Difference between revisions of "QPR Reporting Add-on"

Latest revision as of 11:53, 4 June 2024

Introduction to QPR Reporting Add-on

QPR Reporting Add-on contains the following parts:

QPR Word Reports (reports can also be shown as pdf!)
QPR PowerPoint Reports
QPR Web Views
QPR Reporting Expression Language
QPR Reports Menu

Installation

Follow these steps to install QPR Reporting Add-on. Installation package is available in the downloads page.

Note that there are different folder paths for each QPR Suite version. These instructions use X in the folder names which should be replaced with the actual QPR Suite version.

1. Check whether the QPR environment uses Windows authentication (IWA) and/or HTTPS connection. Windows authentication is used when QPR system is connected to LDAP/AD and Windows user accounts are used to login to QPR. HTTPS connection is in use when QPR Portal url starts with https.

2. Open Programs and Features (in Windows Control Panel) and click Turn Windows features on or off. Check that components listed in the following table are installed. The installation procedure depends on Windows version. QPR Reporting Add-on needs .Net Framework 4.6.1 or later version.

Windows Version	Required Components
Windows 10 (already includes .NET Framework 4.6)	All components in Internet Information Services (except FTP Server and WebDAV Publishing) Following Windows features: (see the image below) .Net Framework 4.6 Advanced Services > ASP.NET 4.6 .Net Framework 4.6 Advanced Services > WCF Services > HTTP Activation
Windows 8 (already includes .NET Framework 4.5.1)	All components in Internet Information Services (except FTP Server and WebDAV Publishing) Following Windows features: (see the image below) .Net Framework 4.5 Advanced Services > ASP.NET 4.5 .Net Framework 4.5 Advanced Services > WCF Services > HTTP Activation

3. (This step is for checking the QPR Suite has been configured properly.) Check that QPR Web Services web.config file is a proper one (located in C:\Program Files\QPR Software Plc\QPR 20XX.1 Servers\WebServices). In the default QPR installation, there are files web.config and web.config.IWA. If QPR environment uses Windows authentication (refer to step 1), the latter file must be taken into use by renaming

web.config to web.config.noIWA, and
web.config.IWA to web.config.

4. (This step is for checking the QPR Suite has been configured properly.) If using Windows authentication (refer to step 1), make sure C:\ProgramData\QPR Software\QPR 20XX\20XX.1\Servers\Settings\QPR_Servers.ini has settings IWACGIBinaryHost=127.0.0.1 and CGIBinaryHost=127.0.0.1. under WAS Settings section.

5. Common QPR authentication needs to be configured (to establish common authentication between QPR Suite WAS and WS). Follow these instructions: Configuring Common Authentication for QPR Suite Portal and QPR Suite Web Service.

5. Copy QPRWebServicesExtensions folder from installation package to IIS published files in C:\inetpub\wwwroot\.

6. Installation package contains the following preconfigured files to be used as QPR Reporting Add-on web.config file:

a) web.config: for HTTP connection and Anonymous authentication to the Reporting Add-on
b) IWA.web.config: for HTTP connection and Windows authentication to the Reporting Add-on
c) HTTPS.web.config: for HTTPS connection and Anonymous authentication to the Reporting Add-on
d) HTTPS+IWA.web.config: for HTTPS connection and Windows authentication to the Reporting Add-on

Copy a suitable configuration file to C:\inetpub\wwwroot\QPRWebServicesExtensions\ folder and rename it as web.config.

Do not mix up QPR Reporting Add-on's web.config file (in C:\inetpub\wwwroot\QPRWebServicesExtensions\) with QPR Web Services' web.config file (in C:\Program Files\QPR Software Plc\QPR 20XX.1 Servers\WebServices\web.config).

