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Pawas Goyal CYLSYS Technologies

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Page 1: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Pawas Goyal

CYLSYS Technologies

Page 2: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

AgendaOverview of Reporting Services

Vision, Application, Lifecycle, OverviewUnderstand Reporting Services Architecture

Architecture, VS.NET, Creating Reports – Simple, Chart based, Parameterized, Data Source Details

Reporting Services ManagementWebServices, URL Addressing, Security, Exports, RDL,

Extensions, Command line utilities

Page 3: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

What is Microsoft SQL Server 2000 Reporting Services?Server-based reporting platformFramework including services, tools, and

APIs to implement, deploy, and manage reporting solutions

Take advantage of existing SQL Server, Internet Information Services (IIS), and .NET Framework infrastructures SecurityScalability DeploymentConfiguration

Page 4: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Product features – overview (1 of 2)

Server-based report storage, processing, and management

Rich report designing featuresSupports a variety of data sourcesDesktop and Web-enabled reporting On-demand and scheduled processing of

reports Report caching and history Role-based securityLinked reports

Page 5: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Product features – overview (2 of 2)

Importing access reportsModular and extensible architectureProgramming interfaces to enable the

integration of reporting functionality in custom applications

Feature and tool support for every phase in the reporting solution development life cycle

Built-in diagnostics – tracing and Performance Monitor counters

Page 6: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

AgendaOverview of Reporting Services

Vision, Application, Lifecycle, OverviewUnderstand Reporting Services Architecture

Architecture, VS.NET, Creating Reports – Simple, Chart based, Parameterized, Data Source Details

Reporting Services ManagementWebServices, URL Addressing, Security, Exports, RDL,

Extensions, Command line utilities

Page 7: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Architecture and components

Page 8: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Report Execution lifecycleReport Execution lifecycle

Page 9: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Server componentsThe Report Server Web serviceThe Report Server Windows® service

(scheduling and delivery processor)The Report Server catalog The Report ProcessorRendering Extensions

HTML 4.0, HTML 3.2, Excel, .pdf, .csv, image (TIFF), .pdf, XML, HTMLOWC, and Web archive

Delivery extensionsFile share and e-mail

Page 10: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Designing reports – process

Defining report data sources and DataSetsDefining the basic report layout Enhancing the report layout

Using report expressions to control style and formatting

Using report expressions to generate values for report Items

Adding interactive features Previewing the report to verify functionality

Page 11: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Deploying reports to a report server

Publishing report folders, reports, shared data sources, and resources to a report server

Deployment optionsDeploying a report project from the Report DesignerManually creating report folders and uploading

report items using the Report ManagerImplementing and using administrative scripts to

create report folders and deploy report items

Page 12: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Expressions Most properties take expressions Expressions use VisualBasic.NET syntax Values from the data sets Values of other items on the report Values of global properties and user

properties Aggregates: Sum, Avg, Count, Min, First,

etc. Examples

=Fields!Name.Value =Fields!First.Value & " " & Fields!Last .Value =Sum(Fields!Sales.Value) =IIF(Sum(Fields!Sales.Value)>10, "green", "red")

Page 13: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Parameters Report parameters can be used in report

expressions (including binding to query parameters)

Set of valid values and default values can be static or query-based

Parameters can be hierarchical Selection of parameter value can drive later

valid values Accessed using global Parameters

collection, e.g. =IIF(Fields!Sales.Value > Parameters!

Goal.Value, “PASS", “FAIL")

Page 14: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Making Reports InteractiveActions can be added to report items

Drill down within a report Drill through to a different reportBookmarks jump within a reportHyperlinks any web page

Document map shows report structure

Page 15: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Code LibrariesAssemblies can be added to report to provide

user-defined functionsBuild any code in Visual Studio .NET

LanguageExpressions can refer to functions

Page 16: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Importing ReportsMicrosoft Access XP onlyCharts and code-behind are

not importedRedesign your top reports to use Reporting

Services features, especially table and matrix

Page 17: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

AgendaOverview of Reporting Services

Vision, Application, Lifecycle, OverviewUnderstand Reporting Services Architecture

Architecture, VS.NET, Creating Reports – Simple, Chart based, Parameterized, Data Source Details

Reporting Services ManagementWebServices, URL Addressing, Security, Exports,

RDL, Extensions, Command line utilities

Page 18: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Report ManagementReport definitions, folders, and resources are published and Report definitions, folders, and resources are published and managed in a reporting web service; Managed managed in a reporting web service; Managed reports can be executed either on-demand or via reports can be executed either on-demand or via schedule and are cached for consistency and performanceschedule and are cached for consistency and performance

ManagementManagement

ReportReportDefinitionDefinition

DeliveryDeliveryChannelsChannels

OnlineOnlineAccessAccess

AuthoringAuthoring ManagementManagement DeliveryDelivery

ManagedManagedReportReportManagedManagedReportReport

Page 19: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Configuring and managing a report serverReport execution and cachingReport historyData source connections Role-based security Subscriptions and deliveryManaging schedules Configuring site-wide settingsTool support – The Report Manager

Note: SQL Server Reporting Services configuration and management data is stored in

Report Server catalog database.

