Managing Report Project Deployments & Version Control

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What lessons have we learned about managing report projects and what are the best

practices?

Since each report is stored in a separate XML-based RDL file, Reporting Services projects

play well with version control.  Visual Studio Team System and Visual Source

Safe integrate with the Visual Studio/BIDS shell and third-party source control solutions

like SVN may be managed from the file system.  Reports that have subreports,

drill-through reports or other dependancies should be managed in a BIDS project. 

Report Builder 2.0 or 3.0 may also be used but designers should mange their reports

on the server rather than in the file system.  It's best to use one tool or the

other for any given report.

The deployment approach can be no different than your application development build

process but it shouldn't be over complicated.  Over all, experience has proven

that report projects are best kept simple because you typically don't have the same

level of component interdependancies that you would in dev. projects.

In my experience, there are two different approaches that may work depending on your

team structure and methodology.  You can manage the reports through all deployment

phases from Visual Studio.  This puts  the developer/report designer in

the position to manage reports coming out of testing and into production, which may

not always be ideal in a formal IT environment.  The other approach is to have

the developer/report designer deploy reports to a dev server and then for a deployment

manager to capture and manage the RDL files in file system based version control,

using scripts to deploy to QA, UAT & Production.

Keeping report definitions in projects and the server(s) synchronized can be tricky

but it's managable as long as you set ground rules for the team, use version control

and conduct regular status checks.  RDL files don't have build numbers so it's

important to keep one official copy of the most recent RDL in a designated project

or folder.   The RDL Scripter, mentioned in another blog post, can be a

useful tool for cloning deployed reports to the file system.


Weblog by Paul Turley and SQL Server BI Blog.

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