Microsoft Dynamics AX 2012 Installation Guide

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1 2015 Microsoft Dynamics AX 2012 Installation Guide This guide shows how to install and configure Microsoft Dynamics AX 2012 Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. Uzzal Kumar Hore

2 Table of Contents System requirements for Microsoft Dynamics AX Network requirements... 3 Domain requirements... 3 Hardware requirements... 3 Basic hardware requirements... 3 Processor and RAM requirements... 3 Software requirements for all(server/client) computers... 4 Software requirements for server computers... 4 Windows Server Configuration... 5 Installing Active Directory on Windows Server Installing Active Directory... 5 Configuring Active Directory... 9 Prerequisite Software Installation Office 2013 Installation Microsoft Visual Studio 2010 Setup Microsoft Visual Studio 2010 Service Pack 1 Setup Visual Studio 2012 Installation Step by step installation guide for SQL Server AX 2012 R2 Step By Step Installation Install Dynamics AX 2012 (Step 2)(initialization Checklist) Installation and Configuration of SSRS Reporting in Dynamics AX Setup AX 2012 Reporting services extensions Configure SQL Server Reporting Service Deploy Reports to a Report Server Deploy all AX 2012 report Microsoft AX 2012 EP Installation and Configuration SharePoint Foundation 2013 Installation Microsoft AX 2012 EP Installation and Configuration P age

3 System requirements for Microsoft Dynamics AX 2012 Before you install Microsoft Dynamics AX 2012, make sure that the system that you are working with meets or exceeds the minimum network, hardware, and software requirements. Network requirements Microsoft Dynamics AX can operate on networks that use Internet Protocol Version 4 (IPv4) or Internet Protocol Version 6 (IPv6). Local area network (LAN) environments Connect directly through a Microsoft Dynamics AX Windows client. Windows Server Remote Desktop Services is not required. Domain requirements Consider the following domain requirements when you install Microsoft Dynamics AX: Computers that run base Microsoft Dynamics AX components must belong to an Active Directory domain, and Active Directory must be configured in native mode. Computers that run base Microsoft Dynamics AX components must have access to other computers in Active Directory. These computers may be either in the same domain or in another trusted domain. The domain controller must run in Windows Server 2008 R2/ bit mode or later. To support alerts in Microsoft Dynamics AX, an SMTP (Simple Mail Transfer Protocol) server must be present in the environment. Hardware requirements This section of the document describes the hardware that is required to run Microsoft Dynamics AX. Actual requirements vary, based on the system configuration and based on the applications and features that you decide to install. Basic hardware requirements The following hardware requirements apply to all computers in a Microsoft Dynamics AX system. Processor: Intel Pentium/Celeron family or compatible Pentium III Xeon or higher processor. We recommend a processor speed of 1.1 GHz or faster. Monitor: Super VGA (1024x768) or higher resolution monitor. Other: A DVD drive is required for an installation from a DVD. Processor and RAM requirements The following lists the number of processors and amount of RAM that are required for server computers. Both minimum and recommended hardware are listed. CPU cores: Minimum: 2 cores, Recommended: 8 cores RAM: Minimum: 8 GB, Recommended: 16 GB 3 P age

4 Software requirements for all(server/client) computers The following software must be present on a computer before any Microsoft Dynamics AX components can be installed: Microsoft.NET Framework o.net Framework 4.5 o.net Framework 4.0 o.net Framework 3.5 with Service Pack 1 Microsoft Windows Installer 3.1 or Windows Installer 4.0 Software requirements for server computers The following Microsoft Dynamics AX components require a server installation: Database: Microsoft SQL Server bit Microsoft Dynamics AX 2012 Microsoft Office 2013 or bit Microsoft Visual Studio 2010 Microsoft Visual Studio 2010 Service Pack 1 Microsoft Visual Studio 2012 Microsoft SharePoint Foundation 2013 Microsoft SharePoint Foundation 2013 Service Pack 1 Management Reporter for Microsoft Dynamics ERP AX 2012 Test Data Transfer Tool 4 P age

Windows Server Configuration Installing Active Directory on Windows Server 2012 This article will walk you through setting up the Active Directory Role on a Windows Server 2012.

