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Microsoft Dynamics AX 2012 R2 Administration Cookbook

Book Description

Learning and understanding key administration tasks for Microsoft Dynamics AX is plain sailing with this cookbook. Packed with hands-on examples and full explanations, it’s the ideal tutorial for finally mastering the system.

  • Task-based examples for application and third-party interactions through the AIF

  • Step-by-step instructions for performing user and security management operations

  • Detailed instructions for performance and troubleshooting AX 2012

  • In Detail

    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.

    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.

    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.

    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.

    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.

    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.

    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.

    Table of Contents

    1. Microsoft Dynamics AX 2012 R2 Administration Cookbook
      1. Table of Contents
      2. Microsoft Dynamics AX 2012 R2 Administration Cookbook
      3. Credits
      4. About the Author
      5. About the Reviewers
      6. www.PacktPub.com
        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
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      8. 1. Managing Users in AX 2012
        1. Introduction
        2. Creating a new Dynamics AX user
          1. Getting ready
          2. How to do it…
          3. How it works…
            1. The login process
          4. There's more…
            1. Creating an employee
        3. Creating a Claims (flexible authentication) user
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
            1. Creating a Claims user
            2. Creating a Visual Studio application
            3. The result
        4. Importing users from the Active Directory
          1. Getting ready
          2. How to do it…
        5. Understanding the user request workflow
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. See also
        6. Defining user relations and basic roles in human resources
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Assigning roles to users
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more…
          5. See also
        8. Assigning profiles to users
          1. Getting ready
          2. How to do it...
          3. How it works...
        9. Managing users by PowerShell commands
          1. Getting ready
          2. How to do it...
          3. How this works…
          4. See also
        10. User groups, what happened?
          1. Getting ready
          2. How to do it...
          3. How it works…
      9. 2. Working with Licensing in AX 2012
        1. Introduction
        2. Adding a new license key
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Removing a license key
          5. See also
        3. Importing a license file
          1. Getting ready
          2. How to do it...
          3. How this works…
        4. Managing configuration keys
          1. Getting ready
          2. How to do it...
          3. How this works…
          4. There's more…
        5. Reporting your user license count to Microsoft
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Making the most out of your AX 2012 license
          1. Security roles
          2. Device and limited device access licenses
          3. How to do it…
          4. How it works...
          5. See also
      10. 3. Model Management
        1. Introduction
          1. When to transfer code as XPO
        2. Transferring an XPO
          1. Getting ready
          2. How to do it...
            1. Use the Client Configuration utility to select the server and layer
              1. Importing an XPO
          3. How it works...
          4. See also
        3. Installing an AX model
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Managing conflicts
          1. Getting ready
          2. How to do it...
            1. Installing the model
            2. Creating a conflict project
            3. Merging the code
            4. Finalizing the changes
          3. How it works...
        5. Uninstalling a model
          1. Getting ready
          2. How to do it...
          3. How it works...
        6. Exporting or importing a model store
          1. Getting ready
          2. How to do it...
            1. Importing the model store to UAT
          3. How it works...
          4. There's more...
          5. See also
        7. Refreshing an environment from live
          1. Getting ready
          2. How to do it...
            1. Reconfiguring UAT
          3. How it works...
        8. Applying a hotfix from Microsoft
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Slipstreaming
        9. Clearing application user caches and usage data
          1. Getting ready
          2. How to do it...
          3. How it works...
      11. 4. Setting Up and Managing the Application Object Server
        1. Introduction
        2. Installing an additional object server
          1. Getting ready
          2. How to do it...
            1. Installing the AOS instance
            2. Applying the required AOS updates
          3. How it works...
          4. There's more...
            1. Using the Dynamics AX 2012 Server Configuration utility
          5. See also
        3. Creating a server cluster
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Adding the new AOS to the Client Configuration utility
            2. Installing a load balance AOS
          5. See also
        4. Configuring an AOS instance as a batch server
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Scheduling the batch server
            2. Assigning specific batch groups
            3. Optimizing performance
        5. Draining users
          1. Getting ready
          2. How to do it...
          3. How it works...
        6. Taking an AOS offline
          1. Getting ready
          2. How to do it...
          3. How it works...
      12. 5. System Monitoring
        1. Introduction
          1. Determining what to monitor
        2. Setting up alerts for failed batch jobs
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        3. Monitoring workflow
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        4. Configuring database change tracking
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Configuring Dynamics AX SQL tracing
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Monitoring general environment health – SQL
        6. Setting up Dynamics AX and SQL server counters
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Configuring and running trace – the tracing cockpit
          1. Getting ready
          2. How to do it...
          3. How it works...
            1. Interpreting the results
          4. There's more...
      13. 6. Setting Up and Managing E-mails and Batch Processing
        1. Introduction
        2. Setting up e-mail parameters
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Configuring the e-mail templates
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Monitoring e-mails
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Setting up batch groups
          1. Getting ready
          2. How to do it...
          3. How it works...
        6. Mapping batch groups to batch servers
          1. Getting ready
          2. How to do it...
          3. How it works...
        7. Assigning a task to be performed as a batch task
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Query functions
      14. 7. Setting Up and Managing Alerts
        1. Introduction
        2. Using basic alerts setup
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Setting up alert e-mail templates
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Creating a change-based alert
          1. Getting ready
          2. How to do it...
          3. How it works...
        5. Creating a due-date-based alert
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Managing alert rules
          1. Getting ready
          2. How to do it...
            1. Creating a new alert rule
            2. Updating an alert rule
            3. Deleting an alert rule
          3. How it works...
          4. There's more...
        7. Cleaning up the notifications
