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Reporting with Reporting Services Western Carolina University Stanley W. Hammer Questions Needing Answers • What is Reporting Services? • Why Reporting Services? How is RS licensed? What does RS cost? • How does RS work with Oracle/Banner? • Hardware and Software Requirements and Configurations • How do you Create and Deploy reports? • Difficulties? Issues? • Banner Specific Issues? Tiers of Functionality Reporting Focus of Presentation Data Exploration & Ad hoc Query Data Warehousing GOALS • Focus on entire University needs, not just reporting services or Banner – IT needs – Functional needs • Keep Simple and Understandable – Report Design – Report Usage – Security • Portal • Database Not Yet Focused on. . . • Data Exploration or Adhoc Query Tool; • Data Warehouse or OLAP However, SQL Server 2005 Reporting Services will provide self service, end-user ad hoc report creation, enhanced query development for online analytical processing (OLAP) environments and enhancements in scale allowing for rich and easy-to-maintain enterprise reporting environments Why Reporting Services? • • • • • Distributed processing - Portal Uses Active Directory Easy to install and administer Integrated report development Uses standard Internet technology – (HTTP & XML) • Works with Oracle and more The Real Reason • Needed Reporting Tool Now! • Least expensive solution (No budget for Reporting Tool) • Already owned software SQL Server • Based on products already used by WCU • Works with Oracle/Banner • Installed RS ourselves • Very Good Product Help available GOOD HELP • Online • Microsoft and Non-Microsoft sites • Books and Magazines Good Help = Do it all ourselves without help from vendor Reporting Services Agility Cost Security Performance & Administration Pricing – MS Campus Agreement Enterprise Edition •Much less than Web Focus or Oracle Standard Edition 3x less than SQL Enterprise Edition Already Owned Enterprise Edition + No Annual Maintenance = $ 0.0 SQL Server License • • • • • • • RDBMS; OLAP/Data warehouse; Management Tools; Integrated Security; Reporting Services; Email Notification Services; More… • License includes all Features. • Features are not priced separately Requirements • Microsoft Windows – 2000, 2003, & XP • SQL Server • IIS (Web Server) Reporting Services is Clusterable and Scalable (Web Farm) – ASP.NET Reporting Services is an ASP.NET application that uses SQL Server for its data storage Reporting Lifecycle Phase Description Authoring Creation of the report definition, via an authoring tool, containing: • Connection • Query • Layout The published report definition is saved on a report server, and managed with Report Manager by the report server administrator. The generated report is viewed via an application, or is routed to a delivery target where it is accessed by consumers. Management Access and Delivery Full Reporting Life Cycle Support •Authoring: Report developers can create reports to be published to the Report Server using Microsoft or third-party design tools that use Report Definition Language (RDL), an XML-based industry standard used to define reports •Management. Report definitions, folders, and resources are published and managed as a Web service. Managed reports can be executed either on demand or on a specified schedule, and are cached for consistency and performance •Delivery. Supports both on-demand (pull) and event-based (push) delivery of reports. Users can view reports in a Webbased format or in e-mail Reporting Services Link on Banner Page Provide Detailed Descriptions PORTAL – Only Authorized Reports/Folders are Shown Portal Security • Uses WCU’s Directory Service • Report Authentication & Authorization via by Active Directory • Can Utilize Web Server & other security technology – SSL, IPSec, Firewall, etc Portal Security Active Directory Security Group Or Single User Define Portal Security Example - Banner Report Oracle/Banner Active Directory (Account + Authorization) Reporting Services •Browser Based •IE and Netscape •Enterprise Level Integration Users Example – Non-Banner Report Not Oracle/Banner Active Directory (Account + Authorization) • Identical Experience; • Identical Capabilities; • Identical Development Reporting Services •Browser Based •IE and Netscape •Enterprise Level Integration Users Reports use a Data Source (database and database login) Reports Use Data Source Database + Login Access to data used by a