Microsoft Dynamics AX 2012 Installation Guide

Microsoft Corporation Published: February 2012

Microsoft Dynamics AX Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship, and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics This document is provided "as-is." Information and views expressed in this document, including URL and other Internet website references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. You may modify this document for your internal, reference purposes. 2012 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, Active Directory, Excel, MSDN, SharePoint, SQL Server, Visual Studio, Windows, Windows PowerShell, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.

Microsoft Dynamics AX 2012 Installation Guide

Microsoft Dynamics AX

Table of Contents
Check for updated installation instructions ............................................................................................................................... 6 Prepare for the installation ............................................................................................................................................................... 7 Overview of the installation ......................................................................................................................................................... 8 What's New: Installation ........................................................................................................................................................... 8 Servers in the Microsoft Dynamics AX environment .................................................................................................. 10 Microsoft Dynamics AX components ............................................................................................................................... 12 Installation types ....................................................................................................................................................................... 15 Before you begin ........................................................................................................................................................................... 16 Pre-installation checklist ........................................................................................................................................................ 16 Create service accounts .......................................................................................................................................................... 17 Create a shared directory for installation ........................................................................................................................ 19 Include service packs and updates in a new installation (slipstreaming) ........................................................... 20 Verify that you have the required permissions for installation .............................................................................. 21 Check prerequisites .................................................................................................................................................................. 23 Install the Microsoft Dynamics AX databases ........................................................................................................................ 26 Install server and web server components .............................................................................................................................. 32 Install an Application Object Server (AOS) instance ....................................................................................................... 33 Install an AOS instance ........................................................................................................................................................... 33 Install multiple AOS instances ............................................................................................................................................. 36 Troubleshoot installation issues with AOS ..................................................................................................................... 37 Install Enterprise Portal ............................................................................................................................................................... 38 Checklists for deploying Enterprise Portal sites............................................................................................................ 38 Checklist: Deploy an internal Enterprise Portal site that has Role Centers.................................................... 38 Checklist: Deploy an employee self-service portal ................................................................................................. 40 Checklist: Deploy a vendor self-service portal .......................................................................................................... 42 Install Enterprise Portal (EP) .................................................................................................................................................. 44 Install Enterprise Portal Help content ............................................................................................................................... 47 Install multiple instances of Enterprise Portal on the same server ....................................................................... 48 Install Search ................................................................................................................................................................................... 50 Checklist: Deploy Microsoft Dynamics AX Enterprise Search ................................................................................. 50 Configure the Search Crawler account ............................................................................................................................. 51 Configure SharePoint Services logging ........................................................................................................................... 51 Install Microsoft Dynamics AX Enterprise Search ........................................................................................................ 52 Configure Enterprise Search by using the Search Configuration wizard ............................................................ 54 Install help server .......................................................................................................................................................................... 56 Before you install the help server ....................................................................................................................................... 56 Install the help server .............................................................................................................................................................. 57

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Install business intelligence components ................................................................................................................................ 59 Install Reporting Services extensions .................................................................................................................................... 60 Checklist: Install the Reporting Services extensions and deploy reports ........................................................... 60 Before you install the Reporting Services extensions ................................................................................................ 61 Install the Reporting Services extensions ........................................................................................................................ 63 Complete the Reporting Services integration ............................................................................................................... 65 Deploy the default reports ............................................................................................................................................... 65 Assign users to the DynamicsAXBrowser role .......................................................................................................... 66 Configure Analysis Services ...................................................................................................................................................... 68 Checklist: Configure Analysis Services and deploy cubes ........................................................................................ 68 Before you configure Analysis Services ........................................................................................................................... 69 Configure Analysis Services by running Setup .............................................................................................................. 70 Complete the Analysis Services integration process .................................................................................................. 71 Install client components ............................................................................................................................................................... 72 Install the Microsoft Dynamics AX client ............................................................................................................................. 73 Install a client .............................................................................................................................................................................. 73 Mass deployment of the Microsoft Dynamics AX Windows client ....................................................................... 75 Deploy the client by using Microsoft System Center Configuration Manager ............................................ 75 Deploy the client by using Group Policy ..................................................................................................................... 82 Configure clients to use a shared configuration .......................................................................................................... 85 Install Office Add-ins ................................................................................................................................................................... 87 Install Remote Desktop Services integration ..................................................................................................................... 89 Troubleshoot installation issues with client components ............................................................................................. 90 Install developer tools ..................................................................................................................................................................... 91 Install the debugger ..................................................................................................................................................................... 92 Install Visual Studio Tools .......................................................................................................................................................... 93 Install the Trace Parser ................................................................................................................................................................ 95 Troubleshoot installation issues with the developer tools ........................................................................................... 97 Install integration components .................................................................................................................................................... 98 Install web services on IIS .......................................................................................................................................................... 99 Install the .NET Business Connector .................................................................................................................................... 103 Install the synchronization proxy for Microsoft Project Server ................................................................................. 105 Install the synchronization service for Microsoft Project Server .............................................................................. 107 Install management utilities ........................................................................................................................................................ 109 Install retail components .............................................................................................................................................................. 111 Install Retail Headquarters ...................................................................................................................................................... 112 Install Retail POS (point of sale) ............................................................................................................................................ 113 Install Retail Store Connect ..................................................................................................................................................... 114 Install the Retail Transaction Service ................................................................................................................................... 115 Install the Retail Store Database Utility .............................................................................................................................. 116 Install Retail POS Plug-Ins ....................................................................................................................................................... 117 Microsoft Dynamics AX 2012 Installation Guide

Microsoft Dynamics AX Install the RapidStart Connector ............................................................................................................................................... 118 Perform a single-computer installation of Microsoft Dynamics AX ............................................................................ 120 Perform a single-computer installation ............................................................................................................................. 120 Considerations for installing multiple instances on a computer.............................................................................. 121 Install Microsoft Dynamics AX in silent mode ..................................................................................................................... 123 Run Setup in silent mode ......................................................................................................................................................... 123 Firewall settings for Microsoft Dynamics AX components ............................................................................................. 125 Troubleshoot the installation...................................................................................................................................................... 127 Troubleshoot general installation issues ........................................................................................................................... 127 Troubleshoot prerequisite issues .......................................................................................................................................... 130

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Check for updated installation instructions

The information contained in this document was current as of February 2012. The documentation may be updated as new information becomes available. For the most current documentation for system administrators, see the TechNet Library. For the most current documentation for developers, see the MSDN Library.

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Prepare for the installation

The topics in this section provide an overview of the installation process and explain the procedures that you must complete before you start the installation. The following topics are included: Overview of the installation Before you begin

Microsoft Dynamics AX 2012 Installation Guide

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Overview of the installation

This section provides an overview of the installation process and describes the servers that are used in the Microsoft Dynamics AX environment. The following topics are included: What's New: Installation Servers in the Microsoft Dynamics AX environment Microsoft Dynamics AX components Installation types

What's New: Installation

Several enhancements have been made to the installation process in Microsoft Dynamics AX 2012.

Simplified overall installation experience

In the Microsoft Dynamics AX 2012 Setup wizard, the following general improvements make the installation process easier and more intuitive: Wizard pages are redesigned. The Setup wizard has a new appearance that is designed to be easy to use and consistent with other Windows installers. Progress indicators are improved. The Setup wizard provides more detailed feedback than in previous releases. While components are being installed, you can see what has been successfully completed, what is in progress, and what remains to be completed. Only one run of Setup is required. In previous releases of Microsoft Dynamics AX, you had to run the Initialization Checklist after you installed the basic Microsoft Dynamics AX components, which include Application Object Server (AOS), the database, application files, and the client. Most components, such as Enterprise Portal for Microsoft Dynamics AX and reporting extensions, could not be installed until the checklist was completed. As a result, you had to run Setup multiple times to complete an installation. In Microsoft Dynamics AX 2012, the Initialization Checklist is no longer part of the installation process, so you can install all components without completing the checklist. Post-installation configuration steps are provided. In Microsoft Dynamics AX 2012, instructions for post-installation configuration are integrated into the Setup wizard. After a component is installed, the Setup summary report displays the next steps that are required to complete the deployment. In previous releases, this information was provided only in the Installation Guide. Kerberos authentication is no longer required. In previous releases of Microsoft Dynamics AX, you had to configure Kerberos authentication when Enterprise Portal was installed on a server other than the server that was running Microsoft SQL Server Reporting Services or Microsoft SQL Server Analysis Services. In Microsoft Dynamics AX 2012, Kerberos authentication is not required.

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Improved prerequisite validation

Microsoft Dynamics AX depends on multiple underlying technologies. In previous releases, Setup verified that these technologies were installed and configured correctly at various stages of the installation process. In Microsoft Dynamics AX 2012, validation of prerequisites has been improved in the following ways: A stand-alone utility validates prerequisites. Before you install Microsoft Dynamics AX, you can run a stand-alone utility to identify the prerequisites that are required for the Microsoft Dynamics AX components that you select. The utility can also install and configure some prerequisites for you. Prerequisite verification is consolidated. All validation of prerequisites and configurations occurs at the same time. Therefore, you can resolve all issues that involve prerequisites at the same time, and then move on to installation.

Simplified client deployment

In previous releases, the .msi, or installer file, for the client also contained other components. Therefore, it was difficult to deploy many clients by using mass deployment technologies, such as Systems Management Server or Group Policy. In Microsoft Dynamics AX 2012, the client components are contained in a separate .msi file. A separate client installer provides more options for mass deployment of clients. In addition, you can now use Setup to configure all clients so that they use a shared configuration file. In previous releases, the administrator had to configure clients individually.

Integrated installation of service packs and updates

In previous releases, you could install service packs and updates only after the Microsoft Dynamics AX installation was completed. Therefore, depending on the number of updates that were available, you had to run several installation wizards to complete the deployment. In Microsoft Dynamics AX 2012, service packs and quarterly roll-up updates can be integrated into the Microsoft Dynamics AX installation. This kind of installation is known as a "slipstreamed" installation. If updates are available when you deploy Microsoft Dynamics AX 2012, you can download them to the location of the installation source. When you run Setup from the updated installation source, all updates are applied automatically.

Improved discoverability of log files and reports

In Microsoft Dynamics AX 2012, troubleshooting an installation is easier because log files and reports are easier to find. Because log files and reports are saved to a single location, you do not have to search in multiple locations. In addition, the new Setup summary report lists the components that you installed, their installation status, and the next steps, if additional steps are required. You can access the Setup log files and reports from links in the Setup wizard, or locate the SetupLogs folder in the folder where you installed Microsoft Dynamics AX.

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Setup that can be patched

In previous releases of Microsoft Dynamics AX, the Setup application and its related files existed only on the DVD and could not be patched through standard hotfixes or service packs. To modify Setup files, you had to perform manual workarounds. In Microsoft Dynamics AX 2012, the Setup application and its files are installed on the computer as the first step in the installation process. Because the files are installed on the computer, service packs and hotfixes can be applied to the Setup files, just as they can be applied to any other Microsoft Dynamics AX file. When Setup starts, it verifies whether you have downloaded the recent version of the files. If a more recent version is available, Setup installs it.

Simplified installation for single-computer deployments

In Microsoft Dynamics AX 2012, you can select the Single-computer installation option to install a complete Microsoft Dynamics AX system on a single computer. You can then use the computer for testing, demonstration, or development. This option installs the database, AOS, client components, business intelligence components, Enterprise Portal, the Help server, and the developer components in a single run of Setup. Setup uses default values for all components and does not prompt you for additional input.

Servers in the Microsoft Dynamics AX environment

A production deployment of Microsoft Dynamics AX requires multiple servers. This topic describes the types of server that may be required in your implementation.

Servers in a minimum installation of Microsoft Dynamics AX

Minimum server components include the database and the Application Object Server (AOS). Although you can install the components on a single server computer, we recommend that you use separate servers in a production environment. Single-server installations are typically used for development or testing only. Application Object Server An AOS server is a computer that runs the AOS Windows service. The AOS service controls communications among Microsoft Dynamics AX clients, databases, and applications. You can install the AOS on a single computer, or you can create a server cluster for load balancing. Database server A Microsoft SQL Server database server hosts the database that stores Microsoft Dynamics AX transaction data and application elements. These application elements include customizations.

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Microsoft Dynamics AX

Servers in a complete installation of Microsoft Dynamics AX

For some Microsoft Dynamics AX functionality, you must have one or more of the following additional servers. Report server A report server is a server that runs Microsoft SQL Server Reporting Services. Reporting Services is a server-based solution that lets users create and publish both traditional, paper-based reports and interactive, web-based reports. For more information about how to set up a report server, see Install Reporting Services extensions. Analysis server An analysis server enhances the reporting functionality in Microsoft Dynamics AX by linking to Microsoft SQL Server Analysis Services. An analysis server provides enhanced support for online analytical processing (OLAP). For more information about how to set up an analysis server, see Configure Analysis Services. Web server A web server hosts the websites that are required for some Microsoft Dynamics AX features. These features include Enterprise Portal for Microsoft Dynamics AX, Help server, Enterprise Search, and web services on IIS. Enterprise Portal is a site for Microsoft SharePoint 2010 products that lets trusted users access Microsoft Dynamics AX data and functionality. Anonymous users can access only limited functionality, such as catalog information and questionnaires. For more information about how to set up an Enterprise Portal server, see Install Enterprise Portal. Help server is an IIS website that stores Help documentation that is used in Microsoft Dynamics AX. Help server simplifies the task of updating and customizing Help. For more information about how to set up Help server, see Install help server. Enterprise Search lets client users and Enterprise Portal users search for data, forms, and reports in Microsoft Dynamics AX by entering simple search terms. Enterprise Search uses Microsoft Search Server Express 2010 or Microsoft SharePoint Server 2010 and the Microsoft SharePoint Business Data Connectivity Service (BCS). For more information about how to set up Enterprise Search, see Install Search. Web services on IIS are an optional component. Services that are hosted on AOS are available to users and applications over the intranet. However, to consume services over the Internet, you must host services on IIS. For more information about how to set up web services on IIS, see Install web services on IIS.

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Microsoft Dynamics AX

Other servers in the environment

The following servers are typically found in infrastructures that run Microsoft Dynamics AX. This documentation provides information about how to use Microsoft Dynamics AX together with these servers. For information about how to install and set up these servers, see the documentation for each server. Domain controller A domain controller in an Active Directory network manages user logons and access to network and shared resources. Messaging server A messaging server enables email messages and instant messages to be sent and received. Microsoft Dynamics AX can use email to send alerts to users. Microsoft Dynamics AX requires that the messaging server support SMTP.

Microsoft Dynamics AX components

This topic describes the components of Microsoft Dynamics AX that you can install by using the Setup wizard. A minimum installation of Microsoft Dynamics AX consists of an instance of a database, an instance of Application Object Server (AOS), and at least one client. These components can be installed on computers that are arranged in various topologies, but the system does not run unless all elements are installed.

Databases
Databases include the Microsoft Dynamics AX database and the baseline database. The AOS connects to the Microsoft Dynamics AX database to process transactions, and to display forms and reports from the model store. The baseline database contains a model store that is used to upgrade X++ code to Microsoft Dynamics AX 2012. The model store is also used to analyze application updates before they are applied. For information about how to install the databases, see Install the Microsoft Dynamics AX databases.

Server components
Server components include AOS and the Microsoft Dynamics AX components that run on Internet Information Services (IIS). For information about how to install one of the server components, click the corresponding link in the following table.
Component Application Object Server (AOS) Enterprise Portal for Microsoft Dynamics AX (web server) Enterprise Search (web server) Help Server (web server) More information Install an Application Object Server (AOS) instance Install Enterprise Portal Install Search Install help server

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Business intelligence components

Business intelligence components provide reporting and analytical functionality that you can use to view and interpret business data. Integration with Microsoft SQL Server Reporting Services lets you create reports by using Reporting Services. Integration with Microsoft SQL Server Analysis Services lets you use cubes for business intelligence and analytical reporting in Microsoft Dynamics AX. For information about how to install one of the business intelligence components, click the corresponding link in the following table.
Component Reporting Services extensions Analysis Services configuration More information Install Reporting Services extensions Configure Analysis Services by running Setup

Client components
Client components give users access to Microsoft Dynamics AX data and functionality. For information about how to install one of the client components, click the corresponding link in the following table.
Component Microsoft Dynamics AX Windows client Microsoft Office Add-ins Remote Desktop Services integration More information Install the Microsoft Dynamics AX client Install Office Add-ins Install Remote Desktop Services integration

Developer tools
Developer tools are used to customize Microsoft Dynamics AX. For example, you can create customizations or extensions to Enterprise Portal, or you can create advanced production reports for Microsoft Dynamics AX by using Reporting Services. For information about how to install one of the developer tools, click the corresponding link in the following table.
Component Debugger Visual Studio Tools Trace Parser More information Install the debugger Install Visual Studio Tools Install the Trace Parser

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Integration components
Integration components enable integration between Microsoft Dynamics AX and external applications. For information about how to install one of the integration components, click the corresponding link in the following table.
Component Web services on IIS .NET Business Connector More information Install web services on IIS Install the .NET Business Connector Note: .NET Business Connector is installed automatically when Microsoft Dynamics AX components that require it are installed. Synchronization proxy for Microsoft Project Server Install the synchronization proxy for Microsoft Project Server Synchronization service for Microsoft Project Server Install the synchronization service for Microsoft Project Server

Management utilities
Management utilities let you configure and manage Microsoft Dynamics AX components and artifacts, such as reports and web controls, from the metadata store. For information about how to install management utilities, see Install management utilities.

Retail components
Microsoft Dynamics AX for Retail provides mid-market and large retailers a complete head office and point of sale (POS) solution. It can help retailers increase financial returns, improve service, manage growth, and streamline efficiencies. Microsoft Dynamics AX for Retail consists of several components that are typically distributed across multiple computers and locations. For more information about how to install retail components, see Install retail components.

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Microsoft Dynamics AX

Installation types
Two types of installation are available from the Setup wizard: Custom installation and Single-computer installation.

Custom installation
Select Custom installation to install specific Microsoft Dynamics AX components on multiple computers. Use this type of installation in a production environment.

Single-computer installation
Select Single-computer installation to install a complete Microsoft Dynamics AX system on one computer. Setup uses default settings to configure all components, and new Microsoft Dynamics AX databases are created. User names and passwords are the only input that is required. If you want to connect to an existing database or specify other custom settings, you must perform a custom installation. Important: Do not perform a single-computer installation in a production environment. Use this type of installation only for development and testing. A single-computer installation includes the following components: Databases Application Object Server (AOS) Enterprise Portal Help server Reporting Services extensions Analysis Services configuration Client Office add-ins Remote Desktop Services integration Debugger Visual Studio Tools Trace Parser .NET Business Connector Management utilities

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Before you begin

The topics in this section provide the procedures that you must complete before you start to install Microsoft Dynamics AX. The following topics are included: Pre-installation checklist Create service accounts Create a shared directory for installation Include service packs and updates in a new installation (slipstreaming) Verify that you have the required permissions for installation Check prerequisites

Pre-installation checklist
Before you install Microsoft Dynamics AX, you must plan the implementation and complete the preinstallation tasks that are listed in the following table.
Task 1. Plan the deployment of Microsoft Dynamics AX. 2. Look for updated installation documentation for Microsoft Dynamics AX 2012 on the web. 3. Review the system requirements. Important: If you plan to upgrade the operating system, you must perform the upgrade before you install Microsoft Dynamics AX. If you upgrade the operating system after Microsoft Dynamics AX has been installed, you may experience problems. For example, instances of Application Object Server (AOS) may not start, or registry entries may be deleted. 4. Create service accounts that Windows services can run as. For example, you must create accounts to run Microsoft Dynamics AX services and Microsoft SQL Server services. 5. Copy the DVD contents to a shared directory. 6. Obtain product updates, and copy them to the installation directory for Microsoft Dynamics AX. 7. Make sure that your domain account has the appropriate permissions to perform the installation. 8. Verify that prerequisites have been met. Create a shared directory for installation Include service packs and updates in a new installation (slipstreaming) Verify that you have the required permissions for installation Check prerequisites Create service accounts System requirements on the web (PDF download) More information Implementation Planning Guide (PDF download) Installation Guide (PDF download)

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Microsoft Dynamics AX

Create service accounts

An implementation of Microsoft Dynamics AX requires many services to run. Set up accounts to run the services. Each account that you set up must have the following characteristics: It must be a dedicated account. A dedicated account is used only for a specific service. It must have a password that does not expire. It must have minimal access to network resources. It must be able to log on as a service.

If you are using Windows Server 2008 R2 or a later version of Windows Server, you can use managed service accounts. For more information, see the Service Accounts Step-by-Step Guide on TechNet.

Create accounts for Microsoft Dynamics AX services

Create the accounts in the following table to run Microsoft Dynamics AX services.
Account Description Configuration procedure Application Object Server (AOS) service account The account that the Microsoft Dynamics AX Object Server Windows service runs as. This account is used to communicate with the database server. Consider the following points when you select an account: We strongly recommend that you use a domain account or a managed service account in a production environment. Use the Network Service account only in development and testing environments. If Microsoft SQL Server and the AOS are on different computers, you must use a domain account or a managed service account. If you plan to install any Microsoft Dynamics AX components on a domain controller, you must use a domain account. If you plan to use Message Queuing, which is also known as MSMQ, for document exchange with web services on Internet Information Services (IIS), and you want to send signed messages, you must use a domain account. However, if you want to send unsigned messages by using web services on IIS, the AOS can run under the Network Service account. Select this account when you run the Setup wizard to install an AOS instance. For more information, see Install an AOS instance.

