Configuring the Reporting Database

The SE-Viewer Configuration Utility allows you to manage the Advisor database when the Advisor product has been installed:

Create a database new login
Create the database
Bind the user login to the new database
Automatically detect the current database version and upgrade it
Publish data source, reports and security

New Installations

Custom Security

Install SQL Reporting Services on any computer that is http-accessible from the SE-Viewer computer, or on the SE-Viewer machine itself
Open the SE-Viewer Configuration Utility

Go to the 'Reporting database' tab
Enable the 'Enable Reporting' checkbox
For MSSQL Express 2008 , modify the Web Service URL at the bottom of the screen by replacing the dollar sign ($) with an underscore (_)
Enable the 'Force publishing reports' checkbox
In the 'Server Name' text field, enter the DNS hostname of the SQL server
Specify the user credentials for SQL
Do not select 'Use as Windows credentials' : Advisor will work with SQL through this account. Reporting Services will render reports from SQL data through this account
In the 'Reporting Service authentication' area at the bottom of the window, select Use a specific user name and password

The specified account must have access to the Reporting Services web service.

We do not recommend making changes to the 'Additional Parameters' text field
Fill in the appropriate data in the 'User name' and 'Password' fields
In the 'Web Service URL' field, change hostname.domainname:portnum to point correctly to the Microsoft Reporting service. Not sure if the web service url is correct? Try copying the URL and pasting it into a browser address bar. You should be able to connect to the web service
Click Test

The first time Test is used, if “Reporting” is enabled the Configuration Utility tries to publish reports and asks for Administrative credentials in popup window. The Administrative credentials should have Content Administrator rights assigned in Reporting Services.

For a new database, an error message will appear that says the database and user account are not configured properly. Click Yes to configure the database. [

If the test succeeds, then your database has already been configured and you do not need to continue with these instructions].

When the popup window appears, click Connect to ensure that the administrative account for the database is correct. Make corrections as necessary until the connection works.
Click Execute to initialize the tables in the database. The status of the initialization process will appear at the bottom of the window. You can also click on the 'Script' link on the 'Create Database' line to view the initialization script that will be used. [

Modifications can be made to the script and the script saved via Save As ]

Click Close when the initialization completes.

Windows Security

Install SQL Reporting Services on any computer that is http-accessible from the SE-Viewer computer, or on the SE-Viewer machine itself
Open the SE-Viewer Configuration Utility

Go to the 'Reporting database' tab
Enable the 'Enable Reporting' checkbox
Enable the 'Force publishing reports' checkbox
In the 'Server Name' text field, enter the DNS hostname of the SQL server
Specify the user credentials for SQL
Check 'Use as Windows credentials'. AVIcode Advisor will connect to SQL using the account from the IIS application pool. Reporting Services will render reports from SQL data through this account and the account will be treated as Windows credentials when connecting to the data source.
In the 'Reporting Service authentication' area at the bottom of the window, select Use Windows NT Integrated security . AVIcode Advisor will connect to the Reporting Services web service using the account from the IIS application pool.

NT security mode (Windows NT Authentication only) vs. Mixed mode (Windows NT Authentication and SQL Server Authentication).

In Windows NT mode (the 'Use Windows NT Integrated security' option), users that NT validates can also connect to SQL Server databases based on their user account names and group membership which already exist in Windows NT 4.0, or Windows XP.

In mixed mode ('the Use a specific user name and password' option), NT users connect to SQL Server databases under Windows NT mode and users that NT doesn't validate use valid SQL Server (SQL Server Authentication) logins. Users that connect to SQL Server databases under Windows NT can make use of trusted connection mechanism for both authentication modes. Whenever the SQL Server database is connected, the access control mechanisms that in this case are lower level-ones (access to databases or database objects only) function identically in both authentication modes.

In the 'Web Service URL' field, change hostname.domainname:portnum to point correctly to the Microsoft Reporting service. Not sure if the web service url is correct? Try copying the URL and pasting it into a browser address bar. You should be able to connect to the web service
We do not recommend making changes to the 'Additional Parameters' text field
Click Test

For a new database, an error message will appear that says the database and user account are not configured properly. Click Yes to configure the database. [

If the test succeeds, then your database has already been configured and you do not need to continue with these instructions].

When the popup window appears, click Connect to ensure that the administrative account for the database is correct. Make corrections as necessary until the connection works.
Click Execute to initialize the tables in the database. The status of the initialization process will appear at the bottom of the window. You can also click on the 'Script' link on the 'Create Database' line to view the initialization script that will be used. [

Modifications can be made to the script and the script saved via Save As ]

Click Close when the initialization completes.
Go to the SQL Server and open SQL Server Manager
Configure permissions for the service account for the reporting database, ensuring that the user associated with the login and password has public, db_datareader and db_datawriter permissions (unless using the same service account that has already been configured for SE-Viewer)
Open the SQL Server Reporting Services web interface
Go to 'Site Settings''System Role Assignments'
Manually assign Browser and Advisor roles for the service account
Set Service Account For “Intercept Reporting” Service - in the services utility - Set Intercept Reporting service to auto start
Import the AVIcode product license via SE-Viewer
Start the Intercept Reporting service

Upgrading

Use Microsoft SQL Server Enterprise Manager to navigate to the server that contains the reporting database.
Use Enterprise Manager to back-up the database.
Open the SE-Viewer Configuration Utility
Go to the 'Reporting database' tab
The popup window will be filled in with your current database information
Click Test
An error message will appear that prompts you to upgrade the database. Click Yes to configure the database.

If the test succeeds, then your database has already been configured and you do not need to continue with these instructions

When the popup window appears, click Connect to ensure that the administrative account for the database is correct. Make corrections as necessary until the connection works.
Click Execute to upgrade the tables in the database. The status of the initialization process will appear at the bottom of the window.
Click Close when the upgrade completes.

Last update: Thursday, December 09, 2010 02:07:40 PM