Forms Printer User Guide - Accountable

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Forms Printer User GuideVersion 10.51 for Dynamics GP 10Forms Printer BuildVersion: 10.51.102A Guide for theSystem RequirementsAdministration,Microsoft Dynamics GP 10 SP2 or greaterMicrosoft SQL Server 2005 or HigherReporting Services 2005/2008/2012 withReport Manager for SRS function.Contact UsInstallation &Implementationof Forms PrinterFor more information, pricing details orto schedule a demo, please contact usat:Sales: 610.983.3100 option: 1sales@accountable.comwww.accountable.com2399 Kimberton Rd Suite 2 Phoenixville, PA 19460 www.accountable.com 610.983.3100

ContentsCopyright and Trademark Notice . 5Copyright . 5Trademarks . 5Installation Checklist . 6Installation and Administrative Setup . 7Installing the First Forms Printer Client Application . 7Run the Forms Printer Installation File . 7Remove the Old Dictionary Files . 8Include Forms Printer in the Dynamics GP Installation . 8Install SQL Server Objects . 9Enter Forms Printer Registration Keys . 9Install SQL Server Objects in Additional Companies . 10Installing Forms Printer on Additional Workstations. 10Run the Forms Printer Installation File . 10Remove the Old Dictionary Files . 11Include Forms Printer in the Dynamics GP Installation . 11Uninstalling Forms Printer . 12Adding Roles and Tasks . 12Roles . 12Tasks . 13Enter Report Engine Setup Information . 14Crystal Reports Setup . 15SQL Server Reporting Services Setup . 16Enter Forms Printer Setup Information . 18Overview . 18Forms Printer Setup . 18Window Buttons . 18Window Fields . 18Window Example . 19Report / Company / Class ID / Master Record List . 19Page 2

Record Entry Setup Page. 23Scripted Email List . 32Scripted Email Query Test . 33Message Editor . 35Subject and Attachment Name Editor . 36Window Navigation. 37Printing Using the Delivery System . 38Crystal Reports Setup. 39Using Template Reports. 39Installed Template Reports . 39Modifying Sample Reports . 39SQL Reporting Services Setup . 41Modifying Forms Printer SSRS Reports . 41Installed Template Reports . 41Steps for Customizing SRS Report Templates . 41Deploying Unmodified Forms Printer SSRS Reports to a Report Server. 45Multi Company SQL Server Reporting Services Reports . 471. Publish a Copy Of Each Report For Each Company . 472. Configure Each Report to Dynamically Select a Company at Run Time . 47Report Requirements and Considerations. 49Report Requirements . 49Important Considerations . 49Troubleshooting Guide . 50Initialization Error . 50Installation Errors. 50Registration Errors . 51Report Parameter Errors. 51Email Setup Errors. 53Invalid TLV Record Error . 54Frequently Asked Questions . 55Contacting Technical Support . 57Project Accounting Report Mapping. 59Page 3

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Copyright and Trademark NoticeCopyrightAll material contained in this document is protected by copyright law. 2011 Arpelligo, Inc. (dba Accountable Software) All Rights ReservedTrademarksForms Printer is a trademark of Arpelligo, Inc. (dba Accountable Software). Other company or product namesmentioned may be trademarks or registered trademarks of their respective holders.Microsoft Dynamics is a trademark of Microsoft Corporation in the United States and/or other countries.Microsoft product screenshots reprinted with permission from Microsoft Corporation.Page 5

Installation Checklist1.Download the latest version of Forms Printer2.Obtain Registration Keys for the Downloaded Version3.Run the installation executable on the first workstation4.Delete the old FPD1230.dic and ASI1655.dic client files5.Launch Dynamics GP using an Administrative user6.Include new code7.Install and Initialize tables in first Company8.Enter Registration Keys9.Install and Initialize tables in additional Companies10. Add Dynamics GP Roles and Tasks11. Enter Report Engine Setup Information12. Enter Forms Printer Setup InformationPage 6

