Configure Reporting For Edgesite
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Configuring Reporting Services for Citrix® EdgeSight™ .
Citrix EdgeSight™ Citrix EdgeSight™ for Presentation Server Citrix EdgeSight™ for Endpoints Citrix EdgeSight™ for NetScaler®
Copyright and Trademark Notice Use of the product documented in this guide is subject to your prior acceptance of the End User License Agreement. A printable copy of the End User License Agreement is included on your product CD-ROM. Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Citrix Systems, Inc. © 2006 Citrix Systems, Inc. All rights reserved. Citrix, Metaframe, and NetScaler are registered trademarks and EdgeSight is a trademark of Citrix Systems, Inc. in the United States and other countries. Trademark Acknowledgements All other trademarks and registered trademarks are the property of their respective owners. Document Code: July 13, 2007 (MS)
C ONTENTS
Contents
Chapter 1
Welcome
Chapter 2
Installing and Configuring Reporting Services 2000 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Installing SQL Server Developer Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Installing SQL Server Service Pack 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 Installing Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 Installing Reporting Services Service Pack 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20 Creating a New Reporting Services User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Configuring the Reporting Services User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 Installing Citrix EdgeSight Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Configuring Reporting Services Access from EdgeSight . . . . . . . . . . . . . . . . . . . .24
Chapter 3
Installing and Configuring Reporting Services 2005 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Installing SQL Server Reporting Services and Developer Tools . . . . . . . . . . . . . .27 Creating a New Reporting Services User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36 Configuring Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37 Configuring the Reporting Services User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50 Installing Citrix EdgeSight Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52 Configuring Reporting Services Access from EdgeSight . . . . . . . . . . . . . . . . . . . .52
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Configuring Reporting Services for Citrix EdgeSight
C HAPTER 1
Welcome
This document describes how to install and configure Microsoft SQL Server Reporting Services for use with products in the Citrix EdgeSight family, including: •
Citrix EdgeSight for Endpoints
•
Citrix EdgeSight for Presentation Server
•
Citrix EdgeSight for NetScaler
The Citrix EdgeSight product family name is used to indicate all the listed EdgeSight products. Before using this document, review the installation guide for the specific Citrix EdgeSight product for information on recommended and minimum system requirements for all software and hardware components. The following installation scenarios are described: •
Installing Reporting Services 2000 (used with SQL Server 2000 SP4) on the same machine as the Citrix EdgeSight Web server. The database server can be on the same or on a different machine.
•
Installing Reporting Services 2005 (as supplied with SQL Server 2005) on the same machine as the Citrix EdgeSight Web server. The database server can be on the same or on a different machine.
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C HAPTER 2
Installing and Configuring Reporting Services 2000
Overview This section describes how to install Reporting Services 2000 (supplied with SQL Server 2000 SP4) on the same machine as a Citrix EdgeSight Web server. The EdgeSight database server can be on a separate machine or the same machine. Throughout these procedures, the Enterprise Edition of SQL Server is used. Note that the Reporting Services and SQL Server editions must match to ensure proper operation. See the Citrix EdgeSight Installation Guide or the Citrix EdgeSight for NetScaler Installation Guide for overall system and configuration requirements. For Citrix EdgeSight for Endpoints and Citrix EdgeSight for Presentation Server, note that your SQL Server should be configured to use SQL Server authentication. This is not required for EdgeSight for NetScaler. The procedures in this section describe the following tasks: •
Install SQL Server Developer Tools.
•
Install SQL Server Service Pack 4.
•
Install Microsoft SQL Server 2000 Reporting Services.
•
Install Microsoft SQL Server 2000 Reporting Services Service Pack 2.
•
Create a new user.
•
Configure Reporting Services security for the new user.
•
Install Citrix EdgeSight software.
•
Configure Reporting Services access from EdgeSight.
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Configuring Reporting Services for Citrix EdgeSight
Installing SQL Server Developer Tools The SQL Server Developer Tools must be installed on the target machine for the Reporting Services installation.To install the developer tools: 1.
Insert and open the applicable Microsoft product CD.
2.
Select the link for Microsoft SQL Server 2000. A file list is displayed.
3.
Run AUTORUN.EXE. The SQL Server installation wizard is displayed.
4.
Select SQL Server 2000 Components. The Install Components screen is displayed.
5.
Select Install Database Server. A message may be displayed prompting you to install Service Pack 3 after finishing the current installation. You can ignore this message; SP3 is not required for the use of the developer tools. Click Continue. The Welcome screen of the installation wizard is displayed.
6.
Click Next. The Computer Name screen is displayed. The name field is already populated.
Chapter 2
Installing and Configuring Reporting Services 2000
9
7.
Select the Local Computer radio button and click Next. The Installation Selection screen is displayed.
8.
Select the Create a new instance of SQL Server, or install Client Tools radio button and click Next. The User Information is displayed.
9.
Enter a name and, optionally, a company name under which the software will be registered. Also, enter the product key from the sticker on you CD case or liner notes. Click Next. The Software License Agreement screen is displayed.
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Configuring Reporting Services for Citrix EdgeSight
10.
Click Yes to accept the license agreement. The Installation Definition screen is displayed.
11.
Select the Client Tools Only radio button. The Select Components screen is displayed.
12.
Accept the default components (although Books Online is optional) and click Next. The Start Copying Files screen is displayed.
13.
Click Next to start copying files. Progress messages are displayed.
14.
When installation is complete, the Setup Complete screen is displayed. Click Finish to exit the installer.
Chapter 2
Installing and Configuring Reporting Services 2000
Installing SQL Server Service Pack 4 To install SQL Server Service Pack 4: 1.
Insert and open the applicable Microsoft product CD.
2.
Select the link for Microsoft SQL Server 2000 Service Pack 4.
3.
Run SETUP.BAT. The Welcome screen of the installation wizard is displayed.
4.
Click Next. The Software License Agreement screen is displayed.
5.
Click Yes to accept the license agreement. The Instance Name screen is displayed.
6.
Click Next. The Connect to Server screen is displayed.
11
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7.
Select the applicable authentication mode and click Next. The user credentials are validated. Once validation is complete, The Error Reporting screen is displayed.
8.
Use the checkbox to indicate whether to automatically submit error reports. Click OK. The Start Copying Files screen is displayed.
9.
Click Next to start copying files. Progress messages are displayed.
10.
When installation is complete, the Setup Complete screen is displayed. Click Finish to exit the installer.
