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Microsoft Dynamics GP 2010 Reporting

Microsoft Dynamics GP 2010 Reporting

Create and manage business reports with Dynamics GP  

Pre-installation checklist

Before proceeding with our installation of the Analysis Cubes, we need to review our Pre-installation checklist.

  • Review system requirements for server components – This includes determining which of the deployment configurations we will be using in our environment.
  • Review security requirements for installing and configuring the server components:
    • To install and configure the server components, the Windows user account must be in the Windows groups in the following chart, as described in the latest Analysis Cubes for Excel manual:
      Server ComputerWindows GroupsMicrosoft Dynamics GP Server ComputerAdministratorsSQL Server Computer for Microsoft Dynamics GP Company DatabasesAll versions of SQL Server: Administrators
      SQL Server 2005: SQLServer2005MSSQLUser
      SQL Server 2008: SQLServerMSSQLUserData Warehouse Database Server Computer (with Integration Services Installed)All versions of SQL Server: Administrators
      SQL Server 2005: SqlServer2005MSSQLUser; SQLServer2005DTSUser
      SQL Server 2008: SQLServerMSSQLUser; SQLServerDTSUserSQL Server Analysis Services ComputerAll versions of SQL Server: Administrators
      SQL Server 2005: SQLServer2005MSOLAPUser
      SQL Server 2008: SQLServerMSOLAPUser
    • Dynamics GP server must be given access to read and write data on the data warehouse database server if it is a different physical machine.
  • Gather information required for configuring the server components:
    • The Dynamics GP company databases that will be used to populate the data warehouse database
    • The name that will be used for the data warehouse database
    • The SQL server name or instance name that the data warehouse database will reside on
    • The locations of the data and log files for the SQL server instance
    • The SQL Server Integration Services packages to install
    • Whether to populate the warehouse database with detailed General Ledger transaction information for various modules or to use summary information
    • Determine whether to populate each cube with all transactions or to enter an earliest date to import from the company databases
    • Determine whether to include multicurrency information and if so, which reporting currency and exchange rate table to use for each company
    • Define a password for the Dynamics User SQL Server login account that will be used by the company databases to access the data warehouse database using SQL Server Authentication

Installing the Server Configuration Wizard

Now that we have ensured we have met all system requirements and obtained the necessary security permissions to perform the installation, we can proceed with installing the Server Configuration Wizard. The installation can be started from the Dynamics GP 2010 Installation Media or by downloading the Analysis Cubes Installer package from either the PartnerSource or CustomerSource portals.

Be sure that when downloading the package from these sites, you download the correct file whether you are on Dynamics GP 2010 RTM or Service Pack 1.

To install the Server Configuration Wizard, follow these steps:

  1. Locate the Microsoft_DynamicsGP11_AnalysisCubesServer_x86.msi file you downloaded and double-click the file to open the Dynamics GP Server Setup Wizard.

    Microsoft Dynamics GP 2010 Reporting

  2. Click Next to proceed.
  3. On the License Agreement window, select the I Agree radio button and click Next.

    Microsoft Dynamics GP 2010 Reporting

  4. Enter the path for the destination folder to install the server configuration wizard program to. The default path is C:Program FilesMicrosoft DynamicsAnalysis Cubes for Microsoft Dynamics GP Server. Click Next.
  5. Click Next to complete the installation.
  6. Click Close to close the wizard.

Using the Server Configuration Wizard to deploy the cubes

Once we have installed the Server Configuration Wizard, we need to run the wizard to actually deploy the cubes. During the configuration wizard installation process, two files, named Microsoft.Dynamics.GP.AnalysisCubes.ConfigurationWizard2005.exe and Microsoft.Dynamics.GP.AnalysisCubes.ConfigurationWizard2008.exe are extracted to the destination folder. Shortcuts to these files, named Analysis Cubes Configuration Wizard for SQL Server 2005 and Analysis Cubes Configuration Wizard for SQL Server 2008 also are created on the desktop.

To use the Server Configuration Wizard to Deploy the Cubes, follow these steps:

  1. Browse to the folder location where the Server Configuration Wizard was installed, or run the Analysis Cubes Configuration Wizard from the desktop.

    (Move the mouse over the image to enlarge.)

  2. On the Data Warehouse Setup window, enter the values for the fields based on the information you gathered in the Pre-Installation checklist section.

  3. On the Microsoft Dynamics GP database selection window, enter your Dynamics GP server name and select each company database(s) that will be included in the Data Warehouse and click Next.

  4. On the Analysis Cubes Integration Setup window, select the modules to include in the data warehouse and whether to import transactions in detail or in summary. A cutoff date can also be selected to limit transactions that are loaded. Click Next.


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