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Solutions DevelopmentManagementMatrix Business Solutions - MBS
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Microsoft DynamicsAX 2012
Technology
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icensing An! "ho use AX
Microsoft Dynamics AX layers system
Microsoft Dynamics AX Architecture
Application #ntegration $rame%or&
#nsi!e AX2012
Agen!a
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BAS#' #'()S#)* +(,#+(M()TS
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User Type Overview
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Unrestrictive access to setup, administer all parameters and functional processes across theenterprise. Key oles whose wor! impacts multiple users" activities or tas!s such as#ud$etin$, forecastin$, plannin$ or schedulin$
%ana$e complete cross or$ani&ational activities and #usiness includin$' (e$al, )inancial,*ayroll, +ompensation -enets and /T
0ettin$ up and enin$ Or$ani&ations, -usiness Unit, departments, divisions, *ositions, andemployee o#s
ccess to all %anufacturin$ oles and functions ecludin$ 0hop )loor +ontrol and uality%ana$ement
%ana$in$ cross or$ani&ational processes pprovin$ professional user processes
ny system administrator
6 system developer ny pro7ect mana$er that mana$es cross or$ani&ational pro7ects )inancial controller ccounts receiver cler!8mana$er (e$al team 9uman resource mana$er and payroll administrator
User i$hts
:amples'
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;
%ana$e a set of activities in the process to create, fa#ricate, sell, deliver, or support theproduct or the service sold #y their company
%ana$e a shop
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Users access the system to' :nter #illa#le time @*ro7ect ctivities, *roduction card, etc.A -illa#le epenses @pro7ect and other typesA *erformance mana$ement and $oal settin$, annual reviews, etc.
User i$hts
amples'%achine operator)ield technician+onsultant*ro7ect team mem#ers0ervice team mem#ers:mployees who mana$e their own performance and $oals
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:mployee 0elf 0erve iscrete 0cenarios @*ayroll +loc! /n8Out, :pense eport, *ersonal ata,Time ttendance, *ersonal 0ervice e>uisitions
User i$hts
mples'$ :* to perform their 7o# li!e la#orers @e.$. cloc!Ein8cloc!Eout, creatin$ travel re>uests, viewin$ re>ues
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evice +( Overview
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#'()S#)* ADD#T#.)A S.$T"A+(
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%icrosoft ynamics 6 layers system
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(ayer escription
S+ The user layer is for user mo!i/cations such as reports
'S The customer layer is for mo!i/cations that are speci/c to a company
A+ alue A!!e! +esellers 3A+4 can ma&e mo!i/cations or ne% !evelopments to the A+ layer as speci/e!
5y the customers or as a strategy of creating an in!ustry speci/c solution
#S "hen an #n!epen!ent Soft%are en!or 3#S4 creates their o%n solution their mo!i/cations are save! in
the #S layer
S) The solution layer is use! 5y !istri5utors to implement vertical partner solutions
$67 The $67 layer is an application o58ect patch layer reserve! 5y Microsoft for future patching or other
up!ates $or more information see 6atch ayers
*S "hen the application is mo!i/e! to match country or region speci/c legal !eman!s these mo!i/cations
are save! in the *S layer
S:S The stan!ar! application is implemente! at the lo%est level the S:S layer The application o58ects in the
stan!ar! application can never 5e !elete!
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#n Microsoft Dynamics AX a layer system is use! to manage elements The S+ layer isthe top layer an! the S:S layer is the 5ottom layer an! each layer has a correspon!ingpatch layer a5ove it
The follo%ing ta5le !escri5es the application o58ect layers in Microsoft Dynamics AX;
(ach layer has a correspon!ing patch layer that can 5e use! to incorporate up!ates to your application or tostore con
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ThreeETierrchitecture
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%icrosoft ynamics 6 rchitecture
#n Microsoft Dynamics AXthere is a =-tierinfrastructure %ith a!ata5ase server anapplication o58ect server
3A.S4 an! a client The!ata5ase server containsthe ta5le !ata The A.S isuse! to executeapplication o58ects suchas >ueries an! classesApplication o58ects in the
user interface such asforms an! reports run onthe client computer Thistopic !escri5es ho% to!evelop an applicationusing the !i?erent tiersan! ho% recor! 5u?ersare relate! to the tiers
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:6T:H:+9/T:+TU:
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Separating Application Objects into Tiers
"hen you separate the application !ata from the application o58ects it is easier to !istri5ute upgra!e versions of your
application This is 5ecause you can !istri5ute forms >ueries classes an! reports that are 5ase! on the same set ofun!erlying ta5les %ithout a?ecting application !ata #n a!!ition separating !ata from other application o58ects can re!ucenet%or& loa!
