Contents 1. Table of Contents. Report Server (Home Page) Installation. Manage Reports DevExpress Inc.

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1 Contents 1 Table of Contents Report Server (Home Page)... 3 Report Server... 4 Worker Service End-User Designer Licensing and... Distribution 19 Manage User... Accounts 20 Manage Data... View s 22 Manage Reports Create and... Custom ize Reports 31 Schedule a... Report 35 1

2 2 Report Server Report Server Fully Integrated Report Server and Client - Engineered as a turnkey solution, the DevExpress Report Server provides straightforward setup, intuitive administration and comprehensive report distribution options for individuals inside and outside your enterprise. 2

3 3 Report Server > The topics in this section detail the steps required to install the Report Server, Worker Service and the Report Server End-User Designer. Report Server Worker Service End-User Designer 3

4 4 Report Server Report Server > > Report Server This topic details the steps required to install the Report Server. The DevExpress Report Server is an optimized reporting platform. It is easy to set up, and allows you to spend more time on business requirements and less time on server configuration. The Server can be installed with minimal effort. You can also avoid all the hassles associated with the creation and management of reports within your business environment. The DevExpress Report Server supports the Windows Server (2008 R2 and 2012), Windows 7 and Windows 8 operating systems. The following requirements are needed to run the Report Server. SQL Server - the report server uses SQL server to manage reports, users, tasks, etc. IIS 7.0+,.NET 4.0, ASP.NET MVC 3 - The report server administration site is run through IIS and is built on MVC 3 and.net 4.0. HTTP Activation - HTTP Activation is required in order to have the report designer communicate with the report server. Windows Authentication - this is required at initial install since we add the current windows user as the default administrator. By default the report server uses windows authentication (although this can be changed). SMTP Mail Server - this is used to send report distributions out to those on your distribution lists as well as for user management s sent when creating new user accounts. After you run the Report Server Installer, select Trial or Registered to begin the installation process. On the second page of the Installer, after you choose the destination path for the Report Server and read the license agreement, click Accept. 4

5 5 The next page of the Installer provides you with the following two options: Website, Task Scheduler Service, Worker Service and Worker Service Only. The Report Server package includes the client and server parts. The clien t part includes the Report Designer. The s erver part includes the Website, Scheduler service and Worker service. The Website provides an in-browser user interface for administrating the Report Server; the Scheduler maintains the generation of reports based on a schedule; the Worker actually generates the reports. By default, the package installs both the Scheduler and the Worker. However, you may choose to install additional Worker services on different machines (see Worker Service ). 5

6 6 On the next page, specify the name for the Report Server Website, and assign free ports to the Website and Task Scheduler service. 6

7 7 On the SQL Server Connection page, specify which server the database will be deployed on and how to connect to this server. You should also define a user that can administrate the SQL Server because these connection settings will be used during installation. To use the same user credentials for Report Server to access data, enable the corresponding check box (only available if the "SQL Server Authentication" is enabled). 7

8 8 Alternatively, you can specify other credentials for accessing data on the next page. 8

9 9 To open the administration module in your Web browser, click Finish after the installation is complete. 9

10 10 See Also Worker Service End-User Designer 10

11 11 Worker Service Report Server > > Worker Service This topic details the steps required to install the Worker Service. To only install the Worker Service on a machine, choose the appropriate option on the corresponding page of the Report Server Installer. On the next page, specify the Scheduler service (use the Refresh button to show all Scheduler services available in the network). 11

12 12 Next, specify the existing SQL Server used by the Report Service. Next, specify the existing database, as well as credentials for its modification. This is necessary to allow creating a user that is specified during the next step, or to use the selected user if you have selected to use these credentials earlier in the installation process. 12

13 13 Finally, specify the credentials (a common, non-privileged user) required to create the corresponding user account in the Report Server database. Finally, specify the credentials of a new or any other (common, non-privileged) user to use these credentials for connecting to the Worker Service. 13

14 14 See Also Report Server End-User Designer 14

15 15 End-User Designer Report Server > > End-User Designer This topic details the steps required to install the Report Server End-User Designer. After you run the End-User Designer Installer, click Start to begin the installation process. On the second page of the Installer, after you choose the destination path for the Report Server and read the license agreement, click Accept and Install. 15

16 16 Click Finish after the installation is complete. 16

17 17 See Also Report Server Worker Service 17

18 18 Report Server > The topics in this section introduce the fundamental concepts behind the DevExpress Report Server. Licensing and Distribution Manage User Accounts Manage Data Views Manage Reports Create and Customize Reports Schedule a Report 18

19 19 Licensing and Distribution Report Server > > Licensing and Distribution The DevExpress Report Server and End User Designer ship as part of the Universal Subscription and include a single Server and five simultaneous client access licenses (CALs). For more information on the DevExpress Report Server and End User Designer distribution, please see the product's License Agreement for terms and conditions. For help with licensing and to purchase additional CALs, contact the DevExpress Client Services team. 19

