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How to: Configure Microsoft Report Viewer for the Microsoft Dynamics NAV Web Client and SharePoint Client

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[This topic has been updated for Microsoft Dynamics NAV 2013 Feature Pack 1. To see the same topic for Microsoft Dynamics NAV 2013, see the in-product Help.]

The Microsoft Dynamics NAV Web client and Microsoft Dynamics NAV SharePoint client use Microsoft Report Viewer 2010 to display Microsoft Dynamics NAV reports. Before you can do this, Microsoft Report Viewer must be configured on a web site of the Microsoft Dynamics NAV Web client or Microsoft Dynamics NAV SharePoint client. To configure Microsoft Report Viewer, you add the ASP.NET web handler file for Microsoft Report Viewer to the web.config file of Microsoft Dynamics NAV Web client or Microsoft Dynamics NAV SharePoint client site.

Note

By default, Microsoft Report Viewer is configured. The following procedure is only required if you have removed the Microsoft Report Viewer configuration from the application's web.config file.

Report Viewer also includes an option that lets users save a report as a Microsoft Excel, Microsoft Word, or a PDF file. This functionality is not enabled by default. If you want users to be able to save reports, then you must configure the Report Viewer to save reports. For more information, see Configuring Report Viewer to Save Reports as Excel, Word, or PDF Files.

To configure Microsoft Report Viewer

  1. Open the web.config file for Microsoft Dynamics NAV Web client or Microsoft Dynamics NAV SharePoint client.

    • For the Microsoft Dynamics NAV Web client, the web.config file is located on the computer that is running Microsoft Dynamics NAV Web Server components in the physical path of the web application on IIS. By default, the path is %systemroot%\inetpub\wwwroot\[VirtualDirectoryName]\WebClient. For example, the folder for the default Microsoft Dynamics NAV Web client application is %systemroot%\inetpub\wwwroot\DynamicsNAV70\WebClient folder.

    • For the Microsoft Dynamics NAV SharePoint client, the web.config file is located in the installation folder of the SharePoint application that is running Microsoft Dynamics NAV Portal Framework. By default, the web.config file is located on the computer that is running Microsoft SharePoint Server in the c:\inetpub\wwwroot\wss\VirtualDirectories\portnumber folder. The portnumber indicates the port that is assigned to the SharePoint application.

  2. In the web.config file, locate the <httphandlers></httphandlers> element.

  3. Add the following code for the Microsoft Report Viewer handler in the <handlers></handlers> element.

    <add verb="*" path="Reserved.ReportViewerWebControl.axd" type = "Microsoft.Reporting.WebForms.HttpHandler, Microsoft.ReportViewer.WebForms, Version=10.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" />

  4. Save the web.config file.

Configuring Report Viewer to Save Reports as Excel, Word, or PDF Files

You can set up the Print Preview for reports to include an option that enables users to save a report as an Excel, Word, or PDF file. Microsoft Report Viewer uses the Temp folder of user account that is used as the application pool identity of the SharePoint application or Microsoft Dynamics NAV Web client. To set up the save as Excel and Word options, the user account must have read, write, and modify permission to the folder. If the user account does not have the correct permissions, then the saved file will be empty.

To configure Report Viewer to save reports as Excel, Word, or PDF files

  1. Open the web.config file that contains the Microsoft Dynamics NAV settings for the Microsoft Dynamics NAV Web client or Microsoft Dynamics NAV SharePoint client.

    • For the Microsoft Dynamics NAV Web client, the web.config file is located in the physical path of the virtual directory for the Microsoft Dynamics NAV Web client application on IIS. By default, the path is %systemroot%\inetpub\wwwroot\[VirtualDirectoryName]. For example, the folder for the default Microsoft Dynamics NAV Web client application is %systemroot%\inetpub\wwwroot\DynamicsNAV70 folder.

    • For the Microsoft Dynamics NAV SharePoint client, the web.config file is located in the installation folder of the SharePoint application that is running Microsoft Dynamics NAV Portal Framework. By default, the web.config file is located on the computer that is running Microsoft SharePoint Server in the c:\inetpub\wwwroot\wss\VirtualDirectories\portnumber folder. The portnumber indicates the port that is assigned to the SharePoint application.

  2. Change the ShowReportViewerExportOptions parameter key to true.

    For more information about how to configure the web.config file, see Configuring Microsoft Dynamics NAV Portal Framework or Configuring Microsoft Dynamics NAV Web Client by Modifying the Web.config File.

  3. On the computer that is running SharePoint Server or Microsoft Dynamics NAV Web Server components, grant users read, write, and modify permission to the user account’s Temp folder that is used as the identity of the application pool for the SharePoint application or Microsoft Dynamics NAV Web client.

    Note

    This step is not required if you only want to enable saving reports as PDF files.

    • For SharePoint, the default user account is Network Service and the folder is C:\Windows\ServiceProfiles\NetworkService\AppData\Local\Temp.

    • For the Microsoft Dynamics NAV Web client, the default user account is ApplicationPoolIdentity and the folder is C:\Users\Web Client Application Pool\AppData\Local\Temp\.

    Tip

    To determine the application pool identity, open Internet Information Services Manager, and then choose Application Pools in the Connections pane.

See Also

Concepts

Configuring Microsoft Dynamics NAV Portal Framework
Configuring Microsoft Dynamics NAV Web Client by Modifying the Web.config File
Deploying the Microsoft Dynamics NAV Web Client
Deploying Microsoft Dynamics NAV Portal Framework