Create Report - Snapshotter

Document created by davidegenini Employee on Sep 30, 2019
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FUNCTIONALITY

Since Board 10.3 screens can be exported to PDF or other formats, as explained in the release notes.

According to the configuration of the server, some manual actions might be necessary to make it running on a server. All the required steps are listed in the following section. 

 

HOW TO CONFIGURE IT

Prerequisites

The Create Report functionality relies on the so-called Snapshotter. This tool requires a set of prerequisites to be met:

 

Snapshotter.config

Since Board 10.5, the tool automatically identifies the hostname or address sending the request for export: no further settings need to be modified.

In older versions, an additional customization is required:

  • Open the snapshotter.config and make sure the value of the key ApplicationUrl matches the value of the key host in the appSettings.config or the name of the binding of the IIS site, including the protocol used (HTTP or HTTPS) and the port
  • Restart the Board Web Api Engine or the IIS site

 

IIS Installation

To run the Snapshotter under IIS, make sure of the following two settings:

  1. The parameter Load User Profile is set to True in the Advanced Settings of the Application Pool:
  2. The Authentication methods activated for the site are only Anonymous, and Windows if required:
  3. The snapshotter.config is setup as explained in the previous section, if the Board version is older than 10.5
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