18.4.2.1.1 IIS Settings

Depending on your IIS version, take the following steps:

18.4.2.1.1.1 IIS 5/6

Right click the XLCubedWeb directory and select "Properties" Select the "Directory Security" tab Ensure that "Integrated Windows authentication" ischecked and all others are not.

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18.4.2.1.1.2 IIS 7/7.5

Select the XLCubedWeb directory and open the "Authentication" section.

Ensure "ASP.NET Impersonation" and "Windows Authentication" are enabled, and others are disabled.

If you do not have these options you must add them from Control Panel -> Programs -> Turn Windows features on or off

18.4.2.1.2 Web.config

You will need to change the web.config file to include entries for all bindings. These entries are dependent on the authentication mode (Basic, Windowsor Anonymous) and whether or not you are using HTTPS.

Please note that when using HTTPS the security mode should be equal to Transport.

Authentication Using HTTPS web.config: on all bindingsWindows Yes <security mode="Transport"> <transport clientCredentialType="Windows"/> </security>Windows No <security mode="TransportCredentialOnly"> <transport clientCredentialType="Windows"/> </security>18.4.2.1.3 Multiple IIS sites

If you are using multiple sites in IIS you need to add the following to web.config in section <serviceHostingEnvironment>

multipleSiteBindingsEnabled="true"

18.4.2.2 Basic Authentication

18.4.2.2.1 IIS Settings

Depending on your IIS version, take the following steps:

18.4.2.2.1.1 IIS 5/6

Right click the XLCubedWeb directory and select "Properties" Select the "Directory Security" tab Ensure that "Basic authentication" is checked and allothers are not.

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18.4.2.2.1.2 IIS 7/7.5

Select the XLCubedWeb directory and open the "Authentication" section.

Ensure "ASP.NET Impersonation" and "Basic Authentication" are enabled, and others are disabled.

18.4.2.2.2 Web.config

You will need to change the web.config file to include entries for all bindings. These entries are dependent on the authentication mode (Basic, Windowsor Anonymous) and whether or not you are using HTTPS.

Please note that when using HTTPS the security mode should be equal to Transport.

Authentication Using HTTPS? web.config ? on all bindingsBasic Yes <security mode="Transport"> <transport clientCredentialType="Basic"/> </security>Basic No <security mode="TransportCredentialOnly"> <transport clientCredentialType="Basic"/> </security>18.4.2.2.3 Multiple IIS sites

If you are using multiple sites in IIS you need to add the following to web.config in section <serviceHostingEnvironment>

multipleSiteBindingsEnabled="true"

18.4.2.3 Anonymous Authentication

18.4.2.3.1 IIS Settings

Depending on your IIS version, take the following steps:

18.4.2.3.1.1 IIS 5/6

Right click the XLCubedWeb directory and select "Properties" Select the "Directory Security" tab Ensure that "Enable anonymous access" is checkedand all others are not.

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18.4.2.3.1.2 IIS 7/7.5

Select the XLCubedWeb directory and open the "Authentication" section.

Ensure "ASP.NET Impersonation" and "Anonymous Authentication" are enabled, and others are disabled.

If you do not have these options you must add them from Control Panel -> Programs -> Turn Windows features on or off

18.4.2.3.2 Web.config

You will need to change the web.config file to include entries for all bindings. These entries are dependent on the authentication mode (Basic, Windowsor Anonymous) and whether or not you are using HTTPS.

Please note that when using HTTPS the security mode should be equal to Transport.

Authentication Using HTTPS web.config: on all bindingsAnonymous Yes <security mode="Transport"> <transport clientCredentialType="None"/> </security>Anonymous No <security mode="TransportCredentialOnly"> <transport clientCredentialType="None"/> </security>18.4.2.3.3 Multiple IIS sites

If you are using multiple sites in IIS you need to add the following to web.config in section <serviceHostingEnvironment>

multipleSiteBindingsEnabled="true"

18.4.3 XLCubed Web Edition and Analysis Services on separate servers

Either basic authentication or integrated security may be enforced by IIS.

18.4.3.1 Basic authentication

Make same changes as for XLCubed Web Edition and Analysis Services are on same server.

18.4.3.2 Integrated Security

Make same changes as for XLCubed Web Edition and Analysis Services are on same server.

In addition to enable integrated security in this situation, the network must be set up to support the Kerberos authentication protocol to enable thesecurity credentials to be passed on from the web server (where they were received from the originating client) to the OLAP server. This is due to alimitation in the NTLM (LanManager) protocol which does not support the delegation of security credentials further than one-hop.

18.4.3.3 Anonymous authentication

Make same changes as for XLCubed Web Edition and Analysis Services are on same server.

