Geocortex Reporting Help
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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,
For information about system requirements, see
The main steps to install Geocortex Reporting on premises are as follows:
Configure post-installation settings.
To install Geocortex Reporting:
Run the Geocortex Reporting installer.
The End-User License Agreement panel opens.
Read the license agreement.
To print a copy of the agreement for your records, click Print.
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.
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.
Click Install and wait for the installation to complete.
The Completed panel opens.
Make sure the Launch Geocortex Reporting Post Installer checkbox is selected and click Finish.
Geocortex Reporting Post Installer
Follow the steps in 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:
Licensing: Activate your license.
IIS Settings: Configure Geocortex Reporting's deployment in IIS.
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.
Geocortex Reporting is licensed software. The Licensing panel allows you to activate the product.
Open the Licensing panel.
Choose one of the following options:
Activate Online: To activate Geocortex Reporting online, you must have a Geocortex account.
Click Activate Online.
Sign in to your Geocortex account.
If your organization already has a license, activation will complete automatically.
If your organization does not have a license, the Post Installer will create a trial license, provided your organization has not previously had a trial license for Geocortex Reporting.
Activate Offline: To activate Geocortex Reporting offline, contact Geocortex Support at
firstname.lastname@example.org to request an activation key.
When you receive the key, launch the Post Installer and open the Licensing panel. Paste the key into the Offline Activation Key box and click Activate. Click Close to close the Post Installer.
The Data panel allows you to select a location for Geocortex Reporting to store intermediate data that is produced when a
Open the Data panel.
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
The IIS Settings panel allows you to manage how Geocortex Reporting is deployed in IIS.
Open the IIS Settings panel.
IIS Settings panel
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.
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.
In order to save and share
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.
Open the Portal panel.
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.
Follow the instructions for the Portal Type you selected:
We strongly recommend that you use HTTPS to access ArcGIS.
ArcGIS Online: In the Organization box, enter your ArcGIS organization name, for example
myorganization, or the URL of your ArcGIS Online portal, for example,
Portal for ArcGIS: In the Portal URL box, enter the URL for your portal, for example,
In the Redirect URL area:
Select the appropriate connection scheme for your Reporting server: http:// or https://.
If the web applications that will host
We strongly recommend that you use HTTPS to access Geocortex Reporting.
Enter the host name of your Reporting server.
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.
Create an application for Geocortex Reporting:
Click Launch to open your Portal in the browser.
Sign in to your portal and open the Content page.
On the My Content tab, click Add Item and select An application.
Configure the application using the following settings, and then click Add Item.
Ready to Use
URL: Paste the redirect URL that you copied in the previous step.
Title: For example,
Tags: For example,
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
Register the application:
Click the Settings tab and scroll down to the Web Mapping Application section.
Click Register beside App Registration.
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.
Click Register to complete the application registration.
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
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.
The Summary panel shows Report Designer's URL for you to distribute to
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.
Click Close to exit the Post Installer.
You have now completed the post-installation configuration and deployment of Geocortex Reporting.
To open the Geocortex Reporting Post Installer:
Navigate to the
Geocortex Reporting folder in your file system and open the
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
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:
Download the installer.
Run the installer.
The installer detects your existing installation and prompts you to update.
If some of the files that need to be updated are being used, choose a method to proceed with the update and click OK.
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.
You have completed updating your on-premises installation.