Ax40 Enus Ins 02
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
CHAPTER 2: PLANNING MICROSOFT DYNAMICS AX 4.0 INSTALL Objectives The objectives are: •
Explain the core computer roles required for a Microsoft Dynamics™ AX 4.0 installation
•
Show the Microsoft Dynamics AX 4.0 topology
•
Explain the hardware and software requirements for Microsoft Dynamics AX 4.0 installation
•
Explain the skills needed by staff members to successfully implement Microsoft Dynamics AX 4.0
Introduction To successfully install Microsoft Dynamics AX 4.0, the application infrastructure must comply with Microsoft Dynamics AX 4.0 system requirements. These requirements include the following: •
Microsoft Dynamics AX 4.0 network infrastructure requirements.
•
The hardware and software requirements for various deployment scenarios.
•
The staff skills required to successfully install Microsoft Dynamics AX 4.0
This training course focuses on a standard Microsoft Dynamics AX 4.0 implementation in a Microsoft® Windows Server™ 2003 environment. However, there is mention of other available scenarios. NOTE: In the classroom-training environment, students will install Microsoft Dynamics AX 4.0 on a virtual PC configured with Windows Server 2003. IMPORTANT: The Microsoft Dynamics AX 4.0 Implementation Guide delves into areas the organization might have to address depending on the deployment requirements. In addition to the standard system requirements presented in this manual, the Implementation Guide contains a variety of additional installation tasks to consider depending on the system configuration. Microsoft will also have a Web site that contains the latest requirements and other information about Microsoft Dynamics AX 4.0. Refer to PartnerSource for more information.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0
Scenario Global Trade and Manufacturing (GTM) is a mid-sized manufacturer of various light products. Although their customer base spans multiple countries, their target is mainly North America. They plan to use Microsoft Dynamics AX 4.0 to take advantage of the integration with their existing Microsoft products. GTM uses many of the Microsoft products that will be required during the Microsoft Dynamics AX 4.0 implementation. The company will hire consultants to implement the system, but will use GTM in-house resources for ongoing maintenance of the system.
Problem GTM's in-house staff has experience using Microsoft Windows Server 2003, Microsoft® Active Directory®, and Microsoft® SQL Server®, but they do not have experience deploying a large-scale business system. The staff also has networking experience, but has not had to troubleshoot issues with large-scale data transfers with many users as expected with the new business system.
Goal The goal for GTM is to have all the critical skills covered for the Microsoft Dynamics AX 4.0 implementation. This includes Windows Server 2003, deployment issues, Active Directory, SQL Server, and Networking. In addition, it will help if users have proficiency in several other areas including Microsoft Exchange, Domain Controllers, SQL Reporting Services, and Web Services.
Solution To make sure all the critical skills are covered for the Microsoft Dynamics AX 4.0 implementation, GTM will have to find consultants with the required skills that GTM does not have in-house. Because the GTM staff has Windows Server 2003, Active Directory and SQL Server skills, they will have to use implementation consultants with deployment and networking skills. The implementation consultant must follow these steps:
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•
Review each of the hardware and software requirement in the preinstallation checklist
•
Determine what hardware or software must be upgraded to support the Microsoft Dynamics AX 4.0 deployment
•
Perform any necessary hardware and software upgrades
•
Determine whether any new servers or client computers must be purchased, and schedule those purchases to coincide with the project plan
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
Core Computer Roles Microsoft Dynamics AX 4.0 has separate roles, each with a specific function. Part of the implementation process is to define which computer in the system will perform each specific function or role. It is possible that a single computer can host one or more roles. A Microsoft Dynamics AX 4.0 system contains the following core computer roles: •
Application Object Server (AOS)
•
Database
•
File Server
•
Client
Application Object Server (AOS) The Microsoft Dynamics AX 4.0 AOS is a Microsoft Windows service that: •
Controls communications among Microsoft Dynamics AX 4.0 clients, databases, and applications.
•
Allows implementers to install on a single computer, or on a cluster that uses Windows Network Load Balancing.
Microsoft Dynamics AX 4.0 requires Windows-integrated authentication for all servers in the system, which means that an Active Directory directory service must exist in the system. For security reasons, it is required that the AOS be installed on Windows Server 2003. A system that is used for demonstrations, development, or test can be set up to use more than one AOS instance.
Database A database stores the Microsoft Dynamics AX 4.0 data as part of an existing Microsoft SQL Server database server installation. When setting up the database server, make sure to use Windows authentication.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 File server The application file server contains the files in which the Microsoft Dynamics AX 4.0 business logic is stored. Examples of the files in this directory include: •
Indexes
•
Headers
•
Labels for each layer
The directory must be accessed by all AOS computers. Permissions on this directory must be highly restrictive because stored data can include sensitive customer data. Only the AOS Windows service and Microsoft Dynamics AX 4.0 administrators can have write access to the directory. Client computers do not require access to the file server directory, and for security reasons, make sure that the clients are not granted access.
Client The client is the user interface to Microsoft Dynamics AX 4.0 data and functionality.
Test Your Knowledge − Core Computer Roles Explain the primary functionalities of the four core computer roles.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
Plan System Topology In order to ease the Microsoft Dynamics AX 4.0 installation, it is important to carefully perform the implementation process in phases. Consider the following factors during planning: •
Implementing a Microsoft Dynamics AX 4.0 system on a local area network with multiple-user access requires careful consideration and planning.
•
A large business with multiple locations might experience different challenges compared to a smaller business with one location and a few users.
•
Start the implementation process with an inventory of the organization's current hardware and software.
•
Determine the deployment scenario that best meets the business' current needs and allows for anticipated future growth.
Steps in Planning System Topology Before the actual installation takes place, implementers must gather information about the customer's requirements to help prepare the correct topology. 1. Define and document these items with the customer: – – – – – – – –
Number of transactions Number of users Uses of system (modules and features to be implemented) External user access required Web access required Required availability Projected growth rate Number of sites
2. Evaluate and document the existing infrastructure: – – – – –
Existing hardware Bandwidth Operating system Databases present Applications to integrate
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 3. After gathering this information, start to determine how to structure the system. Key decisions are: – – –
If there any computer roles that can be combined on a single computer, and if they can, which to combine. If there are any network load-balanced clusters to host the AOS. What the best backup system for the Microsoft Dynamics AX 4.0 environment is.
Core Topologies If there are no users outside the domain (external users) that must access data, then use one of the following basic topologies, the minimal core installation or the clustered core installation. NOTE: Although it is possible to install Microsoft Dynamics AX 4.0 on a single computer for development and trial purposes, in a production environment the single computer install is not recommended.
Figure 2.1 shows a minimal installation topology using three computers.
FIGURE 2.1: MINIMAL CORE INSTALLATION
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install Figure 2.2 shows a core system topology running on clustered servers.
FIGURE 2.2: CLUSTERED CORE INSTALLATION NOTE: Installing the application file server on an AOS is acceptable. Because there can only be one application file server in the environment it need only be installed on a single AOS computer in the cluster.
Enterprise Portal Topologies An Enterprise Portal server hosts and provides site definitions for a Microsoft® SharePoint® site that can present live Microsoft Dynamics AX 4.0 data and functionality to trusted users, and can present restricted functionality, such as catalog information and questionnaires, to anonymous users.
