Microsoft SQL Server, MySQL, Oracle and PostgreSQL databases are supported out-of-the-box. Exago also supports a SQLite database for development, testing and demonstration. To use a different database type, consider writing a custom implementation of the Storage Management library.
Important
Exago recommends using the included SQLite database for development, testing and demonstration purposes only. Use MSSQL, MySQL, Oracle or PostgreSQL in a production environment.
In order to install Exago for the first time, it is necessary to configure the report storage system. Prior to v2020.1 there was a requirement to set the Report Path. Now with Storage Management, the following steps are required to get the report storage mechanism up and running:
Review the Identity Keys section of the Storage Management: Introduction article or hover your mouse over Identity and click the ‘click here’ link for assistance with these settings for more information about these values.
Use the ImportExportStorageMgmt command line utility, available in v2020.1.17+ and v2021.1.5+, to transition one SM database to another.
Review the Transitioning Between Storage Management Databases article for full details.
When upgrading from pre-v2020.1, consult the Storage Management: Transitioning from Legacy Storage Methods article. This guide describes a general storage upgrade procedure and then lays out the steps for updating file system, cloud and Folder Management. Be sure to include the Themes directory when making the transition. Otherwise, no chart, map or report themes will be available after the upgrade.
In certain circumstances, it may be desirable to emulate the behavior of the legacy storage mechanism rather then changeover to the new permissions model provided by Storage Management. In these cases, setting the Admin Console > Storage Management > Default Settings as described below will result in similar behavior.
In a file system, no content access permission model was available. Set the default settings as follows. You will use Roles to manage who has access to content in the system.
The Exago provided transitioning tools FileSystemToJson or LoadReportsToDb -D will use system as the Owner ID for all content loaded from a legacy file system. Therefore, we recommend setting the Owner Id to system in the Admin Console when emulating a file system storage system.
Using Exago’s Folder Management sample code provided a content permission system that did not include inheritance. Therefore, set the default settings as follows. You will use the permission system built in to Storage Management to manage access to content. This will require making changes to the Storage Management database, either directly with SQL or with the Storage Management Utility.