Clouds Connected · Case study
Programme studyUtilities

More than 200 SSRS reports carried off a deprecated reporting mode, ending a six-month stall in a utility's SharePoint upgrade.

A SharePoint Subscription Edition upgrade for a regulated electricity distributor, carrying Collabware CLM records management, Nintex workflow and more than 200 SQL Server Reporting Services reports off a reporting mode Microsoft had already deprecated, then extended into a twelve-month engagement.

Client
Municipally-owned Canadian electricity distributor
Sector
Utilities
Engagement
SharePoint Subscription Edition upgrade carrying records management, workflow and SSRS reporting
Period
March 2025 – May 2026, extended August 2026
Client quote approved

The client quote on this page is approved for use; the client itself is not named, at their request. A consultant named in the original message is withheld by instruction. This study describes a project that stalled for months and includes a production incident we caused. Both are in the record deliberately.

In brief

SharePoint Subscription Edition upgrade: what this engagement covered

The challenge

A municipally-owned electricity distributor ran its document estate on a SharePoint farm carrying everything that makes an upgrade hard: Collabware CLM for records management, Nintex for workflow, two further add-ins, and the one that mattered, more than 200 SQL Server Reporting Services reports, 75 of them on live subscriptions. Under provincial regulation the records layer is the compliance posture.

The reporting problem was structural and known from the first week. The old farm ran SSRS in SharePoint Integrated Mode, deprecated after SQL Server 2016, so the target platform could not receive those reports as they stood. They had to move to Native Mode on a separate server: a re-platforming wearing a migration’s clothes.

The solution

All four third-party products were scoped in, not deferred. By June 2025 a full round across every service application and content database was complete.

The report inventory was built around actual use. The first pass listed the 75 subscription-bearing reports, and the client found it incomplete: it excluded reports nobody subscribed to but people still ran. A full inventory followed with a last-run date for every report.

Then the reporting layer stalled the project. Report definitions migrated; their connection strings did not, and the data sources reached across SQL Server instances and an Oracle RAC cluster. Behind that sat Kerberos: rendering inside SharePoint needs service principal names, constrained delegation and a Claims-to-Windows-Token-Service account all agreeing.

In late November 2025 a delegation change made with an existing service account took the production intranet down. It was resolved the same day by issuing a dedicated account, but the outage was ours. Then the escalation route closed: a Microsoft support ticket was refused outright, because support does not assist with SharePoint Server, Subscription Edition included.

Two decisions ended the stall. Stop waiting on the vendor that had declined, and add a specialist. Then abandon the assumption underneath the problem: reports do not have to render inside SharePoint. Surfacing them by link removed the Kerberos chain from the critical path.

The results

200+ reportsmoved from a deprecated mode to Native Mode
75 subscription reportsre-pointed across SQL Server and Oracle RAC
~6 monthsstalled, ended by a specialist and a new approach
1 production incidentour own change, resolved the same day
DimensionBeforeAfter
Reporting200+ reports in deprecated Integrated ModeNative Mode, surfaced by link
Records and workflowFour add-ins on an unsupported farmAll four carried across
SupportNo contract in placeTwelve-month contract and a two-site gateway

Records and workflow arrived still attached to the content they govern, so the compliance position after cutover matched the one before. In May 2026 the client wrote unprompted:

[The utility] would like to thank Clouds Connected for the excellent work delivered on our SharePoint upgrade project. Your team demonstrated strong expertise, professionalism, and a clear, structured approach that made the entire process smooth and efficient.

We truly appreciate the effort and quality your team brought to this work and would not hesitate to work with Clouds Connected again on future initiatives.

Supervisor, IT Service Delivery
Quote approved for use. Client name withheld at client's request; the consultant named in the original is withheld by instruction.

They then bought more. A July 2026 patch decision surfaced that no support contract was in place. By August, two purchase orders followed two days apart: a twelve-month engagement to maintain the farm, retire the on-premises Nintex dependency and stand up an on-premises data gateway across both data centres. The Nintex work had been cut from scope in July, and the engagement grew anyway.

Technologies

Questions we get asked

SharePoint Subscription Edition upgrade: common questions

Can SSRS reports move to SharePoint Subscription Edition?
Not in SharePoint Integrated Mode. Microsoft deprecated that mode after SQL Server 2016, so no version of Subscription Edition can receive Integrated Mode reports as they stand. The reports have to be moved to SSRS Native Mode on a separate report server and surfaced back to users. On this engagement more than 200 reports made that move, 75 of them carrying live subscriptions.
Why do SSRS reports break after a SharePoint upgrade?
Report definitions migrate; their data source connection strings usually do not. On this engagement the data sources reached across several SQL Server instances and an Oracle RAC cluster, each needing credentials the new environment did not hold. Rendering a report inside SharePoint then adds Kerberos constrained delegation, service principal names and a Claims-to-Windows-Token-Service account that all have to agree with one another.
Does Microsoft support SharePoint Server Subscription Edition upgrade issues?
Not reliably. A support ticket raised during this engagement was refused outright, on the grounds that support does not assist with SharePoint Server, including Subscription Edition. Weeks then went into finding a route that would accept the case. Plan the escalation path on the assumption that the platform vendor may not be part of it, and budget time for the alternative.
How do you get an SSRS-blocked SharePoint upgrade moving again?
Two decisions ended a roughly six-month stall on this project. The first was to stop waiting on a vendor that had already declined the case and add a specialist to the engagement instead. The second was to challenge the requirement underneath the problem, because reports do not have to render inside SharePoint. Surfacing them by link rather than by embedded web part removed the entire Kerberos delegation chain from the critical path.
Work with us

Two ways this usually starts

For consulting partners

SharePoint delivery under your paper

Nine of the ten engagements in this library were contracted through a systems integrator, an ISV or a managed provider, with Clouds Connected as the named SharePoint delivery lead. Your client relationship, your invoice, our platform depth — white-label delivery, escalation cover, or a fixed-scope block of hours.

Every study here is anonymised by default, which is also how we work inside your accounts.

For direct clients

Upgrades, migrations, recovery, patching

SharePoint Server and Microsoft 365 platform work on estates that cannot simply be rebuilt: version upgrades, tenant and content migrations, disaster recovery design and drills, performance root-cause diagnosis, and scheduled security patching on a standing cycle.

Regulated utilities, financial services, aerospace and healthcare. Based in the Greater Toronto Area, Canada; delivery across North America.

Provenance

Where these facts come from

Reconstructed from project correspondence, September 2021 to September 2026. Every figure on this page traces to a dated message, and the source citation for each sits in the accompanying fact sheet. Nothing has been estimated, rounded up, or written on the client’s behalf.

Clouds ConnectedUtilities · SharePoint Subscription Edition upgrade