OpenLM Reporting Hub installation instructions - OpenLM Software License Management
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OpenLM Reporting Hub installation instructions

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Currently, the installation and configuration of the OpenLM Reporting Hub and reporting system require the presence of an OpenLM support person.

Please contact our support team at support@openlm.com, and our representatives will be glad to assist and guide you online.

 

1. Download and Unzip

  • Download the OpenLM Reporting Hub and unzip it to the server which will house the Reporting Hub.
  • The Reporting Hub can be located on the same server as OpenLM Server, or a different one, depending on your preference.

2. License File

  • Navigate to the unzipped Reporting Hub folder –> ETL folder –> Jobs folder –> License folder –> Paste the license file there.

3. Reporting database

  • Navigate to the unzipped Reporting Hub folder –> Postgres folder –> Install “Postgres Editor.msi” –> Install “Postgres Server.exe“.
  • Navigate to the Postgres “data” folder (C:\…\PostgreSQL\9.5\data) –> Edit the file “pg_hba.conf” –> Add the following line “host all all 0.0.0.0/0 md5
  • Navigate to the Postgres “data” folder (C:\…\PostgreSQL\9.5\data) –> Edit the file “postgresql.conf” –>
    • Make sure work_mem is not commented out and has 4MB – 12MB of memory, depending on your system
    • Make sure shared_buffers is not commented out and has 2048MB – 8192MB of memory, depending on your system
  • Save the edited file and restart the PostgreSQL service via the Windows Services.
  • Activate PGAdmin–> Connect to the Postgres server –> right click on the server –> Create database –> name the new DB “ReportingHub” then save it.

4. Firebird databases (Optional)

(Skip if your OpenLM database is MSSQL or MySQL)
  • Navigate to the unzipped Reporting Hub folder –> Firebird folder –> Install “Firebird Server.msi”.
  • Open up the Windows Services –> Stop the OpenLM Server service –> Navigate to the OpenLM database folder  (C:\Program Files (x86)\OpenLM\OpenLM Server\db) –> Copy the “db” folder and name it “db2”.
  • Open up the “OpenLM DB Configuation” tool –> point OpenLM to the new “db2” folder –> Click Apply –> Open up the Windows Services –> Start the OpenLM Server service if not already up.

 

5. Power BI

  • Navigate to the unzipped Reporting Hub folder –> Power BI folder –> Install “Power BI Desktop.msi” –> Install “Power BI Connector.msi” (All components on entire machine including GAC component).

 

6. Connection properties

  • Navigate to the unzipped Reporting Hub folder –> ETL folder –> Run the “Edit_connection.bat” file (if you do not see a prompt to open, open the kettle.properties file in the kettle\.kettle folder in a text editor like Notepad)
  • Input source database details. (server, port, username, password,  database name).
  • Input destination Postgres database details (server, port, username, password,  database name).
  • (Optional) Input destination MSSQL or MySQL database details (server, port, username, password,  database name).
  • Input the server hostname and MAC address in the designated fields.
  • Input SMTP server details (server, port, username, password,  sender email and destination email)

7. ETL scheduling

  • Activate “Windows Task Scheduler” and choose the “Task Scheduler Library”.
  • Under “Actions”, click on “Create Task”.
  • Under the tab “General”, Name the task “OpenLM ETL”.
  • Check the checkbox “Run whether user is logged on or not”.
  • Check the checkbox “Run with highest privileges”.
  • Navigate to the tab “Triggers” and click on “New”.
  • Set the schedule to be once a day at 12:00 AM and click ok.
  • Navigate to the tab “Actions” and click on “New”.
  • Choose the action “Start a program”,
  • Select the file “Run ETL.bat”.
  • Click OK, and now the scheduled task of the ETL is set.

8. Run ETL

  • Navigate to the unzipped Reporting Hub folder –> ETL folder –> activate the “Run ETL.bat” file –> Might take a while to finish.

9. Sample Reports

  • Navigate to “Reports” folder, found in the “OpenLM Reporting Hub” folder.
  • Activate a report by double clicking it.
  • In the Power BI → “Edit Queries” → “Data Source Settings” → “Change source”
  • Input the correct postgres host and database name then press “OK”.
  • Click on “Edit Permissions” → “Edit”
  • Input the correct postgres username and password then press “OK”.
  • Refresh data or “Apply Changes”
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