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Managing Report Server Content

In Reporting Services, content management refers to the management of reports, models, folders, resources, and shared data sources. All these items can be managed independently of each other through properties and security settings. Any item can be moved to a different location in the report server folder namespace. To manage items effectively, you need to know which tasks a content manager performs.

NoteNote

Content management is different from report server administration. For more information about how to manage the environment in which a report server runs, see Administration (Reporting Services) and Deployment (Reporting Services).

Content management includes the following tasks:

  • Securing the report server site and items by applying the role-based security provided with Reporting Services.

  • Structuring the report server folder hierarchy by adding, modifying, and deleting folders.

  • Setting defaults and properties that apply to items managed by the report server. For example, you can set baseline maximum values that determine report history storage policies.

  • Creating shared data source items that can be used in place of report-specific data source connections. A publisher or content manager can select a data source that is different from the one originally defined for a report; for example, to replace a reference to a test database with a reference to a production database.

  • Creating shared schedules that can be used in place of report-specific and subscription-specific schedules, making it easier to maintain schedule information over time.

  • Creating data-driven subscriptions that generate recipient lists by retrieving data from a data store.

  • Balancing report-processing demands that are placed on the server by scheduling report processing and specifying which ones can be run on demand and which ones are loaded from cache.

Permission to perform management tasks are provided through two predefined roles: System Administrator and Content Manager. Effective management of report server content requires that you are assigned to both roles. For more information about these predefined roles, see System Administrator Role and Content Manager Role.

Tools for managing report server content include Management Studio or Report Manager. Management Studio allows you to set defaults and enable features. Report Manager is used to grant user access to report server items and operations, view and use reports and other content types, and view and use all shared items and report distribution features.

Managing Folders

Explains how to create, modify, and delete folders, and how to add items to a folder.

Managing Reports

Provides information about managing reports and report processing.

Managing Report History

Explains how to create and manage a store of previously generated reports.

Managing My Reports

Explains how to enable and manage the My Reports feature that allows users to manage content in a personal user workspace.

Managing Report Models

Provides information about managing the models used for building and running ad hoc reports.

Managing Resources

Describes resources and resource management.

Managing Report Data Sources

Explains how to create and manage shared data sources and how to set data source properties on a published report.

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