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Creating a New Site

This section briefly explains the steps involved in creating a new site in the Bold Reports on-premise multi-tenant application.

Site Creation

You can create another site in Bold Reports On-premise application by clicking on Create Site button in site management module.

Create Site

This step holds the site details such as tenant type, name, domain and identifier. The site identifier should be unique and it is part of your site URL.

Based on branding chosen, following information will be copied to the tenant. Otherwise, default images and values will be used for the tenant branding.

  • Localization
  • Date Format
  • Branding Images

Site Registration

Note: When creating a new site, you have the option to designate it as the master site. Please refer here for more information.

Select Database

  1. This step helps you configure databases for the Bold Reports Server.

  2. The reports, users, and their access rights are stored in various SQL databases, including MSSQL, PostgreSQL, and MySQL.

You can connect to the existing MSSQL Server instance using the options below.

  • You can create a new database for Bold Reports Site using MSSQL. Select Database New Database

  • Additionally, you have the option to select an existing database in order to create a new site.
    Select Database ExistingDb

Similarly, You have the option to connect to the existing PostgreSQL Server and MySQL Server instances.

Note: The credentials given to connect to the MSSQL / PostgreSQL / MySQL Server instance must have permissions to

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

Select Storage

The user can select the preferred storage type, File Storage or Blob Storage, to store the report,data source and dataset in BoldReports Server. MSSQL Server DataStore Blob Storage

Configure Custom Attribute for the site

You can skip this configuration directly by clicking the Next button, or you can configure custom attributes and then proceed with the Next. Data Security

Custom Attribute

This can be configured by the UMS admin for a site on the site details page. For additional details, refer here.

Attributes are name-value pairs that are associated with users, groups, and the sites (tenants). Add Custom Attribute Custom Attribute Name : The name of the attribute
Value : The value associated with the attribute
Description : Explanation of the attribute’s purpose
Encrypt : Store the value as encrypted in the database, displaying as dots in the grid

Select Administrator

This step used to select the user who will have complete control over the site.

The selected users will have the following permissions:

After selecting the user, proceed by clicking Create and launch site.

Select Administrator

The selected admin user(s) can access resources and manage users, groups, and their permissions solely within the corresponding site.