ptg 581 Managing Shared Schedules 36 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). 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 FIGURE 36.12 Manage shared schedules. From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Download at WoweBook.com ptg 582 CHAPTER 36 Managing Reports in SharePoint FIGURE 36.13 Create shared schedules. FIGURE 36.14 Pause and resume 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. 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. From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. ptg 583 Managing Subscriptions 36 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. 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 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. FIGURE 36.15 Manage subscriptions. From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. ptg 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. From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. ptg 585 SharePoint Document Management 36 FIGURE 36.17 Create a data-driven subscription in SharePoint integrated mode: Step 1. FIGURE 36.18 Create a data-driven subscription in SharePoint integrated mode: Step 2. From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. ptg 586 CHAPTER 36 Managing Reports in SharePoint FIGURE 36.19 Create a data-driven subscription in SharePoint integrated mode: Step 3. FIGURE 36.20 Create a data-driven subscription in SharePoint integrated mode: Step 4. From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. ptg 587 Summary 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. From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. ptg This page intentionally left blank From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. ptg CHAPTER 37 Ad Hoc Reporting in SharePoint IN THIS CHAPTER . Report Builder Reports in SharePoint . Data Sources in 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. From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. ptg 590 CHAPTER 37 Ad Hoc Reporting in SharePoint 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. 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. 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). From the Library of STEPHEN EISEMAN Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. [...]... the root namespace can be found in \root \Microsoft\ SqlServer\ReportServer\ RS_MSSQLSERVER\v10\Admin For a named instance, replace RS_MSSQLSERVER with an instance name Q What are the classes under the root namespace? There are two classes under the \root \Microsoft\ SqlServer\ReportServer\ RS_MSSQLSERVER\v10\Admin WMI namespace for SSRS The first is the MSReportServer_ConfigurationSetting class, which... Additional Reading MSDN Websites Microsoft SQL Server 2008 Books Online http://msdn .microsoft. com/en-us/sqlserver/ cc514207.aspx IN THIS APPENDIX MSDN Websites SQL Customer Advisory Team Technical Notes Microsoft SQL Server 2008 Samples SQL Server Reporting Services 2008 Forum Blogs White Papers SharePoint Integration Links Additional Books MSDN aggregator page for SQL Server Reporting Services (has... White Papers SQL Server 2008 Reporting Services Overview http://download .microsoft. com/download/a/c/d/acd8e043-d69b-4f09-bc9e4168b65aaa71/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... Glossary SELECT query The Transact -SQL or DMX statement used to return tabular data or the MDX statement that returns multidimensional data server name A name that uniquely identifies a server computer on a network SQL Server applications can connect to a default instance of SQL Server by specifying only the server name SQL Server applications must specify both the server name and instance name when... 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/... SELECT, INSERT, UPDATE, DELETE, or CREATE TABLE SQL Server authentication One of two mechanisms for validating attempts to connect to instances of SQL Server Users must specify a SQL Server logon ID and password when they connect The SQL Server instance ensures the logon ID and password combination are valid before allowing the connection to succeed SQL Server Business Intelligence Development Studio... 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... through SSRS execution log files in a text editor By default, SSRS execution log files are written to the C:\Program Files \Microsoft SQL Server\ MSRS10.MSSQLSERVER\Reporting Services\LogFiles directory An entry for a report execution may look like this: webserver!ReportServer_0-4!eac! 11/16 /2008-2 3:29:52:: i INFO: Processed report Report=’/ReportProject/Top SalesPeople ’ Note that entry has a time associated... 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.” Please... 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 Please purchase PDF Split-Merge on . MSDN Websites . Microsoft SQL Server 2008 Books Online http://msdn .microsoft. com/en-us/sqlserver/ cc514207.aspx . MSDN aggregator page for SQL Server Reporting. . SQL Server 2008 Reporting Services Overview http://download .microsoft. com/download/a/c/d/acd8e043-d69b-4f09-bc9e- 4168b65aaa71/RSinSQL2008 .doc . SQL Server