Microsoft Dynamics AX 2009 Administration. A practical and efficient approach to planning, installing and configuring your Dynamics AX 2009 environmen

Microsoft Dynamics AX 2009 Administration. A practical and efficient approach to planning, installing and configuring your Dynamics AX 2009 environmen - Opis

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 (...) więcej 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. Spis treści:
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
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
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
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
12. Backup and Maintenance
Backup
SQL Server backup
Application file backup
Role Centers and Enterprise Portal backup
Re-indexing
Consistency check
Database synchronization
Summary
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
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
Index O autorze: 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. mniej