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‎docs/reporting-services/lesson-3-defining-a-data-driven-subscription.md‎

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---
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title: "Lesson 3: Defining a Data-Driven Subscription | Microsoft Docs"
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ms.date: 05/26/2016
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ms.date: 06/06/2019
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ms.prod: reporting-services
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ms.prod_service: "reporting-services-native"
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ms.technology: reporting-services
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ms.author: maggies
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---
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# Lesson 3: Defining a Data-Driven Subscription
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In this [!INCLUDE[ssRSnoversion_md](../includes/ssrsnoversion-md.md)] tutorial lesson, you use the [!INCLUDE[ssRSnoversion](../includes/ssrsnoversion-md.md)] web portals data-driven subscription pages to connect to a subscription data source, build a query that retrieves subscription data, and map the result set to report and delivery options.
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In this [!INCLUDE[ssRSnoversion_md](../includes/ssrsnoversion-md.md)] tutorial lesson, you use the [!INCLUDE[ssRSnoversion](../includes/ssrsnoversion-md.md)] web portal's data-driven subscription pages to connect to a subscription data source, build a query that retrieves subscription data, and map the result set to report and delivery options.
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> [!NOTE]
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> Before you start, verify that **[!INCLUDE[ssNoVersion](../includes/ssnoversion-md.md)] Agent** service is running. If it is not running, you cannot save the subscription. One method for verification is to open the [SQL Server Configuration Manger](../relational-databases/sql-server-configuration-manager.md).
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> Before you start, verify that **[!INCLUDE[ssNoVersion](../includes/ssnoversion-md.md)] Agent** service is running. If it is not running, you cannot save the subscription. One method for verification is to open the [SQL Server Configuration Manager](../relational-databases/sql-server-configuration-manager.md).
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This lesson assumes you completed Lesson 1 and Lesson 2 and that the report data source uses stored credentials. For more information, see [Lesson 2: Modifying the Report Data Source Properties](../reporting-services/lesson-2-modifying-the-report-data-source-properties.md)
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## <a name="bkmk_startwizard"></a>Start the Data-Driven Subscription Wizard
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2. In the context menu ![ssrs_tutorial_datadriven_reportmenu](../reporting-services/media/ssrs-tutorial-datadriven-reportmenu.png) of the report, click **Manage**, and then click **Subscriptions** in the left pane.
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3. Click **+ New Subscription**. If you do not see this button, you do not have Content Manager permissions.
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3. Click **+ New Subscription**. If you do not see this button, you do not have Content Manager permissions.
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## Define a description
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1. Type **Sales Order delivery** in description.
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## Schedule
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1. In the schedule section click **Report-specific schedule**.
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2. Click **Edit schedule**.
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3. In **Schedule Details**, click **Once**.
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4. Specify a start time that is a few minutes ahead of the current time.
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5. Click **Apply**.
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3. In **Schedule Details**, click **Once**.
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4. Specify a start time that is a few minutes ahead of the current time.
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5. Specify the *Start and end dates**.
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6. Select **Apply**.
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## Destination
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1. In the Destination section, Select **Windows File Share** for the method of delivery.
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**File name** |Get value from dataset | Order
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**Path** | Enter value | In the Value, type the name of a public file share for which you have write permissions (for example, `\\mycomputer\public\myreports`).
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**Render Format** | Get value from dataset | Format
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**Write mode**| Enter Value| Autoincrement
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**File Extension** |Enter Value |True
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**User Name** | Enter Value | Type your domain user account. Enter it in this format: \<domain>\\\<account>. The user account needs to have permissions to the path you configured.
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**Password** | Enter Value | Type your password
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**Write mode**| Enter value| Autoincrement
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**File Extension** |Enter value |True
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**User Name** | Enter value | Type your domain user account. Enter it in this format: \<domain>\\\<account>. The user account needs to have permissions to the path you configured.
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**Password** | Enter value | Type your password
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**Use file share account** | Enter value | False
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## Report parameters
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1. In the **OrderNumber** field , select **Get value from dataset**. In Value, select **Order**.
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2. Click **Create Subscription**.
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2. Select **Create Subscription**.
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## Next Steps
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## Next steps
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When the subscription runs, four report files will be delivered to the file share you specified, one for each order in the *Subscribers* data source. Each delivery should be unique in terms of data (the data should be order-specific), rendering format, and file format. You can open each report from the shared folder to verify that each version is customized based on the subscription options you defined.
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![List of files created by the subscription](../reporting-services/media/ssrs-tutorial-datadriven-subscription-filelist.gif "List of files created by the subscription")
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The subscription page in the Web portal will contain the **Last Run** date and **Status** of the subscription.
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The subscription page in the web portal will contain the **Last Run** date and **Status** of the subscription.
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**Note:** Refresh the page after the subscription runs to see the updated information.
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![Subscription results in Report Manager](../reporting-services/media/ssrs-tutorial-datadriven-subscription-status-reportmanager.png "Subscription results in Report Manager")
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![Subscription results in the web portal](../reporting-services/media/ssrs-tutorial-datadriven-subscription-status-reportmanager.png "Subscription results in the web portal")
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This step concludes the tutorial "Define a Data-Driven Subscription".
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[Data-Driven Subscriptions](../reporting-services/subscriptions/data-driven-subscriptions.md)
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[Create, Modify, and Delete Data-Driven Subscriptions](../reporting-services/subscriptions/create-modify-and-delete-data-driven-subscriptions.md)
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[Use an External Data Source for Subscriber Data &#40;Data-Driven Subscription&#41;](../reporting-services/subscriptions/use-an-external-data-source-for-subscriber-data-data-driven-subscription.md)
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‎docs/reporting-services/report-builder/media/configure-report-builder-access/ssrswebportal-site-settings-gear-icon-and-menu.png‎

