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Administration in Microsoft Dynamics AX 2009
Course 80149: Two days; Instructor-Led

Prerequisites

It is required that students have completed:

Microsoft Dynamics AX 2009 Introduction

Knowledge of Microsoft Windows Server

Knowledge of Microsoft SQL Server

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.

Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

Chapter 1: Security Considerations

This chapter provides an introduction to the use of proper security in the Microsoft Dynamics AX 2009 system.

Sections

Scenario

Infrastructure Security Considerations

Security Keys

Configuration Functionality Table

Maintaining Privacy

Security Considerations and Best Practices

Labs

Lab 1.1

After completing this module, students will be able to:

Follow security best practices

Keep a high profile on security for all users on the system

Keep the application as secure as possible.

Chapter 2: Managing Security

This chapter is designed to help the administrator manage the security within the Microsoft Dynamics AX 2009 system.

Sections

Scenario

Manage Domains

Manage User Groups

Manage Permissions

Manage Users

Manage Record Level Security

Troubleshoot Access Management

Labs

Lab 2.1 – Create a new domain and user group

Lab 2.2 – Assigning security keys

After completing this module, students will be able to:

Manage domains

Manage user groups

Manage permissions

Manage users

Manage record-level security

Troubleshoot access management

Chapter 3: Managing Data

This chapter discusses with the tools available for data management.

Sections

Scenario

Use Export for Backups

Export/Import Definition Groups

Importing Data

Backup and Restore Data

Disaster Recovery

Labs

Lab 3.1 – Create Definition Groups and Export data

Lab 3.2 – Export, Populate and Import an Excel Template

After completing this module, students will be able to:

Export/Import definition groups

Export standard data

Export default data

Export Excel data

Use export to backup data

Import data from .dat files

Import default data

Import data from other systems

Use Excel templates to import data

Use backup and restore data and disaster recovery

Chapter 4: Maintaining the Application Object Server

This chapter focuses on how to manage the AOS. This allows the Administrator to install separate development, test, or live systems and move between the separate systems with simple changes to the AOS configuration.

Sections

Scenario

Start/Stop the AOS Service

Troubleshoot AOS Problems

Managing Server Configurations

Managing AOS Startup Settings

Labs

Lab 4.1 – Create a New Configuration

Lab 4.2 – Change the default port number for AOS

After completing this module, students will be able to:

Manage the AOS Windows service

Understand AOS instance startup and tracing settings

Change AOS startup settings

Know the available AOS startup commands

Troubleshoot common problems with the AOS

Chapter 5: Monitoring and Tuning

This chapter discusses how to monitor the system and gather knowledge about how the Microsoft Dynamics AX 2009 servers are operating, and then use this knowledge to tune that operation to improve performance.

Sections

Scenario

Tracing

Tune Database Settings

Troubleshooting Client Problems

Tune AOS Performance

Labs

Lab 6.1 – Set up an Alert

Lab 6.2 – Reading Trace Files

After completing this module, students will be able to:

Set up Performance Monitor Counters

Trace Server Performance

Tune Database Settings

Troubleshoot Problems with Clients

Tune Application Object Server Performance

Chapter 6: Managing Alerts

This chapter explains the purpose of alerts and how they provide 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.

Sections

Scenario

Alert Security Keys

Alert Rules and Templates

Batch Execution

Unsent Alerts

Email

Labs

Lab 7.1 - Create Alert Rule Exercise

Lab 7.2 - Create Alert Rule Template

Lab 7.3 - Create Alert Rule Using Template

After completing this module, students will be able to:

Define the use of alerts in Microsoft Dynamics AX 2009

Set up alerts

Create alert rules

Create alert rule templates

Receive alerts

Show the flow of events when alerts are triggered

Explain why alerts are not sent

Chapter 7: Managing Changes

This chapter focuses on how to implement a successful change management strategy. Manage and track all application and infrastructure changes through a change approval and documentation system.

Sections

Scenario

Manage Multiple Installs

Configuring Client Startup Settings

Labs

Lab 8.1 – Display Message at Startup

Lab 8.2 – Enable Printing

After completing this module, students will be able to:

Manage multiple install

Configure client startup settings

Chapter 8: Batch Framework

This chapter explains the purpose of batch jobs, how to set up a batch job, and schedule it to run at a specified time.

Sections

Scenario

Create Batch Group

Create Batch Journal

Run Batch Jobs

Labs

Lab 9.1 – Setting up a batch job

Lab 9.2 – Batch journals

After completing this module, students will be able to:

Create batch groups and batch journals

Add jobs to the batch queue

Execute batch jobs

Use the batch list form

Chapter 9: Workflow

This chapter focuses on configuring the Workflow Framework for Automation.

Sections

Workflow Overview

The Workflow Framework

Create a Workflow

Workflow Maintenance

Labs

Lab 9.1 - Create a Workflow Diagram

Lab 9.2 - Configure a Workflow

Chapter 10: Cross Company Payments and Time Zones

This chapter focuses on configuring the Workflow Framework for Automation.

Sections

Cross Company Payment Settlements

Time Zones

 

Appendix A: Solutions to Exercises

This appendix contains all the answers to the chapter exercises.

Appendix B: Solutions to Labs

This appendix contains all the answers to the lab exercises.