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I. A Tour of the Development Environment
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I. A Tour of the Development Environment
by The Microsoft Dynamics AX Team and Margaret Sherman
Inside Microsoft Dynamics® AX 2012
Inside Microsoft Dynamics® AX 2012
A Note Regarding Supplemental Files
Foreword
Introduction
The history of Microsoft Dynamics AX
Who should read this book
Assumptions
Who should not read this book
Organization of this book
Conventions and features in this book
System requirements
Code samples
Installing the code samples
Using the code samples
Acknowledgments
Microsoft Dynamics product team
Microsoft Press
New arrivals
Errata & book support
We want to hear from you
Stay in touch
I. A Tour of the Development Environment
1. Architectural Overview
Introduction
Microsoft Dynamics AX five-layer solution architecture
Microsoft Dynamics AX application platform architecture
Application development environments
Data tier of the Microsoft Dynamics AX platform
Middle tier of the Microsoft Dynamics AX platform
Presentation tier of the Microsoft Dynamics AX platform
Microsoft Dynamics AX application meta-model architecture
Application data element types
MorphX user interface control element types
Workflow element types
Code element types
Services element types
Role-based security element types
Web client element types
Documentation and resource element types
License and configuration element types
2. The MorphX Development Environment and Tools
Introduction
Application Object Tree
Navigate through the AOT
Create elements in the AOT
Modify elements in the AOT
Refresh elements in the AOT
Element actions in the AOT
Element layers and models in the AOT
Projects
Create a project
Automatically generate a project
Group masks
Filters
Development tools
Project types
Property sheet
X++ code editor
Shortcut keys
Editor scripts
Label editor
Create a label
Reference labels from X++
Code compiler
Best Practices tool
Rules
Suppress errors and warnings
Add custom rules
Debugger
Enable debugging
Debugger user interface
Debugger shortcut keys
Reverse Engineering tool
UML data model
UML object model
Entity relationship data model
Table Browser tool
Find tool
Compare tool
Start the Compare tool
Use the Compare tool
Compare APIs
Cross-Reference tool
Version control
Element life cycle
Quality checks
Source code casing
Common version control tasks
Work with labels
Synchronize elements
View the synchronization log
Show the history of an element
Compare revisions
View pending elements
Create a build
Integrate Microsoft Dynamics AX with other version control systems
3. Microsoft Dynamics AX and .NET
Introduction
Use third-party assemblies
Use strong-named assemblies
Reference a managed DLL from Microsoft Dynamics AX
Code against the assembly in X++
Write managed code
Debug managed code
Proxies
Hot swap assemblies on the server
4. The X++ Programming Language
Introduction
Jobs
The type system
Value types
Reference types
Type hierarchies
The anytype type
The common type
The object type
Extended data types
Syntax
Variable declarations
Expressions
Statements
Data-aware statements
Exception handling
Interoperability
CLR interoperability
COM interoperability
Macros
Comments
XML documentation
Classes and interfaces
Fields
Methods
Delegates
Pre- and post-event handlers
Attributes
Code access security
Compiling and running X++ as .NET CIL
Design and implementation patterns
Class-level patterns
Parameter method
Constructor encapsulation
Factory
Serialization with the pack and unpack methods
Table-level patterns
Find and exists methods
Polymorphic associations
Generic record reference
II. Developing with Microsoft Dynamics AX
5. Designing the User Experience
Introduction
A role-tailored design approach
User experience components
Navigation layer forms
Work layer forms
Role Center pages
Cues
Design Role Centers
Area pages
Design area pages
List pages
A simple scenario: taking a call from a customer
Use a list page as an alternative to a report
Design list pages
Details forms
Transaction details forms
Enterprise Portal web client user experience
Navigation layer forms
Work layer forms
Design for Enterprise Portal
Design for your users
6. The Microsoft Dynamics AX Client
Introduction
Working with forms
Form patterns
Form metadata
Metadata associations
Metadata inheritance
Form data sources
Dynalinks
Table inheritance
Unit of Work
Date effectivity
Surrogate foreign keys
Metadata for form data sources
Form queries
QueryBuildDataSource and QueryRunQueryBuildDataSource methods
Query and QueryRun objects
CopyCallerQuery property
Query filters
Adding controls
Control overrides
Control data binding
Design node properties
Runtime modifications
Action controls
Buttons
Action pane and Action pane strip
Layout controls
Group
TabPage
Grid
Input controls
Field-bound controls
Method-bound controls
Unbound controls
ManagedHost control
Other controls
Using parts
Types of parts
Reference a part from a form
Adding navigation items
MenuItem
Menu
Menu definitions
Customizing forms with code
