RSM TECHNOLOGY ACADEMY Syllabus and Agenda TECHNICAL BOOTCAMP FOR MICROSOFT DYNAMICS AX 2012 R3

Transcription

1 RSM TECHNOLOGY ACADEMY Syllabus and Agenda TECHNICAL BOOTCAMP FOR MICROSOFT DYNAMICS AX 2012 R3

2 Key Data 3 Course Description and Format 3 Audience 3 Course 4 Prerequisites 5 Students 5 Environment 5 Course Outline 6 Module 1: Look and Feel 6 Module 2: IntelliMorph 6 Module 3: MorphX IDE 6 Module 4: Security Considerations 6 Module 5: Managing Security 6 Module 6: Layers and Models 7 Module 7: Development 7 Step Process 7 Module 8: Base Information 7 Module 9: Tables 7 Module 10: X++ Overview 7 Module 11: Database Manipulation 8 Module 12: Objects and Classes 8 Module 13: Inheritance 8 Module 14: Exception Handling 8 Module 15: Base Forms 9 Module 16: Form Creation 9 Module 17: Details Form 9 Module 18: Simple List Forms 9 Module 19: Table of Contents 9 Module 20: List Page Forms 9 Module 21: Area Pages 10 Agenda 11 Proprietary and Confidential Page 2 of

3 KEY DATA This document describes the design of the RSM Technical Bootcamp for Microsoft Dynamics AX 2012 course. This document identifies the learning objectives for the course, and describes the flow of the course. The purpose of this document ensures that the expectations for this course are the same for RSM and the client. This document must be signed off before production work on the course begins. This course syllabus should be used to determine whether the course is appropriate for the students based on their current skill and technical training needs. Number of days: 4 Format: Instructor led training (ILT) Maximum number of students per course: 10 This course is eligible for 28 CPE credits in the Computer Science field of study. COURSE DESCRIPTION AND FORMAT This four-day instructor-led course provides students with the knowledge and skill to leverage the MorphX Integrated Development Environment within Microsoft Dynamics AX 2012 to create and modify the application. The training course covers basic concepts of object oriented programming. Students will learn to create various types of objects and how the objects relate to each other. Basic architecture, troubleshooting tools and other development tools are also covered. The course is designed to build upon what you have learned to gradually create a complete programming module. The course is built and taught using a Hyper V image which will be hosted by RSM upon course commencement. The course includes hands-on experience for the participants. When the instructor demonstrates functionality, the participants will simultaneously duplicate the demonstration. Demonstrations identified as business-process critical are followed by practices that provide participants the opportunity to duplicate what is learned in the demonstration. AUDIENCE This course is intended for developers or those individuals who will be creating and modifying the Microsoft Dynamics AX 2012 application. Proprietary and Confidential Page 3 of

4 COURSE OBJECTIVES Course objectives identify the anticipated results of a participant actively participating in this course. The course objectives are used to measure the effectiveness of the training and can be used to evaluate the participant s understanding of the course material. Upon completion of this course, the participant will be proficient and able to: Effectively navigate throughout Microsoft Dynamics AX 2012 Understand the main elements of Microsoft Dynamics AX 2012 development Understand the layered architecture of Microsoft Dynamics AX 2012 Understand the MorphX development environment and the Application Object Tree (AOT) Understand the basic security structure of Microsoft Dynamics AX 2012 Create and use projects in Microsoft Dynamics AX 2012 Understand and create the different data types within Microsoft Dynamics AX 2012 Learn how to create and modify enumerated data types Design, create, and use tables using MorphX Use the development tools available within Microsoft Dynamics AX Create, modify, and use classes to develop deeper functionality for the user interface Use the data types that can be used for variables and how to declare and use them Use the various operators available and where to use them Use standard functions that are built in to the application Use output commands to display data and messages to the user Retrieve data from the database using a select and while select statements Create, update and delete data in the database Use the classes within Microsoft Dynamics AX 2012 X++ development Extend a class using the concept of inheritance Examine the exception handling mechanism in Microsoft Dynamics AX 2012 Use of exceptions handling including the Try, Catch, and Retry commands Transfer modifications from the development environment to test or live environment. Use temporary tables in classes, forms, and reports. Design and build forms in Microsoft Dynamics AX 2012 Create customized menus and menu items Use the Microsoft Dynamics AX 2012 help documentation Proprietary and Confidential Page 4 of

5 PREREQUISITES Students Before attending this course, students must have: A working knowledge of the basic navigation and use of Microsoft Dynamics AX 2012 A working knowledge of the basic data structure of Microsoft Dynamics AX 2012 Environment If the training will be conducted in Denver at the RSM office, the requirements listed below will be provided by RSM. Before the beginning of the first lesson the following materials and equipment will be required: A LCD Projector* Projection screen/surface A white board or Flip chart stand/paper (optional) Each attendee will need a Laptop/PC with the following available: Internet connection A VPN connection to RSM (The connection information will be provided by the trainer upon the first day of training). RSM Technology Academy hosts the training images on a local server in our Denver offices. The VPN connection is required for the participants to connect to the Hyper-V training image. * The instructor can provide a projector if one is not available upon request only. Proprietary and Confidential Page 5 of

