1. Microsoft SQL Server Reporting Services Dave Henson dhenson@certifiednetworks.com

2. Why Use SSRS Secure Deployment of Professional Reports Accessible Anywhere – web based Define one report, render to many formats –Html –Pdf –Xml Integrated with SQL 2008 Easily extensible for.net developers

3. Course Outline Module 1: Introduction to Microsoft SQL Server Reporting Services(SSRS) Module 2: Authoring Basic Reports Module 3: Enhanced Reporting Module 4: Manipulating Data Sets Module 5: Managing Content Module 6: Administering SSRS Module 7: Programming SSRS

4. Course Logistics Class Format –50% Lecture & Demonstrations –50% Lab Course Dates Course Hours Lunch

5. Definitions SSRS RDL XML Business Intelligence (BI) OLTP OLAP OLEDB.Net IIS SQL Visual Studio.Net 2005

6. Reporting Lifecycle Authoring to create.rdl file Management –Security –Deployment Delivery –Pull Report Manager Custom App –Push Email Custom App

7. Reporting Services Scenarios Internal External Embedded – online portal Standard vs. Ad-hoc Reports

8. Delivery and Rendering Options HTML, MHTML PDF, TIFF CSV, XML Custom.Net Rendering Content: –Standard, Crosstab, Charting, Graphics Real time or scheduled as a task

9. SSRS Architechture Report Server –http://localhost/reportserverhttp://localhost/reportserver Report Manager –http://localhost/reports

10. SSRS Components Application layer –Report Authoring Standard Ad Hoc –Report Server Management Server Layer –Report Server –Report Processor Data Layer –Any OLEDB Datasource

11. Authoring Components Report designer templates added to Visual Studio during install Report Builder –Thin client.net app installed through browsing –Uses a published report model to build query Reporting Services API for authoring

12. Management Components SSRS Configuration Tool Report Manager Command Line –Rsconfig –Rs –Rskeymgmt SSRS API

13. Report Delivery Components Report Manager Report Processor Scheduling and Delivery Processor

14. Server Extensions SSRS fully exposed through.net libraries Extensibility –Authentication –Data Processing –Report Processing –Rendering –Delivery

15. Installation Prerequisites –Windows Server (2003/2008) –IIS –SQL Server – local to machine or otherwise Versions –Workgroup(Express) –Standard –Enterprise –Trial

16. Server Configuration IIS Security Accounts SSRS Config Manager SSRS Services and accounts –Windows Service –Web Service –Impersonation

17. SSRS Quick Tour Demonstration of basic reporting: –Create BI Project –Add Datasource –Add Dataset –Design Report –Deploy Report

18. Module 2: Authoring Basic Reports

19. Visual Studio 2008 – New BI Project

20. Data Source Setup

21. Adding the dataset

22. Structuring Data in the Report

23. Report Layout and Presentation

24. Publishing the Report

25. Managing the Report

26. Accessing the Report

27. Module 3: Enhanced Reporting

28. Parameters Replace items in where clause with sql named parameters Use a query to populate a dropdown for the parameter

29. Formatting Use.Net formatting rules in the “format” property: 0N = number: 100.99 0C = money: $100.99

30. Filters Blanket reduction of rows returned from the dataset

31. Data Regions Areas on report with repeated data: –Table: fixed columns –Matrix: variable columns –List Subreports

32. Actions Link a report item to data stored elsewhere –Report –Url (.aspx,.php,.htm)

33. Visibility Use “Hidden” property to hide fields, rows, etc. Use the ToggleItem property for interactive control of visibility

34. Recursive Groups Using Parent Grouping in the Grouping Properties for recursive display Use the Level function to identify the relationship of the current row to the top row =Level(“RecursiveGroup”)

35. Module 4: Managing Datasets

36. IIS Session Report execution is stored by default in user session Cached instances share the report across multiple sessions(multiple visitors)

37. Working with a shared schedule Create a master schedule used by a series of reports for updating cached information

38. Snapshot Reports Report is executed on a scheduled basis and delivered to a folder

39. Report parameters Parameters used as a “filter” can be used against the snapshot data

40. Calculation Load Structure of your query defines the load point of running the report: –SQL Backend –Reporting Services Engine

