Report Management System (RMS) 6.0.x

Transcription

1 Installation Instructions Report Management System (RMS) 6.0.x March 2015 Delivering the Moment

2 Publication Information 2015 Imagine Communications Corp. Proprietary and Confidential. Imagine Communications considers this document and its contents to be proprietary and confidential. Except for making a reasonable number of copies for your own internal use, you may not reproduce this publication, or any part thereof, in any form, by any method, for any purpose, or in any language other than English without the written consent of Imagine Communications. All others uses are illegal. This publication is designed to assist in the use of the product as it exists on the date of publication of this manual, and may not reflect the product at the current time or an unknown time in the future. This publication does not in any way warrant description accuracy or guarantee the use for the product to which it refers. Imagine Communications reserves the right, without notice to make such changes in equipment, design, specifications, components, or documentation as progress may warrant to improve the performance of the product. Trademarks Product names and other brands are trademarks or trade names of Imagine Communications or its subsidiaries. Microsoft and Windows are registered trademarks of Microsoft Corporation. All other trademarks and trade names are the property of their respective companies. Contact Information Imagine Communications has office locations around the world. For locations and contact information see: Support Contact Information For support contact information see: Support Contacts: ecustomer Portal: Imagine Communications Corp. Proprietary and Confidential

3 Contents Contents Introduction... 5 Preparation for RMS Installation & Configuration... 5 Installation Options... 5 RMS Host Server configuration... 6 SQL Server SQL Server 2008 R RMS File Installation & Configuration RMS Installation Files Install Default System Logo Install and Configure RMS Named Assemblies Microsoft SQL Server Microsoft SQL Server Html Viewer Stylesheet Modifications Configure RMS_SSRS_Installer.exe.config Modify RMS_SSRS_Installer.bat File RMS Web Service Installation & Configuration Initial Steps Create the RMS Web Service IIS IIS Validate the RMS Web Service IIS IIS RMS Check Avails Client and RMS Check Avails Contract Web Services Installation & Configuration Add Virtual directories for the reports IIS IIS RMS Report Permissions Configure RMS within the Web Service NovarConfig.xml Configuration Chart Overview NovarConfig.xml Configuration Preparation NovarConfig.xml Structure NovarConfig.xml Configuration Steps Main NovarConfig.xml Configuration Chart NovarConfig.xml Configuration Chart for Snapshot Capable Reports NovarConfig.xml Configuration Chart for Data Driven Subscription Capable Reports RMS SSRS Installation & Configuration Imagine Communications Corp. Proprietary and Confidential Page i of 160

4 Contents Preparation Install and Build the RMS Catalog Review the.log File Remediate SOAP Exceptions Due to Existing Data Driven Subscriptions Configure Custom XML Datasource Connection RMS UI Installation & Configuration Run the Setup.Exe Modify RMS UI Configuration Post Installation and Configuration Uninstall Appendices Appendix A RMS System Information, Installation & Permissions Worksheet Appendix B - Troubleshooting common errors Appendix C - RMS Upgrade within Version For SQL Server For SQL Server Imagine Communications Corp. Proprietary and Confidential Page ii of 160

5 Introduction Introduction This document provides step-by-step instructions for installing and configuring the Imagine Communications Corp. Report Management System (RMS). It is anticipated that Imagine Communications Support will work directly with the customer to perform these steps. The installation must occur in the correct order as follows: 1. RMS Web Service Installation and Configuration. 2. RMS SSRS Installation. 3. RMS UI Configuration. Preparation for RMS Installation & Configuration Installation Options Two installation options are supported: 1. UI installed on a Server (to support inside or outside domain access). a. Installation without Terminal Services. Only 2 concurrent users. Only within domain. b. Installation with Terminal Services. 1 license per concurrent user. Supports access within domain only. c. Installation with Citrix. 1 Terminal Services license per concurrent user 1 Citrix License per concurrent user Supports access inside/outside of domain Note: 2015 Imagine Communications Corp. Proprietary and Confidential Page 5 of 160

6 RMS Host Server configuration UI, terminal services, and Citrix, as a default, are installed on the RMS Server. Wherever the UI is installed, terminal services and Citrix must be installed on same server. 2. UI installed on Local Workstation (to support domain access only). a. UI installed and configured on each workstation. b. Workstation must be XP. c. Must modify rms.winui.exe.config on each workstation. d. No remote users (i.e., outside domain). Prior to RMS installation and configuration, confirm that the customer has completed the following: 1. The intended RMS users have been defined as Novar users via the Novar Sentry Setup functions. Permissions will be assigned through Active Directory Groups so do not need to be assigned here. 2. Active Directory Groups have been defined for the intended RMS users. 3. The Novar database(s) to which RMS will be connected has been predetermined and noted. 4. The name and IP address of the server which will host RMS has been predetermined and noted. 5. Client has completed the RMS Installation Survey (Appendix A). RMS Host Server configuration SQL Server 2003 These assumptions must be validated for the customer s server which will host the RMS application. The following are required: 1. Service Pack 1 to Microsoft SQL Server 2003 is installed on the hosting server. The instructions included in this document assume that the hosting server currently has a default configuration. 2. SQL Server 2005 Enterprise edition with Database Engine and Reporting Services are installed on the hosting server Imagine Communications Corp. Proprietary and Confidential Page 6 of 160

7 RMS Host Server configuration 3. In IIS, set up a second Application Pool to be used by the SQL Reporting Services. (Different versions of.net applications cannot process in the same Application Pool.) Right click on the Application Pools folder, select New, then click Application Pool. Enter the name of the Application Pool, click OK Imagine Communications Corp. Proprietary and Confidential Page 7 of 160

8 RMS Host Server configuration 4. Ensure that ASP.NET v , ASP.NET v and Active Server Pages are allowed in Web Service Extensions under Websites. If ASP.NET v is not shown, Go to Start > run and type C:\WINDOWS\Microsoft.NET\Framework\v \aspnet_regiis.exe -i (The exact path may differ in some installations, but this is the typical path.) 5. Configure the SQL Reporting Services. Open the Reporting Services Configuration Manager 6. For initial installations, click Connect to connect to the server. 7. Click Start to start the Reporting services and begin the process Imagine Communications Corp. Proprietary and Confidential Page 8 of 160

9 RMS Host Server configuration 2015 Imagine Communications Corp. Proprietary and Confidential Page 9 of 160

10 RMS Host Server configuration 8. Click on the Report Server Virtual Directory on the left pane. Click on New to create a new virtual directory. 9. Enter ReportServer for the Virtual directory and leave the Website as Default Web Site. Click OK Imagine Communications Corp. Proprietary and Confidential Page 10 of 160

11 RMS Host Server configuration 10. Click to add a check to Apply default settings, then click Apply Imagine Communications Corp. Proprietary and Confidential Page 11 of 160

12 RMS Host Server configuration Click Report Manager Virtual Directory in the left pane, then click New for Name. 11. Leave the Website as the Default Web site and enter Reports for the Virtual Directory. Click OK Imagine Communications Corp. Proprietary and Confidential Page 12 of 160

13 RMS Host Server configuration 12. If not already configured, add a check to Apply Default Settings, then click Apply. 13. Accept default values for Windows Service Identity Imagine Communications Corp. Proprietary and Confidential Page 13 of 160

14 RMS Host Server configuration The Application Pools for Report Server will be different for Report Server and Report Manager from RMS Web Services. Using the drop down window, select the name of the additional Application Pool created for the Report Server and Report Manager, as shown in the second window below. Click Apply Imagine Communications Corp. Proprietary and Confidential Page 14 of 160

15 RMS Host Server configuration 14. Click on Database Setup in the left pane. Ensure that the RMS server is specified in the Server Name box. Click New for Database Name. The new Database Name should be ReportServer. Enter login credentials for the sa Account Name. Click Apply Click OK on the Login Credentials 2015 Imagine Communications Corp. Proprietary and Confidential Page 15 of 160

16 RMS Host Server configuration Change to: 2015 Imagine Communications Corp. Proprietary and Confidential Page 16 of 160

17 RMS Host Server configuration Click on Initialization in the left pane. If Initialization has not been applied, click in the box for Initialize, then click Initialize. When initialization is complete, click Apply Imagine Communications Corp. Proprietary and Confidential Page 17 of 160

18 RMS Host Server configuration 15. Click on Settings in the left pane. Enter the desired Sender Address and the SMTP Server address. Click Apply Imagine Communications Corp. Proprietary and Confidential Page 18 of 160

19 RMS Host Server configuration SQL Server 2008 R2 These assumptions must be validated for the customer s server which will host the RMS application. The following are required: 1. Service Pack 1 to Microsoft SQL Server 2008 is installed on the hosting server. The instructions included in this document assume that the hosting server currently has a default configuration. 2. SQL Server 2008 R2 Enterprise edition with Database Engine and Reporting Services are installed on the hosting server Imagine Communications Corp. Proprietary and Confidential Page 19 of 160

20 RMS Host Server configuration In IIS, set up a second Application Pool to be used by the SQL Reporting Services. (Different versions of.net applications cannot process in the same Application Pool.) 2015 Imagine Communications Corp. Proprietary and Confidential Page 20 of 160

21 RMS Host Server configuration Steps to create Application Pool in IIS 1. Choose Start Run and type inetmgr to launch the Internet Information Services (IIS) Right-click Application Pools and select Add Application Pool to add the Report Server application pool Imagine Communications Corp. Proprietary and Confidential Page 21 of 160

22 RMS Host Server configuration 3. Enter the required information in the following fields: In the Name field, enter ReportServer From the.net Framework version drop-down list, select.net Framework v In the Managed pipeline mode drop-down field, ensure Integrated is selected and Start application pool immediately check box is checked. Click OK. 4. Right-click Application Pools and select Add Application Pool to add a Reports application pool Imagine Communications Corp. Proprietary and Confidential Page 22 of 160

23 RMS Host Server configuration 5. Enter the required information in the following fields: In the Name field, enter Reports From the.net Framework version drop-down list, select.net Framework v In the Managed pipeline mode drop-down field, ensure Integrated is selected and Start application pool immediately check box is checked. Click OK. Steps to create Report Server Virtual Directory 6. In the IIS Manager, expand Sites, right-click Default Web site, and select Add Virtual Directory to display the Add Virtual Directory dialog box Imagine Communications Corp. Proprietary and Confidential Page 23 of 160

24 RMS Host Server configuration 7. In the Alias field, enter Report Server and in the Physical path field select the path to the Report Server folder and click OK. Physical Path: C:\Program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting Services\ReportServer Note: The path specified in Physical path will vary based on the location in which the Report Server folder is located by the user. 8. Right-click the Report Server virtual directory and select Convert to Application to display the Add Application dialog box Imagine Communications Corp. Proprietary and Confidential Page 24 of 160

25 RMS Host Server configuration The Add Application dialog box is displayed Imagine Communications Corp. Proprietary and Confidential Page 25 of 160

26 RMS Host Server configuration 9. In the Application pool field, click Select to display the Select Application Pool dialog box. 10. From the Application pool drop-down list, select ReportServer to change the application pool and click OK. 11. In the Add Application dialog box, click OK Imagine Communications Corp. Proprietary and Confidential Page 26 of 160

27 RMS Host Server configuration Follow the same instructions as specified for Report Server to create Reports virtual directory and application pool using the below mentioned details: Virtual Directory: Reports Physical path: C:\Program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting Services\ReportManager Application pool: Reports 2015 Imagine Communications Corp. Proprietary and Confidential Page 27 of 160

28 RMS Host Server configuration 12. On the home screen, double-click ISAPI and CGI Restrictions. 13. Ensure that ASP.NET v , ASP.NET v and Active Server Pages are allowed Imagine Communications Corp. Proprietary and Confidential Page 28 of 160

29 RMS Host Server configuration Note: If any specific ASP version is not allowed, select the required ASP version and on the right-hand side of the IIS Manager, in the Actions pane, click Allow to change the restriction status. Report Server Configuration 1. Configure the SQL Reporting Services and launch the Reporting Services Configuration Manager Imagine Communications Corp. Proprietary and Confidential Page 29 of 160

30 RMS Host Server configuration 2. For initial installations, click Connect to connect to the Report Server. a. Ensure that the server name is displayed. If the server name is not displayed, specify the server name. b. From the Report Server Instance drop-down list, select MSSQLSERVER and click Connect Imagine Communications Corp. Proprietary and Confidential Page 30 of 160

31 RMS Host Server configuration 3. Click Start to start the Reporting services and begin the process Imagine Communications Corp. Proprietary and Confidential Page 31 of 160

32 RMS Host Server configuration 4. On the left-hand side of the window, in the navigation pane, click Service Account to display the Service Account screen, select the Use built-in account radio button and select Network Service Imagine Communications Corp. Proprietary and Confidential Page 32 of 160

33 RMS Host Server configuration 5. In the navigation pane, click Web Service URL to display the Web Service URL screen, enter the following details as displayed in the screenshot below and click Apply. Virtual Directory: ReportServer IP Address: All Assigned (Recommended) TCP Port: The port number specified in the ReportServer webservice in IIS. SSL Certificate: (Not Selected) Ensure that the URL is created in the format; Example: Imagine Communications Corp. Proprietary and Confidential Page 33 of 160

