Installing Reporting Services, Analysis Services and Enterprise Portal for AX 2009
Good afternoon,
I've just written up a quick guide on installing Reporting services for AX 2009 for a development box. Here is the gist of the text:
Before installing AX 2009
Setup a Windows Server 2003 SP2 box
Install .NET Framework 3.5 (as well as 3.0 and 2.0)
Install Visual Studio 2008 Professional Edition (Web and C#)
Install the IIS role
Install Microsoft SQL Server 2005 SP2 (or later) and the following components:
- Database engine
- Reporting Services (Note that it is preferable to install the Database engine at the same time as the Reporting Service so as to automatically get the default reporting configuration.)
- Analysis Services
- Workstation components (SQL Management Studio)
Open the Reporting Services Configuration (Start/Microsoft SQL Server 2005/Configuration Tools) to make sure everything was properly configured with default values. If configuration checks out, skip the following section.
Reporting Services Configuration
The goal is to use the default configuration values, so basically just follow the check list for items that aren't green.
Report Server Virtual Directory
- Name: ‘ReportServer'
- Website: ‘Default Web Site'
Report Manager Virtual Directory
- Name: ‘Reports'
- Website: ‘Default Web Site'
Windows Service Identity
- Service name: ‘ReportServer'
- Service account: ‘LocalSystem'
Web Service Identity
- ASP .NET Service Account: ‘bcproxy' (your proxy user)
- Report Server application pool: ‘AxReportServer'
- Report Manager application pool: ‘ReportServer'
Database setup
- Server name: ‘YourMachine'
- Database name: ‘ReportServer'
- Server mode: ‘Native'
- Credentials Type: ‘Service Credentials'
Verify that Server Status and Initialisation are green
Note that Sharepoint integration is not supported for AX2009
Installing AX 2009 Components
Install AX 2009 core components
Complete AX setup checklist
Install the following roles:
- Role Centers and Enterprise Portal
- Reporting extensions
- Analysis extensions
- Enterprise Portal developer tools
- Reporting tools
When prompted, provide the path to the Sharepoint Services 3.0 installer and the ‘bcproxy' credentials.
Finalizing Setup
Connect to the ‘Dynamics AX' OLAP database using SQL Management Studio (connect by changing the Server type to 'Analysis Services' at on prompt) to confirm that Dynamics AX out-of-the-box OLAP database was correctly created. (script found in ‘/support/Analysis Services/Scripts/DynamicsAX.xmla' should have been run by the AX 2009 when installing the Analysis Services integration)
Open up IIS to validate that the Default Web Site is started, note the port (8080 for me) and that it contains folders ‘Reports' and ‘ReportServer'.
In AX 2009, under ‘Administration/Setup/Business analysis/Reporting Services/Reporting Servers' make sure that the webservice URL and port point to ‘http://MyMachine:8080/ReportServer' and ‘http://MyMachine:8080/Reports'
Deploy all AX 2009 SSRS reports using Start/All Programs/Microsoft Dynamics AX 2009/Microsoft Dynamics AX 2009 Report Deployment.
Confirm deployment by opening 'http://MyMachine:8080/Reports/' in IE. You should see a Dynamics folder and in it you should see a ‘SharedLibrary.DynamicsAXOLAP' datasource, as well as a bunch of deployed reports.
In AX 2009, under ‘Administration/Setup/Business analysis/OLAP/OLAP Administration' select your OLAP server on the first tab, you OLAP database on the second tab, check 'Update BI Data' on the Advanced tab and click on ‘Update Database'. Then click ‘Setup Exchange Rates'.
Now connect to the OLAP database using SQL Management Studio and process the complete Database.
Common issues
A bad <URLRoot> parameter in the rsreportserver.config file will cause AX report deployment to fail. See http://gatesasbait.spaces.live.com/blog/cns!D7481095C2C4B9F5!239.entry.
That's it! Hopefully you'll get a flawless installation.