Connect to MS Report Server (OBS)

PSA supports Microsoft (MS) Reporting Services over SQL Server 2008 and SQL Server 2012 & 2014. The SQL Server Reporting Services (SSRS) allow users to create, deploy, and manage the reports for their organizations.

This article details how to connect to the MS report server.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the menu click System.
  4. From the OBS System page click the Report Server button.
  5. Enter the following information to configure the report server:
    1. Report server version*: Select the Report Server version from the available options:
      1. 2008
      2. 2012 & 2014
    2. Report server name*: name of the reporting server used for the reports.
    3. Virtual Directory*: name of the virtual directory.Note: A Web application is accessed using a virtual directory name instead of a physical folder name. All Internet Information Services (IIS) settings required by the reporting services are configured through the virtual directory.
    4. Operating system user account*: name of the user account used to connect to the server.
    5. Password*: password defined in the user account used to connect to the server.
    6. Confirm password*: confirmation of the password defined in the user account.

      Note: The blue asterisk (*)indicates the required fields.

  6. Click the Save link and then click OK to confirm that the connection parameters are saved successfully.
  7. Click the Back link to exit the Report Security Setup page.