Intranet-Only Enterprise Portal Figure 2.3 shows a topology for a simple intranet-only Enterprise Portal.
FIGURE 2.3: SIMPLE INTRANET-ONLY ENTERPRISE PORTAL INSTALLATION
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 Figure 2.4 shows a larger-scale intranet-only Enterprise Portal.
FIGURE 2.4: INTRANET-ONLY ENTERPRISE PORTAL INSTALLATION
Internet-Facing Enterprise Portal There are two recommended topologies for Internet-facing Enterprise Portal, the Standard Perimeter Network and the Traditional Perimeter Network. Examination of the perimeter network configuration will decide which one to use. The primary difference between the two topologies is how access to Enterprise Portal is managed for external users. The topics titled Standard Perimeter Network and Traditional Perimeter Network describe two options for configuring a perimeter network to support Microsoft Dynamics AX 4.0. Standard Perimeter Network In this configuration, called a standard perimeter network, the Active Directory domain contains:
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•
All internal users to be added to Microsoft Dynamics AX 4.0.
•
Special users required for Microsoft Dynamics AX 4.0 functionality.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install •
An organizational unit that contains any users from outside the organization that require Enterprise Portal access. These users' rights must be restricted in that the users cannot: – –
Log on locally Access network
NOTE: The organizational unit can contain other organizational units, as long as the top node is associated with Microsoft Dynamics AX 4.0.
The illustration in Figure 2.5 shows a standard perimeter network configuration:
FIGURE 2.5: STANDARD PERIMETER NETWORK CONFIGURATION
Traditional Perimeter Network This configuration, called a traditional perimeter network, contains two Active Directory domains: the internal domain and the external domain. The internal domain contains: •
All internal users to be added to Microsoft Dynamics AX 4.0.
•
Special users required for Microsoft Dynamics AX 4.0 functionality.
•
Group required for application integration server functionality.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 The perimeter network contains a second domain controller with a one-way trust relationship to the first domain controller. The second domain controller contains any users from outside the organization that require Enterprise Portal access. These users cannot have any rights in the internal domain, and their rights must be restricted in the perimeter network domain so that the users cannot: •
Log on locally
•
Access network
NOTE: On the Enterprise Portal computer, the Group Policy must be overridden. Set the policy to Cannot access network to allow access to that computer.
The illustration in Figure 2.6 shows a traditional perimeter network configuration:
FIGURE 2.6: TRADITIONAL PERIMETER NETWORK CONFIGURATION
Reporting Server Topology Reporting server is installed on an Internet Information Services (IIS) server that is not Internet-facing.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install The illustration in Figure 2.7 shows a simple reporting server topology:
FIGURE 2.7: SIMPLE REPORTING SERVER INSTALLATION
Application Integration Server Topology An application integration server is installed on an Internet Information Services (IIS) server that is not Internet-facing. The illustration in Figure 2.8 shows a simple application integration topology:
FIGURE 2.8: APPLICATION INTEGRATION SERVER INSTALLATION
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Installation & Configuration for Microsoft Dynamics™ AX 4.0
Test Your Knowledge − Plan System Topology Please answer the following questions individually or as a class. 1. What information must be obtained before installing Microsoft Dynamics AX 4.0? 2. What are the three servers required for a basic installation of Microsoft Dynamics AX 4.0 without external users? 3. Compare and contrast the differences between the topologies for the core roles and the topologies for the additional roles.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
Planning Hardware and Software Choosing appropriate hardware for a Microsoft Dynamics AX 4.0 installation depends on many factors, which Table 2.1 describes in detail. Factor
Description
Number of Transactions per Hour
The total average number of the following transactions processed per work hour is a key indicator of the size of database system needed: • Sales orders • Purchase orders • Accounts payable • Accounts receivable • Production orders • CRM orders • General ledger journal transactions In Microsoft Dynamics AX 4.0 a transaction is defined a single line item. For example, a sales order with 1000 line items would be considered as 1000 transactions.
Number of Concurrent Users
A key indicator of the size of the Application Object Server system needed. It also affects the appropriate bandwidth and latency for the network.
Number of Concurrent Enterprise Portal Users
A key indicator of the size of the Windows SharePoint Server system needed.
Number of Remote Connections
The number of remote connections affects the determination for bandwidth and latency requirements for the network.
Number of locations
The number of locations and how they must interact also affects the infrastructure.
TABLE 2.1: HARDWARE FACTORS
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Installation & Configuration for Microsoft Dynamics™ AX 4.0
Hardware and Software Requirements Before implementers install a Microsoft Dynamics AX 4.0 system, they must make sure that the system meets or exceeds the minimum hardware and software requirements.
Network Requirements Table 2.2 lists the minimum network requirements for client/server connections in a Microsoft Dynamics AX 4.0 system. Value
Application Object Server (AOS)
Database
Bandwidth (b)
100 MB per second
100 MB per second
Latency (l)
Less than 5 milliseconds
Less than 5 milliseconds
TABLE 2.2: NETWORK REQUIREMENTS
The following formula expresses the total response time for running a task in Microsoft Dynamics AX 4.0: (Number of calls to and from the server * l) + number of bytes sent/b
Domain Requirements The computers that are running Microsoft Dynamics AX 4.0 components must have access to each other in the same Active Directory directory service domain running Active Directory configured in native mode. If Active Directory in not configured in native mode then Microsoft Dynamics AX 4.0 may not be able to authenticate with other computers on the network.
Client Requirements Table 2.3 lists hardware requirements for installing and running the Microsoft Dynamics AX 4.0 client from a workstation. Table 2.4 lists the operating system requirements for the client computer. Table 2.5 shows the software required for installing and running the Microsoft Dynamics AX 4.0 client. Client Hardware
Minimum Requirements
This information was not available at the time of this writing
Check PartnerSource for latest information
TABLE 2.3: HARDWARE REQUIREMENTS
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Operating System Requirements
Microsoft® Windows® XP Professional, Service Pack 2 (SP2) Microsoft Windows XP Tablet PC Edition, Service Pack 2 (SP2) Microsoft Windows Server 2003 R2, Standard Edition Windows Server 2003 R2, Web Edition Windows Server 2003 R2, Enterprise Edition Windows Server 2003 R2, Datacenter Edition Windows Server 2003 with Service Pack SP1 (SP1), Standard Edition Windows Server 2003 with Service Pack SP1 (SP1), Web Edition Windows Server 2003 with Service Pack SP1 (SP1), Enterprise Edition Windows Server 2003 with Service Pack SP1 (SP1), Datacenter Edition Microsoft Windows Small Business Server 2003, Standard Edition TABLE 2.4: OPERATING SYSTEM REQUIREMENTS NOTE: Microsoft supports installing Microsoft Dynamics AX 4.0 on the 64-bit versions of the operating systems listed, but runs in 32-bit mode if installed.
