Look Inside - ReportServer
Contents
1. 4 6 Script Data Sources 27 4 7 BIRT Report Data Source 2 2 2 2 G a e a a A a a A a G a 27 4 8 Mondrian Datasource 28 4 9 Data Source Bundle Siei RA A A AA 29 4 10 Configuration of a Standard Data Source a nn nn nn 29 5 File System 33 5 1 2 Configuration Files uso pops o Hr erregen 34 52s rR ling Ok Senpts 214 4 6 Slee ee et ni a at ta ale 34 5 3 Accessing Resources by URL aaa 34 Contents 6 Report Management 37 On SPundamentalss hu ses ed ech ee a ee ee hee 38 6 22 che Dynamicubist 2 2 2 aae geek Se A eh en IS Gh Sak OE Ge 40 6 3 Working with Parameters 22 2 2222 2 on a 44 6 4 JasperReports s lt 8 02 lt 2 2 aie bee ute ee he e a AS ES OES 56 6 5 Eclipse Birk ur 2 4 moto a an when OE ahs BO les Pen Sl ee en a 57 6 6 gt SAP Crystal Reports 22 02 ti Bee Died oss a See BU Sead 58 6 7 Saiku Mondrian Reports eel da Phas ita tk nk ok a ot Sak ta at 59 6 8 sIXUSREPORS Nee arnt tare fie See AS A A A A ait 60 6 99 Script Reports bee ey ee ea a oe Mo arten 61 6210 GriduEditomReports 8 2 taria a 2 2 Be We ea de eas Be dy ea Bee 64 6 11 Executing Reports via the URL 2 n nn 66 6 12 Report Metadata calido e Bal See a OER a a 69 6 13 Drill Down Reports 2 erie dee niio erie ae ae EE E E 70 7 Global Constants 73 8 User Variables 75 8 1 Defining User Variables 2 22 22 aa a a a a 75 8 2 AllocatingiUser Variables u 2 2 8 2 2 0 8 Boa en re 76 8 3 Using User Variables in Rep2. select File system ReportServer uses the File system in many different ways You will find here common configuration files or ReportServer scripts But you also can provide resources e g pictures for reports Datasources This section enables to manage database connections which may be used as a basis for reports Global constants Global constants may be used in reports to swap out configuration param eters so that they can be managed centrally Import The import module enables to import ReportServer objects that had been exported before Permission management The permission management defines the access permissions for the varying ReportServer modules functions Scheduler As compared to the Scheduler main module the Administration module provides insight into any scheduler job made by the users Now we are going to get acquainted with ReportServer in a quick resum We try to introduce important concepts and functions by presenting examples If you haven t done so you should now load the demo data For the upcoming introduction the demo content is not necessary See Section 1 on page 4 2 3 Creating a data source 2 3 Creating a data source The basic requirement for running reports is the configuration of a data source Data sources are organised hierarchically in a tree structure like many other objects The ReportServer trees are organised in a similar way as you may know from files and folders of common file systems The
3. settings which have to be rarely adapted This applies to login control settings or passwords to encrypt sensitive data etc persistence xml To be found in the directory WEB INF classes META INF it includes the con figuration of the database connection All further settings will be made within ReportServer ReportServer has an internal file system which you find in the administration module There in the spirit of UNIX systems you will find the configuration files in the folder etc For further information on the configuration of ReportServer please refer to the configuration manual 2 2 Login Use your web browser and open the ReportServer home page in order to log into ReportServer By default you will find it under the URL http SERVERNAME PORT reportserver If you are on the server where the program is installed the address is normally http 127 0 0 1 8080 reportserver In order to log into ReportServer for the first time it must be preconfigured so that users can log in with their user name and password this is the default setup A description of the various authentication procedures is given in the ReportServer configuration guide Now log in by entering the user name root and password root 2 First Steps After login you get to the Dashboard module The user interface is structured as follows At the top screen margin you will find the module bar Here you can switch between the different ReportServer modu
4. to assign to jondoe any and all rights for all objects To do so under Folk we select again the group Report management Keep the default settings for access type and inherit In addition we either set a tick at all rights individually or we use the Quick assign and select Full access If you now sign in as jondoe 11 2 First Steps you should be granted access to the complete Report section When you are logged in with the user name root and you wish to quickly change the user you may also use the SU switch user command You can do this by using the keyboard shortcut CTRL L In the dialogue box popping up select the user jondoe and click on Submit The users who may execute the SU command may also be controlled in the Permission management 2 7 Terminal and FileServer Now log off and log in again as the user root In the last part of the introduction we will get acquainted with two important Administration tools enabling to perform complex actions to Re portServer the Terminal and ReportServer Scripts The Terminal follows the familiar Unix terminal and uses various commands to enable the set up of a database connection to move objects or retrieve system information Open the Terminal by entering the keyboard shortcut CTRL ALT T A window opens showing a prompt Enter the command 1s and confirm with ENTER The 1s command shows the objects in the current folder All ReportServer trees e g Report management or User management are ac
