Installation Guide

Installation Guide

This installation guide will help you complete the installation of Zoho Reports On-Premise.

Zoho Reports On-Premise Editions

Zoho Reports On-Premise is available in two editions, Personal and Professional.

  • Personal Edition - This is a single user version. This edition offers no collaboration capabilities. The volume of data is restricted to 25,000 rows.
  • Professional Edition - This is a multi-user version with no limitation on the volume of data that can be imported. It offers full collaboration capabilities.
FeaturesPersonal Edition Professional Edition
Users 

As per purchased license

Records / Rows

25,000

Unlimited

Reports / Dashboards

Unlimited

Unlimited

Databases

5

Unlimited

Query Tables

Unlimited

Unlimited

Generate Links

No

Yes

Rebranding

No

Yes (add-on)

Sharing and Collaboration

No

Yes

Back Up options

No

Yes

Scheduled Email

No

Yes

Integration with ServiceDesk Plus

Yes

Yes

Integration with ServiceDesk Plus MSP

Yes

Yes

Integration with Applications Manager

Yes

Yes

Integration with OpManager

Yes

Yes

Integration with SupportCenter Plus

Yes

Yes

Multilanguage support

No

Yes (add-on)

Prerequisites

  • Need to exclude anti-virus scan for the folder where Zoho Reports On-Premise is installed (eg. C:/Zoho/Reports)

  • The hostname of the server where Zoho Reports  On-Premise is to be installed should not contain the underscore ( _ ) symbol in it. The underscore may affect the application startup and make certain services inaccessible on TCP/IP networks. Use the server hostname: https://zoho-reports:8443 instead of https://zoho_reports:8443

  • The default ports used by the application is 8443 and 8200. 8443 (configurable at the time of installation) is the web server port, on which the web client will be accessible. The 8200 port is used by the authentication service that validates user sessions. These ports should be open on your firewall.

  • If you want to run the Zoho Reports On-Premise batch files on Windows Server 2008, make sure that you have 'Edit' permission for Zoho Reports  On-Premise folders (even if you are an administrator).

  • Zoho Reports  On-Premise can be installed on virtual servers. In such cases, Dynamic Resource Balancing should be turned off by configuring Distributed Resource Scheduler (DRS) at the ESX/VMlevel.

NOTE:

  • It is advisable to open command prompt as administrator (right click - 'Run as administrator') to run batch files.

  • Please make sure that the installation directory names or its parent directory names do not have any space character. 

System Requirements

The minimum system requirements for effectively running Zoho Reports  On-Premise are given below.

Professional Edition 

Specification

Evaluation

Production

OS

Windows 7 and above

Any 32 bit Windows server 2008 and above 

Any 64 bit Windows 2008 Server R2 and above

Processor

1 GHz2 GHz, Quad core processor

Memory

4 GB8GB

HardDisk

80 GB250GB

Supported browsers

Firefox v40 and above

Google Chrome v40 and above

Firefox v40 and above

Google Chrome v40 and above

Personal Edition

Specification

Minimum requirement

OS

Windows 7 and above

Processor

1 GHz

Memory

4GB

HardDisk

80GB

Supported browsers

Firefox v40 and above

Google Chrome v40 and above

 

Downloading Zoho Reports  On-Premise 

You can download Zoho Reports On-Premise from here.

Installation procedure

One Click Installation

Zoho Reports On-Premise allows you to install in a single click. This option installs Zoho Reports in the default location i.e., C:/Zoho/Reports

Advanced Installation

You also choose to customise the installation directory, port using the Advanced Install Option.  

Follow the steps to install Zoho Reports.

  1. Double-click the downloaded exe to begin the installation process.
  2. Click Advanced Install to start the installation.

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  3. Please read the license agreement carefully and accept the license agreement to proceed with the installation.

  4. Click Yes to continue with the installation process.
  5. The next step in the installation process is choosing the installation directory where Zoho Reports  On-Premise is to be installed. By default, the application is installed in C:\Zoho\Reports directory.
  6. Click Browse... button to change the installation directory. Choose the installation folder and click OK.

  7. NOTE: Please make sure that the installation directory or its parent directories do not have any space character in its name.
  8. You will be prompted to add the folder path in the antivirus exclusion list. Click OK to proceed.

  9. Enter the Web Server Port number. The default port number provided is 8443. Choose an alternate port number if 8443 is being used by a different application

  10. Click Next to continue with the installation process.
  11. The Installation Review dialog will open. Verify your inputs and click Next.

  12. The installation process takes a few minutes to complete. On successful installation, the Installation Completed screen is displayed. The option to Start Zoho Reports is enabled by default. Click Finish to exit the installation wizard.

  13. The application launches in a browser automatically. The default username is admin and the default password is admin.

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