You can create and store a data source on the Report Server when you have data source that you use often. When you create or upload a data source to Report Server, it is considered as 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 help to keep reports and the data sources access more secure. The shared data sources always placed in the Data Sources
page, they are accessible to the user depending on the user’s permission.
This section about data sources management in Report Server. Allows you to add,delete shared data sources in the Report Server. The following image shows the list of options available to manage a datasources.
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.
By default, Create New Datasource
will be chosen. Data source can be created with connections to any one of the following data source types.
Note: We have provided support to create datasource using the
WEB API
.
Enter the name and description of the data source. Then provide the name and authentication type of the server and select the database.
You can create datasource using the connection string by clicking on the advanced options.
Sava and Create Dataset
button to create a new dataset by connecting with newly created datasource.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 Download
permission for theSpecific Data Source
will be added for the user who created the data source.
This section explains on how to share data sources with the other users in the Report Server.
Actions
button in the Data sources grid context menu and select Sharing Permissions
option.
Share To
tab. Select the permission access from the Select Access
dropdown and select the users or groups to share the data source.
After selecting the access and users or groups, click on the Share
button.
Only the user who created the data source can share the data source with other Report Server users.
This section explains how to update the data sources in Bold Reports.
Actions
in the data sources grid context menu and select Update
option.
Update
option in the update data source dialog box.This option is available on Bold Reports On-Premise Edition from
2.2.28
version.
Click on the Shared With
tab. The user who created the data source can remove the shared data source permissions using the Remove
option in the Actions
column of the each permissions.
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 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. |