7. Configure QPR Reporting Add-on settings listed in the Settings section. The settings are located in the C:\inetpub\wwwroot\QPRWebServicesExtensions\web.config file in the appSettings section. Quick guide for usual configurations (file C:\inetpub\wwwroot\QPRWebServicesExtensions\web.config):

a. When Windows authentication is not in use and Common QPR Authentication is used: wcfsecuritymode=none and qprauthenticationmode=commonqprauthentication
b. When Windows authentication is in use: wcfsecuritymode=message and qprauthenticationmode=windows

8. Make a backup copy of the C:\Program Files\QPR Software Plc\QPR 20XX.1 Servers\WebServices\servicetester.aspx file. Replace the file with the servicetester.aspx. file from the installation package.

9. Make sure QPR Web Services Server is running. The installation cannot be continued until QPR Web Services Server is running properly.

10. In IIS Management Console, go to Application Pools (in left side hierarchy). Create a new application pool by clicking Add Application Pool…. Use the settings in the image below (settings v.4.0.x and Integrated). Please do not change settings for existing application pools, if they are used by other web applications because then the other applications may stop working. Especially QPR Suite has an application pool that is v.2.0.x and Integrated.

11. Click the previously created application pool, click Advanced settings… and select Identity setting. In the opening Application Pool Identity window, click Built-in account and select LocalSystem (see the image below). Click OK for the both open windows.

12. Find the QPRWebServicesExtensions folder in IIS Management Console and click Convert to Application (secondary mouse button). Select the previously created application pool QPR Web Services Extensions.

13. Check the IIS authentication settings by clicking QPRWebServicesExtensions web application is IIS Management Console (on the left side hierarchy). Check that Features View is opened (in bottom), and doubleclick Authentication. The authentication settings must match with the web.config file, which was set in step 3: a. For Windows authentication: Anonymous Authentication must be Disabled and Windows Authentication must be Enabled. (see the image below) b. For Anonymous authentication: Anonymous Authentication must be Enabled and Windows Authentication must be Disabled. ASP.NET Impersonation must be Enabled in both cases.

14. Check that QPR Reporting Add-on is working by making the tests listed in chapter Installation tests. If you encounter any issues, check if any of the error situations described in Troubleshooting were encountered.

15. These rest steps are only needed when using the Reporting Add-on in the QPR Suite portal. Copy DWV templates folder from installation package as a DWV templates root folder (setting dwvtemplatesphysicalpath in QPR Reporting Add-on’ web.config file). Also copy Word report templates folder as the templates root folder (setting dwrtemplatesphysicalpath in QPR Reporting Add-on’ web.config file) and trend_down.png and trend_up.png files from DWV templates\Dashboard folder to C:\inetpub\wwwroot\qpr20XX-1\qprsoftware\portal\images.

16. Deploy Reports Menu UI element to the Portal by replacing mainview.tpl and headerview.tpl files from the installation package Reports Menu folder to C:\ProgramData\QPR Software\QPR 20XX\20XX.1\Servers\Templates\WAS\Portal. (Alternatively, use the externalreportsmenu.patch file.)

17. Copy icon_reports.png from Reports Menu folder to C:\inetpub\wwwroot\qpr20XX-1\qprsoftware\portal\images.

18. Copy jquery.filedownload.js from Reports Menu folder to C:\inetpub\wwwroot\qpr20XX-1\qprsoftware\Common\scripts.

19. Add the following CSS to C:\inetpub\wwwroot\qpr20XX-1\qprsoftware\stylesheets\custom.css:

#ReportsToolbarMenu {
  cursor: pointer;
}

#ReportsToolbarMenu .activetarget {
  background-color: inherit;
}

.visiblereportmenulink, .reportmenumain > a {
  background: url(../portal/images/icon_reports.png) no-repeat left -1px;
}

.disabledreportmenulink {
  background: url(../portal/images/icon_reports.png) no-repeat left -1px;
  color: #BBBBBB !important;
  cursor: default;
}

#InformationViewFrame {
  background-color: white;
}

20. Restart Windows service for QPR Suite, or clear QPR Portal templates cache (http://SERVERNAME/QPR20XX-1/Portal/QPR.Isapi.dll?QPRWAS&*cleartemplatecache). In addition, clear web browser’s cache.

21. Check that the detailed error message are enabled in IIS.

Web.config File Settings

QPR Reporting Add-on is configured using the C:\inetpub\wwwroot\QPRWebServicesExtensions\web.config file. The file has following settings in the configuration > appSettings section.