:ou can use the A.S for sharing o58ects an! information as an e?ective tool to increase performance Microsoft Dynamics AXan! S, server !ata5ases can 5e use! together to provi!e po%erful programming languages to vali!ate !ata an! enforce5usiness rules $or more information see Best 6ractices; Application .58ect Server 3A.S4an!@o% to; .ptimie an Application for the A.S
Multiple AOS Computers
"hen you start the program AX=2exe !evelopment the MorphX !evelopment %or&space %in!o% opens A session iscreate! to connect this client program to an A.S This connection uses the stan!ar! +emote 6roce!ure 'all 3+6'4 protocolThis session is &ept open an! is use! each time you open another Application .58ect Tree 3A.T4
More sessions are nee!e! as more client programs connect to the A.S tier (very session a!!s to the %or&loa! on the A.Stier The %or&loa! on the A.S tier can 5e share! among multiple instances of the A.S These A.S instances can 5e!istri5ute! among one or more computers The system controls %hich A.S each ne% client session connects to The system5alances the %or&loa! among A.S instances to improve performance
Session Pool for Services
Another session is nee!e! %hen the client issues a service call Services are stateless %hich means the session is no longernee!e! after the service call returns to the caller After the call returns the system assigns the session 5ac& to a sessionpool $uture service calls that are receive! 5y the A.S can reuse a session from the pool Di?erent sessions might 5eassigne! to several service calls ma!e 5y one client The reuse of sessions improves performance 5y avoi!ing the overhea!of creating a ne% session for each service call
$or more information see ocating the "SD for Services
ecord !u"ers
+ecor! 5u?ers are automatically replicate! 5et%een the application o58ect server an! the client as nee!e! As 5u?ers arereplicate! calls 5et%een the application o58ect server an! the client increase $or example consi!er the follo%ing scenario
A recor! is selecte! on the A.S
A ta5le instance metho! that has 5een set to 'lient is calle!
The 5u?er is replicate! an! sent to the client
The client rea!s an! then mo!i/es the 5u?er
The 5u?er is replicate! an! sent to the server
The 5u?er is replicate! only if nee!e! as in the prece!ing example #f the value of the 5u?er %as unchange! the 5u?er%oul! not 5e replicate! on the A.S
Avoi! calling client 5ase! o58ects from the server as this %ill !ecrease application performance This is 5ecause %hen< >
an application o58ect server 3A.S4
.vervie%
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http://msdn.microsoft.com/en-us/library/cc576577.aspxhttp://msdn.microsoft.com/en-us/library/aa598289.aspxhttp://msdn.microsoft.com/en-us/library/aa598289.aspxhttp://msdn.microsoft.com/en-us/library/gg843514.aspxhttp://msdn.microsoft.com/en-us/library/gg843514.aspxhttp://msdn.microsoft.com/en-us/library/aa598289.aspxhttp://msdn.microsoft.com/en-us/library/cc576577.aspx7/25/2019 Microsoft Dynamics AX 2012 Technology
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pplication /nte$ration )ramewor!
1;
/) provides an etensi#leframewor! that ena#les you toepose %icrosoft ynamics 6#usiness lo$ic and to echan$e datawith other applications. /n /), datais echan$ed with eternal systems
throu$h services. This modelprovides the a#ility to epose any6II class as a service. servicecan #e called from 6II or from aneternal system. s part of thispro$rammin$ model, a set ofservices is included with %icrosoft
ynamics 6 that is #ased ondocuments such as sales orders orpurchase orders./) ena#les the inte$ration of%icrosoft ynamics 6 throu$hBe# services, %icrosoft %essa$eueuin$ @%0%A, and the lesystem @usin$ a directoryA. The
followin$ dia$ram provides anoverview of the /) architecture.
