Install SQL Server 2014: SSRS Configuration for Microsoft Dynamics GP

Microsoft Dynamics GPIn the previous two posts, I stepped through the installation and configuration of SSRS. To deploy the Microsoft Dynamics GP SSRS reports to the SSRS server there is one last piece of configuration which needs to be completed.

There is a setting in the web.config file which needs to be added for the reports to deploy successfully. I have previously blogged about that setting here. The only change in the path will be the version number in the folder name will be higher.

Once you have completed that step you can then move onto deploying the SSRS reports in Dynamics GP; this post was written on Dynamics GP 2010 R2, but the process for deploying them is the same in Dynamics GP 2015.

Click to show/hide the Install SQL Server 2014 Series Index

Install SQL Server 2014
SQL Server Installation
SSRS Installation
SSRS Configuration
SSRS Configuration for Microsoft Dynamics GP

Install SQL Server 2014: SSRS Configuration

SQL ServerIn this small series of posts I’m going to take a step through the installation of SQL Server 2014 and SSRS (the series index can be found at the bottom of each post).

In the last post, I stepped through the installation of SSRS. As I mentioned in that post, I prefer to do the configuration separately, as I have had problems with the automatic configuration.

To configure SSRS, launch Reporting Services Configuration Manager from the Windows Start screen.

The first window launched is the Reporting Services Configuration Connection one; ensure the Server Name is correct and that the Report Server Instance is the one to be configured and click Connect:

Reporting Services Configuration Connection

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Hands On With Microsoft Dynamics GP 2015 RTM: First Run of Business Analyzer

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

In the last post, I took a quick look at the install of Business Analyzer, so in this post I m going to take a look at running Business Analyzer; I have titled this post “first run”, but it is an action that each user would do as they configure Business Analyzer for use.

Launch Business Analyzer from the Windows Start screen, or search for it if necessary:

Windows Search - Business

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Hands On With Microsoft Dynamics GP 2015 RTM: Web Services Configuration

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

With the web services installed, the next step is to configure them using the Web Services for Microsoft Dynamics GP Configuration Wizard. Launch the wizard and click Next on the welcome screen:

Web Services for Microsoft Dynamics GP Configuration Wizard - Welcome to the Web Services for Microsoft Dynamics GP Configuration Wizard

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Hands On With Microsoft Dynamics GP 2015 RTM: Single Machine Dynamics GP Web Components Configuration

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

Once the main installer of the Web Components has finished and been closed, two more installers will load. The first of these is the Microsoft Dynamics GP Web Components Configuration Wizard. Click Next on the Welcome page:

Microsoft Dynamics GP Web Components Configuration Wizard - Welcome

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Hands On With Microsoft Dynamics GP 2015 RTM: First Run Of The Desktop Client

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In the last couple of posts, I ran through the server install and deploy of the Fabrikam Sample Company. In this post, I’ll take a quick look through the first run of the GP client.

Dynamics GP is launched using the GP icon on the Start screen. You’ll notice that the old tri-colour icon has been replaced with a simple white on dark blue background (which matches the Dynamics Community site colours) and the splash has also been redone to match. When the logon prompt appears log in using the sa account and wait while the SQL Get Messages are updated:

Welcome to Microsoft Dynamics GP

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Merged Systems Duplicating Note Indexes

Microsoft Dynamics GPWe have been doing some work for a client who is merging two Dynamics GP implementations into one and during testing found that new orders being entered in the newly merged system were showing notes for previous orders.

The reason is that the next number to be used is an entry on the SY01500 (Company Master) table. When the systems were merged, it was done by creating a new company in Dynamics GP, restoring the source systems database over the top and then configuring the setup stored in the System database, such as the Company Setup (Administration area page >> Setup >> Company >> Company).

So we had a database which had notes attached, but a brand new entry in the Company Master (SY01500) table. As we still had the DYNAMICS for the source company database it is a fairly easy job to identify the correct value and update into Company Master.

However, should you want to automate this process, there is a KB article from Microsoft available: Cross-linked or incorrect notes indexes in Microsoft Dynamics GP. The KB article contains a SQL script which is run against the company database and identifies the highest used Notes Index and then resets the Company Master value.

Professional Services Tools Library – DBMS Error 4920

Microsoft Dynamics GPI ws recently doing some work for a client, one part of which was to configure Microsoft Dynamics GP to duplicate creditors created in one company into another using the PM Master Trigger functionality in the Professional Services Tools Library (PSTL).

When I tried to enable the trigger I received the following error message:

Microsoft Dynamics GP - The stored procedure failed to enable taVendorInsert returned the following results: DBMS: 4920, Microsoft Dynamics GP: 0Microsoft Dynamics GP – The stored procedure failed to enable taVendorInsert returned the following results: DBMS: 4920, Microsoft Dynamics GP: 0

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New Book Available: Implementing the Microsoft Dynamics GP Web Client

Microsoft Dynamics GPLast year I had two books published via Packt Publishing, the Microsoft Dynamics GP 2013 Cookbook and Microsoft Dynamics GP 2013 Financial Management. Well, in the next few days I will have a new book available for purchase; Implementing the Microsoft Dynamics GP Web Client:

Implementing the Microsoft Dynamics GP Web Client

The book will initially be available from Amazon in the USA and various countries in Europe as a paperback and can also be purchased in PDF eBook form (the eBook is actually available now; the hard copy from Amazon and other retailers will follow soon).

