nyteknikimicrosoftdynamicsax 4.0(axapta)
TRANSCRIPT
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Johan OlssonMicrosoft AB
Microsoft Dynamics - Innovations
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IntroductionMicrosoft Dynamics ERP content
• Module 1 Dynamics Application Platform• Module 2: Look & Feel AX 4.0• Module 3: What’s new in AX 4.0 technical• Module 4 Q and A
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Enhanced user
experience
Workflow & process-centric
design
“Best of” application
functionality
Simple, model driven development & customization
Role-based user experience
Office server portals and
collaboration
SQL contextual business
intelligence (BI)
Easy integration& extensibility via
web services
DemonstrationMicrosoft Dynamics Roadmap
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Portals and Portals and CollaborationCollaboration
Contextual Contextual Business Intelligence Business Intelligence Role-Based Role-Based
User ExperienceUser Experience
WebWebServicesServices
• Role-based User Experience
• Portals and Collaboration
• Contextual Business Intelligence
• Web Service-based Composition and Integration
DemonstrationReliability: Microsoft Dynamics Roadmap
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SQL Server GenerationsHistory of Innovation
SQL Server 7.0
SQL Server 2005
SQL Server 2000
• Lowest TCO• Automatic Tuning
• Reliability & Security• Integrated Business Intelligence
High availabilityHigh availability SecuritySecurity Developer Developer
productivityproductivity Native XMLNative XML First to include First to include
Enterprise ETL & Enterprise ETL & Deep Data MiningDeep Data Mining
Performance, Performance, scalability focusscalability focus
XML supportXML support First to include First to include
NotificationNotification First to include First to include
Data Mining & Data Mining & ReportingReporting
Re-architecture of Re-architecture of relational serverrelational server
Extensive auto Extensive auto resource resource managementmanagement
First to include First to include OLAP & ETLOLAP & ETL
Cross-release objectives
SQL Server 6.0/6.5
Differentiation Differentiation from Sybase SQL from Sybase SQL ServerServer
Windows Windows integration integration
First to include First to include ReplicationReplication
1st Generation 2nd Generation 3rd Generation
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Data acquisition Data acquisition from source from source systems and systems and integrationintegration
Data Data transformation transformation and synthesisand synthesis
Data enrichment, Data enrichment, with business with business logic, hierarchical logic, hierarchical viewsviews
Data discovery Data discovery via data miningvia data mining
Data Data presentation presentation and distributionand distribution
Data access Data access for everyonefor everyone
IntegrateIntegrate AnalyzeAnalyze ReportReport
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SQL Server CatalogSQL Server Catalog
Report ServerReport Server
XML Web Service InterfaceXML Web Service Interface
Report ProcessingReport Processing
Scheduling & DeliveryScheduling & Delivery
Delivery Targets(E-mail, SharePoint,
Custom)
RenderingRendering
Output Formats (HTML, Excel, PDF, Custom)
Data ProcessingData Processing
Data Sources(SQL, OLE DB, XML/A, ODBC, Oracle, Custom)
SecuritySecurity
Security Services(NT, Passport,
Custom)
Office Custom ApplicationBrowser
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Q and A
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel
– Menu– Forms– Reports– Security– Integration– Interfaces– Cool Stuff
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Menu
• Navigation Pane– New Menu structure (Microsoft Office
Look and Feel)– Structure can be modified
• Favorites Pane– instead of user menu’s– Can be modified
• Task Pane– Global Search (data crawler)
• Online help file– Integration with External help file
(.chm)• Microsoft HTML Help 1.4 SDK
• Workspaces
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Forms
• Sorting • Searching:
– Filter by Grid– Filter by Selection– Filter by Field
• Format – Move– Hide– Rename– Add fields
• What’s this (.CHM)• Templates• Print wizard
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Alerts Global Search (data crawler)
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Reporting
• Microsoft Dynamics AX Internal Report Generator– Output options: Print, Fax, E-mail, File..– Print wizard– Integrated Security– Report hyperlinks
• SQL 2005 Reporting Services– Integration– Reports shown trough Report Manager
• SQL 2005 Analysis services– OLAP Cubes
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Creating and Running Ad-hoc Reports
Demo shows how Report Builder is Demo shows how Report Builder is invoked and used with models invoked and used with models generated by Microsoft Dynamics generated by Microsoft Dynamics AX.AX.
