How to Enable Exago Reporting (v22.2 and Higher) for On-Premise Instances

Objective:

This guide explains the steps to enable Exago Reporting (version 22.2 and higher) for on-premise instances of Epicor ECM (DocStar).

Step 1: Verify Reporting License

1. Open the Epicor Admin panel.
2. Navigate to Licensing.
3. Look for the line labeled Reports (Boolean).
4. Ensure that the status is shown as ENABLED.
   • If it’s not enabled, contact your Account Manager to obtain and activate the required license.

Step 2: Update web.config File

1. Navigate to the directory: C:\Program Files\Astria Solutions Group\Eclipse Server.
2. Open the web.config file.
3. Look for the line: <add key="OnPremise" value="1"/>.
4. Verify that the value is set to 1. If not, update it to be 1.
5. Ensure the line is not masked or commented out (example: <!--<add key="OnPremise" value="1"/>-->).
   • If masked, remove the masking so the line looks like: <add key="OnPremise" value="1"/>.
6. Save the file.

Step 3: Reconfigure Epicor ECM Server

1. Run the Epicor ECM Server Configuration.
2. On the Application Configuration screen, check the box labeled INSTALL REPORTING.
3. Complete the installation process.

Step 4: Configure Reporting and Import Standard Reports

1. Log in to the Epicor ECM site.
2. Go to the Reports tab.
3. Click on OPT IN TO REPORTS.
4. After opting in, proceed to Import Standard Reports.
   • If you encounter an error during the import, showing: “An error has occurred. Please contact your administrator. Storage Management Failed to Initialize: Execution during Test Connection Phase:initialize connection Exception: Login failed for user ‘DomainName\Name”, follow the next steps.

Step 5: Update App Pool Identity in IIS

1. Open Internet Information Services (IIS).
2. Find the ECMREPORTING App Pool.
3. Update the Identity from ApplicationPoolIdentity to the same user that has elevated rights to the SQL database.
4. Restart the ECMREPORTING App Pool.

Step 6: Retry Importing Standard Reports

1. Go back to the Epicor ECM site.
2. Repeat the Import Standard Reports step.

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