Method overrides
Auto variables
Business logic
Custom lookups
Integrating with the Microsoft Office client
Make data sources available to Office Add-ins
Make a service available
Make a query available
Build an Excel template
Build a Word template
Add templates for users
7. Enterprise Portal
Introduction
Enterprise Portal architecture
Enterprise Portal components
Web parts
AOT elements
Datasets
Enterprise Portal framework controls
AxDataSource
AxForm
AxMultiSection
AxSection
AxMultiColumn
AxColumn
AxGroup
AxGridView
AxHierarchicalGridView
AxContextMenu
AxFilter
AxLookup
AxActionPane
AxToolbar
AxPopup controls
BoundField controls
AxContentPanel
AxPartContentArea
AxInfoPart
AxFormPart
CueGroupPartControl
AxDatePicker
AxReportViewer
Developing for Enterprise Portal
Create a model-driven list page
Define a list page interaction class
Create a details page
Modal dialog settings
AJAX
Session disposal and caching
Context
Data
Metadata
Proxy classes
ViewState
Labels
Formatting
Validation
Error handling
Security
Secure web elements
Record context and encryption
SharePoint integration
Site navigation
Site definitions, page templates, and web parts
Import and deploy a web part page
Enterprise Search
Themes
8. Workflow in Microsoft Dynamics AX
Introduction
Microsoft Dynamics AX 2012 workflow infrastructure
Windows Workflow Foundation
Key workflow concepts
Workflow document and workflow document class
Workflow categories
Workflow types
Event handlers
Menu items
Workflow elements
Queues
Providers
Workflows
Workflow instances
Work items
Workflow architecture
Workflow runtime
Workflow runtime interaction
Logical approval and task workflows
Workflow life cycle
Implementing workflows
Create workflow artifacts, dependent artifacts, and business logic
State management
Create a workflow category
Create the workflow document class
Add a workflow display menu item
Activate the workflow
9. Reporting in Microsoft Dynamics AX
Introduction
Inside the Microsoft Dynamics AX 2012 reporting framework
Client-side reporting solutions
Server-side reporting solutions
Report execution sequence
Plan your reporting solution
Reporting and users
Roles in report development
Create production reports
Model elements for reports
Controls
Designs
Datasets
SSRS extensions
Microsoft Dynamics AX extensions
Disable the rendering extensions
Data processing extensions
Report execution sequence with Microsoft Dynamics AX custom extensions
Create charts for Enterprise Portal
Microsoft Dynamics AX chart development tools
Integration with Microsoft Dynamics AX
Create an EP Chart Control
Chart control markup elements
Bind the chart control to the dataset
Data series
Single series datasets
Multiseries datasets
Dynamic series datasets
Add interactive functions to a chart
Override the default chart format
Troubleshoot the reporting framework
The report server cannot be validated
A report cannot be generated
A chart cannot be debugged because of SharePoint sandbox issues
10. BI and Analytics
Introduction
Components of the Microsoft Dynamics AX 2012 BI solution
Implementing the prebuilt BI solution
Implement the prerequisites
Configure an SSAS server
Deploy cubes
Deploy cubes in an environment with multiple partitions
Process cubes
Provision users in Microsoft Dynamics AX
Associate a user with a profile
Provide access to the OLAP database
Customizing the prebuilt BI solution
Configure analytic content
Customize cubes
Choose the project to update
Select metadata
Select financial dimensions
Select calendars
Select languages
Add support for currency conversion
Confirm your changes
Save the updated project
Deploy and process cubes
Extend cubes
DSV
Data source
Dimensions, measures, and measure groups
KPIs and calculations
Integrate Microsoft Dynamics AX analytic components with external data sources
Creating cubes
Identify requirements
Define metadata
Define perspectives
Define table-level properties
Define field-level properties
Generate and deploy the cube
Define the project
Add currency conversion logic
Save the project
Deploy and process the project
Add KPIs and calculations
Displaying analytic content in Role Centers
Provide insights tailored to a persona
Choose a presentation tool based on a persona
SQL Server Power View reports
Expose a Power View report in a Role Center
Allow users to edit a Power View report
Excel
Business Overview web part and KPI List web part
Add a KPI to the KPI List web part
Add a custom time period filter
Period template: CurrentDate
Indicator: Month_LastMonth
Develop reports with Report Builder
Develop analytic reports by using Visual Studio tools for Microsoft Dynamics AX
11. Security, Licensing, and Configuration
Introduction
Security framework overview
Authentication
Authorization
Permissions
Privileges
Duties
Process cycles
Security roles
Data security
Develop security artifacts
Set permissions for a form
Set permissions for server methods
Set permissions for controls
Create privileges
Assign privileges and duties to security roles
Use valid time state tables
Validate security artifacts
Create users
Assign users to roles
