Sams Microsoft SQL Server 2008- P13

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Sams Microsoft SQL Server 2008- P13

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  1. Managing Shared Schedules 581 FIGURE 36.11 Manage Report History menu. You must be a site administrator to manage shared schedules on a SharePoint site. To create shared schedules, click Site Actions at the upper right on the site, pick Site Settings, Modify All Site Settings, and then click Manage Shared Schedules under the Reporting Services section (see Figure 36.12). Download at WoweBook.com 36 FIGURE 36.12 Manage shared schedules. Click Add Schedule to create a shared schedule. You can specify a descriptive name, frequency, and a start and end date (see Figure 36.13). Shared schedules rely on the SQL Server Agent service. Once the schedule is created, reports and subscriptions associated with the schedule are triggered to run in a timely fashion. The lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  2. 582 CHAPTER 36 Managing Reports in SharePoint FIGURE 36.13 Create shared schedules. shared schedule can be paused or resumed (see Figure 36.14). If it is paused, reports execu- tions associated with the schedule will not get triggered until the schedule is resumed. FIGURE 36.14 Pause and resume shared schedules. Managing Subscriptions There is a Manage Subscriptions menu option when you select a report from the SharePoint document library. Subscriptions enable you to receive reports through a variety of delivery methods beyond the simple interactive report execution via a browser. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  3. Managing Subscriptions 583 Two types of subscriptions are supported: Standard Subscriptions and Data Driven Subscriptions (New in 2008 for SharePoint integrated mode; see Figure 36.15). Standard subscriptions produce one instance of a report and deliver it to a preconfigured destina- tion. Data-driven subscriptions can produce many report instances and deliver them to multiple destinations dynamically. FIGURE 36.15 Manage subscriptions. Subscription delivery methods include the following: . Email: Send a report via email. You can also configure fields such as To, CC, BCC, and Subject. . Windows File Share: Send a report to a Windows file share with the filename and 36 security credentials. . Null Delivery Provider: Generate subscriptions that preload the report cache. This can help increase report performance. . SharePoint Document Library: Send reports to a specified SharePoint document library. NOTE You must configure your report data source to use stored credentials or the unattended report-processing account as a prerequisite to creating subscriptions on the report. The credentials can be a Windows user account or a database user account. Figure 36.16 shows the UI for creating a standard subscription. Data-driven subscriptions (DDS) are more powerful and have been enabled for SharePoint integrated mode in Reporting Services 2008. DDS provide a way to dynamically filter results, decide on an output format, and generate a list of subscribers at runtime. The DDS feature is available only in the SQL Server Developer and Enterprise editions and not available in Standard, Web, or Express editions. Besides report and delivery extension information, a DDS includes information such as the subscriber data source and query to use for generating the dynamic subscription infor- mation at runtime. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  4. 584 CHAPTER 36 Managing Reports in SharePoint FIGURE 36.16 Standard subscription in SharePoint integrated mode. Figures 36.17 through 36.20 show the various steps in the SharePoint UI for setting up a DDS from the Create a Data-Driven Subscription option. Step 1 is to define the data source and query that will provide the dynamic list of recipi- ents, delivery settings, and report parameter values for each recipient. Step 2 is to specify the parameter values to use with the report subscription. It can be the report default, a static value, or a dynamic value returned from the query specified in step 1. Step 3 is to specify the delivery options to use with the report subscription, including loca- tion and rendering format. Step 4 is to specify the schedule for delivering the subscription. Delivery time can be based on a shared schedule, customized schedule, or whenever a report snapshot is created. Once a data driven subscription is created, when you click it to view details in SharePoint, there is a nice summary page that can be used to view and edit the various parts of the subscription, such as data definition, parameters, delivery options, and scheduling info (see Figure 36.21). SharePoint Document Management One of the key advantages of SSRS integration with SharePoint is that you can leverage popular SharePoint document management features such as versioning, content approval, alerts, permissions, and workflows. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  5. SharePoint Document Management 585 FIGURE 36.17 Create a data-driven subscription in SharePoint integrated mode: Step 1. 36 FIGURE 36.18 Create a data-driven subscription in SharePoint integrated mode: Step 2. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  6. 586 CHAPTER 36 Managing Reports in SharePoint FIGURE 36.19 Create a data-driven subscription in SharePoint integrated mode: Step 3. FIGURE 36.20 Split-Merge on subscription in SharePoint remove this Step 4. lease purchase PDF Create a data-driven www.verypdf.com tointegrated mode: watermark.
