Enterprise Portal and Role Centers
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Microsoft Dynamics AX provides a set of web sites that give you access to data. On these sites, you can also participate in business processes by using web-based forms. These sites are collectively called Enterprise Portal for Microsoft Dynamics AX. Enterprise Portal with Microsoft Dynamics AX 2012 requires one of the following SharePoint products.
Microsoft SharePoint Foundation 2010
Microsoft SharePoint Server 2010
Microsoft SharePoint Foundation 2013
Microsoft SharePoint Server 2013
Enterprise Portal can be configured to display role-specific home pages that are called Role Centers. Role Centers provide an overview of information that pertains to a user's job function in the business or organization. This information includes transaction data, alerts, links, and common tasks that are associated with the user's role in the company. Role Centers also include reports that are generated by SQL Server Reporting Services or SQL Server Analysis Services. Microsoft Dynamics AX 2012 includes more than two dozen predefined Role Centers, which users can access from Enterprise Portal or the Microsoft Dynamics AX client.
This topic guides you through the process of installing, deploying, and using Enterprise Portal and Role Centers.
Get started Install and deploy Configure Extend Use |
The following table lists tasks that you can complete to learn more about Enterprise Portal and Role Centers.
Task |
Details |
More information |
|---|---|---|
Learn about Enterprise Portal. |
Learn about the features, modules, and SharePoint 2013 technologies that make up Enterprise Portal. |
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Learn about changes to Enterprise Portal and Role Centers |
Several features have been added to Microsoft Dynamics AX 2012, including support forMicrosoft SharePoint 2013 Products. |
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Learn about the Enterprise Portal and Role Centers architecture |
Enterprise Portal and Role Centers use multiple technologies, including Internet Information Services (IIS) and SharePoint. |
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The following sections explain how to install and deploy Enterprise Portal and Role Centers and how to upgrade Enterprise Portal from Microsoft Dynamics AX 2009 to Microsoft Dynamics AX 2012.
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Install and Deploy Enterprise Portal and Role Centers
Complete the tasks in the following table to install and deploy Enterprise Portal and Role Centers.
Task |
Details |
More information |
|---|---|---|
Review system requirements |
Hardware and software requirements, including browser requirements, are described in the System requirements document. The section titled “Software requirements for other Microsoft Dynamics AX server Components” includes details about server requirements for Enterprise Portal and Role Centers. The section titled “Software requirements for the Microsoft Dynamics AX client” includes details about browser requirements. |
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Install prerequisites |
On the computer where you plan to install Enterprise Portal and Role Centers, run the prerequisite validation utility to verify that system requirements have been met. |
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Upgrade reports
The following table provides information about how to upgrade reports in Microsoft Dynamics AX.
Task |
Details |
More information |
|---|---|---|
Upgrade reports |
When you upgrade from Microsoft Dynamics AX 2009, existing reports are copied to the AX 2012 system, but they are not upgraded. AX 2012 provides hundreds of default, predefined reports that you can deploy and customize. We recommend that you use these reports as templates and customize them to meet your requirements. |
After you have deployed the reports, complete the following tasks to make them available to users.
Task |
Details |
More information |
|---|---|---|
Grant users access to reports |
Grant users access to reports. The steps you must follow vary depending on whether you installed Reporting Services in native mode or SharePoint integrated mode. |
You can use Microsoft Visual Studio to customize existing reports, develop new reports, and integrate those reports with Microsoft Dynamics AX.
Task |
Details |
More information |
|---|---|---|
Customize a report which is defined in a model project included with Microsoft Dynamics AX. |
Model projects in Microsoft Dynamics AX adhere to layered development in the MorphX development environment. This allows model projects to be customized, upgraded, and patched using the built-in layering support. You can see those changes applied in Microsoft Dynamics AX. |
Walkthrough: Customizing Existing Microsoft Dynamics AX Reports |
The following sections provide information about how business users, such as CFOs and accounting managers, can create and use reports.
Use the Reporting Services reports that are provided with Microsoft Dynamics AX
End users in your organization can use the information in the following table to work with the default reports that are provided with Microsoft Dynamics AX.
Task |
Details |
More information |
|---|---|---|
Print or email a report |
Microsoft Dynamics AX includes hundreds of preconfigured reports that you can use to view and analyze business data. The linked topic explains how to print or email a report. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).