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Microsoft Dynamics CRM 4.0 : SQL Server Reporting Services Integration (part 2) - Install the Reporting Server on the Same Server as the Microsoft SQL Server

6/15/2012 11:35:33 AM

Install the Reporting Server on the Same Server as the Microsoft SQL Server

Figure 9 shows a deployment that has SQL Server and Reporting Services on the same machine.

Figure 9. Reporting server on the same server as SQL Server.


  • Pro

    • Simple deployment.

    • The reporting server is the same server as the SQL server.

    • You can use a service account or Kerberos authentication to get user-specific data.

    • If the SQL server is clustered, Reporting Services can be load balanced.

  • Con

    • Adds additional load on the SQL server.

    • Usually database administrators are very strict about the applications that run on the SQL server.

The installation steps are as follows:

1.
Log in to the SQL server.

2.
Navigate to the Microsoft SQL installation setup.

3.
Launch setup.

4.
Click Next to install the prerequisites.

5.
Click Next on the Welcome screen.

6.
Click Next on the Prerequisite Check.

If IIS and ASP.NET are not installed/configured on the server, cancel the setup and configure IIS and ASP.NET using the application server role, and then restart the setup.

7.
Enter the product key and click Next.

8.
On the Components to Install screen, select the following components:

  1. SQL Server Database Services

  2. Reporting Services

  3. Workstation components, Books Online, and development tools (recommended)

9.
Click Advanced.

10.
On the Documentation, Samples, and Sample Databases screen, deselect Sample Databases and Sample Code and Applications (recommended).

11.
Click Next.

12.
On the Instance Name screen, you can specify an instance name for Reporting Services and database engine. If you want to install it on the default instance instead, select Default Instance (MSSQLSERVER).

13.
On the Service Account screen, do the following:

Specify a domain user account.

14.
Start SQL Agent as Automatic Startup.

15.
Click Next.

16.
Specify Windows Authentication on the Authentication Mode screen (recommended).

17.
Click Next.

18.
Select the appropriate collation. If unsure, use default values.

19.
Click Next.

20.
On the Report Server Installation Options screen, select Install the Default Configuration.

21.
Click Next to begin installation.

The following configuration steps are required only if you did not configure at the time of installation:

1.
Click Start.

2.
Click Microsoft SQL Server 2005.

3.
Click Configuration Tools.

4.
Click Reporting Services Configuration.

5.
Start Reporting Services (if not started already; see Figure 10).

Figure 10. Report server status.

6.
Create a virtual directory (by default, ReportServer), as shown in Figure 11.

Figure 11. Report server virtual directory settings.

7.
Create a virtual directory for report storage (by default, Reports), shown in Figure 12.



Figure 12. Report Manager virtual directory.

8.
Select the appropriate identity (as chosen in the earlier steps), see Figure 13.

Figure 13. Windows service identity.

9.
Confirm the web service identity (Figure 14) and the service accounts running the application. This needs to be either a service account accessing the data source or Kerberos authentication needs to be enabled.

Figure 14. Web service identity.

10.
Select the database location of the report server, as shown in Figure 15. This is a required configuration for running the service in a load-balanced environment.

Figure 15. Database setup.

11.
On the Initialization screen, select Initialize the Reporting Server.

The verification steps are as follows:

1.
Before beginning the configuration, verify whether the following services are running:

  1. SQL Server

  2. Reporting Services

  3. SQL Server Agent

2.
Navigate to http://localhost/reports or https://localhost/reports (if you enabled SSL on your server). You should see the Report Manager home page.
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