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Configure reporting (Duet Enterprise)

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Applies to: Duet Enterprise for Microsoft SharePoint and SAP

This article describes how to configure the reporting site that has models and resources on Microsoft SharePoint Server 2010 to communicate with the SAP system for Duet Enterprise for Microsoft SharePoint and SAP. The ability to run and view SAP reports in SharePoint Server is an optional Duet Enterprise feature. This article describes how to configure the reporting solution for a specific Web application.

The steps in this section assume that you have already created and extended the Web application that you will use for your reporting site and have installed the models on that Web application. You should have identified or created the Web application earlier, in Configure secure communications between the SharePoint and SAP environments (https://go.microsoft.com/fwlink/p/?LinkId=205812). If you have not yet done this, create and extend the Web application before you continue.

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If you have already created the Web application and you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), the URL of the Web application on which you will configure the reporting solution is listed in the “URL of Web application for Duet Enterprise sites” row of Table 1 of the worksheet.

To enable reports, perform the steps in this section in the listed order.

In this article:

  • Ensure that the Business_Data_Connectivity_service is started and configured

  • Configure the thisProduct_installer.exe.config file for reporting

  • Configure the Reporting solution

  • Prepare a reporting site

Ensure that the Business Data Connectivity service is started and configured

To complete the procedures in this article the Business Data Connectivity service must be running. Complete this procedure to ensure that the Business Data Connectivity service that you are using for Duet Enterprise is running.

Note

You must be a member of the Farm Administrators group or an administrator of the instance of the Business Data Connectivity service.

To ensure that the Business Data Connectivity service is started and configured

  1. On the Central Administration Web site, in the System Settings section, click Manage services on server.

  2. If the Business Data Connectivity service is stopped, start it.

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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392) the name of this service is listed in the “BDC service name” row of Table 1 of the worksheet.

Configure the DuetConfig.exe.config file for reporting

Use this procedure to configure parameters that are used by the reporting feature. This procedure assumes that a site collection already exists within the Web application on which you want to create a reporting site. If it does not, you must first create one. For information about how to create a site collection, see Create a site collection (SharePoint Server 2010) (https://go.microsoft.com/fwlink/p/?LinkID=205659). Note that when you create a site collection, you can use any site collection template.

Note

You must be a member of the SharePoint Farm Administrators group to complete this procedure.

To configure the DuetConfig.exe.config file for reporting

  1. Open a Command Prompt window and go to the <drive>:\Program Files\Duet Enterprise\1.0 folder.

    where <drive> is the drive on which the Duet Enterprise files are stored.

  2. At the prompt, type notepad DuetConfig.exe.config and then press ENTER.

    The DuetConfig.exe.config file opens in Notepad. The following example is an excerpt of the Reporting node of the DuetConfig.exe.config file.

    <Reporting>
   <add key="ReportPublisherAccount" value="NotSet" />
   <add key="ReportPublishingUrl" value="NotSet"/>
</Reporting>

  3. The following table describes the purpose of the keys in the Reporting node:

    Key

    Comment

    ReportPublisherAccount

    Account name, in the format Domain\User_Name, that you want to use to authorize reports to be sent from the SAP environment to SharePoint Server 2010.

    ReportPublishingUrl

    URL of the root site and port number of the Web Application that you created for the Report Publishing site in an earlier procedure. We recommend that you use the fully qualified domain name and port number for this URL. For example, https://corp.contoso:443.

  4. Change the value of ReportPublisherAccount to the account name that you want to use to authorize reports to be sent from the SAP environment to SharePoint Server 2010. You must type this value in the format domain\UserAccount.

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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), this account is listed in the “Report publisher account” row of Table 3 of the worksheet.

  5. Change the value of the ReportPublishingUrl key to the URL and port number of the SSL enabled zone of the Web application that you created earlier in Configure secure communications between the SharePoint and SAP environments (https://go.microsoft.com/fwlink/p/?LinkId=205812) For example, https://contoso:443.

       
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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), this URL is listed in the “URL of Web application for Report Publishing” row of Table 1, of the worksheet.

  6. Save and close the DuetConfig.exe.config file.

Configure the Reporting solution

Use this procedure to enable a Web application to receive reports. This procedure configures the reporting solution on the Web application that you specify.

Note

You must be a member of the Farm Administrators group to complete this procedure.

To configure the Reporting solution

  1. Open a Command Prompt window and open<systemdrive>:\program files\Duet Enterprise\1.0.

  2. At the prompt, type DuetConfig /configuresolution “Reporting” /webappurl “http://WebAppName: Port”

    where WebAppName is the name of the Web application that you want to configure to receive reports. If a host name was assigned to the web application and mapped in AD DS, use the host name. Otherwise, for a single server deployment on which a host name has not been assigned to the web application, use the NetBIOS name of the computer running SharePoint Server 2010. Port is the port number of the customer-facing zone of that Web application.

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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), this URL is listed in the “URL of Web application for Duet Enterprise sites” row of Table 1 of the worksheet.

    Tip

    The name of the BDC model “Reporting” is case-sensitive.

  3. Press Enter.

  4. When successfully configured, the Command Prompt window displays the following:

    “Solution successfully configured.”

Prepare a reporting site

The site collection, called the Duet Enterprise sites, that is provided with the Starter Services solution includes a site for requesting and receiving reports. For the purpose of this article, this site will be called a reporting site. If you will not deploy Starter Services, as described in Configure Starter Services (https://go.microsoft.com/fwlink/p/?LinkId=205817), you must perform the procedures in this section. Otherwise, if you will create the site collection that is provided with the Starter Services solution, you do not need to complete the following procedures and you can go to Configure SAP Workflows (https://go.microsoft.com/fwlink/p/?LinkId=205816).

