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Install the Reporting Services extensions

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this procedure to install the Microsoft SQL Server Reporting Services extensions. You must complete this procedure on the computer that is running Reporting Services.

This procedure assumes that you are installing the Reporting Services extensions on a dedicated server where no other Microsoft Dynamics AX components are installed. If you are installing other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing.

  1. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components.

  2. Advance through the initial wizard pages.

  3. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install.

  4. If you’re installing AX 2012 R3, in the Select an installation option page, click Microsoft Dynamics AX.

  5. On the Select installation type page, select Custom installation. Click Next.

  6. On the Select components page, follow these steps:

    1. Select the Reporting Services extensions check box.

      When you select the option to install the Reporting Services extensions, the management utilities are automatically selected for installation, also.

    2. A message is displayed that states that you must complete the code upgrade checklist if you are upgrading. Click OK.

    3. Click Next.

  7. On the Prerequisite Validation page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

  8. On the Select a file location page, select the location in which to install 32-bit versions of Microsoft Dynamics AX files, and then click Next.

  9. On the Specify a location for configuration settings page, specify whether you want the Reporting Services extensions to access configuration information from the registry on the local computer or from a shared configuration file. If you select to use a shared configuration file, you must enter the network location of the file. Click Next.

  10. On the Connect to an AOS instance page, enter the name of the computer that is running the Application Object Server (AOS) instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next.

    Note

    You can connect to an AOS instance that is part of an AOS cluster. However, do not connect to an AOS instance that serves as the dedicated load balancer for a cluster. For more information about how to integrate Reporting Services with an AOS scale-out deployment, see Planning for reporting in Microsoft Dynamics AX.

  11. On the Specify Business Connector proxy account information page, enter the password for the proxy account that is used by Business Connector. Click Next.

  12. On the Specify a Reporting Services instance page, complete the action listed in the following table.

    Field

    Action you should take

    Notes

    Instance name

    Select the name of the Reporting Services instance.

    If you are using Reporting Services 2012 or 2014 in SharePoint integrated mode, select @Sharepoint.

    SharePoint integrated mode is supported if you are using Microsoft Dynamics AX 2012 R2 or later.

    Site URL

    Select the URL of the SharePoint site that has been integrated with Reporting Services.

    This field is displayed only when Reporting Services 2012 or 2014 is running in SharePoint integrated mode.

    Deploy reports

    Select the check box to deploy the default reports that are included with Microsoft Dynamics AX.

    If you do not deploy the reports now, you can deploy them later by using Windows PowerShell commands. For more information, see Deploy the default reports.

    This check box is displayed only when Reporting Services is running in native mode.

    If Reporting Services is running in SharePoint integrated mode, you must deploy the reports after you complete this wizard. Deploy the reports by using Windows PowerShell commands. For more information, see Deploy the default reports.

    Click Next.

  13. On the Prerequisite Validation page, resolve any errors. When no errors remain, click Next.

  14. On the Ready to install page, click Install.

    If you selected to deploy the reports in step 11, a Windows PowerShell window is displayed. This window shows the progress of the deployment, which may take several minutes. Do not close this window. When the reports are deployed, the window closes automatically.

  15. Click Finish to close the Setup wizard.

    If you selected to deploy the reports in step 11, you can close the Setup wizard before the reports have finished being deployed. The deployment of the reports is not affected.

  16. The Microsoft Dynamics AX 2012 Setup Summary Report is displayed. This report lists additional procedures that you must complete to integrate Microsoft Dynamics AX and Reporting Services. For more information about the procedures, see Complete the Reporting Services integration.