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A helper object to migrate SQL Reporting Service items

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10 Sep 2004CPOL4 min read 124.5K   486   28   29
A helper object library to automate migration of SQL RS items from development to production servers.

Introduction

There are two main pieces of code in the solution: a helper object (maSQLReport), and a test form that uses the object to do its work. Please note that the test application (which can be downloaded as an EXE) has almost no exception handling, and is very crude. Its function was only to allow me to test prior to integration into our existing migration tool.

Background

Our company supports an ASP/ASP.NET business application. Currently, this application uses Crystal Reports for reporting, but we are investigating SQL Reporting. Our development process has us do development and unit testing on a development server, migration and acceptance testing on a staging server, and production and training each on a dedicated server.

We already have written a tool which moves the ASP pages, SQL Procs, and crystal .RPT files for each development issue along the migration path. The goal of this object was to integrate similar migration of SQL Reports using the Reporting Services SOAP API. As such, some of the choices for public interfaces for maSQLReport are based on the needs we had in that application - such as exposing the available items in a tree.

Using the Test Application

Sample Image - maSQLReport.jpg

The demo simply tests the public interfaces of the helper object. It could serve as a guide to integrating the object into your own work.

To use:

  1. Set the WSDL path to the report servers in the "Source" and "Destination" input boxes. I have pre-filled them with an example for the default location and name.
  2. Click the "SetURL" button. (If you are compiling the code, if you change the defaults, this won't be necessary.)
  3. Click on "Load Tree". This will show you all items from the root of your source server. (Note that walking the folder tree via the web service is slow - if you have a lot of nested folders, this could take a while. You might want to change the getReportTree call to start in a sub-folder.)
  4. The Select button will move the selected tree item into the ListView below, the DeSelect button will remove selected items from the ListView.
  5. Clicking the "Migrate" button will move items from the source server to the destination server.
    1. Shared DataSources and Linked Reports will not be overwritten if they exist.
    2. Most parent items will be created if they don't exist - such as:
      1. Source Reports for a Linked Report
      2. Shared DataSources
      3. Shared Schedules for execution, history, or snapshots
      4. Security is not migrated
      5. Subscriptions are not migrated
    3. If a report is set to render from a snapshot, but there is no schedule for the snapshot, a snapshot will be taken.
    4. If a report has a subreport, the subreport will not be automatically migrated.
  6. Output results will appear in the ListBox to the right. You may clear it with the "Clear" button.

Using the helper object

First, instantiate an instance of the object. If you wish to set the paths at run-time, just set them to empty strings; as long as the property is set prior to making a call, it is fine.

VB.NET
Dim maSQLRep As New maSQLReport.Reports("", "", "", "", 1, 2, 3, 4, 5, 6)

This takes the following input:

VB.NET
DevURL As String, StageURL As String, TrainURL As String, _
 LiveURL As String, ResourceImageIndex As Integer, ReportImageIndex As Integer, _
 DataSourceImageIndex As Integer, LinkReportImageIndex As Integer, _
 ClosedFolderImageIndex As Integer, OpenfolderImageIndex As Integer 

The xxxURL Strings are the WSDL paths to each server. The ImageIndexs are the image index of a ImageList object that has the images to use in a TreeView defined in your program.

maSQLReport exposes the helper object, Reports, as well as the actual SOAP API, as SQLReportingServices.

Object Definition:

maSQLReport.Reports exposes four public interfaces, as well as four properties, an Enum, and a class. They are:

  1. The properties are the same as the first four parameters to New:
    • DevURL
    • StageURL
    • TrainURL
    • LiveURL
  2. The Enum
    • SeverityLevels - defines severity of error messages output by the migration.
  3. The Class
    1. RSItemNode - an overloaded version of Windows.Forms.TreeNode. This is what the getTreeNode method returns.
    2. In addition to the regular Treenode method/properties, this also exposes:
      • Item - is the SQLReportingServices.CatalogItem the node is based on.
      • Tag - is populated with a ListViewItem containing the path, a type description, and the source URL as SubItems.
  4. The Methods:
    • getReportTree - Takes the starting path and an optional String for the root NodeName.
    • MigrateDev2Stage - takes a fully qualified item path, and moves that item from the server defined in devURL to the server defined in StageURL.
    • MigrateStage2Train - same as above, from StageURL to TrainURL.
    • MigrateStage2Live - same, from StageURL to LiveURL.

