Book Image

Microsoft Dynamics AX 2009 Administration

By : Marco Carvalho , Marco Carvalho
Book Image

Microsoft Dynamics AX 2009 Administration

By: Marco Carvalho , Marco Carvalho

Overview of this book

Microsoft Dynamics AX 2009 is an advanced Enterprise Resource Planning system, essentially a comprehensive business management solution, designed for midsize and large organizations. Dynamics AX provides a centralized source for business data and enables you to consolidate and standardize your business processes, helping to improve productivity and provide visibility across your organization, for a variety of business needs.This book will enable you to successfully set up and configure Dynamics AX 2009 in your business with clear, practical, step-by-step demonstrations. You will learn how to plan and implement Dynamics AX 2009 efficiently, how to manage the Enterprise Portal, Role Centers, Kerberos Authentication, Workflow, Application Integration Framework (AIF), and much more! Each chapter of the book explores the different aspects of administring and configuring Dynamics AX 2009 to fit any company's needs.The book begins by introducing you to the important process of planning and implementing Dynamics AX 2009, providing the basic components to get you started with your Dynamics AX environment. It then dives deep into the installation of the multi component server of Dynamics AX and how to get it up and running efficiently, specifically the Base Server Components, Enterprise Portal, Role Centers, Kerberos Authentication, Workflow, and the Application Integration Framework (AIF).Other content includes the process of importing data into your Dynamics AX 2009 instance, common user administration functions, and Alerts and Notifications.Finally, the book considers how to enhance your Dynamics AX environment after it has been installed and it is being utilized, from tuning your system to work more efficiently to backing up and maintaining Dynamics AX to make sure you are prepared for worst-case scenarios, enabling you to keep Dynamics AX 2009 functioning at its best.By following the clear and practical steps found in the book, you will successfully master how to administer and configure Dynamics AX 2009 into your company.
Table of Contents (20 chapters)
Microsoft Dynamics AX 2009 Administration
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface

Assigning Role Centers


Now that Analysis extensions and Reporting extensions are installed and configured, we can proceed to assign users to actual Role Centers. Within Dynamics AX, Role Centers are also referred to as User profiles. In fact, the form to assign Role Centers is in the User profiles form. To assign and understand the various options for assigning users to Role Centers, follow the steps outlined here:

  1. 1. To assign a Role Center to users, load the User profile form located in Administration | Setup | User profiles.

  2. 2. Let’s assign several users to the Accountant profile. To do this, select the Accountant profile and click on the Bulk Add Users button.

  3. 3. Select which users to assign to the Accountant profile. If the users are already organized in a Dynamics AX group (for example, an Accountant group), select the group in the Filter by Group drop-down to easily filter by user group. There is also an option to specify which company the profile will be active on. This is present because...