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Enterprise Reporter 3.2.2 - Report Manager User Guide

Quest Enterprise Reporter Report Manager Introducing the Report Manager Running and Scheduling Reports Creating and Editing Reports Troubleshooting Issues with Enterprise Reporter

Configuring Knowledge Portal

In order to configure the Report Manager so that you can publish reports, you must provide:

•
The reporting services URL that hosts Knowledge Portal as configured in SSRS.
This must be entered in the form http://<servername>/<instancename>.
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A user account for accessing the reporting services URL.
The account must have access to the URL.
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A shared data source, to be used by all reporting administrators.
If the data source doesn’t exist, it is created. You can use an existing data source by entering its name. The data source is automatically linked to your Enterprise Reporter database. You need to provide an account that is able to access the Enterprise Reporter database and has been given appropriate rights to read collected data from the database. The account needs to be in the Reporter_Reporting_Admins or Reporter_Reporting_Operator groups.
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NOTE: Only reporting administrators can configure and publish to Knowledge Portal.
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NOTE: For information on configuring Knowledge Portal, see the product documentation included on your CD or download package.
To configure Knowledge Portal for publishing reports
1
On the System Configuration page, click Configure Knowledge Portal used by Enterprise Reporter.
2
Enter the reporting services URL.
3
Open the Credential Manager and select or add an account.
For more information, see Using the Credential Manager .
4
Test your connection.
5
Enter a name for your shared data source.
If you have previously created a shared data source that you want to use, enter the same name. If you are setting up a new data source, it will be created using the provided name the first time a report is published.
6
Choose the type of authentication.
7
Open the Credential Manager and select or add an account that can access the Enterprise Reporter database.
8
Click OK.

Publishing Reports to Knowledge Portal

Reporting administrators can publish any report to Knowledge Portal. Once published, users with access can generate these reports from a web browser.

You can publish an entire container at once. All reports in the container will appear in a flat list, even if they were originally in a subcontainer in Enterprise Reporter.

If you intend to publish reports to a custom path in SQL Server Reporting Services (SSRS), additional permissions must be configured.

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For any path outside of the QKP | Enterprise Reporter path and its subdirectories, the Reporter_Reporting_Admins and Reporter_Reporting_Operators groups must be given to the SSRS Browser role on the QKP | Enterprise Reporter | Shared Resources location.
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TIP: Before publishing a report, verify that a report with the same name has not already been published. Reports with the same name will be overwritten automatically.
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CAUTION: You should verify any reports that have been published with errors. Use the Open Log option to examine details in the log and determine what issues to resolve. Some features, such as scripts, which are possible in Enterprise Reporter, are not supported by Knowledge Portal. When you run a report in Knowledge Portal with filters, data types, fields or controls that are not supported, the field will appear as undefined. You can modify the report to resolve the errors in Enterprise Reporter (see Editing Reports ) and then republish it. For example, you could change an operator.
To publish reports to Knowledge Portal
1
On the Report tab, right click any report or container.
You can select multiple reports.
You cannot publish the default containers: My Reports, Published Reports or Report Library.
2
Click Publish to Knowledge Portal.
3
If you are only publishing a single report, you can modify the name.
4
If you want to create or publish to a folder, type the path structure.
The full URL to the published report is shown.
5
Click OK.
6
A dialog box displays each step of progress during publishing.
Any errors encountered during publishing are also displayed.
7
If your report published successfully, click Close.

You can now run this report from Knowledge Portal. For details, see your Knowledge Portal administrator or see the Knowledge Portal User Guide in the Technical Documentation.

- OR -

If your report had errors, click Open Log and examine the details in the log to determine what issues to resolve, then click Close.

Troubleshooting Issues with Enterprise Reporter

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Troubleshooting Connectivity Issues
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Troubleshooting Connection Timeouts
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Troubleshooting Credential Change Failures
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Auditing Report Manager Activity
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Exporting Logs from the Report Manager
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Resolving Issues in the Report Manager
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Troubleshooting Issues with Quest Knowledge Portal
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Troubleshooting Connectivity Issues

Each console maintains connections to the Enterprise Reporter server and to the SQL Server® database that stores Enterprise Reporter data. A loss of either connection causes problems. Figure 4 outlines the connections between the components and the server and database.

Figure 4. Connections between components and the server and database.
Topics:  
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Restoring a Connection to the Enterprise Reporter Server
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Restoring a Connection to the Enterprise Reporter Database
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