Publishing Web Reports to a secure file share

Optiva Web Reports can optionally save a copy of the report output (PDF, Word, etc.) to a given location on a file server so that it can be examined and printed at a later time without having to re-run the report on the web server.

To do this in an On Premise environment without Infor Document Management (IDM), you add the optional p5 parameter to the URL that you normally use to generate the report. In this parameter, give the full path and file name to save the report output to. If the file exists already at that location, it is not overwritten. For example:

http://webserver/FsWebReports/launch.aspx?p1=cr-sample.xml&p2=asdf&p3=PDF&p4=C:\FsWebReports\Source\CR-Sample.rpt&p5=\\fileserver\sharename\ CR-Sample.pdf

In the above example, the report is generated by the Web Reports server (webserver) and it saves a copy of the report output to a second server (fileserver).

In order for the copy to be saved, the appropriate Windows permissions must be configured on the file server so that Web Reports can successfully save the report output. This can be as simple as setting the Everyone group to have write access.

For a more secure approach, you can configure Web Reports to impersonate a standard Windows user on your network. You then also configure the shared folder on the file server so that this

Windows user has permission to create files there instead of Everyone being able to create and delete files there.

Also, this impersonated Windows user has print permission on the file server.