How to add network report printers for Vision

1. Determine the account that will be used as the Service Account to generate reports.  
   • This account should  have a complex password which does not change.
   • This account must be a member of the local Administrators group on the print server, if applicable.
   • It must be a member of the local Administrators group on the Web Server.
   • It must also be a member of the IIS_IUSRS group.
   • It must have the following rights in  Administrative Tools > Local Security Policy > Local Policies > User Rights Assignment:
     • Allow Log on Locally
     • Log on as a Batch Job
     • Log on as a Service
2. In IIS, set the Application Pool account:
   • Select Administrative Tools > Internet Information Services
   • Under Application Pools, select the DeltekVisionAppPool.
   • Change the identity to the Service Account as identified in Step 1.
   • Confirm the password and apply.
3. Restart IIS.
   • Note: Restarting IIS will kick all users out of Vision.
4. On the SQL Server, set security for the Service Account:
   • Open SQL Server Management Studio and connect to the appropriate database engine.
   • Select Security > Logins
   • If the service Account does not appear, select New Login and add it.
     • For a Domain Account, make sure it is in the format DOMAIN\Account.
   • Make sure that the Service Account has the server role of sysadmin. 
5. On the Report Server, set Report Server security for the service Account:
   •  Launch Reporting Services Configuration Manager
   •  Connect to the appropriate Report Server instance.
   •  Select the Web Portal URL (or Report Manager URL for older versions)
   •  Click the blue underlined link for the URL.
   •  If prompted, enter a username and password for an administrator account.
   •  Under Folder Settings, select New Role Assignment.
   •  Enter the Account and select Content Manager.
   •  From the upper menu, select Site Settings.
   •  Under Security, select New Role Assignment.
   •  Enter the Account and select System Administrator.
   •  Close the page.  
   •  Test the URL again to make sure it works.         
6. On the Web Server, in Weblink, set the Report Server identity to the same Account:
   • Open Weblink and login.
   • On the General tab, select the appropriate database
   • On the Report Server tab, locate the Windows Username.
   • Change that to the same Service Account.  
     • For a Domain account, make sure it is in the format DOMAIN\Account.
   • From the menu bar, hit Test > Report Server Configuration.
   • If the test is successful, save the record.
   • Repeat for each database listed under the General tab.
   • Note: In Weblink, the Windows User Account field may be case sensitive. Enter the Domain name in all caps.  
7. On the Web Server, set up the printers under the identity of this service account:
   • Log into the Web server using this Account.
   • Select Start > Settings > Printers.  
   • Create the desired printers. The appropriate print drivers have to be installed on this server.
     • If printers had been installed under another identity, it may be necessary to delete the printers and set them back up again under this identity.
   • A printer can be set up as a local printer using an IP address.
   • It will not need to be shared, since all Vision printing will be run under the identity of the Service Account.
   • Make sure that the Print Spooler service is running.
8. On a Vision workstation, refresh the printers:
   •  Log into Vision with an administrative account.
   •  Select Utilities > Report Administration.  
   •  Click the Report Printers tab.
   •  Click the Refresh Report Printers link.  
   •  When the printers have finished reloading, they should appear in the list.
9. To give users rights to the printer:
   • Log into Vision with administrative rights.
   • Select Configuration > Security > Roles.  
   • Find the Role that applies to the users who are having the problem.  
   • Select that Role.  
   • Select the tab called Access Rights.  
   • For Functional area, select Report Printers.  
   • The printer should show up under the Available Printers.  
   • Add the printer for this Role.
10. Have the user log out of Vision, then back in again, and try printing. The user should now have access to the printer.