Overview

This three-day instructor-led course provides delegates with the necessary tools and resources to perform basic installation and configuration tasks in Microsoft Dynamics AX 2012.

Objectives

At the end of this course you will be able to:

  • Review the main concepts of Installation and Configuration in Microsoft Dynamics AX 2012.
  • Discuss the architecture and requirements of Microsoft Dynamics AX 2012.
  • Install Microsoft Dynamics AX 2012.
  • Add users to Microsoft Dynamics AX 2012 and assign them to roles in the organization.
  • Understand the Microsoft Dynamics AX 2012 role based security architecture.
  • Describe architecture for Services and the Application Integration Framework.
  • Setup an inbound port using services.
  • Install services on IIS.
  • Explain the capabilities of workflow in Microsoft Dynamics AX 2012.
  • Configure an approval workflow.
  • Use the SQL Server Analysis Services Project Wizard.
  • Discuss the Microsoft Dynamics AX 2012 reporting architecture.
  • Deploy Microsoft Dynamics AX 2012 SQL Server Reporting Services reports.
  • Deploy and configure Enterprise Portal.
  • Manage Models in Microsoft Dynamics AX 2012.
  • Setup alerts, email, and batch processing in Microsoft Dynamics AX 2012.
  • Discuss the Microsoft Dynamics AX 2012 organization model at a high level.

Audience

This course is intended for customers who want to learn how to install and configure Microsoft Dynamics AX 2012.
This class is intended for IT managers, system administrators, network engineers, database administrators, and other people in organizations responsible for the setup and configuration of Microsoft Dynamics AX 2012.

Prerequisites

  • The ability to use Microsoft Dynamics AX 2012 for basic processing
  • Experience using: Windows Server; Active Directory; Networking
  • Understanding of: SQL Server, Domain Controllers, Web Service
  • Experience using: SQL Server Reporting Services; SQL Server Analysis Services; Internet Information Services;
  • Understanding of: Domain Names Service; Microsoft Exchange (SMTP)
  • It is preferred that delegates have also completed the Introduction to Microsoft Dynamics AX2012 course

Syllabus

Module 1: Overview and Planning

This module provides an overview of the installation process and describes the servers used in the Microsoft Dynamics AX 2012 environment.

Lessons

  • Overview
  • Server Setup
  • Domain Accounts
  • Planning
  • Architecture
  • Planning Hardware and Software
  • RAID Subsystem
  • Disaster Recovery
  • Staff Skills Review
  • Naming Convention
  • Components

Lab : No Labs in this chapter.

After completing this module, delegates will be able to:

  • Discuss the features and benefits of Microsoft Dynamics AX 2012.
  • List the servers in a Microsoft Dynamics AX installation.
  • Review the requirements for domain accounts.
  • Discuss the steps for planning a Microsoft Dynamics AX installation.
  • Review the architecture for Microsoft Dynamics AX.
  • Discuss the hardware and software requirements for Microsoft Dynamics AX.
  • Explain how RAID disk subsystems can help customers achieve the best performance possible and how they can be protected from a devastating loss of data.
  • Describe considerations for in planning and disaster recovery.
  • Examine the skills that are needed by staff members to successfully install Microsoft Dynamics AX 2012.
  • Describe how to use the naming convention to keep installations organized.
  • Review the components in a Microsoft Dynamics AX installation.

Module 2: Installation

This module provides details on how to install Microsoft Dynamics AX 2012.

Lessons

  • Setup Utility
  • Install an Environment
  • Perform a Single-Computer Installation
  • Configuration Utilities
  • Install Microsoft Dynamics AX in Silent Mode
  • Office Add-Ins
  • Initialization Checklist

Lab : Install a test environment including a database with a model, and an AOS.

After completing this module, delegates will be able to:

  • Review the features of the setup utility.
  • Install the database, application object server, application files, and the client.
  • Perform a single computer installation.
  • Use the client and server configuration utilities.
  • Run setup in silent mode.
  • Install and configure Microsoft Office Add-ins.
  • Process the Microsoft Dynamics AX 2012 Initialization checklist.

Module 3: Managing Users and Security

This module shows how to use manage users using the security framework for Microsoft Dynamics AX 2012.

Lessons

  • Security Overview
  • Authentication
  • Adding Users
  • Adding Active Directory Groups
  • Role Based Security
  • Extensible Data Security Framework
  • Customizing Security

Lab : Add a User

Add a user to Microsoft Dynamics AX 2012

Lab : Grant a User Access to Microsoft Dynamics AX 2012

Add roles to users
Add users to roles

Lab : Add a Role

Add a role to Microsoft Dynamics AX 2012

After completing this module, delegates will be able to:

  • Review the architecture and components of security in Microsoft Dynamics AX 2012.
  • Discuss the various types of user authentication available in Microsoft Dynamics AX 2012.
  • Manually create a user.
  • Import users from Active Directory.
  • Manually add Active Directory groups.
  • Import Active Directory groups.
  • Discuss the components of role based security.
  • Assign users to roles.
  • Discuss the use of the extensible data security policy framework.
  • Customize security to meet your needs.

Module 4: Services

This module reviews Services and the Application Integration Framework within Microsoft Dynamics AX 2012.

Lessons

  • Services Overview
  • Administration
  • Integration and Planning
  • Infrastructure and Deployment
  • Troubleshoot and Monitor Services
  • Security

Lab : Set Up an Enhanced Inbound Port

Set up an enhanced inbound port using services.