Set up segregation of duties rules
Create extensible data security policies
Data security policy concepts
Develop an extensible data security policy
Debug extensible data security policies
Security coding
Table permissions framework
Code access security
Best practice rules
Security debugging
Debug security roles
Licensing and configuration
Configuration hierarchy
Configuration keys
Use configuration keys
Types of CALs
Customization and licensing
Changing menu items associated with a role
Changing security artifacts associated with a role
12. Microsoft Dynamics AX Services and Integration
Introduction
Types of Microsoft Dynamics AX services
System services
Custom services
Custom service artifacts
Service implementation class
Service contracts
Data contracts
X++ collections as data contracts
Register a custom service
Document services
Document service artifacts
Axd<Document> classes
Ax<Table> classes
Create document services
Customize document services
Security considerations
Publish Microsoft Dynamics AX services
Consume Microsoft Dynamics AX services
Sample WCF client for CustCustomerService
Consume system services
Update business documents
Apply a full update
Apply a partial update
Optimistic concurrency control
Invoke custom services asynchronously
The Microsoft Dynamics AX send framework
Implementing a trigger for transmission
AIF Send API
AxdSend API
Configure transmission mechanisms
Consume external web services from Microsoft Dynamics AX
Performance considerations
13. Performance
Introduction
Client/server performance
Reduce round-trips between the client and the server
The cacheAddMethod method
Declarative display method caching
The RunBase technique
Caching and indexing
Write tier-aware code
Handle inMemory temporary tables correctly
Use TempDB temporary tables
Eliminate client callbacks
Group calls into chunks
Pass table buffers by value instead of by reference
Transaction performance
Set-based data manipulation operators
Set-based operations and table hierarchies
The insert_recordset operator
The update_recordset operator
The delete_from operator
The RecordInsertList and RecordSortedList classes
Tips for transferring code into set-based operations
Restartable jobs and optimistic concurrency
Caching
Record caching
The unique index join cache
The EntireTable cache
The RecordViewCache class
SysGlobalObjectCache and SysGlobalCache
Field lists
Field justification
Performance configuration options
SQL Administration form
Server Configuration form
AOS configuration
Client configuration
Client performance
Number sequence caching
Extensive logging
Master scheduling and inventory closing
Coding patterns for performance
Execute X++ code as CIL
Use parallel execution effectively
Batch bundling
Individual task modeling
Top picking
The SysOperation framework
Patterns for checking to see whether a record exists
Run a query only as often as necessary
When to prefer two queries over a join
Indexing tips and tricks
When to use firstfast
Optimize list pages
Aggregate fields to reduce loop iterations
Performance monitoring tools
Microsoft Dynamics AX Trace Parser
New Trace Parser features
Before tracing
Start a trace through the client
Start a trace through Windows Performance Monitor
Start a trace through code instrumentation
Import a trace
Analyze a trace
Troubleshoot tracing
Monitor database activity
Use the SQL Server connection context to find the SPID or user behind a client session
The client access log
Visual Studio Profiler
14. Extending Microsoft Dynamics AX
Introduction
The SysOperation framework
SysOperation framework classes
SysOperation framework attributes
Comparing the SysOperation and RunBase frameworks
RunBase example: SysOpSampleBasicRunbaseBatch
SysOperation example: SysOpSampleBasicController
The RunBase framework
Inheritance in the RunBase framework
Property method pattern
Pack-unpack pattern
Client/server considerations
The extension framework
Create an extension
Extension example
Eventing
Delegates
Pre and post events
Event handlers
Eventing example
15. Testing
Introduction
New unit testing features in Microsoft Dynamics AX 2012
Use predefined test attributes
Create test attributes and filters
Microsoft Visual Studio 2010 test tools
Use all aspects of the ALM solution
Use an acceptance test driven development approach
Use shared steps
Record shared steps for fast forwarding
Develop test cases in an evolutionary manner
Use ordered test suites for long scenarios
Putting everything together
Execute tests as part of the build process
Use the right tests for the job
16. Customizing and Adding Help
Introduction
Help system overview
Microsoft Dynamics AX client
Help viewer
Help server
Help web service
Document files
Windows Search Service (WSS)
AOS
Help content overview
Topics
Publisher
Table of contents
Summary page
Create content
Create a topic in HTML
Declarations
Document head
Document body
Content
Links to related topics
Footer
Add labels, fields, and menu items to a topic
Add a label from the user interface
Add a table field label
Add a menu item label
Make a topic context-sensitive
