Management Reporter and Dynamics AX 2012: Users not synchronizing

March 16, 2018 at 17:06
filed under Dynamics AX
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Today Management Reporter did not want to synchronize the users from Microsoft Dynamics AX 2012 to Management Reporter.

TLDR: make sure that you do not have unknown users with access to Management Reporter in your database. For example users from a different domain or users that have been deleted on active directory.

As you probably know, the users in Management Reporter are actually managed in Dynamics AX by using the role based security of Dynamics AX. The following table shows which roles in AX correspond to which roles in Management report (Source). So for example if you want to be administrator in MR, you need to be Security administrator in AX.

AOT name Permission Microsoft Dynamics AX 2012 role Management Reporter role
LedgerBalanceSheetDimMaintain Maintain financial statement setup Accounting manager
Accounting supervisor		 Designer
LedgerFinancialJournalBGenerate Generate financial journal report Accountant
Accounting manager
Accounting supervisor
Chief executive officer
Chief financial officer
Compliance manager
Financial controller		 Generator
LedgerBalanceSheetDimPrintGenerate Generate financial statement report Accountant
Accounting manager
Accounting supervisor
Chief executive officer
Chief financial officer
Compliance manager
Financial controller		 Generator
SysSecSecurityMaintain Maintain security settings Security administrator Administrator
LedgerViewFinancialStatement (privilege) Viewing financial statements Not applicable Viewer

Once you have setup the security in AX, it can take up to 5 minutes for the users to show up in Management Reporter. The synchronization of the users is part of the AX 2012 Companies to company task that is executed by Management Reporter every 5 minutes. You can check if this task has run in the Management Reporter 2012 Configuration Console. Go To Logs > Data mart integration and search the log for AX 2012 Companies to company. If it has executed successfully, the users should show up in Management Reporter.

If on the other hand there are errors in the AX 2012 Companies to company task, users will not be synchronized correctly. In my case, I had restored a database from another domain and there were users in the AX database with roles that gave them access to Management Reporter. Disabling these users in AX does not help, so you have to either remove them from AX or remove the role assignment that give the user access to Management Reporter.

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