Update and Installation Guide for Microsoft Management Reporter 2.0 Feature Pack 1

Transcription

1 Update and Installation Guide for Microsoft Management Reporter 2.0 Feature Pack 1 Microsoft Corporation Published: December 2010

2 Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free Worldwide This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Information in this document, including URL and other Internet website references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, Microsoft SQL Server, Microsoft FRx, Microsoft Management Reporter, Windows Server 2008, and the Microsoft Dynamics Logo are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Management Reporter

3 Table of Contents Introduction... 4 What s new... 4 Integration to Microsoft Dynamics AX Currency translation in Microsoft Dynamics GP... 4 System requirements... 5 Updating to Microsoft Management Reporter Feature Pack Supported upgrade paths... 6 Before you install... 6 Update the server... 7 Update the client... 8 Install the data provider... 8 Installing Management Reporter 2.0 with Service Pack Install server components... 9 Install application service and process service and create a new database Install application service and process service and connect to an existing database.. 12 Install only the Management Reporter database Install process service and connect to an existing database Install application service and create a new database Install data provider Install Management Reporter client Repair or remove Management Reporter Next steps Management Reporter

4 Introduction Microsoft Management Reporter Feature Pack 1 is designed to help you create financial reports that can be tailored to meet the needs of any company. Designed by accountants for accountants, Management Reporter empowers finance professionals to create high-volume, presentation-quality reports in minutes. The report wizard makes it easy for you to design, store, and generate reports from reusable building blocks containing row, column, and tree definitions. This approach eliminates the need to re-create common scenarios each reporting period. What s new Management Reporter Feature Pack 1 includes several new features designed to enhance the functionality of Microsoft Management Reporter 2.0. Integration to Microsoft Dynamics AX 2009 The Management Dynamics AX data provider acts as a bridge between Microsoft Dynamics AX and Microsoft Management Reporter. Information from Microsoft Dynamics can be displayed and manipulated in financial reports created in Management Reporter without impacting the original data. For more information on Microsoft Dynamics AX data provider integration, see the Microsoft Dynamics AX Data Provider Integration Guide. Currency translation in Microsoft Dynamics GP Feature Pack 1 for Management Reporter offers new functionality to expand existing currency translation capabilities. This update works with new features offered in the install of Microsoft Dynamics GP 2010 Service Pack 1. Note: You must set up the translation currencies Multicurrency Setup window in Microsoft Dynamics GP. Management Reporter will only display translation currencies taken from the originating application. You can use the currency translation window to translate beginning balance information for average and historical currency translation types. Note: If a historical currency cannot be located, the currency will appear as the functional currency multiplied by one. Management Reporter 4

5 The currency source and currency filter in Report Designer in Management Reporter work in conjunction so that when you select a currency filter in a column definition, the amounts continue to be translated from the functional or originating currency into the reporting currency. The new feature allows you to choose a separate reporting currency in addition to the functional and originating currencies. The following table illustrates the report results for the various combinations of currency source and currency filter with U.S. dollars (currency code USD) as the functional currency. Currency Source Currency Filter Report Result NAT YEN Y6,000 FUNCT YEN $60* FUNCT none $2,310** NAT USD $2,250 * Conversion rate at approximately 100 yen per U.S. dollar. ** FUNCT currency source with an unset currency filter displays the sum of the transactions that originated in USD and YEN, shown in U.S. dollars. For example, if the company s originating currency is U.S. dollar and the transaction is entered in Japanese yen, you can see a column displayed in dollars and a column displayed in yen. The new functionality allows for reporting from the company s functional currency to any currency defined as a translation currency. If your company is looking to expand to other countries and currencies, you can print a report that shows the functional amounts in an additional currency. If a company would like to expand its market in Germany, for example, you can print a report that shows the functional amounts in German deutschmarks and all the functional amounts would be translated to that selected currency. For more information and instruction on currency translation refer to the Microsoft Dynamics GP Currency Translation Supplement. System requirements For information about the hardware and software supported with Management Reporter, refer to the System Requirements. Management Reporter 5

6 Updating to Microsoft Management Reporter Feature Pack 1 This section provides information on updating to Management Reporter with Feature Pack 1 from the previous version of Management Reporter Service Pack 1. Supported upgrade paths You can upgrade from Microsoft Management Reporter 2.0 with Service Pack 1. Before you install Before you begin do the following: Log on to the server as a member of the local Administrators group. Download the files and review the Readme and known issues documentation. The installation files for Management Reporter are contained in a self-extracting file that is named ManagementReporter-v20-FP1-en-us-update.exe. Double-click the file and provide a location where the contents of the file should be extracted. We recommend choosing a location other than the Management Reporter installation folder. Start the update. Go to the destination folder and double-click the MRUpdate.exe file. The Management Reporter Setup page is displayed. You will use this page to update the server and the client with Feature Pack 1. Management Reporter 6

