How To Configure Management Reporter 2012

Microsoft Dynamics GPOn Monday the new version of Management Reporter was released, on Tuesday I posted the first in a series of posts on how to install Management Reporter 2012 server prerequisites and yesterday I posted the second part of the series on how to install the server software. Today I’ll cover the configuration of Management Reporter 2012.

To quickly recap, the server configuration I am using is four separate servers, all running Windows Server 2008 R2, but could easily be installed on one machine, or virtual machine, for use as a test system;
Domain Controller (DC1) running the ideal domain (a slight departure from my usual azurecurve) on
SQL Server (SQL1)
Reporting Server (RPT1)
Terminal Server (TS1)

The configuration is done using the Configuration Console which is installed as part of the server installation, so in my case it is on the Reporting Server (RPT1).

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How To Install Management Reporter 2012 – Server Installation

Microsoft Dynamics GPYesterday, I posted the first in a series of posts on how to install Management Reporter 2012; how to install Management Reporter 2012 — Server Prerequisites. Today I’ll cover the server side of the installation.

The first step is to download the installation package; Microsoft Dynamics Management Reporter 2012 (PartnerSource or CustomerSource login required).

One thing to note about the installation of Management Reporter 2012 is that it has been much simplified over that of Management Reporter 2; some parts have been removed (no separate provider to install) and some has been moved to the new Configuration Console.

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How To Install Management Reporter 2012 – Server Prerequisites

Microsoft Dynamics GPWith the release of Management Reporter 2012 I thought it might be worth doing a series of posts on how to install this version.

The server configuration I am using is four separate servers, all running Windows Server 2008 R2, but could easily be installed on one machine, or virtual machine, for use as a test system;

  • Domain Controller (DC1) running the DOMAIN.MSDynamicsERP.co.uk
  • SQL Server (SQL1)
  • Reporting Server (RPT1)
  • Terminal Server (TS1)

All of the installation of Management Reporter server, and the server prerequisites, will be done logged into the Reporting Server (RPT1); the client and initial configuration will be done on the Terminal Server (TS1).

The prerequisites for MR 2012 are very similar to those of Management Reporter 2 which were covered hereThe prerequisites of Management Reporter 2012 differ from Management Reporter 2 in that only the .NET Framework 4 is common between the two versions. The addition that MR 2012 requires is the Microsoft Access Database Engine 2010 Redistributable to be installed.

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How To Configure SQL Server Reporting Services In Order To Deploy Reporting Services Reports In GP

Microsoft Dynamics GPThe post following this will cover deploying SSRS reports within Microsoft Dynamics GP but I thought I’d cover configuring SSRS as a spearate post rather than assuming everyone has it already configured. A number of the clients I deal with have had GP for a while and never installed the SSRS reports but are now doing so.

When you install SQL Server Reporting Services at the same time as SQL Server you have the option to automatically configure SSRS with the default settings. In the case of someone who has SQL already installed but didn’t install SSRS at the same time, this is not an option.

This How To starts after SSRS has been added to the installation on the client machine at the point where you would start to configure it; if you’d like a walk through adding SSRS to an existing installation of SQL Server, let me know and I’ll sort one out.

To do the initial configuration of SSRS, or to change the configuration of an existing installation, you need to start the Reporting Services Configuration Manager (Start menu » Programs » Microsoft SQL Server 2008 R2 ?? Configuration Tools » Reporting Services Configuration Manager) Continue reading “How To Configure SQL Server Reporting Services In Order To Deploy Reporting Services Reports In GP”

Fixing The Management Reporter Sample Reports Part 2

Microsoft Dynamics GPWell, I return to fixing the Management Reporter sample reports with an, unexpected, part 2. Last week I installed the sample reports into Management Reporter and then found a problem with the sample reports where the Segment didn’t link correctly to the segments in Microsoft Dynamics GP.

The same issue exists with the Reporting Trees in the sample reports with the Dimensions column;

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Fixing The Management Reporter Sample Reports

Microsoft Dynamics GPI installed the sample reports into Management Reporter yesterday when writing the blog post but I didn’t actually take a proper look at them until this morning when I realised that there is a problem with them; there is a mismatch between the default settings of the sample reports and Microsoft Dynamics GP 2010 R2 whereby the Link to Financial Dimensions is broken;

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How To Install Management Reporter Sample Reports

Microsoft Dynamics GPIn some recent posts I’ve covered installing Management Reporter (prerequisites, server and clients) as well as doing the initial setup.

Once Management Reporter has been installed and initialised, typically the next step would be to configure security access and then start creating the building blocks required for the needed reports.

However, if you’re creating a demo system you might instead install the sample reports supplied by Microsoft which can be downloaded from either CustomerSource or PartnerSource (login required) which is what I am going to cover in this post.

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How To Configure Management Reporter For Use

Microsoft Dynamics GPOver the last few posts I’ve covered installing the Management Reporter prerequisites, server and clients; now it’s time to configure Management Reporter for use.

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How To Install Management Reporter – Client

Microsoft Dynamics GPAt the end of last week, I posted the first two parts in a series of posts on how to install Management Reporter; how to install Management Reporter – Prerequisites and how to install Management Reporter – Server.

Today I’ll give a run through of the Management Reporter client installation. To install the client, the same installation packages used to install the server, Microsoft Dynamics Management Reporter SP1 (Full Install) and Management Reporter Service Pack 2 October Update (PartnerSource or CustomerSource login required), are used. Continue reading “How To Install Management Reporter – Client”