One-Time Setup

Depending on the environment and types of host application(s) you choose, you may have to do some preliminary setup before you start to use Geocortex Reporting. The following sections provide background information that will help you to answer the question What setup do I need to do?

If you are evaluating Geocortex Reporting, the quickest way to get started is to use cloud Reporting and run your reports using Report Designer's Preview feature. All you need is an ArcGIS Online account. You can get a free account here. Use your ArcGIS Online account to sign in to Report Designer and follow the steps in Get Started to create and run your first report. You can perform the one-time setup at any time later.

On-Premises Reporting vs. Cloud Reporting

Geocortex Reporting is designed to run in the cloud or on premises:

On-premises Reporting offers additional capabilities that are not available in cloud Reporting. To choose between cloud Reporting and on-premises Reporting, consider the whether you need any of the following capabilities:

Multi-Server Deployments

Geocortex Reporting supports load balanced, multi-server environments. For details, see Install Geocortex Reporting in a Load Balanced Environment.

Types of Host Applications

Reports can run in Web AppBuilder apps, Geocortex Web apps, or Geocortex HTML5 viewers, or all three. Any report can be hosted by any supported host application.

Use Geocortex Reporting Without Internet Access

If your organization does not have or does not allow access to the Internet, you can set up Geocortex Reporting to work without Internet access.

To use Geocortex Reporting without access to the Internet:

  1. Install Geocortex Reporting on premises.

  2. When you configure the Portal panel in the Post Installer, choose Portal for ArcGIS as the Portal Type. This ensures that the ArcGIS items associated with reports are created in Portal for ArcGIS rather than ArcGIS Online.

  3. If you are going to host reports in Web AppBuilder in Portal for ArcGIS:

    1. When you register the widgets, point the ArcGIS items for the widgets to the on-premises manifest.

    2. Modify the widgets to point to local resources.

Scripting

By default, on-premises Reporting allows server-side scripting. Scripting enables report authors to embed C# scripts in reports. If you do not want to allow scripting, you can disable it.

What setup do I need to do?

Use the flowchart below to determine what preliminary setup you have to do, if any. Instructions for the setup procedures are as follows:

Install Geocortex Reporting on Premises

Disable Scripting in On-Premises Reporting

Register the Widgets with Web AppBuilder in Portal for ArcGIS

Point the Widgets to Local Resources

Deploy the Widgets to Web AppBuilder (Developer Edition)