MR installation on Ax 2012 R3 Server and Clients. (Complete steps with solutions to possible issues)

Hi Guys,
               I was doing installation of MR on our Live server and some of the clients. Although there is lot of material available it sometimes becomes difficult to seach as for every issue I needed to refer a new blog so I decided to put all thimgs together in this post. Also I will share the issues that I faced and there solutions.

Firstly I decided to install it on our live server. (Installation on Live server does not affect any current functionalities) so to perform the same the best blog is :

http://yetanotherdynamicsaxblog.blogspot.in/2013/12/installation-of-management-reporter.html

This blog clearly expalains installation on server and client.

  Only thing I want to highlight is the same media file that we use for installation on Ax 2012 R3 Server is used to install MR Client on the Ax 2012 R3 client. Just the change is while selecting the component on AX 2012R3 Client we need to just tick mark "Management Reporter Report Designer"  as shown in following screen shot and MR Client will be installed on AX 2012R3 client machine:

Now after installation of MR client on the client machine you might encounter following error when you try to start MR on AX 2012R3 Client machine:

Now this Error arises because you need to add Ax 2012 R3 Client machine to Ax 2012 R3 server with specific roles and privileges. Let us try and undestand what exactly this means.

   Firstly license need to be uploaded in MR in the server under the following path :

Ø  MR > Tools tab > Registration > add license on registration form.

This is because MR comes with limited users, and what I have observed is if you don't upload the license then MR automatically and randomly selects any 4 users and latter you cannot remove or modify the users as per your need.
                       Now after you are done with license upload you can add users to MR server as per your requirement and also you can modify the exsisting users.

            MR client can have four type of users Designer, Generator, Administrator and Viewer.
Based on what type of user you want for you Ax 2012R3 client machine you need to assign the following corresponding roles and privilages in you Ax 2012R3 server machine :

The users should be given following Roles and Privilege(that are mentioned in brackets) accordingly :

Ø  Designer: Accounting manager, Accounting Supervisor. (LedgerBalanceSheetDimMaintain)

Ø  Generator: Accountant, Accounting manager, Accounting supervisor, Chief executive officer, Chief financial officer, Compliance manager, Financial controller (LedgerFinancialJournalBGenerate / LedgerBalanceSheetDimPrintGenerate)

Ø  Administrator: Security Administrator (SysSecSecurityMaintain)

Ø  Viewer: No roles but there is a privilege. Create your own role or edit one of the existing ones if you need this MR role. (LedgerViewFinancialStatement)

After adding the approprite roles and privilages for your Ax client machine on the Ax server the MR server will automatically take the users or you can add or modify the users.

Here we complete the MR Server and client installation completely. The contents of this blog are copied and put in more simpler words by me from the following blog please refer this blog also :

http://yetanotherdynamicsaxblog.blogspot.in/2014/03/adding-users-in-management-reporter.html.