Options (form)

Article
05/05/2014

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

Click File > Tools > Options.

Use this form to define your personal settings.

If you are an administrator, you can use this form to define settings for a specific user. Select the user in the Users form, and then click Options.

Navigating the form

The following tables provide descriptions for the controls in this form.

Links

The links that are available vary, depending on the user’s role. For example, a user who has developer rights sees more links than a basic user. Users who have administrator rights can see all links and options.

Link	Description
General	Set options such as the startup company, language, and time zone.
Notifications	Specify how frequently you want to receive notifications, and whether you want to receive notifications as pop-up messages or e-mail messages.
Delegation	Delegate workflow tasks and documents to another user.
Status bar	Select the information that you want to appear on the status bar. The status bar is located at the bottom of the client workspace.
Development	Set options for developers who customize Microsoft Dynamics AX. For more information, see the developer documentation that is available on MSDN.
SQL	Set the options for SQL tracing for Microsoft Dynamics AX. SQL tracing methods monitor specific events for Microsoft SQL Server.
Confirmation	Specify which warning messages appear when you delete or update information.
Preload	View a list of the tables that can be preloaded.
Microsoft Outlook	Set options for using Microsoft Outlook with Microsoft Dynamics AX.

Buttons

Button	Description
Apply	Apply changes, but do not close the Options form.
Default	Reset all options on all tabs to the system’s default settings.
Usage data	Open the Usage data form, where you can view, reset, or delete settings that are stored for the selected user.
Electronic signature	Set options that are related to electronic signatures. The following options are available: Get certificate – Open the Electronic signature password form, where you can request a certificate and set a password that is used to sign documents electronically. Reset certificate – Revoke the current certificate and the password that was used to sign documents electronically. After the certificate is reset, make sure that you select Get certificate if you require a new certificate. Designate approver – Open the Designate approver form, where you can specify the user who must approve the selected user's changes.

Fields (General page)

Field	Description
Alias	The identifier that is stored for the user in Active Directory Domain Services.
Network domain	The name of the authenticated user's Active Directory domain.
Last logon	The date that the selected user last logged on to the system.
Language	The user's preferred language for text that is displayed in Microsoft Dynamics AX. Note You do not have to install Windows language packs to view languages in Microsoft Dynamics AX. However, for a fully localized experience, the appropriate language packs must be installed for the operating system and the Microsoft .NET Framework version 4.0.
Alternate help language	The user's preferred language for Help content.
Default country/region	The default country/region that is used for addresses.
Start company accounts	The company account that is active when the user logs on.
Autocomplete	Select the check box if you want the system to save values that you frequently type and propose matching entries when you start to type in a field.
Default <TAB> behavior	Specify the behavior when the TAB key is pressed in Microsoft Dynamics AX forms. Select the check box if you want to use the TAB key to move through the fields and buttons on the current tab only. Clear the check box if you want to use the TAB key to move through all fields on all tabs.
List page child form link	Specify the behavior of forms that open from a list page when you select another record on the list page. Select one of the following options: Auto – Use the default behavior that is specified for each form. Dynamic – The form always displays information that is related to the selected record. Static – The form does not reflect the record that is selected on the list page. Instead, the form continues to display data for the record that was selected when the child form was opened.
Detail level	Specify the level of detail that is provided in the Infolog. Note If the detail level is set to None, historical errors and warnings cannot be viewed.
Automatic shutdown	Set the number of minutes that a client can be idle before it shuts down automatically. If the value is set to 0 (zero), the client never shuts down automatically.
Refresh time duration (minutes)	Specify the interval, in minutes, at which information is updated on the selected user’s Role Center. The value must be between 0 (zero) and 1440 minutes, or 1 day. Note If you enter 0, information on the page is not updated.
Filter by grid on by default	Select the check box if you want the filter by grid control to appear in every grid.
Default global view/edit mode	Select the default mode that forms open in. For example, if you select View, every form opens in view-only mode.
Theme name	This feature is not used in this version of Microsoft Dynamics AX.
Mark empty links	This feature is not used in this version of Microsoft Dynamics AX.
Preferred time zone	Set the time zone that you want to view data in. By default, the preferred time zone is set to the time zone of the server’s Windows locale. The administrator can change the preferred time zone.
Time zone mismatch notification	A selected option indicates that the user receives a notification when the time zone of the Microsoft Dynamics AX client does not match the time zone of the computer’s Windows locale.
Document handling active	Select the check box to make the Document handling icon available on the toolbar and on the Command menu.
Show attachment status	Select the check box if you want the Document handling icon on the toolbar to be highlighted when you select a record that contains a document reference. To help improve system performance, clear the check box.
Signature enabled	A selected check box indicates that the selected user can provide electronic signatures.
Valid certificate	A selected check box indicates that the selected user has a valid certificate for electronic signatures.
Activate answer	Select the check box to activate detection of incoming calls for the selected user.
Workbook supports refresh	Select one of the following options: Never – Information that you export to Microsoft Excel cannot be updated. This is the default setting. When possible – You can update information that you export to Excel, if an update is possible. If an update is not possible, the system uses the Never option. For example, an update is not possible when the user has insufficient permissions or tables are unavailable.
Remote Desktop session exports to:	If the user connects to Microsoft Dynamics AX through a Remote Desktop client, select the computer on which data is exported to Microsoft Excel. Select one of the following options: Server Excel – Export data to the server computer. Client Excel – Export data to the user’s client computer.

