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Business Process Automation Platform

Run Microsoft Reporting Services Tool


What is the Run Microsoft Reporting Services Tool?

The Run Microsoft Reporting Services tool automates the running of Microsoft Reporting Services (MSRS) reports.

Two modes are available for running a report as follows:

  • Report Server Mode — An existing report located on a MSRS Report Server is run either on a scheduled basis or based on an event. A connection to the server is set up through Global Configuration which includes the authentication details necessary to access the report.

Run Microsoft Reporting Services Tool

  • Local Mode — A report is imported into BPA Platform which enables it to be run locally. A major benefit of doing this is that you are able to use dynamic data provided by other task steps, such as Database Query (ODBC), or configured as task or step Variables that can be passed to the report at task run-time. The data can then be used to run a report once or many times.

Run Microsoft Reporting Services Tool

The report data exposed by the step can be “delivered” by Output steps such as Send Email (SMTP), Transfer File (FTP), or Save File, and then used to present sophisticated management information, delivered via email or fax, or published to form part of web or intranet content.

New reports are designed in the Microsoft Reporting Services designer environment, so experienced users of this application are able to produce a new report or modify an existing one, and integrate it with BPA Platform.

White Paper - Run Microsoft Reporting Services

White Paper - Run Microsoft Reporting Services

The Run Microsoft Reporting Services white paper introduces the tool.

Download White Paper

Microsoft Reporting Services Tool Features

  • Reports on Report Server are securely accessed via BPA Platform
  • All the power of the Microsoft Report Server at your disposal
  • Import and use existing reports
  • Map dynamic data to the report and any nested sub-reports as run-time parameters
  • Data security parameters passed to the report at run-time

Microsoft Reporting Services Tool: Working with Other Tools

The Run Microsoft Reporting Services tool can interact directly with the following tools:

Consuming from Other Tools

Run Microsoft Reporting Services can consume objects outputted by the following tools:

IconTool NameTool Category
Database Query ODBC ToolDatabase Query (ODBC)Input and Data Connectors
Database Query OLEDB ToolDatabase Query (OLEDB)Input and Data Connectors
Import Flat File ToolImport Flat FileInput
Run Microsoft Reporting Services ToolImport XML DocumentInput
Run Microsoft Reporting Services ToolRetrieve Text MessageInput
Run Microsoft Reporting Services ToolConvert Recordset to XMLFormat
Convert XML to Recordset ToolConvert XML to RecordsetFormat
Run Microsoft Reporting Services ToolTransform DataFormat
Run Microsoft Reporting Services ToolCall TaskExecute
Run Microsoft Reporting Services ToolFilter DataGeneral
Run Microsoft Reporting Services ToolWeb Service ConnectorData Connectors
Run Microsoft Reporting Services ToolApplications Platform ConnectorData Connectors

Objects Consumed

The following objects, outputted by the above tools, can be directly consumed by the Run Microsoft Reporting Services tool:

  • Recordset — Tabular data from any BPA Platform tool capable of exposing such data (see above)
  • XML — XML data from any BPA Platform tool capable of exposing such data (see above)

Exposing to Other Tools

The Run Microsoft Reporting Services tool outputs objects that can be consumed by the following tools:

IconTool NameTool Category
Run Microsoft Reporting Services ToolPrint DocumentOutput
Run Microsoft Reporting Services ToolSave FileOutput
Run Microsoft Reporting Services ToolSend Email (SMTP)Output
Run Microsoft Reporting Services ToolTransfer File (FTP)Output
Call COM Object ToolCall COM ObjectExecute
Run External Program ToolRun External ProgramExecute

The type of output produced by a Run Microsoft Reporting Services step is not set in the tool step. The tool consuming the output determines the type of output produced. The available outputs vary depending on the mode of operation (local or server) and are limited by the consuming tool.

Print Output

A print output of the report is available in both local and server mode using the Print Document tool.

Email Output

Report outputs can be delivered using the Send Email (SMTP) tool and the available types differ depending on the mode and whether the output is required as an attachment or in the message body.

Output TypeLocal ModeServer Mode
 Message BodyAttachmentMessage BodyAttachment
ATOM   
CSV  
EXCEL  
EXCEL OPEN XML  
HTML32  
HTML40  
HTML5

  

IMAGE 
MHTML   
PDF  
PPTX

   
RGDI   
RPL   
WORD  
WORD OPEN XML  
XML  

File Outputs

The Save File Tool can be used to save to a local file system and the Transfer File (FTP) tool to save to a remote server. For both tools, in local mode Excel, Image, PDF, Word formats can be output; Excel and Word Open XML formats are additionally available using SQL Server 2012. In server mode all of the above outputs can be saved (from the table above). The Call Stored Procedure (OLEDB) tool can also consume these outputs in these modes.

Run Microsoft Reporting Services Tool

Connecting to a Microsoft Report Server

You can configure a connection to a Microsoft Report Server where the report is hosted, before adding a Run Microsoft Reporting Services task step. Alternatively, if a report is held locally, it can be either imported into BPA Platform or run from its existing location without having to configure a Microsoft Report Server connection.

You open the Run Microsoft Reporting Services Global Configuration dialog by either:

  • Going to Manage > Tools > Format > Run Microsoft Reporting Services
  • From the Task Manager, expanding BPA Platform > System > Tools > and double-clicking Run Microsoft Reporting Services in the Items List

Adding a Connection to a Report Server

Run Microsoft Reporting Services Tool

Use Properties and Remove to manage existing connections.

By default, the Run Microsoft Reporting Services tool drops the connection to the Report Server after 60 seconds of idle time. Adjust Connection timeout time as required.

Click Add to create a new connection.

