High Level MOSS 2007 Integrated SSRS 2008 Deployment Plan

Microsoft SQL Server 2008 Reporting Services Add-in for Microsoft SharePoint Technologies, April 2009
http://www.microsoft.com/downloads/details.aspx?FamilyID=58edd0e4-255b-4361-bd1e-e530d5aab78f&displaylang=en

Assumptions:

  • There are two servers: Report Server: Windows OS and SSRS Pre-requisites installed, and SharePoint Server: WFE Servers in the Active MOSS 2007 Farm.
  • This SharePoint Integrated SSRS Deployment Plan contains prepare, install/configure, and validation steps.
  • Please note that last three steps configures the Report Builder 2.0 Integration – Report Builder version 1.0 provides classic Office 2003 interface and Report Builder 2.0 provides Office 2007 ribbon interface.

High Level Deployment Plan in Recommanded Order –

  1. Report Server – Prepare SSRS Install and Configuration Service Accounts
  2. Report Server – Install the SSRS using SQL Installation Disk with “Install but do not configure”
  3. Report Server – Configure SSRS through Reporing Services Configuration Manager in the Integrated Mode (Specify Report Web Service URL, Report Server Database, and other options like scaled out deployment)
  4. Report Server – Verify the Install and Config – IIS, DB, Services Snap-in
  5. Report Server – Install SharePoint Object Model (SharePoint Installation with WFE mode) and Join the Report Server to the SharePoint Farm
  6. SharePoint Server – Install SSRS Add-in for SharePoint on all WFEs (It will install the Report Viewer Web Part, Proxy endpoints to connect to the RS, RS content types, and SharePoint Application Pages)
  7. SharePoint Server – Verify that “Report Server Integration Feature” is activated on the Central Admin’s Site Collection Features Page
  8. SharePoint Server – Configure SSRS Add-in from the Central Admin (Specify SSRS web service URL, authentication mode, server defaults, optionally specify RB 2.0)
  9. Report Server – Download and Install the SQL 2008 AdventureWorks DB, Verify Sample DBs are created
  10. Report Server – Download and Install SQL 2008 Reporting Samples
  11. Report Server – Verify SSRS Samples in the BIDS 2008
  12. SharePoint Server – Verify that “Report Server Integration Feature” is activated on the top level site hosting the reports using the Site Collection Features Page
  13. SharePoint Server – Prepare SharePoint to host the Reports – Enable the SSRS content types on the Document Libraries – Report, Data Sources, Model
  14. Report Server – Deploy AdventureWorks Reports from the BIDS 2008 to the SharePoint (preferred method), Optionally upload the SSRS Reports from the SharePoint Doc Library menu, Optionally automate the deployment using the SharePoint features and solutions framework.
  15. SharePoint Server – Verify reports runs fine in the SharePoint. It uses RSViewerPage.aspx installed with the Add-in. Report Builder 1.0 is enabled by default for ad-hoc reporting.
  16. SharePoint Server – Optionally Install RB 2.0 for the SharePoint on all WFEs to enable the updated interface for the ad-hoc reporting capabilities (It requires SSRS SP1 on the Report Server)
  17. SharePoint Server – Optionally Enable the RB 2.0 Integration from the Central Admin (Specify RB 2.0,  It requires SSRS SP1 on the Report Server)
  18. SharePoint Server – Optionally Verify the RB 2.0 ad-hoc reporting UI.  (It requires SSRS SP1 on the Report Server)

More advance configuration would be like –

  • Build WSS Dashboard Pages – Use the standard web part page to host the SSRS Report Viewer web part.
  • Manage SSRS Report Subscriptions
  • Manage SSRS Report Execution
  • Manage Security at the Document Library or using Context Menu for Item Level – Define SharePoint Security Groups.
  • Manage Report Metadata – Add Document Library Columns
  • Manage Versioning – Reports Versioning, Check-in, and Checkout Process
  • Manage Approval Process (Requires MOSS 2007) – Configure the Approval Workflow for the report item in the document library.
  • Manage Alerts – Send notification when reports are added to the library using SharePoint Alerts system.
  • Manage Auditing and Expiration Features – Enable Information Management Policies
    Build MOSS Dashboard pages – Use combination of Excel Web Access (Excel Services), KPI List, BDC item or list (LOB or Enterprise Search), Report Viewer (SSRS), and Scorecard Viewer (PPS) web parts.
  • Build Filters (Requires MOSS 2007) – Use Filter web parts to filter the data across Excel, SSRS, and PPS web parts.
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