34 RMS Host Server configuration 6. In the navigation pane, click Database. Click Change Credentials to change the database credentials Imagine Communications Corp. Proprietary and Confidential Page 34 of 160

35 RMS Host Server configuration 7. In the Change Credentials screen, on the right-hand side, from the Authentication Type drop-down list, select Current User Integrated Security and click Next Imagine Communications Corp. Proprietary and Confidential Page 35 of 160

36 RMS Host Server configuration 8. Click Credentials, from the Authentication Type drop-down list, select SQL Server Credentials, enter the User name and Password of the sa account and click Next Imagine Communications Corp. Proprietary and Confidential Page 36 of 160

37 RMS Host Server configuration 9. In the Summary section, click Next Imagine Communications Corp. Proprietary and Confidential Page 37 of 160

38 RMS Host Server configuration 10. In the Progress and Finish section, click Finish Imagine Communications Corp. Proprietary and Confidential Page 38 of 160

39 RMS Host Server configuration 11. Ensure that the Database credentials have been added in the Current Report Server Database Credential section of the Report Server Database screen Imagine Communications Corp. Proprietary and Confidential Page 39 of 160

40 RMS Host Server configuration 12. In the navigation pane, click Report Manager URL and specify the Virtual Directory as Reports and click Apply. Ensure that the URL is listed in the format; Example: 2015 Imagine Communications Corp. Proprietary and Confidential Page 40 of 160

41 RMS Host Server configuration 13. Click Settings in the navigation pane and enter the desired Sender Address and SMTP Server. Click Apply Imagine Communications Corp. Proprietary and Confidential Page 41 of 160

42 RMS Host Server configuration 14. In the Scale-out Deployment section, ensure that the Status column in the table is updated as Joined and click Exit Imagine Communications Corp. Proprietary and Confidential Page 42 of 160

43 RMS File Installation & Configuration RMS File Installation & Configuration RMS Installation Files All RMS installation files are located in the \Install\Report Management System path created with the CopyNovar process. Validate that this path contains the following five folders: 1....\ Install\Report Management System\CheckAvailsByClientXMLDataSource The contents of this folder are used to create the Check Avails by Client reports \ Install\Report Management System\CheckAvailsByContractXMLDataSource The contents of this folder are used to establish the Check Avails by Contract reports \ Install\Report Management System\RMSWebServices The contents of this folder are used to establish the RMS web service \ Install\Report Management System\SSRS The contents of this folder are used to create the RMS catalog of reports \ Install\Report Management System\UI The contents of this folder include the RMS user interface. NOTE: The RMS Gatekeeper 3rd Party Billing function requires a separate software license. Copy the Report Management System folder and sub-folders from the path found above to the desired path on the RMS server, such as D:\Report Management System Imagine Communications Corp. Proprietary and Confidential Page 43 of 160

44 RMS File Installation & Configuration Install Default System Logo 1. From Windows Explorer, go to the RMSWebServices folder and create an Images folder. 2. Copy the DefaultLogo.gif file from \ Install\Report Management System to the RMSWebServices\Images folder. 3. This file may be replaced by any.gif file with the same name (DefaultLogo.gif) for use as the customer's RMS default system logo. 4. Dimensions for the image may be 1 height and between 2 to 6 width. 5. It is recommended that the DefaultLogo.gif file contain the customer's logo plus return address, telephone number, etc. because it will appear in the upper left corner of all RMS reports including the customer's client facing reports such as the Contract Confirmation, Contract Data, Sales Confirmation, and reprinted Billing documents (Invoices, Affidavits, and Co-Op Scripts) as shown in the following example. NOTE: The above logo example is outlined in aqua for illustration purposes only Imagine Communications Corp. Proprietary and Confidential Page 44 of 160

45 RMS File Installation & Configuration Install and Configure RMS Named Assemblies Microsoft SQL Server Ensure that the following four files exist in the...\\report Management System\SSRS folder: a. HEB.Core.dll b. Novar.Core.dll c. RMS.Core.dll d. RMS.Processing.dll 2. On the RMS hosting server, locate the Microsoft SQL Server 2005 folder named...\program Files\Microsoft SQL Server\MSSQL.x\Reporting Services\ReportServer\bin. a. Depending on the configuration of Microsoft SQL Server, the x may be a 2 or a 3 ; use the 3 if it exists. b. Copy (do not simply move) the four files listed above into this folder. For version upgrades when the files already exist, replace them with the new version. 3. On the RMS hosting server, locate the Microsoft SQL Server 2005 configuration file named...\program Files\Microsoft SQL Server\MSSQL.x\ Reporting Services\ReportServer\rssrvpolicy.config. 4. Right click on rssrvpolicy.config. 5. Select Open With and select Notepad. 6. Insert the following CodeGroup permission node as the second to last CodeGroup section (HINT: Find quickly using the Find function and RMS.Processing.dll). a. If doing a version upgrade, this node may already exist and may only need to be modified. b. The text within the Url= \RMS.Processing.dll attribute of the <IMembershipCondition/> element must exactly match the path where the four files were copied in step 2 above, including the drive designation. c. For example, if SQL Server is installed on the C: drive, the path to enter in the Url= attribute would be C:\Program Files\Microsoft SQL Server\MSSQL.x\ Reporting Services\ReportServer\bin\RMS.Processing.dll. d. Ensure the x reflects 2 or 3, as is appropriate for the MSSQL.x selected in step 2 above. Permission node to be inserted or modified. <CodeGroup class="unioncodegroup" version="1" PermissionSetName="FullTrust" Name="RMS.Processing" Description="RMS Parameter processing routines"> <IMembershipCondition 2015 Imagine Communications Corp. Proprietary and Confidential Page 45 of 160

46 RMS File Installation & Configuration class="urlmembershipcondition" version="1" Url="X:\Microsoft SQL Server\MSSQL.x\Reporting Services\ReportServer\bin\RMS.Processing.dll" /> </CodeGroup> 7. See the following screen print for where this CodeGroup permission node must be inserted. Only the bottom portion of the rssrvpolicy.config is shown. 8. Save the modifications to rssrvpolicy.config and close Notepad Imagine Communications Corp. Proprietary and Confidential Page 46 of 160

47 RMS File Installation & Configuration Microsoft SQL Server Ensure that the following four files exist in the...\\report Management System\SSRS folder: a) HEB.Core.dll b) Novar.Core.dll c) RMS.Core.dll d) RMS.Processing.dll 2. On the RMS hosting server, locate the Microsoft SQL Server 2008 folder named..:\program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting Services\ReportServer\bin. a) Depending on the configuration of Microsoft SQL Server, MSRS10_50.MSSQLSERVER folder may change. b) Copy (do not simply move) the four files listed above into this folder. For version upgrades when the files already exist, replace them with the new version. 3. On the RMS hosting server, locate the Microsoft SQL Server 2005 configuration file named.....:\program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\ Reporting Services\ReportServer\rssrvpolicy.config. 4. Right click on rssrvpolicy.config. 5. Select Open With and select Notepad. 6. Insert the following CodeGroup permission node as the second to last CodeGroup section (HINT: Find quickly using the Find function and RMS.Processing.dll). a) If doing a version upgrade, this node may already exist and may only need to be modified. b) The text within the Url= \RMS.Processing.dll attribute of the <IMembershipCondition/> element must exactly match the path where the four files were copied in step 2 above, including the drive designation Imagine Communications Corp. Proprietary and Confidential Page 47 of 160

48 RMS File Installation & Configuration c) For example, if SQL Server is installed on the C: drive, the path to enter in the Url= attribute would be C:\Program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting \RMS.Processing.dll. Services\ReportServer\bin <CodeGroup class="unioncodegroup" version="1" PermissionSetName="FullTrust" Name="RMS.Processing" Description="RMS Parameter processing routines"> <IMembershipCondition class="urlmembershipcondition" version="1" Url=" C:\Program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting Services\ReportServer\bin \RMS.Processing.dll" /> </CodeGroup> 7. See the following screen print for where this CodeGroup permission node must be inserted. Only the bottom portion of the rssrvpolicy.config is shown. 8. Save the modifications to rssrvpolicy.config and close Notepad Imagine Communications Corp. Proprietary and Confidential Page 48 of 160

49 RMS File Installation & Configuration Html Viewer Stylesheet Modifications 1. Open the... \SSRS folder copied to the RMS hosting server. 2. Copy the file RMSHtmlViewer.css to the C:\Program Files\Microsoft SQL Server\MSSQL.x\ Reporting Services\ReportServer\Styles folder. 3. Browse for the file RSReportserver.config in C:\Program Files\Microsoft SQL Server\MSSQL.x\ Reporting Services\ReportServer. 4. Open the file with Notepad. 5. Add the following line at the top of the file, below the <Configuration> element (do not add the.css extension to the stylesheet name): Note: This line may already exist. See following screen print (partial top portion only). <HTMLViewerStyleSheet>RMSHtmlViewer</HTMLViewerStyleSheet> 6. Save and close the file. Configure RMS_SSRS_Installer.exe.config 1. Open the... \SSRS folder copied to the RMS hosting server. 2. Right click on RMS_SSRS_Installer.exe.config. 3. Select Open With and select Notepad. 4. Modify the IP address to match the server name of the reporting services server in the two areas which are red outlined below Imagine Communications Corp. Proprietary and Confidential Page 49 of 160

50 RMS File Installation & Configuration 5. Save and close Notepad. Modify RMS_SSRS_Installer.bat File 1. Right click on RMS_SSRS_Installer.bat. 2. Select Edit. The notepad will open. 3. This file contains the domain\username. 4. After the u, enter the customer s domain\username. The username must be an administrator on the server. 5. After the p, enter the password for the customer s administrator username entered in step Add a space and log (dash log) after the password Step 4 to automatically Step 5 save Step the 6 installation log to a flat file in the SSRS folder. This is very valuable if errors are encountered when the.bat file is run in the next step because it will provide error details to help troubleshoot. 7. Save the modifications and close the Notepad. 8. Open the RMSWebServices folder on the server hosting the RMS web service. 9. Right click on Web.config, select Open With, and then choose Notepad. 10. The Notepad will open with the default configuration. A partial screen print of what appears in the Notepad, with the modification areas outlined in red, is shown below. 11. The string <add key= NovarConfigUr1 > must be modified. Change the IP address to the IP address of the reporting services server. Do not change any other part of the URL, only the IP address. 12. The string <add key= ReportServerRootUrl > must be modified. Change the IP address to the IP address of the reporting services server. Do not change any other part of the URL, only the IP address Imagine Communications Corp. Proprietary and Confidential Page 50 of 160

51 RMS Web Service Installation & Configuration 13. Save the changes and close Notepad. RMS Web Service Installation & Configuration Initial Steps 1. Permissions need to be set for the RMSWebServices folder, on the RMS hosting server. a. Domain Users must be set with both Read and Execute permissions, at minimum, in order to be established in the security on the RMS web service local path. This will allow the users to access the RMS application. b. Right click on the RMSWebServices folder and select Sharing and Security. Access the Security tab and set the permissions Imagine Communications Corp. Proprietary and Confidential Page 51 of 160

52 RMS Web Service Installation & Configuration Create the RMS Web Service IIS 6.0 The next steps are to actually create the RMS web service on the hosting server. 1. Right-click on My Computer and then a. Select Manage. b. Expand the Services and Applications node. c. Expand the Internet Information Services (IIS) Manager. d. Expand the Web Sites node. e. Right click the Default Web Site node. f. Select New. g. Click on Virtual Directory and then the Virtual Directory Creation Wizard appears. 2. Click Next in the wizard 3. In the Alias field, enter RMSWebServices (case sensitive) and click Next. 4. In the Path field, the local path to the RMSWebServices folder must be entered. It is strongly recommended that the Browse function be used to locate and enter the Path in order to avoid any errors Imagine Communications Corp. Proprietary and Confidential Page 52 of 160

53 RMS Web Service Installation & Configuration 5. Click Next and then the Virtual Directory Access Permissions screen will be displayed. Check the boxes, Read. and Run scripts (such as ASP).. 6. Check the boxes Read and Run scripts (such as ASP). 7. Click Next and then click Finish. 8. The RMSWebServices node should now appear under the Default Web Site node, which is on the newly created RMS web service. IIS 7.5 The next steps are to actually create the RMS web service on the hosting server. 1. Right-click My Computer and then: a. Select Manage. b. Expand the Services and Applications node. c. Expand the Internet Information Services (IIS) Manager Imagine Communications Corp. Proprietary and Confidential Page 53 of 160

54 RMS Web Service Installation & Configuration d. Expand the Web Sites node. e. Right-click the Default Web Site node. f. Select New. g. Click Virtual Directory to display the Add Virtual Directory dialog box Imagine Communications Corp. Proprietary and Confidential Page 54 of 160

55 RMS Web Service Installation & Configuration 2. In the Alias field, enter RMSWebServices (case sensitive) and in the Physical path field, enter the local path to the RMSWebServices folder and click OK. Note: It is strongly recommended to use the Browse function to locate and enter the path to avoid any errors. 3. In the Internet Information Services (IIS) Manager window, expand Default Web Site, right-click RMSWebServices and select Convert to Application Imagine Communications Corp. Proprietary and Confidential Page 55 of 160

