Security Views For Use In SmartList Designer: Group Based Company Access In Management Reporter

Microsoft Dynamics GPA while ago, I did a series of views on the Microsoft Dynamics GP security model. Well, a little after that I wrote a couple of scripts to allow the security configuration of Management Reporter to easily be enquired upon.

This, the second Management Reporter security script, shows security for users as granted by their Group membership. the previous post, on Friday, showed the user based company access.

The view is configured to read the security from a database called ManagementReporter and assumes the user who runs the report has select permissions on this database and relevant tables.

IF OBJECT_ID (N'uv_AZRCRV_GetManagementReporterGroupBasedSecurity', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_GetManagementReporterGroupBasedSecurity
GO
CREATE VIEW uv_AZRCRV_GetManagementReporterGroupBasedSecurity AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
	['Security User'].UserName AS 'Username'
	,['Security User Principal'].Name AS 'Domain Name'
	,['Security User'].LastLoginAttempt AS 'Last Login Attempt'
	,CASE ['Security User'].RoleType
		 WHEN 2 THEN
			'Viewer'
		 WHEN 3 THEN
			'Generator'
		 WHEN 4 THEN
			'Designer'
		 WHEN 5 THEN
			'Administrator'
		ELSE
			'None'
		END AS 'Role'
		,['Security Group Principal'].Name AS 'Group Name'
		,['Security Group Principal'].Description AS 'Group Description'
		,['Control Company'].Code AS 'INTERID'
		,['Control Company'].Name AS 'Company Name'
 FROM 
	Reporting.SecurityUser AS ['Security User'] WITH (NOLOCK)
INNER JOIN
	Reporting.SecurityPrincipal AS ['Security User Principal'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security User Principal'].ID
LEFT JOIN
	Reporting.SecurityGroupUser AS ['Security Group User'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security Group User'].UserID
LEFT JOIN
	Reporting.SecurityPrincipal AS ['Security Group Principal']  WITH (NOLOCK)
		ON
			 ['Security Group User'].GroupID = ['Security Group Principal'].ID
LEFT JOIN
	Reporting.SecurityCompanyPermission AS ['Security Company Group Permission'] WITH (NOLOCK)
		ON
			['Security Group Principal'].ID = ['Security Company Group Permission'].PrincipalID
LEFT JOIN
	Reporting.ControlCompany AS ['Control Company'] WITH (NOLOCK)
		ON
			['Security Company Group Permission'].CompanyID = ['Control Company'].ID
GO
GRANT SELECT ON uv_AZRCRV_GetManagementReporterGroupBasedSecurity TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

Security Views For Use In SmartList Designer: User Based Company Access In Management Reporter

Microsoft Dynamics GPA while ago, I did a series of views on the Microsoft Dynamics GP security model. Well, a little after that I wrote a couple of scripts to allow the security configuration of Management Reporter to easily be enquired upon.

This first script returns the security based on how the user is configured; the view I will post on Monday shows Group based security.

The view is configured to read the security from a database called ManagementReporter and assumes the user who runs the report has select permissions on this database and relevant tables.

IF OBJECT_ID (N'uv_AZRCRV_GetManagementReporterUserBasedSecurity', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_GetManagementReporterUserBasedSecurity 
GO
CREATE VIEW uv_AZRCRV_GetManagementReporterUserBasedSecurity AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
	['Security User'].UserName AS 'Username'
	,['Security User Principal'].Name AS 'Domain Name'
	,['Security User'].LastLoginAttempt AS 'Last Login Attempt'
	,CASE ['Security User'].RoleType
		 WHEN 2 THEN
			'Viewer'
		 WHEN 3 THEN
			'Generator'
		 WHEN 4 THEN
			'Designer'
		 WHEN 5 THEN
			'Administrator'
		ELSE
			'None'
		END AS 'Role'
	,['Control Company'].Code AS 'INTERID'
	,['Control Company'].Name AS 'Company Name'
FROM 
	ManagementReporter.Reporting.SecurityUser AS ['Security User'] WITH (NOLOCK)
INNER JOIN
	ManagementReporter.Reporting.SecurityPrincipal AS ['Security User Principal'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security User Principal'].ID
LEFT JOIN
	ManagementReporter.Reporting.SecurityCompanyPermission AS ['Security Company Permission'] WITH (NOLOCK)
		ON
			['Security User Principal'].ID = ['Security Company Permission'].PrincipalID
LEFT JOIN
	ManagementReporter.Reporting.ControlCompany AS ['Control Company'] WITH (NOLOCK)
		ON
			['Security Company Permission'].CompanyID = ['Control Company'].ID
GO
GRANT SELECT ON uv_AZRCRV_GetManagementReporterUserBasedSecurity TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

Management Reporter Fact Check

Microsoft Dynamics GPFollowing the announcement by Microsoft back in June last year of a partnership with Jet Reports, the future of Management Reporter has been a topic of conversation amongst the community with rumours constantly swirling that Management Reporter would disappear from the Microsoft Dynamics GP space.

On the Inside Microsoft Dynamics GP team blog, Pam Misialek has posted a Management Reporter Fact Check:

  • Management Reporter is available and fully supported by Microsoft. It is still included in the Starter Pack and will continue to be.
  • Management Reporter will ship with GP Next later this calendar year and will ship in future releases as well.
  • Microsoft are looking for any feature enhancements ideas which can be added to the product.
  • HTTP support was added for Microsoft Dynamics GP 2016 R2
  • Management Reporter will not go fully to the cloud in a multi-tenant environment. It can be used in the cloud, with a RDP connection.

Management Reporter is technically a separate product because it works across all Dynamics products. So what? Who cares? It works great at creating financial statements.

