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Data sources management in Report Server

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.

Options available to manage data sources in the Report Server

Add or create data sources

Data source can be added to Report Server only if the user has Create All Data Sources permission.

Steps to add a data source

  1. Click on the Create Data Source button from Data Sources listing page.

    Create data source menu option

    While adding datasource we can also add new Dataset to the Report Server either by using Create New Datasource option or Use existing Datasource option.

  2. By default, Create New Datasource will be chosen. Data source can be created with connections to any one of the following data source types.

    Set data source properties

    Note: We have provided support to create datasource using the WEB API.

  3. Enter the name and description of the data source. Then provide the name and authentication type of the server and select the database.

    Set data source properties

    You can create datasource using the connection string by clicking on the advanced options.

    Set data source existing

  4. Click on Sava and Create Dataset button to create a new dataset by connecting with newly created datasource.

  5. Enter the name and description of the dataset and click on Proceed to Query Designer option.

    Proceed to designer.

  6. After designing dataset click on the save option.

    Read Write Delete Download permission for the Specific Data Source will be added for the user who created the data source.

Edit Datasource as XML

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.

  1. Click the Actions button in the datasource grid context menu and select Edit As XML to edit a datasource.

    Proceed to designer.

  2. 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.

    Proceed to designer.

Update data sources

This section explains how to update the data sources in Bold Reports.

Steps to update the data source

  1. Click the Actions in the data sources grid context menu and select Update option. Update datasource menu option

  2. The name, description, data source type, connection string, and credential details to connect to the specified data source type can be changed by clicking Update option in the update data source dialog box. Update option

This option is available on Bold Reports On-Premise Edition from 2.2.28 version.

Delete data source

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. Delete a data source

Data Sources cannot be deleted if a report uses it.

REST API Reference

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.