Checklist: Install the Reporting Services extensions and deploy reports

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To install the Microsoft SQL Server Reporting Services extensions and deploy reports, complete the tasks in the following checklist.

Task

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Complete the preinstallation tasks:

  1. Verify that you have the permissions that are required to install the Reporting Services extensions.

  2. Install prerequisites.

  3. Configure the Reporting Services instance.

Before you install the Reporting Services extensions

Install the Reporting Services extensions.

Install the Reporting Services extensions

Complete the Reporting Services integration. The directions vary, depending on whether you are running Reporting Services in native mode or SharePoint integrated mode.

Note

SharePoint integrated mode is supported if you are using Microsoft Dynamics AX 2012 R2 or later.

If you are running Reporting Services in native mode, complete the following procedures:

  1. Deploy the default reports that are included with Microsoft Dynamics AX, if you did not already deploy the reports when you installed the Reporting Services extensions.

  2. Assign users to the DynamicsAXBrowser role on the Report Manager site.

If you are running Reporting Services in SharePoint integrated mode, complete the following procedures:

  1. Create a document library to store reports.

  2. Deploy the default reports that are included with Microsoft Dynamics AX.

  3. Grant users permission to view reports in SharePoint.

Complete the Reporting Services integration