41. Manual Caching Running an SQL job to create a table with the results of a report –Pre-aggregating

42. Module 5: Managing Content

43. Publishing Content Report Designer Report Manager SQL Server Management Studio Rs.exe and.rss file.Net libraries

44. Enabling User Reports Enable a My Reports folder for each user

45. Report Builder.net library delivered over the web Allows power users to create their own reports Requires a report “model” be published by admin –Describes tables and relationships –Published as SMDL file –Data Source View (DSV) enables subset of base data

46. Reverse-Scripting Objects Visual Studio Script Generation.rss script file can be used with the rs.exe utility

47. Data Sources Updates needed through time –Report Manager –Visual Studio.Net 2005

48. Configuring Snapshot Reporting

49. Snapshot Report History Viewing Configuring

50. Report Subscriptions Supports the push model of reporting

51. Cross Platform Reporting See web for fixes on your platform You must test all os/browser platforms Example: Firefox –Width: single pixel clear gif, width of 6.5 in –Height: modify reportingservices.css.DocMapAndReportFrame{min-height: 860px;}

52. Module 6: Administering SSRS

53. Reporting Services Files and Folders C:\program files\Microsoft SQL Server\MSSQL.3\Reporting Services C:\Program Files\Microsoft SQL Server\MSSQL.3\Reporting Services\ReportServer\bin\ReportingServi cesService.exe.config

54. Reporting Services Databases ReportServer.dbo.ExecutionLog

55. Trace Log Files C:\Program Files\Microsoft SQL Server\MSSQL.3\Reporting Services\LogFiles Configure logging level in the ReportinServices.exe.config file

56. SSRS Windows Performance Counters MSRS 2005 Web Service Counters MSRS 2005 Windows Service Counters

57. Timeouts Connection: –Connection Timeout –Command Timeout –Lock Timeout Report Execution Timeout

58. Suspending Jobs Subscriptions Shared Schedules

59. SSRS Database Administration Role of the database Backup Schedule

60. Security: Authorization Model SQL Server Logins –Trusted –Nontrusted Default Settings – trusted only –Need to modify for snapshot execution

61. Assigning Roles Windows Accounts Using “runas” for testing –Ctrl – right click internet explorer –Choose runas –Supply another windows login for execution

62. Item-Level Role Definitions Browser Content Manager My Reports Publisher Report Builder

63. Folder Security

64. Site Security System Administrator System User

65. Module 7: Programming SSRS

66. SSRS Extensibility Client Reporting Interface Management/Administration Custom Reporting Objects

67. Tools Reporting Services Command Prompt –Rs.exe –Rsconfig.exe Compilers: –Csc.exe –Vbc.exe

68. HTTP Protocol HTTP Post HTTP Get WebForms

69. Custom Web Reporting Portal Add Parameters to url: –&rc:ParmName=ParmValue To Hide parameters –&rc:Parameters=false –&rc:Toolbar=false Other control features –&rc:Zoom=75 –&rc:Zoom=Whole Page –&rc:Extension=.TXT –&rs:format=EXCEL

70. Reporting Services API.Net Libraries Web Services

71. Example Client Code public Form1() { InitializeComponent(); //add reference to Microsoft.ReportViewer.WinForms //add namespaces System.Data.SqlClient and Microsoft.Reporting.WinForms; this.ClientSize = new System.Drawing.Size(950, 600); ReportViewer reportViewer = new ReportViewer(); // Set Processing Mode reportViewer.ProcessingMode = ProcessingMode.Local; …

72. Example Contd. … // Set RDL file reportViewer.LocalReport.ReportPath = @"c:\tmp\productlist.rdl"; // Supply a DataTable corresponding to each report data source reportViewer.LocalReport.DataSources.Add(new ReportDataSource("DataSet1", DBUtil.GetProducts())); // Add the reportviewer to the form reportViewer.Dock = DockStyle.Fill; this.Controls.Add(reportViewer); // Process and render the report reportViewer.RefreshReport(); }