Fields (Notifications page)

Field	Description
Receive notifications every (minutes)	The interval, in minutes, at which Microsoft Dynamics AX polls for new alerts. The minimum value is 1 minute, and the maximum value is 1440 minutes, or 1 day.
Pop-up link destination	Specify whether you want to view the current alert or the original alert when you open the Notification list form. By viewing the original alert, you can see the context in which the alert was triggered.
Send alert as email message	Select whether you want alerts to be delivered as e-mail messages. Alerts can be delivered as e-mail messages for all alert rules, no alert rules, or selected alert rules. The setting of this field overrides the setup at the rule level. For more information about each option, see About receiving alerts.
Show pop-ups	Specify whether you want alerts to be delivered as pop-up messages. Alerts can be delivered as pop-up messages for all alert rules, no alert rules, or selected alert rules. The setting of this field overrides the setup at the rule level. For more information about each option, see About receiving alerts.
Line-item notification type	The format in which notifications are sent for line-item workflows.
Show notifications in the Microsoft Dynamics AX client	Select the check box if you want notifications for work items to be displayed in the Microsoft Dynamics AX client.
Show pop-ups for notifications	Select the check box if you want notifications for work items to be displayed in a pop-up window.
Send notifications in email	Select the check box if you want notifications for work items to be sent as e-mail messages.

Fields (Delegation page)

Fields	Description
Scope	Select the work items that you want to delegate. You can delegate all work items, work items that are in a specific category, or work items that are in a specific workflow.
Name	Select the category or workflow that you want to delegate work items for. This option is not available if you selected to delegate all work items.
Delegate	Select the Microsoft Dynamics AX user that you want to delegate work items to.
Enabled	Select the check box to enable the selected delegation rule.

Fields (Status bar page)

Fields	Description
Show status bar	Select how you want the status bar to be displayed.
Warn company accounts change	Select the check box if you want a message to appear when you switch between workspaces that have different legal entity contexts. The message appears when two workspaces are open that have different legal entity contexts. This message helps you avoid creating transactions in the wrong legal entity.
Show company information in form title	Select the check box if you want the legal entity context to appear in the title bar of forms that contain information that is specific to a legal entity.
Show Help text	Select the check box if you want the status bar to display Help information for the control that you are currently working with.
Show clock	Select the check box if you want the status bar to display the time.
Show CapsLock	Select the check box if you want the status bar to display the status of CAPS LOCK.
Show activity	Select the check box if you want the status bar to display data transfer activity and database activity.
Show session date	Select the check box if you want the status bar to display the session date.
Show utility layer	Select the check box if you want the status bar to display the current application object layer.
Show NumLock	Select the check box if you want the status bar to display the status of NUM LOCK.
Show company accounts	Select the check box if you want the status bar to display the company ID that is associated with the current legal entity. Note If this check box is selected, you can easily change the legal entity context by clicking the company ID on the status bar.
Show currency	Select the check box if you want the status bar to display the default currency. Note If this check box is selected, you can change the currency unit by clicking the currency on the status bar.
Show user ID	Select the check box if you want the status bar to display the user ID.
Show customizable Help text field	Select the check box if you want the status bar to display a customizable field. Information in this field must be implemented by a developer.
Show alert status	Select the check box if you want the status bar to display the number of unread alerts.
Show partition	Select the check box if you want the status bar to display the partition that the client is currently connected to. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Show AOS name	Select the check box if you want the status bar to display the name of the instance of Application Object Server (AOS) that the client is currently connected to.
Show current model	Select the check box if you want the status bar to display the current model. Note This check box is available only if you have a developer license.
Show document attachments button	Select the check box if you want the status bar to display the Document handling button.
Show record navigation buttons	Select the check box if you want the status bar to display navigation buttons for records. Use the navigation buttons to move to the next record or the previous record in a form.
Show view/edit record button	Select the check box if you want the status bar to display the Edit Record button.
Show details form details/grid view buttons	Select the check box if you want the status bar to display the Details View and Grid View buttons.

Fields (Development page)

For more information, see Setting Development Options in the developer documentation on MSDN.