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Account

Description

Configuration procedure

Business Connector proxy account

The account that the .NET Business Connector runs as. This account is used to connect to the AOS on behalf of a Microsoft Dynamics AX user, but without granting that user excessive privileges in the system. Note: This account must not be a Microsoft Dynamics AX user.

Select this account in the System service accounts form.

Search crawler account

The account that Enterprise Search runs as. This account is used by the Microsoft SharePoint Indexing Service to crawl Microsoft Dynamics AX data. This account must be assigned to the Search crawler security role in Microsoft Dynamics AX. We recommend that you configure this account so that it has no local logon rights.

Select this account when you run the Setup wizard to install Enterprise Search. For more information, see Install Microsoft Dynamics AX Enterprise Search. Use the Assign users to roles form to assign this account to the Search crawler security role.

Synchronization service account (optional)

The account that the Microsoft Project Server synchronization service runs as. We recommend that you configure this account so that it has no local logon rights.

Select this account in the System service accounts form. For more information, see Install the synchronization service for Microsoft Project Server.

RapidStart Connector account (optional)

The account that the RapidStart Connector Windows service runs as.

Select this account when you run the Setup wizard to install the RapidStart Connector. For more information, see Install the RapidStart Connector.

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Create accounts for SQL Server services

Create the accounts in the following table to run SQL Server services.
Account SQL Server Database Engine account Description The account that the SQL Server (MSSQLSERVER) Windows service runs as. Configuration procedure Select this account when you install the Database Engine. For more information, see the SQL Server documentation. Microsoft SQL Server Reporting Services account The account that the SQL Server Reporting Services (MSSQLSERVER) Windows service runs as. Microsoft SQL Server Analysis Services account The account that the SQL Server Analysis Services (MSSQLSERVER) Windows service runs as. When you install Reporting Services, specify that you want the Reporting Services Windows service to run as the .NET Business Connector account. Select this account when you install Analysis Services. Important: The account that you select must have read access to the online transaction processing (OLTP) database for Microsoft Dynamics AX.

Create a shared directory for installation

Before you install Microsoft Dynamics AX and subsequent service packs or updates, we recommend that you create a shared directory on a file server. Then copy the contents of the Microsoft Dynamics AX DVD and the service packs or updates to this network location. Perform all installations from this network location instead of the DVD. By giving users a shared network location from which to install Microsoft Dynamics AX, you can make sure that the same version of the software is installed on all computers. Additionally, the installation program may later require access to files from the location where Setup was run. If Setup was run from a network location, the installation program can retrieve the files silently from the network. However, if Setup was run from a DVD, the user is prompted to insert the DVD when files are required.

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Microsoft Dynamics AX Before you install Microsoft Dynamics AX, follow these steps to create a shared directory for the contents of the DVD. 1. 2. Create a directory that is named DynamicsAX6. Share the DynamicsAX6 directory: Give the Administrator group full control, or owner access. Give the Everyone group read access.

As a security best practice, we recommend that you prevent users from making changes to this directory. Only read access is required to perform an installation from the directory. 3. 4. Copy the contents of the Microsoft Dynamics AX DVD to the DynamicsAX6 directory. Copy the installation files for service packs or updates to the directory.

Include service packs and updates in a new installation (slipstreaming)

If you are installing Microsoft Dynamics AX components for the first time, and service packs or updates for Microsoft Dynamics AX are available, you can incorporate the updates into the installation by using a process that is known as slipstreaming. Some customizations can also be included in the slipstreaming process. When updates are slipstreamed, Setup automatically detects and applies them. In this way, the time that is required to install the whole Microsoft Dynamics AX solution is reduced. Note: Components that were previously installed are not updated when service packs and code updates are slipstreamed. For example, an instance of Application Object Server (AOS) is installed on a server. Later, you add service packs or updates to the installation source, and you also install another Microsoft Dynamics AX component on the same server. In this scenario, the existing AOS instance is not updated. You can slipstream the following kinds of updates: Service packs Cumulative updates Help content updates Customizations that are packaged in model files

Individual hotfixes cannot be included in the slipstreaming process. Use the following procedure to include service packs and updates in the installation. 1. 2. To find service packs and updates, visit the CustomerSource website. Logon is required. Browse to the shared network folder from which you install Microsoft Dynamics AX. In the Updates folder, create a subfolder for each update. We recommend that you use the Knowledge Base article numbers of the updates as the names of the subfolders. For example, for the update that is associated with Knowledge Base article number 123456, create a subfolder that is named KB123456.

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Microsoft Dynamics AX If you use the Updates folder to deploy model files that contain customizations from independent software vendors (ISVs), create a subfolder for each ISV. In the folder for each ISV, create a subfolder that is named Models. For example, the folder structure might be Updates\<ISVName>\Models. Note: For more information about how to install Microsoft Dynamics AX from a shared network folder, see Create a shared directory for installation. 3. 4. Extract each update into the appropriate subfolder. Run Setup and select the components that you want to install. To install updates for Help content, you must select the Help Server component, and then select the updated content sets on the Language and content selection page. To install additional model files, you must select the Databases component, and then select the additional model files on the Select additional models page. 5. Setup detects and installs the updates.

Verify that you have the required permissions for installation

Before you begin the installation of Microsoft Dynamics AX, work with a system administrator to make sure that the account that you log on with at each server has appropriate permissions. The permissions in the following table are implemented based on the principle of least privilege. In all cases, you must be a member of the Administrators group on the local computer where you are installing a component. The following table lists the permissions that are required in addition to administrator access on the local computer.
Component Additional permissions that are required to install the component Databases Membership in the dbcreator role on the instance of Microsoft SQL Server. If you install the databases remotely from a computer other than the database server, you must log on to the remote computer by using an account that is an administrator on the SQL Server computer. Setup requires access to SQL Server services. Application Object Server (AOS) Membership in the sysadmin role on the instance of SQL Server that you want to connect to

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Component

Additional permissions that are required to install the component

Enterprise Portal for Microsoft Dynamics AX

Membership in the System administrator role in Microsoft Dynamics AX Membership in the Administrators group in Windows on the web server Membership in the Farm Administrators group in Microsoft SharePoint 2010 products Membership in the dbcreator role on the instance of SQL Server that is used for SharePoint 2010 products Membership in the WSS_Content_Application_Pools database role in the SharePoint_Config database

Enterprise Search

Membership in the System administrator role in Microsoft Dynamics AX Membership in the Administrator group in Microsoft SharePoint Services Membership in the dbcreator role on the instance of SQL Server that is used for Microsoft SharePoint Services

Help server

Membership in the System administrator role in Microsoft Dynamics AX

Microsoft SQL Server Reporting Services extensions Microsoft SQL Server Analysis Services configuration

Membership in the System administrator role in Microsoft Dynamics AX Membership in the System administrator role in Microsoft Dynamics AX Membership in the SQL Server securityadmin server role Membership in the SQL Server db_owner database role for the Microsoft Dynamics AX database

Client Microsoft Office add-ins Remote Desktop Services integration Debugger Visual Studio Tools Trace Parser Web services on Internet Information Services (IIS) .NET Business Connector

None None None None None None Membership in the System administrator role in Microsoft Dynamics AX None

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Component

Additional permissions that are required to install the component

Synchronization proxy

Membership in the dbowner database role in the SQL Server database for Microsoft Project Server Membership in the System administrator role in Microsoft Dynamics AX

Synchronization service

Membership in the System administrator role in Microsoft Dynamics AX

Management utilities Retail Headquarters Retail POS Retail Store Connect Retail Transaction Service Retail Store Database Utility Retail POS Plug-Ins RapidStart Connector

None None None None None None None None

Check prerequisites
Run the prerequisite validation utility for Microsoft Dynamics AX to determine whether a computer meets the requirements to install a Microsoft Dynamics AX component. You can run the utility before you install any components in your environment. If requirements are not met, the utility helps you install or configure most prerequisites. Additionally, you can view or print a report that shows the results of the prerequisite validation. Prerequisite validation is also built into Setup. Therefore, the same prerequisites are validated when you install a component by using the Setup wizard. Note: The prerequisite validation utility validates the software prerequisites that Microsoft Dynamics AX depends on. However, the utility does not verify whether Microsoft Dynamics AX components that are also required are installed or configured. For example, the utility verifies whether a supported version of Windows is installed, but does not verify whether an Application Object Server (AOS) is running in the environment. Prerequisite Microsoft Dynamics AX components are validated when you run Setup. To review the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

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Microsoft Dynamics AX Use the following procedure to run the prerequisite validation utility. 1. 2. Start Microsoft Dynamics AX Setup. Under Prepare, click Validate system requirements. Note: To avoid errors, run only one instance of the utility at a time. 3. 4. The Prerequisite validation page is displayed. Select the components that you plan to install on the local computer, and then click Next. The Prerequisite validation results page is displayed. Each prerequisite is assigned one of the following statuses.
Status Success Description The local computer meets the prerequisite.

Error

The local computer does not meet the prerequisite. You cannot install the component until this prerequisite is installed or configured.

Warning

The local computer does not meet the prerequisite, but you can still install the Microsoft Dynamics AX component.

For more information about a prerequisite, click its status. For information about all the prerequisites that were validated, click View report to display the Microsoft Dynamics AX Prerequisite check report. Both options provide a description of the prerequisite, the validation status, and recommendations for resolving any problems.

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Microsoft Dynamics AX 5. Resolve prerequisite issues. For many errors and warnings, the prerequisite validation utility can attempt to resolve the issue for you. If a link is available in the Download column, click it to download and install the missing prerequisite. Internet access is required to download some prerequisites that are not included on the installation media. In some cases, the download starts immediately when you click the link. In other cases, a download page is displayed when you click the link. Note: If network or computer security prevents a prerequisite from being downloaded from the utility, you must download the prerequisite by using another method. Click the Error link on the prerequisite validation page to obtain the download URL. If a check box is available in the Configure column, select it, and then click the Configure button to resolve the issue.

Some prerequisites depend on other prerequisites. In these cases, the prerequisites must be installed or configured in a specific order. For example, the Windows Search Service must be installed before it can be started. 6. 7. After you have resolved prerequisite issues, click Revalidate to run the prerequisite validation again. When you have finished validating prerequisites, click Close. Important: Prerequisite software that is installed or configured by the prerequisite validation utility may not include the latest updates. We strongly recommend that you run Windows Update to identify and install the latest updates before you continue with the installation of Microsoft Dynamics AX.

See Also
Troubleshoot prerequisite issues

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Microsoft Dynamics AX

Install the Microsoft Dynamics AX databases

This topic describes how to install the Microsoft Dynamics AX databases and model files. There are two databases: the Microsoft Dynamics AX transaction database and the baseline model store. The Application Object Server (AOS) connects to the Microsoft Dynamics AX database to process transactions, and to display forms and reports. The baseline model store is used to upgrade X++ code to Microsoft Dynamics AX 2012, and to analyze application updates before they are applied. Model files contain metadata information about application objects and are stored in the database. For more information about model files, see Models, Layers, and the Model Store. Warning: If you plan to enable database mirroring in Microsoft SQL Server, you must enable it after you install the Microsoft Dynamics AX database and AOS. If you enable database mirroring before you install Microsoft Dynamics AX components, warnings are generated when the AOS is installed.

Before you install the Microsoft Dynamics AX databases

Verify that the following steps are completed before you install the Microsoft Dynamics AX databases. Configure SQL Server. For more information, see Configure SQL Server and storage settings. On the computer where you plan to install the databases, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Create an account that is used to run the SQL Server service. For more information, see Create service accounts. Make sure that you have the required permissions to install the database. For more information, see Verify that you have the required permissions for installation. Make sure that the appropriate firewall ports are open. For more information, see Firewall settings for Microsoft Dynamics AX components. Make sure that TCP/IP is enabled in SQL Server, and that you can connect to the server.

Prepare to install model files

When you install the databases, you must identify any additional model files that are required for your environment. During installation, Setup displays models from the CD\Models\ folder and all its subfolders. This folder contains the axsys.axmodel file that is used to import the required foundation model (SYS layer). To import additional layers or customizations, you can add other model files to this folder. 26 Microsoft Dynamics AX 2012 Installation Guide

Microsoft Dynamics AX Use the information in this section to familiarize yourself with the default models, and to include additional models in the installation, if necessary.

Default models
By default, the models in the following table are available in Setup.
Model Foundation Description The base Microsoft Dynamics AX model, which contains the application framework and the application foundation. This model also contains functionality for the discrete manufacturing industry. This model is required. Update for Foundation Cumulative update for the Foundation model. If you selected to install the Foundation model, this model is installed automatically. Note: This model is available in the Setup wizard only if you are installing Microsoft Dynamics AX 2012 Feature Pack. Foundation Upgrade The model that is used to upgrade from Microsoft Dynamics AX 2009 or Microsoft Dynamics AX 4.0. Update for Foundation Upgrade Cumulative update for the Foundation Upgrade model. If you selected to install the Foundation Upgrade model, this model is installed automatically. Note: This model is available in the Setup wizard only if you are installing Microsoft Dynamics AX 2012 Feature Pack. Foundation Labels Application labels for the foundation model. This model includes labels for the following languages: Danish (Denmark) German (Germany, Austria, and Switzerland) French (France, Canada, Belgium, and Switzerland) Dutch (Netherlands and Belgium) English (Canada, Ireland, Malaysia, New Zealand, Singapore, United Kingdom, United States, Australia, and South Africa) Spanish (Spain, Mexico) Italian (Italy, Switzerland)

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Model Foundation Labels II

Description Application labels for the foundation model. These labels are for languages that were released after Microsoft Dynamics AX 2012 was made generally available. This model includes labels for the following languages: Icelandic (Iceland) Norwegian Bokmal (Norway) Finnish (Finland) Swedish (Sweden) Arabic (Saudi Arabia) Thai (Thailand) Note: This model is available in the Setup wizard only if you are installing Microsoft Dynamics AX 2012 Feature Pack.

SYP labels

Cumulative update of labels that were added by software updates in the SYP layer. Note: This model is available in the Setup wizard only if you are installing Microsoft Dynamics AX 2012 Feature Pack.

Extensions

Microsoft Dynamics AX extensions for the following industries: Process Manufacturing - Process manufacturing production and logistics for Microsoft Dynamics AX. Allows you to manage production, inventory, and costs in a process-controlled environment, such as in the food, chemical, and pharmaceutical industries. Public Sector - Addresses the special controls, rules, and regulations of Public Sector organizations. Project Management Allows you to invoice customers for various billing scenarios, such as billing per unit of delivery and billing when a milestone is completed. You can also create customer and vendor retentions, and manage workers on projects. Retail - Provides mid-market and large retailers a complete head office and point of sale (POS) solution. This model is required if you have selected to install Retail components. Note: This model is available in the Setup wizard only if you are installing Microsoft Dynamics AX 2012 Feature Pack.

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Model Extensions Upgrade

Description The model that is used to upgrade Process Manufacturing, Public Sector, Project Management, or Retail from Microsoft Dynamics AX 2009 or Microsoft Dynamics AX 4.0. Note: This model is available in the Setup wizard only if you are installing Microsoft Dynamics AX 2012 Feature Pack.

Process Manufacturing

Note: If you are installing Microsoft Dynamics AX 2012 Feature Pack, the Extensions model replaces this model. The model that contains features for Process manufacturing production and logistics for Microsoft Dynamics AX. You can use these features to manage production, inventory, and costs in a process-controlled environment, such as in the food, chemical, and pharmaceutical industries.

Process Manufacturing Upgrade

Note: If you are installing Microsoft Dynamics AX 2012 Feature Pack, the Extensions Upgrade model replaces this model. The model that is used to upgrade Process manufacturing production and logistics from Microsoft Dynamics AX 2009 or Microsoft Dynamics AX 4.0.

Public Sector

Note: If you are installing Microsoft Dynamics AX 2012 Feature Pack, the Extensions model replaces this model. The Public Sector model for Microsoft Dynamics AX. This model addresses the special controls, rules, and regulations of Public Sector organizations.

Project Management

Note: If you are installing Microsoft Dynamics AX 2012 Feature Pack, the Extensions model replaces this model. The model that contains additional project-related features for Microsoft Dynamics AX. You can use these features to invoice customers for various billing scenarios, such as billing per unit of delivery and billing when a milestone is completed. You can also use these features to create customer and vendor retentions, and to manage workers on projects.

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Model Project Management Upgrade

Description Note: If you are installing Microsoft Dynamics AX 2012 Feature Pack, the Extensions Upgrade model replaces this model. The model that is used to upgrade Project Management from Microsoft Dynamics AX 2009 or Microsoft Dynamics AX 4.0.

Include additional model files in the installation (optional)

Follow these steps to include additional models in the installation: 1. 2. Browse to the directory where the files from the Microsoft Dynamics AX DVD are shared. For more information, see Create a shared directory for installation. Create a subfolder in the CD\Models\ folder. We recommend that you create different folders to store the models that are received from different sources. For example, create a folder for each independent software vendor (ISV) or each value-added reseller (VAR). Copy the additional .axmodel files to the folders that you created. Warning: Do not copy your model files to the Standard folder. The Standard folder must be used only for models that are mandatory, such as the Foundation model (axsys.axmodel). 4. If models must be installed in a specific order, modify the ModelFileInstallOrder.xml file that is located in the Models folder. Models are installed in the order in which they appear in this file. Important: The Foundation model (axsys.axmodel) must always be the first model that is listed in the ModelFileInstallOrder.xml file.

3.

Install the Microsoft Dynamics AX databases

Use this procedure to install the Microsoft Dynamics AX databases. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on the computer, the Select a file location page is displayed. The Setup Support files are required for installation. Enter a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Databases, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. Microsoft Dynamics AX 2012 Installation Guide

4. 5. 6.

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Microsoft Dynamics AX 7. 8. On the Select databases page, select whether you want to create new databases by using Setup, or whether you want to configure existing databases that you created manually. If you want Setup to create the databases, on the Create new databases page, in the Server name list, select the name of the computer that runs SQL Server. Provide database names or accept the default database names. By default, the transaction database is named MicrosoftDynamicsAX. The baseline database is optional. By default, the baseline database is named MicrosoftDynamicsAX_baseline. If you created the databases manually, on the Configure existing databases page, select the name of the computer that runs SQL Server, and then select the names of the existing databases that you want to configure. Important: The database name must not include any spaces or any of the following characters: backslashes (\), slashes (/), periods (.), commas (,), colons (:), brackets ([ ]), parentheses (( )), or hyphens (-). For more information about characters that are allowed by SQL Server, see the Identifiers topic on MSDN. Click Next. 9. On the Select additional models page, select models in the Available Models list. Setup lists all the models that are contained in the Models folder and its subfolders. Required models are selected by default, and you cannot clear the selection. Security Note: You may have models, or .axmodel files, that are not electronically signed. The Setup program cannot verify the publisher of an unsigned model file. If you import an unsigned model file into the model store, you create a security risk. Setup displays an error message if a selected model file does not have a digital signature. Before you decide whether you want to continue or cancel the installation, carefully review the models that you have selected. If you install the Process Manufacturing, Public Sector, Project Management, or Extensions model, you must complete the Compile application task when you run the initialization checklist. If you do not complete the Compile application task, you encounter errors when you run the Synchronize database task in the initialization checklist. For more information about the initialization checklist, see Initialize Microsoft Dynamics AX. Click Next to continue. 10. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 11. On the Ready to install page, click Install. 12. After the installation is completed, click Finish to close the wizard.

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Install server and web server components

The topics in this section provide information about how to install the server and web server components for Microsoft Dynamics AX. The following topics are included: Install an Application Object Server (AOS) instance Install Enterprise Portal Install Search Install help server

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Install an Application Object Server (AOS) instance

The Application Object Server (AOS) is a Windows service that controls communications among Microsoft Dynamics AX clients, databases, and applications. Use the following topics to install an AOS instance: Install an AOS instance Install multiple AOS instances Troubleshoot installation issues with AOS

Install an AOS instance

This topic describes how to install an Application Object Server (AOS) instance for Microsoft Dynamics AX 2012. Warning: If you plan to enable database mirroring in SQL Server, you must do so after installing the Microsoft Dynamics AX database and Application Object Server (AOS). If you enable database mirroring before installing Microsoft Dynamics AX components, the AOS instance will install with warnings.

Before you install the AOS instance

On the computer where you will install the AOS instance, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Note: A 64-bit computer is not required to install an AOS instance. However, if you need to complete a full Common Intermediate Language (CIL) generation, such as in a development environment, a 64-bit computer is required. Verify that you have the appropriate permissions to install the AOS instance. For more information, see Verify that you have the required permissions for installation. Select a service account for the AOS service. Before you install an AOS instance, you must determine which account you want the AOS service to run as. The AOS service can run as a domain account, as a managed service account, or as the Network Service account of the computer that you install the AOS service on. For more information about how to set up an account for the AOS service, see Create service accounts. Choose a name for the AOS instance. We recommend that you use a uniform naming convention for all aspects of the installation, such as the database name and the name of the AOS instance. Because Microsoft Dynamics AX installations typically include one database and multiple AOS instances, make sure that the name of each AOS instance is unique but consistent with the naming convention. For example, you can use a name such as Fabrikam_DYNAX6_Live_AOS1, which includes a shortened form 33

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Microsoft Dynamics AX of your business name, the Microsoft Dynamics AX version, a code that describes the purpose of the installation, and an identifier for the AOS instance. The instance name must not include any blank characters or any of the following characters: ampersand (&), backslash (\), slash (/), colon (:), brackets ([]), parentheses (()), angle brackets (<>), quotation marks (), question mark (?), exclamation point (!), asterisk (*), percent (%), caret (^), or pipe (|). You must install an initial AOS instance and complete the Initialization checklist on that instance before you install additional AOS instances. If you install additional AOS instances before you have completed the Initialization checklist those AOS instances will not start. For more information about how to install additional AOS instances, see Install multiple AOS instances.

