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SharePoint and SSRS

SharePoint and SSRS. Better Together. Brian Caauwe – Senior SharePoint Consultant Megan Caauwe – BI Associate Consultant. April 14, 2012. Session Agenda. SSRS Basics SSRS SharePoint Integrated Architecture Development. Who are we?. Megan Caauwe Business Intelligence Consultant

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SharePoint and SSRS

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  1. SharePoint and SSRS Better Together Brian Caauwe – Senior SharePoint Consultant Megan Caauwe – BI Associate Consultant April 14, 2012

  2. Session Agenda SSRS Basics SSRS SharePoint Integrated Architecture Development

  3. Who are we? • Megan Caauwe • Business Intelligence Consultant • Email: mcaauwe@avtex.com • Twitter: @megmation • Brian Caauwe • SharePoint Consultant & Speaker • Email: bcaauwe@avtex.com • Twitter: @bcaauwe • Blog: http://blog.avtex.com/author/bcaauwe

  4. Minnesota SharePoint User Group • 2ndWednesday of the Month • 9:00 – 11:30 AM • SharePoint resources and links • Meeting Schedule • Past User Group Presentations • This Presentation • Next Meeting – 5/9 • TBD www.sharepointmn.com

  5. Quick Poll SharePoint Version • 2007 – WSS, MOSS • 2010 – SPF, Server, FAST SQL Version • 2005 • 2008 • 2008 R2 • 2012 Currently using Reporting Services • Native • Integrated Work Roles • SharePoint Administrator • SharePoint Developer • Business User • Other

  6. SSRS Basics

  7. Reporting Tables, Charts and Maps… OH MY

  8. SSRS Basics Create professional, standardized reports for the enterprise Web-based reporting portal Allow for a certain level of interactivity in the report • User-controlled Parameters • Expand/collapse rows and columns • Embedded hyperlinks • Interactive sorting Different visualizations • Table/Matrix (aka Tablix) • Chart, Data Bar, Sparkline • Gauge/Indicator • Map General Overview

  9. SSRS Basics SQL (On Premise, Azure) Data Warehouse Multidimensional database SharePoint Lists XML SAP Hyperion Oracle Teradata DB2 Generic (OLEDB, ODBC) Supported Data Sources

  10. SSRS Basics Export Options • Word, Excel, PDF, TIFF, HTML, XML, Data Feed Print Subscriptions • Data driven (Enterprise Only) • User-scheduled Parameters Self-Service Reporting End User Functions

  11. SSRS Basics Sample Report Portal

  12. DEMO – SSRS Native

  13. SSRS Integrated

  14. SSRS Integrated Better Together

  15. SSRS Integrated Shared navigation, look, and feel Extend report metadata using SharePoint document management model Manage deployment and approval through SharePoint workflows Shared permissions/authentication Deliver report subscriptions to a SharePoint library Embed reports in a site using a Report Viewer web part Access to extended Reporting Features • Specifically PerformancePoint and Power View Benefits

  16. SSRS Integrated Unsupported SSRS Features • Custom security extensions • Report Manager portal in browser • Linked Reports • My Reports / My Subscriptions • Batching Methods Requires SQL to be installed ON SharePoint Claims authentication “fun” Downfalls

  17. SSRS Integrated Same as Native EXCEPT Report Server Mode – SharePoint Integrated SSRS account needs rights to content databases Configuration – Report Server

  18. SSRS Integrated General Application Settings Configuration – Central Administration

  19. SSRS Integrated Reporting Services Integration • Report Server URL • Authentication Mode • Credentials • Features Configuration – Central Administration

  20. SSRS Integrated Site Collection Feature Content Types Web Part Configuration – Site Collection

  21. SSRS Integrated Sample Report Library

  22. DEMO – SSRS Integrated

  23. Architecture

  24. Architecture Slightly Confusing…

  25. Architecture SQL 2005 • Service Pack 2 • Only works with SharePoint 2007 SQL 2008 • RTM+ works with SharePoint 2007 • Service Pack 1 + CU #8 works with SharePoint 2010 • Needs 2008 R2 Add-In SQL 2008 R2 • Works with SharePoint 2007 & 2010 SQL 2012 • Works with SharePoint 2010 • Deployed as a Service Application Application Dependencies

  26. Architecture SQL installation ON SharePoint server • Same SharePoint product installation • Does NOT need to be on ALL farm servers Authentication • Windows Authentication • NTLM • Kerberos • SQL Authentication DNS for report server URL Architecture Dependencies

  27. Architecture SQL Enterprise (or SQL 2012 BI Edition) • Scaled out deployments • Data driven subscriptions • PowerPivot for SharePoint • Power View SharePoint Enterprise • Excel Services • PerformancePoint • Power View SQL Virtualization • License the host or individual virtual machine • http://download.microsoft.com/download/7/3/C/73CAD4E0-D0B5-4BE5-AB49-D5B886A5AE00/SQL_Server_2012_Licensing_Guide_Apr2012.pdf Licensing Dependencies

  28. Development

  29. Differences in SQL Versions

  30. Visual Studio vs. Report Builder Report Builder can be accessed from SharePoint • Launches from the server instead of needing a full install Report Builder is geared toward the Business Power-User • Microsoft Office Ribbon Bar for many settings • Many built-in wizards for quickly starting reports and adding different types of content Business Intelligence Development Studio is an expansion on Visual Studio which comes with SQL • Adds new project templates: SSAS, SSIS, SSRS, etc. Allows developers to leverage full Project/Solution management capabilities • Enables TFS integration • Allows grouping/nesting of related content: multiple reports in a project, multiple projects in a solution, etc.

  31. Other SharePoint Visualization Tools Dashboard tool with a very SharePoint-centric look and feel Capable of easydrill-throughinteractionswhen used incombinationwith a datacube PerformancePoint

  32. Other SharePoint Visualization Tools Build out tables and charts in a very familiar Microsoft Office interface Embed the resultsinto SharePoint forthe masses to see Excel Services

  33. Other SharePoint Visualization Tools Microsoft’s latest and greatest Self-service reporting tool (after a “little” setup and configuration, of course) Business-userdata analysistool whichdoesn’trequire SQLknowledge Power View

  34. DEMO – Development

  35. References Brian’s Blog: http://blog.avtex.com/author/bcaauwe Misc. Microsoft MSDN & TechNet • Licensing Guide: http://download.microsoft.com/download/7/3/C/73CAD4E0-D0B5-4BE5-AB49-D5B886A5AE00/SQL_Server_2012_Licensing_Guide_Apr2012.pdf • Features Supported by Reporting Services in SharePoint Integrated Mode: http://technet.microsoft.com/en-us/library/bb326290.aspx • Overview of Reporting Services and SharePoint Technology Integration: http://technet.microsoft.com/en-us/library/bb326358.aspx • Features Supported by the Editions of SQL Server: http://msdn.microsoft.com/en-us/library/cc645993.aspx • SSRS Native URL Access Parameters: http://msdn.microsoft.com/en-us/library/ms152835(v=sql.105).aspx

  36. Q & A

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