Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Introduction to Microsoft’s SQL Reporting Services in a Data Repository Environment By Acmeware, Inc. Introduction Acmeware Participants Course Objectives Course Format Course Summary Overview of SQL Server Reporting Services (RS) RS Licensing & Implementation RS Development Environment RS Management & Deployment Two Examples of RS Reports from Authoring to Deployment What is SQL Server Reporting Services? A comprehensive, server-based reporting application Enables the creation, management, and delivery of reports Both traditional paper-based reports and web-based reports Pushed or pulled reports, real-time or scheduled reports In Microsoft's Words “Microsoft SQL Server Reporting Services improves the productivity of organizations by providing a highperformance, managed reporting environment for the entire enterprise and makes it easier to get the right information to the right people, in virtually any business environment.” Comparable Applications Crystal Reports / Crystal Enterprise Microsoft Access Visual Basic / C# and .ASP Cognos / Actuate / Business Objects Medisolv RAPID, FCG CyberView RS Required Software SQL Server 2000 SP3 (which includes RS add-on) - Database Windows 2000 SP4, XP, 2003 (Prof., Standard or Enterprise) – O.S. Internet Information Server (5.0) - Web Report Server with O.S. Visual Studio .NET 2003 – Report Development Environment (IDE) Web Browser (Internet Explorer and others) Typical MEDITECH DR with RS Internet Information Server IIS & DR may or may not be on the same server Visual Studio .NET 2003 Data Repository RS Licensing & Implementation RS is included as a free add-on as long as you have a valid SQL Server 2000 License Report Server (IIS) is licensed as part of the O.S. (RS Report Manager component runs on the Report Server) Visual Studio .NET 2003 (Report Designer) must be licensed for each report developer Only a single instance of RS can run on a Server (even if the server had multiple instances of SQL Server – the same as Analysis Services) The same pricing model is expected for Yukon (SQL 2005) How to get RS RS was released from beta earlier this spring A RS Implementation disc can be ordered from Microsoft as long as you have a valid SQL Server 2000 License (and pay $5.75 shipping) Microsoft Subscription clients may download RS from web A 180 Day trial version of RS may be downloaded from web for free (you must have the supporting software) RS Process Components Report Authoring - Visual Studio .NET 2003 Report Management - IIS Report Server Report Storage - SQL Server 2000 Databases Report Viewing – Browser, E-mail, File share Visual Studio .NET 2003 Implementation Visual Studio is installed on client(s) where RS authoring is going to occur Installation requires significant prerequisites (e.g., Front Page Server Extensions, IIS, MDAC, .NET Framework) Installation can take hours to completed Installation can require over 1 GB of disc The full VS.NET product is not required, a single component will do (i.e., VBasic) Visual Studio .NET IDE Programmers will be familiar with this environment, report developers may not be IDE is significantly more complex than Access or Crystal RS Implementation – IIS Report Manager RS Report Manager is an ASP .NET Application Virtual Directories are set up on IIS Report Server is at http://<server>/ReportServer Report Manager is at http://<server>/Reports Actual reports can be accessed directly at: http://<server>/<folder name>/<report name> RS has role-based security for Management and Items (works with NT authentication) Configure resources (time-out defaults, caching, size of MRL, etc.) Starting RS Report Manager By default, RS Manager can be accessed in Start Menu RS Manager can be accessed directly from Address Bar of Browser RS – Report Manager Settings What a user can do to/with his her reports in Report Manager Report time-out (This is NOT NPR RS!) Security Scheduling Reports RS – Implementation Report Server (database components) RS databases are created when installing RS disc (or download and installing) from Microsoft Web The database components of RS must run on an instance of SQL Server 2000 (MSDE database is not sufficient) This likely will also be the DR Server, but need not be (though another SQL license would be required) Two SQL database are installed (‘Report Server’ and ‘ReportServerTempDB’) An Additional demo database may also be included SQL Server – Database Components ReportServer – Static Configuration Data (meta data) Data sources Users, policies, roles Subscriptions Report snapshots ReportServerTempDB Session data Cached reports RS Databases on SQL Server New RS Databases (Typically located on DR Server System Adventure Works is demonstration database for RS (books on-line can be downloaded too) RS Metadata RS Temporary Data RS Implementation Walk Through RS Install – Setup Files Check for prerequisites – Make sure you have your OS disc(s) available. Will likely have to download updates as well. RS Install - Prerequisites You will see this