Install from Liferay Marketplace
Third party software
Visioneo makes use of these third-party software.
This is a large application because it embeds a BIRT runtime. Therefore, it might be necessary to increase memory arguments of your portal before installing it:
- Java permanent memory
- Java heap memory
Please visit this article first: it details memory arguments and shows how to change the current values .
Remove older Visioneo versions
If an older Visioneo version was already installed, we need to remove it first.
- Backup your portlet.xml file if you customized it (<visioneo home>/WEB-INF/portlet.xml)
- In Liferay control panel -> ("Application Manager" with Liferay 6.2, and "Update Manager" with older Liferay versions) -> Remove visioneo reportlet
- Stop the portal
Check in your deployment folder if visioneo-portlet application has been completely removed (i.e. in Tomcat: <Tomcat home>/webapps/visioneo-portlet). If this folder still exists, remove it manually.
Deploy visioneo app
The install process works like a charm with Liferay 6.2. Just click install from "purchased" screen, it might last a few minutes.
At the end of the process, in your Liferay server console / logs you will see something like:
[PortletHotDeployListener] 5 portlets for visioneo-portlet are available for use (3 portlets for versions older than 2.2)
If your console is stuck on the step "Deployment will start in a few seconds...", you have to restart Liferay to complete the install.
Check Visioneo category in Liferay UI
When the application is deployed, we can see in liferay applications new portlets under a "Visioneo" category. If you can't see this new category, please stop / restart the portal to complete the install. This issue sometimes occurs with large plugins such Visioneo portlet.
With version 2.2, here is what we see:
Both Professional and Community Editions have these 5 portlets available. However only two of them are actually useable with a Community Edition (see details below), others are specific to Professional Edition features. Let's go for a review:
|BIRT report||This is the main portlet, a complete reporting application formerly named "Visioneo reportlet" in the control panel. It allows to display BIRT reports and interact with parameters, drill actions and export in various formats||Yes|
|Toolbar buttons||(From version 2.2) Very simple portlet allowing to run visioneo actions from outside a report window||Yes|
|External parameter||Powerful portlet allowing to display report parameters outside a report window. a limited mode is made available in the Community Edition: we can display external parameters, but they won't refresh reports. Thus you can evaluate how it will be easy to define external parameters in your portal pages, if you decide later to purchase a professional edition!||Demo only|
|Repository BIRT||(From version 2.2) Allows to test and store your BIRT repository location in the database of the portal.||Demo only|
|Refresh button||Very simple portlet allowing to refresh a report from outside a report window.||Demo only|
Define your first reportlet window!
Drag & drop a BIRT report on a portal page. The first actions are always longer to be run, it is normal a BIRT engine needs to be warmed up!
Click the portlet options to access "preferences mode", and select your report preferences. For example select the "welcome" report to see all parameter types in action!
With the default configuration, the reportlet window is maximized when this mode is selected. Thus it is more convenient to edit your preferences:
Note that Liferay makes use of specific and very convenient configurations files to extend the portlet.xml descriptor, especially liferay-portlet.xml. This file is located in /WEB-INF folder, for instance on tomcat:
Define security roles
If you use a default Liferay bundle, the security roles should be already correctly setup in liferay-portlet.xml, you can ignore this section. In this file, you will find these entries:
For each entry, "role-name" is the internal role used by Visioneo, when "role-link" is the Liferay role name as you can see it in the Control Panel of the portal . These roles can be accessed from BIRT reports if necessary. By the way, we can access to any information related to the logged user from birt reports, including Liferay "Custom fields"!
To start up, the most important role to check is "administrator". You can see in the reportlet admin dialog which roles are correctly mapped.
Add your own BIRT reports
Develop your own BIRT reports using Eclipse report designer, and upload them to Liferay portal. They are immediately available through Visioneo portlet windows! See how to add reports & subfolders for more informations.
From version 2.2, the report-design below is available in all distributions and is completely standalone (it does not make use of any resource such an image or a library).
If you just begin with BIRT:
- For a quick startup edit this report in Eclipse designer and use it as a reference to create your first reports.
- Visit Eclipse BIRT tutorials
- A few valuable BIRT Forums & resources:
How to restart Visioneo application?
If you need to restart Visioneo application (for example after some changes in "portlet.xml" descriptor), then you should restart Liferay portal. It is important, if you restart Visioneo separately a couple of times your application server might face to memory troubles.