Install Geocortex Reporting on Premises

The instructions given below step you through the installation of Geocortex Reporting, including component installation, post-installation configuration, and registering the application with ArcGIS. When you have completed these steps, you will have a working installation of Geocortex Reporting.

Before you begin, download a copy of the installation package.

For information about system requirements, see Requirements for On-Premises Reporting.

Main Steps to Install Geocortex Reporting

The main steps to install Geocortex Reporting on premises are as follows:

  1. Install Geocortex Reporting.

  2. Configure post-installation settings.

Install Geocortex Reporting

To install Geocortex Reporting:

  1. Run the Geocortex Reporting installer.

  2. Click Next.

    The End-User License Agreement panel opens.

  3. Read the license agreement.

    To print a copy of the agreement for your records, click Print.

  4. If you agree to the terms of the license agreement and supporting documents, select the I accept the terms in the License Agreement checkbox, and then click Next.

    The Destination Folder panel opens.

  5. Select a location to install Geocortex Reporting, and then click Next.

    By default, Geocortex Reporting is installed in C:\Program Files\Latitude Geographics\Geocortex Reporting\.

    The Ready to Install panel opens.

  6. Click Install and wait for the installation to complete.

    The Completed panel opens.

  7. Make sure the Launch Geocortex Reporting Post Installer checkbox is selected and click Finish.

    Geocortex Reporting Post Installer

  8. Follow the steps in Configure Post-Installation Settings.

Configure Post-Installation Settings

The Geocortex Reporting Post Installer is used to configure on-premises deployments of Geocortex Reporting. You must configure the post-installation settings before you can run your on-premises installation of Geocortex Reporting.

By default, when you install Geocortex Reporting on premises, the Post Installer opens after the installer completes. This allows you to do the required post-installation configuration right away. You can run the Post Installer at any time later to modify your configuration.

The Post Installer allows you to do the following:

To configure post-installation settings:

If this is the first time you have run the Post Installer after installing Geocortex Reporting on premises, you must visit every panel in the Post Installer and click Next to apply the settings on the panel. If you navigate away from a panel by clicking a link in the sidebar, the configuration for that panel will not be applied, regardless of whether you are using the default configuration or a custom configuration.

Licensing

Geocortex Reporting is licensed software. The Licensing panel allows you to activate the product.

  1. Open the Licensing panel.

    Licensing panel

  2. Choose one of the following options:

Data

The Data panel allows you to select a location for Geocortex Reporting to store intermediate data that is produced when a report is generated.

  1. Open the Data panel.

    Data panel

  2. If you want to store data in a custom location, click Browse and select the folder that you want to use.

    By default, Geocortex Reporting stores data in C:\Program Data\Geocortex\Reporting.

IIS Settings

The IIS Settings panel allows you to manage how Geocortex Reporting is deployed in IIS.

  1. Open the IIS Settings panel.

    IIS Settings panel

  2. To use a different website, select the website from the Website drop-down list.

    By default, Geocortex Reporting is deployed to IIS's Default Web Site.

  3. To use a different virtual directory, type the path in the Virtual Directory box.

    By default, Geocortex Reporting uses Geocortex/Reporting as the virtual directory.

Portal

In order to save and share reports, Geocortex Reporting must be registered with an ArcGIS portal, either your Portal for ArcGIS installation or ArcGIS Online. To register with a portal, you create an application and register the application to create an app ID. You then copy the app ID to the Post Installer.

If your organization has more than one Geocortex 5-series application installed on premises, we recommend that you use the same portal and app ID for them all. This provides single sign-on between the designers, so you can switch freely between them without having to sign in again.

  1. Open the Portal panel.

    Portal panel

  2. Select the type of portal you are using from the Portal Type drop-down list—ArcGIS Online or Portal for ArcGIS.

    The steps to register Geocortex Reporting are the same regardless of which type of portal your organization uses.

  3. Follow the instructions for the Portal Type you selected:

    We strongly recommend that you use HTTPS to access ArcGIS.

  4. In the Redirect URL area:

    1. Select the appropriate connection scheme for your Reporting server: http:// or https://.

      If the web applications that will host reports run on HTTPS then you must run Geocortex Reporting on HTTPS as well. Otherwise, the applications will not be able to connect.

      We strongly recommend that you use HTTPS to access Geocortex Reporting.

    2. Enter the host name of your Reporting server.

    3. Click Copy to copy the redirect URL to your clipboard for use in a later step.

    The virtual path is entered automatically based on your IIS configuration on the IIS Settings panel.

  5. Create an application for Geocortex Reporting:

    1. Click Launch to open your Portal in the browser.

    2. Sign in to your portal and open the Content page.

    3. On the My Content tab, click Add Item and select An application.

    4. Configure the application using the following settings, and then click Add Item.

      • Type: Web Mapping

      • Purpose: Ready to Use

      • API: JavaScript

      • URL: Paste the redirect URL that you copied in the previous step.

        For example: https://host.domain.com/Geocortex/Reporting/designer/

      • Title: For example, Geocortex Reporting

      • Tags: For example, Geocortex and Reporting

        You may want to add additional tags used by your organization.

      Settings for the application

      A new application is added to the portal.

      New application added to Portal for ArcGIS

  6. Register the application:

    1. Click the Settings tab and scroll down to the Web Mapping Application section.

    2. Click Register beside App Registration.

    3. Paste the copied redirect URL into the Redirect URI box, and then click Add.

      The redirect URL is added to the list of permitted redirect URLs.

    4. Click Register to complete the application registration.

  7. Copy the App ID to your clipboard, switch to the Post Installer, and paste the ID into the App ID box.

    The completed configuration for Portal for ArcGIS will look something like the following:

    Example app registration for Portal for ArcGIS

  8. Click Test to test the application registration.

    The Post Installer will test your registration and either show a success message or prompt you to fix any errors.

Summary

The Summary panel shows Report Designer's URL for you to distribute to report authors in your organization. The Summary panel also provides a link to launch Report Designer.

  1. Click Launch Report Designer or copy the URL under Designer URL for distribution to your team.

    Before other members of your organization can access Report Designer, you must share the application item that was created with your organization within your portal. For information, see Allow Authors to Modify Reports.

    Summary panel

  2. Click Close to exit the Post Installer.

    You have now completed the post-installation configuration and deployment of Geocortex Reporting.

Open the Post Installer

To open the Geocortex Reporting Post Installer:

  1. Navigate to the Geocortex Reporting folder in your file system and open the Setup subfolder.

    If Geocortex Reporting is installed in the default location, the Post Installer is here:

    C:\Program Files\Latitude Geographics\Geocortex Reporting\Setup\Geocortex.Reporting.Setup.exe

  2. Run  Geocortex.Reporting.Setup.exe.

Update On-Premises Reporting

Geocortex periodically releases updates to on-premises Reporting that include new features and other improvements to the software. To update Reporting, run the new installer.

To update an on-premises installation of Geocortex Reporting:

  1. Download the installer.

  2. Run the installer.

    The installer detects your existing installation and prompts you to update.

  3. Click Update.

  4. If some of the files that need to be updated are being used, choose a method to proceed with the update and click OK.

  5. Clear the Launch Geocortex Reporting Post Installer checkbox.

    Updating does not affect the existing configuration. You do not need to run the Post Installer after updating, unless you want to change the configuration.

  6. Click Finish.

    You have completed updating your on-premises installation.

© 2019 Latitude Geographics Group Ltd. All Rights Reserved.

Documentation Version 5.2