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Create a reporting site (Duet Enterprise)

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Applies to: Duet Enterprise for Microsoft SharePoint and SAP

This article describes how to create a Duet Enterprise for Microsoft SharePoint and SAP reporting site in SharePoint Server 2010, add users to this site, and then enable features on the top-level site, the site-collection level, and the Reporting site.

Reporting site

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

This article 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.

To create a reporting site

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

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

  3. Click Site Actions, and then click New Site.

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

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

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

  7. Click Create.

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

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.

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 if you want to grant reporting site permissions to additional users, you might need to add users who you want 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/p/?LinkID=205820)

Important

Ensure that you grant the Report publisher account full control access to the reporting site. The account used as the Report publisher account is listed in the ReportPublisherAccount key of the Reporting node in the DuetConfig.exe.config file. For more information, see Specify a different user account for reporting (https://go.microsoft.com/fwlink/p/?LinkId=191895).

Use this procedure to activate 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 activate reporting features at the site-collection level

  1. In a browser, open the reporting site that you created, for example http://HostName:PortNumber/ReportReceiver/default.aspx.

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

  3. On the Home page of the top-level site, click Site Actions, and then select Site Settings.

  4. On the Site Settings 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 the following features are Active. If they are not active, activate them.

    1. Advanced Web Analytics

    2. Disposition Approval Workflow

    3. Duet Enterprise Reports Content Types

    4. Library and Folder Based Retention

    5. SharePoint Server Standard Site Collection Features

Use the following procedure to activate reporting features on the reporting site.

Note

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

To activate 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 Site Settings page, in the Site Actions section, click Manage site features.

  4. On the Features page, click Activate next to the Duet Enterprise Reporting feature. Note that when you activate the Duet Enterprise Reporting feature the Content Organizer feature is automatically activated.

  5. In the Libraries pane, click Reports.

In order for the SAP administrator to create a logical port to support the Reporting solution, you must provide the SAP administrator with the following information.

  • URL to the OBAFileReceiver page.

  • Account name and password of the Report Publisher account.

This section explains how to provide the SAP administrator with the URL to the OBAFileReceiver.

Note

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

To provide the OBAFileReceiver URL to SAP Administrator

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

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

    For example, if the URL of your Reports Center 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.

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

    Important

    The account used as the Report publisher account is listed in the ReportPublisherAccount key of the Reporting node in the DuetConfig.exe.config file. For more information, see Specify a different user account for reporting (https://go.microsoft.com/fwlink/p/?LinkId=191895).