Administration & Security Essentials Microsoft Dynamics AX 2012 R3 Atlanta I Denver I San Francisco I St. Louis I Toronto
Table of Contents Course Details 1 Prerequisites 3 Course Outline 4 Agenda 12 Course Details This five-day instructor-led course provides students with the knowledge and skill to manage and administer Microsoft Dynamics AX. It introduces individuals to the Microsoft Dynamics AX 2012 Administration module. It covers security, both inside and outside of the system, maintaining configurations, monitoring and tuning Microsoft Dynamics AX, and managing changes in the system. There are also sections on managing Global Address Books, Batch processes, Emails, Alerts, and Workflow. This training is intended as an advanced training material for the Administration module. Audience Tim-IT Manager Chris-IT Engineer Sean-Technical End User/Power User Victor-Business Systems Developer Isaac-Business Application Developer At Course Completion Participants will be able to manage security, setup and configure clients, manage alerts, setup and manage emails, utilize alerts, maintain the AOS, utilize batch process, and understand workflow basics. Electronic copies of certificates are given out automatically upon completion of a course. If for some reason you don t receive a certificate or have special circumstances (multiple participants, physical certificates, etc.), feel free to contact us at jstraining@junctionsolutions.com. Proprietary and Confidential Page 1 of 13 2012
Course Cancellation Policy Junction Solutions reserves the right to cancel courses up to 7 days prior to class commencement due to low enrollment. In the event of a cancellation, Junction Solutions will contact any enrolled students. Travel and Expense Policy Travel Expenses which will be billed at a later date. If the client would like the trainer to follow a specific travel policy attach it upon execution of the statement of work. Payment All work performed shall be performed on a fixed fee basis. This is in accordance with the after sales service agreement of the original statement of work for the purchase and installation of Microsoft Dynamics AX. Junction Solutions will bill the Client upon execution of the statement of work. Payments must be made before the beginning of the training and additional expenses will be billed after the conclusion of training. Refund Policy: Any cancellations 14 days prior to the scheduled course will be provided a 100% refund. Cancellations 7 days prior to the scheduled course will be provided with a 50% refund. Cancellations within 7 days of course commencement will not be refunded. Proprietary and Confidential Page 2 of 13 2012
Prerequisites Students Admin & Security Essentials R3: Syllabus and Agenda Students attending this section of the course should have a basic understanding of: General knowledge of Microsoft Windows Basic knowledge of Dynamics AX 2012 navigation Knowledge of Microsoft Windows Server Knowledge of Microsoft SQL Server Environment Before the beginning of the first lesson the following materials and equipment will be required: A LCD Projector* Projection screen/surface A white board or Flip chart stand/paper (optional) Each attendee will need a Laptop/PC with the following available: Internet connection A VPN connection to Junction Solution (The connection information will be provided by the trainer upon the first day of training). Junction Solutions Training Academy hosts the training images on a local server in our Denver offices. The VPN connection is required for the participants to connect to the Hyper-V training image. * The instructor can provide a projector if one is not available upon request only. Proprietary and Confidential Page 3 of 13 2012
Course Outline Chapter 1: Global Address Book Microsoft Dynamics AX 2012 includes a global address book that is shared among all companies in your environment. You do not have to create virtual companies for the global address book, as in past releases of Microsoft Dynamics AX. The global address book stores party record information for each organization or person that your organization has contact with, such as customers, vendors, competitors, and workers. A party is a person or organization that is either internal or external to your organization. Review setting up global address book Introduce the creation of address books Discuss global address book security Describe address format setup Creating a global address book Chapter 2: Setup and Maintain Emails Email is an essential part of the setup of batch processing, alerts, and workflows in the integration of Microsoft Dynamics AX 2012 and Microsoft Outlook. Ensure email is setup Review email batch jobs Discuss emails and retry schedules Setting up email Proprietary and Confidential Page 4 of 13 2012
Chapter 3: Alerts Microsoft Dynamics AX 2012 provides the capability for users to stay informed on the condition of their business by using alerts. Users can set their own alerts for almost any condition that might occur within their business. Define alerts Demonstrate the variety of alert views available Review the setup of alerts Discuss the alert rule structure Review the flow of alerts Analyze the possible issues in unsent alerts Introduce alert maintenance Create an alert rule Chapter 4: Security Considerations Microsoft Dynamics AX has a variety of security and configuration options within the application framework, to help keep sensitive data safe, users focused on their roles, and the system as streamlined as possible. Microsoft Dynamics AX offers many security and configuration options. Knowing how to implement these options will help companies cover security needs. Security is expanded in Microsoft Dynamics AX 2012 to a model that supports interoperability with many other systems that already exist. It is made up of reusable security roles, process cycles, duties, privileges, and permissions. Along with the new Extensible Data Security framework, these security tools give administrators greater control of individual and data access. This improves the adherence to internal policy and external security auditing controls. Review the security overview Discuss authentication methods Demonstrate adding users Explain role based security Review extensible data security framework Discuss customizing security Adding System Users Grant a user access to Microsoft Dynamics AX 2012 Proprietary and Confidential Page 5 of 13 2012
Chapter 5: Security Development Tool Demonstrate the installation process Admin & Security Essentials R3: Syllabus and Agenda Describe the Security Entry Point Permissions form Describe the Shortcut Menu options Test security permissions Explain how to maintain permissions Record entry points Update a role Chapter 6: AOT Security The developer manages the role-based security using the AOT in Microsoft Dynamics AX 2012. This is an expansion of the capabilities of the system administrator in the AX UI. The developer can create models for the system administrator to use, without creating extra code or extensive maintenance. Query policies also can be developed that allow specific access to rows or records depending on the need to either enable or restrict views to data. Review role-based security in the AOT for developers Discuss automatic inference of permissions in AOT security Describe query security policies in the AOT for data records Changing security settings Chapter 7: Layers and Models Microsoft Dynamics AX uses a layering system where layers are a hierarchy of levels in the application source code. This ensures that modifications and additions can be made without interfering with the application objects on other levels. A model is a set of elements in a given layer. Each layer consists of one or more models. Each layer contains one system-generated model that is specific to that layer. Every element in a layer belongs to only one model. In other words, no element can belong to two models in the same layer, and every element must belong to a model. Explain layer architecture in Microsoft Dynamics AX 2012 Discuss the structure and benefits of model object management : Create a development project. Proprietary and Confidential Page 6 of 13 2012
Chapter 8: Clients The topics in this section provide information about how to configure and help secure clients for Microsoft Dynamics AX by using the client configuration tool. Review the installation of the Microsoft Dynamics AX client Discuss client security and protection Describe using the client operation tool to manage and configure client installations Client configuration Chapter 9: Maintaining the Application Object Server An Application Object Server (AOS) is a core component of the Microsoft Dynamics AX 2012 installation and is installed by using Setup. An AOS enforces security, manages connections between clients and the database, and provides the foundation where Microsoft Dynamics AX business logic is executed. Review application object server planning and architecture Describe deployment of application object servers Discuss managing application object server security and protection Explain application object server operations Review troubleshooting application object servers Create a new AOS configuration Proprietary and Confidential Page 7 of 13 2012
Chapter 10: Workflow This chapter introduces the user to the workflow process which can help the company create consistent processes, provide visibility to the history of specific tasks, and provides a centralized list for review and approval. Explain the benefits of workflow. Create a workflow and configure basic settings Introduce the workflow graphical editor Setup workflow elements Configure an approval element Configure workflow tasks Complete a workflow configuration Review workflow administration Describe inquiries and reports in workflow Configure a workflow Chapter 11: Batch Framework This topic describes how you can use batch processing to allow you to run specific tasks as batch jobs, which can be scheduled and run on a different computer (a batch server). Many tasks in Microsoft Dynamics AX can be run as part of batch jobs. Describe the uses of batch processing. Review batch server setup including topology planning and managing Discuss batch processing of dependent tasks Create batch groups, jobs, and tasks Setup a batch job Proprietary and Confidential Page 8 of 13 2012
