Manage an On-Premises Installation

This topic discusses changes that you can make to an existing on-premises installation. If you have not yet installed Geocortex Reporting and configured the post-installation settings, follow the instructions in Install Geocortex Reporting on Premises.

Managing an on-premises installation may require periodically updating the software or changing the post-installation configuration:

See also...

Export and Import Reports

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. When the update completes, 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.

  5. Click Finish.

    You have completed updating your on-premises installation.

Manage the Post-Installation Configuration

Managing an on-premises Reporting installation may require changing the post-installation configuration:

Open the Post Installer

To open the Geocortex Reporting Post Installer:

  1. In the Windows Start menu, start to type Geocortex Reporting.

    The Start menu will show the Post Installer application.

  2. Click Geocortex Reporting Post Installer.

Activate Additional Licenses

If you have purchased additional licenses, activate them as follows:

  1. Open the Post Installer and click Licensing in the sidebar.

  2. Choose one of the following options:

  3. Click OK to close the License Status dialog box.

  4. Close the Post Installer when you are finished.

Manage the Data Directory

We recommend that you configure the data directory one time only, immediately after you install Geocortex Reporting.

If you create reports and then change the data directory, you will lose access to your existing reports.

Change the IIS Deployment

You can change the location where Geocortex Reporting is deployed.

  1. Open the Post Installer and click IIS Settings in the sidebar.

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

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

  4. Click Portal in the sidebar.

  5. Update the Redirect URL to reflect the new IIS deployment.

    You may have to update the redirect URI of the Application item in Portal for ArcGIS as well.

  6. Click Close to close the Post Installer when you are finished.

Change the ArcGIS Registration

You can change how Geocortex Reporting is registered with ArcGIS.

  1. Open the Post Installer and click Portal in the sidebar.

  2. If you are changing to a different portal type, select the type of portal you use from the Portal Type drop-down list—ArcGIS Online or Portal for ArcGIS.

  3. If you changed the Portal Type, 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: https:// or http://.

      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. Select the host name of your Reporting server from the drop-down list.

      Alternatively, type or paste the host name.

    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 the IIS Settings.

  5. Follow the instructions that apply to you:

    Register Geocortex Reporting Using an Existing ArcGIS Item

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

    2. View the item's details.

    3. On the Settings tab, scroll down to the App Registration area and click Update.

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

      The URL is added to the list of permitted redirect URLs.Redirect URL for Geocortex Reporting added to the ArcGIS item

    5. Click Update.

    6. Copy the App ID from the App Registration area to the clipboard.

    7. On the Overview tab, edit Tags and add one or more tags for Geocortex Reporting.

    8. Return to the Post Installer to enter the app ID.

    Register Geocortex Reporting Using a New ArcGIS Item

    There are two steps:

    1. Create the item.
    2. Use the item to register Geocortex Reporting with the portal.

    Step 1: Create the item

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

    2. In My Content, click Add Item and select An application.

    3. 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:

      • Title: For example: Geocortex 5-Series

      • Tags: For example: Geocortex and Reporting

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

      A new application is added to the portal.

    Step 2: Use the item to register Geocortex Reporting with the portal

    1. On the Settings tab, scroll down to the App Registration area.

    2. Click Register beside App Registration.

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

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

    4. Click Register to complete the application registration.

    5. Copy the app ID to the clipboard.

  6. Enter the App ID: In the Post Installer, paste the app ID into the App ID box.

  7. Click Test to test the application registration.

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

    If Portal for ArcGIS is secured using Windows Integrated Security and anonymous access to the portal is disabled in IIS, the Post Installer will present a warning that says: "The portal application registration is valid—however the specified portal requires authentication". You must install the Geocortex Web Adaptor Extensions to allow Geocortex Reporting to communicate with Portal for ArcGIS.

  8. Close the Post Installer when you are finished.

Manage the Service Account

The first time you run the Post Installer, it creates a local user account called GeocortexReporting that Geocortex Reporting uses in its back-end operations. This account is required for running reports.

You can modify the account in the Post Installer, in case you need to:

The account can be a local user or a domain user, but not a machine account.

To modify the user account:

  1. If you want to use a different account, create the account.

  2. Open the Post Installer.

  3. Click the small Geocortex Reporting icon in the upper left corner and select Service Account.

  4. If you created a new account, enter the name of the account in the Account box.

  5. Enter the password and click OK, or click Generate to create a password automatically.

  6. Close the Post Installer when you are finished.

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Documentation Version 5.8