K2 Reporting in 4.5

In previous versions of K2 blackpearl, the K2 Reporting Component for Microsoft SQL Server Reporting Services (SSRS) was installed on the Microsoft SQL Server Reporting Services server . In K2 blackpearl 4.5, K2 Reports are now using local mode and are no longer dependant on a SSRS Server.  This includes both the Workspace Report Designer Reports and the Out of the Box (OOB) Reports hosted in SharePoint Process Portal and in the K2 Workspace.

SSRS integration is still supported in K2 blackpearl 4.5 for customers:

  • Who wish to use the SSRS server to expose reports in other contexts besides Workspace and Process Portals
  • Who wish to use other design tools and then import reports into Workspace Report Designer.

For customers who do not require SSRS integration, this article explains how to remove the SSRS dependency from a previous release that is being upgraded to 4.5 and the impact thereof.

 

Changes in installer default behavior

Upon clean installation, the option still exists in the installer to enable the installation of the K2 Reporting Component for Microsoft SQL Server Reporting Services. However this is optional and can only be selected by running a custom installation and manually selecting it.

In the case of an upgrade, the installer will upgrade the K2 for Reporting Services component if it was previously installed.

Removing the SSRS Server dependency

To remove the SSRS Server dependency the K2 for Reporting component must be removed. This can be done prior to or after upgrading to 4.5

Steps:

  1. Uninstall K2 for Reporting by modifying the K2 blackpearl Setup Manager
  2. Upgrade to K2 blackpearl 4.5

Or

  1. Upgrade to K2 blackpearl 4.5
  2. Uninstall K2 for Reporting by modifying the K2 blackpearl Setup Manager

During the upgrade to 4.5 you will be asked to specify a Report Server Site and virtual directory.  Leave these values blank.

Impact of removing the SSRS Server dependency

All reports will be hosted locally and a SSRS Server is no longer required. The SSRS Server can be removed from the network if needed. 

Reports previously created using the K2 Report Designer will load as per normal from an independent location, separate from SSRS.

Import/Export functionality in the Workspace Report Designer will be disabled.

Existing custom reports that have been imported into the Workspace from the SSRS server will no longer load and will have to be removed from the category system.

Removing the SSRS Server dependency on a distributed install

The SSRS server URL setting in the distributed install will enable or disable the import/export SSRS functionality of the Report Designer in Workspace. If this setting is left blank, the import/export SSRS functionality is disabled. If the correct values are supplied, the import/export SSRS functionality is enabled. This setting can be changed at a later stage by modifying the ReportServer Application Setting in the Workspace web.config or by running the K2 blackpearl Setup Manager again.

Network load balancing environments (NLB):

Workspace

If workspace has been configured on an NLB cluster, a reconfiguration must be run on each node via the setup manager and the values for the SSRS Server Site URL and Virtual Directory must be blanked out.

SSRS

 If SSRS has been configured on a NLB environment, a modify/uninstall should be performed on each node in the cluster.