AX2012 Technical Track - Entreprise portal, Czesia Langoswka

Dynamics Ax 2012 Enterprise Portal – What’s newCzesława Langowska Vliegenczlangow@microsoft.comEscalation EngineerMicrosoft

Agenda• System requirements• Architecture• What’s new in Enterprise Portal 2012 – functionality• What’s new in Enterprise Portal 2012 – deployment and installation• What’s new in Enterprise Portal 2012 – security administration• What’s new in Enterprise Portal 2012 - development

System Requirements• Web server role• Internet Information Services (IIS) 7.0 or 7.5• ASP.NET 2.0• Microsoft SharePoint Foundation 2010 -or-• Microsoft SharePoint Server 2010 Standard or Enterprise Edition (includes Enterprise Search)• SQL Server 2008 R2 Analysis Management Object (AMO)

Architecture Developer Employee Customer Vendor AnonymousDefine Business Objects, Develop User Controls Develop Pages Relations and Logic Integration Employee Customer Vendor Internet Sites Portal Portal Portal Site ASP.NET User Controls Security Web Part Session Connection Management Data Client SDK SharePoint Web Parts AOS SharePoint Database Ax Database

Role Center• Cues – visual representation of record based on status of record (ie. pending sales order or items that are on backorder)• Key performance indicators (KPI) – information from predefined data cubes• A Report Web part – provides access to SQL Reporting Services reports• A Business Overview Web Part that dispalyes historical performance, a such as year-over-year performance• A work list – displayes actions items generated either by workflow or by an aler• Comunity links – access to published on comunity sited for Finance, Services, and Sales and Marketing• Quick links – access to important external and internal sites

Role Center

Whats New: Enterprise Portal in Microsoft Dynamics AX 2012• New SharePoint platform• Improved appearance and behavior – Improved access to common tasks by using an Action Pane

Whats New: Enterprise Portal in Microsoft Dynamics AX 2012• Improved appearance and behavior – Improved access to information by using FactBoxes.

Whats New: Enterprise Portal in Microsoft Dynamics AX 2012• Improved appearance and behavior – Improved cue creation by using advanced filtering. By using the Advanced filter option in the Microsoft Dynamics AX client, users can save list items to a cue on their Role Center page. – Enhanced grid support. In hierarchical grid views, users can now move tasks by using a drag-and-drop operation. Users can also indent or outwent tasks. Users can also select multiple rows at the same time.

Whats New: Enterprise Portal in Microsoft Dynamics AX 2012• Improved appearance and behavior – Enhanced integration with Microsoft Excel. Users can export data from grids to Microsoft Excel in static or dynamic mode.

Whats New: Enterprise Portal in Microsoft Dynamics AX 2012• Improved appearance and behavior – Bookmarks. For ease of access, users can now create bookmarks for the URLs of specific task pages. – The Microsoft Dynamics Online Connect Gadget Web part. Enterprise Portal includes the Microsoft Dynamics Online Connect Gadget Web part for Role Centers. The Web part contains a slide deck of links and information that are relevant to a users role. The Web part includes links to CustomerSource, community content, training materials, and knowledge base articles.

DEMO• Enterprise Portal for Dynamics AX 2012

Installation and deployment• Pre-requisite checker• Streamlined and unified installation process• Single box installation• Summary reports• Easy to setup developer environment• Multi-user installation• Kerberos no longer needed for multi-box Role Center setup• No compilation necessary• Improved deployment and administration by using the AXUpdatePortal utility (remote and granular)• Enhanced AOT support for 32-bit clients.

Security administration• Enterprise Portal automatically grants and denies access to data and Web pages according to the role-based security framework in Microsoft Dynamics AX 2012• This version of Enterprise Portal also supports flexible authentication. Flexible authentication includes – Active Directory Federated Services (ADFS), – form-based authentication, or – Windows Live ID authentication.

Flexible authentication

DEMO• Form Based Authentication – adding user

Development• Write Once/ Write Less for List Pages: – List pages works on Dynamics AX Client and on Enterprise Portal• MorphX EP enhancements – Crose reference works also for EP objects• Visual Studio EP enhancements – Application Explorer in Visual Studio – Availability to save project to AOT – Proxy development in Visual Studio• Development Environment: – Multiple developers can use one shared Web server for development – Developers can use Windows 7 client 64 bit to develop EP

Development• Pages can be opened as modal windows.• New user control components, such as AXColumn and AxMultiColumn, allow for more flexible layout.• Lookups can be configured to load data at the time the page loads.

DEMO• Creating and deploying simple List Page to Enterprise Portal

Thanks to• Diamond Sponsors• Gold Sponsors

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AX2012 Technical Track - Entreprise portal, Czesia Langoswka

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