WorkEngine v3.x Installation Guide - EPM Live

1. Once the Site Collection has been created, be sure that you are logged into Central
Administration as the Service Account.
2. Click the Reporting Configuration link within the WorkEngine Administration section of Central
Administration.
3. Select the appropriate Web Application.
4. Click the Add Mapping button.
5. Select the Site Collection that you just created from the orange dropdown selector.
6. Select or enter the following information:
a. Existing or New: Choose to create a new database.
b. Server: Enter the database server name of the server that will host the reporting
database.
c. Database Name: Enter the database name.
d. User SQL Account: Leave unchecked.
7. Click the Create Database button.
8. Grant db_owner permissions to either a Windows Account or SQL Account that you designate as
the account that will access reporting data.
5. Run the Reporting Configuration Wizard:
1. Click on the Setup Wizard link from within the WorkEngine Administration section of Site
Settings.
2. Assuming that you have already mapped your Site Collection to a Reporting Database (section
4), you will only be required to enter the account that you designated as the reporting account
in step 8 of section 4 above.
3. Enter your account and click the Next button.
4. When prompted by the wizard to view additional configuration information, select the ‘No’
radio button and click the Finish button. The wizard will now go through each report in your Site
Collection and configure it to point to the correct Data Source.
Note: You can run the setup wizard again at a later date to view the extra configuration information if
you so choose.
6. Retraction Steps
1. From add/remove program, uninstall all WorkEngine programs.
2. Use STSADM to delete all WorkEngine Templates from the server.
3. Delete the epmlive database.
4. Delete the WorkEngine folder from the /Program Files directory of each web server in the farm.
7. Additional Resources
Please visit our Knowledge Base at http://kb.epmlive.com in order to troubleshoot installation issues.
EPM Live v3.x Installation Guide Page 10