when all prerequisites are loaded RS Install – Start Setup Make sure to order the correct edition. I did not and it will not load (but doesn’t tell you so until install is complete! RS Install - Registration GOLF RS Install - Features By default, you get everything but Adventure Works demonstration database. I recommended installing everything Don’t be fooled, you cannot design reports with RS alone RS Install – Service Account Account used to initiated NT Service. These are the default values GOLF RS Install – IIS Directory I did not choose to install SSL. You should if this is planned for anything but development testing RS Install – SQL Databases Likely this will be the DR Server GOLF I selected default configuration RS Install – Email Delivery Info Acme_server.com This would be your Exchange Server These values are stored in a file called “RSReportServer.config” that can be opened form the Report Designer (i.e., Visual Studio .NET) When USING Office As Mailserver Modify RSReportServer.config in <Configuration> AS <RSEmailDPConfiguration> <SMTPServer>smtp.rcn.com</SMTPServer> <SMTPServerPort></SMTPServerPort> <SMTPAccountName>RCN</SMTPAccountName> <SMTPConnectionTimeout></SMTPConnectionTimeout> <SMTPServerPickupDirectory></SMTPServerPickupDirectory> <SMTPUseSSL></SMTPUseSSL> <SendUsing></SendUsing> <SMTPAuthenticate></SMTPAuthenticate> <From>[email protected]</From> <EmbeddedRenderFormats> <RenderingExtension>MHTML</RenderingExtension> </EmbeddedRenderFormats> <PrivilegedUserRenderFormats></PrivilegedUserRenderFormats> <ExcludedRenderFormats> <RenderingExtension>HTMLOWC</RenderingExtension> <RenderingExtension>NULL</RenderingExtension> </ExcludedRenderFormats> <SendEmailToUserAlias>True</SendEmailToUserAlias> <DefaultHostName></DefaultHostName> </RSEmailDPConfiguration> RS Install - Licensing This should be the same as your SQL DR Server Licensing if on the DR system RS – Report Designer Use Visual Studio .NET to create a Solution. A Solution can contain multiple Projects, which loosely correspond to a Report Projects contain .RDL files (Report Definition Language) and .RDS (Report Data Source) Solutions or Projects are Deployed to Web-Server RS Project Definition Use either RS wizard or perform manually Define a new or use an existing Data Source (.RDS) Design the Query (IDE looks like SQL View) Grouping and/or data summarization Look and style of output Add Parameters RS Project Creation From Solutions Explorer or from Startup (depending on configuration Data Source Properties Data Source Access from Solutions Explorer List will depend on MDAC Many are likely familiar with this sequence of dialog boxes Credentials Entered at Run-time Report Services will prompt for credentials at the time a report is executed. Reports requiring credentials at run time cannot be entered as subscriptions RS Query Designer Note 3 main tabs in IDE This looks and acts a lot like creating / editing SQL Views SQL Code gets stored in XML-based .RDL file. Note that more sophisticated T-SQL Code can be entered than can be parsed by this editor. RS Grouping and Summarization Can group in T-SQL code or in Designer (which allows drill-down access to detail) In Designer, you can use wizard to group, layout manually, or a combination Grouping is established by selected field(s) a new page / header can be forced with each group Fields can be summarized (e.g., count, sum, average) by field(s) in a group Groups can be “rolled up” by default and a mouse-click used to drill down to detail RS Wizard - Grouping This example groups and generates a new page for each visit (listing Account # and Name at the header Within a page, data is grouped be procedure charge category Detail charge Amount and Procedure Descriptions are displayed RS Wizard – Subtotals and Drilldown This subtotals by by the groupings Within a group, detail can be rolled up or displayed using a mouse click on the (+) or (-) symbol Grouping & Summarizing Output Summarization Layout is familiar to those who use Crystal Grouping Group Drill Down Property Drilldown default Expression options RS Report Format & Layout Again, can use wizard, layout manually, or a combination Report can incorporate parameters for customized output filtering Report can include data bound objects (e.g., data fields, lists, sub-reports, charts, maps, etc.) Reports can include design objects (page headers/footers, lines, boxes, images, etc.) Can define object properties as fonts, colors, boundaries, margins, field format, etc. Virtually all format and layout properties can be determined dynamically using a function. The function may consider data values. RS Wizard – Layout Stepped or Block RS Wizard – Output Style Style simple presets properties for fonts, sizes, spacing, margins, backgrounds, colors, lines, boxes, etc. Nothing magical, this can all be done by hand. Again, similar to Access or Crystal Wizards Adding Report Objects Layout Tab Context Menus Toolbox with layout objects available Formatting Report Objects Field Properties Advanced Formatting Options Expressions provide