Microsoft Dynamics AX 2009 Administration

Marco Carvalho

• Publisher: Packt Publishing
• Year: 2011
• eBook ISBN: 9781847197849
• Edition: 1
• Topic: Computer Science
• Subtopic: Business Intelligence
• Index: Computer Science

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

Approach

A practical tutorial, this book shows you how to set up and configure Dynamics AX 2009 and then how to improve and maintain its performance with clear step-by-step instructions, enabling Dynamics AX to fit your company's needs.

If you are a network administrator or IT personnel charged with setting up and configuring Dynamics AX 2009 in your company, then this book is for you. A basic knowledge of Dynamics AX 2009 and general Windows Server Administration is required and familiarity with maintaining a SQL Server database server. Additionally, if you are a VAR tasked with implementing Dynamics AX into companies, then this book will provide you with a good overview and details of the whole Dynamics AX 2009 system.

Microsoft Dynamics AX 2009 Administration

---

Table of Contents

Microsoft Dynamics AX 2009 Administration

Credits

About the Author

About the Reviewers

www.PacktPub.com

Support files, eBooks, discount offers and more

Why Subscribe?

Free Access for Packt account holders

Instant Updates on New Packt Books

Preface

Who this book is for

What this book covers

What you need for this book

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. System Planning and Hardware Sizing

Phases of a Dynamics AX implementation

Modeling phase

Development, testing, and training

Production (Go live)

Planning phase

Delegation phase

Hardware planning

Virtualization

Database sizing

Application Object Server requirements

Application file server requirements

Web server requirements

Network planning

Domain Controller setup

Software planning

Database software

Software integration

Single server topology

Small-scale topology

Large-scale topology

Large-scale distribution topology

Intranet and extranet topologies

Permission requirements

Miscellaneous implementation tasks

Summary

2. Setup and Configuration of the Base Server Components

Installing the Dynamics AX database

Manually installing and setting up 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

Installation and configuration of the Enterprise Portal

Creating the Enterprise Portal SharePoint Application

Creating the Business Connector proxy user

Installing the Enterprise Portal

Verifying the Enterprise Portal installation

Setting up an Enterprise Portal in a Load Balanced web farm

Deploying the Enterprise Portal in a SharePoint NLB web farm

Additional resources for the Enterprise Portal

Summary

4. 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

Deploying reports using the Report Deployment utility

Dynamics AX SQL Server Reporting Services setup

Assigning Role Centers

Summary

5. Setting Up Kerberos Authentication

Setting up Kerberos authentication for Role Centers

Configuring Service Principal Names

Configuring the Domain Controller for Kerberos authentication

Raising the domain functional level

Verifying account delegation

Configuring SharePoint for Kerberos authentication

Configuring SQL Reporting Services for Kerberos authentication

Configuring SQL Analysis Services for Kerberos authentication

Setting SQL Report Services connection string

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

Workflow prerequisites

Workflow accounts setup

Installing Workflow

Creating a website for Workflow

Installing the Workflow component

Enabling Workflow in Windows Server 2008 R2

Setting up Workflow

Workflow configuration prerequisites

Creating a dedicated Workflow batch group

Setting up the AOS as a batch server

Configuring Workflow

Running the Workflow infrastructure configuration wizard

Specifying Workflow settings

Testing Workflow

Summary

7. Setup and Configuration of Application Integration Framework

Configuring AIF in Dynamics AX

Specifying global settings

Specifying local endpoints

Setting up AIF to use a filesystem adapter

Specifying channels

Specifying external endpoints

Managing and troubleshooting AIF document exchanges

Managing AIF document exchanges

Methods for troubleshooting

Setting up AIF to use web services

Creating an AIF website

Installing the AIF web service extension

Creating and configuring an AIF website

Applying appropriate permissions

Specifying an AIF website

Generating an AIF web service

Specifying the authentication method for an AIF web service

Accessing the AIF web service

Summary

8. 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 requirements

Security requirements for the base server components

Security requirements for the extended server components

Security requirements for integration components

Dynamics AX security model

Setting up user access in Dynamics AX

Importing users into Dynamics AX

...

Table of contents

• Microsoft Dynamics AX 2009 Administration