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Planning considerations for the Help system [AX 2012]

Updated: June 1, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Before installing Microsoft Dynamics AX and implementing the Help system, you should prepare a plan covering each of the following areas.

Before selecting a topology, consider the following questions.

The Microsoft Dynamics AX Help server manages the storage and display of Microsoft Dynamics AX product documentation. You must install the Help server on a computer that is running Internet Information Services (IIS). Keep in mind that you can install other web applications on this same computer, such as Enterprise Portal.

When installing the Help server, you will need to specify the name of the computer that is running the Microsoft Dynamics AX Application Object Server (AOS). The Help server must have access to the AOS in order to retrieve label definitions. For more information, see Help system architecture.

To help plan for security, consider the following question.

The .NET Business Connector enables the Help server to communicate with an AOS instance. The Help server must have access to the AOS in order to retrieve label definitions.

The .NET Business Connector must be configured to connect to Microsoft Dynamics AX with a proxy account. The use of a proxy enables the .NET Business Connector to connect on behalf of Microsoft Dynamics AX users when authenticating with an AOS instance. We recommend that the proxy account be set up using the guidelines listed in Specify the .NET Business Connector proxy account.

To ensure good performance of the Help system, consider the following questions.

The Help topics that are installed with the Help server must be indexed by the Windows Search Service. If other applications are installed on the same computer, those applications may affect the performance of the Windows Search Service.

As noted above, the Help server must have access to the AOS in order to retrieve label definitions. If the AOS is installed on a computer in a different geographic location from the computer running the Help server, performance may suffer.

For more information about how the Help server and the AOS work together, see Help system architecture.

If you plan to customize your Help system, consider the following question.

You can create custom Help topics and add them to the Help system. If you are going to create custom topics, consider how you are going to install them. For example, you may need to create a file share for the topics on the computer hosting the Help server. For more information about installing custom Help topics, see Developing on the Help server.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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