RCMReports

Basic information about connection :

1.Connect to VPN with sophos log in credentials.

2.Install ParallelsClient Application with network team.

3.Open ParallelsClient Application with below credentials.

Primary connection : carevue-crmc.openvista.net

Log on :

--Authentication type : Credentials

--username :lp975552@openvista

--password :Prasuna@123

How to connect RCM database :

1.Open ParallelsClient Application

2.Click on CRMC

3.Then open REPORTS TRAINING folder

4.then open SSMS With below credentials

SERVERNAME : rcm-db02e1\crmc

AUTHENTICATION : Windows authentication

How To create a Report in RCM cloud reporting services

1.Open the 'Report trainings' folder .

2.Then connect to 'Report server'.

3.Then we can select 'TEST' folder or any other folders where the Reports we want to create .

4.we can select one existing report and click on '...' then we can see the options like 'Edit in Report builder','download','manage' etc.

5.then we can click on 'download' ,now the report is downloaded.

6.'CTRL+J' to view the downloaded report and rename it.

7.On the top we can see the 'UPLOAD' Option click on that and then select the downloaded report , click 'ok' to upload.

8.Next we select the uploaded file and click on '...', then we can select 'Edit in Report' option to edit the file.

9.On the right side we can see the existing table ,we are deleting that table to create a new table.

10.on the Left side expand the 'DataSource' option right click on existing Datasource and delete it, then Right click on 'DataSource' option

Note :

 Data Source (DS) is a connection setting that is used to connect with underlying Databases or Data Warehouses. The SSRS Shared data source is a combination of Provider name, Server instance Name, Database Name, and Database credentials

In Report Builder, you can add a shared data source from the report server or create an embedded data source for your report. ... To create an embedded data source, you must have connection information to the external source of data and you must know which permissions you need to access the data

11.Right click on 'Datasources' and then select 'Add DataSource' option.

12.Now we can see one page there we can give name to datasource , we can select the Datasource connection is shared connection or embedded connetion, then select connection type 'MsSql' then click , then now we can set connection string click on 'build' where we can give servername,sql credentials then on 'testconnectin' then click on 'ok'.

13.Now expand the 'Dataset' option and right click on existing dataset and delete that dataset.

Each dataset represents the result set from running a query command on a data source. ... A shared dataset is defined on the report server or SharePoint site and can be used by multiple reports. In Report Builder, you can create shared datasets in Shared Dataset mode or embedded datasets in Report Designer mode.

14.Right click on dataset and then click 'add dataset' now we can see one page, here we can give dataset name, and we can select the shared connection or embedded connection, and then we can select datasource that we are created, then we can select 'Querytype' either 'QUERY ' or 'Stored procedure' then click on 'ok' .

15.Now right click right side of blank space of report part,then select 'insert new table' and then drag the fields from dataset into table ,then click 'Run' option ,report is generated.

16.Save the generated report .