Installation and Administrative SetupThe initial installation of Forms Printer is performed in several steps. First is the installation of the initialForms Printer client application. Next, the Forms Printer client code is included in the MicrosoftDynamics GP client application set. Following the code inclusion is the installation of SQL Serverobjects and data. Next, the Forms Printer Registration keys are entered to enable the application. OnceForms Printer is registered, the next three setup steps can be completed in whatever order you wish.These steps are to install additional workstations with the client application, to enter Roles and Tasks inthe new Dynamics GP security models and to add Report Engine Setup information.Installing the First Forms Printer Client ApplicationThe installation of the initial Forms Printer client application is different than subsequent installsbecause 3 additional steps must be followed. Those steps are to: Include Forms Printer in the DynamicsGP Installation, Enter Forms Printer Registration Keys, and Install SQL Server Objects in AdditionalCompanies.Run the Forms Printer Installation FileComplete the following steps to install the Forms Printer client application on the FIRST Dynamics GPclient workstation:1. Download the Forms Printer Installation Filea. Download the latest version of Forms Printer. Checking our web site for the mostcurrent version of the product before installation ensures that any updates or fixes areinstalled and is highly recommended.b. The file downloaded from the Accountable Software Resource Center will contain aninstallation file named Forms Printer XXXX.msi (where the XXXX will be the installingversion).2. Double Click on the setup.msi installer file to begin the installation.3. Follow the installation wizard to complete the installation of Forms Printer.a. The installation program begins with a “Welcome” window. Take a moment to verifythat the proper version for you Dynamics GP application is being installed.When ready, click Next .b. Review the license agreement, and if you agree, confirm your acceptance to the termsdescribed within by clicking I Agree. Note: You cannot install Forms Printer if you do notaccept the terms.When ready, click Next .Page 7

c. Review the Additional License Agreement required for using the Business ObjectsRuntime. If you agree, confirm your acceptance to the Business Objects terms describedwithin by clicking I Agree. Note: You cannot install Forms Printer if you do not accept theterms.When ready, click Next .d. Select the folder in which the Microsoft Dynamics GP application is installed. Thisfolder is typically located on your local hard drive. The install program will attempt todefault the installation to The Microsoft Dynamics GP Application folder. If thedetected folder is not the location where Microsoft Dynamics GP is installed on yourmachine you will need to select the correct folder in which to install Forms Printer.When ready, click Next .e. The Confirmation window provides a final opportunity to ensure the proper versioninstalled.When ready, click Next .The setup program will then begin to copy all files to the appropriate directories.f.When the installation has completed the final Information window displays importantinformation on documentation and other file locations.When ready, click Next .g. The installation complete window is displayed.When ready, click Close.Remove the Old Dictionary FilesPrior to launching Dynamics GP after the installation, use Windows Explorer to navigate to yourDynamics GP client directory. From that folder, find the files FPD1230.dic and ASI1655.dic. These filesmust be renamed, moved or deleted. It is recommended that you rename them to FPD1230 old.dic andASI1655 old.dic so that you have the files to revert to in the case of an installation issue.Include Forms Printer in the Dynamics GP Installation1. Launch Microsoft Dynamics GP2. Log in as ‘sa’ or a database administrator.3.A dialog window prompting to include the new code will be displayed, as shown in the followingillustration:Click Yes, and wait until the process has completed.Page 8

A progress bar will display, while the “unchunking” process is executing. At this point, ourDYNAMICS.SET file will be modified to include the information required to run Forms Printer, andtwo dictionaries named “FPD1230.DIC” and ”ASI1655.DIC” will be created in your MicrosoftDynamics GP application folder.Install SQL Server ObjectsAfter the new code is loaded, you must install Forms Printer to the SQL Server Database and will beprompted to do so. When prompted, using the steps below and you must repeat this databaseinstallation for each Dynamics GP Company by logging into each company and repeating the steps:1. When presented with the dialog window prompting to install and initialize Custom ReportIntegration tables click Yes to initialize the new tables.2. When presented with the dialog window prompting to install and initialize Forms Printer tablesclick Yes to initialize the new tables.3. If running the Project Accounting module, you will be prompted with the dialog window askingto initialize Project Accounting tables click Yes to initialize the new tables.Enter Forms Printer Registration KeysOnce the Database installation is completed you will be presented with the message to enterregistration keys. To register Forms Printer follow these steps:1. When prompted to register, click Yes to open the Forms Printer Registration window.If no registration prompt is presented, open the Accountable Software Registration window byclicking the Help icon, then selecting About Microsoft Dynamics GP. The About MicrosoftDynamics GP window will open and a Forms Printer Registration window will open as acompanion window.2. Click the Register button to open the Forms Printer Registration window.Enter the registration keys exactly as you received them from Accountable Software for yourMicrosoft Dynamics GP installation. Registration keys are provided by Accountable Softwaredirectly. For more information or to obtain your registration keys, please call (610) 983-3100 oremail sales@accountable.com.Page 9

