Microsoft Dynamics AX 2009

Configuring Enterprise Portal and Role Centers with SQL Server Reporting
White Paper This document contains checklists and information to help administrators set up and configure Microsoft Dynamics AX 2009 Enterprise Portal and Role Centers with Microsoft SQL Server Reporting Services and Microsoft SQL Server Analysis Services.

Date: December 2008

Table of Contents
Introduction ................................................................................................ 3 Before you begin ......................................................................................... 3 Server configuration ................................................................................... 3 Set up and configure SQL Server Reporting Services .................................. 3 Set up and configure SQL Server Analysis Services ..................................... 4 Set up and configure Enterprise Portal and Role Centers ............................ 5 Deploy Role Centers .................................................................................... 5 About setting up and configuring Kerberos authentication ......................... 5

2 CONFIGURING ENTERPRISE PORTAL AND ROLE CENTERS WITH SQL SERVER REPORTING

Introduction
Microsoft Dynamics AX provides a set of Web modules giving you access to Microsoft Dynamics AX data and allowing you to participate in business processes by using Web-based Microsoft Dynamics AX forms. These Web modules are collectively called Enterprise Portal. Enterprise Portal is built on Microsoft Windows SharePoint Services or Microsoft Office SharePoint Server. Microsoft Dynamics AX administrators can configure Enterprise Portal to display a role-tailored home page called a Role Center. Role Centers provide overviews of information that pertains to users job functions in the business or organization, including work lists, activities, common links, and key business intelligence information, such as Microsoft SQL Server Reporting Services reports or Microsoft SQL Server Analysis Services reports. Before users can view SQL Server reports in Role Center pages, the administrator must perform a variety of setup and configuration tasks. This document provides checklists to help administrators understand which setup and configuration tasks need to be completed and where to view the procedures that describe how to complete each task.

Before you begin

Download the Microsoft Dynamics AX 2009 Installation Guide. This white paper references procedures contained in that guide.

Server configuration
You can set up and configure the following applications on a single server or multiple servers, depending on the needs of your business or organization. If you install SQL Reporting Services, SQL Analysis Services, and Enterprise Portal on a single server, you do not have to configure Kerberos authentication. (Kerberos authentication is discussed in the final section of this paper.) Regardless of the server configuration you choose, we recommend that you set up and configure SQL Server Reporting Services and/or SQL Server Analysis Services before you set up and configure the Enterprise Portal Web server.

Set up and configure SQL Server Reporting Services

This checklist can help you set up and configure SQL Server Reporting Services so that users can view Reporting Services reports in Enterprise Portal Role Center pages. Procedure
Install prerequisites on the report server Configure Reporting Services Update the Reporting Services configuration file Install the reporting extensions Deploy reports Register your Reporting Services server

Where to locate procedure information

Microsoft Dynamics AX 2009 Installation Guide > Install required components > Reporting extensions Microsoft Dynamics AX 2009 Installation Guide > Install required components > Reporting extensions Microsoft Dynamics AX 2009 Installation Guide > Install required components > Reporting extensions Microsoft Dynamics AX 2009 Installation Guide > Install required components > Reporting extensions Microsoft Dynamics AX 2009 Installation Guide > Install required components > Reporting extensions Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Reporting Services reports

3 CONFIGURING ENTERPRISE PORTAL AND ROLE CENTERS WITH SQL SERVER REPORTING

Procedure
Specify the default Reporting Services server Create report perspectives

Where to locate procedure information

Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Reporting Services reports Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Reporting Services reports Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Reporting Services reports Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Reporting Services reports

Generate and publish report models

Configure security settings for reports

Set up and configure SQL Server Analysis Services

This checklist can help you set up and configure SQL Server Analysis Services so that users can view Online Analytical Processing (OLAP) reports in Enterprise Portal Role Center pages. Procedure
Install prerequisites on the OLAP server Install Analysis Management Objects on client computers Install the analysis extensions Configure Analysis Services Configure the default cubes Update cubes with exchange rate information Process cubes

Where to locate procedure information

Microsoft Dynamics AX 2009 Installation Guide > Install required components > Analysis extensions Microsoft Dynamics AX 2009 Installation Guide > Install required components > Analysis extensions Microsoft Dynamics AX 2009 Installation Guide > Install required components > Analysis extensions Microsoft Dynamics AX 2009 Installation Guide > Install required components > Analysis extensions See the Configuring the Default OLAP Cubes whitepaper Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Analysis Services cubes Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Analysis Services cubes Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Analysis Services cubes Help icon in the Microsoft Dynamics AX client > System and Application Setup > Business intelligence and reporting setup > SQL Server Analysis Services cubes

Configure proactive caching to refresh cube data Configure security settings for cubes

4 CONFIGURING ENTERPRISE PORTAL AND ROLE CENTERS WITH SQL SERVER REPORTING

Set up and configure Enterprise Portal and Role Centers

This checklist can help you set up and configure Enterprise Portal and Role Centers. Procedure
Install prerequisites for Enterprise Portal and Role Centers Install Enterprise Portal and Role Centers on Windows SharePoint Services or Install Enterprise Portal and Role Centers on Office SharePoint Server Configure Enterprise Portal Configure Enterprise Portal security Add the Enterprise Portal Web site to the list of Trusted Sites in Microsoft Internet Explorer on all Enterprise Portal client computers Deploy ODC files Help icon in the Microsoft Dynamics AX client > Enterprise Portal Administration Help icon in the Microsoft Dynamics AX client > Enterprise Portal Administration Internet Explorer > Tools > Internet Options > Security

Where to locate procedure information

Microsoft Dynamics AX 2009 Installation Guide > Install required components > Enterprise Portal and Role Centers Microsoft Dynamics AX 2009 Installation Guide > Install required components > Enterprise Portal and Role Centers

Microsoft Dynamics AX 2009 Installation Guide > Install required components > Enterprise Portal and Role Centers

Deploy Role Centers

This checklist can help you deploy Role Centers. Procedure
Deploy Role Centers Manage user profiles for Role Centers Manage Role Center Web Parts

Where to locate procedure information

Help icon in the Microsoft Dynamics AX client > System and Application Setup > System Setup > Setting up and maintaining Role Centers Help icon in the Microsoft Dynamics AX client > System and Application Setup > System Setup > Setting up and maintaining Role Centers Help icon in the Microsoft Dynamics AX client > System and Application Setup > System Setup > Setting up and maintaining Role Centers

About setting up and configuring Kerberos authentication

Kerberos is a network authentication protocol. The Kerberos protocol forces a client and server to verify each other's identity. Kerberos authentication must be used in Microsoft Dynamics AX environments where Enterprise Portal is installed on a server other than the server running Reporting Services and/or Analysis Services. For more information about setting up and configuring Kerberos authentication, see the Configure Kerberos Authentication with Microsoft Dynamics AX Enterprise Portal white paper. This white paper is available on PartnerSource and on the Using Microsoft Dynamics AX 2009 Web site.

5 CONFIGURING ENTERPRISE PORTAL AND ROLE CENTERS WITH SQL SERVER REPORTING

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6 CONFIGURING ENTERPRISE PORTAL AND ROLE CENTERS WITH SQL SERVER REPORTING