NOTE: If you have already installed Bold Reports® on your machine, please go to this section to activate your Bold Reports® account.
This topic describes how to activate the account and startup the Bold Reports® Enterprise Application.
You can activate your account either by using your login credentials or by offline unlock key.
You can sign in with your registered email address to activate your subscription.
From the login window, choose your account type and proceed to login.
If you are having multiple Bold Reports® licenses, then you will be getting this screen and select the corresponding license to proceed with application startup. Otherwise, you will be automatically redirected to the application startup screen.
NOTE: Offline unlock key available for selected customers only. Please contact us to get access to the offline unlock key.
If you are installing Bold Reports® in firewall-restricted environments, you can use the offline unlock key to activate the account. Please download your offline unlock key from the Bold Reports® download page.
Once the unlock key is uploaded, proceed to the next screen for configuring the application.
Cases | Solution |
---|---|
Invalid File Type | Please ensure to upload the valid unlock key file (lic) downloaded from the Bold Reports® download page. |
unlock key Expired | Your unlock key date was expired. Please download the new unlock key file from the Bold Reports® download page. |
NOTE: If you are facing any other issues, please contact us from our contact page.
If you do not have an account for Bold Reports®, you can request a new trial from the Bold Reports® pricing page.
The application startup screen helps you to configure storage options and admin account setup.
The application startup holds the storage options configuration for the below application,
A new user should be created to access the Bold Reports® sites and reports with the details mentioned in the below image.
While creating this new user account, a new group called System Administrator
is also created.
By default, the System Administrator
group has permission to do the following:
The new user account created is assigned to this group by default.
Before configuring the database, determine the mode for managing tenant data in Bold Reports. Your selection impacts how tenant data is stored, secured, and maintained.
In this mode, all tenants share a single database, with data logically separated using unique identifiers. This approach optimizes resource utilization, reduces infrastructure costs, and simplifies maintenance while maintaining data segregation. It is well-suited for scalability and efficient management. Supported Database: PostgreSQL
With this mode, each tenant has a dedicated database, ensuring complete physical data separation. This provides enhanced security, independent management, and optimized performance for each tenant. However, it requires greater infrastructure investment and ongoing maintenance.
Supported Databases: MSSQL, PostgreSQL, MySQL, Oracle
Once you select the preferred database mode, click Next to proceed to the database configuration step, where you will enter the required connection details.
This configuration helps you to configure single or individual databases for Bold ID and Bold Reports® configuration.
Bold ID
database stores the sites, users, and their site access information.
Bold Reports
database stores the reports, users, and their resource access permissions. You can use anyone of the following database to configure the Bold Reports® Server.
You can connect to the existing SQL Server instance with the below options.
Create new database.
Use an existing database.
Database Configuration for Bold Reports® Server in SQL Server
Database Configuration for Bold Reports® Server in PostgreSQL
Database Configuration for Bold Reports® Server in MySQL.
Database Configuration for Bold Reports® Server in Oracle
Note: When creating a new site during installation, database users need specific permissions. Please ensure that the users are granted the necessary permissions.
Existing database can be used to configure the database to store the user identities and report details.
The credentials that is given to connect to database Server instance must have permissions to
- Create Database
- Create Table
- Insert
- Update Table
- Alter Table
- Select
- Drop Table
- Drop Database
Here, user can select a simple or advanced mode for configuration.
Configure a single database for Bold ID and Bold Reports®.
This configuration stores the user identities, site details, reports, users, and their access permissions in a single database.
The sites will be deployed to the local file system by default in Simple mode
Configure individual databases for Bold ID and Bold Reports®, and choose between local file system and Azure Blob Storage for Bold ID and Bold Reports®.
Bold ID
database stores user identities and site details.
Bold Reports
database stores reports, users, and their access permissions.
In advanced mode, the user can select the preferred storage type, either File Storage or Blob Storage, to store the resource in Bold ID and Bold Reports®.
By default, storage type is File Storage.
User can select the Blob Storage by giving Azure Blob Credential in the required field.
You can find the details on how to configure the Azure Blob in the Azure Blob Storage Quickstart Guide.
Once the process completed, you can able to
Bold Reports® Report Server stores the following information only to the server database:
The reports, dataset, and data source, which are added to the Bold Reports® Report Server will be maintained in some location based on storage type you have chosen while configuring the Bold Reports® Server application. Refer to this FAQ page for more information.
You can activate your account either by using your login credentials or by offline unlock key.
Open the Manage License Page - {domain}/ums/administration/license-settings
Then, choose the Enterprise Reporting tab.
You can sign in with your registered email address to activate your subscription.
If you are having multiple Bold Reports® licenses, then you will be getting this screen and select the corresponding license to activate the Bold Reports®. Otherwise, your Bold Reports® license will be automatically activated.
NOTE: Offline unlock key available for selected customers only. Please contact us to get access to the offline unlock key.
Once the unlock key is uploaded, proceed to the Upload License
button for activating the Bold Reports® License.
Please refer to this Create Site document to create a new Bold Reports® site.