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Problems deploying crm reports created by VS2005 RRS feed

  • Question

  • I need to deploy reports in CRM that were created outside of CRM using Visual Studio 2005. So basically I need to link to different reports with a .rdl extension. What I do is I go to reports then select existing file for the report type, I then locate the report with the .rdl extension, the link to the rdl file is displayed in the file location section, I then select the related record types and select the type from the available values, in the display in selection I select forms for related record types and reports area. The moment I click on Save and Close I get the CRM Error message web dialog:

    An error has occured.
    Try this action again, etc.....

    For days now I have been trying to figure out why we are
    getting this error message. When I check the event viewer
    no entry seem to be created when I get the crm error.

    Note: CRM and SQL Server 2005 are installed on the same server.
    I'm able to display all the reports when I go to http:\\CRMSERVER01\Reports$MyOrg

    Any help is most appreciated!

    Thanks.
    Wednesday, March 18, 2009 10:08 AM

Answers

  • The datasource values that I reference above are critical to being able to upload the report.  Do all your datasets reference the datasource as indicated above or are they referencing a 'shared datasource, or some other value?  Please check each dataset in your report.


    Best Regards, Donna
    • Marked as answer by Cire1507 Wednesday, March 18, 2009 2:25 PM
    Wednesday, March 18, 2009 2:02 PM

All replies

  • Hi Cire

    First up I would recommend that you turn on dev errors 

    In your CRM web.config file (located at the root of the CRM web site), there is a line that says Deverrors =

    change this to "On."  This will give you more specific error messages.

    This will/should give you a more detailed reason as to why it is failing.

    After that I would check that the SRS reporting server is working correctly, check services and re run the reporting services configuration to check all is well.

    Hope this helps

    Allan


    http://allanvirtualitbiz.blogspot.com
    Wednesday, March 18, 2009 10:59 AM
  • Hi,

    In the web.config the Deverror = 'On', when you say more specific error messages,
    do you mean that they are written to the eventlog or any other errorlog file?

    How does one check the reporting services configuration?

    Thanks.
    Wednesday, March 18, 2009 11:42 AM
  • These reports were created outside of CRM - are the reports accessing databases other than CRM? - just curious if the datasource in your report is being rejected by CRM during the validation. -

    Try creating a very simple report with the report wizard, exporting it, deleting it in CRM and then re-importing it - see if there's any reason you can't import even a CRM created report - if you can export/import a cRM created report, we'll look further into your RDL to see what causing the problem. 
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Wednesday, March 18, 2009 11:54 AM
    Moderator
  • Scott, I will give this a try in a couple of minutes. I will let you know how it goes - thanks
    Wednesday, March 18, 2009 12:03 PM
  • Scott is right, I have seen this error happen when the datasource is rejected by CRM.  Open your report in visual studio and change your datasource to a direct connection to the SQL database, test your report to ensure it works and then try the upload.  If that works Jim Wang has a great article on report datasources.  Here is the link

    http://jianwang.blogspot.com/2008/05/use-shared-data-source-for-custom-crm.html
    Best Regards, Donna
    Wednesday, March 18, 2009 12:11 PM
  • Thanks much Donna. I will read this in a minute.
    Scott I just created a new test report that I want to export,
    but when I select the report and click on more actions, i don't
    see an export or a download selection. I only see this

    Run Report
    Edit Default Filter
    Schedule Report
    Sharing...

    thanks
    Wednesday, March 18, 2009 12:25 PM
  • HiCire

    you need to click edit report then actions and you will see the download option!

    cheers

    Allan
    http://allanvirtualitbiz.blogspot.com
    Wednesday, March 18, 2009 12:26 PM
  • Of course - sorry. Thanks Allan.
    Wednesday, March 18, 2009 12:30 PM
  • I created a new test report, exported it and then deleted it and I was able to bring it back into CRM without any problem.
    The reports that were created outside of CRM are NOT accessing any other databases, they access CRM data only.

    When I open my reportserver using http://mycrmserver01/reports$myorg I'm able to open all of these reports.
    Thanks.
    Wednesday, March 18, 2009 12:35 PM
  • Ok - so let's look into your datasource - 

    Are you connecting to the Tables?  - or to Filtered view?  - or non filtered views?  -
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Wednesday, March 18, 2009 12:40 PM
    Moderator
  • Do you mean the MSCRM_DataSource listed under SQL Server Reporting Services?
    Wednesday, March 18, 2009 12:48 PM
  • Sorry for the confusion - it's the datasource within the report itself - open your dataset and then drill into the connection information.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Wednesday, March 18, 2009 12:51 PM
    Moderator
  • When I drill down to the datasource for any of these reports I can actually see 2 identical data sources, they both have
    this name : MSCRM_DataSource, one is listed under  a folder named 4.0 and the other one is listed directly under MyOrganizationName_MSCRM.
    All of the reports are using the same data sources named MSCRM_DataSource and I'm able to run them in the reporting services.


    Thanks.

    • Edited by Cire1507 Wednesday, March 18, 2009 1:33 PM
    Wednesday, March 18, 2009 1:00 PM
  • Hi,

    Scott is busy with another issue so let me see if I can help.  Here is what I would like you to try.

    Open the report in VS
    Select the data tab from the top of the report
    select the ... icon next to the dataset
    select the .... icon next to the Data Source
    Select the Type: = Microsoft SQL Server
    Your connection string should look like this:

    DataSource=SQLServername;InitialCatalog=CRMDatabaseTableName

    Select Ok, save the report and run it in Visual Studio to ensure it runs as expected.  If it runs, then try the upload to the CRM server using the Add or New Report upload feature.
    Best Regards, Donna
    Wednesday, March 18, 2009 1:25 PM
  • I have tried all that, all my reports run just fine in Visual Studio 2005, again I'm getting the error message when
    I try to upload the report(s) to CRM. (frustrating). Thanks
    Wednesday, March 18, 2009 1:54 PM
  • The datasource values that I reference above are critical to being able to upload the report.  Do all your datasets reference the datasource as indicated above or are they referencing a 'shared datasource, or some other value?  Please check each dataset in your report.


    Best Regards, Donna
    • Marked as answer by Cire1507 Wednesday, March 18, 2009 2:25 PM
    Wednesday, March 18, 2009 2:02 PM
  • Donna,

    You saved my life, it was the connection string like you mentioned above.
    Thanks a million, we have been trying to figure that out for almost a week!
    Appreciate your help.

    Best regards.
    Wednesday, March 18, 2009 2:25 PM
  • You're welcome, glad it helped.
    Best Regards, Donna
    Wednesday, March 18, 2009 2:44 PM