7 Update the server 1. Click Management Reporter Server in the Update section. Note: If Feature Pack 1 has already been installed, you will see This update for Microsoft Dynamics ERP Management Reporter Server has already been installed. Click OK. Click Finish to exit the update. 2. The Install Management Reporter Update page is displayed. Click Next. If you have installed the application service with or without the process service: 3. The Update Database page is displayed. Enter the database server name in the Database server name field and select the authentication method from the Authentication list. If you select Windows Authentication, your current credentials for Windows Server will be used. If you select SQL Server Authentication, enter a Microsoft SQL Server login and password. Note: The selected SQL Server login or Windows account must belong to the dbcreator and securityadmin database roles. Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. 4. The Ready to Install page is displayed. Click Install. Note: If only the server components need to be installed, the Management Reporter server will be updated. If the database also needs to be updated, the server and the database will be updated. 5. After the installation is complete, the Complete Management Reporter update page appears. Click Finish. Management Reporter 7

8 If you have installed only the process service: 3. The Ready to Install page is displayed. Click Install. Installation and Update Guide 4. After the installation is complete, the Complete Management Reporter update page appears. Click Finish. Update the client 1. Click Management Reporter Client from the Update section. Note: If Feature Pack 1 has already been installed, you will see This update for Microsoft Dynamics ERP Management Reporter Client has already been installed. Click OK. Click Finish to exit the update. 2. The Install Management Reporter Update page is displayed. Click Next. 3. The Ready to Install Update page is displayed. Click Install. 4. The Completed Management Reporter update page is displayed. Click Finish. Install the data provider Microsoft Management Reporter requires the installation of a data provider. The data provider must be installed on the computers where the Management Reporter application service and process service are installed. If a data provider was not previously installed, the update will work as an installation. Note: If you are installing the Microsoft Dynamics AX 2009 data provider, you must first have the Microsoft Dynamics AX.NET Business Connector installed. 1. To install the data provider, choose the relevant data provider from the Microsoft Dynamics ERP Data Providers list. Click Go. 2. The License Agreements page opens. Read the terms and select I accept the terms in the License Agreement. Click Next. The data provider installation will begin. Important: Each ERP data provider installation may be different. Please refer to the data provider installation guides specific to your product. 3. When the installation is compete, click Finish. Note: Repeat steps 1-3 for additional data providers. Management Reporter 8

9 Installing Management Reporter 2.0 with Service Pack 1 You must first install Microsoft Management Reporter 2.0 with Service Pack 1 before updating to Feature Pack 1. Note: Installation of the Management Reporter database may fail on some computers. When this occurs, a general error message stating that An error occurred while creating the database. will be displayed. If you receive this error, please see KB for additional information here. Important: If you are updating to Management Reporter 2.0 from Microsoft FRx, please see the migration guide Migrating from FRx to Management Reporter Feature Pack 1. There are several options available for installing Management Reporter: Install Management Reporter application service and process service and create a new database. Install Management Reporter application service and process service and connect to an existing database. Create the Management Reporter database without installing the application service or the process service. Install Management Reporter process service only and connect to an existing database. Install Management Reporter application service only and create a new database. Follow the instructions provided for the option that best meets your needs. It is recommended that the installation of the database and the server components occur prior to the installation of the client component. Install server components Server components include an application service, a process service, and the Management Reporter database. The database can be created during the installation or an existing database can be used. Management Reporter 9

10 Install application service and process service and create a new database The Management Reporter application service and process service control access to data, provide connectivity to clients, and generate reports. The database serves as the repository for the report building blocks, reports available for generation, and historical reports. Before you begin the installation process, verify that you are logged on to the server as a member of the local Administrators group. Follow this procedure to install the server components and the database for Management Reporter. 1. Open the Management Reporter folder and double-click the setup file. The Management Reporter Setup page is displayed. Note: If the Microsoft End User License page for.net Framework or Windows Installer is displayed, read and accept the license terms in order to proceed with the installation. 2. Click Management Reporter Server in the Install section. The Microsoft Software License Terms page is displayed. 3. Read the terms and select I accept the terms in the License Agreement. 4. Click Next to open the Customize Installation page. 5. Select the components to install. Application service controls access to Management Reporter data and provides connectivity to clients. Process service generates the reports that are created and queued by the Management Reporter client component. You must enter an installation location in the Destination folder field. The default location is <drive>:\program Files\Microsoft Dynamics ERP\Management Reporter\2.0. Click Next. The Configure Service Account page is displayed. Management Reporter 10

