Installing Microsoft SSRS
To use custom reporting with FileHold, Microsoft SQL Server Reporting Services needs to be installed. This article is not intended to be an exhaustive guide but covers the basic elements. Refer to Microsoft documentation for more details.
A skilled IT systems administrator is needed to setup and manage SSRS. Similarly, a skilled report creator is 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.
Installing the Reporting Services
- Have the FileHold service account name and password.
- Reporting Services are installed along with SQL Server Standard or Enterprise editions. 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.
- You should not need to change the default settings.
- 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
- Open Reporting Services Configuration Manager.
- The settings were configured during the installation of Microsoft SQL Server. Review the Service Account, Web Service URL, Database, and Web Portal URL tabs and make any changes as needed for your environment. Make sure you configure an HTTPS connection as needed.
Testing the SQL Reporting Services server configuration
- On the Web Portal URL tab in Reporting Services Configuration Manager, click the URL.
- If everything is configured correctly, the SQL Server Reporting Services web page is displayed.
- Click Manage Folder.
- On the Security page, click Add group or user.
- Enter the FileHold service account name.
- Select the browser role and click OK.
- Add some reports. See this article for adding some sample reports.