56 RMS Web Service Installation & Configuration 4. In the Application pool field, click Select to display the Select Application Pool dialog box, select ReportServer, and click OK. Validate the RMS Web Service 2015 Imagine Communications Corp. Proprietary and Confidential Page 56 of 160

57 RMS Web Service Installation & Configuration IIS Launch the Internet Information Services (IIS) Manager, right-click each of the 3 web services folders and select Properties. Perform this one folder at a time. 2. Go to the ASP.NET tab. 3. Validate that the ASP.Net version is set to the correct version for each one. The correct version for each is listed below: a. Reports b. ReportServer RMSWebServices If any versions are not correct, modify them and click OK. 6. For the RMSWebServices web service, verify that the following documents are enabled on the Documents tab. a. Default.htm b. Default.asp c. index.htm d. iisstart.htm e. Default.aspx 7. If any are not enabled, add/modify them and click OK Imagine Communications Corp. Proprietary and Confidential Page 57 of 160

58 RMS Web Service Installation & Configuration 2015 Imagine Communications Corp. Proprietary and Confidential Page 58 of 160

59 RMS Web Service Installation & Configuration 8. For the RMSWebServices web service, access the Directory Security tab. 9. In the Authentication and access control section, click the Edit button Imagine Communications Corp. Proprietary and Confidential Page 59 of 160

60 RMS Web Service Installation & Configuration 10. The Authentication Methods screen will appear after clicking the Edit button: a. Validate that Enable anonymous access is checked. b. Validate that the User name and Password are set to the default Internet account (they should default in). Note: This account will be different for each customer site. c. In the Authenticated access section, validate that Integrated Windows authentication is also checked. 11. If any are not as expected, modify them and click OK Imagine Communications Corp. Proprietary and Confidential Page 60 of 160

61 RMS Web Service Installation & Configuration 2015 Imagine Communications Corp. Proprietary and Confidential Page 61 of 160

62 RMS Web Service Installation & Configuration 12. The Web Site sometimes runs as the user NETWORK SERVICE. Also, anonymous access to the site runs as the default Internet Account (in this example IUSR_GRRDEVSQL2K5). Under some operating systems these accounts do not automatically have access to the Web.Config and NovarConfig.xml file. If this is the case for the system that you are configuring, do the following: a. From windows explorer, right-click each file (e.g. for the RMSWebServices Web Service) and select Properties. b. Go to the Security tab. c. Under Group or user names, click Add Imagine Communications Corp. Proprietary and Confidential Page 62 of 160

63 RMS Web Service Installation & Configuration d. The Select Users, Computers, or Groups screen will appear. e. In the Enter the object names to select field, enter the name of the computer running the web service, a back-slash ( \ ) and the name Network Service. f. Click the Check Names button and validate that the name changed to the underlined NETWORK SERVICE, which means it is a recognized name. g. Click OK to accept the change and return to the Properties window. h. Confirm that the Network Service user has all access permissions except Full Control and Special Permissions, then click OK again. i. Go back and add the default internet account as well. j. In the Select Users, Computers, or Groups screen, enter the name of the computer running the web service, a back-slash ( \ ), and the name of the internet account. It will be different at each customer site. In this example, it is IUSR_GRRDEVSQL2K5. k. Click the Check Names button and validate that the name changed to the underlined name, which indicates that it is a recognized name. l. Click OK to accept the change and return to the Properties window. m. Confirm that the internet account user has all access permissions except Full Control and Special Permissions, then click OK again Imagine Communications Corp. Proprietary and Confidential Page 63 of 160

64 RMS Web Service Installation & Configuration IIS Select Handler Mappings and on the right-hand side of the Internet Information Services IIS Manager window, in the Actions pane, click Open Feature Imagine Communications Corp. Proprietary and Confidential Page 64 of 160

65 RMS Web Service Installation & Configuration 2. Select ASPClassic and in the Actions pane, click Edit Feature Permissions to display the Edit Feature Permissions dialog box. 3. Check the Read, Script, and Execute check boxes and click OK Imagine Communications Corp. Proprietary and Confidential Page 65 of 160

66 RMS Web Service Installation & Configuration Select RMSWebServices and under the IIS section, double-click Default Document Imagine Communications Corp. Proprietary and Confidential Page 66 of 160

67 RMS Web Service Installation & Configuration Note: In the Actions pane, click Enable to enable the disabled documents. When the documents are enabled, the user has the option to disable the documents by clicking the Disable option in the Actions pane. Also, the users can add or modify documents using the features in the Actions pane. 4. From the RMSWebServices Home section, double-click Authentication Imagine Communications Corp. Proprietary and Confidential Page 67 of 160

68 RMS Web Service Installation & Configuration 5. Right-click Anonymous Authentication and Window Authentication and select Enable to enable authentication. 6. Select RMSWebService and on the right-hand side of the screen, double-click Request Filtering Imagine Communications Corp. Proprietary and Confidential Page 68 of 160

69 RMS Web Service Installation & Configuration 7. In the Actions pane, click Allow File Name Extension. 8. In the File name extension field, enter.config and click OK Imagine Communications Corp. Proprietary and Confidential Page 69 of 160

70 RMS Web Service Installation & Configuration 9. Select the Hidden Segments tab. 10. Right-click Web.config and select Remove Imagine Communications Corp. Proprietary and Confidential Page 70 of 160

71 RMS Web Service Installation & Configuration 11. Select RMSWebService and double-click MIME Types. 12. In the Actions pane, click Add to display Add MIME Type dialog box Imagine Communications Corp. Proprietary and Confidential Page 71 of 160

72 RMS Web Service Installation & Configuration 13. In the File name extension field, type.config and in the MIME type field, type text/xml and click OK. Granting Permission to Network Service and Internet Account Users The Website sometimes runs as the user NETWORK SERVICE. Also, anonymous access to the site runs as the default Internet Account (in this example IUSR_GRRDEVSQL2K5). Under some operating systems, these accounts do not automatically have access to the Web.Config and NovarConfig.xml files. If this is the case for the system that you are configuring, perform the following: 1. Right-click RMSWebServices and select Edit Permissions Imagine Communications Corp. Proprietary and Confidential Page 72 of 160

73 RMS Web Service Installation & Configuration 2. Select the Security tab Imagine Communications Corp. Proprietary and Confidential Page 73 of 160

74 RMS Web Service Installation & Configuration 3. Under the Group or user names section, click Edit to display the Permissions for RMSWebServices dialog box Imagine Communications Corp. Proprietary and Confidential Page 74 of 160

75 RMS Web Service Installation & Configuration 4. In the Permissions for RMSWebServices dialog box, under the Group or user names section, click Add to display the Select Users, Computers, or Groups dialog box. 5. In the Enter the object names to select field, enter the name Network Service Imagine Communications Corp. Proprietary and Confidential Page 75 of 160

76 RMS Web Service Installation & Configuration 6. Click the Check Names button to ensure that the name has been updated and underlined as a recognized name and click OK to accept the change and return to the Permissions for Web dialog box. 7. Ensure that the NETWORK SERVICE user has all access permissions except Full Control and Special Permissions, and click OK Imagine Communications Corp. Proprietary and Confidential Page 76 of 160

77 RMS Web Service Installation & Configuration Full control unchecked Special permissions unchecked 2015 Imagine Communications Corp. Proprietary and Confidential Page 77 of 160

78 RMS Web Service Installation & Configuration 8. Click Add to add the Internet Account. 9. In the Select Users, Computers, or Groups dialog box, as displayed in step 5, enter the name of the computer running the web service, suffixed with a back-slash ( \ ), and the name of the Internet Account. Note: The Internet Account will differ for every customer site. In this instance, it is IUSR_GRRDEVSQL2K Click the Check Names button to ensure that the name has been recognized and click OK to navigate to the Permissions for Web dialog box 11. Ensure that the Internet Account user has all access permissions except Full Control and Special Permissions, and click OK Imagine Communications Corp. Proprietary and Confidential Page 78 of 160

79 RMS Check Avails RMS Check Avails Client and RMS Check Avails Contract Web Services Installation & Configuration The steps defined in this section will install the RMS Check Avails Client and RMS Check Avails Contract Web Services. Add Virtual directories for the reports IIS Open Internet Information Services (IIS) Manager, right-click Default Web site and select New and Virtual Directory to display the Virtual Directory Creation Wizard dialog box. 2. Click Next. 3. Enter the Alias, which must be CheckAvailsByClientXMLDataSource 2015 Imagine Communications Corp. Proprietary and Confidential Page 79 of 160

80 RMS Check Avails 4. To minimize the likelihood of mistyping, browse to the location of the CheckAvailsByClientXMLDataSource folder and select the folder. Click Next Imagine Communications Corp. Proprietary and Confidential Page 80 of 160

81 RMS Check Avails 5. Ensure that Read and Run scripts are checked. Click Next Imagine Communications Corp. Proprietary and Confidential Page 81 of 160

82 RMS Check Avails 6. From the IIS screen, right click on the CheckAvailsByClientXMLDataSource virtual directory then select properties. Click the Documents tab. Add the Content page avails.asmx to the list of documents and click OK. Delete the other content pages, so that only avails.asmx remains. Highlight the item to be removed and click the Remove button. 7. Repeat the above steps to create a virtual directory for CheckAvailsByContract report using the following information: Alias name: CheckAvailsByContractXMLDataSource Path name: \CheckAvailsByContractXMLDataSource Permissions to Read and Run scripts Default content page name: CheckAvailsByContract.asmx The steps defined in this section will install the RMS Check Avails Client and RMS Check Avails Contract Web Services Imagine Communications Corp. Proprietary and Confidential Page 82 of 160

83 RMS Check Avails IIS Open Internet Information Services (IIS) Manager, right-click Default Web Site, and select Add Virtual Directory, as performed for RMS Web Services. 2. For Check Avails Client, in the Alias field, enter the text CheckAvailsByClientXMLDataSource Imagine Communications Corp. Proprietary and Confidential Page 83 of 160

84 RMS Check Avails 3. In the Physical path field, click the button to browse to the location of the CheckAvailsByClientXMLDataSource folder, select the folder and click OK Imagine Communications Corp. Proprietary and Confidential Page 84 of 160

85 RMS Check Avails 4. Right-click CheckAvailsByClientXMLDataSource and select Convert to Application to display the Add Application dialog box Imagine Communications Corp. Proprietary and Confidential Page 85 of 160

86 RMS Check Avails 5. In the Application pool field, select ReportServer and click OK. 6. In the CheckAvailsByClientXMLDataSource Home pane, under the IIS section, click Default Document and from the Actions pane on the right-hand side of the window, click Open Feature to navigate to the Default Document pane Imagine Communications Corp. Proprietary and Confidential Page 86 of 160

87 RMS Check Avails 7. Right-click and select Add to display the Add Default Document dialog box. 8. In the Name text box, enter the content page name and click OK Imagine Communications Corp. Proprietary and Confidential Page 87 of 160

88 RMS Check Avails 9. Delete the other content pages except avails.asmx. 10. Right-click the name and select Remove to remove the document Imagine Communications Corp. Proprietary and Confidential Page 88 of 160

89 RMS Check Avails 11. In the Confirm Remove message box, click Yes to accept removal. 12. Observe that only avails.asmx is displayed. Note: Repeat the above steps to create a virtual directory for CheckAvailsByContract report using the following information: Alias name: CheckAvailsByContractXMLDataSource Physical path name: \CheckAvailsByContractXMLDataSource Default Content Page name: CheckAvailsByContract.asmx 2015 Imagine Communications Corp. Proprietary and Confidential Page 89 of 160

90 RMS Check Avails RMS Report Permissions Permissions to access RMS reports are assigned by Active Directory Groups. Each RMS user must be a previously defined Novar user for the database(s) to which the RMS system will be connected. Also, each RMS user must be assigned to an Active Directory Group. Users do not need to be assigned access to Novar other than being entered into the Novar system. #Appendix A RMS Permissions Worksheet contains a worksheet template to assist with defining Active Directory Groups. The RMS users assigned to an Active Directory Group(s) will be given permission (by Active Directory Group) to access RMS folders, sub-folders, and reports during the process of configuring the NovarConfig.xml. Permissions for accessing RMS folders and reports can be defined in several ways: Active Directory Group(s) can be assigned permission to access all RMS report folders, sub-folders, and their related reports. Active Directory Group(s) can be assigned permission to access only specific RMS report folders, sub-folders, and the reports in these folders. Active Directory Group(s) can be assigned permission to access only specific RMS subfolders and the reports in these sub-folders. Active Directory Group(s) can be assigned permission to access only one or more specific RMS Reports. By default, members of the NovarAdmin Active Directory Group have access to all RMS folders, sub-folders, and RMS reports. An RMS Report Permissions Worksheet must be completed and approved by the customer s business leadership prior to actually installing RMS. This information is required and will be utilized during the process to configure the NovarConfig.xml. Configure RMS within the Web Service This section relates to configuring RMS within the web service by configuring NovarConfig.xml for the customer. Each RMS system is shipped with a default NovarConfig.xml file that must be customized for each RMS customer. The default file will contain nodes for all RMS functionality and is usually a copy of the development NovarConfig.xml. Configuring NovarConfig.xml defines for RMS, the customer s domain, site, data source, Novar database, data driven subscriptions, and the RMS report folders, sub-folders, and reports plus which Active Directory Groups have access to which report folders, sub-folders, and reports. When the RMS SSRS installation is performed later, NovarConfig.xml is used to create the RMS catalog structure and includes the reports within that structure. Therefore, the reports defined in the NovarConfig.xml will appear in the RMS Navigator panel. The NovarConfig.xml also defines the RMS catalog security for the Active Directory Groups Imagine Communications Corp. Proprietary and Confidential Page 90 of 160

