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2 changes: 1 addition & 1 deletion i-u-b/upgrade-trouble.md
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Expand Up @@ -9,6 +9,6 @@ There are a number of things that can go wrong during an upgrade. The best thing
* Operating system environment and version
* List of any custom apps installed, including your own

These things will help the community to better understand your issue. You might have discovered a defect in the software and so a [github issue](https://github.com/frappe/erpnext/issues) will need to be opened. This is why the admin guide stresses the importance of upgrading in a non-production environment first. That way your users will not be impacted by a delay to figure out an issue with an upgrade. Especially if there is a defect, you will have to wait to get it fixed (or fix it yourself and post a pull request) and then wait for a release to master branch to occur to try again.<br /><br />
These things will help the community to better understand your issue. You might have discovered a defect in the software and so a [github issue](https://github.com/frappe/erpnext/issues) will need to be opened. This is why the admin guide stresses the importance of upgrading in a non-production environment first. That way your users will not be impacted by a delay to figure out an issue with an upgrade. Especially if there is a defect, you will have to wait to get it fixed (or fix it yourself and post a pull request) and then wait for a release to master branch to occur to try again.<br /><br /><br /><br />

Home: [Table of Contents](../ "Table of Contents") | Previous: [3.3.3 Reverting to an Older Version](revert "Reverting to an Older Version") | Next: [3.4 Backing Up ERPNext](backup "Backing Up ERPNext")
16 changes: 13 additions & 3 deletions reporting/install-bi-dev.md
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Expand Up @@ -26,15 +26,25 @@ From the Welcome page, click to **Launch the Eclipse Marketplace**. Find and ins
* GitHub Extensions
* Markdown Text Editor
* PyDev - Python IDE for Eclipse
* Data Tools Platform

After a restart of Eclipse, open the report design perspective.
After a restart of Eclipse, you will need to get the MariaDB Java `jar` files for the database client. Go to this website -- <https://downloads.mariadb.org/connector-java/> and download the latest stable files. Drop them to a known good location such as the root directory of your installation.

Open the driver configuration

> Window > Preferences > Data Management > Connectivity > Driver Definition
Click Add, Pick *MySQL JDBC Driver* (any version). Click on the Jar List tab. Add the `mariadb-java-client-[x].[y].[z].jar` and `mariadb-java-client-[x].[y].[z]-javadoc.jar` files to the list. Remove any out of the box `mysql.jar` references. Click on the Properties tab. Change Connection URL to `jdbc:mysql://[server]:3306/[database]`, change Database Name to `[database]`, change Driver Class to `org.mariadb.jdbc.Driver`, and change User ID to `[user]. Click OK to Save.

Now you are ready to create a connection to the server for reporting.

Open the report design perspective.

> Window > Perspective > Open Perspective > Other
Select "Report Design" from the list of perspectives.

Now you are ready to build some reports! Read the [documentation](https://community.jaspersoft.com/project/jaspersoft-studio/resources) online.

Now you are ready to build some reports! Read the [documentation](https://community.jaspersoft.com/project/jaspersoft-studio/resources) online.<br /><br />

Home: [Table of Contents](../ "Table of Contents") | Previous: [21.3 Installation of a Business Intelligence Engine](install-bi "Installation of a Business Intelligence Engine") | Next:

28 changes: 28 additions & 0 deletions reporting/install-bi.md
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Expand Up @@ -10,6 +10,8 @@ The admin guide recommends JasperSoft JasperReports Server for an external BI En

JasperSoft has some great documentation here - <https://community.jaspersoft.com/wiki/getting-started-jasperreports-server> - that you should definitely read over. Scroll down to the installation section of the page and download the installation guide. The community edition is what you will want to install for a base setup.

**NOTE:** You don't have to install the JasperSoft JasperReports Server to run JasperReports in ERPNext. The custom application installed in the next step has a default option of hosting the reports locally. If you are just starting out, it is probably easiest to just install the app into ERPNext and host the reports locally.

### 21.3.2 Installation of Jasper Reports Custom ERPNext App

There are two versions of the "Jasper EPNext Report" custom application. The original version was written by `saguas` and placed on GitHub here - <https://github.com/saguas/jasper_erpnext_report>. The repository has become stale (last commit was in 09/2016) and `consoleerp` has forked the original and made updates. The fork is on GitHub here - <https://github.com/consoleerp/jasper_erpnext_report>. We will install and use the `consoleerp` fork as it is more maintained.
Expand Down Expand Up @@ -55,6 +57,9 @@ Now install the application
bench get-app jasper_erpnext_report https://github.com/consoleerp/jasper_erpnext_report.git \
2>&1 | tee jasper-reports-install.log
bench install-app jasper_erpnext_report 2>&1 | tee --append jasper-reports-install.log

# This step will upgrade your environment to latest code along with installing the
# python requirements for jasper_erpnext_report.
bench update --requirements 2>&1 | tee --append jasper-reports-install.log

#### 21.3.2.1 Setup Role Permissions Manager Permissions
Expand Down Expand Up @@ -85,6 +90,29 @@ From the User menu, select **Reload** to clear the cache. Then open Jasper Erpn

> Explore > Jasper Erpnext Report
#### 21.3.2.2 Setup MariaDB for Reporting

If you need to be able to communicate to the server from a remote host, then follow these directions -- <https://mariadb.com/kb/en/library/configuring-mariadb-for-remote-client-access/>. This is usually needed as most administrators will want to use external database management tools and query "builder" tools to help develop the queries used for reporting.

Some suggested management and "query" tools:
* phpMyAdmin -- <https://www.phpmyadmin.net/>
* Eclipse Data Tools Platform (DTP) -- <http://www.eclipse.org/datatools/>
* SQuirreL SQL Client -- <http://www.squirrelsql.org/>

It is a best practice to run reports with a "reporting user". You can read this documentation -- <https://mariadb.com/kb/en/library/create-user/>. Create a reporting user in the MariaDB instance for your envrionment.

# Logon to MariaDB
mysql -u root -p

# Create the user
CREATE USER 'erpnext-reports'@'%' IDENTIFIED BY '[password]';
GRANT SELECT ON *.* to 'erpnext-reports'@'%';
FLUSH PRIVILEGES;
exit;

# Now test the new user
mysql -u erpnext-reports -p

<br />

Home: [Table of Contents](../ "Table of Contents") | Previous: [21.2 Types of Reporting](types "Types of Reporting") | Next: [21.4 Installation of BI Development Environment](install-bi-dev "Installation of BI Development Environment")

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