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Web.Config Configuration
The web.config file, in the main Web Portal directory, contains all of your core configuration settings. Many of the settings get configured when you run the installer. Others get configured after installing or as needed. These settings allow you to configure ...
Multi-Factor Authentication (MFA) Configuration
Web Portal handles multi-factor authentication (MFA) via email. Configuring and activating MFA is super simple. Note, make sure you have configured and tested your SMTP settings in Web Portal before enabling MFA, or it will not work. These SMTP settings are u...
Customizing Web Portal
From your ADMIN interface, click on SETTINGS. You can change the upper right logo and background easily (screenshot below). You can also easily make CSS changes to modify colors and fonts by click Edit CSS. The footer displayed on the END USER i...
LDAPS Configuration
Configuring LDAPS allows end users to use their Windows credentials to access Web Portal, and any groups the end user has access to (is a member of), if reports are part of those groups, then the user has access to those reports. There a few keys to edit in w...
Recommended Steps To Configure Web Portal
Once installed and customized, using and configuring Web Portal is really straightforward. There are two types of interfaces. The ADMIN interface and the END USER interface (start-up links given previously). Start the ADMIN interface. You have 5 tabs to choose...
Configuring Reports (Including Instances, Drop-Down and Cascading Pick Lists, SQL Pick Lists)
You have three types of Web Portal reports: Live Crystal Reports Static Crystal Reports (pre-run reports using Report Runner Batch) Static URLs (http-based links to pages and/or documents). Live Crystal Reports Web Portal depends on an XML "config"...
Command Line Configuration
Web Portal can also be used to call reports from your web-based application or even to send a user or a customer a command line, with parameters pre-filled out, to run a report. There are lots of options. For starters, to see the basic structure of a command ...