If you mistyped the keys, you will receive a warning message. Try again. If you still receive awarning, contact Accountable Software for assistance at techsupport@accountable.com.3. Click Register.4. Verify the Registration Keys.If the module(s) you are registering appear with a checkbox in the Registered column, theregistration was successful.Click the Close.Install SQL Server Objects in Additional CompaniesTo complete the SQL Server installation process, it is required that the following steps are completed foreach Company:1. Log in as ‘sa’ or a database administrator.2. When presented with the dialog window prompting to install and initialize Custom ReportIntegration tables click Yes to initialize the new tables.3. When presented with the dialog window prompting to install and initialize Forms Printer tablesclick Yes to initialize the new tables.4. If running the Project Accounting module, you will be prompted with the dialog window askingto initialize Project Accounting tables click Yes to initialize the new tables.Installing Forms Printer on Additional WorkstationsIn order to use Forms Printer on additional workstations, you must follow the client installation steps onthose workstations. Note that once the previous steps have been completed the SQL Server installationand registration key entry is completed and does not need to be repeated. For additional workstationinstalls, follow these steps:Run the Forms Printer Installation FileComplete the following steps to install the Forms Printer client application on the FIRST Dynamics GPclient workstation:1. Download the Forms Printer Installation Filea. Download the latest version of Forms Printer. Checking our web site for the mostcurrent version of the product before installation ensures that any updates or fixes areinstalled and is highly recommended.b. The file downloaded from the Accountable Software Resource Center will contain aninstallation file named Forms Printer XXXX.msi (where the XXXX will be the installingversion).2. Double Click on the setup.msi installer file to begin the installation.3. Follow the installation wizard to complete the installation of Forms Printer.a. The installation program begins with a “Welcome” window. Take a moment to verifythat the proper version for you Dynamics GP application is being installed.P a g e 10

When ready, click Next .b. Review the license agreement, and if you agree, confirm your acceptance to the termsdescribed within by clicking I Agree. Note: You cannot install Forms Printer if you do notaccept the terms.When ready, click Next .c. Review the Additional License Agreement required for using the Business ObjectsRuntime. If you agree, confirm your acceptance to the Business Objects terms describedwithin by clicking I Agree. Note: You cannot install Forms Printer if you do not accept theterms.When ready, click Next .d. Select the folder in which the Microsoft Dynamics GP application is installed. Thisfolder is typically located on your local hard. The install program will attempt to defaultthe installation to The Microsoft Dynamics GP Application folder. If the detected folderis not the location where Microsoft Dynamics GP is installed on your machine you willneed to select the correct folder in which to install Forms Printer.When ready, click Next .e. The Confirmation window provides a final opportunity to ensure the proper versioninstalled.When ready, click Next .The setup program will then begin to copy all files to the appropriate directories.f.When the installation has completed the final Information window displays importantinformation on documentation and other file locations.When ready, click Next .g. The installation complete window is displayed.When ready, click Close.Remove the Old Dictionary FilesPrior to launching Dynamics GP after the installation, use Windows Explorer to navigate to yourDynamics GP client directory. From that folder, find the files FPD1230.dic and ASI1655.dic. These filesmust be renamed, moved or deleted. It is recommended that you rename them to FPD1230 old.dic andASI1655 old.dic so that you have the files to revert to in the case of an installation issue.Include Forms Printer in the Dynamics GP Installation1. Launch Microsoft Dynamics GP2. Log in as ‘sa’ or a database administrator.3.A dialog window prompting to include the new code will be displayed, as shown in the followingillustration:P a g e 11

