How to: Install and Configure SharePoint Integration on a Stand-alone Server

One of the deployment scenarios for running Reporting Services in SharePoint integrated mode is to install all server components and application databases on a single, stand-alone server. This configuration is useful if you want to learn how the technologies work together, or you are developing a custom application and want the simplicity of having all services on a single computer.

Prerequisites

Before you begin installing components, be sure to do the following:

• Review the introduction to deployment configurations so that you are familiar with the components that you are about to install. For more information, see Deployment Topologies for Reporting Services in SharePoint Integrated Mode in SQL Server Books Online.

• Review the configuration overview topic for best-practice recommendations on service account configuration and to learn more about the configuration steps. For more information, see Configuring Reporting Services for SharePoint 2010 Integration.

• Review the hardware and software requirements that apply to all deployment scenarios that include Reporting Services in SharePoint integrated mode. For more information, see Requirements for Running Reporting Services in SharePoint Integrated Mode in SQL Server Books Online.

• Review the topic Setting Up the Development Environment for SharePoint 2010 on Windows Vista, Windows 7, and Windows Server 2008

• Review security related topics Server Configuration - Service Accounts and Security Considerations for a SQL Server Installation.

Database Considerations for a Single Server Configuration

It is recommended you install Database Engine and Reporting Services before SharePoint products and then when you install the SharePoint product you can modify the SharePoint installation to use the existing Database Engine you installed as part of the first step. If you want to use separate Database Engine for installation, review the following information:

• Both Reporting Services and SharePoint products and technologies use SQL Server relational databases to store application data.

• Reporting Services requires an instance of the Database Engine in a compatible SQL Server edition.

• SharePoint products can use an existing database instance if one is already installed. If an instance of Database Engine is not installed, the SharePoint Products Setup program will install SQL Server Express Edition for the SharePoint application databases.

• Note

  The report server instance cannot use the SQL Server Express Edition for its database. However, the SQL Server Express Edition instance that is installed by the SharePoint product or technology can exist side-by-side with other Database Engine editions that you might also install. For more information about edition requirements for the report server database, see Creating a Report Server Database.

Installation Order

To install and configure Reporting Services with SharePoint on a single computer, do the following step-by-step procedures in this order:

1. Install both Reporting Services and the Database Engine. Verify that you have a valid installation before you install the SharePoint Product.

2. Run the SharePoint 2010 Products Preparation tool. The Preparation tool will install the Reporting Services Add-in for SharePoint 2010 Products.

3. Install SharePoint Server 2010 or SharePoint foundation 2010.

4. Run the SharePoint Products Configuration Wizard. Then open the SharePoint site to verify you have a valid installation.

5. Run the SharePoint Farm Configuration wizard

6. Configure the report server integration features By using SharePoint Central Administration. The configuration step is the procedure that integrates Reporting Services with a SharePoint product.

To Install Reporting Services and the Database Engine

1. Run the Installation wizard. For more information, see How to: Install SQL Server 2008 R2 (Setup) in SQL Server Books Online.

2. Click Installation in the left side of the Wizard and then click New installation or add features to an existing installation.

3. Click ok on the Setup Support Rules page, assuming all rules passed.

4. Click Install on the Setup Support Files page.

5. Click Next after the support files have completed installing and the support rules show status of passed. Review any warnings or blocking issues.

6. Type the appropriate product key and click Next on the Product Key page.

7. Review and accept the license terms. Microsoft appreciates you clicking to agree to send feature usage data to help improve product features and support. Click Next.

8. Click SQL Server Feature Installation on the Setup Role page.

9. Click Database Engine Services, Reporting Services and Management Tools Complete on the Feature Selection page. Click Next to continue.

   

10. Click Next on the Installation Rules page. Review any warnings or blocking issues.

11. Accept the default instance of MSSQLSERVER on the Instance Configuration page and click Next.

12. Click Next on the Disk Space Requirements page.

13. Enter appropriate credentials on the Server Configuration page and click Next. Note that SharePoint 2010 products in a farm configuration require domain accounts for service configurations. The single server installation is still considered a farm configuration and you will choose farm options when you run the SharePoint installation later in this article.

14. Add appropriate accounts to the list of SQL Administrators on the Database Engine Configuration page and click Next.

15. Click Install the SharePoint integrated mode default configuration on the Reporting Services Configuration page.

    

16. Help Microsoft improve SQL Server features and services by clicking to check box to send error reports on the Error Reporting page. Click Next.