5 Windows Server Configuration Installing Active Directory on Windows Server 2012 This article will walk you through setting up the Active Directory Role on a Windows Server This article is intended to be used for those without an existing Active Directory Forest, it will not cover configuring a server to act as a Domain Controller for an existing Active Directory Forest. Content Installing Active Directory Configuring Active Directory Installing Active Directory 1. Open the Server Manager from the task bar. 2. From Server Manager Dashboard select Add roles and features. This will launch the Roles and Features Wizard allowing for modifications to be performed on the Windows Server 2012 instance. 3. Select Role-based or features-based installation from the Installation Type screen and click Next. Note: Roles are the major feature sets of the server, such as IIS, and features provide additional functionality for a given role. 5 P age

From the Server Roles page place a check mark in the box next to Active Directory

6 4. The current server is selected by default. Click Next to proceed to the Server Roles tab. 5. From the Server Roles page place a check mark in the box next to Active Directory Domain Services. A notice will appear explaining additional roles services or features are also required to install domain services, click Add Features. 6 P age

Domain Services is the glue that holds this all together and needs to be installed prior to these other services. 6.

7 Note: There are other options including, Certificate services, federation services, lightweight directory services and rights management. Domain Services is the glue that holds this all together and needs to be installed prior to these other services. 6. Review and select optional features to install during the AD DS installation by placing a check in the box next to any desired features; Once done click Next. 7. Review the information on the AD DS tab and click Next. 7 P age

8 8. Review the installation and click Install. Note: The installation progress will be displayed on the screen. Once installed the AD DS role will be displayed on the 'Server Manager' landing page. 8 P age

Configuring Active Directory Once the AD DS role is installed the server will need to be configured for your domain. 1. If you have not done so already, Open the Server Manager from the task bar. 2.

9 Configuring Active Directory Once the AD DS role is installed the server will need to be configured for your domain. 1. If you have not done so already, Open the Server Manager from the task bar. 2. Open the Notifications Pane by selecting the Notifications icon from the top of the Server Manager. From the notification regarding configuring AD DS click Promote this server to a domain controller. 3. From the Deployment Configuration tab select Add a new forest from the radial options menu. Insert your root domain name into the Root domain name field. Here example.com is domain name. Please change it as per your pre defined name. 9 P age

The DSRM password is used when booting the Domain Controller into recovery mode.

10 4. Review and select a Domain and Forest functional level. Once selected fill in a DSRM password in the provided password fields. The DSRM password is used when booting the Domain Controller into recovery mode. Note: The selection made here will have lasting effects to features and server domain controller eligibility. For further information on Domain/Forest functional levels see official Microsoft documentation. 5. Review the warning on the DNS Options tab and select Next. 10 P age

11 6. Confirm or enter a NetBIOS name and click Next. 7. Configure the location of the SYSVOL, Log files, and Database folders and click Next. 11 P age

8. Review the configuration options and click Next. 9. The system will check to ensure all necessary prerequisites are installed on the system prior to moving forward.

12 8. Review the configuration options and click Next. 9. The system will check to ensure all necessary prerequisites are installed on the system prior to moving forward. If the system passes these checks you will proceed by clicking Install. Note: The server will automatically be rebooted once the installation completes. 10. Once the server is done then it will be reboot. After reboot it will show Congratulations on successfully installing and configuring a Active Directory Domain Services on Windows Server P age

Prerequisite Software Installation Office 2013

downloaded ISO, you will see the option to run the setup.

Then accept license conditions and click continue. 2.

13 Prerequisite Software Installation Office 2013 Installation Insert the office 2013 DVD or mount the downloaded ISO, you will see the option to run the setup.exe. Do so. 1. Then accept license conditions and click continue. 2. You now get the option to run the default install or a custom install as seen below. Click Install Now. 13 P age

14 3. On the installation options screen you can also select what applications you would like to install, select run all apps from my computer and install all the apps. Note: You must Select Microsoft Word and Microsoft Excel for Microsoft Dynamics others are Optional. 4. The file locations tab simply allows you to select what drive you would like to install office 2013 on. 5. The final tab is user information, enter your initials and company name. These will be used when documents are created in office P age

15 6. If you are upgrading office 2010 to office 2013 you can click upgrade or if it is a new office 2013 install the option will say install. Click it. After the install has completed you will see this screen, as you can see you get the option to sign up for Skydive if you are interested in storing your documents online the installation of Office 2013 is now complete Microsoft Visual Studio 2010 Setup 1. Double click on setup.exe file. 2. Click Install Microsoft Visual Studio P age

16 3. Click Next. 4. Check I have read and accept the license terms and click next. 16 P age

17 5. Check Custom and click next. 6. Uncheck Microsoft SQL Server 2008 Express Service and click Install (Important) 17 P age

