SSRS Overview and Security Considerations

SSRS (SQL Server Reporting Services) is a server-based report generation application that is included with Microsoft SQL Server version 2008 R2 and later.

If you have the Business Intelligence module and you run the Viewpoint SSRS Reports installer, a library of standard reports is installed on the SSRS Report Server. These reports are specifically designed to be added to Dashboard Work Centers in Vista™ by Viewpoint, but they can also be emailed to a list of users at regular intervals.

Before setting up security on SSRS reports, you should know the following:

  • To view an SSRS report in Vista™ by Viewpoint, a user needs access to the report in both Vista and the SSRS Report Server.
  • Security is pushed to all SSRS Report Servers that are set up on the RP RS Servers form. For example if you have dual SSRS Report Servers, security will automatically be pushed to both of the servers.
  • When you set up security on an SSRS report using the VA Report Security form, the system automatically sets up security on the SSRS Report Server only if the Sync Security check box is selected in RP RS Server. See Sync Security for more information.
  • When you set security on an SSRS report in Vista, the system sets up security using item level security. This means that the SSRS report will no longer inherit security from the parent folder. If a user has been granted access to an SSRS report only at the folder level, that user will no longer be able to access the report once Vista changes security on that report to item level.
  • There is no company level security on SSRS Reports. If a user can run an SSRS report, they can run it for any company. This means when setting up security on reports using the VA Report Security form, do not use the Company options to try to set up security on a specific company.
  • All SSRS security should be maintained using Vista so that the security in the application and in the SSRS Report Server stay in sync. The only time that you should set up security using the SSRS Report Manager is when a user should only be able to access a report using the SSRS Report Manager - for example if they are not a Vista user.
  • Custom security allows users who log into Vista™ by Viewpoint using a SQL login to view SSRS reports in Vista. If Custom Security is desired, administrators should submit a support case with Viewpoint SupportCustom Security on the SSRS Reports Server.

The system will set up a Vista user as a system administrator on the SSRS Report Server when you give them access to any of the following forms:

  • VA Report Security
  • RP Report Titles
  • RP Report Copy
Note: The user needs access to only one of these forms to be a system administrator on the SSRS Report Server. For example if they are denied access to VA Report Security but can access the RP Report Titles or RP Report Copy form, they will still be set up as a system administrator on the SSRS Report Server.

The system will also give the user access to the VCS folder on the SSRS Report Server. This means the following:

  • The user will be able to change folder level security on any subfolder in the VCS folder.
  • The user will be able to access any subfolder or report in the VCS folder that has not been set up with item level security. Item level security means that there is security set up on a specific folder or report, and that folder or report will no longer inherit security from the parent folder.
  • If you have set up security on the SSRS reports using Vista, the user will only be able to access the reports in the VCS folder that they have been explicitly given access to. When you set up security on a report using Vista, the system sets item level security on the report. This means security set up at the folder level will no longer apply to the report and the user will only be able to access the reports that they have been given access to in Vista.

The Viewpoint SSRS Report installer adds a vcsSSRS user to the SSRS Report Server. This is the admin account that Vista uses to push security to the SSRS Report Server. The system prevents deletion of this account.