17. Review any warnings and then click Next on the Installation Configuration Rules page.

18. On the Ready to Install page, review the installation summary and then click Next. The summary should include a Reporting Services node that will include the installation mode value of DefaultSharePointMode as well as the account information.

Verification: After setup is finished, you can verify the Reporting Services service is running by running the Sql Server Configuration Manager. While in the configuration manager, click SQL Server Services and verify the SQL Server Reporting Services service is running.

Top

To Run the SharePoint 2010 Products Preparation tool

1. Run PreRequisiteInstaller.exe from the installation media.

2. Note SQL 2008 R2 Reporting Services SharePoint 2010 Add-in is in the list of products the preparation tool will install. Click Next.

   The add-in can also be downloaded and installed separately. For more information, see Where to find the Reporting Services add-in for SharePoint Products

3. On the Installation complete page, you should see in the list SQL 2008 R2 Reporting Services SharePoint 2010 Add-in: installed successfully

4. Click Finish

   Top

To install a SharePoint 2010 product

1. Run Setup.exe from the installation media.

2. Enter the product key and click Continue.

3. Review the software license terms and then click the box to accept the agreement. Click Continue.

4. On the installation type page, click Server Farm.

   

5. On the Server Type page, click Complete and then click Install Now.

   

6. When installation completes, you will see the Run Configuration Wizard page. Verify that the check box is selected for Run the SharePoint Products Configuration Wizard now. The Wizard will guide you through setting up your initial SharePoint environment. If you are following these procedures to a Reporting Services server to an existing farm, the wizard will join the new server to your existing farm.

7. Click Close.

   Top

To run the SharePoint Products Configuration Wizard

1. After the SharePoint installation closes, the SharePoint Products Configuration Wizard runs. The SharePoint 2010 Products Configuration Wizard can also be started by clicking the Start button and then opening the Microsoft SharePoint 2010 Products folder.

2. On the Welcome to SharePoint Products page, click Next. You will see a warning message that some services need to be restarted during the configuration process. Click Yes.

3. On the Connect to a server farm page, click Create a new server farm and click Next.

4. On the Specify Configuration Database Settings page:

   1. Type in the name of your server into the Database server text box.

   2. Use the default Database name of SharePoint_Config.

   3. Type in an appropriate Username and Password for the database access account.

   4. Click Next.

5. On the Specify Farm Security settings type in a desired passphrase and click Next.

6. On the Configure SharePoint Central Administration Web Application page:

   1. Type in port number.

   2. Click the desired authentication provider.

   3. Click Next.

7. On the Completing the SharePoint Products Configuration Wizard page, verify the settings and click Next to run the wizard.

8. On the Configuration Successful page, review the Central Administration settings and Click Finish. The Configuration Wizard will close and your browser will open and load the SharePoint Central Administration page and the Initial Farm Configuration Wizard.

   Top

To complete the Farm Configuration Wizard

1. The Farm configuration wizard opens. Click Start the wizard, and type in your service account.

2. Review the default list of services that will be enabled. Click Next. This process takes several minutes.

3. On the next page, you can create a new top-level web site collection for your SharePoint installation. The site will include a default document library named Shared Documents. You can use that document library or create another to use for working with Reporting Services items. Type in a title and a brief description for the site.

4. Type in a site URL, for example http://[servername]/sites/YourNewSiteName.

5. Verify the default option of Team site is selected for the template and click OK.

6. The creation of the site collection will run for several minutes. Click Finish.

   Top

If Host Headers are used for the SharePoint web site

1. Review Plan for host-named site collections (SharePoint Server 2010).

2. If SharePoint application’s internal and public addresses are identical, review Publishing a SharePoint application with identical internal and public host addresses.

3. Either configure the host names that are mapped to the loopback address or disable the loopback check as described in the knowledgebase article, You receive error 401.1 when you browse a Web site that uses Integrated Authentication and is hosted on IIS 5.1 or a later version.

   Top

Verify the basic Reporting Services installation

1. You can verify an installation by opening a browser as an administrator and browsing to the report server.

2. The URL should resemble http://example-server-name:8080/reportserver. You can also use: https://localhost/reportserver. This URL is to the proxy endpoint. After you add report server items to a SharePoint library, you can open a browser window to this URL to view items on the site.