18 Microsoft Visual Studio 2010 Service Pack 1 Setup 1. Click Setup.exe file 2. Click Next 18 P age

19 3. Check I have read and accept the license terms click Next 4. The installation will begin 5. Click Finish 19 P age

20 Visual Studio 2012 Installation 1. Double click on vs_ultimate.exe file. 2. Installation started 3. Setup requires 8.95 GB minimum, click agree and Next. 20 P age

21 4. It will ask for optional features to install, selected all 5. After clicking Install then a window will be opened. That will show the acquiring and applying process..! 6. Wait for few minutes to complete these processes 21 P age

22 7. Yes, setup completed successfully and click the LAUNCH button 8. After few minutes below window will ask you to choose the default environment setting and I have chosen the general development setting. Click Start Visual Studio button. 22 P age

23 9. Visual studio is loading user settings 23 P age

Step by step installation guide for SQL Server 2012 1.

24 Step by step installation guide for SQL Server Double click SETUP application. 2. When you see SQL Server Installation Center screen, it means that your system configuration is perfect for installation. 24 P age

25 3. Click installation from the left pane and select New SQL Server stand-alone installation or add features to an existing installation. 4. In the Setup Support Rules Click "OK" button when you have failed 0. Otherwise fix the issue and click "Re-run" button. 5. Insert the product key and Press Next button. 25 P age

26 6. Select the I accept the license terms and click Next button. 7. Press Next button. 26 P age

27 8. Press Next button. 9. Press Next button, if all status are passed. Otherwise fix the issue and press Next button. 27 P age

28 10. Select "SQL Server Feature Installation" then click Next 28 P age

29 11. Select all and press Next button. 12. Press Next button if failed count is P age

30 13. Select Default Instance and press Next button. 14. Press Next button 30 P age

31 15. Press Next button. 16. Select mixed Mood, set password for sa account and press Next button. 31 P age

32 17. Choose the authentication mode and specify the Administrator user. Here, I have selected Add Current User. Press Next button. 18. Select "Install and configure" then Press Next button. 32 P age

33 19. Distributed Replay Controller service feature is new in SQL Server 2012, here specify the user who should have permission to use this service. Here, I have selected Add Current User. Press Next button. 20. Press Next button. 33 P age

34 21. Press Next button. 22. Press Next button, if failed count is P age

35 23. Press Install button to proceed. 24. After the successful installation, your screen should look like below : 25. Press Close button. 35 P age

36 AX 2012 R2 Step By Step Installation Now we will discuss how to install dynamics AX 2012 step by step. We will start by installing AX Basic Components after that we will move to initialization checklist. Now we are going to illustrate how to install Dynamics AX 2012 from scratch. We will start the installation process by installing the AX basic components which include the Database, Application Object server, Client. Please Follow the steps bellow: 1. Open the Dynamics AX Media the double click the setup.exe 2. Click "Microsoft Dynamics AX Components" under Install. 36 P age

37 3. Click Next. 4. Select "I accept the license terms" *. 5. Choose "I don't want to join..." Option and then click on next button. 37 P age

38 6. Choose "I don't want to use Microsoft Update" Option and then click on next button. 7. Choose your installation location and then click on next button. 8. Click on Install button to continue. 38 P age

39 9. Wait until the Dynamics AX setup support files has been installed. 10. In the installation screen Select "Microsoft Dynamics AX" then click next. 11. In the installation type screen Select "Custom Installation" then click next. 39 P age

40 12. Now Select Database, Application Object Server(AOS), Client Complainants, Developer tools,.net Business Connector and Management utilities then click next. 40 P age

41 13. The "Prerequisite validation screen" will popped. Review the Errors/warnings and click on "Configure" check box for the applicable errors and click on "Configure" button. 41 P age

14. Click "Start" to start configuring components as per AX needs. 15. Review the Errors and click on "Download" link to download appropriate components and install it.