Installing Reporting Services Important Before installing Reporting Services, ensure that Terminal Services is disabled on the target system. There is a known problem resulting in an error if Terminal Services is running during a Reporting Services installation. Terminal Services can be re-enabled after the Reporting Services installation is complete. To install Reporting Services 2000, perform the following steps: 1.
Insert and open the applicable Microsoft product CD.
2.
Select the link for the applicable edition of Microsoft SQL Server 2000 Reporting Services. (The Reporting Services and SQL Server editions must match to ensure proper operation.)
3.
Run SETUP.EXE to start the installation wizard.
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Installing and Configuring Reporting Services 2000
13
4.
Read and accept the End User License Agreement and click Next. The Component Update screen is displayed and the installation of the setup support files is started.
5.
Once the setup support files have been installed, click Next to perform the system prerequisite check. The system is checked for required software components. Note that you may be warned that Visual Studio .NET 2003 is
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Configuring Reporting Services for Citrix EdgeSight
not installed. You can ignore this warning, since Visual Studio is only used in support of the Report Designer.
6.
Click Next to begin the Reporting Services setup. The Welcome screen is displayed.
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Installing and Configuring Reporting Services 2000
15
7.
Click Next on the Welcome screen. The Registration Information screen is displayed.
8.
Review the name and, optionally, company name under which the software will be registered. (The name and company values from the SQL Server
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installation are displayed by default.) Click Next to display the Feature Selection screen.
9.
Accept the default features and click Next. The Service Account screen is displayed.
Chapter 2
Installing and Configuring Reporting Services 2000
17
10.
Specify the “run-as” account information for Reporting Services. It is highly recommended that you use the NT AUTHORITY\NETWORK SERVICE built-in account. You can use a domain user account, but the account should have a password which does not expire. If you must use a domain user account with a time-limited password, be aware that you should proactively reset the password to avoid losing access to reports.
11.
Ensure that the Auto-start the service checkbox is selected. Click Next to display the Reporting Services Virtual Directories screen.
12.
Accept the default names for the Report Server Virtual Directory (ReportServer) and the Report Manager Virtual Directory (Reports). Ensure
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Configuring Reporting Services for Citrix EdgeSight
that the Redirect and Use SSL checkboxes are not selected. Click Next to display the Report Server Database screen.
13.
Select the instance from the SQL Server instance menu. (The SQL Server instance name generally matches the name of the machine where SQL Server is installed.) Accept the default report server name of ReportServer.
14.
Specify the credentials for the account used by the ReportServer service to connect to the SQL Server instance. You can use a domain user account or a SQL Server account, but the account must already exist and must have create database privileges. If the account does not exist or does not have permission to log on to the SQL Server, an error is displayed. Click Next.
Chapter 2
Installing and Configuring Reporting Services 2000
19
After the account has been validated, the Report Server Delivery Settings screen is displayed.
15.
Enter the address of the actual SMTP server to be used to deliver mail generated by Reporting Services, and the from address from an existing account to be used in email. messages. (If the SMTP address is not valid or
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Configuring Reporting Services for Citrix EdgeSight
the email account does not exist, report subscriptions cannot be created.) Click Next to display the Licensing Mode screen.
16.
Select the applicable licensing mode for your copy of SQL Server and specify the corresponding number of seats or processors. Click Next to display the Ready to install screen.
17.
Click Install to begin the installation. Progress messages are displayed.
18.
When installation is complete, a setup complete screen is displayed. Click Finish to exit the installer. You are prompted to reboot the system.
Installing Reporting Services Service Pack 2 To install Reporting Services 2000 SP2: 1.
Insert and open the applicable Microsoft product CD.
2.
Select the link for the applicable edition of Microsoft SQL Server 2000 Reporting Services Service Pack 2.
3.
Run EN_SQL_2K_RS_SP2.EXE. The setup files are extracted.
4.
Read and accept the End User License Agreement and click Next. The Service Pack is applied to your system.
5.
When installation is complete, a message box is displayed notifying you that a system restart is required before the configuration changes will take effect. Click Yes to reboot your system.
Chapter 2
Installing and Configuring Reporting Services 2000
21
Creating a New Reporting Services User You must create a new user which Reporting Services will use to connect to the report server database. This user is created on the system hosting IIS (the Citrix EdgeSight Web server) and must have database access privileges. The account should have a password which does not expire. If you must use a user account with a time-limited password, be aware that you should proactively reset the password to avoid losing access to reports. To create the Reporting Services user: 1.
Open the Computer Management console (for example, Start > Programs > Administrative Tools > Computer Management).
2.
Expand Local Users and Groups, right click on Users, and choose New User from the pop-up menu.
3.
Enter a user name, full user name, and description.
4.
Enter and confirm the password.
5.
To use a non-expiring password (recommended), deselect the User must change password at next logon checkbox and then select the Password never expires checkbox. Click Create. The following figure shows a sample user:
6.
Click Close to dismiss the New User dialog. Note that it is not necessary to add the user to additional groups, because security will be defined for the user through the Report Server. See “Configuring the Reporting Services User” for more information.
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Configuring the Reporting Services User The next task is to configure security for the new Reporting Services user. 1.
Display the report server home page in a browser (http://myserver/ reports).
2.
Click Site Settings. The Site Settings page is displayed.
3.
Locate the Security settings and click Configure site-wide security.
The System Role Assignments page is displayed.
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Installing and Configuring Reporting Services 2000
23
4.
Click New Role Assignment. The New System Role Assignment page is displayed.
5.
Assign the System Administrator role to the new user by entering the user name in the Group or user name field and selecting the System Administrator checkbox.Click OK to complete the assignment. The new user is now displayed on the System Role Assignments page.
6.
Click Home to return to the Home page.
7.
Click the Properties tab. Site users and roles are displayed.
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8.
Click New Role Assignment. The New Role Assignment page is displayed.
9.
Assign all roles to the new user by entering the user name in the Group or user name field and selecting all role checkboxes.Click OK to complete the assignment. The new user is now displayed on the Properties tab.
10.
Close the browser.
Installing Citrix EdgeSight Software For instructions on installing Citrix EdgeSight software, see the Citrix EdgeSight Installation Guide or the Citrix EdgeSight for NetScaler Installation Guide.
Configuring Reporting Services Access from EdgeSight After Citrix EdgeSight has been installed and configured, you must configure access to Reporting Services using the Server Console for your specific EdgeSight software. 1.
Log in to the server console for your specific Citrix EdgeSight software and go to Server Settings > Reporting Services > Server.
2.
Enter the URL for the server running SQL Server Reporting Services, such as http://myserver/ReportServer.
3.