Component
Version
State during install
Microsoft .NET Framework
2.0
Can be installed during Microsoft Dynamics AX 4.0 installation
Microsoft Windows Installer
3.0
Required
TABLE 2.5: SOFTWARE REQUIREMENTS NOTE: The Setup Wizard installs the U.S. English version of the Microsoft .NET Framework version 2.0. If an alternate language of the .NET Framework is needed, it can either be downloaded and instaledl beforeinstalling Microsoft Dynamics AX 4.0, or reinstalled in the language of choice after installing Microsoft Dynamics AX 4.0.
Application Object Server Requirements Table 2.6 lists hardware requirements for installing and running the Microsoft Dynamics AX 4.0 AOS. Table 2.7 lists the operating system requirements for the AOS computer. Table 2.8 show the software required for running for installing and running the Microsoft Dynamics AX 4.0 AOS. AOS Hardware
Minimum Requirements
This information was not available at the time of this writing
Check PartnerSource for latest information
TABLE 2.6: HARDWARE REQUIREMENTS
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 Operating System Requirements
Microsoft Windows Server 2003 R2, Standard Edition Windows Server 2003 R2, Web Edition Windows Server 2003 R2, Enterprise Edition Windows Server 2003 R2, Datacenter Edition Windows Server 2003 with Service Pack SP1 (SP1), Standard Edition Windows Server 2003 with Service Pack SP1 (SP1), Web Edition Windows Server 2003 with Service Pack SP1 (SP1), Enterprise Edition Windows Server 2003 with Service Pack SP1 (SP1), Datacenter Edition Microsoft Windows Small Business Server 2003, Standard Edition TABLE 2.7: OPERATING SYSTEM REQUIREMENTS NOTE: Microsoft supports installing Microsoft Dynamics AX 4.0 on the 64-bit versions of the operating systems listed, but runs in 32-bit mode if installed.
Component
Version
State during install
Microsoft Data Access Components (MDAC)
2.8.1022.3
Must be present before installation
Microsoft® Internet Explorer
6.0 SP2
Must be present before installation
Microsoft .NET Framework
2.0
Can be installed during Microsoft Dynamics AX 4.0 installation
Microsoft Windows Installer
3.0
Required
TABLE 2.8: SOFTWARE REQUIREMENTS
The computer that is running the AOS must also have access to computers in the same domain running only one of the following: •
SQL Server 2005, Standard or Enterprise editions
•
SQL Server 2000, Enterprise edition with SP4
To support alerts in Microsoft Dynamics AX 4.0, the system must have access to an SMTP (Simple Mail Transfer Protocol) server.
Database Server Requirements Every Microsoft Dynamics AX 4.0 installation requires a database server where all the system and application data is stored. There may be multiple AOS computers and multiple clients, but they all rely on the resources provided by the database server. Because of such high database server usage, and for optimal performance, Microsoft Dynamics recommends dedicating a computer specifically for the database server. Microsoft Dynamics AX 4.0 uses Microsoft SQL Server as its database system.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install The following tables list the database server. Table 2.9 lists software requirements for installing and running the SQL Server on Microsoft Dynamics AX 4.0. Table 2.10 lists the supported SQL Server versions. Component Microsoft Data Access Components (MDAC)
Version
State during install
2.8.1022.3
Must be present before installation
TABLE 2.9: SOFTWARE REQUIREMENTS
Microsoft SQL Server Versions Supported Microsoft Dynamics AX 4.0 supports the following versions of SQL Server. Use the Database version chart to determine which versions support reporting functionality by default. Implementers can find the minimum hardware and operating system requirements for the choosen version on the SQL Server website. Database version
Microsoft SQL Server 2005, Enterprise Edition, SP1 or later Microsoft SQL Server 2005, Standard Edition, SP1 or later Microsoft SQL Server 2000, Enterprise Edition, SP4 or later Microsoft SQL Server 2000, Standard Edition, SP4 or later (Demo only, no reporting support) TABLE 2.10: SUPPORTED SQL SERVER VERSIONS NOTE: Microsoft supports installing Microsoft Dynamics AX 4.0 on the 64-bit versions of the operating systems listed, but runs in 32-bit mode if installed.
Supported Collations Microsoft Dynamics AX 4.0 supports Unicode collations. The requirements for the Unicode collation are that the collation must: •
Be case-insensitive
•
Match the Microsoft Windows locale of the computers running instances of Application Object Server (AOS).
The recommendation is that if implementers set up a new Microsoft Dynamics AX 4.0 installation, they choose a Windows collation, rather than an SQL collation. Choosing a case-sensitive collation will cause errors in Microsoft Dynamics AX 4.0. For more information about choosing a collation for an SQL Server database, refer to the SQL Server documentation. Oracle Database versions supported Microsoft Dynamics AX 4.0 supports Oracle Database 10g.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 Authentication requirements •
Microsoft Dynamics AX 4.0 requires that the database use Windows Authentication to authenticate users.
•
For Oracle, the Windows native authentication adapter must be installed and configured. See the Oracle 10g documentation for details.
Other Requirements The computer running the Microsoft Dynamics AX 4.0 database server must have access to computers in the same domain that are running: •
Active Directory configured in native mode.
•
SQL Server 2005 Reporting Services, to support reporting functionality.
•
SQL Server 2000 Analysis Services, SP4 or later, or SQL Server 2005 Analysis Services, to support analysis functionality.
File Server Requirements Implementers may place the Microsoft Dynamics AX 4.0 application files on any Windows-based computer. There are no minimum requirements identified for this computer, but it must be equipped with a fast network connection and fast hard drives for optimal performance. The computer must also be part of a domain with access to computers in the same Active Directory domain running Active Directory configured in native mode. NOTE: The share where the application files are installed cannot be configured as a Distributed File System (DFS).
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
RAID Subsystems With an ERP system like Microsoft Dynamics AX 4.0, the database server generally stores a very large amount of important data for the business. If this data is unavailable for any length of time, the business could suffer significant financial losses. One of the most important aspects of fine tuning a database server for optimal performance is driving subsystem performance. To accomplish this goal we use Redundant Array of Independent Disks (RAID). Briefly, this refers to a group of two or more disks managed as a single unit to store the data along with additional, or redundant, information to provide recovery in the event of a disk failure. Usually a failed disk in a RAID system can be replaced while the server is still running. This is a benefit of RAID. NOTE: Further information on RAID can be found by searching the Web.
Read/Write Performance − Hardware RAID controllers divide read/writes of all data from Windows and applications such as Microsoft SQL Server into slices (usually 16 KB − 128 KB) that are spread across all disks participating in the RAID array. Splitting data across physical drives distributes the read/write I/O workload evenly across all physical hard disk drives participating in the RAID array. This increases disk I/O performance because the disks participating in the RAID array are all kept equally busy, instead of some disks becoming a bottleneck due to uneven distribution of I/O requests. Fault Tolerance − RAID provides protection from hard disk failure and accompanying data loss with two methods: mirroring and parity. There are many types of RAID configurations; each is called a RAID Level. Fortunately for us, there are only a few RAID levels commonly used with Microsoft Dynamics AX 4.0. We are now going to look at those that might be choosen for a Microsoft Dynamics AX 4.0 installation. RAID 0 (not recommended) is typically defined as a group of striped disk drives, without parity or data redundancy. RAID 0 arrays deliver the best data storage efficiency and performance of any array type.
