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Installation and Configuration

Data Source Drivers

A list and the associated links for recommended ADO.NET drivers for each type of data source, and notes about any applicable caveats or exceptions when using certain drivers.

Step 4: Administration Console and API

Understanding the Administration Console and API When configuring the Exago environment on a per-user basis, it is useful to use the Administration Console to create a "base" configuration from which individual user configurations are established through the API when Exago is launched. ...

Storage Management

  This article applies to the Admin Console > Storage Management settings. Assembly Location The path and filename of the DLL that implements the IStorageManagement interface. The default value is <WebApp>binWebReports.ContentDatabase.dll, which will use Exago's Storage Management ...

Roles

Roles are created to specify how a user or group of users interfaces with Exago. Roles can restrict access to folders or data objects. Roles can also override the General Settings.

Windows Registry Changes

Windows Registry keys will be written by the Exago Installer when installing the Web Application, the Web Service API and the Scheduler Service.Web Application The Web Application will add four new keys to the registry. Each key and its contents are described in the tables below. Note This ...

Report-Level SQL Objects

This article applies to the Admin Console > General > Feature/UI Settings > Allow Creation of Custom SQL Objects setting. Beginning with v2018.1, administrators have the ability to allow end-users to create reports using custom report-level SQL objects written in the end-user ...

Scheduling Reports

Use the Scheduler Service to execute reports and Dashboards regularly at specified times and sending e-mails directly from within the application. This can be useful for reports based on periods of time, such as weekly sales reports or quarterly earnings reports. Batch schedules (also called ...

Security Checklist

There are a number of precautions that should be taken before running Exago in a production environment.

Scheduler Service Configuration

There are several properties of the Scheduler Service that must be configured on a per-service level.

Set Up Exago in a Web Farm

One method for running Exago in a distributed environment is using a Web Farm to run multiple instances of the Web Application. This may be desirable for load balancing purposes. There are several guidelines for setup. Each will be discussed in detail in separate ...

Step 1: Install and Configure

Installation Exago was designed as a simple installation, aimed to be running as quick as possible with little configuration. The first step is in this process is to download and run the appropriate installer. If you are installing Exago as part of a web farm or you ...

Step 2: Integrate

Using the API With the basic setup of Exago complete, it's time to integrate Exago into your web application by using custom styling, and Exago's API through either .NET or REST. The basic flow is to create an Exago API object within your application code, modify parameters that ...

Step 3: Install and Configure the Scheduler Service

Exago's Scheduler Service is used to regularly execute and deliver reports in an automated fashion. It can also be used to turn a machine into a "remote execution" engine to add additional execution resources to Exago. In Step 3 of the Getting Started Guide, we review installing and configuring this service.

Step 5: Extensions

Exago comes with a high degree of extensibility. For a quick overview of some of the ways an administrator can configure Exago to have custom functionality, see the article below: An Overview of Exago Extensions Following are some of the methods by which custom behavior can be added to ...

Table-Valued Functions

Table-valued functions (TVF) are user-defined functions that return a table data type as output. Unlike views, table-valued functions allow for more than one SELECT statement. Below is the TVF we'll be referencing in this guide. Note that the function RETURNS TABLE and takes the ...

Technical Specifications

A list of supported operating systems, server software, .NET and mono versions and web browsers.

Storage Management: Transitioning from Legacy Storage Methods

  Exago's Storage Management system replaces the legacy file system, cloud storage, folder management and web service (SOAP) storage methods with a relational database. All reports, templates, folders and themes are stored in this database. Microsoft SQL Server, MySQL, Oracle and PostgreSQL ...

User Identification

User logins must be handled by a security layer in the embedding host application. After a user logs in, the host application should pass identification parameters to the Exago API, which can be used to set permissions on content and data objects within Exago.

Using SQLite Data Sources

Native Support Now IncludedBeginning with v2021.1.8+, native ADO.NET support for SQLite is included. To add a SQLite Data Source in these versions, skip this article and follow the instructions in Data Sources exclusively.SQLite is a relational database system which stores data directly in ...

Scheduler Settings

Reports can be emailed or scheduled for recurring automated delivery to an email address. The Scheduler Settings are used to configure these services.