18.5 XLCubed Web SecurityDuring the installation XLCubedWeb sets up Read/Write permissions on the following folders.

XLCubedWeb\Repository (handles repository and publish / preview)• XLCubedWeb\Temp (handles save to excel and save to repository)•

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18.5.1 Functional User Permissions

Access to the application, and the type of access is controlled by two files located in:

C:\Inetpub\wwwroot\XLCubedWeb\Xml\Security

To enable or disable user or group access to the Web Edition, enable or disable read access for the relevant user or group to:

system.xml

'Ad hoc' access gives users the ability to build their own report from scratch. This access is controlled via the adhoc.xml file. To restrict users to beable to view only pre-published reports, revoke access to:

adhoc.xml

18.5.2 Repository Management and Security ? User Folders

The repository, visible in the left hand pane of the web application, is simply a folder on the Web Server within which additional subfolders can be added.All published reports are held within the repository folder, or subfolders within it. The folder location will by default be:

C:\Inetpub\wwwroot\XLCubedWeb\Repository

Additional folders can be added as required, at the level immediately beneath the Repository folder itself, for example one folder per user group. Theseare added on the server itself, thus lending itself to maintenance of the structure by the IT function, or a designated user(s).

Windows permissions determine which folders are visible within the web application to any given user, e.g. can be configured such that the 'Sales'function cannot see the 'Finance' function folder and vice versa. This is all handled transparently by the application, and set at the Windows folder levelpermissions level. The same logic is true of read/write vs. a read-only split between user groups.

Note that every user has a 'My Reports' folder, which is the equivalent of 'My Documents' in Windows, and is only accessible by the individual user.These are held in the location below:

C:\Inetpub\wwwroot\XLCubedWeb\Repository\__userfolders__

18.5.3 Published Connections

When a user publishes a connection to XLCubed Web, which may contain custom calculations, etc, they are published to:

C:\Inetpub\wwwroot\XLCubedWebv6\Repository\__xlcubed__\__connections__\Published Connections

or to subfolders which have been created within this.

Published Favourites When a user published a report favourite to the web, they are published to:

C:\inetpub\wwwroot\XLCubedWebv6\Repository\__xlcubed__\__grids__\Published Favourites

18.6 Accessing XLCubed Web reports from SharePoint and other portalsXLCubed Web reports can be accessed either through the Web Edition homepage, or accessed directly by URL within other portals.

To get the URL for a specific report, in the homepage of XLCubed Web:

Click on the View parameters icon:•

Then press the Get Url button:•

The provided URL can be used to embed the report within other portals and frames as required. In the case of SharePoint, the URL is used within asitelink web part.

Additional configuration options accessible as suffixes on the URL are:

HorizontalScrollbar true/falseVerticalScrollbar true/falseSheetTabs true/false

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Toolbar true/falseDefaultTargetFrame textFor example, for the report above, to include the toolbar in the rendered version, the URL would become:

http://localhost/XLCubedWeb/WebForm/ShowReport.aspx?rep=XLCubed/Management Book.xml&dpi=96&Toolbar=True

18.7 System Configuration Settings18.7.1 Behavioural Configuration

The web.config file held within the XLCubedWeb folder determines various behavioural aspects of the product. The following settings are held within the<appSettings> section.

LogErrors write errors to Error.log fileLogPerformance for debug onlyShowErrorMessages show detailed error messages or just a reference to the log fileDefaultChartSeries default number of series to chart on an ad-hoc reportMaxChartSeries maximum number of series to chart on an ad-hoc reportDisplaySystemMemProps show system member properties available for selectionDrillthroughDefaultMaxRows default maximum rows on a drillthroughDrillthroughAbsoluteMaxRows maximum permitted rows on a drillthrough

RepositioryRootUNC No longer supported - listed for compatibility reasons. To create a shared repository, use MKLink [1] toreplace the folder with a Symbolic Link to a network share.

ClearLevelsMovedToFilters

Where an entire level is selected on an axis (potentially a large number of members), and is dragged ontothe slicer, the selection is changed to the default member (Typically 'All'). This is to prevent usersaccidentally creating a very slow running query by individually aggregating all the members dragged to theslicer

DefaultCulture Backup culture where it cannot be retrieved from the browserQueryActiveDirectory Used to display the user name on homepageWritebackTimeout Writeback timeout in millisecondsPdfConverterUserName see PDF Printing - ConfigurationPdfConverterPassword see PDF Printing - ConfigurationDocumentDomain Used when embedding XLCubed within an iframe on a different server18.7.2 PDF Printing Configuration

For PDF printing you need to:

1. Edit web.config and change PDFRenderer value to SpreadsheetGear:

<add key="PdfRenderer" value="SpreadsheetGear"/>

2. In a 64-bit environment you will also need to change an application pool setting in IIS.

Select View Application Pools and select the XLCubed application pool.

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Select Advanced Settings and set Enable 32-bit Applications to False

18.8 Server specificationRecommended specification is dependent on the cube size and design, the number of users, and the pattern of usage. Having Analysis Services on thesame machine will also have an impact.