5. ReportServer Administrators Guide I l datenwerke ReportServer Administrators Guide Thorsten J Krause Arno Mittelbach datenwerke 2015 http www datenwerke net http www reportserver net Copyright 2015 datenwerke Jan Albrecht All rights reserved This document is protected by copyright It may not be distributed or reproduced in whole or in part for any purpose without written permission of datenwerke The information included in this publication can be changed at any time without prior notice All rights reserved Contents Contents i 1 Preamble 3 2 First Steps 7 2 1 Configuration and installation s 22 22 oo Coon nn 7 DEDO EGOO echo Bed Be en eee en ee ee oe rn E re we ee are p eA 7 2 3 Creating axdataSOUrCe oo de bak es IA AAA AAA oS 9 2 4 Creating your First Report 2 y ak katk a k k dkk a k k dk k ea 9 2 5 Importing a Graphical Report nn 10 ZO Crea ing WES 2 ee 6 aa un ts hea Bae eds eas eal Baw gen Kir Baw ana 11 2 7 Terminal and FileServer 2222 2 oo onen 12 3 User and Permission Management 15 Ord REVSER Trees ye cia ee ae ae a aan ar re e 15 3 2 Permission Management 16 4 Data Sources 23 4 1 Relational Databases 2 a a a 23 4 2 Storage of Database Passwords 02000000058 24 4 3 The Internal Data Base omo coe Ma ewe AE Oe Me we ee ee SS 24 4 4 Datasouree Pool va iaa Re GP e ER Saw o Grad 25 Ar POON MSCS ar se Stash td end ee a In he ande ee eh e 25
6. ady been prepared for this The following statement selects all data records from the table SELECT FROM T_AGG_CUSTOMER 2 First Steps Apply the data and open the report by double clicking on the object in the tree Now the screen that opens should show the report execution area This section is detailed in the ReportServer user manual To get a quick overview of the 1 to 87 customers select from Select columns all available columns and then on the left select Preview from the aspects The first 50 data records should now display If you wish to export the complete list for instance to an Excel file select the button Excel export from the tool bar Then close the report by clicking on the button x on the right hand side above the tool bar to return to the Administration section Alternatively select the Administration module from the module bar 2 5 Importing a Graphical Report In the next step we want to import a graphical report from the ReportServer sample projects Within your ReportServer installation you should find a folder called pkg Within there should be a file called demobuilder xx zip where xx denotes your ReportServer version Copy that file to a temporary directory and there unzip the file You should find a tmp directory containing various files of the type export _ zip Now select the section Import in the Administration module and then click on the Start import button Select the file export_bi
7. cessible from the Terminal and are integrated as virtual file systems In the following we describe how to create a simple ReportServer script which goes into the internal File System a sub module of the administration module The File System can be accessed via the Administration module or via the Terminal Now enter the command cd fileserver to change the working directory to the root folder of the file system The terminal supports the auto completion function to enable quicker navigation within the Terminal You can activate it by pressing the tab key If you want to make sure which folder you are currently in you can use the pwd command To verify whether the bin directory exists in FileServer use the Is command If it fails to exist create it by entering the mkdir bin command With cd bin switch to the newly created directory Now we will create our first ReportServer script In ReportServer scripts have manifold tasks and are written in the programming language Groovy http groovy codehaus org For working with ReportServer scripts are not necessarily required however you can use them to accomplish many special tasks such as integrating complex data sources or importing of reports from third party systems and small enhancements In this manual we will time and again meet with scripts You will find a detailed introduction in the ReportServer scripting guide Now create the script hello rs by entering the command createTextFile hel
8. data ReportServer Demo Content The demo data used in this book are part of the standard delivery scope of ReportServer and can be automatically loaded when starting the system Additionally we provide a demo content package that preconfigures ReportServer for a fictitious company called 1 to 87 This includes setting up various users including permissions TeamSpaces where these users have access and can collaborate as well as a number of demo reports Loading the demo warehouse ReportServer comes with the option to install a demo database which is the base for the demo report shipped with ReportServer The demo data will be installed in an internal database we will later see the significance of this internal database To load the demo data on startup change the configuration file etc datasources internaldb cf to include the tag lt installdemodata gt true lt installdemodata gt You will find this configuration file if you log into ReportServer as root go to the administration module For this choose Administration from the module bar at the top of the screen and then choose File Server from the aspects on the left Navigate to file etc datasources internaldb cf in the tree To change the file choose the tab edit on the bottom A sample configuration could for example look like lt configuration gt lt internaldb gt lt location gt dbtmp lt location gt lt encryption gt lt disable gt false lt disable gt lt password g
