SSRS – Changes to Handling of SSRS Reports (301-ssrs-util)

Changes to Behavior of SQL Server Reporting Services (SSRS)

Version 6.1.2206.0142 / 6.1.1811.2019

Overview

The following contains a description of the changes to the behavior of the SSRS feature in Govern

New Features and Changes in Behavior

Parameter Setup Changes

Users should note that parameters are no longer setup in the Reports Parameters screen. This screen will display only the run options that have been configured in GNA.

Possible “Run on” options that can be displayed are as follows:

On Database – Is configured to do not pass any record that is listed in the Govern Dataset Treeview.

On Recordset – Select this option when the SSRS report is to process a set of records. *

On Current Record – Select this option when the SSRS report is to process the current record.*

Changes related to Recordsets

The Recordsets created by the On RecordSet and On Current Record options come from the DataSet Treeview and are saved into the database (Table: USR_SAVED_DATASETS).
These records are grouped by the field SAVED_SET_NAME with a name like: SSRS_REPORT_GUID, where the GUID is a random GUI text generated at runtime.

Since these new recordsets are temporary, they are automatically removed each time a new SSRS report is executed. The criteria for removal is determined by confirming that SAVED_SET_NAME is like SSRS_REPORT_GUID and the field LAST_MODIF_DATE is older than the day before the current execution. For example, if a report execution is done on 08/10/2022, then all reports created before 08/09/2022 will be removed.

Note the following:

  • The Output tab with the report result is no longer displayed for SSRS reports.
  • The report result will be displayed directly on the default browser pointing to the SSRS server that has been configured for Govern.

New Online SSRS Viewer

In the new online SSRS viewer, the end user must perform the following actions to get the Report.

  1. Select/full fill the Report Parameter fields with the desired values for the report.
  2. Click the View Report button.
  3. A preview for the report will be displayed in the bottom.

To download the report, the user must select any of the output formats for the report with a click on the Save button.

To print the report

  1. Click the Print icon.
  2. The report will not be modified and will be copied into the TEMP folder, but in order to execute the report, it will keep looking in the Custom and Standard folders configured in the GNA settings.

 

NOTE: The appearance of the online SSRS screen can vary depending on the SSRS report version installed on the end users server.

This screen will display only the parameters configured as Visible on the report. Hidden parameters are not displayed here and must be configured in GNA under the parameters section in order to map a Govern Id value to them.

Considerations when running an SSRS report

  • At least one Run on option must be selected to run the report.
  • Reports created or edited in Report Builder 3.0 (2014), and the New SSRS Report Builder (2016), are supported and will be executed in Govern.
  • The report must have the SERVER and DATABASE parameters, where the parameters must be configured as:
    • The very first parameters in the report parameters; this because they will be used to configure the datasource.
    • The parameter visibility can be configured as Visible, or Hidden (this is the preferred value).
    • These parameters will be mapped by Govern with the name and database that are to be used to process the report.
    • The DataType must be ‘Text‘.
  • For the options On Recordset and On Current Record,  the report must have a parameter like RECORDSET_{GOVERN_ID} where:
    • {GOVERN_ID} is the Govern ID that will be used to filter the records.
      For example: if the Govern profile that will use the report is configured to use Parcel Ids, then the name for the parameter will be RECORDSET_P_ID.
    • The DataType must be ‘Text‘.
    • The parameter visibility could be configured as Visible, or Hidden (this is the preferred value).
    • A new recordset entry will be created with a dataset name like SSRS_REPORT_{GUID} to store the GovernId, or set of GovernIds that will be used for the operation.
    • These datasets will not be visible to the user in Govern in the Saved Dataset(s) screen.
    • These datasets will be automatically removed from the database after 2 days, upon the next SSRS report execution.
  • The new SSRS report functionality is no longer creating copies in the TEMP folder that is configured in GNA. As a result of this change, it means that the new version is no longer supporting:
    • Add filters on execution time.
    • Display the report output or parameters at govern.

In order to create/add these parameters the SSRS Converter Tool can be used to convert the rdl reports.

See Also

301-ssrs

301-ssrs-util

 

 

301-ssrs-util

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

SSRS – SQL Server Reporting Services Report Conversion Tool

SQL Server Reporting Services Report Conversion Tool

Version 6.1

Overview

The SSRS Report Conversion tool is a Windows application developed to assist, with some minor manipulations, the conversion of a .rdl report for use in the latest versions of Govern and GNA.

User Interface

When initialized, the SSRS Report Conversion Tool displays as a utility window with input and output parameters.

 

SSRS Report Conversion Tool Parameters

Input Folder – Click to manually type in the path to the Input folder. This is the path to a physical folder that must contain at least one .rpt file that is to be converted.

[…] Select Folder – Click the ellipsis button […] to navigate to the required folder.

Output Folder – This non-editable parameter contains the path to the folder that the converted reports will be placed. This is always a folder named Converted that will be located under the Input Folder path.

Recordset – This combo-box is a GovernId that will be used to group records in Govern. This should be the same GovernId that is configured for the Profile that will be using the SSRS report.

Convert – Click Convert to run the conversion process.

Files to process: – The Files to process area will display all reports within the Input Folder. After a click on Convert, the report names with their status will be listed along with an indication as whether files were converted successfully, or if any issues were encountered during the process.