Install the first or only AOS instance

Use this procedure to install a single or first instance of AOS on a server. If you are installing other Microsoft Dynamics AX components at the same time, the installation pages vary, based on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the initial wizard pages. If the Setup Support files have not yet been installed on the computer, the Select a file location page is displayed. The Setup Support files are required for installation. Enter a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Application Object Server (AOS), and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Select a file location page, select the location where you want 32-bit versions of Microsoft Dynamics AX files to be installed, and then click Next. On the Connect to the databases page, in the Server name box, type or select the name of the Microsoft SQL Server computer. In the Database name box, select the name of the Microsoft Dynamics AX transaction database. Optionally, select the name of the baseline database. If you are upgrading from an earlier version of Microsoft Dynamics AX, you must select Register database for upgrade and select a baseline database. The Register database for upgrade option is available when you install the first AOS in the computing environment. If you install more AOSs, this option is not available. You can determine whether the database was registered for upgrade by opening the Microsoft Dynamics AX client. If the database was registered for upgrade, the Data upgrade checklist is displayed when you open the client. Click Next.

4. 5. 6. 7. 8.

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Microsoft Dynamics AX 9. On the Configure an Application Object Server (AOS) instance page, assign a name to the AOS instance. Optionally, you can specify the ports that are listed in the following table.
Port TCP/IP port Purpose Used by other Microsoft Dynamics AX components to communicate with AOS. Services WSDL port Used by external applications to access the WSDL for AOS-based Microsoft Dynamics AX web services. Services endpoint port Used by external applications to access AOS-based Microsoft Dynamics AX web services. 8201 8101 Default 2712

10. On the Specify an AOS account page, select the Network Service account of the local computer, a managed service account, or a domain account for the AOS service. If you select to use a managed service account, make sure to specify the account in the format Domain\AccountName$. Setup grants the following permissions for the AOS account: The AOS account is added to the database as a user, and is made a member of the db_ddladmin, db_datareader, and db_datawriter database roles. The user is granted execute rights to the createserversessions and createusersessions stored procedures.

11. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 12. On the Ready to install page, click Install. 13. After the installation is complete, click Finish to close the wizard. The AOS service can take several minutes to start the first time after it is installed. To determine whether the AOS service has started, click Administrative tools > Services, and review the status of the Microsoft Dynamics AX Object Server service. Start the AOS Windows service After you install an AOS instance, you must wait for the Microsoft Dynamics AX Object Server Windows service to start. By default, if a Windows service takes longer than 30 seconds to start, the system displays a message informing you that the service did not respond to a start command. The AOS Windows service can take longer than 30 seconds to start, and the lack of a response in 30 seconds can cause the service to stop. Therefore, if an AOS instance repeatedly does not start, you may want to configure the registry to give Windows services more time, such as 120 seconds, to start before the error message is displayed. Warning: This section describes how to modify the registry so that the AOS Windows service has enough time to start before Windows displays an error message. Be aware that serious problems can occur if you modify the registry incorrectly. We recommend that you back up the registry before you modify it. If a problem occurs, you can restore it. For more information about how to back up and restore the registry, see Backup and recovery. Microsoft Dynamics AX 2012 Installation Guide 35

Microsoft Dynamics AX 1. 2. 3. 4. 5. 6. Click Start, click Run, type regedit, and then click OK. Locate and then click the following registry subkey: \HKEY_LOCAL_MACHINE\System\CurrentControlSet\Control Right-click Control, and then click New > DWORD (32-Bit) Value. Right-click the new key, and then click Rename. Enter the name ServicePipeTimeout. Right-click the key again, and then click Modify. In the Value data text box, enter 120000, and then click OK. The AOS Windows service now has 120 seconds to start before the system displays an error message.

If the AOS instance does not start after you implement this registry key, use the Microsoft Dynamics AX Server Configuration utility to verify that the AOS instance is using a unique port. Port conflicts prevent AOS instances from starting. For more information, see Change AOS ports. Run the initialization checklist After you install and start an AOS instance, and before you complete any other tasks in Microsoft Dynamics AX, you must run the initialization checklist. For more information, see Initialize Microsoft Dynamics AX.

Install multiple AOS instances

This topic describes how to install multiple instances of Application Object Servers (AOS) for Microsoft Dynamics AX 2012. You can install up to 99 AOS instances in your environment. Important: You must install an initial AOS instance and complete the Initialization checklist on that instance before you install additional AOS instances. If you install additional AOS instances before you have completed the Initialization checklist those AOS instances will not start. For more information, see Install an AOS instance.

Install an AOS instance on multiple computers

In most production environments, you install multiple AOS instances, each on a different server. You can use multiple AOS instances to support batch processing and load balancing. Install each AOS instance in the way that is described in Install an AOS instance, and make sure that you point every AOS instance to the same database. The first user who installs an AOS instance is automatically added to Microsoft Dynamics AX as an administrator. If subsequent AOS instances are installed by different users, you must manually add those users to the Microsoft Dynamics AX System administrator role to grant them administrative rights in Microsoft Dynamics AX. You can use a single domain account for all instances of the AOS service, or you can specify a different account for each instance.

Install multiple AOS instances on one computer

In some testing and development scenarios, you may want to install multiple AOS instances on the same computer. For example, if you are developing code for multiple versions of Microsoft Dynamics AX, you can install different versions of AOS side by side. 36 Microsoft Dynamics AX 2012 Installation Guide

Microsoft Dynamics AX Install each AOS instance in the way that is described in Install an AOS instance. If you install an AOS instance on a server that already has an AOS instance, you must specify a unique port number for each instance. By default, every time that you install an additional AOS instance on a computer, the TCP/IP, WSDL, and NET-TCP port numbers are incremented by 1. If the same port number is used for more than one AOS instance on a computer, one of the AOS instances that have conflicting port numbers does not start.

Troubleshoot installation issues with AOS

The following section provides information that can help you troubleshoot issues that you may encounter when you install Application Object Server (AOS).

An error occurred during the install custom action step within the AOS Server installer
If the AOS installation fails, you may receive the following message: An error occurred during the install custom action step within the AOS Server installer. This error may indicate that the event logs on the computer have conflicting names. In this case, the following message also appears in the log file: Only the first eight characters of a custom log name are significant, and there is already another log on the system using the first eight characters of the name given. When AOS is installed, an event log that is named Microsoft Dynamics AX Workflow is created for the Workflow service. The custom action in Windows Installer that creates the Workflow event log does not verify whether an event log already exists that has the same first eight characters in the name. If another application has already created an event log that has the same first eight characters in the name, the operation to create the Workflow event log may fail. Therefore, the custom action fails, and Windows Installer rolls back the installation. Warning: This section describes how to modify the registry. Be aware that serious problems can occur if you modify the registry incorrectly. We recommend that you back up the registry before you modify it. Then, if a problem occurs, you can restore the registry. For more information about how to back up and restore the registry, see Microsoft Knowledge Base article number 256986. To work around this issue, you can rename the conflicting event log and attempt to install AOS again. Event logs are listed as subkeys under the following registry key: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Eventlog. After AOS is successfully installed, you can rename the conflicting registry key to its original name.

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Install Enterprise Portal

This section contains information about how to install Microsoft Dynamics AX 2012 Enterprise Portal. Use the following topics to help you install Enterprise Portal. Checklists for deploying Enterprise Portal sites Install Enterprise Portal (EP) Install Enterprise Portal Help content Install multiple instances of Enterprise Portal on the same server Set up Enterprise Portal and Role Centers

Checklists for deploying Enterprise Portal sites

The topics in this section provide checklists that can help you deploy different types of sites in Enterprise Portal for Microsoft Dynamics AX. Checklist: Deploy an internal Enterprise Portal site that has Role Centers Checklist: Deploy an employee self-service portal Checklist: Deploy a vendor self-service portal

Checklist: Deploy an internal Enterprise Portal site that has Role Centers
This topic provides checklists that can help you deploy Enterprise Portal for Microsoft Dynamics AX and Role Centers for an employee portal that is for internal use only. An employee portal for internal use only provides access to the following modules sites in Enterprise Portal. If your business or organization deploys Role Centers, users can also access their Role Center page on the Home site. Home site/Role Center Sales Procurement Employee services Project Compliance Service Management

User access to modules sites is determined by Microsoft Dynamics AX security roles. For a description of the features and reports that are available on each of these modules sites, see Overview of Enterprise Portal for Microsoft Dynamics AX. If you want to deploy an employee self-service portal that gives employees access to expense management, time and attendance, and other personal information, see Checklist: Deploy an employee self-service portal.

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Microsoft Dynamics AX

Checklist for a basic deployment The following table describes the tasks that you must complete to deploy Enterprise Portal and Role Centers. After you complete the tasks in this checklist, internal users can access the employee portal in the network.
Task Install Enterprise Portal. Install Enterprise Portal Help content Create an Enterprise Portal site. By default, Setup creates a site on port 80 when you install Enterprise Portal. However, you can create additional sites. Enable users to access the Enterprise Portal site. Configure parameters for Enterprise Portal. Configure Enterprise Portal for Role Centers. Enable users to access Enterprise Portal Specify Enterprise Portal parameters Checklist: Configure Role Centers More information Install Enterprise Portal (EP) Install Enterprise Portal Help content Create an Enterprise Portal site

Checklist for extranet deployments The following table describes the tasks that you must complete for an employee portal that employees access by using Enterprise Portal in an extranet. You must complete the tasks in the basic deployment checklist before you complete the following tasks.
Task Configure Enterprise Portal to use Secure Sockets Layer (SSL) encryption. We recommend that you use SSL to encrypt data for all external-facing Enterprise Portal sites. SSL is optional for employee portals that are for internal use only. Configure the perimeter network. Configure flexible authentication. Microsoft Dynamics AX 2012 supports flexible authentication, which enables users to authenticate with Microsoft Dynamics AX by using Windows Live ID, Active Directory Federated Services, or form-based authentication. By using flexible authentication, users do not have to be listed in Active Directory directory services to access Microsoft Dynamics AX data or forms. Configure a perimeter network for Enterprise Portal Configure Enterprise Portal flexible authentication More information Configure Enterprise Portal to use Secure Sockets Layer

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Microsoft Dynamics AX Checklist for optional configurations The tasks that are described in the following table are not required to run Enterprise Portal. However, we recommend that you complete these tasks. You must complete the tasks in the basic deployment checklist before you complete the following tasks.
Task Configure Enterprise Portal to use Secure Sockets Layer (SSL) encryption. We recommend that you use SSL to encrypt data for all external-facing Enterprise Portal sites. SSL is optional for employee portals that are for internal use only. Configure host headers. Configure Enterprise Portal for an environment that has multiple Application Object Servers (AOSs). Configure Enterprise Portal to use host headers Install multiple instances of Enterprise Portal on the same server More information Configure Enterprise Portal to use Secure Sockets Layer

Checklist: Deploy an employee self-service portal

This topic provides checklists that can help you deploy an employee self-service portal for Enterprise Portal for Microsoft Dynamics AX. An employee self-service portal gives users access to expense management, time and attendance, and other personal information. For a complete description of the features and reports that are available on an employee self-service portal, see Overview of Enterprise Portal for Microsoft Dynamics AX. If you want to deploy an employee portal that is for internal use only, and that gives users access to Microsoft Dynamics AX module sites and Role Centers, see Checklist: Deploy an internal Enterprise Portal site that has Role Centers. Checklist for a basic deployment The following table describes the tasks that you must complete to deploy Enterprise Portal. After you complete the tasks in this checklist, internal users can access the employee self-service portal in the network.
Task Install Enterprise Portal. Install Enterprise Portal Help content Create an Enterprise Portal site. By default, Setup creates a site on port 80 when you install Enterprise Portal. However, you can create additional sites. Enable users to access the Enterprise Portal site. Enable users to access Enterprise Portal More information Install Enterprise Portal (EP) Install Enterprise Portal Help content Create an Enterprise Portal site

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Task Specify user relations. Employees who only access an employee self-service portal must be assigned a Worker relation in the User relations form. Configure parameters for Enterprise Portal.

More information Specify user relations

Specify Enterprise Portal parameters

Checklist for extranet deployments The following table describes the tasks that you must complete if employees access Enterprise Portal in an extranet. You must complete the tasks in the basic deployment checklist before you complete the following tasks.
Task Configure Enterprise Portal to use Secure Sockets Layer (SSL) encryption. We recommend that you use SSL to encrypt data for all external-facing Enterprise Portal sites. SSL is optional for employee portals that are for internal use only. Configure the perimeter network. Configure flexible authentication. Microsoft Dynamics AX 2012 supports flexible authentication, which enables users to authenticate with Microsoft Dynamics AX by using Windows Live ID, Active Directory Federated Services, or form-based authentication. By using flexible authentication, users do not have to be listed in Active Directory directory services to access Microsoft Dynamics AX data or forms. Configure a perimeter network for Enterprise Portal Configure Enterprise Portal flexible authentication More information Configure Enterprise Portal to use Secure Sockets Layer

Checklist for optional configurations The tasks that are described in the following table are not required to run Enterprise Portal. However, we recommend that you complete these tasks. You must complete the tasks in the basic deployment checklist before you complete the following tasks.
Task Configure Enterprise Portal to use Secure Sockets Layer (SSL) encryption. We recommend that you use SSL to encrypt data for all external-facing Enterprise Portal sites. SSL is optional for employee self-service portals. More information Configure Enterprise Portal to use Secure Sockets Layer

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Task Configure host headers. Configure Enterprise Portal for an environment that has multiple Application Object Servers (AOSs).

More information Configure Enterprise Portal to use host headers Install multiple instances of Enterprise Portal on the same server

Checklist: Deploy a vendor self-service portal

This topic provides checklists that can help you deploy Enterprise Portal for Microsoft Dynamics AX for vendor access. Vendors who have registered with your business or organization can perform a variety of tasks from a vendor self-service portal. Some of the common tasks include the following: Update a profile Update contacts View purchase orders that have not yet been invoiced Request to be added to additional procurement categories Request to add users from your organization to the vendor self-service portal Create invoices from purchase orders

For a complete description of the features and reports available on a vendor portal, see Overview of Enterprise Portal for Microsoft Dynamics AX. For information about how to deploy an unsolicited vendor portal, see Checklist: Deploy an unsolicited vendor portal. Checklist for a vendor portal deployment The following table describes tasks that you must complete to deploy Enterprise Portal.
Task Install Enterprise Portal Configure Enterprise Portal to use Secure Sockets Layer (SSL) encryption We recommend that you encrypt data with SSL for all external-facing Enterprise Portal sites. Configure the perimeter network Configure Microsoft Dynamics AX to enable vendor user provisioning. Users are provisioned either as part of the user request process, or automatically through specific tasks in the user request workflow. User provisioning automates the creation of Microsoft Dynamics AX user accounts and user permission assignments. This ensures proper control of users and their access to the Vendor portal and simplifies the process of creating users. Configure a perimeter network for Enterprise Portal Configuring Enterprise Portal for vendor requests For more information Install Enterprise Portal (EP) Configure Enterprise Portal to use Secure Sockets Layer

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Task Configure flexible authentication Microsoft Dynamics AX 2012 supports flexible authentication which enables users to authenticate with Microsoft Dynamics AX by using Windows Live ID, Active Directory Federated Services, or forms-based authentication. By using flexible authentication, users do not have to be listed in Microsoft Active Directory directory services to access Microsoft Dynamics AX data or forms. Create an Enterprise Portal site By default, Setup creates a site on port 80 when you install Enterprise Portal. However, you can create additional sites. Enable users to access the Enterprise Portal site Specify user relations Specify vendor roles on the External roles form.

For more information Configure Enterprise Portal flexible authentication

Create an Enterprise Portal site

Enable users to access Enterprise Portal Specify user relations Click System administration > Setup > Security > External roles.

Configure Enterprise Portal parameters

Specify Enterprise Portal parameters

Checklist for optional configurations The following table describes tasks that are not required to run Enterprise Portal. However, these tasks are recommended. You must complete the vendor deployment checklist before you complete the following tasks.
Task Configure host headers Configure Enterprise Portal for an environment that has multiple Application Object Servers (AOS) For more information Configure Enterprise Portal to use host headers Install multiple instances of Enterprise Portal on the same server

Next step After you finished preparing the Enterprise Portal environment for vendor access, you must configure vendor portal pages and vendor portal workflow templates in the Microsoft Dynamics AX client. For more information, see Configuring Enterprise Portal for vendor requests in the Microsoft Dynamics AX online Help.

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Install Enterprise Portal (EP)

This topic describes how to install Enterprise Portal for Microsoft Dynamics AX for a single deployment or a web farm.

Before you install Enterprise Portal and Role Centers

Complete the following tasks before you install Enterprise Portal and Role Centers: If you installed a non-SYS layer model file in the Microsoft Dynamics AX environment, compile Microsoft Dynamics AX before you install Enterprise Portal. If you do not compile Microsoft Dynamics AX, the Enterprise Portal installation might fail. If you want to deploy Enterprise Portal in multiple languages, download and deploy the Microsoft SharePoint 2010 products Language Packs on the web server before you install Enterprise Portal. Enterprise Portal is currently supported in the following languages: Arabic - 1025 Danish - 1030 German - 1031 English - 1033 Finnish - 1035 French - 1036 Italian - 1040 Dutch - 1043 Norwegian - 1044 Swedish - 1053 Thai - 1054 Spanish - 3082

For more information about deploying Enterprise Portal in multiple languages, see Create an Enterprise Portal site. Verify that the name of the server that will host Enterprise Portal does not include an underscore, for example EPserver_1. If an Enterprise Portal server includes an underscore in the server name, lookups and web pages might display errors. On the computer where you will install Enterprise Portal, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

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Microsoft Dynamics AX Verify that you have the appropriate permissions to install Enterprise Portal. If you are installing Enterprise Portal on a server that already hosts an Enterprise Portal deployment, you must have Full Control permission in SharePoint for the existing Enterprise Portal site collection. If you do not have Full Control permission, you will not be able to delete the existing site collection by using Setup. For more information about permissions, see Verify that you have the required permissions for installation. Important: If you attempt to install Enterprise Portal on an existing Internet Information Services (IIS) site that is already configured to use a host header, the installation fails, unless you create a BackConnectionHostNames registry entry.

Install Enterprise Portal and Role Centers

This section describes how to install Enterprise Portal by using Setup on a server that includes either Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010. If you are installing other Microsoft Dynamics AX components at the same time, the installation pages vary, based on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on the computer, the Select a file location page is displayed. The Setup Support files are required for installation. Enter a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Enterprise Portal (EP), and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Select a file location page, select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Specify a location for configuration settings page, specify whether you want Enterprise Portal to access configuration information from the registry on the local computer or from a shared configuration file. If you select to use a shared configuration file, you must enter the network location of the file. Click Next. On the Connect to an AOS instance page, enter the name of the computer that is running the Application Object Server (AOS) instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered AOS connection information for other Microsoft Dynamics AX components that are installed on this computer, this screen is not displayed. Subsequent installations on this computer reuse the existing AOS connection. 10. On the Specify Business Connector proxy account information page, enter the password for the proxy account used by the .NET Business Connector. Click Next.

4. 5. 6. 7. 8.

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Microsoft Dynamics AX 11. On the Configure a Web site for Enterprise Portal page, select a website. If no websites are available in the list, you must cancel Setup, create a website by using SharePoint Central Administration, and then try the installation again. We recommend that you select the Configure for Windows SharePoint Services option. If you select this option, Setup verifies that the site is a SharePoint site. If the site is not a SharePoint site, Setup extends the site in SharePoint. Setup also sets the application pool to run under the service account and sets the authentication method to Windows NTLM. Important: Note the following important information about the Create Web site option: Clear this option if you are installing Enterprise Portal for a public site, such as an unsolicited vendor portal. For public sites, you must create the Enterprise Portal site by using the public site template. For more information, see Create a public Enterprise Portal site. If you are installing Enterprise Portal for a stand-alone installation, or on an administration server for a web farm, select the Create Web site option to create a site at the following URL: http://ServerName/sites/DynamicsAX. Setup creates a new site that uses port 80. When you install Enterprise Portal on subsequent servers in a server farm, you must clear this option. The site must be created only on the administration server for the web farm.

Click Next. Note: If your business or organization purchased a developer license for Microsoft Dynamics AX, you can change the URL for the website, title, and description before you complete the installation. Modify the EPSetupParams file in the Application Object Tree (AOT) (Web > Web Files > Static Files > EPSetupParams). 12. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 13. On the Ready to install page, click Install. 14. After the installation is complete, click Finish to close the wizard. 15. Repeat this procedure on every web server in the server farm.