Page 20: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

The Report Manager (1 of 2)

Web-based report server management and report access tool

An ASP.NET Web applicationUses the Reporting Services programmatic

interfacesDefault installation folder: <drive>:\

Program Files\Microsoft SQL Server\MSSQL\Reporting Services\Report Manager

Access URL: http://<ServerName>/Reports

Page 21: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

The Report Manager – browsing a report folder

Page 22: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

The Report Manager – viewing a report

Page 23: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Configuring report execution and caching

Page 24: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Configuring report history

Page 25: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Configuring data source connections

Page 26: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Site-wide settings

Page 27: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Role-based security – system level

Page 28: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Role-based security – item level

Page 29: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Defining item-level role-based security

Page 30: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Subscriptions and delivery (1 of 2)

Page 31: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Subscriptions and delivery (2 of 2)

Page 32: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

SchedulesUse cases

Schedule report delivery for subscriptionsSchedule report history generationSchedule snapshot updatesSchedule cached report expirations

TypesItem specificShared

Page 33: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Schedule definition UI

Page 34: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Accessing reportsViewing reports in Internet Explorer using the

Report ManagerIntegrating report rendering in custom

applicationsURL accessWeb service API

Exporting reports to a desktop format Printing reports

Page 35: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

URL AddressabilityVirtual Roots

Report Serverhttp://[servername]/ReportServer

Web Service InterfaceParameter directives

Report Server Web Applicationhttp://[servername]/Reports

SSL SupportFully localized

Based on language in HTTP header

Page 36: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

URL Parameter DirectivesReport Server Parameters (rs:)

Performance optimization avoids item type check

Example:http://servername/ReportServer/ReportName?rs:Command=Render

Rendering Device Info (rc:)Name/Values pairs specifying information about

the format being rendered to (i.e., FindString, Section, Zoom, etc.)

Unique per Rendering ExtensionExample:

http://servername/ReportServer/ReportName?rc:Section=7&rc:HTMLFragment=true

Page 37: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

URL Parameter DirectivesReport Parameters

Parameter names must match report definitionExample:

http://servername/ReportServer/ReportName?CategoryID=1&EmployeeID=1

User Credentials (dsu: and dsp:)Credentials for each report data setExample:

https://servername/ReportServer/ReportName?dsu:DataSet1=MyUserName&dsp:DataSet1=MyPassword

Can also use HTTPS POSTUse Secure Protocols!

Page 38: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Reporting Services programmingURL access

Syntax: http://server/virtualroot?[/pathinfo]&[prefix]:param=value[&[prefix]:param=value]...n]

Web services API WSDL URL: http://server/reportserver/ReportS

ervice.asmx?WSDL Embedded codeCustom assembliesWindows Management Instrumentation

(WMI) provider

Page 39: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Report Delivery Single report definition can be rendered to

diverse output formats Web Formats (HTML 4, HTML 3.2, HTML w/OWC) Print Formats (TIFF, RTF, PDF) Data Formats (Excel, XML, CSV)

Personalized and administrator defined subscription and delivery Ability to select output formats per subscription Can deliver links as well as rendered reports Data-driven subscriptions for personal delivery

Extensible delivery provider architecture E-mail, File System, Custom

Page 40: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Working from Command LineYou can write scripts to administer and

manage a Report Server rs utility executes the scripts

Activate a Report Server and it’s Windows Servicersactivate allows to do so

Configure the Report Server settingsrsconfig utility

Retrieve and apply the symmetric key used for encryption of passwordsrskeymgmt utility

Page 41: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

ResourcesReporting Services Home -

http://www.microsoft.com/sql/reporting/default.asp

Technical Overview - http://www.microsoft.com/sql/reporting/techinfo/techoverview.asp

CAS and Reporting Services - http://msdn.microsoft.com/data/default.aspx?pull=/library/en-us/dnsql2k/html/dngrfCodeAccessSecurityInSQLServer2000ReportingServices.asp

Page 42: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Questions?

You can ask now Email me at

[email protected]

Page 43: Pawas Goyal CYLSYS Technologies. Agenda Overview of Reporting Services Vision, Application, Lifecycle, Overview Understand Reporting Services Architecture

Thank You Thank You