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Microsoft Dynamics AX (Archived)

Export to Excel opening on RDS

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Our users are connected to AX through an RDS server and when exporting to excel the excel file is opening on the RDS server rather than the local machine. The client session option is selected in the AX options and the remote desktop services integration tool has been installed on the local computers. Any idea how to force the client to open on local computer? I users would like to save the files to their local desktop rather than a network location.

Thanks!

Ben

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  • André Arnaud de Calavon Profile Picture
    299,576 Super User 2025 Season 2 on at
    RE: Export to Excel opening on RDS

    Hi Ben,

    Is this person opening AX on the terminal server (opened AX on a remote desktop connection), or is the AX client published as remote app. In the first scenario it will try to open Excel on the server. The second scenario should work.

  • Community Member Profile Picture
    on at
    RE: Export to Excel opening on RDS

    AX was published as a remote app on the RDS server and the shortcuts were placed in a network location and then pushed out to users desktops.

  • Community Member Profile Picture
    on at
    RE: Export to Excel opening on RDS

    Note it does work correctly when I am using AX just not for end users. Not sure if there are issues with security either in AX or being an Admin on the local computers.

  • JanineAX Profile Picture
    60 on at
    RE: Export to Excel opening on RDS

    Hi there,

    Copy the address of a local folder and paste this into address tab when they want to save the exported file.

    You can then drag and drop the link from the relevant folder from your network up to just below the Remote Desktop link so that you can create a direct link to your network.

    Does that make sense?

  • Community Member Profile Picture
    on at
    RE: Export to Excel opening on RDS

    Yes that makes sense... but we would like it to open locally rather than on the server. They already have the work around of saving on a network location

  • Mariano Gracia Profile Picture
    on at
    RE: Export to Excel opening on RDS

    Did you install office components?, there is one called something like "remote desktop integration service" what does exactly what you are looking for. Each time you press Ctrl+T it opens your local machine Excel rather than rdp server excel

  • Community Member Profile Picture
    on at
    RE: Export to Excel opening on RDS

    The remote desktop integration service is installed and has been reinstalled on several machines

  • Suggested answer
    Douglas Noel Profile Picture
    3,905 on at
    RE: Export to Excel opening on RDS

    Hey Ben,

    on the client side (the rdp client you have only to install the remote desktop services integration too), nothing else thats right.

    This will install a RDP User Virtual Channel Extensionl which is used by Dynamics Ax.

    So everything is OK.

    The Ax client (running on the RDP server) will check this virtual channel counterpart on startup. If this is available (installed) and the current user has the right to use own virtualk channel extension, the export to client goes over this virtual channel.

    If not (not installed or no right) the export to client will be 'degraded' to an server export.

    But this seems to be a security problem.

    look here technet.microsoft.com/.../cc753032.aspx

    The usage of such Virtual Channel extension is only allowed in the predifined permission group FullControl.

    If you're in the Adminstrator Group you have RDP Permission Set Full Control.

    The other two predefined groups are User Access ans Guest Access

    The predefined Standard Windows BuiltIn Group Remote Desktop Users  only has assigned the UserAccess und GuestAccess Permissions. These do not contains the usage of virtual channels right.

    The easiest way would be to add the Special permission 'virtual channel ' for the RemoteDesktop User Group. Or, if you have already defined a special group for these AxUsers, modify this group instead.

    ->Goto Remote Desktop Session Host Configuration. on the RDP Server

    -> RDP-TCP/Properties/Security

    You will see that standard RemoreDesktop Users group has only User and Guest Permissions set.

    Now Add thespecial permission Virtual Channel

    This should work.

    regards

    Douglas

  • Community Member Profile Picture
    on at
    RE: Export to Excel opening on RDS

    Douglas thanks for the help! That sounds like it is the issue. Any insight on how to change this security on server 2012 R2? Looks like the Remote desktop Session Host configuration is not available in 2012.

    Thanks!

  • Douglas Noel Profile Picture
    3,905 on at
    RE: Export to Excel opening on RDS

    Sorry Ben,

    there are a lot of changes with the whole RDP stuff in 2012 OS.

    I've no idea at the moment.

    Maybe you can post your results if you find out something.

    regrads

    Douglas

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