Specify machineKey values in web.config files for sites in a web farm

If your Enterprise Portal site is not part of a web farm, skip this procedure. Otherwise, use this procedure to specify values for machineKey properties in the web.config file of each server in the web farm. MachineKey properties, validationKey and decryptionKey, are used to hash and decrypt authentication tickets and cookies. Values for machineKey properties must be the same on all servers in the web farm. Otherwise, Enterprise Portal pages may display authentication and access errors. 1. On the administration server for the web farm, open the web.config file in a text editor such as Notepad. By default, the file is located in the following directory: C:\Inetpub\wwwroot\wss\VirtualDirectories\PortNumber. Locate the machineKey section, and copy the validationKey and decryptionKey values to a separate text file. The following is an example of a machineKey section:
<machineKey validationKey="4785A9C8F5FA32B47E5245AC48671291F1CE55735A475EB7" decryptionKey="D961976E181646326D64E01AB2052F5D076F0ABDE2C702FB" validation="SHA1" />

2.

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Microsoft Dynamics AX 3. Edit the web.config files on the other servers in the web farm. Replace the existing machineKey values with the values that you copied from the administration server for the web farm.

For more information about how to configure machineKey properties, see How to: Configure MachineKey in ASP.Net 2.0, especially the "Web Farm Deployment Considerations" section.

Configure the firewall on the Enterprise Portal server

For information about the recommended firewall settings on an Enterprise Portal server, see Firewall settings for Microsoft Dynamics AX components.

Install Enterprise Portal Help content

The MS.EP.HC.cab file contains Help topics for Enterprise Portal pages. This topic describes how to install Enterprise Portal Help.

Before you begin

Deploy SharePoint Language Packs on the Enterprise Portal server. For more information, see About Enterprise Portal sites for multiple languages in the Create an Enterprise Portal site topic. Verify that the SharePoint Timer service is running. Enterprise Portal Help is installed as a job by the SharePoint Timer service. Determine which languages you want to install. You can install Enterprise Portal Help for the languages in the following table.
Language Arabic Danish German English Finnish French Italian Dutch Norwegian Swedish Thai Spanish Language code 1025 1030 1031 1033 1035 1036 1040 1043 1044 1053 1054 3082

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Microsoft Dynamics AX Install Enterprise Portal Help 1. Copy each of the MS.EP.HC.cab files into its corresponding directory on the web server at this location: Drive:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\HCCab\<language_code>\ For example, download the Arabic version of the MS.EP.HC.cab file to this directory: C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\HCCab\1025\ 2. 3. Open the SharePoint 2010 Management Shell on the Enterprise Portal web server. Click Start, click All Programs, click SharePoint 2010 Products, and then click SharePoint 2010 Management Shell. In the management shell, run the following command: Install-SPHelpCollection -LiteralPath "Drive:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\HCCab\<language_code>\MS.EP.HC.cab" For example, to install Enterprise Portal Help for Spanish, run the following command: Install-SPHelpCollection -LiteralPath "Drive:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\HCCab\3082\MS.EP.HC.cab" 4. Repeat the command for each language that you want to install. After SharePoint finishes the Timer job, you can open Enterprise Portal Help by clicking the Help icon on any Enterprise Portal page.

Install multiple instances of Enterprise Portal on the same server

This topic describes how to install and configure multiple instances of Enterprise Portal on the same server. Portals can be configured to access the same or different Microsoft Dynamics AX Application Object Server (AOS) instances, as described in this topic.

Enterprise Portal and the AOS

Enterprise Portal determines which AOS instance to connect to by reading a Microsoft Dynamics AX client configuration. If you install Enterprise Portal on a server that hosts an AOS instance, the client configuration is stored, by default, in the registry on the AOS. If you install Enterprise Portal on a server that does not host an AOS or if Setup cannot locate a client configuration on the web server, you are prompted to specify the location of the client configuration. If you create additional Enterprise Portal sites on the server, those portals use the AOS that is specified in the client configuration unless you specify a different client configuration, as described in this topic.

Multiple portals on the same server that use the same AOS
By default, when you install Enterprise Portal, Setup creates an Enterprise Portal site on the SharePoint-80 web application. You can create additional sites on the port 80 web application by using SharePoint Central Administration. All sites created in this manner use the same AOS. For more information about how to create an Enterprise Portal site, see Create an Enterprise Portal site. If you create additional web applications by using SharePoint Central Administration, you must deploy Enterprise Portal on the new web applications by using Microsoft Dynamics AX Setup. You can then create additional sites on the new web application by using SharePoint Central Administration. All sites created in this manner use the same AOS. 48 Microsoft Dynamics AX 2012 Installation Guide

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Multiple portals on the same server that use different AOS instances
To install multiple portals on the same server and have those portals connect to different AOS instances, you must complete the following steps. Before you begin Enterprise Portal determines which AOS to connect to by reading a Microsoft Dynamics AX client configuration. To install multiple portals on the same server and have those portals connect to different AOS instances, the portals must read separate Microsoft Dynamics AX client configurations. Create one or more Microsoft Dynamics AX client configuration files by using the Microsoft Dynamics AX 2012 Configuration utility and store the configuration files on a network share. For more information about how to create a configuration file, see Manage a client configuration. 1. Use Microsoft Dynamics AX Setup to install Enterprise Portal on the server. By default, Setup creates an Enterprise Portal intranet site on the SharePoint-80 web application. For the purpose of this procedure, this portal is called Portal1 and it is connected to AOS1. For more information about how to install Enterprise Portal, see Install Enterprise Portal (EP). Create a new web application on the Enterprise Portal server by using SharePoint Central Administration. For more information about how to create a new web application, see the Microsoft SharePoint 2010 products online Help. Install Enterprise Portal on the new web application by using Microsoft Dynamics AX Setup. By default, a second portal is created on the port that is specified in SharePoint Central Administration. For the purpose of this procedure, this portal is called Portal2. Copy the URL of Portal2. You will need the URL later in this procedure when you register the portal. Portal2 is currently connected to AOS1. Specify the new Microsoft Dynamics AX client configuration file for Portal2 by editing the web.config file. By default the web.config file is located in the following directory: C:\inetpub\wwwroot\wss\VirtualDirectories\<port number> Add the following Microsoft.Dynamics element under </system.web>. Replace <server_name>, <path>, and <configuration_file>.axc with the information specific to your computing environment. For example:
<Session Configuration="C:\inetpub\wwwroot\dynamicsax.axc" /> <Microsoft.Dynamics> <Session Configuration="\\<server_name>\<path>\<configuration_file>.axc" /> </Microsoft.Dynamics>

2.

3.

4.

5.

6. 7. 8. 9.

Save your changes in the web.config file. Register Portal2 on AOS2. Click System administration > Setup > Enterprise Portal > Web sites. Enter the URL in the Internal URL and External URL fields. In the Type field, click Full (Web parts and site templates). Portal2 is now connected to AOS2. Delete Portal2 from the Web sites form on AOS1.

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Install Search
This section contains information about installing Microsoft Dynamics AX 2012 Enterprise Search. Use the following topics to help you install Search. Checklist: Deploy Microsoft Dynamics AX Enterprise Search Configure the Search Crawler account Configure SharePoint Services logging Install Microsoft Dynamics AX Enterprise Search Configure Enterprise Search by using the Search Configuration wizard

Checklist: Deploy Microsoft Dynamics AX Enterprise Search

The following checklist can help you deploy Enterprise Search.
Task Install the Microsoft Dynamics AX client, database, and Application Object Server (AOS) in the environment before you install Enterprise Search, and then complete the initialization checklist. If you attempt to install Enterprise Search before you complete these other tasks, the installation fails. Configure the domain account that is used to crawl search data. Configure logging to conserve disk space. Specify which queries (and the underlying database tables) are crawled and indexed for Search. Or, if Search is already configured on a different AOS, you can import Search configurations to a new AOS. Deploy Search in the environment by using Setup. By default, Setup publishes queries that are configured for Search to the SharePoint Business Data Connectivity Service (BDS). The BDS then crawls and indexes Search data for Microsoft Dynamics AX. Publish searchable queries to the Business Data Connectivity Service, so that the queries can be crawled by Microsoft SharePoint Services. This option is necessary if you configured additional AOT queries for Search after you installed Search. If you did not configure additional AOT queries for Search after you installed Search, you can skip this step. Configure Enterprise Search by using the Search Configuration wizard Configure SharePoint Services logging Add AOT queries to the Search configuration or Import Search configurations to an AOS Install Search Configure the Search Crawler account More information Install Microsoft Dynamics AX 2012

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Task Verify that Search is installed and data is discoverable in Search results.

More information Open the Microsoft Dynamics AX client, enter a word such as a customer name in the Search box, and press Enter.

See Also
Enterprise Search architecture

Configure the Search Crawler account

This topic describes how to configure the Enterprise Search crawler account so that the Microsoft SharePoint indexing service can crawl Microsoft Dynamics AX data for Enterprise Search. Before you can configure the account, you must create a domain account for the search crawler. For more information, see Create service accounts. 1. 2. Add the domain account as a user in Microsoft Dynamics AX. For more information, see Create new users. Assign the user to the Search crawler role in Microsoft Dynamics AX. For more information, see Assign users to security roles.

Configure SharePoint Services logging

By default, there is no limit on the disk space that diagnostic logging for Microsoft SharePoint 2010 products can use. If you do not specify a limit, diagnostic logging can use all of the space on the hard disk of the Enterprise Search server.

Configure logging
Use the following procedure to specify limits for diagnostic logging for SharePoint 2010 products. 1. 2. 3. 4. 5. 6. 7. 8. 9. In SharePoint 2010 Central Administration, click Monitoring. Under Reporting, click Configure diagnostic logging. In the Number of days to store log files section, enter a number. Select the Restrict Trace Log disk space usage option. In the Maximum storage space for Trace Logs (GB) field, enter a number. Click OK. Under Reporting, click Configure usage and health data collection. In the Maximum log file size field, enter a number. Click OK.

See Also
SharePoint documentation: Configure diagnostic logging

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Install Microsoft Dynamics AX Enterprise Search

This topic describes how to install Microsoft Dynamics AX Enterprise Search. You install and deploy the files that are required to run searches for Microsoft Dynamics AX clients and Enterprise Portal for Microsoft Dynamics AX. You must complete the installation procedure on each search server.

Before you install Enterprise Search

Read about Microsoft Dynamics AX Enterprise Search architecture and security before you deploy Search. For more information, see Enterprise Search architecture and Manage Search security. Install the Microsoft Dynamics AX client, database, and Application Object Server (AOS) in the environment before you install Enterprise Search, and then complete the initialization checklist. If you attempt to install Enterprise Search before you complete these other tasks, the installation fails. For more information, see Install Microsoft Dynamics AX 2012. Create a domain account for Enterprise Search. This account must be configured as a Microsoft Dynamics AX user. The user account must be assigned to the Search crawler role before you install search. For more information, see Configure the Search Crawler account. Verify that the SharePoint web application used for Microsoft Dynamics AX Enterprise Search is configured for NTLM authentication. Also verify that the web application is not configured for anonymous authentication. On the computer where you will install Enterprise Search, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. If you are setting up Enterprise Search in a SharePoint server farm, verify that the Business Data Connectivity service (BDC) is only running on the Enterprise Search server. You must stop this service an all web front-end servers in the farm. If you do not stop the service on all web front-end servers, Enterprise Search fails to install.

Install Enterprise Search

Use this procedure to install Enterprise Search. If you are installing other Microsoft Dynamics AX components at the same time, the installation pages vary, based on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on the computer, the Select a file location page is displayed. The Setup Support files are required for installation. Enter a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Enterprise Search, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. Microsoft Dynamics AX 2012 Installation Guide

4. 5. 6.

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Microsoft Dynamics AX 7. 8. On the Select a file location page, select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Specify a location for configuration settings page, specify whether you want Enterprise Search to access configuration information from the registry on the local computer or from a shared configuration file. If you select to use a shared configuration file, you must enter the network location of the file. Click Next. On the Connect to an AOS instance page, enter the name of the computer that is running the Application Object Server (AOS) instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered AOS connection information for other Microsoft Dynamics AX components that are installed on this computer, this screen is not displayed. Subsequent installations on this computer reuse the existing AOS connection. 10. On the Specify Business Connector proxy account information page, enter the password for the proxy account that is used by the .NET Business Connector. Click Next. 11. On the Specify the search crawler account page, enter the account information, and then click Next. 12. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 13. On the Ready to install page, click Install. 14. After the installation is complete, click Finish to close the wizard.

9.

Post-installation configuration for Enterprise Search

If you installed Enterprise Search on a computer separate from the AOS, you must specify the Search server url in the Enterprise Portal parameters form. If you do not specify the URL, Search does not retrieve data. 1. 2. 3. Click System administration > Setup > Enterprise Portal > Enterprise Portal parameters. Click Search. In the Search server url field, enter the URL to the SharePoint Search service where you just installed Search. Replace server_name with the name of the server where you installed Search: http:// server_name/sites/DynamicsAXClientSearch/_vti_bin/search.asmx Click Close to save changes.

4.

Post-installation validation for Enterprise Search

Data, metadata, and documents can only be crawled and indexed for search if the database table is included in a Microsoft Dynamics AX AOT query. After the table is specified in a query, the query must be configured for Search. You configure a query for Search by setting the Searchable property to True in the AOT. By default, only the following queries are configured for Search. These queries are automatically published and indexed after you install Enterprise Search: BdcDocuRef CustTableListPage EcoResProductPerCompanySearch 53

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Microsoft Dynamics AX 1. 2. 3. HcmWorkerListPage SecurityRoleAllTasks smmBusinessRelations_NoFilter VendorEnterpriseSearch In SharePoint Central Administration, click Manage service applications > Search Service Application. Under Content Source, verify that Microsoft Dynamics AX and Microsoft Dynamics AX Metadata show a crawl end time and no errors. After the crawl complete, open an Microsoft Dynamics AX client and verify that the Search box appears in the upper-right corner. Also search on a term such as Sales and verify that the system returns results that are shown in both the middle pane (the data, metadata, and documents pane) and the Help Topics pane.

Use SharePoint Central Administration to verify that the crawl for these queries has finished running.

For information about how to make data, metadata, and documents available in Search, see Add AOT queries to the Search configuration. After you have specified which queries should be available in Search, you must publish the queries to SharePoint. For more information, see Configure Enterprise Search by using the Search Configuration wizard.

Configure Enterprise Search by using the Search Configuration wizard

This topic describes how to configure Microsoft Dynamics AX Enterprise Search by using the Search Configuration Wizard.

Before you configure Enterprise Search

You must complete the following tasks before you can configure Enterprise Search by using the Search Configuration Wizard: 1. 2. Deploy Enterprise Search. For more information, see Install Microsoft Dynamics AX Enterprise Search. In the Queries node of the Application Object Tree (AOT), designate the queries that are available in search results by setting the Searchable property to True. For more information, see Add AOT queries to the Search configuration

Configure Enterprise Search

The Search Configuration Wizard helps you publish Microsoft Dynamics AX queries to the Microsoft SharePoint Business Data Connectivity Service (BCS). The wizard lists the queries that passed all checks for best practices, and for which the Searchable property is set to True. You can select which queries and table fields you want to publish to the BCS.

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Microsoft Dynamics AX After you complete the wizard, the queries are published to the BCS, so that SharePoint can crawl the selected tables in the Microsoft Dynamics AX database. After the crawl is completed, users can view search results either in the Microsoft Dynamics AX 32-bit client or in Enterprise Portal. Note: You can run the Search Configuration Wizard on a server where Enterprise Search is installed from the Microsoft Dynamics AX client or by double-clicking AXSearchSetup.exe in the following directory: %systemdrive%\Program Files\Microsoft Dynamics AX\60\SetupSupport. 1. 2. Click System administration > Setup > Search > Search configuration. Complete the wizard. Microsoft Dynamics AX informs you that the queries were successfully published to the BCS.

If one or more queries were not published to the BCS, an error message is displayed. Review the log file at the following location: %systemdrive%\ProgramData\Microsoft\Dynamics AX\Dynamics AX Setup Logs\. After the queries are published to the BCS, you can view the list of queries and the status of the database crawl in SharePoint Central Administration. 1. 2. 3. 4. Click Start, and then click SharePoint 2010 Central Administration. Under Application Management, click Manage service applications, and then click Search Service Application. In the left pane, under Crawling, click Content Sources. To view the details, click either the content source for Microsoft Dynamics AX or the content source for Microsoft Dynamics AX metadata. Important: By default, SharePoint schedules incremental crawls of the Microsoft Dynamics AX database. The incremental crawl only updates records if a parent table is modified. To ensure that the crawler updates records from joined tables, you should periodically perform a full crawl of the database.

See Also
Enterprise Search operations

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Install help server

The following topics explain how to install the Microsoft Dynamics AX Help server. Before you install the help server Install the help server

Before you install the help server

This topic describes the tasks that you must complete before you can install the Microsoft Dynamics AX Help server.

Check for required permissions

Verify that you have the permissions that are required to install the Help server. For more information, see Verify that you have the required permissions for installation.

Install prerequisites
On the computer where you will install the Help server, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the Microsoft Dynamics AX 2012 System Requirements guide.

Select a website for the Help server

The Help server must be installed on a website in Internet Information Services (IIS). You can create a new website for the Help server, or you can use an existing site. The following sections describe these options. Create a new website If you want to create a new website for the Help server, see the IIS documentation for information about how to create a website. Use an existing website You can install the Help server on an existing website that is used by other applications. However, you must verify that neither Microsoft SharePoint Foundation 2010 nor Microsoft SharePoint Server 2010 is running on the same site. If you install the Help server on the default website in IIS, and you later install Microsoft SharePoint Foundation or Microsoft SharePoint Server on the server, the SharePoint installation program stops the default website and creates a new site for SharePoint. This new site runs on port 80. You must then open Internet Information Services (IIS) Manager and follow these steps: 1. 2. Configure the default website to run on a different port. Restart the default website.

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Install help content updates

If updates for the Microsoft Dynamics AX help content are available, you can incorporate the updates into the installation. Use the following steps to include help updates in the installation: 1. 2. 3. 4. 5. Locate and download help content updates from the CustomerSource website (logon required). Browse to the directory where the files from the Microsoft Dynamics AX DVD are shared. For more information, see Create a shared directory for installation. Navigate to the \Msi\HelpContent folder. Copy the new or updated help .msi files to the appropriate language folder. When you run Setup and select the Help Server component, the new content will be displayed as an option. Select the content sets that you want to install. Any content that was previously installed will be replaced. If you clear the check box for a content set that was previously installed, it will be removed.

Install the help server

Use this procedure to install the Help server. If you are installing other Microsoft Dynamics AX components at the same time, the installation screens vary based on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the initial wizard pages. If the Setup Support files have not yet been installed on the computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Help Server, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. Note: Validation errors can be resolved through the Prerequisite validation results page only if you are installing the Help server on a supported server operating system. If you are installing on an unsupported client operating system for demonstration or development purposes, you must supply missing prerequisites manually. When no errors remain, click Next. 7. On the Specify a location for configuration settings page, specify whether you want the help server to access configuration information from the registry on the local computer or from a shared configuration file. If you select to use a shared configuration file, you must enter the network location of the file. Click Next.

4. 5. 6.

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Microsoft Dynamics AX 8. On the Connect to an AOS instance page, enter the name of the computer that is running the Application Object Server (AOS) instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered AOS connection information for other Microsoft Dynamics AX components that are installed on this computer, this screen is not displayed. Subsequent installations on this computer reuse the existing AOS connection. 9. The Help Server must be installed on a 64-bit operating system. When you install MSDAX components on a 64-bit system, the Select a file location page is displayed. Use this to select the location where 32-bit versions of Microsoft Dynamics AX files should be installed and then click Next.

10. On the Select a display language page, select a language and click Next. 11. On the Specify a location for configuration settings page, indicate whether client and server configuration settings should be stored locally or in a shared configuration file on the network. If you select the shared configuration, enter the network location of the file. Click Next. 12. On the Connect to AOS instance page, provide the name of the AOS server that the Help server will be using. You can optionally specify the AOS instance name, the AOS TCP/IP port number, and the services WSDL port. Click Next. 13. On the Configure a Web site for Help Server page, select the website that you have chosen to host the Help server. Verify that the location of the physical directory for the website is displayed. Click Next. 14. On the Specify the Help Server account page, enter a domain user account and password. This account must be the same as the .NET Business Connector proxy account for the AOS, and it must be a user in Microsoft Dynamics AX. This should be a service account that does not expire. Click Next. 15. On the Language and content selection page, select the Help languages and content types to install. EN-US must be installed, and is checked by default. Click Next. Tip: To add additional languages or content later, obtain the necessary MSI files and run Setup again. 16. On the Prerequisite Validation page, resolve any errors. When no errors remain, click Next. 17. On the Ready to install page, click Install. 18. After the installation is complete, click Finish to close the wizard. After the Microsoft Dynamics AX Help files are installed, they must be indexed by Windows Search Service before you can view them. Depending on system load and the number of files, it may take up to an hour for indexing to finish.

