WebTMA uses SQL Server Reporting Services (SSRS), which is Microsoft’s server‐based, end‐to‐end reporting solution that supports report authoring, distribution, management, and end user access for its basic reports.

If it has not been installed, install SSRS using instructions from the Microsoft web site.

Set Up a Report User

Using WebTMA with SSRS requires an authorized user on the machine that SSRS is installed on. This can be an existing user (one that has been created already) or you can create a new user specifically for use with WebTMA SSRS.

Follow these steps to create a WebTMA Report User.

1. Open the Server Manager Dashboard.
   • Click Tools > Computer Management.
2. Expand the Local Users and Groups option in the left pane to show the Users folder.
3. Right‐click the Users folder.
4. Select New User…
5. Enter User information in the New User dialog. The following example creates a new user named WebTMAReportUser. The required fields are User name and Password.
6. The settings in this step are suggested settings ONLY. Please adhere to your company’s security policies. Check “User cannot change password” and “Password never expires”.
7. Uncheck “User must change password at next login”.
8. Be sure to document your User name and Password.

9. Click the Create button.

10. Click the Close button.

11.   Assign this user to any groups the user is a part of.

• Look in the Users folder.
• Locate the User you just created.
• Double‐click the User name to open the properties for the User.
• Click the Member Of tab. This is where you add/remove groups to which the user belongs. Example: If you want to make the user a part of the Administrators group, click Add and enter “Administrators” in the Select Groups dialog. By default, the WebTMAReportUser is a Member of the Users group, so we have left this user with the default settings.
• Close the Computer Management dialog. We will assign this user to SSRS in later steps.

Using SSRS 2019/2022 Reporting Services Configuration Tool

Follow the instructions from Microsoft to install SSRS 2019/2022.

Set Up Report Manager for WebTMA Use with SQL (SSRS or Power BI Report Server) 2019/2022

When you click the Report Manager URL in the Configuration Manager or enter the URL in a web browser, it opens the Report Manager. The first time you connect to the Report Manager it takes a few seconds for the page to load. The page should resemble the following:

1.  Create a Data Source for your reports.

Click the New> Data Source button on the ribbon near the top of the Report Manager home page to open the New Data Source page.

• Enter the connection information of your new data source. In this example, we will connect to a data source that we named WebTMA.
• Your page should resemble the following image:

• Click the OK button and return to the Report Manager home page.
• You will now see the newly created data source on the home page:

2. Create a folder to organize the reports uploaded to the Report Server. Be sure you are on the Report Manager home page.

• • Click the New Folder button on the ribbon near the top of Report Manager home page to open the New Folder page again.
  • Enter the Name of the organization folder here. In this example, we will use the name “WebTMA_Reports”.

• Click the OK button.

Give Your Report User Access to the SSRS Data Source and Report Folder

You now need to give the local user you created earlier access to both the WebTMA_Reports folder and the WebTMA data source.

Let’s start with the reports folder.

1. Hover your mouse cursor over the WebTMA_Reports Folder you created. You will see a drop‐down arrow appear.
2. Click the Security menu item.
3. Click Edit Item Security. Click ok on the popup window.
4. Click on New Role Assignment.
5. Click OK on the popup window.
6. Your page should resemble the screenshot below. Make sure to click the OK button to save.

7. Now click the Home link in the upper left hand corner.

8. Repeat the steps above for the WebTMA data source.