Inventory Closing slow

May The below link lead you to solve Dynamics ax closing slowness issue by creating new indexes in the main tables used in the recalculation and closing process in Dynamics ax.

Inventory Closing slow:

Running AX report through batch job in AX2009 (batch printing)

Running batch report in AX2009 (batch printing)

Since the change of AX2009 batch framework, printing of report through batch can be done through two methods:
- Printing from server (to printer or file)
- Printing from client (the legacy batch processing)
Prerequisites: For both of the method, there're some mandatory setup:

1. Enable any of the AOS that you want to make it as batch AOS
   (Administration -> Setup -> Server configuration)
2. Create batch group for printing.
   Eg. One for client printing and one for server printing.
   (Administration -> Setup -> Batch groups)
3. Add the batch group created in #2 into the AOS enabled for batch processing (in #1)

complete article available here

Regular maintenance activities in Dynamics AX that affect performance

The following list describes some of the maintenance activities that we recommend that you perform regularly in your production environment:

• Defragment indexes – You can defragment indexes from either SQL Server Management Studio or the Intelligent Data Management Framework (IDMF).

• Update SQL Server statistics from SQL Server Management Studio – We recommend that you run both manual and automatic updates of statistics. Manual updates may become more important as the size of your database increases, because automatic updates are less likely to be completed on large data sets.

• Reduce the size of the database – You can use IDMF to keep the size of the production database small. A small database makes database operations more efficient. For example, you can delete or archive data that is not required in your production system.

Recalculation Error Dynamics AX 2009

while running inventory recalculation process, I got this error

“Cannot edit a record in stock transactions (InventTrans) An update
conflict occurred due to another user process deleting the record or changing
one or more fields in the record"

solution to avoid this error, go to AOT –> DataDictionary –> Tables ----> InventTrans

right click on table to display properties window then change OccEnabled property to No.

then resume recalculation again, it will work successfully.

Configuring the instance of SQL Server for Dynamics AX

Improve SQL performance lead us to optimize AX performance, this post is one of posts to achieve that

1- Configuring max degree of parallelism

The max degree of parallelism option is a setting that affects the entire instance of SQL Server. Microsoft Dynamics AX workloads generally perform better when intra-query parallelism is disabled. However, the upgrade process benefits from parallelism, as do activities that are used exclusively for batch jobs or maintenance. Use the following settings when the system performs maintenance activities or an upgrade:

· Before an upgrade to a new release of Microsoft Dynamics AX, or before a large number of maintenance or batch activities, set max degree of parallelism to the smallest of the following values:

· 8

· The number of physical processor cores

· The number of physical processor cores per non-uniform memory access (NUMA) node

· When the Microsoft Dynamics AX database is used in a production environment, set max degree of parallelism to 1.

Use the following statements to set the value of max degree of parallelism.

Examine the output from the second sp_configure 'max degree of parallelism' statement, and confirm that the value has been changed. In the following query, the first sp_configure 'max degree of parallelism' statement sets the value of max degree of parallelism to 1. The second sp_configure 'max degree of parallelism' statement returns a value of 1.

EXEC sp_configure 'show advanced options', 1;

RECONFIGURE;

GO

EXEC sp_configure 'max degree of parallelism', 1;

RECONFIGURE;

GO

EXEC sp_configure;

For more information, see max degree of parallelism Option. For general guidelines, see Knowledge base article 329204, General guidelines to use to configure the MAXDOP option. For tips from the SQL Server team, visit the SQL Server Relational Engine team's blog, SQL Server Engine Tips.

2- Configuring max server memory

SQL Server dynamically acquires and frees memory as required. Typically, an administrator does not have to specify how much memory is allocated to SQL Server. However, the max server memory option can be useful in some environments. Make sure that sufficient memory is available for the operation of Windows Server. For more information, see Configure SQL Server and storage settings, later in this topic.

If you find that the dynamic allocation of memory adversely affects the operation of Windows Server, adjust the value of max server memory based on the available random access memory (RAM). For more information, see Effects of min and max server memory.

3- Monitoring available memory

Make sure that sufficient memory is available for the operation of Windows Server. For example, make sure that you run a dedicated instance of SQL Server on a server that has at least 4 gigabytes (GB) of memory. If the available memory for the server drops below 500 megabytes (MB) for extended periods, the performance of the server may degrade.