Chapter 12: Planning Data Import, Export, and Migration This topic describes the tools and strategies to use when planning to import or export Microsoft Dynamics AX data. It describes how to plan to migrate data from one enterprise resource planning (ERP) system to another. Finally, it describes performance and security considerations for data import and export. Describe planning for data import, export, and migration Review the use Microsoft Dynamics AX to transfer data Demonstrate configuring Integration Ports for Office Excel Import Document service setup Configure an inbound port for Excel Chapter 13: Working with Office Add-Ins Microsoft Dynamics AX provides a set of Web sites that give you access to data. On these sites, you can also participate in business processes by using Web based forms. These sites are collectively called Enterprise Portal for Microsoft Dynamics AX. Review the different types of data sources Setup data sources Discuss security for data sources Create an Excel template Publish an Excel document Create a Word template Link a Word template to a document type Export to Word template Chapter 14: Database Administration Database administration is a key component in the health of the Microsoft Dynamics AX 2012 operation. Many of these procedures, backup and recovery, tuning data access settings, SQL profiles and SQL Database tuning operations will need to be coordinated with the SQL Database administrators. Define backup and recovery Analyze the process for tuning data access settings Review how to use SQL profiler Discuss SQL database tuning advisor Backup and recovery planning Proprietary and Confidential Page 9 of 13 2012
Chapter 15: Performance tasks Reindexing key tables or database structures Admin & Security Essentials R3: Syllabus and Agenda Compressing the SQL tables Synchronizing Truncating a table Running a consistency check Optimizing the model store Reindexing Consistency check Chapter 16: Services and Application Integration Framework (AIF) With the release of Microsoft Dynamics AX 2012 improvements to services and the Application Integration Framework (AIF) help make implementation, administration, and deployment of services easier. This chapter reviews the installation and deployment of services. Steps required for configuring inbound and outbound ports will also be covered. 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 Setup an Enhanced Inbound Port Chapter 17: Enterprise Search Enterprise Search in Microsoft Dynamics AX 2012 enables users to search through data, metadata, and documents that are attached to records by using either the Microsoft Dynamics AX client or Enterprise Portal for Microsoft Dynamics AX. This module covers enterprise search functionality and how it can improve productivity. Set up enterprise search in Microsoft Dynamics AX 2012 Search for data using enterprise search Proprietary and Confidential Page 10 of 13 2012
Chapter 18: Enterprise Portal (EP) and Role Centers Microsoft Dynamics AX provides a set of Web sites that give you access to data. On these sites, you can also participate in business processes by using Web based forms. These sites are collectively called Enterprise Portal for Microsoft Dynamics AX. Discuss the components that make up Enterprise Portal Discuss security and authentication for access to Enterprise Portal Deploy Enterprise Portal Configure the components of Enterprise Portal Assign Users to Role Center Profiles Chapter 19: Configure & Personalize Role Centers The topics in this section provide information about molding out-of-box role centers to specific organization needs or preferences. View role center from the rich client View role center from enterprise portal Describe common features found in all or most role centers Describe special features or additional setup that is required for certain role centers Demonstrate the steps to customize the personal and shared version of a role center Discuss customizations of links, reports, cues, and so on to help maximize the role centers. Chapter 20: Miscellaneous Administrative Procedures This chapter discusses miscellaneous administrative procedures such as virtual company accounts, creating and using partitions, and the configuration and management of database logs. Discuss virtual company accounts Creating and using partitions Review and manage user profiles Introduce enterprise search Define the configuration and management of database logging Verify system settings using the Microsoft Baseline Configuration Analyzer (MBCA) Describe the process of cleaning up user logs Discuss planning database back up recovery and disaster recovery Proprietary and Confidential Page 11 of 13 2012
Agenda 9:00 AM 10:00 AM 11:00 AM Day 1 Day 2 Day 3 Day 4 Day 5 Introductions and Basic Navigation Global Address Book Setup and Manage Emails Security Development Tool Layer, Models, and Projects Workflow Database Administration Enterprise Search Introduction to Enterprise Portal 12:00 PM LUNCH LUNCH LUNCH LUNCH LUNCH 1:00 PM 2:00 PM 3:00 PM 4:00 PM 5:00 PM Managing Alerts Security AOT Security SESSION END Clients Maintaining the AOS SESSION END Batch Framework Planning Data, Import, Export, and Migration Working with Office Add- Ins SESSION END Performance Tasks Services & Application Integration Framework SESSION END Configure & Personalize Role Centers Review Supply Chain Role Centers Review Finance Role Centers Overflow\ Open Forum SESSION END Proprietary and Confidential Page 12 of 13 2012