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Microsoft Dynamics AX 2009 Administration

Book Description

A practical and efficient approach to planning, installing and configuring your Dynamics AX 2009 environment.

  • Effectively consolidate and standardize processes across your organization with a centralized source for a variety of business needs

  • Discover how to effectively plan and implement Dynamics AX 2009 in your business and fully grasp the necessary hardware, network, and software requirements to do so

  • Understand the varied components that make up your Dynamics AX environment, including the role of base server components, how to implement the Enterprise Portal and Role Centers for web browser access to Dynamics AX, and the various workflow capabilities required to fit the needs of your company

  • Get to grips with Dynamics AX data components and understand when and how to exchange data synchronously or asynchronously and migrate data

  • Get to grips with Dynamics AX data components and understand when and how to exchange data synchronously or asynchronously and migrate data

  • In Detail

    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.

    Successfully set up and configure Dynamics AX 2009 into your business and effectively manage your business data with only basic knowledge of Dynamics AX and Windows Server administration required

    Table of Contents

    1. Microsoft Dynamics AX 2009 Administration
    2. Credits
    3. About the Author
    4. About the Reviewers
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    6. Preface
      1. Who this book is for
      2. What this book covers
      3. What you need for this book
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Errata
        2. Piracy
        3. Questions
    7. 1. System Planning and Hardware Sizing
      1. Phases of a Dynamics AX implementation
        1. Modeling phase
        2. Development, testing, and training
        3. Production (Go live)
        4. Planning phase
        5. Delegation phase
      2. Hardware planning
        1. Virtualization
        2. Database sizing
        3. Application Object Server requirements
        4. Application file server requirements
        5. Web server requirements
      3. Network planning
        1. Domain Controller setup
      4. Software planning
        1. Database software
        2. Software integration
        3. Single server topology
        4. Small-scale topology
        5. Large-scale topology
        6. Large-scale distribution topology
        7. Intranet and extranet topologies
        8. Permission requirements
      5. Miscellaneous implementation tasks
      6. Summary
    8. 2. Setup and Configuration of the Base Server Components
      1. Installing the Dynamics AX database
        1. Manually installing and setting up the Dynamics AX database
      2. Installing the Dynamics AX Application files
      3. Installing the Application Object Server (AOS)
      4. Installing the Dynamics AX Client
      5. Dynamics AX Initialization checklist
      6. Summary
    9. 3. Setup and Configuration of the Enterprise Portal
      1. Installation and configuration of the Enterprise Portal
        1. Creating the Enterprise Portal SharePoint Application
          1. Creating the Business Connector proxy user
        2. Installing the Enterprise Portal
          1. Verifying the Enterprise Portal installation
      2. Setting up an Enterprise Portal in a Load Balanced web farm
        1. Deploying the Enterprise Portal in a SharePoint NLB web farm
      3. Additional resources for the Enterprise Portal
      4. Summary
    10. 4. Setup and Configuration of the Role Centers
      1. Installation and setup of Role Centers
      2. Installation and setup of Analysis extensions
      3. Installation and setup of Reporting extensions
        1. Deploying reports using the Report Deployment utility
      4. Dynamics AX SQL Server Reporting Services setup
      5. Assigning Role Centers
      6. Summary
    11. 5. Setting Up Kerberos Authentication
      1. Setting up Kerberos authentication for Role Centers
      2. Configuring Service Principal Names
      3. Configuring the Domain Controller for Kerberos authentication
        1. Raising the domain functional level
        2. Verifying account delegation
      4. Configuring SharePoint for Kerberos authentication
      5. Configuring SQL Reporting Services for Kerberos authentication
      6. Configuring SQL Analysis Services for Kerberos authentication
        1. Setting SQL Report Services connection string
      7. Setting up Office Data Connection (ODC) files
      8. Setting up Component Services
      9. Configuring Internet Information Services for Kerberos authentication
      10. Summary
    12. 6. Setup and Configuration of the Workflow
      1. Workflow prerequisites