Use the Memory: Available Mbytes performance counter for the Windows Server operating system to determine whether the available memory drops below 500 MB for extended periods. If the available memory drops below 500 MB frequently or for extended periods, we recommend that you reduce the max server memory setting for SQL Server or increase the physical memory of the server.

Detailed guidance about memory management is beyond the scope of this topic. For more information about how to monitor memory and troubleshoot performance issues, see the Windows Server and SQL Server documentation.

4- Allocating storage for tempdb

We recommend that you determine the total size of the data files and transaction log files that are required for the tempdb database, and that you set a specific value. Do not use automatic growth, or autogrow, setting for space management. Instead, use autogrow as a safety mechanism, so that tempdb can grow if tempdb files use the space that was originally allocated to them. Follow this process to determine the number and placement of data files.

· Determine the number of processors that are available to SQL Server. Unless you are using an affinity mask, this number is same as the total number of processors that you see on the Performance tab of Windows Task Manager. When hyperthreading is not enabled, each processor corresponds to a processor core. Affinity masks and processor cores are beyond the scope of this topic. For more information, see the Windows Server and SQL Server documentation.

· Based on performance testing of the OLTP workload for Microsoft Dynamics AX, we recommend that you maintain one tempdb data file per processor. For more information, see the performance benchmark reports on PartnerSource or CustomerSource.

· Isolate tempdb on dedicated storage, if you can. We recommend that you move the primary data file and log file for tempdb to high-speed storage, if high-speed storage is available. The Microsoft Dynamics AX database runs in read committed snapshot isolation (RCSI) mode. In RCSI mode, row versions are stored in tempdb. By creating multiple files for tempdb data, even if these files reside on the same storage device, you can improve the performance of tempdb operations.

· Determine the size of the tempdb data files and log files. You must create one primary data file and one log file. Determine how many additional, secondary data files you require for the tempdb data. For best results, create data files of equal size. The total number of data files must equal the total number of processor cores. The aggregate size of the primary data file and all other data files must equal the total data size that you determined for the tempdb database.

For more information, see Optimizing tempdb performance.

· Resize the primary data file and log file for tempdb. Move the primary data file and log file to dedicated storage, if dedicated storage is available. The primary tempdb data file cannot be moved while the instance of SQL Server is running. To complete the move, you must use an ALTER DATABASE statement and restart the instance of SQL Server. For more information, see ALTER DATABASE.

Note: The data files and transaction log files for tempdb can reside on the same storage device.

· If space is available on the drive where tempdb files are allocated, do not configure the autogrow property for data files and log files as a percentage. Instead, configure the autogrow property as a specific number of megabytes. If you can, configure the data files and log files to grow by 100 to 500 MB, depending on the available space. Monitor the data files, and when they grow, adjust the original allocation to prevent automatic growth later. If the autogrow property is configured in megabytes instead of as a percentage, the allocation of space is more predictable, and the chance of extremely small or large growth increments is reduced.

· Monitor the tempdb data files and log files to make sure that they are all sized correctly, and that all data files are of equal size. Use SQL Server Management Studio or a transact-SQL query to view the database properties. Verify that all the data files are of equal size, and that they have the same size as the value that you originally provided. If one or more files have grown, adjust the initial size of all files.

Tune data access settings [AX 2012]

You might want to tune the database settings for Microsoft Dynamics AX to improve performance. Settings that you can tune include connections, query settings for the use of literals, string functions, or hints, concurrency mode used for database changes, and the table and index options, such as table and index data compression, and index fill factor and sort in tempdb settings.

Before changing settings, you should trace the usage of your Microsoft Dynamics AX database to ensure that you have clear understanding of performance under the current settings.

Test all tuning changes before implementing them in a production environment. In a test or development environment, make a single change and then test your system's performance before making another change.

Tune connections

The following table lists common connection issues, and also some adjustments to try in the Server Configuration Utility.