9. der number and click on Preview The report will run for exactly this invoice number When you return to the Administration section and select the sales invoice report you can view the application of this parameter Beside the general report settings you may switch to other aspects by clicking on the tabs at the bottom margin Select Parameter management The report shows the parameter Order Number If you double click on the icon of the parameter a dialogue box opens showing the parameter settings Close the dialogue by clicking on the Cancel button 10 2 6 Creating users 2 6 Creating users In the following we will create the Report Management user group as well as the jondoe user So far you have been working under the user root You should use this account only in an emergency case as the user root operates completely isolated from the management of permissions It is reasonable to set up user accounts in such a way that the users will always be granted only those permissions they actually need for their work In the Administration section now switch to User management Like reports users will be managed in ReportServer in a hierarchic structure This enables to easily map for instance company hierarchies and to create users with similar or equal permissions in a common folder or as we call them organisational unit Beside hierarchic structuring you can additionally organise users by means of groups We will get back to the various st
10. e installation of the demo content will remove any existing content To install the example data use the following command pkg install d lt packagename gt where packagename denotes the name of the package as returned by the pkg list command Note that you don t actually have to type the whole name but can only enter the first few characters and press the tab key to have ReportServer autocomplete the filename for you After you issued the pkg install command ReportServer unzips and installs the example data This might take a minute or two but after a while you will be presented with the ok confirmation If you reload your browser you can now use the example data Chapter 2 First Steps This section will provide you with a first impression of how an administrator will work with Report Server On the basis of the demo data provided we will guide you step by step through the various sections of the Administration interface We will use examples to explain the basic concepts that you will meet throughout ReportServer 2 1 Configuration and installation You will find a detailed description in the configuration and installation instructions in the freely avallable ReportServer configuration guide As we will frequently refer to configuration files and options we list below the most important locations where to configure ReportServer reportserver properties To be found in the directory WEB INF classes it includes basic config uration
11. e system of ReportServer By default this is the dbtemp directory relative to the ReportServer directory See the configuration guide on information on how to change this location Apply the chosen settings and run a test whether the connection can be established Test connec tion button in the tool bar Be aware to only test the connection after saving your changes 2 4 Creating your First Report In the following we will create a first basic report To do so switch to the section Report manage ment in the Administration module Here you see that reports are managed in a tree structure as well As you did before create a new folder with the name demo reports The provided demo data represents a small datamart for the fictitious model making manufacturer 1 to 87 You will find the corresponding database scheme in the appendix First we want to create a customer list For this purpose the reporting type dynamic list is suitable Below the demo reports folder insert a report of type dynamic list Rename the report to customer list and select the data source click on the magnifying glass demo data that you have just created The configuration displayed varies with the data source selected Relational databases require the setting of the appropriate SQL statement We want to create a list showing any and all information about the customers of the company 1 to 87 In the demo data the T_AGG_CUSTOMER table has alre
12. hboards and Dadgets 111 Ai Staic Hal Mik Dadgetss 8 0 2 4 2 Cast de kiss Oke Cat Pha bi 112 14 2 Embedding Dashboards s saseda radarada kadar eda adah 114 SFTP Server 117 Maintenance 119 16 1 Testing User Specific Settings su 2 2 nn 119 16 2 Logging e pe os oe Be See A RA AK eB AK Ae A 119 16 3 Recovering of Objects oaoa oaa a a 120 Expression Language 123 Demo Data 127 Chapter 1 Preamble Business Intelligence Business Intelligence Bl describes the ability to jointly analyze all of a company s data distilling relevant information to be used to foster better business decisions The foundation of any Bl solution is the careful preprocessing of existing data for example in a data warehouse ReportServer acts as the gateway between end users and the collected data allowing users to efficiently access and analyze the available data From camera ready evaluations to fine grained ad hoc reporting ReportServer provides you with the tools to support your daily work Target Audience This document is designed for future administrators of ReportServer Administrators are the persons who are entrusted with the daily operation of the reporting platform Operation means for example to create and manage users and user permissions to organize reports as well as to monitor the complete system Separate manuals and instructions illustrate the various aspects of ReportServer You can purchase the various guides from http www
