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Module 4: Managing Report Execution and Delivery

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1 Module 4: Managing Report Execution and Delivery
Course 10778A Module 4: Managing Report Execution and Delivery Module 4 Managing Report Execution and Delivery

2 Module 4: Managing Report Execution and Delivery
Course 10778A Module Overview Module 4: Managing Report Execution and Delivery Managing Report Security Managing Report Execution Subscriptions and Data Alerts Troubleshooting Reporting Services

3 Lesson 1: Managing Report Security
Course 10778A Lesson 1: Managing Report Security Module 4: Managing Report Execution and Delivery Introduction to Report Server Security Managing Authentication Managing Authorization Managing Secure Communication

4 Introduction to Report Server Security
Course 10778A Introduction to Report Server Security Module 4: Managing Report Execution and Delivery Authentication Verify user credentials Authorization Enforce user permissions Secure Communication Encrypt data on the network Point out that SQL Server Reporting Services supports configuration options for all three elements of security, but that the specific implementation can vary depending on the mode (native or SharePoint Integrated) in which the report server is deployed Authorization Secure Communication UserName ●●●●●●●●●● Authentication

5 Managing Authentication
Course 10778A Managing Authentication Module 4: Managing Report Execution and Delivery Windows-based authentication is used by default Specify authentication types in RSReportServer.config A complete discussion of the differences between Kerberos and NTLM authentication models, particularly in relation to delegation, is beyond the scope of this course. The key point that students should understand is that in an environment where Kerberos is configured, the user’s credentials can be impersonated across multiple server “hops” in the same domain. This enables the report server to access remote data sources on behalf of the user without further prompts for credentials. 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.

6 Managing Authorization
Course 10778A Managing Authorization Module 4: Managing Report Execution and Delivery Add users to roles or SharePoint groups Assign individual permissions only when necessary Point out that there are no equivalents to the system-level roles in SharePoint Integrated mode, and that access to the service (administrative or otherwise) is dependent on the permissions granted to the user’s Windows account in the SharePoint farm. Also point out that you can define more granular permissions in by creating custom roles and granting individual permissions to users. However, a role-based approach that uses the predefined roles is generally easier to manage than a complex, custom permissions hierarchy. 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 delete items Publisher Members Use Report Builder Report Builder View reports Browser Visitors Use the My Reports folder My Reports

7 Managing Secure Communication
Course 10778A Managing Secure Communication Module 4: Managing Report Execution and Delivery Native Mode Install a server certificate 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 Bind the certificate to the SharePoint site Use Internet Information Services Manager

8 Lesson 2: Managing Report Execution
Course 10778A Lesson 2: Managing Report Execution Module 4: Managing Report Execution and Delivery Configuring Data Source Credentials Optimizing Performance with Caching Using Report Snapshots

9 Configuring Data Source Credentials
Course 10778A Configuring Data Source Credentials Module 4: Managing Report Execution and Delivery 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 used to impersonate the user context (when supported) Credentials are not required Used for data sources that do not require authentication Point out that in large enterprises, it is generally more efficient to use credentials stored on the server for all requests. This approach (which is often referred to as a “trusted server” model) provides the following benefits: Users do not directly access report data sources, so you do not need to manage multiple permissions within databases. Connections from the report server to a database server can be pooled, reducing the overall number of connections that need to be opened and therefore minimizing the memory overhead associated with database connections. Reports and datasets can be cached to improve performance. Non-interactive report execution can be scheduled to support snapshots or subscriptions. Reports can support data alerts.

10 Optimizing Performance with Caching
Course 10778A Optimizing Performance with Caching Module 4: Managing Report Execution and Delivery 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 Emphasize that caching is a performance optimization technique, and while cache expiration can be scheduled, other factors, such as the publishing of a new version of a report, can also cause a cached instance to be deleted. Also point out that there is a tradeoff that needs to be made between the performance benefits of caching a report or dataset, and the need for realtime data. In many cases, it is acceptable for the data in a report to be accurate within a time period of hours, days, or even weeks. However, if users require up-to-the-minute accuracy, then caching might not be appropriate.

11 Using Report Snapshots
Course 10778A Using Report Snapshots Module 4: Managing Report Execution and Delivery Create a report history of snapshots – rendered reports for specific points in time Create snapshots manually or on a scheduled basis Point out that snapshots can provide similar report rendering performance benefits to caching but with greater predictability. However, maintaining a history of snapshots increases storage requirements on the report server.

