Microsoft Dynamics. Administration AX and configuring your Dynamics AX 2009 environment

Transcription

1 Microsoft Dynamics AX 2009 Administration A practical and efficient approach to planning, installing, and configuring your Dynamics AX 2009 environment Marco Carvalho PUBLISHING BIRMINGHAM - MUMBAI

2 Preface 1 Chapter 1: System Planning and Hardware Sizing 7 Phases of a Dynamics AX implementation 7 Modeling phase 8 Development, testing, and training 9 Production (Go live) 9 Planning phase 9 Delegation phase 10 Hardware planning 13 Virtualization 15 Database sizing 16 Application Object Server requirements 18 Application file server requirements 18 Web server requirements 19 Network planning 20 Domain Controller setup 20 Software planning 21 Database software 22 Software integration 22 Single server topology 22 Small-scale topology 22 Large-scale topology 23 Large-scale distribution topology 23 Intranet and extranet topologies 23 Permission requirements 24 Miscellaneous implementation tasks 25 Summary 26

3 Chapter 2: Setup and Configuration of the Base Server Components 27 Installing the Dynamics AX database 28 Manually installing and setting up the Dynamics AX database 30 Installing the Dynamics AX Application files 38 Installing the Application Object Server (AOS) 48 Installing the Dynamics AX Client 53 Dynamics AX Initialization checklist 55 Summary 56 Chapter 3: Setup and Configuration of the Enterprise Portal 57 Installation and configuration of the Enterprise Portal 58 Creating the Enterprise Portal SharePoint Application 58 Creating the Business Connector proxy user 65 Installing the Enterprise Portal 67 Verifying the Enterprise Portal installation 71 Setting up an Enterprise Portal in a Load Balanced web farm 72 Deploying the Enterprise Portal in a SharePoint NLB web farm 74 Additional resources for the Enterprise Portal 76 Summary 76 Chapter 4: Setup and Configuration of the Role Centers 77 Installation and setup of Role Centers 78 Installation and setup of Analysis extensions 79 Installation and setup of Reporting extensions 82 Deploying reports using the Report Deployment utility 87 Dynamics AX SQL Server Reporting Services setup 90 Assigning Role Centers 92 Summary 95 Chapter 5: Setting Up Kerberos Authentication 97 Setting up Kerberos authentication for Role Centers 98 Configuring Service Principal Names 99 Configuring the Domain Controller for Kerberos authentication 102 Raising the domain functional level 102 Verifying account delegation 104 Configuring SharePoint for Kerberos authentication 108 Configuring SQL Reporting Services for Kerberos authentication 111 Configuring SQL Analysis Services for Kerberos authentication 112 Setting SQL Report Services connection string 114 Setting up Office Data Connection (OOC) files 115 Setting up Component Services 121

4 Configuring Internet Information Services for Kerberos authentication 124 Summary 127 Chapter 6: Setup and Configuration of the Workflow 129 Workflow prerequisites 130 Workflow accounts setup 130 Installing Workflow 133 Creating a website for Workflow 133 Installing the Workflow component 133 Enabling Workflow in Windows Server 2008 R2 137 Setting up Workflow 138 Workflow configuration prerequisites 139 Creating a dedicated Workflow batch group 139 Setting up the AOS as a batch server 140 Configuring Workflow 143 Running the Workflow infrastructure configuration wizard 143 Specifying Workflow settings 146 Testing Workflow 147 Summary 158 Chapter 7: Setup and Configuration of Application Integration Framework 159 Configuring AIF in Dynamics AX 160 Specifying global settings 160 Specifying local endpoints 161 Setting up AIF to use a filesystem adapter 162 Specifying channels 163 Specifying external endpoints 169 Managing and troubleshooting AIF document exchanges 174 Managing AIF document exchanges 174 Methods for troubleshooting 175 Setting up AIF to use web services 175 Creating an AIF website 176 Installing the AIF web service extension 176 Creating and configuring an AIF website 180 Applying appropriate permissions 180 Specifying an Al F website 183 Generating an Al F web service 184 Specifying the authentication method for an AIF web service 187 Accessing the AIF web service 192 Summary 196

5 Chapter 8: Data Migration 197 The data migration process 198 Generating an Excel spreadsheet 198 Importing data from an Excel spreadsheet 204 Advanced data migration features 208 Summary 213 Chapter 9: Security and User Administration 215 Security requirements 216 Security requirements for the base server components 217 Security requirements for the extended server components 217 Security requirements for integration components 218 Dynamics AX security model 219 Setting up user access in Dynamics AX 221 Importing users into Dynamics AX 222 Specifying user permissions in Dynamics AX 226 Using the Security Profiler tool 229 Assigning employees to users 231 Creating and setting up domains 235 Setting up Record Level Security 241 Setting user permissions for the Enterprise Portal 246 Specifying user permissions for reports 249 Setting user permissions for Analysis Cubes 253 Summary 257 Chapter 10: Alerts and Notifications 259 Alerts prerequisites 260 Alerts permissions setup 260 Creating an alerts batch job 262 Setting up an event alert batch job 262 Setting up a due date alert batch job 265 Setting up the Batch Processing Window interval 268 Creating alert rules 269 Alert example: Notification of when a purchase order status has changed 270 Maintaining alerts 274 Cleaning up event queues automatically 274 Cleaning up event queues manually 276 Preventing alerts during data import 277 Setting up user alert options 278 Summary 281

6 Table ofcontents Chapter 11: Tuning Your Setup 283 Accessing the Application Object Server (AOS) configuration 284 AOS configuration settings 287 Advanced AOS configuration settings 292 Creating an AOS Configuration: An example 293 Tuning an AOS for best performance 294 Non-load-balanced cluster 295 Load-balanced cluster 295 Accessing the client configuration 298 Client configuration settings 302 Advanced client configuration settings 305 Summary 306 Chapter 12: Backup and Maintenance 307 Backup 307 SQL Server backup 308 Application file backup 313 Role Centers and Enterprise Portal backup 315 Re-indexing 316 Consistency check 317 Database synchronization 319 Summary 321 Appendix A: Appendix 323 Setting up Global Search 323 Creating a batch job 326 Managing batch jobs 329 View current batch jobs 329 Common troubleshooting techniques 331 When application modifications are not appearing 331 How to troubleshoot AOS starting issues 332 Appendix B: Appendix 333 Enterprise Portal tips 333 Multiple instances of an Enterprise Portal in a web server 334 Common troubleshooting techniques 334 Unable to install components when there are multiple environments 335 Troubleshooting techniques for Enterprise Portal issues 335 Modifying Component Services properties in Windows Server 2008 R2 336 How to install Analysis Extensions on SQL Server Analysis Services 2008 and 2008 R2 341

7 . Table of Contents How to automatically process SQL Server Analysis Services Cubes 346 Setting up the Enterprise Portal in SharePoint Creating a SharePoint Web Application 357 Installing the Enterprise Portal content 364 Index 369