Configuring Microsoft SQL Server for direct access

To enable a direct connection to SQL Server tables through Analytics server profiles, you must configure the SQL Server instance, AX Server or the AX Engine Node, and Analytics to support the connection.

Database server

The SQL Server administrator must do the following:

  • grant the appropriate users or roles rights to access the database
  • grant the appropriate users or roles SELECT rights to the tables they are permitted to acces

AX Server or AX Engine Node

Create an ODBC System DSN connection to the SQL Server database using either SQL Server authentication or Windows Authentication.

Analytics

The end user or Analytics Exchange administrator must:

  • configure a server profile with the correct information to connect to AX Server
  • set up a database profile

Server profile

When AX Client is installed, a server profile called Analytics Exchange is created and is configured to connect to AX Server. If AX Client is not installed, you must create the server profile manually.

Note

The server profile is called AuditExchange in version 4.0.

Database profile information

Note

If you are using SQL Server authentication, enter a valid SQL Server credentials that have rights to access the database. If you are using Windows Authentication to connect to the database, the credentials entered here are not used but cannot be blank.

  • Server Profile the server profile used to connect to AX Server
  • Type SQLServer
  • User ID the user account used to connect to the database
  • Password the password used to connect to the database. To avoid saving the password in the profile and enter the password at each connection, leave this blank
  • Service Name the ODBC data source name (DSN) on AX Server

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Analytics Exchange 14.1 Server Admin Guide