install and configure a microsoft dynamics ax enterprise portal server.doc

8/10/2019 Install and Configure a Microsoft Dynamics AX Enterprise Portal server.doc

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Installing and ConfguringMicrosot Dynamics AX EnterprisePortal

White Paper

This document describes ho to install and confgureMicrosot Dynamics AX Enterprise Portal !"# or MicrosotWindos $harePoint $er%ices &"# and Microsot '(ce$harePoint $er%er"

Date) *une+ ,##-


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Contents

Introduction 4

Recommendations 4

Create the Business Connector Proxy account in ActiveDirectory 4

Install Internet Information Services5

Enable A$P".ET ,"#/

Prepare SQ Server 5

Confgure $01 $er%er ,##/ /

Confgure $01 $er%er ,### ith $P! 2

Install and con!"ure #indo$s SharePoint Services or%&ce SharePoint Server '

Con!"ure ASP()*+ ,

Add the Business Connector proxy account to the

appropriate #indo$s "roups -Con!"ure IIS for *nterprise Portal -

Install *nterprise Portal .

Con!"ure and Deploy *nterprise Portal /0

Create an *nterprise Portal site/0

*na1le internal users to access the site //

3ser enlistment 44

3ser relations 44

3ser groups4,

2erify access /3

*na1le external users to access the site /3

$et up your Internet5acing topology or e6ternal users 4&

$et up a traditional perimeter netor7 or Enterprise Portal 4&

E6ternal user enlistment ,#

I.$TA11 A.D C'.8I93:E A MIC:'$'8T D;.AMIC$ E.TE:P:I$E P':TA1 $E:


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E6ternal user relations ,#

3ser groups,#

2erify security and access 3/

Appendix A +rou1leshootin" *nterprise Portal 33

Appendix B Con!"ure document mana"ement for*nterprise Portal 35

$peciy hich documents to include in the list o latest documents ,/

Confgure document types and categories ,2

Appendix C Set up transaction summaries for

*nterprise Portal 3'Confgure transaction summaries ,2

Appendix D Administer product "roups 3,

$et up product groups ,-

$etting up product group and item presentations ,=

$et up product group or item presentations ,=

Appendix * Set up search for *nterprise Portal 3.

$et up the search inde6es ,>

Enable search or $01 $er%er and Windos $harePoint $er%ices

Appendix A1out *nterprise Portal roles and user"roups 6/

:oles and corresponding user groups &4

Employee role &,

$ales role &,

Consultant role &&


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Install Internet Information Services

Internet Inormation $er%ices ?II$@ is the Web platorm that hosts MicrosotWindos$harePoint$er%ices ?W$$@ and Enterprise Portal" I you do not install II$+ you can not

install W$$ or Enterprise Portal"

/( Clic7Start+ clic7Control Panel+ clic7Add or Remove Pro"rams+ and then clic7

Add7Remove #indo$s Components"

3( $elect Application server+ and then clic7 Details"

6( $elect ASP()*+?and 7eep all other deault selections@"

4( $elect Internet Information Services 8IIS9+ and then clic7 Details"

5(


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Con!"ure SQ Server 3000 $ith SP4

1. 'n the computer that is running $01 $er%er ,### ith $P!+ open Enterprise Manager

?StartG All Pro"ramsG SQ ServerG *nterprise =ana"er@"

#. In Enterprise Manager+ e6pand =icrosoft SQ Servers+ and then e6pand SQServer >roup"

3. :ight5clic7 the $01 $er%er+ and then clic7 Properties"

4. 'n the Securitytab+ in the Authenticationsection+ select #indo$s only+ and then

clic7 %:"

$. In the let pane+ e6pand the Securitynode"

%. :ight5clic7 o"ins+ and then select )e$ lo"in"

&. In the o"in namebo6+ enter the name o the Business Connector pro6y as

domainuser name"

'. In the Default Data1aselist+ select the Microsot Dynamics AX database"

(. Clic7 Server Roles+ select d1creator+ and then clic7 %:"

Install and conure !indo"s SharePoint Services or#$ce SharePoint Server

This section describes ho to install and confgure Windos $harePoint $er%ices &"# and'(ce $harePoint $er%er" Windos $harePoint $er%ices &"# is a ree donload romMicrosot" I you intend to use $harePoint $er%er+ you must purchase a license"