As an absolute minimum we recommend:

Memory: 2GB• Processor: Dual Core 2.2 GHz•

18.9 Application UsagePlease refer to the help menu within the product for an overview of all functionality.•

18.10 See AlsoXLCubed Web Edition Prerequisites•

18.11 External LinksKerberos Explained• Resolving a 401.1 error when PDF printing•

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19 XLCubed Web Edition Installation LoggingThe XLCubed Web Edition installation program is a standard Windows Installer (MSI) program wrapped in a bootstrapper EXE. You can log any errorsby using the following command line switches.

19.1 Windows Installer (MSI)"XLCubed Web Edition.msi" /l*v C:\LogFiles\Log.txt

19.2 Windows Executable (EXE)XLCubedWebEdition.exe /ComponentArgs "XLCubed Web Edition":"/l*v C:\log.txt"

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20 Scheduling InstallationWhen installed, XLCubed Web Edition installs the Scheduling component. This is a Windows Service that can be used to automatically deliver reports tousers on a schedule, or when certain conditions are met.

20.1 Installation20.1.1 Installing the Windows Service

If the installation hasn't already configured the Windows Service, run the InstallService.cmd batch file located in the Scheduler directory of yourXLCubed Web Edition installation.

20.1.2 Feature Permissions

As in the Web Edition installation guide, permissions for access to the Scheduling feature can be set by granting or revoking access to theXml\Security\scheduling.xml file in the XLCubed Web installation folder.

20.1.3 Configuration Files

There are two sets of configuration files for the Scheduling Service.

XLCubed.Scheduling.Service.exe.config in the Scheduler directory of your XLCubed Web Edition installation. This should beautomatically populated with the correct values, and will only need modification if the website or repository are subsequently manually moved,or if the XLCubed Web Edition server uses a non-default Authentication mode.

The schedules and other configuration files for the Scheduling Service in the XLCubed Web Repository folder, in the__xlcubed__\__scheduling__ subfolder. It is normal for there to be no files until schedules or other configuration parameters have beenset up.

20.1.4 Authentication Mode

The Scheduling service is set up to use Windows Integrated authentication by default. To use Basic authentication instead, edit theXLCubed.Scheduling.Service.exe.config file, changing the AuthenticationType line to Basic and fill in the user name and passwordbelow it. (XLCubed Web Edition v6.5.014 and higher)

20.1.5 Using the Role Selector

When configuring schedules and distribution groups, the Scheduling configuration screens can offer a list of relevant roles available on the server. Inorder for this to work, Microsoft's Analysis Management Objects must be installed. This can be found here, included in Microsoft SQL Server2005 Management Objects Collection: Feature Pack for Microsoft SQL Server 2005 SP4

20.2 Configuring the Windows Service20.2.1 The Service Identity

By default, the Scheduling Service runs under the Local System account. This allows it to have access to the necessary files, webservices andresources it needs to run reports and send emails. However, to use the Roles feature, a new identity must be chosen that is allowed to use all the rolesthat will be used. For simplicity, this can be an OLAP Administrator.

20.2.2 Starting the Windows Service

The Scheduling Service can be managed just like any other Windows Service. You can start it by running the StartService.cmd batch file located inthe Scheduler directory of your XLCubed Web Edition installation or by using the Services control panel.

20.3 Other considerations20.3.1 Virus and Malware Scanners

The Scheduling Service will need access to:

its configuration files, detailed above,• the XLCubed Web Edition web services, via HTTP or HTTPS,• the SMTP server where emails are to be sent.•

20.3.2 PDF Problems

The scheduled reports may suffer from problems as described on this page, even when PDF printing works for normal users. Note that the permissionson the Temp folder must be set for the Scheduling service user.

20.3.3 SendTimeout too short

If the SendTimeout on the relevant XLCubed Web Edition webservice is set too low, then an error similar to this one can be reported in the Schedulingerror log:

System.TimeoutException: The request channel timed out while waiting for a reply after 00:00:58.0399638.

By default, this timeout is set to 1 minute. In order to change this setting, use the Configure XLCubed Web Edition start menu utility to set thetimeout to a larger value. You will need to restart the XLCubed Scheduling service after making any changes. Please note that this setting is availablefrom version 7.2.37.0.

20.4 See AlsoScheduling•

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21 XLCubed In-Cell Excel Edition PrerequisitesXLCubed In-Cell Excel Edition requires several packages installed in order to operate correctly. These will be downloaded and installed automaticallywhen you run the XLCubed Excel Edition Setup program.

If access to the internet is unavailable, the packages can be installed manually prior to installation.

Microsoft .NET Framework 4.0 Client Profile• Microsoft Visual C++ 2010 SP1 Redistributable (x86) or (x64) Note: install the version appropriate for the Excel architecture you are using•

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