Course 80015B:

Enterprise Portal Development in Microsoft Dynamics AX 2009

Length:3 Days
Published:July 22, 2010
Language(s):English
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics AX 2009
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
This three-day course introduces the student to Microsoft Dynamics AX 2009 Enterprise Portal. This course begins with the basic installation and configuration of Enterprise Portal. The student will then learn about the development environment of Enterprise Portal and will be able to build a functional Web site using new and existing Enterprise Portal application objects. Because Enterprise Portal in Microsoft Dynamics AX 2009 is dependent on Windows SharePoint Services, much of this course works within SharePoint Services.
Audience Profile
This course is intended for individuals who will be developing Enterprise Portal Web sites. This audience typically includes application consultants who are tasked with creating a customer's Web site based on the configuration and customization of the application. In addition, consultants who are responsible for training or supporting the customer will benefit from the course.
At Course Completion
After completing this course, students will be able to:
  • Describe the usage and purpose of the major components that comprise Enterprise Portal.
  • Describe the overall architecture of Enterprise Portal.
  • Create a Web site, Web pages, and build a functional web application in Enterprise Portal.
  • Set up users with an Enterprise Portal Web application.
  • Develop new Enterprise Portal roles, and assign them the proper security access.
  • Learn how to configure Security for your Portal site.
  • Demonstrate how to place lookup forms on Web grids.
  • Demonstrate how to filter Web published data depending on the user type.
  • Secure Web forms and reports using Web content.
  • Understand and install new Web parts.
Course OutlineModule 1: Module 1: Enterprise Portal in Microsoft Dynamics AX 2009
This module explains what Enterprise Portal is, its components, and architecture.
Lessons
  • What is Enterprise Portal?
  • Enterprise Portal Architecture
After completing this module, students will be able to:
  • Describe the concepts and uses of Enterprise Portal.
  • Describe the major components of Enterprise Portal.
  • Describe the architecture of Enterprise Portal.
Module 2: Module 2: Installing and Deploying Enterprise Portal
This module explains how to install and deploy Enterprise Portal.
Lessons
  • Enterprise Portal Requirements
  • Install Enterprise Portal Framework and Role Centers
  • Configure Enterprise Portal
  • Deploy Enterprise Portal
  • Deploy Role Centers
After completing this module, students will be able to:
  • Identify prerequisites and individual software components in Enterprise Portal.
  • Install Enterprise Portal framework and Role Centers.
  • Configure Enterprise Portal using the Configuration Wizard and give users access.
  • Deploy a modified Enterprise Portal site to another application.
  • Deploy Role Centers and manage user profiles.
Module 3: Module 3: Enterprise Portal Structure and Permissions
This module explains how to work with Enterprise Portal, SharePoint Services, and the components parts.
Lessons
  • Enterprise Portal Web Site Parts
  • Navigate Enterprise Portal
  • Web Sub-modules
  • Quick Launch
  • Workspace
  • Role Centers
  • Enterprise Portal Security
Lab : Create a new Web sub-module
  • Create a new Web sub-module labeled Fleet Management in the AOT.
  • Deploy the Web sub-module to Enterprise Portal.
  • View Enterprise Portal to confirm the Web sub-module exists.
After completing this module, students will be able to:
  • Work with the component parts of an Enterprise Portal Web site.
  • Navigate around an Enterprise Portal Web Site.
  • Identify where the Web sub-modules are and what they signify.
  • Know where to modify Quick Launch menus.
  • Describe the purpose of the Workspace area and its contents.
  • Configure Role Centers and Users.
  • Configure Enterprise Portal Security.
Module 4: Module 4: Customizing Enterprise Portal Pages
This module explains how to customize and personalize Enterprise Portal Web Part Pages.
Lessons
  • Customizing and Personalizing Enterprise Portal
  • Report Web Parts
  • Web Part Connections
  • Customizing Enterprise Portal Appearance
  • Customizations of a Web Part Page
Lab : Modify a Web Part
  • This lab modifies an existing Web Part.
Lab : Add a Web Part
  • This lab adds a new Web Part to a Web Part Page.
Lab : Connect Web Parts
  • This lab connects two Web Parts, so one can pass context to the other.
Lab : Change the SharePoint theme
  • This lab changes the SharePoint theme on the Enterprise Portal.
Lab : Add an image from the AOT
  • This lab displays an image from the AOT on the Enterprise Portal.
After completing this module, students will be able to:
  • Use Web Parts to customize and personalize web pages in Enterprise Portal.
  • Add Report Web Parts to a web page.
  • Connect a Web Part to other Web Parts.
  • Customize the appearance of Enterprise Portal using SharePoint Services Features.
  • Make simple customizations of a Web Part Page.
Module 5: Module 5: Enterprise Portal Elements in the AOT
This module focuses on the relationship between Microsoft Dynamics AX 2009 Enterprise Portal Web Parts and the Web elements inside the Microsoft Dynamics AX 2009 AOT. It discusses the Web elements included in the Web node in the Application Object Tree (AOT), and how they are created and modified.
Lessons
  • The AOT Web Node
  • Create Web Elements in the AOT
  • Data Access
  • Data Search
  • User Controls
  • Testing User Controls
Lab : Modify a Page Title Web Part
  • This lab will change the title and add an icon to a Web Part Page.
Lab : Create a Data Set
  • This lab creates a new Data Set in the AOT.
Lab : Create a User Controls
  • This lab creates a new User Control in Visual Studio.
After completing this module, students will be able to:
  • Understand the relationship between Enterprise Portal Web Parts and the Web elements inside the Microsoft Dynamics AX 2009 AOT.
  • Know how to create Web elements in the AOT.
  • Use data sets to access Microsoft Dynamics AX 2009 data.
  • Configure the Data Crawler.
  • Create User Controls to add new functionality to Enterprise Portal.
  • Test User Controls.