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A66#'AT#.) .BC('T T+(( 3A.T4
1C
#n Microsoft Dynamics AX theApplication .58ect Tree 3A.T4 containsall of the !e/nitions of elements that areuse! to 5uil! Microsoft Dynamics AXsuch as classes ta5les forms an! so
on This topic provi!es an overvie% ofthe A.T an! !e/nes the top-level no!es
To create a ne% element in the A.Tright-clic& the relevant no!e an! thenclic& Hew #n a!!ition !rag-an!-!ropoperations are availa5le for many
elementsAll elements un!er the top-level no!eshave;
#nsi!e AX2012
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'ontains the !ata types an! ta5les that ma&e up the !ata5ase Also contains o58ects to
control access to the !ata #t contains the follo%ing su5 no!es;
Tables; Ta5les that contain the Microsoft Dynamics AX !ata
Maps#(na5les you to create associations 5et%een closely relate! 35ut non-i!entical4ta5le /el!s an! metho!s
$ie%s#(na5les you to 8oin !ata from !i?erent ta5les an! then to select %hich /el!syou %ant to !isplay
E&tended 'ata Types# Data types that exten! one of the primitive !ata types oranother exten!e! !ata type
!ase Enums#(numera5le types that contain a list of literals
(icense Codes# Determines %hich components of Microsoft Dynamics AX functionalityare availa5le to a company
Con)guration *eys# Allo%s a!ministrators to ena5le or !isa5le features in theapplication for all users
Security *eys# Security &eys are o5solete in Microsoft Dynamics AX 2012 an! onlyexist to use for reference !uring a co!e upgra!e There is a ne% security frame%or&%hich is calle! role-5ase! security $or more information on the ne% security frame%or&see "hats )e%; Security for Developers in Microsoft Dynamics AX 2012 an! +ole-5ase!Security in the A.T for Developers
Table Collections# 'ollections of ta5les that contain !ata that is often share! 5et%eencompanies
Perspectives# 'ollections of ta5les that %ere use! to organie information for report
mo!els
ata ictionary
1D
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'ontains the source co!e for the macros use! 5y the stan!ar! application #n a!!ition to
vie%ing the existing co!e you can a!! your o%n macros
%acros
1F
+lasses'ontains the source co!e for the application 3XEE4 classes
:ou can also use system classes 3also &no%n as &ernel classes4 They are liste! inthe System DocumentationF'lasses no!e
Dialog 5oxes in the user interface that are use! to access the !ata5ase)orms
'ontains controls you can use to retrieve an! sho% a collection of !ata $or moreinformation see 6arts
*arts
*rovides a $eneric data access layer that allows for eternal presentation layersto #ind to %icrosoft ynamics 6 ta#les and data types. )or more information,see ata 0ets for :nterprise *ortal.
ata 0ets
http://msdn.microsoft.com/en-us/library/gg844683.aspxhttp://msdn.microsoft.com/en-us/library/cc653218.aspxhttp://msdn.microsoft.com/en-us/library/cc653218.aspxhttp://msdn.microsoft.com/en-us/library/gg844683.aspx7/25/2019 Microsoft Dynamics AX 2012 Technology
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'ontains S, Server +eporting Services reports that are inclu!e! %ith Microsoft Dynamics
AX
000 eports
2G
eports(na5les users to print or !isplay summary information from the !ata5ase
'ontains pro8ects create! in isual Stu!io an! a!!e! to Microsoft Dynamics AX 5y usingApplication (xplorer 6ro8ect types that can 5e a!!e! to this no!e inclu!e Dynamics AXMo!el 6ro8ects ' Sharp 6ro8ects isual Basic 6ro8ects "e5 Application 6ro8ects an!Analysis Services 6ro8ects $or more information see isual Stu!io #ntegrationan!@o% to; A!! a isual Stu!io 6ro8ect to the A.T
?isual 0tudio *ro7ects
se! to store Microsoft Dynamics AX 200G S, Server +eporting Services report li5rariesthat are 5eing upgra!e! for the Microsoft Dynamics AX 2012 A.T environment
eport (i#raries
se! as the source of recor!s for forms an! reportsueries
Typically hol!s small XEE programs that are use! to test ne% co!e
o#s
http://msdn.microsoft.com/en-us/library/gg889299.aspxhttp://msdn.microsoft.com/en-us/library/gg889249.aspxhttp://msdn.microsoft.com/en-us/library/gg889249.aspxhttp://msdn.microsoft.com/en-us/library/gg889299.aspx7/25/2019 Microsoft Dynamics AX 2012 Technology
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'ontains the menus you %ant the en! user to see
%enus
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%enu /tems'ontains a complete list of the items that can 5e presente! in a menu Menu items act as ahigher layer of a5straction for forms reports an! so on
'ontains o58ects relate! to "e5 !evelopment
Be#
'ontains services that are expose! 5y Microsoft Dynamics AX
0ervices
'ontains collections of services that are fre>uently consume! an! manage! together All theservices in a service group are pu5lishe! in a single "SD /le
0ervice roups
'ontains the %or&
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'ontains the o58ects you use to implement application security such as roles an!
permissions
0ecurity
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esources'ontains references to image an! animation /les
'ontains la5el /les that store la5els for all user interface elements $or more informationsee a5el (!itor
(a#el )iles
'ontains references to Microsoft )(T assem5lies an! to external "e5 services Both typesof references can 5e use! in XEE statements
eferences
Speci/es the !ocumentation sets on the @elp Server
9elp ocumentation 0ets
'ontains items that represent0ystem ocumentation
http://msdn.microsoft.com/en-us/library/aa617477.aspxhttp://msdn.microsoft.com/en-us/library/aa617477.aspx7/25/2019 Microsoft Dynamics AX 2012 Technology
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Thank You and any questions?
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