How to install Collector and Report Pack for Active Roles 7 (156240)

How to install Collector and Report Pack for Active Roles 7

Active Roles 7 leverages SQL Server Reporting Services (SSRS) as a platform for managing, generating, and viewing reports. This will detail the installation for each piece separately.  

To install the Data Collector:   The Active Roles Collector is used to prepare data for reporting, allowing you to configure, schedule, and run data collection jobs. Collector stores report data in a database on SQL Server. For best results, use Microsoft SQL Server 2008 or a later version of SQL Server to host the Collector’s database. Follow the steps below to install:

1.  Install Active Roles Management Tools. 
2. In the Active Roles distribution package, navigate to the Solutions/Collector and Report Pack folder, and double-click the .msi file held in that folder.
3. Follow the instructions in the Setup wizard. Wait while the wizard completes the installation.
4. Once you have installed Collector, you can start the Collector wizard by selecting Active Roles 7.0 Collector and Report Pack on the Apps page or Start menu, depending upon the version of your Windows operating system.

After the Collector wizard has run you will need to deploy the report pack.

To deploy the Report Pack:    The Report Pack requires Microsoft SQL Server Reporting Services (SSRS). Make sure that you have SSRS deployed in your environment. When deploying Report Pack, the Collector wizard prompts you for the address (URL) of the Report Server Web service. You can find this address on the Web Service URL page in the Reporting Services Configuration Manager tool on the server where SSRS is installed.

1. Start the Collector You can start the Collector wizard by selecting Active Roles 7.0 Collector and Report Pack on the Apps page or Start menu, depending upon the version of your Windows operating system.
2. On the Select Task page, click Deploy reports to Report Server, and then click Next.
3. On the Report Server page, type the URL of your SSRS Report Server in the Report Server Web Service URL box. Click Next. By default, the URL is http://ReportServer. You can use the Reporting Services Configuration Manager tool to confirm the server name and URL. For more information about URLs used One Identity Active Roles 7.0 Quick Start Guide 28 in Reporting Services, see the topic “Configure Report Server URLs (SSRS Configuration Manager)” at http://msdn.microsoft.com/library/ms159261.aspx .
4. Optionally, on the Data Source page, configure the data source for the Active Roles reports:

• Click the Configure Data Source button.
• Use the Configure Data Source dialog box to specify the SQL Server instance that hosts the database you have prepared by using Collector, the name of the database, and the authentication method to use for connection to the database.
• Please ensure that the account is connecting to the collector database must have db_admin and dbo schema permissions set in order to access to the database

Configuring the data source is an optional step. If you do not have a database prepared by Collector, you can configure the data source later, after you have deployed the Report Pack. For instructions, see “Working with reports” in the Active Roles Administrator Guide.

     5. Click Next and wait while the wizard deploys the Report Pack.

You can create and view Active Roles reports using Report Manager, a Web-based tool included with SSRS. For instructions, see “Generating and viewing a report” in the Active Roles Administrator Guide.

Review the Active Roles Quick Start Guide for system requirements and required permissions on accounts, should it not be an Administrator account.