SSRS with SharePoint Integration

 Integrating SSRS (SQL Server Reporting Services) with SharePoint allows you to manage and access your SSRS reports within the SharePoint environment. This integration provides several benefits, such as centralizing report management, leveraging SharePoint's security features, and offering a unified user experience.

Step-by-Step Guide to Integrating SSRS with SharePoint

1. Prepare Your Environment

1. Install SharePoint:

   • Ensure that you have a SharePoint environment set up. This guide assumes you have SharePoint 2016 or later installed and configured.

2. Install SQL Server:

   • Install SQL Server with Reporting Services. During the installation, choose the "Install only" option for Reporting Services.

3. Download the SharePoint-Mode Report Server:

   • Download the SharePoint-mode Report Server from the Microsoft website.

2. Install and Configure SSRS in SharePoint Mode

1. Install SharePoint-Mode Report Server:

   • Run the installer for the SharePoint-mode Report Server. Follow the instructions to install the report server in SharePoint mode.

2. Configure the Report Server:

   • Open the Reporting Services Configuration Manager.
   • Connect to the report server instance you just installed.
   • Configure the following:
     • Service Account: Specify the service account for the report server.
     • Web Service URL: Configure the URL for the Report Server Web Service.
     • Database: Create a new report server database in SharePoint Integrated mode.
     • Web Portal URL: Configure the URL for the Report Server Web Portal.

3. Configure SharePoint for SSRS Integration

1. Add the Report Server to SharePoint:

   • Go to the SharePoint Central Administration site.
   • Navigate to "Manage service applications."
   • Click "New" and then select "SQL Server Reporting Services Service Application."
   • Provide a name for the service application and configure the necessary settings.
   • Associate the service application with the appropriate web application.

2. Activate the Reporting Services Features:

   • Go to the SharePoint site where you want to integrate SSRS.
   • Navigate to "Site Settings."
   • Under "Site Collection Administration," click "Site collection features."
   • Activate the "Report Server Integration Feature."

3. Create a Report Library:

   • Go to your SharePoint site.
   • Click on "Site Contents."
   • Click "Add an app."
   • Select "Document Library" and name it (e.g., "Reports").
   • Go to the library settings and click on "Advanced settings."
   • Enable the "Allow management of content types" option.
   • Click "Add from existing site content types" and add the "Report Builder Report" and "Report Data Source" content types.

4. Deploy and Manage Reports

1. Upload Reports to SharePoint:

   • Navigate to the report library you created.
   • Click "Upload" and upload your RDL (Report Definition Language) files.

2. Set Up Data Sources:

   • Upload shared data sources (RSDS files) to the report library.
   • Configure data source settings such as connection strings and credentials.

3. Manage Permissions:

   • Set permissions for the report library and individual reports to control who can view and manage reports.

5. Access Reports from SharePoint

1. Navigate to Reports:

   • Users can navigate to the report library and click on reports to view them directly in SharePoint.

2. Use the Report Viewer Web Part:

   • Add the Report Viewer Web Part to a SharePoint page to display reports.
   • Edit the web part properties to specify the report URL and other settings.

Additional Tips

• Using Power BI Report Server: If you are using Power BI Report Server instead of SSRS, the integration process is similar, but you will use Power BI reports (.pbix) along with traditional SSRS reports.
• Performance: Monitor performance and consider scaling your SharePoint and SQL Server instances to handle the load.
• Security: Leverage SharePoint's robust security model to manage access to reports and data sources.
• Report Builder: Users can use Report Builder integrated with SharePoint to create and publish reports directly to the SharePoint site.

Full Example Summary

Here’s a summary of what you’ve done:

1. Prepared Your Environment: Installed and set up SharePoint and SQL Server.
2. Installed and Configured SSRS in SharePoint Mode: Installed the SharePoint-mode Report Server and configured it.
3. Configured SharePoint for SSRS Integration: Added the report server to SharePoint, activated features, and created a report library.
4. Deployed and Managed Reports: Uploaded reports and data sources, and managed permissions.
5. Accessed Reports from SharePoint: Used the report library and Report Viewer Web Part to access reports.

By following these steps, you can successfully integrate SSRS with SharePoint, allowing users to manage and access reports within the SharePoint environment.