  7. Summary 587 36 FIGURE 36.21 Create a data-driven subscription in SharePoint integrated mode: Summary. For example, you can send an alert every time a report definition is updated on the SharePoint site in the same way SharePoint enables you to send alerts when a Word or Excel file is updated. No wonder that IT departments want to deploy SSRS in SharePoint integrated mode. Users are already trained in uploading, sharing, and securing documents via SharePoint, and they can now treat reports just like any other document and take advantage of SharePoint document management features. If you are new to SharePoint and want to learn more, you can find a helpful white paper on SharePoint document management at http://go.microsoft.com/fwlink/?LinkID=92638. Summary Report management is done in the SharePoint UI via the menu options on reports in the SharePoint document library. These include the management of report properties, permis- sions, data sources, parameters, processing options, history, schedules, and subscriptions. DDS support has been enabled in SharePoint integrated mode with the Reporting Services 2008 release. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
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  9. CHAPTER 37 IN THIS CHAPTER . Report Builder Reports in Ad Hoc Reporting in SharePoint . Data Sources in SharePoint SharePoint . Report Models in SharePoint . Report Builder 2.0 . Tips for Report Builder Usage R eport Builder is supported in SharePoint integrated mode and can be launched from SharePoint sites to create new reports or to edit existing reports and report models. By default, SSRS 2008 RTM release shipped with Report Builder 1.0, which relies on building reports on top of models. If you want to use Report Builder 2.0, you can install SQL Server 2008 Service Pack 1 and get 2.0 with Click Once capability. More information is available later in this chapter. As part of the SSRS add-in for SharePoint installation, new content types for Report Builder Report, Report Model, and Report Data Source are made available to SharePoint. These content types can be added to any document library to enable creating new documents of these types in that library. If you have a new document library that you want to enable with SSRS content types, go to the library settings, select Add from Existing Site Content Types, and select the reporting content types (see Figure 37.1). When you go to the New menu on the document library, you will now see options to create a new Report Builder Report, Report Data Source, or Report Model (see Figure 37.2). Thus, the end user is enabled to do ad hoc reporting by creating data sources, models, and Report Builder reports directly on the SharePoint site. NOTE With SSRS integration, the correct menu option in the SharePoint document library for creating new ad hoc reports is called New Report Builder Report. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  10. 590 CHAPTER 37 Ad Hoc Reporting in SharePoint Do not get confused by a default New Report menu item that shows up in SharePoint Reports Center. It is a SharePoint-specific concept, and it does not refer to SSRS reports. Instead, use the New Report Builder Report menu option for your ad hoc reporting needs. FIGURE 37.1 Add SSRS content types to a SharePoint document library. FIGURE 37.2 New menu options for report items in a SharePoint document library. Report Builder Reports in SharePoint When the New Report Builder Report menu option is selected, it will start the download of a click-once Report Builder application from the Report Server in SharePoint Integrated mode (see Figure 37.3). lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  11. Report Builder Reports in SharePoint 591 FIGURE 37.3 Click-once installation of Report Builder from Report Server. With SSRS 2008, Report Server has a property setting called ReportBuilderLaunchURL. Based on the value of this property set by the administrator, the Report Builder 1.0 or Report Builder 2.0 application may get downloaded for the end user. Report Builder 1.0 reports need to be created against report models, whereas Report Builder 2.0 reports can be created from scratch. Figure 37.4 shows a new Report Builder 1.0 report being created against an existing report model. 37 FIGURE 37.4 Report Builder 1.0 launched from SharePoint to create an ad hoc report. After the report has been developed, the Save option allows publishing the report directly to the SharePoint document library as an RDL file (see Figure 37.5). lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  12. 592 CHAPTER 37 Ad Hoc Reporting in SharePoint FIGURE 37.5 Save the Report Builder report by publishing to a SharePoint document library. In the same spirit, reports that are already published on the SharePoint document library can be opened in Report Builder for editing and then be resaved. This is done by selecting a report and choosing Edit in Report Builder (see Figure 37.6). FIGURE 37.6 Edit a report from a SharePoint document library in Report Builder. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  13. Data Sources in SharePoint 593 Data Sources in SharePoint An RSDS file represents a report data source, and it is generally created via Report Designer or Model Designer, from where it can be published to a SharePoint library. A new shared data source can also be created directly from the SharePoint document library. Figure 37.2 showed the Report Data Source option available on a SharePoint document library. This brings up a SharePoint page for creating a shared report data source (see Figure 37.7). 37 FIGURE 37.7 Create a new report data source from a SharePoint document library. Note that the SharePoint Data Connections document library is a logical place to save the shared report data sources. However, you can save them in any document library where reporting content types are enabled. NOTE It is also possible for reports in SharePoint integrated mode to use Office Data Connection (ODC) files rather than report data sources in limited scenarios (such as connecting to OLE DB or ODBC data sources). If you have existing ODC files that you want to use with reports, be sure to first review the limitations by reading the Microsoft SQL Server Books Online article titled “How to Use an Office Data Connection (.odd) with Reports” at https://technet.microsoft.com/en-us/library/bb326418.aspx. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  14. 594 CHAPTER 37 Ad Hoc Reporting in SharePoint Report Models in SharePoint Report Builder 1.0 requires reports to be built on top of report models. An SMDL file repre- sents a Report Builder model, and it is generally created via Model Designer, from where it can be published to a SharePoint library. New Report Builder models can also be created directly from the SharePoint document library. Figure 37.2 showed the Report Builder Model option available on a SharePoint document. This brings up a SharePoint page for creating a model (see Figure 37.8). FIGURE 37.8 Create a new Report Builder model from a SharePoint document library. Creation of a Report Builder model requires a shared data source to be available on the SharePoint site. The rules for the model generation are pretty much hidden from the user’s perspective. After the model has been generated, there is an option to regenerate it if needed. Report Builder 2.0 Report Builder 2.0 delivers an Office-like report-authoring environment and supports most of the report designer functionality found via Business Intelligence Development Studio (BIDS). Chapter 18, “Ad Hoc Reporting,” has more information about Report Builder 2.0 If you are using the SSRS 2008 RTM release, you won’t find Report Builder 2.0 in the box. It was made available as a web download after the RTM release. The download link is available from www.microsoft.com/sqlserver/2008/en/us/report-builder.aspx. NOTE We recommend installation of SQL Server 2008 Service Pack 1 on top of your SSRS 2008 RTM deployment because the service pack includes Reporting Builder 2.0 with Click Once capability. To download the service pack, go to: www.microsoft.com/down loads and search for “SQL Server 2008 Service Pack 1.” lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  15. Tips for Report Builder Usage 595 There is a new property in SSRS 2008 for Report Server called ReportBuilderLaunchURL that can be modified to point to Report Builder 2.0 rather than the default for Report Builder 1.0. Tips for Report Builder Usage To enable Report Builder to launch from a SharePoint document library when using forms authentication, follow these steps: 1. Add the following entries to the Web.config file for the SharePoint web applications where you want to allow Report Builder to be launched from your reports docu- ment libraries: 37 2. For non-English sites, ensure that you also add the appropriate LCID and culture entries to the Web.config file. For example, to enable launching in Japanese in addi- tion to English, add the following: lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  16. 596 CHAPTER 37 Ad Hoc Reporting in SharePoint 3. For information about LCIDs and cultures supported by the Reporting Services add- in for SharePoint, refer to the Install folder under %programfiles%\Common Files\Microsoft Shared\web server extensions\12\ISAPI\ReportBuilder. 4. Enable anonymous access on the ReportBuilder folder via IIS Manager. For more information, see “How to Enable Anonymous Access on the ReportBuilder Folder” at http://msdn.microsoft.com/en-us/library/ms365173(SQL.90).aspx. If users encounter an HTTP 401 or 400 error when launching Report Builder with basic authentication, you need to ensure that users select the Remember Password check box when they see the User Credentials dialog box at login time. The root cause is that the login via the User Credentials dialog box results in SharePoint creating a WSS_KeepSessionAuthenticated cookie to ensure this user remains authenticated for the duration of the session. Report Builder is launched using click-once, which is not aware of this WSS_KeepSessionAuthenticated cookie and results in this error from