If you are planning to use custom reporting with FileHold, you will want to make sure you have Microsoft SQL Server Reporting Services install. This is not intended to be an exhaustive guide, but covers the basic elements needed to get install. Refer to Microsoft documentation for more details. Note that there are older a newer screen shots used, but the installation is largely the same for all versions.
A skilled IT systems administrator will be needed to setup and manage SSRS. Similarly, a skilled report creator will be needed to create the reports. The FileHold professional services team is available to provide these services as needed. FileCare does not include support for working with SSRS. FileHold does not publish complete documentation with details of the database structure, but sample reports and knowledge base articles do provide typically needed information. This document provides a basic example of how to configure SSRS. It is provided for informational purposes only. You will need to be familiar with SQL Server, SSRS, IIS, and the principles of Windows Authentication to setup reporting. The implementation method described is only one of many ways to work with SSRS.
Information You Will Need
Before you begin, make sure you have the following information available as it is necessary to complete the instructions.
- FileHold service account name and password. This was created during your preparation for installing FileHold.
Installing the Reporting Services
- Reporting Services are installed along with SQL Server. If for some reason SQL Reporting Services is not installed on your SQL Server you can always run the SQL Server installation program again and select to install additional components. Once complete, SSRS will be configured automatically, but some additional setup will be required.
- Internet information service (IIS) is NOT necessary for the most recent versions of SSRS.
- After installation, open the SQL Server folder in All Programs, then select the Configuration Tools folder under it, locate the Reporting Services Configuration Manager application and run it.
- You should not need to change the default settings, just go to the tab Web Service URL and make a note of the URL of the Report Server's Web Service. You will need to specify this URL in deploying new reports.
- Once you setup the Reporting Services administration site, confirm that you can login and use the site. You can now proceed with and work through the rest of the guide. If you cannot get SSRS or the administration site working correctly contact your Microsoft support team. FileHold does not provide support services for SQL server.
- SSRS can consume a significant amount of resources. Consider installing this on a server that is not your main database server.
Configuration of SQL Reporting Services
Start reporting services configuration. A menu option should have been added to the Windows menu during the SQL Reporting Services installation. Enter your server details and press Connect.
When you have properly connected to the Reporting Services Configuration Manager, you will see the following screen.
Choose an appropriate service account for your environment.
For the web service URL, accept the defaults or choose appropriate values for your environment. You will need to remember these settings for later in the installation process if the SQL Reporting Service is installed on a different machine than the FileHold application server. Make sure you configure an HTTPS connection if you are operating in a production environment.
You will now need to point to the report server database. Click Change Database to proceed. This does not need to be the same database server used for FileHold.
This is the database used for reporting services information. Create a new one or use an existing one as appropriate for your environment.
Use the FileHold service account for authentication or another account as appropriate for your environment.
When you have finished configuring the database the screen should reflect your changes.
Testing the SQL Report Server Configuration
The basic configuration should now be complete. You can test that the report server is working correctly by clicking the URL on this screen.
If everything is configured correctly, you should see the standard reporting screen. Click on the Folder Settings button to configure security for the root folder.
From the security page, click on New Role Assignment or Add group or user.
Enter the FileHold service account name (fh_service in the example), select the browser role, and click OK.