Install #indo$s SharePoint Services or %&ce SharePoint Server? andrun the con!"uration $i@ard

4" I Windos $harePoint $er%ices ,"# is currently installed on your ser%er+ uninstall it" InControl Panel+ clic7 Add or Remove Pro"rams"

," 3ninstall II$+ and reinstall II$by using the procedure earlier in this document"

&" I you ha%e already installed a Microsot Dynamics AX client on this computer+ %eriythat the Ax63(exe(con!"fle e6ists in this location on your ser%er) K$ystem Dri%eKProgram 8ilesMicrosot Dynamics AX!#ClientBin" I the fle does not e6ist+ locateit on your Microsot Dynamics AX D


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," Clic7 theApplication =ana"ement tab"

&" 3nder Application Security+ clic7 Authentication Providers"

!" Clic7 Default" The *dit Authenticationpage opens"

/" 3nder IIS Authentication Settin"s+ %eriy that Inte"rated #indo$sauthenticationis selected+ and then select )+="

2" Clic7 Save"

-" Clic7 the %perationstab"

=" 3nder Security Con!"uration+ clic7 Service accounts+ and then clic7 #e1application pool"

>" In the #e1 Servicelist+ select #indo$s SharePoint Services #e1 Application"

4#" In the Application Poollist+ select SharePoint < -0+ and then select Con!"ura1le"

44" In the ser namebo6+ enter the BC pro6y username as domainusername"

4," Enter the BC pro6y passord+ and then clic7 %:"

4&" Clic7 Start+ clic7 Run+ type inetm"r+ and then press E.TE: to open InternetInormation $er%ices Manager"

4!" In the let pane+ e6pand the local computer+ e6pand Applications Pools+ right5clic7the SharePoint Central Admin 26pool+ and then clic7 Properties"

4/"Clic7 the Identitytab+ and then clic7 Con!"ura1le"

42" Enter the BC pro6y credentials as domainusername+ and then clic7 %:"

4-" At the command prompt+ typeiisreset 7noforce+ and then press Enter"

Confgure ASP.NET

;ou must ma7e the olloing confguration changes in the Web"confg fle so A$P".ET canproperly e6ecute reuests or Microsot Dynamics AX data using Enterprise Portal"Changes to the Web"confg fle ha%e been noted in 1oldont"

1. In a te6t editor li7e .otepad+ open the Web"confg fle" The fle is typically located in

the K$;$TEMD:I


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2" :ight5clic7 the $harePoint $er%ices application pool again+ and then select Recycle"

2erify that the #indo$s SharePoint Services sites are usin"ASP()*+ 3(0

4" In the let pane o II$ manager+ e6pand the #e1 sitesdirectory"

," :ight5clic7 the SharePoint -0site+ and then clic7 Properties"

&" Clic7 the ASP()*+tab"

!" In the ASP()et versionlist+ %eriy that v3(0(50,3,is selected" I it is not selected+

select it no"

Note*f you do not ha"e the o+tion to select v2.0.5.727, restart **S at the

command +rom+t, ty+e iisreset, and then +ress Enter-. After **S restarts, select

v2.0.50727in the ASP.NET versionlist.

/" Clic7 %:"

2" :epeat this process or the SharePoint Central Administration 6(0site"

-" At the command prompt+ type iisreset 7noforce+ and then press Enter"

Install %nterprise Portal

4" Insert the Microsot Dynamics AX D


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group permissions in Microsot Dynamics AX or see Appendi6 A) TroubleshootingEnterprise Portal"

%na&le external users to access the site

By deault+ only the administrator ho installed and deployed Enterprise Portal canaccess the site" To grant e6ternal users ?%endors+ customers+ or employees ho are notconnected to your netor7@ access to the site+ you must do the olloing)

4" $et up your Internet5acing topology or e6ternal users

," $et up a perimeter netor7 or Enterprise Portal ?a traditional perimeter netor7 isrecommended o%er a standard perimeter netor7@

&"


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%vervie$ of a traditional perimeter net$orE

A traditional perimeter netor7 contains to Acti%e Directory domain controllersseparated by freall de%ices in to distinct netor7s+ as shon in 8igure 4"

8igure 4) Traditional perimeter netor7

2he +erimeter netor contains the Enter+rise !ortal Web ser"er that is runnin *nternet*nformation Ser"ices %.) and a Microsoft Acti"e Directory5 directory ser"ices domaincontroller. 2he +erimeter domain controller contains any users ho are e6ternal to theorani7ation and ho re8uire Enter+rise !ortal access. 2hese users are set u+ in the

+erimeter domain controller as follos

E6ternal users ha"e no rihts in the internal domain.