Enter the username, password, and domain name associated with the account used to access the report server, as created in “Creating a New Reporting Services User”. Note that EdgeSight for NetScaler supports domain authentication.
Chapter 2
4.
Installing and Configuring Reporting Services 2000
25
Click the checkboxes to select actions as follows. It is recommended that you select all available actions in order to facilitate your use of Reporting Services capabilities. •
Load Default Reports—Enable this action to load the default set of standard reports. If this action is disabled, the default reports are not loaded from the report server.
•
Generate Report List Mappings—Enable this action to display the default reports under an associated node in the navigation tree. This option is automatically selected if the Load Default Reports option is selected.
•
Create Default Schedules—Enable this action to create a set of default report generation schedules for use when creating subscriptions. If this action is disabled, no default schedules are created.
5.
Click OK. The Reporting Services Configuration dialog is displayed, showing configuration status. Errors are displayed in red text. If you encounter an error, close the dialog and correct the settings, or contact the system administrator for your report server.
6.
When the configuration is complete, click Close to close the dialog.
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Configuring Reporting Services for Citrix EdgeSight
C HAPTER 3
Installing and Configuring Reporting Services 2005
Overview This section describes how to configure Reporting Services 2005 (supplied with SQL Server 2005) on the same machine as a Citrix EdgeSight Web server. The EdgeSight database server can be on a separate machine or the same machine. Throughout these procedures, the Enterprise Edition of SQL Server is used. See the Citrix EdgeSight Installation Guide or the Citrix EdgeSight for NetScaler Installation Guide for overall system and configuration requirements. For Citrix EdgeSight for Endpoints and Citrix EdgeSight for Presentation Server, note that your SQL Server should be configured to use SQL Server authentication. This is not required for EdgeSight for NetScaler. The procedures in this section describe the following tasks: •
Install Microsoft SQL Server 2005 Reporting Services and Developer Tools.
•
Create a new user.
•
Configure Microsoft SQL Server 2005 Reporting Services.
•
Configure Reporting Services security for the new user.
•
Install Citrix EdgeSight software.
•
Configure Reporting Services access from EdgeSight.
Installing SQL Server Reporting Services and Developer Tools The SQL Server Developer Tools must be installed on the target machine for the Reporting Services installation.To install Reporting Services and the developer tools:
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Configuring Reporting Services for Citrix EdgeSight
1.
Insert and open the applicable Microsoft product CD.
2.
The Microsoft SQL Server 2005 installation wizard Start page is displayed.
3.
Under Install, click Server components, tools, Books Online, and samples. The End User License Agreement screen is displayed.
4.
Select the checkbox and click Next to accept the license agreement. The Installing Prerequisites screen is displayed.
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Installing and Configuring Reporting Services 2005
29
5.
Click Next. The Welcome screen of the SQL Server installation wizard is displayed.
6.
Click Next. The System Configuration Check screen is displayed. The configuration check is performed automatically and the results are displayed.
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Configuring Reporting Services for Citrix EdgeSight
7.
Click Next. The wizard downloads the required files to start the installation.The Registration information screen is displayed.
8.
Enter a name and, optionally, a company name under which the software will be registered. Also, enter the product key from the sticker on you CD
Chapter 3
Installing and Configuring Reporting Services 2005
31
case or liner notes. Click Next. The Components to Install screen is displayed.
9.
Select the Reporting Services and Workstation components, Books Online and development tools checkboxes. (If you do not want to install Books online, click Advanced to display the Feature Selection screen and
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Configuring Reporting Services for Citrix EdgeSight
set the SQL Server Online Books to not install.). Click Next. The Instance Name screen is displayed.
10.
Accept the default instance and click Next. The Service Account screen is displayed.
Chapter 3
11.
Installing and Configuring Reporting Services 2005
33
You can use a domain user account or a SQL Server account, but the account must already exist and must have create database privileges. Select the Reporting Services checkbox to start the associated service after installation. Click Next. The Report Server Installation Options screen is displayed.
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Configuring Reporting Services for Citrix EdgeSight
12.
Click Next. The Error and Usage Report Settings screen is displayed.
Chapter 3
13.
Installing and Configuring Reporting Services 2005
Use the checkboxes to indicate whether to automatically submit error reports to your corporate error reporting system or to Microsoft. Click Next. The Ready to Install screen is displayed.
35
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Configuring Reporting Services for Citrix EdgeSight
14.
Review the list of components to be installed. Click Install to begin the installation process.After several interim screens, the Setup Progress screen is displayed. This screen provides detailed setup status by component.
15.
When setup is complete, click Next. The Completing Microsoft SQL Server 2005 Setup screen is displayed. This screen allows you to display a summary log of the installation or configure the server surface area. Click Finish to exit the installation wizard.
Creating a New Reporting Services User You must create a new user which Reporting Services will use to connect to the report server database. This user is created on the system hosting IIS (the Citrix EdgeSight Web server) and must have database access privileges. The account should have a password which does not expire. If you must use a user account with a time-limited password, be aware that you should proactively reset the password to avoid losing access to reports. To create the Reporting Services user: 1.
Open the Computer Management console (for example, Start > Programs > Administrative Tools > Computer Management).
2.
Expand Local Users and Groups, right click on Users, and choose New User from the pop-up menu.
3.
Enter a user name, full user name, and description.
Chapter 3
Installing and Configuring Reporting Services 2005
37
4.
Enter and confirm the password.
5.
To use a non-expiring password (recommended), deselect the User must change password at next logon checkbox and then select the Password never expires checkbox. Click Create. The following figure shows a sample user:
6.
Click Close to dismiss the New User dialog. Note that it is not necessary to add the user to additional groups, because security will be defined for the user through the Report Server. See for more information.
Configuring Reporting Services Important Before installing Reporting Services, ensure that Terminal Services is disabled on the target system. There is a known problem resulting in an error if Terminal Services is running during a Reporting Services installation. Terminal Services can be re-enabled after the Reporting Services installation is complete. You will use the Reporting Services Configuration Manager to configure Reporting Services. As you apply configuration settings, the settings will be validated. Look for the green check icon to verify that configuration changes were applied successfully. To configure Reporting Services 2005, perform the following steps: 1.
Launch the Reporting Services Configuration Manager from the Start menu (Programs > Microsoft SQL Server 2005 > Configuration Tools >
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Configuring Reporting Services for Citrix EdgeSight
Reporting Services Configuration). The Instance Selection dialog is displayed.
2.
Specify a machine and instance and click Connect.The Configure Report Server screen is displayed. Verify that the Service Status is Running.
