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Microsoft Dynamics AX 2012 Installation Guide

Microsoft Corporation

Published: November 2013

Note: Some of the information in this guide applies only to Microsoft Dynamics AX 2012 R2 installations, and

some information applies only to Microsoft Dynamics AX 2012 or Microsoft Dynamics AX 2012 Feature Pack.

Unless otherwise noted in this guide, all other content applies to Microsoft Dynamics AX 2012, Microsoft

Dynamics AX 2012 Feature Pack, and Microsoft Dynamics AX 2012 R2.

Microsoft Dynamics AX

Microsoft Dynamics AX 2012 Installation Guide

Table of Contents

Check for updated installation instructions ............................................................................................................................... 6

Prepare for the installation ............................................................................................................................................................... 7

Overview of the installation ......................................................................................................................................................... 8

Servers in the Microsoft Dynamics AX environment ..................................................................................................... 8

Microsoft Dynamics AX components ............................................................................................................................... 10

Installation types ....................................................................................................................................................................... 14

Before you begin ........................................................................................................................................................................... 15

Pre-installation checklist ........................................................................................................................................................ 15

Create service accounts .......................................................................................................................................................... 16

Create a shared directory for installation ........................................................................................................................ 21

Include cumulative updates and hotfixes in a new installation (slipstreaming) .............................................. 22

Verify that you have the required permissions for installation .............................................................................. 24

Check prerequisites .................................................................................................................................................................. 26

Install the databases ......................................................................................................................................................................... 29

Configure SQL Server and storage settings ....................................................................................................................... 29

Install the Microsoft Dynamics AX databases .................................................................................................................... 36

Install server and web server components .............................................................................................................................. 43

Install an Application Object Server (AOS) instance ....................................................................................................... 44

Install an AOS instance ........................................................................................................................................................... 44

Install multiple AOS instances ............................................................................................................................................. 47

Troubleshoot installation issues with AOS ..................................................................................................................... 48

Install Enterprise Portal ............................................................................................................................................................... 50

Checklists for deploying Enterprise Portal sites............................................................................................................ 50

Checklist: Deploy an internal Enterprise Portal site that has Role Centers.................................................... 51

Checklist: Deploy an employee self-service portal ................................................................................................. 52

Checklist: Deploy an unsolicited vendor portal ........................................................................................................ 52

Checklist: Deploy a vendor self-service portal .......................................................................................................... 53

Install Enterprise Portal on a single server ...................................................................................................................... 54

Install Enterprise Portal in a Web farm ............................................................................................................................. 58

Install Enterprise Portal Help content ............................................................................................................................... 65

Install multiple Enterprise Portals on the same server ............................................................................................... 66

Set up Enterprise Portal and Role Centers...................................................................................................................... 68

Deploy Microsoft Dynamics AX Web parts to a SharePoint site ........................................................................... 68

Troubleshoot installation issues with Enterprise Portal and Role Centers ......................................................... 70

Install Search ................................................................................................................................................................................... 73

Checklist: Deploy Microsoft Dynamics AX Enterprise Search ................................................................................. 73

Install and configure Search prerequisites ..................................................................................................................... 75

Configure the Search Crawler account ............................................................................................................................. 76

Configure SharePoint Services logging ........................................................................................................................... 77

Install Microsoft Dynamics AX Enterprise Search ........................................................................................................ 78

Install Enterprise Search on FAST Search Server .......................................................................................................... 81

Microsoft Dynamics AX

Microsoft Dynamics AX 2012 Installation Guide

Configure Enterprise Search by using the Search Configuration wizard ............................................................ 87

Troubleshoot installation issues with Enterprise Search ........................................................................................... 88

Install help server .......................................................................................................................................................................... 90

Before you install the help server ....................................................................................................................................... 90

Install the help server .............................................................................................................................................................. 91

Install Help content at an alternative location .............................................................................................................. 93

Install Management Reporter for Microsoft Dynamics AX ............................................................................................... 95

Install business intelligence components ................................................................................................................................ 98

