Microsoft Dynamics AX 2012 R2 Administration Cookbook

Microsoft Dynamics AX 2012 R2 Administration Cookbook
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Table of Contents
Sample Chapters
  • 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

Book Details

Language : English
Paperback : 378 pages [ 235mm x 191mm ]
Release Date : November 2013
ISBN : 1849688060
ISBN 13 : 9781849688062
Author(s) : Simon Buxton
Topics and Technologies : All Books, Cookbooks, Enterprise

Table of Contents

Chapter 1: Managing Users in AX 2012
Chapter 2: Working with Licensing in AX 2012
Chapter 3: Model Management
Chapter 4: Setting Up and Managing the Application Object Server
Chapter 5: System Monitoring
Chapter 6: Setting Up and Managing E-mails and Batch Processing
Chapter 7: Setting Up and Managing Alerts
Chapter 8: Setting Up and Managing Legal Entities and Partitions
Chapter 9: Setting Up and Managing Workflow
Chapter 10: Setting Up and Managing Security
Chapter 11: Setting Up and Managing Reports and BI
Chapter 12: Setting Up and Managing the Application Integration Framework
Chapter 13: General Performance-related Tasks
Appendix: Further Reading
  • Chapter 1: Managing Users in AX 2012
    • Introduction
    • Creating a new Dynamics AX user
    • Creating a Claims (flexible authentication) user
    • Importing users from the Active Directory
    • Understanding the user request workflow
    • Defining user relations and basic roles in human resources
    • Assigning roles to users
    • Assigning profiles to users
    • Managing users by PowerShell commands
    • User groups, what happened?
  • Chapter 2: Working with Licensing in AX 2012
    • Introduction
    • Adding a new license key
    • Importing a license file
    • Managing configuration keys
    • Reporting your user license count to Microsoft
    • Making the most out of your AX 2012 license
  • Chapter 3: Model Management
    • Introduction
    • Transferring an XPO
    • Installing an AX model
    • Managing conflicts
    • Uninstalling a model
    • Exporting or importing a model store
    • Refreshing an environment from live
    • Applying a hotfix from Microsoft
    • Clearing application user caches and usage data
  • Chapter 5: System Monitoring
    • Introduction
    • Setting up alerts for failed batch jobs
    • Monitoring workflow
    • Configuring database change tracking
    • Configuring Dynamics AX SQL tracing
    • Setting up Dynamics AX and SQL server counters
    • Configuring and running trace – the tracing cockpit
  • Chapter 7: Setting Up and Managing Alerts
    • Introduction
    • Using basic alerts setup
    • Setting up alert e-mail templates
    • Creating a change-based alert
    • Creating a due-date-based alert
    • Managing alert rules
    • Cleaning up the notifications
  • Chapter 10: Setting Up and Managing Security
    • Introduction
    • Manually assigning users to roles
    • Dynamically assigning users to roles
    • Creating a model for security
    • Creating a new security role
    • Adding duties and privileges to a role
    • Overriding role permissions
    • Setting up record-level security
    • Maintaining date-effective policies
    • Segregation of duties and mitigating risk
  • Chapter 11: Setting Up and Managing Reports and BI
    • Introduction
    • Adjusting a report server's configuration
    • Setting up report deployment settings
    • Deploying reports
    • Creating Cue definitions
    • Adding a Cue group
    • Adding Cues
    • Editing quick links
    • Configuring Analysis Services
  • Chapter 13: General Performance-related Tasks
    • Introduction
    • Cleaning up the general ledger data
    • Cleaning up the procurement and sourcing data
    • Cleaning up the sales and marketing data
    • Cleaning up the inventory and warehouse management data
    • Cleaning up the old calendar dates
    • Cleaning up notifications
    • Reindexing tables or the whole database
    • Compressing the database tables
    • Synchronizing the database
    • Truncating a table
    • Running a consistency check
    • Optimizing the model store
  • Appendix: Further Reading
    • Licensing
    • Evolution of layers to models
    • Deployment lifecycle
    • System monitoring – determining what to monitor

Simon Buxton

Simon Buxton has worked with Dynamics AX since its earliest incarnations, starting out as a consultant and developer in early 1999 when Dynamics AX was known as Damgaard Axapta 1.5. He quickly became a team leader at Columbus IT Partners, and carried out one of the first AX implementations in UK before joining a new reseller, Sense Enterprise Solutions, as its Technical Director. Sense Enterprise Solutions enjoyed a global reach through the AxPact alliance, where Simon was placed as AxPact's Technical Lead. Simon played a major role in growing the company into a successful Microsoft partner and was the Technical Lead on a number of highly challenging technical projects around the world—from UK to Bahrain to USA. These projects include developing solutions for third-party logistics, multichannel retail, and eventually developing an animal feed vertical as well as integrating Dynamics AX into production control systems, government gateways, and e-commerce solutions among others. Sense Enterprise Solutions was sold to a major PLC, and since then Simon has teamed up with Binary Consultants as their Technical Architect, where he works with some of the most technically able AX and Microsoft .NET professionals in Europe. Binary Consultants are involved in the implementation, upgrades, and support of Microsoft Dynamics AX, and the development of add-ons for AX 2012 (under the name Axponents) and setting up vertical solutions for the production of animal feed. Simon has been a reviewer on Implementing Microsoft Dynamics AX 2012 with Sure Step 2012, which was published in March 2013.
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Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


- 2 submitted: last submission 13 Feb 2014

Errata Type: Typo | Page No: 25

It is: t is common for there to be many more employees than there are active users in the system. 

It should be: It is common for there to be many more employees than there are active users in the system. 

Errata Type: Typo | Page No: 39

It is: Microsoft has a developed a new security model that is no longer based on user group membership.

It should be: Microsoft has developed a new security model that is no longer based on user group membership.


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

  • Learn user management and the security framework to ensure compliance and make the most out of your license (to reduce costs)
  • Understand the installation and management of the Application Object Server
  • Manage the batch framework to get the most from your infrastructure
  • Perform system health monitoring tasks and troubleshooting
  • Create legal entities and partitions
  • Manage workflow and learn how to set up delegation
  • Deploy SSRS reports, Analysis Server cubes, and other BI elements
  • Recognize the key tasks needed to ensure AX performance

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.


An easy-to-follow guide full of hands-on examples of real-world administration tasks. Each topic is explained and placed in context, and for the more inquisitive, there are more details of the concepts used.

Who this book is for

If you are an administrator who provides IT support to Dynamics AX 2012 and IT managers then this book is ideal for you. Whether you are new to AX or an experienced professional wishing to add to your knowledge, then this book is for you.

The book assumes a basic knowledge of using Dynamics AX and the Active Directory. Many of the examples in the book require that you have access to Dynamics AX as a System Administrator, local administrator of your local machine, and access to read your Active Directory

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