Manitou Core - Advanced Report Writer Install Checklist

NOTE: Tern.dll needs to be in the Manitou Directory for the reports to run.

Pre-Install Checklist

  • Is SQL Server Reporting Services installed? If not you will need to run the SQL installer and add that specific feature

  • Are the most recent update files downloaded?

  • Does a MSSQL user exist? If not, add the user.

    • Run lusrmgr.msc from a run dialog

    • Open Users

    • Right Click within the window and select new user

    • Add the user with a complex password, select create, and record in the Bold Support Portal.

    • Right click on the new user that was added, and select properties.

    • Under the Member Of Tab, add the Administrators Group.

  • Is the Report Server currently running

  • Open Reporting Services Configuration Manager from the Start menu

  • Login to the reporting services database

  • The Current Report Server should show a status of Started.

  • Download the rdlprep.zip file to the desktop and extract.

  • This can be found on Installation Media under Advanced Report Writer (\\fileserver02\Supporting_Media\Advanced Report Writer)

This can also be found on FileServer02 in custom_reports in Release ? Manitou (\\fileserver02\Release\Manitou\Custom_Reports\Newest RDLPrep)

SQL Reporting Setup

  • Specify MSSQL as the Execution account for SSRS (SQL Server Reporting Services)

    • Open the Reporting Services configuration (found in the start menu under SQL configuration tools)

    • Select the Execution Account tab on the left

    • Check the 'Specify an execution account' checkbox

    • Enter the username with domain and password for MSSQL (or alternate SQL administrative windows user)

    • Select Apply

    • There should now be a message under results that states the unattended execution account has been set.

  • Verify you can access the Web Service URL

    • From the Reporting Services Configuration Manager click on the Web Service URL Tab on the left

    • Under the Report Server Web Service URLs section, select the ReportServer URL

    • There should now be a page that states Microsoft SQL Server Reporting Services and its corresponding version

    • If the page does not display, verify the Web Service Site identification settings and try again.

  • Configure the Report Site Security Settings to allow for connection.

    • from the Reporting Services Configuration Manager click on the Web Portal URL Tab on the left

    • In the Report Manager Site Identification, select the URL that ends with /Reports

    • You should have a webpage open that shows the Home directory of SQL Server Reporting Services

    • In the top right corner of the web page, select Site Settings

    • Select the Security Tab located on the left

    • Click Edit next to the user that already exists (should be BUILTIN\Administrators)

    • Verify all Roles are checked and select Apply. (administrator and user)

    • Now select "Add group or user"

    • Specify the MSSQL user for the user name and check all roles (administrator and user) and select OK.

    • Click on SQL Server Reporting Services at the top left corner to return to the Home directory.

    • Select "Manage folder" located next to New and Upload.

    • Click Edit next to the user that already exists (should be BUILTIN\Administrators)

    • Verify all Roles are checked and select Apply. (Browser, Content Manager, My Reports, Publisher, and Report Builder)

    • Now select "Add group or user"

    • Specify the MSSQL user for the user name and check all roles (Browser, Content Manager, My Reports, Publisher, and Report Builder)

    • Select OK

  • Verify You can access http://<Local Server>/reportserver/reportexecution2005.asmx from a browser, it will be an XML document

    • If not restart the SQL Reporting Services and try again.

Add Advanced Report Writer into Manitou

  • The following dlls MUST be in the manitou directory otherwise the report server will crash. Grab the latest from the

    • Distributer folder.

    • SSRSProxy.dll

    • Tern.dll

    • drn.dll

  • Open the configuration manager from the Supervisor Workstation (Maintenance ? Setup ? Configuration)

  • Go into Edit Mode

  • Select the Report Server from the list of applications already on the Manitou system

  • Add the following parameters to the report server

    • Param 1 | -iC:\temp\ReportSwap (this may already exist)

    • Param 2 | -uhttp://<Local Server>/reportserver/reportexecution2005.asmx (replace LocalServer with the name of the reporting server)

    • Param 3 | -v<User Login> (This should be MSSQL unless otherwise specified)

    • Param 4 | -w<User Password> (This should be the MSSQL password unless otherwise specified)

    • Param 5 | -x<Domain for User> (This IS REQUIRED, even if it is localhost)

  • Save the changes

  • Refresh the MSM by clicking the refresh button or by closing and reopening the program.

