Getting Started

Installing…

You can easily download and install a free 30 day trial of RSinteract or contact us for a demo. Please check the server requirements, see the support page or contact us for more help. Once you’re up and running…

Creating and editing reports…

The best way to learn about using RSinteract is to click the help icon on RSinteract’s toolbar – this will allow you to download the user manual – at the end of the document are some tutorials on adding and editing RSinteract reports.

Adding and updating data sources…

Please note: if your SQL or OLAP data source is not on the same machine as RSinteract please see the next item.

To add a data source you should use the RSinteract Administration Utilities on the start menu.  When you create a new data source you’ll need to supply a connection string, some samples are:

  • Analysis Services 2005:
    data source=localhost;initial catalog=RSinteract Samples DW;provider=MSOLAP;integrated security=SSPI
  • SQL 2005+:
    data source=localhost;initial catalog=RSinteractSamples
  • Oracle:
    data source=your_tns_name;persist security info=true

Please make sure you select the correct data source type. Any credentials entered are securely encrypted. You can use the Diagnostics tab if you have any network or authentication problems.

Data sources are stored in RSinteract\Data Sources on Report Manager but please ALWAYS use the RSinteract Administration Utilities to configure data sources.

Configuring remote data sources…

If your SQL or OLAP data source is not on the same machine as RSinteract then you will need to supply a domain user credential.

Note: this is not applicable if your domain has Kerberos configured.

When three machines (the client PC, RSinteract web server and SQL or OLAP server) are involved in a request then Windows will only pass your Windows credentials for the first hop. This can be overcome using Kerberos but Microsoft has also given Reporting Services the ability to connect using credentials stored securely in the report server. When using this method RSinteract also needs these credentials so please ALWAYS use the RSinteract Administration Utilities to configure your data sources. All information is securely encrypted.

You’ll need to enter a domain level user account. It may be best to test first using your own account, once you have made sure this works you can switch to an account with fewer permissions. You can use the Diagnostics tab to test your data sources.

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