Flowchart: Installation processes AX

Dynamics AX 4.0

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The basic installation process for Microsoft Dynamics AX is illustrated below.

For more information about the steps in the installation process, expand the sections below.

Install and configure a core system

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To get started quickly with an Microsoft Dynamics AX installation, follow the process illustrated below.

The table below provides links to detailed steps for each stage in the process:

Step	Related content
Configure active directory topology	Active Directory user topology
Install prerequisite software	Hardware and software requirements
Create database	Create a Microsoft SQL Server database Set up an Oracle database
Install file server	Install a file server
Install AOS	Install an Application Object Server (AOS) instance Install multiple Application Object Server instances on a computer
Install client	Install a client
Start system	Start Microsoft Dynamics AX
Complete installation checklist	Installation checklist
Configure core modules	Set up core modules and extended functionality
Configure additional modules	Set up additional modules
Configure users and security	Set up application security
Import customer and item data	Migrating data
Import test data	Migrating data

Set up and configure extended functionality

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Extended functionality refers to those features that should be installed after a core system is configured, including Enterprise Portal, application integration server, reporting server, OLAP server, and team server.

Set up and configure Enterprise Portal

The illustration below illustrates the process of setting up and configuring Enterprise Portal.

The table below provides links to detailed steps for each stage in the process:

Step	Related content
Install prerequisite software	Hardware and software requirements Install an Enterprise Portal server
Set up account for Business Connector proxy user, connect to IIS	Install an Enterprise Portal server
Install Enterprise Portal server using Setup	Install an Enterprise Portal server Set up an Enterprise Portal server farm
Configure Enterprise Portal	Configuring Enterprise Portal Configure Enterprise Portal using the Configuration Wizard
Deploy Enterprise Portal	Deploy Enterprise Portal
Create Enterprise Portal site	Create an Enterprise Portal site
Grant user permissions to site	Managing Enterprise Portal users
Customize site	Customizing an Enterprise Portal site
Re-deploy site	Deploy changes to Enterprise Portal Web sites

Set up and configure a reporting server

The illustration below illustrates the process of setting up and configuring a reporting server.

The table below provides links to detailed steps for each stage in the process:

Step	Related content
Install prerequisite software	Hardware and software requirements
Create account for reporting server to use	Import users from Active Directory
Install reporting server role	Install and configure a reporting server for ad hoc reporting
Configure reporting server in Microsoft Dynamics AX	Install and configure a reporting server for ad hoc reporting
Create an ad hoc report model	Create an ad hoc report model

Set up and configure an application integration server

The illustration below illustrates the process of setting up and configuring an application integration server.

The table below provides links to detailed steps for each stage in the process:

Step	Related content
Install prerequisite software	Hardware and software requirements
Install application integration	Install Web services for application integration Install BizTalk adapter for application integration
Configure application integration	Adapter-based exchanges Web services for application integration Configuring document exchanges Configuring document exchanges that expose Web services

Set up and configure an OLAP server

The illustration below illustrates the process of setting up and configuring an OLAP server.

The table below provides links to detailed steps for each stage in the process:

Step	Related content
Install prerequisite software	Hardware and software requirements
Create an OLAP database from within Microsoft Dynamics AX	Set up OLAP reporting
Set database permissions	OLAP security
Set OLAP parameters	Set up OLAP reporting
Import standard cube definitions	Set up OLAP reporting
Create and process an OLAP cube	Create and process an OLAP cube

Set up and configure a team server

The illustration below illustrates the process of setting up and configuring a team server.

The table below provides links to detailed steps for each stage in the process:

Step	Related content
Install prerequisite software	Hardware and software requirements
Install team server	Set up the server that runs Visual SourceSafe Set up a team server
Configure version control settings	Set up global version control parameters (Administrator) Set up local version control parameters (Developer) Deploy AOT objects on the server that runs Visual SourceSafe Deploy a label file on the server that runs Visual SourceSafe Add rules for objects Managing object IDs Cleaning up the ID server