Symptom	Adjustments to try
Queries that return a large number of rows execute slowly.	Increase the Maximum buffer size value in small increments. If this adjustment has worked, the number of round trips to the database, as measured in Performance Monitor by a decrease in the value of SQL Server statistics: batchrequestsPerSecond value. Stop increasing the value when the rate of improvement diminishes. You may also want to change the Maximum buffer size value if you receive an error similar to the following: The total, internal size of the records in your joined Select statement is 29374 bytes, but Microsoft Dynamics is by default performance-tuned not to exceed 27646 bytes. It is strongly recommended that you split your tables(s) into smaller units. Maximum buffer size refers to the size of buffer the kernel allocates for holding input/output data to and from SQL Server. The buffer can be used to hold more than one row of the entire result set for output binding, and it should be allocated large enough to hold at least one row. The buffer size needed for one row depends on the number of tables joined (exist join excluded) and the size of the aggregated table columns. When large numbers of joins are used, or wide tables, a customer may encounter the issue that the maximum buffer size is less than the space needed to hold one row of the result set. Due to the way the kernel handles data binding, the aggregated table column size is always the width of the entire table. Therefore, attempting to resolve the issue by limiting the field projection list does not help. You can fix the issue by rewriting the join, or by increasing the Maximum buffer size value. Because large joins and wide rows may lead to performance issues, we use this limit to catch performance issues and ask customers to rethink their joins.
Results for ad hoc queries are returned slowly	Verify that the appropriate indexes are in place.

Tune queries

If queries in the system are running slowly, you may want to change settings for literals, string functions, or hints.

Adjust the use of hints

In Microsoft Dynamics AX, you can allow developers to override the index selected by the query optimizer. In most situations, allowing the query optimizer to select an index for a query results in improved performance.

Changes in the use of hints

The following changes to hints have been made:

· The OPTION (FIRSTFAST) hint is applied by default for form data sources. It can be suppressed, or set to a specific value. Use of this option appends an OPTION (FAST) to the SQL Server query.

· OPTION( FAST) is now set to what we expect the number of rows to be returned to the database in a single roundtrip. This is based on maximum buffer size.

· FASTFORWARD cursors are used for all user queries unless the query is a full text search.

Change table and index options

Table and index options that can be changed from within Microsoft Dynamics AX include table compression settings, and index compression, fill factor, and sort in tempdb settings.

Data compression options

If you have appropriate hardware, we recommend that you set all tables and indexes to use page-level compression. Compression saves disk space and memory consumption, but increases CPU consumption.

When page-level compression has been set, expect between 10-15 percent additional CPU consumption.

If you are concerned about CPU consumption, we recommend that you start by setting the ten largest tables in your system to use table compression.

Use the guidance in the following resources to help you determine how or whether to compress your tables and indexes:

· SQL Server Books online: Creating Compressed Tables and Indexes

· SQLCat article: Data Compression: Strategy, Capacity Planning and Best Practices

· Database Engine team blog post: Compression Strategies.  

Fill factor options

We recommend that you not set the fill factor options (fill factor and pad index) for all indexes. Only set fill factor values on indexes that show rapid fragmentation, where fragmentation has a performance penalty. Adjusting fill factor can be important for tables that you want to retrieve sequential rows from, for example, sales line.

We recommend that you work with your database administrators to identify the tables to set this value for.

Sort in tempdb

We recommend that you not set the sort in tembdp options for all indexes. Only enable sort in tempdb for indexes that show rapid fragmentation, where fragmentation has a performance penalty.

We recommend that you work with your database administrators to identify the tables to set this value for.

To change table and index options

1. Click System administration > Periodic > Database > SQL administration. Select all tables, all indexes, or a specific table or index, and then click Table and index options.

2. Select the options to set, and then click Save.

The SQL statement that will be executed is displayed at the bottom of the form.

Important

The changes that you have made will not be applied unless you specify that they should be applied by using the SQL administration form. To turn off data compression, click Enable compression, click None for the type of compression, and then close the Select table and index options form, and then click Apply compression in the SQL administration form.

3. To apply changes in the SQL administration form:

o For tables, click Table actions, and then click Apply compression.

o For indexes, click Index actions, and then click Reindex.

Change the concurrency mode

Concurrency mode settings enable you to reduce locking conflicts in your system. Set concurrency mode settings only at the table or statement level, not throughout your Microsoft Dynamics AX program.

