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windward_report_viewer_-_installation

Windward Report Viewer Installation and Setup

Summary

The following is an explanation for installing the Windward Report Viewer on a local workstation and for the setup of the supporting structures. The Windward Report Viewer is a report viewing application that is external to System Five and is required to view and use some of the reports available within System Five.

Applicable to System 5 version 6.2.2.37 UP

Directory Setup for the Dataset

  1. Navigate to the Share folder in the dataset folder (this is the same folder that contains the '_datafiles' folder)
  2. Ensure that there is a folder called 'Reports' there. If not, create the folder.
  3. Navigate into the 'Reports' folder
  4. Ensure that there is a folder called 'Custom Reports' there. If not, create the folder.

Report Files

  1. Locate the report files you would like to use (.repx extension)
  2. Copy and Paste the report files into the 'Reports/Custom Reports' folder created in the earlier steps

There are sample report files attached to this Wiki page. The files are compressed and must be unzipped before use

  1. Sample “Profit and Loss by Job” report Profit Loss By Job Report
  2. Sample “Shipment Info” report Shipment Info Report

Installation of the Windward Report Viewer

  1. Open a web browser (Google Chrome, for example) and navigate to the following URL:

Windward Report Viewer

  1. Click on the 'Install' button
  2. Accept the download of the 'setup.exe' file and wait for the download to complete
  3. Run the 'setup.exe' file
  4. Follow the installation process presented
  5. Click on the red X button to close the Windward Report Viewer

If you encounter a warning screen that does not seem to give any option for continuing the installation, look for the link labeled 'Click for More Info'. Click the link and then click 'Install Anyway'

SQL Setup in System Five

  1. Run System Five and log in
  2. Go to Setup Tools→Setup Wizard→Network Settings→Pervasive.SQL Databases
  3. Make sure that this section is setup properly
    1. Check the checkbox labeled 'System Five DSN (Data Source Name)
    2. Enter the correct Pervasive Server name
    3. Click the 'Get List' button
    4. Choose the correct database from the drop-down list
    5. Click the 'Test DSN' button and confirm that you see a Success message
  4. Click the 'Close' button to exit the Setup Wizard

Confirmation of Proper Installation

  1. Run System Five and log in
  2. In the Navigator, click on the 'Reports' navigator item
  3. Confirm that an item with the same name as the report file name exists
  4. Click on the report item
  5. Wait while the Windward Report Viewer loads
windward_report_viewer_-_installation.txt · Last modified: 2017/07/21 15:07 by drogall