91 RMS Check Avails IMPORTANT NOTE: If the customer has not purchased a separate software license for the RMS Gatekeeper 3rd Party Billing functionality, do not define it in the NovarConfig.xml. If it is defined in the default NovarConfig.xml that you receive, remove these nodes. Along with assistance from Imagine Communications Support, the customer is responsible for defining the configuration item entries. The configuration definitions will be unique for each RMS customer. Imagine Communications Support is responsible for making all modification entries to the configuration in NovarConfig.xml. An overview of the NovarConfig.xml Configuration Chart, configuration preparation notes, a description of the NovarConfig.xml structure, a depiction of the initial steps, and the main NovarConfig.xml Configuration Chart are included in this section to assist with understanding how to configure NovarConfig.xml in order to achieve the customer's desired results for RMS. After the main NovarConfig.xml Configuration Chart, two additional charts are presented. The first one provides additional detail for Snapshot capable reports and the second one for Data Driven Subscriptions. NovarConfig.xml Configuration Chart Overview Each step in the main NovarConfig.xml Configuration Chart is numbered. Many steps require that you make multiple configuration modifications/entries. The content of the Configuration Entries column in the NovarConfig.xml Configuration Chart will closely resemble the default NovarConfig.xml received with RMS 5.14 software. The example entry modifications that are required for a customer's unique environment are highlighted by bold red font. The example entry modifications where there are multiple entry options are highlighted by blue font. These options are also listed and described. Normal black font means that the configuration is being shown for information purposes only and must not be modified. The information in the Explanation column of the NovarConfig.xml Configuration explains the entries that need to be modified for the customer's specific requirements. This information is also intended to provide the installer with an understanding of how the system will use the unique entries that will be made for the customer. The Active Directory Group (ADG) names in the chart are examples only. The customer is not required to use these ADG names. The example ADG names are Business, Sales, and Traffic. IMPORTANT NOTE: The NovarConfig.xml Configuration Chart provides example XML nodes and entries for all RMS reports available in version 6.0. If you are using this document to configure an earlier version, some nodes will not apply Imagine Communications Corp. Proprietary and Confidential Page 91 of 160

92 RMS Check Avails 2015 Imagine Communications Corp. Proprietary and Confidential Page 92 of 160

93 RMS Check Avails NovarConfig.xml Configuration Preparation It is recommended that Imagine Communications Support and the customer review the NovarConfig.xml Configuration Chart to predetermine the customer's unique entries. The RMS Report Permissions Worksheet will be used throughout this process to assign the desired ADG's to the desired folders, sub-folders, and report names. NOTE: Subscription and History sub-folders are not configured; they are automatic. Every report will automatically have a Subscription sub-folder. These are not shown for every report in the screen print below. Only Snapshot reports will automatically have a History sub-folder. The order of the RMS folders, sub-folders, and report names may not be modified. Therefore, the NovarConfig.xml lists them in this order. The following screen print provides a view of the RMS 6.0 navigator panel to show what an RMS user with access to all RMS reports will see. A few report names are outlined in red Imagine Communications Corp. Proprietary and Confidential Page 93 of 160

94 RMS Check Avails Sub-folders Folders 2015 Imagine Communications Corp. Proprietary and Confidential Page 94 of 160

95 RMS Check Avails NovarConfig.xml Structure The XML node structure MUST NOT be modified, except for the following purposes: 1. Creating additional nodes when more than one Novar database is to be connected to RMS. The example in the NovarConfig.xml Configuration Chart depicts one database. Additional definitions for additional Novar databases may be added and must include all configuration elements and valid entries from and including the <MenuItem SiteLabel="& ADS_CITY_514"> tag (see step 3) through and including the </MenuItem> tag (see step 13 in the main NovarConfig.xml Configuration Chart). Each additional Novar database would be added at the next line immediately after </MenuItem> (see step 13) and before </DataSetMenu> (see step 14). 2. Including more Active Directory Group <GroupPrefix> tags and/or for <GroupName> tags may be required by the customer. They may be added for each folder, subfolder, and report. The following is an example of two ADG's. If more than two are required, they can be added as needed. 3. Removing the nodes that define one or more RMS report, Snapshot reports, and/or Data Driven Subscriptions may be necessary if the customer does not want to use that RMS functionality and the report should not appear in the RMS Navigator pane. IMPORTANT NOTE: As stated previously, if the customer has not purchased a separate software license for the RMS XML Composite functionality, remove these nodes if the default NovarConfig.xml contains them. IMPORTANT NOTE: The NovarConfig.xml Configuration Chart does not present the nodes in the correct format from an indentation perspective. Also some blank lines have been added for readability. When adding a definition node(s), use the tab key to correctly align the additions and do not include blank lines Imagine Communications Corp. Proprietary and Confidential Page 95 of 160

96 RMS Check Avails NovarConfig.xml Configuration Steps It is strongly recommended that you make a copy of the NovarConfig.xml file prior to beginning these steps in the event you wish to view the default file or need to start over. Save this copy with a different name in a different location. If you need to use it to start over, copy it and rename it to NovarConfig.xml. 1. Go to the RMSWebServices folder on the server hosting the RMS web service. 2. Open the folder and right click on NovarConfig.xml. 3. Select Open With and Notepad, then the default NovarConfig.xml configuration will appear. 4. Make modifications to the configuration entries per the customer s requirements. 5. When all steps are complete, save the modifications, and then close the Notepad window. You may want to make a backup copy. The backup copy must be given a different name Imagine Communications Corp. Proprietary and Confidential Page 96 of 160

97 RMS Check Avails Main NovarConfig.xml Configuration Chart # Configuration Entries for RMS (Entries to be modified for the customer are in red font) 1 <?xml version="1.0" encoding="utf-8"?> <NovarConfiguration> <LastRunDateTime></LastRunDateTime> <SSRSRootPath>/RMS V6.0 QA</SSRSRootPath> <DomainName>BROADBANDRMS</DomainName> 2 <FileShareUnc>\\gdrcitrix\ExportedRMSReports\FileShares</File ShareUnc> 3 <DataSetMenu> <MenuItem SiteLabel="& ADS_CITY_514"> Explanation Do Not Modify. Do Not Modify. Do Not Modify. Change. This entry must contain the top directory for the SSRS catalog. Change. This entry must contain the customer's domain name. Change. This entry must contain the location of the customer s fileshare folder(s). Fileshare is an option created in a subscription for RMS reports. Change. This entry must contain the Novar database site label. It will appear in RMS Data Sources. Name it the database name. 4 <SiteName>ADS_CITY_60</SiteName> Change. This entry must uniquely identify the Novar database site. Name it the database name. 5 <DataSourceName>ABC_XY_60DataSource</Data SourceName> Change. This entry must be the Site Name. 6 <ServerName>GRRQASQL2K</ServerName> Change. This entry must be the IP address of the Server hosting Novar database or the SQL name (i.e. GRRQASQL2k) of the database. Get from the Novar.ini. 7 <DatabaseName>ABC_XY_60</DatabaseName> Change. This entry must be the actual name of the Novar database in the SQL server referenced in the above entry. 8 <UserName>sa</UserName> This must be the default Novar database admin account and should not be changed. Validate via the Novar.ini, and then change if different from this example. 9 <Password>SHZJ1XZIJPZNLO</Password> Change. This entry must be the Novar database server admin account encrypted password. Get the password from the Novar.ini. 1 0 <ADSiteGroup> <GroupPrefix>N1</GroupPrefix> Change. This entry must correspond to the Novar database site prefix for 2015 Imagine Communications Corp. Proprietary and Confidential Page 97 of 160

98 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) </MenuItem> </DataSetMenu> <SecurityPolicy> <GroupName>NovarAdmin</GroupName > <ADSiteGroup> <ADSiteGroup> <GroupPrefix>N3</GroupPrefix> <GroupName>NovarAdmin</GroupName > </ADSiteGroup> <CatalogItem NodeType="Folder"> <ItemPath></ItemPath> <ItemName>Accounting</ItemName> <ADGroupName> <GroupName>Business</GroupName> </ADGroupName> </CatalogItem> <CatalogItem NodeType="Folder"> <ItemPath>/Accounting</ItemPath> <ItemName>Aging Reports</ItemName> RMS Check Avails Explanation the Active Directory group s (ADG) prefix, for the ADG which requires access to this Novar database per the RMS Report Permissions Worksheet. This is case sensitive. Change. This entry must correspond to the Novar database site prefix for the ADG prefix that must have access to all RMS reports per the RMS Report Permissions Worksheet. This is case sensitive. Change. This entry must correspond to the Novar database site prefix for the ADG prefix, for the ADG which requires access to this Novar database per the RMS Report Permissions Worksheet. Change. This entry must correspond to the Novar database site prefix for the ADG prefix that must have access to all RMS reports per the RMS Report Permissions Worksheet. This is case sensitive. Do Not Modify. The entries below <SecurityPolicy> define which ADG's have permission to access which RMS folders, subfolders, and reports. They also define the RMS catalog which builds the RMS Navigator panel. Do Not Modify. This entry defines the Accounting Folder in the catalog. Change. This entry contains the ADG name which should have access to all reports in the Accounting folder. In this example, the Business ADG is intended to have access to all reports in the Accounting folder. This is case sensitive. Do Not Modify. This entry defines the RMS Aging Reports sub-folder in the catalog. <ADGroupName> <GroupName>Sales</GroupName> 2015 Imagine Communications Corp. Proprietary and Confidential Page 98 of 160

99 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) </ADGroupName> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Accounting/Aging Reports</ItemPath> <ItemName>Aged Accounts Receivable - Long</ItemName> <SourceName>AgingNormal.rdl</SourceName> <CacheHours>4</CacheHours> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method=" "> <XmlConnectString> <XmlReportNameParam>AgedAccountsReceivable</XmlReportNa meparam> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> RMS Check Avails Explanation Change. This entry is the ADG name which should have access to the reports in the Aging Reports subfolder. In this example, the Sales ADG is intended to have access to all Aging Reports in the Aging Reports sub-folder. This is case sensitive. Do Not Modify. This defines the Aged Accounts Receivable Long report in the catalog. Change. This is an example of where the customer wants the Traffic ADG to only have access to the Aged Accounts Receivable Long report. This is case sensitive. The following define a Data Driven Subscription for the Aged Accounts Receivable - Long report to be delivered daily via . Do Not Modify. True = forces a refresh of the Data Driven Subscription definition (start/stop dates). A Schedule Entry is Required: Sets how often the subscription runs. Entry options: Daily, Weekly, and Monthly. A Method Entry is Required: It sets the Type of subscription. Entry options: and FileShare. Change: Modify the connect string. This entry identifies the server hosting the RMS web service. Troubleshooting Tip: Depending on the customer's environment, entering the server name may result in a successful Data Driven 2015 Imagine Communications Corp. Proprietary and Confidential Page 99 of 160

100 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) </DeliveryFields> <DeliveryFields> <FieldName>AEID</FieldName> <FieldAlias>AEID</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>AEGroup</ParameterName> <FieldAlias>AEID</FieldAlias> </ReportParameters> </DataDrivenSubscription> </CatalogItem> 1 <CatalogItem NodeType="Report"> 9 <ItemPath>/Accounting/Aging Reports</ItemPath> <ItemName>Aged Accounts Receivable - Short</ItemName> <SourceName>AgingNormal_Narrow.rdl</SourceName> <CacheHours>4</CacheHours> 2 0 <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method=" "> RMS Check Avails Explanation Subscription. However, the entry may need to be an IP address if the server name does not result in the Data Driven Subscription being successful. Do Not Modify. This defines the Aged Accounts Receivable Short report in the catalog. This is an example of where the customer does not want a specific ADG to only have access to this specific report. Because the Business ADG has access to all reports in the Accounting folder and the Sales ADG has access to all reports in the Aging Reports subfolder, both ADG's will have access to the Aged Accounts Receivable Short report. Optional: If the customer wants a specific ADG to only have access to the Aged Accounts Receivable Short report, an <ADGroupName> node could be added here. The following define a Data Driven Subscription for the Aged Accounts Receivable - Short report to be delivered daily via . Do Not Modify. True = forces a refresh of the Data Driven Subscription definition (start/stop dates). A Schedule Entry is Required: Defines how often the subscription runs. Entry options: Daily, Weekly, and Monthly Imagine Communications Corp. Proprietary and Confidential Page 100 of 160

