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Quest Knowledge Portal 2.11 - Install Guide

Configuration

Configuring Data Sources



Data sources are databases that store the information used in the reports. Knowledge Portal uses the concept of shared data sources defined by Microsoft SQL Server Reporting Services. For more information about shared data sources, see Microsoft SQL Server Reporting Services documentation, for example, the https://docs.microsoft.com/en-us/sql/reporting-services/report-data/data-connections-data-sources-and-connection-strings-report-builder-and-ssrs">Data Connections, Data Sources, and Connection Strings (Report Builder and SSRS) article.

During the Report Pack setup process, predefined data sources are configured to point to corresponding databases. After installation, they are available when you click Data Sources in the Knowledge Portal.

If the data sources were not configured during the Report Pack setup, you should do it manually before you start generating reports. Sample procedure described in this section helps you associate predefined data source with your database. You can take similar steps to associate other data sources with the product databases.

To associate a data source with the product database

  1. Click Data Sources in the left pane and select the required data source.
  2. In the right pane, select Modify Data Source from the Manage Data Source menu to start the wizard.
  3. On the Specify Data Source Name step, click Next.
  4. On the Select Authentication Mode step of the wizard, specify the SQL Server where the product database resides, and select authentication method to be used for database access. Supply access credentials if required.

Note: To use Windows authentication, make sure the account you supply has the Logon as a service right if the client computer is running Windows 2003 or later.

If you select Integrated Windows authentication, the SQL server will be accessed under the account of user currently logged on. (For details, see the Configuring Access Rights topic). In this case, however, the Temporary Tables Clean-up job cannot be scheduled.

  1. On the Select Database step, select the database you want to be associated with the data source, for example, Test_DB.
  2. On the Select Products step, select the product that collects data to this database.
  3. Finish the wizard.

Configuring Access Rights

It is recommended that you study this section to understand which accounts should be provided with which access rights.

To generate a report using the Reporting Services and fill it in with data stored in SQL Server database, a user should be able to operate as follows:

  • Use one account (ACCOUNT1) to access the Reporting Services and work with reports (forms that data is presented in)—that is, to create, delete, edit, and organize reports. This account works within Reporting Services security context.
  • Use another account (ACCOUNT2) to render data from the data source associated with the report—that is, to read data from the database, probably, create some temporary tables and clean them up, and so on. This account works within SQL Server security context.

Note: Usually, this account is configured by the Knowledge Portal administrator and stored securely on server.

So, to successfully generate a report and fill it with data, these accounts should be granted appropriate permissions in both of the following ways:

  • Via the Reporting Services role assigned to ACCOUNT1 in the report's security settings (described below), in order to work with data presentation form (report)
  • Via the SQL Server database role assigned to ACCOUNT2 by your database administrator, for working with the data itself (data source).

Note: You can use SSRS site-wide security settings, for example, to provide System User role to the users who need to work with Report Builder, and item-level security - to grant the necessary permissions on certain items (reports, folders, etc.) Refer to Using Role-Based Security for more information.

For different deployment scenarios and authentication methods to be used, refer to the Connection to Knowledge Portal and Product Database topic.

For minimal rights, permissions, and roles required for working with the Knowledge Portal, refer to the Minimal Rights and Permissions topic.

Using Shared Data Sources

To simplify database access provisioning for ACCOUNT2, it is recommended that you configure the reports in the Report Pack to use credentials stored on server. For that, you can use the SSRS Report Manager, or Knowledge Portal Property Manager Wizard.

To configure report's data source using Report Manager

  1. In Knowledge Portal, select a report in the reports tree.
  2. Click Change Report Properties from the Manage Report options in the right pane. You are taken to Report Manager displaying report Properties page.
  3. Click Data Sources, and for all data sources on that tab, select A shared data source option:
  4. If no data source is specified, browse for the one you need.
  5. Click Apply, then click Back to return to the Knowledge Portal.
  6. Click the Data Sources tab, and select the necessary data source. Click Change Data Source Properties from the Manage Data Source menu options in the right pane. You are taken to Report Manager displaying data source Properties.
  7. In the Connect using list of options, select Credentials stored securely in the report server:
  8. Supply the user name and password to be used; if needed, select the check boxes with the corresponding options.
  9. Click Apply, then click Back to return to Knowledge Portal.
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