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Lesson 3: Define a data-driven subscription

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In this Reporting Services tutorial lesson, you use the Reporting Services web portal's data-driven subscription pages to connect to a subscription data source. You then build a query that retrieves subscription data, and you map the result set to report and delivery options.

Note

Before you start, verify that SQL Server Agent service is running. If it is not running, you cannot save the subscription. One method for verification is to open the SQL Server Configuration Manager. This lesson assumes you completed Lesson 1 and Lesson 2 and that the report data source uses stored credentials. For more information, see Lesson 2: Modifying the report data Source properties

Start the data-driven Subscription Wizard

  1. In Reporting Services web portal, select Home, and navigate to the folder containing the Sales Orders report.

  2. In the context menu of the report, select Manage, and then choose Subscriptions in the left pane.

  3. Select + New Subscription. If you don't see this button, you don't have Content Manager permissions.

Define a description

  1. Type Sales Order delivery in description.

Type

  1. Select Data-driven subscription.

Schedule

  1. In the schedule section, select Report-specific schedule.
  2. Select Edit schedule.
  3. In Schedule Details, select Once.
  4. Specify a start time that is a few minutes ahead of the current time.
  5. Specify the Start and end dates.
  6. Select Apply.

Destination

  1. In the Destination section, select Windows File Share for the method of delivery.

Dataset

  1. Select Edit Dataset.

  2. Select A custom data source.

  3. Select Microsoft SQL Server as the data source Connection type.

  4. In Connection string, type the following connection string. Subscribers is the database you created in lesson 1.

    data source=localhost; initial catalog=Subscribers

Credentials

  1. Select Using the following credentials.
  2. Select Windows user name and password.
  3. In User Name and Password, type your domain user name and password. Include both the domain and user account when specifying User Name.

Note

Credentials used to connect to a subscriber data source are not passed back to Management Studio. If you modify the subscription later, you must retype the password used to connect to the data source.

Query

  1. In the query box, type the following query:

    Select * from OrderInfo

  2. Specify a time-out of 30 seconds.

  3. Select Validate query, and then choose Apply.

Delivery options

Fill in the following values:

Parameter Source of value Value/field
File name Get value from dataset Order
Path Enter value In the Value, type the name of a public file share for which you have write permissions (for example, \\mycomputer\public\myreports).
Render Format Get value from dataset Format
Enter value Autoincrement
File Extension Enter value True
User Name Enter value Type your domain user account. Enter it in this format: <domain>\<account>. The user account needs to have permissions to the path you configured.
Password Enter value Type your password
Use file share account Enter value False

Report parameters

  1. In the OrderNumber field, select Get value from dataset. In Value, select Order.
  2. Select Create Subscription.

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