Using a Local Report

Run Microsoft Reporting Services Tool

Although there are no mandatory global configuration requirements before using the Run Microsoft Reporting Services tool, you can add custom outputs or change the custom types of a standard output — click Output Formats.

Microsoft Reporting Services Tool: Step Configuration

To add a new Run Microsoft Reporting Services step to an existing task, you either:

  • Click and drag the Run Microsoft Reporting Services icon from the Task Browser to the task Design area.
  • From the task’s Design tab, right-click on empty space and select Add > Format > Run Microsoft Reporting Services.

For a detailed description of how to create new tasks, refer to the product help.

About the General Tab

Run Microsoft Reporting Services Tool

The General tab is used to enter the following details for the step:

  • Name — Enter a meaningful name for the step
  • Description — If required, enter a description of this step
  • Use a recordset or XML output from another step — Enable this parameter if recordset data or an XML document from a previous task step is required when creating the report
    • Source — Contains all available inputs from steps previously created in the task

About the Report Tab

You use the Report tab to provide the report details for this task step. You have three options to running a report:

Run Report on a Microsoft Report Server

Choose this option when you have created a connection to a remote Report Server:

Run Microsoft Reporting Services Tool

From Report Server URL, choose the relevant global connection for this task step. Click Select to choose the Report located on the server.

Whether database credentials are required at task run-time is dictated by the chosen report. If required at run-time, click Edit and enter the credentials (Username and Password) for all listed databases (Data Source Logon Information).

Run Imported Report in Local Mode

Choose this option to import a report from the local hard drive. If the report is located on a network drive, use Run Report Held Centrally in Local Mode.

Run Microsoft Reporting Services Tool

Click Import to select the report. The report is imported into the task step and cached. Subsequent changes to the report are not reflected in the imported report — you must re-import it to get the latest version.

Alternatively, click Edit to open the report in Microsoft Report Builder (locally installed only). You can then Export the report for use elsewhere or as a backup — the report is exported as a .rdlc file.

Whether database credentials are required at task run-time is dictated by the chosen report. If required at run-time, click Edit and enter the credentials (Username and Password) for all listed databases (Data Source Logon Information).

Run Report Held Centrally in Local Mode

Use this option to import a report from either another machine on the network or from a web server. To import a report held locally, that is on the same BPA Platform machine, use Run Imported Report in Local Mode.

Run Microsoft Reporting Services Tool

To import a report from another machine on the network, enable Obtain report from network location. Click Browse to locate and import the report. The report is imported into the task step and cached. Subsequent changes to the report are not reflected in the imported report — you must re-import it to get the latest version.

To import a report from a web server, enable Obtain report from a URL. Click Enter URL to locate and import the report. The report is imported into the task step and cached. Subsequent changes to the report are not reflected in the imported report — you must re-import it to get the latest version.

Whether database credentials are required at task run-time is dictated by the chosen report. If required at run-time, click Edit and enter the credentials (Username and Password) for all listed databases (Data Source Logon Information).

About the Mapping Tab

The Mapping tab uses the Data Transformation Component to map data provided by a previously configured Input step onto the parameters available for the selected report.

Run Microsoft Reporting Services Tool

From here you can:

  • Automatically map where input and output parameter names match
  • Create mappings from a set of transform functions to change the data between input and output
  • Use nested looping to support hierarchical data structures
  • Import and export mappings so that they can be reused in other steps

For a detailed description of how to map data in this tab, refer to the product help.

About the Function Types

A number of functions are available with the data transformation layer:

Run Microsoft Reporting Services Tool

Aggregation Functions

Aggregation functions define operations for specific nodes.

Run Microsoft Reporting Services Tool The Node Count Function

This function counts the number of occurrences of a node in the input recordset or XML document. The result is then passed to the mapped output node.

Run Microsoft Reporting Services Tool The Sum Function

This function calculates the total of the values from all iterations of an element in the input recordset or XML document. The sum of the values is used as the new value to an output element.

Data Functions

Data functions perform operations on input data to generate new output data.

Run Microsoft Reporting Services Tool The Fixed/Dynamic Function

This function passes a static or dynamic value to the output XML schema. Use a variable or recordset column to generate the dynamic data.

Run Microsoft Reporting Services Tool The Run VBScript Function

Use this function to perform VBScript operations to process input data, generate output data, or both.

Lookup Functions

Lookup functions are used to find values in a nominated source, by a key.

Run Microsoft Reporting Services Tool The External Lookup Function

Use this function to lookup values from an external database. This uses existing Database Query (ODBC) or Database Query (OLEDB) global connections.

Run Microsoft Reporting Services Tool The Internal Lookup Function

Use this function to find an alternative value for input data from a predefined lookup table.

Looping Functions

Looping functions loop through the input recordset or XML document to perform functions on all iterations of a node.

Run Microsoft Reporting Services Tool The Interleaved Merge Function

This function loops through the input recordset or XML document and merges data from specified elements into a single occurrence for the mapped output data.

Run Microsoft Reporting Services Tool The Simple Loop Function

This function loops through the input recordset or XML document and creates an output data node for every iteration of an input node it finds.

Run Microsoft Reporting Services Tool The Split by Type Function

This function is the opposite to the Interleaved Merge function in that it takes data from a single input node and splits it into two or more output data nodes.

About the Options Tab

The Options tab allows you to define how errors in this step are handled at task runtime.

Run Microsoft Reporting Services Tool

If the step is aborted, you can choose to Continue processing onto the next step in the task, or terminate the whole task immediately (Abort Task).

White Paper - Run Microsoft Reporting Services

White Paper - Run Microsoft Reporting Services

The Run Microsoft Reporting Services white paper introduces the tool.