Staff Client Help v6.7
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<h1><a name="XREF_53935_Security_for"></a>Security for Reports</h1>
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<p><a name="kanchor3835"></a><a name="IX_security"></a>You can employ two different strategies for managing Reporting Services security, relying on either the user’s logon credential or Windows authentication for a user account you set up for that specific purpose.</p>
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<p>By default, the report server uses the user’s current logon credential to authenticate the user. If you need to limit users to certain reports, you can manage their rights with Reporting Services security, granting different levels of access and use as necessary. You can create groups such as Circulation Reports and Acquisitions Reports, grant the group the appropriate rights, and place the user in the appropriate groups, or you can manage the rights on an individual basis, user by user. Note that rights are inherited in Reporting Services. For example, if you grant Browse rights to a group on the Polaris level, the rights also apply to the subordinate folders such as <b>System</b> and <b>Circulation</b>, and to the reports within them. You can delete the inherited rights for a subordinate folder or individual reports as necessary. If a user has no rights to a report, the report is not displayed in the Polaris Reports window in the staff client.</p>
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<p class="NoteShade"><b>Note:<br /></b>You can also specify which organizations are displayed for selection as report parameters. </p>
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<p>If there is a custom folder at the location <b>/Polaris/Custom</b> in the report root folder, users can right-click a system report in the Polaris Reports window in the staff client, and select <b>Customize</b> from the context menu. The custom report is placed in the Custom folder in the Report Manager, ready for editing. If there is no custom folder at <b>/Polaris/Custom, </b>the <b>Customize</b> menu option and the Custom folder are not displayed in the Polaris Reports window. For more information about customizing reports, see Generating, Sending & Customizing Reports.</p>
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<p class="NoteShade"><b>Important:<br /></b>The Polaris staff client uses reports in the Internal folder for many common workflows. All staff client users need Browse rights to the Internal folder.</p>
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<p>Alternatively, you can use Windows authentication for accounts you set up for the purpose, instead of the individual staff login credential. Set up appropriate Windows user accounts such as ReportUser and NoticesUser and grant these users the appropriate rights in Reporting Services. In Polaris Administration, set up the Report Server at the system level without Windows authentication, then specify Windows authentication at the branch or staff member level, using the special-purpose user accounts you set up. This is a convenient way to assign the appropriate Reporting Services rights if you do not need to assign rights for specific reports and notices on a person-by-person basis. </p>
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<p>Also, the Windows Authentication option allows you to restrict access to reports from the Reporting Services browser, but allow staff with the Polaris <b>Access reports and notices</b> permission to see reports in the Polaris Reports window in the staff client. </p>
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<p class="NoteShade"><b>Example:<br /></b>You set Report Services rights for an account called PolarisReports so that the account has browse rights to all reports. Then, in Polaris Administration, you set the Report Server to use Windows authentication, and specify the authentication account as PolarisReports. Since no staff member is PolarisReports, reports are not visible to staff in the Report Services browser, but they are displayed in the Polaris Reports window in the staff client.</p>
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<p>Regardless of your security strategy for Reporting Services, staff members (and the workstations they use) need the <i>Polaris</i> permission <b>Access reports and notices</b> to open the Polaris Reports window from the Polaris Shortcut bar in the staff client. For more information about managing Polaris permissions, see <a href="../PDpermiss/Granting_Permissions.htm#XREF_17585_Granting">Granting Permissions</a>.</p>
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<p>See also: </p>
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<ul>
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<li value="1"><a href="Specify_a_server_for_Reporting_Services.htm">Specify a server for Reporting Services</a>
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</li>
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<li value="2"><a href="Specify_a_proxy_server_for_Reporting_Services.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Specify a proxy server for Reporting Services</span></a>
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</li>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_19740_Specify_a_proxy"></a>Specify a proxy server for Reporting Services</h1>
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<p><a name="kanchor1668"></a><a name="IX_setting_profiles_for_1"></a>SQL Server Reporting Services requires access to the Web server. If you use a proxy server, specify the proxy server to provide access to the Web server.</p>
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<p>To specify the proxy server:</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open <b>Profiles</b> for the organization, and select the <b>Staff Client</b> tab in the details view.</li>