12 Demonstration: Configuring Report Execution
Course 10778A Demonstration: Configuring Report Execution Module 4: Managing Report Execution and Delivery In this demonstration, you will see how to: Configure credentials for a data source Configure caching for a report Task: 1 Configure credentials for a data source Ensure MIA-DC1 and MIA-SQLBI are started, and log onto MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod04 folder, run Setup.cmd as Administrator. In the D:\10778A\Demofiles\Mod04 folder, double-click AWReports.sln to open the solution in SQL Server Data Tools. Then in Solution Explorer, right-click AWReports and click Deploy. When deployment is complete, close SQL Server Data Tools. Start Internet Explorer and browse to SharePoint site at and in the Reports document library, click Demo to view the contents of the Demo folder. On the drop-down list for the AdventureWorksDW data source, click View Dependent Items and note that the Monthly Sales Report report has a dependency on this data source. Then click Close. On the drop-down list for the AdventureWorksDW data source, click Edit Data Source Definition, and in the Credentials section of the configuration page, note that the data source is currently configured to use the Windows authentication (Integrated) or SharePoint user option. In the Credentials section, select the Stored credentials option and enter the following credentials: User Name: ADVENTUREWORKS\ServiceAcct Password: Pa$$w0rd Select Use as Windows credentials and click Test Connection. Then when the connection has been tested successfully, click OK. Task 2: Configure caching for a report In the Demo folder, on the drop-down menu for the Monthly Sales Report report, click Manage Processing Options. In the Data Refresh Options section, select the Use cached data option, and then in the Cache Options section, select On a custom schedule and click Configure. In the Frequency section, select Day, in the Schedule section select all of the days and set the Start time to 12:00 am, and click OK. Then click OK again to set the processing options and return to the Reports document library. Click Monthly Sales Report and note the execution date and time under the report heading. At the top of the report page, click the demo link to return to return to the Demo folder, and then click Monthly Sales Report again. Note that the execution date and time have not changed because the report has been cached.

13 Lesson 3: Subscriptions and Data Alerts
Course 10778A Lesson 3: Subscriptions and Data Alerts Module 4: Managing Report Execution and Delivery Introduction to Subscriptions and Data Alerts Subscribing to a Report Creating a Data-Driven Subscription Creating a Data Alert Managing Data Alerts

14 Introduction to Subscriptions and Data Alerts
Course 10778A Introduction to Subscriptions and Data Alerts Module 4: Managing Report Execution and Delivery ! Subscriptions Data Alert Use subscriptions to deliver reports Send to users in an 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

15 Subscribing to a Report
Course 10778A Subscribing to a Report Module 4: Managing Report Execution and Delivery Users can subscribe to a report, and specify: Delivery extension Extension-specific options Report format Delivery schedule Parameter values Point out that standard subscriptions are not available in SQL Server Express Edition with Advanced Services.

16 Creating a Data-Driven Subscription
Course 10778A Creating a Data-Driven Subscription Module 4: Managing Report Execution and Delivery Create a single subscription for multiple delivery options Store subscription settings in a database table Use a query to retrieve settings for each delivery Point out that data-driven subscriptions are not supported in SQL Server Express Edition with Advanced Services or Standard Edition.

17 Demonstration: Using Subscriptions
Course 10778A Demonstration: Using Subscriptions Module 4: Managing Report Execution and Delivery In this demonstration, you will see how to: Subscribe to a report Create a data-driven subscription Note This demonstration requires that you have completed the previous demonstration in this module. Task 1: Subscribe to a report In the SharePoint site at in the Reports document library, in the demo folder, view the Monthly Sales Report report. On the Actions menu, click Subscribe. In the Delivery Extension drop-down list, select Windows File Share, and then enter the following settings and then click OK: File name: MonthlySalesReport Path: \\MIA-SQLBI\SharedReports Render Format: Excel Write mode: Overwrite File Extension: True Delivery Event: On a custom schedule. Click Configure and define a custom schedule that will send the report daily, two minutes from the current time; and click OK. You can determine the current system time by starting a command prompt window and entering the command time /T. User name: ADVENTUREWORKS\ServiceAcct Password: Pa$$w0rd Parameters: Use Report Default Value At the top of the report page, click the demo link to return to return to the Demo folder. In the drop-down list for the Monthly Sales Report report, click Manage Subscriptions. Then view the information about the Windows File Share subscription you created in the previous task. Wait two minutes and then refresh the page. The Last Results column should indicate that subscription has run. Then minimize Internet Explorer with the Manage Subscriptions page still open View the contents of the D:\10778A\Demofiles\Mod04\SharedReports folder and verify that the report has been created.

18 Module 4: Managing Report Execution and Delivery
Course 10778A Creating a Data Alert Module 4: Managing Report Execution and Delivery Add a data alert when viewing a report, and specify: A data feed in the report Rules for notification An alert schedule Your settings Point out that data alerts are a new feature in the SQL Server 2012 release.

