Quest Knowledge Portal 2.11 - Install Guide

Introducing Quest Knowledge Portal

Microsoft SQL Server Reporting Services

Quest Knowledge Portal (QKP) was built on Microsoft SQL Server Reporting Services (SSRS) basis, further extending its functionality to meet Quest products users' needs.

Microsoft SQL Server Reporting Services is a server-based reporting platform that allows you to create and manage tabular, matrix, graphical, and free-form reports on data stored in the data sources (databases). You can also create ad hoc reports using predefined models and data sources. Reports that you create can be viewed and managed over your Internet or intranet connection using Microsoft Internet Explorer.

The reports you build using Reporting Services surpass traditional reporting by including interactive and Web-based features, such as:

  • Drill-down and drill-through reports that enable navigation through layers of data
  • Free-form reports that support content in vertical, nested, and side-by-side layouts, along with links to Web-based content or resources
  • Secure, centralized access to reports over remote or local Web connections
  • Automated delivery of reports through subscriptions

Knowledge Portal

Knowledge Portal extends Microsoft SQL Server Reporting Services capabilities to provide easy report management and delivery.

Knowledge Portal enables you to:

  • View the reports on data collected by Quest products
  • Easily apply filters to the reports
  • Facilitate data source management
  • Subscribe to the reports
  • Search through the report names and descriptions for the ones you need
  • Create custom reports using Report Builder and predefined report models
  • Organize the structure of the folders that reports are stored in
  • Easily apply the necessary properties (settings) to reports and folders
  • Modify report presentation on the fly (sorting order, fields visibility)

Knowledge Portal architecture is shown in the figure below.

What's Inside

The following components are involved in Knowledge Portal operation:

  1. Product database—SQL Server database storing data collected by the product (InTrust, Reporter, etc.); reports are generated on that data and RDL files (report definitions)
  2. SSRS DB—Reporting Services database storing information required for reporting (for example, .RDL files defining report structure)
  3. SSRS Web Service—main service that is responsible for report generation and delivery
  4. SSRS GUI—Report Manager, a component of Reporting Services that provides for configuration of reporting process (delivery options, scheduling, etc.) and report management (filtering, properties configuration, etc.)
  5. Knowledge Portal—web application designed to simplify report management tasks, providing user-friendly interface and enhanced functionality (for example, arrangement of reports and folders, property application for multiple reports, etc.). In fact, this is an add-in for SSRS; for some tasks, users are redirected to SSRS GUI (like exploring filtering parameters, changing data source name, etc.). Reports and other predefined product-specific objects are brought in by Report Packs (for example, Reporter Report Pack).
  6. Browser—Microsoft Internet Explorer used on the client computers to work with Knowledge Portal.

Knowledge Portal operation takes place as follows:

  1. Browser client interacts with the Knowledge Portal interface: a user connects toKnowledge Portal, selects a report to open, and clicks View Report.
  2. Knowledge Portal web application sends a request to SSRS web service—for this, an appropriate SSRS role is required for the account under which Knowledge Portal is running.
  3. SSRS web service turns to the database, gets the required data, and fills in the report fields, and returns the generated report to the Knowledge Portal web application to be finally displayed to the end user. To access the database, it is recommended to use the credentials stored on server. For details, refer to the Configuring Access Rights topic.
  4. Ready reports are delivered to users through scheduled subscriptions (sent by email, or stored to a file share)

Installation

System Requirements

Before installing Knowledge Portal, ensure that your system meets the following minimum hardware and software requirements.

Server Side

Platform
  • x64
  • x86 (where applicable)
Memory 512MB or more (1GB recommended)
Hard disk space

Min 50 MB

Operating system

Any of the following:

  • Microsoft Windows Server 2016
  • Microsoft Windows Server 2012 R2
  • Microsoft Windows Server 2012
  • Microsoft Windows Server 2008 R2
  • Microsoft Windows Server 2008
Additional software
  • Web server based on Microsoft Internet Information Services (IIS) 6.0 or later, with ASP.NET 4.6.2 or later
  • Microsoft.NET Framework 4.6.2 or later
  • Microsoft SQL Server Reporting Services—any of the following versions:
    • 2016
    • 2014
    • 2012
    • 2008 R2
    • 2008

Before you install Knowledge Portal on a computer running Windows Server 2012, you must do the following:

  1. Open Server Manager and select Local Server from the left pane.
  2. Then click Manage from the toolbar an select Add Roles and Features.
  3. The Add Roles and Features wizard opens. On the Select role services screen, select Web Server Role (IIS) | Role Services.
  4. In the feature list, expand Web Server (IIS) | Web Server | Security and select the Basic Authentication and Windows Authentication features.
  5. Then expand Web Server (IIS) | Web Server | Application Development and select the ASP.NET 4.6.2 feature.
  6. Complete the wizard.

If you plan to use a web server based on Microsoft IIS 6.0, make sure ASP extensions are allowed.

If you plan to use a web server based on Microsoft IIS 7.0, do the following:

  1. In the Control Panel, click Programs.
  2. Select Programs and Features | Turn Windows Features on or off.
  3. In the Windows Features dialog, select the Internet Information Services | Web Management Tools | IIS 6 Management Compatibility feature.

Before you install Knowledge Portal on a computer running Windows Server 2008, turn off User Account Control (UAC). Otherwise, the component will not install. Also, UAC must not be activated while Knowledge Portal is running.

You can use a local or remote installation of Microsoft SQL Server Reporting Services. For details, see the Connection to Knowledge Portal and Product Database topic.

Client Side

Screen resolution

Minimum 800x600 (1024x768 recommended)

Color depth

16 bit

Browser compatibility

Microsoft Internet Explorer 11.0

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