System

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Requirements

To find a complete list of system requirements across all the Signature modules, refer to the Signature System Requirements document found on the Product Download page on Signature Resources. https://portal.key2act.com/customer-portal/downloads

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Certain IIS features must be installed before you can enable SQL Server Reporting Services to be installed with SQL Server. For SQL Server 2012 or later, select all the System Requirements, as well as the additional features below. Choose Select Start > Administrative Tools > Server Manager > Roles > Add Roles, and choose the Web Server (IIS)role to configure.

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1. Launch the file Microsoft.Dynamics.GP.BusinessIntelligence.SRSDeployment.exe
2. On the Welcome Screen, choose Next >.
3. Enter the Microsoft Dynamics GP Server name and instance. For example, if the server name is Fred and the instance Fred1, you would enter Fred\Fred1.
4. Enter your server User Name and Password, then choose Next >.
5. Select the company database for which to enable reports, for example, TWO. In addition, select the Microsoft Dynamics GP products to enable reports for, by marking the appropriate checkboxes. Mark Select All to select ALL products. Choose Select Next >.
6. Enter the Target Server URL as http://MyMachineName/ReportServerName_ where _MyMachine is your machine name and MyReportServerName is the name of the report server given when you installed SQL Reporting Services. To determine the name of the report server, choose Start > All Programs > Microsoft SQL> Configuration Tools > Reporting Services Configuration. Connect to your server and choose Web Service URL. The Virtual Directory field contains the name of the report server. When you are ready to deploy reports, choose Finish.
7. When processing is complete, if you want to deploy reports for another company, mark the checkbox and choose OK to start the wizard again. If you are finished deploying reports, leave the checkbox unmarked and choose OK.

Step 3: Define the location of SSRS reports server and Report Manager

1. Choose Select Microsoft Dynamics GP > Tools > Setup > System > Reporting Tools Setup. The Reporting Tools Setup window opens.
2. Complete the following fields on the Reporting Services tab:
   • SQL Server Mode
     Select Native mode. Signature SSRS reports do not currently support SharePoint Integrated mode.
   • Report Server URL
     This is the location of the reporting server site that hosts the web service. You specified this location when you installed SQL Server Reporting Services. Enter: http://MyMachine/MyReportServerNamewhere MyMachine is your machine name and MyReportServerName is the name of the report server given when you installed SQL Reporting Services. To determine the name of the report server, choose Start > All Programs > Microsoft SQL> Configuration Tools > Reporting Services Configuration. Connect to your server and choose Web Service URL. The Virtual Directory field contains the name of the report server. The instructions for finding the report manager URL may vary depending on which version of SQL Server you are running.
   • Report Manager URL
     Enter the Web location where the Report Manager is accessed. Enter: http://MyMachine/MyReportsFolder where MyMachine is your machine name and MyReportsFolder is name of the virtual directory of the Report Manager. To determine the name of the report server, choose Start > All Programs > Microsoft SQL> Configuration Tools > Reporting Services Configuration. Connect to your server and choose Report Manager URL. The Virtual Directory field contains the name of the report server. The instructions for finding the report manager URL may vary depending on which version of SQL Server you are running.
3. When you are finished, choose OK to save the Reporting Tools Setup window.

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Setting up Signature Reports

Complete the following steps to enable the use of Signature SSRS reports.

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Before you begin, determine the name of your SQL report server, which was set up when SQL Server Reporting Services was installed. Choose Select Start > All Programs > Microsoft SQL> Configuration Tools > Reporting Services Configuration. Connect to your server and choose Web Service URL. The Virtual Directory field contains the name of the report server; write down this name, as you must enter it in the steps that follow.

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1. Enter the Microsoft Dynamics GP Server name and instance. For example, if the server name is Fred and the instance Fred1, you would enter Fred\Fred1.
2. Enter your server User Name and Password, then choose Next >.
3. Select the company database for which to enable reports, for example, TWO. You must run the wizard multiple times if you wish to deploy SRS reports for multiple companies.
4. Enter the Report server URL. This is the location of the reporting server site that hosts the web service. You specified this location when you installed SQL Server Reporting Services. Enter: http://MyMachine/MyReportServerName where MyMachine is your machine name and MyReportServerName is the name of the report server given when you installed SQL Reporting Services.
5. Enter the Dynamics/Signature Directory. This is the directory where Microsoft Dynamics GP and Signature are installed.
6. Choose Select Next >.

7. All SSRS report folders found in the Dynamics/Signature directory appear on the next wizard screen. Unmark the checkbox next to any folder, or expand a folder and unmark the checkbox next to any report, that you do not want to deploy. 

   To use KPI reports and report templates, you must be running SQL Server Reporting Services 2008 R2 or later. Additionally, you must have SQL 2008 R2 Business Intelligence Studio installed to deploy the Signature Template Pivot report template.

8. Choose Select Deploy. It will take a few moments to deploy the reports. A message appears when the deployment is successful. Choose Select OK. The Signature SQL Reporting Wizard starts over again. You can either deploy reports for an additional company database by choosing Next, or you can exit the wizard by choosing Cancel.

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