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Microsoft Dynamics GP (Archived)

AD Access to Management Reporter 2012

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Posted on by Jim Lines 2

Greetings,
I know that there are several posts out there regarding user security setup in Management Reporter and I am sure I've read them all and am still confused.  I've inherited the administration of MR and am beginning to think that the login security was set up wrong.  I take the normal advised steps by adding the user's AD account in the security setup, however, the users are still getting prompted for GP passwords. 

How do I make sure that our system is set up to only look at the AD account.  From what I gathered, it seems that I have to do this through the MR 2012 Configuration Console, but am having a hard time getting clear instructions on how to verify and/or change the settings.

Below is what I see when trying to switch the default company in RM (box grayed out). Which has led me to believe it was set up incorrectly. 

2015_2D00_07_2D00_29_5F00_12_2D00_18_2D00_17.jpg

Any guidance is helpful.  Thanks in advance!

*This post is locked for comments

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: AD Access to Management Reporter 2012

    That's the point that I was about to mention, I have read once in one of the MR manuals that the legacy deployment will be retired, and the data mart will be the only option.

    Therefore, moving to data mart deployment shall definitely be your ultimate goal as mentioned by Trenton. Until that time, I hope that we wont see any "missing values" issues with the data mart integration.

    Please never hesitate to share any further inquiries,

  • Trenton Profile Picture
    Trenton on at
    RE: AD Access to Management Reporter 2012

    As long as the reports are generating ok you should be fine at this point.  I would recommend looking into updating from Legacy to DataMart at some point as the Legacy integration will not continue at some point.

  • Jim Lines Profile Picture
    Jim Lines 2 on at
    RE: AD Access to Management Reporter 2012

    Trenton,

    Thank you.  I had an inclination that the issue was related to the Legacy GP Integration.  Is it possible to change this or better to leave it as is?  It's not been a problem up until now when I started adding some new users recently.  

    Now I understand the difference between the Legacy and Datamart security.  Thanks!

    Jim

  • Suggested answer
    Trenton Profile Picture
    Trenton on at
    RE: AD Access to Management Reporter 2012

    Hi Jim,

    This screenshot is telling me that MR is configured with a Legacy GP Integration. GP user ID's and passwords are required to login to each of the companies. Saving the credentials will allow the user to not have to enter there credentials each time but can cause errors when there GP password is updated.

    A MR DataMart integration does not require the GP Credentials to be entered. Going forward the DataMart integration will be the main integration and the Legacy integration will be deprecated at some point. 

    MR requires an AD account to validate the user MR security for report library and building block access.

    Regards,

  • Jim Lines Profile Picture
    Jim Lines 2 on at
    RE: AD Access to Management Reporter 2012

    Thanks Mahmoud.  So this is normal behavior when installing and setting up MR? The user will always get prompted unless they save credentials?  What about if the user is not an GP users?  I guess that's the case where I would save the SA credentials?  It sounds like I'll need to shadow the users upon first login to enter and save the credentials?  

    Thanks!

    Jim

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: AD Access to Management Reporter 2012

    Hello Jim

    This is required when initially setting MR, in order to get connected to the database. They can use their Dynamics GP user name and password.

    I find no harm in using the sa and save the credentials so that this window won't pop up again.

    Your feedback is highly appreciated,

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