Thursday, August 1, 2013

Configure SSRS in SharePoint 2010

Here are the required steps for configuring SQL Server Reporting Services in SharePoint 2010 integrated mode.

My Test Environment : Single Server For SharePoint And SQL/SSRS Server , e.g. Server Name - GJ-PC

Prerequisites : Make sure you installed Reporting Service feature during SQL Server 2008 R2 Installation. Else add Reporting Services features to your existing SQL installation.
  • SQL/Report Server Configuration : 
    • Open Reporting Services Configuration Manager: Start->All Programs->Microsoft SQL Server 2008 R2 ->Configuration Tools ->Reporting Service Configuration Manager
    • Enter SSRS instance details, Service Account Details and click on Connect.[Required in case if SSRS service instance is not started].
    • Confirm that "Server Status" tab will show the status of SSRS , start the service if it is not started
    • Open "Web Service URL" tab: Configure report server web service virtual directory.Enter the details , e.g.
      • Virtual Directory : ReportServer
      • IP Address: All Assigned (Recommended)
      • TCP Port : 1110
      • Apply setting , 
      • It will create a new web service at http://GJ-PC:1110/ReportServer
    • Open "Database" tab :  
      • Click on change database link
      • Select "Create a new report server database". Click next
      • Enter the details e.g. Server name : GJ-PC , authentication: Current User - Integrated Security
      • Click on Test Connection link. If succeeded then Click next
      • Enter the details e.g. Database Name:Report Server , Report server Mode: SharePoint Integrated Mode
      • Click Next
      • Specify the credentials that the report server will use to connect to the database.You can use Service Credentials.
    • That’s all in SSRS configuration. In next step we will Configure SharePoint to use SSRS.
    •  
  • SharePoint Central Admin Configuration:
    • Open SharePoint 2010 Central Administration Site
    • Click on "General Application Settings", then select "Reporting Services Integration" in "Reporting Services" section.
    • Enter the following details on "Reporting Services Integration" form :
      • Report Server Web Service URL : http://GJ-PC:1110/ReportServer
      • Authentication Mode - Windows Authentication
      • Credential - Domain\User , password
      • Activate the Reporting Services Feature - Activate feature in all existing site collections or Activate feature in specified site collections.E.g. in my case i have activated it only for one site http://GJ-PC:8009
      • Once done, you will see the Activation State message.
    • Open SharePoint 2010 Central Administration -> General Application Settings -> "Add a Report Server to the Integration"
    • Specify the server and instance name of the report server database
  • Verify SSRS and SharePoint Integration
    • Open your SharePoint 2010 site collection
    • Go to Site Settings -> Site Collection Features.
    • Check if the Report Server Integration Feature is Active, if not just click activate.
    • Now upload any sample ssrs report file in SharePoint document library.
    • And open this report. It should show the report data
    •  
  • Create a sample SSRS report to show SharePoint List data into Report and publish it on SharePoint Library-
    • Open SQL Server Business Intelligence Development Studio from:  Start -> "All Programs" -> "Microsoft SQL Server 2008 R2" - SQL Server Business Intelligence Development Studio
    • Create New SSRS Project in Visual Studio : File -> New -> Project...
    • Select “Report Server project” template and create new project.
    • In solution explorer , Right click Reports folder and select Add New Report
    • Click Next to continue
    • Select New data source
      • Name - SPListDataSource
      • Type-Microsoft SharePoint List
      • Connection String - Local SharePoint - http://GJ-PC:8009
      • Credentials - select use Windows Authentication (Integrated Security)
      • Next
    • Click Query Builder
      • Select List - e.g. "MyList"
      • Test Query by "Run Query"
      • Ok -> Next
    • Select Tabular then click Next
    • Drag drop field in detail section , e.g Title, ID
    • Select Style then click Next
    • Enter Report name, Finish
    • Publish Report : 
      • Build Project - Right Click Project name - Build
      • Right Click Project name - Property
      • Set Target Report Folder -  Parent document library for report e.g. http://GJ-PC:8009/SSRS
      • Target Server URL - Site Url e.g. http://GJ-PC:8009/
      • Deploy - Right Click Project name - Deploy
    • Open your document library -  http://GJ-PC:8009/SSRS and check the report.

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