101 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <DataDrivenSubscription ForceUpdate="true"> <XmlConnectString> DDSWebService.asmx/CreateDeliveryDataSource</XmlConnectStri ng> <XmlReportNameParam>AgedAccountsReceivable</XmlRe portnameparam> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>AEID</FieldName> <FieldAlias>AEID</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>AEGroup</ParameterName> <FieldAlias>AEID</FieldAlias> </ReportParameters> </DataDrivenSubscription> </CatalogItem> RMS Check Avails Explanation A Method Entry is Required: Defines the Type of subscription. Entry options: and FileShare. Change: Modify the connect string. Identifies the server hosting the RMS web service. It may need to be an IP address <CatalogItem NodeType="Folder"> <ItemPath>/Accounting</ItemPath> <ItemName>Aging Reports - Snapshots</ItemName> </CatalogItem> <CatalogItem NodeType="LinkedReport"> <ItemPath>/Accounting/Aging Reports - Snapshots</ItemPath> <ItemName>Aged Accounts Receivable - Long Snapshot</ItemName> <SourceName>/Accounting/Aging Reports/Aged Accounts Receivable - Long</SourceName> </CatalogItem> <CatalogItem NodeType="LinkedReport"> <ItemPath>/Accounting/Aging Reports - Snapshots</ItemPath> <ItemName>Aged Accounts Receivable - Short Snapshot</ItemName> <SourceName>/Accounting/Aging Reports/Aged Accounts Receivable - Short</SourceName> </CatalogItem> Do Not Modify. This defines the Aging Reports Snapshot sub-folder in the catalog. Do Not Modify. This defines the Aged Accounts Receivable Long Snapshot in the catalog. Do Not Modify. This defines the Aged Accounts Receivable Short Snapshot in the catalog Imagine Communications Corp. Proprietary and Confidential Page 101 of 160

102 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) 2 <CatalogItem NodeType="Folder"> 4 <ItemPath></ItemPath> <ItemName>Billing</ItemName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> <ADGroupName> <GroupName>Business</GroupName> </ADGroupName> </CatalogItem> 2 5 <CatalogItem NodeType="Report"> <ItemPath>/Billing</ItemPath> <ItemName>Invoice</ItemName> <SourceName>Invoice.rdl</SourceName> <CacheHours>0</CacheHours> <Hidden>true</Hidden> </CatalogItem> RMS Check Avails Explanation Do Not Modify. This entry defines the Billing Folder in the catalog. Change. This entry contains the ADG(s) which should have access to all reports in the Billing folder. In this example, the Traffic and Business ADG's are intended to have access to all reports in the Billing folder. If the customer desires for only one ADG have this access, one of the <ADGroupName> nodes would be deleted. This is case sensitive. Do Not Modify <CatalogItem NodeType="Report"> <ItemPath>/Billing</ItemPath> <ItemName>Invoice4A</ItemName> <SourceName>Invoice4A.rdl</SourceName> <CacheHours>0</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Billing</ItemPath> <ItemName>CoOp</ItemName> <SourceName>CoOp.rdl</SourceName> <CacheHours>0</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Billing</ItemPath> <ItemName>Affidavit</ItemName> <SourceName>Affidavit.rdl</SourceName> <CacheHours>0</CacheHours> <Hidden>true</Hidden> Do Not Modify. Do Not Modify. Do Not Modify Imagine Communications Corp. Proprietary and Confidential Page 102 of 160

103 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) </CatalogItem> RMS Check Avails Explanation <CatalogItem NodeType="Report"> <ItemPath>/Billing</ItemPath> <ItemName>Reprint 4A Invoices</ItemName> <SourceName>Reprint4AInvoice.rdl</SourceName> <CacheHours>0</CacheHours> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Billing</ItemPath> <ItemName>Reprint Billing Documents</ItemName> <SourceName>ReprintBillingDocuments.rdl</SourceName> <CacheHours>0</CacheHours> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Billing</ItemPath> <ItemName>Gatekeeper 3 rd Party Billing</ItemName> <SourceName>CompositeXML.rdl</SourceName> <CacheHours>0</CacheHours> </CatalogItem> <CatalogItem NodeType="Folder"> <ItemPath></ItemPath> <ItemName>Contracts</ItemName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>Client Spot Listing</ItemName> <SourceName>ClientSpotListing.rdl</SourceName> <CacheHours>2</CacheHours> <ADGroupName> <GroupName>Sales</GroupName> </ADGroupName> </CatalogItem> Do Not Modify. Do Not Modify. Possible change: If the customer did not purchase the separate software license for the Gatekeeper 3 rd Party Billing, this node should be removed. If the customer did purchase it, there are no changes required. However, it is highly likely that the customer will want to assign a specific ADG, such as Traffic, to have access to this special RMS functionality. Do Not Modify. This entry defines the Contracts Folder in the catalog. Change. This entry contains the ADG(s) which should have access to all reports in the Contracts folder. In this example, the Traffic ADG is intended to have access to all reports in the Contracts folder. This is case sensitive. Do Not Modify. This entry defines the Client Spot Listing Report in the catalog. Change. This entry contains the ADG(s) which should have access to 2015 Imagine Communications Corp. Proprietary and Confidential Page 103 of 160

104 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) 3 4 <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>AnticipatedBilling</ItemName> <SourceName>AnticipatedBilling.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> RMS Check Avails Explanation the Client Spot Listing report. In this example, the Sales ADG is intended to have access to the Client Spot Listing report. This is case sensitive. Do Not Modify <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>AnticipatedBillingNarrow</ItemName> <SourceName>AnticipatedBillingNarrow.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ConlineDetail</ItemName> <SourceName>ConlineDetail.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ConlineDetailNarrow</ItemName> <SourceName>ConlineDetailNarrow.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractAdCopyList</ItemName> <SourceName>ContractAdCopyList.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> Do Not Modify. Do Not Modify. Do Not Modify. Do Not Modify. 3 <CatalogItem NodeType="Report"> Do Not Modify Imagine Communications Corp. Proprietary and Confidential Page 104 of 160

105 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) 9 <ItemPath>/Contracts</ItemPath> <ItemName>ContractDataAnticipatedBilling</ItemName> <SourceName>ContractDataAnticipatedBilling.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> RMS Check Avails Explanation <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractDataAnticipatedBillingNarrow</ItemName> <SourceName>ContractDataAnticipatedBillingNarrow.rdl</Source Name> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractDataDetail</ItemName> <SourceName>ContractDataDetail.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractDataDetailNarrow</ItemName> <SourceName>ContractDataDetailNarrow.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath <ItemName>ContractDataHeader</ItemName> <SourceName>ContractDataHeader.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractDataHeaderNarrow</ItemName> <SourceName>ContractDataHeaderNarrow.rdl</SourceName> <CacheHours>4</CacheHours> Do Not Modify. Do Not Modify. Do Not Modify. Do Not Modify. Do Not Modify Imagine Communications Corp. Proprietary and Confidential Page 105 of 160

106 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <Hidden>true</Hidden> </CatalogItem> RMS Check Avails Explanation <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractDataOptCopyList</ItemName> <SourceName>ContractDataOptCopyList.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractDataPEMGDetail</ItemName> <SourceName>ContractDataPEMGDetail.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractDataSummary</ItemName> <SourceName>ContractDataSummary.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractHeader</ItemName> <SourceName>ContractHeader.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractHeaderNarrow</ItemName> <SourceName>ContractHeaderNarrow.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> Do Not Modify. Do Not Modify. Do Not Modify. Do Not Modify. Do Not Modify. Do Not Modify Imagine Communications Corp. Proprietary and Confidential Page 106 of 160

107 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <ItemName>ContractSpotList</ItemName> <SourceName>ContractSpotList.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> RMS Check Avails Explanation 5 1 <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>ContractSpotListNarrow</ItemName> <SourceName>ContractSpotListNarrow.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> Do Not Modify <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>SignatureBlock</ItemName> <SourceName>SignatureBlock.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>SignatureBlockNarrow</ItemName> <SourceName>SignatureBlockNarrow.rdl</SourceName> <CacheHours>4</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>Contract Confirmation</ItemName> <SourceName>ContractConfirmation.rdl</SourceName> <CacheHours>0</CacheHours> <ADGroupName> <GroupName>Sales</GroupName> </ADGroupName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> Do Not Modify. Do Not Modify. Do Not Modify. This entry defines the Contract Confirmation report in the catalog. Change: Modify the ADG(s) per the customer's requirements. This is case sensitive. The following define a Data Driven Subscription for the Contract 2015 Imagine Communications Corp. Proprietary and Confidential Page 107 of 160

108 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method=" "> <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDeliveryDataS ource</xmlconnectstring> <XmlReportNameParam>ContractConfirmation</XmlReportName Param> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>ConID</FieldName> <FieldAlias>ConID</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>NameOfFile</FieldName> <FieldAlias>NameOfFile</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>Contract</ParameterName> <FieldAlias>ConID</FieldAlias> </ReportParameters> RMS Check Avails Explanation Confirmation report to be delivered daily via . Change: Modify the Schedule and Method per the customer's requirements for the Data Driven Subscription. See Step 21 for entry options. Change: Modify the connect string server name. <ReportParameters> <ParameterName>Numeric_Min0Max10000</ParameterN ame> <FieldAlias>LineRevisionCutoff</FieldAlias> </ReportParameters> 5 5 The following define a Data Driven Subscription for the Contract Confirmation report to be delivered daily to a fileshare location. </DataDrivenSubscription> <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method="FileShare"> Change: Modify the Schedule and Method per the customer's requirements for the Data Driven Subscription. See Step 21 for entry 2015 Imagine Communications Corp. Proprietary and Confidential Page 108 of 160

109 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <FileShareParameters> <Path>\\FileServer\X$\ExportedRMSReports\FileShares</ Path> <RenderFormat>PDF</RenderFormat> <WriteMode>OverWrite</WriteMode> </FileShareParameters> <XmlConnectString> ebservice.asmx/createdeliverydatasource</xmlconnectstring> <XmlReportNameParam>ContractConfirmation</XmlReportName Param> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>ConID</FieldName> <FieldAlias>ConID</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>NameOfFile</FieldName> <FieldAlias>NameOfFile</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>Contract</ParameterName> <FieldAlias>ConID</FieldAlias> </ReportParameters> <ReportParameters> <ParameterName>Numeric_Min0Max10000</ParameterN ame> <FieldAlias>LineRevisionCutoff</FieldAlias> </ReportParameters> </DataDrivenSubscription> </CatalogItem> RMS Check Avails Explanation options. Change: Modify fileshare path. Change: Modify the RenderFormat and WriteMode per the customer's requirements. A RenderFormat entry is required. It defines the type of report file that should be created. Entry Options: EXCEL, PDF, IMAGE, MHTML, CSV, HTML4.0, HTML3.2, XML A WriteMode entry is required. It defines what the subscription should do when the file is found to already exist. Entry Options: None, OverWrite, and AutoIncrement. None means do not overwrite and the newly generated report will not be saved in the file share location. Overwrite means that the existing file will be overwritten. Auto Increment means that an incrementing number will be added to the file name each time it generates so that previously generated DDS reports will not be overwritten. Change: Modify the connect string server name. 5 6 <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>Sales Confirmation - Long</ItemName> <SourceName>SalesConfirmation.rdl</SourceName> <CacheHours>0</CacheHours> <ADGroupName> <GroupName>Sales</GroupName> </ADGroupName> Do Not Modify. This entry defines the Contract Confirmation report in the catalog. Change: Modify the ADG(s) per the 2015 Imagine Communications Corp. Proprietary and Confidential Page 109 of 160

110 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> 5 7 <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method=" "> RMS Check Avails Explanation customer's requirements. This is case sensitive. The following define a Data Driven Subscription for the Sales Confirmation report to be delivered daily via . Change: Modify the Schedule and Method per the customer's requirements for the Data Driven Subscription. See Step 21 for entry options. 5 8 <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDeliveryDataS ource</xmlconnectstring> <XmlReportNameParam>SalesConfirmation</XmlReportNamePara m> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>ConID</FieldName> <FieldAlias>ConID</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>NameOfFile</FieldName> <FieldAlias>NameOfFile</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>Contract</ParameterName> <FieldAlias>ConID</FieldAlias> </ReportParameters> <ReportParameters> <ParameterName>Numeric_Min0Max10000</ParameterN ame> <FieldAlias>LineRevisionCutoff</FieldAlias> </ReportParameters> </DataDrivenSubscription> <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Change: Modify the connect string server name. The following define a second Data Driven Subscription for the Sales Confirmation report to be delivered daily to a fileshare location. Change: Modify the Schedule and 2015 Imagine Communications Corp. Proprietary and Confidential Page 110 of 160

111 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) Method="FileShare"> <FileShareParameters> <Path>\\ gdrcitrix\x$\exportedrmsreports\fileshares </Path> <RenderFormat>PDF</RenderFormat> <WriteMode>OverWrite</WriteMode> </FileShareParameters> <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDeliveryDataS ource</xmlconnectstring> <XmlReportNameParam>SalesConfirmation</XmlReportNamePara m> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>ConID</FieldName> <FieldAlias>ConID</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>NameOfFile</FieldName> <FieldAlias>NameOfFile</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>Contract</ParameterName> <FieldAlias>ConID</FieldAlias> </ReportParameters> <ReportParameters> <ParameterName>Numeric_Min0Max10000</ParameterN ame> <FieldAlias>LineRevisionCutoff</FieldAlias> </ReportParameters> </DataDrivenSubscription> </CatalogItem> RMS Check Avails Explanation Method per the customer's requirements for the Data Driven Subscription. See Step 21 for entry options. Change: Modify fileshare path. Change: Modify the RenderFormat and WriteMode. See Step 56 for entry options. Change: Modify the connect string server name. 5 9 <CatalogItem NodeType="Report" <ItemPath>/Contracts</ItemPath <ItemName>Sales Confirmation - Short</ItemName> <SourceName>SalesConfirmationNarrow.rdl</SourceName> <CacheHours>0</CacheHours> <ADGroupName> <GroupName>Sales</GroupName> Do Not Modify. This entry defines the Sales Confirmation Short report in the catalog Imagine Communications Corp. Proprietary and Confidential Page 111 of 160