Attribute	Description
qprwebserviceaddress	QPR Web Service url address. This should point directly to QPR Web Service server’s port. The default port is 9002, but the actual port in use can be seen in QPR Configuration Manager (Common > Server locations > Web services server). Example: http://localhost:9002/QPR20XX-1/Portal/QPR.Isapi.dll/wsforward/mainservice.svc/wshttp Notes: It's recommended to use localhost as a hostname if the QPR Web Service Server is in the same computer. The address starts with http even if QPR environment uses https. Check the proper url path from QPR Portal address (QPR20XX-1 in the example). The path is QPR version specific by default. Validity of the address can be checked by opening the address in the server computer using browser without the ending /wshttp, e.g. http://localhost:9002/QPR20XX-1/Portal/QPR.Isapi.dll/wsforward/mainservice.svc. A page displaying You have created a service should open. Note that this address doesn't work in client computers (this is because localhost always references to that computer where the browser is running).
qprauthenticationmode	Determines how the Reporting Add-on authenticates users to QPR Web Service. There are following options: windows: Windows user making the request is used to authenticate to QPR Web Service. It’s advisable to use this authentication method if available. If the session id is provided (in the xsession parameter) while the windows authentication mode is used, the provided session id is not used. When this option is used, wcfsecuritymode must be message. Note that when using QPR Reporting Add-on with QPR UI, the setting cannot be used, because QPR UI connects to the Reporting Add-on using the user account which runs the Payara web server (not the person's user account). commonqprauthentication: Common QPR authentication is a mechanism where QPR products have been configured to trust each other in a way that when a user is authenticated to one of the products, the user is also authenticated to other QPR products as well. When common QPR authentication is in use, session id of the source QPR system is passed as a parameter to the Reporting Add-on. Note that the session id doesn't need to be the QPR Web Service session id, but the session id of any QPR product may be used. The xsession parameter is used to pass the common authentication session id. This options can be used when wcfsecuritymode is either none or message. Also the token authentication introduced in QPR Suite 2019.1 works with the commonqprauthentication setting. fixedcredentials: The defined user account is used for all access to QPR Web Service. The account's username and password are defined in the configuration (see settings username and password). Note that from the data security point of view this is not the best option, because users running the reports may see data that they don't see in their own account. If the session id is provided (in the xsession parameter), when the fixedcredentials authentication mode is used, the provided session id is used instead of authenticating using the fixed credentials. This options can be used when wcfsecuritymode is either none or message.
wcfsecuritymode	This setting defines which security settings are used by the QPR Web Service (i.e. whether the Windows authentication is in use). This setting must correspond to QPR Web Service settings (in C:\Program Files\QPR Software Plc\QPR 20XX.1 Servers\WebServices\web.config). Options: none: Use this when Windows authentication in the QPR Web Service is not in use. message: Use this when Windows authentication in the QPR Web Service is in use.
dprtemplatesphysicalpath	Folder in the file system where QPR PowerPoint Reports template files are located.
dwrtemplatesphysicalpath	Folder in the file system where QPR Word Reports template files are located.
dwvtemplatesphysicalpath	Folder in the file system where QPR Web Views template files are located.
installpath	Path for QPR Web Services Extensions binaries installation folder, which is by default C:\inetpub\wwwroot\QPRWebServicesExtensions. This information is needed by Expression language WebpageAsImage function.
templatecaching	Determines whether template files caching is enabled (true) or disabled (false). Template caching means that templates are read from file system to server memory when the IIS web application starts. When template caching is enabled, pages are processed faster and disk load as reduces. Template caching should be enabled for production environments. Template caching is usually be disabled for development work, so that changes in templates can be seen immediately in result pages. When template caching is disabled, all templates are read into memory every time, when a page is requested.
disallowedfunctions	Comma separated list of functions that are not allowed to be executed by the Reporting Add-On. There are some functions which are able to manipulate files in the server computer, and enabling those files may cause security issues. Function names must be written in lowercase.
loglevel	Possible values: None, Error, Information and Verbose.
qprwebapplicationname	Setting for Dynamic Web Views: Name of the QPR web application in IIS. This parameter is not mandatory, but it should be defined, as it can be used by html content to reference QPR resources published in IIS (such as images and css files).
reporttemplateparameter	Setting for Word reports: Defines the name of the parameter which passes the report template path. See chapter Working with Report Templates.
qprtemplateidparameter	Setting for Word reports: Parameter name which passes QPR’s Word report template object id. This can be used when the report templates are stored in QPR Portal (i.e. QPR system objects) (see chapter Working with Report Templates)
username	Password for QPR Suite when authenticationmode is fixedcredentials.
password	Password for QPR Suite when authenticationmode is fixedcredentials.
executionTimeout (in the httpRuntime tag)	Timeout for request processing in seconds. Usually there is no need to change this setting. The value should be increased if there are heavy requests which take time to run. Note that the timeout limit works as a protection when the processing never ends as a results of an error (this may be possible in e.g. recursive reports).

