Reporting Services roles-tasks vs. SharePoint groups-permissions
This article compares role and task based authorization features in Reporting Services native mode to the security features in SharePoint products. This article compares terminology and characteristics of roles, tasks, SharePoint groups, permission levels, and permissions.
Applies to:
Reporting Services SharePoint mode
SharePoint 2010 and SharePoint 2013
Reporting Services Native mode
In this topic:
Compare permission tools and terminology
Native mode: The Reporting Services native mode permission objects (roles and tasks) are created in SQL Server Management Studio and configured for individual users in Report Manager.
SharePoint mode: Reporting Services SharePoint mode utilizes the SharePoint permission features. SharePoint groups and permissions are managed from the Site Settings page.
The following table compares permission related objects and concepts between Reporting Services native mode and SharePoint.
| Reporting Services Native mode | SharePoint |
|---|---|
| Role: For example, "Content Manager". | Group: For example, the default "Viewers" group. |
| --- | Permission level group: For example, "View Only" for the "Viewers" group. |
| Tasks: For example, "Manage Reports". | Permissions: For example, within the "View Only" group there are list-related permissions of view items, view versions, and view application pages. |
For more information on SharePoint permissions, see Permission levels and permissions and Determine permission levels and groups in SharePoint 2013.
Compare native mode roles and SharePoint groups
The following table compares the predefined role definitions in Reporting Services in native mode to standard SharePoint groups. If the SharePoint groups don't match the specific role that you want, you can create a custom group and assign permission levels in SharePoint.
Note: The default SharePoint groups available depend on the site template used to create the SharePoint site.
| Reporting Services Role | SharePoint Groups |
|---|---|
| Browser View |
Use the Visitors group to grant permissions to view reports. The Visitors group has Read level permissions, which enable group members to view pages, list items, and documents. |
| Content Manager Full permissions to all items and item-level operations, including permissions to set security. |
Use the Owners group to grant full control over managing report server items on a SharePoint site. The Owners group has Full Control permissions, which enable group members to make changes to the site content, pages, or functionality. Full Control access should be limited to site administrators only. |
| My Reports | There's no equivalent group. My Reports isn't supported for a report server that runs in SharePoint mode. You can use the My Site features in Windows SharePoint Services if you want to use equivalent functionality. |
| Publisher Add, update, view, and delete reports, report models, shared data sources, and resources. |
Use the Members group to grant permissions to add items, edit items, and update references to dependent items on a SharePoint site. The Members group has Contribute level permissions, which allow group members to view pages, add and update items, and submit changes for approval. |
| Report Builder View reports, self-manage individual subscription, and open reports in Report Builder. |
There's not a predefined out of the box permission level or SharePoint group that is equivalent to the Report Builder report definition. By default, users who belong to the Members group or Owners group have permission to use Report Builder. If you want to make Report Builder available to more users, you should create custom security settings to provide a level of permission that is similar to what the Report Builder role provides. For more information, see Set permissions for report server items on a SharePoint site (Reporting Services in SharePoint integrated mode). |
| - | Use the Viewers group to grant permissions to view rendered reports. The Viewers group can't download or view the contents of report items. Note: Beginning with SQL Server 2012 Reporting Services, the Viewers group doesn't have permissions to create subscriptions. |
| System User and System Administrator | These roles aren't necessary for a report server that runs in SharePoint mode. System User and System Administrator correspond to SharePoint farm or Web application level permissions. The report server doesn't provide any functionality that requires authorization at that level. |
Compare native mode tasks and SharePoint permissions
The following table compares Reporting Services Native mode tasks to SharePoint permissions. The Type column indicates if the Native mode task is related to a system role or standard role and items. System roles manage permissions on a system level, for example shared schedules.
| Native mode task | Role Type | Equivalent SharePoint Permission |
|---|---|---|
| Consume reports | Item | Edit Items, View Items. |
| Create linked reports | Item | Not supported. |
| Manage all subscriptions | Item | Manage Alerts. |
| Manage data sources | Item | Add items, Edit Items, Delete Items, View Items. |
| Manage folders | Item | Add items, Edit Items, Delete Items, View Items. |
| Manage individual subscriptions | Item | Edit Items Prior to SQL Server 2012 (11.x), the required permission level was Create alerts. |
| Manage models | Item | Add items, Edit Items, Delete Items, View Items. |
| Manage report history | Item | Edit Items, View Versions, Delete Versions. |
| Manage reports | Item | Add items, Edit Items, Delete Items, View Items. |
| Manage resources | Item | Add items, Edit Items, Delete Items, View Items. |
| Set security for individual items | Item | Manage permissions |
| View data sources | Item | View Items. |
| View folders | Item | View Items. |
| View models | Item | View Items. |
| View reports | Item | View Items. |
| View resources | Item | View Items. |
| Execute report definitions | System | View items. |
| Generate events | System | Manage Web Site. |
| Manage jobs | System | None (not supported). |
| Manage report server properties | System | None (not applicable). The report server doesn't control whether a user has permission to view integration settings in Central Administration. |
| Manage roles | System | Manage Permissions. |
| Manage shared schedules | System | Manage Web Site, Open. |
| Manage report server security | System | None (not applicable). The report server doesn't use system-level role assignments on a server that runs in SharePoint integrated mode. |
| View report server properties | System | None (not applicable). The report server doesn't control whether a user has permission to view integration settings in Central Administration. |
| View shared schedules | System | Open Items. |