SSRS in the Report Development Life Cycle

To understand all of the ways SSRS can be used and deployed, you can simply walk through the report development life cycle, and see what features are useful in each stage.

A typical reporting application goes through three stages (see Figure 1.2): authoring, managing, and delivery. SSRS provides all the necessary tools to work with a reporting application in all three stages.

Figure 1.2. Reporting life cycle.

Authoring Stage of the Reporting Life Cycle

During this stage, the report author defines the report layout and sources of data. For authoring, SSRS maintains all of the features of SSRS2K and adds some new features. Report Designer is a tool that was previously available for SSRS2K. For SSRS2K, developers had to install Visual Studio 2003 Integrated Development Environment (IDE) for the Report Designer to function. Although integration with Visual Studio is still available in SSRS, today developers have a choice to use Report Designer within Visual Studio IDE or to use Report Designer within Business Intelligence Development Studio (BIDS). The Business Intelligence Development Studio shell has gone through changes from Beta 2 of SSRS. Starting from the Community Technology Preview release of SSRS, Visual Studio Express Edition, a free version of Visual Studio 2005 is included with SQL Server 2005 as a shell for the Report Designer. The Report Designer interface is shown in Figure 1.3.

Figure 1.3. Report Designer.

Report Designer is a full-featured report authoring tool that targets developers and provides extensive design capabilities and can handle a variety of data sources. Report Designer can work with all reports generated for SSRS, including reports generated by Report Builder. Report Designer incorporates the following productivity features:

• Import Access reports, which allows designers to import Microsoft Access reports and creates a report definition in turn . In complex cases, it might not be able to successfully or completely import an Access report. The general rule of thumb is that SSRS will be able to convert approximately 80% of the existing Access reports.

• ^{NEW in 2005} IntelliSense for expression editing, which provides assistance with the syntax of a function used in expressions, names of class members , and indicates syntax errors in expressions by underlining them with squiggly red lines. You will see more details of this feature in Chapter 8, "Expressions."

• ^{NEW in 2005} Multidimensional Expressions (MDX) and Data Mining Expressions (DMX) query designer, which provides a drag-and-drop interface for writing MDX and DMX queries. This feature is covered in more details in Chapter 15, "Working with Multidimensional Data Sources."

• Relational query designer, which provides a drag-and-drop interface for writing SQL queries.

• Report Wizard, which provides step-by-step instructions to create a report.

• Preview mode, which allows a report author to preview the report design and layout before he publishes the report. This is a very powerful feature of a report designer that does not require Reporting Services to be installed on a computer on which the preview is generated.

• Publishing and deployment functionality, which allows a report designer to publish a report to a target server. For example, the developer might choose to publish to a development or to a test reporting server.

The end user's ability to design reports is a new feature in SSRS. There are two tools that make this possible: Report Builder and Model Builder. The combination of both tools allows an end user to develop, modify, and share her reports from SQL Server databasesboth relational and OLAPwithout the need to know either SQL or MDX.

Before an end user can develop a report, a developer must create a model, using the Model Builder tool. Figure 1.4 depicts the Model Builder's interface. A model is similar to a report, in that a model is a file written in Extensible Markup Language (XML) with an extension of .SMDL. A model defines layout, data sources, data entities, and relationships in terms that are understood by end users and not in terms of SQL or MDX.

Figure 1.4. Model Builder.

When a model is published, an end user can choose a report's layout and drag and drop model items on a report. This is how an end user can create ad hoc reports, based on the published model. Figure 1.5 shows the Report Builder interface.

Figure 1.5. Report Builder.

Report Builder targets end users and provides access to data sources predefined in a mode.

Note

Report Builder cannot modify reports generated by Report Designer.

Report Builder is a click once .NET smart client application that is launched from Report Manager's toolbar.

Report Designer and Report Builder generate reports in Report Definition Language (RDL). RDL is an XML-based language, a code presentation of a report that defines data, presentation elements of a report, calls to the outside .NET assemblies, custom VB.NET functions, and expressions. RDL has powerful design elements (controls) such as the familiar Table, Chart, Subreport, and Matrix. SSRS has the capability to parameterize, sort , filter, drill down through, and aggregate data. RDL can be saved as a file on a file system or as data in the Reporting Services database. RDL is an open language that allows third-party vendors to develop custom authoring tools.

Managing Stage of the Reporting Life Cycle

During this stage, the report author publishes the report to a central location where it can be managed by a report administrator in terms of security and delivery. This central location is a SSRS database. After the report is published, the administrator can use Report Manager, custom written scripts, third-party tools, or SQL Server Management Studio to manage published reports. The report administrator can

• Assign the report's security or the right a user might have to a report.

• Establish execution control, such as selecting a time of an execution or caching options.

• Access and organize subscriptions from a single location.

• Control report execution properties, which controls how and when reports are processed . For example, the administrator can set processing options to prevent a large report from running on demand.

• Set timeout values to prevent a single report from overloading system resources.

• Automate report delivery through a standard subscription. Users can use subscriptions to set report presentation preferences. Users who prefer to view a report in Excel, for example, can specify that format in a subscription.

• Automate report distribution through data-driven subscriptions. A data-driven subscription generates a recipient list and delivery instructions at runtime from an external data source. A data-driven subscription uses a query and column-mapping information to customize report output for a large number of users.

• Set delivery methods for a report, such as file share, printer (this would require a custom extension in the current release, which is discussed in Chapter 26, "Writing Custom Reporting Services Extensions"), or email.

Figure 1.6 depicts the Report Manager's interface.

