Uploading Client-Specific Packages

Report and system administrators can upload client-specific report packages in Report Gateway. Report packages must be compressed into a .zip file. This feature is useful for moving reports from one environment into another, as it preserves all of the metadata for the reports, such as report descriptions and tags.  

Note

To upload an MRI-provided report package, use the Import report package option on the Deployment screen instead.

Report groups and security roles are not preserved during the upload; they must be reassigned.

 

Requirements for Client-Specific Reports

A single report file must be in Report Definition Language (.rdl) format. A client-specific report package must be a .zip archive containing .rdl files and other report metadata such as descriptions and tags.

The .rdl files must use the 2010 schema. To confirm this, examine the second line of the .rdl file. You should see '2010' in the report definition as follows: xmlns="http://schemas.microsoft.com/sqlserver/reporting/2010/01/reportdefinition"

Do not use MRI_ as a prefix for any parameters or other items within a .rdl file.

Be aware of what is included in your data source information in a .rdl file, so no passwords or other sensitive details are exposed.

MRI Software recommends that you use source control to store your .rdl files or otherwise manage them in a controlled manner so they are not overwritten or renamed unintentionally.

You cannot combine data from multiple data sources within a single report.

The report developer can determine whether to enforce entity class and site restrictions. This functionality is not provided by the Report Gateway platform; it is handled within individual reports. Entity class and site restrictions are enforced in all MRI-provided reports.

Uploading a Client-Specific Package

To upload a client-specific report package, follow these steps:

1.         Go to Admin Settings > Reports.

2.         Click Upload Package. The Upload report package page appears.

3.         Click Browse, and then browse to the .zip file that you want to upload.

4.         Select one or more data sources for the report package.

5.         Click Upload. You are returned to the Manage Reports page.

Related Topics

         Managing Deployment Options

         Managing Report Settings