3. You should see a message similar to the following. This message indicates Reporting Services is installed for SharePoint mode but Reporting Services has not yet been integrated with SharePoint.

   The report server has encountered a configuration error. If the report server is configured to use SharePoint integrated mode, verify that the server is joined to a SharePoint farm and that the Report Server service account has been granted access to the SharePoint farm. (rsServerConfigurationError)

   Top

To configure report server integration features in SharePoint Central Administration

• The Reporting Services and SharePoint environments are now installed but they are not integrated together. In order to complete the integration of Reporting Services and your SharePoint deployment, see How to: Configure Report Server Integration in SharePoint Central Administration.

  Top

Next Steps

Additional administration tasks

• You should also configure the unattended report processing account if you want to support unattended report execution. Optionally, configure the report server for e-mail delivery. For more information, see Configuring the Unattended Execution Account and Configuring a Report Server for E-Mail Delivery.

• Set permissions to grant user access to the SharePoint site. Security is required, but if you want to inherit existing permissions, you do not have to set permissions on specific items. For more information, see Granting Permissions on Report Server Items on a SharePoint Site or How to: Set Permissions for Report Server Items on a SharePoint Site (Reporting Services in SharePoint Integrated Mode) in SQL Server Books Online.

• Add Reporting Services content types to document libraries if you want to create new shared data sources, report models, and Report Builder reports. For more information, see How to: Add Report Server Content Types to a Library (Reporting Services in SharePoint Integrated Mode).

• Configure click Monitoring and ten click configure diagnostic logging. Configure options for SQL Server Reporting Services. For more information, see How to: Turn on Reporting Services events for the SharePoint trace log (ULS)

Top

Verify the installation

After you have completed the following you should be able to verify the installation: Reporting Services in SharePoint mode, a SharePoint 2010

• Installed Reporting Services in SharePoint mode.

• Installed the Reporting Services add-in for SharePoint products. This is usually installed by the SharePoint 2010 product preparations tool.

• Installed a SharePoint 2010 product.

• Integrated Reporting Services with SharePoint.

Verify the installation using the following methods:

• Verify the report server URL by opening a browser as an administrator and browsing to the report server. The URL should resemble http://example-server-name:8080/reportserver. You can also use: https://localhost/reportserver.

• Verify you can connect to your report server with Reporting Services Configuration Manager and verify the service is started and the Report Server Mode is SharePoint integrated.

• Verify you can connect to your new SharePoint environment with Management Studio and view or edit some of the properties.

  • Open Management Studio, as an administrator, select a Server Type of Reporting Services

  • In the server name field, type in a SharePoint web site that the report server is integrated with. For example the URL to the Central Administration site or a site you created when running the SharePoint wizards. The following are examples of URLs:

    http://[server name]/:64000 the name of your server and the port you configured for SharePoint Central Administration.

    http://[server name/sites/sitename

  • After you are connected, right-click the server name in the Object Explorer window and click Properties

    Click Logging and verify execution logging is enabled.

Top

Getting started creating data sources and reports

• From a SharePoint document library, you can click the Documents tab and then click New Document and then click Report Builder Report to open the Report Builder application and start creating reports.

• Create shared data sources to use with reports and models. For more information, see How to: Create and Manage Shared Data Sources (Reporting Services in SharePoint Integrated Mode).

• Create and Publish report definition files (.rdl), data source files (.rds), and report model files (.smdl) to a SharePoint library. You can also use the Upload command in a SharePoint library to upload .rdl and .smdl files, but not .rds files. Depending on your permissions, you can also create reports in Report Builder and save them to a library. If the reports include references to shared data sources or external files, you must update the references. For more information, see Deploying Models and Shared Data Sources to a SharePoint Site and How to: Upload Documents to a SharePoint Library (Reporting Services in SharePoint Integrated Mode) in SQL Server Books Online.

Top

See Also

Tasks

How to: Install and Configure SharePoint Integration on Multiple Servers

Concepts

Configuring Reporting Services for SharePoint 2010 Integration

How to: Create a Report Server Database for SharePoint Integrated Mode (Reporting Services Configuration)

Change History

Updated content
Added screen captures of setup dialogs. Added more detailed steps, and updated the SharePoint steps to ensure they references SharePoint 2010 products installation and not previous versions of SharePoint.
Added verification steps for post installation.