Figure 1.6. Report Manager.

The default URL for Report Manager is http://<server>/reports (as shown in Figure 1.6). This is a default virtual directory in which Report Manager is installed. A report administrator can later change this URL by editing configuration files or using the Reporting Services Configuration Manager, as shown in Figure 1.7.

Figure 1.7. Reporting Services Configuration Manager.

Using SQL Server Management Studio, shown here in Figure 1.8, an administrator can perform most of the operations that she would otherwise perform through Report Manager. SQL Server Management Studio can access the SSRS catalog directly and does not require the SSRS Windows Service to be running to change the report's properties. However, an administrator will not be able to view the report if the SSRS Windows Service is not running.

Figure 1.8. Managing within SQL Server Management Studio.

Table 1.2 presents a summary of the management features of SSRS.

Table 1.2. SSRS Management Features

Feature	Details
Browser-based management: Report Manager	Manages and maintains reports and the reporting environment.
Windows-based management: SQL Server Management Studio NEW in 2005	Manages and maintains reports and the reporting environment; included in SQL Server Management Studio. Provides slightly better performance than the browser-based tool in addition to the convenience of a single point of access (SQL Server Management Studio) for management of all SQL Server- related components .
Command-line utilities	Configure, activate, manage keys, and perform scripted operations.
Scripting support	Helps automate server administration tasks . For example, an administrator can script deployment and security settings for the group of reports, instead of doing the same one by one using Report Manager.
Folder hierarchy	Organizes reports by certain criteria, such as reports for specific groups of users (for example, a folder for the sales department).
Role-based security	Controls access to folders, reports, and resources. Security settings get inherited through the folder structure, similar to Windows folders security inheritance. Security can be inherited through the hierarchy or redefined at any level of hierarchy: folder or report. Role-based security works with Windows authentication. Security is installed during SSRS installation.
Job management	Monitors and cancels pending or in-process reports.
Shared data sources	Share data source connections between multiple reports and are managed independently from any of the reports.
Shared schedules	Share schedules between multiple reports and are managed independently from any of the reports.
History	Allows storing snapshots of a report at any particular moment of time. You can add report snapshots on an ad hoc basis or as a recurring scheduled operation. History can be used to view past versions of a report and see how information on a report has changed.
Linked reports	Create a link to an existing report that provides a different set of properties, parameter values, or security settings to the original report. To the user, each linked report appears to be a standalone report.
XML-based server configuration	Edits configuration files to customize email delivery, security tracing, and more.
Database, server, and report logging capability	Contains information about the reports that execute on a server or on multiple servers in a single web farm. You can use the report execution log to find out how often a report is requested , what formats are used the most, and what percentage of processing time is spent on each processing phase.

The true test of an enterprise system is shown by its ability to scale from a single user to up to thousands across an enterprise. The second test of an enterprise system is to maintain uptime and reliability. SSRS passes both tests.

SSRS manages these tasks by using underlying Windows technologies. The simplest deployment of SSRS simply places all of the components on a single machine. That single machine can then be updated with bigger and better hardware. The single machine deployment model provides a relatively cheap and cost-effective way to get up and running with SSRS.

SSRS can also be deployed across a network load balanced (NLB) cluster, giving it scalability and availability. The database catalog that SSRS uses can also be deployed across a clustered database server apart from the web servers. This allows for virtually limitless growth in terms of number of users (scalability) and, at the same time, maximum availability.

Delivery Stage of the Reporting Life Cycle

During this stage, the report is distributed to the report's users and is available in multiple output formats. The SSRS retrieval mechanism allows users to quickly change an output format.

SSRS supports various delivery methods: email, interactively online (usually through a browser, portal, or custom application), printer (requires custom extension), or file system. If the delivery method of interest is not available by default from SSRS, you can relatively easily develop custom delivery extensions. SSRS Books-On-Line provides a complete set of samples for various custom delivery extensions. You can learn more about custom extensions in Chapter 26.

Reports are structured as items in a folder structure and allow for easy browsing and execution. You can see an example of viewing a report online in Figure 1.9. Please note that the report is shown inside of Report Manager. Report Manager provides an additional functionality, such as assigning security or subscribing to a report. You can also view the report directly in the browser without Report Manager.

Figure 1.9. Online viewing.

Alternatively, a user can subscribe to a report that subsequently will be delivered via email, as shown in Figure 1.10. Email delivery is a push-model of report delivery. Push-model is especially useful for the cases in which report generation takes a long time, the report needs to be delivered to an outside user, or there is an emergency situation that generates an exception report.

Figure 1.10. Email delivery.

Online view and scheduled delivery are great, but for a single solution to be truly ubiquitous, it has to offer more. SSRS does this, again, by making itself extensible rather than being all-encompassing.

A perfect example of this is via embedded reporting. With Visual Studio 2005, Microsoft has developed an integrated Report Viewer control. This control allows developers to embed SSRS reports into their Windows and web applications. Figure 1.11 shows the Report Viewer control.

Figure 1.11. Report Viewer control.

If developers need to do more than simply view reports, they can access the SSRS web services directly. This set of SOAP-based calls (SOAP Application Programming Interface or SOAP API) provides access to just about every function on the report server. In fact, Report Manager does nothing more than make the same web service calls. For example, with the API, developers can modify permissions and create custom from ends.

Lastly, SSRS security is extensible. This allows access to SSRS reports from any custom portal such as SharePoint. SSRS includes Report Viewer and Report Browser SharePoint controlsthe same set of controls that became available in SSRS2K SP2.