E6ternal users cannot lo on locally.

E6ternal uses cannot access the netor.

2he internal netor contains a com+lete installation of Microsoft Dynamics AX,includin

An Acti"e Directory domain controller that contains all internal Microsoft

Dynamics AX users.

A database that stores Microsoft Dynamics AX data and a list of internal and

e6ternal Microsoft Dynamics AX users.

A Microsoft Dynamics AX A++lication Ob9ect Ser"er AOS-.

The internal domain controller has a one5ay trust ith the perimeter domain controller"A one5ay trust means that inormation that is sent by the internal domain controller istrusted+ but inormation that is sent by the perimeter domain controller is not trusted+hich enhances netor7 security by ensuring that the perimeter domain controller is notable to tell the internal domain controller hich users are internal to the domain or hichusers are administrators" I inormation that is sent by the perimeter domain as trusted+a malicious user might compromise the internal domain controller and thereby access

data in the internal domain"



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Settin" up a traditional perimeter net$orE

This section describes ho to confgure ports and a one5ay trust or a traditionalperimeter netor7 that supports Microsot Dynamics AX !"# Enterprise Portal"

Con!"ure ports

This section describes ho to confgure ports in the perimeter netor7 and the internalnetor7 so that users can access the appropriate Microsot Dynamics AX inormationthrough Enterprise Portal" Table 4 at the end o this section pro%ides a complete list oports and the associated direction+ connection+ and connection type inormation" 8igure ,describes hich ports are used hen processing a reuest or an Enterprise Portal Website"

8igure ,) A reuest or an Enterprise Portal page

A reuest is processed as ollos)

4" By deault+ the Enterprise Portal Web ser%er pic7s up the reuest rom the freallon TCP port =# ?or !!& i your Web ser%er is confgured or $ecure $oc7ets 1ayerU$$1V encryption@" The freall must+ thereore+ ha%e port =# or !!& open orincoming Internet reuests" All outbound tra(c is permitted+ hich means that allports are open or tra(c going rom the perimeter netor7 to the Internet"

," Ater the Web ser%er recei%es the reuest+ it sends the reuest to the perimeterdomain controller on 3DP port /& to %eriy i the user is an e6ternal or internaluser"

&" The perimeter domain controller and the internal domain controller communicateby using %arious ports+ as shon in Table 4 at the end o this section"

!" The perimeter domain controller identifes the user and then returns the reuestto the Web ser%er on 3DP port /&"

/" The Web ser%er authenticates the user and then sends the reuest to the A'$ser%er on TCP port ,-4," The Web ser%er and the A'$ ser%er communicate byusing the Business Connector pro6y account"

2" The A'$ ser%er communicates ith the Dynamics AX $01 $er%er database on port4!&&"



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-" Ater the A'$ retrie%es the necessary data rom the database+ it returns thereuest to the Web ser%er on TCP port ,-4,+ by deault"

=" The Web ser%er completes the reuest by sending the internal page as defned inthe 3ser :elations orm in Microsot Dynamics AX to port =# or !!&"

Table 4) Ports or a traditional perimeter netor7 to support Microsot Dynamics AX !"#Enterprise Portal

Port Direction Connection +ype )otes=# or !!&?bydeault@

InboundH'utbound

Perimeter freall to the EPWeb ser%er

TCP 'utbound Internal domain controller toperimeter domain controller

3DP .one

&=> Inbound Perimeter domain controllerto internal domain controller

3DP .one

.one 'utbound Internal domain controller toperimeter domain controller

3DPeualsdomain

.one

.one Inbound Perimeter domain controllerto internal domain controller

3DPeualsDomain

.one

I necessary+ use Telnet or .etmon to %eriy these ports" 8or more inormation aboutconfguring freall ports+ see o to confgure a freall or domains and trusts"

