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Best Practices for Setting Up the Enterprise Portal

Best Practices for Setting Up the Enterprise Portal. Grant Wilson, Catherine McDade. Best Practices for Setting Up the Enterprise Portal. Agenda Welcome Short Presentation Interactive Discussion Wrap-up. Best Practices for Setting Up the Enterprise Portal. Grant Wilson, BLACKHAWK!

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Best Practices for Setting Up the Enterprise Portal

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  1. Best Practices for Setting Up the Enterprise Portal Grant Wilson, Catherine McDade

  2. Best Practices for Setting Up the Enterprise Portal Agenda • Welcome • Short Presentation • Interactive Discussion • Wrap-up

  3. Best Practices for Setting Up the Enterprise Portal • Grant Wilson, BLACKHAWK! • gwilson@blackhawk.com • Catherine McDade • cmcdade@microsoft.com

  4. Best Practices for Setting Up the Enterprise Portal • First Steps – download the latest install guide • http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=4b681c44-d944-4b3f-b846-1e2a025569fd • Make sure you also read the Reporting Services and Analysis Services install if using Role Centers • https://mbs.microsoft.com/customersource/documentation/howtodocuments/AX2009_SSRS_SSAS_Integration • Get SP1 For 2009 plus the related hotfixes if using SQL 2008 and get Roll-up 2

  5. Best Practices for Setting Up the Enterprise Portal • Install notes: • Can be Windows 2003 or 2008 • Need SP1 for Moss 2007 • Dedicate an AOS to EP • SSAS and SSRS should be on the same box • http://support.microsoft.com/kb/969083 • Keep the SQL server name to less than 15 characters • Setup Reporting Services and Analysis Services First if using Role Centers

  6. Best Practices for Setting Up the Enterprise Portal • Reporting Services Pre-Reqs • Microsoft Visual Studio 2008 Shell (isolated mode) • http://www.microsoft.com/downloads/details.aspx?FamilyID=e6e1c3df-a74f-4207-8586-711ebe331cdc&displaylang=en • Installing this component is a two-part process. • Part 1: Install the redistributable package

  7. Best Practices for Setting Up the Enterprise Portal • Continued • Part 2: Install the shell 1. On the computer's hard drive, locate the VS 2008 Shell Redist\Isolated Mode folder. 2. Double-click the .exe file located in that folder. 3. Follow the directions in the Microsoft Visual Studio 2008 Shell (isolated mode) wizard to complete the installation. • Windows SDK for Windows Server 2008 and .NET Framework 3.5 • http://www.microsoft.com/downloads/details.aspx?FamilyID=e6e1c3df-a74f-4207-8586-711ebe331cdc&displaylang=en • Note: You must install this SDK regardless of your operating system. When installing the SDK, install the .NET Development Tools. The other components in the SDK are not required.

  8. Best Practices for Setting Up the Enterprise Portal • Issues: • https://mbs.microsoft.com/customersource/documentation/howtodocuments/AX2009_SSRS_SSAS_Integration • If SQL server is on clustered environment – Analysis Extension install will not create the OLAP database • Workaround: Manually run the script on your AX 2009 cd (support/analysis services/scripts/DynamicsAX.xmla) • AX 2009 SP1– not taking (5.0.1000.52). Bug logged. Application/Kernel. May see compile errors • Workaround – remove all kernel hotfixes prior to SP 1. (5.0.593.19) • Manage Deployment does not work with on a 64 bit machine. You will have to use AXUpdatePortal • On the Role Center/EP machine you need to install AMO

  9. Best Practices for Setting Up the Enterprise Portal • Using two machines – one IIS server and one SQL server • Kerberos must be enabled http://www.microsoft.com/downloads/details.aspx?familyid=be720eb3-649a-49ff-b019-a1e4e7af6b47 • Using a NLB • http://msdn.microsoft.com/en-us/dynamics/ax/ee384254.aspx • http://blogs.msdn.com/solutions/archive/2008/10/17/setting-up-ep-in-nlb-cluster.aspx

  10. Best Practices for Setting Up the Enterprise Portal • Resources: • CustomerSource/PartnerSource • Blogs: • http://blogs.msdn.com/solutions/ • http://blogs.msdn.com/epblog/ • http://msdn.microsoft.com/en-us/library/cc618471.aspx • http://daxdilip.blogspot.com/ • http://blogs.technet.com/dynamicsaxse/

  11. Best Practices for Setting Up the Enterprise Portal Wrap-Up • Thanks for joining us! • Be sure to fill out session evaluations • More to come…

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