Optimistic concurrency

An optimistic concurrency strategy does not lock data when the data is retrieved from the database for future modification. Therefore, no locks are held while filters and other business logic are being applied. Data is locked only when an update is performed. If any data has been changed by another transaction between the time of the retrieval and the time of the update, the change is detected and an Infolog exception is displayed.

Pessimistic concurrency

A pessimistic concurrency strategy uses an update lock to lock data when the data is retrieved from the database for future modification. Locks are held while filters and other business logic are being applied, in addition to being held during an update. Data cannot be changed by other transactions.

Acquiring an update lock for a large volume of rows increases the lock escalation from row level to table level in SQL Server. This can block other users and reduce transaction throughput.

Table-level concurrency settings

If the global concurrency mode is set to Optimistic concurrency mode enabled per table, table-level control of concurrency settings is available using the OccEnabled property.

Runtime update options

If you are encountering many update errors, you may want to use the runtime update options to help troubleshoot. These options are intended for temporary use only, as they might significantly slow performance.

Use Writes all UPDATE conflict exceptions to the log to write all update conflict exceptions to the log.

Use Update record version automatically to have Microsoft Dynamics AX search in memory for the recordID every time that that a record is updated, and then change the update values in all instances of the record.

If you have a table set to optimistic concurrency, and you are experiencing optimistic concurrency violations that affect the performance of the transactions that use the table, then first set the Writes all UPDATE conflict exceptions to the log option. If, from your analysis, it appears that the use of optimistic concurrency is causing a problem, then set the table to pessimistic concurrency.

To change concurrency settings

1. Click System administration > Setup > Database > Select concurrency mode.

2. Select the appropriate concurrency mode and runtime options for your environment.

3. Click Close.

Statement-level concurrency settings

You can use the optimisticlock or pessimisticlock keywords in a SELECT statement to override the global or table concurrency mode settings.

For more information, see the following topics:

· Best Practice Performance Optimizations: Database Design and Operations

· Transaction Integrity

· Exception Handling with try and catch Keywords

· Select Statement Syntax

· Table Properties

Uninstall Microsoft Dynamics AX

This topic explains how to uninstall Microsoft Dynamics AX by using Add or Remove Programs on the Control Panel.

Databases, log files, and application files must be removed manually. Information about how to manually remove components is also included in this topic.

Uninstall components by using Add or Remove Programs

Use this procedure to remove Microsoft Dynamics AX components.

1. Open Add or Remove Programs. (Start > All Programs > Control Panel > Add or Remove Programs).
2. Select the component that you want to remove, and then click Remove. The components that are listed in the following table can be removed.

Option	Removes
Microsoft Dynamics AX Components	Selecting this option removes the following components: o Client o Role Centers and the Enterprise Portal framework o Workflow o Reporting extensions o Debugger o Enterprise Portal developer tools o Reporting tools o .NET Business Connector o AIF Web services o BizTalk adapter o Synchronization proxy for Microsoft Office Project o Synchronization service for Microsoft Office Project This option removes all components that are installed on the local computer. You cannot select to remove individual components.
Microsoft Dynamics AX Client Help Files	Select this option to remove all Help files in all installed languages. You should not remove Help files unless the client is also being removed.
Microsoft Dynamics AX Object Server (instance name)	Select this option to remove a specific Application Object Server (AOS) instance. Before you remove an AOS instance, use the Microsoft Dynamics AX Configuration utility to point all clients to a valid AOS instance, or update the shared configuration file. When you remove an AOS instance, it is not automatically removed from the list of batch and load balancing servers. After you uninstall an AOS instance, you must manually delete it by using the Server configuration form or the Cluster configuration form.

3. A message box asks you to confirm that you want to uninstall. To proceed, click Yes.

Remove remaining components manually

If you choose to remove an entire installation, some components remain after Add or Remove Programs is finished. The following table provides more information about removing components manually.

To remove this	Do this
Application files	Delete the application file directory from the location that you installed it to.
Database and log files	Use database server administration tools to delete the database and log files.
Role Centers and the Enterprise Portal framework	Delete Web sites by using SharePoint Central Administration.
Reporting extensions	· Delete SQL Server Reporting Services objects, such as data sources, reports, and report models by using Reporting Services. · Delete the contents of the Microsoft Dynamics AX report folder.
Analysis extensions	Delete SQL Server Analysis Services objects, such as databases, cubes, and models by using Analysis Services.

