I am using SSRS 2008 R2 and Report Builder 3.0. I set up a shared data source via the browser (http://myserver/reports/) wherein the "credentials are stored securely in the report server" to use with multiple reports. Testing the connection via the browser works.
Now, I fire up Report Builder 3.0. I start a new report and "Add Data Source". I select the "Use a shared connection", browse to the server, and select the above data source. Click "Test Connection" and all is well.
I then try to "Add Dataset". In the dialog, I select "Use a dataset embedded in my report", I select my data source added above, type in the SQL string and click OK. The "Enter Data Source Credentials" appears. No matter what permutation of valid domain (like the domain admin account and others) or SQL Server (like the 'sa' account) credentials plus checkboxes I use, I get an "Unable to connect to data source".
Security settings on the shared data source allow BUILTIN\administrators and domain\administrator all roles. The data source does work, as some legacy migrated reports run fine. Report Builder says the data source connects okay. But, I cannot create new reports, nor modify existing ones.
Any suggestions?
After much gnashing and wailing seems like Report Builder uses information in definitions in Report Server to then run queries locally by itself, and not through Reporting Services.
My mistaken belief was that when I did something like Refresh Fields when setting up a Dataset, Report Builder was going through Report Services to get the relevant output and/or metadata. This seems to not be the case.
I had defined the connection string of the shared data source as Data Source=(local);Initial Catalog=<database name>. Now, this works when you are in Reporting Services' browser interface, but Report Builder seems to read the connection string and use it for itself. Reporting Services on my local development machine does not have any of the setup on the target server running these reports, so anything I would use will fail.
Changing the connection string to Data Source=<server name>;Initial Catalog=<database name>, instead of localhost, allowed Report Builder to work properly. (RB still popped up "Enter Data Source Credentials". I used my Windows credentials, which is a valid login on the target server.)
To accomplish what you are attempting, it sounds like you will need to use windows integrated security.
According to MSDN stored credentials are not passed to client applications. They are for use only by the report server for things like scheduled reports.
http://msdn.microsoft.com/en-us/library/ms159736.aspx
I can tell you that the prompt "Enter Data Source Credentials" is looking for SQL authentication, not domain accounts.
Outstanding question and answer. I really appreciate your careful description. I had the same problem. In my case the problem was that I was accessing Report Builder from a machine connected to my home office by VPN. I guess because I was outside of the Windows network of the home office, RB couldn't authenticate me. Working with a Remote Desktop connected to a machine at the office allowed me to side-step the problem. Your and #RichShealer's answers reminded me that when running the reports from the browser, they're being served up by an inside server machine. This is not the case when running RB, a desktop app.
Related
I've created a custom Reporting Services report from within Visual Studio that is intended to use automatic prefiltering as described here.
So, I've created my query as follows:
select fullname, createdbyname, createdon
from FilteredContact as CRMAF_FilteredContact
order by createdon desc
However, once I add a new Report in CRM based on the report's .rdl file (as described under "Deploying the Report" here) it adds the report fine, but two things happen:
1) The shared data source for this report is initally invalid, both CRM and SSRS refuse to render it with the error:
"The report server cannot process the report or shared dataset. The shared data source 'MyOrg_MSCRM' for the report server or SharePoint site is not valid. Browse to the server or site and select a shared data source. (rsInvalidDataSourceReference)"
I have to manually set the DataSource from within SSRS to /MyOrg_MSCRM/CustomReports/MSCRM_DataSource to get it to work.
2) The report doesn't appear under "Run on Selected records" but under "Run on All Records", and doesn't perform any prefiltering.
Also, when I download the .rdl from SSRS it hasn't modified it, neither adding an extra parameter or changing the SQL query. as I would have expected based on this information.
What could I be doing wrong?
I'm using MS CRM 2016 update 1 (v8.1.0.359) on premise, with SQL Server 2014 Reporting Services and the SRS Data Connector installed on the same machine.
Apparently, you can use a shared data source reference, but you have to name it MSCRM_DataSource, just as the Data Source that MSCRM uses for its reports.
If you upload a Report in MSCRM like this, MSCRM recognizes this and automatically updates the data source to the valid /MyOrg_MSCRM/CustomReports/MSCRM_DataSource datasource, and also adds the prefiltering modifications.
You've created a Shared Data Source that you are using for multiple reports. When uploading reports through CRM this is not supported. Each report must have its own connection details embedded in the report.
I think the reason for this is, as you are trying to do, the report gets modified to add hidden CRM parameters and to alter the queries so that pre-filtering can take place.
To fix this, you have to modify each report and enter the Connection Details directly into the report rather than using a Shared Connection. Its a little annoying but should give you the results you are expecting to see
I'm trying to deploy a report from SpagoBIStudio 5.2.0 on a SpagoBI Server v5.1.0.
The report works perfectly in SpagoBIStudio (locally in my computer), and I successfully created the data source and the data sets using the web interface of SpagoBI Server.