Chapter 3
Installing and Configuring Reporting Services 2005
39
3.
The next step is to set up the Virtual Directories. Select Report Server Virtual Directory from the navigation pane at the left of the window. Select the New button next to the Name field.
4.
The Create a New Virtual Directory dialog is displayed. Accept the defaults by clicking OK.
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Configuring Reporting Services for Citrix EdgeSight
5.
Click Apply to apply the virtual directory settings.
6.
Select Report Manager Virtual Directory from the navigation pane at the left of the window. Select the New button next to the Name field
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Installing and Configuring Reporting Services 2005
41
7.
The Create a New Virtual Directory dialog is displayed. Accept the defaults by clicking OK.
8.
To finish creating the virtual directories, click Apply.
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Configuring Reporting Services for Citrix EdgeSight
9.
The next step is to set up the Windows Service Identity. Select the Built-in Account radio button and select Network Service from the drop-down menu. Click Apply to update the configuration file.
10.
Note: If you are installing Reporting Services on a Windows 2000 Server system, you can skip the creation of an application pool (app pools are not supported on that platform) and go to Step 14. Select Web Service Identity from the navigation pane. Verify that the ASP .NET Service Account is set to the NeworkService account. Then, create a
Chapter 3
Installing and Configuring Reporting Services 2005
43
new application pool associated with Reporting Services. Select the New button next to the Report Server drop-down menu.
11.
Enter ReportServer in the Application Pool Name field. Select the Built-in Account radio button and select Network Service from the drop-down menu. Click OK to create the application pool.
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Configuring Reporting Services for Citrix EdgeSight
12.
The application pool for Report Server is now displayed as ReportServer. Select ReportServer from the Report Manager drop-down menu to use the new application pool. Click Apply to update the configuration.
13.
Verify that the Web service identity settings were correctly applied.
Chapter 3
Installing and Configuring Reporting Services 2005
45
14.
Select Database Setup from the navigation pane. Verify that the Server Name field displays the name of the target server. Select New to create the Reporting Services database.
15.
In the SQL Server Connection Dialog, you can use either a domain user account or a SQL Server account, but the account must already exist and must have create database privileges. In this example, select SQL Server Account from the Credential Type drop-down menu and enter your system
46
Configuring Reporting Services for Citrix EdgeSight
administrator (sa) username and password. Use the default setting for the database name and language.
16.
Now we are going to use the Reporting Services user account. See for more information on the user account. Select Windows Credentials from the Credentials Type drop-down menu. Enter the account name
Chapter 3
Installing and Configuring Reporting Services 2005
(machinename\username) in the Account Name field and the password in the Password field. Click Apply.
17.
Enter your “sa” password to ensure that the changes are applied to the database.
18.
Select Initialization from the navigation pane. Verify that the current Machine and Instance are listed. Verify that the check box is checked and
47
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Configuring Reporting Services for Citrix EdgeSight
then click on the Initialize button. (Note that the Encryption Keys step is not required for this installation and has been skipped.).
19.
Verify that the initialization process completed correctly.
20.
Click on Email Settings in the navigation pane. Enter the address of the actual SMTP server to be used to deliver mail generated by Reporting
Chapter 3
Installing and Configuring Reporting Services 2005
49
Services, and the from address from an existing account to be used in email. messages. (If the SMTP address is not valid or the email account does not exist, report subscriptions cannot be created.) Apply the email settings. 21.
The next step is to verify the Reporting Services installation. Open the IIS Manager and validate that the Application Pools and Web Sites are set up correctly.
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Configuring Reporting Services for Citrix EdgeSight
22.
Also, open the SQL Server Management Studio and verify that the ReportServer and the ReportServer TempDB were both created.
Configuring the Reporting Services User The next task is to configure security for the new Reporting Services user. 1.
Display the report server home page in a browser (http://myserver/ reports).
2.
Click Site Settings. The Site Settings page is displayed.
Chapter 3
3.
Installing and Configuring Reporting Services 2005
51
Locate the Security settings and click Configure site-wide security.
The System Role Assignments page is displayed.
4.
Click New Role Assignment. The New System Role Assignment page is displayed.
5.
Assign the System Administrator role to the new user by entering the user name in the Group or user name field and selecting the System Administrator checkbox.Click OK to complete the assignment. The new user is now displayed on the System Role Assignments page.
6.
Click Home to return to the Home page.
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Configuring Reporting Services for Citrix EdgeSight
7.
Click the Properties tab. Site users and roles are displayed.
8.
Click New Role Assignment. The New Role Assignment page is displayed.
9.
Assign all roles to the new user by entering the user name in the Group or user name field and selecting all role checkboxes.Click OK to complete the assignment. The new user is now displayed on the Properties tab.
10.
Close the browser.
Installing Citrix EdgeSight Software For instructions on installing Citrix EdgeSight software, see the Citrix EdgeSight Installation Guide or the Citrix EdgeSight for NetScaler Installation Guide.
Configuring Reporting Services Access from EdgeSight After Citrix EdgeSight has been installed and configured, you must configure access to Reporting Services using the Server Console for your specific EdgeSight software.
Chapter 3
Installing and Configuring Reporting Services 2005
53
1.
Log in to the EdgeSight Server Console and go to Server Settings > Reporting Services > Server.
2.
Enter the URL for the server running SQL Server Reporting Services, such as http://myserver/ReportServer.
3.
Enter the username, password, and domain name associated with the account used to access the report server, as created in “Creating a New Reporting Services User” on page 36. Note that EdgeSight for NetScaler supports domain authentication.
4.
Click the checkboxes to select actions as follows. It is recommended that you select all available actions in order to facilitate your use of Reporting Services capabilities. •
Load Default Reports—Enable this action to load the default set of standard reports. If this action is disabled, the default reports are not loaded from the report server.
•
Generate Report List Mappings—Enable this action to display the default reports under an associated node in the navigation tree. This option is automatically selected if the Load Default Reports option is selected.
•
Create Default Schedules—Enable this action to create a set of default report generation schedules for use when creating subscriptions. If this action is disabled, no default schedules are created.
5.
Click OK. The Reporting Services Configuration dialog is displayed, showing configuration status. Errors are displayed in red text. If you encounter an error, close the dialog and correct the settings, or contact the system administrator for your report server.
6.
When the configuration is complete, click Close to close the dialog.