FIGURE 2.9: RAID 0
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 RAID 1 is also known as disk mirroring, which is simply a pair of disk drives that store duplicate data, but appear to the computer as a single drive. All writes go to both drives of a mirrored pair, so that the information on the drives is kept identical. However, each individual drive can perform simultaneous, independent read operations. Mirroring thus doubles the read performance of a single nonmirrored drive, while the write performance is unchanged. RAID 1 delivers the best performance of any redundant array type.
FIGURE 2.10: RAID 1
RAID 5 is sometimes called a Rotating Parity Array. RAID 5 works by striping data and parity across all the drives. Typically RAID 5 arrays offer similar read performance as pure striping, though writes are slower since the parity information is updated every time. If one hard drive fails, it just needs to be replaced with a new one of equal or larger size and it rebuilds from the parity on the remaining drives.
FIGURE 2.11: RAID 5
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install RAID 0+1 is a dual-level RAID and achieves a balance between the increased data availability of RAID 1, mirroring, and the increased read performance of RAID 0, striping.
FIGURE 2.12: RAID 0+1
RAID systems may be software-based or hardware-based. Software- based RAIDs use the main CPU and Memory resources. NOTE: In all cases hardware-based RAID system should be used.
For maximum performance, configure the database server with a RAID 1 with 2 disks for the operating system and database software, a small RAID 0+1, with 4 disks or RAID 1 with 2 disks for database logs, and a larger RAID 0+1 for the main database files. To reduce cost, swap out the RAID 0+1 for a RAID 5 for the database files, but this results in slower performance.
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Naming Convention Since it is possible to have multiple applications, the naming convention is a very important aspect of any installation. A good practice is to use a name that clearly identifies the customer, version, and type of installation. The recommended name includes a short form of the customer name, the Microsoft Dynamics™ AX version, the service pack version, if used, and a code for the installation type, such as Live, Test, or Dev.
Example The GTM_AX40_Live name signifies that this is a live, or production installation of Microsoft Axapta 4.0 without any service packs for the Global Trade & Manufacturing customer. If there are service packs installed, then change the name to GTM_AX40_SPxx_Live. One of the reasons for a good naming convention is that the Microsoft Dynamics AX client or AOS configuration links the application object with the database. If the names are not clear, it is easy to accidentally set up a client to use development application objects and connect to a production database, which could result in lost or corrupted data. NOTE: Always use alphanumeric characters meaning a-z and 1-0. Do not use special characters like # & ( ) and so on. Do not use blank spaces in names or directories, use − (dash) or _ (underscore) instead.
Follow good naming conventions for the database, application, client, and instance names, as follows: Install Type
Core Roles
Good naming convention
Live Environment
Database Name Application Name AOS Name Client Name
GPM_AX40_DB_Live GPM_AX40_APP_Live GPM_AX40_AOS_Live GPM_AX40_Client_Live
Test Environment
Database Name Application Name AOS Name Client Name
GPM_AX40_DB_Test GPM_AX40_APP_Test GPM_AX40_AOS_Test GPM_AX40_Client_Test
Development Database Name Environment Application Name AOS Name Client Name
GPM_AX40_DB_Dev GPM_AX40_APP_Dev GPM_AX40_AOS_Dev GPM_AX40_Client_Dev
TABLE 2.11: NAMING CONVENTIONS
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NOTE: Be aware of possible customer sensitivity in regard to using the company name as part of the naming convention. Be certain that the naming convention is decided upon in conjunction with company executives.
Staff Skills Review While a successful implementation requires specific hardware and software components, it also requires a skilled staff to plan and implement the project. Whether in-house personnel or hired consultants, the staff must possess expertise across various software areas. Some areas require greater proficiency and skill, while others require a general level of understanding.
Areas of Proficiency The areas in which the implementer must be proficient include the following: •
Windows 2003 Server
•
Microsoft Exchange 2000 or 2003
•
Active Directory
•
Domain Controllers
•
Domain Name Services
•
Networking
•
SQL Server 2000 or 2005
•
SQL Reporting Services
•
Visual Studio
•
Internet Information Services
•
SharePoint Services
•
.NET
•
Web Services
Critical Areas of Knowledge While it is difficult to know everything about all of the areas, there are a few areas of knowledge the implementer must possess to successfully install Microsoft Dynamics AX 4.0. These are areas where implementers must have greater proficiency and skill. The following is a summarized list of the topic areas: •
Windows 2003 Server
•
Windows XP Professional
•
Deployment Issues
•
Active Directory
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 •
SQL Server 2000 or 2005
•
Networking
•
IIS
•
WSS (Enterprise Portal)
Windows 2003 Server At minimum, implementers must be proficient in the following Windows 2003 Server areas: •
Security features and requirements
•
Availability and scalability features
Deployment Issues At minimum, implementers must be proficient in the following deployment areas: •
The different variations of domain topology and placement of servers and users supported with Microsoft Dynamics AX 4.0.
•
The customer's hardware requirements based on: – – – – – –
Number of Users Number of concurrent users Amount of downtime the customer will tolerate Response time required from the servers Amount of data expected to be created Customer's budget
Active Directory At minimum, implementers must be proficient in the following Active Directory areas: •
Microsoft Dynamics AX 4.0 components must be installed within the same domain.
•
Active Directory system administration functions including user creation and group membership. During installation, the implementer must set up user accounts and apply the correct permissions.
SQL Server At minimum, implementers must be proficient in the following SQL Server areas: •
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Install SQL server, set up a database maintenance plan, create indexes, and create jobs.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install •
Move SQL Logs to a different drive.
•
Select an appropriate RAID configuration.
•
Recommend a backup strategy to protect the customer's data.
Networking At minimum, implementers must be proficient in the following Network areas: •
Troubleshoot networking issues related to latency and bandwidth.
•
Troubleshoot network connectivity issues.
•
Identify networking hardware and how they interrelate with each other and Microsoft Dynamics AX 4.0.
Test Your Knowledge − Staff Skills Review What are the critical topic areas for installing Microsoft Dynamics AX 4.0?
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Installation & Configuration for Microsoft Dynamics™ AX 4.0
Conclusion A successful implementation of Microsoft Dynamics AX 4.0 depends on proper preparation. When a company ensures its readiness for the Microsoft Dynamics AX 4.0 installation, it allows the rest of the implementation to be a more straightforward process. To prepare for a successful implementation, companies must ensure that: The network infrastructure will handle the increased network traffic and deliver reliable network connections for the Microsoft Dynamics AX 4.0 components. The company's hardware and software is compatible with Microsoft Dynamics AX 4.0 components for the best interaction and least trouble. The staff's skills are appropriate to use and manage Microsoft Dynamics AX 4.0 components and modules. After the preparation steps are complete, the implementer can move on to installing Microsoft Dynamics AX 4.0. The section titled "Installing a Core System," takes a step-by-step approach to installing the core Microsoft Dynamics AX 4.0 components.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
Quick Interaction: Lessons Learned Take a moment and write down three Key Points you have learned from this chapter: 1.
2.
