You can create and store a data source on the Report Server when you have a data source that you use often. When you create a data source on the Report Server, it is considered a shared data source that can be used by multiple reports.
It is recommended to use shared data sources as much as possible. It is easier to manage and helps keep reports and access to data sources more secure. The shared data sources are always placed on the Data Sources
page and they are accessible to the user depending on the user’s permission.
This section is about data source management in Report Server. Allows you to add, update, share and delete shared data sources on the Report Server. The following image shows the list of options available to manage a data sources.
Data source can be added to Report Server only if the user has Create All Data Sources
permission.
Click on the Create Data Source
button from Data Sources listing page.
While adding datasource we can also add new Dataset to the Report Server either by using
Create New Datasource
option orUse existing Datasource
option.
Click on Create New Datasource
option, it will show enabled connectors like below image.
Choose the data source. Enter the name, description and the other required details of the data source and click on the Save and Create DataSet option.
Enter the name and description of the dataset and click on Proceed to Query Designer
option.
.
After designing dataset click on the save
option.
Read Write Delete
permission for theSpecific Data Source
will be added for the user who created the data source.
Note: Security Content
- A password will be encrypted and saved in the database.
- When the
save password
option is not enabled, the credentials will not be stored in the database, and the system will prompt for the username and password on every occasion.- When the
Save Password
option is enabled, the password is encrypted, and the credentials are stored in the database, preventing the system from prompting for the username and password on every occasion.
Click on Use existing Datasource
option, it will show all existing data sources.
Select the existing data source, click on Connect
button to create new dataset.
Enter the name and description of the dataset and click on Proceed to Query Designer
option.
.
After designing dataset click on the save
option.
Read Write Delete
permission for theSpecific Data Source
will be added for the user who created the data source.
This XML editor provides a user-friendly interface for you to make necessary modifications to the datasource in the Report Server. This means you can make necessary changes to the datasource without downloading it and using a separate text editor.
Click the Actions
button in the datasource grid context menu and select Edit As XML
to edit a datasource.
The respective datasource will be opened in a new tab as XML, allowing you to make modifications, and you can save the edited datasource by publishing it from the XML editor.
This section explains on how to share data sources with the other users in the Report Server.
Click the Actions
button in the Data sources grid context menu and select Sharing Permissions
option.
Click the Manage Access
button.
Select the permission access and the users or groups to share the datasource.
After selecting the access and users or groups, click on the Add
button.
Only the user who have share permission can share the data source with other Report Server users.
The user who will have specific permission can remove the shared report permissions using the Remove
icon in the Actions
column of the each permissions.
This section explains how to update the data sources in Bold Reports.
Click the Actions
in the data sources grid context menu and select Update
option.
The name, description and the other required details can be changed by clicking Update
option in the update data source dialog box.
This option is available on Bold Reports On-Premise Edition from
2.2.28
version.
Data sources can also be deleted from the Report Server when they are no longer required.
Click the Actions
button in the data sources grid context menu and select Delete
to delete the data source.
Data Sources cannot be deleted if a report or dataset uses it.
The following table illustrates the list of available APIs related to datasources in Bold Reports On-Premise.
Action | HTTP Method | Endpoint | Description |
---|---|---|---|
AddDataSource | POST | /api/site/{tenant-name}/v1.0/reports/data-sources | Adds a new datasource to the server. Datasource details must be passed as input. |
UpdateDataSource | PUT | /api/site/{tenant-name}/v1.0/reports/data-sources | Updates the datasource in the server. Updated datasource details must be passed as input. |
GetDataSources | GET | /api/site/{tenant-name}/v1.0/items | Returns the list of datasources for current user. ItemType should be Datasource. |
GetDataSourceLocation | GET | /api/site/{tenant-name}/v1.0/items/{itemId}/location | Returns the item location of the specified datasource. Specific DataSource ID should be passed in path parameter. |
IsDataSourceNameExists | POST | /api/site/{tenant-name}/v1.0/items/is-name-exists | Returns an item existence whether the given datasource name already exists or not in server. Datasource name and ItemType as DataSource should be passed in request body. |
GetDataSourceDetail | GET | /api/site/{tenant-name}/v1.0/items/{id} | Returns the specified datasource details from the server. DataSource item ID should be passed in path parameter. |
DeleteDataSource | DELETE | /api/site/{tenant-name}/v1.0/items/{id} | Deletes the specified datasource from the server. DataSource item ID should be passed in path parameter. |