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‎docs/reporting-services/report-server-sharepoint/reporting-services-report-server.md‎

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title: "Reporting Services report server | Microsoft Docs"
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ms.date: 09/25/2017
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ms.date: 06/06/2019
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ms.prod: reporting-services
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ms.prod_service: "reporting-services-native"
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|**URL addressing**|Yes|URL addressing is different in SharePoint integrated mode. SharePoint URLs are used to reference reports, report models, shared data sources, and resources. The report server folder hierarchy is not used. If you have custom applications that rely on URL access as supported on a native mode report server, that functionality will no longer work when the report server is configured for SharePoint integration.<br /><br /> For more information on URL access, see [URL Access Parameter Reference](../../reporting-services/url-access-parameter-reference.md)|
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|**Custom security extensions**|Yes|Reporting Services custom security extensions cannot be deployed or used on the report server. The report server includes a special-purpose security extension that is used whenever you configure a report server to run in SharePoint integrated mode. This security extension is an internal component, and it is required for integrated operations.|
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|**Configuration Manager**|Yes|**\*\* Important \*\*** Configuration Manager cannot be used to manage a SharePoint mode report server. Instead, use SharePoint central administration.|
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|**Report Manager**|Yes|Report Manager cannot be used to manage SharePoint mode. Use the SharePoint application pages. For more information, see [Reporting Services SharePoint Service and Service Applications](../../reporting-services/report-server-sharepoint/reporting-services-sharepoint-service-and-service-applications.md).|
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|**Web poertal**|Yes|Web portal cannot be used to manage SharePoint mode. Use the SharePoint application pages. For more information, see [Reporting Services SharePoint Service and Service Applications](../../reporting-services/report-server-sharepoint/reporting-services-sharepoint-service-and-service-applications.md).|
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|**Linked Reports**|Yes|No.|
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|**My Reports**|Yes|No|
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|**My Subscriptions** and batching methods.|Yes|No|
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## Related tasks
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The following topics provide additional information on installing, using, and maintaining a report server:
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The following articles provide additional information on installing, using, and maintaining a report server:
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|Task|Link|
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|----------|----------|
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|Review Hardware and software requirements.|[Hardware and Software Requirements for Reporting Services in SharePoint Mode](https://msdn.microsoft.com/library/ed91877d-4f74-4266-a932-b824b4810c99).|
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|Install Reporting Services in SharePoint mode.|[Install Reporting Services SharePoint Mode for SharePoint 2010](https://msdn.microsoft.com/47efa72e-1735-4387-8485-f8994fb08c8c)|
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|If you are a Web developer or have expertise in creating cascading style sheets, you can modify the default styles at your own risk to change the colors, fonts, and layout of the toolbar or Report Manager. Neither the default style sheets nor instructions for modifying the style sheets are documented in this release.|[Customize Style Sheets for HTML Viewer and Report Manager](https://msdn.microsoft.com/library/df805cff-b1de-4062-b2ac-423f37390fbd)|
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|Web developers who are familiar with HTML styles and Cascade Style Sheets (CSS) can use the information in this topic to determine which files can be modified to customize the appearance of Report Manager.|[Configure the Web Portal to Pass Custom Authentication Cookies](assetid:///91aeb053-149e-4562-ae4c-a688d0e1b2ba)|
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|Explains how to tune the memory settings for the Report Server Web service and Windows service.|[Configure Available Memory for Report Server Applications](../../reporting-services/report-server/configure-available-memory-for-report-server-applications.md)|
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|Explains recommended steps to configure are report server for remote administration.|[Configure a Report Server for Remote Administration](../../reporting-services/report-server/configure-a-report-server-for-remote-administration.md)|
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|Provides instructions for configuring the availability of **My Reports** on a Native report server instance.|[Enable and Disable My Reports](../../reporting-services/report-server/enable-and-disable-my-reports.md)|