3.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0
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CHAPTER 2: PLANNING MICROSOFT DYNAMICS AX 4.0 INSTALL Objectives The objectives are: •
Explain the core computer roles required for a Microsoft Dynamics™ AX 4.0 installation
•
Show the Microsoft Dynamics AX 4.0 topology
•
Explain the hardware and software requirements for Microsoft Dynamics AX 4.0 installation
•
Explain the skills needed by staff members to successfully implement Microsoft Dynamics AX 4.0
Introduction To successfully install Microsoft Dynamics AX 4.0, the application infrastructure must comply with Microsoft Dynamics AX 4.0 system requirements. These requirements include the following: •
Microsoft Dynamics AX 4.0 network infrastructure requirements.
•
The hardware and software requirements for various deployment scenarios.
•
The staff skills required to successfully install Microsoft Dynamics AX 4.0
This training course focuses on a standard Microsoft Dynamics AX 4.0 implementation in a Microsoft® Windows Server™ 2003 environment. However, there is mention of other available scenarios. NOTE: In the classroom-training environment, students will install Microsoft Dynamics AX 4.0 on a virtual PC configured with Windows Server 2003. IMPORTANT: The Microsoft Dynamics AX 4.0 Implementation Guide delves into areas the organization might have to address depending on the deployment requirements. In addition to the standard system requirements presented in this manual, the Implementation Guide contains a variety of additional installation tasks to consider depending on the system configuration. Microsoft will also have a Web site that contains the latest requirements and other information about Microsoft Dynamics AX 4.0. Refer to PartnerSource for more information.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0
Scenario Global Trade and Manufacturing (GTM) is a mid-sized manufacturer of various light products. Although their customer base spans multiple countries, their target is mainly North America. They plan to use Microsoft Dynamics AX 4.0 to take advantage of the integration with their existing Microsoft products. GTM uses many of the Microsoft products that will be required during the Microsoft Dynamics AX 4.0 implementation. The company will hire consultants to implement the system, but will use GTM in-house resources for ongoing maintenance of the system.
Problem GTM's in-house staff has experience using Microsoft Windows Server 2003, Microsoft® Active Directory®, and Microsoft® SQL Server®, but they do not have experience deploying a large-scale business system. The staff also has networking experience, but has not had to troubleshoot issues with large-scale data transfers with many users as expected with the new business system.
Goal The goal for GTM is to have all the critical skills covered for the Microsoft Dynamics AX 4.0 implementation. This includes Windows Server 2003, deployment issues, Active Directory, SQL Server, and Networking. In addition, it will help if users have proficiency in several other areas including Microsoft Exchange, Domain Controllers, SQL Reporting Services, and Web Services.
Solution To make sure all the critical skills are covered for the Microsoft Dynamics AX 4.0 implementation, GTM will have to find consultants with the required skills that GTM does not have in-house. Because the GTM staff has Windows Server 2003, Active Directory and SQL Server skills, they will have to use implementation consultants with deployment and networking skills. The implementation consultant must follow these steps:
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•
Review each of the hardware and software requirement in the preinstallation checklist
•
Determine what hardware or software must be upgraded to support the Microsoft Dynamics AX 4.0 deployment
•
Perform any necessary hardware and software upgrades
•
Determine whether any new servers or client computers must be purchased, and schedule those purchases to coincide with the project plan
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
Core Computer Roles Microsoft Dynamics AX 4.0 has separate roles, each with a specific function. Part of the implementation process is to define which computer in the system will perform each specific function or role. It is possible that a single computer can host one or more roles. A Microsoft Dynamics AX 4.0 system contains the following core computer roles: •
Application Object Server (AOS)
•
Database
•
File Server
•
Client
Application Object Server (AOS) The Microsoft Dynamics AX 4.0 AOS is a Microsoft Windows service that: •
Controls communications among Microsoft Dynamics AX 4.0 clients, databases, and applications.
•
Allows implementers to install on a single computer, or on a cluster that uses Windows Network Load Balancing.
Microsoft Dynamics AX 4.0 requires Windows-integrated authentication for all servers in the system, which means that an Active Directory directory service must exist in the system. For security reasons, it is required that the AOS be installed on Windows Server 2003. A system that is used for demonstrations, development, or test can be set up to use more than one AOS instance.
Database A database stores the Microsoft Dynamics AX 4.0 data as part of an existing Microsoft SQL Server database server installation. When setting up the database server, make sure to use Windows authentication.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 File server The application file server contains the files in which the Microsoft Dynamics AX 4.0 business logic is stored. Examples of the files in this directory include: •
Indexes
•
Headers
•
Labels for each layer
The directory must be accessed by all AOS computers. Permissions on this directory must be highly restrictive because stored data can include sensitive customer data. Only the AOS Windows service and Microsoft Dynamics AX 4.0 administrators can have write access to the directory. Client computers do not require access to the file server directory, and for security reasons, make sure that the clients are not granted access.
Client The client is the user interface to Microsoft Dynamics AX 4.0 data and functionality.
Test Your Knowledge − Core Computer Roles Explain the primary functionalities of the four core computer roles.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
Plan System Topology In order to ease the Microsoft Dynamics AX 4.0 installation, it is important to carefully perform the implementation process in phases. Consider the following factors during planning: •
Implementing a Microsoft Dynamics AX 4.0 system on a local area network with multiple-user access requires careful consideration and planning.
•
A large business with multiple locations might experience different challenges compared to a smaller business with one location and a few users.
•
Start the implementation process with an inventory of the organization's current hardware and software.
•
Determine the deployment scenario that best meets the business' current needs and allows for anticipated future growth.
Steps in Planning System Topology Before the actual installation takes place, implementers must gather information about the customer's requirements to help prepare the correct topology. 1. Define and document these items with the customer: – – – – – – – –
Number of transactions Number of users Uses of system (modules and features to be implemented) External user access required Web access required Required availability Projected growth rate Number of sites
2. Evaluate and document the existing infrastructure: – – – – –
Existing hardware Bandwidth Operating system Databases present Applications to integrate
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 3. After gathering this information, start to determine how to structure the system. Key decisions are: – – –
If there any computer roles that can be combined on a single computer, and if they can, which to combine. If there are any network load-balanced clusters to host the AOS. What the best backup system for the Microsoft Dynamics AX 4.0 environment is.
Core Topologies If there are no users outside the domain (external users) that must access data, then use one of the following basic topologies, the minimal core installation or the clustered core installation. NOTE: Although it is possible to install Microsoft Dynamics AX 4.0 on a single computer for development and trial purposes, in a production environment the single computer install is not recommended.
Figure 2.1 shows a minimal installation topology using three computers.
FIGURE 2.1: MINIMAL CORE INSTALLATION
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install Figure 2.2 shows a core system topology running on clustered servers.
FIGURE 2.2: CLUSTERED CORE INSTALLATION NOTE: Installing the application file server on an AOS is acceptable. Because there can only be one application file server in the environment it need only be installed on a single AOS computer in the cluster.
Enterprise Portal Topologies An Enterprise Portal server hosts and provides site definitions for a Microsoft® SharePoint® site that can present live Microsoft Dynamics AX 4.0 data and functionality to trusted users, and can present restricted functionality, such as catalog information and questionnaires, to anonymous users.
Intranet-Only Enterprise Portal Figure 2.3 shows a topology for a simple intranet-only Enterprise Portal.
