Sunteți pe pagina 1din 112

SQL Server & Microsoft SQL

Reporting Services (MSRS) For


FTView SE Customized
reporting.

Step by Step Procedure

Vaibhav Vijay Mane


(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

1
Preface

• What For?
– To demonstrate the Methods & Good practices for Implementing Reporting in FTView SE
using SQL Server & Microsoft SQL Reporting Services (MSRS).

• Global OEM Technical Consultant


– We are a Global Team – It’s all about easy knowledge transfer.

• Software Required :
– 1) FTView SE 6.10.00 (CPR9 SR4)
– 2) SQL Server 2008 (SQLEXPRADV_x86_ENU)

• Document Content.
– This document shows the step by step procedure with image files for better understanding.
– 1) Its mandatory to uninstall FTView studio (Any version) as well as Any SQL versions first.
– 2) We need to install SQL Server First. And then FTView SE 6.10.00 (CPR9 SR4).

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 2
Install SQL Server
2008.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

3
SQL Server Installation.

First Start the


Installation of SQL
Server by double
clicking the Setup file.
File name is
(SQLEXPRADV_x86_ENU).

Click on New
Installation Button as
shown here.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 4
SQL Server Installation.

Select on New
Installation
Button as
shown here.
Then click
“Next”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 5
SQL Server Installation.

Select on Both
the Selection
boxes, as
shown here.
Then click
“Next”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 6
SQL Server Installation.

Select all the


Selection
boxes, as
shown here.
Then click
“Next”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 7
SQL Server Installation.

Select Default
Instance, as
shown here.
Then click
“Next”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 8
SQL Server Installation.

Select as shown
here. Then click
“Use the Same
Account for all
SQL Server
Services”

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 9
SQL Server Installation.

Select account
name from drop
down menu, as
shown here.
Then click “OK”

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 10
SQL Server Installation.

Select Mixed
Mode, as shown
here.
PUT Password
as = rockwell or
as per your
choice.
Select Add
Current user.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 11
SQL Server Installation.

Select Add
button to add
few more users
if required. as
shown here.
Then click
FILESTREAM.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 12
SQL Server Installation.

Select all check


boxes, as
shown here.
Then click
“Next”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 13
SQL Server Installation.

Select Install
the Native mode
default
configuration,
as shown here.
Then click
“Next”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 14
SQL Server Installation.

This will
Successfully
complete the
Installation of
SQL Server.
Then click
“Close”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 15
SQL Server Installation.

After completion of SQL Server. Reboot PC & then


install, FTView SE 6.10.00 (CPR9 SR4) & All the
latest patches available on Knowledgebase.

After Installation of FTView SE 6.10.00 (CPR9 SR4)


& All the latest patches. Reboot the PC again.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 16
Create New database
in SQL.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

17
SQL Server Create New Database.

Start SQL
Server
Management
Studio.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 18
SQL Server Create New Database.

Click Connect.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 19
SQL Server Create New Database.

After
Connecting,
you will see a
window like
this.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 20
SQL Server Create New Database.

Select as shown
here.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 21
SQL Server Create New Database.

We should see
a window like
this.
Give a name for
the database as
per your
requirement.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 22
SQL Server Create New Database.

New database
will get created.
Now add new
table in the
same database.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 23
SQL Server Create New Database.

In New table,
add a column
and give Name
& Data Type as
per
requirement.

Then set that


field as Primary
key. By right
clicking on the
same field.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 24
SQL Server Create New Database.

After adding all


the required
fields, save the
table with
desired name.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 25
SQL Server Create New Database.

After successful
saving of table.
It should look
like as shown.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 26
Backup of SQL
database.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

27
SQL Server Backup Database.

Start SQL
Server
Management
Studio.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 28
SQL Server Backup Database.

Click Connect.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 29
SQL Server Backup Database.

After
Connecting,
you will see a
window like
this.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 30
SQL Server Backup Database.

Right click on
the database,
which needs to
be backed up.
As select as
shown.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 31
SQL Server Backup Database.

New window
will appear.
Select as shown
& then click
“OK”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 32
SQL Server Backup Database.

It will show
Backup is
completed
successfully.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 33
Restore of SQL
database.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

34
SQL Server Restore Database.

Start SQL
Server
Management
Studio.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 35
SQL Server Restore Database.

Click Connect.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 36
SQL Server Restore Database.

After
Connecting,
you will see a
window like
this.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 37
SQL Server Restore Database.

Right click on
Database &
then select
Restore
Database
option. as
shown here.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 38
SQL Server Restore Database.

New Window
will appear.

Click on From
device option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 39
SQL Server Restore Database.

New Window
will appear.

Click on ADD
option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 40
SQL Server Restore Database.

New Window
will appear.
Select the
location where
you kept the
backup of
database which
need to be
restored.

Click on OK
option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 41
SQL Server Restore Database.

Select Restore
option. as
shown here.

Click on OK
option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 42
SQL Server Restore Database.

Wright a name
of database
which needs to
be added. as
shown here.

Click on OK
option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 43
SQL Server Restore Database.

We should see
Restore of
database
completed
successfully
screen.

Click on OK
option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 44
Microsoft SQL
Reporting Services
(MSRS).

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

45
Making New project.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

46
Making New project.

Start MSRS by
selecting the shown
path.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 47
Making New project.

After Clicking the


above path, this
window opens.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 48
Making New project.

Select New
Project option
to create new
project.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 49
Making New project.

Select desired
type of project.
As shown

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 50
Making New project.

Give a desired
name to project.
As shown

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 51
Adding New Data
Source in the Project.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

52
Adding New Data Source in the Project.

Go to add new
data source.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 53
Adding New Data Source in the Project.