42 14. Click "Start" to start configuring components as per AX needs. 15. Review the Errors and click on "Download" link to download appropriate components and install it. After download and install all prerequisite click on Revalidate button to make sure that everything is OK then click Next. 16. Select file location then click next. 42 P age

43 17. Select Create New Databases option then click next. 18. In the database information first select your database server and then in database name section you can change the databases names or you can accept the default values. When you finish click next. 43 P age

44 19. In the select additional models make sure to check the foundation Model then click next. 44 P age

45 20. Leave the port information and all as is, then click Next. 21. Specify the AOS Account. In our case we are going to select Domain Account then click next. 22. Warring of using the user account will appear. Click OK. 45 P age

46 23. Select the Client preferences then Click Next. 24. In the Business Connector proxy account information screen provide Domain Account user name and password then click next. 46 P age

47 25. In the Configure the CRM connector installation screen first select your database server and then provide Domain Account user name and password then click next. 26. In the Specify an AOS instance for Connector screen leave the server name and port information as is then click Next. 47 P age

48 27. In the Configure an integration user screen enter your Domain Account user name and password and then select "Create new account" option. Click Next to continue. 28. The "Prerequisite validation screen" will popped again, make sure that everything is OK then click Next. 48 P age

49 29. Click Install. 30. Wait Until the installation process completed. then click Finish Button. 31. Check the log to make sure that tall components was installed successfully. 49 P age

32. Restart the windows then run AX. 33. Congratulation AX was installed successfully. In next step we are going to illustrate how to complete the initialization checklist.

50 32. Restart the windows then run AX. 33. Congratulation AX was installed successfully. In next step we are going to illustrate how to complete the initialization checklist. Install Dynamics AX 2012 (Step 2)(initialization Checklist) In the previous step we discussed how to install AX basic components now we are going to discuss how to complete the initialization checklist and the partition initialization chick list. Please follow the following steps: 1. Since we are not going to discuss the Lifecycle services and Customer feedback options in this post we will mark this option as complete. Click mark as complete for both the "Lifecycle services" and the "Customer feedback options". 50 P age

2. Click the "Compile Application". 3. A warning message will papers to inform you that this step will take long time (around 5 hours). Click Yes Button. 4.

net framework CIL. Click the "compile into.net framework CIL" Link. 7.

51 2. Click the "Compile Application". 3. A warning message will papers to inform you that this step will take long time (around 5 hours). Click Yes Button. 4. Don't panic if the system looks like not responding. just wait. 5. When the compile is finished make sure there is No errors. 6. Next step is to compile into.net framework CIL. Click the "compile into.net framework CIL" Link. 7. A warning message will appears to inform you that this step will take long time(around 1 hours).click Yes 8. When the compile into.net framework CIL is finished, info log will appears make sure everything is ok then click close button. 51 P age

9. Now we are going to use our license key to complete "Provide

In the "Active application functionality" section Click the

Click on "Load license file" button at the top of the screen. 11.

52 9. Now we are going to use our license key to complete "Provide license information" section. In the "Active application functionality" section Click the "Provide license information" Link. 10. Click on "Load license file" button at the top of the screen. 11. Select your license key file and then click on "OK" button. Next click on "Close" button to complete license information. 52 P age

53 12. In the "Active application functionality" section Click the "configure application functionality" Link. A new window will appear, Click on "OK" button to complete this. 13. Then Click the Modify data types. 14. Click Ok button on the modify data types form. 53 P age

15. Then click "synchronize database (required)" to synchronize the database. 16. Since we are not going to create partitions please click mark as complete. 17.

54 15. Then click "synchronize database (required)" to synchronize the database. 16. Since we are not going to create partitions please click mark as complete. 17. Under the Configure accounts and profiles node. click Mark as complete for both the "Initialize user profiles" and "Setup Application Integration framework". 18. Close the system and reopen it. 19. Congratulation, we finished the installation checklist. 54 P age

55 Installation and Configuration of SSRS Reporting in Dynamics AX 2012 Setup AX 2012 Reporting services extensions 1. First step to run AX setup.exe and then select add or modify component option. Click Next. 2. Select "Reporting Services extensions" and then click next. 55 P age

56 3. Review the Errors and click on "Download" link to download appropriate components and install it. After download and install all prerequisite click on Revalidate button to make sure that everything is OK then click Next. 4. In the Business Connector proxy account information screen provide Domain Account user name and password then click next. 56 P age

57 5. Select the required reporting server. Make sure to uncheck the Deploy reports checkbox, otherwise it will deploy all the reports. 6. In the database information first select your database server and then in database name section you can change the databases names or you can accept the default values. When you finish click next. 57 P age

58 7. The "Prerequisite validation screen" will popped again, make sure that everything is OK then click Next. 8. Click Install to run the installation process. 58 P age

59 9. Wait Until the installation process completed. then click Finish Button. 59 P age

Configure SQL Server Reporting Service When you install SQL Server Reporting Services at the same time as SQL Server you have the option to automatically configure SSRS with the default settings.

