Reporting Services 2012 Data Alerts

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Presentation transcript:

Reporting Services 2012 Data Alerts Microsoft Services 2/21/2018 Reporting Services 2012 Data Alerts Ludwig Armbruster BI-Consultant Microsoft Corporation © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introduction BI-Consultant. 14 Years in IT. Microsoft Services 2/21/2018 Introduction BI-Consultant. 14 Years in IT. DW-Projects for Toyota, Honda, Hyundai, GM, Porsche, Fifth-Third Bank, Norton Healthcare and Community Health System. ...last but not least huge soccer fan...Real Madrid and Borussia Moenchen Gladbach are my teams. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Audience Profile Any IT-Managers here? Microsoft Services 2/21/2018 Audience Profile Any IT-Managers here? What about Business/Data-Analysts? Any SharePoint Administrators? © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Topics to cover Install SharePoint 2010 Data Alerts Microsoft Services 2/21/2018 Topics to cover Install SharePoint 2010 Installation process SSRS Shared Service App SharePoint Basic Terms SSRS 2012 SharePoint Int Data Alerts Business Analysts What is a Data Alert? Architecture Alert Designer & Manager Alert Security Troubleshooting approach © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Install SharePoint 2010 Installation Process (Fresh install) Windows Server 2008 SP2 or 2008 R2 + SharePoint 2010 SP1 + Windows updates SharePoint 2010 Installation options Standalone. (Comes with SQL Server Express Edition) Server farm. Standalone easier to install but some limitations Does not work with SSRS 2012 in SharePoint integrated mode since SSRS 2012 needs either standard or Enterprise Edition. Single Server Farm Everything on one box Enterprise SQL 2012 Backend. Developer Edition 2012 does not work…!! This is a developer-box and not in any way a production install. Session about Data Alerts but PowerPivot and PowerView will need this as well. So, good investment anyway…

Set-up SharePoint 2010 Sandbox SQL Server Instance

Set-up SharePoint 2010 Sandbox

Set-up SharePoint 2010 Sandbox

Set-up SharePoint 2010 Sandbox The specified user Administrator is a local account. Local Accounts should only be used in stand alone mode !!

Set-up SharePoint 2010 Sandbox Solution: PowerShell cmd SPConfigurationDatabase ConfigDB ServerName Credentials PhassPhrase

Set-up SharePoint 2010 Sandbox Add these features to the existing default SQL-instance

Set-up SharePoint 2010 Sandbox Create a SSRS Shared Service Appl. New in SSRS 2012!

SharePoint 2010 Basic Terms SharePoint content does not exists in the nirvana… SharePoint Farm SharePoint Web Applications SharePoint Site Collections SharePoint Sites SharePoint Librarys and Lists

SSRS 2012 SharePoint Integration. Report Viewer Web Part. Fully integrated. SSRS 2012 SharePoint integrated mode significantly easier to install and maintain since it allows SharePoint Administrators to reuse their existing knowledge (PowerShell). In SSRS 2012 report execution much faster.

How is life as a Business/Data Analyst? Something to remember… Find trends, stories in data and come up with strategies to improve something or exploit a trend. Still very manual and lots of Analysts are still busy working the technical side of the challenges they face. Seeking information over several different applications and manually put them together. End-User segmentation is a critical success factor.

What are Data Alerts? Are a data driven alert solution that helps you to be informed about report data ( and changes to it) that is interesting or important to you. By using Data Alerts you no longer have to manually seek out information, it comes to you based on your definition of the alert rule. No tool for IT (only admin), it is specifically designed to be utilized by less technical business analysts. Applied correctly, it reduces the amount of manual data exploration. Anyone with the permissions can create, schedule and run Data Alerts. Designed to provide faster access to critical (changes) in important data. Data Alerts can not be created on reports stored locally and outside the Sharepoint integrated SSRS Database.

What are Data Alerts? Require SharePoint 2010 SP1 and SSRS 2012 Enterprise in Sharepoint Integrated Mode. Require stored credentials, like SSRS subscriptions. Can be created within the environment the user is already familiar with. Any SSRS report with a Data Region… Are based on Silverlight. Not designed for real-time. Better go with StreamInsight for real-time alerting. Reuse the Data Feed technology to import data and metadata into the Alert designer.

Process to create an Alert. Vision Business-Analyst Different approach than with subscriptions. I have seen admins creating a lot of standard-subscriptions for user but also a matter of the company culture. Enable the User !!

Process to execute an Alert on a schedule.

Data Alert Designer

Data Alert Manager

Email informing about the result of the alert.

Data Alert Database & Execution log Good for admin reports…how many alerts do I have etc…

Control names of items deployed…DataElementName & DataElementOutput

Demo Data Alerts Demo !!

Avoid Pitfalls Don’t get burned !! Do Capacity Planning, also train and monitor your users. Everyone with the permissions to create alerts should know that this creates load on the server even if no emails get send. Schedule option minute. 2 important properties you should know about… I’d be careful with large data sets in reports. Code review for deployed reports ?? Who is doing this? What are you looking for? Apply report caching, if appropriate..

SSRS 2012 Data Alerts Any questions?

SSRS 2012 Data Alerts Thank you very much for your attention!