Install Reporting Services extensions for Microsoft Dynamics AX ............................................................................ 99

Checklist: Install the Reporting Services extensions and deploy reports ........................................................... 99

Before you install the Reporting Services extensions .............................................................................................. 100

Install the Reporting Services extensions ...................................................................................................................... 105

Complete the Reporting Services integration ............................................................................................................. 107

Create a document library to store reports ............................................................................................................. 107

Deploy the default reports ............................................................................................................................................. 109

Grant users access to reports ........................................................................................................................................ 111

Configure Analysis Services .................................................................................................................................................... 113

Checklist: Configure Analysis Services and deploy cubes ...................................................................................... 113

Before you configure Analysis Services ......................................................................................................................... 114

Configure Analysis Services by running Setup ............................................................................................................ 115

Complete the Analysis Services integration process ................................................................................................ 117

Install client components ............................................................................................................................................................. 118

Install the Microsoft Dynamics AX client ........................................................................................................................... 119

Install a client ............................................................................................................................................................................ 119

Mass deployment of the Microsoft Dynamics AX Windows client ..................................................................... 122

Deploy the client by using Microsoft System Center Configuration Manager 2007 .............................. 122

Deploy the client by using Microsoft System Center 2012 Configuration Manager .............................. 128

Deploy the client by using Group Policy ................................................................................................................... 132

Configure clients to use a shared configuration ........................................................................................................ 135

Configure clients to access data in a partition ............................................................................................................ 136

Install Office Add-ins ................................................................................................................................................................. 138

Install Remote Desktop Services integration ................................................................................................................... 140

Install Report Designer for Management Reporter ....................................................................................................... 141

Troubleshoot installation issues with client components ........................................................................................... 142

Install developer tools ................................................................................................................................................................... 143

Install the debugger ................................................................................................................................................................... 144

Install Visual Studio Tools ........................................................................................................................................................ 145

Install the Trace Parser .............................................................................................................................................................. 147

Troubleshoot installation issues with the developer tools ......................................................................................... 148

Install integration components .................................................................................................................................................. 149

Install web services on IIS ........................................................................................................................................................ 150

Install the .NET Business Connector .................................................................................................................................... 154

Install the synchronization proxy for Microsoft Project Server ................................................................................. 156

Microsoft Dynamics AX

Microsoft Dynamics AX 2012 Installation Guide

Install the synchronization service for Microsoft Project Server .............................................................................. 158

Install management utilities ........................................................................................................................................................ 160

Install retail components .............................................................................................................................................................. 162

Install Retail Headquarters ...................................................................................................................................................... 163

Install Retail POS (point of sale) ............................................................................................................................................ 164

Install Commerce Data Exchange: Synch Service (Retail Store Connect) ............................................................. 166

Install Commerce Data Exchange: Real-time Service (Retail Transaction Service) ............................................ 168

Deploy Commerce Data Exchange: Real-time Service ............................................................................................. 170

Install the Retail Store Database Utility .............................................................................................................................. 172

Install Retail SDK (Retail POS Plug-ins) .............................................................................................................................. 174

Install Retail Online Channel ................................................................................................................................................... 175

Install the RapidStart Connector ............................................................................................................................................... 176

Install the VSS writer for Microsoft Dynamics AX ............................................................................................................... 178

Install Connector for Microsoft Dynamics ............................................................................................................................. 181

Perform a single-computer installation of Microsoft Dynamics AX ............................................................................ 183

Perform a single-computer installation ............................................................................................................................. 183

Considerations for installing multiple instances on a computer.............................................................................. 185

Install Microsoft Dynamics AX in silent mode ..................................................................................................................... 187

Run Setup in silent mode ......................................................................................................................................................... 187

Firewall settings for Microsoft Dynamics AX components ............................................................................................. 189

Troubleshoot the installation ...................................................................................................................................................... 193

Troubleshoot general installation issues ........................................................................................................................... 193

Troubleshoot prerequisite issues .......................................................................................................................................... 197