Management Reporter 2012 CU16 Now Available

Microsoft Dynamics GPThe Dynamics CPM Team has recently announced the release of Cumulative Update 16 for Management Reporter 2012.

The big new feature in this CU, is HTTPS support which was announced as a new feature alongside Microsoft Dynamics GP 2016 R2.

Vaidy Mohan has posted an article on the functionality for Microsoft Dynamics GP.

Management Reporter Error: “The operation could not be completed due to a problem in the data provider framework”

Microsoft Dynamics GPA bit like Integration Manager, Management Reporter often presents highly generic meaningless error messages to users. The error message below was provided to me by a client a while ago (but I have just stumbled across the screenshots again), which I was then able to reproduce just be ruunning the report:

Management Reporter: The operation could not be completed due to a problem in the data provider framework

Management Reporter

The operation could not be completed due to a problem in the data provider framework.

Continue reading “Management Reporter Error: “The operation could not be completed due to a problem in the data provider framework””

MDGP 2016 R2 Feature of the Day: HTTPS Support for Management Reporter

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The nineteenth Feature of the Day is support in Management Reporter 2012 for https access to the web viewer:

This adds the ability to deploy Management Reporter for report access over secure https communication.

This feature is well overdue; it should have been introduced at the same time as the web viewer itself.

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

Management Reporter 2012 CU15 Is Now Available

Microsoft Dynamics GPThe Dynamics Financial Reporting for Microsoft Dynamics GP has announced the availability of CU15 for Management Reporter 2012. This cumulative up-date contains a few bug fixes as well as some enhancements.

Here’s a summary of the new Management Reporter CU15 features:

  • Improved responsiveness in the Web Viewer.
  • A search bar has been added to search through the current level of the report as in-browser search functions may not always return all results because of the performance changes to improve responsiveness.
  • Printing in the Web Viewer through XPS download.
  • PowerShell module to enable reset of data mart.
  • Added a Turkish (tr-tr) localization.
  • Additional fixes for product defects.

The Dynamics Financial Reporting for Microsoft Dynamics GP team will be blogging about the new features in detail soon.

There are a few new prerequisites which are required for this cumulative update:

  • SQL Server 2012 or higher.
  • Microsoft .NET Framework 4.6.1 is also required (when installed this may require a reboot).

Management Reporter CU15 Release is version 2.12.15000.56; make sure your ERP version is supported by checking the compatibility list.

The EN-US download for Management Reporter CU15 is here and localised versions will be coming soon.

Management Reporter Client Crash During Import of Building Blocks

Microsoft Dynamics GPI’m in the middle of an upgrade of a client to Microsoft Dynamics GP 2015 R2 and am also upgrading Management Reporter to CU12 (I’m not entirely happy with CU13 and am avoiding it for now). We initially had problems with the upgrade as the server ran out of HDD space due to the size of the database and the changes made during the upgrade.

After discussing it with the client, we agreed to re-implement Management Reporter and migrate all of the building blocks from the old server to the new one.

It was while doing the import into Management Reporter 2012 CU12 that I ran into a problem; a persistent crashing:

Management Reporter for Microsoft Dynamics ERP has stopped working

I’d already imported the Report Definitions without any problem and was looking to make sure all of the building blocks were imported when it crashed with the above error message. I restarted it and tried again and it again crashed on me.

I did a little playing round and found that it only seemed to crash if the house moved over the top of the Report Definitions in the scrolling window; if I moved the cursor around the outside of the scrolling window and selected the tab of any of the other building blocks, such as the Column Definitions, I could move the mouse over the top of them and make selections. Just not over the top of the Report Definitions.

I headed online to see if I could find anyone else talking about the same issue and came across a post from Stoneridge Software had found something very similar, although they reported it was only the left most column whereas for me it was all of the columns.

Stoneridge also report that the fix for this was in CU13.

Management Reporter Error: An Error Occurred While Configuring ‘Management Reporter Application Service’ Part 4 – Log Space

Microsoft Dynamics GPAs mentioned in the last post, I’ve been having some fun with Management Reporter recently. Unfortunately, Integration Manager the errors it produces are often less than useful. After resolving the issues with the schema owner, SQL Timeout and SQL Login, the attempt to upgrade Management Reporter produced another generic error message:

Management Reporter 2012: An error occurred while configuring 'Management Reporter Application Service'. Check the deployment log for details.

Management Reporter 2012

An error occurred while configuring 'Management Reporter Application Service'. Check the deployment log for details.

Continue reading “Management Reporter Error: An Error Occurred While Configuring ‘Management Reporter Application Service’ Part 4 – Log Space”

Management Reporter Error: An Error Occurred While Configuring ‘Management Reporter Application Service’ Part 3 – SQL Login

Microsoft Dynamics GPOver the last couple of postrs, I have discussed the first two error messages I encountered recently (schema owner and SQL Timeout) doing an upgrade of Management Reporter for a client.

After resolving the issue with the SQL Timeout error, the attempt to upgrade Management Reporter produced an error message at the validation stage:

Validation Messages: Database configuration: Unable to connect to the specified database server with the Management Reporter service account. Make sure the database server is correct and that the service account has a SQL Server Login.

Validation Messages

Database configuration: Unable to connect to the specified database server with the Management Reporter service account. Make sure the database server is correct and that the service account has a SQL Server Login.

After clicking Close I launched Management Studio and loaded the properties for the user account used for the Management Reporter services:

Login Properties

After clicking on User Mapping I was able to see that the Management Reporter database was not selected. I marked the checkbox next to it and clicked OK.

I was able to click the Proceed button and continue the deployment. With the extended timeout from the last post, I left the upgrade running in the back ground.

Unfortunately, the story was far from over.