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Configuring Reporting Services for Citrix EdgeSight
Citrix EdgeSight™ Citrix EdgeSight™ for Presentation Server Citrix EdgeSight™ for Endpoints Citrix EdgeSight™ for NetScaler®
Copyright and Trademark Notice Use of the product documented in this guide is subject to your prior acceptance of the End User License Agreement. A printable copy of the End User License Agreement is included on your product CD-ROM. Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Citrix Systems, Inc. © 2006 Citrix Systems, Inc. All rights reserved. Citrix, Metaframe, and NetScaler are registered trademarks and EdgeSight is a trademark of Citrix Systems, Inc. in the United States and other countries. Trademark Acknowledgements All other trademarks and registered trademarks are the property of their respective owners. Document Code: July 13, 2007 (MS)
C ONTENTS
Contents
Chapter 1
Welcome
Chapter 2
Installing and Configuring Reporting Services 2000 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Installing SQL Server Developer Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Installing SQL Server Service Pack 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 Installing Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 Installing Reporting Services Service Pack 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20 Creating a New Reporting Services User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Configuring the Reporting Services User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 Installing Citrix EdgeSight Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Configuring Reporting Services Access from EdgeSight . . . . . . . . . . . . . . . . . . . .24
Chapter 3
Installing and Configuring Reporting Services 2005 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Installing SQL Server Reporting Services and Developer Tools . . . . . . . . . . . . . .27 Creating a New Reporting Services User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36 Configuring Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37 Configuring the Reporting Services User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50 Installing Citrix EdgeSight Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52 Configuring Reporting Services Access from EdgeSight . . . . . . . . . . . . . . . . . . . .52
4
Configuring Reporting Services for Citrix EdgeSight
C HAPTER 1
Welcome
This document describes how to install and configure Microsoft SQL Server Reporting Services for use with products in the Citrix EdgeSight family, including: •
Citrix EdgeSight for Endpoints
•
Citrix EdgeSight for Presentation Server
•
Citrix EdgeSight for NetScaler
The Citrix EdgeSight product family name is used to indicate all the listed EdgeSight products. Before using this document, review the installation guide for the specific Citrix EdgeSight product for information on recommended and minimum system requirements for all software and hardware components. The following installation scenarios are described: •
Installing Reporting Services 2000 (used with SQL Server 2000 SP4) on the same machine as the Citrix EdgeSight Web server. The database server can be on the same or on a different machine.
•
Installing Reporting Services 2005 (as supplied with SQL Server 2005) on the same machine as the Citrix EdgeSight Web server. The database server can be on the same or on a different machine.
6
Configuring Reporting Services for Citrix EdgeSight
C HAPTER 2
Installing and Configuring Reporting Services 2000
Overview This section describes how to install Reporting Services 2000 (supplied with SQL Server 2000 SP4) on the same machine as a Citrix EdgeSight Web server. The EdgeSight database server can be on a separate machine or the same machine. Throughout these procedures, the Enterprise Edition of SQL Server is used. Note that the Reporting Services and SQL Server editions must match to ensure proper operation. See the Citrix EdgeSight Installation Guide or the Citrix EdgeSight for NetScaler Installation Guide for overall system and configuration requirements. For Citrix EdgeSight for Endpoints and Citrix EdgeSight for Presentation Server, note that your SQL Server should be configured to use SQL Server authentication. This is not required for EdgeSight for NetScaler. The procedures in this section describe the following tasks: •
Install SQL Server Developer Tools.
•
Install SQL Server Service Pack 4.
•
Install Microsoft SQL Server 2000 Reporting Services.
•
Install Microsoft SQL Server 2000 Reporting Services Service Pack 2.
•
Create a new user.
•
Configure Reporting Services security for the new user.
•
Install Citrix EdgeSight software.
•
Configure Reporting Services access from EdgeSight.
8
Configuring Reporting Services for Citrix EdgeSight
Installing SQL Server Developer Tools The SQL Server Developer Tools must be installed on the target machine for the Reporting Services installation.To install the developer tools: 1.
Insert and open the applicable Microsoft product CD.
2.
Select the link for Microsoft SQL Server 2000. A file list is displayed.
3.
Run AUTORUN.EXE. The SQL Server installation wizard is displayed.
4.
Select SQL Server 2000 Components. The Install Components screen is displayed.
5.
Select Install Database Server. A message may be displayed prompting you to install Service Pack 3 after finishing the current installation. You can ignore this message; SP3 is not required for the use of the developer tools. Click Continue. The Welcome screen of the installation wizard is displayed.
6.
Click Next. The Computer Name screen is displayed. The name field is already populated.
Chapter 2
Installing and Configuring Reporting Services 2000
9
7.
Select the Local Computer radio button and click Next. The Installation Selection screen is displayed.
8.
Select the Create a new instance of SQL Server, or install Client Tools radio button and click Next. The User Information is displayed.
9.
Enter a name and, optionally, a company name under which the software will be registered. Also, enter the product key from the sticker on you CD case or liner notes. Click Next. The Software License Agreement screen is displayed.
10
Configuring Reporting Services for Citrix EdgeSight
10.
Click Yes to accept the license agreement. The Installation Definition screen is displayed.
11.
Select the Client Tools Only radio button. The Select Components screen is displayed.
12.
Accept the default components (although Books Online is optional) and click Next. The Start Copying Files screen is displayed.
13.
Click Next to start copying files. Progress messages are displayed.
14.
When installation is complete, the Setup Complete screen is displayed. Click Finish to exit the installer.
Chapter 2
Installing and Configuring Reporting Services 2000
Installing SQL Server Service Pack 4 To install SQL Server Service Pack 4: 1.
Insert and open the applicable Microsoft product CD.
2.
Select the link for Microsoft SQL Server 2000 Service Pack 4.
3.
Run SETUP.BAT. The Welcome screen of the installation wizard is displayed.
4.
Click Next. The Software License Agreement screen is displayed.
5.
Click Yes to accept the license agreement. The Instance Name screen is displayed.
6.
Click Next. The Connect to Server screen is displayed.
11
12
Configuring Reporting Services for Citrix EdgeSight
7.
Select the applicable authentication mode and click Next. The user credentials are validated. Once validation is complete, The Error Reporting screen is displayed.
8.
Use the checkbox to indicate whether to automatically submit error reports. Click OK. The Start Copying Files screen is displayed.
9.
Click Next to start copying files. Progress messages are displayed.
10.
When installation is complete, the Setup Complete screen is displayed. Click Finish to exit the installer.
Installing Reporting Services Important Before installing Reporting Services, ensure that Terminal Services is disabled on the target system. There is a known problem resulting in an error if Terminal Services is running during a Reporting Services installation. Terminal Services can be re-enabled after the Reporting Services installation is complete. To install Reporting Services 2000, perform the following steps: 1.