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Integration
• Office – Copy and Paste to Excel– Document management
• Word integration• Excel Integration
– CRM• Outlook integration
– Visio integration• Technical documentation
• Active Directory integration HRM / Security• OLAP (SQL 2005 Analysis Services)• SQL 2005 Reporting Services• Application Integration Framework
– InfoPath / Web-services Wizard• RFID
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Trust Worhty Computing (TWC) pillars
Business Practice- SharePoint,- Reporting services, - .CHM files
Reliability- Upgradeability- Office GUI- Dev Guide: Cookbook- Version Control
Privacy- User group setup - Record level Security- New Outlook integration
Security- Active Directory Integration- Mandatory 3 tier- AX Code security- Batch Server bound framework- Database log & Audit trail
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Web interfaces
2 different interfaces for 2 different purposes
Windows client• All functionality• Some users
Web client• Some functionality• All users
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Cool Stuff
- Be careful with showing:- Balance scorecard- Shop floor control registration- Tutorial Free Form- Tutorial Tetris- Snap Ins
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What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Cool Stuff
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Q and A
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What’s new in Microsoft Dynamics AX 4.0Technical overview
• General• Alerts• Development• Installation and Setup• Business intelligence• Enterprise portal framework• Business connector• Application integration framework
• Upgrade tool
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What’s new in Microsoft Dynamics AX 4.0Demonstration
• General– Adjusting Navigation Pane and Favorites– Global Search Setup– External Help files– Trustworthy computing– Unicode– Integration
• Active directory / Windows authentication logon• SQL 2005 Server (SQL Reporting Services,
Analysis Services Unicode support)• Sharepoint Portal Services• RFID Infrastructure
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Enterprise Portal
Demo shows how we use WSS with Demo shows how we use WSS with in Microsoft Dynamics AX.in Microsoft Dynamics AX.
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What’s new in Microsoft Dynamics AX 4.0Demonstration
• Alerts (Business Activity Monitoring)– Based on Due dates or database changes– Notification by popup or email– With hyperlink to ether the alert or the source
• Development environment– Version Control management system
• Integrated with Visual Source Safe 2005 server• Procedure
– Check out objects and labels– Check in objects and labels
– Reverse engineering (Visio integration)– New debugger (.Net standards)– Common Language Runtime Interoperability (CLR
Interop)• Access to .Net assemblies
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CLR Interop and Reverse engineering (Visio integration)
Demo shows how we use CLR Demo shows how we use CLR Interop to execute manages code Interop to execute manages code with in Microsoft Dynamics AX.with in Microsoft Dynamics AX.
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What’s new in Microsoft Dynamics AX 4.0Demonstration• Installation and setup
– Removal of 2-tier, Thick client, web deployment– Integration with Active directory– Database improvements
• Index management • Better language support by using Unicode• RECid changes
– Ax 3.0: 4,294,967,296 – Ax 4.0: 18,446,744,073,709,551,615
• Optimistic concurrency– Application File Server
• No copy of application folders Anymore• Instead AOS manages applications
– AOS Improvements• Loadbalancing using NLB• AOS is true windows service• Improved communication between client en server
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Session Management
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What’s new in Microsoft Dynamics AX 4.0Demonstration
• Business Intelligence– Integration with SQL 2005 Reporting services
• Using a Semantic Data Model (buidl in AOT)– Native Reporting Engine Enhancements
• Print drill down– Primary Links– Secondary Links
– OLAP• Enhanced security
• Enterprise Portal Framework– Fully integrated with Sharepoint services
• Sharepoint Web authoring experience• Better personalisation• Integrated collaboration and content management• Integrated Document Management• Web framework opened up to existing portals
– Based on .Net Business Connector
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What’s new in Microsoft Dynamics AX 4.0Demonstration
• Business connector– .NET BC Replacing the Ax 3.0 com-connector– More stable / faster– All applications using the com connector need to be
updated:• COM connecter interface adjustments
• Fit to Windows Authentication
• Application Integration Framework– Documents based integration (B2B / A2A)– Web services (Intranet use)– Extra- / Intranet use need extra security
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•Integration Technology for the Next Release of Microsoft Dynamics AX
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Application Integration Framework (AIF)• New XML based integration framework
– Business-to-Business (B2B) collaboration– Application-to-Application (A2A / EAI) integration
• Document-oriented interfaces• Extensible X++ framework
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Transaction Types
• Adapters (File System, MSMQ, BTS, WS)– Send Documents– Receive and Create Documents– Respond to Read Requests
• Web Service Interface– Request Documents from Axapta– Submit Documents to be created in Axapta
• Note: Update and delete is not supported out-of-the-box in this release
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Configuring the AIF
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Axd<Document> Query<?xml version="1.0" encoding="utf-16"?><SalesOrder xmlns="http://schemas.microsoft.com/dynamics/"> <DocPurpose>Original</DocPurpose> <SenderId>dmo</SenderId>
<SalesTable class="entity"><CaseTagging>No</CaseTagging><CovStatus>1</CovStatus><CurrencyCode>EUR</CurrencyCode><CustAccount>4020</CustAccount>
<SalesLine class="entity"> <Blocked>No</Blocked> <CaseTagging>No</CaseTagging> <Complete>No</Complete> <CurrencyCode>EUR</CurrencyCode> ...
