If you use Dynamics AX 2012 R3, Management Reporter is included from the beginning. It is simply a feature you add from the install application. Prior to AX 2012 R2 you will need to download the install from Microsoft and install it. This is a short description on how to install Management Reporter and integrate it into AX 2012 R2.
My server Environment consists of one SQL server called SQL1, one AOS server called AOS1, one Management Reporter Server called MR1
I start by installing SQL locally on the MR1. The features installed are:
Then next thing is to install Management Reporter. This is a simple Next, Next, Finish install and when it is done you start the Configuration Console to do the actual work. The first thing to do is to select the AX 2012 Data Mart integration.
Now start the hard stuff… I will try to explaing the values as good as possible and also where it is easy to go wrong
- This is a Service account used to run Management Reporter. It needs to be a user in the AOS instance you want to connect to and it needs the role System Administrator
- This is the database server where Management Reporter keeps its own databases. In this case it is locally on the MR server.
- To create the databases on the MR server we use Windows authentication which is the account you are currently logged in as
- The name of the Management Reporter database
- This is an encryption key Management Reporter uses to encrypt information stored in its database
- This user is added to the Management Reporter as an admin
- This is the port which Management Reporter Client will use to connect to the Management Reporter Server
- This is the port used to connect to the AOS server instance. Note that if you have more than one instance on the same server this will be different for all instances. You can find port information for each instance in Microsoft Dynamics Ax Server Configuration Utility (Image below). In my case this is the third instance and the ports are 8203 and 2714.
- This is the AOS server (Note: NOT the instance name)
- See 8
- This is the database server where the AX database is located.
- This is the AX database name. Note that the service account will need atleast db_reader access to both the AX database and to the AX model database
- This is the database where the AX Data mart is stored. In my case this is located in the MR Server