SharePoint during launch of Report Builder. Summary Ad hoc reporting is supported in SharePoint via Report Builder, which enables SharePoint users to create new reports or edit existing reports from the SharePoint document library. Report Builder reports are built on top of data sources and report models. The SSRS add-in for SharePoint adds new content types on the SharePoint site for reports, report data sources, and Report Builder models. This enables creation and sharing of these report items in the SharePoint document library. These report items can then be used via Report Builder for ad hoc reporting. lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  17. APPENDIX A IN THIS APPENDIX . MSDN Websites References and . SQL Customer Advisory Team Additional Reading Technical Notes . Microsoft SQL Server 2008 Samples . SQL Server Reporting Services 2008 Forum MSDN Websites . Blogs . Microsoft SQL Server 2008 Books Online . White Papers http://msdn.microsoft.com/en-us/sqlserver/ . SharePoint Integration Links cc514207.aspx . Additional Books . MSDN aggregator page for SQL Server Reporting Services (has links to newsgroups, blogs, white papers, videos, and tutorials) http://msdn.microsoft.com/en-us/sqlserver/cc511478. aspx SQL Customer Advisory Team Technical Notes http://sqlcat.com/ Search for “Reporting Services” to find gems such as the following: . Scaling Up Reporting Services 2008 vs. Reporting Services 2005: Lessons Learned . Reporting Services Scale-Out Deployment Best Practices . Reporting Services Performance Optimizations . Reporting Services Scale-Out Architecture . New Best Practices Articles Published - Scaling Up Reporting Services 2008 vs. Reporting Services 2005: Lessons Learned lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  18. 598 APPENDIX A References and Additional Reading . Report Server Catalog Best Practices . Technet Webcast: Building SQL Server Reporting Services 2008 Large-Scale Solutions (Level 400) Microsoft SQL Server 2008 Samples www.codeplex.com/MSFTRSProdSamples/Release/ProjectReleases.aspx?ReleaseId=18649 SQL Server Reporting Services 2008 Forum If you get stuck, you can get your questions answered at http://social.msdn.microsoft. com/Forums/en-US/sqlreportingservices/threads/. Blogs . SSRS Team blog http://blogs.msdn.com/sqlrsteamblog/ . Report Engine, report design blog http://blogs.msdn.com/robertbruckner . SharePoint integration blog http://blogs.msdn.com/prash . Report Server, report management, security blogs http://blogs.msdn.com/lukaszp http://blogs.msdn.com/jgalla http://blogs.msdn.com/jameswu/ . Data visualization blogs http://blogs.msdn.com/seanboon http://blogs.msdn.com/alexgor/ . Architect’s blog http://blogs.msdn.com/chrishays . Report Builder PM blog http://blogs.msdn.com/bobmeyers . Rendering PM blog http://blogs.msdn.com/chrisbal lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  19. SharePoint Integration Links 599 . Former group program manager’s blog http://blogs.msdn.com/bwelcker . BI consultant blog http://blogs.msdn.com/bimusings White Papers . SQL Server 2008 Reporting Services Overview http://download.microsoft.com/download/a/c/d/acd8e043-d69b-4f09-bc9e- 4168b65aaa71/RSinSQL2008.doc . SQL Server 2005 Integration with Microsoft SharePoint Products and Technologies http://technet.microsoft.com/en-us/library/bb969100.aspx . Using SQL Server 2008 Reporting Services with SAP NetWeaver Business Intelligence http://msdn.microsoft.com/en-us/library/cc974473.aspx . Using SQL Server 2008 Reporting Services with.NET Framework Data Provider for Teradata http://msdn.microsoft.com/en-us/library/dd182005.aspx . Reporting Services: Using XML and Web Service Data Sources http://msdn.microsoft.com/en-us/library/aa964129(SQL.90).aspx . Extending SQL Server Reporting Services with SQL CLR Table-Valued Functions http://msdn.microsoft.com/en-us/library/cc655659(SQL.90).aspx . Using SQL Server 2005 Reporting Services with Hyperion Essbase http://download.microsoft.com/download/4/7/a/47a548b9-249e-484c-abd7- 29f31282b04d/UsingSSRSandESSbase.doc SharePoint Integration Links . Learn about SharePoint integrated mode http://msdn.microsoft.com/en-us/library/cc281021.aspx . Configure Reporting Services integration with SharePoint http://msdn.microsoft.com/en-us/library/bb326356.aspx . White paper: SQL Server 2005 Integration with Microsoft SharePoint Products and Technologies http://technet.microsoft.com/en-us/library/bb969100.aspx lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  20. 600 APPENDIX A References and Additional Reading Additional Books . Microsoft SQL Server 2008 Analysis Services Unleashed By Irina Gorbach, Alexander Berger, Edward Melomed (Sams Publishing, 2008) ISBN: 0672330016 www.informit.com/store/product.aspx?isbn=0672330016 . Pro SQL Server 2005 High Availability By Allan Hirt (Apress, 2007) ISBN: 159059780X . Microsoft SQL Server 2008 Analysis Services Step by Step By Scott Cameron (Microsoft Press, 2009) ISBN: 0735626200 lease purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
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