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Install an Enterprise Portal server

Dynamics AX 4.0

After you have installed a Microsoft Dynamics AX system, you can install an Enterprise Portal. Installing an Enterprise Portal requires that you perform the following steps on the computer that will run Enterprise Portal:

  • Verify prerequisites

  • Set up the Business Connector Proxy

  • Configure Microsoft Internet Information Services (IIS)

  • Configure Microsoft SharePoint Technology

  • Install Enterprise Portal

After you have installed, to finish setting up your Enterprise Portal, you must also:

NoteNote

If you require that the Application Integration Framework (AIF) and Enterprise Portal reside on the same computer, you must exclude the virtual directory that AIF is using from the SharePoint managed path. For details, see Install an application integration server.


Before installing the Enterprise Portal server, the following must be available in the domain:

  • Active Directory directory service configured in native mode.

  • A core Microsoft Dynamics AX installation (file server, object server, client, and database).

  • For external user access to the Enterprise Portal, a perimeter network domain with a firewall must have been configured. For details, see Setting up a perimeter network.

  • ASP.NET 2.0. If you do not meet this prerequisite, see the section Configure IIS in this topic.

  • Windows SharePoint Services (version 2), (SP2), Windows SharePoint Services (version 3), Beta 2, or Microsoft Office SharePoint Server 2007, Beta2.

The Business Connector proxy enforces a strict security policy for users connecting to Microsoft Dynamics AX using Enterprise Portal or any other external Web application dependent on Business Connector. If you do not set up and configure the proxy as described here, remote users cannot connect to Microsoft Dynamics AX using Enterprise Portal.

ImportantImportant

If a malicious user learns the Business Connector proxy credentials (name and password), that user could gain unauthorized access to sensitive data. For this reason, only Microsoft Dynamics AX administrators should know the proxy credentials.


To set up a Business Connector Proxy, you must:

  • Create an account for the proxy in Active Directory

    NoteNote

    Do not add the Business Connector Proxy domain account to Microsoft Dynamics AX as a user. You associate the Business Connector Proxy with Microsoft Dynamics AX in the Configuration wizard.


  • Add the proxy account to IIS and Windows SharePoint Services local Windows groups.

If, after you have set up the Business Connector Proxy, you need to change the instance of the Application Object Server (AOS) that the Business Connector connects to, you can use the Microsoft Dynamics AX Client Configuration Utility. For details, see Manage a Business Connector non-interactive configuration.

Create the proxy account in Active Directory

  1. Create a unique user in Active Directory in the form domain\username, for example, domain\bcproxy. This user must not have the same name as an existing user in Microsoft Dynamics AX. For the procedure to add a new user, see the Active Directory documentation.

  2. Assign a password to the user.

  3. Optional. Select the Password does not expire option.

  4. Select the No interactive logon rights option.

  5. Close Active Directory.

Add the proxy account to IIS and Windows SharePoint Services local Windows groups

You must add the Business Connector proxy account to the IIS and Windows SharePoint Services local Windows groups. IIS and WSS must be installed on your computer before you can perform this procedure.

  1. Open the Computer Management application (Start > All Programs > Administrative Tools > Computer Management).

  2. Expand the Groups folder under Local Users and Groups.

  3. Add the Business Connector proxy account to the following groups:

    • IIS_WPG (IIS Worker Process Group)

    • STS_WPG (STS Worker Process Group), if running Windows SharePoint Services

If you do not have IIS installed, you can install it from Start > Control Panel > Add or Remove Programs > Add/Remove Windows Components > Application server.

  1. Validate that Application Server has been installed as follows:

    Option

    Value

    Application Server Console

    Installed

    ASP.NET

    Installed

    Enable network COM+ access

    Installed

    Internet Information Services (IIS)

    Installed

  2. To configure an existing installation of IIS, use IIS Services Manager, available from Start > All Programs > Administrative tools > Internet Information Services Manager. For more information, see the IIS documentation.

    If Enterprise Portal is external facing for employees, authorized vendors and customers, then verify that IIS is configured to use Secure Sockets Layer (SSL) encryption and Basic authentication:

    Option

    Value

    FrontPage 2002 Server Extensions

    Not installed

    Authenticated access

    • Integrated Windows authentication for intranet-facing Enterprise Portal sites.

    • Basic authentication for Internet facing authenticated Enterprise Portal sites.

    • Anonymous authentication for Internet facing Enterprise Portal sites with public access.

    Server Certificate

    Assigned (Required for Internet facing authenticated Enterprise Portal sites, otherwise optional)

    Require secure channel (SSL)

    Enabled (Required for Internet facing authenticated Enterprise Portal sites, otherwise optional.)

