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Creating a New Site

This section briefly explains the steps involved in creating a new site in 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 name, identifier and domain. 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.

  • Localization
  • Date Format
  • Time Format
  • Branding Images.

Otherwise, default images and values will be used for the tenant branding.

Site Registration

Select Database

This step stores the reports, users and their access permissions in MSSQL Server Database, PostgreSQL Server Database or MYSQL Server Database. You can connect to the existing MSSQL Server instance with the below options.

  • By creating new Bold Reports Site database.
    Select Database
  • By choosing one of the database from Select a Database drop down for creating Bold Reports Server tables in that database.
    Select Database ExistingDb

Similarly, You can also choose the existing PostgreSQL Server instance with the below options.

  • By creating new Bold Reports Site database. Select Database
  • By choosing one of the database from Select a Database drop down for creating Bold Reports Server tables in that database.
    Select Database ExistingDb

Likewise, You can also prefer the existing MYSQL Server instance with the below options.

  • By creating new Bold Reports Site database. Select Database
  • By choosing one of the database from Select a Database drop down for creating Bold Reports Server tables in that database.
    Select Database ExistingDb

Note: The credentials that is given to connect to the SQL Server or PostgreSQL Server instance must have permissions to

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

Select Storage

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

MSSQL Server DataStore

Blob Storage

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

Blob Storage

Select Administrator

This step used to select the user to provide complete control over the site.

The selected users have the following permissions,

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

After selecting the user, proceed with Create and launch site.

Select Administrator