FIGURE 2.3: SIMPLE INTRANET-ONLY ENTERPRISE PORTAL INSTALLATION
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 Figure 2.4 shows a larger-scale intranet-only Enterprise Portal.
FIGURE 2.4: INTRANET-ONLY ENTERPRISE PORTAL INSTALLATION
Internet-Facing Enterprise Portal There are two recommended topologies for Internet-facing Enterprise Portal, the Standard Perimeter Network and the Traditional Perimeter Network. Examination of the perimeter network configuration will decide which one to use. The primary difference between the two topologies is how access to Enterprise Portal is managed for external users. The topics titled Standard Perimeter Network and Traditional Perimeter Network describe two options for configuring a perimeter network to support Microsoft Dynamics AX 4.0. Standard Perimeter Network In this configuration, called a standard perimeter network, the Active Directory domain contains:
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•
All internal users to be added to Microsoft Dynamics AX 4.0.
•
Special users required for Microsoft Dynamics AX 4.0 functionality.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install •
An organizational unit that contains any users from outside the organization that require Enterprise Portal access. These users' rights must be restricted in that the users cannot: – –
Log on locally Access network
NOTE: The organizational unit can contain other organizational units, as long as the top node is associated with Microsoft Dynamics AX 4.0.
The illustration in Figure 2.5 shows a standard perimeter network configuration:
FIGURE 2.5: STANDARD PERIMETER NETWORK CONFIGURATION
Traditional Perimeter Network This configuration, called a traditional perimeter network, contains two Active Directory domains: the internal domain and the external domain. The internal domain contains: •
All internal users to be added to Microsoft Dynamics AX 4.0.
•
Special users required for Microsoft Dynamics AX 4.0 functionality.
•
Group required for application integration server functionality.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 The perimeter network contains a second domain controller with a one-way trust relationship to the first domain controller. The second domain controller contains any users from outside the organization that require Enterprise Portal access. These users cannot have any rights in the internal domain, and their rights must be restricted in the perimeter network domain so that the users cannot: •
Log on locally
•
Access network
NOTE: On the Enterprise Portal computer, the Group Policy must be overridden. Set the policy to Cannot access network to allow access to that computer.
The illustration in Figure 2.6 shows a traditional perimeter network configuration:
FIGURE 2.6: TRADITIONAL PERIMETER NETWORK CONFIGURATION
Reporting Server Topology Reporting server is installed on an Internet Information Services (IIS) server that is not Internet-facing.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install The illustration in Figure 2.7 shows a simple reporting server topology:
FIGURE 2.7: SIMPLE REPORTING SERVER INSTALLATION
Application Integration Server Topology An application integration server is installed on an Internet Information Services (IIS) server that is not Internet-facing. The illustration in Figure 2.8 shows a simple application integration topology:
FIGURE 2.8: APPLICATION INTEGRATION SERVER INSTALLATION
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Test Your Knowledge − Plan System Topology Please answer the following questions individually or as a class. 1. What information must be obtained before installing Microsoft Dynamics AX 4.0? 2. What are the three servers required for a basic installation of Microsoft Dynamics AX 4.0 without external users? 3. Compare and contrast the differences between the topologies for the core roles and the topologies for the additional roles.
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Planning Hardware and Software Choosing appropriate hardware for a Microsoft Dynamics AX 4.0 installation depends on many factors, which Table 2.1 describes in detail. Factor
Description
Number of Transactions per Hour
The total average number of the following transactions processed per work hour is a key indicator of the size of database system needed: • Sales orders • Purchase orders • Accounts payable • Accounts receivable • Production orders • CRM orders • General ledger journal transactions In Microsoft Dynamics AX 4.0 a transaction is defined a single line item. For example, a sales order with 1000 line items would be considered as 1000 transactions.
Number of Concurrent Users
A key indicator of the size of the Application Object Server system needed. It also affects the appropriate bandwidth and latency for the network.
Number of Concurrent Enterprise Portal Users
A key indicator of the size of the Windows SharePoint Server system needed.
Number of Remote Connections
The number of remote connections affects the determination for bandwidth and latency requirements for the network.
Number of locations
The number of locations and how they must interact also affects the infrastructure.
TABLE 2.1: HARDWARE FACTORS
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Hardware and Software Requirements Before implementers install a Microsoft Dynamics AX 4.0 system, they must make sure that the system meets or exceeds the minimum hardware and software requirements.
Network Requirements Table 2.2 lists the minimum network requirements for client/server connections in a Microsoft Dynamics AX 4.0 system. Value
Application Object Server (AOS)
Database
Bandwidth (b)
100 MB per second
100 MB per second
Latency (l)
Less than 5 milliseconds
Less than 5 milliseconds
TABLE 2.2: NETWORK REQUIREMENTS
The following formula expresses the total response time for running a task in Microsoft Dynamics AX 4.0: (Number of calls to and from the server * l) + number of bytes sent/b
Domain Requirements The computers that are running Microsoft Dynamics AX 4.0 components must have access to each other in the same Active Directory directory service domain running Active Directory configured in native mode. If Active Directory in not configured in native mode then Microsoft Dynamics AX 4.0 may not be able to authenticate with other computers on the network.
Client Requirements Table 2.3 lists hardware requirements for installing and running the Microsoft Dynamics AX 4.0 client from a workstation. Table 2.4 lists the operating system requirements for the client computer. Table 2.5 shows the software required for installing and running the Microsoft Dynamics AX 4.0 client. Client Hardware
Minimum Requirements
This information was not available at the time of this writing
Check PartnerSource for latest information
TABLE 2.3: HARDWARE REQUIREMENTS
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Operating System Requirements
Microsoft® Windows® XP Professional, Service Pack 2 (SP2) Microsoft Windows XP Tablet PC Edition, Service Pack 2 (SP2) Microsoft Windows Server 2003 R2, Standard Edition Windows Server 2003 R2, Web Edition Windows Server 2003 R2, Enterprise Edition Windows Server 2003 R2, Datacenter Edition Windows Server 2003 with Service Pack SP1 (SP1), Standard Edition Windows Server 2003 with Service Pack SP1 (SP1), Web Edition Windows Server 2003 with Service Pack SP1 (SP1), Enterprise Edition Windows Server 2003 with Service Pack SP1 (SP1), Datacenter Edition Microsoft Windows Small Business Server 2003, Standard Edition TABLE 2.4: OPERATING SYSTEM REQUIREMENTS NOTE: Microsoft supports installing Microsoft Dynamics AX 4.0 on the 64-bit versions of the operating systems listed, but runs in 32-bit mode if installed.
Component
Version
State during install
Microsoft .NET Framework
2.0
Can be installed during Microsoft Dynamics AX 4.0 installation
Microsoft Windows Installer
3.0
Required
TABLE 2.5: SOFTWARE REQUIREMENTS NOTE: The Setup Wizard installs the U.S. English version of the Microsoft .NET Framework version 2.0. If an alternate language of the .NET Framework is needed, it can either be downloaded and instaledl beforeinstalling Microsoft Dynamics AX 4.0, or reinstalled in the language of choice after installing Microsoft Dynamics AX 4.0.
