Wednesday, 31 October 2012

Windows 8 / Windows Server 2012 Compatibility with AX 2012

For those who are wondering if AX 2012 is compatible with Windows 8, a new version of the system requirements document has been published.

http://www.microsoft.com/en-us/download/confirmation.aspx?id=11094

In short, you will need AX 2012 R2 in order to upgrade to Windows 8 and Windows Server 2012.

image

image

Sunday, 28 October 2012

AX 2012 R2 Random Tips

As I sat through sessions at the AX 2012 R2 Technical conference, every so often there were little nuggets of information that warrant writing down. The are gotchas that aren’t discussed during the high level presentations but will have a big impact when selling and implementing. Many times these turn out to be answers to questions from the floor as participants roll the presentations around in their head and begin to envision how something might work. Here is a list of those notes.

  • I will be downloading an eBook copy of the new Inside Dynamics AX 2012 book soon which was offered as part of the conference. However, as a developer you should have a hard copy of this book sitting by your computer. http://tinyurl.com/93lahd4
  • Upgrades are now going to be done in-place. This means performing upgrades in iterations using deltas. Better get your head around this as it will impact any custom modifications which must have custom upgrade scripts built. For every modification there will be two scripts, one for the baseline upgrade and another to upgrade the delta.
  • The very powerful Power View functionality for SQL Server Analysis Services will only be available in the spring of 2013, but we should be demoing it now to show customers what the future looks like. This tool really puts analysis power in the hands of the customer. The new Power View SharePoint control allows users to put charts and graphs they create in Power View directly on their dashboards and roll centers.
  • In order to support multi-tenancy country specific functionality is now linked to legal entities, customers, and vendors. Prior to R2 much of this functionality was linked to configuration keys so if turned on, the entire instance would use that localization. This is now changed so that the functionality will be used based on the legal entity, customer, or vendor location.
  • Lots of distinctions to make for partitions. I am including these in a separate post.
  • If you want to use all of the new BI functionality you will need a new Microsoft Stack. ie. SQL Server 2012 with latest rollup (spring 2013), SharePoint 2013, Office 2013
  • Lifecycle Services is eventually going to include a tool to export and import companies . Think of the “Copy company” functionality in AX 2009. This will be good to copy base configurations, not companies with lots of data.
  • The next version of AX (6.3) will not include major updates. There will be feature packs that can be installed or not installed (not like the first feature pack).
  • MS is going to be taking solution architecture very seriously going forward. There is a team of architects than can be engaged to review your solution. We should think about doing this for larger implementations.
  • The Code Analysis Tool (CAT) is now a part of lifecycle services which checks for a lot more than the standard compiler and best practice checker. As a continuous update tool, expect more rules to be added as they are developed.
  • There are some list pages that join to a lot of tables, especially when it comes to the organization hierarchy (vendor / customer list page). You can speed these list pages up by turning on “Find first” on the queries and by enabling join caching.
  • Master planning explanations are good for one sales order explosion only. For entire run, you must use data collectors which are much harder to read. Use keyword: MRP and filter on 107, 108. (Need to try this in order to know what this means).
  • There is a multi select framework now that is used on the proposed order form. This allows you to select a bunch of orders, filter, select some more orders, sort, select some more orders, then firm the orders you’ve selected. This framework can be extended to any list page where needed.
  • WCF is the communication and integration framework going forward (ie. services). If you have business connector integrations, then you should start to look at migrating them.
  • When upgrading to AX 2012, do as much as you can before (note: there are a few things that shouldn’t be upgraded before) the upgrade. Clean data, archive data, delete unused code (not data definitions). Also layers should be merged before.
  • The data migration framework can be used to Migrate configuration data. One participant asked how to keep developer machines updated with the latest configuration changes. The answer was to try and use the data migration framework for this. We should attempt to try this and look on-line for others who may have had success using the DMF for this purpose.
  • One comment made many times during the conference was that maintaining ISV solutions for all 8 versions of AX is very difficult or next to impossible. One partner said they keep a version for CU1 only because of backward compatibility issues. For example if you maintain your solution for CU3, then that model cannot be imported into CU1. I think we have actually come across this a couple of times. The official response from MS was to maintain a model file for each version or to at least have one for version which are being used by your customers.
  • The future of AX and MS is in the cloud. In the next big release of AX all clients will be remote (no local processing). Because of this there was a strong suggestion to use best practices where ever possible. Also, we should think about holding off on developing rich UI interfaces right now.
  • There was a great presentation by Peter Villadsen showing the LINQ provider (write queries for more than just SQL like Active Directory, Web services, etc). Also showed how the MS Solver Foundation using the Optimization Modeling Language (OML) can be used from AX (used in the product configurator). Think of problems like the traveling salesman. This framework will let you solve this, and other similar problems, in seconds. One practical application could be and auto-scheduling tool.