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
      15. 8. Setting Up and Managing Legal Entities and Partitions
        1. Introduction
        2. Creating a partition
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        3. Connecting to the partition
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        4. Configuring the new partition
          1. Getting ready
          2. How to do it...
          3. How it works...
        5. Creating a new legal entity
          1. Getting ready
          2. How to do it...
          3. How it works...
        6. Placing the legal entity in the organizational hierarchy
          1. Getting ready
          2. How to do it...
          3. How it works...
        7. Other tasks after creating a legal entity
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      16. 9. Setting Up and Managing Workflow
        1. Introduction
        2. Setting up a workflow
          1. Getting ready
          2. How to do it...
            1. Creating the required batch groups
            2. Configuring system services accounts (workflow execution account)
            3. Running the workflow infrastructure configuration wizard
          3. How it works...
          4. See also
        3. Setting up organization-specific parameters
          1. Getting ready
          2. How to do it...
            1. Assigning an e-mail template for workflow alerts
            2. Creating work item queues
            3. Creating a work item queue group
          3. How it works...
          4. See also
        4. Administering and troubleshooting workflows
          1. Getting ready
          2. How to do it...
            1. Moving the workflow host to a different AOS
            2. Recalling (cancelling) a workflow
            3. Investigating why a workflow hasn't progressed
            4. Restarting a workflow after an error has been resolved
          3. How it works...
        5. Setting up delegation
          1. Getting ready
          2. How to do it...
          3. How it works...
      17. 10. Setting Up and Managing Security
        1. Introduction
          1. The link between security and licensing
        2. Manually assigning users to roles
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Dynamically assigning users to roles
          1. Getting ready
          2. How to do it...
          3. How it works…
        4. Creating a model for security
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Creating a project from a model
            2. Removing a change to a security key
        5. Creating a new security role
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Adding duties and privileges to a role
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Overriding role permissions
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. How do we know what the control is called?
        8. Setting up record-level security
          1. Getting ready
          2. How to do it...
          3. How it works...
        9. Maintaining date-effective policies
          1. Getting ready
          2. How to do it...
          3. How it works...
        10. Segregation of duties and mitigating risk
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Verifying compliance
      18. 11. Setting Up and Managing Reports and BI
        1. Introduction
          1. Configuring report servers
        2. Adjusting a report server's configuration
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        3. Setting up report deployment settings
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        4. Deploying reports
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Common warnings and errors
        5. Creating Cue definitions
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Adding a Cue group
          1. Getting ready
          2. How to do it...
          3. How it works...
        7. Adding Cues
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        8. Editing quick links
          1. How to do it...
          2. How it works...
        9. Configuring Analysis Services
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Inspecting data within a cube
          5. See also
            1. Prerequisites
            2. Other useful links
      19. 12. Setting Up and Managing the Application Integration Framework
        1. Introduction
        2. Installing web services on IIS
          1. Getting ready
          2. How to do it...
            1. Confirming that AX has been configured correctly
          3. How it works...
          4. See also
        3. Creating an enhanced inbound port
          1. Getting ready
          2. How to do it...
            1. Processing options
            2. Processing options for transformation and value mapping
            3. How it works...
            4. There's more...
              1. The filesystem adapter
              2. Value mapping
            5. See also
          3. Activating and deactivating ports
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. See also
          4. Deploying a service group
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          5. Creating an outbound port
            1. Getting ready
            2. How to do it...
            3. How it works...
          6. Managing transforms
            1. Getting ready
            2. How to do it...
            3. How it works...
          7. Monitoring and troubleshooting within AIF
            1. Batch routines
            2. Getting ready
            3. How to do it...
              1. Queue manager
              2. Queue entries at error status
              3. Queue entries at MalformedXML status
              4. Exception log
            4. See also
      20. 13. General Performance-related Tasks
        1. Introduction
          1. Processing clean-up routines
        2. Cleaning up the general ledger data
          1. How to do it...
          2. How it works...
        3. Cleaning up the procurement and sourcing data
          1. How to do it...
          2. How it works...
        4. Cleaning up the sales and marketing data
          1. How to do it...
            1. Sales and marketing – delete orders
          2. How it works...
        5. Cleaning up the inventory and warehouse management data
          1. The stock journals cleanup
          2. Stock and warehouse management – the stock dimensions cleanup
          3. How to do it...
            1. Stock and warehouse management – stock dimensions clean-up
          4. How it works...
            1. Stock and warehouse management – the stock journals cleanup
            2. Stock and warehouse management – the stock dimension cleanup
        6. Cleaning up the old calendar dates
          1. How to do it...
          2. How it works...
          3. There's more…
        7. Cleaning up notifications
          1. Getting ready
          2. How to do it...
          3. How it works...
        8. Reindexing tables or the whole database
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Table and index options
              1. Enable fill factor and pad index
              2. Enable sort in TempDB
          5. See also
        9. Compressing the database tables
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        10. Synchronizing the database
          1. Getting ready
          2. How to do it...
            1. Synchronize the database
          3. How it works...
          4. There's more...
        11. Truncating a table
          1. Getting ready
          2. How to do it...
          3. How it works...
        12. Running a consistency check
          1. Getting ready
          2. How to do it...
          3. How it works...
        13. Optimizing the model store
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
      21. A. Further Reading
        1. Licensing
        2. Evolution of layers to models
          1. Layers
          2. Models
        3. Deployment lifecycle
          1. Element IDs
          2. Environments
          3. The process
        4. System monitoring – determining what to monitor
          1. The hardware and network Infrastructure
          2. Dynamics AX 2012 server environment monitoring
            1. Dynamics AX 2012
              1. Batch framework
              2. Workflow
              3. Application integration framework
            2. Microsoft SQL Server
          3. What to monitor?
      22. Index