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<li value="2">Double-click <b>Proxy Server</b>. The Proxy Server Setup dialog box appears.</li>
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<p>
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<img alt="ProxyServSetup.gif" style="width: 132.357pt;height: 79.683pt;margin-bottom: 0.000pt;" id="image1" src="ProxyServSetup.gif" /> </p>
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<li value="3">Select (check) the <b>Use proxy server check box</b>. The log-in information boxes become available for use.</li>
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<li value="4">Type the log-in name, password, and domain name for the proxy server in the appropriate boxes.</li>
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<li value="5">Click <b>OK</b> on the dialog box.</li>
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<li value="6">Select <b>File </b>><b> Save</b>.</li>
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
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<h1><a name="XREF_69564_Set_the_staff"></a>Specify a server for Reporting Services</h1>
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<p><a name="kanchor4730"></a><a name="IX_setting_profiles_for"></a>To specify the server where SQL Server Reporting Services is installed, set up Windows authentication to the server (optional), and specify what organizations are available for selection in report parameters.</p>
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<p class="NoteShade"><b>Note:</b>
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<br />If your Web server is outside the firewall, you can also specify a proxy server to provide access to the Web server for SQL Server Reporting Services. See <a href="Specify_a_proxy_server_for_Reporting_Services.htm#XREF_19740_Specify_a_proxy">Specify a proxy server for Reporting Services</a>.</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder for the organization or staff member, and select the <b>Staff Client</b> tab in the details view.</li>
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<p class="NoteShade"><b>Note:</b>
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<br />For more information about listing staff members in the Explorer, see <a href="../PDresourc/List_staff_members_in_the_Explorer.htm#XREF_71503_List_staff_members">List staff members in the Explorer</a>.</p>
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<li value="2">Double-click <b>Report Server</b>. The Report Server Setup dialog box appears.</li>
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<p class="NoteShade"><b>Note:<br /></b>
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<br />The Maximum # of entries to display in report wizard option is available at the system level only.</p>
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<p>
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<img alt="ReportServSetup.gif" style="margin-bottom: 0.000pt;width: 206;height: 255;" id="image0" src="ReportServSetup_206x255.gif" />
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</p>
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<li value="3">Type the URL for the report server in the <b>Report Server URL</b> box. The URL may begin with <b>http://</b> or <b>https://</b></li>
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<li value="4">Type the URL for Report Services (Report Manager and Report Designer, if you use it) in the <b>Report service URL</b> box.</li>
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<p class="NoteShade"><b>Important:</b>
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<br /> Keep the Report Services URL confidential. Limiting access to the Report Manager helps to prevent missing reports and missing printing services.</p>
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<li value="5"><a name="kanchor4731"></a><a name="IX_specifying_root_folder"></a>Specify the appropriate report root folder in the <b>Report Root</b> box. The default is <b>/Polaris</b>.</li>
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<p class="NoteShade"><b>Note:</b>
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<br /> A consortium may set up a unique root folder for each member library system. Specify the appropriate root folder for the organization you are setting up.</p>
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<p>These characters cannot be used in the <b>Report Root</b> field:</p>
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<p class="NoteShade">; (semi-colon)<br />? (question mark)<br />: (colon)<br />@ ('at' sign)<br />& (ampersand)<br />= (equals sign)<br />+ (plus sign)<br />$ (dollar sign)<br />, (comma)<br />\ (back slash)<br />* (asterisk)<br />< (less than sign)<br />> (greater than sign)<br />| (vertical pipe)<br />" (double quote)</p>
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<li value="6">Specify the number of pages that trigger a message when the report is run.</li>
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<p>A dialog box will appear when the PDF would exceed the specified number of pages, so that staff members do not have to wait a long time for a report to generate. When the dialog box appears, the staff member can choose to generate all the pages, or a limited number of pages.</p>
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<li value="7">(System level only) Set the maximum number of entries that should appear in list boxes and other controls in the report wizard, where users select report parameters from a list. The default setting is 2500. The maximum value is 9999.</li>
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<li value="8"><a name="kanchor4732"></a><a name="IX_Windows_Authentication"></a>If you want to use authentication for a special Windows account instead of the staff user’s logon credential, follow these steps:</li>
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<li value="9">Select (check)<b> Override default Report Server authentication</b>. The log-in information boxes become available for use.</li>
