Category Archives: SharePoint

***Update October 2014: Microsoft has put greater emphasis on Power BI and SharePoint online in the past year, and the future of on-premises SharePoint SSRS is uncertain. Microsoft may instead find a way to connect Power BI to native mode SSRS. At this time,  I’d caution teams with an eye to future Microsoft BI against undertaking a migration from native mode  to on-premises SharePoint online. This is just my opinion, not the opinion of Microsoft or my employer, but a project of this magnitude must be very carefully planned and risks weighed against the benefits.***

Huzzah, the reports are in SharePoint! Time to take a bow and exit stage left, right?

Not so fast! Have you tested them properly? Are your subscriptions configured in their new home? And what about the users – how do you get them rolling with SSRS in SharePoint? Read on to find out!

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At long last, it’s time to get your reports in SharePoint! Here comes the manual labor, otherwise known as the “I know I won’t be short on stuff to do today” section.

Here’s an overview of the main migration steps:

1. Create the necessary shared data sources for the report on the SharePoint site reports library
   1. If you’re using ODBC connections, don’t forget to set up the DSN’s on your SharePoint servers!
2. Open a copy of the existing report in Report Builder or SSDT
3. Edit the report data source(s) to point to the applicable SharePoint data source
4. Save the report to the SharePoint reports library
5. Edit the report’s properties and apply the correct Report Category and any other metadata being tracked

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By this point in the process, you should have a sense from Part 2 of what your native mode instance has in terms of reports, subscriptions, and data sources. Now it’s time to get your hands dirty and configure some servers! I’ll point you to some good references to get you started, then review what we learned about configuring a reports library that you won’t find on TechNet.

Instance Installation & Configuration References
Configuring a Reports Library
Configuring the Default View
Library Security
Gotchas

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Once you’ve made the decision to migrate from native mode to integrated mode, you need ways to assess what you’re up against. You need to know the current state of your native mode instance, and what that means for your migration, mainly:

• What reports are actually being used?
• How many email and file drop subscriptions are actively running?
• What data sources are needed to support the reports?

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***Update October 2014: Microsoft has put greater emphasis on Power BI and SharePoint online in the past year, and the future of on-premises SharePoint SSRS is uncertain. Microsoft may instead find a way to connect Power BI to native mode SSRS. At this time,  I’d caution teams with an eye to future Microsoft BI against undertaking a migration from native mode  to on-premises SharePoint online. This is just my opinion, not the opinion of Microsoft or my employer, but a project of this magnitude must be very carefully planned and risks weighed against the benefits.***

As someone who has worked with SQL Server Reporting Services for a number of years, the bulk of my experience is with “native mode” installations. Reports are accessed via Report Manager or custom developed .NET UI’s, and SSRS is a free-standing entity administered by someone in a DBA and/or BI role. However, if you wish to get access to the newest and best BI goodies from Microsoft, SSRS running in SharePoint Integrated mode is the direction you must go. The goal of this blog series is to share the lessons and techniques I’ve learned over the past months of migrating reports from a native mode to an integrated mode environment.

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