Example Uses:

Setting the URLs from a textbox:

VB.NET
maSQLRep.DevURL = txtSourceURL.Text
maSQLRep.StageURL = txtDestinationURL.Text

Getting the contents of the source server as a TreeNode:

VB.NET
'Assume TreeView1 is a TreeView, that has an imageList set
'returned nodes will have imageindexs set to match the defined indexes from object
'instantiation.
TreeView1.Nodes.Add(maSQLRep.getReportTree("/"))
'If path specified, would start there

Using info from a selected TreeNode:

VB.NET
'Populating a listview - if it is in detail mode, and has 3 columns
'with subitem information already loaded 
'
ListView1.Items.Add(TreeView1.SelectedNode.Tag)
'Could also read any of the CatalogItem properties by casting to RSItemNode
Dim rsNode As maSQLReport.Reports.RSItemNode = TreeView1.SelectedNode
Dim path As String = rsNode.Item.Path

Migrating an item and displaying the results:

VB.NET
Dim warnings As New ArrayList 
'All Items in a listview, place output in a listbox 
For Each item As ListViewItem In ListView1.Items 
    warnings.AddRange(maSQLRep.MigrateDev2Stage(item.Text)) 
    If Not warnings Is Nothing Then 
        For Each warning As maSQLReport.SQLReportingServices.Warning In warnings
            ListBox1.Items.Add(warning.Message) 
        Next 
    End If 
    warnings.Clear() 
Next
VB.NET
'A single item found from casting example
warnings = maSQLRep.MigrateDev2Stage(path)

Point of Interest

At this time, there is no provision to migrate server settings, such as roles/item security, or subscriptions. Our need was just to move the actual Catalog items.

If there is interest, I will do a follow-up article that walks-through the actual object code.

History

Version 1.0 - Article is based on.

License

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)


Written By
Software Developer (Senior)
United States United States
I've been playing around with computers since I started programming in about 1979. On punch cards. (that was an Explorer program in 4th grade) I ran a BBS in the late '80s for the 4 years I was in college for the first time... but ended up in the theater department.

After a dropping out for a while, my flirtation with being a studio recording engineer lead to a BS in EET - after which I ended up somehow being a network admin / tech support person.

I then taught high school electronics for a while... before leaving for the exciting world of restaurant managment.

I gave it up, however, to get a second degree in IT/Software Design - and now the circle is complete, I'm back in programming; primarly ASP.NET / Classic ASP business apps.

Comments and Discussions

 
Questiondifference between enterprise edition and express edition Pin
raja198316-Aug-07 19:38
raja198316-Aug-07 19:38 
AnswerRe: difference between enterprise edition and express edition Pin
Mark Brandon21-Aug-07 2:57
Mark Brandon21-Aug-07 2:57 
QuestionData exchane to MS-Excel Pin
Ravisubrahmanya21-Jul-07 2:06
Ravisubrahmanya21-Jul-07 2:06 
Questionhow to deploy a reporting server Pin
Padoor Shiras19-Jul-07 20:19
Padoor Shiras19-Jul-07 20:19 
AnswerRe: how to deploy a reporting server Pin
Mark Brandon20-Jul-07 2:58
Mark Brandon20-Jul-07 2:58 
GeneralRights errors Pin
RZOE18-May-07 6:15
RZOE18-May-07 6:15 
AnswerRe: Rights errors Pin
Mark Brandon21-May-07 3:47
Mark Brandon21-May-07 3:47 
Generalsystem.web.webexception Pin
kimmy234324322-May-07 2:04
kimmy234324322-May-07 2:04 
GeneralRe: system.web.webexception Pin
Mark Brandon21-May-07 3:52
Mark Brandon21-May-07 3:52 
GeneralRe: system.web.webexception Pin
taersious3-Sep-09 10:23
taersious3-Sep-09 10:23 
GeneralRe: system.web.webexception Pin
Mark Brandon3-Sep-09 10:38
Mark Brandon3-Sep-09 10:38 
GeneralRe: system.web.webexception Pin
taersious3-Sep-09 10:58
taersious3-Sep-09 10:58 
GeneralCrystal Migration Pin
SKRIMPS6-Mar-07 8:01
SKRIMPS6-Mar-07 8:01 
GeneralRe: Crystal Migration Pin
Mark Brandon6-Mar-07 8:39
Mark Brandon6-Mar-07 8:39 
GeneralChanging database type at run time Pin
AlexEvans28-Nov-06 16:16
AlexEvans28-Nov-06 16:16 
GeneralSecurity Settings Pin
colby.jones23-Mar-06 4:06
colby.jones23-Mar-06 4:06 
GeneralRe: Security Settings Pin
Mark Brandon23-Mar-06 4:09
Mark Brandon23-Mar-06 4:09 
GeneralRe: Security Settings Pin
colby.jones23-Mar-06 4:25
colby.jones23-Mar-06 4:25 
AnswerRe: Security Settings Pin
Mark Brandon23-Mar-06 4:46
Mark Brandon23-Mar-06 4:46 
GeneralRe: Security Settings Pin
colby.jones23-Mar-06 9:50
colby.jones23-Mar-06 9:50 
GeneralExcellent Mark Pin
Mattias438728921-Oct-04 22:20
Mattias438728921-Oct-04 22:20 
GeneralRe: Excellent Mark Pin
Mark Brandon25-Oct-04 3:04
Mark Brandon25-Oct-04 3:04 
GeneralRe: Excellent Mark Pin
Mattias438728925-Oct-04 3:54
Mattias438728925-Oct-04 3:54 
GeneralRe: Excellent Mark Pin
Mark Brandon29-Oct-04 15:33
Mark Brandon29-Oct-04 15:33 
GeneralRS deployment Pin
Raj Das20-Sep-04 10:34
Raj Das20-Sep-04 10:34 

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