That’s all I have time to write for now, but may add more later.

2012 R2 Technical Conference Notes

Check out the conference tweets to get a feel of the buzz: #AX2012R2

There are blog posts already out there with notes from the conference. Here is a compilation of my takeaways.

Executive Summary

  • There has been a big push for better BI. AX out-of-the box BI in 2009 was awful (admitted by BI team). 2012 and now R2 BI is beautiful and fully usable toolset for a broad range of BI stories. There are multiple streams of BI ranging from corporate KPI’s to personal BI with self-service analysis. Going forward we should be embracing the Microsoft stack in this space. In order to take full advantage of what has been delivered we need to build our BI solutions using AX tools and save them back to the AOT. More on this later.
  • Microsoft has done a lot in the retail space. The biggest part that was presented during the keynote was their web storefront solution. Basically you can create a fully functioning on-line store with product filters, visualizations and processing capabilities all backed by an AX database. Want to offer a new product? Just release it in your inventory module in AX and it shows up in the on-line store. Set inventory dimensions up and the user will be able to filter to find exactly what they need.
  • Lifecycle Services are a set of tools that have been released to help with AX implementations. The tools are on-line so resources working on a project can work with the implementation information can all go to one place. This includes Microsoft who could be given access when called in to help out. Included tools: InformationSource, RapidStart update, Data import & export (use this to export a template company and import into other companies), Code analyzer, Diagnostic tool. This is a continuous update platform that will have new tools, features, and functionality deployed as they are ready. Many of these tools are cloud based (including the code analyzer) and is the direction in which Microsoft is header. Steve Balmer said: “We’re all in” referring to cloud technologies. The next version of AX will be release on the Azure platform.
  • A considerable amount of effort has gone into enabling AX 2012 R2 for multi tenancy. By this I mean partitions. When AX 2012 was released many tables were made global in an attempt to normalize company data and encourage sharing. Many global clients have requirements that certain company data cannot be shared between legal entities due to internal policy or government controls. However, they do not want to install multiple instances of AX which requires more overhead and administration. To solve this partitions were introduced which will completely separate a group of legal entities from each other. When logging into a different partition a separate AX icon must be used. Partitioning has been implemented across the entire solution including reporting and analysis services. As part of this change, the model store has been moved into its own database as well.
  • Master planning has been beefed up with new visibility tools that give insight into why the planner makes the decisions it does. From a sales order explosion a new tab is available called “Explanation” which can be used to see a log of every decision point along the way. ie. Order size quantity was increased because of a minimum order size. The entire master planning run can also be logged but makes use of data collectors and analyzed outside of AX. Action graphs have been added to visually show relationships between orders and the affect an an action will have on that order. You can also automatically apply actions to an order using a wizard.
  • Budget planning has been completely built out as part of the standard solution. AX can now manage the entire budget planning process from the Finance to Production to the Departments and back again. The process is controlled via workflow and users can enter data making use of the office interop using Excel templates. This is nothing like what is available in AX 2012. I have a video you should watch of the demo if you are a finance person.
  • AX 2012 Enterprise Academy is being beefed up and pushed to better educate the partner field. Once you get into the 300 level courses (solution architect) workshops are offered directly with the solution architect team at Microsoft. These are unstructured sessions where participates work through a real world scenario and are required to build a solution. Testing is performed along the way to ensure that participants are absorbing the content. These workshops are for professionals who have real world experience working with AX. If you would like to be come a certified Solution Architect with Microsoft, then you may want to consider engaging in this learning path.

More notes to come which will dive deeper into these and other areas.

Monday, 22 October 2012

Where to find Dynamics AX Content

Today at the AX 2012 R2 Technical conference Margo Crandall gave a short presentation explaining where to find content for AX 2012. For me it was very helpful as I've known about most (not all) of the resources mentioned, but didn't know what the focus was for each. I've often struggled with why there are so many different sites for different information rather than having one site with everything. Wondering aside, here is a matrix showing the audience each is intended for along with a few other links to good resources for AX 2012. I've also included a list of the RSS feeds that I keep track of which is where I get the majority of my updates.



WebSearchAX - To search all AX content sites except for Partner and Customer source:
http://www.microsoft.com/dynamics/ax/websearch/websearchax.htm

Blog explaining content available:
http://blogs.msdn.com/b/dax/archive/2012/03/15/official-dynamics-ax-2012-content-where-is-it-and-how-can-you-find-out-about-updates.aspx

Directly Link to Content Datasheet:
http://www.microsoft.com/en-us/download/details.aspx?displaylang=en&id=29210

AX User Group
http://www.axug.com

AX Partner Connections (New)
http://www.axpartnerconnections.com

RSS Feeds That I subscribe to:


AX Support http://blogs.msdn.com/b/axsupport/rss.aspx
Axilicious http://www.ksaelen.be/wordpress/feed/
Brandon George's Microsoft Dynamics AX Blog https://community.dynamics.com/product/ax/axtechnical/b/brandongeorge/rss.aspx
Dynamics AX Daily http://axdaily.blogspot.com/feeds/posts/default
Dynamics Ax Musings http://feeds.feedburner.com/DynamicsAxMusings
Dynamics Ax Performance Team Blog http://blogs.msdn.com/b/axperf/rss.aspx
Dynamics AX Sustained Engineering http://blogs.technet.com/b/dynamicsaxse/rss.aspx
Dynamics AX tools and tutorials http://kashperuk.blogspot.com/feeds/posts/default?alt=rss
Dynamics NAVAX http://dynamicsnavax.blogspot.com/rss.xml
EMEA Dynamics AX Support http://blogs.msdn.com/b/emeadaxsupport/rss.aspx
Goshoom.NET Dev Blog http://dev.goshoom.net/en/feed/
Inside Microsoft Dynamics AX https://community.dynamics.com/product/ax/axnontechnical/b/dax/rss.aspx
Issues concerning X++ http://blogs.msdn.com/x/rss.xml
mfp's two cents http://blogs.msdn.com/b/mfp/rss.aspx
Microsoft Dynamics https://mbs.microsoft.com/downloads/public/rss/PS_AX_News.xml?rp=14
Microsoft Dynamics AX http://feeds.feedburner.com/blogspot/Aeob
Microsoft Dynamics AX Community Team Blog https://community.dynamics.com/product/ax/axnontechnical/b/axnews/rss.aspx
Microsoft Dynamics AX Developer Center Downloads http://services.community.microsoft.com/feeds/feed/AxDevCenterDownloads
Microsoft Dynamics AX Developer Center Headlines http://services.community.microsoft.com/feeds/feed/AXDevCenterHeadlines
Microsoft Dynamics AX Resource Pages https://community.dynamics.com/product/ax/axtechnical/b/axresources/rss.aspx
Microsoft Dynamics AX Solution Architecture http://blogs.msdn.com/b/axsa/rss.aspx
Microsoft Dynamics ERP "The Edge" Blog https://community.dynamics.com/b/theedge/rss.aspx
Saveen Reddy's blog http://blogs.msdn.com/b/saveenr/rss.aspx
Solutions Monkey http://blogs.msdn.com/b/solutions/rss.aspx
SysDictCoder http://sysdictcoder.com/blog/feed/
The Microsoft Dynamics AX Enterprise Portal Blog http://blogs.msdn.com/b/epblog/rss.aspx