Application Startup

NOTE: If you have already installed Bold BI in your machine, please go to the this section to activate your Bold Reports account.

This topic describes how to startup the Bold Reports Enterprise Application.

You can activate your account either by using your login credentials or by offline unlock key.

Activate the account using login credentials

You can sign in with your registered email address to activate your subscription.

Select Login option

From the login window, choose your account type and proceed to login.

• Bold Reports Login Credentials
• Azure AD
• Syncfusion Login Credentials

Select license

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.

Offline Installation

NOTE: Offline unlock key available for selected customers only. Please contact us to get access to offline unlock key.

If you are installing the Bold Reports in firewall restricted environments, you can use offline unlock key to activate the account. Please download your offline unlock key here.

Once the unlock key is uploaded, proceed to the next screen for configuring the application.

Possible errors cases and their solution

Cases	Solution
Invalid File Type	Please ensure to upload the valid unlock key file (lic) downloaded from here.
unlock key Expired	Your unlock key date was expired. Please download the new unlock key file from here.

NOTE: If you are facing any other issues, please contact us from here.

No Trial / New Account Request

If you do not have an account for Bold Reports, you can request a new trial from this link.

Application Startup for Bold Reports Enterprise

Application startup screen helps you to configure storage options and admin account setup.

Application startup holds the storage options configuration for below application,

1. Bold Reports Sites - Manages user identities and sites
2. Bold Reports Server- Manages reports, data sources, dataset, schedules and the user permissions.

Storage Options

• SQL server, Azure SQL
• PostgreSQL
• MySQL

Database Configuration for Bold ID

This configuration stores the user identities and sites details in the database. You can use anyone of the following database to configure the Bold ID.

You can connect to the existing SQL Server instance with the below options.

• Create new database.
• Use an existing database.

Create New Database

Database Configuration for Bold ID in SQL Server

Database Configuration for Bold ID in PostgreSQL

Database Configuration for Bold ID in MySQL.

Existing Database

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

Storage Type for Bold ID

User can select the preferred storage type File Storage or Blob Storage to store the resource in BoldReports Sites

Blob Storage

User can select the Blob Storage by giving Azure Blob Credential in the required field

New User - System Administrator

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 System Administrator is also created.

By default, System Administrator group have permission to do the below

• Create Reports
• Create Data Sources
• Create Dataset
• Create Schedules
• Create Users
• Create Groups
• Manage Permissions for users and groups

The new user account created is assigned to this group by default.

Site Configuration for Bold Reports Sites

User can select the preferred Site Name and Site Identifier for the initial site.

Database Configuration for Bold Reports Server

This configuration stores the reports, users and their access permissions in the database. 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.

  

Create New 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.

Existing Database

Existing database can be used to configure database to store the reports, users and their access permissions.

You can connect to the existing MySQL Server instance with the below options.

• Create new database.
• Use an existing database.

The credentials that is given to connect to the SQL Server instance must have permissions to

• Create Database
• Create Table
• Insert
• Update Table
• Alter Table
• Select
• Drop Table
• Drop Database

Storage Type for Bold Reports Server

User can select the preferred storage type File Storage or Blob Storage to store the report,datasource and dataset in BoldReports Server.

Once the process completed, you can able to

• Manage sites – where you can manage permissions for the sites you have created.
• Go to Reports - where you can create, edit, update the reports and so on.

Report Server Database

Bold Reports Report Server stores the following information only to the server database:

• Information of reports
• Information of shared data sources
• Information of shared datasets
• Categories
• Schedules definitions
• Permissions settings associated for report, data source, data set, categories, and schedules
• Report Server configurations

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. You can refer more details from this link.

Activate Bold Reports license

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.

Activate Bold Reports license using the login credential

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.

Upload unlock key

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.

Create site

Please refer to this Create Site document to create a new Bold Reports site.

See Also

• Create another site in multi-tenant application