Book Image

Microsoft Dynamics AX 2012 R2 Administration Cookbook

By : Simon Buxton
Book Image

Microsoft Dynamics AX 2012 R2 Administration Cookbook

By: Simon Buxton

Overview of this book

<p>Microsoft Dynamic is a powerful ERP solution for global enterprises to support industry-specific and various operational business processes. This single solution enhances various aspects of manufacturing, retail, service, and public sector industries. Due to its intriguing capabilities such as finance and supply chain management, business intelligence and reporting, and project management, it is one of the most widely used solutions, having been adopted by many organizations across the globe. If you are one of those who help organizations in administering this unique solution, this book should be in the tool belt of any AX developer to ensure compliance and simplify the ongoing management of the system.</p> <p>Providing administrators who are involved in system administration and management with clear guidance on many administration tasks, this book is packed with systematic instructions of hands-on examples and in-depth explanations Even for experienced users, this book will serve as a great source of reference by providing new ways of working with Microsoft Dynamic through the book's easy-to-follow approach.</p> <p>This hands-on guide looks at key administration tasks, explaining not only how each task is performed, but also why. You will be provided with practical guidance that will allow you to safely take advantage of the advanced technology in Dynamics AX 2012 in order to simplify and automate the ongoing management while maintaining compliance.</p> <p>This practical book simplifies user management operations by automating the tasks of hiring new people—joining up HR and security roles through organizational hierarchies. In-depth explanations teach you about AX licensing and how to make the most of your license.</p> <p>Management of models and the model store (including installing hotfixes and addons), as well as details of how they work are provided, along with practical guidance on the procedures required to reduce risk and downtime.</p> <p>This book guides you through the key tasks in reporting and BI through in-depth knowledge of the Batch Framework and Alerting. Finally, important tasks in performance, system monitoring, and troubleshooting are provided with in-depth guidance and further reading.</p> <p>With this comprehensive guide, you will be armed with all the tools and instructions you need to both manage the system and make better decisions as your company’s requirements evolve.</p>

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Microsoft Dynamics AX 2012 R2 Administration Cookbook
Simon Buxton
Nov, 2013 | 378 pages
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Table of Contents (21 chapters)
Microsoft Dynamics AX 2012 R2 Administration Cookbook
Microsoft Dynamics AX 2012 R2 Administration Cookbook
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Managing Users in AX 2012
Managing Users in AX 2012
Introduction
Creating a new Dynamics AX user
Creating a Claims (flexible authentication) user
Importing users from the Active Directory
Understanding the user request workflow
Defining user relations and basic roles in human resources
Assigning roles to users
Assigning profiles to users
Managing users by PowerShell commands
User groups, what happened?
2
Working with Licensing in AX 2012
Working with Licensing in AX 2012
Introduction
Adding a new license key
Importing a license file
Managing configuration keys
Reporting your user license count to Microsoft
Making the most out of your AX 2012 license
3
Model Management
Model Management
Introduction
Transferring an XPO
Installing an AX model
Managing conflicts
Uninstalling a model
Exporting or importing a model store
Refreshing an environment from live
Applying a hotfix from Microsoft
Clearing application user caches and usage data
4
Setting Up and Managing the Application Object Server
Setting Up and Managing the Application Object Server
Introduction
Installing an additional object server
Creating a server cluster
Configuring an AOS instance as a batch server
Draining users
Taking an AOS offline
5
System Monitoring
System Monitoring
Introduction
Setting up alerts for failed batch jobs
Monitoring workflow
Configuring database change tracking
Configuring Dynamics AX SQL tracing
Setting up Dynamics AX and SQL server counters
Configuring and running trace – the tracing cockpit
6
Setting Up and Managing E-mails and Batch Processing
Setting Up and Managing E-mails and Batch Processing
Introduction
Setting up e-mail parameters
Configuring the e-mail templates
Monitoring e-mails
Setting up batch groups
Mapping batch groups to batch servers
Assigning a task to be performed as a batch task
7
Setting Up and Managing Alerts
Setting Up and Managing Alerts
Introduction
Using basic alerts setup
Setting up alert e-mail templates
Creating a change-based alert
Creating a due-date-based alert
Managing alert rules
Cleaning up the notifications
8
Setting Up and Managing Legal Entities and Partitions
Setting Up and Managing Legal Entities and Partitions
Introduction
Creating a partition
Connecting to the partition
Configuring the new partition
Creating a new legal entity
Placing the legal entity in the organizational hierarchy
Other tasks after creating a legal entity
9
Setting Up and Managing Workflow
Setting Up and Managing Workflow
Introduction
Setting up a workflow
Setting up organization-specific parameters
Administering and troubleshooting workflows
Setting up delegation
10
Setting Up and Managing Security
Setting Up and Managing Security
Introduction
Manually assigning users to roles
Dynamically assigning users to roles
Creating a model for security
Creating a new security role
Adding duties and privileges to a role
Overriding role permissions
Setting up record-level security
Maintaining date-effective policies
Segregation of duties and mitigating risk
11
Setting Up and Managing Reports and BI
Setting Up and Managing Reports and BI
Introduction
Adjusting a report server's configuration
Setting up report deployment settings
Deploying reports
Creating Cue definitions
Adding a Cue group
Adding Cues
Editing quick links
Configuring Analysis Services
12
Setting Up and Managing the Application Integration Framework
Setting Up and Managing the Application Integration Framework
Introduction
Installing web services on IIS
Creating an enhanced inbound port
13
General Performance-related Tasks
General Performance-related Tasks
Introduction
Cleaning up the general ledger data
Cleaning up the procurement and sourcing data
Cleaning up the sales and marketing data
Cleaning up the inventory and warehouse management data
Cleaning up the old calendar dates
Cleaning up notifications
Reindexing tables or the whole database
Compressing the database tables
Synchronizing the database
Truncating a table
Running a consistency check
Optimizing the model store
Further Reading
Further Reading
Licensing
Evolution of layers to models
Deployment lifecycle
System monitoring – determining what to monitor
Index
Index

