by ValeDale

vReports is an enterprise-grade reporting module for SuiteCRM that is easy to use, but hosts many advanced features. It includes helpful functions like Orgcharts, Bookmarks, and interactive graphics.

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Installation Guide

Note that for all ValeDale modules that require vCommon (included in corresponding packages), the licensing administration is centralized under vCommon (administration -> ValeDale Common -> Licensing ) (thus, not in the module itself).

Installing the Add-on

Before installation: - vCommon resolves a bug in SuiteCRM related to selfreferencing files. As a result, 4 core files are adapted. The system will make a back-up of your current files. In your SuiteCRM log, if any action is taken, you will see marked as "Fatal" (although it will not be an error) when back-ups are made. Note that when you install upgrades the system will check if files have changed and not make unnecessary back-ups.

Find below the basic instructions. For more detailled information check out the admin manual.

1.1 New installation vReports

vReports supports as database:

  • MySQL

  • MSSQL

Ensure that you have the right version of ValeDale Common Module.

Make sure the rights are correctly set for the appropriate folders and files (see SuiteCRM documentation)

  1. Install the appropriate ValeDale Common module

  2. Install vReports

If needed:

  1. Perform a Quick Repair (admin section - > Repair)

1.2 Upgrading to newer version of VReports

1.2.1 No newer version of ValeDale Common required

Make sure the rights are correctly set for the appropriate folders and files (see SuiteCRM documentation)

  1. Install the new version of vReports (no uninstall required)

If things are not as you expect:

  1. Perform a "Quick Repair ad Rebuild" (admin section - > Repair) (probably not needed but...)

1.2.2 New version of ValeDale Common required

Make sure the rights are correctly set for the appropriate folders and files (see SuiteCRM documentation)

  1. Install new ValeDale Common module
  2. Install new version of vReports

If things are not as you expect: 3. Perform a "Quick Repair ad Rebuild" (admin section - > Repair) 4. Perform a "Repair JS Files" (admin section - > Repair)

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