Application Object Server Requirements Table 2.6 lists hardware requirements for installing and running the Microsoft Dynamics AX 4.0 AOS. Table 2.7 lists the operating system requirements for the AOS computer. Table 2.8 show the software required for running for installing and running the Microsoft Dynamics AX 4.0 AOS. AOS Hardware
Minimum Requirements
This information was not available at the time of this writing
Check PartnerSource for latest information
TABLE 2.6: HARDWARE REQUIREMENTS
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 Operating System Requirements
Microsoft Windows Server 2003 R2, Standard Edition Windows Server 2003 R2, Web Edition Windows Server 2003 R2, Enterprise Edition Windows Server 2003 R2, Datacenter Edition Windows Server 2003 with Service Pack SP1 (SP1), Standard Edition Windows Server 2003 with Service Pack SP1 (SP1), Web Edition Windows Server 2003 with Service Pack SP1 (SP1), Enterprise Edition Windows Server 2003 with Service Pack SP1 (SP1), Datacenter Edition Microsoft Windows Small Business Server 2003, Standard Edition TABLE 2.7: OPERATING SYSTEM REQUIREMENTS NOTE: Microsoft supports installing Microsoft Dynamics AX 4.0 on the 64-bit versions of the operating systems listed, but runs in 32-bit mode if installed.
Component
Version
State during install
Microsoft Data Access Components (MDAC)
2.8.1022.3
Must be present before installation
Microsoft® Internet Explorer
6.0 SP2
Must be present before installation
Microsoft .NET Framework
2.0
Can be installed during Microsoft Dynamics AX 4.0 installation
Microsoft Windows Installer
3.0
Required
TABLE 2.8: SOFTWARE REQUIREMENTS
The computer that is running the AOS must also have access to computers in the same domain running only one of the following: •
SQL Server 2005, Standard or Enterprise editions
•
SQL Server 2000, Enterprise edition with SP4
To support alerts in Microsoft Dynamics AX 4.0, the system must have access to an SMTP (Simple Mail Transfer Protocol) server.
Database Server Requirements Every Microsoft Dynamics AX 4.0 installation requires a database server where all the system and application data is stored. There may be multiple AOS computers and multiple clients, but they all rely on the resources provided by the database server. Because of such high database server usage, and for optimal performance, Microsoft Dynamics recommends dedicating a computer specifically for the database server. Microsoft Dynamics AX 4.0 uses Microsoft SQL Server as its database system.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install The following tables list the database server. Table 2.9 lists software requirements for installing and running the SQL Server on Microsoft Dynamics AX 4.0. Table 2.10 lists the supported SQL Server versions. Component Microsoft Data Access Components (MDAC)
Version
State during install
2.8.1022.3
Must be present before installation
TABLE 2.9: SOFTWARE REQUIREMENTS
Microsoft SQL Server Versions Supported Microsoft Dynamics AX 4.0 supports the following versions of SQL Server. Use the Database version chart to determine which versions support reporting functionality by default. Implementers can find the minimum hardware and operating system requirements for the choosen version on the SQL Server website. Database version
Microsoft SQL Server 2005, Enterprise Edition, SP1 or later Microsoft SQL Server 2005, Standard Edition, SP1 or later Microsoft SQL Server 2000, Enterprise Edition, SP4 or later Microsoft SQL Server 2000, Standard Edition, SP4 or later (Demo only, no reporting support) TABLE 2.10: SUPPORTED SQL SERVER VERSIONS NOTE: Microsoft supports installing Microsoft Dynamics AX 4.0 on the 64-bit versions of the operating systems listed, but runs in 32-bit mode if installed.
Supported Collations Microsoft Dynamics AX 4.0 supports Unicode collations. The requirements for the Unicode collation are that the collation must: •
Be case-insensitive
•
Match the Microsoft Windows locale of the computers running instances of Application Object Server (AOS).
The recommendation is that if implementers set up a new Microsoft Dynamics AX 4.0 installation, they choose a Windows collation, rather than an SQL collation. Choosing a case-sensitive collation will cause errors in Microsoft Dynamics AX 4.0. For more information about choosing a collation for an SQL Server database, refer to the SQL Server documentation. Oracle Database versions supported Microsoft Dynamics AX 4.0 supports Oracle Database 10g.
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 Authentication requirements •
Microsoft Dynamics AX 4.0 requires that the database use Windows Authentication to authenticate users.
•
For Oracle, the Windows native authentication adapter must be installed and configured. See the Oracle 10g documentation for details.
Other Requirements The computer running the Microsoft Dynamics AX 4.0 database server must have access to computers in the same domain that are running: •
Active Directory configured in native mode.
•
SQL Server 2005 Reporting Services, to support reporting functionality.
•
SQL Server 2000 Analysis Services, SP4 or later, or SQL Server 2005 Analysis Services, to support analysis functionality.
File Server Requirements Implementers may place the Microsoft Dynamics AX 4.0 application files on any Windows-based computer. There are no minimum requirements identified for this computer, but it must be equipped with a fast network connection and fast hard drives for optimal performance. The computer must also be part of a domain with access to computers in the same Active Directory domain running Active Directory configured in native mode. NOTE: The share where the application files are installed cannot be configured as a Distributed File System (DFS).
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
RAID Subsystems With an ERP system like Microsoft Dynamics AX 4.0, the database server generally stores a very large amount of important data for the business. If this data is unavailable for any length of time, the business could suffer significant financial losses. One of the most important aspects of fine tuning a database server for optimal performance is driving subsystem performance. To accomplish this goal we use Redundant Array of Independent Disks (RAID). Briefly, this refers to a group of two or more disks managed as a single unit to store the data along with additional, or redundant, information to provide recovery in the event of a disk failure. Usually a failed disk in a RAID system can be replaced while the server is still running. This is a benefit of RAID. NOTE: Further information on RAID can be found by searching the Web.
Read/Write Performance − Hardware RAID controllers divide read/writes of all data from Windows and applications such as Microsoft SQL Server into slices (usually 16 KB − 128 KB) that are spread across all disks participating in the RAID array. Splitting data across physical drives distributes the read/write I/O workload evenly across all physical hard disk drives participating in the RAID array. This increases disk I/O performance because the disks participating in the RAID array are all kept equally busy, instead of some disks becoming a bottleneck due to uneven distribution of I/O requests. Fault Tolerance − RAID provides protection from hard disk failure and accompanying data loss with two methods: mirroring and parity. There are many types of RAID configurations; each is called a RAID Level. Fortunately for us, there are only a few RAID levels commonly used with Microsoft Dynamics AX 4.0. We are now going to look at those that might be choosen for a Microsoft Dynamics AX 4.0 installation. RAID 0 (not recommended) is typically defined as a group of striped disk drives, without parity or data redundancy. RAID 0 arrays deliver the best data storage efficiency and performance of any array type.
FIGURE 2.9: RAID 0
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 RAID 1 is also known as disk mirroring, which is simply a pair of disk drives that store duplicate data, but appear to the computer as a single drive. All writes go to both drives of a mirrored pair, so that the information on the drives is kept identical. However, each individual drive can perform simultaneous, independent read operations. Mirroring thus doubles the read performance of a single nonmirrored drive, while the write performance is unchanged. RAID 1 delivers the best performance of any redundant array type.