Insert and open the applicable Microsoft product CD.
2.
Select the link for the applicable edition of Microsoft SQL Server 2000 Reporting Services. (The Reporting Services and SQL Server editions must match to ensure proper operation.)
3.
Run SETUP.EXE to start the installation wizard.
Chapter 2
Installing and Configuring Reporting Services 2000
13
4.
Read and accept the End User License Agreement and click Next. The Component Update screen is displayed and the installation of the setup support files is started.
5.
Once the setup support files have been installed, click Next to perform the system prerequisite check. The system is checked for required software components. Note that you may be warned that Visual Studio .NET 2003 is
14
Configuring Reporting Services for Citrix EdgeSight
not installed. You can ignore this warning, since Visual Studio is only used in support of the Report Designer.
6.
Click Next to begin the Reporting Services setup. The Welcome screen is displayed.
Chapter 2
Installing and Configuring Reporting Services 2000
15
7.
Click Next on the Welcome screen. The Registration Information screen is displayed.
8.
Review the name and, optionally, company name under which the software will be registered. (The name and company values from the SQL Server
16
Configuring Reporting Services for Citrix EdgeSight
installation are displayed by default.) Click Next to display the Feature Selection screen.
9.
Accept the default features and click Next. The Service Account screen is displayed.
Chapter 2
Installing and Configuring Reporting Services 2000
17
10.
Specify the “run-as” account information for Reporting Services. It is highly recommended that you use the NT AUTHORITY\NETWORK SERVICE built-in account. You can use a domain user account, but the account should have a password which does not expire. If you must use a domain user account with a time-limited password, be aware that you should proactively reset the password to avoid losing access to reports.
11.
Ensure that the Auto-start the service checkbox is selected. Click Next to display the Reporting Services Virtual Directories screen.
12.
Accept the default names for the Report Server Virtual Directory (ReportServer) and the Report Manager Virtual Directory (Reports). Ensure
18
Configuring Reporting Services for Citrix EdgeSight
that the Redirect and Use SSL checkboxes are not selected. Click Next to display the Report Server Database screen.
13.
Select the instance from the SQL Server instance menu. (The SQL Server instance name generally matches the name of the machine where SQL Server is installed.) Accept the default report server name of ReportServer.
14.
Specify the credentials for the account used by the ReportServer service to connect to the SQL Server instance. You can use a domain user account or a SQL Server account, but the account must already exist and must have create database privileges. If the account does not exist or does not have permission to log on to the SQL Server, an error is displayed. Click Next.
Chapter 2
Installing and Configuring Reporting Services 2000
19
After the account has been validated, the Report Server Delivery Settings screen is displayed.
15.
Enter the address of the actual SMTP server to be used to deliver mail generated by Reporting Services, and the from address from an existing account to be used in email. messages. (If the SMTP address is not valid or
20
Configuring Reporting Services for Citrix EdgeSight
the email account does not exist, report subscriptions cannot be created.) Click Next to display the Licensing Mode screen.
16.
Select the applicable licensing mode for your copy of SQL Server and specify the corresponding number of seats or processors. Click Next to display the Ready to install screen.
17.
Click Install to begin the installation. Progress messages are displayed.
18.
When installation is complete, a setup complete screen is displayed. Click Finish to exit the installer. You are prompted to reboot the system.
Installing Reporting Services Service Pack 2 To install Reporting Services 2000 SP2: 1.
Insert and open the applicable Microsoft product CD.
2.
Select the link for the applicable edition of Microsoft SQL Server 2000 Reporting Services Service Pack 2.
3.
Run EN_SQL_2K_RS_SP2.EXE. The setup files are extracted.
4.
Read and accept the End User License Agreement and click Next. The Service Pack is applied to your system.
5.
When installation is complete, a message box is displayed notifying you that a system restart is required before the configuration changes will take effect. Click Yes to reboot your system.
Chapter 2
Installing and Configuring Reporting Services 2000
21
Creating a New Reporting Services User You must create a new user which Reporting Services will use to connect to the report server database. This user is created on the system hosting IIS (the Citrix EdgeSight Web server) and must have database access privileges. The account should have a password which does not expire. If you must use a user account with a time-limited password, be aware that you should proactively reset the password to avoid losing access to reports. To create the Reporting Services user: 1.
Open the Computer Management console (for example, Start > Programs > Administrative Tools > Computer Management).
2.
Expand Local Users and Groups, right click on Users, and choose New User from the pop-up menu.
3.
Enter a user name, full user name, and description.
4.
Enter and confirm the password.
5.
To use a non-expiring password (recommended), deselect the User must change password at next logon checkbox and then select the Password never expires checkbox. Click Create. The following figure shows a sample user:
6.
Click Close to dismiss the New User dialog. Note that it is not necessary to add the user to additional groups, because security will be defined for the user through the Report Server. See “Configuring the Reporting Services User” for more information.
22
Configuring Reporting Services for Citrix EdgeSight
Configuring the Reporting Services User The next task is to configure security for the new Reporting Services user. 1.
Display the report server home page in a browser (http://myserver/ reports).
2.
Click Site Settings. The Site Settings page is displayed.
3.
Locate the Security settings and click Configure site-wide security.
The System Role Assignments page is displayed.
Chapter 2
Installing and Configuring Reporting Services 2000
23
4.
Click New Role Assignment. The New System Role Assignment page is displayed.
5.
Assign the System Administrator role to the new user by entering the user name in the Group or user name field and selecting the System Administrator checkbox.Click OK to complete the assignment. The new user is now displayed on the System Role Assignments page.
6.
Click Home to return to the Home page.
7.
Click the Properties tab. Site users and roles are displayed.
24
Configuring Reporting Services for Citrix EdgeSight
8.
Click New Role Assignment. The New Role Assignment page is displayed.
9.
Assign all roles to the new user by entering the user name in the Group or user name field and selecting all role checkboxes.Click OK to complete the assignment. The new user is now displayed on the Properties tab.
10.
Close the browser.
Installing Citrix EdgeSight Software For instructions on installing Citrix EdgeSight software, see the Citrix EdgeSight Installation Guide or the Citrix EdgeSight for NetScaler Installation Guide.
Configuring Reporting Services Access from EdgeSight After Citrix EdgeSight has been installed and configured, you must configure access to Reporting Services using the Server Console for your specific EdgeSight software. 1.
Log in to the server console for your specific Citrix EdgeSight software and go to Server Settings > Reporting Services > Server.
2.
