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 Set up SQL Server Database

 Update Windows Registry

 ExamDeveloper setup home page

 

Reporting Services setup is carried out with the following steps:

  1. Setting up Reporting Services application folder
  2. Creating DSN for Report Server
  3. Uploading and Configuring .RDL files (for ExamDeveloper version 7.1702 or less only)

Set up Reporting Services application folder

Details about setting up the Reporting Services application folder can be found below.

  1. Open the Reporting Services Configuration Manager. Since Windows Server 2012 does not have a Start button, you can simply press the key combination Windows + Q, type "Reporting Services Configuration Manager" in the search box, and click the correct option from the suggested list.
  2. The Reporting Services Configuration Connection pop-up opens, pointing to the local reporting server. Click Connect.
  3. The report server should already be running. If the report server is not running, click the Start button to get it running.
  4. On the left side menu, click Report Manager URL link. This opens the Report Manager URL page. Click the URLs hyperlinkMake sure that you open this URL in Internet Explorer as the interface may not work correctly with other browsers. If your default browser is not IE or if this link does not open in IE, right click the IE link on your machine and use the option Run as Administrator. Then manually enter the URL into the browser and navigate to it. If the URL is too long and may not be visible in its entirety, you can hover the mouse cursor over it to view the entire URL in the form of a tool-tip and note it down.
     
  5. This displays the Windows Security dialog, which prompts for the username and password. You can login using the administrative username and password used to log in to the computer on which you are setting up the report server.
    If you are unable to login with the usual administrative credentials, you can create a new administrator account in Windows and proceed to login using that new account.
  6. On logging in, the SQL Server Reporting Services Home page is displayed. 

     In case you see an error message in red text, follow the steps outlined here. Click to expand...
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    1. In IE, go to Tools → Internet Options → Security tab.
    2. Select Trusted sites zone and click the Sites button.
    3. In the Trusted sites dialog box click the Add button to add the listed website to the list of trusted websites. In your case, this is the Report Server URL domain.
    4. Click Close and then OK.
  7. In the top menu, click the New Folder link.

    This shows the New Folder page. Here, enter the Name as "ExamDeveloper" and Description as "ExamDeveloper reportsas in our example below, and click OK.

    For side-by-side (additional instance)

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    For side-by-side (additional instance) installation, please ensure that the Name is different from the earlier versions, such as "ExamDeveloper_New". Similarly, the Description can be "ExamDeveloper_New reports".




  8. Create a new user with minimum permissions to access SSRS folders
    Since the administrative user has extensive permissions that are not required for the tasks needed to be carried out by this user, it is highly recommended that you set up a new Windows user having Standard user account type and provide that user the minimum permission to access SSRS folders for ExamDeveloper reportsSince the application browses reports using this user’s credentials, he/she requires permission to browse reports from the Report Server.

    If you do not wish to set up a separate user with minimum permissions for SSRS access and continue with the administrative user instead, you can skip to step 9.

    Create a system user, “edReporting” in our example, in the database server with Standard user account. We are assuming that the password for this user is "Password123".
    Ensure that this is a Standard user and not Administrator. This can be done via 
    Control Panel → User Accounts → User Accounts → Manage another account → edReporting → Change the account type as shown below.

  9. Set up the security settings for the user
    There are two types of security settings:
    1) Site Setting
    2) Folder Settings
    These settings can be configured by accessing the Report Server Manager application via Internet Explorer web browser as below. 
    First run Internet Explorer as Administrator. Open the Report Server Manager by opening the URL "http://<Report server domain>/Reports" in IE and enter the administrator credentials for the computer to access it (if prompted to do so).
    1. Site Settings:
      1. This is the Reporting Server-level role assignment setting. Click Site Settings at the top right of the page.
      2. In the Site Settings page that opens, click the Security tab on the left, which allows you to specify security settings for the system.
      3. Click New Role Assignment near the top.

      4. Specify the domain group account created earlier that includes all of the users who require permission to view report, in the Group or user name text box, select the System User check box for the role to be selected for this user, and click OK. The group or user name must be specified in the format “domain\group”, which is “WIN-VSGF1NBSVPB\edReporting” in our example. The account must be in the same or a trusted domain. In case you do not have a domain group that fits this description, then you can specify individual domain user accounts instead.
    2. Folder Settings:
      1. This item-level role assignment is the application reports folder level setting. Click the link Home at the top right of the page. Click Folder Settings.
      2. In the Folder Settings window that opens, click  New Role Assignment.
      3. Specify the domain group account created earlier that includes all of the users who require permission to view report, in the Group or user name text box, select the Browser (to view folders, reports, and subscribe to reports) and Content Manager (to manage content in the Report Server including uploading reports and deleting them if required) check boxes for the roles to be selected for this user, and click OK. The group or user name must be specified in the format in the format “domain\group”, which is “WIN-VSGF1NBSVPB\edReporting” in our example. The account must be in the same or a trusted domain. In case you do not have a domain group that fits this description, then you can specify individual domain user accounts instead. We need to select only the Browser role because it is the only role required to view reports in the application.