20 20 Manage User Accounts Report Server > > Manage User Accounts To manage user accounts on the Server, switch to the User Accounts screen. The DevExpress Report Server provides the following four distinct user roles. System Administrator - this account has permission to manage users as well as all other permissions given to the other three roles (Data Administrator, Report Creator, and Report Viewer); Data Administrator - this account has permission to manage the Data Views available to the report creators as well as all other permissions given to the other two roles (Report Creator and Report Viewer); Report Creator - the report creator can create, manage, view and distribute reports; Report Viewer - the report viewer has permission to view any report. Administrators can add new users by simply clicking Add Account and filling in the necessary information. After adding an account, the server sends an to the new user with a custom link requesting that they create a new password. During the time between when the request is sent and when the new user creates a new password, the user is placed in a temporarily inactive Pending Account state. 20

21 21 See Also Manage Data Views 21

22 22 Manage Data Views Report Server > > Manage Data Views Note Only the Data Administrator or System Administrator user role can edit data views in the Report Server. To manage the data views available to your users, switch to the Data Views screen. To create a data view, click Add Data View. Next, define the data view's name, description, provider and connection string. Click Add Data View to apply the settings. 22

23 23 You will see a grid reflecting your data view's structure. Select the data tables and/or views you wish to include in the data view and click Fill Data View. 23

24 24 The data view is now ready to use. See Also Manage Reports 24

25 25 Manage Reports Report Server > > Manage Reports This topic details the process of managing reports on the DevExpress Report Server. Note Any user role (with the exception of the Report Viewer) has permission to manage reports and report categories. Manage Report Categories Manage Reports Manage Report Categories Reports can be classified into different categories. To manage report categories, switch to the Categories screen. To create a new category, click Add Category. Then specify the category name and click the Add Category button. 25

26 26 After this step, you can add reports to the newly created category. Manage Reports To create a new report, switch to the Reports screen. To invoke the Report Designer, click Add Report. 26

27 27 To access the Report Designer, specify your user credentials in the invoked Login dialog. After launching the Report Designer, you can connect your new blank report to data. To do this, click the report's s m art tag and in its actions list, expand the Data Source drop-down list and click the Add New DataSource link. 27

28 28 On the first page of the invoked Datasource Wizard, choose one of the available data views and click Next. On the next page, select the tables and/or views you wish to use in your report and click Finish. After this step, the Report Designer's Field List will reflect the structure of the selected tables and views. Drag the required data members from the Field List and drop them onto the appropriate bands on your report's surface. 28

29 29 When you have finished arranging the report's layout, click the Upload Report... button in the Report Designer's main toolbar. In the invoked Save Report dialog, choose a category in which to save the report, and specify the report name and description. You can also apply the revision comments to help you distinguish between various report versions later on. For more information on managing report revisions, see Create and Customize Reports. 29

30 30 Your report appears in the Reports screen and you can schedule its execution according to your preferences. See Also Create and Customize Reports Schedule a Report 30

31 31 Create and Customize Reports Report Server > > Create and Customize Reports This topic explains the use of the DevExpress Report Server's version matching system, which allows you to maintain various versions of the same report. It details the process of obtaining existing reports from the Report Server's storage, depicts the specifics of creating new reports using the Report Designer, and explains how to upload your local report to the Report Server's storage. Download a Report from the Server Create a New Report Upload a Report to the Server Download a Report from the Server There are two types of reports that you can create using the Report Designer: local reports and s erver reports. The local reports are stored on an end-users machine, while the public reports are stored on the server. The server reports are stored in a specified directory on the Report Server, and each report may have numerous revisions (versions). The revisions are maintained by a version control system, and your end-users can download any revision of a single report (or the latest revision by default). 31

32 32 Create a New Report When creating a new report in the Designer, you can choose to create an empty, databound or label report. 32

33 33 Upload a Report to the Server After you have finished customizing your report in the Designer, you can either save it locally on your machine, or check it in to the Report Server's storage. For server reports, the version control system allows you to specify commentary that allows you to easily select between various revisions of the same report in the future. 33

34 34 See Also Schedule a Report 34

35 35 Schedule a Report Report Server > > Schedule a Report This topic details the process of scheduling the execution of server reports. Note The scheduling of reports is permitted by any user role except for the Report Viewer. To manage the report scheduler, switch to the Scheduling screen. To schedule a new report execution task, click Add Task. Next, specify the task name, select the report to execute and define its date and time options. 35

36 36 36

37 37 After the report has been scheduled, you can select which users to subscribe to this task. Subscribers can consist of both the Report Server users and the external users. After this step has been completed, subscribers receive a notification by every time the report is created. 37