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Enterprise Vault™ Compliance Accelerator Installation Guide

Last Published: 2023-03-06

Product(s): Enterprise Vault (14.4)

Uploading the Compliance Accelerator report templates

Using Microsoft SQL Server Reporting Services as the reporting mechanism, Compliance Accelerator provides extensive facilities for reporting on the roles and responsibilities of your Compliance Accelerator users and on the progress that reviewers and supervisors have made. For information on the available reports and guidelines on how to use them, see the Administrator's Guide.

To make the reports available to users of the Compliance Accelerator client, you must upload the supplied template (.rdl) files to your SQL reporting server. The template files contain data retrieval and layout information for their respective reports in XML format.

Note:

If you want to deploy Compliance Accelerator in a SQL Server Always On environment, take care to configure the Reporting Services appropriately.

See Using SQL Server Reporting Services in an Always On environment.

To upload the Compliance Accelerator report templates

If you have not already done so, install and configure SQL Server Reporting Services on the selected reporting server.
You can check the configuration of SQL Server Reporting Services by using the Reporting Services Configuration Manager on the reporting server. Make a note of the virtual directory name on the Web Service URL page, as you need to specify this name later. The default name of the virtual directory is ReportServer.
The following figure shows the typical settings in a Web Service URL page.
On the SQL reporting server, assign the following roles to the Vault Service account:
- The System Administrator role on the SQL reporting server.
  You can assign this role by using the browser-based Report Manager tool that comes with SQL Server. First click Site Settings on the global toolbar in Report Manager and then click Security. Then click New Role Assignment and assign the System Administrator role to the Vault Service account.
- The Content Manager role on the Home folder of the SQL reporting server.
  To assign this role in Report Manager, click Security on the Properties tab for the Home folder. Then click New Role Assignment and assign the Content Manager role to the Vault Service account.
See the Microsoft Reporting Services documentation for more information.
On the Compliance Accelerator server, open the Accelerator Manager website.
Click Reporting Server at the bottom of the page.
The Uploading Reporting Server Templates page appears.
In the Reporting Server URL field, type the URL with which you access the SQL reporting server in the following form:
http://server_name/virtual_directory
Where server_name is the host name, fully qualified domain name, or IPv4 or IPv6 address of the SQL reporting server, and virtual_directory is the name of the required virtual directory. For example:
http://EVSQL/ReportServer
Note the following:
- If you have multiple SQL Server instances, type the URL in the following form:
  http://server_name/virtual_directory$instance_name
- If you have configured the SQL reporting server to listen for HTTP requests on a port other than the default, 80, type the URL in the following form:
  http://server_name:port_number/virtual_directory
In the User Name field and Password field, type the credentials for the Vault Services account. By doing so, you identify the Vault Services account as the owner of all exchanges between the Compliance Accelerator server and SQL reporting server.
Click Upload Reports.
Note that it can take several minutes to upload the report templates to the server. A confirmation message appears when the process has completed.