Reporting Services migration and upgrade

There are two distinct options in updating SQL Server environment: upgrade and migrate.

  • Upgrade.It involves actual upgrade of technology on the servers and instances where they installed at the moment. Sometimes it’s called “in place” upgrade.To upgrade you need to run the SQL Server Installation Wizard. This will upgrade the report server program files, database, and all application data. You need to check what are prerequisites are, what versions and editions can be migrated. For SQL Server 2012 click here
  • Migrate. It includes more steps as upgrade as you need to install a new environment, copy your metadata and data to the new environment, and finally configure the new environment to use existing content.Before committing to migration review requirements to determine whether your hardware and software can support edition and version of SQL Server Reporting Services SSRS

Reporting Services migration checklist

  • Back up the encryption key. Use the Reporting Services Configuration tool to back up the key
  • Back up the report server database
  • Back up the following report server configuration files:
    • Rsreportserver.config
    • Rswebapplication.config
    • Rssvrpolicy.config
    • Rsmgrpolicy.config (Native mode only)
    • Reportingservicesservice.exe.config (Native mode only).
    • Web.config forthe report server ASP.NET applications).
    • Web.config for the Report Manager ASP.NET application (Native mode only).
    • Machine.config (for ASP.NET if you modified it for report server operations).
  • Move the report server database and other application files from your existing installation to a new SQL Server installation (use Install but do not configure option).
The easiest way to move the report server databases is to attach and detach them. However, this approach requires that you take the report server offline while you detach the database. Backup and restore is a better choice if you want to minimize service disruptions, use T-SQL commands script to backup and restore report server database and report server tempdb database
  • Configure the report server by following few easy steps
    1. Start the Reporting Services Configuration Manager and open a connection to the report server
    2. On the Database page, click Change Database. Click Next
    3. Click Choose an existing report server database. Click Next
    4. Select the SQL Server that now hosts the report server database and click Test Connection. Click Next
    5. In Database Name, select the report server database that you want to use. Click Next
    6. In Credentials, specify the credentials that the report server will use to connect to the report server database. Click Next
    7. Click Next and then Finish
  • Restore the encryption keys. This step is necessary for enabling reversible encryption on pre-existing connection strings and credentials that are already in the report server database.
  • Edit RSReportServer.config to include any custom settings from the previous installation
  • Optionally, configure custom Access Control Lists (ACLs) for the new Reporting Services Windows service group.
  • Test your installation
  • Remove unused applications and tools after you have confirmed that the new instance is fully operational

Note: A Reporting Services installation requires that the SQL Server Database Engine instance include the RSExecRole role. Role creation, login registration, and role assignments occur when you set the report server database connection through the Reporting Services Configuration tool.


Reporting services Migration tools

  1. Reporting Services Migration Tool.  It’s a Microsoft original tool. It provides UI and commnd line utility to migrates reports and other artifacts from one report server to another report server. It can also be used as a backup and restore tool for Reporting Services. Source and target server must be SQL Server Reporting Services 2008 R2 or later. Unfortunately the Target server must be SharePoint integrated mode only at the time of writing.
  2. Reporting Services Scripter. It’s a .NET Windows Forms application. It helps in scripting and transfer of all Microsoft SQL Server Reporting Services catalog items. It can also be used to easily move items on mass from one Reporting Services folder to another on the same server. Reporting Services Scripter can also transfer all catalog item properties such as descriptions, history options, execution options (including report specific and shared schedules), subscriptions (normal and data driven) and server side report parameters. Available only for SQL2000, SQL2005, SQL2008.
  3. Reportsync. The tool can be used to sync SSRS report between two report SSRS servers. Other use include download rdls from SSRS to local PC, upload files to a SSRS server, automatically attach datasources on upload

1 comment for “Reporting Services migration and upgrade

  1. gijeet
    July 18, 2013 at 2:30 pm

    Excellent. Thanks for this.

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