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Configure the server connection

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You can configure a server connection to a remote server or a local server in Report Designer or Desktop Viewer. For example, you may want to change a configuration when Management Reporter server components have been installed on a new server. When you change the connection in Report Designer, it is also updated in Desktop Viewer.

See the following sections for more information.

  • Configure the server connection in Report Designer

  • Configure the server connection in Desktop Viewer

  • Refresh cached financial data

Configure the server connection in Report Designer

When you change a server connection, Report Designer uses the modified connection without restarting the application. Close all building blocks before you begin.

  1. In Report Designer, select the Tools menu, and then click Connection.

  2. In the Connection dialog box, type the application server address (URI) for the connection in the Server field.

    A fully-qualified Management Reporter Server URI follows this format: Protocol://destination:port. For example: http://mrservermachine:4712

    The following table shows the components of a fully-qualified URI.

    Component

    Description

    Protocol

    • Both http:// and https:// are supported.

    • If you do not type the protocol, http:// is added to the URI.

    Destination

    • Enter the name of the server for the destination.

    • If you enter only the destination name, the protocol and port information is added to the URI.

    • You can enter a fully-qualified URI.

    Port

    • Optionally, enter the port.

    • If you do not enter the port, it is added to the URI.

    • You are not required to enter the trailing slash (/). If you do not enter the trailing slash, it is added to the URI, but not displayed in the URI server field.

    NoteNote
    The default port is localhost together with the local server (for example, localhost:4241).

  3. Click Test Connection to test the connection to the server, or click Connect to connect to the server. This connection remains until it is changed by a user in the application. If the server connection fails, verify that you entered the correct server name.

  4. After you click Test Connection or Connect, the URI is updated to reflect any URI segments that have been added. For example, if you did not add the port to the URI, the URI is updated to display the port after you click the Test Connection button.

Configure the server connection in Desktop Viewer

When you change the connection in Desktop Viewer, the connection for Report Designer is also updated. Close all reports before you begin.

  1. In Desktop Viewer, select the Tools menu, and then click Connection.

  2. In the Connection dialog box, type the application server address for the connection in the Server field.

  3. Click Test Connection to test the connection to the server, or click Connect to connect to the server. This connection remains until it is changed by the user in the application. If the server connection fails, verify that you entered the correct server name.

Refresh cached financial data

Using cached financial data in Management Reporter helps improve performance because it limits the number of calls to the database. You should periodically update cached financial data to add new information or update sets of accounts and dimensions. If you add a new dimension and it does not appear in the dimension list, refresh the cache to update the data.

  1. Open Report Designer.

  2. On the Tools menu, click Refresh Cached Financial Data.

  3. When a message indicates that the cache is successfully refreshed, click OK.

See Also

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