Tuesday, September 23, 2014

Ax 2012 Management reporter - Installation Check Points

1. Run setup.exe from AX 2012 CU7 installation folder, and select components "Management reporter" and "Management reporter report designer"

2. Enter the AOS server and port numbers (Normally 2712 and 8201) which the management reporter would connect to.

3.Enter the database server name and select the Ax 2012 database (Not model database)

4. Enter AOS service account and password. This account should have "sysadmin" role in the database server

5. Enter Management report service port, configuration database name and data mart database name.
    Note 1: Make sure the port would not be blocked by firewall
    Note 2: Make sure the database names are not existing in database server
    Note 3: Make sure the database server has enough space for these two new databases

6. (Important) Enter integration account and password, and then enter the AX user id linked to this integration account.
     Note 1: Integration account must has "sysadmin" role in the database server
     Note 2: Integration account mush has a Ax user id created. And the Ax user id must have roles of "System administrator" and "Security administrator"

7. After the installation, we should be able to see the services are created and one Ax data mart is connected.


Possible error: There is no company is imported.
Reason: No company in the AX has ledger setup.
Solution: Configure the ledger setting for AX company

Possible error: The integration account does not have permissions.
Reason: 1. Management reporter only allow 4 free accounts without license. 2. Ax user (linked to integration account) does not have "security administrator" role
Diagnostic: Look at the "securtyUser" table in Management reporter configuration database.

Solution: Load the license from management reporter client and make sure ax integration user has "security administrator" role


 



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