Enter the URL for the server running SQL Server Reporting Services, such as http://myserver/ReportServer.
3.
Enter the username, password, and domain name associated with the account used to access the report server, as created in “Creating a New Reporting Services User”. Note that EdgeSight for NetScaler supports domain authentication.
Chapter 2
4.
Installing and Configuring Reporting Services 2000
25
Click the checkboxes to select actions as follows. It is recommended that you select all available actions in order to facilitate your use of Reporting Services capabilities. •
Load Default Reports—Enable this action to load the default set of standard reports. If this action is disabled, the default reports are not loaded from the report server.
•
Generate Report List Mappings—Enable this action to display the default reports under an associated node in the navigation tree. This option is automatically selected if the Load Default Reports option is selected.
•
Create Default Schedules—Enable this action to create a set of default report generation schedules for use when creating subscriptions. If this action is disabled, no default schedules are created.
5.
Click OK. The Reporting Services Configuration dialog is displayed, showing configuration status. Errors are displayed in red text. If you encounter an error, close the dialog and correct the settings, or contact the system administrator for your report server.
6.
When the configuration is complete, click Close to close the dialog.
26
Configuring Reporting Services for Citrix EdgeSight
C HAPTER 3
Installing and Configuring Reporting Services 2005
Overview This section describes how to configure Reporting Services 2005 (supplied with SQL Server 2005) on the same machine as a Citrix EdgeSight Web server. The EdgeSight database server can be on a separate machine or the same machine. Throughout these procedures, the Enterprise Edition of SQL Server is used. See the Citrix EdgeSight Installation Guide or the Citrix EdgeSight for NetScaler Installation Guide for overall system and configuration requirements. For Citrix EdgeSight for Endpoints and Citrix EdgeSight for Presentation Server, note that your SQL Server should be configured to use SQL Server authentication. This is not required for EdgeSight for NetScaler. The procedures in this section describe the following tasks: •
Install Microsoft SQL Server 2005 Reporting Services and Developer Tools.
•
Create a new user.
•
Configure Microsoft SQL Server 2005 Reporting Services.
•
Configure Reporting Services security for the new user.
•
Install Citrix EdgeSight software.
•
Configure Reporting Services access from EdgeSight.
Installing SQL Server Reporting Services and Developer Tools The SQL Server Developer Tools must be installed on the target machine for the Reporting Services installation.To install Reporting Services and the developer tools:
28
Configuring Reporting Services for Citrix EdgeSight
1.
Insert and open the applicable Microsoft product CD.
2.
The Microsoft SQL Server 2005 installation wizard Start page is displayed.
3.
Under Install, click Server components, tools, Books Online, and samples. The End User License Agreement screen is displayed.
4.
Select the checkbox and click Next to accept the license agreement. The Installing Prerequisites screen is displayed.
Chapter 3
Installing and Configuring Reporting Services 2005
29
5.
Click Next. The Welcome screen of the SQL Server installation wizard is displayed.
6.
Click Next. The System Configuration Check screen is displayed. The configuration check is performed automatically and the results are displayed.
30
Configuring Reporting Services for Citrix EdgeSight
7.
Click Next. The wizard downloads the required files to start the installation.The Registration information screen is displayed.
8.
Enter a name and, optionally, a company name under which the software will be registered. Also, enter the product key from the sticker on you CD
Chapter 3
Installing and Configuring Reporting Services 2005
31
case or liner notes. Click Next. The Components to Install screen is displayed.
9.
Select the Reporting Services and Workstation components, Books Online and development tools checkboxes. (If you do not want to install Books online, click Advanced to display the Feature Selection screen and
32
Configuring Reporting Services for Citrix EdgeSight
set the SQL Server Online Books to not install.). Click Next. The Instance Name screen is displayed.
10.
Accept the default instance and click Next. The Service Account screen is displayed.
Chapter 3
11.
Installing and Configuring Reporting Services 2005
33
You can use a domain user account or a SQL Server account, but the account must already exist and must have create database privileges. Select the Reporting Services checkbox to start the associated service after installation. Click Next. The Report Server Installation Options screen is displayed.
34
Configuring Reporting Services for Citrix EdgeSight
12.
Click Next. The Error and Usage Report Settings screen is displayed.
Chapter 3
13.
Installing and Configuring Reporting Services 2005
Use the checkboxes to indicate whether to automatically submit error reports to your corporate error reporting system or to Microsoft. Click Next. The Ready to Install screen is displayed.
35
36
Configuring Reporting Services for Citrix EdgeSight
14.
Review the list of components to be installed. Click Install to begin the installation process.After several interim screens, the Setup Progress screen is displayed. This screen provides detailed setup status by component.
15.
When setup is complete, click Next. The Completing Microsoft SQL Server 2005 Setup screen is displayed. This screen allows you to display a summary log of the installation or configure the server surface area. Click Finish to exit the installation wizard.
Creating a New Reporting Services User You must create a new user which Reporting Services will use to connect to the report server database. This user is created on the system hosting IIS (the Citrix EdgeSight Web server) and must have database access privileges. The account should have a password which does not expire. If you must use a user account with a time-limited password, be aware that you should proactively reset the password to avoid losing access to reports. To create the Reporting Services user: 1.
Open the Computer Management console (for example, Start > Programs > Administrative Tools > Computer Management).
2.
Expand Local Users and Groups, right click on Users, and choose New User from the pop-up menu.
3.
Enter a user name, full user name, and description.
Chapter 3
Installing and Configuring Reporting Services 2005
37
4.
Enter and confirm the password.
5.
To use a non-expiring password (recommended), deselect the User must change password at next logon checkbox and then select the Password never expires checkbox. Click Create. The following figure shows a sample user:
6.
Click Close to dismiss the New User dialog. Note that it is not necessary to add the user to additional groups, because security will be defined for the user through the Report Server. See for more information.
Configuring Reporting Services Important Before installing Reporting Services, ensure that Terminal Services is disabled on the target system. There is a known problem resulting in an error if Terminal Services is running during a Reporting Services installation. Terminal Services can be re-enabled after the Reporting Services installation is complete. You will use the Reporting Services Configuration Manager to configure Reporting Services. As you apply configuration settings, the settings will be validated. Look for the green check icon to verify that configuration changes were applied successfully. To configure Reporting Services 2005, perform the following steps: 1.
Launch the Reporting Services Configuration Manager from the Start menu (Programs > Microsoft SQL Server 2005 > Configuration Tools >
38
Configuring Reporting Services for Citrix EdgeSight
Reporting Services Configuration). The Instance Selection dialog is displayed.