  10.  Proceed to create DSN (Data Source Name) for Report Server next.


Create a DSN (Data Source Name) for Report Server

Follow the below steps to create DSN (Data Source Name) for Report Server with an existing SQL user with sufficient permissions (the SQL administrator 'sa' in our example).

  1. In the SQL Server Reporting Services Home page, the "ExamDeveloper reportsfolder name is displayed as a link named "ExamDeveloper" (Note: This is "ExamDeveloper_New" name for the "ExamDeveloper_New reports" folder for side-by-side (additional instance) installation).
    Click the link.
     
  2. This takes you into the ExamDeveloper folder page (ExamDeveloper_New folder page in case of side-by-side (additional instance) installation). Here, in the top menu, click the New Data Source link.
     
  3. This displays the New Data Source page. Enter the details as below. Enter "ExamDeveloper_DSN" in Name and Description boxes (Note: For side-by-side (additional instance) installation, this has to be named differently such as "ExamDeveloper_DSN_New" with description such as "ExamDeveloper_DSN_New").
    Make sure that the check box for Enable this data source is selected. For 
    Connection String, enter the value Data Source=<name of the SQL Server instance>;Initial Catalog=<ExamDeveloper database name>. Under Connect using and select the radio button Credentials stored securely in the report server. Enter the username and password for the SQL Server user who owns the ExamDeveloper database in the User name and Password, boxes.enter the username and password for the SQL Server user which owns the ExamDeveloper database. Click the Test Connection button. A message in green text appears below the Test Connection button confirming that the connection was created successfully. Now, click OK.
  4. Proceed to upload and configure .RDL files next.

 

 Optionally, to create an SQL server user with minimum permissions to access database for ExamDeveloper reports, click to expand and read...
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It is recommended that you create an SQL server user with minimum permissions to access database for ExamDeveloper reports as detailed below. You can ignore this if you would like to use the 'sa' user instead.

Create an SQL server user with minimum permissions to access database for ExamDeveloper reports as below:

  1. Start SQL Server Management Studio.
  2. Go to Security→Logins, right-click Logins and click New Login.
  3. Create a new login with SQL Server authentication and assign him/her the required database from User Mapping, such as “reporting” in our example.
  4. Execute the below statements in a New Query window: the first allows the user, select data permissions for all tables, while the second allows him/her to do manipulation in the CustomReportData table.

    use ExamDeveloper
    GRANT SELECT ON SCHEMA :: dbo TO reporting
    GRANT DELETE ON CustomReportData TO reporting
     
    Set the user in Report Server
  1. In the SQL Server Reporting Services Home page, the ExamDeveloper reports folder (ExamDeveloper_New reports folder in case of side-by-side (additional instance) installation) name is displayed as a link named ExamDeveloper (ExamDeveloper_New link in case of side-by-side (additional instance) installation). Click the link.
     
  2. This takes you into the ExamDeveloper folder page. Here, in the top menu, click the New Data Source link.
      
  3. This displays the New Data Source page. Enter the details as below. Enter "ExamDeveloper_DSN" in Name and Description boxes. 
    Make sure that the check box for Enable this data source is selected. For Connection String, enter the value Data Source=<name of the SQL Server instance>;Initial Catalog=<ExamDeveloper database name>. In our example, the value of Data Source is "WIN-VSGF1NBSCPB" and that of Initial Catalog is "ExamDeveloper". Under Connect using and select the radio button Credentials stored securely in the report server. Enter the username and password for the SQL Server user who owns the ExamDeveloper database in the User name and Password, boxes. Enter the username and password for the SQL Server user that owns the ExamDeveloper database. Click the Test Connection button. A message in green text appears below the Test Connection button confirming that the connection was created successfully. Now, click OK.

  4. Proceed to upload and configure .RDL files next.

 

 

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The following is applicable only for ExamDeveloper version 7.1702 or less. You should skip it for ExamDeveloper version 7.1704 and above and directly proceed to Update Windows Registry.


Upload and Configure .RDL files

You may opt to upload and configure the .RDL files either automatically using a utility ReportDeploy.exe from the ReportUpgradeUtility.7z file of the <SVNFolder>\External folder or manually.

Automatically upload the .RDL files using ReportDeploy.exe 

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It is important to ensure that all the values in the config files such as service name, URLs, username, and password are case-sensitive. ExamDeveloper may not run as expected if care is not taken to ensure that case sensitivity is maintained.

Locate the ReportUpgradeUtility.7z in the <SVNFolder>\External folder and extract it to a folder. Open the ReportDeploy.exe.config file located inside this extracted folder and open it with Notepad or a suitable text file editor.

