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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

Before you begin

Before deploying the latest Signature reports, you must have SSRS reports set up. This setup requires the following steps:

Step 1: Install SQL Server Reporting Services

SQL Server Reporting Services is part of the Microsoft SQL Server installation pack. You must download and install this to be able to use SSRS reports in Microsoft Dynamics GP and Signature. Refer to the Microsoft SQL Server documentation for information on installing SQL Reporting Services.

Step 2

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If you have not done so already, you must run the Microsoft SQL Server Reporting Services wizard to enable access to SSRS reports within Microsoft Dynamics GP.

1. Launch the file Microsoft.Dynamics.GP.BusinessIntelligence.SRSDeployment.exe
2. On the Welcome Screen, select 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 select 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. 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, select Start > All Programs > Microsoft SQL> Configuration Tools > Reporting Services Configuration. Connect to your server and select Web Service URL. The Virtual Directory field contains the name of the report server. When you are ready to deploy reports, select Finish.
7. When processing is complete, if you want to deploy reports for another company, mark the checkbox and select OK to start the wizard again. If you are finished deploying reports, leave the checkbox unmarked and select OK.

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: Define the location of SSRS reports server and Report Manager

1. 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, select Start > All Programs > Microsoft SQL> Configuration Tools > Reporting Services Configuration. Connect to your server and select 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, select Start > All Programs > Microsoft SQL> Configuration Tools > Reporting Services Configuration. Connect to your server and select 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, select OK to save the Reporting Tools Setup window.

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To start the Signature SQL Reporting Wizard, navigate to your Microsoft Dynamics GP install directory, then open the Signature\SRS Reports folder and launch the file Signature.Dynamics.GP.BusinessIntelligence.SRSDeploymentSRSReportDeploymentWizard.exe.

You can also run this wizard from the following locations within Microsoft Dynamics GP:

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You can customize the company logo that appears on some of your customer-facing reports, for example, invoices.
For each of the reports that displays a logo, the .rdl file points to the subfolder Signature Images and the file Company Logo. The default logo is a transparent image that appears on the reports as blank.

If you want your own company logo to appear on the reports, you can replace this image; however DO NOT delete the default logo unless you are replacing it. If the .rdl cannot locate Signature Images\Company Logo, the logo appears on the report as a missing image.

1. In Report Manager, locate the company where reports are deployed, and open the folder Signature Images.
2. Rename or delete the default Company Logo file by choosing Show Details, then Edit or Delete.
3. Return to the Signature Images folder and select Upload File. Before uploading, change the name of your new logo to Company Logo (no file extension), then select OK.
      
   

Step 3: Set up Signature SRS reports to print from GP

To set up Signature SSRS reports to print from the appropriate window in the GP application, you must replace the provided Dexterity reports with the corresponding Signature SSRS reports. This requires that you either manually populate the WSRepts table with the pathname to the replacement report, or run the stored procedure WS_SetReplacementReportsForSRS, which populates all applicable Signature SSRS report pathnames into the table.

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