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Microsoft Dynamics AX Implementation Guide

Microsoft Dynamics AX Implementation Guide

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Microsoft Dynamics AX
Implementation Guide
Microsoft Dynamics AX Implementation Guide
i

The information contained in this document represents the current view of Microsoft Corporation on the issues
discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this
document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot
guarantee the accuracy of any information presented after the date of publication.

This documentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED,
OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.

Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under
copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or
transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for
any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights
covering subject matter in this document. Except as expressly provided in any written license agreement from
Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights,
or other intellectual property.

\u00a9 2007 Microsoft Corporation. All rights reserved.

Microsoft, the Microsoft Dynamics Logo,BizTalk, FRx, Microsoft Dynamics, Microsoft Installer, Internet Information
Services, SharePoint, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Visual Studio, Windows, and
Windows Server are either registered trademarks or trademarks of Microsoft Corporation, FRx Software
Corporation, or Microsoft Business Solutions ApS in the United States and/or other countries. Microsoft Business
Solutions ApS and FRx Software Corporation are subsidiaries of Microsoft Corporation. All other trademarks are
the property of their respective owners.

Microsoft Dynamics AX Implementation Guide
ii
Table of Contents
Quick start for installing or upgrading............................................................. 1
What's new in implementing Microsoft Dynamics AX................................ ....... 1

Preparing to install or upgrade ................................ ................................ .......... 2 Recommended methodology and processes ................................ ................... 2 Implementation methodology...................................................................... 3

Upgrade methodology................................ ................................ ............ 5
Flowchart: Upgrade methodology............................................................ 6
Before you begin upgrading ................................ ................................ .... 8
Application upgrade: how it works......................................................... 11
Application upgrade: examples ................................ ............................. 13
Data upgrade: how it works....................................................................... 16
Flowchart: Installation processes................................................................ 18
Flowchart: Configuring a core installation ................................ ......................... 27
Planning an implementation or upgrade ................................ ...................... 28
System topology recommendations....................................................... 28
Setting up a perimeter network.................................................................. 34
Planning hardware and software ................................ ........................... 37
Hardware and software requirements .................................................... 37
Hardware and performance....................................................................... 37
Planning security ................................ ................................ ................. 38
Security architecture ................................ ................................ ........... 39
Active Directory user topology.............................................................. 40
Infrastructure security considerations.................................................... 45
Application security considerations........................................................ 49
Maintaining privacy in Microsoft Dynamics AX................................ .............. 53
Planning data migration ................................ ................................ ............ 54
Planning reporting ................................ .................................................... 55

Planning maintenance and disaster recovery................................................. 59
Upgrading to Microsoft Dynamics AX................................................................ 62
Flowchart: Upgrade methodology................................................................ .... 63

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