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Microsoft Dynamics AX 2012 R2 Administration Cookbook电子书

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75人正在读 | 0人评论 9.8

作       者:Simon Buxton

出  版  社:Packt Publishing

出版时间:2013-11-25

字       数:327.3万

所属分类: 进口书 > 外文原版书 > 电脑/网络

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An easy-to-follow guide full of hands-on examples of real-world administration tasks. Each topic is explained and placed in context, and for the more inquisitive, there are more details of the concepts used.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
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Microsoft Dynamics AX 2012 R2 Administration Cookbook

Table of Contents

Microsoft Dynamics AX 2012 R2 Administration Cookbook

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

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Managing Users in AX 2012

Introduction

Creating a new Dynamics AX user

Getting ready

How to do it…

How it works…

The login process

There's more…

Creating an employee

Creating a Claims (flexible authentication) user

Getting ready

How to do it…

How it works…

There's more…

Creating a Claims user

Creating a Visual Studio application

The result

Importing users from the Active Directory

Getting ready

How to do it…

Understanding the user request workflow

Getting ready

How to do it…

How it works…

See also

Defining user relations and basic roles in human resources

Getting ready

How to do it...

How it works...

There's more...

Assigning roles to users

Getting ready

How to do it...

How it works...

There's more…

See also

Assigning profiles to users

Getting ready

How to do it...

How it works...

Managing users by PowerShell commands

Getting ready

How to do it...

How this works…

See also

User groups, what happened?

Getting ready

How to do it...

How it works…

2. Working with Licensing in AX 2012

Introduction

Adding a new license key

Getting ready

How to do it...

How it works...

There's more...

Removing a license key

See also

Importing a license file

Getting ready

How to do it...

How this works…

Managing configuration keys

Getting ready

How to do it...

How this works…

There's more…

Reporting your user license count to Microsoft

Getting ready

How to do it...

How it works...

There's more...

Making the most out of your AX 2012 license

Security roles

Device and limited device access licenses

How to do it…

How it works...

See also

3. Model Management

Introduction

When to transfer code as XPO

Transferring an XPO

Getting ready

How to do it...

Use the Client Configuration utility to select the server and layer

Importing an XPO

How it works...

See also

Installing an AX model

Getting ready

How to do it...

How it works...

There's more...

See also

Managing conflicts

Getting ready

How to do it...

Installing the model

Creating a conflict project

Merging the code

Finalizing the changes

How it works...

Uninstalling a model

Getting ready

How to do it...

How it works...

Exporting or importing a model store

Getting ready

How to do it...

Importing the model store to UAT

How it works...

There's more...

See also

Refreshing an environment from live

Getting ready

How to do it...

Reconfiguring UAT

How it works...

Applying a hotfix from Microsoft

Getting ready

How to do it...

How it works...

There's more...

Slipstreaming

Clearing application user caches and usage data

Getting ready

How to do it...

How it works...

4. Setting Up and Managing the Application Object Server

Introduction

Installing an additional object server

Getting ready

How to do it...

Installing the AOS instance

Applying the required AOS updates

How it works...

There's more...

Using the Dynamics AX 2012 Server Configuration utility

See also

Creating a server cluster

Getting ready

How to do it...

How it works...

There's more...

Adding the new AOS to the Client Configuration utility

Installing a load balance AOS

See also

Configuring an AOS instance as a batch server

Getting ready

How to do it...

How it works...

There's more...

Scheduling the batch server

Assigning specific batch groups

Optimizing performance

Draining users

Getting ready

How to do it...

How it works...

Taking an AOS offline

Getting ready

How to do it...

How it works...

5. System Monitoring

Introduction

Determining what to monitor

Setting up alerts for failed batch jobs

Getting ready

How to do it...

How it works...

There's more...

Monitoring workflow

Getting ready

How to do it...

How it works...

There's more...

Configuring database change tracking

Getting ready

How to do it...

How it works...

There's more...

Configuring Dynamics AX SQL tracing

Getting ready

How to do it...

How it works...

There's more...

Monitoring general environment health – SQL

Setting up Dynamics AX and SQL server counters

Getting ready

How to do it...

How it works...

There's more...

See also

Configuring and running trace – the tracing cockpit

Getting ready

How to do it...

How it works...

Interpreting the results

There's more...

6. Setting Up and Managing E-mails and Batch Processing

Introduction

Setting up e-mail parameters

Getting ready

How to do it...

How it works...

Configuring the e-mail templates

Getting ready

How to do it...

How it works...

There's more...

See also

Monitoring e-mails

Getting ready

How to do it...

How it works...

There's more...

Setting up batch groups

Getting ready

How to do it...

How it works...

Mapping batch groups to batch servers

Getting ready

How to do it...

How it works...

Assigning a task to be performed as a batch task

Getting ready

How to do it...

How it works...

There's more...

Query functions

7. Setting Up and Managing Alerts

Introduction

Using basic alerts setup

Getting ready

How to do it...

How it works...

Setting up alert e-mail templates

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a change-based alert

Getting ready

How to do it...

How it works...

Creating a due-date-based alert

Getting ready

How to do it...

How it works...

There's more...

Managing alert rules

Getting ready

How to do it...

Creating a new alert rule

Updating an alert rule

Deleting an alert rule

How it works...

There's more...

Cleaning up the notifications

Getting ready

How to do it...

