Installation and Configuration of Microsoft Dynamics AX 4.0
Course 8626: Two days; Instructor-Led

Audience

Installation and Configuration for Microsoft Dynamics AX 4.0 training is recommended for people who plan to install, implement, configure, consult, or support Microsoft Dynamics AX 4.0. The class is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft Dynamics AX 4.0. The course is not intended for non-technical staff.

At Course Completion

The goal of this course is to enable students to:
• Identify the primary components that support Microsoft CRM, including the Microsoft SQL Server database, Application File Server, Application Object Server, Microsoft Dynamics AX 4.0, Microsoft SQL Server, Microsoft SQL Server Reporting Services, Microsoft SQL Analysis Server, Internet Information Services, SharePoint Services and Active Directory.
• Identify the Hardware and Software requirements for the various Microsoft Dynamics AX 4.0deployment scenarios.
• Recognize the requirements that must be in place prior to installing Microsoft Dynamics AX 4.0
• Complete the Installation procedures for the SQL Server database, Application File Server, Application Object Server, and Microsoft Dynamics AX 4.0 Client for both the live and test environments.
• Complete the Installation Checklist
• Complete several Post-installation tasks, including entering preliminary data in the core Microsoft Dynamics AX 4.0 modules
• Configure Microsoft Dynamics AX 4.0 to work between live, test, and development environments.
• Import data into Microsoft Dynamics AX 4.0

Prerequisites

Before attending this course, students must have a working knowledge of Microsoft Windows Server 2003, and Windows XP, Microsoft SharePoint, MicrosoftSQL Server 2005, Active Directory, and Internet Information Services.

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.

The following software is provided in the student kit:
• A Virtual PC images of a server running Microsoft Server 2003 with Microsoft SQL Server 2005 for installing Microsoft Dynamics AX 4.0
• Copy of Microsoft Dynamics AX 4.0 and default sample data

Course Outline

Chapter 1: Microsoft Dynamics AX 4.0 Overview

This chapter provides an overview of Microsoft Dynamics AX 4.0 and shows some of the improvements since the last version.

Lessons

• Installation Improvements

• Database Improvements

• File Server Improvements

• Application Object Server Improvements

• Client Improvements

After completing this module, students will be able to:

• Understand the changes from previous versions of Microsoft Dynamics AX.

• Understand how the changes effect and benefit Partners and Customers.

Chapter 2: Planning Microsoft Dynamics AX 4.0 Install

This chapter examines the hardware and software requirements that must be in place prior to installing Microsoft Dynamics AX 4.0.

Lessons

• Core Computer Roles

• Plan System Topology

• Plan Hardware and Software

• Staff Skills Review

After completing this module, students will be able to:

• Understand what the core computer roles are what they are used for

• Know the different sytstem topologies and understand when they would be used

• Know the software and hardware requirements for Microsoft Dynamics AX 4.0

• Know the skills necessary for installing and setting up Microsoft Dynamics AX 4.0

Chapter 3: Installing a Development System

This chapter discusses how to perform a single computer install of Microsoft Dynamics AX 4.0.

Lessons

• Single Computer Install of Microsoft Dynamics AX 4.0

• Multiple Microsoft Dynamics AX 4.0 Instances

• Manage a New Microsoft Dynamics AX 4.0 AOS Instance

• Point a Client to a Microsoft Dynamics AX 4.0 Instance

• Setup Version Control Server

Lab 1: Install Microsoft Dynamics AX 4.0 on a Single Computer

Lab 2: Manage a new Microsoft Dynamics AX 4.0 Instance

Lab 3: Point a Client to a new Microsoft Dynamics AX 4.0 Instance

After completing this module, students will be able to:

• Understand when it is appropriate to use the single computer install

• Know how to install multiple instances of Microsoft Dynamics AX 4.0

• Know how to manage Microsoft Dynamics AX 4.0 instances

• Understand what the Version Control Server is used for and how to install and set it up

Chapter 4: Installing a Core System

This chapter examines the process flow for installing Microsoft Dynamics AX 4.0.

Lessons

• Basic Setup Steps

• Create SQL Database

• Install Application File Server

• Install Application Object Server

• Clustering AOS with Network Load Balancing

• Install Client

• Start Microsoft Dynamics AX 4.0

Lab 1: Create Database

Lab 2: Install Application File Server

Lab 3: Install Application Object Server

Lab 4: Install Client

After completing this module, students will be able to:

• Understand the steps for performing a production install of Microsoft Dynamics AX 4.0

• Know the steps for installing the SQL database, application files server, Application Object Server, and client

• Know how to set up AOS for load balancing

Chapter 5: Configuring Microsoft Dynamics AX 4.0

This chapter discusses the process flow for the Installation checklist.

Lessons

• Running the Installation Checklist

• Re-execute Installation Checklist

• Run the Checklist without User Intervention

Lab 1: Run the Installation Checklist

Lab 2: Setup Core Modules

After completing this module, students will be able to:

• Understand the reasons for running the Installation Checklist

• Know the steps to complete the Installation Checklist

• Know how to run the Installation Checklist without a user

Chapter 6: Deploying Microsoft Dynamics AX 4.0

This lesson examines Learn how to change Microsoft Dynamics AX configuration for both the server and client to move to a production environment, and the steps used to test Microsoft Dynamics AX 4.0 to make sure all the components are working correctly.

Lessons

• Modify Server and Client Configurations

• Deploying Additional Clients

• Migrating Data

Lab 1: Connect the Application Object Server to another Database

Lab 2: Set Company to open on Startup

Lab 3: Create a Customer Template in Excel

After completing this module, students will be able to:

• Understand how to change the configurations to move from a test to a production environment

• Know how to install additional clients

• Understand how to import legacy information into Microsoft Dynamics AX 4.0

Chapter 7: Set up and Configure Application Integration Framework

This chapter discusses the process for setting up and configuration Application Integration Framework.

Lessons

• Define the Application Integration Framework (AIF)

• Explain and describe the AIF functions and architecture

• Use the terminology unique to AIF

• Explain the application integration server requirements.

• Install the Application Integration Server Prerequisites

• Install the Microsoft Dynamics™ AX 4.0 application integration server.

• Configure IIS for use with AIF.

After completing this module, students will be able to:

• Understand what AIF is and what it is used for

• Know the terminology used with AIF

• Know the requirements for installing AIF

• Understand the installation procedures for AIF

Chapter 8: Installing Microsoft Dynamics AX 4.0 Enterprise Portal

This chapter discusses the process flow for installing Microsoft Dynamics AX 4.0 Enterprise Portal.

Lessons

• Describe the usage and purpose of the major components that comprise Enterprise Portal

• Install and create and Enterprise Portal Web site.

After completing this module, students will be able to:

• Understand what Enterprise Portal is and what it is used for

• Know the requirements for installing Enterprise Portal

• Understand the installation procedures for Enterprise Portal

Chapter 9: Install Microsoft Dynamics AX 4.0 Reporting

This chapter discusses the process for installing Microsoft Dynamics AX 4.0 Reporting.

Lessons

• Explain the reporting features in Microsoft Dynamics™ AX 4.0.

• Install Microsoft( SQL Server( 2005 Reporting Services.

• Install online analytical processing (OLAP).

• Install Microsoft Dynamics AX standard reports.

After completing this module, students will be able to:

• Understand the three different reporting features in Microsoft Dynamics AX 4.0

• Know how to install and setup SQL Server 2005 Reporting Services

• Know how to install and setup OLAP