Configuring Enterprise Portal and Role Centers With SQL Server Reporting

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

2

CONFIGURING ENTERPRISE PORTAL AND ROLE CENTERS WITH SQL SERVER REPORTING
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

3

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 Where to locate procedure information
Install prerequisites on the report
server
Microsoft Dynamics AX 2009 Installation Guide > Install required
components > Reporting extensions
Configure Reporting Services Microsoft Dynamics AX 2009 Installation Guide > Install required
Update the Reporting Services
configuration file
Install the reporting extensions Microsoft Dynamics AX 2009 Installation Guide > Install required
Deploy reports Microsoft Dynamics AX 2009 Installation Guide > Install required
Register your Reporting Services
server
Help icon in the Microsoft Dynamics AX client > System and Application
Setup > Business intelligence and reporting setup > SQL Server
Reporting Services reports

4

Specify the default Reporting
Services server
Create report perspectives Help icon in the Microsoft Dynamics AX client > System and Application
Generate and publish report models Help icon in the Microsoft Dynamics AX client > System and Application
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.
Install prerequisites on the OLAP
server
components > Analysis extensions
Install Analysis Management
Objects on client computers
Install the analysis extensions Microsoft Dynamics AX 2009 Installation Guide > Install required
Configure Analysis Services Microsoft Dynamics AX 2009 Installation Guide > Install required
Configure the default cubes See the Configuring the Default OLAP Cubes whitepaper
Update cubes with exchange rate
information
Setup > Business intelligence and reporting setup > SQL Server Analysis
Services cubes
Process cubes Help icon in the Microsoft Dynamics AX client > System and Application
Services cubes
Configure proactive caching to
refresh cube data
Services cubes
Configure security settings for
cubes
Services cubes

5

Set up and configure Enterprise Portal and Role Centers
This checklist can help you set up and configure Enterprise Portal and Role Centers.
Install prerequisites for Enterprise
Portal and Role Centers
components > 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 Help icon in the Microsoft Dynamics AX client > Enterprise Portal
Administration
Configure Enterprise Portal security Help icon in the Microsoft Dynamics AX client > Enterprise Portal
Administration
Add the Enterprise Portal Web site
to the list of Trusted Sites in Microsoft
Internet Explorer on all Enterprise
Portal client computers
Internet Explorer > Tools > Internet Options > Security
Deploy ODC files Microsoft Dynamics AX 2009 Installation Guide > Install required
Deploy Role Centers
This checklist can help you deploy Role Centers.
Deploy Role Centers Help icon in the Microsoft Dynamics AX client > System and Application
Setup > System Setup > Setting up and maintaining Role Centers
Manage user profiles for Role
Centers
Manage Role Center Web Parts Help icon in the Microsoft Dynamics AX client > System and Application
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.

6


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