About the Conversion Process

Users should note the following about the conversion process:

  • The original .rdl file will not be modified.
  • The output file will always add the Parameters SERVER, DATABASE.
  • The parameters RECORDSET_{GOVERNID} will be added if the value for RecordSet is not empty.
    • For example, if the selected value is p_id, the parameter to add will be RECORDSET_P_ID.
  • The datasource connection string will be overridden with the following:
    =”Server=”+ Parameters!SERVER.Value +“;Database=” + Parameters!DATABASE.Value
  • The reports generated in the Output folder are the ones that should be submitted/replaced in the SSRS Server Folders.

 

See Also

301-ssrs

301-ssrs-changes

 

 

301-ssrs-util

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

Roll Forward – Fields Exclusion

Fields Exclusion

Overview

By default, when you perform a roll forward or run a batch program that copies data to the following year, all database fields from the following list of tables are copied.
Using the Fields Exclusion form, you can select the fields to exclude from the Copy to Next Year and Roll Forward processes. You can exclude the same of different fields. The lists are independent.

For details, see Fields Exclusion.

Version

The Fields Exclusion form is available in Govern OpenForms v6.1 and above.

Excluding Fields

To exclude database fields from the Roll Forward and Copy to Year processes:

  1. Launch GNA.
  2. Select Application Configurations > Fields Exclusion.
  3. Click the Add icon to select a field.This adds a row to the grid.
  4. Select the table, containing the field, from the drop-down list in the Table Name field.
  5. Select the field that you want to exclude from the corresponding drop-down in the Column Name field
  6. Select the Roll Forward checkbox to exclude the selected field from the Roll Forward process.
  7. Select the Copy to Next Year checkbox to exclude the selected field from the batch processes that copy data to the following year.
  8. Repeat steps 3 to 7 to add more fields.
  9. Click Save.

Batch Processes

Batch processes that copy data to the following year include:

  • Compute Levies and Exemptions
  • Mass Appraisal Values Computation

Roll Forward

The Roll Forward process is launched from the Govern Tax and Mass Appraisal forms.

Available Tables for Fields Exclusion

Aircraft Excise Tax

  • AC_ASSESSMENT
  • AC_ASSESSMENT_DET
  • AC_EXEMPTIONS
  • AC_LEVY_MASTER
  • AC_LK_LEVY_EXEMPT

Boat Excise Tax

  • BT_ASSESSMENT
  • BT_EXEMPTIONS
  • BT_LEVY_MASTER
  • BT_LK_LEVY_EXEMPT

Mass Appraisal Buildings

  • MA_BLDG_AREA_YEAR
  • MA_BLDG_DRAWING
  • MA_BLDG_INFO
  • MA_BUILDINGS
  • MA_BUILDINGS_2

Mass Appraisal Income

  • MA_INC_INFO
  • MA_INC_SIMULATION
  • MA_INCOME
  • MA_INCOME_DETAIL

Mass Appraisal Land

  • MA_LAND
  • MA_LD_INFO

Mass Appraisal Linking

  • MA_LINKS_PERCENT
  • MA_LK_INC_FIELD

Mass Appraisal Tables (General)

  • MA_MASTER
  • MA_MISC_STRUCTURES
  • MA_MRA
  • MA_OVERRIDE
  • MA_SITE
  • MA_VALUES_TABLE

Motor Vehicle Excise Tax

  • MV_ASSESSMENT
  • MV_EXEMPTIONS
  • MV_LEVY_MASTER
  • MV_LK_LEVY_EXEMPT

Property Control

  • PC_AREA
  • PC_LEGAL_INFO

Personal Property Tax

  • PP_ASSESSMENT
  • PP_ASSESSMENT_DET
  • PP_EXEMPTIONS
  • PP_LEVY_MASTER
  • PP_LK_LEVY_EXEMPT

Real Property Tax

  • TX_EXEMPTIONS
  • TX_LEVY_MASTER
  • TX_LK_LEVY_EXEMPT
  • TX_RE_ASSESSMENT

 

 

103-std-parm-RollFwdExcl

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

103-std-cvt-003

GNA Conversion – Formula to Expression

Overview

The details of this feature will be provided when available.

 

103-std-cvt-003

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

GNA Conversion MA Parameters

GNA Conversion – Mass Appraisal Parameters

Overview

[In Development] Because of the changes introduced in Mass Appraisal 6.1, table and parameter conversion is mandatory. This GNA function converts the Mass Appraisal (ma) Parameter Tables to OF version 6.1 format.

Process Steps

  • Backup COPY of all MA_PARM tables created AUTOMATICALLY to MA_PARM_xxx_BACKUP
    • When?: 1st Database Verification or … to be verified … would be nice to refresh backup
  • CONVERT (Start Process button) – change button label to CONVERT..
    • ALL (or selected) TABLES
    • ALL (or selected) YEAR
  • DELETE MA_PARM_xxx Backup copies – change Start Process button to DELETE –

User Options (UI)

Selection

  • Tables ALL or selected (clicked) Table(s) –RIGHT Bar
  • Year ALL or One 1 selected year

Process Action Button

  • Convert
  • Delete

Recommendations

  • UI Button resources change to CONVERT and DELETE instead of START PROCESS
  • First Time Converters – Try a small sample of tables and only 1 year … quick environment validation … if all is well, select all tables and all years

 

103-ma-cvt-001

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

GNA Conversion MA Tables

(GNA) Conversion – Mass Appraisal Tables

Overview

A conversion is required for clients upgrading to Govern OpenForms, version 6.1 from an earlier release version of Govern for OpenForms, or from Govern for Windows. This upgrade is due to changes that have been made to the structure of the Govern Database. See Govern Database Diagrams – Refer to the List of Changed Tables section

 

 

103-ma-cvt-002

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...