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.

Related Content you might be interested in

Current Title:

Small book image
Microsoft Dynamics AX 2009 Administration
Marco Carvalho | Marco Carvalho
Jan, 2011 | 396 pages
No titles found
Table of Contents (20 chapters)
Microsoft Dynamics AX 2009 Administration
Microsoft Dynamics AX 2009 Administration
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
System Planning and Hardware Sizing
System Planning and Hardware Sizing
Phases of a Dynamics AX implementation
Hardware planning
Network planning
Software planning
Miscellaneous implementation tasks
Summary
2
Setup and Configuration of the Base Server Components
Setup and Configuration of the Base Server Components
Installing the Dynamics AX database
Installing the Dynamics AX Application files
Installing the Application Object Server (AOS)
Installing the Dynamics AX Client
Dynamics AX Initialization checklist
Summary
3
Setup and Configuration of the Enterprise Portal
Setup and Configuration of the Enterprise Portal
Installation and configuration of the Enterprise Portal
Setting up an Enterprise Portal in a Load Balanced web farm
Additional resources for the Enterprise Portal
Summary
4
Setup and Configuration of the Role Centers
Setup and Configuration of the Role Centers
Installation and setup of Role Centers
Installation and setup of Analysis extensions
Installation and setup of Reporting extensions
Dynamics AX SQL Server Reporting Services setup
Assigning Role Centers
Summary
5
Setting Up Kerberos Authentication
Setting Up Kerberos Authentication
Setting up Kerberos authentication for Role Centers
Configuring Service Principal Names
Configuring the Domain Controller for Kerberos authentication
Configuring SharePoint for Kerberos authentication
Configuring SQL Reporting Services for Kerberos authentication
Configuring SQL Analysis Services for Kerberos authentication
Setting up Office Data Connection (ODC) files
Setting up Component Services
Configuring Internet Information Services for Kerberos authentication
Summary
6
Setup and Configuration of the Workflow
Setup and Configuration of the Workflow
Workflow prerequisites
Installing Workflow
Setting up Workflow
Configuring Workflow
Testing Workflow
Summary
7
Setup and Configuration of Application Integration Framework
Setup and Configuration of Application Integration Framework
Configuring AIF in Dynamics AX
Setting up AIF to use a filesystem adapter
Managing and troubleshooting AIF document exchanges
Setting up AIF to use web services
Summary
8
Data Migration
Data Migration
The data migration process
Generating an Excel spreadsheet
Importing data from an Excel spreadsheet
Advanced data migration features
Summary
9
Security and User Administration
Security and User Administration
Security requirements
Dynamics AX security model
Setting up user access in Dynamics AX
Setting user permissions for the Enterprise Portal
Specifying user permissions for reports
Setting user permissions for Analysis Cubes
Summary
10
Alerts and Notifications
Alerts and Notifications
Alerts prerequisites
Alerts permissions setup
Creating an alerts batch job
Creating alert rules
Maintaining alerts
Setting up user alert options
Summary
11
Tuning Your Setup
Tuning Your Setup
Accessing the Application Object Server (AOS) configuration
Tuning an AOS for best performance
Accessing the client configuration
Summary
12
Backup and Maintenance
Backup and Maintenance
Backup
Re-indexing
Consistency check
Database synchronization
Summary
Appendix
Appendix
Setting up Global Search
Creating a batch job
Managing batch jobs
Common troubleshooting techniques
Appendix
Appendix
Enterprise Portal tips
Common troubleshooting techniques
Modifying Component Services properties in Windows Server 2008 R2
How to install Analysis Extensions on SQL Server Analysis Services 2008 and 2008 R2
How to automatically process SQL Server Analysis Services Cubes
Setting up the Enterprise Portal in SharePoint 2010

Enterprise Portal tips

The following section contains additional methods and techniques for setting up and configuring the Enterprise Portal.

Multiple instances of an Enterprise Portal in a web server

When there are multiple Dynamics AX environments set up, it would be convenient and sensible to also have a separate Enterprise Portal site for each environment. By default, this is not possible. Fortunately, with some minor modifications, you can achieve this. Prior knowledge on how to install and setup a single Enterprise Portal site is required. The following steps provide the process for setting up multiple Enterprise Portal environments on the same server. Each step must be repeated for each individual Enterprise Portal site.

  1. 1. Open the web.config file for the Enterprise Portal site in a text editor, such as Notepad. This is found in the root folder of the Enterprise Portal site.

  2. 2. After the <configSections> tag, add the following text:

    <sectionGroup name="Microsoft.Dynamics">
<section name="Session" type="System.Configuration.SingleTagSectionHandler, System, Version=1.0.5000.0, Culture=neutral,PublicKeyToken=b77a5c561934e089" />
</sectionGroup>

  3. 3. After the </system.web> tag, add the following text and replace the Configuration tag's location to point to the appropriate AOS client configuration file location. This configuration file will be used to determine what AOS to connect to:

    <Microsoft.Dynamics>
<Session Timeout="15" Configuration="C:\ConfigFiles\DEV_AOS_Config.axc" />
</Microsoft.Dynamics>

  4. 4. Restart the Internet Information Services (IIS) web server by running iisreset in the Windows Command Prompt to apply the changes.

Previous Section
End of Section
Next Section