Report Manager is a web-based report access and management tool that is included with Microsoft® SQL Server™ Reporting Services. The integration with IFS requires configuration of Report Manager which is described below. Only users connected to the Content Manager role and System Administrator permissions can perform the actions described in this page.
The My Reports feature allocates personal storage in the report server database so that users can save reports which they own in a private folder. The feature is deactivated by default and must be activated by a report server administrator. The role definition used for My Reports determines what actions are supported in the My Reports workspace.
Open SQL Management Server Studio and connect to your report server. Right-click on the root (report server name) and select properties.
Select Enable a My Reports folder to each user and apply My Reports role to the folder.
The My Reports folder will now appear in the reporting server for all users provided that they are attached to the role My Reports.
The integration to IFS requires two new folders to be created.
The two folders are Dashboards and Published Reports. The role assignments for the newly created folders will be inherited from the parent level which implies that Report Publishers will be connected to the Publisher, Browser and Report Builder roles and Report Viewers will be connected to the Browser role.
However the role assignment for Report Viewers should be changed from Browser to Viewer. The reason for this is the Report Viewers should access Published Reports and Dashboards from IFS Applications and not from Report Manager.
You also need to create a new folder for data sources. The Data Source folder will contain links to data sources that can be used by all users when creating reports.
| Folder name | Description |
|---|---|
| Dashboards | Dashboards integrated with IFS Applications |
| Published Reports | Published Reports integrated with IFS Applications |
| Data Sources | Shared data sources |
Create all folders in the table above.
Note: The BI integration to work properly it is important that the names of exact folder names are Dashboards and Published Reports
Open Reporting Services Configuration Manager and check:
This is the URL that you will use in Report Builder to connect to the report server.
This is the URL that you should use to access the Home directory on the Report Server
Open Report Builder and click Options to change or add a default report server. The path should be the same as the Report Server Web Services URL (see above).