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How to: Create, Delete, or Modify a Shared Data Source (Report Manager)

A shared data source specifies connection properties for a data source. If you have a data source that is used by a large number of reports, models, or data-driven subscriptions, consider creating a shared data source to eliminate the overhead of having to maintain the same connection information in multiple places.

The following icon indicates a shared data source in the Report Manager folder hierarchy:

shared data source icon

Shared data source icon

To create a shared data source

  1. Start Report Manager.

  2. In Report Manager, navigate to the Contents page.

  3. Click New Data Source. The New Data Source page opens.

  4. Type a name for the item. A name must contain at least one character. It can also include spaces and certain symbols, but not the characters ; ? : @ & = + , $ / * < > | " /.

  5. Optionally type a description to provide users with information about the connection. This description will appear on the Contents page in Report Manager.

  6. In the Data source type list, specify the data processing extension that is used to process data from the data source.

  7. For Connection string, specify the connection string that the report server uses to connect to the data source. It is recommended that you do not specify credentials in the connection string.

    The following example illustrates a connection string for connecting to the local SQL Server AdventureWorks2008R2 database:

    data source=<localservername>; initial catalog=AdventureWorks2008R2
    
  8. For Connect using, specify how credentials are obtained when the report runs:

    • If you want to prompt the user for a logon name and password, click Credentials supplied by the user running the report. To use the credentials that the user enters as Windows credentials, click Use as Windows credentials when connecting to the data source. If the user name and password are database credentials, do not select this option.

    • If you intend to use the data source as a shared data source with saved credentials that are managed by the owner of the data source, or for reports that support subscriptions or other scheduled operations (such as automated report history generation), click Credentials stored securely in the report server. If the database server supports impersonation or delegation, you can select Impersonate the authenticated user after a connection has been made to the data source.

    • If you want the report server to pass the credentials of the user accessing the report to the server hosting the external data source, click Windows Integrated Security. In this case, the user is not prompted to type a user name or password.

    • If the data source does not use credentials (for example, if the data source is an XML file that is accessed from the file system), click Credentials are not required. You should only specify this credential type if it is valid for the data source. If you select this option for a data source that requires authentication, the connection will fail. If you select this option, be sure to configure the unattended execution account that allows the report server to connect to other computers to retrieve data or files when user credentials are not available.

    For more information about configuring credentials, see Specifying Credential and Connection Information for Report Data Sources (SSRS). For more information about the unattended execution account, see Configuring the Unattended Execution Account.

  9. Click the Test Connection button to validate the data source configuration.

    NoteNote

    The Test Connection button is not supported for the XML data source type.

  10. Click OK

To modify a shared data source

  1. In Report Manager, navigate to the Contents page.

  2. Navigate to the shared data source item, hover over the item, click the drop-down list, and from the context menu, click Manage. The Properties page opens.

  3. Modify the data source, and then click Apply.

To delete a shared data source

  • In Report Manager, navigate to the Contents page and do one of the following:

    • Navigate to the shared data source item.

      Click the item to open it. The General Properties page opens.

      Click Delete, and then click OK.

    • In the Contents page, navigate to the folder that contains the data source you want to delete.

      Hover over the item, click the drop-down list, and from the context menu, click Delete.

      Click OK.

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