Tutorial

Install Enterprise Portal – Part 2

Install Enterprise Portal – Part 2
Published in
September 2016

In the first part we installed Enterprise Portal on Dynamics AX and we should have it working, but there is more.

The Standard Role centre site uses reports and analysis services to show data. SSAS, if configured correctly, should work without issues. To be able to use reports in Enterprise Portal we need to install SSRS in SharePoint integrated mode.

Please find below the suggested steps to run in order to get reports working.

Pre-installation

Step 1

Install SharePoint or use existing installation – you will require Enterprise edition.

Step 2

Create web application for Enterprise Portal – I named it EPortalSSRS. Be sure you add this name to DNS and also use a unique port. I used 54345.

Creating Report site

Step 1

Open SharePoint Central Administration.

Step 2

In “Application management” select “Create site collections” option.

Step 3

Select site parameters:

  • Web application: select http://eportalssrs: 54345/
  • Title: AXReport
  • Web site address: http://eportalssrs: 54345/sites/AXReport:

Step 4

In template section:

  • In field “Select experience version” select 2013.
  • In “Select a template” go to “Enterprise” tab and select “Business Intelligence Center”
  • Fill “Primary Site Collection Administrator” field.
  • Field “Secondary Site Collection Administrator” is not required:

Step 5

Click OK.

Create Report service application

Step 1

Open SharePoint Central Administration.

Step 2

In “Application management” select “Manage service applications” option.

Step 3

From menu select “New” and “SQL Server Reposting Services Service Application”:

Step 4

Fill parameters for SQL Server Reporting Services Application. Be sure that Business Connect account has access to application pool:

Step 5

Click OK.

Create Reports document library

Step 1

Open http://eportal/sites/AXReport and click Libraries.

Step 2

Select “add an app”:

Step 3

Select “Document library” and write name “AX_EP_SSRS” and click “Create”.

Step 4

Library should be created:

Install Report server extension

Step 1

Start installation.

Step 2

Click Next.

Step 3

Select “Add or modify components” and click Next.

Step 4

From components list select “Reporting Services extensions” on popup window click OK and click Next:

Step 5

Be sure that on “Prerequisite Validation” tab there are no errors and click Next:

Step 6

Select business connector account and password and click Next.

Step 7

Select local instance of Microsoft SQL Server Reporting Services.

Step 8

Select SQL Server and Dynamics AX data database:

Step 9

Be sure that on “Prerequisite Validation” tab there are no errors and click Next:

Step 10

Click Install.

Step 11

After installation ends click Finish.

Configure reporting services in Dynamics AX

Step 1

In Microsoft Dynamics AX go to System administration -> Setup -> Business intelligence -> Reporting services -> Report servers.

Step 2

In Report servers form fill configuration fields:

Deploy reports to SSRS

Step 1

Run Microsoft Dynamics AX 2012 Management Shell as administrator.

Step 2

Run: Publish-AXReport –ReportName * -skipReportServerAdminCheck –ServicesAOSname <OASServerName> –ServicesAOSWSDLPort <AOS WSDL port>

Some possible issues and solutions with SSRS integration with Enterprise Portal

If you are not able to run reports from Enterprise Portal there are a few things you need to be wary of.

Step 1

How to configure SSRS database in Integrated mode:

Step 2

When deploying report got message: Publish-AXReport : The Dynamics AX permission set doesn't exist in the  \\<ServerName>\C$\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\WebServices\Reporting\rssrvpolicy.config file.

Step 3

Reports which use SSAS could not work correctly when deploying them together with all reports. They should work when deploying them separately one by one.

  • Run Dynamics AX 2012 Management Shell as administrator.
  • Run: Publish-AXReport –ReportName <Report name> -skipReportServerAdminCheck –ServicesAOSname <OASServerName> –ServicesAOSWSDLPort <AOS WSDL port>
  • Repeat a. and b. for each report you would like to use.
Written by
Michal Szemplinski

Microsoft Dynamics developer from July 2008. Comes from Tychy in Poland. Graduated at Silesian University of Technology as Computer Science Master.