11 6. In the Account field, select a valid Windows account that has permission to log on as a service. The account will become the identity for the Management Reporter services. The account can be either a Domain account or a Network Services account. A Domain account provides additional security when compared to a Network Service account because the Domain account can be restricted to only those services running under the identified account. The Domain account also provides ease of control for access to Management Reporter across multiple machines. If you select Network Service as the account, a Microsoft SQL Server login must be added for each machine that runs a Management Reporter service. This login must be added to the GeneralUser role in the Management Reporter database. The installation wizard does not include instructions for creating a SQL Server login. Important: If you install the Management Reporter services on multiple computers, you must use the same account for each installation. If you have already installed the database, use the service account that you specified during the database installation. Click Next. The Select New or Existing Database page is displayed. 7. Select Create a new database and click Next. The Create Database page is displayed. 8. Enter the database server name in the Database server name field and select the authentication method from the Authentication list. If you select Windows Authentication, your current credentials will be used. If you select SQL Server Authentication, enter a SQL Server login and password. Note: The selected SQL Server login or Windows account must belong to the dbcreator and securityadmin database roles. Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. Click Next. The Configure Database Master Key page is displayed. The key is used to encrypt sensitive data in the SQL Server database. 9. Enter and confirm a password for the database master key. Click Next. The Configure Database Connection page is displayed. Management Reporter 11

12 10. Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. Click Next. The Specify Management Reporter Administrator page is displayed. 11. Enter the user name of the Management Reporter administrator in the User name field and click Next. The Configure Application Service page is displayed. 12. Enter a port to use for the Web application or accept the default port. Click Open firewall for this port if you want Windows firewall settings to be configured automatically. If you are using a different type of firewall, you must open the port manually. Important: If the firewall port is not opened, clients on other computers will not be able to connect to the Management Reporter services. Click Next. The Ready to Install Management Reporter page is displayed. 13. Click Install. The Completed the Management Reporter Setup Wizard page is displayed when the installation is complete. Click Finish to exit the wizard. Install application service and process service and connect to an existing database The Management Reporter application service and process service control access to data, provide connectivity to clients, and generate reports. The database serves as the repository for the report building blocks, reports available for generation, and historical reports. Before you begin the installation process, verify that you are logged on to the server as a member of the local Administrators group. Note: For this option, the Management Reporter database must be created prior to the installation of the application service and the process service. Follow this procedure to install the server components for Management Reporter. 1. Open the Management Reporter folder and double-click the setup file. The Management Reporter Setup page is displayed. 2. Click Management Reporter Server in the Install section. The Microsoft Software License Terms page is displayed. Management Reporter 12

13 3. Read the terms and select I accept the terms in the License Agreement. 4. Click Next to open the Customize Installation page. 5. Select the components to install. Application service controls access to Management Reporter data and provides connectivity to clients. Process service generates the reports that are created and queued by the Management Reporter client component. You must enter an installation location in the Destination folder field. The default location is <drive>:\program Files\Microsoft Dynamics ERP\Management Reporter\2.0. Click Next. The Configure Service Account page is displayed. 6. In the Account field, select a valid Windows account that has permission to log on as a service. The account will become the identity for the Management Reporter services. The account can be either a Domain account or a Network Services account. A Domain account provides additional security when compared to a Network Service account because the Domain account can be restricted to only those services running under the identified account. The Domain account also provides ease of control for access to Management Reporter across multiple machines. If you select Network Service as the account, a SQL Server login must be added for each machine that runs a Management Reporter service. This login must be added to the GeneralUser role in the Management Reporter database. The Installation wizard does not include instructions for creating a SQL Server login. Note: If you install the Management Reporter services on multiple computers, you must use the same account for each installation. If you have already installed the database, use the service account that you specified during the database installation. Click Next. The Select New or Existing Database page is displayed. 7. Click Connect to an existing database. The Configure Database Connection screen is displayed. Management Reporter 13

