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Introduction
Successfully installing Microsoft Dynamics AX 4.0 requires more than running
the Setup program. It is important to complete all the required tasks to prepare
the Microsoft Dynamics AX 4.0 environment, in addition to all post-installation
tasks. A good installation process performed carefully and in phases is essential
to a successful implementation.
After configuring the hardware environment and verifying the required software
components, this section follows the steps to install Microsoft Dynamics AX 4.0,
including the following tasks:
Scenario
Global Trade and Manufacturing (GTM) is a mid-sized manufacturer of various
light products. Although their customer base spans multiple countries, their target
is mainly North America. They plan using much of the functionality within
Microsoft Dynamics AX 4.0 plus many of the additional modules.
After a successful fiscal year, GTM wants to broaden its market share by:
Problem
The implementation consultant leading the Microsoft Dynamics AX 4.0
implementation completed the needs analysis, the necessary hardware and
infrastructure is ready for the installation, and they are ready to start the
installation of Microsoft Dynamics AX 4.0.
Goal
The implementation consultant will install Microsoft Dynamics AX 4.0 on
Microsoft® Windows Server™2003 with 25 clients. The implementer must create
a database in the database server, and install the Microsoft Dynamics AX 4.0
components, File server, Application Object Server, and clients, on their own
computer.
Solution
The implementation consultant must follow these steps:
From the initial form, the implementer can perform many tasks. It is a
recommendation that anyone installing Microsoft Dynamics AX 4.0 read the
Implementation Guide. Because there will be updates to the Implementation
Guide, a link to download the most recent version is included as part of the form.
Also included is a link to Microsoft Dynamics AX Online where the most up-
to-date information is located.
BEST PRACTICE: Implementers can print the License terms by clicking the Print
button. It is good practice to keep a hard copy of the license agreement on file.
Create Database
The Microsoft Dynamics AX 4.0 database is part of an existing Microsoft SQL
Server that stores the Microsoft Dynamics AX 4.0 data. A Microsoft SQL Server
database can be set up from any computer, as long as the installer has appropriate
rights to connect to the database server and create databases.
The procedure that follows assumes the installation of a single role on a single
computer. A single computer may have multiple roles. If the implementer installs
multiple roles on a single computer, the order of the pages in the Setup Wizard
changes based on the selections chosen.
• Be case-insensitive
• Match the Microsoft Windows locale of the computers that are
running instances of Application Object Server (AOS).
Components Installed
When a user sets up an SQL Server database, it creates a database to store the
Microsoft Dynamics AX 4.0 data structures. Additionally, it creates an SQL
Server user Logon for the Network Service account of the computer that is
running the AOS instance.
Verify Prerequisites
For the Microsoft Dynamics AX 4.0 database, install the SQL Server using
Windows Authentication, and run und the Local System account.
When creating a Microsoft SQL Server 2005 database on a database server that is
not on the same computer as the Application Object Server (AOS), configure the
database server as follows:
NOTE: If there is a firewall installed on the computer running SQL Server, make sure
that the port for the instance of SQL Server is open. The default port for SQL Server is
1433.
Verify Rights
The installer must log into an account that is a member of both:
1. On the Select computer role page, select Database, and then click
Next.
BEST PRACTICE: Establish a use of a specific naming convention for all aspects of an
installation. This includes the database name, AOS name, and directory name for the
application file server.
A recommended naming convention includes a short form of the customer name, the
Microsoft Dynamics AX 4.0 version, the service pack version, and a code describing
what the installation will be used for, such as Cust_AX_Live.
For more information about naming conventions, refer to the Naming Conventions
Appendix.
4. On the Ready to install page, review the summary of roles for the
computer. To continue, click Install.
5. On the Installing page, implementers can monitor the progress of the
installation progress as the Setup proceeds.
6. On the Completing Microsoft Dynamics AX 4.0 Setup page,
review the summary of roles for the computer. To exit the Setup
wizard, click Finish.
Before manually creating an SQL Server database for Microsoft Dynamics AX,
first create a database using the Setup program to use as a template database.
4. Copy all objects and users from the template database created by
using the Setup program to the new database.
For more information about the manually creating an SQL Server database, refer
to SQL Server Books Online.