  • Stop the Report Server

  • Start the Report Server

  • Verify the system has been licensed for External Reporting

  • Advanced Reporting Services has now been installed, however, it is highly recommended to test the install as there is a lot that can go wrong.

Testing the Advanced Report Writer in SQL 2012 and 2014

  • Open the SQL Server Reporting Services Home web page

    • from the Reporting Services Configuration Manager click on the Report Manager URL Tab on the left

    • In the Report Manager Site Identification, select the URL that ends with /Reports

    • You should have a webpage open that shows the Home directory of SQL Server Reporting Services

  • Select the Report Builder located in New>Paginated Report. (If not installed, you will receive a pop-up directing you to the current release to download and install)

  • Select Run for any prompt that comes up

  • You should now see a getting started page with a wizard to create reports

  • Select table or Matrix wizard

  • Verify the Create a dataset radio button is selected and click Next >

  • Select New... under the data source connections

  • Fill in the Data Source Properties

    • Set the Name to Manitou

    • Verify the connection type is set to Microsoft SQL Server

    • Select Build... next to the connection string.

    • Enter in the Reporting Server name in Server name

    • Select the Use SQL Server Authentication radio button

    • Specify the sa user and corresponding password.

    • Select the MANITOU database

    • select OK

    • select Test Connection

    • Specify the sa user and corresponding password again.

    • The test should complete successfully, if not check your parameters again.

    • Select OK

  • Verify Manitou is selected as the Data Source Connection and select Next.

  • Specify the sa user and corresponding password again and select OK.

  • For this specific report we will be creating a Manitou User query

  • Expand Tables under the Database View.

  • Scroll down and check the USR table

  • under the selected fields delete everything except CREDATE, USRID, and NAME.

  • Select Next >

  • Drag all three available fields to the Values Field

  • Select Next >

  • A preview of the table will display, if it displays three columns one for each of the available values, select Next, if not revisit the previous steps.

  • Leave the style as Ocean and select Finish >>

  • You will now have an editor to change the display of the table

  • Change the column headers to Created Date, User ID, and Name

  • Change the Click to add title to Manitou User Report

  • Once the Report is changed to how you would like it to look, select run at the top left to test the report.

  • After a few moments, the report will generate with actual data, verify you don't need to make any additional changes

  • Select the Save button at the top left (picture of a floppy)

  • Name the RDL (no spaces) and save it in a location you will remember

  • You can now close the Report Builder and web page if not already closed.

  • Open the Bold External Report Prep Utility (GUI rdl Report Prep, found in the extracted folder on the desktop)

  • Set the description to Test User Report

  • Select the locale for the report

  • Select the source rdl created with the Report Builder

  • Enter the destination filename (add prepped to the end of the file name to avoid overwriting the current rdl)

  • Click Prep File to output the prepped .rdl

  • Close the Report Prep utility

  • Open Supervisor workstation if not already open

  • Open Report Templates (Reports ? Report Templates)
    Enter Edit Mode

  • Scroll to the bottom of the reports available and select Custom under External (Not the custom heading)

  • Select Add (located above the available reports listing)

  • Specify a Report Name (Test User Report)

  • Select the prepped rdl we created with the Report Prep Utility.

  • Select OK and Save

  • Test Running the Report we just created

    • go to System Reports (Reports ? System Reports)

    • Expand Custom

    • Select Test User Report

    • Select Next

    • Select Finish so the report generates locally

    • Select Yes

    • The test should complete successfully, with the report automatically displaying, if not check your parameters and dlls again.

    • Select OK

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