Report Server Set Up Dialog Box

To open this dialog box:
In Polaris Administration, select Profiles, StaffClient, ReportServer.

Polaris uses SQL Server Reporting Services for reports, notices, and most printing tasks in the staff client. Microsoft Report Manager, and Report Designer, if you customize reports, are installed on your report “server,” which may be located on your Polaris Web server or another server you specify. Use this dialog box to set up reporting services in Polaris Administration.

Note:
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 Specify a proxy server for Reporting Services.

• Report Server URL - Type the URL for the report server.
• Report service URL - Type the URL for Report Services (Report Manager and Report Designer, if you use it).
• Report Root - Specify the appropriate report root folder. The default is /Polaris.
• Maximum pages - Specify the number of pages that trigger a message when the report is run. This setting causes a dialog box to be displayed when the report .pdf file would exceed the specified number of pages. You can choose to print all the pages, or a limited number of pages.
• Maximum # of entries to display in report wizard - (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.
• Windows authentication (optional) - You can use Windows Authentication to restrict access to reports from the browser, but allow staff with the Polaris Access reports and notices permission to see reports in the Polaris Report Manager. Select (check) the Override default Report Server authentication check box, and type the appropriate log-on information. See Security for Reports.
• Available organizations when running reports - Sets the organizations that appear as parameter options when the staff member sets up a report to run. Select one of the following options:
  • Unrestricted - Any or all organizations in the system are available for selection in the Organizations report parameter list.
  • Restrict Organization to Branch Only - Only the staff member’s logged-on branch appears in the Organizations list.
  • Restrict Organization to Library Only - The Organizations list includes the staff member’s logged-on branch and the other branches associated with the parent library of the logged-on branch.