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Set up Microsoft SSRS

Configure Windows authentication and permissions in Microsoft SQL Server Reporting Services (SSRS) to enable Atlan to connect to your Report Server and crawl metadata.

Prerequisites​

Before you begin, make sure you have:

  • Administrative access to your SSRS Report Server or contact with your SSRS administrator
  • Windows Host: The hostname or IP address of the Windows server hosting the SSRS Report Server
  • Windows Domain: Your Windows domain name
  • Server Name: The server where SSRS is running (for example, ssrs.corp.example.com)
  • Server Version: The version of your SSRS server
  • Web Service Endpoint: The URL of the SSRS SOAP API (for example, http://servername/ReportServer/ReportService2010.asmx)
  • SOAP Schema: The full URL of the SSRS SOAP API namespace or version that defines the available service operations (for example, http://schemas.microsoft.com/sqlserver/reporting/2010/03/01/ReportServer)

Create Windows user for Atlan​

Create a dedicated Windows user account with appropriate SSRS permissions to enable Atlan to browse and read metadata from the Report Server.

  1. In your Windows domain controller, create a new Windows user account for Atlan integration.

  2. Assign the user to your Windows domain.

  3. Set a secure password for the account and note the credentials:

    • Windows domain name
    • Windows username
    • Windows password

Configure SSRS permissions​

Grant the Windows user account appropriate permissions in SSRS to access and read metadata from the Report Server.

  1. Open SQL Server Reporting Services Configuration Manager.

  2. Navigate to the Report Server and configure role assignments for the new user.

  3. Assign the Content Manager role to enable full metadata extraction. This role provides read access to all report server content including reports, folders, data sources, datasets, and models. Lower privilege roles like Browser may limit the metadata Atlan can crawl.

  4. Grant Read permissions to all folders you want to catalog in Atlan.

Verify network connectivity​

Confirm network connectivity exists between Atlan and your SSRS Report Server.

  1. Verify the Report Server URL is accessible from Atlan (for example, http://servername/ReportServer).

  2. For HTTPS connections, confirm SSL certificates are properly configured.

  3. Verify firewall rules permit traffic from Atlan to the SSRS server on the required ports.

Next steps​

Crawl Microsoft SQL Server Reporting Services assets: Configure and run the crawler to extract metadata from SSRS