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Introduction

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The Management Portal relies on the following software

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Management Portal and Self Service Portal requirements
Management Portal and Self Service Portal requirements

Deploy a Back-end Service

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To be able to authenticate against an Active Directory, the Management Portal relies on the CapaInstaller Back-end Service.

If you already have a Back-end Service Deployed for other purposes, skip this step.

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Enable the Web Server 

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Requirements:

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Management Portal and Self Service Portal requirements
Management Portal and Self Service Portal requirements

Enable the Web Server (IIS) role on the Windows Server that is set to host the Management Portal site. This server's DNS name will be the base URL for access to the Management Portal.


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Enable Security and add Trustee

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Enabling Security and adding a Trustee from Active Directory is done under System Administration in the CapaInstaller Console.

In this example, we add the Active Directory group "Supporters" to the default "Supporters" profile in CapaInstaller.

Members of this AD group will now inherit the Access permissions for the profile.

However the security module only grants access to Management Portal, there is no graduation of access to Management Portal. Either you have access or not.Image Removed

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Execute the Windows Installer package

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titleHow to configure database access...

  1. To configure access to the CapaInstaller Database insert the Database server URL and the Database name

  2. Enter the SQL Server Database login that is used for access to the CapaInstaller Database

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How to configure Reporting Service URL in Management

Open CapaInstaller Console → Options → Reporting and Queries. Enter the informaiton

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has been configured and reports have been deployed to reporting services, the link in Management Portal will open the webpage defined in Reporting URL.

Open Management Portal and select reporting.

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When following the link, the root folder on SQL Report Server is shown (may prompt for login - if it does enter the credentials with access to reporting services)

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Browse directories and select a report.




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titleReporting Service URL
Server link

Reporting Server link is just a link to SQL Reporting Server. To access Reporting service from Management Portal, check the following:

  1. SQL Reporting Service must be installed

and 

  1. data must be entered in the console in Reporting and Queries options

 in the console must be entered correctly.

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  2. Some reports must be deployed to reporting services

as well

  1. . You can use predefined reports: Deploy predefined reports to reporting services.

Open When Reporting Service Configuration Manager on the Server server where CapaInstaller and reporting service databases are located to check reporting services is set up and working

Select the instance and click connect

Select Web Service URL. Check the name of Virtual Directory and click on the link of Report Server Web Service URLs

Reporting ServicesOptionExample
Reporting serverName of ServerCISQL1
Virtual directoryName of folderReportServer_CISUPPORTTEST3
Reporting URLURL of server + /virtual directoryhttp://cisql1/ReportServer_CISUPPORTTEST3


Installation complete

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After completing the above steps, the CapaInstaller Management Portal is now available

Simply point a web browser to  Http://<server>/ManagementPortal and log in with a user with valid credentials


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