Installation Test

Do the following tests to confirm that QPR Reporting Add-on is working:

Open http://SERVERNAME/QPRWebServicesExtensions/ExpressionEngine.svc. The address starts with https instead of http, when also QPR Portal address starts with https. There should open a page stating You have created a service. If an internal server error (error code 500) with no error details is returned, test the url in the server, because in the server the error message has more details.
- If this works, the .Net application is running properly in IIS.
- If this doesn’t work, there is a problem with IIS settings or .Net installation.
Open QPR Web Services Tester, which is usually in http://SERVERNAME/QPR20XX-1/Portal/QPR.Isapi.dll/wsforward/servicetester.aspx. The SERVERNAME can be found in QPR Portal url address. The address starts with https instead of http, when also QPR Portal address starts with https.
Set valid credentials in the Authentication tab. Confirm that QPR Web Services is working by making a query using QPR Web Services Tester in the QueryObjects tab.
Check that the page contains RunExpression tab.
Query for example [UM].users like in the image below. When clicking QueryObjectsAsXml, the test is successful, if a text starting with <ResultsetHierarchy … appears. Note that your query results may be different than the results in the image. If this test doesn’t work, there is a problem with QPR Web Services.

6. Go to RunExpression tab, click Run using the expression it contains by default. It should return Ok (below the Run button). This confirms that the .Net application is running in IIS and the QPR Web Services connection works.

Running Multiple QPR Reporting Add-ons

It may be needed to run multiple QPR Reporting Add-on instances in the same server machine, e.g. when different versions or different QPR Reporting Add-on settings are needed. Running multiple QPR Reporting Add-on instances simultaneously is possible: Copy the QPRWebServicesExtensions folder with a different name to IIS root folder, and make all the settings made to the default folder to that folder. The other instance is referenced using the other folder name in URLs.