6 COURSE OUTLINE Module 1: Look and Feel This module introduces the user interface of Microsoft Dynamics AX The main window of the program is discussed in addition to instructions on how to navigate in the system. Describe the user interface elements in Microsoft Dynamics AX Review how to search, insert, and delete records. Module 2: IntelliMorph This module introduces the IntelliMorph environment of Microsoft Dynamics AX Discuss the levels of customization available at different user rights. Describe how to modify form set up. Create and organize favorites. Using personalization for both the power user and the developer Module 3: MorphX IDE This module focuses on those objects contained in the Data Dictionary node. It briefly discusses all the objects within the data dictionary. The rest of the application objects are discussed in later chapters. Define MorphX and the AOT. Explore the navigation of the AOT. Discuss objects and elements of the AOT. Review the MorphX Development Tools. Module 4: Security Considerations Microsoft Dynamics AX has a variety of security and configuration options within the application framework, to help keep sensitive data safe, users focused on their roles, and the system as streamlined as possible. Microsoft Dynamics AX offers many security and configuration options. This module introduces those topics for the administrator and developer. Review the security overview. Discuss authentication methods. Demonstrate adding users. Module 5: Managing Security This module covers the reusable security roles, process cycles, duties, privileges, and permissions. Along with the new Extensible Data Security framework, these security tools give administrators greater control of individual and data access. This improves the adherence to internal policy and external security auditing controls. Explain role based security. Review extensible data security framework. Proprietary and Confidential Page 6 of

7 Module 6: Layers and Models This module discusses the development layers of AX2012 and the levels in which both customers and value added resellers (VARs) can affect changes. In addition, there is a review of models, which are a set of elements in a given layer. Explain layer architecture in Microsoft Dynamics AX Discuss the structure and benefits of model object management. Module 7: Development 7 Step Process This module reviews the seven steps in a development cycle and briefly discusses each one. Module 8: Base Information This module describes labels, primitive data types, base enumerations, and extended data types in Microsoft Dynamics AX Create labels files in the current model. Review primitive data types. Define and create enumerators. Define and create extended data types. Create new Base Enumerations Create new Extended Data Types Fleet Management exercise Module 9: Tables This module describes the Role Center feature of Microsoft Dynamics AX Role Centers are created and modified. Review the primary elements of Tables. Discuss the use of the table browser and temporary tables. Discuss the use of data partitioning. Create new Tables Fleet Management exercise Module 10: X++ Overview This module introduces students to the X++, the programming language used within Microsoft Dynamics AX Introduce the characteristics of X++ Discover the X++ code editor Review best practices when coding Revisit object types Define jobs and their purpose Use the code complier to build and review code Use the debugger to step through code Proprietary and Confidential Page 7 of

8 Module 11: Database Manipulation This module describes various methods for accessing and manipulating data within Microsoft Dynamics AX Retrieve data from the database using a select statement Create, update, and delete data in the database Module 12: Objects and Classes This module introduces objects and classes to the students. The components of each are discussed in detail. Use the classes within X++ development Describe the differences between and object and a class Discuss encapsulation and best practices Create a TV Class Fleet Management exercise Module 13: Inheritance This module introduces students to the concept of inheritance. Extend a class using the concept of inheritance Instantiating a class using the new method Create an HDTV class that inherits from the TV class Module 14: Exception Handling This module introduces students to various methods of exception handling that are available within the Microsoft Dynamics AX 2012 development environment. Examine the exception handling mechanism in Microsoft Dynamics AX Use the Try, Catch, and Retry statements Throw an exception from code Identify and create code used to handle optimistic concurrency exceptions Fleet management exercise Proprietary and Confidential Page 8 of

9 Module 15: Base Forms This module describes form and form setup. A form is a window that you open from the Microsoft Dynamics AX client workspace that shows information and enables you to perform actions. Define from design patterns in Microsoft Dynamics AX 2012 Review the process of form development including style properties and components Discuss form methods of display and edit Define form sources including queries and joins Fleet management exercise Module 16: Form Creation Lessons Create forms, menus, action panes, action pane buttons, and action pane strips in the AOT Review testing and style validation of forms Module 17: Details Form Lessons Define and review details form templates, constructs, required items, and best practices Fleet management exercise Module 18: Simple List Forms Lessons Define and review simple list form templates, constructs, required items, and best practices Module 19: Table of Contents Lessons Define and review table of contents form templates, constructs, required items, and best practices Module 20: List Page Forms Lessons Define and review list page form templates, constructs, required items, and best practices Fleet management exercise Proprietary and Confidential Page 9 of

10 Module 21: Area Pages Lessons Define and review area page form templates, constructs, required items, and best practices Proprietary and Confidential Page 10 of

11 FINANCIAL ESSENTIALS Agenda 9:00 AM 10:00 AM 11:00 AM Monday Tuesday Wednesday Thursday Look and Feel All Audiences MorphX IDE Security Tables Tables Exercise Objects and Classes Inheritance X++ Exercise Forms Types and 12:00 PM LUNCH LUNCH LUNCH LUNCH 1:00 PM 2:00 PM Layer Architecture Enumerations X++ Overview X++ Exercise Final Practice 3:00 PM 4:00 PM Ext Data Types Database Access and Manipulation Forms Parking Lot/Open Forum 5:00 PM SESSION END SESSION END SESSION END SESSION END *A 10 minute break will be taken for every hour of content. Alternatively, a 15 minute break will be taken for two hours of content if the instructor chooses to do so.* Proprietary and Confidential Page 11 of 12

12 This document contains general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or services. This document does not constitute audit, tax, consulting, business, financial, investment, legal or other professional advice, and you should consult a qualified professional advisor before taking any action based on the information herein. RSM US LLP, its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person. Internal Revenue Service rules require us to inform you that this communication may be deemed a solicitation to provide tax services. This communication is being sent to individuals who have subscribed to receive it or who we believe would have an interest in the topics discussed. RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International. RSM and the RSM logo are registered trademarks of RSM International Association. The power of being understood is a registered trademark of RSM US LLP RSM US LLP. All Rights Reserved.