  3. Change the application pool identity for SharePoint Services to use the Business Connector Proxy account.

    1. In the left pane of the IIS Manager, expand the Application Pools directory.

    2. Right-click the SharePoint Services application pool that you are using for Enterprise Portal (often StsAppPool1) and click Properties.

    3. Click the Identity tab.

    4. Select Configurable.

    5. Enter the Business Connector proxy account username and password.

    6. Click Apply.

    7. Click OK.

    8. Right-click the SharePoint Services application pool again and select Recycle. The application pool now accepts requests from the Business Connector proxy account.

      ImportantImportant

      If the security policy in your organization or company compels you to change the proxy password at any time, you must repeat this procedure and enter the new password.


  4. Validate that ASP.NET 2 is enabled.

    1. In the left pane of the IIS Manager, click Web Server Extensions.

    2. In the right pane, validate that ASP.NET 2 is enabled. If it is not enabled, you must install ASP.NET 2.0. For details, see the instructions in the Knowledge base article located here.

Microsoft Dynamics AX Enterprise Portal can run on any of the following SharePoint technologies:

  • Windows SharePoint Services (version 2), SP2

  • Windows SharePoint Services (version 3), Beta 2

  • Microsoft Office SharePoint Server 2007, Beta 2

Configuration settings vary for each technology. See the appropriate procedure below for details.

NoteNote

If you have installed both Windows SharePoint Services (version 3), Beta 2, and Windows SharePoint Services (version 2), SP2 on a computer, Microsoft Dynamics AX will not deploy to Windows SharePoint Services (version 2).


Configure Windows SharePoint Services (version 2), SP2

You can download Windows SharePoint Services (version 2), SP2 from Microsoft.com. SharePoint technologies can be installed with MSDE, Microsoft SQL Server 2000 with SP4, or Microsoft SQL Server 2005. For details about installing Windows SharePoint Services with SQL Server 2000 with SP4, see Install Windows SharePoint Services, version 2 (SP2), or see the Deployment Scenarios section of the SharePoint Technologies documentation on TechNet.

To configure an existing installation of Windows SharePoint Services, use SharePoint Central Administration, available from Start > All Programs > Administrative tools > SharePoint Central Administration.

  1. Validate that the Virtual Server provisioning settings are as follows:

    Option

    Value

    Security account

    Predefined, Business Connector proxy account

    Security configuration

    NTLM

  2. If you have already installed IIS, and have not yet installed ASP.NET version 2, execute the following command:

    %SYSTEMROOT%\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -i

  3. Verify that ASP.NET v2.0.50727 is listed in IIS Manager on the ASP.NET tab:

    1. Right-click the Default Web site and click Properties.

    2. Click the ASP.NET tab.

    3. In the ASP.Net version drop-down list, verify that v2.0.50727 is selected. If it is not selected, do that now.

  4. Click OK.

  5. Open the web.config file. (%SYSTEMDRIVE%\Inetpub\wwwroot\) to make the following change.

  6. Press CTRL+F to open the Find dialog box.

  7. Search for the following tag:

    <trust level="WSS_Minimal" originUrl="" />

  8. Replace it with the following tag (changes in bold):

    <trust level="WSS_Medium" originUrl="" />

  9. Optional. If you have already installed Windows SharePoint Services but are not running Service Pack 2, you must make further changes to the web.config file. Read the information available in the Knowledge Base article located here, and make the following changes.

    1. Search for the following tag:

      <trust level="WSS_Medium" originUrl="" />

    2. Replace it with the following tag (changes in bold):

      <trust level="WSS_Medium" originUrl="" processRequestInApplicationTrust="false" />

    3. Search for the following tag:

      <pages enableSessionState="false" enableViewState="true" enableViewStateMac="true" validateRequest="false"> </pages>

    4. Replace it with the following tag (changes in bold):

      <pages enableSessionState="false" enableViewState="true" enableViewStateMac="true" validateRequest="false" enableEventValidation="false"> <namespaces> <remove namespace="System.Web.UI.WebControls.WebParts" /> </namespaces> </pages>

    5. Search for the following tag:

      <httpRuntime maxRequestLength="51200" />

    6. Replace it with the following tag (changes in bold):

      <httpRuntime executionTimeout="6000" maxRequestLength="51200" />

  10. Save your changes.

  11. Close the web.config file.

  12. In a command prompt, type IISReset, and wait for IIS to restart.

Configure Microsoft Windows SharePoint Services (version 3), Beta 2 or Microsoft Office SharePoint Server, Beta 2

Information about how to configure Enterprise Portal to work with Windows SharePoint Server (version 3), Beta 2 or Microsoft Office SharePoint Server, Beta 2 is available on Using Microsoft Dynamics AX.

You must be at the Enterprise Portal server computer to install the Enterprise Portal software.

Components installed

Setting up a computer as an Enterprise Portal server installs the following components:

  • