Course 80221A:

Installation and Configuration for Microsoft Dynamics AX 2012

Length:3 Days
Published:September 14, 2011
Language(s):English, Chinese (Simplified), French, German, Italian, Japanese, Spanish
Audience(s):IT Professionals
Level:200
Technology:Microsoft Dynamics AX 2012
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
This three-day instructor-ledcourse, Installation and Configuration in Microsoft Dynamics AX 2012, provides students with the necessary tools and resources to perform basic installation and configuration tasks in Microsoft Dynamics AX 2012.  
Audience Profile
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.
At Course Completion
After completing this course, students 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.
Course OutlineModule 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, students 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: InstallationThis 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, students 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, students 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, students 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, students 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, students 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, students 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, students 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, students 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, students 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.

Before attending this course, students must have:
  • The ability to use Microsoft Dynamics AX 2012 for basic processing 
  • Experience using:
    • Windows Server
    • Active Directory
    • Networking
  • Understanding of:
    • Understanding of
    • SQL Server
    • Domain Controllers
    • Web Service

It is recommended that they also have:
  • Completed the Introduction to Microsoft DynamicsAX 2012 course
  • Experience using
    • SQL Server Reporting Services
    • SQL Server Analysis Services
    • Internet Information Services
    • Understanding of
      • Domain Names Service
      • Microsoft Exchange (SMTP)
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