Product Documentation

Reporting Services

Jun 05, 2015

Reporting for CloudPortal Services Manager delivers usage and billing reports to your customers and application vendors. It includes standard reports to support standard provisioned services and a data warehouse.

CloudPortal Reporting communicates directly with the SQL Server Reporting Services web service.

Installation of the CloudPortal Services Manager Data Warehouse configures the CloudPortal Reporting service and the data warehouse connection. To complete the setup, configure the CloudPortal Reports Manager and security roles, as described in this section.

Prerequisites

  • Install Microsoft SQL Server 2008 R2 with the following:
    • CloudPortal Services Manager Data Warehouse

      The data warehouse installation creates the OLMReporting database, data transfer application, and scheduled tasks that collect usage data and transfer the online transaction processing (OLTP) data to the warehouse.

    • SQL Server Reporting Services 2008 R2, with data warehouse reports deployed.
  • Install CloudPortal Services Manager Data Warehouse.

To configure the CloudPortal Reports Manager

For each report type, such as customer, package, and reseller, you can override the following configurations:

  • The report type, to enable permissions to be assigned in security roles
    The default report types for standard reports are as follows:
    • Billing Reports: Customer Detail (report type is Customer)
    • Billing Reports: Reseller Detail (report type is Reseller)
    • Service Reports: Customer (report type is Customer)
    • Service Reports: Reseller (report type is Reseller)
    • Service Reports: Package (report type is Reseller)
  • Report names and descriptions displayed and the parameter names that appear on the reports display for end users
  1. Refresh the reports from a SQL server: From the main menu, choose Reports > Configuration > Reports Manager, choose the Server, and then click Refresh.
  2. Expand a service and click a report type.
  3. In the Settings tab, change the Report Type as needed.
  4. Before changing report names, descriptions, and parameter names, plan any translations needed in Configuration > Content Management > Content Translation (content space is Reports/ReportsViewer). Be aware that the parameter label is used as the content message code in content management, therefore a change to the translation for one report on the Content Translation page impacts the translation for all reports. To translate a parameter label for an individual report, edit the label in Reports > Configuration > Reports Manager and then use the Content Translation page to translate the label.

    The Test, Active, Enabled, and Billable parameters have default translations that convert non-active to inactive and so on.

    Use the content space report path/name to translate report content.

To generate reporting views

Reporting views are used as a source for data transferred to the data warehouse. When you generate reporting views, issues related to missing source views during data transfer are described in error messages to help you with troubleshooting.

  1. Refresh the ports from SQL: From the main menu, choose Reports > Configuration > Reports Manager, choose a Server, and click Refresh. All reports from the defined SQL Server Reporting Services are imported into the services manager.
    Note: If a "401 Unauthorized" error appears, verify which service account is configured for SQL Server Reporting Services. If it is not Network Service or Local System, try adding http/{SQLReportingServiceFQND} to the servicePrincipalName of the service account.
  2. Near the bottom of the page, click Generate Reporting Views.

To set permissions in Security Roles

Security role permissions control which reports are visible in the Reports menu. The default roles for standard reports are as follows.
  • Billing Reports: Customer Detail
    • Service Provider Administrator
    • Reseller Full Administrator
    • Reseller Partial Administrator
    • Customer Administrator
  • Billing Reports: Reseller Detail
    • Service Provider Administrator
    • Reseller Full Administrator
    • Reseller Partial Administrator
  • Service Reports
    • Service Provider Administrator
    • Service Administrator (such as AD Sync administrator)
  1. From the main menu, choose Configuration > Security > Security Roles and then expand a role.
  2. Under Role Permissions, click the Reports tab. For information about working with security roles, refer to Managing Security Roles.

To verify the reports

After the scheduled data transfer job runs, verify the data populated in the reports as follows.

  1. Log out of Services Manager, log on again, choose Reports > Configuration > Reports Manager, and choose the Server.
  2. Click Generate Reporting Views and then choose Reports > View Reports to verify the reports.