14 8. Enter the database server name in the Database server name field. Installation and Update Guide Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. Click Next. The Configure Application Service page is displayed. 9. Enter a port to use for the Web application or accept the default port. Click Open firewall for this port if you want Windows firewall settings to be configured automatically. If you are using a different type of firewall, you must open the port manually. Important: If the firewall port is not opened, clients on other computers will not be able to connect to the Management Reporter services. Click Next. The Ready to Install Management Reporter page is displayed. 10. Click Install. The Completed the Management Reporter Setup Wizard page is displayed when the installation is complete. Click Finish to exit the wizard. Install only the Management Reporter database Before you begin the installation process, verify that you are logged on to the server as a member of the local Administrators group. Important: It is not necessary to perform this procedure if you have previously installed the database or are planning to install the database at the same time as the server components. Follow this procedure to install the database for Management Reporter. 1. Open the Management Reporter folder and double-click the setup file. The Management Reporter Setup page is displayed. 2. Click Management Reporter Database in the Advanced section. The Microsoft Software License Terms page is displayed. 3. Read the terms and select I accept the terms in the License Agreement. 4. Click Next to open the Create Database page. Management Reporter 14

15 5. Enter the database server name in the Database server name field and select the authentication method from the Authentication list. If you select Windows Authentication, your current credentials will be used. If you select SQL Server Authentication, enter a SQL Server login and password. Important: The selected SQL Server login or Windows account must belong to the dbcreator and securityadmin database roles. Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. Click Next. The Configure Database Master Key page is displayed. The key is used to encrypt sensitive data in the SQL Server database. 6. Enter and confirm a password for the database master key. Click Next. The Configure Service Account page is displayed. 7. In the Account field, select a valid Windows account that has permission to log on as a service. The account will become the identity for the Management Reporter services. The account can be either a Domain account or a Network Services account. A Domain account provides additional security when compared to a Network Service account because the Domain account can be restricted to only those services running under the identified account. The Domain account also provides ease of control for access to Management Reporter across multiple machines. if you select Network Service as the account, a SQL Server login must be added for each machine that runs a Management Reporter service. This login must be added to the GeneralUser role in the Management Reporter database. The installation wizard does not include instructions for creating a SQL Server login. Note: If you install the Management Reporter services on multiple computers, you must use the same account for each installation. Click Next. The Configure Database Connection page is displayed. Management Reporter 15

16 8. Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. Click Next. The Specify Management Reporter Administrator page is displayed. 9. Enter the user name of the Management Reporter administrator in the User name field and click Next. The Ready to Install Management Reporter page is displayed. 10. Click Install. The Completed the Management Reporter Setup Wizard page is displayed when the installation is complete. Click Finish to exit the wizard. Install process service and connect to an existing database The Management Reporter process service generates reports created in the Management Reporter client. Before you begin the installation process, verify that you are logged on to the server as a member of the local Administrators group. Follow this procedure to install the process service for Management Reporter and connect to an existing database. 1. Open the Management Reporter folder and double-click the setup file. The Management Reporter Setup page is displayed. 2. Click Management Reporter Server in the Install section. The Microsoft Software License Terms page is displayed. 3. Read the terms and select I accept the terms in the License Agreement. 4. Click Next to open the Customize Installation page. 5. Select the Process service component. This generates the reports that are created and queued by the Management Reporter client component. You must enter an installation location in the Destination folder field. The default location is <drive>:\program Files\Microsoft Dynamics ERP\Management Reporter\2.0. Click Next. The Configure Service Account page is displayed. Management Reporter 16

17 6. In the Account field, select a valid Windows account that has permission to log on as a service. The account will become the identity for the Management Reporter services. The account can be either a Domain account or a Network Services account. A Domain account provides additional security when compared to a Network Service account because the Domain account can be restricted to only those services running under the identified account. The Domain account also provides ease of control for access to Management Reporter across multiple machines. if you select Network Service as the account, a SQL Server login must be added for each machine that runs a Management Reporter service. This login must be added to the GeneralUser role in the Management Reporter database. The installation wizard does not include instructions for creating a SQL Server login. Note: If you install the Management Reporter services on multiple computers, you must use the same account for each installation. If you have already installed the database, use the service account that you specified during the database installation. Click Next. The Configure Database Connection screen is displayed. 7. Enter the database server name in the Database server name field. Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. Click Next. The Ready to Install Management Reporter page is displayed. 8. Click Install. The Completed the Management Reporter Setup Wizard page is displayed when the installation is complete. Click Finish to exit the wizard. Install application service and create a new database The application server controls access to data and provides connectivity to clients. The database serves as the repository for the report building blocks, reports available for generation, and historical reports. Before you begin the installation process, verify that you are logged on to the application server as a member of the local Administrators group. Follow this procedure to install the server components and the database for Management Reporter. Management Reporter 17