access to all report objects Example to Bold output values when greater than $1000. RS Designer – Preview Pane IDE is a sophisticated programmer development environment Bolded output Solution / Project Deployment Deploy Solution Deploy Project Select Configuration RS – Report Manager ASP .NET Web-Based Application (IIS) Perform Report Management (e.g., security) Establish Subscriptions & Data Driven Subscriptions Define Report Execution Features (e.g., scheduling) Define Report Delivery Strategy – (e.g., parameters, pull from web, push e-mail, push .PDF, etc.) Report Management - Security Site Settings Security Settings Scheduling Settings Security – System Roles New System Role defined Two default System Roles defined System Roles determine what management activities a user can perform Security – Assigning System Roles System Role(s) assigned to specific NT User or Group “Golf” is no longer a System Administrator Security – Item Level Roles This defines a new Item role. Items are reports, folders, data sources, etc. Security – Item Level Roles Assignment Select a report from a folder Security – Item Level Roles Assignment (2) Select security menu for item of interest Security – Item Level Roles Assignment (3) Select a new Role Assignment for this Item Administrator defaults as “Content Manager” (Item role that can do anything) for all reports Security – Item Level Roles Assignment (4) This Assigns the NT User or Group to an Item Level Role for the Item (Charge Detail Report) Report Subscriptions An alternative to on-demand reports ‘pull’, subscriptions allow for ‘push’ reporting A request to deliver a report at a specific time or in response to a specific event A desire to have the report presented in an output format that is most useful to the end user Subscriptions Require Credentials Subscriptions require that credentials (i.e., user name & password) be included in data source definition. This is why Secure Socket Layer (SSL) is necessary for secure access to subscribed reports Subscription E-mail Options Subscription delivery properties are independent of Report Design properties Subscription File Share Options File Share subscriptions can be a wide array of formats. Data Driven Subscriptions Define the subscription (like a standard subscription) Specify a connection and query that will return on record for each recipients Define delivery option and parameters based on data in query result set Schedule the report (or configure it to be updated on a snapshot refresh) Scheduling Reports Scheduled reports must be part of a subscription Schedules can be for a specific report or a shared schedule (e.g., monthly reports) can be created Scheduled reports can use parameters (like ‘today’) Scheduling Types RS Supports both Shared Schedules as well as Report specific schedules Schedule Detail - Daily Scheduler is extremely flexible making available virtually any combination and permutation of dates and times The same report may have multiple Subscription, each with differing schedules. Schedule Detail – Other Options Other scheduling options Scheduled Jobs – Are actually initiated by SQL Server Agent RS – Schedules are actually set up in SQL Server Management / Jobs, and processed by the SQL Server Agent. I do not recommend editing from within SQL Server as it seems to introduce problems RS- Parameters Report Parameters are constructed into a report in the Visual Studio .NET report designer Report Parameters are entered when executing a Report Report Subscriptions can have report parameters hard-coded or derived from data drive subscriptions Parameters can be viewed, and some properties modified from within Report Manager Parameters – In VS Designer From VS Layout tab, bring up the context menu and select Report Parameters Note, parameter is tied to a query that generates a separate dataset from the primary result set of the report (next slide) Parameters – New dataset to query for default values A second Dataset is added to this Project to collect a list of unique “lookup” entries for the parameter list Insert Parameter into Report Filter for Main Dataset The Project’s primary query is modified to use the parameter value (prefixed using an @ sign) in the criteria filtering section. Parameter Preview in VS After complete, re-deploy the report, project or, solution Parameters – In Report Manager Parameters appear in report header by default. Example #1 Demographic List Identify all Inpatient Discharges that occurred last month List the Patient’s Unit Number (once), Account Number, Discharge Date, Primary Insurance Sort By Discharge Date No Parameters –Scheduled to Run once Per month on the first Monday and be pushed to an e-mail address. Example #2 – Compute Average Inpatient LOS, Charges, and a Procedure Count, By Provider and DRG Use a parameter to allow the specific DRG to be selected Perform aggregation on the server for efficiency List Providers sorted alphabetically Detail includes the Average Charges, Average LOS, Count of Procedures (CPTs) Make this an ad-hoc query available to anyone