13. hierarchic structure enables you to retain the overview even when dealing with a large number of objects In addition the hierarchic structure enables to map even the most complicated access rules in a compact and comprehensible manner You will work with ReportServer trees just in the same way as you are used to from other pro grammes You will create new objects by using the context menu right clicking an object and with drag and drop you can move objects Now select the Data sources section within the Ad ministration module Below the Root folder the folder internal data sources should already be located Beside the existing folder create another one Right click on Data source Root gt Insert gt Folder Now select the newly created folder unnamed In the right part of the window you can edit the properties of the currently selected object Rename the folder to Demo data and click on the Apply button Now we will configure a data source which enables to access the internal demo data Below the newly created folder create then the data source type relational database Enter Demo data as the name for the new database connection Select H2 as database type User name and password are demo Enter the following JDBC connection URL jdbc h2 dbtemp rsdemodb The dbtemp path refers to the directory of the internal database as defined in configuration file etc datasources internaldb cf in the internal fil
14. les At the right hand side you will find the option to log off from the system as well as your user profile click on your name and global search For further information on your profile and ReportServer s search functionality please refer to the ReportServer user guide As root you have access to the following modules Dashboard The dashboard enables the user to get important information at a glance For further information please refer to the ReportServer user guide as well as to the Dashboard section TeamSpace The TeamSpace module enables users or user groups to organize their individual work areas The users may attend to nearly all of their settings themselves For further information on TeamSpace please refer to ReportServer user guide Scheduler The Scheduler module lists all scheduled reports For further information on the Sched uler module please refer to section Scheduling of reports as well as to the ReportServer user guide Administration The administration module provides access to a collection of various sub modules used by administrators The administration module is split into the following sub modules User management Here users and user groups may be maintained Report management Enables to manage report objects Dadget library Dadgets abbreviation for Dashboard Gadget are used by the users to as semble their dashboard In the Dadget library administrators can provide pre assembled dadgets which the users may simply
15. lo rs A text editor opens Enter the following line Hello ReportServer Admin Be sure to enter the quotation marks Click on Submit to save the script To edit the file use the command editTextFile hello rs You can run the script with the command exec hello rs You should see the line Hello ReportServer Admin reportserver on the terminal With this we would like to finish our quick ReportServer resum Up to this point we have only en 12 2 7 Terminal and FileServer countered a fractional part of the ReportServer options In the sections to come we will specifically outline individual ReportServer sections and discuss them in detail 13
16. orts 2 2222 2 2 on m nnn 76 9 Import and Export 79 Orb EXPOMING 3 BAe ee Me ee es ee es ee ga te o el El 79 9 22 1MPOREING er 20 ch Sach ak ekg hac AS Bie ag be Beets Tac hice ee Oe as A 79 10 Scheduling of Reports 83 10 1 Technical Backgrounds to Scheduler Jobs 0202020 0 0 0 2 83 10 2 Filtering by the Status ofa Job 2 2 Lo rn nn 84 10 3 Notifications o ooa a a 84 10A Conditional Scheduling estra ia ne ne ne ner 84 10 5 Enhanced Scheduling 2 2 2 2 eo ered ae ai daea d ae ani aa e a 85 11 Terminal 87 11 1 Using the Terminal qi cenre oo 87 11 2 The Virtual File System 2 ea e Da Eun E E a E EA E E a E E 88 ILS ASSIN F ANSES deea e th a id a a ed dada s 90 TLA SO E er er e ee re ce E E EA 91 12 ReportServer Scripting 93 1231 Ar first ellos World sr et es ea a a lea a a 94 12 9 How to Handle Errors 2 a eaaa 8 re a See a ed EAS 94 12 3 Cancelling Scripts Lo Lo 95 12 4 Administrative Scripts ea a oo on 95 12 5 Changing the Data Model e o se ceros era sdra ia ra nira ia ra wa 98 12 6 Monitoring Script Executions on nn 98 12 7 Starting Scripts in the Server Thread 2 2 2222 2 nn nn nn 99 12 8 Enhancing ReportServer with Scripts 2 222222 oo oo nn nn nn 100 Contents 13 14 15 16 12 9 Scheduling of Scripts 2 2 u 2 2 a u au aa a a a nu an na nun 101 12 1 0Acesssing Scripts by URL us waa honed wae Sone ed aaa Seana oe 101 Terminal Commands 103 Das
17. reportserver net ReportServer Configuration Guide Describes the installation of ReportServer as well as the basic configuration options The configuration guide is freely available ReportServer User Guide The user guide describes ReportServer from the point of view of the ul timate user It includes an in depth coverage of dynamic lists ReportServer s adhoc reporting solution execution of reports scheduling of reports and much more ReportServer Administrator Guide The administrator guide describes ReportServer from the point of view of administrators that are tasked with maintaining the daily operation of the reporting platform including the development of reports managing users and permissions monitoring the system state and much more ReportServer Scripting Guide The ReportServer scripting guide covers the scripting capabilities of ReportServer which can be used for building complex reports as well as for extending the functionality of ReportServer or performing critical maintenance tasks It extends the introduction to these topics given in the administrator guide 1 Preamble In addition to the available manuals we regularly publish tutorials and best practices on our blog http blog datenwerke net System State We proceed on the assumption that the basic configuration has been completed as de scribed in the installation and configuration instructions All examples given in this book are based on the available demo
