SQL11UPD06-DEMO-03: Configuring Data Alerts with SQL Server 2012 Reporting Services

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31 Οκτ 2013 (πριν από 3 χρόνια και 7 μήνες)

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Page |
1


SQL11UPD0
6
-
DEMO
-
0
3
:
Configuring Data Alerts with SQL Server 2012
Reporting Services

Demo
nstration

Overview

This
demonstration creates a shared data source, uploads an existing report definition, and then relates the report’s data source
to the newly created data
source. Then
it proceeds to

create a new data alert.
The data alert is tested to first send no notificati
on. Then data is modified to ensure a notification is sent
.

Features

Demo Flow



Requirements

Duration



SQL Server 2012 Database Engine



AdventureWorksDWDenali sample database



SharePoint Server 2010 (any edition)



SQL Server 2012
Reporting S
ervices

(SharePoint integrated mode)



SQL

Server 2012 Reporting Services Add
-
in for SharePoint



Microsoft Outlook 2010

1
0

minutes

SSRS Data Alerts


Data source
creation


Alert creation


Alert testing

Setup


Configuring the demo environment

Demo


Configuring and Testing Data Alerts

Cleanup


Cleaning up the demo environment

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2






Talking Points

Demo
S
teps

Screenshots


1.

Go to the
Source
\
Setup

fol der for thi s demo, and
doubl e
-
cl i ck the
SQL11UPD06
-
DEMO
-
03_setup_AdventureWorksDWDenali.sql

fi l e.

2.

Connect to
the i nstance where the
AdventureWorksDWDenali

database exi sts.

3.

Press
F5

to execute the scri pt.

4.

Cl ose
SSMS
.

5.

Go to
Start | All Programs | Microsoft SharePoint 2010
,
and click
SharePoint
2010 Central Administration
.

6.

Cl i ck
Application Management
, and i n the
Site
Collection

secti on, cl i ck
Create site collection
.

7.

Compl ete al l requi red fi el ds for the new si te col l ecti on.


Ti tl e:
AdventureWorksBI

URL:
/sites/AdventureWorksBI

Templ ate:
Enterpris
e | Business Intelligence Center


8.

Cl i ck OK.

9.

Cl i ck the URL for the newl y created si te col l ecti on.

10.

I n the si te col l ecti on, cl i ck
Data Connections
.

11.

I n the
Library

tab, i n the
Settings

secti on, cl i ck
Library
Settings
.

12.

Cl i ck
Add from existing content types
.

13.

I n the
Available Site Content Types

l i st, sel ect the
Report Data Source

content type, cl i ck
Add
, and then
cl i ck
OK
.



Setup


Configuring the demo environment

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3


14.

Cl i ck
Site Actions

and sel ect
New Document Library
.

15.

Type
Reports

for the
Name

of the Document Li brary,
and cl i ck
Create
.

16.

I n the
Library

tab, i n the
Settings

secti on, cl i ck
Library
Settings
.

17.

Cl i ck
Advanced Settings
.

18.

Cl i ck
Yes

for
Allow management of content types
, and
then cl i ck
OK
.

19.

Cl i ck
Add from existing content types
.

20.

I n the
Available Site Content Types

l i st, sel ect the
Report
Builder R
eport

content type, cl i ck
Add
, and then
cl i ck
OK
.


Note: If an SMTP server is setup and the Reporting Services
service application is configured to use the SMTP service
then there is no further setup required
.

If not, the Reporting Services service applica
tion will need
to be configured to deliver emails to
the C:
\
Email

folder.





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4




This
section

explains how to

create and test data alerts
.

Talking Points

Demo
S
teps

Screenshots

Data al erts can onl y be confi gured on
reports that use data sources
defi ned wi th
stored credenti al s.

1.

Open
Internet Explorer

and navi gate to the SharePoi nt
si te

created duri ng setup.

2.

Cl i ck

the
Data Connections

l i brary.

3.

On the
Documents

ri bbon, from i nsi de the
New

group,
cl i ck the
New Document

down

arrow, and then sel ect
Report Data Source
.

4.

I n the
Name

box, enter
AdventureWorksDWDenali
.

5.

I n the
Connection string

box, enter:


Data Source=<Server Instance>;Initial
Catalog=AdventureWorksDWDenali;


(substi tute <Server I nstance> for the SQL Server
database engi ne i nstance that h
osts the
AdventureWorksDWDenali

database.)


6.

Sel ect the
Stored credentials

opti on.

7.

Compl ete the
User Name

and
Password

boxes usi ng
appropri ate credenti al s for your envi ronment. The
credenti al s must have read permi ssi on on the
AdventureWorksDWDenali

database.

8.

Check the
Use as Windows credentials

checkbox.

9.

Cl i ck
OK
.




Demo


Configuring and Testing Data Alerts

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5


The Paci fi c Profi tability report i s desi gned to
moni tor the profi tabi l ity of sal es i n the
Paci fi c regi on.

Once upl oaded, i t wi l l be associated wi th
the shared data source created i n
the
previ ous task.

10.

Navi gate to the
Reports

l i brary.

11.

On the
Documents

ri bbon, from i nsi de the
New

group,
cl i ck the
Upload Document

down

arrow, and then sel ect
Upload Document
.

12.

I n the
Reports

wi ndow, cl i ck
Browse
.

13.

I n the
Choose File to Upload

wi ndow, navi gate to the
Assets

fol der
l ocated i n the source fol der for

thi s
demonstrati on.

14.