19 Module 4: Managing Report Execution and Delivery
Course 10778A Managing Data Alerts Module 4: Managing Report Execution and Delivery 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

20 Demonstration: Creating a Data Alert
Course 10778A Demonstration: Creating a Data Alert Module 4: Managing Report Execution and Delivery In this demonstration, you will see how to: Create a data alert Manage data alerts Note This demonstration requires that you have completed the first demonstration in this module. Task 1: Create a data alert In the SharePoint site at in the Reports document library, in the Demo folder, view the Monthly Sales Report report. On the Actions menu, click New Data Alert. In the New Data Alert – Monthly Sales Report dialog box, in the Report data name drop- down list, select Tablix1. Click Add rule and click Product Category, then in the drop-down list for the rule value, click Bikes. This creates a rule that sends an alert of the report data includes any sales for the Bikes product category. Under Schedule settings, change Daily to Minute, and ensure that the alert is scheduled for every 1 minute(s). In the settings section, change the Recipient(s) value to and then click Save. Minimize Internet Explorer and view the contents of the C:\inetpub\mailroot\Drop folder. Then wait for a minute and refresh the folder until a new message appears. Double-click the new message to view the alert. Then close the message and the folder window. Task 2: Manage data alerts Maximize Internet Explorer, and above the report, click the demo link to view the demo folder. In the drop-down list for the Monthly Sales Report report, click Manage Data Alerts. Note that the alert you created previously is listed and that the Last Run and Status columns provide information about when the alert was last sent. Right-click the alert, and on the shortcut menu that appears, click Delete. Close Internet Explorer.

21 Lesson 4: Troubleshooting Reporting Services
Course 10778A Lesson 4: Troubleshooting Reporting Services Module 4: Managing Report Execution and Delivery Reporting Services Logs Monitoring Reporting Services Performance

22 Reporting Services Logs
Course 10778A Reporting Services Logs Module 4: Managing Report Execution and Delivery 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 Trace Logging Tracelog files or ULS Tracelog files HTTP IIS logs Report Server Service HTTP logs

23 Monitoring Reporting Services Performance
Course 10778A Monitoring Reporting Services Performance Module 4: Managing Report Execution and Delivery Use performance counters to monitor Reporting Services: MSRS 2011 Web Service Performance Object MSRS 2011 Windows Service Performance Object ReportServer:Service Performance Object Point out that performance issues on a report server can be caused by factors other than Reporting Services, so students should also monitor general performance objects to review server memory, processing, and disk activity.

24 Module 4: Managing Report Execution and Delivery
Course 10778A Lab Scenario Module 4: Managing Report Execution and Delivery Students will perform the lab in the role of a BI professional in the Adventure Works Cycles company, and: Configure caching behavior for a sales report to improve rendering performance Create a standard subscription to deliver the sales report to you by Create a data-driven subscription to deliver the sales report to multiple business users in recipient- specific formats Point out that the instructions in the lab are deliberately designed to be high-level so that students need to think carefully about what they are trying to accomplish and work out how best to proceed for themselves. Encourage students to read the scenario information carefully and collaborate with each other to meet the scenario requirements. Remind students that if they find a particular task or exercise too challenging, they can find step-by-step instructions in the lab answer key. 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 . Additionally, some executives have requested that the report should be sent to them by ; but each executive wants the report in a different format.

25 Lab 4: Configuring Report Execution and Delivery
Course 10778A Lab 4: Configuring Report Execution and Delivery Module 4: Managing Report Execution and Delivery Exercise 1: Configuring Report Execution Exercise 2: Implementing a Standard Subscription Exercise 3: Implementing a Data-Driven Subscription In this lab, students will configure caching for a report and create subscriptions. Exercise 1 In this exercise, students configure a data source and a report to support caching. Exercise 2 In this exercise, students create a standard subscription Exercise 3 In this exercise, students create a data-driven subscription Logon information Virtual machine MIA-SQLBI User name ADVENTUREWORKS\Student Password Pa$$w0rd Estimated time: 30 minutes

26 Module Review and Takeaways
Course 10778A Module Review and Takeaways Module 4: Managing Report Execution and Delivery 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? Review Questions Point the students to the appropriate section in the course so that they are able to answer the questions presented in this section. Some guidance for discussing the answers to the questions is included below. How can you ensure that the sales manager can view reports that are published in a SharePoint library? Ensure that the Windows account used by the sales manager is a member of at least the Visitors group in the 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 could cache the report or the dataset is uses. Alternatively, you could schedule the creation of snapshots from the report and have users view the snapshots instead of the live report. You want to publish a report as an Excel document in a SharePoint document library on a weekly basis. How can you accomplish this? Create a subscription that delivers the report in Excel format to the SharePoint document library.


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