Con!"ure D)S

The olloing procedures describe ho to confgure your Domain .ame $ystem ?D.$@ tocreate a one5ay trust beteen the domain controllers in your netor7" 8or Enterprise

Portal+ the perimeter netor7 domain controller should trust the internal domain



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controller+ but the internal domain controller should not trust the perimeter domaincontroller"

To create the one5ay trust+ you must complete the olloing procedures)

1. :onfiure 7one transfers on both domain controllers#. :reate a secondary 7one on both domain controllers

3. :reate trust from the internal domain controller to the +erimeter domaincontroller

Con!"ure @one transfers on 1oth domain controllers

Complete this procedure to ensure that the domain controllers can communicate itheach other"

4" 1og on to the internal domain controller by using an account that is a member othe Domain Administrators group"

," 'pen D)S?$tart G Programs G Administrati%e Tools@"&" In the D.$ console+ e6pand the local name ser%er"

!" E6pand or$ard ooEup Fones+ right5clic7 the domain name+ and then clic7Properties"

/" Clic7 the Fone +ransferstab"

2" $elect Allo$ Fone +ransfers+ and then select %nly to the ollo$in" Servers"

-" Enter the IP address or the perimeter netor7 domain controller+ and then clic7Add"

=" Clic7 %:+ and then restart the D.$ ser%er"

:epeat this procedure or the perimeter domain controller"



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Create a secondary @one on 1oth domain controllers

Complete this procedure to ensure that the domain controllers 7no each othersJ 8ully0ualifed Domain .ame"

4" 1og on to the internal domain controller by using an account that is a member othe Domain Administrators group"

," 'pen D)S?$tart G Programs G Administrati%e Tools@"

&" In the D.$ console+ e6pand the local name ser%er"

!" :ight5clic7 or$ard ooEup Fones?clic7 )e$ Fone? and then clic7)ext"

/" 'n the Fone typepage+ select Secondary @one?and then clic7 )ext"

2" 'n the Fone )amepage+ enter the 8ully 0ualifed Domain .ame o the perimeternetor7+ and then clic7 )ext"

-" Enter the IP address or the perimeter domain controller+ and then clic7 )ext"

=" Clic7 inishto complete the iLard+ and then restart the D.$ ser%er"

:epeat this procedure or the perimeter domain controller"

Create trust from the internal domain controller to the perimeter domaincontroller

Complete this procedure to set up the one5ay trust"

4" 1og on to the perimeter domain controller by using an account that is a membero the Domain Administrators group"

," 'pen Active Directory Domains and +rusts?$tart G Programs GAdministrati%e Tools@"

&" In the console tree+ right5clic7 the domain name or the domain that you ant toadminister+ and then clic7 Properties"

!" Clic7 the +rusttab"

/" Clic7 )e$ +rust+ and then clic7 )ext"

2" 'n the +rust )amepage+ enter the 8ully 0ualifed Domain .ame or the internaldomain+ and then clic7 )ext"

-" $elect %ne #ay %ut"oin"?and then clic7 )ext"

=" $elect Both this domain and the speci!ed domain? andthen clic7 )ext"

>" Enter the domain administrator credentials or the internal domain+ select

Domain #ide Authentication?and then clic7 )ext"4#"Clic7 )exttice+ and then clic7Gesto confrm outgoing trust"

44"Clic7 inish"

Important) The II$ ser%er and the A'$ ser%er cannot communicate unless the II$ ser%ercan resol%e the A'$ IP address and name by using an 1Mosts fle.;ou must create an1Mosts fle to resol%e .etBI'$ names as described in the olloing section"

)ame resolution

Microsot Dynamics AX uses the :emote Procedure Call ?:PC@ to communicate ith theApplication 'bect $er%er ?A'$@" .etBI'$ is a reuirement o :PC" The II$ ser%er and theA'$ ser%er cannot communicate unless the II$ ser%er can resol%e the A'$ IP address and

name by using an 1Mosts fle"



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To resol%e the computer names)