Sel ect the
Pacific Profitability.rdl

fi l e, and then cl i ck
Open
.

15.

I n the
Reports

wi ndow, cl i ck
OK
.

16.

I n the
Reports

wi ndow, cl i ck
Save
.

17.

To associate the shared data sou
rce, hover over the
report, cl i ck the downarrow, and then sel ect
Manage
Data Sources
.

18.

Cl i ck the
AdventureWorksDWDenali

l i nk.

19.

To the ri ght of the
Data Source Link

box, cl i ck the el l i psis
button.

20.

I n the
Select an Item

wi ndow, cl i ck the
Up

link.

21.

Cl i ck the
Dat
a Connections

l i brary.

22.

Sel ect the
AdventureWorksDWDenali

data source, and
then cl i ck
OK
.

23.

To compl ete the confi gurati on of the report’s data
source, cl i ck
OK
.

24.

Cl i ck
Close
.









Data al erts are defi ned on the feeds
avai l able from the report.

Al erts are

defi ned based on condi ti ons.

Al erts can be defi ned to start and end at a
defi ned date/ti me.

25.

To vi ew the report, cl i ck the
Pacific Profitability

report.

26.

Expl ai n that the report di spl ays a gauge that descri bes
profi tabi l ity and status. Poi nt out that the pr
ofi tabi l ity i s
i n a heal thy range (defi ned by the green range).

27.

Expl ai n that you want to be noti fi ed i f the profi tabi lity
drops beneath
10%
.

28.

On the
Actions

menu, sel ect
New Data Alert
.

29.

I n the
New Data Alert

wi ndow, on the l eft si de, poi nt
out the feed named
Profitability

whi ch consi sts of a
si ngl e fi el d named
ProfitValue
.

30.

On the ri ght si de, cl i ck
(Add rule…)
, and then sel ect
ProfitValue
.

31.

Cl i ck
is
, and then select
is less than
.

32.

Cl i ck to the ri ght of i s l ess than, and i n the box, enter
0.1

(representi ng
10%
).

33.

I n the
Email settings

secti on, i n the
Recipient(s)

box,
enter
me@adventureworks.com
.

34.

I n the
Description

box, enter
Profitability is off target
.








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6


35.

Cl i ck
Save
.

Data
al erts can be managed by the user that
created them.

Al erts can be run to test them i mmedi atel y.

36.

I n the top l eft corner, cl i ck the
Reports

l i nk.

37.

To confi gure a data al ert, hover over the report, cl i ck the
down

arrow, and then sel ect
Manage Data
Alerts
.

38.

Ri ght
-
cl i ck the al ert, and then sel ect
Run
.

39.

Rel oad the web page.

40.

Poi nt out that the status that confi rms that no al ert was
sent.


Expl ai n that thi s task wi l l si mul ate a change
of profi tabi l ity for the Paci fi c regi on.

41.

Go to
Start | All Programs | Microsof
t SQL Server 2012
,
and o
pen
SQL Server Management Studio (SSMS)
.

42.

Connect to the i nstance where the
AdventureWorksDWDenali

database i s i nstalled.

43.

On the
File

menu, sel ect
Open | File
.

44.

I n the
Open File

wi ndow, navi gate to the
Assets

fol der
l ocated i n the source fol der for thi s demonstrati on.

45.

Sel ect the
UpdateProfitability.sql

fi l e, and then cl i ck
Open
.

46.

Expl ai n that thi s scri pt wi l l update the profi tabi l ity val ue
to
-
4%
.

47.

Press
F5

to execute

the scri pt.


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7


When a data al ert condi ti on
i s met, and
emai l wi l l be sent to the reci pi ent(s).

The emai l i ncl udes a l i nk to the report so
t
hat i t can be vi ewed on demand.

48.

Swi tch to the I nternet Expl orer wi ndow.

49.

Re
-
run the alert again.

50.

Rel oad the page unti l the status confi rms that an al ert
was sent
.

51.

I f your envi ronment i s confi gured for
emai l

del i very,
open Mi crosoft Outl ook, otherwi se open Wi ndows
Expl orer, n
avi gate to the
emai l
fol der,
d
oubl e
-
cl i ck the
emai l fi l e, and show the emai l.

52.

Cl i ck the
Pacific Profitability

l i nk to show the l atest vi ew
of the report, and to confi rm that the profi tabi lity i s off
target.





Page |
8



Talking Points

Demo
S
teps

Screenshots


1.

Go to the
Source
\
Setup

fol der for thi s demo, and
doubl e
-
cl i ck the
SQL11UPD06
-
DEMO
-
03_
cleanup
_AdventureWorksDWDenali.sql

fi l e.

2.

Connect to
the i nstance where the
AdventureWorksDWDenali

database exi sts.

3.

Press
F5

to execute the scri pt.

4.

Cl ose
SSMS
.

5.

Go to
Start | All Programs | Microsoft SharePoint 2010
,
and click
SharePoint 2010 Central Administration
.

6.

Cl i ck
Application Management
, and i n the
Site
Collection

secti on, cl i ck
Delete a

site collection
.

7.

Cl i ck the button next to
Site Collection
, and sel ect
Change Site Collection
.

8.

Cl i ck the
/sites/AdventureWorksBI

si te col l ecti on, and
cl i ck
OK
.

9.

Cl i ck
Delete
.

10.

Cl i ck
OK

when asked for confi rmati on.


Note: If necessary, restore the Reporting Services service
application email settings and delete the C:
\
Email folder
.



Cleanup


Cleaning up the demo environment