Plan data import, export, and migration [AX 2012]

I think this topic is very useful with AX new Implementation and all points mentioned here should be taken into our consideration.

This topic describes the tools and strategies that you can use when you are planning to import or export Microsoft Dynamics AX data. The topic also describes how to plan to move data from one enterprise resource planning (ERP) system to another. Finally, the topic describes performance and security considerations when you import and export data. read more

Document Management - AX 2012 R2

This topic provides answers to common document management questions. You can use document management in Microsoft Dynamics AX to attach files to records. For example, you can attach PDF, Microsoft Word, or Microsoft Excel files to a purchase order or a sales order. You can also create Word and Excel templates from Microsoft Dynamics AX data.

What is the difference between document handling and document management?

There is no difference. Both terms refer to the same functionality. In earlier versions of Microsoft Dynamics AX, the functionality was called document handling. In more recent versions, it’s called document management.

What is the difference between document management and print management?

What is the difference between document management and print management?Document management lets you add notes, documents, and other files to records in Microsoft Dynamics AX.

Print management lets you control print settings for selected reports. Print settings include the number of copies, the printer destination, and the multilanguage text that can be included on the report. For more information, see Print management.

What is the difference between document types and file types?

Document types are used to categorize the documents that you attach to records or the templates that you create. The document management system handles several types of documents. These include letters, worksheets, and notes. Before you can create templates or attach documents to records, you must configure document types in the Document types form. For more information, see Configure document management.

A file type is the extension of the document. For example, .doc, .xlsx, and .pdf are all file types.

Can I export or import document types?

Yes. For more information, see Export and import a document type.

What is the difference between document management and print management?

Yes. Document attachments can be located anywhere on the Internet or on an intranet and can be attached by using the URL DocuType. For example, if you attach a Word document that is located on SharePoint Online to a record, the attachment opens in the web version of Word

Can I store Microsoft Dynamics AX attachments in SharePoint?

Yes, but only if you’re using Microsoft Dynamics AX 2012 R2. For more information, see Configure Microsoft Dynamics AX document management to use Microsoft SharePoint document libraries.

Can I use templates that are stored in SharePoint as Microsoft Dynamics AX document templates?

Yes, but only if you’re using AX 2012 R2. For more information, see Configure Microsoft Dynamics AX document management to use Microsoft SharePoint document libraries.

Can I move a document archive?

Yes. However, you must copy the documents from the old archive to the new archive before you enter the new location in the archive directory field. This precaution is necessary so that you don’t break existing document references to existing documents.

To move a document archive, follow these steps:

1. Copy all documents from the old archive to the new archive.

2. Click Organization administration > Setup > Document management > Document management parameters.

3. In the General area of the form, in the Archive directory field, enter the path of the new document archive.

Why can’t I click the attachments icon in the Document handling form?

The attachments icon is available only if all of the following scenarios are true:

· You have selected a record.

· You have activated document management. For more information, see Configure document management.

· You have permission to view attachments for the record.

How do I lock the Document handling form?

The Document handling form always lists the documents that are attached to the selected record. If you leave the Document handling form open and you select another record, the form is updated to list the documents that are attached to the newly opened record.

To avoid updating the Document handling form when you select a different record, you can lock the view so that the information in the form doesn’t change.

To lock the Document handling form view, follow these steps:

1. Select a record.

2. Click File > Command > Document handling to open the Document handling form.

3. Click Functions > Lock.

4. Select another record. The documents for the locked record are still displayed in the Document handling form.

How to: Resolve Conflicts After Importing a Model [AX 2012]

When you import a model into the model store, the resources in the model may have conflicts with resources in other models that are already part of that layer. If you use the push option when importing the model, the conflicting resources will be put into a new conflict model that is located in the patch layer for the current layer in the AOS. This new model will have a name that indicates it contains resources that have caused a conflict. For example the model named Facility Management (Conflict 1) contains the resources that caused a conflict when the Facility Management model was being imported.

Often, it is a developer responsibility to help resolve conflicts that occur when a model is imported. Use the following procedure as a general guideline to help you through this process.

