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 Reporting Services into and existing SharePoint farm.
Prerequisites
Before you run Setup, review the following information:
| Step | Link |
|---|---|
| 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: 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. |
Installation Scenarios
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 Reporting Services report server. The Reporting Services add-in for SharePoint products is required but a Reporting Services 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.
| 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. |
Installation and in place Upgrade Checklist
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 |
Migration Checklist
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 Reporting Services 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. |
Next Steps
See Also
Reporting Services SharePoint Mode Installation (SharePoint 2010 and SharePoint 2013)
Guidance for Using SQL Server BI Features in a SharePoint 2010 Farm
Supported Combinations of SharePoint and Reporting Services Server and Add-in (SQL Server 2014)