PacktLib: Microsoft Dynamics AX 2012 R2 Administration Cookbook

Microsoft Dynamics AX 2012 R2 Administration Cookbook


About the Author

About the Reviewers


Managing Users in AX 2012


Creating a new Dynamics AX user

Creating a Claims (flexible authentication) user

Importing users from the Active Directory

Understanding the user request workflow

Defining user relations and basic roles in human resources

Assigning roles to users

Assigning profiles to users

Managing users by PowerShell commands

User groups, what happened?

Working with Licensing in AX 2012


Adding a new license key

Importing a license file

Managing configuration keys

Reporting your user license count to Microsoft

Making the most out of your AX 2012 license

Model Management


Transferring an XPO

Installing an AX model

Managing conflicts

Uninstalling a model

Exporting or importing a model store

Refreshing an environment from live

Applying a hotfix from Microsoft

Clearing application user caches and usage data

Setting Up and Managing the Application Object Server


Installing an additional object server

Creating a server cluster

Configuring an AOS instance as a batch server

Draining users

Taking an AOS offline

System Monitoring


Setting up alerts for failed batch jobs

Monitoring workflow

Configuring database change tracking

Configuring Dynamics AX SQL tracing

Setting up Dynamics AX and SQL server counters

Configuring and running trace – the tracing cockpit

Setting Up and Managing E-mails and Batch Processing


Setting up e-mail parameters

Configuring the e-mail templates

Monitoring e-mails

Setting up batch groups

Mapping batch groups to batch servers

Assigning a task to be performed as a batch task

Setting Up and Managing Alerts


Using basic alerts setup

Setting up alert e-mail templates

Creating a change-based alert

Creating a due-date-based alert

Managing alert rules

Cleaning up the notifications

Setting Up and Managing Legal Entities and Partitions


Creating a partition

Connecting to the partition

Configuring the new partition

Creating a new legal entity

Placing the legal entity in the organizational hierarchy

Other tasks after creating a legal entity

Setting Up and Managing Workflow


Setting up a workflow

Setting up organization-specific parameters

Administering and troubleshooting workflows

Setting up delegation

Setting Up and Managing Security


Manually assigning users to roles

Dynamically assigning users to roles

Creating a model for security

Creating a new security role

Adding duties and privileges to a role

Overriding role permissions

Setting up record-level security

Maintaining date-effective policies

Segregation of duties and mitigating risk

Setting Up and Managing Reports and BI


Adjusting a report server's configuration

Setting up report deployment settings

Deploying reports

Creating Cue definitions

Adding a Cue group

Adding Cues

Editing quick links

Configuring Analysis Services

Setting Up and Managing the Application Integration Framework


Installing web services on IIS

Creating an enhanced inbound port

General Performance-related Tasks


Cleaning up the general ledger data

Cleaning up the procurement and sourcing data

Cleaning up the sales and marketing data

Cleaning up the inventory and warehouse management data

Cleaning up the old calendar dates

Cleaning up notifications

Reindexing tables or the whole database

Compressing the database tables

Synchronizing the database

Truncating a table

Running a consistency check

Optimizing the model store

Further Reading

Further Reading

Further Reading

Further Reading

Further Reading