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Microsoft Dynamics AX

Install business intelligence components

The business intelligence components for Microsoft Dynamics AX provide reporting and analytical functionality that enables you to view and interpret business data. You can use these components to create and use Microsoft SQL Server Reporting Services reports and Microsoft SQL Server Analysis Services cubes. Use the following topics to install and configure the business intelligence components: Install Reporting Services extensions Configure Analysis Services

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Install Reporting Services extensions

Microsoft SQL Server Reporting Services is the primary reporting platform for Microsoft Dynamics AX. The reports that are included with Microsoft Dynamics AX run on the Reporting Services platform. To integrate Microsoft Dynamics AX and Reporting Services, you must complete several procedures. You must first install the Reporting Services extensions by running the Microsoft Dynamics AX Setup Wizard and selecting the Reporting Services extensions option. This option will install the extensions and enable you to deploy the reports that are included with Microsoft Dynamics AX to the Reporting Services server. The following topics provide step-by-step instructions. Checklist: Install the Reporting Services extensions and deploy reports Before you install the Reporting Services extensions Install the Reporting Services extensions Complete the Reporting Services integration

Checklist: Install the Reporting Services extensions and deploy reports

To install the Microsoft SQL Server Reporting Services extensions and deploy reports, complete the tasks in the following checklist.
Task Complete the pre-installation tasks: 1. 2. 3. 4. Verify that you have the permissions that are required to install the Reporting Services extensions. Install prerequisites. Configure a Reporting Services instance by using the Reporting Services Configuration Manager tool. Configure a Reporting Services instance for local administration. Install the Reporting Services extensions. Complete the Reporting Services integration: 1. Deploy the default reports that are included with Microsoft Dynamics AX, if you did not already deploy the reports when you installed the Reporting Services extensions. 2. Assign users to the DynamicsAXBrowser role in Reporting Services. Install the Reporting Services extensions Deploy the default reports Assign users to the DynamicsAXBrowser role For more information, see: Before you install the Reporting Services extensions

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Before you install the Reporting Services extensions

Before you install the Microsoft SQL Server Reporting Services extensions, you must complete the following procedures.

Verify that you have the required permissions to install the Reporting Services extensions
To install the Reporting Services extensions, you must have the required permissions. For more information, see Verify that you have the required permissions for installation.

Install prerequisites
On the computer where Reporting Services is installed, or where you plan to install Reporting Services, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Configure the Reporting Services instance by using the Reporting Services Configuration Manager tool
Use the following procedure to configure the Reporting Services instance. Note: If you installed the Reporting Services instance in its default configuration, Reporting Services is already configured for you. We recommend that you complete this procedure to verify that the options are configured correctly. 1. 2. Open Reporting Services Configuration Manager (Start > All Programs > Microsoft SQL Server 2008 > Configuration Tools > Reporting Services Configuration Manager). Connect to your Reporting Services instance.

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Microsoft Dynamics AX 3. Configure the options that are described in the following table. For detailed information about each option, see the SQL Server documentation.
Click this option [ServerName]\[InstanceName] To do this Verify that the Reporting Services instance is running. If it is not running, click Start. Service Account The action you should take depends on the configuration mode you selected when installing the Reporting Services instance. If you selected the Install the native mode default configuration option, no action is required. The service account is set to the account you specified when installing the Reporting Services instance. If you selected the Install, but do not configure the report server option, select the built-in account, Network Service, as the service account. Note: When you install the Reporting Services extensions, the Business Connector proxy account will automatically be assigned as the service account for the Reporting Services instance. Web Service URL Create a virtual directory for the Reporting Services web service. By default, the virtual directory is named ReportServer and the URL is http://[SSRSServerName]:80/ReportServer. Database Create a database for the Reporting Services instance. By default, the database is named ReportServer. Report Manager URL Create a virtual directory for Report Manager. Report Manager is the website that reports are published to. By default, the virtual directory is named Reports and the URL is http://[SSRSServerName]:80/Reports. E-mail Settings This option is not required. For more information, see the SQL Server documentation. Execution Account Take no action. Note: When you install the Reporting Services extensions, the Business Connector proxy account will automatically be assigned as the execution account for the Reporting Services instance. Encryption Keys This option is not required. For more information, see the SQL Server documentation. Scale-out Deployment This option is not required. For more information, see the SQL Server documentation.

4.

Click Exit to close Reporting Services Configuration Manager.

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Configure the Reporting Services instance for local administration

To administer an instance of the report server locally, you must complete additional configuration steps when you deploy Reporting Services on Windows Server 2008. Windows Server 2008 limits the overuse of elevated permissions by removing administrator permissions when you access applications. If you are a member of the local Administrators group, you run most applications as if you are using the Standard User account because the operating system removes permissions. Although this practice improves the overall security of your system, it prevents you from using the predefined, built-in role assignments that Reporting Services creates for local administrators. However, by completing additional configuration steps, you can manage the report server's content and operations by using standard user permissions. For instructions, see How to: Configure a Report Server for Local Administration on Windows Vista and Windows Server 2008 on TechNet. After you have configured the Reporting Services instance for local administration, verify that you can access the sites that are listed in the following table.
Website Reporting Services web service Report Manager Default URL http://[SSRSServerName]:80/ReportServer http://[SSRSServerName]:80/Reports

Install the Reporting Services extensions

Use this procedure to install the Microsoft SQL Server Reporting Services extensions. You must complete this procedure on the computer that is running Reporting Services. This procedure assumes that you are installing the Reporting Services extensions on a dedicated server where no other Microsoft Dynamics AX components are installed. If you are installing other Microsoft Dynamics AX components at the same time, the installation pages vary, based on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the initial wizard pages. If the Setup Support files have not yet been installed on the computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, select Custom installation. Click Next. On the Select components page, select Reporting Services extensions. Note: When you select the option to install the Reporting Services extensions, the management utilities are automatically selected for installation, also. Click Next. 6. On the Prerequisite Validation page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

4. 5.

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Microsoft Dynamics AX 7. 8. On the Select a file location page, select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Specify a location for configuration settings page, specify whether you want the Reporting Services extensions to access configuration information from the registry on the local computer or from a shared configuration file. If you select to use a shared configuration file, you must enter the network location of the file. Click Next. On the Connect to an AOS instance page, enter the name of the computer that is running the Application Object Server (AOS) instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered AOS connection information for other Microsoft Dynamics AX components that are installed on this computer, this screen is not displayed. Subsequent installations on this computer reuse the existing AOS connection. 10. On the Specify Business Connector proxy account information page, enter the password for the proxy account that is used by the .NET Business Connector. Click Next. 11. On the Specify a Reporting Services instance page, follow these steps: Select a Reporting Services instance. Select the Deploy reports check box to deploy the default reports that are included with Microsoft Dynamics AX to the Reporting Services instance. Note: If you do not deploy the reports now, you can deploy them later by using commands in Windows PowerShell. For more information, see Deploy the default reports. Click Next. 12. On the Prerequisite Validation page, resolve any errors. When no errors remain, click Next. 13. On the Ready to install page, click Install. If you selected to deploy the reports, a PowerShell window is displayed. This window indicates the progress of the deployment, which may take several minutes to finish. Do not close this window. When the reports are deployed, the window will close automatically. 14. Click Finish to close the Setup wizard. Note: You can close the Setup wizard before the reports have finished being deployed. The deployment of the reports is not affected. 15. The Microsoft Dynamics AX 2012 Setup Summary Report is displayed, which lists additional procedures you must complete to integrate Microsoft Dynamics AX and Reporting Services. For more information about the procedures, see Complete the Reporting Services integration.

9.

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Complete the Reporting Services integration

Complete the following procedures to integrate Microsoft Dynamics AX with Microsoft SQL Server Reporting Services. Deploy the default reports Assign users to the DynamicsAXBrowser role

Deploy the default reports

Microsoft Dynamics AX includes many default reports that you must deploy to Microsoft SQL Server Reporting Services. If you did not deploy the reports when you installed the Reporting Services extensions, you can deploy them by using Windows PowerShell. The following procedures can help you deploy the reports. Before you begin Before you can deploy the reports by using Windows PowerShell, you must complete the following tasks: Verify that you are using a computer where Windows PowerShell 2.0 is installed. Verify that your Windows domain account is a member of the Administrators group on the server that is running Reporting Services. Note: If your Windows domain account is assigned to a group that is a member of the Administrators group, it may take some time to validate that you are a member of the Administrators group. Consider adding your Windows domain account directly to the Administrators group if you experience a delay in the report deployment process. Verify that you are assigned to the System Administrator role on the Report Manager website.

Open Windows PowerShell and view a list of reports Complete the following procedure to open Windows PowerShell and view a list of the reports that are included with Microsoft Dynamics AX. 1. Open Windows PowerShell as an administrator by following these steps. a. c. 2. Click Start > Administrative Tools. Click Run as administrator. b. Right-click the Microsoft Dynamics AX 2012 Management Shell option. Retrieve a list of the reports that are included with Microsoft Dynamics AX, and store the list in a local variable by entering the following command:
$reports = Get-AXReport -ReportName *

For more information about the Get-AXReport command, see Get-AXReport. 3. View the list of reports by entering the following command:
$reports

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Microsoft Dynamics AX Filter the list of reports In the previous procedure, you displayed a list of all the reports that are included with Microsoft Dynamics AX. To modify and filter the list, you can use the following commands: To modify the list so that only the Name and ChangedDate fields are displayed, enter the following command:
$reports | Select-Object Name,ChangedDate

To filter the list so that only specific reports are listed, enter keywords or report names. For example, to filter the list so that only reports that contain the word CustTrans are listed, enter the following command:
$reports | Select-Object Name,ChangedDate | Where { $_.Name -like "CustTrans*" }

Deploy the reports After you have retrieved a list of reports, you can deploy the reports. The Publish-AXReport command is used to deploy the reports. The following examples show how to use this command. For more information, see Publish-AXReport. To deploy a specific report, enter the name of the report. For example, to deploy the CustTransList report, enter the following command:
Publish-AXReport -ReportName CustTransList

To deploy two or more specific reports, enter the names of the reports. For example, to deploy the CustTransList and CustTransOpenPerDate reports, enter the following command:
Publish-AXReport -ReportName CustTransList, CustTransOpenPerDate

To deploy all reports, enter the following command:

Publish-AXReport ReportName *

See Also Administering Microsoft Dynamics AX by using Windows PowerShell Windows PowerShell for Microsoft Dynamics AX Piping and the Pipeline in Windows PowerShell

Assign users to the DynamicsAXBrowser role

To grant users access to reports, use the following steps to assign users or groups to the DynamicsAXBrowser role in Microsoft SQL Server Reporting Services. 1. 2. 3. 4. 5. Open the Report Manager website for the Reporting Services instance. By default, the URL is http://[SSRSServerName]:80/Reports. Click the DynamicsAX folder. Click Folder Settings. Click Security. Click New Role Assignment.

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Microsoft Dynamics AX 6. 7. 8. Enter the Active Directory user name or group to assign to the DynamicsAXBrowser role. Select the DynamicsAXBrowser role. Click OK.

See Also Grant users access to reports

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Microsoft Dynamics AX

Configure Analysis Services

Microsoft SQL Server Analysis Services is a server-based solution that provides online analytical processing (OLAP) functionality. Analytical reports help users examine business data and identify trends that they might not otherwise discover when viewing data on traditional reports. To integrate Microsoft Dynamics AX and Analysis Services, you must complete several procedures. You must first run the Microsoft Dynamics AX Setup wizard and select the Analysis Services configuration option. This option configures Analysis Services so that it can be used with Microsoft Dynamics AX. The topics in this section provide step-by-step instructions. Checklist: Configure Analysis Services and deploy cubes Before you configure Analysis Services Configure Analysis Services by running Setup Complete the Analysis Services integration process

Checklist: Configure Analysis Services and deploy cubes

To configure Microsoft SQL Server Analysis Services for use with Microsoft Dynamics AX and to deploy the cubes that are included with Microsoft Dynamics AX, complete the tasks in the following checklist.
Task Complete the prerequisite tasks: 1. 2. 3. Verify that you have the permissions that are required to configure Analysis Services. Create a domain account to run the Analysis Services service. Install prerequisites. Configure Analysis Services by running Setup For more information, see: Before you configure Analysis Services

Configure Analysis Services by running the Microsoft Dynamics AX Setup Wizard.

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Task Complete the Analysis Services integration: 1. 2. 3. 4. Install SQL Server Analysis Management Objects on Microsoft Dynamics AX client computers. Verify that information about exchange rates has been entered. Deploy the default cubes that are included with Microsoft Dynamics AX. Update the data source for online analytical processing (OLAP) if your Analysis Services database is not named Dynamics AX. 5. Configure the cubes, based on changes that you have made to the Microsoft Dynamics AX configuration or license keys. 6. 7. Grant users access to the cubes. Automate the processing of cubes.

For more information, see: Install SQL Server Analysis Management Objects Verify that exchange rate information has been entered Deploy the default cubes Update the OLAP data source How to: Configure an Existing SQL Server Analysis Services Project Grant users access to cubes Automate the processing of cubes

Before you configure Analysis Services

Before you configure Microsoft SQL Server Analysis Services for use with Microsoft Dynamics AX, you must complete the following procedures.

Verify that you have the required permissions to configure Analysis Services
To configure Analysis Services, you must have the required permissions. For more information, see Verify that you have the required permissions for installation.

Create a domain account

Create a domain account that can run the Analysis Services service. For more information, see Create service accounts.

Install prerequisites
On the computer where Analysis Services is installed, or where you plan to install Analysis Services, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

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Microsoft Dynamics AX

Configure Analysis Services by running Setup

Use this procedure to configure Microsoft SQL Server Analysis Services for use with Microsoft Dynamics AX. You must complete this procedure on the computer that is running Analysis Services. This procedure assumes that you are configuring Analysis Services on a dedicated server where no Microsoft Dynamics AX components are installed. If you are installing other Microsoft Dynamics AX components at the same time, the installation pages vary, based on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the initial wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location and then click Next. On the Ready to install page, click Install. On the Select installation type page, select Custom installation. Click Next. On the Select components page, select Analysis Services configuration. Click Next. On the Prerequisite Validation page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Select a file location page, select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Specify a location for configuration settings page, specify whether you want the cubes to access configuration information from the registry on the local computer or from a shared configuration file. If you select to use a shared configuration file, you must enter the network location of the file. Click Next. On the Connect to an AOS instance page, enter the name of the computer that is running the Application Object Server (AOS) instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered AOS connection information for other Microsoft Dynamics AX components that are installed on this computer, this screen is not displayed. Subsequent installations on this computer reuse the existing AOS connection. 10. On the Specify Business Connector proxy account information page, enter the password for the proxy account used by the .NET Business Connector. Click Next. 11. On the Specify an Analysis Services instance page, select an instance of Analysis Services. Click Next. 12. On the Connect to a SQL Server Database page, follow these steps: Select the computer that hosts your Microsoft Dynamics AX online transaction processing (OLTP) database. Select the Microsoft Dynamics AX OLTP database. Click Next.

4. 5. 6. 7. 8.

9.

13. The domain account that the Analysis Services service runs as must have access to the Microsoft Dynamics AX OLTP database in order to process the cubes. The Specify user accounts page lists the 70 Microsoft Dynamics AX 2012 Installation Guide

Microsoft Dynamics AX accounts that currently have access to the OLTP database. If the account that the Analysis Services service runs as is not listed, click Add user to add it. Click Next. 14. On the Prerequisite Validation page, resolve any errors. When no errors remain, click Next. 15. On the Ready to install page, click Install. 16. Click Finish to close the Setup wizard. 17. The Microsoft Dynamics AX 2012 Setup Summary Report is displayed. This report lists additional procedures that you must complete to integrate Microsoft Dynamics AX and Analysis Services. For more information about the procedures, see Complete the Analysis Services integration.

Complete the Analysis Services integration process

After you have completed the steps of the initialization checklist in Microsoft Dynamics AX, complete the following procedures to integrate Microsoft Dynamics AX with Microsoft SQL Server Analysis Services: 1. 2. 3. 4. 5. 6. 7. Install SQL Server Analysis Management Objects Verify that exchange rate information has been entered Deploy the default cubes Update the OLAP data source How to: Configure an Existing SQL Server Analysis Services Project after Changing the Microsoft Dynamics AX Configuration or License Keys Grant users access to the cubes Automate the processing of cubes

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Microsoft Dynamics AX

Install client components

The topics in this section provide information about how to install the client components for Microsoft Dynamics AX. The following topics are included: Install the Microsoft Dynamics AX client Install Office Add-ins Install Remote Desktop Services integration Troubleshoot installation issues with client components

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Install the Microsoft Dynamics AX client

The Microsoft Dynamics AX client is an interface to Microsoft Dynamics AX data and functionality. The topics in this section provide information about how to install a Microsoft Dynamics AX client. The following topics are included: Install a client Mass deployment of the Microsoft Dynamics AX Windows client Configure clients to use a shared configuration

Install a client
When you install a Microsoft Dynamics AX client, the following components are included: The Microsoft Dynamics AX interface that connects to an instance of Application Object Server (AOS) The Microsoft Dynamics AX Configuration utility

You can access the Microsoft Dynamics AX Configuration utility from the Administrative Tools menu. On computers that run Windows 7, Administrative Tools is an item in Control Panel. If you are installing many clients, we recommend that you install them from a file server and create a shared configuration file. For more information, see Mass deployment of the Microsoft Dynamics AX Windows client.

Before you install a client

Complete the following tasks before you install a Microsoft Dynamics AX client. Read Manage client security to learn about deployment best practices that can help secure the Microsoft Dynamics AX client. On the computer where you plan to install the client, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Install the Microsoft Dynamics AX databases and AOS in the environment.

Install a client
Use this procedure to install a Microsoft Dynamics AX client by using the Setup wizard. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. 73

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Microsoft Dynamics AX 4. 5. 6. 7. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Client, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Select client preferences page, select the display language that is used in the client, and specify whether you want Setup to create a desktop shortcut for the client. Additionally, select one of the following installation types: Business user The basic client is installed. This type of client installation is appropriate for most users. Developer The client, the developer workspace, and additional files that are required for development tasks are installed. Administrator The client and additional files that are required for administrative tasks are installed. Administrative tasks include the deployment of artifacts and the creation of users.

8.

Click Next. 9. On the Specify a location for configuration settings page, specify whether you want the client to access configuration information from the registry on the local computer or from a shared configuration file. If you want to use a shared configuration file, you must enter the network location of the file. If you use a shared configuration file, client configuration settings are not stored locally, and the Microsoft Dynamics AX Configuration utility is not installed on the client computer. Note: If you install the client at the same time as an AOS instance, this screen is not displayed, and configuration settings are saved in the registry automatically. For more information about how to use a shared configuration file, see Configure clients to use a shared configuration. Click Next.

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Microsoft Dynamics AX 10. On the Connect to an AOS instance page, enter the name of the computer that runs the AOS instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. If you do not know the name of the AOS instance or the port information, contact the Microsoft Dynamics AX administrator. Note: If you entered information about the AOS connection for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on the same computer reuse the existing AOS connection. Click Next. 11. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 12. On the Ready to install page, click Install. 13. After the installation is completed, click Finish to close the wizard.

Mass deployment of the Microsoft Dynamics AX Windows client

The topics in this section provide information that can help you deploy many Windows clients for Microsoft Dynamics AX at the same time. The following topics are included in this section: Deploy the client by using Microsoft System Center Configuration Manager Deploy the client by using Group Policy

Deploy the client by using Microsoft System Center Configuration Manager

Microsoft System Center Configuration Manager 2007 (SCCM) is a comprehensive solution that is used to assess, deploy, and update servers, clients, and devices across physical, virtual, distributed, and mobile environments. This topic describes how to use SCCM to deploy Microsoft Dynamics AX clients in a medium to large organization. This topic does not provide information about how to set up the network infrastructure, such as the Active Directory directory service, Microsoft SQL Server, and System Center Configuration Manager. Links to articles that provide this information are included at the end of this topic. Overview of the deployment process To deploy Microsoft Dynamics AX clients by using SCCM, you must create and define the following objects: Collections A collection is a group of SCCM resources, such as users, user groups, or computers. A collection defines the target of a software deployment. For more information about collections, see Collections Overview in the SCCM documentation. Packages A package is the set of installation source files that SCCM manages and distributes for a software deployment. Packages include distribution points and the programs that are used to deploy the software. For more information about packages, see About Packages in the SCCM documentation. Microsoft Dynamics AX 2012 Installation Guide

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Microsoft Dynamics AX Programs Programs contain command-line switches and additional parameters that are used by designated source files in packages, such as Setup.exe. For more information about programs, see About Programs in the SCCM documentation. Distribution points Distribution points are site systems for SCCM that store packages that can be deployed to SCCM clients. When the SCCM client receives and processes an advertisement, the client contacts a distribution point to download the package and start the installation process. For more information about distribution points, see About Distribution Points in the SCCM documentation. Advertisements Advertisements let administrators target a software deployment to collections of computers or users. An advertisement specifies a package, a program, and the collection to which the advertisement is sent and deployed. For more information about advertisements, see About Advertisements in the SCCM documentation. Example: Deploy Microsoft Dynamics AX clients by using SCCM This section provides an example of a network environment for the SCCM infrastructure. This section also describes how SCCM is used to deploy Microsoft Dynamics AX clients in this environment. You can use this example as a guide when you use SCCM to deploy Microsoft Dynamics AX clients in your implementation. Network environment The following illustration shows an example of a network environment.

All the computers are members of the Contoso.com domain.

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Microsoft Dynamics AX Servers A, B, and C run Windows Server 2008. The applications and roles on each computer are as follows: A The domain controller that runs Active Directory, the Domain Name System (DNS) Server role, and the Dynamic Host Configuration Protocol (DHCP) Server role B The database server that runs Microsoft SQL Server 2008 C The management point and distribution point that runs System Center Configuration Manager D The client computer that runs Windows 7 Professional and the System Center Configuration Manager client Note: In the network environment in this example, server C performs multiple roles in the site system. However, we do not recommend this configuration in production environments that have many resources. Create a collection This section explains how to use direct membership rules to create a collection in System Center Configuration Manager 2007. For more information about membership rules, see About Membership Rules in the SCCM documentation. 1. 2. 3. 4. 5. 6. 7. 8. 9. In the Configuration Manager Console, click System Center Configuration Manager > Site Database > Computer Management > Collections. Right-click Collections, and then click New Collection. On the General page of the New Collection Wizard, enter a name for the collection. On the Membership Rules page, click the computer icon to open the Create Direct Membership Rule Wizard. Click Next. On the Search for Resources page, in the Resource class field, select System Resource. Then, in the Attribute name field, select Name. In the Value field, enter %, and then click Next. On the Collection Limiting page, click Browse, select All Windows Workstation or Professional Systems, click OK, and then click Next. On the Select Resources page, select the check box for each computer resource that you want to target. Click Next. On the Finished page, click Finish. On the Membership Rules page of the New Collection Wizard, click Next. On the Advertisements page, you cannot assign an advertisement, because you have not yet created an advertisement. Click Next.

10. On the Security page, accept the default values, click Next, and then click Close. Prepare the source directory for the package The source directory for a package contains all the files and subdirectories that are required to run the programs in a package. For Microsoft Dynamics AX, the source directory must contain a copy of the installation media for Microsoft Dynamics AX. For more information about source directories for packages, see How to Set Up a Package Source Directory in the SCCM documentation.

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Microsoft Dynamics AX Create a package for Microsoft Dynamics AX This section explains how to create a package that contains the parameters that are used to install the Microsoft Dynamics AX client. In this example, the Microsoft Dynamics AX client and its prerequisites are contained in one package that has multiple programs. You can also deploy the programs in separate packages. The location from which the package is distributed is known as the distribution point. 1. 2. 3. 4. In the Configuration Manager Console, click System Center Configuration Manager > Site Database > Computer Management > Software Distribution > Packages. Right-click Packages, point to New, and then click Package. On the General page of the New Package Wizard, enter the name, version, manufacturer, and language. For example, enter Microsoft Dynamics AX 2012 EN. Click OK, and then click Next. Click Next on all the remaining pages of the wizard to accept the default settings. On the Wizard Completed page, click Close.

Determine which parameters are used for a silent installation Before you create programs that are used to install the Microsoft Dynamics AX client and its prerequisites, you must determine which command-line parameters are required to silently install the software. A silent installation is an installation that does not require user interaction. To install client components, use parameters for the Microsoft Dynamics AX Setup program. For information about individual parameters, see the Setup parameters reference on TechNet. Setup can also configure some required prerequisites, such as operating system features and roles, and redistributable components that are on the installation media for Microsoft Dynamics AX. If you want Setup to automatically configure these prerequisites, include the parameter ConfigurePrerequisites=1 when you create the program that installs the client. You can silently install other prerequisites by running the individual programs from the command line. You must create a separate program for each of these prerequisites. To determine the command-line parameters that are required, we recommend that you run the Microsoft Dynamics AX prerequisite verification utility on a representative client. When you use the utility to configure prerequisites, the log file indicates the commands that were used. For more information about how to find the appropriate command-line parameters for a silent installation, see Run Setup in silent mode. Create programs Next, you must create the programs that are included in the package. Create one program that contains the parameters that are used to silently install the Microsoft Dynamics AX client. In addition, create a separate program for every prerequisite of Microsoft Dynamics AX that cannot be configured automatically by the Microsoft Dynamics AX Setup program.

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Microsoft Dynamics AX Create a program to install the Microsoft Dynamics AX client Use the following procedure to create a program that installs the Microsoft Dynamics AX client. 1. 2. In the Configuration Manager Console, right-click Programs, point to New, and then click Program. On the General page of the New Program Wizard, enter a name for the package in the Name field. In the Command line field, enter the Setup parameters that you want to use. For example, type the following command.
setup.exe HideUI = 1 AcceptLicenseTerms=1 ByPasswarnings=0 InstallClientUI=1 InstallOfficeAddins=1 ClientAOSServer=Ax2012Test AOSPort=2712 AOSWsdlPort=8101 ClientLanguage=en-us ClientInstallType=1 CreateClientDesktopShortcut=1 ClientHelpLanguage=en-us ConfigurePrerequisites=1 LogDir=c:\Temp

Important: If you want Setup to automatically configure the prerequisites that it can configure, specify the parameter ConfigurePrerequisites=1. If you do not want the Microsoft Dynamics AX Configuration utility to be installed when clients are installed, specify the parameter ClientConfig=0. To set up clients so that they use a shared configuration file, set the ClientConfigFile parameter to the path of the configuration file in the shared directory. For example, specify the parameter as follows.
ClientConfigFile="X:\<name of configuration file>.axc"

For more information about whether to install the Configuration Utility, and about using shared configuration files, see About the Microsoft Dynamics AX 2012 Configuration utility. 3. 4. In the Run field, select Hidden. In the After running field, verify that No action required is selected. Click Next, and then accept the default values on the Requirements page. On the Environment page, in the Program can run field, select Whether or not a user is logged on. The Run mode field is automatically set to Run with administrative rights. Make sure that the Drive mode field is set to Runs with UNC name, and then click Next. On the Advanced page, select Suppress program notifications, and then click Next. Note: If you want a notification about the installation to be displayed on each user's desktop, clear Suppress program notifications. 6. 7. On the Summary page, click Next. The Wizard Completed page is displayed. To exit the New Program Wizard, click Close.

5.

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Microsoft Dynamics AX Create programs to install prerequisites You must create a program for every prerequisite that cannot be configured automatically by the Microsoft Dynamics AX Setup program. The following example shows how to create a program that installs Report Viewer 2012. 1. 2. In the Configuration Manager Console, right-click Programs, point to New, and then click Program. On the General page of the New Program Wizard, enter a name for the package in the Name field. For example, enter Report viewer 2012 installation. In the Command line field, type the command that is used to install the prerequisite. For Report Viewer 2012, type the following command.
Redist\ReportViewer2010\ReportViewer /passive

3. 4.

In the Run field, select Hidden. In the After running field, verify that No action required is selected. Click Next, and then accept the default values on the Requirements page. On the Environment page, in the Program can run field, select Whether or not a user is logged on. The Run mode field is automatically set to Run with administrative rights. Make sure that the Drive mode field is set to Runs with UNC name, and then click Next. On the Advanced page, select Suppress program notifications, and then click Next. Note: If you want a notification about the installation to be displayed on each user's desktop, clear Suppress program notifications.

5.

6. 7.

On the Summary page, click Next. The Wizard Completed page is displayed. To exit the New Program Wizard, click Close.

Select a distribution point To use a server as a distribution point that distributes packages to client computers, you must first designate a site system as a distribution point. In this example, the site server that is named SCCM is configured as both a management point and a distribution point. 1. In the Configuration Manager Console, right-click Distribution Points, click New Distribution Points, click Next, and then select the check box for the distribution point. In this example, the new distribution point is server C. Click Next. When you have finished running the New Distribution Points Wizard, click Close.

2.

Before you advertise the package, we recommend that you verify that the package is stored on the distribution point. For more information about how to verify the status of a package, see How to View the Status of a Package in the SCCM documentation. Create an advertisement for the Microsoft Dynamics AX client package Next, you must advertise the package that contains both the SCCM distribution point and the programs that are used to deploy the Microsoft Dynamics AX client and its prerequisites. This example shows how to create an advertisement of the Microsoft Dynamics AX client package. 1. 2. In the Configuration Manager Console, right-click Advertisements, point to New, and then click Advertisement. On the General page of the New Advertisement Wizard, enter a name in the Name field. Click the Browse button for the Package field, and then click the package that you want to advertise. Click OK. Click the Browse button for the Collection field, click the collection, click OK, and then click Next. Microsoft Dynamics AX 2012 Installation Guide

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Microsoft Dynamics AX 3. 4. 5. On the Schedule page, in the Advertisement start time fields, enter the date and time when the advertisement becomes available, and then click the asterisk (*) button for Mandatory Assignments. On the Assignment Schedule page, click Schedule, and then enter the same date and time that you entered in the Advertisement start time fields on the Schedule page. Click OK. On the Schedule page, select the check boxes for Enable Wake On LAN, Ignore maintenance windows when running program, and Allow system restart outside maintenance windows, and then click Next. Note: In your production environment, policies may require that you select different values for the assignment schedule than the values that are shown in this example. For more information about these options, see Advertisement Name Properties: Schedule Tab in the SCCM documentation. 6. Accept the default values on the remaining pages. On the Wizard Completed page, click Close. The package is advertised to the targeted collection, and the silent installation of Microsoft Dynamics AX client starts. For information about how to monitor the status of an advertisement, see How to View the Status of an Advertisement in the SCCM documentation. Resources for deploying the infrastructure This section includes resources that can help you understand and configure the infrastructure that is required if you want to deploy Microsoft Dynamics AX clients by using System Center Configuration Manager. Active Directory, DNS, and DHCP Active Directory Domain Services for Windows Server 2008 Windows Server 2008 Step-by-Step Guide for DNS in Small Networks DNS DHCP Server Installing SQL Server 2008 (SQL Server Video) SQL Server 2008 Security Overview for Database Administrators System Center Configuration Manager (SCCM) 2007 POC Installation Guidelines Configuration Manager Single Site Planning and Deployment Planning and Deploying Clients for Configuration Manager 2007

SQL Server 2008

System Center Configuration Manager 2007

System Center Configuration Manager client

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Deploy the client by using Group Policy

Group Policy provides an infrastructure that lets you centrally manage the configuration of operating systems and applications. This topic describes the processes and procedures that you must use to deploy Microsoft Dynamics AX clients by using Group Policy. When you publish the Microsoft Dynamics AX client by using Group Policy, the program becomes available from the Install a program from the network option in the Programs and Features Control Panel. Users can install the Microsoft Dynamics AX client by using the settings that you specify. For more information about Group Policy, see the Group Policy Planning and Deployment Guide on TechNet. Overview of the deployment process You must perform the following procedures to deploy Microsoft Dynamics AX clients by using Group Policy. 1. 2. Create a distribution point Create the location from which the software is installed. Create a transform for the ClientOba.msi file Modify the Microsoft Windows Installer package, or .msi file, for the Microsoft Dynamics AX client to enable the client to be deployed by using Group Policy. There are two versions of the .msi file: ClientOba.msi, which is for 32-bit systems, and ClientOba64.msi, which is for 64-bit systems. Create a Group Policy object Create a Group Policy object and publish it to the domain. (Optional) Update Group Policy settings on client computers Run the Gpupdate utility if you want the changes to be applied to a client computer immediately. If you do not use Gpupdate, you must wait the default update interval or restart the computer.

3. 4.

Create a distribution point To publish the Microsoft Dynamics AX installation by using Group Policy, you must first create a distribution point on the publishing server. 1. 2. 3. 4. Log on to the server computer as an administrator. Create a shared network folder where you can put the .msi file for the Microsoft Dynamics AX client components. Set permissions on the shared network folder to allow access to the distribution package. Make sure that all users who must install Microsoft Dynamics AX have Read access to this directory. Install the package to the distribution point. From the folder where you saved the Microsoft Dynamics AX DVD image, run the msiexec tool. In the command, include the /a parameter, and specify the location of the distribution point. For example, you might use the following command to install the 64-bit Microsoft Dynamics AX client components to the distribution point:
msiexec /a ClientOba64.msi TARGETDIR=\\<Server>\<Directory>\<SharedFolder>)

Note: The msiexec tool lets you install, modify, and perform operations on Windows Installer files from the command line. For more information about how to use msiexec, see Msiexec (command-line options) on TechNet.

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Microsoft Dynamics AX Create a transform for the ClientOba.msi file The .msi file for the Microsoft Dynamics AX client components must be modified before it can be published by using Group Policy. You can use the Orca database editor to modify .msi files. For more information about how to install and use Orca, see the Microsoft Knowledge Base article How to use the Orca database editor to edit Windows Installer files. 1. 2. 3. Open ClientOba.msi or ClientOba64.msi by using the Orca editor. Click Transform > New Transform. Select the features that you want to install. In the left pane, select the Feature table. In the right pane, use the Level column to specify whether features are installed on client computers. The following table shows the possible values.
Level 0 <150 >150 Description The feature is not available for installation. The feature is installed on the local hard disk. The feature is available for installation, but it is not installed by default.

Note: If you do not want a feature to be installed automatically on client computers, set the level to 0. If a parent feature has a level of 0, all child features are also unavailable. 4. Set information about the connection to Application Object Server (AOS). In the left pane, select the Property table. In the right pane, double-click to add a line for each property and value. The following table describes the properties that you can set.
Property AOS2 ClientAOSServer AOSPort AOSWSDLPort InstallDir Value (Required) Enter the name of the AOS instance that clients connect to. (Required) Enter the name of the AOS instance that clients connect to. Enter the TCP/IP port for the AOS. By default, the AOS uses port 2712. Enter the WSDL port for the AOS. By default, the AOS uses port 8101. (Required) Specify the location where program files for Microsoft Dynamics AX are installed. By default, the path is <Drive>:\Program Files\Microsoft Dynamics AX\60. InstallDir32 (Required for 64-bit operating systems) Specify the location where 32-bit versions of program files for Microsoft Dynamics AX are installed. You cannot specify the same path for both 64-bit files and 32-bit files. DirectExecute (Required) Enter 1 to enable the .msi file to be run directly.

5.

Click Transform > Generate Transform. Enter a name and location for the .mst file.

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Microsoft Dynamics AX Create a Group Policy object An Active Directorybased Group Policy object (GPO) is a virtual collection of policy settings. Active Directorybased GPOs can be linked to a domain, site, or organizational unit. The settings in GPOs can be applied to users or computers. GPOs are stored in a domain and replicated to all the domain controllers for the domain. Use the following procedure to create a GPO that installs the Microsoft Dynamics AX client components. 1. 2. 3. 4. 5. 6. 7. 8. 9. On the domain controller, click Administrative Tools > Group Policy Management to open the Group Policy Management console. Under the domain for which you want to create a GPO, right-click Group Policy Objects and then click New. Specify a name for the GPO and then click OK. Select the new GPO and then click the Settings tab. Under User Configuration, right-click, and then select Edit to open the Group Policy Management Editor. Expand User Configuration > Policies > Software Settings. Right-click Software Installation, and then select New Package. Browse to the distribution point that you set up. Click Advanced. On the Deployment tab, select a deployment type of Published. On the Modification tab, select the .mst file that you created.

10. Click OK to finish configuring the GPO. (Optional) Update Group Policy settings on client computers Typically, after you modify group policy settings, you must wait a default update interval or restart the computer. The default update interval is 90 minutes on domain members and 5 minutes on domain controllers. However, if you want the changes to be applied immediately, you can run the Gpupdate utility at a command prompt. For more information about how to use the Gpupdate utility, see Gpupdate on TechNet.

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Configure clients to use a shared configuration

By default, the Microsoft Dynamics AX client reads configuration information from the registry on the local computer. If you deploy many Microsoft Dynamics AX clients, it can be difficult to maintain or troubleshoot configurations. To enhance security and simplify client administration, we recommend that large deployments run the Microsoft Dynamics AX client as a remote application. If your organization cannot deploy the Microsoft Dynamics AX client as a remote application, we recommend that you deploy the client by using one of the methods that are listed in the following table.
Deployment method Microsoft System Center Configuration Manager For more information Deploy the client by using Microsoft System Center Configuration Manager Group Policy Deploy the client by using Group Policy

If you deploy the Microsoft Dynamics AX client by using one of these methods, we recommend that you configure clients to access configuration information from a file that is stored on a network share. A shared configuration file can reduce the time that you spend administering or troubleshooting clients.

Before you begin

If your business or organization runs Microsoft Dynamics AX 2012 clients on both 32-bit and 64-bit versions of the Windows operating system, you must create multiple configuration files. Microsoft Dynamics AX clients that run on a 32-bit version of Windows must connect to a client configuration file that was created on a 32-bit version of Windows. Similarly, Microsoft Dynamics AX clients that run on a 64-bit version of Windows must connect to a client configuration file that was created on a 64-bit version of Windows.

Create a shared configuration file

1. On a file server or the server that hosts Application Object Server (AOS), create the directory that the clients share. Configure the directory so that all users of the Microsoft Dynamics AX client have read access. Use the Microsoft Dynamics AX 2012 Configuration utility to save a Microsoft Dynamics AX configuration as a file. For more information, see Manage a client configuration. If your business or organization runs both 32-bit and 64-bit versions of Windows, you must save a separate configuration file for each operating system. Open the Microsoft Dynamics AX 2012 Configuration utility on each operating system, and save a configuration as a file. We recommend that you give each configuration a name that identifies the version, such as 32bit.axc and 64bit.axc. Copy the configuration files to the share that you created in step 1.

2.

3.

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Set up clients to use the shared configuration file

The following table lists three methods that you can use to set up clients to use a shared configuration file. For more information, see Install a client.
Method In the Setup wizard, enter the path of the shared configuration file when you install the Microsoft Dynamics AX client. Log on to a client computer, and use the Set Configuration Store option in the Microsoft Dynamics AX 2012 Configuration utility to specify the new shared configuration file. This method is useful when a client is already installed and configured to read configurations from the registry on the local computer. Use the ClientConfigFile setup parameter, and specify the path of the shared configuration file. This method can be used for client installations that are run in silent mode. The following example shows the format of the parameter. ClientConfigFile="%Drive%:\<name of configuration file>.axc" Tip: If you want to install clients, but you do not want to install the Microsoft Dynamics AX 2012 Configuration utility, set the ClientConfig parameter to 0 (zero). Run Setup in silent mode Manage a client configuration For more information Install a client

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Install Office Add-ins

Use the Microsoft Office Add-ins for Microsoft Dynamics AX to integrate the Microsoft Dynamics AX client with Microsoft Excel or Microsoft Word. When you install the Office Add-ins, a new contextual tab for Microsoft Dynamics AX is created on the ribbon in Excel and Word. Users can use the controls on this tab to create and update data in an Excel spreadsheet or a Word document.

Before you install the Office Add-ins

On the computer where you are installing this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install the Office Add-ins

Use this procedure to install the files for the Office Add-ins on a client computer. If you install other Microsoft Dynamics AX components at the same time, the installation screens vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Office Add-ins. When you select Office Add-ins, Remote Desktop Services integration is selected automatically. Click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing the Office Add-ins on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want 32-bit versions of Microsoft Dynamics AX files to be installed, and then click Next. On the Specify a location for configuration settings page, specify whether you want the Office Add-ins to access configuration information from the registry on the local computer or from a shared configuration file. If you want to use a shared configuration file, you must enter the network location of the file. If you use a shared configuration file, client configuration settings are not stored locally, and the Microsoft Dynamics AX Configuration utility is not installed on the client computer. For more information about how to use a shared configuration file, see Configure clients to use a shared configuration. Click Next. Microsoft Dynamics AX 2012 Installation Guide 87

4. 5. 6. 7.

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Microsoft Dynamics AX 9. On the Connect to an AOS instance page, enter the name of the computer that runs the Application Object Server (AOS) instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. If you do not know the name of the AOS instance or the port information, contact the Microsoft Dynamics AX administrator. Note: If you entered AOS connection information for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on the same computer reuse the existing AOS connection. Click Next. 10. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 11. On the Ready to install page, click Install. 12. After the installation is completed, click Finish to close the wizard. 13. The first time that you open Excel or Word on a computer where the Office Add-ins component was installed, you are prompted to install the add-in. Click Install to continue with the installation.

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Install Remote Desktop Services integration

The Remote Desktop Services integration components for Microsoft Dynamics AX support integration with local applications, such as Microsoft Word and Microsoft Excel, when Microsoft Dynamics AX is hosted on a Remote Desktop server. Install the Remote Desktop Services integration components on local client computers. The Remote Desktop Services integration components are selected automatically when you install the Office Add-ins for Microsoft Dynamics AX.

Before you install the Remote Desktop Services integration components

On the computer where you plan to install the components, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install the Remote Desktop Services integration components

Use this procedure to install the Remote Desktop Services integration components on a client computer. If you install other Microsoft Dynamics AX components at the same time, the installation screens vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Specify a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Remote Desktop Services integration, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Ready to install page, click Install. After the installation is completed, click Finish to close the wizard.

4. 5. 6. 7. 8.

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Troubleshoot installation issues with client components

This topic provides information that can help you troubleshoot issues that you may encounter when you install the Microsoft Dynamics AX client components.

User not recognized error when you try to start the client
If you are not a user in the system, the client returns the following error: User not recognized. An administrative user can add you to the system as a user, and then assign you to the appropriate security roles. The person who installed Microsoft Dynamics AX is the first administrative user. For more information, see the Microsoft Dynamics AX Technical Library on TechNet.

Open the client configuration utility

You can access the Microsoft Dynamics AX Configuration utility from the Administrative Tools menu. On computers that run Windows 7, Administrative Tools is an item in Control Panel.

Connection with Application Object Server cannot be established

When you try to start the client, you may receive the following error: Connection with the Application Object Server cannot be established. This error can indicate that the Microsoft Dynamics AX Object Server service is not running. On the server computer for Application Object Server (AOS), verify the status of the service by using the Services control panel. (Click Start > Administrative Tools > Services.) If you specified a shared configuration file when you installed the client, you might receive this error the first time that you start the client. To resolve this issue, click OK to close the client, and then restart the client.