        1. Workflow accounts setup
      2. Installing Workflow
        1. Creating a website for Workflow
        2. Installing the Workflow component
        3. Enabling Workflow in Windows Server 2008 R2
      3. Setting up Workflow
        1. Workflow configuration prerequisites
          1. Creating a dedicated Workflow batch group
          2. Setting up the AOS as a batch server
      4. Configuring Workflow
        1. Running the Workflow infrastructure configuration wizard
          1. Specifying Workflow settings
      5. Testing Workflow
      6. Summary
    13. 7. Setup and Configuration of Application Integration Framework
      1. Configuring AIF in Dynamics AX
        1. Specifying global settings
        2. Specifying local endpoints
      2. Setting up AIF to use a filesystem adapter
        1. Specifying channels
        2. Specifying external endpoints
      3. Managing and troubleshooting AIF document exchanges
        1. Managing AIF document exchanges
        2. Methods for troubleshooting
      4. Setting up AIF to use web services
        1. Creating an AIF website
        2. Installing the AIF web service extension
        3. Creating and configuring an AIF website
          1. Applying appropriate permissions
          2. Specifying an AIF website
          3. Generating an AIF web service
          4. Specifying the authentication method for an AIF web service
          5. Accessing the AIF web service
      5. Summary
    14. 8. Data Migration
      1. The data migration process
      2. Generating an Excel spreadsheet
      3. Importing data from an Excel spreadsheet
      4. Advanced data migration features
      5. Summary
    15. 9. Security and User Administration
      1. Security requirements
        1. Security requirements for the base server components
        2. Security requirements for the extended server components
        3. Security requirements for integration components
      2. Dynamics AX security model
      3. Setting up user access in Dynamics AX
        1. Importing users into Dynamics AX
        2. Specifying user permissions in Dynamics AX
        3. Using the Security Profiler tool
        4. Assigning employees to users
        5. Creating and setting up domains
        6. Setting up Record Level Security
      4. Setting user permissions for the Enterprise Portal
      5. Specifying user permissions for reports
      6. Setting user permissions for Analysis Cubes
      7. Summary
    16. 10. Alerts and Notifications
      1. Alerts prerequisites
      2. Alerts permissions setup
      3. Creating an alerts batch job
        1. Setting up an event alert batch job
        2. Setting up a due date alert batch job
        3. Setting up the Batch Processing Window interval
      4. Creating alert rules
        1. Alert example: Notification of when a purchase order status has changed
      5. Maintaining alerts
        1. Cleaning up event queues automatically
        2. Cleaning up event queues manually
        3. Preventing alerts during data import
      6. Setting up user alert options
      7. Summary
    17. 11. Tuning Your Setup
      1. Accessing the Application Object Server (AOS) configuration
        1. AOS configuration settings
        2. Advanced AOS configuration settings
        3. Creating an AOS Configuration: An example
      2. Tuning an AOS for best performance
        1. Non-load-balanced cluster
        2. Load-balanced cluster
      3. Accessing the client configuration
        1. Client configuration settings
        2. Advanced client configuration settings
      4. Summary
    18. 12. Backup and Maintenance
      1. Backup
        1. SQL Server backup´╗┐
        2. Application file backup
        3. Role Centers and Enterprise Portal backup
      2. Re-indexing
      3. Consistency check
      4. Database synchronization
      5. Summary
    19. A. Appendix
      1. Setting up Global Search
      2. Creating a batch job
      3. Managing batch jobs
        1. View current batch jobs
      4. Common troubleshooting techniques
        1. When application modifications are not appearing
        2. How to troubleshoot AOS starting issues
    20. B. Appendix
      1. Enterprise Portal tips
        1. Multiple instances of an Enterprise Portal in a web server
      2. Common troubleshooting techniques
        1. Unable to install components when there are multiple environments
        2. Troubleshooting techniques for Enterprise Portal issues
      3. Modifying Component Services properties in Windows Server 2008 R2
      4. How to install Analysis Extensions on SQL Server Analysis Services 2008 and 2008 R2
      5. How to automatically process SQL Server Analysis Services Cubes
      6. Setting up the Enterprise Portal in SharePoint 2010
        1. Creating a SharePoint Web Application
        2. Installing the Enterprise Portal content