Module 11

Managing Report Execution and

Delivery
Module Overview

• Managing Report Security

• Managing Report Execution
• Subscriptions and Data Alerts
• Troubleshooting Reporting Services
Lesson 1: Managing Report Security

• Introduction to Report Server Security

• Managing Authentication
• Managing Authorization
• Managing Secure Communication
Introduction to Report Server Security

• Authentication
• Verify user credentials
• Authorization
• Enforce user permissions
• Secure Communication
• Encrypt data on the network
Managing Authentication

• Windows-based authentication is used by default

• Specify authentication types in RSReportServer.config
Authentication Type Description
RSWindowsNegotiate Attempts to use Kerberos, and falls back to NTLM
if a Kerberos ticket cannot be granted.
RSWindowsNTLM Uses Windows integrated authentication based
on an NTLM access token with no support for
delegation of credentials.
RSWindowsKerberos Uses Windows integrated authentication with a
Kerberos ticket. Delegation of credentials is
possible.
RSWindowsBasic Windows credentials are passed from the client to
the report server in base64 encoding.
Custom All requests are authenticated as anonymous at
the HTTP layer, and then directed to a custom
ASP.NET Forms authentication module.
Managing Authorization

• Add users to roles or SharePoint groups

• Assign individual permissions only when necessary
Permission Reporting Services Role SharePoint Group
Access the report server System User -
Manage the report server System Administrator -
Full control of items Content Manager Owners
Add, update, view, and Publisher Members
delete items
Use Report Builder Report Builder Members
View reports Browser Visitors
Use the My Reports My Reports -
folder
Managing Secure Communication

Native Mode
1. Install a server certificate
2. Bind the certificate to a Reporting Services URL
reservation
• Use Reporting Services Configuration Manager
• Report Server and Report Manager URLs are bound
individually

SharePoint Integrated Mode

1. Install a server certificate
2. Bind the certificate to the SharePoint site
• Use Internet Information Services Manager
Lesson 2: Managing Report Execution

• Configuring Data Source Credentials

• Optimizing Performance with Caching
• Using Report Snapshots
• Demonstration: Configuring Report Execution
Configuring Data Source Credentials
• Windows integrated security
• Uses the Windows credentials of the interactive user
• Can access a data source on the same computer or pass
credentials to one other server
• Requires Kerberos authentication for multi-hop requests
• Credentials supplied by the user running the report
• The user is prompted for a user name and password
• Can be passed to the data source as Windows credentials
• Credentials stored securely on the report server
• Uses the specified credentials, regardless of the current user
• Can be passed to the data source as Windows credentials
• Can be used to impersonate the user context (when
supported)
• Credentials are not required
• Used for data sources that do not require authentication
Optimizing Performance with Caching

• Cache reports and shared datasets to improve

performance
• A cached instance is created on the first request
for each parameter combination
• You can pre-load the cache with a refresh plan
• Configure when the cached instance expires:
• After a specified period of time
• On a report-specific schedule
• On a shared schedule
Using Report Snapshots

• Create a report history of snapshots – rendered

reports for specific points in time
• Create snapshots manually or on a scheduled
basis
Demonstration: Configuring Report Execution

In this demonstration, you will see how to:

• Configure Credentials for a Data Source
• Configure Caching for a Report
Lesson 3: Subscriptions and Data Alerts

• Introduction to Subscriptions and Data Alerts

• Subscribing to a Report
• Creating a Data-Driven Subscription
• Demonstration: Using Subscriptions
• Creating a Data Alert
• Managing Data Alerts
• Demonstration: Creating a Data Alert
Introduction to Subscriptions and Data Alerts

• Use subscriptions to deliver reports

• Send to users in an email message
• Save to a file share
• Save to SharePoint document library
• Use data alerts to notify users of report data
conditions
• Only supported for reports in SharePoint
integrated mode
Subscribing to a Report

• Users can subscribe to a report, and specify:

• Delivery extension
• Extension-specific options
• Report format
• Delivery schedule
• Parameter values
Creating a Data-Driven Subscription

• Create a single subscription for multiple delivery

options
• Store subscription settings in a database table
• Use a query to retrieve settings for each delivery
Demonstration: Using Subscriptions

In this demonstration, you will see how to:

• Subscribe to a Report
• Create a Data-Driven Subscription
Creating a Data Alert

• Add a data alert when viewing a report, and

specify:
• A data feed in the report
• Rules for notification
• An alert schedule
• Your email settings
Managing Data Alerts

• Alerts are listed in the Data Alert Manager page

• Edit– Modify alert settings
• Delete – Remove the data alert
• Run – Run the data alert on-demand
Demonstration: Creating a Data Alert

In this demonstration, you will see how to:

• Create a data alert
• Manage data alerts
Lesson 4: Troubleshooting Reporting Services

• Reporting Services Logs

• Monitoring Reporting Services Performance
Reporting Services Logs

• Use logs to troubleshoot Reporting Services:

• Execution logging: View details of report executions
• Trace logging: Debug reporting issues
• HTTP logging: View details of HTTP requests and
responses
SharePoint Mode Native Mode
Execution Logging ExecutionLog views ExecutionLog views
Trace Logging Tracelog files or ULS Tracelog files
HTTP IIS logs Report Server Service
HTTP logs
Monitoring Reporting Services Performance

• Web Service
• MSRS 2011 Web Service
• MSRS 2011 SharePoint Mode Web Service
• Windows Service
• MSRS 2011 Windows Service
• MSRS 2011 Windows Service SharePoint
Mode
• HTTP and Memory
• ReportServer:Service
• ReportServerSharePoint:Service
Lab: Configuring Report Execution and Delivery

• Exercise 1: Configuring Report Execution

• Exercise 2: Implementing a Standard Subscription
• Exercise 3: Implementing a Data-Driven
Subscription

Logon Information
Virtual machine: 20466C-MIA-SQL
User name: ADVENTUREWORKS\Student
Password: Pa$$w0rd

Estimated Time: 30 minutes

Lab Scenario

Some business users at Adventure Works Cycles

have reported that the sales report takes a long
time to render, and have asked you to improve its
performance.
Users also want to be able to subscribe to the
report and have it delivered by email.
Additionally, some executives have requested that
the report should be sent to them by email but
each executive wants the report in a different
format.
Module Review and Takeaways

• Review Question(s)