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Install developer tools

The topics in this section provide information about how to install the developer tools. Use the developer tools to customize Microsoft Dynamics AX. For example, you can use the developer tools to create customizations or extensions to Enterprise Portal for Microsoft Dynamics AX, and to create advanced production reports by using Microsoft SQL Server Reporting Services. The developer tools include the debugger, Microsoft Visual Studio Tools, and the Trace Parser. The following topics are included in this section: Install the debugger Install Visual Studio Tools Install the Trace Parser Troubleshoot installation issues with the developer tools

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Install the debugger

The debugger tool provides debugging capabilities for X++ developers. The debugger tool communicates with the Microsoft Dynamics AX client, .NET Business Connector, or batch jobs that run on the Microsoft Dynamics AX server. Note: To use the Help documentation for the debugger, the Microsoft Dynamics AX client must also be installed.

Before you install the debugger

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install the debugger

Use this procedure to install the debugger. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Debugger, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. On the Ready to install page, click Install.

4. 5. 6. 7.

8. 9.

10. After the installation is completed, click Finish to close the wizard.

After you install the debugger

To use the debugger, users must belong to the Microsoft Dynamics AX Debugging Users local group on the computer. The person who installed the debugger is automatically added to this group.

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Install Visual Studio Tools

Visual Studio Tools integrate the development of Microsoft Dynamics AX with Microsoft Visual Studio. Developers can use these tools to create managed code that accesses X++ objects. Developers can also use the tools to create or modify controls for Enterprise Portal for Microsoft Dynamics AX and reports for Microsoft SQL Server Reporting Services. For more information about Visual Studio Tools, see Visual Studio Development for Microsoft Dynamics AX. Note: If you want to have access to all the development capabilities, we recommend that you install the Microsoft Dynamics AX client on the same computer as Visual Studio Tools.

Before you install Visual Studio Tools

Complete the following tasks before you install Visual Studio Tools: On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. If Visual Studio is running, we recommend that you close it before you install Visual Studio Tools.

Install Visual Studio Tools

Use this procedure to install Visual Studio Tools. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Visual Studio Tools. When you select Visual Studio Tools, the Management utilities component is selected automatically. Click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Specify a location for configuration settings page, specify whether you want Visual Studio Tools to access configuration information from the registry on the local computer or from a shared configuration file. If you want to use a shared configuration file, you must enter the network location of the file. Click Next.

4. 5. 6. 7.

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Microsoft Dynamics AX 9. On the Connect to an AOS instance page, enter the name of the computer that runs the instance of Application Object Server (AOS) that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered information about the AOS connection for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on the same computer reuse the existing AOS connection. 10. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 11. On the Ready to install page, click Install. 12. After the installation is completed, click Finish to close the wizard.

See Also
Visual Studio Integration

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Install the Trace Parser

The Trace Parser consolidates information from multiple sources, such as RPC and SQL, to provide an integrated view of the applications performance at run time.

Before you install the Trace Parser

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install the Trace Parser

Use this procedure to install the Trace Parser. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Trace Parser. When you select Trace Parser, .NET Business Connector is automatically selected. Click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Select a display language page, select the language in which you want to run Microsoft Dynamics AX for the first time. Note: .NET Business Connector is a kind of Microsoft Dynamics AX client. Therefore, if .NET Business Connector is the first client that you install on a computer, Setup requires that you set the display language. 9. On the Specify a location for configuration settings page, specify whether you want .NET Business Connector to access configuration information from the registry on the local computer or from a shared configuration file. If you want to use a shared configuration file, you must enter the network location of the file. Click Next.

4. 5. 6. 7.

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Microsoft Dynamics AX 10. On the Connect to an AOS instance page, enter the name of the computer that runs the instance of Application Object Server (AOS) that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered information about the AOS connection for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on the same computer reuse the existing AOS connection. 11. On the Specify Business Connector proxy account information page, enter the password for the proxy account that is used by .NET Business Connector. Click Next. 12. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 13. On the Ready to install page, click Install. 14. After the installation is completed, click Finish to close the wizard.

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Troubleshoot installation issues with the developer tools

This topic provides information that can help you troubleshoot issues that you may encounter when you install the developer tools for Microsoft Dynamics AX.

Trace Parser installation fails

If you install Trace Parser at the same time as other Microsoft Dynamics AX components, the Trace Parser installation may fail. In the Setup log, you see the following error: Component installation task stopped due to an error. To resolve this issue, uninstall and then reinstall the Trace Parser component.

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Install integration components

The topics in this section provide information about how to install the integration components for Microsoft Dynamics AX. Integration components enable Microsoft Dynamics AX to be integrated with external applications. The integration components include web services on Internet Information Services (IIS), .NET Business Connector, and the synchronization proxy and synchronization service for Microsoft Project Server. The following topics are included in this section: Install web services on IIS Install the .NET Business Connector Install the synchronization proxy for Microsoft Project Server Install the synchronization service for Microsoft Project Server

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Install web services on IIS

This topic describes installation of the Microsoft Dynamics AX web services on Internet Information Services (IIS). Note: Web services on IIS is an optional component. The Application Object Server (AOS) is the Windows Communication Foundation (WCF) service host for Microsoft Dynamics AX services. The AOS-hosted services are available to users and applications across an intranet. To consume services over the Internet, you must host services on Internet Information Services (IIS). Skip this procedure if you do not need to expose the Microsoft Dynamics AX services over the Internet.

Before you install web services on IIS

Verify that the following steps are completed before you install the Microsoft Dynamics AX web services on IIS: On the computer where you will install the web services, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Caution: Do not install web services on IIS on a server that is a network domain controller. Create a domain account will be used as the Business Connector proxy account. For more information, see Create service accounts. Make sure that you have the required permissions to install the web services. For more information, see Verify that you have the required permissions for installation.

Install and configure the Web Server (IIS) Role

Use the following steps to verify that the Web Server role is configured properly: 1. When you ran the prerequisite validation utility in the preceding section, it configured the Web Server role. However, the prerequisite validation utility does not install the ASP.NET role service. Use the following steps to install the ASP.NET role service. For more information about role services, see Available Role Services by Category. Start Server Manager. Expand the Server Manager (computer_name) node. Right-click Web Server (IIS), and then click Add Role Services. On the Select Role Services dialog, expand the Web Server (Installed) > Application Development (Installed) node, and then select ASP.NET. Click Next and step through the wizard pages. Restart the server.

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Microsoft Dynamics AX 2. Create a website that Setup will use to install the Microsoft Dynamics AX web services. You can create a new website or use an existing one, such as Default Web Site on IIS. See the IIS documentation for instructions about how to create a new website. Tip: For ease of administration, we recommend that you create a new website before installing Microsoft Dynamics AX web services.

Install web services on IIS

Use this procedure to install the Microsoft Dynamics AX web services on IIS. If you are installing other Microsoft Dynamics AX components at the same time, the installation pages vary based on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the initial wizard pages. If the setup support files have not yet been installed, the Select a file location page is displayed. The setup support files are required for installation. Provide a file location or accept the default location and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Web services on IIS, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing on a 64-bit operating system, the Select a file location page is displayed. Select the location where 32-bit versions of Microsoft Dynamics AX files should be installed and then click Next. On the Connect to an AOS instance page, enter the name of the computer that is running the AOS instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the Web Services Description Language (WSDL) port for services. Click Next. Note: If you entered AOS connection information for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on this computer reuse the existing AOS connection. 9. On the Specify Business Connector proxy account information page, enter the password for the proxy account used by the .NET Business Connector. Click Next.

4. 5. 6. 7.

8.

10. On the Configure IIS for Web services page, accept default values or provide information for the website, application pool, and virtual directory. Setup will create a virtual directory and an application pool for the Microsoft Dynamics AX web services under the selected website. The application pool will run as the .NET Business Connector proxy user that you entered in the previous step. Important: You must restart IIS after Setup installs the web services. Select Restart IIS after installation is complete to automatically restart IIS. Click Next to continue. 100 Microsoft Dynamics AX 2012 Installation Guide

Microsoft Dynamics AX 11. On the Specify an AOS account page, provide the service accounts for the AOS instances that you will use with web services on IIS. For more information about AOS accounts, see, Create service accounts. Click Next to continue. 12. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 13. On the Ready to install page, click Install. 14. After the installation is complete, click Finish to close the wizard.

After you install web services on IIS

This section provides instructions for how to configure and test web services on IIS.

Configure IIS
For IIS 7.0, use the following steps to configure the application pool that is associated with Microsoft Dynamics AX web services. This step is required to set the correct version of the .NET Framework. 1. 2. 3. 4. In Server Manager, Expand the Server Manager > Roles > Web Server (IIS) node and then click Internet Information Services (IIS) Manager. In the Connections pane, expand the node for your server name and then click Application Pools. In the Application Pools pane, right-click the application pool that is associated with the Microsoft Dynamics AX web services and click Basic Settings. In the Edit Application Pool dialog box, select .NET Framework 4.0 or a later version, such as V4.0.30319. Select Integrated from the Managed pipeline mode list. Notice that the Start application pool immediately option is selected. Click OK to return to Server Manager. Restart the server. Browse to the Microsoft Dynamics AX web services and confirm that the web server returns the WSDL page. Use the following example to create the URL to browse to the web service:
http://host_name:port_number/MicrosoftDynamicsAXAif60/xppservice.svc?wsdl

5. 6.

Microsoft Dynamics AX uses port 8101 by default. 7. Restart IIS after you have completed configuration.

Verify the website registration in Microsoft Dynamics AX

Use the following steps to register the website in Microsoft Dynamics AX. 1. 2. Click System administration > Setup > Services and Application Integration Framework > Web sites. On the Web sites form, verify that the website was created and has appropriate values for the Name, Virtual directory share path, Description, and URL fields. The default name is computernameDefault Web Site-MicrosoftDynamicsAXAif60. The default URL is http://computername:8101/MicrosoftDynamicsAXAif60. The default share path for the virtual directory is \\computername\MicrosoftDynamicsAXAif60.

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Microsoft Dynamics AX 3. Click Validate. Verify that the Infolog dialog confirms: The website is configured properly. You can access the computer and the website.

For information about how to add or configure websites, see Add or configure websites. Note: When you install web services on IIS, a record for the new website is added to AifWebsites table. If you uninstall web services on IIS, this record is not deleted from the table. This record may cause a warning to be displayed if you reinstall web services on IIS. You can manually delete the record from the AifWebsites table or simply ignore the warning.

Create an enhanced integration port

For information about managing integration ports, see Services and AIF operations.

See Also
Walkthrough: Exchanging documents by using the HTTP adapter

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Install the .NET Business Connector

The .NET Business Connector for Microsoft Dynamics AX enables applications to interact with instances of Application Object Server (AOS). .NET Business Connector provides a set of managed classes that make it easier for applications to access X++ functionality. The .NET Business Connector is installed automatically for Microsoft Dynamics AX components that require it. The .NET Business Connector can also be installed as a stand-alone component and used to develop third-party applications that can be integrated with Microsoft Dynamics AX. You must install .NET Business Connector on each computer where the integrated application is installed. The application then communicates with AOS through the instance of .NET Business Connector on the local computer. Some components require that .NET Business Connector be configured to connect to Microsoft Dynamics AX by using a proxy account. When a proxy account is used, .NET Business Connector can connect to an AOS instance on behalf of Microsoft Dynamics AX users. For more information, see Specify the .NET Business Connector proxy account. When you install .NET Business Connector, the Microsoft Dynamics AX Configuration utility is also installed. Note: Windows Communication Foundation (WCF) services are the preferred method for integration with Microsoft Dynamics AX. The .NET Business Connector installation is provided for backward compatibility.

Before you install .NET Business Connector

Complete the following tasks before you install .NET Business Connector. On the computer where you plan to install .NET Business Connector, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Install the Microsoft Dynamics AX databases and AOS in the environment. Alternatively, you can install these components when you install .NET Business Connector.

Install .NET Business Connector

Use this procedure to install .NET Business Connector. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. 103

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Microsoft Dynamics AX 4. 5. 6. 7. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select .NET Business Connector, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Select a display language page, select the language in which you want to run Microsoft Dynamics AX for the first time. Note: .NET Business Connector is a kind of Microsoft Dynamics AX client. Therefore, if .NET Business Connector is the first client that you install on a computer, Setup requires that you set the display language. 9. On the Specify a location for configuration settings page, specify whether you want .NET Business Connector to access configuration information from the registry on the local computer or from a shared configuration file. If you want to use a shared configuration file, you must enter the network location of the file. Click Next.

8.

10. On the Connect to an AOS instance page, enter the name of the computer that runs the instance of Application Object Server (AOS) that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered information about the AOS connection for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on the same computer reuse the existing AOS connection. 11. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 12. On the Ready to install page, click Install. 13. After the installation is completed, click Finish to close the wizard.

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Install the synchronization proxy for Microsoft Project Server

The synchronization proxy for Microsoft Project helps support the synchronization of project data in Microsoft Dynamics AX with data in Microsoft Project Server. To use this functionality, you must install both the synchronization proxy and the synchronization service. You can install the synchronization service and the synchronization proxy at the same time. This topic explains only how to install the synchronization proxy. The synchronization proxy uses Message Queuing to connect to Project Server and Microsoft Dynamics AX. You must install the synchronization proxy on the same computer as Project Server.

Before you install the synchronization proxy

Complete the following tasks before you install the synchronization proxy: On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Verify that you have the permissions that are required to install the synchronization proxy. For more information, see Verify that you have the required permissions for installation.

Install the synchronization proxy

Use this procedure to install the synchronization proxy. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Synchronization proxy for Microsoft Project Server, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next.

4. 5. 6. 7.

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Microsoft Dynamics AX 8. On the Specify a location for configuration settings page, specify whether you want the synchronization proxy to access configuration information from the registry on the local computer or from a shared configuration file. If you want to use a shared configuration file, you must enter the network location of the file. Click Next. On the Connect to an AOS instance page, enter the name of the computer that runs the instance of Application Object Server (AOS) that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered information about the AOS connection for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on the same computer reuse the existing AOS connection. 10. On the Specify Business Connector proxy account information page, enter the password for the proxy account that is used by .NET Business Connector. Click Next. 11. On the Synchronization proxy/Message Queuing: Enter the service account information page, enter the domain user account for the synchronization service, and then click Next. 12. On the Connect to Microsoft Project Server page, enter the name of the Project Server and the name of the database that is used for Project Server reporting. In the Project web access URL box, enter the URL of the website that is used to access Project Server. Note: If the synchronization proxy must connect to multiple URLs for Project Server, use the first URL when you install the synchronization proxy. However, you must then uninstall and reinstall the synchronization proxy. When you reinstall the synchronization proxy, use a different URL. Uninstalling the proxy does not affect the proxys ability to synchronize with URLs that were specified during previous installations. Click Next. 13. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 14. On the Ready to install page, click Install. 15. After the installation is completed, click Finish to close the wizard.

9.

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Install the synchronization service for Microsoft Project Server

The Microsoft Project synchronization service synchronizes project data in Microsoft Dynamics AX with data in Microsoft Project Server. To use this functionality, you must install both the synchronization proxy and the synchronization service. You can install the synchronization service and the synchronization proxy at the same time. This topic explains only how to install the synchronization service. If Project Server uses a Microsoft Database Engine (MSDE) database or a Microsoft SQL Server Express Edition database, install the synchronization service on the computer that runs Project Server. When you install the synchronization service, Setup configures a message queue for the service. Setup also installs and starts the synchronization service.

Before you install the synchronization service

Complete the following tasks before you install the synchronization service: On the computer where you are installing this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Install the Microsoft Dynamics AX databases and Application Object Server (AOS) in the environment. Configure a domain account that the synchronization service can run as. For more information, see Create service accounts.

Install the synchronization service

Use the following procedure to install the synchronization service. If you install other Microsoft Dynamics AX components at the same time, the installation screens vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Synchronization service for Microsoft Project Server, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

4. 5. 6.

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Microsoft Dynamics AX 7. If you are installing the synchronization service on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want 32-bit versions of Microsoft Dynamics AX files to be installed, and then click Next. On the Specify a location for configuration settings page, specify whether you want the synchronization service to access configuration information from the registry on the local computer or from a shared configuration file. If you want to use a shared configuration file, you must enter the network location of the file. Click Next. On the Connect to an AOS instance page, enter the name of the computer that runs the AOS instance that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered AOS connection information for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on the same computer reuse the existing AOS connection. 10. On the Specify Business Connector proxy account information page, enter the password for the proxy account that is used by .NET Business Connector. Click Next. 11. On the Enter the password for the service account page, enter the account information for the synchronization service. Click Next. 12. On the Connect to a message queue page, specify whether you want to create a new message queue or connect to an existing message queue. If you want to create a new queue, Setup creates a private queue by default. Private queues can be accessed only from the local computer. Select Make this a public queue to allow other computers to access the queue. If you want to connect to an existing queue, enter the queue address.

8.

9.

Click Next. 13. On the Specify service accounts for synchronization message queues page, enter the service accounts that communicate through message queues. You must provide a domain account that is used by the Project Server eventing service, and the service account of at least one AOS instance. Otherwise, Setup cannot configure the correct permissions. Click Next. 14. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 15. On the Ready to install page, click Install. 16. After the installation is completed, click Finish to close the wizard.

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Install management utilities

Management utilities let you configure and manage Microsoft Dynamics AX components and artifacts. Use these utilities to deploy artifacts, such as reports and web controls, from the metadata store.

Before you install management utilities

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install management utilities

Use this procedure to install the Microsoft Dynamics AX management utilities. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Management utilities, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. If you are installing on a 64-bit operating system, the Select a file location page is displayed. Select the location where you want to install 32-bit versions of Microsoft Dynamics AX files, and then click Next. On the Specify client configuration options page, specify whether you want management utilities to access configuration information from the registry on the local computer or from a shared configuration file. If you want to use a shared configuration file, enter the network location of the file. Click Next.

4. 5. 6. 7.

8.

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Microsoft Dynamics AX 9. On the Connect to an AOS instance page, enter the name of the computer that runs the instance of Application Object Server (AOS) that you want to connect to. You can optionally specify the name of the AOS instance, the TCP/IP port number, and the WSDL port for services. Click Next. Note: If you entered information about the AOS connection for other Microsoft Dynamics AX components that are installed on this computer, this page is not displayed. Subsequent installations on the same computer reuse the existing AOS connection. 10. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. 11. On the Ready to install page, click Install. 12. After the installation is complete, click Finish to close the wizard.

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Install retail components

The topics in this section provide information about how to install the retail components for Microsoft Dynamics AX. Note: Retail components are available only with the Microsoft Dynamics AX 2012 Feature Pack release. Microsoft Dynamics AX for Retail provides mid-market and large retailers a complete solution for the head office and point of sale (POS). Microsoft Dynamics AX for Retail can help retailers increase financial returns, improve service, manage growth, and streamline efficiencies. Microsoft Dynamics AX for Retail consists of several components that are typically distributed across multiple computers and locations. Important: To use the retail components, you must select the Extensions model file when you install the Microsoft Dynamics AX database. For more information about how to install model files, see Install the Microsoft Dynamics AX databases. The following topics are included in this section: Install Retail Headquarters Install Retail POS (point of sale) Install Retail Store Connect Install the Retail Transaction Service Install the Retail Store Database Utility Install the Retail POS Plug-Ins

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Install Retail Headquarters

The Retail Headquarters component installs the Retail module for Microsoft Dynamics AX, which retailers can use to manage a chain of stores as one enterprise. The Retail module is used to control day-to-day operations and track sales information for every store in the chain. When you install Retail Headquarters, the Retail Scheduler is also installed. The Retail Scheduler coordinates communication between the head office and the stores. Note: Retail components are available only with the Microsoft Dynamics AX 2012 Feature Pack release. At the head office, install this component on the computer that runs Microsoft Dynamics AX Application Object Server (AOS) and on all Microsoft Dynamics AX client computers.

Before you install Retail Headquarters

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install Retail Headquarters

Use this procedure to install Retail Headquarters. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Modify Microsoft Dynamics AX installation page, click Add or modify components, and then click Next. On the Add or modify components page, select Retail Headquarters, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Ready to install page, click Install. After the installation is completed, click Finish to close the wizard.

4. 5. 6. 7. 8.

After you install Retail Headquarters

For information about how to configure Retail Headquarters, see the Retail Deployment Guide: Microsoft Dynamics AX 2012.

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Install Retail POS (point of sale)

Retail POS is a component that is required for the day-to-day operation of Microsoft Dynamics AX for Retail at a store. When you install the Retail POS component, the Retail Salt Utility is also installed. The Retail Salt Utility provides extra encryption for the passwords and credentials that are associated with the Microsoft Dynamics AX for Retail system. Note: Retail components are available only with the Microsoft Dynamics AX 2012 Feature Pack release. At the store, install this component on each register computer. If you use a stand-alone database server at the store, you must also install Retail POS on the database server, even if Retail POS will not be used on that computer. This step is required to set up the database. Additionally, install Retail POS on a communications server if that computer will also be used to process transactions.

Before you install Retail POS

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install Retail POS

Use this procedure to install Retail POS. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Retail POS, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Ready to install page, click Install. After the installation is completed, click Finish to close the wizard.

4. 5. 6. 7. 8.

After you install Retail POS

For information about how to configure Retail POS, see the Retail Deployment Guide: Microsoft Dynamics AX 2012.