Fields (SQL page)

Use the fields on this page to set SQL tracing options for Microsoft Dynamics AX. SQL tracing methods monitor specific SQL Server events.

For more information about tracing, see the Microsoft Dynamics AX developer documentation.

The following sections are included on this page:

Multiple SQL statements – Use the options in this section to monitor SQL statements that are sent between AOS and database. We recommend that you use these options only in a development environment.
Long queries – Use the options in this section to locate single SQL statements that exceed a user-defined time. The Threshold value defines the length, in milliseconds, of a long-running query.

These options can be useful in both development and testing environments. By setting low thresholds for the query time, you can find and remove performance bottlenecks. These options can also be useful in production environments. By setting high thresholds, you can perform monitoring.
Warnings – Use the options in this section to warn the developer when code fragments or constructions force the kernel to make changes. Warnings that are related to performance are also issued.
Deadlocks – Use the options in this section to track bottlenecks in multiuser environments.

Note

If you enable these options, you do not enable or disable the standard handling of deadlocks in Microsoft Dynamics AX.

Field	Description
SQL trace	Select this check box if you want to enable the options on this page.
Threshold	Specify a value, in milliseconds, that defines the length of a long-running query.
Message window	Select the check box if you want tracing results to be displayed immediately. This option is typically used for simple tracing during development.
Infolog	Select the check box if you want tracing results to accumulate and to be displayed in the Infolog. This option enables access to the SQL statement trace log form.
Table (database)	Select the check box if you want tracing results to be stored in the database. This option lets you collect large amounts of data and work with the data later. For more information, see the SQL statement trace log form.
Write to file	Select the check box if you want tracing results to be written to a file. The full path of the file is displayed in the File name field. This option lets you collect large amounts of data.

Fields (Confirmation page)

For more information about the table types that are listed in this topic, see Table Groups.

Fields	Description
Confirm deletion	Select the check box if you want a confirmation message to appear when a record of the specified type is deleted. By default, confirmation messages appear when records are deleted.
Confirm update	Select the check box if you want a confirmation message to appear when a record of the specified type is updated. By default, confirmation messages do not appear when records are updated.
Main	Select the appropriate check box if you want a confirmation message to appear when records in Main tables are deleted or updated.
Transaction	Select the appropriate check box if you want a confirmation message to appear when records in Transaction tables are deleted or updated.
Groups	Select the appropriate check box if you want a confirmation message to appear when records in Groups tables are deleted or updated.
Parameters	Select the appropriate check box if you want a confirmation message to appear when records in Parameters tables are deleted or updated.
Various	Select the appropriate check box if you want a confirmation message to appear when records in Various tables are deleted or updated.
Journal header	Select the appropriate check box if you want a confirmation message to appear when records in Journal header tables are deleted or updated.
Journal lines	Select the appropriate check box if you want a confirmation message to appear when records in Journal lines tables are deleted or updated.

Fields (Preload page)

The Preload option loads all the data from a SQL database table when the table is first accessed. This option can improve performance and scalability for static data that is frequently accessed. By preloading information, you can reduce potential bottlenecks in the database.

Evaluate the tradeoff between the time that is required to preload the information and the time that is required to access the information later. If you access the information frequently and for extended periods, you can improve performance by preloading the information. If you perform limited lookups and maintain the session for a limited time, you might not want to preload large amounts of data.

A table can be preloaded only if the CacheLookup property is set to EntireTable in the Application Object Tree (AOT). All records in the table are then saved in the cache the first time that the data is accessed.

Because of a specific user’s usage pattern, access to a given table may be faster if the table is not preloaded. In this case, the Preload option can be deactivated for only that user. If a table is so large that the initial load time exceeds any gains in access time, deactivate preloading for all users by deactivating the option for the Admin user.

To select a table so that it is preloaded, select the check box next to the table ID. If you cannot select the check box, preloading of the table has been deactivated for all users.

Note

If the data in a preloaded table is modified, Microsoft Dynamics AX preloads the data again the next time that the table is accessed.

Fields (Microsoft Outlook page)

Fields	Description
Microsoft Office Outlook user identification	The selected user’s user ID in Outlook.
Microsoft Outlook folders	The folders in Outlook that are used to synchronize contacts, tasks, and calendars to Microsoft Dynamics AX.
Synchronize recurring appointments	A selected check box indicates that recurring appointments are synchronized from Outlook to Microsoft Dynamics AX.
Synchronize private tasks	A selected check box indicates that private tasks are synchronized from Outlook to Microsoft Dynamics AX.
Synchronize private appointments	A selected check box indicates that private appointments are synchronized from Outlook to Microsoft Dynamics AX.
Days after	The number of days after today for which information is synchronized.
Days before	The number of days before today for which information is synchronized.