The installer must be at the application file server computer to install the
application files. The procedure that follows assumes installation of a single role
on a computer. A single computer can have multiple roles installed. When
installing multiple roles, the order of the pages in the Setup Wizard changes
based on the selections.
Components Installed
Setting up a computer as an application file server installs application files that
are used by an instance of Application Object Server (AOS) and the clients
associated with it.
Verify Prerequisites
The installation directory for the application files must be available to all the
AOS instances on the network.
Verify Rights
Implementers must log on with an account that is a member of the
Administrators group on the computer where running the Setup.
1. On the Select computer role page, select File server, and then click
Next.
The following list includes the countries/regions whose tax and financial
information is included in all installations.
NOTE: Microsoft Dynamics AX 4.0 supports only one additional region per installation.
NOTE: Not all countries may be available. More countries will become available as
Microsoft Dynamics AX 4.0 Service Pack are released.
BEST PRACTICE: Establish and use specific naming conventions for all aspects of an
installation. This includes the database name, AOS name, and application file server
directory name.
A recommended naming convention includes a short form of the customer name, the
Microsoft Dynamics AX 4.0 version, the service pack version, and a code describing
what the installation will be used for, such as Cust_AX_Live.
For more information about naming conventions, refer to the Naming Conventions
Appendix.
CAUTION: Do not set Full Control permissions for the share as that gives more control
over the folder than is necessary, which causes possible security vulnerability.
The Application Object Server (AOS) install must occur at the computer where
the AOS will reside.
Components Installed
Installing an AOS instance installs the following components:
Verify Prerequisites
Before setting up a computer that has the object server role, it is best practice that
the database server and application file server are already in place.
NOTE: If not performing the installation in this order, use the Server Configuration
Utility to set the database and application file share locations.
If a firewall exists on the computer installing the AOS, then the user must open
port 2712 before the system will function.
Verify Rights
The person performing the installation must log on with an account that is both:
1. On the Select computer role page, select Object server, and then
click Next.
NOTE: If the computer does not have HotFix 913184 installed, a warning may appear. If
this warning appears, the implementer must install this HotFix. A restart of the computer
may be necessary after installing the HotFix.
BEST PRACTICE: Establish a use of a specific naming convention for all aspects of an
installation. This includes the database name, AOS name, and application file server
directory name.
A recommended naming convention includes a short form of the customer name, the
Microsoft Dynamics AX 4.0 version, the service pack version, and a code describing
what the installation will be used for, such as Cust_AX_Live.
For more information about naming conventions, refer to the Naming Conventions
Appendix.
NOTE: Make Sure That the AOS account has a share and NT rights to the application
folder using a UNC path. For instructions, check Sharing the Application Folder topic
under Install Application File Server.
7. On the Ready to install page, review the summary of roles for this
computer. To continue, click Next.
NOTE: If performing an upgrade from Microsoft Dynamics AX 3.0, make sure to clear
the Start the AOS Windows service as part of installation check box.
NOTE: The AOS Windows service can take several minutes to start the first time after
the installation. To determine whether it has started, open Administrative tools >
Services, and review the status of the Microsoft Dynamics service.
Scenario
GTM is implementing Microsoft Dynamics AX 4.0. GTM recognizes the critical
nature of the processes and data in the business management system and they
want to configure the system to make sure that there is a high level of
availability.
At their main location in North America, GTM expects enough data requests that
they will use multiple servers for the Application Object Server.
Problem
Because of number of concurrent users and the business processes involved,
GTM expects that one server for the AOS will not be able to handle the data
volume. In addition, GTM expects significant growth and plans for additional
users soon.
Goal
The goal for GTM is to deploy a system that meets all their needs. The system
must:
Solution
To meet all their requirements, GTM deploys the Application Object Server
using AOS load balancing. The load balancing features include:
• Add AOS instances to a cluster and run the cluster without a load
balancer.
• Add AOS instances to a cluster and configure one or more AOS to
be a load balancer.
To set up a cluster without a load balancer, use client configurations to set clients
to connect to one or more AOS instances that have load balancing enabled. If an
administrator needs to remove a computer from the cluster, and one or more
client configuration is pointing to it, the client configuration must be updated. No
additional hardware is required for this topology.
To set up a cluster with a load balancer, use client configurations to set clients to
connect to the AOS that has been set as the load balancer. The administrator can
then add and remove instances from the cluster without needing to update client
configurations. Additional hardware may be required to set up a computer as a
load balancer.
