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 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, update, share and delete shared data sources in the Report Server. The following image shows the list of options available to manage a datasources.

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.

   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.

Create New Datasource

1. Click on Create New Datasource option, it will show enabled connectors like below image.
2. 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.
3. Enter the name and description of the dataset and click on Proceed to Query Designer option. .

4. After designing dataset click on the save option.

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

Use existing Datasource

1. Click on Use existing Datasource option, it will show all existing data sources.
2. Select the existing data source, click on Connect button to create new dataset.
3. Enter the name and description of the dataset and click on Proceed to Query Designer option. .

4. After designing dataset click on the save option.

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

Share data sources

This section explains on how to share data sources with the other users in the Report Server.

Steps to share a data source

1. Click the Actions button in the Data sources grid context menu and select Sharing Permissions option.
2. Click the Manage Access button.
3. Select the permission access and the users or groups to share the datasource.

4. 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.

Remove data source Permission

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.

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.
2. 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.

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.

Data Sources cannot be deleted if a report or dataset uses it.

REST API Reference

The following table illustrates the list of available APIs related to datasources in Bold Reports On-Premise.