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Deployment Checklist: Install Reporting Services into an Existing SharePoint Farm

Reporting Services SharePoint report servers can be installed into a new SharePoint Farm or into an existing SharePoint farm. This topic describes the possible scenarios and best practices for installing into and existing SharePoint farm.

Before you run Setup, review the following information:

Step

Link

Review the system requirements

Hardware and Software Requirements (PowerPivot for SharePoint and Reporting Services in SharePoint Mode) (SharePoint 2010)

Create or identify the accounts used in a report server deployment. You must have a service account for the Report Server service, and credentials for connecting to the report server database

Decide on an instance of SQL Server to host the report server database. You can use a local or remote instance of SQL Server. You should choose an instance that is on a computer that has the storage capacity to accommodate your reports.

(Optional) Find the name of the SMTP server or gateway that provides e-mail service to your organization if you want to use report server e-mail in subscriptions

Configure a Report Server for E-Mail Delivery (SSRS Configuration Manager)

Note Note

If you are upgrading a computer from a previous CTP release SQL Server 2012 and you had made custom changes to the configuration files, you will need to make the same changes to the configuration files, following the upgrade to SQL Server 2014. The affected files are web.config and client.config.

The following table describes the possible scenarios when you are installing Reporting Services into and existing SharePoint Farm. Local mode allows reports to be rendered locally from the SharePoint document library, without integration with a report server. The Reporting Services add-in for SharePoint products is required but a report server is not. For more information on local mode, see Local Mode vs. Connected Mode Reports in the Report Viewer (Reporting Services in SharePoint Mode) and Where to find the Reporting Services add-in for SharePoint Products (SharePoint 2010 and SharePoint 2013).

Starting Configuration

Workflow

Ending Configuration

Comments

SQL Server 2008 R2 in Local mode

Installation

Connected mode SQL Server 2014.

Connected Mode SQL Server 2008 or SQL Server 2008 R2

In place upgrade

Connected mode SQL Server 2014.

Connected Mode SQL Server 2008 or SQL Server 2008 R2

Migration

Connected mode SQL Server 2014.

The following table summarizes the steps, tools, and information you should review and use for the installation:

Step

Link

Installation and initial configuration

Install the SharePoint add-in on all Web front-end (WFE) computers.

Add an Additional Reporting Services Web Front-end to a Farm

Install SQL Server SQL Server 2012 Reporting Services and the Database engine.

Install Reporting Services SharePoint Mode for SharePoint 2010

Create at least one SSRS service application and configure service app association.

See the ‘Service Application’ section in Install Reporting Services SharePoint Mode for SharePoint 2010

Additional Configuration

Add SSRS content types to your document library.

Add Report Server Content Types to a Library (Reporting Services in SharePoint Integrated Mode)

Provision SQL Server Agent

Provision Subscriptions and Alerts for SSRS Service Applications

Configure e-mail settings for your Service application

Configure E-mail for a Reporting Services Service Application (SharePoint 2010 and SharePoint 2013)

Configure Claims to Windows Token Service (c2WTS)

Claims to Windows Token Service (C2WTS) and Reporting Services

The following is a list of the basic steps for a migration from an existing installation to a new installation.

Step

Link

Install and configure your new server. This includes the following:

  • SharePoint Products Preparation Tool

  • SharePoint 2010 Product

  • SharePoint 2010 SP1

  • in SharePoint Mode

  • Reporting Services add-in for SharePoint 2010 products

Install Reporting Services SharePoint Mode for SharePoint 2010

Create at least one Reporting Services service application

Backup Reporting Services Databases

Backup Reporting Services Encryption keys

Restore Reporting Services database and Encryption keys

Map all web applications to new Reporting Servicesservice application(s)

The new installation is now functional

Remove the Integration URL on the old server.

From SharePoint Central Administration, on the General Application Settings Page, click Reporting Services Integration.

Uninstall Reporting Services from the old installation, if desired.

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