Organisational Accounts for Workflow in Microsoft Dynamics GP 2018

Microsoft Dynamics GPWith the release of the Microsoft Dynamics GP 2018 July Hotfix you now have the option of using Azure Active Directory Organization Accounts for the originator, approver and manager roles in Microsoft Dynamics GP Workflow.

Making Azure Organisation Accounts work with Workflow for originators, approvers and managers now means that Workflow can be used in pure Azure environments which do not have a traditional Domain Controller available.

Lucas Miller on the Dynamics GP Support and Services Blog has a blog post running through the steps to configure and install the necessary components to use this new functionality.

GP Transaction Search: Installing the SQL Stored Proc for v1.0.0.4

Precipio ServicesThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

When running through the installation of the GP Transaction Search the other day, I didn’t cover the deployment of the SQL stored proc.

In the downloaded zip file, there is a SQL script called csspGLTransactionSearch v1.1.sql which needs to bedeployed in each company database:

Windows Explorer

Once this is deployed, the PM Transaction Search window will be fully working.

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GP Transaction Search: Installation of v1.0.0.4

Precipio ServicesThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

The installation of the GP Transaction Search window is a nice simple one.

First off, download the addin from the Precopio Services website.

The downloaded file is a zip which contains the four versions currently available:

GP Transaction Search zip

I am installing the Microsoft Dynamics GP 2018 version, so have opened the 2018 folder.

Copy the contents of the folder to the Dynamics GP addins folder which is a subfolder of the installation one (by default this is C:/Program Files (x86)/Microsoft Dynamics/GP2018/).

Depending on your security settings, you may need to Unblock the dlls. To check if this is necessary, right click each one in turn and click on Properties. If there is a checkbox called ,em>Unblock, mark this and click OK to save changes.

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Implementing Jet Enterprise: Implementing Jet Professional

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

No, the title is not a mistake. When you purchase Jet Enterprise, you also get a licence for Jet Professional. This ensures you get the full reporting capability available from Jet Reports. It also means that as well as following my series on Implementing Jet Enterprise, you should also follow the series on Implementing Jet Professional.

In the last post, on the Jet Enterprise sample reports, I said you could use the reports for both Jet Professional and Jet Enterprise, but forgot to say how. The how is because you have access to Jet Professional if you install it.

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Implementing Jet Enterprise: Sample Reports

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

As with the other versions of Jet Reports, there are sample reports available from Jet Reports. Back in May I posted about the sample reports for Jet Professional.

The download for Jet Professional and Jet Enterprise is the same one; with jet Enterprise all of the files in the download will be able to be used.

To download the use the reports, follow the instructions in the Jet Professional sample reports post.

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Implementing Jet Enterprise: Schedule Execution Package

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

The final step in automating the deploy and execution of the project, is to create the scehdule. Do this in the Jet Data Manager Server by selecting the Execution tab, right click on the execution package to which you want to add the schedule and then click Add Schedule:

Jet Data Manager Server: Execution

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Implementing Jet Enterprise: Test Execution Package

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

In the last post, I stepped through the creation of an execution package; I am going to set this to execute automatically on a schedule, but first I am going to manually run it to ensure that it works.

To test the execution package, select the Execution tab, right click on the execution package to test and click Execute:

Jet Data Manager Server: Execution

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Implementing Jet Enterprise: Create Execution Package

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

To automatically update the Jet Enterprise cubes, we need to create an execution package.

To do this, select the Execution tab, right click on the Execution {Package node and click Add Execution Package:

Jet Data Manager Server: Execution

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Implementing Jet Enterprise: Create Event Log Notification for Execution Packages

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

Jet Enterprise cubes can be automatically updated using an execution package. A notification can be created for the execution package so that admins can be notified of any issues during the execution.

In this post, I’m going to create a notification and in the next post will cover the creation of the execution package itself.

To create the notification, select the Execution tab, right click the Notifications node and click Add Notification:

Jet Data Manager Server - Execution

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Implementing Jet Enterprise: Set Cubes to Automatically Update

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

Over the last few posts, I have shown the installation and deployment of Jet Enterprise and have manually updated the data warehouse and OLAP cubes. We have then tested the cubes in Microsoft Excel to confirm the cubes are populated and working correctly.

However, a BI solution needs to automatically update so that new data is included without the user needing to take any action other than refreshing the report. There is a few steps which need to be followed to do this; over the next few posts in this series I’m going to show how Jet Enterprise can be configured to do this.

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