May 162013
 

For information on how to set up a report library and the relevant content types in SharePoint see this previous post – Create A Sharepoint SSRS Report Library

I recently had trouble publishing an SSRS report to SharePoint.  I was unable to find the Report Server content types on the library.  I needed to activate the Report Server Integration Feature in order to be able to add the SSRS content types to the library.  Here is how to do that.

Go to Site Settings

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Under Site Collection Administration, choose Site collection features

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Beside Report Server Integration Feature click the Activate button.

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That’s it, you’re done. Now you will find the Report Server content types listed in the Site Content Types

Feb 282013
 

You’ll want to read my previous post Moving SharePoint List Attachments to the File System, to get all the details and requirements for setting up and running these SSIS script tasks.

This is an SSIS Package code which will iterate through the document library to get some relevant information about the documents, and then move specified documents from a document library to the file system.

I will just explain the two script tasks steps, as the rest will be specific to your task.

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Populate SP_ExpenseAttachments Sript Task

This code iterate through the document library to get some relevant information about the documents

using System;
using System.Data;
using Microsoft.SqlServer.Dts.Runtime;
using System.Windows.Forms;
using System.IO;
using Microsoft.SharePoint;
using System.Data.SqlClient;
using System.Net;

namespace ST_573f63e769424529b4c14ec196d01e4f.csproj
{
    [System.AddIn.AddIn("ScriptMain", Version = "1.0", Publisher = "", Description = "")]
    public partial class ScriptMain : Microsoft.SqlServer.Dts.Tasks.ScriptTask.VSTARTScriptObjectModelBase
    {

        #region VSTA generated code
        enum ScriptResults
        {
            Success = Microsoft.SqlServer.Dts.Runtime.DTSExecResult.Success,
            Failure = Microsoft.SqlServer.Dts.Runtime.DTSExecResult.Failure
        };
        #endregion

        /*
        The execution engine calls this method when the task executes.
        To access the object model, use the Dts property. Connections, variables, events,
        and logging features are available as members of the Dts property as shown in the following examples.

        To reference a variable, call Dts.Variables["MyCaseSensitiveVariableName"].Value;
        To post a log entry, call Dts.Log("This is my log text", 999, null);
        To fire an event, call Dts.Events.FireInformation(99, "test", "hit the help message", "", 0, true);

        To use the connections collection use something like the following:
        ConnectionManager cm = Dts.Connections.Add("OLEDB");
        cm.ConnectionString = "Data Source=localhost;Initial Catalog=AdventureWorks;Provider=SQLNCLI10;Integrated Security=SSPI;Auto Translate=False;";

        Before returning from this method, set the value of Dts.TaskResult to indicate success or failure.

        To open Help, press F1.
    */

        public void Main()
        {
            // Read the Library document info and write it to a SQL table

            string SharePointSite = (string)Dts.Variables["SPSite"].Value;
            SPSite mySite = new SPSite(SharePointSite);
            SPWeb myWeb = mySite.OpenWeb();
            SPList myList = myWeb.Lists["ExpenseAttachments"];
            SPDocumentLibrary myLibrary = (SPDocumentLibrary)myList;
            SPListItemCollection collListItems = myLibrary.Items;

            foreach (SPListItem myListItem in collListItems)
           {
               String ItemId = myListItem.ID.ToString();
               String attachmentAbsoluteURL = SharePointSite + "/" + myListItem.File.Url;

                String attachmentname = myListItem.File.Name;

                //Set up SQL Connection

                string sSqlConn = Dts.Variables["SqlConn"].Value.ToString();
                SqlConnection sqlConnection1 = new SqlConnection(sSqlConn);
                SqlCommand cmd = new SqlCommand();
                SqlDataReader reader;
                cmd.CommandType = CommandType.Text;
                cmd.Connection = sqlConnection1;
                sqlConnection1.Open();

                cmd.CommandText = "INSERT INTO SP_ExpenseAttachments (WorkflowName,DocumentLibrarySharePointID,AttachmentName,AttachmentURL) VALUES ('Expense','" + ItemId + "','" + attachmentname + "','" + attachmentAbsoluteURL + "')";

                reader = cmd.ExecuteReader();
                sqlConnection1.Close();

