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Administrator's Guide Administrator’s Guide 3.1.1 Administrator’s Guide 3.1.1 InfoFabrik GmbH, 2020 http://www.infofabrik.de/ http://www.reportserver.net/ Copyright 2007 - 2020 InfoFabrik GmbH. All rights reserved. This document is protected by copyright. It may not be distributed or reproduced in whole or in part for any purpose without written permission of InfoFabrik GmbH. The information included in this publication can be changed at any time without prior notice. All rights reserved. Contents Contents i 1 Preamble 3 2 First Steps 7 2.1 Configuration and installation............................. 7 2.2 Login.......................................... 7 2.3 Creating a data source ................................ 9 2.4 Creating your First Report .............................. 9 2.5 Importing a Graphical Report............................. 10 2.6 Creating users..................................... 11 2.7 Terminal and FileServer................................ 12 3 User and Permission Management 15 3.1 The User Tree..................................... 15 3.2 Permission Management................................ 16 4 Data Sources 23 4.1 Relational Databases ................................. 23 4.2 Amazon Redshift ................................... 24 4.3 Google BigQuery ................................... 25 4.4 Teradata........................................ 26 4.5 Storage of Database Passwords............................ 26 4.6 The Internal Data Base................................ 27 4.7 Datasource Pool.................................... 27 4.8 CSV Lists ....................................... 28 4.9 Script Data Sources.................................. 29 4.10 BIRT Report Data Source............................... 30 4.11 Mondrian Datasource................................. 30 4.12 Data Source Bundle.................................. 31 4.13 Configuration of a Standard Data Source ...................... 32 5 File System 35 i Contents 5.1 Configuration Files................................... 36 5.2 Filing of Scripts .................................... 36 5.3 Accessing Resources by URL ............................. 36 6 Report Management 39 6.1 Fundamentals ..................................... 40 6.2 The Dynamic List................................... 42 6.3 Working with Parameters............................... 49 6.4 JasperReports ..................................... 65 6.5 Eclipse Birt....................................... 67 6.6 SAP Crystal Reports.................................. 67 6.7 Saiku / Mondrian Reports............................... 69 6.8 JXLS Reports ..................................... 69 6.9 Script Reports..................................... 71 6.10 Grid Editor Reports .................................. 74 6.11 Executing Reports via the URL............................ 88 6.12 Report Properties ................................... 92 6.13 Report Metadata ................................... 93 6.14 Drill Down Reports .................................. 94 7 Global Constants 97 8 User Variables 99 8.1 Defining User Variables ................................ 99 8.2 Allocating User Variables ...............................100 8.3 Using User Variables in Reports............................100 9 Import and Export 103 9.1 Exporting........................................103 9.2 Importing........................................103 10 Scheduling of Reports 107 10.1 Technical Backgrounds to Scheduler Jobs ......................108 10.2 Filtering by the Status of a Job............................108 10.3 Notifications......................................109 10.4 Terminal Commands..................................109 10.5 Conditional Scheduling ................................109 10.6 Creating and Using a Condition Report........................109 10.7 Predefined Conditions.................................111 10.8 Defining a Simple Condition via Scripting.......................111 11 Theming 115 12 Terminal 121 12.1 Using the Terminal ..................................121 12.2 The Virtual File System................................122 12.3 Assigning Aliases....................................124 12.4 Scripts.........................................125 ii Contents 12.5 Object Resolver ....................................125 13 ReportServer Scripting 129 13.1 A first Hello World...................................130 13.2 How to Handle Errors.................................130 13.3 Administrative Scripts.................................133 13.4 Changing the Data Model...............................135 13.5 Enhancing ReportServer with Scripts.........................136 13.6 Scheduling of Scripts .................................137 13.7 Accessing Scripts by URL...............................137 14 Terminal Commands 139 14.1 birt...........................................139 14.2 cd ...........................................139 14.3 clearInternalDbCache .................................139 14.4 config .........................................139 14.5 cp ...........................................140 14.6 createTextFile.....................................140 14.7 desc ..........................................140 14.8 echo ..........................................140 14.9 editTextFile ......................................141 14.10eliza ..........................................141 14.11exec ..........................................141 14.12export all........................................141 14.13groupmod .......................................141 14.14hello ..........................................142 14.15import all........................................142 14.16kill ...........................................142 14.17listpath.........................................142 14.18locate .........................................143 14.19ls............................................143 14.20meminfo........................................143 14.21mkdir..........................................143 14.22mv ...........................................144 14.23pkg...........................................144 14.24ps............................................144 14.25pwd...........................................144 14.26rcondition .......................................144 14.27reportmod .......................................145 14.28rev ...........................................145 14.29rm ...........................................145 14.30scheduleScript.....................................145 14.31scheduler........................................146 14.32sql ...........................................146 14.33teamspacemod.....................................147 14.34unzip..........................................147 14.35updateAlias.......................................147 iii Contents 14.36updatedb........................................147 14.37usermod ........................................148 14.38xslt...........................................148 14.39zip ...........................................148 15 Dashboards and Dadgets 151 15.1 Static HTML Dadgets.................................152 15.2 Embedding Dashboards via the URL .........................154 16 SFTP Server 157 17 Maintenance 159 17.1 Testing User Specific Settings (su)..........................159 17.2 Logging ........................................159 17.3 Recovering of Objects.................................160 A Expression Language 163 B Demo Data 167 1 Chapter 1 Preamble Business Intelligence Business Intelligence (BI) describes the ability to jointly analyze all of a company’s data, distilling relevant information to be used to foster better business decisions. The foundation of any BI solution is the careful preprocessing of existing data, for example, in a data warehouse. ReportServer acts as the gateway between end-users and the collected data, allowing users to efficiently access and analyze the available data. From camera-ready evaluations to fine-grained ad-hoc reporting; ReportServer provides you with the tools to support your daily work. Target Audience This document is designed for future administrators of ReportServer. Separate manuals and instructions illustrate the various aspects of ReportServer. ReportServer Configuration Guide: Describes the installation of ReportServer as well as the basic configuration options. ReportServer User Guide: The user guide describes ReportServer from the point of view of the ul- timate user. It includes an in-depth coverage of dynamic lists (ReportServer’s adhoc reporting solution), execution of reports, scheduling of reports, and much more. ReportServer Administrator Guide: The administrator guide describes ReportServer from the point of view of administrators that are tasked with maintaining the daily operation of the reporting platform including the development of reports, managing users and permissions, monitoring the system state, and much more. ReportServer Scripting Guide: The ReportServer scripting guide covers the scripting capabilities of ReportServer which can be used for building complex reports as well as for extending the functionality of ReportServer or performing critical maintenance tasks. It extends the introduction to these topics given in the administrator guide. 3 1. Preamble System State We proceed on the assumption that the basic configuration has been completed as de- scribed in the installation and configuration instructions. All examples given in this book are based on the available demo data. ReportServer Demo Content The demo data used in this book are part of the standard delivery scope of
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