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Install Bold Reports over Bold BI

This section explains how to install and deploy the Bold Reports Enterprise Edition when Bold BI is already installed on the same machine.

Installation

This topic explains the steps required to install the Bold Reports Enterprise Edition.

  • Run the Bold Reports Enterprise Reporting on your machine.

    Exe Setup

  • You can check the license agreement for the Bold Reports Enterprise edition by clicking the License Terms and Conditions and clicking Next.

    License Agreement

  • Then a prompt will appear, asking whether you intend to proceed using the existing Bold ID for Bold Reports Enterprise Edition.

    Prompt Dialog

Proceed with installation without Common Login

If you select No to proceed the installation without common login, the Bold Reports Enterprise Reporting installation will be cancelled. Cancelled Process

Proceed with installation with common login

If you select Yes to proceed with the installation using common login for both Bold BI products and Bold Reports, the installer will automatically detect the existing Bold Reports hosting details and display them in the following web hosting type. These details cannot be modified; simply verify them and click Next. Bold ID IIS

Chromium Packages

IMPORTANT: Chromium packages are necessary to enable image and PDF export functionalities in reports and schedules from Bold Reports. Without these packages, the image and PDF export options will be disabled.

Chromium

NOTE: If you encounter problems with your internet connection or have no connection, unselect the option to download Chromium Packages and continue with the installation. Refer to the provided guide for instructions on manually installing the Chromium Packages

Bold ETL

The Bold ETL application is designed to load data from various data sources into PostgreSQL, MSSQL, MySQL, and Apache Doris. It provides options to schedule the job at regular intervals to pull data from data sources. It supports transformation using SQL scripts. By default, Python 3 will be installed for Bold ETL.

ETL

For Windows OS, Python 3.9 version is required along with Bold Reports Enterprise Edition for Bold ETL. If Python 3.9 version is already installed, please specify the Python path in {Drive}:\BoldServices\etl\etlservice\appsettings.json and restart the app on the IIS server.

ETL

Client Libraries

  • After that, the client library prompt will open. Bold Reports Enterprise Edition utilizes client libraries, such as Oracle, PostgreSQL, and MySQL, to connect with their respective SQL database variants. Please check the license of each library and provide consent for installation. Only the selected client libraries will be shipped with the product. Read and accept the license to proceed with shipping the selected client libraries, and then click Install. Client Libraries

  • Once the installation is complete, you can launch the application by clicking Launch Application and proceed to set up your Bold Reports site.

    Launch Application

  • It will open in your browser. Login with your username and password which is already registered on Bold BI.

    Login Page

  • After logging in, this page will open. Click on your profile and select Manage Sites (Admin Access). BI UMS

  • After that, the following page will open. Navigate to Settings > Manage License > Enterprise Reporting. Then click Login to activate account to register on the site.

    UMS Server

  • After logging in, your subscription details will be displayed. Now you are ready to use the Bold Reports application.

    Subscription Details

  • After registering the site, you have to manually create the site for Bold Reports from the site management page by opening the URL as follows: http://{hostname}/ums/sites?action=create-new-site
    Please set up the Bold Reports site by following the steps given here.

Application structure when common login selected

Bold Reports will be installed as a sub-application within the existing Bold BI Site, which is hosted on IIS. The following changes were made to IIS after using the common Bold ID. Normally, Bold BI is hosted with the site name BoldBIEnterpriseEdition in IIS, but after using the common login (Bold ID), the site name has been changed to BoldAppsEnterpriseEdition. Additionally, Bold Reports will be hosted as a sub-app called reporting under the BoldAppsEnterpriseEdition site.

IIS Reports

NOTE: Bold ID is the common identity provider application in our Bold products that can be used to provide Single Sign-On (SSO) to both Bold Reports and Bold BI.