                    }

                    Dts.TaskResult = (int)ScriptResults.Success;
                }
            }
        }
Read Attachment information and move Expense attachments

This code accepts a document id from a variable, populates some relevant information about the document into a SQL table and copies and renames the document to the file system.

using System;
using System.Data;
using Microsoft.SqlServer.Dts.Runtime;
using System.Windows.Forms;
using System.IO;
using Microsoft.SharePoint;
using System.Data.SqlClient;
using System.Net;

namespace ST_573f63e769424529b4c14ec196d01e4f.csproj
{
    [System.AddIn.AddIn("ScriptMain", Version = "1.0", Publisher = "", Description = "")]
    public partial class ScriptMain : Microsoft.SqlServer.Dts.Tasks.ScriptTask.VSTARTScriptObjectModelBase
    {

        #region VSTA generated code
        enum ScriptResults
        {
            Success = Microsoft.SqlServer.Dts.Runtime.DTSExecResult.Success,
            Failure = Microsoft.SqlServer.Dts.Runtime.DTSExecResult.Failure
        };
        #endregion

        /*
        The execution engine calls this method when the task executes.
        To access the object model, use the Dts property. Connections, variables, events,
        and logging features are available as members of the Dts property as shown in the following examples.

        To reference a variable, call Dts.Variables["MyCaseSensitiveVariableName"].Value;
        To post a log entry, call Dts.Log("This is my log text", 999, null);
        To fire an event, call Dts.Events.FireInformation(99, "test", "hit the help message", "", 0, true);

        To use the connections collection use something like the following:
        ConnectionManager cm = Dts.Connections.Add("OLEDB");
        cm.ConnectionString = "Data Source=localhost;Initial Catalog=AdventureWorks;Provider=SQLNCLI10;Integrated Security=SSPI;Auto Translate=False;";

        Before returning from this method, set the value of Dts.TaskResult to indicate success or failure.

        To open Help, press F1.
    */

        public void Main()
        {
            // Read the document info and write it to a SQL table

            string SharePointSite = (string)Dts.Variables["SPSite"].Value;
            SPSite mySite = new SPSite(SharePointSite);
            SPWeb myWeb = mySite.OpenWeb();
            SPList myList = myWeb.Lists["ExpenseAttachments"];
            SPDocumentLibrary myLibrary = (SPDocumentLibrary)myList;
            SPListItemCollection collListItems = myLibrary.Items;

            int ItemID = (int)Dts.Variables["ItemID"].Value;
            String sItemID = ItemID.ToString();

            SPListItem myListItem = myList.GetItemById(ItemID);
            String attachmentAbsoluteURL = SharePointSite + "/" + myListItem.File.Url;

                String attachmentname = myListItem.File.Name;

                //Set up SQL Connection

                string sSqlConn = Dts.Variables["SqlConn"].Value.ToString();
                SqlConnection sqlConnection1 = new SqlConnection(sSqlConn);
                SqlCommand cmd = new SqlCommand();
                SqlDataReader reader;
                cmd.CommandType = CommandType.Text;
                cmd.Connection = sqlConnection1;
                sqlConnection1.Open();

                cmd.CommandText = "INSERT INTO SP_Attachments  (WorkflowName, DocumentLibrarySharePointID, AttachmentName, AttachmentURL, Moved, NewFileName) VALUES ('Expense','" + ItemID +"','" + attachmentname + "','" + attachmentAbsoluteURL + "','" + 0 + "','E' + RIGHT('00000000000' + CAST(" + ItemID + " as VARCHAR),11)" + ")";

                reader = cmd.ExecuteReader();
                sqlConnection1.Close();

                string MRI = (string)Dts.Variables["MRI_File_Location"].Value;
                DirectoryInfo dir = new DirectoryInfo(MRI);

                if (dir.Exists)
                {

                    // Create the filename for local storage using 
                    String FileExt = attachmentname.Substring(attachmentname.Length-4);
                    String ItemNum = "00000000000" + sItemID;
                    String ItemName = ItemNum.Substring(sItemID.Length, 11);
                    String FileName = "\E" + ItemName + FileExt;
                    FileInfo file = new FileInfo(dir.FullName + FileName);

                    if (!file.Exists)
                    {
                        if (attachmentAbsoluteURL.Length != 0)
                        {
                            // download the file from SharePoint or Archive file system to local folder 
                            WebClient client = new WebClient();