Resolving Conflicts after Importing a Model

To resolve conflicts after importing a model

1. Determine whether any conflicts occurred during the model import process.

   • If you imported a model from the command line, the results returned from the command will indicate whether conflicts occurred during the import process.

   • If you do not know the results of the import process, use the Models installed command as described in How to: View Model Information to view the list of models that are installed. If you see any conflict models in a patch layer, they will contain the resources that caused the conflict.

2. Retrieve the list of resources that caused conflicts. Use the view command to see the list of resources in the conflict model. These are the conflicts that you have to resolve. For detailed information about how to list resources in a model, see How to: View and Verify Contents of a Model. For example, the following command uses axutil.exe to list resources in the Facility Management (Conflict 1) model:

   axutil.exe view /model:"Facility Management (Conflict 1)" /verbose

3. In the AOT, select a resource that has a conflict. Right-click the resource and choose Compare. In the Comparison window, click Compare to see the differences between the resource in the patch layer and the resource in the main layer.

4. Resolve the conflict. There are many ways to resolve the conflict, depending on the resource type and the actual conflict. Some of the ways to resolve the conflict include the following:

   • Use the information and the available actions from the Comparison window to merge changes from the conflict model into an existing layer.

   • Make a change in the resource in an existing model in the current layer. For example, if two different models in the layer have modified the same resource, you could consider creating a new “shared” model in the layer that contains a single version of the resource that can be used by both of the other models.

   • Switch to the patch layer and modify the resource there. In some cases, this is the easiest way to resolve the conflict.

     Tip

     You can switch to the patch layer by creating a new configuration with the Microsoft Dynamics AX 2012 Configuration tool. You can also switch to a specific patch layer by using the following command to start Microsoft Dynamics AX:

     Ax32.exe –AOL=USP

5. Repeat the conflict resolution process for each resource in the conflict model.

After you have resolved all of the conflicts, consider removing the conflict model from the patch layer. That way, somebody looking at the system will not assume that there are model conflicts that have to been resolved. If you are leaving a resource in the patch layer, move the resource out of the conflict model into another model in the patch layer. Then delete the conflict model.

AOS clusters without a dedicated load balancer [AX 2012]

You can configure Microsoft Dynamics AX Application Object Server (AOS) clusters that include a dedicated load balancer. You can also configure clusters that do not include a dedicated load balancer. This topic describes planning considerations for an AOS cluster that does not include a dedicated load balancer.

Overview

The following figure shows how a client establishes a connection with an AOS instance in a cluster when a dedicated load balancer is not present.

1. When a Microsoft Dynamics AX client starts, the client reads the list of AOS instances that is specified in the Microsoft Dynamics AX 2012 Configuration utility. The client initiates a handshake with the first AOS instance in the list. If the first AOS instance does not respond, the client initiates a handshake with the next AOS instance in the list. The client continues in this manner until the handshake occurs.

2. The AOS instance that received the client request queries the database and all active AOS instances in the cluster. The AOS instance returns to the client a list of all active AOS instances in the cluster, sorted by workload. The server that has the smallest workload is at the top of the list. The workload is based on the number of connected clients, divided by the maximum number of clients that are allowed on the server.

3. The client attempts to connect to each AOS instance in the sorted list until a successful connection is established. The client then uses the AOS instance that it connected to for the whole session.

Considerations for using an AOS instance in a cluster that does not include a dedicated load balancer

• If a dedicated load balancer is not present, each AOS instance in the cluster functions as both an active AOS instance and a load balancer.

• An active AOS instance has higher hardware requirements than an AOS instance that functions as a dedicated load balancer.

For information about how to configure load balancing clusters, see Create a load balancing cluster post.

Create a load balancing cluster [AX 2012]

You can distribute the user load in Microsoft Dynamics AX across multiple instances of Application Object Server (AOS) by creating a load balancing cluster.

Clustering overview

Microsoft Dynamics AX offers two types of load balancing clusters:

• A cluster that includes a load balancer

• A cluster that does not include a load balancer

A cluster that includes a load balancer

If you set up a cluster that includes a load balancer, the load balancing AOS instance is dedicated to distributing the user load. The load balancing AOS instance does not process Microsoft Dynamics AX business logic or data.

In this configuration, you must set up client configurations to connect to the load balancing AOS instance. You can then add and remove other AOS instances from the cluster without updating client configurations.