Lab : Install Web Services on IIS

Install web services on IIS rather than on the AOS

After completing this module, delegates will be able to:

  • Review how documents are exchanged with the Application Integration Framework and discuss the system services.
  • Explain how to set up and administer services.
  • Describe the integration features and how to plan for the integration.
  • Install web services on Internet Information Services (IIS).
  • Review tools for troubleshooting and monitoring services.
  • Discuss how services rely on the Windows Communication Foundation for security

Module 5: Workflow

This module shows how to setup and maintain Workflow in Microsoft Dynamics AX 2012.

Lessons

  • General Features
  • Architecture
  • Create a Workflow
  • Graphical Workflow Editor
  • Configure an Approval Element
  • Configure Decisions
  • Configure a Parallel Activity
  • Configure a Sub Workflow
  • Configure Line-Item Workflows
  • Configure Tasks
  • Completing a Workflow Configuration
  • Workflow Types
  • Administration
  • Inquiries and Reports

Lab : Configure an Approval on a Workflow

Create a new user workflow and add an approval element

Lab : Create a Work Item Queue

Create a work item queue
Open the workflow editor
Modify a workflow to use the work item queue

After completing this module, delegates will be able to:

  • Explain some of the general features of workflow in Microsoft Dynamics AX 2012.
  • Discuss the architecture of workflow.
  • Create a workflow and configure basic settings.
  • Describe the features and use of the workflow editor.
  • Configure an approval element.
  • Configure manual and conditional decisions.
  • Configure parallel activities.
  • Configure a sub-workflow.
  • Configure a line-item workflow.
  • Configure tasks for a workflow.
  • Complete a workflow including, reviewing errors, activating and viewing versions, and associating a workflow to organizations.
  • Review the various workflow types available in Microsoft Dynamics AX 2012.
  • Set up workflow batch jobs.
  • Set up workflow notifications.
  • Create work item queues.
  • Review user performance on workflows.

Module 6: Analytics

This module reviews installing and configuring cubes in Microsoft Dynamics AX 2012.

Lessons

  • Cube Overview
  • Installation and Deployment
  • Configuration
  • Security

Lab : Deploying Default Cubes

Deploy the default cubes

Lab : Configuring Default Cubes

Configure the default cubes

After completing this module, delegates will be able to:

  • Describe the cubes and cube features that are provided with Microsoft Dynamics AX 2012.
  • Install Business Intelligence components.
  • Use the SQL Server Analysis Services Project wizard to deploy the default cubes.
  • Configure default cubes.
  • Set up security for OLAP data.

Module 7: Reporting

This module reviews the SSRS reporting architecture within Microsoft Dynamics AX 2012.

Lessons

  • Overview
  • Planning Considerations for Reporting
  • Batch Support
  • Installation and Deployment
  • Configure Report Servers
  • Security Considerations

Lab : Setup a Report as Batch

Set up a report to run in batch

Lab : Deploy Reports

Use PowerShell cmdlets to deploy reports

After completing this module, delegates will be able to:

  • Review the reporting architecture in Microsoft Dynamics AX 2012.
  • Review planning considerations for implementing the reporting features of Microsoft Dynamics AX.
  • Discuss how to run a report in batch.
  • Install and deploy SSRS reports.
  • Configure a report server.
  • Discuss the security considerations for Reporting Services.

Module 8: Enterprise Portal

In this module Enterprise Portal concepts are discussed including: installation, security, deployment, authentication, configuration and administration.

Lessons

  • About Enterprise Portal
  • Installation
  • Security and Authentication
  • Deployment
  • Configuration and Administration

Lab : No Labs in this chapter.

After completing this module, delegates will be able to:

  • Discuss the components that make up Enterprise Portal.
  • Review the steps for installing Enterprise Portal.
  • Discuss security and authentication for access to Enterprise Portal.
  • Deploy Enterprise Portal.
  • Configure the components of Enterprise Portal.

Module 9: Administration

In this module concepts used to administer Microsoft Dynamics AX 2012 are discussed.

Lessons

  • Model Management
  • System Monitoring
  • System Administration
  • Set Up and Manage Emails
  • Set Up and Manage Batch Processing
  • Set Up and Manage Alerts

Lab : Manage Models

Create, list and delete a model

Lab : Set Up a Batch Job

Set up a batch job

Lab : Set up an Alert Rule

Create an alert rule

After completing this module, delegates will be able to:

  • Review the steps for creating, exporting, listing and deleting models.
  • Discuss the monitoring tools available for Microsoft Dynamics AX 2012.
  • Review the steps for basic administration set up.
  • Set up and manage email settings and parameters.
  • Describe the use of batch processing.
  • Create batch groups, jobs, and tasks.
  • Set up alerts.

Module 10: Organization Model

This module reviews scenarios setup for the new organization hierarchy.

Lessons

  • About Organizations and Organizational Hierarchies
  • Plan the Organizational Hierarchy
  • Working with Legal Entities
  • Working with Operational Units
  • Working with Organizational Hierarchies
  • Organization Hierarchy Examples

Lab : Organizational Hierarchies

Create new operating units and modify the organizational hierarchy

After completing this module, delegates will be able to:

  • Describe organizations and organizational hierarchies.
  • Review the process for planning an organizational hierarchy.
  • Create or modify a legal entity.
  • Create and modify operating units.
  • Create and modify an organization hierarchy.
  • Discuss examples of how to use organization hierarchies.

Training provider

Teaching mode: Classroom - Instructor Led
Duration: 3 days
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