report is defined and stored in the Portal Database Login Information Database Connection Information Not just Oracle! •MS Access/Excel •SQL Server •DB2/SYBASE •ODBC •Many more Oracle/Banner Connectivity Uses Oracle’s .NET Provider • Free Download from Oracle; • Standard Oracle Database Access; • Required only on Reporting Services Server; ---------------------------------------Oracle Data Provider for .NET 10.1.0.2.0 ---------------------------------------Copyright (C) Oracle Corporation 2004 This document provides information that supplements the Oracle Data Provider for .NET (ODP.NET) documentation. IMPORTANT INSTALLATION INFORMATION ================================== ODP.NET 10.1.0.2.0 depends on Oracle Client 10.1.0.2.0 that needs to be installed in the same Oracle Home. Oracle/Banner Security • Uses Database Roles – Common Tables & Views – Alumni – Finance – Student, etc. Alumni Report User – OR – Alumni Power User Common Alumni Common Tables & Views Alumni Tables & Views Roles are independent from Reporting Services! = REUSE EXAMPLE REPORT 1984 Banner Issues • #1 - Knowing the data, reporting tool is irrelevant • Oracle - SQL Based • Sharing Reports? • Training – SQL training – Relational Design – Tool use Issues II • Non-Technical – Change • Performance – database, Reporting server not stressed • Security – Utilize Database roles & Active Directory groups – No integrated security with Banner Multiple Reporting Needs Enterprise - WCU needs the ability to provide timely information to widespread employees. Solution should be fast and cost-effective to deploy, and must leverage existing systems and expertise. Users in these organizations want upto-date information — when they need it — without learning new client tools or requesting special reports from IT staff. IT organizations need enterprise-class has great needs bothof report subscriptions manageabilityWCU and performance to manage largefor numbers and to ensureenterprise that report distribution is consistent with corporate security and embedded requirements reporting Embedded – WCU’s IT Applications and Independent software vendors need a reporting solution that can integrate seamlessly into their packaged solutions, without adding cost or complexity for the end user. Customers should be able to make minor modifications to packaged reports without special development support from the ISV. Real business value from reporting solution, not the mechanics of reporting Report Uses To access reports directly by URL as follows: http://<server>/ReportServer?/<folder name>/<report name> http://itareporting/ReportServer?/Advancement/Alums+By+Year Use reports from our applications (web or non-web, passing in parameters) ... { // show user’s account information ReportingServices.ShowReport(ReportURL,userid); } Report Styles Report Layout Description Tabular Fixed number of columns Matrix The number of columns depends on the query results Chart Data represented graphically (pie, line or bar chart) List (free-form) Data arranged free-form on the page; useful for creating forms Interactive Reports Feature Description Parameterized Parameterized reports filter data to provide only that which is appropriate for the user Hidden or drilldown Hidden items on a report can toggle in and out of view based on user actions Hyperlinks Hyperlinks embedded in reports direct users to Web pages Drill-through links Drill-through links open another report from within a report, such as a detailed report from a summary. The originating report typically passes parameters to the drill-through report Bookmark links Bookmark links direct users to another area of the current report Document maps In HTML Viewer, a document map appears as a table of contents next to the report. Users can click an item in the table, and the browser jumps to that item in the report Design and Deployment MS Visual Studio Reports are authored and deployed With MS Visual Studio Add Report to Project GUI Report Designer Very similar to MS Access, Crystal Reports, or any standard reporting tool Deployment • • • • Very Simple Point and Click GUI Portal Based Distributed Deployment is via Visual Studio or Portal Report Format is XML Data Access Demos • SIS and SQL Server based Admissions data Report Uses SIS SQL Server Access to SIS via Connx Admissions Joined with SIS Cost = $0 Data Access Demos • SIS and Banner/Oracle Report Uses SIS Banner/Oracle Joined with SIS Cost = $0 Oracle Access to SIS via Connx