Troubleshooting Installation Issues

Issue	Resolution
Web browser returns Could not load type 'System.ServiceModel.Activation.HttpModule' from assembly 'System.ServiceModel, Version=3.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089'.	See the resolution here: https://support.microsoft.com/en-us/kb/2015129
Web browser returns: Memory gates checking failed because the free memory (nnn bytes) is less than x% of total memory. As a result, the service will not be available for incoming requests. To resolve this, either reduce the load on the machine or adjust the value of minFreeMemoryPercentageToActivateService on the serviceHostingEnvironment config element.	The reason for this error is that there is little free memory in the system, and thus the primary solution is to get more free memory in the system. It’s still possible to set the free memory limit to a lower level, but this may cause instability. To do that, find the setting minFreeMemoryPercentageToActivateService from the QPR Web Services Extensions’ web.config and set the limit lower (e.g. to 2). More information: https://msdn.microsoft.com/en-us/library/dn458357(v=vs.110).aspx
Web Server returns Request URL Too Long and HTTP Error 414. The request URL is too long.	Open IIS Management Console, open QPR Web Services Extensions, click Request Filtering, click Edit Feature Settings... and increase Maximum URL length (Bytes) setting (e.g. add two or three zeroes at the end).
Following errors are returned by Expression Engine tester: The message with Action 'http:// schemas.xmlsoap.org/ws/2005/02/trust/RST/ Issue' cannot be processed at the receiver, due to a ContractFilter mismatch at the EndpointDispatcher. This may be because of either a contract mismatch (mismatched Actions between sender and receiver) or a binding\security mismatch between the sender and the receiver. Check that sender and receiver have the same contract and the same binding (including security requirements, e.g. Message, Transport, None). Secure channel cannot be opened because security negotiation with the remote endpoint has failed. This may be due to absent or incorrectly specified EndpointIdentity in the EndpointAddress used to create the channel. Please verify the EndpointIdentity specified or implied by the EndpointAddress correctly identifies the remote endpoint.	The reason is the QPR Web Services and QPR Web Services Extensions WCF settings don’t match. Please check installation steps 3, 4 and 6.
When running a report, the following error appears: Requested registry access is not allowed. The type initializer for 'MS.Utility.EventTrace' threw an exception. Error in opening document - the document is not valid Office Open XML format	This is a user rights issue. Check that the Application Pool Identity is LocalSystem.
When opening QPR Web Services Tester, the following message appears: ... Redirecting to mainservice page ....	There may be a problem with IIS handler mappings. Tests with following settings: Remove C:\inetpub\wwwroot\web.config if it exists. Make a backup before deleting. Contents of C:\inetpub\wwwroot\qpr20XX-1\web.config should be <?xml version="1.0" encoding="UTF-8"?> <configuration> <system.webServer> <directoryBrowse enabled="false" /> <httpErrors> <clear /> </httpErrors> <handlers accessPolicy="Read, Execute, Script"> <remove name="AssemblyResourceLoader-Integrated-4.0" /> <remove name="AssemblyResourceLoader-Integrated" /> <remove name="AXD-ISAPI-4.0_64bit" /> <remove name="AXD-ISAPI-4.0_32bit" /> <remove name="AXD-ISAPI-2.0" /> <remove name="AXD-ISAPI-2.0-64" /> <remove name="PageHandlerFactory-ISAPI-4.0_64bit" /> <remove name="PageHandlerFactory-Integrated-4.0" /> <remove name="PageHandlerFactory-ISAPI-4.0_32bit" /> <remove name="PageHandlerFactory-Integrated" /> <remove name="PageHandlerFactory-ISAPI-2.0" /> <remove name="PageHandlerFactory-ISAPI-2.0-64" /> <remove name="svc-ISAPI-4.0_64bit" /> <remove name="svc-ISAPI-4.0_32bit" /> <remove name="svc-Integrated-4.0" /> <remove name="svc-ISAPI-2.0-64" /> <remove name="svc-ISAPI-2.0" /> <remove name="svc-Integrated" /> </handlers> </system.webServer> </configuration> Contents of C:\inetpub\wwwroot\qpr20XX-1\Portal\web.config should be <?xml version="1.0" encoding="UTF-8"?> <configuration> <system.webServer> <handlers accessPolicy="Read, Execute, Script" /> <directoryBrowse enabled="false" /> <defaultDocument> <files> <clear /> <add value="Default.htm" /> <add value="Default.asp" /> <add value="index.htm" /> <add value="index.html" /> <add value="iisstart.htm" /> <add value="default.aspx" /> <add value="QPR.Isapi.Dll" /> </files> </defaultDocument> </system.webServer> </configuration>

Uninstallation

Follow these steps to uninstall QPR Reporting Add-on:

In IIS Management Console click Remove for the QPRWebServicesExtensions web application (mouse secondary button).
Delete the web application’s folder C:\inetpub\wwwroot\QPRWebServicesExtensions in the disk.
Revert the original C:\Program Files\QPR Software Plc\QPR 20XX.1 Servers\WebServices\servicetester.aspx from release package.