18 1. Open the Management Reporter folder and double-click the setup file. The Management Reporter Setup page is displayed. Note: If the Microsoft End User License page for.net Framework or Windows Installer is displayed, read and accept the license terms in order to proceed with the installation. 2. Click Management Reporter Server in the Install section. The Microsoft Software License Terms page is displayed. 3. Read the terms and select I accept the terms in the License Agreement. 4. Click Next to open the Customize Installation page. 5. Select the Application service component. You must enter an installation location in the Destination folder field. The default location is <drive>:\program Files\Microsoft Dynamics ERP\Management Reporter\2.0. Click Next. The Configure Service Account page is displayed. 6. In the Account field, select a valid Windows account that has permission to log on as a service. The account will become the identity for the Management Reporter services. The account can be either a Domain account or a Network Services account. A Domain account provides additional security when compared to a Network Service account because the Domain account can be restricted to only those services running under the identified account. The Domain account also provides ease of control for access to Management Reporter across multiple machines. If you select Network Service as the account, a Microsoft SQL Server login must be added for each machine that runs a Management Reporter service. This login must be added to the GeneralUser role in the Management Reporter database. The installation wizard does not include instructions for creating a SQL Server login. Important: If you install the Management Reporter services on multiple computers, you must use the same account for each installation. If you have already installed the database, use the service account that you specified during the database installation. Click Next. The Select New or Existing Database page is displayed. 7. Select Create a new database and click Next. The Create Database page is displayed. Management Reporter 18

19 8. Enter the database server name in the Database server name field and select the authentication method from the Authentication list. If you select Windows Authentication, your current credentials will be used. If you select SQL Server Authentication, enter a SQL Server login and password. Note: The selected SQL Server login or Windows account must belong to the dbcreator and securityadmin database roles. Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. Click Next. The Configure Database Master Key page is displayed. The key is used to encrypt sensitive data in the SQL Server database. 9. Enter and confirm a password for the database master key. Click Next. The Configure Database Connection page is displayed. 10. Select Encrypt connection to use Secure Sockets Layer (SSL) to encrypt the data transmitted between SQL Server and the Management Reporter services. You must configure SSL on the server and install certificates before you can use this option. For more information about encryption in Microsoft SQL Server, see the SQL Server documentation on MSDN. Click Next. The Specify Management Reporter Administrator page is displayed. 11. Enter the user name of the Management Reporter administrator in the User name field and click Next. The Configure Application Service page is displayed. 12. Enter a port to use for the Web application or accept the default port. Click Open firewall for this port if you want Windows firewall settings to be configured automatically. If you are using a different type of firewall, you must open the port manually. Important: If the firewall port is not opened, clients on other computers will not be able to connect to the Management Reporter services. Click Next. The Ready to Install Management Reporter page is displayed. 13. Click Install. The Completed the Management Reporter Setup Wizard page is displayed when the installation is complete. Click Finish to exit the wizard. Management Reporter 19

20 Install data provider Installation and Update Guide Microsoft Management Reporter requires the installation of a data provider. The data provider must be installed on the computers where the Management Reporter application service and process service are installed. Install Management Reporter client The Management Reporter client includes the Report Designer and the Report Viewer. Use the following procedure to install the client components of Management Reporter on your workstations. You must be logged on to the server as a member of the local Administrators group to perform the installation. 1. Open the Management Reporter folder and double-click the setup file. The main Management Reporter Setup form is displayed. 2. In the Install section, click Management Reporter Client. 3. The license terms page is displayed. Read the license terms, select I accept the terms in the License Agreement and click Next. 4. The Specify Destination Folder page is displayed. Specify a folder on the local computer. The default location is <drive>:\program Files\Microsoft Dynamics ERP\Management Reporter\ Click Next to open the Specify Server Connection page. Enter the address for the server hosting the application services. If the address is not entered, you will be prompted for the address the first time the client is started. Click Next. 6. Review the information on the Confirm Installation page. If you need to make changes to your selections, click Back and make the necessary changes. If the selections are correct, click Install. 7. Once the installation is finished, the Completed the Management Reporter Setup Wizard page is displayed. Click Finish to exit the wizard. Management Reporter 20

21 Repair or remove Management Reporter Installation and Update Guide If you attempt to install Management Reporter server or client components on a machine where these components already exist, the Change, Repair, or Remove Installation form is displayed. For client installations, click Repair to fix any errors with the most recent installation. Click Remove to uninstall the Management Reporter client from the machine. For server installations, click Change to add or remove server components. Click Repair to fix any errors with the most recent installation. Click Remove to uninstall the Management Reporter server components from the machine. Next steps Once all of the Management Reporter components have been installed, the administrator can add users and create a company that will provide access to ERP data from within Management Reporter. Management Reporter 21