4" Create an 1Mosts fle on the II$ ser%er in the perimeter netor7" 8or inormationabout ho to create this fle+ see o to Write an 1Mosts 8ile or Domain


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," 'n the %vervie$tab+ create ne users+ or clic7 Importto access the ActiveDirectory Import #i@ard"

)%+*) The E6ternal option on the 3sers orm is read5only" This option is automaticallyselected once Microsot Dynamics AX locates the user in the e6ternal domain

controller"

*xternal user relations

When you set user relations+ you)

$peciy the user type ?e6ternal@

Associate the user ith a Web site

Assign the user to a site group ?hich determines the userJs permissions oradding+ deleting+ or editing the Enterprise Portal site using $harePoint $er%ices@

To set user relations

1. 0rom a Microsoft Dynamics AX client, o+en the User relationsformAdministrationSetup User relations-.

#. On the Overviewtab, clic the Wiardbutton.

3. Complete the iLard to speciy user relations and thereby enable e6ternal users to

access the Enterprise Portal site"

ser "roups

Ater you ha%e added a user on the sersorm and specifed relations on the serrelationsorm in Microsot Dynamics AX+ you must add each user to a group" 9rouppermissions determine hat data a user sees on Enterprise Portal" I a user does notbelong to a group in Dynamics AX+ the user cannot access the Enterprise Portal site" I a

user is a member o a group+ but that group does not ha%e Enterprise Portal5specifcpermissions+ then the user might be able to access the site+ but they might not see data"

Dynamics AX automatically creates se%eral Enterprise Portal groups hen you run theEnterprise Portal Confguration iLard" Complete the olloing procedure to add eachuser to an Enterprise Portal group and thereby grant that user access to the site"

1. 0rom a Microsoft Dynamics AX client, o+en the Usersform Administration

Users-.

#. 'n the%vervie$tab+ select a user"

3. 'n the>roupstab+ select all the user groups in theRemainin" "roupslist that

correspond to the users Enterprise Portal roles"

8or more inormation about ho to determine hich user groups correspond to theusers Enterprise Portal roles+ see RAppendi6 8) About EP roles and user groupsS later

in this document"

4. Clic7 1E8T A::'W to mo%e the selected groups into the Selected "roupslist"

/" Press CT:1$ to sa%e changes"

'erify security and access

To %eriy the security o your Enterprise Portal en%ironment and you traditional perimeternetor7+ create a user in the perimeter domain controller+ and then confgure the user asan e6ternal user in Microsot Dynamics AX"



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Ater you create the e6ternal user+ access an Enterprise Portal e6ternal site ?or e6ample+a page li7e a uestionnaire that has been set up or e6ternal access@" The e6ternal usershould be able to access the e6ternal site"

.e6t+ try to access an internal Enterprise Portal site"


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Appendix A( )rou&leshootin %nterprise Portal

I the resolution or an EP problem is not ob%ious+ chec7 the Windos Application E%ent

+ and #SS;#P>Windos groups"

The II$ application pool identity or your $harePoint =# site uses the BusinessConnector pro6y ?see RConfgure II$ or $harePoint $er%ices and EPS earlier in thisdocument@"

That you are a member o the Admin group in Microsot Dynamics AX and amember o the Administrators group on the ser%er"

#hen you open the =ana"e *nterprise Portal Deployments form in=icrosoft Dynamics A? you receive the follo$in" error messa"eJClr o1Kect is not initiali@ed(L


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1. 3se Windos E6plorer to %eriy that the templates e6ist on the ser%er" By deault+ the

templates are stored in the olloing older) C)Inetpubrootpcatalog" I this

older does not e6ist+ EP as installed incorrectly" 3ninstall and reinstall EP"

#. I the templates are on the ser%er+ redeploy the Web site" 8rom a

Microsot Dynamics AX client on your EP ser%er+ open the Manage deployments orm?AdministrationG SetupG InternetG *nterprise PortalG =ana"e

deployment@"

3. Clear the Ena!ledchec7 bo6 or the %irtual ser%er" When you are prompted+ clic7;es

to remo%e the deployment"

4. $elect the Ena!ledchec7 bo6 or the %irtual ser%er" A message states that the Web

parts are deployed successully"

$. In Windows S"arePoint Administration+ clic7 the #reate a top$level We! Site

lin7+ and %eriy that EP templates are no in the templates list"

Gou receive the error messa"e? +he #e1 sitehttp77server7sites7site*name$as not created correctly( *xception)o ()*+ Business Connector session could 1e found(

The Business Connector might not be confgured correctly" To %eriy the confguration+ollo this procedure)

1. 'n the ser%er that runs II$ and hosts your EP site+ open the Microsot Dynamics AX

Confguration 3tility ?StartG Administrative ToolsG %i&roso't ()nami&s A*

#on'i+uration Utilit)@"

#. In the #on'i+uration tar+etlist+ clic7 ,usiness #onne&tor -non$intera&tive use

onl).

3. 'n the #onne&tiontab+ %eriy the ser%er name and the TCPHIP port" I the port is

blan7+ you can assume that the A'$ is running on port ,-4," To %eriy the actual porton the A'$ ser%er+ %ie Dynamics Inormation e%ents in the application e%ent log

ater the A'$ has started"

4. I it is necessary+ update the confguration+ or create a ne confguration ?clic7

%ana+eG #reate &on'i+uration@"

Gou receive the error messa"e? http77server7sites7site*name$as notcreated correctly( *xception +hread $as 1ein" a1orted(

This error occurs hen you are creating a ne+ top5le%el Web site in Windos $harePointAdministration" A connection times out ater you select the Microsot Dynamics AXtemplate" To resol%e this problem+ ollo these procedures)

Change the Connection time5out and ttp Yeep5Ali%e properties on the ser%er that

runs II$"

Change connection time5out properties in the Web"confg fle"

Chan"e the Connection time


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8or e6ample+ i the ser%er reuires up to ! minutes to create a ne site by using EP

templates+ speciy a %alue o ,!# seconds"

4. $elect *na1le M++P :eep


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Gou receive the error messa"e? An OO exception has occurred

Microsot Dynamics AX allos or one EP site per company"


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Appendix C( Set up transaction summaries for%nterprise Portal

To display any o the olloing transaction summaries in Web parts in EP+ you mustconfgured the transaction summary batch ob)

Purchase totals including uantity+ amount+ eight+ and %olume

Customer balances

In%entory on hand

rouplist+ select the batch group that you ha%e associated ith the

transaction summary ob+ and then clic7 %:"

The ob starts to process on the schedule that you defned"

Appendix D( Administer product roupsThe products in the in%entory table must be organiLed and fltered into product groupsbeore they can be presented in EP" The product groups are organiLed in a tree structureith to possible node types)

9roup node Z This node is used to hold item nodes and group nodes on a loer le%el

in the product group hierarchy"

Item node Z This node is used to hold the selected product items rom your in%entory"

Set up product "roups

1. 8rom a Microsot Dynamics AX Client+ open the Product groups orm ?Administration

G SetupG InternetG *nterprise PortalG !roduct catalo manaerG Product"roups@"



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#. To create a ne product group+ press CT:1." Then)

a. In the Product "roupfeld+ enter an identifer or the product group"

b. In the )amefeld+ enter a descripti%e name or the product group"

c. In the +ypelist+ select >roup nodeor Item node" The +opfeld indicates hether the product group is the top node in the hierarchy"

I it is a top node+ it is mar7ed ith a green chec7 mar7"

The Selectionfeld indicates hether a selection is made by using the 0uery tool

?a%ailable only hen the selected type is Item node@"

&" To create more product groups+ repeat step ,"

4. To add component groups to the >roupnode+ press CT:1.+ and select the product

group that you ant to include"

Important Component groups can be added to the loer pane only i >roupnode

is selected in the +ypelist or the product group that is selected in the upper pane"

Component groups that are added in the loer pane must be a%ailable as product

groups in the upper pane[ the list o a%ailable component groups consists o the

product groups in the upper pane"

$. I the selected product group in the upper pane is o the Item nodetype+ clic7

Select itemsto open the Item selectionorm"

This option can be selected only i Itemnode is selected in the +ypelist or the

selected product group"

%. In the Itemselection orm+ clic7 Select+ and select the items that you ant to

allocate to the selected Item node"

