Set Up FTP for Report Server

To use Plant Applications Report Engines, you must enable your machine with the FTP permissions. Following are the steps to configure Microsoft IIS FTP permissions.

Procedure

  1. From the Windows Start menu, select .
  2. Double-click Internet Information Services (IIS) Manager.
  3. In Connections, select IIS Home page (Computer Name), and then scroll down to FTP section.
  4. Double-click FTP Authentication.
  5. Select Anonymous Authentication and change the status to Enabled in the Actions pane. Ensure Basic Authentication is also Enabled, if you want to use a username/password with Plant Applications Report Engines.
    Note: It is recommended to enable both Anonymous Authentication and Basic Authentication.
  6. In Connections, select IIS Home page again, and then scroll down to FTP section.
  7. Double-click FTP Authorization Rules.
  8. Select Add Allow Rule to add a new rule, or right-click an existing rule and select Edit from the Actions list.
    1. Select All Anonymous Users.
    2. Select Read and Write permissions check boxes.
    3. Select OK.
    A new rule is added. If the existing rule is edited, then the rule will be updated.
  9. Select Add Allow Rule in the Actions pane.
    1. All Users is selected by default.
    2. Select Read and Write permissions check boxes.
    3. Select OK.
    A new rule is added.
  10. Open command prompt window in the administrator's mode, and execute the command: iisreset.

What to do next

Configure Web Server Report Engines with or without using FTP

To configure Web Server Report Engines with FTP, you must set UseFTP site parameter to True.

To configure Web Server Report Engines without FTP, you must set UseFTP site parameter to False.

If UseFTP is set to false, you must place the templates at this location (if the template is not published through Plant Applications Excel Add-in) <Installation_Location>\Proficy\Plant Applications Web Server\Report Server\Templates, and reports will be generated at this location <Installation_Location>\Plant Applications Web Server\Report Server\Reports. The ServerFileLocation parameter in Plant Applications Web Server must match the path where reports are generated.

Configure Web Server Report Engines without FTP (UseFTP is set to False)

When UseFTP is set to False, the Engine uses ServerFileLocation parameter and reports are generated in the web server.

  1. Log in to the Web Administrator.
  2. Access the Web Server folder, and then select the Parameters folder.
  3. In the right pane, right-click the parameter 'ServerFileLocation', and then select Properties. The Report Parameter Properties dialog box appears.
  4. In the Default Value field, type the file path: <Installation_Location>\Proficy\Plant Applications Web Server\Report Server\Reports where reports will be generated.
  5. Select OK.

Configure Web Server Report Engines with FTP (UseFTP is set to True)

When UseFTP site parameter is set to True, the Engine uses FileLocation web server parameter to generate reports in the FTP path. The FTP path should be in the following format: <name of ftp server>/<sub folder name>.

  1. Log in to the Web Administrator.
  2. Access the Web Server folder, and then select the Parameters folder.
  3. In the right pane, right-click the parameter 'FileLocation', and then select Properties. The Report Parameter Properties dialog box appears.
  4. In the Default Value field, type the FTP path where reports will be generated. The FTP path should be in the following format: <name of ftp server>/<sub folder name>.
  5. Select OK.