2.
Specify a machine and instance and click Connect.The Configure Report Server screen is displayed. Verify that the Service Status is Running.
Chapter 3
Installing and Configuring Reporting Services 2005
39
3.
The next step is to set up the Virtual Directories. Select Report Server Virtual Directory from the navigation pane at the left of the window. Select the New button next to the Name field.
4.
The Create a New Virtual Directory dialog is displayed. Accept the defaults by clicking OK.
40
Configuring Reporting Services for Citrix EdgeSight
5.
Click Apply to apply the virtual directory settings.
6.
Select Report Manager Virtual Directory from the navigation pane at the left of the window. Select the New button next to the Name field
Chapter 3
Installing and Configuring Reporting Services 2005
41
7.
The Create a New Virtual Directory dialog is displayed. Accept the defaults by clicking OK.
8.
To finish creating the virtual directories, click Apply.
42
Configuring Reporting Services for Citrix EdgeSight
9.
The next step is to set up the Windows Service Identity. Select the Built-in Account radio button and select Network Service from the drop-down menu. Click Apply to update the configuration file.
10.
Note: If you are installing Reporting Services on a Windows 2000 Server system, you can skip the creation of an application pool (app pools are not supported on that platform) and go to Step 14. Select Web Service Identity from the navigation pane. Verify that the ASP .NET Service Account is set to the NeworkService account. Then, create a
Chapter 3
Installing and Configuring Reporting Services 2005
43
new application pool associated with Reporting Services. Select the New button next to the Report Server drop-down menu.
11.
Enter ReportServer in the Application Pool Name field. Select the Built-in Account radio button and select Network Service from the drop-down menu. Click OK to create the application pool.
44
Configuring Reporting Services for Citrix EdgeSight
12.
The application pool for Report Server is now displayed as ReportServer. Select ReportServer from the Report Manager drop-down menu to use the new application pool. Click Apply to update the configuration.
13.
Verify that the Web service identity settings were correctly applied.
Chapter 3
Installing and Configuring Reporting Services 2005
45
14.
Select Database Setup from the navigation pane. Verify that the Server Name field displays the name of the target server. Select New to create the Reporting Services database.
15.
In the SQL Server Connection Dialog, you can use either a domain user account or a SQL Server account, but the account must already exist and must have create database privileges. In this example, select SQL Server Account from the Credential Type drop-down menu and enter your system
46
Configuring Reporting Services for Citrix EdgeSight
administrator (sa) username and password. Use the default setting for the database name and language.
16.
Now we are going to use the Reporting Services user account. See for more information on the user account. Select Windows Credentials from the Credentials Type drop-down menu. Enter the account name
Chapter 3
Installing and Configuring Reporting Services 2005
(machinename\username) in the Account Name field and the password in the Password field. Click Apply.
17.
Enter your “sa” password to ensure that the changes are applied to the database.
18.
Select Initialization from the navigation pane. Verify that the current Machine and Instance are listed. Verify that the check box is checked and
47
48
Configuring Reporting Services for Citrix EdgeSight
then click on the Initialize button. (Note that the Encryption Keys step is not required for this installation and has been skipped.).
19.
Verify that the initialization process completed correctly.
20.
Click on Email Settings in the navigation pane. Enter the address of the actual SMTP server to be used to deliver mail generated by Reporting
Chapter 3
Installing and Configuring Reporting Services 2005
49
Services, and the from address from an existing account to be used in email. messages. (If the SMTP address is not valid or the email account does not exist, report subscriptions cannot be created.) Apply the email settings. 21.
The next step is to verify the Reporting Services installation. Open the IIS Manager and validate that the Application Pools and Web Sites are set up correctly.
50
Configuring Reporting Services for Citrix EdgeSight
22.
Also, open the SQL Server Management Studio and verify that the ReportServer and the ReportServer TempDB were both created.
Configuring the Reporting Services User The next task is to configure security for the new Reporting Services user. 1.
Display the report server home page in a browser (http://myserver/ reports).
2.
Click Site Settings. The Site Settings page is displayed.
Chapter 3
3.
Installing and Configuring Reporting Services 2005
51
Locate the Security settings and click Configure site-wide security.
The System Role Assignments page is displayed.
4.
Click New Role Assignment. The New System Role Assignment page is displayed.
5.
Assign the System Administrator role to the new user by entering the user name in the Group or user name field and selecting the System Administrator checkbox.Click OK to complete the assignment. The new user is now displayed on the System Role Assignments page.
6.
Click Home to return to the Home page.
52
Configuring Reporting Services for Citrix EdgeSight
7.
Click the Properties tab. Site users and roles are displayed.
8.
Click New Role Assignment. The New Role Assignment page is displayed.
9.
Assign all roles to the new user by entering the user name in the Group or user name field and selecting all role checkboxes.Click OK to complete the assignment. The new user is now displayed on the Properties tab.
10.
Close the browser.
Installing Citrix EdgeSight Software For instructions on installing Citrix EdgeSight software, see the Citrix EdgeSight Installation Guide or the Citrix EdgeSight for NetScaler Installation Guide.
Configuring Reporting Services Access from EdgeSight After Citrix EdgeSight has been installed and configured, you must configure access to Reporting Services using the Server Console for your specific EdgeSight software.
Chapter 3
Installing and Configuring Reporting Services 2005
53
1.
Log in to the EdgeSight Server Console and go to Server Settings > Reporting Services > Server.
2.
Enter the URL for the server running SQL Server Reporting Services, such as http://myserver/ReportServer.
3.
Enter the username, password, and domain name associated with the account used to access the report server, as created in “Creating a New Reporting Services User” on page 36. Note that EdgeSight for NetScaler supports domain authentication.
4.
Click the checkboxes to select actions as follows. It is recommended that you select all available actions in order to facilitate your use of Reporting Services capabilities. •
Load Default Reports—Enable this action to load the default set of standard reports. If this action is disabled, the default reports are not loaded from the report server.
•
Generate Report List Mappings—Enable this action to display the default reports under an associated node in the navigation tree. This option is automatically selected if the Load Default Reports option is selected.
•
Create Default Schedules—Enable this action to create a set of default report generation schedules for use when creating subscriptions. If this action is disabled, no default schedules are created.
5.
Click OK. The Reporting Services Configuration dialog is displayed, showing configuration status. Errors are displayed in red text. If you encounter an error, close the dialog and correct the settings, or contact the system administrator for your report server.
6.
When the configuration is complete, click Close to close the dialog.
54
Configuring Reporting Services for Citrix EdgeSight
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