Uploading a Design File to a Data Source

After you have modified an XML design file, you can upload it through the Add New Data Source page. Alternatively, you can create a new Data Source based on a modified file or even on a design file created from scratch.

To upload an XML design file, complete the following steps:

1. Log in to the server as an  Administrator. 

2. Locate the Data Source: 

   1. Choose  View > Search Results. 

   2. In the  Filters panel, under  Types, click  More choices. 

   3. Click  Data Sources. 

3. To update an existing Data Source, right-click the  Data Source and select  Edit from the context-menu. 

   • To create a new Data Source, select  Create > Data Source from the main menu. The Data Source appears in the  Data and Design page of the  Edit Data Source or  Add New Data Source dialog. If you are creating a new Data Source, you must select a data source before you can proceed. 

4. Select  Upload under  Data Source Design, then click the  Choose File button. A local  File Upload opens. 

5. In the  File Upload window, locate the XML design file, then click the  Open button. The server validates the uploaded XML file. If there are syntax or semantic errors, the current design is not replaced. You can make changes to the XML file and upload it again until there are no errors. 

6. If you used only supported features in the design file, verify the uploaded Data Source design by selecting  Edit in Data Source Designer from the  Add/ Edit Data Source page. Make sure the settings you made in the XML design file appear as expected on the various tabs of the Data Source Designer. If there are any errors or inconsistencies, you should make changes to the XML file, upload it again, and verify it again. 
   
   

   The results of editing a design in the Data Source Designer based on inconsistent XML file are unpredictable. If you cannot resolve the error or inconsistencies, you should click Cancel on the Data and Design page so that the uploaded design is not saved.

   After the design appears correctly in the Data Source Designer, you may make further modifications on any of the tabs.
   
   

   If you intentionally use syntax in the design file that Data Source Designer does not support, do not launch the Data Source Designer after uploading the file. The Data Source Designer can have unpredictable results with some XML designs it does not support.

    

7. In the  Data Source Designer, click the  OK button. 

8. Click the  Submit button to update the Data Source in the  Repository. 

9. If you modified an existing Data Source, you must clear the Ad Hoc cache of all queries based on the Data Source. This removes any data that was based on the old instance of the Data Source and avoid inconsistencies in new reports.