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Anya Ciecierski, CAL Business Solutions

Management Reporter Tip: How to Maintain Logins and Default Company Settings Between Sessions


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Do you find that each time you log into Management Reporter on Terminal Server or Citrix, you need to re-enter your login and default company?  The reason those are lost between sessions is that their user profiles are set up to delete temporary files and folders on exit.  This unfortunately is where Management Reporter coders chose to put the configuration files that hold that information from session to session. Making the issue more difficult is the fact that Management Reporter coding requires a SQL user login per company, so it’s not a single sign on as it was in FRx.

Constantly adding your login information can be quite frustrating.  We and a number of others have asked Microsoft to change the location of the user configuration file to a different location.  The request is pending.

However, we can tell you how to change the settings so that deleting temporary files and folders on exit is turned off.  (Note: It actually needs to be that way for GP in the event a user is posting and the connection to the Terminal Server drops.  If the session is left running on the Terminal Server, the posting will continue normally.  If the setting to delete is enforced, the session is forcibly closed resulting in a hung posting or data corruption.)

The environmental variables that hold the MR settings are %APPDATA% and %LOCALAPPDATA%.  Some GP functionality also depends on these variables.  User accounts should have the ability to read and write to these variables and they should be retained, not deleted.  On a Windows 7 workstation those variables point to c:\users\User_Name\AppData and \AppData\Local.  In a roaming profile frequently used for Terminal Server\Citrix users, these variables may reside on a completely different server, requiring cross-server security changes.

Bottom line, it’s not an easy fix.  But it can be done. And it is one of this things that will make your users very happy.

Get more Management Reporter for Dynamics GP FAQ Guide and Resources

By Charles Ray, Senior Systems Specialist, CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner

One Response to “Management Reporter Tip: How to Maintain Logins and Default Company Settings Between Sessions”

  1. Siddiqui says:

    Hi,

    We have a client who’s Great plains is hosted on one of our cloud servers. How can they use Management Reporter 2012 without having to set the users up in the Active directory on the server?

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