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Microsoft Dynamics AX 2012 R2 Administration Cookbook

Cookbook
Simon Buxton

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.
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Book Details

ISBN 139781849688062
Paperback378 pages

About This Book

  • 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

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

Table of Contents

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 4: Setting Up and Managing the Application Object Server
Introduction
Installing an additional object server
Creating a server cluster
Configuring an AOS instance as a batch server
Draining users
Taking an AOS offline
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 6: Setting Up and Managing E-mails and Batch Processing
Introduction
Setting up e-mail parameters
Configuring the e-mail templates
Monitoring e-mails
Setting up batch groups
Mapping batch groups to batch servers
Assigning a task to be performed as a batch task
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 8: Setting Up and Managing Legal Entities and Partitions
Introduction
Creating a partition
Connecting to the partition
Configuring the new partition
Creating a new legal entity
Placing the legal entity in the organizational hierarchy
Other tasks after creating a legal entity
Chapter 9: Setting Up and Managing Workflow
Introduction
Setting up a workflow
Setting up organization-specific parameters
Administering and troubleshooting workflows
Setting up delegation
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 12: Setting Up and Managing the Application Integration Framework
Introduction
Installing web services on IIS
Creating an enhanced inbound port
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

What You Will Learn

  • 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.

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