Module 4

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 Authorization
Secure Communication
• Secure Communication
 Encrypt data on the network
UserName

●●●●●●●●●● Authentication
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 folder My Reports -
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

3. Install a server certificate
4. 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
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 cache 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
• Creating a Data Alert
• Managing Data Alerts
Introduction to Subscriptions and Data Alerts

!
Subscriptions Data Alert

• Use subscriptions to deliver reports

 Send to users in an e-mail 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 e-mail 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
• Use performance counters to monitor Reporting Services:
 MSRS 2011 Web Service Performance Object
 MSRS 2011 Windows Service Performance Object
 ReportServer:Service Performance Object
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.
Lab 4: 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 MIA-SQLBI
User name ADVENTUREWORKS\Student
Password Pa$$w0rd

Estimated time: 30 minutes

Module Review and Takeaways
• How can you ensure that the sales manager can view
reports that are published in a SharePoint library?
• You want to reduce the time it takes to render a report
that contains a lot of data. How can you achieve this?
• You want to publish a report as an Excel document in a
SharePoint document library on a weekly basis. How can
you accomplish this?