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Enterprise Reporter 3.2.1 - Installation and Deployment Guide

Product Overview Installation Considerations for Enterprise Reporter Installing and Configuring Enterprise Reporter Managing Your Enterprise Reporter Deployment Troubleshooting Issues with Enterprise Reporter Appendix: Database Content Wizard Appendix: Encryption Key Manager Appendix: Log Viewer

Upgrading a Database

The Enterprise Reporter database must be the same version as the Enterprise Reporter server. You can use the Database Wizard to upgrade your database outside of the installation process.

To upgrade an Enterprise Reporter database
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CAUTION: It is recommended that you back up your Enterprise Reporter database before beginning this process. You cannot undo this operation once it has started.
 
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NOTE: Once an upgrade has started, all connections to the database will be terminated and the database will be unavailable until the upgrade completes successfully.
1
If you are starting the Database Wizard from the Start menu, click the Start menu and select All Programs|Quest|Enterprise Reporter|Database Wizard and click Next.
- OR -
If the Database Wizard is already running, skip this step.
2
Choose Select/Upgrade Existing Database and click Next.
3
Enter the target SQL Server®.
You can either type the SQL Server® name or browse to it. If you browse, you will see all SQL Servers® in your subnet that are configured to advertise their presence. If you do not see your server on the list, you must type the name.
4
Confirm database name.
You can type a database name, or browse to find one. Enterprise Reporter validates that the database exists, and is a valid Enterprise Reporter database. If the Browse dialog box is empty, ensure the SQL Server® is correct. Or, try using different credentials, as only databases to which the current credentials have access are shown.
5
Confirm which type of authentication to use to connect to the SQL Server® and click Next.
Enterprise Reporter connects to the SQL Server® using Windows® authentication by default. If you want to connect using SQL credentials, enter them.
6
If the database is from a previous version of Enterprise Reporter, the database will automatically be upgraded. Confirm that you have created a backup of your database by selecting I understand and wish to continue, then click Next.
7
If the Domain Local security group type was not selected during the creation of the existing Enterprise Reporter Database, you will be asked to confirm that you wish to continue with the original security group type.
Using the Domain Local group type is recommended. For more information on security groups, see Security Groups in Enterprise Reporter .
8
If required, enter or browse to the domain of the Enterprise Reporter server’s service account.
9
Confirm or edit the names for the security groups and click Next.
10
Review the warning message and click OK to continue.
- OR -
Click Cancel to further modify the Security Group Types or the Security Group Names.
11
To complete the database upgrade, click Finish.
If errors occur during an upgrade, they are detailed at the end of the process. For more information, see Database Configuration Issues .
A task progress dialog is displayed during the upgrade process.
12
When the upgrade completes successfully, click OK to open the Encryption Key manager.
13
Select the Export Key option to create an encryption key backup file. For more information, see Exporting a Key File .
- OR -
Select the Import Key option to import an encryption key backup file. For more information, see Importing a Key File .

Deleting a Database

If you no longer want an Enterprise Reporter database, you can use the Database Wizard to remove it from the SQL Server®. You must have rights to remove a database.

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TIP: It is recommended that you do not delete the database currently in use by the server. If you delete the current database, the Enterprise Reporter server service cannot start, and you will be unable to open the Configuration Manager or the Report Manager. This option is intended for deletion of Enterprise Reporter databases no longer in use.
To delete a database using the Database Wizard
1
Click the Start menu and select All Programs|Quest|Enterprise Reporter|Database Wizard.
2
Click Next.
3
Select Remove Database.
4
Enter the SQL Server® where the database is stored.
You can either type the SQL Server® name or browse to it. If you browse, you will see all SQL servers in your subnet that are configured to advertise their presence. If you do not see your server on the list, you must type the name.
5
Enter or browse to the database to remove and click Next.
Enterprise Reporter uses the stored connection settings to connect to the SQL Server®. If you want to change the type of authentication or the SQL credentials, enter them before clicking Next.
Enterprise Reporter validates the SQL Server® and your right to remove a database on it before you can proceed to the next step.
6
Click Finish to remove the database.

Changing the Security Mode

You can use the Database Wizard to change the security mode of the SQL Server® where your database resides. SQL servers can use either Windows® authentication (Integrated mode), or Windows® and SQL authentication (Mixed mode). Changing the security mode may grant access to additional groups and revoke access from already configured groups, so you should exercise caution with this option.

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NOTE: If you change the security mode, it affects all databases on the SQL Server®, not just the Enterprise Reporter database. You must have adequate rights on the SQL Server® to make this change.

If you change the security mode to Windows®, any service configured to connect to the SQL Server® using SQL authentication will fail.

To change the security mode of the SQL Server®
1
Click the Start menu and select All Programs|Quest|Enterprise Reporter|Database Wizard.
2
Click Next.
3
Select Change Security Mode and click Next.
4
Enter the target SQL Server.
You can either type the SQL Server name or browse to it. If you browse, you will see all SQL Servers in your subnet that are configured to advertise their presence. If you do not see your server on the list, you must type the name.
5
Confirm database name.
You can type a database name, or browse to find one. Enterprise Reporter validates that the database exists, and is a valid Enterprise Reporter database. If the Browse dialog box is empty, ensure the SQL Server is correct. Or, try using different credentials, as only databases to which the current credentials have access are shown.
6
Confirm which type of authentication to use to connect to the SQL Server® and click Next.
Enterprise Reporter connects to the SQL Server using Windows authentication by default. If you want to connect using SQL credentials, enter them.
7
Change to the desired mode, and click Next.
8
Click Finish to change the security mode.
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NOTE: You must restart the SQL Server service for this change to take effect.

Changing the Connection to the Enterprise Reporter Database

Using the Select/Upgrade Existing Database option, you can:

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Switch to a different Enterprise Reporter database. The database must be properly configured as outlined in Configuring the Database and Security Groups . The database will be automatically upgraded if required, so ensure you back up before using this option.
•
Switch to a different server. This is useful if you have moved your database.
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NOTE: If you are moving your database to a different server, you should undeploy your nodes first, move the database, and then redeploy the nodes.For more information, see To change and save database connection information .
•
Change the credentials you are using to access the database. You can switch between Windows® (which uses the currently logged in credentials) and SQL. You can enter or update the SQL credentials as necessary.
•
Upgrade your database to a newer version of Enterprise Reporter. For more information, see Upgrading a Database .
* 
NOTE: It is recommended to complete the above actions on the computer running the Enterprise Reporter Service.
To change and save database connection information
1
On the computer hosting the Enterprise Reporter server, click the Start menu and select All Programs|Quest|Enterprise Reporter|Database Wizard.
2
Click Next.
3
Choose Select/Upgrade Existing Database, and click Next.
The Establish Connection page is populated with your existing database and server.
4
If desired, change the SQL Server® or database name.
5
If desired, change the authentication type, and provide a user name and password if necessary.
6
If desired, change security groups.
7
Click OK to accept the message.
8
Click Next.
9
Click Finish to close the wizard.
10
When the database has been selected successfully, click OK to open the Encryption Key manager.
11
Select the Export Key option to create an encryption key backup file. For more information, see Exporting a Key File .
- OR -
Select the Import Key option to import an encryption key backup file. For more information, see Importing a Key File .
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