Description
In this Hands On Lab you will learn how to define a data alert to notify you when salespeople do not achieve at least the 1% profitability target.
Overview
In this lab, you will define a data alert to notify you when salespeople do not achieve at least the 1% profitability target.
Objectives
The objectives of this exercise are to:
- Create a shared data source
- Upload a report and relate it to the shared data source
- Preview a report and create a data alert
- Run the data alert and review the email notification
System Requirements
You must have installed the following items to complete this lab:
- Microsoft Office:
- Microsoft SQL Server 2012:
- Database Engine
- Reporting Services
- Reporting Services Add-in for SharePoint
- Adventure Works for SQL Server 2012
- SharePoint Server 2010 Enterprise Edition
- Silverlight
Setup
The setup and configuration for this lab involves running a Setup script included with the training kit. To run all setup tasks for this lab:
Task 1 – Configuring AdventureWorksDW2012 Database
This process may require administrative privileges.
- Open a Windows Explorer window and browse to the lab’s folder.
- Right click on it, and click on Properties
- In the Security tab, click on Edit
- In the opened window, click on Add
- Add Everyone role to the folder’s permissions and click Ok
- Grant Full Access control to it by checking the Full Access Checkbox and click Ok
- Click Ok
- Browse to the lab’s Source\Setup folder.
- Double-click the Setup.cmd file in this folder to launch the setup script and run all setup tasks for this lab.
- If the User Account Control dialog is shown, confirm the action to proceed.
Task 2 – Creating a Site Collection
- To open Central Administration, click the Start button, and then select All Programs | Microsoft SharePoint 2010 Products | SharePoint 2010 Central Administration.
- Login using Administrator credentials, if required.
- Click Application Management.
- Click Create Site Collections.
Configure the new site collection based on the following table.
Title |
AdventureWorksBI |
URL |
/sites/AdventureWorksBI |
Template |
Enterprise | Business Intelligence Center |
Primary Site Collection Administrator |
<Administrator username> |
Task 3 – Modifying the Site’s Data Connection Library
- In the new Site Collection, click Data Connections on the Quick lunch bar.
- Click the Library tab, and then click Library Settings.
- Inside the Content Types section, click Add from existing site content types.
- Select Report Data Source and click Add.
- Click OK.
Task 4 – Creating a Document Library
- Click Libraries on the Quick lunch bar.
- Click Create.
- Select Document Library and click More Options.
- On the Name text field, write Reports.
- Click Create.
- Click Library Settings in the newly created Document Library.
- Click Advanced Settings, enable Allow management of content types, and click OK.
- Click Add from existing content types.
- Select Report Builder Report and click Add.
- Click OK.
Cleanup
There is no need to cleanup if you intend to continue the sequence of labs in this training kit.
Task 1 – Dropping the AdventureWorksBI SQL Server Database.
- To drop the AdventureWorksBI SQL Server database, execute the Cleanup.cmd script located under the Setup folder in the Source folder of this lab.
Task 2 – Deleting the AdventureWorksBI Site Collection
- To open Central Administration, click the Start button, and then select All Programs | Microsoft SharePoint 2010 Products | SharePoint 2010 Central Administration.
- Login using Administrator credentials, if required.
- Click Application Management.
- Click Delete a Site Collection.
Exercises
This Hands-On Lab comprises the following exercise:
- Working with Data Alerting
Estimated time to complete this lab: 15 minutes