Installation and configuration

About this course

This three-day instructor-led course, 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.

Agenda

Module 1: Overview and planning

Lessons

  • Overview
  • Server setup
  • Domain accounts
  • Planning
  • Architecture
  • Planning hardware and software
  • RAID subsystem
  • Disaster recovery
  • Staff skills review
  • Naming convention
  • Components

Module 2: Installation

Lessons

  • Setup utility
  • Install an environment
  • Perform a single-computer installation
  • Configuration utilities
  • Install Microsoft Dynamics AX in silent mode
  • Office add-ins
  • Initialisation checklist

Lab

  • ‍Install a test environment including a database with a model, and an AOS

Module 3: Managing users and security

Lessons

  • Security overview
  • Authentication
  • Adding users
  • Adding active directory groups
  • Role based security
  • Extensible data security framework
  • Customising security

Labs 

  • Add a user
  • Add roles to users
  • Add users to roles

Module 4: Services

Lessons

  • Services overview
  • Administration
  • Integration and planning
  • Infrastructure and deployment
  • Troubleshoot and monitor services
  • Security

Labs

  • Set up an enhanced inbound port using services
  • Install web services on IIS rather than on the AOS

Module 5: Workflow

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

Labs

  • Configure an approval on a workflow
  • Create a new user workflow and add an approval element
  • Create a work item queue
  • Open the workflow editor
  • Modify a workflow to use the work item queue

Module 6: Analitics

Lessons

  • Cube overview
  • Installation and deployment
  • Configuration
  • Security

Labs

  • ‍Deploying default cubes
  • Configuring default cubes

Module 7: Reporting

Lessons

  • Overview
  • Planning considerations for reporting
  • Batch support
  • Installation and deployment
  • Configure report servers
  • Security considerations

Labs

  • Setup a report as batch
  • Deploy reports

Module 8: Enterprise portal

Lessons

  • About enterprise portal
  • Installation
  • Security and authentication
  • Deployment
  • Configuration and administration

Module 9: Administration

Lessons

  • Model management
  • System monitoring
  • System administration
  • Set Up and manage Emails
  • Set Up and manage batch processing
  • Set Up and manage alerts

Labs

  • ‍Manage models
  • Set up a batch job
  • Set up an alert rule

Module 10: Organisation model

Lessons

  • About Organisations and organisational hierarchies
  • Plan the organisational hierarchy
  • Working with legal entities
  • Working with operational units
  • Working with organisational hierarchies
  • Organisation hierarchy examples

Lab

  • ‍Create new operating units and modify the organisational hierarchy
Microsoft Certified Trainer

All our instructors are Microsoft certified and have a minimum of ten years’ training and real-world Dynamics experience. ANEGIS also provides professional technical equipment and fully equipped training rooms.

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