Update content from other publishers
Create a table of contents file
Create non-HTML content
Create the content
Create the HTML metadata file
Publish content
Add a publisher to the Web.config file
Publish content to the Help server
Set Help document set properties
Troubleshoot the Help system
The Help viewer cannot display content
Help server
WSS
Content
The Help viewer cannot display the table of contents
III. Under the Hood
17. The Database Layer
Introduction
Temporary tables
InMemory temporary tables
Using InMemory temporary tables
Considerations for working with InMemory temporary tables
TempDB temporary tables
Creating temporary tables
Design time
Configuration time
Run time
Surrogate keys
Alternate keys
Table relations
EDT relations and table relations
Foreign key relations
The CreateNavigationPropertyMethods property
Table inheritance
Modeling table inheritance
Create the root table
Create a derived table
Work with existing tables
View the type hierarchy
Specify table behavior
Table inheritance storage model
Polymorphic behavior
Performance considerations
Unit of Work
Date-effective framework
Relational modeling of date-effective entities
Support for data retrieval
Run-time support for data consistency
Modes for updating records
User experience
Full-text support
The QueryFilter API
Data partitions
Partition management
Development experience
Run-time experience
18. The Batch Framework
Introduction
Batch processing in Microsoft Dynamics AX 2012
Common uses of the batch framework
Performance
Create and execute a batch job
Create a batch-executable class
run method
pack and unpack methods
canGoBatchJournal method
Create a batch job
Create a batch job from the dialog box of a batch-executable class
Create a batch job by using the Batch Job form
Use the Batch API
Create a batch job by using the BatchHeader class
Modify batch job parameters
Add a task to the batch job
Define dependencies between tasks
Save the batch job
Example of a batch job
Manage batch execution
Configure the batch server
Create a batch group
Manage batch jobs
View and change the batch job status
Control the maximum retries
Review the batch job history
Debug a batch task
Configure AOS for batch debugging
Configure Visual Studio for debugging X++ in a batch
19. Application Domain Frameworks
Introduction
The organization model framework
How the organization model framework works
Organization types
Organization hierarchies
When to use the organization model framework
Integration with other frameworks application modules
Model your own functional scenarios
Extending the organization model framework
Create a custom operating unit type
Create a custom purpose
Extend the hierarchy designer
The product model framework
How the product model framework works
Product types and subtypes
Product dimensions
Storage and tracking dimensions
Released products
Additional product information
Product attributes and categories
Variant configuration technology
When to use the product model framework
Extending the product model framework
The operations resource framework
How the operations resource framework works
Capabilities
Activities and requirements
Identify applicable resources
When to use the operations resource framework
Extensions to the operations resource framework
Add a new class of activity
Add a new class of activity requirement
MorphX model element prefixes for the operations resource framework
The dimension framework
How the dimension framework works
Constrain combinations of values
Create values
Extend the dimension framework
Query data
Physical table references
The accounting framework
How the accounting framework works
When to use the accounting framework
Extensions to the accounting framework
Accounting framework process states
MorphX model element prefixes for the accounting framework
The source document framework
How the source document framework works
When to use the source document framework
Extensions to the source document framework
MorphX model element prefixes for the source document framework
20. Reflection
Introduction
Reflection system functions
Intrinsic functions
typeOf system function
classIdGet system function
Reflection APIs
Table data API
Dictionary API
Treenodes API
TreeNodeType
21. Application Models
Introduction
Layers
Models
Element IDs
Create a model
Prepare a model for publication
Set the model manifest
Export the model
Sign the model
Strong name signing
Authenticode signing
Import model files
Import model files with the overwrite option
Import model files with the push option
Upgrade a model
Move a model from test to production
Create a test environment
Prepare the test environment
Deploy the model to production
Element ID considerations
Model store API
A. Resources for Code Upgrade
B. About the authors
Principal authors
Contributing authors
Index
About the Authors
Copyright
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1. Architectural Overview
Part I. A Tour of the Development Environment
Chapter 1
Chapter 2
Chapter 3
Chapter 4
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