How do I set up my site for reporting? (On-Premise Customers)

This lesson will show you how to map your Site App to the Reporting Database. In order to use the EPM Live Reporting Solution, the Site App must first be mapped to the SQL Server Reporting Database. The following instructions for this article (how to map the Site App) are specific to on-premise customers, hosting EPM Live on their own local client servers. If you an online customer, please refer to the steps for online customers.

The Site App must be mapped to a database by a Site Collection Administrator who has access to SharePoint Central Admin. Once a site has been mapped to a database, all list mapping functions are available to the EPM Live site administrators. If you have multiple Site Apps (as separate Site App Collections), each site collection can be mapped to a different server and/or database. EPM Live recommends this.

1. Open SharePoint Central Administration

From the Server Start Menu, select SharePoint 2013 Central Administration.

2. Open General Application Settings

Under the Central Administration Heading, select General Application Settings.

3. Open Reporting Configuration

Under the WorkEngine Administration heading, select Reporting Configuration.

4. On the Mapped Sites page click Add Mapping.

5. Configure the Database Server Mapping Settings

  1. Site Collection: Select your Site App Collection.
  2. Database Server Exisiting or New: EPM Live recommends selecting New. After at least one Database exists, you may select whether to use an existing database and server, or select to create a new Database when mapping additional site collections. It is recommended that you use one database per site collection.
  3. Enter the Server and Database Names. You may choose your database name, though it is recommended to use a naming convention so you will know that it is an EPM Live reporting database when looking at SQL. For example, epmlivereportdb_sitename or RPT_sitename.
  4. Use SQL Account Checkbox: If you have logged in to the server as the account who will create the database (ex: administrator), then it will automatically use that windows account for creating the Reporting Database. IF so, be sure that account has the permissions to create a database. Or, if you'd rather use a SQL account, check the box for Use SQL Account. Then, enter the username and password for the SQL account.
  5. When finished, click the Create Database button. The newly created database will now show on the Mapped Sites Page.

6. Delete the Site Mapping from the Reporting Database

If needed, to remove the database mapping for a Site App Collection, click on the site collection name and select Delete from the drop-down list. This will delete ALL database data for all mapped lists contained in this site collection including all snapshot data.

Note: All data will be deleted but the database will not be removed, even if no other site collections are mapped to it.

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