Nevertheless when I click on the "Deploy" option of my ".rptdesign" file, I see the following dialog and the "Finish" button is always disabled.
For some reason I can select the correct Datasource but the Dataset dropdown list is empty and disabled. I guess this could be the problem.
The data source is a JDBC-Hive connection to Cosmos and the Datasets are defined as HQL queries in both Studio and Server.
Does anybody know why the datasets aren't listed in the deploy document wizard of SpagoBIStudio?
Thanks in advance.
you cannot finish the deploy not because of dataset but because you did not select any functionality on the tree on the right.
You don't have any functionality on server where to store your document, so you should go to server with and administrator user role,
then with the menu on the right, on the profile section, select the "functionalities management" menu and create a folder that is child of the root. Give it the permissions you need
After this operation try again the deploy and you should be able to select one funcitonality and so have finish button enabled
greetings
the dataset selection is disabled because a Birt Report is not linked to dataset that way.
There are two ways of using datasets in Birt:
- Birt embedded datasets, that can be of several types provided by Birt (SpagoBI has no role with that)
- SpagoBIServer type dataset; these are linked to SpagoBIDataset by providing label, but this association is written inside template, during template definition.
Hope this fix your problem, I would suggest you also to take a look at SpagoBI wiki page for further informations
greetings
Giulio
You don't have to select the dataset. Your finish button is not enabled because you haven't select the path from the functionalities tab. After selecting it will be enabled and your report will be deployed. After deployment you need to create Analytical drivers for the parameters through which your report will run.
NOTE: You must have a Active server configured under resources under SpagoBI project folder.
My error is below:
The report server cannot process the report or shared dataset.
The shared data source 'XXX' for the report server or SharePoint site is not valid.
Browse to the server or site and select a shared data source. (rsInvalidDataSourceReference)
Right. I've checked all 3 data sources and they connect fine. I've deleted the report and data sources and deployed them again but still the error. I've used Notepad++ to check for the reference XXX in any of the files and still nothing.
These options are both checked.
Always run this report with the most recent data
Do not cache temporary copies of this report
Under Snapshot Options > Allow report history to be created manually I get a warning of Credentials used to run this report are not stored. Could this be a reason?
My data sources are setup like:
I have read other similar posts but no luck.
Thanks
A restart of report server resolved this particular issue for some annoyingly odd reason
Go to your Datasets and check the Data Source being used if it's pointing to the correct data source
When a user tries to subscribe to a report created via ReportBuilder they receive the following error: "Subscriptions cannot be created because the credentials used to run the report are not stored, or if a linked report, the link is no longer valid."
As far as I can tell the credentials ARE being stored, but report server seems to be ignoring them. We are able to subscribe to non-ReportBuilder reports using the same data source just fine.
We have been trying to track down the problem for several weeks now and haven't gotten anywhere. Any help would be greatly appreciated.
The report uses a shared data source on its model. This is the only model defined on the server:
The model uses the following data source defined on the server (this is the same data source that other reports use, and it's the only data source stored on the server.):
The Data Source is set to store the credentials on the report server (you can see the results of testing the connection at the bottom of the screenshot):
You cannot subscribe to a Report Builder report that uses a model as a data source if the model contains model item security settings. Could this be the cause of your issue?
i have a hyperlink in one of the columns (in tablix) in an ssrs report which points to some server where a dump of documents reside..the hyperlink is appended with a doc_id which helps locate that doc and to invoke it from that server..now this works fine if the ssrs report runs with the current windows logged in user and when the same logged in user is also set up beforehand on that document server where the ssrs hyperlink points to..and this was in dev env..
going ahead in a controlled env, there would only be one system a/c which will be set up on that doc server and regardless of who the logged in windows user is who runs the report; access to the docs on that doc server will only be given to that sys a/c..so i passed this same sys a/c (which is set up on that doc server) in the data source in report mgr --> credentials stored securely in report server..and thought that these credentials will be
picked while navigating to that doc server and the doc would be opened..but this doesn't seem to happen and it doesn't invoke the document...says invalid credentials..so i think it's picking my logged in credentials here and not the ones of the sys a/c that i entered in data source...(pls note here, the doc server url doesn't contain the report server / report manager url components..it's a different url and is used to only open the doc..so i don't think i can pass user credentials to that url like &dsu:Datasourcename=username&dsp:Datasourcename=password..may be i am wrong and i can pass? but don't think that's secure even if it's an option?)
alternatively, i thought this could be achieved by changing the execution account to this system a/c, under reporting services config mgr..but then we only have ssrs client tools installed..so can't change server settings..and just for this one requirement, nobody would accept my request to change the execution account...also don't know if changing exec account is even a solution for this?
i hope the question is clear..please give some work arounds..i'm stumped and not getting required help anywhere..
note: as another work around, i asked if a group can be set up on that doc server..and when all the users accessing the report are added to the group, they can open the doc after navigating from ssrs report...but the idea giving access to a group was rejected...they can only give access to this sys a/c...