&. Clic7 %:to return to the Itemselectionorm+ and then clic7 %:to fnish selecting

items"

'. To create more product groups o the Itemnodetype+ repeat steps / through ="When you ha%e created all the necessary product groups+ assign each item node to a

group node"

Settin" up product "roup and item presentations

When a customer clic7s on a product group in EP+ a list o product items ithin that groupis presented" The te6t and the image or the product group appears abo%e the list oproducts"

When a customer clic7s on a product item+ the product is presented ith a picture+ asummary+ and a product description"

)ote The number o tabs in the loer pane change according to the Itemor the

Product "roupthat is selected in the +ypefeld"

I the Product "roupis selected in the +ypefeld+ to tabs are a%ailable)

+extand Ima"e"

I Itemis selected in the +ypefeld+ our tabs are a%ailable) Description+

Summary+ Product description+and Ima"e"

Set up product "roup or item presentations

1. 'pen the Presentations orm ?AdministrationG SetupG InternetG *nterprise

PortalG Product catalo" mana"er@"

#. In the +ypefeld list+ select either Product "roupor Item"



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3. In the an"ua"efeld+ select the language or the description+ i the %ersion supports

multiple languages"

4. 8or each tab in hich you can rite te6t+ clic7 *ditto begin adding or editing

inormation or the selected Product "roupor Item" ;ou can ormat the te6t in the

TM1 editor"

8or a Product group)

a. On the Te/ttab, clic Editto add or edit the headin for the +roduct rou+. 2he

headin a++ears hen a user selects a +roduct rou+.

b. *n the ,rie'descri+tion field, rite the headin that a++ears hen all the +roduct

rou+s are +resented on the first +ae. 2his headin a++ears before the headin

that is added on the Te/ttab.

c. On the Ima+etab, clic Appendto insert an imae.

d. *n the Add ima+eform, select hether you ant to a++end the imae to all

lanuaes or only the current one.

e. :lic O, and then locate the imae that you ant to add to the current node.

f. 0or an *tem

. On the (es&riptiontab, you can add or edit a descri+tion for each item. 2he

descri+tion a++ears on the (es&riptiontab of the Web +ae that shos item

information. *n the ,rie' des&riptionfield on the (es&riptiontab, you can add

or edit a headin, hich is dis+layed as a lin to additional item details, for each

item, hen all the items ithin a +roduct rou+ are dis+layed.

h. On the Summar)tab, you can add a summary. 2he summary a++ears ith the

brief descri+tion and on the Overviewtab of the Web +ae that shos item

information.

i. On the Produ&t des&riptiontab, you can add a more detailed descri+tion foreach item. 2he information a++ears underneath the descri+tion on the

(es&riptiontab of the Web +ae that shos item information.

9. On the Ima+etab, clic Appendto insert an imae.

. *n the Add ima+eform, select hether you ant to a++end the imae to all

lanuaes or only the current one.

l. :lic O, and then locate the imae that you ant to add to the current node.

/" 8ollo these processes or all the product groups and items"

)ote The supported image ormats on the Internet are 9I8 and *P9"

Appendix %( Set up search for %nterprise PortalBy using the $earch eature in EP+ users can search or Microsot Dynamics AX recordsand documents+ and they can list items that are stored in Windos $harePoint $er%ices+such as announcements and discussions"

To enable search or both Microsot Dynamics AX and Microsot Windos $harePointdocuments+ ensure that the olloing conditions are true)

The Microsot Dynamics AX search inde6es are confgured and enabled"

$earch is enabled or Microsot $01 $er%er and Microsot Windos $harePoint

$er%ices"

I both o these steps are not completed+ you recei%e mi6ed results" 8or e6ample+ i you

enable search or $01 $er%er and Windos $harePoint $er%ices+ but you do not set up



28/33


29/33

#. 'n the setup screen+ clic7 SQ Server 3000 Components+ and then clic7 Install

Data1ase Server"

The SQ Server 3000 Installation #i@ardopens"

3. 'n the #elcomescreen+ clic7 )ext"

4. 'n the Computer )amescreen+ select the computer type+ and then clic7 )ext"

$. 'n the Installation Selectionpanel+ select p"rade? remove? or add

components to an existin" instance of SQ Server+ and then clic7 )ext"