When a client starts, it connects to the load balancing AOS instance. The load balancing AOS instance returns a list of active AOS instances in the cluster, sorted by workload. The client attempts to connect to the first AOS instance in the list. If that connection fails, the client attempts to connect to the second AOS instance in the list, and so on.

A cluster that does not include a load balancer

If you set up a cluster that does not include a load balancer, each AOS instance functions as both a load balancer and an active AOS instance that accepts client connections.

When a client starts, it sends a request to the first server that is listed in the client configuration. That server returns the list of active AOS instances in the cluster, sorted by workload. The client attempts to connect to the first AOS instance in the list. If that connection fails, the client attempts to connect to the second AOS instance in the list, and so on.

Before you begin

Before you can create a cluster, you must install multiple AOS instances. Each instance must point to the same database. For more information, see Install multiple AOS instances and Configure an AOS to access a different database.

Create a cluster

1. Click System administration > Setup > System > Cluster configuration.

2. Press CTRL+N to create a new cluster.

   Caution

   You cannot configure the Non Load Balanced AOS Instances as a load balancing cluster. The Non Load Balanced AOS Instances is a default entity that enables AOS communications for non-load balanced AOSs. To create an AOS cluster, you must create a new cluster.

3. Enter a name and description for the cluster.

4. Press CTRL+S to save your changes.

Add an AOS instance to a cluster

1. Click System administration > Setup > System > Cluster configuration.

2. In the Map AOS instances to clusters section, select an AOS instance.

3. If you want the AOS instance that you selected to function as a load balancer, select the Load balancer option.

   Note

   If an AOS instance is used as a load balancer, it cannot be used as a batch server.

4. Click the Cluster name field to display a list of available clusters. Select the cluster that you want to add the AOS instance to.

5. Press CTRL+S to save your changes.

Change client configurations

If the cluster uses one or more load-balancing AOS instances, set client configurations to connect to these load balancing AOS instances.

Use the Microsoft Dynamics AX Configuration utility to change client configurations. For more information, see my post Manage a client configuration .

Grant users access to reports [AX 2012]

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic explains how to give users access to reports. Two procedures are described in this topic. The procedure that you should use depends on whether you are running Microsoft SQL Server Reporting Services in native mode or SharePoint integrated mode.

Note

SharePoint integrated mode is supported if you are using Microsoft Dynamics AX 2012 R2.

Assign users to the DynamicsAXBrowser role on the Report Manager site

If you are running Reporting Services in native mode, you must assign users or groups to the DynamicsAXBrowser role on the Report Manager site. The following procedure explains how to complete this task.

1. Open the Report Manager website for the Reporting Services instance. By default, the URL is http://[SSRSServerName]:80/Reports.

2. Click the DynamicsAX folder.

3. Click Folder Settings.

4. Click Security.

5. Click New Role Assignment.

6. Enter the Active Directory user name or group to assign to the DynamicsAXBrowser role.

7. Select the DynamicsAXBrowser role.

8. Click OK.

Grant users permission to view reports in SharePoint

If you are running Reporting Services in SharePoint integrated mode, you must grant users permission to view reports in SharePoint. To grant this permission, grant users Read permission to the document library that stores the reports. Alternatively, if the document library inherits permissions from the site, you can grant users Read permission to the site. The following procedure describes how to grant users Readpermission to the site.

Important

If the SharePoint site is configured for claims-based authentication, you must also grant the following accounts Read permission to the document library or site:

• The account that is used as the Business Connector proxy

• The account that is used to run the Microsoft Dynamics AX Application Object Server (AOS) service.

1. Open your browser and navigate to the SharePoint site that contains the document library that stores the reports.

2. Click Site Actions > Site Permissions.

3. Click Grant Permissions. The Grant Permissions window is displayed.

4. In the Users/Groups field, enter the Active Directory names of the users or groups that you want to view reports.

5. In the Grant Permissions area, select the Grant users permission directly option.

6. Select the Read check box.

   Note

   If you want users of Enterprise Portal for Microsoft Dynamics AX to be able to filter reports by using a custom parameter value, select the Design check box. For more information about the permissions that are required to use Enterprise Portal, see Enable users to access Enterprise Portal.

7. Click OK.