Microsoft Dynamics AX 2009 Administration


Microsoft Dynamics AX 2009 Administration
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  • 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
  • Includes carefully organized instructions along with screenshots that clearly display how to administer and configure your Dynamics AX environment with ease

 

Book Details

Language : English
Paperback : 396 pages [ 235mm x 191mm ]
Release Date : January 2011
ISBN : 1847197841
ISBN 13 : 9781847197849
Author(s) : Marco Carvalho
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise, Microsoft

Table of Contents

Preface
Chapter 1: System Planning and Hardware Sizing
Chapter 2: Setup and Configuration of the Base Server Components
Chapter 3: Setup and Configuration of the Enterprise Portal
Chapter 4: Setup and Configuration of the Role Centers
Chapter 5: Setting Up Kerberos Authentication
Chapter 6: Setup and Configuration of the Workflow
Chapter 7: Setup and Configuration of Application Integration Framework
Chapter 8: Data Migration
Chapter 9: Security and User Administration
Chapter 10: Alerts and Notifications
Chapter 11: Tuning Your Setup
Chapter 12: Backup and Maintenance
Appendix A: Appendix
Appendix B: Appendix
Index
  • Chapter 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
    • Chapter 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
      • Chapter 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
        • Chapter 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
          • Chapter 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
            • Chapter 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
              • Chapter 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
                • Chapter 8: Data Migration
                  • The data migration process
                  • Generating an Excel spreadsheet
                  • Importing data from an Excel spreadsheet
                  • Advanced data migration features
                  • Summary
                  • Chapter 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
                      • Specifying user permissions in Dynamics AX
                      • Using the Security Profiler tool
                      • Assigning employees to users
                      • Creating and setting up domains
                      • Setting up Record Level Security
                    • Setting user permissions for the Enterprise Portal
                    • Specifying user permissions for reports
                    • Setting user permissions for Analysis Cubes
                    • Summary
                    • Chapter 10: Alerts and Notifications
                      • Alerts prerequisites
                      • Alerts permissions setup
                      • Creating an alerts batch job
                        • Setting up an event alert batch job
                        • Setting up a due date alert batch job
                        • Setting up the Batch Processing Window interval
                      • Creating alert rules
                        • Alert example: Notification of when a purchase order status has changed
                      • Maintaining alerts
                        • Cleaning up event queues automatically
                        • Cleaning up event queues manually
                        • Preventing alerts during data import
                      • Setting up user alert options
                      • Summary
                      • Chapter 11: Tuning Your Setup
                        • Accessing the Application Object Server (AOS) configuration
                          • AOS configuration settings
                          • Advanced AOS configuration settings
                          • Creating an AOS Configuration: An example
                        • Tuning an AOS for best performance
                          • Non-load-balanced cluster
                          • Load-balanced cluster
                        • Accessing the client configuration
                          • Client configuration settings
                          • Advanced client configuration settings
                        • Summary
                        • Chapter 12: Backup and Maintenance
                          • Backup
                            • SQL Server backup
                            • Application file backup
                            • Role Centers and Enterprise Portal backup
                          • Re-indexing
                          • Consistency check
                          • Database synchronization
                          • Summary
                          • Appendix A: Appendix
                            • Setting up Global Search
                            • Creating a batch job
                            • Managing batch jobs
                              • View current batch jobs
                            • Common troubleshooting techniques
                              • When application modifications are not appearing
                              • How to troubleshoot AOS starting issues
                            • Appendix B: Appendix
                              • Enterprise Portal tips
                                • Multiple instances of an Enterprise Portal in a web server
                              • Common troubleshooting techniques
                                • Unable to install components when there are multiple environments
                                • Troubleshooting techniques for Enterprise Portal issues
                              • 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
                                • Creating a SharePoint Web Application
                                • Installing the Enterprise Portal content

                              Marco Carvalho

                              Marco Carvalho has over ten years experience in the software development and IT industry. He started working with Axapta in 2003 and has since been working exclusively developing and implementing solutions for Dynamics AX. Amongst other things, Marco along with Microsoft and various ISVs, has pioneered the integration of Dynamics AX with proprietary and third-party systems. He has also developed unique solutions that integrate Dynamics AX with Mobile and .NET technologies. Additionally, Marco enjoys educating organizations and training developers on Dynamics AX. He has held senior and management-level positions but serves as the CTO of Ingnomics Solutions, LLC an upcoming Microsoft VAR.

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                              Sample chapters

                              You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                              What you will learn from this book

                              • Master the components required to set up and configure Dynamics AX 2009 in your business and effectively manage your business data
                              • Understand the current hardware, software, and network infrastructure in which you will be implementing Microsoft Dynamics AX
                              • Maximize the stability and performance of your Dynamics AX environment
                              • Fully understand the base Dynamics AX 2009 components and their features to get your Dynamics AX environment up and running effectively
                              • Implement the Enterprise Portal, a web-based solution to access data from Dynamics AX and perform many functions such as Purchase Requisitions, Sales Orders, Customer lookups, and CRM
                              • Understand how to set up and configure the business intelligence and advanced reporting capabilities of your data by using the Role Centers in Dynamics AX
                              • Enhance the security of multiple services by ensuring that the Kerberos Authentication protocol is implemented in your Dynamics AX environment
                              • Learn the process of setting up and configuring workflow to fit the needs of a company that requires various workflow capabilities
                              • Discover how to use the Application Integration Framework to exchange data either synchronously or asynchronously between one system and another
                              • Manage, migrate, and convert your data in Dynamics AX
                              • Get a hold of the common user administration functions that are built into Dynamics AX, including setting up domains and importing users, permissions, profiles and company accounts
                              • Make critical, timely business decisions by fully understanding the Alerts and Notifications features that notify you when specific criteria have been met with your data
                              • Tweak and enhance Dynamics AX and its components for optimal performance
                              • Learn how to maintain the data integrity of Dynamics AX data and develop backup and recovery processes

                               

                              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.

                              Who this book is for

                              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.

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