%. 'n the Instance )amepanel+ clear the Defaultchec7 bo6+ and then in the

Instance )amebo6+ select your instance o $01 $er%er or Windos $harePoint

$er%ices+ and then clic7 )ext"

&. $elect Add components to your existin" installation+ and then clic7 )ext"

'. 'n the Select Componentspanel+ in the Su1


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application"

$ales An internal role that is assigned inaddition to the employee role" The salesrepresentati%e role gi%es access to allsales5related unctionality+ such as salesorders+ customers+ and sales5relatedreports"

EPQEmpl

EPQInt

EPQ$ales

Consultant An internal role that is assigned inaddition to the employee role" Theconsultant role gi%es access to theunctionality in the proects module+ suchas hour registration"

EPQEmpl

EPQCons

EPQInt


31/33

$ales order) create+ edit+ and send ?mailHletter@

Customer) create and edit

Credit note) create+ update+ and send ?mailHletter@

Contact person) create+ edit+ and delete Prices) update price and discount

Product inormation) send ?mailHletter@

0uestionnaire) complete and analyLe

Alerts)


32/33


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The inormation contained in this document represents the current %ie o MicrosotCorporation on the issues discussed as o the date o publication" Because Microsot mustrespond to changing mar7et conditions+ this document should not be interpreted to be acommitment on the part o Microsot+ and Microsot cannot guarantee the accuracy o anyinormation presented ater the date o publication"

This White Paper is or inormational purposes only" MIC:'$'8T MAYE$ .' WA::A.TIE$+EXP:E$$+ IMP1IED+ ': $TAT3T':;+ A$ T' TE I.8':MATI'. I. TI$ D'C3ME.T"

Complying ith all applicable copyright las is the responsibility o the user" Without limitingthe rights under copyright+ no part o this document may be reproduced+ stored in orintroduced into a retrie%al system+ or transmitted in any orm or by any means ?electronic+mechanical+ photocopying+ recording+ or otherise@+ or or any purpose+ ithout the e6pressritten permission o Microsot Corporation"

Microsot may ha%e patents+ patent applications+ trademar7s+ copyrights+ or other intellectualproperty rights co%ering subect matter in this document" E6cept as e6pressly pro%ided in anyritten license agreement rom Microsot+ the urnishing o this document does not gi%e youany license to these patents+ trademar7s+ copyrights+ or other intellectual property"

\ ,##2 Microsot Corporation" All rights reser%ed"

Microsot+ Microsot Dynamics+ the Microsot Dynamics 1ogo+ Windos $harePoint $er%ices+ and$01 $er%er are either registered trademar7s or trademar7s o Microsot Corporation orMicrosot Dynamics in the 3nited $tates andHor other countries" MicrosotDynamics is asubsidiary o Microsot Corporation"

The inormation contained in this document represents the current %ie o Microsot

Corporation on the issues discussed as o the date o publication" Because Microsot mustrespond to changing mar7et conditions+ this document should not be interpreted to be acommitment on the part o Microsot+ and Microsot cannot guarantee the accuracy o anyinormation presented ater the date o publication"

This White Paper is or inormational purposes only" MIC:'$'8T MAYE$ .' WA::A.TIE$+EXP:E$$+ IMP1IED+ ': $TAT3T':;+ A$ T' TE I.8':MATI'. I. TI$ D'C3ME.T"

Complying ith all applicable copyright las is the responsibility o the user" Without limitingthe rights under copyright+ no part o this document may be reproduced+ stored in orintroduced into a retrie%al system+ or transmitted in any orm or by any means ?electronic+mechanical+ photocopying+ recording+ or otherise@+ or or any purpose+ ithout the e6pressritten permission o Microsot Corporation"

Microsot may ha%e patents+ patent applications+ trademar7s+ copyrights+ or other intellectual

property rights co%ering subect matter in this document" E6cept as e6pressly pro%ided in anyritten license agreement rom Microsot+ the urnishing o this document does not gi%e youany license to these patents+ trademar7s+ copyrights+ or other intellectual property"

\ ,##- Microsot Corporation" All rights reser%ed"

Microsot+ M$5D'$+ Windos+ Windos $er%er+ Windos

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