Hands On With MDGP 2018 RTM: Deploy Reporting Services Reports

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

With SSRS configured to work with Microsoft Dynamics GP, we can now deploy the reports. This is done via Reporting Tools Setup (Administration area page >> Setup >> System >> Reporting Tool Setup).

Change the Report Server Mode to Native and enter the Report Server URL and Report Manager URL.

You can also set a subfolder for where the reports are to be deployed; this is useful when you have more than just the Microsoft Dynamics GP reports deployed onto the report server.

Make sure the checkboxes in the Deployment Options section are checked and click the Deploy Reports button.

Reporting Tool Setup

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Hands On With MDGP 2018 RTM: Before Deploying the Reporting Services Reports

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

Now that Microsoft Dynamics GP 2018 RTM has been installed and confirmed working, it’s time to deploy the Reporting Services Reports. However, before I do so, there are two tasks which need to be done first.

The first is to ensure SQL Server Reporting Services itself has been configured to work with Microsoft Dynamics GP. This isn’t actually too difficult, it just requires the following element to be added to the web.config file:

maxRequestLength="20690"

This blog post has detailed instructions of how to make this configuration change.

The second change may not be needed; it will depend on the security settings on your PC or server, but I find myself making this change in advance anyway so that I do not have any issues and so that my AD login is automatically used. When I don’t make this change, I have had problems deploying the reports; when I make the attempt, the deployment hangs and eventually fails.

The change is to add the SSRS website to the Local Intranet zone. To do this, launch Internet Explorer, clikc the cog icon and then select Internet options:

Internet Explorer

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SQL Function To Return Workflow Approval Status

Microsoft Dynamics GPIf you have been paying any sort of attention, you will know that I do quite a lot of work with the Workflow 2.0 module of Microsoft Dynamics GP.

We have created a number of reports in the past which allows the status of transactions or card going through a Workflow Approval process; to simplify matters somewhat, I created a SQL function which can be called with the Workflow Type Name and the Workflow Business Object Key and have the approval status returned.

CREATE FUNCTION dbo.uf_AZRCRV_GetWorkflowApprovalStatus(@WorkflowTypeName CHAR(50),@WfBusObjKey CHAR(20))
	RETURNS VARCHAR(14)
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).

Returns Workflow Approval status of a specified workflow item.

Requires input parameters of WorkflowTypeName and WfBusObjKey

Valid Workflow Type Names are (as of Microsoft Dynamics GP 2016 R2):
	General Ledger Batch Approval
	Receivables Batch Approval
	Payables Batch Approval
	Payables Transaction Approval
	Purchase Order Approval
	Purchase Requisition Approval
	Vendor Approval
	Employee Profile Approval
	Employee Skills Approval
	Payroll Direct Deposit Approval
	Payroll Timecard Approval
	Payroll W4 Approval
	Expense Report Approval
	Timesheet Approval
	Smartlist Designer View Approval
*/
BEGIN
	RETURN ISNULL((
		SELECT TOP 1 
			CASE WHEN ['Workflow History'].Workflow_Action = 1 THEN
				'Submitted'
			WHEN ['Workflow History'].Workflow_Action = 2 THEN
				'Resubmitted'
			WHEN ['Workflow History'].Workflow_Action = 3  THEN
				'Approved'
			WHEN ['Workflow History'].Workflow_Action = 4 THEN
				'Task Complete'
			WHEN ['Workflow History'].Workflow_Action = 5 THEN
				'Rejected'
			WHEN ['Workflow History'].Workflow_Action = 6 THEN
				'Delegated'
			WHEN ['Workflow History'].Workflow_Action = 7 THEN
				'Recalled'
			WHEN ['Workflow History'].Workflow_Action = 8 THEN
				'Escalated'
			WHEN ['Workflow History'].Workflow_Action = 9 THEN
				'Edit'
			WHEN ['Workflow History'].Workflow_Action = 10 THEN
				'Final Approved'
			END
		FROM 
			WF30100 AS ['Workflow History']
		INNER JOIN
			WFI10002 AS ['Workflow Master']
				ON
					['Workflow Master'].WorkflowInstanceID = ['Workflow History'].WorkflowInstanceID
		WHERE
			['Workflow Master'].Workflow_Type_Name = @WorkflowTypeName
		AND
			['Workflow Master'].WfBusObjKey = @WfBusObjKey
		ORDER BY
			['Workflow History'].DEX_ROW_ID DESC)
	,'Not Submitted')
END
GO

GRANT EXECUTE ON uf_AZRCRV_GetWorkflowApprovalStatus TO DYNGRP
GO

This view can be called from a SmartList created using either SmartList Designer, SmartList Builder, via a Reporting Services or Excel Report or any other type of report.

Fixing Reports Not Implemented Error After Upgrade

Microsoft Dynamics GPWe’ve been doing a number of upgrades recently and I encountered an old error when trying to deploy the SQL Server Reporting Services (SSRS) and Excel Reports through the Reporting Tools Setup window (Administration >> Setup >> System >> Reporting Tools).

This particular client is being upgraded from Microsoft Dynamics GP 2013 SP2 to 2016 R2.

The problem is that some of the companies are showing as Not implemented. The companies showing this way are the oldest; TEST2016… is actually the main company renamed for testing.

Reporting Tools Setup

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Hands On With Microsoft Dynamics GP 2016 R1: Create Company

Microsoft Dynamics GPIn the last couple of posts in this series, we have deployed the system database and Fabrikam sample database. In this post, I’m going to create a new company using GP Utilities.

Enter the user and password and click OK to log in:

Welcome to Microsoft Dynamics GP Utilities

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Hands On With Microsoft Dynamics GP 2016 R1: Deploy Sample Company

Microsoft Dynamics GPWith the system database deployed it is now time to deploy the sample company. This is done by launching GP Utilities.

Enter the user and password and click OK to log in:

Welcome to Microsoft Dynamics GP Utilities

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Hands On With Microsoft Dynamics GP 2016 R1: Deploy System Database

Microsoft Dynamics GPNow that we have the first client installed, we can deploy the system database. By default the system database is called DYNAMCIS, but i have chosen to use one called D16R1. To deploy the system database, hit the Windows start button, search for and launch GP Utilities.

While I do try to minimise the use of the sa account as it is the SQL Server system administrator account, the initial implementation of Dynamics GP does require its use. So, on the Welcome to Microsoft Dynamics GP Utilities window enter sa in the User ID field and enter the relevant password.

Once done, click OK:

Welcome to Microsoft Dynamics GP Utilities

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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: 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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Install SQL Server 2014: SSRS Installation

Microsoft Dynamics GPIn 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 previous post I covered the installation of SQL Server itself; in this post I’m going to cover the installation of SSRS. While it is possible to have SSRS installed and configured automatically when SQL Server is installed, but I have experienced problems with SSRS when doing this so I usually install it separately. You would also do a separate installation of SSRS if you had a reporting server where you were doing an install of SSRS.

To install SSRS launch the setup.exe on the installation media, click on Installation in the navigation pane and then click on New SQL Server stand-alone installation or add features to an existing installation:

SQL Server Installation Center

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