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Install Retail Store Connect

Retail Store Connect is a service that shares data among retail components. These components include the head office, stores, and individual point of sale (POS) terminals. When you install Retail Store Connect, the Retail Salt Utility is also installed. The Retail Salt Utility provides extra encryption for the passwords and credentials that are associated with the Microsoft Dynamics AX for Retail system. Note: Retail components are available only with the Microsoft Dynamics AX 2012 Feature Pack release. Install an instance of Retail Store Connect on the communications server at the head office and another instance at each store. For load balancing in a large organization, you may want to install multiple instances of Retail Store Connect at each site, either on a single server or on multiple servers. For more information, see the Retail Deployment Guide: Microsoft Dynamics AX 2012.

Before you install Retail Store Connect

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install Retail Store Connect

Use this procedure to install Retail Store Connect. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Retail Store Connect, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Ready to install page, click Install. After the installation is completed, click Finish to close the wizard.

4. 5. 6. 7. 8.

After you install Retail Store Connect

For information about how to configure Retail Store Connect, see the Retail Deployment Guide: Microsoft Dynamics AX 2012.

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Install the Retail Transaction Service

Retail Transaction Service is an integrated service that provides real-time communication between the head office and individual point of sale (POS) terminals. When you install this component, the Retail Salt Utility is also installed. The Retail Salt Utility provides extra encryption for the passwords and credentials that are associated with the Microsoft Dynamics AX for Retail system. Note: Retail components are available only with the Microsoft Dynamics AX 2012 Feature Pack release. At the head office, install the Retail Transaction Service on the communications server.

Before you install Retail Transaction Service

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. You must install the .NET Business Connector on the computer where you plan to install Retail Transaction Service.

Install Retail Transaction Service

Use this procedure to install Retail Transaction Service. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Modify Microsoft Dynamics AX installation page, click Add or modify components, and then click Next. On the Add or modify components page, select Retail Transaction Service, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Ready to install page, click Install. After the installation is completed, click Finish to close the wizard.

4. 5. 6. 7. 8.

After you install Retail Transaction Service

For information about how to configure Retail Transaction Service, see the Retail Deployment Guide: Microsoft Dynamics AX 2012.

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Install the Retail Store Database Utility

The Retail Store Database Utility is used to create and configure an offline database, create and identify a store database, and to create a configuration file that is used to identify terminals. Note: Retail components are available only with the Microsoft Dynamics AX 2012 Feature Pack release. At the store, install the Retail Store Database Utility on computers where you must create a store database. A store database may be created either on a stand-alone database server or on a point-of-sale computer.

Before you install the Retail Store Database Utility

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install the Retail Store Database Utility

Use this procedure to install the Retail Store Database Utility. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Retail Store Database Utility, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Ready to install page, click Install. After the installation is completed, click Finish to close the wizard.

4. 5. 6. 7. 8.

After you install the Retail Store Database Utility

For information about how to create databases by using the Retail Store Database Utility, see the Retail Deployment Guide: Microsoft Dynamics AX 2012.

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Install Retail POS Plug-Ins

Retail POS Plug-Ins is a component that includes sample code for various interfaces in Microsoft Dynamics AX for Retail POS. Use Retail POS Plug-Ins to customize the point of sale (POS) system to meet your requirements. For information about how to customize the POS system, see the Microsoft Dynamics AX developer documentation on MSDN. Note: Retail components are available only with the Microsoft Dynamics AX 2012 Feature Pack release.

Before you install Retail POS Plug-Ins

On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements.

Install Retail POS Plug-Ins

Use this procedure to install Retail POS Plug-Ins. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Select installation type page, click Custom installation, and then click Next. On the Select components page, select Retail POS Plug-Ins, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Ready to install page, click Install. After the installation is completed, click Finish to close the wizard.

4. 5. 6. 7. 8.

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Install the RapidStart Connector

The Rapid Start Connector for Microsoft Dynamics AX enables RapidStart Services for Microsoft Dynamics ERP to communicate with an on-premise Microsoft Dynamics AX implementation. Note: The RapidStart Connector is available through the Microsoft Dynamics AX Setup wizard only with the Microsoft Dynamics AX 2012 Feature Pack release. RapidStart Services is an online service that provides a questionnaire-based framework to configure and set up Microsoft Dynamics ERP products. This service is extensible and customizable to fit the business processes that need to be configured. For more information about RapidStart Services, see http://www.dynamicsonline.com. Install the RapidStart Connector on the computer where the Application Object Server (AOS) is installed.

Before you install the RapidStart Connector

Register your organization for RapidStart Services. Contact your partner or register yourself through http://www.dynamicsonline.com. On the computer where you plan to install this component, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Create a domain account to use for the RapidStart Connector Windows service. For more information, see Create service accounts.

Install the RapidStart Connector

Use this procedure to install the RapidStart Connector. If you install other Microsoft Dynamics AX components at the same time, the installation pages vary, depending on the components that you are installing. 1. 2. 3. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next. On the Ready to install page, click Install. On the Modify Microsoft Dynamics AX installation page, click Add or modify components, and then click Next. On the Add or modify components page, select RapidStart Connector, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. Microsoft Dynamics AX 2012 Installation Guide

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Microsoft Dynamics AX 7. 8. 9. On the Microsoft Dynamics ERP RapidStart Connector page, enter the domain user account for the RapidStart Connector Windows service, and then click Next. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. On the Ready to install page, click Install.

10. After the installation is completed, click Finish to close the wizard.

After you install the RapidStart Connector

Additional configuration is required after you install the RapidStart Connector. For more information, see Configure Projects for Microsoft Dynamics AX ERP - RapidStart Services. For information about how to use RapidStart Services, see Help for Microsoft Dynamics ERP RapidStart Services users.

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Perform a single-computer installation of Microsoft Dynamics AX

You can set up Microsoft Dynamics AX on a single computer to create a development, test, pilot, or trial environment. When you select a single-computer installation, the complete Microsoft Dynamics AX system is automatically installed and configured on the local computer. The topics in this section provide information about how to install Microsoft Dynamics AX on a single computer. The following topics are included: Perform a single-computer installation Considerations for installing multiple instances on a computer

Perform a single-computer installation

Use the information in this topic to perform a single-computer installation of Microsoft Dynamics AX. Use this type of installation to install a complete Microsoft Dynamics AX system on a single computer for development, demonstration, or testing. For more information about the components that are included in a single-computer installation, see Installation types. Setup uses default settings to configure all components. User names and passwords are the only input that is required. For more information about individual components, see the corresponding topics in this guide. Important: We do not recommend that you perform a single-computer installation in a production environment. Use this type of installation only for development and testing.

Before you perform a single-computer installation

Prerequisites for all components that are included in the single-server installation must be installed before you can use this type of installation. On the computer where you plan to perform the installation, run the prerequisite validation utility to verify that system requirements have been met. For information about how to run the prerequisite validation utility, see Check prerequisites. For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements. Note: Reports and online analytical processing (OLAP) cubes may display errors if the computer is not connected to a domain.

Perform a single-computer installation

1. 2. 120 Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components. Advance through the first wizard pages. Microsoft Dynamics AX 2012 Installation Guide

Microsoft Dynamics AX 3. 4. 5. On the Select installation type page, click Single-computer installation, and then click Next. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next. On the Specify an AOS account page, select whether you want to use the Network Service account of the local computer or a domain account to run the Application Object Server (AOS) service. Click Next. On the Specify Business Connector proxy account information page, enter the name and password for the proxy account that is used for .NET Business Connector. Click Next. On the Prerequisite validation results page, resolve any errors. When no errors remain, click Next. On the Ready to install page, click Install. After the installation is completed, click Finish to close the wizard.

6. 7. 8. 9.

Considerations for installing multiple instances on a computer

In a single environment, you can install multiple instances of Application Object Server (AOS) and the Microsoft Dynamics AX database. You can install multiple instances of Microsoft Dynamics AX components on separate computers or on the same computer. AOS instances and databases cannot be shared among instances of Microsoft Dynamics AX. Multiple Microsoft Dynamics AX instances are primarily used in development environments that support multiple customers. Caution: We do not recommend or support the installation of multiple versions of Microsoft Dynamics AX components on the same computer in a production environment. The following table lists the considerations when you install a second instance of a component.
Component AOS Considerations Each AOS instance is automatically assigned a number between 01 and 99. This number is displayed in the Programs and Features item in Control Panel. We recommend that you create a group in Active Directory Domain Services to manage permissions for the AOS accounts. For more information, see Install an Application Object Server (AOS) instance. Database During initialization, you can import existing data into the database.

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Component Components that require .NET Business Connector

Considerations You can install only one instance of .NET Business Connector on a computer. In an environment that has multiple AOS instances, use the Microsoft Dynamics AX Configuration utility to make sure that the instance of .NET Business Connector on the local computer connects to the correct AOS instance for the component that you are installing. In the utility, in the Configuration Target list, select Business Connector (non-interactive use only). On the Connection tab, verify that the correct AOS instance is displayed. For more information about how to use the Microsoft Dynamics AX Configuration utility, click the Help button in the utility.

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Install Microsoft Dynamics AX in silent mode

When you run the Setup wizard, Setup runs in interactive mode. In other words, a graphical user interface (GUI) prompts you for the required information. Alternatively, you can run Setup in silent mode. When Setup runs in silent mode, no GUI is displayed. Instead, you supply the required information at the command prompt or in a parameter file. You can install any Microsoft Dynamics AX component in silent mode. Use the following topics to run Setup in silent mode.
Topic Run Setup in silent mode Description Provides the procedures to run the Setup wizard without the graphical user interface. Setup parameters Lists the parameters that can be used for silent installation. This topic is available on TechNet.

Run Setup in silent mode

When you run the Setup wizard, Setup is running in interactive mode. In other words, a graphical user interface (GUI) prompts you for the required information. Alternatively, you can run Setup in silent mode. When Setup runs in silent mode, no GUI is displayed. Instead, you supply the required information at the command prompt or in a parameter file. You can install any Microsoft Dynamics AX component in silent mode. Note: A silent installation is especially useful when you deploy multiple clients at the same time. For more information, see Mass deployment of clients.

Determine which parameters to use

The same parameters are available whether you enter them at the command prompt or create a parameter file. To determine which Microsoft Dynamics AX Setup parameters you want to use, we recommend that you review the example parameter file that is included on the Microsoft Dynamics AX DVD. The file is located at <Path to DVD or shared directory>\Support\ExampleParmFile.txt. For more information about individual parameters, see the Setup parameters reference on TechNet. Microsoft Dynamics AX Setup can configure some required prerequisites, such as operating system features and roles and redistributable components that are on the Microsoft Dynamics AX installation media. If you want Setup to automatically configure these prerequisites, include the parameter ConfigurePrerequisites=1. You can install other prerequisites silently by running the individual programs from the command line. To determine the command-line parameters that you want to use, we recommend that you run the standMicrosoft Dynamics AX 2012 Installation Guide 123

Microsoft Dynamics AX alone prerequisite validation utility on a representative client. When you use the utility to configure prerequisites, the log file indicates the commands that were used. By default, the log file is located at <Drive>\Users\<UserName>\AppData\Local\Microsoft Dynamics AX 6\Prerequisite Utility Logs\Date Time\Log.txt.

Specify installation parameters at the command prompt

Use the following procedure to run the installation by entering parameters at the command prompt. 1. 2. Open a Command Prompt window. At the command prompt, type the following command: <Path to DVD or shared directory>\Setup.exe parameter1="value" parameter2="value" When you use multiple parameters, insert a single space between parameters. Warning: If you enter duplicate parameters, Setup fails silently. 3. After you have listed all parameters, press ENTER.

Specify installation parameters by using a parameter file

Use the following procedure to run the installation by specifying a parameter file at the command prompt. 1. Create a text file that lists the appropriate installation parameters and their values. In the parameter file, the Name=Value combination for each parameter must be on a separate line. Warning: If you enter duplicate parameters, Setup fails silently. Do not include double quotation marks in parameter files. Because the carriage return is used as a delimiter in a parameter file, values that usually require double quotation marks do not require them here. To prevent a line in a parameter file from being read, type a number sign (#) before the line. The line is now treated as a comment instead of a command or parameter. 2. 3. Open a Command Prompt window. At the command prompt, type the following command: <Path to DVD or shared directory>\Setup.exe ParmFile=<path of file\FileName.txt> The path can be fully qualified or relative to the location of the Setup.exe file. Relative paths can include upward qualifiers such as "..\..\". 4. Press ENTER.

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Firewall settings for Microsoft Dynamics AX components

If you use Windows Firewall to help protect your computers, Microsoft Dynamics AX components require the settings in the following table. For more information about Windows Firewall, see the Windows documentation.
Component Setup Computer Any Firewall setting Allow outbound HTTP connections. Notes To access the documentation that is available from the Setup wizard, you must be able to connect to the Internet from the computer where you are running Setup. Databases Database server Exclude the port that is used by Microsoft SQL Server. By default, SQL Server uses port 1433. Application Object Server (AOS) AOS server Exclude the TCP/IP port that is used by the AOS instance. By default, AOS uses port 2712. Setup automatically creates the inbound rule "Dynamics AX 6.0 MicrosoftDynamicsAX (RPC)" for the TCP/IP port. Exclude the services WSDL port that is used by the AOS instance. By default, AOS uses port 8101. Setup automatically creates the inbound rule "Dynamics AX 6.0 MicrosoftDynamicsAX (WSDL)" for the WSDL port. Exclude the services endpoint port that is used by the AOS instance. By default, AOS uses port 8201. Setup automatically creates the inbound rule "Dynamics AX 6.0 MicrosoftDynamicsAX (NetTCP)" for the services endpoint port. Client Client workstation Exclude Ax32.exe. The client uses a TCP port to connect to the AOS instance. Windows Firewall must be enabled on the computer. Each AOS instance must use a different port number. Note: By default, every time that you install an additional AOS instance on a computer, the TCP/IP port number and the services endpoint port numbers are incremented by 1. For example, by default, the second AOS instance on a computer is assigned to TCP/IP port 2713. For more information, see the SQL Server documentation.

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Component Microsoft SQL Server Reporting Services extensions

Computer Report server

Firewall setting Exclude the port that is used by Reporting Services virtual directories, if Reporting Services uses a port other than port 80.

Notes

Microsoft SQL Server Analysis Services integration

Analysis server

Exclude the port that is used by Analysis Services. By default, Analysis Services uses port 2383.

For more information about how to configure access to Analysis Services through Windows Firewall, see the SQL Server documentation on MSDN. The debugger uses a dynamically allocated TCP port.

If you are using SQL Server Browser, you must also exclude port 2382.

Debugger

Developer workstation

Exclude AxDebug.exe and its target programs, such as Ax32.exe and AxServ32.exe.

Enterprise Portal for Microsoft Dynamics AX

Web server

Enable the Web Server (HTTP). Exclude the port that is used by the Enterprise Portal website, if the site uses a port other than port 80.

If you do not enable the Web Server in Windows Firewall, you can view the site only from the local server.

Help Server

Web server

Exclude the port that is used by the Help Server website, if the site uses a port other than port 80.

Enterprise Search

Web server

Exclude the port that is used by the Search website, if the site uses a port other than port 80.

Web services

Web server

Exclude the port that is used by the services website, if the site uses a port other than port 80.

External programs use this port to consume the Microsoft Dynamics AX web services that are based on Internet Information Services (IIS).

Management utilities

Remotely managed computer

Enable Remote Administration.

You must enable Remote Administration on computers that are administered remotely by using Windows PowerShell. For example, enable Remote Administration on a computer if you deploy reports to that computer from another computer where Windows PowerShell is installed.

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Troubleshoot the installation

This section provides general information about how to troubleshoot an installation of Microsoft Dynamics AX. The following topics are included: Troubleshoot general installation issues Troubleshoot prerequisite issues

Additionally, the following topics can help you find solutions for issues that may occur when you install individual Microsoft Dynamics AX components: Troubleshoot installation issues with AOS Troubleshoot installation issues with client components Troubleshoot installation issues with the developer tools

Troubleshoot general installation issues

This topic provides information that can help you troubleshoot issues that you may encounter when you run the Setup wizard for Microsoft Dynamics AX.

The Setup wizard does not start automatically

If the Setup wizard does not start automatically when you put the DVD in the drive, double-click the setup.exe file in the root directory of the DVD.

Setup fails
If Setup fails, view the setup log that is created every time that Microsoft Dynamics AX is installed. 1. 2. Open the setup log file. By default, the path of this file is \%AllUsersProfile%\Microsoft\Dynamics AX\Dynamics AX Setup Logs\Date Time\DynamicsSetupLog.txt. Find the error message that was generated by the failure. For detailed information, review the information immediately after the error message in the log.

Exception: System.Runtime.InteropServices.COMException
During installation, Setup verifies the operating system version of the computer. If Setup is unable to verify the operating system version, Setup can fail. When this issue occurs, the log file displays the message Setup encountered an unhandled exception and could not be completed and the message Exception: System.Runtime.InteropServices.COMException. To work around this issue, restart the computer and run Setup again.

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Exception from HRESULT: 0x8024402C

During installation, Setup tries to connect to the Microsoft Update website to install updates. Error code 0x8024402C indicates that the connection to the Windows Update servers failed. This error may occur if proxy or firewall settings are configured incorrectly. For more information, see Microsoft Knowledge Base article number 900936.

Buttons are not visible on Setup pages

If Windows runs with certain DPI and resolution settings, Setup pages are not displayed correctly, and you cannot continue. The following table shows the supported and unsupported DPI and resolution settings for Windows 7 and Windows Server 2008 R2.
DPI 100 125 150 100 Resolution 800 x 600 800 x 600 800 x 600 1024 x 768 Supported/Not supported Not supported Not supported Not supported Supported Note: This resolution is not supported on Chinese operating systems. 125 150 100 125 150 100 125 150 1024 x 768 1024 x 768 1280 x 1024 1280 x 1024 1280 x 1024 1600 x 1200 1600 x 1200 1600 x 1200 Not supported Not supported Supported Supported Not supported Supported Supported Supported

The following table shows the supported and unsupported DPI and resolution settings for Windows Vista and Windows Server 2008.
DPI 96 120 Resolution 800 x 600 800 x 600 Supported/Not supported Not supported Not supported

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DPI 96

Resolution 1024 x 768

Supported/Not supported Supported Note: This resolution is not supported on Chinese operating systems.

120

1024 x 768

Supported Note: This resolution is not supported on Chinese operating systems.

96 120 96 120 96 120

1152 x 864 1152 x 864 1280 x 1024 1280 x 1024 1600 x 1200 1600 x 1200

Supported Supported Supported Supported Supported Supported

You must set a value for the parameter ClientAosServer

When you install Microsoft Dynamics AX silently by using a parameter file, you may incorrectly receive the following error message in the setup log file: Setup cannot continue. You must set a value for the parameter ClientAosServer. Verify that the parameter file contains the required value. If Setup continues, and you do not receive any other errors, you can ignore this message.

Label IDs are displayed instead of label text

If label IDs are displayed instead of label text the first time that you start the client, this means that the labels for the selected language are not available. Use one of the following resolutions: You may have selected a language that has not yet been released for Microsoft Dynamics AX. To resolve this issue, select a supported language. You may have selected a supported language that has not been installed. To install supported languages other than U.S. English, you must install the Foundation Labels model. For information about which languages are available, and about how to install an additional model, see Install the Microsoft Dynamics AX databases.

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Troubleshoot prerequisite issues

This topic provides information that can help you troubleshoot issues that you may encounter when you run the prerequisite validation utility. Important: Before you use the information in this topic, try to resolve prerequisite issues by using the instructions that are provided in the prerequisite validation utility.

Required restart after you install the Microsoft .NET Framework version 4.0
Most of the time, a pending restart of the computer is not considered a mandatory prerequisite. However, if you just installed the Microsoft .NET Framework version 4.0, the installation of some components may fail if you do not restart the computer. To avoid issues, we recommend that you restart the computer after you install the .NET Framework version 4.0.

Prerequisite check failure for the Microsoft SQL Server Reporting Services service
If you are running the stand-alone prerequisite validation utility, you cannot select the instance of Microsoft SQL Server Reporting Services that is validated for the Reporting Services extensions. By default, the utility validates the first instance that matches the supported version. If multiple instances of Reporting Services are installed, and the instance that the utility validates is not running, the prerequisite check fails. When you run the Setup wizard, you can select a specific instance. In this case, the prerequisite check passes.

Prerequisite check failure for Microsoft Visual Studio 2010 Tools for the Microsoft Office system
The following prerequisites may conflict with each other: Required updates for Microsoft Visual Studio 2010 Visual Studio 2010 Tools for the Microsoft Office system

If you must install both prerequisites on the same computer, we recommend that you install the required updates for Visual Studio first. If you install the Visual Studio updates later, an older version of Visual Studio 2010 Tools for Microsoft Office is installed, and the Office Add-ins for Microsoft Dynamics AX may not work correctly.

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Prerequisite check warning for the startup type of the SQL Server Fulltext Filter Daemon Launcher service
If multiple instances of SQL Server are installed, the prerequisite check for the startup type of the SQL Server Full-text Daemon Launcher service may generate a warning, even if the startup type is set correctly. This warning is generated because Setup verifies the prerequisite for the default instance of SQL Server instead of the instance that you selected. There is a workaround for this issue. For the instance of SQL Server where you are installing Microsoft Dynamics AX components, make sure that the startup type for the SQL Server Full-text Daemon Launcher service is set to Automatic. If the startup type is set correctly, you can ignore the prerequisite warning and continue with the installation.

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