Click Yes, and wait until the process has completed.A progress bar will display, while the “unchunking” process is executing. At this point, ourDYNAMICS.SET file will be modified to include the information required to run Forms Printer, and twodictionaries named “FPD1230.DIC” and ”ASI1655.DIC” will be created in your Microsoft Dynamics GPapplication folder.Uninstalling Forms PrinterIf it becomes necessary to temporarily disable Forms Printer on a Microsoft Dynamics GP workstation,one can use the Microsoft Dynamics GP Tools- Customization- Customization Status Window to Disablethe Forms Printer product for one login Session.In order to more permanently disable Forms Printer on a Workstation, one must edit the MicrosoftDynamics GP “Launch” file (typically named dynamics.set) to remove references to the Forms PrinterProduct (ID 1230), and the Supporting “CRI” component (Product ID 1655) . Microsoft Dynamics GPprovides a facility for editing the launch file from the Tools- Setup- System- Edit Launch file menu. TheMicrosoft Dynamics GP Help Topic from this window describes how to remove a product from the LaunchFile using a text editor.In order to Completely remove Forms Printer and the Components that it installed, one should remove itfrom the Launch file, then remove the runtime components using Windows “Add –Remove Programs”Control Panel Applet, Then optionally delete the FPD123.DIC Forms Printer Dictionary, and optionallyDrop the ASI123* Tables and stored procedures in the Microsoft Dynamics GP Company SQL Databases.Adding Roles and TasksWith the new Security model implemented in Microsoft Dynamics GP 10 and greater, it becomesnecessary to enable logins to use or administer Forms Printer by placing the users in Dynamics GP Roles.These Roles are made of Dynamics GP Tasks that allow access to various programs and code resources.RolesWhen Forms Printer Is initialized and logged into the first time, by ‘sa’ or ‘DYNSA’, The Following Tasksand Roles are created:FORMS PRINTER (CRI) ADMINThis role allows administration of the “Custom Report Integration” (CRI) settings that Forms Printer usesto connect the Crystal Reports Reporting Engine to the SQL database.FORMS PRINTER OPTIONS ADMThis role allows users to access the Forms Printer Setup window where the setup and administration ofvarious reports printed by Forms Printer are maintained.FORMS PRINTER USERThis role is for users all users of Dynamics GP that will be using Forms Printer in any capacity to printreports. While it currently uses the same settings as the FORMS PRINTER OPTIONS ADM role, it can bemodified as needed to restrict access to setup windows.P a g e 12

All GP users who need to use Forms Printer should have at least the FORMS PRINTER USER Role addedto their user security role list. If all users need access to Forms Printer printing, one can add the FormsPrinter Security Tasks directly to a broadly applicable role which many users already have been placedin, such as “ORDER PROCESSOR”.Example: Adding the Forms Printer Administrator/User Tasks to the General “Order Processor” Role addthe Security Task ID’s for the Setup Windows, and Forms Printer Options Windows:TasksThe Task ID’s above, can be duplicated, and then modified, if you need to apply finer grained control tousers with regards to what Forms Printer related windows they can open. The Default Security Task ID’sfor Forms Printer are defined as shown below:P a g e 13

Also: See the specific added window Operations under the ADMIN FP CRI 01 Task ID for the Systemseries.Also: See the specific added window Operations under the ADMIN FP CRI 02 Task ID for thePurchasing, Sales, and System series.Enter Report Engine Setup InformationFrom the Forms Printer Setup Window, the Report Engine Setup menu option includes two listings:Crystal Reports Setup, and SQL Server Reporting Services Setup. Report Engine refers to the reportingtool used to print reports from Forms Printer. Select the Reporting Engine you wish to setup.Note: You may use both the Crystal and SRS Reporting Engines with different reports setup to useeither engine.P a g e 14