QPR Reports Menu

QPR Reports Menu is a dropdown menu for QPR Suite Portal to open reports and web pages that can be referenced using urls. The menu is able to add context related information automatically to the url as parameters, such as model, diagram and object id. Report items in the menu are configured in the file C:\DWV templates\ReportsMenu\ReportsMenuConfiguration.xml (the location may vary).

Reports Configuration

Report items in the menu are configured in the file C:\DWV templates\ReportsMenu\ReportsMenuConfiguration.xml (note that your location may be different). The configuration is an xml file having a root tag reportsmenu and subtags menuitem for individual report items. The menuitem tag has menu item settings as subtags which are described in the following table.

Settings can be defined using static string values or expressions. If the value is defined using an expression following attribute is added to the settings tag: expression="true". Note that the setting tags must be in the order that they are defined in the following table. Settings that are not mandatory, can be left out.

Parameter	Description
reportname (string)	Visible name of the report in the dropdown menu.
reporturl (string)	Url to the report. Characters ? and & are automatically added to the end of the url if needed for appending url parameters. To build SSRS report urls, see http://msdn.microsoft.com/en-us/library/ms153586(v=sql.110).aspx.
availabletabs (string)	List of QPR Portal tabs where the report is available. Available tab names can be found in http://kb.qpr.com/qpr2017-1/index.html?getportalurl.htm (see "Also Portal internal view names..."). The tabs need to be defined in lower case. If this parameter is empty, the report is visible in all tabs. Following default tabs name are available: pgplugin_processmaps, pgplugin_navigator, pgplugin_actions, pgplugin_organizations, scplugin_scorecards, scplugin_strategymaps, scplugin_analysis, scplugin_navigator, scplugin_reports, scplugin_actions, discussion, byuser, bytime, actionanalysis
passparameters (string)	List of parameters that are passed to the external report (see available parameters in chapter Portal Context Parameters). Passed parameters may be restricted, because e.g. SSRS gives an error when parameters are passed that are not defined in the report.
order (integer)	An integer which determines order of reports in the menu. The reports are shown in the ascending order. If there are multiple reports with a same order number, the alphabetical order of the reportName parameter determines the ordering (secondary sorting).
waitanimation (boolean)	Determines whether to use animation while waiting report loading. This only works in the Word reports. Options true and false. The animation may only be used if the report access url has same DNS name and port than QPR Portal. This is because the disappearance of the animation is based on a cookie that is set by report providing server when the report is ready. When the cookie is received from the response of the report providing server, the loading animation is removed. If the loading animation doesn’t work correctly for any compatibility issue, disable it (set to false).
visibility (string)	Determines the visibility status of the report item in the menu. Available statuses are: visible: The report is visible and can be opened. disabled: The report is visible in the menu in a grey color, and it’s not openable. This status can be used to imply, that there is some condition preventing from running the report, such as the required type of element is not selected. hidden: The report item is not visible in the menu at all.
visiblemessage (string)	Tooltip text shows for visible report items when cursor is moved over the report item. The text may contain html code.
disabledmessage (string)	Tooltip text shown for disabled report items when cursor is moved over the report item. The text may contain html code.
accessrights (boolean)	Determines if user has access to see the report item as boolean value (“true” if there are rights to see the report item).
[OpenWindow parameters]	QPR Portal’s OpenWindow function parameters. These parameters determine e.g. size and position of the window. Available parameters: target (string) width (integer) height (integer) scroll (boolean) preventcaching (boolean) x (integer) y (integer)

Portal Context Parameters

The following table lists information that can be passed to reports as url parameters.

Parameter	Description
modelid	PD/EA or Metrics model id
diagramid	Diagram id (i.e. process level). Note that for the top diagram level, the id is "PG.<modelid>.0" which represents the model object.
objectid	Object in details pane.
tab	Name of the tab where the report is run.
zoom	Zoom percentage. Only available in PD/EA tabs.
viewid	View id
xsession	QPR Web Service session id. External report can use this to login to QPR Web Service.
currentuserid	Current user id.
scorecardid	Scorecard id. Only available in Metrics.
seriesid	Series id. Only available in Metrics.
periodid	Period id. Only available in Metrics.

Acknowledgements

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