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Install Management Reporter for Microsoft Dynamics AX [AX 2012]

Updated: October 23, 2013

Applies To: Microsoft Dynamics AX 2012 R2

This topic describes how to install Management Reporter for Microsoft Dynamics ERP by using the Microsoft Dynamics AX Setup wizard. Management Reporter is a financial reporting tool that is used to create, distribute, and analyze financial statements. For more information about Management Reporter, see the Management Reporter page on CustomerSource (logon is required).

NoteNote

Management Reporter is available through the Microsoft Dynamics AX Setup wizard starting with cumulative update 7 for Microsoft Dynamics AX 2012 R2 (CU 7). For an existing installation of Microsoft Dynamics AX 2012 R2, you must update to CU 7, slipstream CU 7, and then run Setup. For a new installation, you can just slipstream CU 7. For information about how to update, see Apply updates and hotfixes. For information about how to slipstream, see Include cumulative updates and customizations in a new installation (slipstreaming).

If you’re not using cumulative update 7 or later for Microsoft Dynamics AX 2012 R2, you can use the stand-alone installation for Management Reporter. Download and run the installation package that is available on CustomerSource. For information about how to run the stand-alone installation, see the Management Reporter Installation Guide (PDF).

When you install Management Reporter, Microsoft SQL Server change tracking is enabled on the Microsoft Dynamics AX business database.

  • Create the service account that will be used to run the Windows service for Management Reporter. Additionally, create or select the account that will be used to integrate data between Microsoft Dynamics AX and Management Reporter. For more information about the requirements for these accounts, see Create service accounts.

  • On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites.

    For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Use this procedure to install Management Reporter. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing.

  1. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components.

  2. Advance through the first wizard pages.

  3. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install.

  4. On the Select installation type page, click Custom installation, and then click Next.

  5. On the Select components page, select Management Reporter, and then click Next.

  6. On the Connect Management Reporter to an AOS instance page, enter the name, TCP/IP port, and services endpoint port of the instance of Microsoft Dynamics AX Application Object Server (AOS) to use together with Management Reporter. By default, AOS uses port 2712 for TCP/IP communication and port 8201 for the services endpoint.

    Click Next.

  7. On the Connect Management Reporter to a database page, select the server name and database where Microsoft Dynamics AX transaction data is located. Reporting will be enabled for the database that you select. The Management Reporter database will also be created on the selected server.

    Click Next.

  8. On the Select a service account page, enter the account to run the Management Reporter Windows service, and then click Next.

  9. On the Configure Management Reporter page, enter the following information:

    • The port number that the Management Reporter application server uses for communication. By default, the application server uses port 4712.

    • The name of the Management Reporter database.

    • The name of the data mart database.

    Click Next.

  10. On the Configure an integration user page, enter information about the user account that is used to integrate data between Management Reporter and Microsoft Dynamics AX. If the user does not already exist in Microsoft Dynamics AX, select Create new account. The user will be added, and the Microsoft Dynamics AX user ID will be AxIntUsr. If the user already exists in Microsoft Dynamics AX, select Use existing account, and enter a user ID. Click Next.

  11. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

  12. On the Ready to install page, click Install.

  13. After the installation is completed, click Finish to close the wizard.

After installation, you must open the Report Designer client and enter registration keys. After you have entered registration keys, additional configuration might be required before you can add report viewers or users. For information about how to configure Management Reporter, see the Management Reporter Installation Guide (PDF).

Management Reporter is available to Microsoft Dynamics AX users based on role membership in Microsoft Dynamics AX. For information about how Management Reporter integrates with Microsoft Dynamics AX, see the Management Reporter Integration Guide for Microsoft Dynamics AX (PDF).

For information about how to use Management Reporter, see the Management Reporter technical library on TechNet.

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