Data Source Properties Dialog Box, General (Report Builder 3.0)
Select General on the Data Source Properties dialog box to select a shared data source from a report server or to create or modify connection information for a data source embedded in the report.
The type of credentials used to connect to a data source is specified in the data source properties. When you open a report from the report server, the run-time credentials, specified in the data source properties, might not work for design time tasks such as creating queries and previewing reports. For example, the data source might use Windows credentials other than yours or a user name and password that are unknown to you.
Report Builder 3.0 opens the Enter Data Source Credentials dialog box when it is unable to connect to the data source using the credentials provided in the data source properties. Typically this happens when:
The data source is configured to prompt for credentials.
The data source is configured to use stored credentials. To minimize potential security threats, Report Builder is designed to not retrieve credentials stored on the server.
You can use the Enter Data Source Credentials dialog box to change the credentials used by Report Builder 3.0 at design time to connect to the data source as the current Windows user or provide a user name and password. If you provide a user name and password you can indicate whether they are used as Windows credentials.
Although the query designers allow you to specify other another credentials type for design-time credentials, report preview only allows you to enter the user name and password for the existing credentials options specified in the data source.
When you click Test Connection, the connection to the data source is tested using the credentials specified in the data source properties credentials page. You can test connections to embedded and shared data sources.
If the credentials specified are incomplete (for example, a password is required), Report Builder 3.0 prompts you again for run-time credentials when it needs to connect the data source. The design-time credentials are stored and you are not prompted again.