‎docs/reporting-services/report-server/configure-report-builder-access.md‎

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# Configure Report Builder Access
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## Prerequisites
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Report Builder is not available in every edition of [!INCLUDE[msCoName](../../includes/msconame-md.md)][!INCLUDE[ssNoVersion](../../includes/ssnoversion-md.md)]. For a list of features that are supported by the editions of [!INCLUDE[ssNoVersion](../../includes/ssnoversion-md.md)], see [Features Supported by the Editions of SQL Server 2017](~/sql-server/editions-and-components-of-sql-server-2017.md).
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Report Builder is not available in every edition of [!INCLUDE[msCoName](../../includes/msconame-md.md)][!INCLUDE[ssNoVersion](../../includes/ssnoversion-md.md)]. For a list of features that are supported by the editions of [!INCLUDE[ssNoVersion](../../includes/ssnoversion-md.md)], see [Features Supported by the Editions of SQL Server 2017](../../sql-server/editions-and-components-of-sql-server-2017.md).
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The client computer must have the [!INCLUDE[msCoName](../../includes/msconame-md.md)] [!INCLUDE[dnprdnshort](../../includes/dnprdnshort-md.md)] 2.0 installed. The [!INCLUDE[dnprdnshort](../../includes/dnprdnshort-md.md)] provides the infrastructure for running [!INCLUDE[ndptecclick](../../includes/ndptecclick-md.md)] applications.
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The client computer must have the [!INCLUDE[msCoName](../../includes/msconame-md.md)] [!INCLUDE[dnprdnshort](../../includes/dnprdnshort-md.md)] 4.6 or 4.6.1 installed for SSRS 2016 and 2017 respectively. The [!INCLUDE[dnprdnshort](../../includes/dnprdnshort-md.md)] provides the infrastructure for running [!INCLUDE[ndptecclick](../../includes/ndptecclick-md.md)] applications.
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You must use [!INCLUDE[msCoName](../../includes/msconame-md.md)] Internet Explorer 6.0 or later.
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You must use [!INCLUDE[msCoName](../../includes/msconame-md.md)] Internet Explorer 11 or later or another modern browser.
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Report Builder always runs in full trust; you cannot configure it to run in partial trust. In previous releases, it was possible to run Report Builder in partial trust, but that option is not supported in [!INCLUDE[ssKatmai](../../includes/sskatmai-md.md)] and later versions.
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## Enabling and Disabling Report Builder
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## Role Assignments Granting Report Builder Access on a Native Mode Report Server
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## Role Assignments granting Report Builder access on a native mode Report Server
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On a native mode report server, create user role assignments that include tasks for using Report Builder. You must be a Content Manager and System Administrator to create or modify role definitions and role assignments on items and at the site level.
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The following instructions assume that you are using predefined roles. If you modified the role definitions or if you upgraded from SQL Server 2000, check the roles to verify they contain the necessary tasks. For more information about creating role assignments, see [Grant User Access to a Report Server &#40;Report Manager&#41;](../../reporting-services/security/grant-user-access-to-a-report-server-report-manager.md).
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The following instructions assume that you are using predefined roles. If you modified the role definitions or if you upgraded from SQL Server 2000, check the roles to verify they contain the necessary tasks. For more information about creating role assignments, see [Grant user access to a report server](../../reporting-services/security/grant-user-access-to-a-report-server.md).
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3. In Name, type **Report Builder**.
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4. In Description, enter a description for the role so that users in web portal know what the role is for.
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5. Add the following tasks: **Consume reports**, **View reports**, **View models**, **View resources**, **View folders**, and **Manage individual subscription**s.
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6. Click **OK** to save the role.
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#### To create role assignments that grant access to Report Builder
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1. Start Report Manager.
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1. Start the web portal.
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2. Click the gear icon on the top right of the web portal home page and select **Site Settings** from the drop down menu.
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![the web portal gear icon and menu](../../reporting-services/report-builder/media/configure-report-builder-access/ssrswebportal-site-settings-gear-icon-and-menu.png)
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## Permissions granting Report Builder access on a SharePoint Integrated Mode Report Server
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## Permissions granting Report Builder access on a SharePoint integrated mode Report Server
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- [Authentication with the Report Server](../../reporting-services/security/authentication-with-the-report-server.md)
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- [Browser Support for Reporting Services and Power View](../../reporting-services/browser-support-for-reporting-services-and-power-view.md)
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- [Start Report Builder](../../reporting-services/report-builder/start-report-builder.md)
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- [Report Manager &#40;SSRS Native Mode&#41;](https://msdn.microsoft.com/library/80949f9d-58f5-48e3-9342-9e9bf4e57896)- [Connect to a Report Server in Management Studio](../../reporting-services/tools/connect-to-a-report-server-in-management-studio.md)
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- [The web portal of a report server (SSRS Native Mode)](../web-portal-ssrs-native-mode.md)
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- [Connect to a Report Server in Management Studio](../../reporting-services/tools/connect-to-a-report-server-in-management-studio.md)
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- [Report Server System Properties](../../reporting-services/report-server-web-service/net-framework/reporting-services-properties-report-server-system-properties.md)

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