2. Verify that the currently selected AOS instance and configuration are
the correct ones to modify.
3. Select Make this AOS instance part of the load balancing cluster.
4. Set a value for the maximum number of client sessions that the AOS
instance will accept.
Set Up an AOS to be a Load Balancer
3. Select Use this AOS instance for load balancing only (accept no
client connections).
Install Client
A client is the interface to Microsoft Dynamics AX 4.0 data and functionality.
The person installing must be at the Microsoft Dynamics AX 4.0 client computer
to install the client. If the implementer is installing multiple clients, the
recommendation is to share the installation files on a file server and connect to
the location from the computer where the implementer has to install the program.
Components Installed
Setting up a computer as a Microsoft Dynamics AX 4.0 client installs the
following components:
Verify Prerequisites
Make sure to install the database, application file server, and AOS before the
installation of the clients.
Verify Rights
A user must log on with a member account of the Administrators group on the
computer running the Setup program.
Start Setup
To install the Microsoft Dynamics AX 4.0 Client, the implementer follows these
steps:
1. On the Select computer role page, select Client, and then click
Next.
2. On the Select language page, select the initial language that will be
used with Microsoft Dynamics AX 4.0. If there is a later decision to
change languages, administrators can modify the user language
within the client. Click Next to continue.
3. On the Select Help language page, select the Help languages that
will be used for this installation of Microsoft Dynamics AX 4.0. The
recommendation is to install all the Help languages required for the
system during initial installation. Click Next.
NOTE: If there is more than one Help language installed, users can switch between
languages by changing the user settings within the Microsoft Dynamics AX 4.0 client. If
users are not installing all the Help files during initial installation, they can install
additional Help files by running the Microsoft Dynamics AX 4.0 Setup program again,
selecting the Client installation path, and then selecting any additional languages
required.
4. On the Install files page, click Next to accept the default location, or
click Browse to designate a different location. Click Next.
5. On the Connect to Application Object Server page, type the name
of the computer that is running the AOS instance. Click Next to
continue.
Format Example
Instancename@Servername AOS2@Dynamics
Servername:Portnumber Dynamics:2713
Instancename@Servername:Portnumber AOS2@Dynamics:2713
TABLE 4.2: AOS NAMING INSTANCE EXAMPLES
NOTE: If the name of the Application Object Server is unknown and is running locally,
check its name under Administration Tools>Services.
Scenario
Installing the Business Connector enables users to access Microsoft Dynamics
AX functionality through the Enterprise Portal, Application Integration
Framework, or Reporting Services using a Web browser. A Business Connector
is the bridge that connects components to Microsoft Dynamics AX.
Prerequisites
Before installing a Business Connector, the following must be available in the
Microsoft® Active Directory® domain that contains Microsoft Dynamics AX 4.0:
Privileges
Users must log in to the computer on which the Business Connector is to be
installed with an account that is a member of the Administrators group.
It is best to have a new account created solely for use by the Business Connector
before it is installed. Microsoft recommends that the account be set up with:
NOTE: The AOS Windows service can take several minutes to start for the first time after
initial installation. To determine whether it has started, open ADMINISTRATIVE
TOOLS→SERVICES and review the status of the Dynamics service.
NOTE: For information on completing the Installation checklist, refer to the section
named "Configuring Microsoft Dynamics AX 4.0."
Conclusion
Installing Microsoft Dynamics AX 4.0 is less complicated than previous versions
because of the new installation wizard. The wizard alone cannot install the
program; it depends on skilled implementers who know the install process and
follow the proper prerequisites and sequential steps
• Create and prepare a new database, both with the wizard and
manually, to hold the data for the application.
• Set proper permissions and communication so the AOS can post and
retrieve customer data.
• Set up the proper regions, for tax and financial information.
• Create a file server share to enable AOS to access the business logic
held within the application file server files.
This section also examined the installation process for a typical production
environment installation. Developers, testers, and sales persons may not need this
set up for their own computers. The section titled "Installing a Development
System," shows implementers how to install Microsoft Dynamics AX 4.0 on a
single computer.
Challenge Yourself!
Challenge Yourself!
Challenge Yourself!
Challenge Yourself!
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