Saturday, August 8, 2015

Management Reporter Installation Checklist 2.0

I have noticed numerous SOLID blog posts, which walk through the installation steps for Management Reporter!  The Dynamics Community does not disappoint; the level of sharing and collaboration frankly astounds me. These blog posts include screen shots, and detailed instructions. 


Here is an especially good example, which includes links to other related topics Azure Curve How to Install Management Reporter Server

Management Reporter installation woes still seem to be the source of many posts on the community forums.  The reason, the DEVIL is in the DETAILS.

I originally posted the checklist below to address the numerous community posted related to Management Reporter Installation issues. I have since installed Management Reporter CU13 on SQL 2014 connected to Dynamics GP 2015 using my original checklist, and found a few wrinkles.

What follows is a revised and extended checklist.  

Make sure install user is BOTH a Domain and Machine Administrator
Add Server Role - Web Server to target server
Add Server Role - Application Server to target server
Enable .Net and ASP.Net (appropriate versions)
Enable IIS 6 Metabase Compatibility Feature for IIS 7 (and tools)
Enable WCF HTTP Activation (not to be confused with TCP/IP activation)
Disable User Account Control on target server
Reboot Machine - this is an optional step but should be done if issues occur
Run installation from a folder with short path-name (something just off root)
Run installation as Administrator (elevated privileges are necessary)
Do NOT select NT AUTHORITY accounts - use an Active Directory Account 
Ensure the user you have running the application pool has "log on as batch job" rights in the local security policy of the machine.
Remember to Register Management Reporter - default installation is Evaluation Copy, no reminder to register, until the trial period expires!
Set refresh cycle for Management Reporter to something better than every second
Set up ISO codes and currency access rights for Multicurrency in all companies
Set GL Integration flag in all companies
Deploy Management Report Integration in Report Settings 
Here are a few more links to related posts to get you through the final steps
Microsoft Knowledge Base Article 861642 - Currency Issues
Batch File to Restart Management Reporter Services
Enable Dynamics GP 2015 Management Reporter Integration
Change Management Reporter Refresh Cycle

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