FIGURE 2.10: RAID 1
RAID 5 is sometimes called a Rotating Parity Array. RAID 5 works by striping data and parity across all the drives. Typically RAID 5 arrays offer similar read performance as pure striping, though writes are slower since the parity information is updated every time. If one hard drive fails, it just needs to be replaced with a new one of equal or larger size and it rebuilds from the parity on the remaining drives.
FIGURE 2.11: RAID 5
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install RAID 0+1 is a dual-level RAID and achieves a balance between the increased data availability of RAID 1, mirroring, and the increased read performance of RAID 0, striping.
FIGURE 2.12: RAID 0+1
RAID systems may be software-based or hardware-based. Software- based RAIDs use the main CPU and Memory resources. NOTE: In all cases hardware-based RAID system should be used.
For maximum performance, configure the database server with a RAID 1 with 2 disks for the operating system and database software, a small RAID 0+1, with 4 disks or RAID 1 with 2 disks for database logs, and a larger RAID 0+1 for the main database files. To reduce cost, swap out the RAID 0+1 for a RAID 5 for the database files, but this results in slower performance.
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Naming Convention Since it is possible to have multiple applications, the naming convention is a very important aspect of any installation. A good practice is to use a name that clearly identifies the customer, version, and type of installation. The recommended name includes a short form of the customer name, the Microsoft Dynamics™ AX version, the service pack version, if used, and a code for the installation type, such as Live, Test, or Dev.
Example The GTM_AX40_Live name signifies that this is a live, or production installation of Microsoft Axapta 4.0 without any service packs for the Global Trade & Manufacturing customer. If there are service packs installed, then change the name to GTM_AX40_SPxx_Live. One of the reasons for a good naming convention is that the Microsoft Dynamics AX client or AOS configuration links the application object with the database. If the names are not clear, it is easy to accidentally set up a client to use development application objects and connect to a production database, which could result in lost or corrupted data. NOTE: Always use alphanumeric characters meaning a-z and 1-0. Do not use special characters like # & ( ) and so on. Do not use blank spaces in names or directories, use − (dash) or _ (underscore) instead.
Follow good naming conventions for the database, application, client, and instance names, as follows: Install Type
Core Roles
Good naming convention
Live Environment
Database Name Application Name AOS Name Client Name
GPM_AX40_DB_Live GPM_AX40_APP_Live GPM_AX40_AOS_Live GPM_AX40_Client_Live
Test Environment
Database Name Application Name AOS Name Client Name
GPM_AX40_DB_Test GPM_AX40_APP_Test GPM_AX40_AOS_Test GPM_AX40_Client_Test
Development Database Name Environment Application Name AOS Name Client Name
GPM_AX40_DB_Dev GPM_AX40_APP_Dev GPM_AX40_AOS_Dev GPM_AX40_Client_Dev
TABLE 2.11: NAMING CONVENTIONS
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NOTE: Be aware of possible customer sensitivity in regard to using the company name as part of the naming convention. Be certain that the naming convention is decided upon in conjunction with company executives.
Staff Skills Review While a successful implementation requires specific hardware and software components, it also requires a skilled staff to plan and implement the project. Whether in-house personnel or hired consultants, the staff must possess expertise across various software areas. Some areas require greater proficiency and skill, while others require a general level of understanding.
Areas of Proficiency The areas in which the implementer must be proficient include the following: •
Windows 2003 Server
•
Microsoft Exchange 2000 or 2003
•
Active Directory
•
Domain Controllers
•
Domain Name Services
•
Networking
•
SQL Server 2000 or 2005
•
SQL Reporting Services
•
Visual Studio
•
Internet Information Services
•
SharePoint Services
•
.NET
•
Web Services
Critical Areas of Knowledge While it is difficult to know everything about all of the areas, there are a few areas of knowledge the implementer must possess to successfully install Microsoft Dynamics AX 4.0. These are areas where implementers must have greater proficiency and skill. The following is a summarized list of the topic areas: •
Windows 2003 Server
•
Windows XP Professional
•
Deployment Issues
•
Active Directory
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Installation & Configuration for Microsoft Dynamics™ AX 4.0 •
SQL Server 2000 or 2005
•
Networking
•
IIS
•
WSS (Enterprise Portal)
Windows 2003 Server At minimum, implementers must be proficient in the following Windows 2003 Server areas: •
Security features and requirements
•
Availability and scalability features
Deployment Issues At minimum, implementers must be proficient in the following deployment areas: •
The different variations of domain topology and placement of servers and users supported with Microsoft Dynamics AX 4.0.
•
The customer's hardware requirements based on: – – – – – –
Number of Users Number of concurrent users Amount of downtime the customer will tolerate Response time required from the servers Amount of data expected to be created Customer's budget
Active Directory At minimum, implementers must be proficient in the following Active Directory areas: •
Microsoft Dynamics AX 4.0 components must be installed within the same domain.
•
Active Directory system administration functions including user creation and group membership. During installation, the implementer must set up user accounts and apply the correct permissions.
SQL Server At minimum, implementers must be proficient in the following SQL Server areas: •
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Install SQL server, set up a database maintenance plan, create indexes, and create jobs.
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Chapter 2: Planning Microsoft Dynamics AX 4.0 Install •
Move SQL Logs to a different drive.
•
Select an appropriate RAID configuration.
•
Recommend a backup strategy to protect the customer's data.
Networking At minimum, implementers must be proficient in the following Network areas: •
Troubleshoot networking issues related to latency and bandwidth.
•
Troubleshoot network connectivity issues.
•
Identify networking hardware and how they interrelate with each other and Microsoft Dynamics AX 4.0.
Test Your Knowledge − Staff Skills Review What are the critical topic areas for installing Microsoft Dynamics AX 4.0?
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Installation & Configuration for Microsoft Dynamics™ AX 4.0
Conclusion A successful implementation of Microsoft Dynamics AX 4.0 depends on proper preparation. When a company ensures its readiness for the Microsoft Dynamics AX 4.0 installation, it allows the rest of the implementation to be a more straightforward process. To prepare for a successful implementation, companies must ensure that: The network infrastructure will handle the increased network traffic and deliver reliable network connections for the Microsoft Dynamics AX 4.0 components. The company's hardware and software is compatible with Microsoft Dynamics AX 4.0 components for the best interaction and least trouble. The staff's skills are appropriate to use and manage Microsoft Dynamics AX 4.0 components and modules. After the preparation steps are complete, the implementer can move on to installing Microsoft Dynamics AX 4.0. The section titled "Installing a Core System," takes a step-by-step approach to installing the core Microsoft Dynamics AX 4.0 components.
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Microsoft Official Training Materials for Microsoft Dynamics ™ Your use of this content is subject to your current services agreement
Chapter 2: Planning Microsoft Dynamics AX 4.0 Install
Quick Interaction: Lessons Learned Take a moment and write down three Key Points you have learned from this chapter: 1.
2.
3.
Microsoft Official Training Materials for Microsoft Dynamics ™ Your use of this content is subject to your current services agreement
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Installation & Configuration for Microsoft Dynamics™ AX 4.0
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Microsoft Official Training Materials for Microsoft Dynamics ™ Your use of this content is subject to your current services agreement
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