This book provides guidance for the implementation of the Microsoft Dynamics GP web client with step-by-step guides, illustrations and links to useful resources.

Who This Book Is For

This book is aimed at Dynamics GP users and partners who intend to implement the web client for Microsoft Dynamics GP for individual clients; much of the process for installing a multi-tenant deployment is the same as the scale-out one, but this book is specifically focusing on the scale-out deployment. This book assumes you have a knowledge of Windows Server, Active Directory for creating users and groups, IIS and application deployments. A basic knowledge of Microsoft Dynamics GP is also required.

What This Book Covers

This book covers the scale-out deployment of the Microsoft Dynamics GP 2013 R2 web client, from prerequisites through installation to logging in, using and managing. An upgrade of the Microsoft Dynamics GP 2013 SP2 web client to Microsoft Dynamics GP 2013 R2 is covered, before closing with a look at troubleshooting problems.

How This Book Is Structured

Chapter 1, Introduction to the Microsoft Dynamics GP Web Client, covers the basics of the web client including a look at the pros and cons of the web client versus the classic desktop client and the deployment methods available.

Chapter 2, Prerequisites of the Microsoft Dynamics GP Web Client, covers the prerequisites for installing or upgrading the Microsoft Dynamics GP web client.

Chapter 3, Microsoft Dynamics GP Web Client Scale-Out Deployment, covers the scale-out deployment method of installing the Microsoft Dynamics GP web client.

Chapter 4, Logging In, Using and Managing the Microsoft Dynamics GP Web Client, covers the process of logging into the web client, the navigation differences between the desktop and web client versions of Microsoft Dynamics GP and then how the web client can be managed.

Chapter 5, Upgrading a Microsoft Dynamics GP Web Client Scale Out Deployment, covers the upgrade of the Microsoft Dynamics GP 2013 SP2 web client to the R2 version.

Chapter 6, Troubleshooting the Microsoft Dynamics GP Web Client, includes tips for troubleshooting and some of more common issues during the implementation.

I will be adding additional sales channels in the near future, but for now you can buy a PDF eBook, or go to CreateSpace, Amazon.com or Amazon UK for a paperback copy.

NB. The book can currently be bought on CreateSpace and Amazon UK, but not all of the Amazon sites have it listed as available; this should happen in the next few days.

Script To Copy Segments To All Companies

Microsoft Dynamics GPFollowing the last post I did, on copying segments to a new company, I did some thinking and realised that with a little more work on the script I could make it even more useful when setting up clients with multiple companies and the same chart of account structure.

I have added a cursor to the script which selects all company databases from the DYNAMICS System Database (change the highlighted DYNAMICS if you’re using a named system database) and then loops though them doing the insert from the SourceDatabase.

As before, the script checks to make sure the Segments don’t already exist in the destination before doing the insert.

DECLARE @SourceCompany AS VARCHAR(5)
DECLARE @DestinationCompany AS VARCHAR(5)
DECLARE @SQLStatement AS VARCHAR(2000)

SET @SourceCompany = 'TWO'

DECLARE
	cursor_InterID Cursor 
FOR 
	SELECT
		INTERID
	FROM
		DYNAMICS..SY01500
	INNER JOIN
		master..sysdatabases
	ON
		name = INTERID
	WHERE
		INTERID <> @SourceCompany
	
	Open cursor_InterID

	FETCH NEXT FROM
		cursor_InterID
	INTO
		@DestinationCompany
	While (@@FETCH_STATUS <> -1)
		BEGIN
		IF (@@FETCH_STATUS <> -2)
			SET @SQLStatement = 'INSERT INTO ' + @DestinationCompany + '..GL40200
				(SGMTNUMB
				,SGMNTID
				,DSCRIPTN
				,SEGCOUNT
				,NOTEINDX)
				
				(SELECT
					SGMTNUMB
					,SGMNTID
					,Left(DSCRIPTN, 30)
					,0
					,0
				FROM
					' + @SourceCompany + '..GL40200 AS SD
				WHERE (SELECT COUNT(GL.SGMNTID) FROM ' + @DestinationCompany + '..GL40200 GL
					WHERE GL.SGMTNUMB = SD.SGMTNUMB AND GL.SGMNTID = SD.SGMNTID) = 0)'

			EXEC (@SQLStatement)
			FETCH NEXT FROM
				cursor_InterID
			INTO
				@DestinationCompany
		END
	CLOSE cursor_InterID
DEALLOCATE cursor_InterID

If you run this script, please be careful and ensure you have a good backup before running the script (as I don’t supply a warranty with any script I post here; that said I am happy to talk to people if they have questions or would like the script extending).