60 Configure SQL Server Reporting Service When you install SQL Server Reporting Services at the same time as SQL Server you have the option to automatically configure SSRS with the default settings. This How To starts after SSRS has been added to the installation on the client machine at the point where you would start to configure it; if you d like a walk through adding SSRS to an existing installation of SQL Server. To do the initial configuration of SSRS, or to change the configuration of an existing installation, you need to start the Reporting Services Configuration Manager (Start menu >> Programs >> Microsoft SQL Server 2012?? Configuration Tools >> Reporting Services Configuration Manager); Note: Make sure your SQL Server Reporting service is running and configured properly. Go to Web Service URL. You will find that the URL is already created on Port:80. Click on URL and make sure everything is running. 60 P age

Default setting will show. 2. Click on validate button. 3.

61 Deploy Reports to a Report Server 1. Open Dynamics AX. Go to "Files -> Tools ->Business Intelligence (BI) tools -> Report Servers". Default setting will show. 2. Click on validate button. 3. A success message will show. Now report server configured successfully. If you get any error check your report server configuration setting. 61 P age

Deploy all AX 2012 report There're 3 different ways to deploy Dynamics AX 2012 reports: Through AOT AOT > SSRS Reports > Reports > right click on report > Deploy Element Through Visual Studio Open

62 Deploy all AX 2012 report There're 3 different ways to deploy Dynamics AX 2012 reports: Through AOT AOT > SSRS Reports > Reports > right click on report > Deploy Element Through Visual Studio Open the report project > Right click on the project or solution node > Deploy Through PowerShell Publish-AXReport -ReportName * Through AOT 1. Go to AOT > SSRS Reports > Reports > (right click on report) > Deploy Element 2. Right click on the report node 3. Click "Deploy Element" 62 P age

63 Through Visual Studio 1. Open the report project 2. Right click on the project or solution node 3. Click "Deploy" Through PowerShell 1. Go to: Start > Administrative Tools > Microsoft Dynamics AX 2012 Management Shell 2. Then enter Publish-AXReport -ReportName * This will deploy all AX 2012 reports into report server, you might want to do this after the initial installation as the report server doesn't have all the report there yet. It takes about 40 minutes for me to deploy all the reports. If you want to deploy a specific report, just replace the wildcard (*) with the report name. Publish-AXReport -ReportName SalesInvoice 63 P age

Microsoft AX 2012 EP Installation and Configuration There is two part of EP installation. First part is share point installation and then EP installation.

64 Microsoft AX 2012 EP Installation and Configuration There is two part of EP installation. First part is share point installation and then EP installation. SharePoint Foundation 2013 Installation 1. Double click the setup file then the following window will be open, click "Install software prerequisites". 2. Click Next. 64 P age

65 3. Select "I accept the terms of the License Agreement(s)" and click Next. 4. Click Finish. 65 P age

66 5. After that Machine will restart more than once it will download and configure automatically. Click Next and Finish where needed. 66 P age

67 6. Double click the setup file once again. This time click "Install SharePoint Foundation". 67 P age

68 7. Check "I accept the terms of this agreement" and click continue. 8. Click "Install Now". 68 P age

69 9. Click Next then Finish. 69 P age

70 Microsoft AX 2012 EP Installation and Configuration Run the AX2012R3 installation media, click on the Microsoft Dynamics AX components 1. Please click on the Next button to progress the installation. 70 P age

71 2. Please click on the Add or modify components, then go with the Next button. 3. Select the Enterprise Portal Components, then go with the Next button. 71 P age

72 4. Prerequisite validations will guide to you know the tools needs to be configured and installed, then go with the Next button. 5. Please enter the Business connector user account password, then go with the Next button. 72 P age

73 6. Please select the Web application, and make sure logged user have rights to create a site collection in SharePoint Please check for the prerequisite validation again before installing the components, then go with the Next button. 73 P age

74 8. Please verify the selected EP component, then go with the Install button. 9. Post installation configuration tasks will be performed. 74 P age

75 10. Make sure the EP component is installed successfully. 11. Navigate to System administrator module in AX-->Setup-->Enterprise Portal-->Websites-->New entry will be created the above mentioned site url-->click on View in Browser and check the EP page is running fine. 75 P age

System Requirements for Microsoft Dynamics AX Microsoft Corporation Published: April 2011 This content is preliminary and is subject to change.

System Requirements for Microsoft Dynamics AX 2012 Microsoft Corporation Published: April 2011 This content is preliminary and is subject to change. Microsoft Dynamics is a line of integrated, adaptable