Overview - Log into iServer Express using iPortal

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This lesson demonstrates the following:

• Start iPortal, the web-based user interface for iServer Express.
• Log in to iServer Express using iPortal.
• Change the administrator password.

Contents 1 Introducing iPortal 2 Navigating to iPortal 2.1 Windows Start Menu Option 2.2 Opening iPortal on a Remote Machine 3 iPortal Landing Page 4 Log into iServer Express 5 Document Listing 6 Change the Adminstrator Password 7 Learn More

Introducing iPortal

iServer Express has three major components. First is the back-end^{reference needed} which stores, runs and secures reports. Second is the user interface called iPortal. Third is the Management Console for managing iServer Express. iPortal provides the end-user interface to browse, run, view and organize reports.

Note: iPortal is also available as a stand-alone product. This introduction to iPortal is for the version that comes with iServer Express.

Navigating to iPortal

There are three ways to navigate to iPortal. If you are currently on the machine where iPortal is installed then:

• Use the context menu to open this link in a new window: http://localhost:8900/iportal.

Go ahead and save a bookmark so you can easily return to iPortal later.

Windows Start Menu Option

If you are on the same Windows machine on which you installed iServer Express, then you can use a start menu option.

• To use the Windows “Start” menu, navigate to Start → All Programs → Actuate 9.

• Select iServer Express.

Remember, this only works if you are browsing from the same machine on which iServer Express is installed.

Opening iPortal on a Remote Machine

Alternatively, if you are accessing iServer Express on a machine other than the local one, point your Web browser at this URL:

http://MACHINENAME:8900/iportal

Substitute the iServer Express machine name for MACHINENAME above.

iPortal Landing Page

The iPortal landing page appears. From here, you can log in or view the documentation. You can customize the landing page^{reference needed} to fit your organization's needs.

Log into iServer Express

Do the following from the landing page to log in.

• Click the Log In Now button.

The login screen appears.

Note the version information at the top of the page. This guide is tailored to

Version: 9 Service Pack 3 Fix 4 (Build 90F080805)

If your version is different, some of the steps or screen shots in this guide may not exactly match what you will see.

If this is your first time using iServer, the system only has one user defined: the Administrator. Administrator is a special iServer Express user that has full access to all server resources. Fill in the fields as follows:

• Volume – leave this field as is.
• User name – enter administrator.
• Password – leave blank, as this is the first time you’ve logged into iServer. After logging in, you will immediately create an Administrator password.
• Language – select your language and locale from the drop-down list.
• Time zone – select the time zone where you, the iServer user, are located, even if iServer machine resides in a different time zone.
• Click the Log In button.

Note: The first time you navigate to a web page in a fresh installation of iServer there might be a slight delay as iPortal's JSP (Java Server Pages) engine compiles the page. This delay only occurs the very first time you access each page. Subsequent visits to a page do not experience any delay.

Document Listing

After logging in you see a documents listing. Documents are reports, report output and more. A document is simply a file. iServer Express organizes documents using the familiar folder metaphor. The page that appears after login shows the Administrator's home folder. Each user has a home (or "personal") folder that stores reports and report documents owned by that user and not shared with others. iServer Express also provides shared folders which we'll soon explore. You can return to your home folder at any time by clicking the “My Folder” link in the upper right corner of each iPortal page.

Change the Adminstrator Password

After logging into iServer Express for the first time, you should immediately change the administrator password.

• Click on the “Options” link in the upper right corner of the home folder page.

The Options page appears:

• Under “Update password,” leave the “old password” field blank and enter the new password.
• Click Save Options.

The password changes and you will again see the Documents listing for the administrator’s home folder.

Learn More

The following product manuals at http://www.birt-exchange.com/modules/documentation/ provide more information.

• If you are a BIRT user: BIRT Deployment → iServer Express Report Server → Using Actuate iServer Express, or
• If you are an e.Spreadsheet user: Spreadsheet Automation → iServer Express Report Server → Using Actuate iServer Express
  • Managing Reports
    • Connecting to a repository (for logging in)
    • Setting preferences (for changing the password)

The same documentation is available in your iServer Express install:

• http://localhost:8900/iportal/help/wwhelp/wwhimpl/js/html/wwhelp.htm → Using iPortal for Actuate iServer Express → Managing Reports (substitute the proper machine name for "localhost" if iPortal is on another machine.)
  • Connecting to a repository (for logging in)
  • Setting preferences (for changing the password)

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