Use the Report Server tab to specify report server connection information.
Contents
Toolbar
| Field | Description |
|---|
| Save
|
Select this option to save your changes.
|
| Test
|
Click this option to test the connection for the Database Connection (Ajera CRM, not Report Server) and Report Server Configuration.
|
| Change Password
|
Select this option to change your Weblink password.
|
| Help
|
Select this option to access online Help related to the Weblink utility.
|
Report Server Web Service Access
| Field | Description |
|---|
| Server URL
|
Enter the URL of the SSRS report server.
|
| Windows Username
|
Enter the Windows username that will be used to access the report server Web service.
|
| Windows Password
|
Enter the password for the Windows username.
|
| Use HTTPS for Reporting Services Server-Side Calls (See Documentation for More Information)
|
Server side calls (from the web/application server to the SSRS server) and client side calls (from the
Ajera CRM Smart Client to the SSRS server) occur when running reports. By default, all server side calls to SSRS will use HTTP and client side calls to SSRS will use whatever was used to access the
Ajera CRM application (HTTP or HTTPS).
Select this check box to override the current reporting framework behavior to use HTTPS for server side SSRS calls. If you do so, the client side behavior remains unchanged.
If your firm is using HTTP for
Ajera CRM, do not select this check box. It is only designed to be used with an SSL configuration.
If your firm is using HTTPS for
Ajera CRM and you select this check box, then the call will be made using HTTPS for SSRS server side and HTTPS for SSRS client side.
|
Report Server Database Access
| Field | Description |
|---|
| Server Name
|
Enter the server name. This field is only used to access the report server database catalog.
|
| Database Name
|
Enter the name of the report server database used for the report server URL configured above.
|
| Windows Authentication
|
Select this option to use the
Windows Username and
Windows Password to access the Report Server database.
This user account must have been created as a valid user account in SQL Server and must have the appropriate rights to the ReportServer and ReportServerTempDB databases as well as the
Ajera CRM transaction database.
If this box is selected, then the
Database Username and
Database Password fields are disabled. The Windows username and password will be used instead.
If this box is not selected, then you must specify a
Database Username and
Database Password to use.
|
| Database Username
|
Enter the username that will be used to access this Report Server database.
|
| Database Password
|
Enter the password for the database username.
|
Use Alternate Database for Reporting
Select this option to enable the use of an alternate database for reporting. The database configuration fields in the section are enabled after you select the option. When you use an alternate database for reporting, consider the following:
- Find an appropriate method to create a copy of the database on the second SQL Server (for example, transactional replication, log shipping, database backup/restore, or third party tools that support SQL Server snapshot backup).
- Ensure that the database copy used for reporting is kept in sync with the transaction database. Not keeping the databases in sync will result in stale data for reporting purposes.
- Ensure that the SQL login used for authentication has read-only access to the database.
| Field | Description |
|---|
| Server Name
|
Enter the name of the SQL Server hosting the alternate database. This field is enabled when the
Use Alternate Database for Reporting option is selected.
|
| Database Name
|
Enter the name of the alternate database. This field is enabled when the
Use Alternate Database for Reporting option is selected.
|
| Windows Authentication
|
Select this option if you are using Windows Authentication for the database connection. The identity of the DeltekAjeraCRMAppPool requires read-only rights to the alternate database. This field is enabled when the
Use Alternate Database for Reporting option is selected.
|
| Database Username
|
If you are not using Windows Authentication, enter the SQL server username with read-only rights to the alternate database. This field is enabled when the
Use Alternate Database for Reporting option is selected, but is disabled if the
Windows Authentication option is selected.
|
| Database Password
|
If you are not using Windows Authentication, enter the SQL server password with read-only rights to the alternate database. This field is enabled when the
Use Alternate Database for Reporting option is selected, but is disabled if the
Windows Authentication option is selected.
|
| Field | Description |
|---|
| Report Root Folder
|
Enter the name of the root folder where all
Ajera CRM reports are installed.
|