18. rt_sample_reports zip and click on Submit In the left part of the screen the sections Datasources User management and Report management should display This indicates that objects from these sections were exported to the export file Click on Report management and select the folder demo reports as the import target At the bottom click on the objects tab and select the sales invoice report Now switch to Datasources and choose the demo data data source that you created as default data source For the import it will be entered in the report as data source Then at the top right click on Finalize import and answer the question whether you want to reset the configuration with Yes Now select Cancel job from the tool bar to show ReportServer that no other objects are to be imported from this file Switch back to Report management and open the Demo reports folder You might need to reload the tree to see the freshly imported report For this click the reload button in the tree s toolbar The imported report sales invoice should be located here Open the report to ensure that the correct data connection has been set If you run the report you will first be directed to the parameters page of the report Parameters enable the user to limit the data basis in particular for graphical reports such as JasperReports or Eclipse BIRT reports according to its needs However parameters can be applied for all reports For instance enter 10167 as invoice number or
19. ructuring options in more detail in later sections First create the organisational unit IT and then the user Jon Doe in a sub folder with jondoe as user name and password Jon Doe shall be given the permissions to create and manage reports Here it is recommendable to create a group which will be granted the respective permissions and to add jondoe to this group To do this create the organisational unit roles below the root directory as well as the group Report management Add the user Jon Doe to the group either by using the corresponding button or directly by Drag and Drop from the user tree drag the user to the respective member list Don t forget to save your changes by clicking on Apply jondoe needs the following permissions to manage reports He must be able to access ReportServer and to use the Administration module there however only the Report management Within Report management we would like to allocate all rights to him First switch to module Permission management in the Administration section Various subsections will now display Now select the subsection Administration In ReportServer permissions are granted based on the ACL security model for more information on ACLs please refer to the section on user management or to http de wikipedia org wiki Access_Control_List Click on Insert to create a further permission entry The entry will be added to the list To edit the entry double click on it From the mask in column Folk
20. t SecretPassphrase lt password gt lt encryption gt lt installdemodata gt true lt installdemodata gt lt internaldb gt lt configuration gt Note that this change will only take effect after a restart of ReportServer Loading the demo content To install the demo content log into ReportServer as root After logging in press CTRL ALT T to open the terminal The terminal is powerful tool to administer ReportServer We will see various use cases for it throughout this manual Type pkg list and confirm the command by pressing enter You should see Look at the next section First Steps for an introduction to ReportServer and a guide to logging in the user interface and the various interfaces baseconfig RS2 1 1 5517 2013 11 06 18 02 40 zip demobuilder RS2 1 1 5517 2013 11 06 18 02 40 zip reportserver The example content is supplied as a ReportServer package which is basically a groovy script with some additional files The pkg list terminal command lists all the available packages In the example above there were to packages The baseconfig package is automatically installed whenever you conduct a fresh install of ReportServer It installs the default configuration files in the etc directory of ReportServer s internal file server The demobuilder package contains the example data we are going to install The precise filename may differ from the one pictured here depending on your ReportServer version Warning th
21. the receiver of rights select the group Report management and allocate reading rights r To grant jondoe ReportServer access go to the subsection ReportServer Access and create an ACE an access control entry a permission entry that grants jondoe or the group Report management the execute x right Now when you log off and log on as jondoe you will see that he will be allowed to see the Administration section however he will have no further access rights Therefore log in again with root and return to Permission management Select subsection Report management and here as well add an access right by granting the group Report management reading access Now Jon Doe is granted the rights to use the Administration module and there the Report management sub module However he is lacking any rights with regard to single report objects In ReportServer access rights can be granted fine tuned down to the level of single objects As jondoe is to account for the report management we will assign him the rights so that he may access all report objects To do this go to Report management and select the root node Switch to the permissions view of the root object by clicking on the tab below the expanded view Add a further permission entry and double click on the newly created entry The dialogue is identical to the already known permission dialogue box except for the option inherit The option inherit controls the use of permission entries in trees We wish
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