112 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) </ADGroupName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> </CatalogItem> RMS Check Avails Explanation Change: Modify the ADG(s) per the customer's requirements. This is case sensitive <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath <ItemName>Contract Data - Long</ItemName <SourceName>ContractData.rdl</SourceName> <CacheHours>0</CacheHours> <ADGroupName> <GroupName>Sales</GroupName> </ADGroupName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method=" "> <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDeliveryDataS ource</xmlconnectstring> <XmlReportNameParam>ContractData</XmlReportNameParam> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>ConID</FieldName> <FieldAlias>ConID</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>NameOfFile</FieldName> <FieldAlias>NameOfFile</FieldAlias> </DeliveryFields> <ReportParameters> Do Not Modify. This entry defines the Contract Data Long report in the catalog. Change: Modify the ADG(s) per the customer's requirements. This is case sensitive. The following define a Data Driven Subscription for the Sales Confirmation report to be delivered daily via . Change: Modify the Schedule and Method per the customer's requirements for the Data Driven Subscription. See step 21 for entry options. Change: Modify the connect string server name Imagine Communications Corp. Proprietary and Confidential Page 112 of 160

113 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <ParameterName>Contract</ParameterName> <FieldAlias>ConID</FieldAlias> </ReportParameters> <ReportParameters> <ParameterName>Numeric_Min0Max10000</ParameterN ame> <FieldAlias>LineRevisionCutoff</FieldAlias> </ReportParameters> </DataDrivenSubscription> 6 2 <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method="FileShare"> <FileShareParameters> <Path>\\gdrcitrix\X$\ExportedRMSReports\FileShares</P ath> <RenderFormat>PDF</RenderFormat> <WriteMode>OverWrite</WriteMode> </FileShareParameters> <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDeliveryDataS ource</xmlconnectstring> <XmlReportNameParam>ContractData</XmlReportNameParam> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>ConID</FieldName> <FieldAlias>ConID</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>NameOfFile</FieldName> <FieldAlias>NameOfFile</FieldAlias> </DeliveryFields> <ReportParameters> RMS Check Avails Explanation The following define a Data Driven Subscription for the Sales Confirmation report to be delivered daily to a fileshare location. Change: Modify the Schedule and Method per the customer's requirements for the Data Driven Subscription. See step 21 for entry options. Change: Modify fileshare path. Change: Modify the RenderFormat and WriteMode. See Step 56 for entry options. Change: Modify the connect string server name. <ParameterName>Contract</ParameterName> 2015 Imagine Communications Corp. Proprietary and Confidential Page 113 of 160

114 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <FieldAlias>ConID</FieldAlias> </ReportParameters> <ReportParameters> <ParameterName>Numeric_Min0Max10000</ParameterN ame> <FieldAlias>LineRevisionCutoff</FieldAlias> </ReportParameters> </DataDrivenSubscription> </CatalogItem> RMS Check Avails Explanation <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>Contract Data - Short</ItemName> <SourceName>ContractDataNarrow.rdl</SourceName> <CacheHours>0</CacheHours <ADGroupName> <GroupName>Sales</GroupName> </ADGroupName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> </CatalogItem> <CatalogItem NodeType="Folder"> <ItemPath></ItemPath> <ItemName>Inventory</ItemName> <ADGroupName> <GroupName>Sales</GroupName> </ADGroupName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Inventory</ItemPath> <ItemName>Check Avails - Client</ItemName> <SourceName>CheckAvailsByClient.rdl</SourceName> <CacheHours>0</CacheHours> <DataSource SourceName="XMLDataSourceForClient"> <ServerName> GRRQASQL2k </ServerName> <Path>/CheckAvailsByClientXMLDataSource</Path> <ServiceName>Avails.asmx</ServiceName> </DataSource> </CatalogItem> Do Not Modify. This entry defines the Contract Data Short report in the catalog. Change: Modify the ADG(s) per the customer's requirements. This is case sensitive. Do Not Modify. This entry defines the Inventory folder in the catalog. Change: Modify the ADG(s) per the customer's requirements. This is case sensitive. Change: <ServerName> This entry must be the IP address of the Server hosting Novar database or the SQL name (i.e. GRRQASQL2k) of the database. Get from the Novar.ini Imagine Communications Corp. Proprietary and Confidential Page 114 of 160

115 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) 6 <CatalogItem NodeType="Report"> 6 <ItemPath>/Inventory</ItemPath> <ItemName>Check Avails - Contract</ItemName> <SourceName>CheckAvailsByContract.rdl</SourceName> <CacheHours>0</CacheHours> <DataSource SourceName="XMLDataSourceForContract"> <ServerName> GRRQASQL2k </ServerName> <Path>/CheckAvailsByContractXMLDataSource</Path> <ServiceName>CheckAvailsByContract.asmx</ServiceName> </DataSource> </CatalogItem> RMS Check Avails Explanation Change: <ServerName> This entry must be the IP address of the Server hosting Novar database or the SQL name (i.e. GRRQASQL2k) of the database. Get from the Novar.ini <CatalogItem NodeType="Report"> <ItemPath>/Inventory</ItemPath> <ItemName>Skim</ItemName> <SourceName>Skim.rdl</SourceName> <CacheHours>0</CacheHours> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Inventory</ItemPath> <ItemName>SkimDetail</ItemName> <SourceName>SkimDetail.rdl</SourceName> <CacheHours>0</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Inventory</ItemPath> <ItemName>SkimLineDetail</ItemName> <SourceName>SkimLineDetail.rdl</SourceName> <CacheHours>0</CacheHours> <Hidden>true</Hidden> </CatalogItem> <CatalogItem NodeType="Folder"> <ItemPath></ItemPath> ItemName>Management Analysis</ItemName> <ADGroupName> <GroupName>Sales</GroupName> </ADGroupName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> </CatalogItem> Do Not Modify. This entry defines the Skim report in the catalog. Do Not Modify. Do Not Modify. Do Not Modify. This entry defines the Management Analysis folder in the catalog. Change: Modify the ADG(s) per the customer's requirements. This is case sensitive Imagine Communications Corp. Proprietary and Confidential Page 115 of 160

116 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) RMS Check Avails Explanation <CatalogItem NodeType="Report"> <ItemPath>/Management Analysis</ItemPath> <ItemName>Skim Inventory Analysis</ItemName> <SourceName>SkimInventory.rdl</SourceName> <CacheHours>3</CacheHours> </CatalogItem> <CatalogItem NodeType="Folder"> <ItemPath></ItemPath> <ItemName>Sales</ItemName> <ADGroupName> <GroupName>Sales</GroupName> </ADGroupName> <ADGroupName> <GroupName>Traffic</GroupName> </ADGroupName> </CatalogItem> Do Not Modify. This entry defines the Skim Inventory Analysis report in the catalog. Do Not Modify. This entry defines the Sales folder in the catalog. Change: Modify the ADG(s) per the customer's requirements. This is case sensitive. 7 3 <CatalogItem NodeType="Report"> <ItemPath>/Sales</ItemPath> <ItemName>Ordered vs Booked</ItemName> <SourceName>ContractVsBooked.rdl</SourceName> <CacheHours>1</CacheHours> Do Not Modify. This entry defines the Ordered vs Booked report in the catalog. <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method=" "> <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDeliveryDataS ource</xmlconnectstring> <XmlReportNameParam> ContractVsBooked </XmlReportNameParam> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> The following define a Data Driven Subscription for the Ordered vs Booked report to be delivered via . Change: Modify the Schedule and Method per the customer's requirements for the Data Driven Subscription. See step 21 for entry options. Change: Modify the connect string server name Imagine Communications Corp. Proprietary and Confidential Page 116 of 160

117 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) </DeliveryFields> <DeliveryFields> <FieldName>AEID</FieldName> <FieldAlias>AEID</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>AEGroup</ParameterName> <FieldAlias>AEID</FieldAlias> </ReportParameters> </DataDrivenSubscription> </CatalogItem> 7 5 <CatalogItem NodeType="Report"> <ItemPath>/Sales</ItemPath> <ItemName>Pre-empt Makegood History</ItemName> <SourceName>PEMGHistory.rdl</SourceName> <CacheHours>1</CacheHours> <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method="FileShare"> <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDeliveryDataS ource</xmlconnectstring> <XmlReportNameParam>PreemptReport</XmlReportNameParam > <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>AEID</FieldName> <FieldAlias>AEID</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>AEGroup</ParameterName> <FieldAlias>AEID</FieldAlias> RMS Check Avails Explanation Do Not Modify. This entry defines the Pre-empt Makegood History report in the catalog. The following define a Data Driven Subscription for the Ordered vs Booked report to be delivered daily via . Change: Modify the Schedule and Method per the customer's requirements for the Data Driven Subscription. See step 21 for entry options. Change: Modify the connect string server name Imagine Communications Corp. Proprietary and Confidential Page 117 of 160

118 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) </ReportParameters> </DataDrivenSubscription> </CatalogItem> RMS Check Avails Explanation <CatalogItem NodeType="Report"> <ItemPath>/Sales</ItemPath> <ItemName>Revenue Projection - Quarterly</ItemName> <SourceName>RevenueProjection_Quarter.rdl</SourceName> <CacheHours>2</CacheHours> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Sales</ItemPath> <ItemName>Revenue Projection - Semi-Annual</ItemName> <SourceName>RevenueProjection_Semi.rdl</SourceName> <CacheHours>2</CacheHours> </CatalogItem> <CatalogItem NodeType="Report"> <ItemPath>/Sales</ItemPath> <ItemName>Revenue Projection - Yearly</ItemName> <SourceName>RevenueProjection.rdl</SourceName> <CacheHours>2</CacheHours> </CatalogItem> </SecurityPolicy> <DDSWebService> <DeliveryDataSource> <ReportParameterField>AEID</ReportParameterField> <StoredProcedureName>nsp_RMS_DDS_AEID</StoredPro cedurename> </DeliveryDataSource> <DeliveryDataSource> <ReportParameterField>ConIDCC</ReportParameterField> <StoredProcedureName>nsp_RMS_DDS_ModifiedConLine ConID</StoredProcedureName> <Parameters> <Parameter> <ParameterName>@HoursInPast</Param etername> <ParameterValue>24</ParameterValue> </Parameter> </Parameters> <Parameters> Do Not Modify. This entry defines the Revenue Projection - Quarterly report in the catalog. Do Not Modify. This entry defines the Revenue Projection Semi- Annual report in the catalog. Do Not Modify. This entry defines the Revenue Projection - Yearly report in the catalog. Do Not Modify. This provides delivery definitions for the Data Driven Subscriptions Imagine Communications Corp. Proprietary and Confidential Page 118 of 160

119 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <Parameter> Name> <ParameterValue>cc</ParameterValue> </Parameter> </Parameters> </DeliveryDataSource> <DeliveryDataSource> <ReportParameterField>ConIDSC</ReportParameterField> <StoredProcedureName>nsp_RMS_DDS_ModifiedConLine ConID</StoredProcedureName> <Parameters> <Parameter> etername> <ParameterValue>24</ParameterValue> </Parameter> </Parameters> <Parameters> <Parameter> Name> <ParameterValue>SC</ParameterValue> </Parameter> </Parameters> </DeliveryDataSource> <DeliveryDataSource> RMS Check Avails Explanation <ReportParameterField>ConIDCD</ReportParameterField> <StoredProcedureName>nsp_RMS_DDS_ModifiedConLine ConID</StoredProcedureName> <Parameters> <Parameter> etername> <ParameterValue>24</ParameterValue> </Parameter> </Parameters> <Parameters> <Parameter> Name> <ParameterValue>CD</ParameterValue> </Parameter> </Parameters> </DeliveryDataSource> 2015 Imagine Communications Corp. Proprietary and Confidential Page 119 of 160

