Manage Data Sources

This section explains on how to add, update, download, delete data sources and also on how to view the version history of data sources in the Syncfusion Report Server.

Data Sources that are accessible by the user depending on the user’s permission is displayed in the data sources page.

Manage Data Sources

Add Data Sources

Data source can be created only if the user has Create All Data Sources permission.

Steps to add a data source

  1. Click on the Create button in the menu and select Data Source to add a data source.

    Create Data Source

  2. Fill in the form with name and description of the data source, the data source type, connection string and the connection detail on how to connect the specified data source. Data Sources can be created with connections to any one of the following data source types

    • SQL
    • SQLCE
    • OLEDB
    • ODBC
    • Oracle
    • XML
    • SSAS
    • OData
    • PostgreSQL

    Add Data Source

  3. When clicking on Add, the data source will be added to the Report Server and it can be used in any one of the reports.

NOTE

Read Write Delete Download permission for the Specific Data Source will be added for the user who created the data source.

Update Data Sources

Name, description, data source type, connection string and the connection detail on how to connect to the specified data source type can be changed in the update data source dialog box.

Update Data Source

Share Data sources

This section explains on how to share data sources with the other users in the Report Server.

Steps to share a data source

  1. Click the Actions button in the Data sources grid context menu and select Manage Permissions option.

    Manage Permission

  2. Select the permission access from the Select Access dropdown and select the users or groups to share the data source.

    Share Data source

  3. After selecting the access and users or groups, click on the Add Permission button.

    Add Permission

NOTE

Only the user who created the data source can share the data source with other Report Server users.

Remove Permission

The user who created the data source can remove the shared data source permissions using the Remove option in the Actions column of the each permissions.

Remove Permission

Download Data Sources

Click the Actions button in the data sources grid context menu and select Download to download the data source in .rds format.

Download Data Source

Version History

Versions and file logs for each data source are maintained in the Report Server for every changes in the data source. Check Version History section in Manage Reports for more details.

Delete Data Sources

Data Sources can also be deleted from the Report Server when they are no longer required.

Click the Actions button in the data sources grid context menu and select Delete to delete the data source.

Delete Data Source

NOTE

Data Sources cannot be deleted if a report uses it.