                            //download the file from SharePoint 

                            client.Credentials = System.Net.CredentialCache.DefaultCredentials;
                            client.DownloadFile(attachmentAbsoluteURL, file.FullName);

                        }
                        //Mark record as Moved
                        sqlConnection1.Open();
                        DateTime Now = DateTime.Now;
                        cmd.CommandText = "UPDATE SP_Attachments SET Moved = 1, Moved_Date = '" + Now + "' WHERE WorkflowName = 'Expense' and DocumentLibrarySharePointID = '" + ItemID + "'";
                        reader = cmd.ExecuteReader();
                        sqlConnection1.Close();

                    }

                    Dts.TaskResult = (int)ScriptResults.Success;
                }
            }
        }
    }
Jul 232012
 

I have a situation where there is an alternate authentication method in place on SharePoint and deploying reports using the Visual Studio deployment options won’t work.  To get around this while they sort it out I have manually loaded the reports, data sources and shared datasets to SharePoint.  There were a few tricks which I would like to remember so I’ll post them here.

1. Create 3 document libraries:

The first thing I did was create three libraries, one for Reports, one for Shared Datasets and one for Shared Data Sources.  You don’t have to have separate libraries, but I find it more user friendly to keep these items separate.  I don’t want users weeding through data sets and data sources to get to their reports.  Here is how to create these libraries.  The one surprise is to use a content type of Report Builder Report for the Shared Datasets.  I imagine this is to allow you to configure your Dataset to connect to a Data Source.

2. Create (don’t upload) the Data Source.

Navigate to the Data Source library you created. From the Documents tab select New Document.  Do not try to upload a data source you have already created for your report, since, for whatever reason, SharePoint won’t recognize it as a Report Data Source. You need to recreate it.  

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Configure the data source appropriately. Choose “Stored Credentials” to allow for proxy authentication, and select “Use as Windows credentials”.  Click on the Test Connection button to be sure it is working.  Click OK.

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3. Upload the Shared Datasets:

Navigate to your Shared Datasets library and from the Documents tab you can “Upload Document” or  “Upload Multiple Documents” depending on how many shared datasets you have. 

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4. Connect the Shared Datasets to the Data Source:

Connect the shared datasets to the appropriate data source.  Click the drop down beside the dataset and select “Manage Data Sources”.

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Click on the “DataSetDataSource”, which will have the yellow caution triangle to let you know it has not been configured.

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Click on the ellipsis and navigate to wherever you created the data source in SharePoint. 

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Click OK and click Close.  Do this for all the Shared Datasets you uploaded.

5. Upload the Report:

Navigate to the Report library you created.  From the Documents tab select Upload Document and upload your Report Services report.

6. Connect the Report to the Data Source:

From the drop down beside the report select “Manage Data Sources”.

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Same as step 4, click on the name of the data source that needs to be connected.  Click on the ellipsis and navigate to where the data source is stored in SharePoint.  Click OK. Click Close.

7. Connect the Report to the Shared Datasets:

From the drop down beside the report select “Manage Shared Datasets”

image

From the list of dataset names which need to connected, click on the first one which has a yellow caution triangle beside it.  This lets you know that the dataset has not yet been connected. 

image

Click on the ellipsis and navigate to where you have stored your shared datasets.  Select the dataset.  Click OK. Repeat this for any shared datasets which have not been connected.  Click Close.

You are ready to view your report.  If you get any data source errors, check that the Shared Datasets are all connected correctly to the data source, as well as the report.

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