120 # Configuration Entries for RMS (Entries to be modified for the customer are in red font) <DeliveryDataSource> <ReportParameterField>PreemptAEID</ReportParameterF ield> <StoredProcedureName>nsp_RMS_DDS_IssuedPreemptAE ID</StoredProcedureName> <Parameters> <Parameter> ername> <ParameterValue>1</ParameterValue> </Parameter> </Parameters> </DeliveryDataSource> </DDSWebService> </NovarConfiguration> </CatalogItem> RMS Check Avails Explanation NovarConfig.xml Configuration Chart for Snapshot Capable Reports NovarConfig.xml configuration entries are required for all RMS reports that are Snapshot capable. The RMS Aged Accounts Receivable Long and the RMS Aged Accounts Receivable Short reports are the two Snapshot capable reports. The following entries define the Snapshot functionality for these reports. No customer specific entries are required. # Configuration Entries Explanation <CatalogItem NodeType="Folder"> <ItemPath>/Accounting</ItemPath> <ItemName>Aging Reports - Snapshots</ItemName> </CatalogItem> Do Not Modify. <CatalogItem NodeType="LinkedReport"> <ItemPath>/Accounting/Aging Reports - Snapshots</ItemPath> <ItemName>Aged Accounts Receivable - Long Snapshot</ItemName> <SourceName>/Accounting/Aging Reports/Aged Accounts Receivable - Long</SourceName> </CatalogItem> <CatalogItem NodeType="LinkedReport"> <ItemPath>/Accounting/Aging Reports - Snapshots</ItemPath> <ItemName>Aged Accounts Receivable - Short Do Not Modify. Do Not Modify Imagine Communications Corp. Proprietary and Confidential Page 120 of 160

121 RMS Check Avails Snapshot</ItemName> <SourceName>/Accounting/Aging Reports/Aged Accounts Receivable - Short</SourceName> </CatalogItem> 2015 Imagine Communications Corp. Proprietary and Confidential Page 121 of 160

122 RMS Check Avails NovarConfig.xml Configuration Chart for Data Driven Subscription Capable Reports Report Name Aged Accounts Receivable Long Aged Accounts Receivable Short Contract Confirmation Contract Data Long Contract Data Short Sales Confirmation Long Sales Confirmation Short Ordered VS Booked PEMG History NovarConfig.xml configuration entries are required for all RMS reports that are Data Driven Subscription (DDS) capable and for which the customer desires to utilize this functionality. The RMS reports (through RMS 5.14) which are Data Driven Subscription capable include: Item Path Item Name Source Name Cache Hours Accounting/Aging Reports Accounting/Aging Reports Contracts Contracts Contracts Contracts Contracts Sales Sales Aged Accounts Receivable - Long Aged Accounts Receivable - Short Contract Confirmation Contract Data - Long Contract Data - Short Sales Confirmation - Long Sales Confirmation - Short Ordered vs Booked Pre-empt Makegood History AgingNormal.rdl 4 AgingNormal_Narrow.rdl 4 ContractConfirmation.rdl 0 ContractData.rdl 0 ContractDataNarrow.rdl 0 SalesConfirmation.rdl 0 SalesConfirmationNarrow.rdl 0 ContractVsBooked.rdl 1 PEMGHistory.rdl 1 The following example shows the configuration for the Contract Confirmation report, which in this example has two different types of Data Driven Subscriptions defined for the same report Imagine Communications Corp. Proprietary and Confidential Page 122 of 160

123 RMS Check Avails One Data Driven Subscription sends a nightly to each AE whenever a contract is modified. The other Data Driven Subscription creates a hardcopy of each contract on a fileshare. You may define Data Driven Subscription capable reports to have one or both Data Driven Subscription types. It may be necessary to add or remove Data Driven Subscriptions as requested by the RMS customer. E M A I L Configuration Item (Entries that would be modified for each DDS are in blue font Entries to modify for the customer in red font) <CatalogItem NodeType="Report"> <ItemPath>/Contracts</ItemPath> <ItemName>Contract Confirmation</ItemName> <SourceName>ContractConfirmation.rdl</SourceName> <CacheHours>0</CacheHours> <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method=" "> <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDelivery DataSource</XmlConnectString> <XmlReportNameParam>ContractConfirmation</XmlReport NameParam> Explanation SHOWN FOR INFORMATION ONLY: This entry defines the report in the catalog. If you are adding a DDS to a DDS capable report, you would add the following DDS nodes after this node for the DDS capable report. Do not modify the ForceUpdate entry: True = forces a refresh of the Data Driven Subscription definition (start/stop dates). A Schedule entry is required. The Schedule entry sets how often the subscription runs. Options are Daily, Weekly, and Monthly. A Method entry is required. The Method entry sets the Type of subscription. Options are and FileShare. Change: This entry identifies the server hosting the RMS web service. May need to be an IP address. Do not modify. This section defines the information that 2015 Imagine Communications Corp. Proprietary and Confidential Page 123 of 160

124 Configuration Item (Entries that would be modified for each DDS are in blue font Entries to modify for the customer in red font) <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> RMS Check Avails Explanation is required for the Data Driven Subscription. <DeliveryFields> <FieldName>ConID</FieldName> <FieldAlias>ConID</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>NameOfFile</FieldName> <FieldAlias>NameOfFile</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>Contract</ParameterName> <FieldAlias>ConID</FieldAlias> </ReportParameters> <ReportParameters> me> <ParameterName>Numeric_Min0Max10000</ParameterNa <FieldAlias>LineRevisionCutoff</FieldAlias> </ReportParameters> </DataDrivenSubscription> F I LE S H A R E <DataDrivenSubscription ForceUpdate="true" Schedule="Daily" Method="FileShare"> <FileShareParameters> Do not modify the ForceUpdate entry: True = forces a refresh of the Data Driven Subscription definition (start/stop dates). A Schedule entry is required. The Schedule entry sets how often the subscription runs. Options are Daily, Weekly, and Monthly. A Method entry is required. The Method entry sets the Type of subscription. Options are and FileShare. Start of section. The following nodes contain 2015 Imagine Communications Corp. Proprietary and Confidential Page 124 of 160

125 Configuration Item (Entries that would be modified for each DDS are in blue font Entries to modify for the customer in red font) <Path>\\GRRDEVSQL2K5\X$\FileShare</Path> <RenderFormat>PDF</RenderFormat> <WriteMode>OverWrite</WriteMode> </FileShareParameters> RMS Check Avails Explanation the entries specifically for setting up a file share subscription. Change. This entry must contain the path to the directory where report files should be stored. It may be the same as the FileShare entered in step #2 of the main chart, but doesn t need to be. If it is a subdirectory of the FileShare in step #2, you must still provide the full UNC path. Note the syntax for mapped drives in the example: X$ identifies the X:\ drive on File server GRRDEVSQL2K5 A RenderFormat entry is required. It defines the type of report file that should be created. Entry Options: EXCEL, PDF, IMAGE, MHTML, CSV, HTML4.0, HTML3.2, XML A WriteMode entry is required. It defines what the subscription should do when the file is found to already exist. Entry Options: None, OverWrite, and AutoIncrement. None means do not overwrite and the newly generated report will not be saved in the file share location, Overwrite means that the existing file will be overwritten, and Auto Increment means that an incremental number or letter will be added to the file name so that previously generated reports will not be overwritten. End of the section 2015 Imagine Communications Corp. Proprietary and Confidential Page 125 of 160

126 Configuration Item (Entries that would be modified for each DDS are in blue font Entries to modify for the customer in red font) <XmlConnectString> /RMSWebServices/DDSWebService.asmx/CreateDelivery DataSource</XmlConnectString> <XmlReportNameParam>ContractConfirmation</XmlReportNamePa ram> <XmlInstallParam>true</XmlInstallParam> <DeliveryFields> <FieldName>To</FieldName> <FieldAlias>To</FieldAlias> </DeliveryFields> RMS Check Avails Explanation Change: This entry identifies the server hosting the RMS web service. May need to be an IP address. Do not modify. This section defines the information that is required for the Data Driven Subscription. <DeliveryFields> <FieldName>ConID</FieldName> <FieldAlias>ConID</FieldAlias> </DeliveryFields> <DeliveryFields> <FieldName>NameOfFile</FieldName> <FieldAlias>NameOfFile</FieldAlias> </DeliveryFields> <ReportParameters> <ParameterName>Contract</ParameterName> <FieldAlias>ConID</FieldAlias> </ReportParameters> <ReportParameters> <ParameterName>Numeric_Min0Max10000</ParameterNa me> <FieldAlias>LineRevisionCutoff</FieldAlias> </ReportParameters> </DataDrivenSubscription> </CatalogItem> 2015 Imagine Communications Corp. Proprietary and Confidential Page 126 of 160

127 RMS SSRS Installation & Configuration RMS SSRS Installation & Configuration These steps will install and build the SQL Server Reporting Service (SSRS) catalog portion of RMS. Preparation When the install and build is performed, the user performing this step must have sufficient rights to create and modify data driven subscriptions. This user must be defined prior to performing the following steps. Install and Build the RMS Catalog Installing and building the RMS catalog is accomplished by running the RMS_SSRS_Installer.bat. Note: The username with sufficient rights to create and modify data driven subscriptions must be used for this process. 1. Double-click to run the RMS_SSRS_Installer.bat. 2. The install window will open and the batch file process will run. It will display the steps as they are processed. 3. If any errors occur, they will be displayed during processing Imagine Communications Corp. Proprietary and Confidential Page 127 of 160

128 RMS SSRS Installation & Configuration Note: Soap errors may occur due to existing data driven subscriptions. They will need to be deleted via the MS SQL Server Management Studio. The steps to do this are in the next sub-section. 4. When the batch file process is complete, it pauses and displays a count of the errors (if any). 5. The user can browse back through the display to see the individual errors (if any). However, because the display holds a limited number of characters, all errors may not be viewable via this means. It is recommended that the log file be reviewed because it will provide error details that help troubleshoot and remediate the errors. 6. When the batch file process is run and there are no errors (Message = RMS SSRS catalog built with no exceptions), press Enter to close the install window. 7. In the Report Manager URL, ensure that the SSRS root has created in the home folder and the RDL is uploaded correctly Imagine Communications Corp. Proprietary and Confidential Page 128 of 160

129 RMS SSRS Installation & Configuration Review the.log File 1. The.log file(s) will be located in the SSRS folder. A log file is created each time the batch process is run. 2. Open with Notepad, the log file with the time stamp that reflects the time that the batch process was run for which errors occurred Imagine Communications Corp. Proprietary and Confidential Page 129 of 160

130 RMS SSRS Installation & Configuration 3. Browse the file to find the exceptions. A partial screen print of a.log file is shown below with SOAP EXCEPTIONS. 4. If the exceptions relate to subscriptions (see red underline), it is likely that existing data driven subscriptions exist that must be deleted. This would only occur in a version upgrade. Remediate SOAP Exceptions Due to Existing Data Driven Subscriptions 1. Open the MS SQL Server Management Studio. 2. Double click on Home Imagine Communications Corp. Proprietary and Confidential Page 130 of 160

131 RMS SSRS Installation & Configuration 3. Double click on the filename which contains the RMS files. 4. Double click on the Novar database name (DataSourceName specified in NovarConfig.XML) to which you have connected the RMS system. If multiple databases have been connected, you will need to repeat these steps for each one Imagine Communications Corp. Proprietary and Confidential Page 131 of 160

132 RMS SSRS Installation & Configuration 5. Double click on the folder name in which the RMS report with a SOAP error resides. The folder names represent the RMS Navigator tree of folders. Since the SOAP errors shown in the previous example were for the Contract Confirmation and Sales Confirmation reports, the following screen print specifies the Contracts folder Imagine Communications Corp. Proprietary and Confidential Page 132 of 160

133 RMS SSRS Installation & Configuration 6. Double click the appropriate report name. This example is for the Contract Confirmation report Imagine Communications Corp. Proprietary and Confidential Page 133 of 160

134 RMS SSRS Installation & Configuration 7. Double click the Subscriptions folder. 8. If there are existing data driven subscriptions listed, delete them and then re-run the RMS_SSRS_Installer.bat. 9. If there are no existing data driven subscriptions, please contact Novar Support to ask for assistance creating a subscription for the required report. Configure Custom XML Datasource Connection Reports that use XML Data Source (Web services) must have an additional custom datasource connection created that will establish a URL link to the Web Service. Both Check Avails Client and Check Avails Contract require this. Both reports are located under the Inventory Folder of the installed Catalog. The applicable RDL files and folders should have been installed by Step 7 above (Install and Build the RMS Catalog section). The following steps will configure the customer XML datasource connection for each of these reports. 1. Open Reporting Services from SQL Server Management Studio. 2. Expand the DataSources folder under the applicable Check Avails RDL. 3. Right click to view properties for XMLDataSource Imagine Communications Corp. Proprietary and Confidential Page 134 of 160

135 RMS SSRS Installation & Configuration 4. XMLDataSourceForClient: a. Right click on XMLDataSourceForClient. b. Click Properties. c. A screen print showing what must be defined follows: d. Select the "A custom data source" radio button. e. From the dropdown box for Data source type: select XML. f. In the Connection string: type the URL exactly as shown: g. Select Windows integrated security radio button Imagine Communications Corp. Proprietary and Confidential Page 135 of 160

136 RMS SSRS Installation & Configuration h. Click the OK button. 5. XMLDataSourceForContract: a. Right click on XMLDataSourceForContract. b. Repeat above steps 4b through 4e. c. In the Connection string: type the URL exactly as shown: ct.asmx. d. Select Windows integrated security radio button. e. Click the OK button. 6. The custom XML datasource connection is now complete. 7. Verify through Imagine Communications Corp. Proprietary and Confidential Page 136 of 160