Window NavigationTo open the Report Engine Setup window, you must first Open the Forms Printer Setup window usingthe menu navigation: Microsoft Dynamics GP Tools Setup Company Forms PrinterOn the Forms Printer Setup window, select Report Engine Setup then either Crystal Reports Setup, orSQL Server Reporting Services Setup.This screenshot shows the Report Engine menu from the Forms Printer Setup window.Crystal Reports SetupPress this button to open the Report Integration Setup Window where the Report Authentication forCrystal Reports can be specified.Window ButtonsThe buttons on the SQL Server Reporting Services Setup Window include:ButtonsSaveDescriptionSaves the current entry values and closes the Window.Window FieldsFieldsManually enter a SQL login and passwordDescriptionMark this checkbox to enter a SQL Server user and password.SQL User NameEnter a valid SQL login.SQL PasswordEnter the password for the SQL UserVerify PasswordVerify the password by entering it again.P a g e 15

Window ExampleThe screenshot below shows the entries for Crystal Reports using an example SQL Login“FormsPrinterUser”.SQL Server Reporting Services SetupPrior to using SQL Reporting Services [SRS] with Forms Printer, you must add SRS setup information. Theuse of SRS with Forms Printer is dependent on an installed and properly functioning SRS installation.Note: Installing Forms Printer DOES NOT affect an existing SRS installation in any way, nor does itinstall SRS or any files required to run an SRS installation.Window ButtonsThe buttons on the SQL Server Reporting Services Setup Window include:ButtonsOKCancelDescriptionSaves the current entry values and closes the Window.Closes the window without saving any changes to thecurrent entry values.Window FieldsFieldsSRS Report Server URLP a g e 16DescriptionThis editable text field is used to enter the path to the

SRS Report Server Web Services URLReport Server Web ApplicationThis editable text field is used to enter the path to thespecific Web Services asmx page in the ReportingServices Web Applications.Window ExampleThe screenshot below shows these entries for a default installation of Reporting Services on an exampleWeb Server named “mywebserver”.P a g e 17

Enter Forms Printer Setup InformationOverviewOnce the Administrative steps of installing Forms Printer, entering the required Roles and Tasks, andentering Report Engine information have been completed, the next step is to begin the set up FormsPrinter.Forms Printer SetupTo access the setup information, use the Menu item shown in the Window Navigation section, or addthe Forms Printer Setup window to your work button or Shortcut Bar.Window ButtonsButtonsSaveNewDeleteReport Engine SetupDescriptionSaves any changes made to window values.This button lists choices for adding new entries. Theavailable values vary depending upon the entry currentlyselected in the tree view.Deletes the currently selected entry from the tree view.Displays the Report Engine Setup menu options for setupof the available reporting tools.Window FieldsFieldsDescriptionReport / Company / Class This treeview list is used to display and modify the list of reports,ID / Master Record ListCompanies, Class ID, and Master records that are setup to use FormsPrinter.Record Entry Setup PageThis editable page is used to determine the various settings for the recordselected in the treeview.P a g e 18

Window ExampleThis screenshot shows the Forms Printer window as it will appear prior to adding any report records.NOTE: If you are upgrading Forms Printer, all of the reports you had setup in your earlier version willbe migrated to the new setup and you will see your settings listed here.ReportRecordCompanyEntryMaster RecordSetupListPageReport / Company / Class ID / Master Record ListThe list of reports, Companies, Class IDs and Master Records which will be controlled by Forms Printerare displayed in the treeview. Upon installation and prior to the first added Report, this list is blank.Once you’ve added a report for printing with Forms Printer, you can then add one or more Companiesbeneath the report entry if different settings per company are desired.Finally, once a Company has been added, you can add one or more Class IDs or Master Records beneaththe Company allowing a Class or Master record to have specific settings for report or delivery.P a g e 19

To begin adding reports, follow these steps:1. Click the New button from the control area.2. Select Include New Report from the dropdown menu.3. From

Select the folder in which the Microsoft Dynamics GP application is installed. This folder is typically located on your local hard drive. The install program will attempt to default the installation to The Microsoft Dynamics GP Application folder. If the detected folder is not the location where Microsoft

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