How it works...

See also

8. Setting Up and Managing Legal Entities and Partitions

Introduction

Creating a partition

Getting ready

How to do it...

How it works...

See also

Connecting to the partition

Getting ready

How to do it...

How it works...

There's more...

Configuring the new partition

Getting ready

How to do it...

How it works...

Creating a new legal entity

Getting ready

How to do it...

How it works...

Placing the legal entity in the organizational hierarchy

Getting ready

How to do it...

How it works...

Other tasks after creating a legal entity

Getting ready

How to do it...

How it works...

There's more...

9. Setting Up and Managing Workflow

Introduction

Setting up a workflow

Getting ready

How to do it...

Creating the required batch groups

Configuring system services accounts (workflow execution account)

Running the workflow infrastructure configuration wizard

How it works...

See also

Setting up organization-specific parameters

Getting ready

How to do it...

Assigning an e-mail template for workflow alerts

Creating work item queues

Creating a work item queue group

How it works...

See also

Administering and troubleshooting workflows

Getting ready

How to do it...

Moving the workflow host to a different AOS

Recalling (cancelling) a workflow

Investigating why a workflow hasn't progressed

Restarting a workflow after an error has been resolved

How it works...

Setting up delegation

Getting ready

How to do it...

How it works...

10. Setting Up and Managing Security

Introduction

The link between security and licensing

Manually assigning users to roles

Getting ready

How to do it...

How it works...

Dynamically assigning users to roles

Getting ready

How to do it...

How it works…

Creating a model for security

Getting ready

How to do it...

How it works...

There's more...

Creating a project from a model

Removing a change to a security key

Creating a new security role

Getting ready

How to do it...

How it works...

There's more...

Adding duties and privileges to a role

Getting ready

How to do it...

How it works...

There's more...

Overriding role permissions

Getting ready

How to do it...

How it works...

There's more...

How do we know what the control is called?

Setting up record-level security

Getting ready

How to do it...

How it works...

Maintaining date-effective policies

Getting ready

How to do it...

How it works...

Segregation of duties and mitigating risk

How to do it...

How it works...

There's more...

Verifying compliance

11. Setting Up and Managing Reports and BI

Introduction

Configuring report servers

Adjusting a report server's configuration

Getting ready

How to do it...

How it works...

There's more...

Setting up report deployment settings

Getting ready

How to do it...

How it works...

See also

Deploying reports

Getting ready

How to do it...

How it works...

There's more...

Common warnings and errors

Creating Cue definitions

Getting ready

How to do it...

How it works...

There's more...

Adding a Cue group

Getting ready

How to do it...

How it works...

Adding Cues

Getting ready

How to do it...

How it works...

There's more...

Editing quick links

How to do it...

How it works...

Configuring Analysis Services

Getting ready

How to do it...

How it works...

There's more...

Inspecting data within a cube

See also

Prerequisites

Other useful links

12. Setting Up and Managing the Application Integration Framework

Introduction

Installing web services on IIS

Getting ready

How to do it...

Confirming that AX has been configured correctly

How it works...

See also

Creating an enhanced inbound port

Getting ready

How to do it...

Processing options

Processing options for transformation and value mapping

How it works...

There's more...

The filesystem adapter

Value mapping

See also

Activating and deactivating ports

Getting ready

How to do it...

How it works...

See also

Deploying a service group

Getting ready

How to do it...

How it works...

There's more...

Creating an outbound port

Getting ready

How to do it...

How it works...

Managing transforms

Getting ready

How to do it...

How it works...

Monitoring and troubleshooting within AIF

Batch routines

Getting ready

How to do it...

Queue manager

Queue entries at error status

Queue entries at MalformedXML status

Exception log

See also

13. General Performance-related Tasks

Introduction

Processing clean-up routines

Cleaning up the general ledger data

How to do it...

How it works...

Cleaning up the procurement and sourcing data

How to do it...

How it works...

Cleaning up the sales and marketing data

How to do it...

Sales and marketing – delete orders

How it works...

Cleaning up the inventory and warehouse management data

The stock journals cleanup

Stock and warehouse management – the stock dimensions cleanup

How to do it...

Stock and warehouse management – stock dimensions clean-up

How it works...

Stock and warehouse management – the stock journals cleanup

Stock and warehouse management – the stock dimension cleanup

Cleaning up the old calendar dates

How to do it...

How it works...

There's more…

Cleaning up notifications

Getting ready

How to do it...

How it works...

Reindexing tables or the whole database

Getting ready

How to do it...

How it works...

There's more...

Table and index options

Enable fill factor and pad index

Enable sort in TempDB

See also

Compressing the database tables

Getting ready

How to do it...

How it works...

See also

Synchronizing the database

Getting ready

How to do it...

Synchronize the database

How it works...

There's more...

Truncating a table

Getting ready

How to do it...

How it works...

Running a consistency check

Getting ready

How to do it...

How it works...

Optimizing the model store

Getting ready

How to do it...

How it works...

See also

A. Further Reading

Licensing

Evolution of layers to models

Layers

Models

Deployment lifecycle

Element IDs

Environments

The process

System monitoring – determining what to monitor

The hardware and network Infrastructure

Dynamics AX 2012 server environment monitoring

Dynamics AX 2012

Batch framework

Workflow

Application integration framework

Microsoft SQL Server

What to monitor?

Index

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