About the Reviewers

Andrew Birch started his career initially in network infrastructure engineering and then moved on to analysis and design for software development. With over 15 years of experience in the technology industry and 10 years working with Microsoft Dynamics AX, he has become a leading proponent of Dynamics AX in Europe, speaking at a number of Microsoft events and wining top industry awards for the projects led by him.

Andrew currently runs Binary Consultants with some of the most experienced, brightest, and creative Microsoft Dynamics AX and Microsoft .NET professionals in the world. Andrew is the Lead Solution Architect for Binary, which has offices in four countries and is heavily involved in the creation and implementation of Microsoft Dynamics AX solutions for Binary's clients.

In March 2013, Andrew's co-authored book Implementing Microsoft Dynamics AX 2012 with Sure Step 2012 was published.

I would like to thank all our clients from Binary for providing the challenges that fuel the culture of innovation and development within our team and allow us to constantly strive to excel in all we do.

Janet E Blake was introduced to Axapta in 2006 by a friend who promised her that she would never get bored, and kept that promise. Now, as part of the team, she is is a Technical Solution Architect at mcaConnect, LLC. She has two degrees from the New York University and spends her free time blogging, searching for AX books, and pondering over her next certification.

Mohit Rajvanshy has spent nearly 10 years working on Microsoft Dynamics AX. He started his career working with Microsoft Axapta 3.0 in 2004 and since then has continued with his professional journey by working with various Microsoft Dynamics AX releases. Mohit worked as a technical lead and developer, delivering various customization, upgrades, and integration projects in Microsoft Dynamics AX. He is certified in Microsoft Dynamics AX 4.0 and AX 2012. His profile is available at https://www.mcpvirtualbusinesscard.com/VBCServer/mohit.rajvanshy/profile.

Currently, Mohit is working for Avanade Inc. and based out in Seattle, USA. Avanade is Microsoft's largest Dynamics AX delivery partner.

Mohit has a passion for photography (http://www.flickr.com/photos/mohitrajvanshy/) and likes to travel. Mohit also contributes to the Microsoft Dynamics Community via his blog that is available at http://daxer-dynamicsax.blogspot.com/.

Martin Winkler has over 10 years of experience with Microsoft Dynamics AX. After receiving his Master's degree in Mathematical Computer Sciences at Vienna University of Technology, he gained experience as a web technology consultant at Capgemini and later as a BI consultant at a consulting company specializing in CFO-targeted services.

In 2003, Martin Winkler joined a newly founded company that specialized in Microsoft Dynamics AX services. Starting as a developer and then as Head of IT, he finally became Head of Development, leading a team of up to 10 developers from 2007 onwards. In 2008, the company was merged with FWI, making it the largest Dynamics AX partner in Austria. Additionally, he built a team of AX performance experts.

While staying with development, he mostly worked as Technical Lead Consultant for Microsoft Dynamics AX for several corporate customers with implementations in Europe, Middle East, North Africa, and North America, with up to 1000 users. He also carried out numerous projects in the areas of Dynamics AX performance and Microsoft BI.

Together with two long-term colleagues, Martin Winkler founded his own company in 2013, Semantax Business Consulting GmbH (www.semantax.at). This company specializes in services and products based on Microsoft Dynamics AX in the areas of solution architecture (both on technical and business side), finance, cost accounting, and budgeting. The question this company asks its customers is "Already controlling, or still only posting?"

Over the last decade, Martin Winkler has met the author of the book at several technical conferences on Microsoft Dynamics AX. He was impressed not only with the author's in-depth technical knowledge, but also with his understanding of the business and process side of the ERP industry. He was honored to be asked to review this book.

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