Give a desired
name & Select
Microsoft SQL
Server.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 54
Adding New Data Source in the Project.

Then Go to
connection string
Edit option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 55
Adding New Data Source in the Project.

Select a proper
Server name from
drop down menu.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 56
Adding New Data Source in the Project.

Then select
Database, which
needs to be used for
showing the data on
report.
So if there are more
than one database is
available in an
application then you
need to make more
Data sources. One
data source for one
database.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 57
Adding New Data Source in the Project.

Then click test


connection.
It should get
successful.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 58
Adding New Data Source in the Project.

This will be the


final. Screen of
data source
adding.
Click “OK”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 59
Adding New Report in
the Project.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

60
Adding New Report in the Project.

Right Click on
Reports.
& then Add New
Reports.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 61
Adding New Report in the Project.

Select the data


source from which
we need to fetch the
data on Report
screen.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 62
Adding New Report in the Project.

Go to Query builder.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 63
Adding New Report in the Project.

Right click on open


blank space. Select
Add table.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 64
Adding New Report in the Project.

It will show available


tables form a
particular Data
Source.
Select required table
name & press add.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 65
Adding New Report in the Project.

Select required
columns from a
added tables. Which
we need to show on
Report or may be
using for filtering.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 66
Adding New Report in the Project.

Click OK.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 67
Adding New Report in the Project.

Query is generated
for selected data
source.

Click Next.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 68
Adding New Report in the Project.

Select the required


Report type.

Click Next.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 69
Adding New Report in the Project.

Click Finish.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 70
Adding New Report in the Project.

Give a desired name


to the Report.

Click Finish.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 71
Adding New Report in the Project.

Now Report is
created.

Use textbox to write


something on the
page. & do
formatting as
required.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 72
Adding New Report in the Project.

Go to dataset. And
add the required
fields on the page.
By drag & drop
method.

Here we finish report


editing.
If required to add
more reports then
follow the same
procedure.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 73
Adding New Dataset in
the Project.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

74
Adding New Dataset in the Project.

Right click on Data


set option as shown.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 75
Adding New Dataset in the Project.

Give desired name to


the dataset. Select
the required data
source.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 76
Adding New Dataset in the Project.

Go to Query
Designer.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 77
Adding New Dataset in the Project.

Right click on space


available & go to add
table.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 78
Adding New Dataset in the Project.

Select the required


Table.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 79
Adding New Dataset in the Project.

Select the required


columns.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 80
Adding New Dataset in the Project.

Click OK.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 81
Adding New Dataset in the Project.

Now query is
generated.
Click OK. To finish
the job.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 82
Build, Rebuild &
Deploy the project.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

83
Build, Rebuild & Deploy the project

Right click on project


name as shown.

Then go to Build or
Rebuild option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 84
Build, Rebuild & Deploy the project

Right click on project


name as shown.

Then go to Deploy
option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 85
Build, Rebuild & Deploy the project

We might get
following error.
Then follow next
procedure.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 86
Build, Rebuild & Deploy the project

Right click on project


name as shown.

Then go to
Properties option.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 87
Build, Rebuild & Deploy the project

Go to Reporting
services
configuration
manager to find the
path for Target
Server URL.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 88
Build, Rebuild & Deploy the project

Click Connect to the


required SQL Server.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 89
Build, Rebuild & Deploy the project

Start The service if it


stopped.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 90
Build, Rebuild & Deploy the project

Click on this URL.


This will open a new
window.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 91
Build, Rebuild & Deploy the project

Copy the path from


the address bar.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 92
Build, Rebuild & Deploy the project

Now exit from the


Reporting Service
Configuration
Manager.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 93
Build, Rebuild & Deploy the project

Paste the selected


path in
TargetServerURL
field.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 94
Build, Rebuild & Deploy the project

Select TRUE in both


the deployment
options.
As shown.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 95
Build, Rebuild & Deploy the project

Click OK to finish the


job.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 96
Build, Rebuild & Deploy the project

Now again click on


Deploy key.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 97
Build, Rebuild & Deploy the project

Now we should see


deployment
succeeded.
At bottom left corner
.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 98
MSRS Configuration.

Now test the project.


If it shows some
value or text as
shown then
communication
between SQL server
& MSRS is
succeeded.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 99
MSRS Project Backup.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

100
MSRS Project Backup

Start MSRS by
selecting the shown
path.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 101
MSRS Project Backup

After Clicking the


above path, this
window opens.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 102
MSRS Project Backup

After Clicking the


above path, this
window opens.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 103
MSRS Project Backup

After Clicking the


above path, this
window opens.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 104
MSRS Project Backup

After Clicking the


above path, this
window opens.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 105
Some IMP Slides
regarding error in
MSRS.

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

106
MSRS Error.

We Some times see a error of “Event Log File Full”.


When going to Query designer.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 107
MSRS Error.

We Some times see a error of “Event Log File Full”.


If you see such error the do as follow.

Go to
Control Panel
\Administrative Tools
\Event viewer

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 108
MSRS Error.

Then Go to
Application option.
Right click on that &
go to “Clear all
Event”.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 109
MSRS Error.

Then Go to
Application option
again.
Right click on that &
go to Properties.

You will see a log file


size as 512 KB.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 110
MSRS Error.

You must change a


log file size as 1024
KB.

After then start the


MSRS Again. It
should start
smoothly.

(Confidential – For Internal Use Only) Copyright © 2007 Rockwell Automation, Inc. All rights reserved. 111
FINISH

(The End)

(Confidential – For Internal Use Only)

Copyright © 2007 Rockwell Automation, Inc. All rights reserved.

112

S-ar putea să vă placă și