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In SQL Server 2008 Essential Training, Simon Allardice explores all the major features of SQL Server 2008 R2, beginning with core concepts: installing, planning, and building a first database. Explore how Transact-SQL is used to retrieve, update, and insert information, and gain insight into how to effectively administer databases. The course also covers features outside SQL Server's database engine, including technologies that have grown up around it: SQL Server Reporting Services and Integration Services. Exercise files are included with the course.
When you get your reports to a point where you don't mind to sharing it with someone else, well you're going to have to share it with someone else. And most of this is done through the SQL Server Reporting Services Report Manager web site, and if I selected the report that I've created and click the drop-down box I have a whole bunch of different options here. We've seen Edit in Report Builder, but I can also click Security or go to the more generic Manage. Manage would allow me to change things like the Name and the Description if I wanted to. There is a whole series of other options, most of which I can see because I am an administrator, things like the data sources, and you can also look at setting up subscriptions to report so that automatically push to people.
But what I'm interested here is security. But something to bear in mind about Reporting Services security is it's kind of like SQL security. There are wheels within wheels. And this report is contained inside the homepage of Reporting Services. Well, that's a good thing because what it actually means is I can setup the permissions for people at this homepage level and then any new report added to this page will be available to them. Or I can set up separately.
But you'll notice if I go directly into Security and say that I want to edit the security of just this report, it's going to say "Well your security for this is inherited from a parent item. Did you want to apply different security settings from that of home, of the homepage?" No, I didn't. Actually what I'm going to do is Cancel and just go back to Home here, because what I'm going to do is manage security at the top level. I'm going to click this Folder Settings area. Now of course if you're creating multiple reports from multiple people what you are going to end up doing is creating multiple folders and adding security differently on those.
So I'll hit that and what it's actually saying is "Well, right now the only people who can access this page and therefore any report on this page are people in the BUILTIN\Administrators group who have the role of Content Manager." Reporting Services likes roles like any other part of the SQL Server. So what I'm going to do is create a new role assignment and you'll notice there aren't actually all that many roles here. At the low end we have someone in the role of Browser.
They may view folders, reports and subscribe to reports. At the high end we got Content Manager who can take control of everything in the Report Server and then there's a few someone in-between like a Publisher who may publish reports and link reports to the Report Server, but they can't actually control the Report Server. Here's what I'm going to do. It says "Give me the group or username." I could give it the name of an individual user. I know that LucianE exists and I'm going to make LucianE a Browser. Click OK.
That's then added, or I could click New Role Assignment and add say the Windows group of Sales, which has multiple people in it, and make everybody in Sales a Browser. Simply that would mean now that going back to the homepage and going in to look at the security just of that report, you'd find that people in the Sales group and the person Lucian also now have the ability to read and view this report. Again, if you do need to setup multiple containers for reports, an easy way to do it is just actually to work with new folders.
So I could create say the Sales folder for Sales Reports. Click OK and then I could create security just on that. You probably don't want to get too much more complex than one or possibly two levels deep. After all the whole idea is that you're going to make this available to other people in your organization. You want your Report Server to be easy to navigate.
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