Administration in Microsoft Dynamics AX 4.0
Course 8634: Two days; Instructor-Led
Prerequisites
It is required that students have completed:
| • | Microsoft Dynamics AX 4.0 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 4.0 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 4.0 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: Managing External Connections Using AIF
This chapter focuses on configuring the Application Integration Framework for document exchange.
Sections
| • | Architecture Overview |
| • | The Application Integration Framework |
| • | Terminology |
| • | Adapter-based Document Exchange |
| • | File System Exchange |
| • | MSMQ Exchange |
| • | Microsoft BizTalk Server Adapter Exchange |
| • | Web Services Exchange |
Labs
| • | Lab 5.1– Create Local Endpoints |
| • | Lab 5.2– Configure Global Settings |
After completing this module, students will be able to:
| • | Define the Application Integration Framework (AIF) |
| • | Explain and describe the AIF functions and architecture |
| • | Use the terminology unique to AIF |
| • | Explain the overall document exchange process. |
| • | Configure AIF for an file system adapter based document exchange. |
| • | Configure AIF for an MSMQ adapter based document exchange. |
| • | Configure AIF for an adapter based document exchange using the BizTalk adapter. |
| • | Configure AIF for an inbound Web service document exchange. |
Chapter 6: Monitoring and Tuning
This chapter discusses how to monitor the system and gather knowledge about how the Microsoft Dynamics AX 4.0 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 7: 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 |
| • |
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 4.0 |
| • | 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 8: 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 9: Processing Batch Jobs
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 |
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.
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