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How to: Preload the Cache (Report Manager)

You can preload the cache for a shared dataset by creating a cache refresh plan for the shared dataset.

You can preload the cache for a report in two ways:

  1. Create a cache refresh plan for the report. This is the preferred method.

  2. Use a data-driven subscription to preload the cache with instances of parameterized reports. This was the only way to preload the cache in versions of Reporting Services earlier than SQL Server 2008 R2. For more information, see Caching Reports (SSRS).

The following conditions must be met before you can cache a report or a shared dataset:

  • The shared dataset or the report must have caching enabled.

  • The shared data sources for the shared dataset or the report must be configured to use stored credentials or no credentials.

  • The SQL Server Agent service must be running.

To preload the cache by creating a cache refresh plan

  1. Start Report Manager.

  2. In Report Manager, navigate to the Contents page, and then navigate to the item that you want to cache.

  3. Hover over the item, click the drop-down list, and then click Manage.

  4. Click the Cache Refresh Options tab.

  5. On the toolbar, click New Cache Refresh Plan.

    Note

    If the item does not have caching enabled, you will be prompted to enable caching. To enable caching, click OK.

    The Cache Refresh Plan page opens.

  6. Optionally type a description for the refresh plan.

  7. For a shared schedule, click Shared schedule, and then select the name of the schedule to use.

    For a custom schedule, click Item-specific schedule, and then click Configure.

  8. Configure the schedule

  9. Click OK.

To preload the cache with a user-specific report by using a data-driven subscription

  1. Start Report Manager.

  2. In Report Manager, navigate to the Contents page, and then navigate to the report you want to create a subscription for.

  3. Click the report, click the Subscriptions tab, and then click New Data-Driven Subscription.

  4. Optionally type a description for the subscription.

  5. From the Specify how recipients are notified list, select Null Delivery Provider.

  6. Specify a data source type and then click Next to configure the data source.

  7. Specify the connection type, connection string, and credentials for accessing the data source that contains subscriber data. The following example illustrates a connection string used to connect to a SQL Server database called Subscribers:

    data source=<servername>; initial catalog=Subscribers

  8. Click Next.

  9. Specify the query or command that retrieves subscriber data. Optionally increase the time-out period for queries that take a long time to process. For example:

    Select * from UserInfo

  10. Click Validate. The query must be validated before you continue. When the Query validated successfully message appears, click Next.

  11. Because you cannot configure delivery extension settings for the null delivery provider, click Next.

  12. Specify report parameter values for the subscription, and click Next.

  13. Specify when the subscription is processed. Do not choose When the report data is updated on the report server. That setting is for snapshots only. If want to use a pre-existing schedule, select On a shared schedule.

    Or, to create a custom schedule, click On a schedule created for this subscription and then click Next. Configure the schedule and then click Finish.

    Note

    In order for the subscribers to receive the newest report, the schedule that you configure should be consistent with the report delivery schedule that you have defined for the subscribers. For more information, see Report Manager.

  14. Configure the Execution options for the report as follows. On the report page, click the Properties tab.

  15. In the left frame, click the Execution tab.

  16. On the page, select Render this report with the most recent data.

  17. Choose one of the following two cache options and configure the expiration as follows:

    • To make the cached copy expire after a particular time period, click Cache a temporary copy of the report. Expire copy of report after a number of minutes. Type the number of minutes for report expiration.

    • To make the cached copy expire on a schedule, click Cache a temporary copy of the report. Expire copy of report on the following schedule. Click Configure, or select a shared schedule to set a schedule for report expiration.

  18. Click Apply.