Module 6: Module 6: X++ and C# code
This module focuses on the components that are used to build Enterprise Portal Web Pages. This chapter shows how to work at the code level, using X++ and C# to modify and create advanced functionality for Enterprise Portal.
Lessons
  • Data Set Methods and Properties
  • Markup Code on User Controls
  • Session Object
  • Record Context
  • Passing Parameters
  • Eventing
  • Interaction Between User Controls and Data Sets
  • Page Redirections
  • Labels
  • User Control Shared Code
  • Proxies
  • Metadata
  • Unbound Data
  • Lookups
  • Pop Ups
  • Exception Handling
Lab : Record Context
  • This lab involves passing record context between Web Parts.
Lab : Eventing
  • This lab involves registering for events, and adding actions to happen at those events.
Lab : Shared Code
  • This lab creates Shared Code on User Controls.
Lab : Proxies
  • This lab uses Proxies to access X++ code from Visual Studio.
Lab : Metadata
  • This lab uses Metadata.
Lab : Lookups
  • This lab implements a Lookup.
After completing this module, students will be able to:

  • Override methods and set properties on Data Sets in the AOT
  • Add markup code to a User Control.
  • Write code to retrieve the Session object.
  • Pass record context between Web Parts or Web Pages.
  • Pass parameters in URLs.
  • Register User Controls for events.
  • Create interactions between User Controls and Data Sets.
  • Redirect Enterprise Portal users to a new Web page.
  • Use Microsoft Dynamics AX 2009 labels in User Controls.
  • Share User Control code.
  • Interface to X++ classes using proxies.
  • Access metadata from the AOT.
  • Format and validate unbound data.
  • Add lookups to User Controls.
  • Launch pop up windows.
  • Handle exceptions in User Controls.

Additional Reading
To help you prepare for this class, review the following resources:
  • General knowledge of Microsoft Windows.
  • Microsoft Dynamics AX navigation is helpful but not required for this course.
  • General Knowledge of Windows SharePoint Services.

It is recommended, but not required, that students have completed:
  • Microsoft Dynamics AX 4.0 Development I.
  • Microsoft Windows SharePoint Portal Services course.
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