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<li value="10">Type the log-in name, password, and domain name in the appropriate boxes.</li>
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<p>For more information about this setting, see <a href="Security_for_Reports.htm#XREF_53935_Security_for">Security for Reports</a>.</p>
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<li value="11"><a name="kanchor4733"></a><a name="IX_setting_available"></a>To set the organizations that appear as parameter options when the staff member sets up a report to run, select one of the following options in the <b>Available organizations when running reports </b>box:</li>
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<ul type="disc">
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<li value="1"><b>Unrestricted</b> - Any or all organizations in the system are available for selection in the <b>Organizations</b> report parameter list.</li>
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</ul>
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<p class="NoteShade"><b>Note:</b>
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<br /> Certain reports are available only at the branch level. For these reports, the <b>Organizations</b> list is in alphabetical order. For reports available at the system, library, or branch level, the organizations are listed in hierarchical order (system, library A, library A’s branches, library B, library B’s branches, and so forth).</p>
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<ul type="disc">
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<li value="1"><b>Restrict Organization to Branch Only</b> - Only the staff member’s logged-on branch appears in the <b>Organizations</b> list.</li>
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<li value="2"><b>Restrict Organization to Library Only - </b>The <b>Organizations</b> list includes the staff member’s logged-on branch and the other branches associated with the parent library of the logged-on branch.</li>
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</ul>
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<li value="12">Click <b>OK</b> on the dialog box.</li>
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<li value="13">Select <b>File | Save</b>.</li>
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</ol>
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<h4 data-mc-conditions="Primary.Online">Related Information</h4>
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<p data-mc-conditions="Primary.Online"><span class="FM_BulletHead">Running reports from the staff client</span> - <a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Polaris Standard Reports</span></a></p>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
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<table style="width: 100%;">
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<col />
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
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</html>
|
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||||
<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false" data-mc-toc-path="Administration ">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Specifying Report Servers</title>
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" defer="defer">
|
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</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" defer="defer">
|
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</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Administration/PDrepserv/Specifying_Report_Servers.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_40141_Working_in"></a>Specifying Report Servers</h1>
|
||||
<p><a name="kanchor949"></a><a name="IX_servers_for_Report"></a>Polaris uses SQL Server Reporting Services for reports, notices, and most printing tasks in the staff client. Microsoft Report Manager and Report Web Service are installed on your Web “server,” which may be located on your Polaris Web server, a stand-alone report Web server, or another server you specify. Because report definitions, folders, and resources are published and managed as a Web service, SQL Server Reporting Services requires access to the Web server. You specify the URL for the report server and Reporting Services in Polaris Administration.</p>
|
||||
<p>Report access and management are controlled with Reporting Services security. A Polaris Administration setting provides the option of using Windows authentication to streamline report security assignments. If you use a proxy server, you also specify the proxy server for use with reporting services in Polaris Administration.</p>
|
||||
<p>You identify report and proxy servers with Staff Client profiles, available at the system, library, branch, and staff levels. If your Polaris system is used in a consortium, different servers can be specified for different organizations as appropriate.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li value="1"><a href="Security_for_Reports.htm#XREF_53935_Security_for">Security for Reports</a>
|
||||
</li>
|
||||
<li value="2"><a href="Specify_a_server_for_Reporting_Services.htm">Specify a server for Reporting Services</a>
|
||||
</li>
|
||||
<li value="3"><a href="Specify_a_proxy_server_for_Reporting_Services.htm#XREF_19740_Specify_a_proxy">Specify a proxy server for Reporting Services</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="III_VariablesProd_Polaris">Polaris</span> Version <span class="III_VariablesVersionNumber">6.7</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="III_VariablesCopyright Date">© 2020</span> <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send feedback to Innovative Interfaces, Inc.">Send documentation feedback to <span class="III_VariablesCoName_Long">Innovative Interfaces, Inc.</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user