137 RMS UI Installation & Configuration RMS UI Installation & Configuration The RMS UI Installation installs the RMS application user interface. 1. Copy the...\install\report Management System\UI folder from the CD to the RMS hosting server. It can be copied to any location on the hosting server. 2. Make a note of the full path name because it will be needed later. Run the Setup.Exe 1. Open the...\install\report Management System\UI folder and then double-click Setup.Exe to display the Report Management System dialog box. 2. In the Welcome to the Imagine Communications Report Management System Setup Wizard screen, click Next Imagine Communications Corp. Proprietary and Confidential Page 137 of 160

138 RMS UI Installation & Configuration 3. In the Select Installation Folder screen, accept the default entry C:\Program Files\Harris\RMS, or browse to select another folder and click Next. 4. In the Confirm Installation screen, click Next to install RMS on your computer Imagine Communications Corp. Proprietary and Confidential Page 138 of 160

139 RMS UI Installation & Configuration 2015 Imagine Communications Corp. Proprietary and Confidential Page 139 of 160

140 RMS UI Installation & Configuration 5. Observe that the message Please wait is displayed while the installation is in progress. 6. In the Installation Complete screen, click Close to exit Imagine Communications Corp. Proprietary and Confidential Page 140 of 160

141 RMS UI Installation & Configuration Modify RMS UI Configuration 1. Navigate to the location where the RMS installation folder has been installed (C:\Program Files\Harris\RMS) and open the RMS folder. 2. Right-click RMS.WinUI.exe.config and select Open With Notepad. Step 4 Step 5 Step 6 3. Modify the string <add key= NovarConfigUrl > by entering the web service server name. Note: Using the IP address of the server instead of the server name may cause connectivity issues Imagine Communications Corp. Proprietary and Confidential Page 141 of 160

142 RMS UI Installation & Configuration 4. Validate that /RMSWebServices/NovarConfig.xml is present after the entry in step 4.The default config file includes RMSWebService514. If it is not removed, a cryptic "404 Not Found" error will be displayed when the RMS application has been launched. 5. Modify the string <add key= ReportServerRootUrl > by entering the web service server name (this entry must be the name). 6. Save and close the Notepad. 7. The RMS UI Configuration is now complete Imagine Communications Corp. Proprietary and Confidential Page 142 of 160

143 Post Installation and Configuration Post Installation and Configuration RMS is now installed and configured. The customer should access the RMS application and validate that the configuration reflects the intended (correct) permissions for RMS report access for the intended RMS users. Uninstall If an RMS customer needs to remove the RMS system, the following steps can be performed by Imagine Communications Customer Support in conjunction with the customer: To uninstall RMS, uses the normal Windows uninstall process: Start Control Panel Add/Remove Programs Imagine Communications Report Management System 2015 Imagine Communications Corp. Proprietary and Confidential Page 143 of 160

144 Appendices Appendices Appendix A RMS System Information, Installation & Permissions Worksheet Client Name: Current Novar Version: Project Description: Survey Completed by (Name): Date: Upgrade Novar Version: Please complete the following survey and return to RMS Installation Server Name: RMS Installation Server IP Address: Domain Name: Desired Website name: User Report File Output Server Name (User Home Directory): Novar Database Server Name: Novar Database Server IP: Novar Database Name: Server Administrator ID for Installation Server: Server Administrator Password for Installation Server: Report Default Logo file (1 x 2 to 1 x 6, GIF format): SMTP Server Name: Active Directory security group names with prefix (i.e. NovarRMSBusiness): (Doesn t have to be NovarRMS for the prefix, but some scheme that ID s the RMS AD groups. Spaces are not allowed.) Please complete the worksheet on the next page for sa Active Directory Group Prefix: SiteAdmin: Business: Sales: 2015 Imagine Communications Corp. Proprietary and Confidential Page 144 of 160

145 RMS System Information, Installation & Permissions Worksheet assigning groups to Folders and Reports. Location of the current Novar CD\Files to install RMS, either copied to the actual RMS server or network share that the admin account will have access to: SQL 2005 Enterprise CD s (disk1 & 2) copied to the RMS server and location of files: Traffic: Other1: Other2: Data Driven Subscription update frequency: Daily, Weekly or Monthly Data Driven Subscription delivery method: File share Data Driven Subscription report format: (choose one) Excel, PDF, Image, MHTML, CSV, HTML4.0, HTML3.2 or XML Please ensure that the administrator account that will be used to install RMS is in the local admin group of the RMS server and the Novar DB server as well as the SiteAdmins AD group. Make sure the administrator account is a user on the DB so that I can test RMS once it is installed. Group Assignment worksheet. Groups assigned to the folder level (in CAPS) will have access to all reports contained within that folder. FOLDER/Report Admin Business Sales Traffic Other1 Other2 ALL FOLDERS & Reports ACCOUNTING FOLDER AGING REPORTS SUB FOLDER Aged Accounts Receivable - Long Aged Accounts Receivable - Short AGING REPORTS SNAPSHOTS SUBFOLDER Aged Accounts Receivable - Long Snapshot Aged Accounts Receivable - Short Snapshot BILLING FOLDER Reprint 4A Invoices Reprint Billing Documents 3 rd -Party Billing/XML Composite CONTRACTS FOLDER Client Spot Listing Contract Confirmation Sales Confirmation - Long Sales confirmation - Short Contract Data - Long Contract Data - Short INVENTORY FOLDER Check Avails - Client Check Avails - Contract Skim 2015 Imagine Communications Corp. Proprietary and Confidential Page 145 of 160

146 MANAGEMENT ANALYSIS FOLDER Skim Inventory Analysis SALES FOLDER Ordered vs Booked Post-Buy Analysis Pre-empt Makegood History Pre-empt Makegood Revenue Projections Revenue Projection - Quarterly Revenue Projection - Semi-Annual Revenue Projection Yearly 2015 Imagine Communications Corp. Proprietary and Confidential Page 146 of 160

147 Appendix B - Troubleshooting common errors Appendix B - Troubleshooting common errors Creating the local database during initial setup returns Named Pipes Provider, error: 40 could not open a connection to the SQL Server. 1. Open SQL Server 2005 Configuration Tools SQL Server Surface Area configuration 2. Select Surface Area Configuration for Services and connections 2015 Imagine Communications Corp. Proprietary and Confidential Page 147 of 160

148 Appendix B - Troubleshooting common errors 3. Select Database Engine and Remote connections. Select Local and remote connections and Using both TCP/IP and named pipes. Click OK. 4. Click ok Imagine Communications Corp. Proprietary and Confidential Page 148 of 160

149 Appendix B - Troubleshooting common errors 5. Click Service then Start, then OK Imagine Communications Corp. Proprietary and Confidential Page 149 of 160

150 Appendix B - Troubleshooting common errors Installer batch file hangs looking for Install Root Running Installer.bat hangs and terminates after Locating install root in NovarConfig with the error: EXCEPTION: The underlying connection was closed: The remote name could not be resolved. The \SSRS\RMS_SSRS_Installer.exe.config file was not updated and contained the default server settings <add key="novarconfigurl" value=" /> <add key="reportserverrooturl" value=" /> Installer Batch file errors with HTTP status 401: Unauthorized User or Password was incorrect in the \SSRS\RMS_SSRS_Installer.bat file RMS Install error: The SQL Agent service is not running Client running RMS_SSRS_Installer.bat file receives the following error: SOAP EXCEPTION: System.Web.Services.Protocols.SoapException: The SQL Agent service is not running. This operation requires the SQL Agent service. ---> Microsoft.ReportingServices.Diagnostics.Utilities.SchedulerNotRespondingException: The SQL Agent service is not running. This operation requires the SQL Agent service. Checked the SQL Server configuration Manager to ensure that the SQL Server Agent and SQL Server Reporting Services services are started. If they are not, right click on the service, click Start Imagine Communications Corp. Proprietary and Confidential Page 150 of 160

151 Appendix B - Troubleshooting common errors Re-run the RMS_SSRS_Installer.bat command to install RMS Imagine Communications Corp. Proprietary and Confidential Page 151 of 160

152 Appendix C - RMS Upgrade within Version Appendix C - RMS Upgrade within Version RMS Server upgrade For SQL Server 2005 Collect DataSource settings 1. Login to the SQL Management Studio, Reporting Services. 2. Expand the Home folder, then expand your RMS installation path to the Inventory / Check Avails Client / Data Sources folder, then right click on the Data Source and select Properties Imagine Communications Corp. Proprietary and Confidential Page 152 of 160

153 Appendix C - RMS Upgrade within Version 3. Make note of the fields which are checked and the Connection String values. You may wish to make screen shots of these settings. The Connection string should be similar to: Imagine Communications Corp. Proprietary and Confidential Page 153 of 160

154 Appendix C - RMS Upgrade within Version 4. Repeat for the Check Avails By Contract Data source. The Connection string should be similar to: For SQL Server Launch Internet Explorer, enter the URL Server Name/Reports and navigate to the respective RMS version and click Inventory. 2. Click the drop-down arrow to display the properties menu of Check Avails Client and click Manage Imagine Communications Corp. Proprietary and Confidential Page 154 of 160

155 Appendix C - RMS Upgrade within Version 3. From the Properties pane, on the left side of the display, select Data Sources Imagine Communications Corp. Proprietary and Confidential Page 155 of 160

156 Appendix C - RMS Upgrade within Version 4. In the XMLDataSourceForClient page, perform the following and click Apply. Select the A custom data source radio button From the Data source type drop-down field, select XML In the Connection string field, enter the URL Under the Connect Using section, select Windows integrated security 5. Repeat the process for Check Avail Contracts by selecting the same options as above, but in the Connection string field, enter the URL, 1) Delete the old RMS folder In SQL Management Studio / Reporting Services, Delete the existing RMS configuration folder under the Home Folder. When prompted to Delete Catalog Items, click OK. 2) Stop the Default Website Stop the RMS website (Default Web Site) through Internet Information Services (IIS) Manager Imagine Communications Corp. Proprietary and Confidential Page 156 of 160

157 Appendix C - RMS Upgrade within Version 3) Stop the SQL Reporting Services Service 4) Backup the old Configuration files Browse to the installation path for RMS on the local machine. Create backup folder and copy the contents of the RMS folder to the backup folder. The following files will need to be copied back into the updated RMS folders \RMSWebServices\NovarConfig.xml \RMSWebServices\Web.config \SSRS\RMS_SSRS_Installer.bat \SSRS\RMS_SSRS_Installer.exe.config \UI\RMS.WinUI.exe.config (this file may be stored on the server, or customized for each desktop) 2015 Imagine Communications Corp. Proprietary and Confidential Page 157 of 160

158 Appendix C - RMS Upgrade within Version 5) Install the new RMS folders Copy the folders from the new or upgraded installation folder to the corresponding RMS installation folder. Copy the contents of the CheckAvailsByClientXMLDataSource and CheckAvailsByContractXMLDataSource folders to the corresponding folders on the RMS webserver. 6) Replace the configuration files Copy the saved configuration files back to their original folder locations. Novarconfig.xml and Web.config files are copied to the \RMSWebServices folder and the RMS_SSRS_Installer.bat and RMS_SSRS_Installer.exe.config files are copied to the...\ssrs folder. If the customized RMS.WinUI.exe.config file was saved, it will be placed back into the \UI folder. Enter or verify that a valid user name and password exist in the RMS_SSRS_Installer.bat file. Open the \SSRS folder and find the following files: HEB.Core.dll Novar.Core.dll RMS.Core.dll RMS.Processing.dll Copy these files to the installation path of the Microsoft SQL Server 2005 folder named...\program Files\Microsoft SQL Server\MSSQL.x\Reporting Services\ReportServer\bin\. Note that depending on the configuration of Microsoft SQL Server, the x may be a 2 or a 3 ; use the 3 location if it exists. If you receive an error while attempting to copy the files, it may be necessary to stop Reporting Services prior to copying files and if so, be sure to restart when complete. (Note: Ensure that you copy, not move, the files to the bin folder location) 2015 Imagine Communications Corp. Proprietary and Confidential Page 158 of 160

159 Appendix C - RMS Upgrade within Version 7) Restart IIS and the SQL Reporting Services service. Restart the RMS website in IIS Manager. Restart the SQL Server Reporting Services service 2015 Imagine Communications Corp. Proprietary and Confidential Page 159 of 160

160 Appendix C - RMS Upgrade within Version 8) Run the Installer Run the RMS_SSRS_Installer.bat file to rebuild the RMS Catalog in SQL Reporting Services with the new folders and files. You will likely see a few soap exceptions in the DOS window as the installer adds the folders and files to SQL. A log file with a name similar to RMS_SSRS_Installer.exe log will be created with each run of the batch file. Please send a copy of this file to support to verify that the installation completed successfully 9) Verify folder creation and update Data sources Open SQL Management Studio to Reporting Services and verify that the folders were recreated. 10) Verify and correct the Check Avails Datasources Expand the Inventory folder, then expand the Check Avails by Contract and Check Avails by Client to get the properties on the data sources. Verify that they are correct or change them if to reflect their earlier configuration settings from Step 1. Client Workstation Upgrade Remove RMS through the Add/Remove Programs Control Panel. Run the new version of the Setup.exe from the \UI folder. Modify the RMS.WinUI.exe.config file to use the application Imagine Communications Corp. Proprietary and Confidential Page 160 of 160