To create and configure a reporting site, complete the procedures in this section in the order listed.

Create a reporting site

This procedure assumes that a site collection already exists within the Web application on which you want to create a reporting site. If it does not, you must first create one. For information about how to create a site collection, see Create a site collection (SharePoint Server 2010) (https://go.microsoft.com/fwlink/p/?LinkID=205659). Note that when creating a site collection, it does not matter which site collection template you choose.

Note

You must be a member of the Farm Administrators group to complete this procedure.

To create a reporting site

  1. In a browser, open the top-level site of the site collection in which you want to create your reporting site.

  2. On the Site Actions menu, click New Site.

  3. On the New SharePoint Site page, in the Title and Description section, type a title for your reporting site in the Title box and optionally type a description in the Description box.

  4. In the Web Site Address section, type the last part of the URL that you want for your reporting site.

  5. In the Template Selection section, on the Collaboration tab, select the Blank Site template.

  6. Click Create.

    The site you created appears. Leave the Web page open in the browser. You will need it for the next procedure.

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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392) add the URL of your report receiver site to the “Reporting site URL” row of Table 1 of the worksheet.

    Note

    If Microsoft SQL Server 2008 Reporting Services (SSRS) is configured on a server running SharePoint Server, the default URL for the Report Manager might conflict with the default URL for the Duet Enterprise reporting site. The conflict might cause an error when a user browses to the reporting site.
    This conflict occurs when both of the following conditions exist:

    • The Duet Enterprise reporting site was created on a host-named site collection or the reporting site was created on the default Web site on port 80.

    • The Duet Enterprise Sites template was used to create the site collection.

    In this scenario, by default, the URL of the reporting site will be http://contoso/Reports because the host-named site collection, “contoso”, was created by using the Sites template. This URL for the reporting site conflicts with the URL of the Report Manager.
    To change the URL of the reporting site, on the Site Actions menu, click Site Settings. In the Look and Feel section, click Title, description, and icon, and then type a new Web site address.

Add users to the reporting site

Depending on whether you accepted the default setting to use the same permissions as the parent site when you created the reporting site, and depending on whether you want to grant permissions to the reporting site to additional users, you might need to add users who you want to be able to access the reporting site. For information about how to add users to a SharePoint site, see Roadmap: Grant permissions for a site (https://go.microsoft.com/fwlink/?LinkID=205820)

Activate reporting features at the site-collection level

Use this procedure to enable reporting features at the site-collection level of the site collection that contains the reporting site.

Note

You must be a site collection administrator to complete this procedure.

To enable reporting features at the site-collection level

  1. In a browser, open the reporting site that you created. For example http://hostname:port/ReportReceiver/default.aspx.

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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), the URL of your reporting site is listed in the “Reporting site URL” row of Table 1 of the worksheet.

  2. On the reporting site, above the Quick Launch, click Navigate Up (next to Site Actions), and click the link to the top-level site.

  3. On the Home page of the top-level site, on the Site Actions menu, click Site Settings.

  4. On the Site Setting page, in the Site Collection Administration section, click Site collection features.

  5. On the Site Collection Administration Features page, in the Duet Enterprise Reports Content Types row, click Activate.

  6. Verify that the following features are Active. If they are not active, activate them.

    • Advanced Web Analytics

    • Disposition Approval Workflow

    • Duet Enterprise Reports Content Types

    • Library and Folder Based Retention

    • SharePoint Server Standard Site Collection Features

Activate reporting features on the reporting site

Note

You must be a member of the Site Owners group to complete this procedure.

To enable reporting features on the reporting site

  1. In a browser, open the reporting site.

  2. On the Site Actions menu, click Site Settings.

  3. On the ReportReceiver Site Settings page, in the Site Actions section, click Manage site features.

  4. On the ReportReceiver, Site Settings, Features page, click Activate next to the Duet Enterprise Reporting feature.

    Note

    When you enable the Duet Enterprise Reporting feature, the Content Organizer feature is automatically enabled.

  5. In the Libraries pane, click Reports.

Provide OBAFileReceiver URL to SAP administrator

In order for the SAP administrator to create a logical port to support the reporting solution, you must provide the SAP administrator with the URL to the OBAFileReceiver Web Service Description Language (WSDL) file and the user name and password of the report publisher account.

Note

You must be a member of the SharePoint Farm Administrators group to complete the following procedure.

To provide OBAFileReceiver URL to SAP Administrator

  1. In a browser, open the reporting site that you created earlier. For example, http://hostname:port/sites/Reports/default.aspx.

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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), the hostname:port part of this URL is listed in the “URL of Web application for Report Publishing” row of Table 1, of the worksheet.

  2. In the address box of a browser, change the last part of the URL (default.aspx) to “_vti_bin/OBAFileReceiver.asmx?wsdl”.

    For example if the URL of the reporting site was http://contoso/sites/Reports/default.aspx, your URL would now be http://contoso/sites/Reports/_vti_bin/OBAFileReceiver.asmx?wsdl.

    Note

    The URL of the OBAFileReceiver can be any valid site that exists in the Web application and that can be accessed from the SAP system.

  3. Change the first part of the URL from http to https.

    For example, https://contoso/sites/Reports/_vti_bin/OBAFileReceiver.asmx?wsdl.

  4. Give this URL to the SAP administrator.

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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), add this URL to the “URL to OBAFileReceiver for reporting“ row of Table 1, of the worksheet.

  5. Give the user name and password of the report publisher account to the SAP administrator.

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    If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), this account name and password are listed in the “Report publisher account” row of Table 3 of the worksheet.