# ReportFactory Tagging Tool Version 2.0 User Manual : Installing and starting ReportFactory Tagging tool

Created by User manual, last modified on Oct 04, 2020

# Installation instructions

The ReportFactory© Tagging tool is available either as a single-user or as a multi-user setup, as specified in the license key file that is delivered in addition to the software package. For the multi-user version, the license key file also contains the number of available user license.

The ReportFactory© Tagging tool can be installed under Windows using an installer or can be deployed to Windows and other operating systems as an application in an existing web server.

The Windows installer is usually used for the single-user setup; web server deployment is recommended for the multi-user setup or for installation on non-Windows operating systems. In any case, ReportFactory© Tagging tool users can freely decide which installation type they want to use.

To obtain more information on the installation details please refer to the installation manual.

A default user is created when you launch ReportFactory© Tagging tool for the first time. The username and password are documented in the installation manual.

# Starting after Windows installer installation

The ReportFactory© Tagging tool is a server-client type of application whose user interface is available through any supported browser.

Once you installed the application via the installer, you can start it by clicking Start RF server in the Windows Start menu. This will bring up the ReportFactory© Tagging tool console window.

Please do not close the console window as this would stop ReportFactory© Tagging tool! The console window can be minimized instead. If you actually want to stop ReportFactory© Tagging tool click Stop RF server in the Windows Start menu.

There are two areas: If you have administrator rights, you can access the administration area to manage the ReportFactory© Tagging tool users. In the general user area, all users – which have been created through the admin area – can do their work.

The admin area can be accessed by clicking ReportFactory admin GUI in the Windows Start menu or by starting any supported web browser and navigating to:

http://localhost:8080/reportfactory/admin

The user area can be accessed by clicking ReportFactory GUI in the Windows Start menu or by starting any supported web browser and navigating to:

http://localhost:8080/reportfactory

The following login screen will appear in your browser:

After logging in, the ribbon will appear

If you haven't logged out after using ReportFactory© Tagging tool and opted to store the credentials in your web browser, the login screen will be skipped and the ribbon will be displayed immediately after accessing the application.

# Starting after webserver deploy

There are two areas: If you have administrator rights, you can access the administration area to manage the ReportFactory© Tagging tool users. In the general user-interface, all users – which have been created through the admin area – can do their work.

The admin area can be accessed by starting any supported web browser and navigating to:

<server:port>/reportfactory/admin

The user area can be accessed by starting any supported web browser and navigating to:

<server:port>/reportfactory

Please check with your system administrator for the exact server and port used by ReportFactory© Tagging tool

The following login screen will appear in your browser:

After logging in, the ribbon will appear

If you haven't logged out after using ReportFactory© Tagging tool and opted to store the credentials in your web browser, the login screen will be skipped and the ribbon will be displayed immediately after accessing the application.

# Password change/Logout

A user must be logged in to change their password. The User menu located in the Account ribbon section on the top allows you to:

- Change Password
- Logout

To change your password, click Change password in the menu. The following dialog will appear:

To verify it's really you requesting this change, type the password you are currently logged in with into the Current password text input and then provide the desired password in the New password and Retype text inputs (the text provided in New password and Retype must match exactly). Confirm the change by clicking Save.

To log out, navigate to the User menu and click Logout. The login screen will appear where you can provide your credentials to log in again.

Please note that your credentials might be stored by your Internet browser. Therefore, you should log out after you have finished your work to ensure that nobody else can access the software from your computer without proper authorization.

User management

Users are created and managed in the administration area of ReportFactory© Tagging tool. Each user is identified by their login name, real name, and password.

New users are created by clicking Add user

Three user roles can be assigned to each user:

1. Selecting the Admin checkbox adds the user to the administrator role and provides them with administrative privileges including permission to access the administration area as well as to create, modify, and delete users.
2. Selecting the Domain user checkbox adds the user to the domain user role and authorizes them to work on report projects. Individual project-level permissions can only be assigned to domain users,
3. Selecting the Project creator checkbox adds the user to the project creator role and authorizes them to create report projects. Project creators have full control of the projects they've created and can control domain user access to those projects by assigning them project-level permissions.

Only domain user role members are counted against the license quota. Users that don't belong to any role can't have permissions assigned to them and therefore can be regarded as disabled users. In other words, to disable a user and revoke their permissions, you can simply remove them from all roles they belong to.

The role membership, details, and passwords of existing can be edited by clicking the Edit icon. Users can be deleted by clicking the Delete icon.

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