<InventDim class="entity"> ... </InventDim>
</SalesLine>
<DocuRefHeader class="entity"> ... </DocuRefHeader><DocuRefHeader class="entity"> ... </DocuRefHeader>
</SalesTable></SalesOrder>
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Creating a Web Service
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Dynamics AX Web Services• Standards
– WS-I Basic profile 1.1 compliant– XSD version 1.1– WSDL version 1.1– SOAP version 1.1 and 1.2
• One web service per document class• One method per action• Consumed in
– InfoPath– Visual Studio– Other applications and custom clients
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What’s new in Microsoft Dynamics AX 4.0Upgrade tool
1. It has a detailed process oriented documentation
2. It has a checklist that helps you control the whole upgrade process
3. It has TWC Implemented4. Strong focus on performance5. Pre-upgrade of Unicode6. Documentation of data upgrade jobs7. Build on top of a new module oriented
architecture
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What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Implementation guide
• A detailed process oriented documentation!
• Step by step guidance– Before you begin– Code upgrade– Data upgrade– Production upgrade
Code upgrade
Production
upgradeData
upgrade
Production environment
Test environment
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What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Pre Data Upgrade
– Working on two db’s
– Insert information in current 3.0 data base• PrivateProject_LeftJustified.
xpo• PrivateProject_UpgradeColu
mnList.xpo
– Execute the Pre-data upgrade tool
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What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Synchronize
– Working on one db
– Mark obsolete data to be deleted data
– Executing jobs - Delete obsolete data, allow duplicates during synchronize
– Change the data base– Executing jobs - Move
data
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What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Synchronization Process
• Executing jobs using the standard batch server
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Upgrade paths• Major version and Service Pack go through the
same upgrade process– Cannot skip a major version– Major versions are 1.0, 1.5, 2.0, 2.1, 2.5, 3.0, 4.0– e.g., no direct upgrade path from 2.5 to 4.0
2.5 4.03.0SP1 SPx... SP1 ... SP4 SP1 ... SPx
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What’s new in Microsoft Dynamics AX 4.0How does Microsoft help you?
On the CD– Hands on Labs– Demo Scripts– Video’s– Laymans Spec’s
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PreparationHow does Microsoft help you?
• Technical Demonstration Toolkit• Rapid configuration Toolkit
• Microsoft Dynamics AX Sales Prototypehttps://mbs.microsoft.com/partnersource/sales/salestools/demos/axaptasalesprototype.htm/
• Microsoft Dynamics AX Demoservers.comhttps://axapta.demoservers.com/?o=null&t=partner/register
• On CD– Microsoft Dynamics AX Sales Prototype– Axapta Tools overview PPT– Microsoft Dynamics AX_Tools and Collateral Overview doc– Telephone Pre Sales Tech Support.pdf
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QualifyHow does Microsoft help you?
• Partnersource/sales & marketing/competitive information.https://mbs.microsoft.com/partnersource/sales/marketing/competitiveinformation/
• Positioning guideshttps://mbs.microsoft.com/partnersource/products/axapta/sales/salestools/positioningguides/
• Solution Finderhttp://www.microsoft.com/dynamics/solutionfinder.mspx/
• Partner Channel Builder: http://partner.microsoft.com/global/40010230/
• Partnersource / solutions / Axapta / industry builder linkhttps://mbs.microsoft.com/partnersource/newsevents/events/webseminars/AX_IndBuilder_LiveMeetings.htm/
On CD– AX Competition PPT– MBS Q1 2006 Win Loss Trend Report– HQ ERP Roadshow– Microsoft Dynamics AX 4.0 fact sheets– AX Industry Builder Q&A– Draft pricelist & supplement for AX 4.0– Industry Builder Initiative video
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DemonstrationHow does Microsoft help you?
• Customer storieshttp://www.microsoft.com/BusinessSolutions/casestudies_axapta.mspx
• Strategy and roadmaphttps://mbs.microsoft.com/partnersource/resources/strategy/
• GotDotNet http://www.gotdotnet.com/default.aspx?lc=1033/
• On CD- Master slide decks 4.0- Nucleus ROI- BDM (Business decision maker)- Microsoft Dynamics AX Snap Ins
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Scoping & quotation How does Microsoft help you?
• Microsoft Dynamics Technical Presales Advisory Group (TPAG)
https://mbs.microsoft.com/partnersource/communities/consulting/mbsconsultingservices/tpag.htm?printpage=false/
• Microsoft Consulting Services (MCS)https://mbs.microsoft.com/partnersource/documents/partnernewsitems/mbs_consulting_announce_0702.htm?printpage=false/
• On DVD– Hardware sizing guide for less then 100 users– Hardware sizing guide for less then 250 users– Price list– Fact sheets
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.