How to: Create, Delete, or Modify a Shared Data Source (Report Manager)

  1. In Report Manager, navigate to the Contents page.

    You must have the proper credentials to create a shared data source.

  2. Click New Data Source. The New Data Source page opens.

  3. Type a name for the item. A name must contain at least one character. It can also include spaces and certain symbols, but not the characters ; ? : @ & = + , $ / * < > | " /.

  4. Optionally type a description to provide users with information about the connection. This description will appear on the Contents page in Report Manager.

  5. In the Connection Type list, specify the data processing extension that is used to process data from the data source.

  6. For Connection String, specify the connection string that the report server uses to connect to the data source. It is recommended that you do not specify credentials in the connection string.

    The following example illustrates a connection string for connecting to the local SQL Server AdventureWorks database:

    data source=<localservername>; initial catalog=AdventureWorks
  7. For Connect using, specify how credentials are obtained when the report runs:

    • If you want to prompt the user for a logon name and password, click The credentials supplied by the user running the report.
    • If you intend to use the data source with reports that support subscriptions or other scheduled operations (such as automated report history generation), click Credentials stored securely in the report server. Do not select Use as Windows credentials when connecting to the data source.
    • If you want the report server to pass the credentials of the user accessing the report to the server hosting the external data source, click Windows NT Integrated Security. In this case, the user is not prompted to type a user name or password.
    • If none of the above apply, click Credentials are not required. (This setting is not recommended in your production environment and should be used for testing purposes only.)

    For more information about configuring credentials, see Specifying Credential and Connection Information.

  8. Click OK.

  1. In Report Manager, navigate to the Contents page. Navigate to the shared data source item. The following icon indicates a shared data source item:

    Shared data source icon
  2. Click the item to open it. The General Properties page opens. Modify the data source, and then click Apply.

  1. In Report Manager, navigate to the Contents page and do one of the following:

    • Navigate to the shared data source item.
      Click the item to open it. The General Properties page opens.
      Click Delete, and then click OK.
    • In the Contents page, navigate to the folder that contains the data source you want to delete.
      Click Show Details on the Contents page.
      Scroll to the item that you want to delete, select the check box next to it, and then click Delete.