  1. Modify the value in the <connectionStrings> section as follows:
    1. Data Source = Name of SQL Server instance.
    2. Initial Catalog = ExamDeveloper (which is the ExamDeveloper database) (ExamDeveloper_New in case of side-by-side (additional instance) installation).
    3. User ID = Username of the SQL Server User who owns the database. This was created during SQL Server Database Setup under SQL Server user management. In our example, this is "ExamDev".
    4. Password = Password of the SQL Server who owns the database. This was created during SQL Server Database Setup under SQL Server user management. In our example, this is "P@s$w0rd".

    In our example, this is as below:
  2. Modify the values in the <appSettings> section as follows:
    1. rdlFilesPath = Path of the RDL files inside the SVN checkout folder structure - <SVNFolder>\Reports (in our example, C:\ExamDeveloper\Repositories\ExamDeveloper\Reports).
    2. reportServerUrl = Report Server Web Service URL shown on the Web Service URL tab of the Reporting Services Configuration Manager.

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       Where is the Report Server URL? Click to learn...

      The Report Server Web Service URL can be found by clicking the Web Service URL link on the left as shown below. If the URL is too long, some part of the URL may not be visible. In such a case, you can hover the mouse cursor over the URL and note it down from the tool-tip.



    3. reportServerUserName = The administrative username (user with Browser and Content Manager roles) used to log into the Report Manager, in step 8 of Setting up Reporting Services application folder.
    4. reportServerPassword = The password for the administrative username used to log into the Report Manager, in .
    5. reportServerDomainName = The domain name where the reporting service is hosted. You can find this from Control Panel > User Accounts.
    6. reportDataSourceName = This is the DSN name "ExamDeveloper_DSN" as mentioned in step 3 of Creating DSN (Data Source Name) for Report Server.
    7. reportFolderName = The folder name and path of the reporting services application folder created in step 7 of Setting up Reporting Services application folder, which is /ExamDeveloper/ in our example.  Do not modify this value unless for side-by-side (additional instance) installation, where this is different such as "ExamDeveloper_New" in our example). This should match the value of "reportServerPath" in the application's appSettings.config file as in step 6 of the Configure ExamDeveloper page.

    In our example, this will be as below:
  3. Modify the value in the <applicationSettings> section as follows:
    ReportDeploy_ReportService2005_ReportingService2005 = This should be modified to "reportServerUrl/ReportService2005.asmx", where the value for "reportServerURL" is the same as the one used in point 2.b above.
  4. Save the ReportDeploy.exe.config file.
  5. Double-click the ReportDeploy application in the same extracted folder.
  6. Report Upload process is completed’ message is displayed on the successful execution of the application.

Manually upload and configure .RDL files

 To read about how to upload the reports manually, click here to expand...

Follow the steps mentioned below to manually upload and configure .RDL files.

  1. In the SQL Server Reporting Services Home page, under ExamDeveloper (ExamDeveloper_New in case of side-by-side (additional instance) installation), in the top menu, click the Upload File button. This opens the Upload File page.
  2. Click the Browse button, to browse to the .RDL file to upload to the report server. Reports are stored in the Reports directory inside the <SVNFolder> folder extracted earlier. See ExamDeveloper Application Files.
     
  3. In case there is no name in the Name column, enter the name of the report there and click OK.
  4. This takes you back to the SQL Server Reporting Services Home page. Here, the uploaded report name is displayed. Click the menu button displayed on the right side of the report name and select Manage from the list.

  5. This displays the Properties page for the selected report. In the left side menu, click the Data Sources link.
     
  6. You should see the correct data source (/ExamDeveloper/ExamDeveloper_DSN in our example) under the A shared data source radio button selection as shown below. (Note: For side-by-side (additional instance) installation, you should see the correct data source as /ExamDeveloper_New/ExamDeveloper_DSN). If the correct data source is not displayed, go to the next step. If the correct data source is displayed, skip to step 10.
     
  7. If the correct data source is not displayed, you must manually specify it. Click the Browse button to browse to select the correct data source.
  8. This takes you to a browse page as shown below, where you must select the DSN created earlier in Creating DSN for Report Server (ExamDeveloper_DSN in our example). Click OK.

  9. This brings you back to the report Data Sources page and the correct data source is displayed. Click the Apply button.
  10. Now, in the top menu, click the ExamDeveloper link (ExamDeveloper_New link in case of side-by-side (additional instance) installation), and repeat the above steps for other .RDL files to be uploaded.
      

  11. Close Internet Explorer once you are done following the above steps with all the .RDL files.

 

 

Good Practice: Always update all SSRS Reports

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Unless you know exactly which reports were updated in the last release, it is good practice to update all SSRS .RDL files. This way you can ensure that all of the reports which changed from the previous release are updated. 



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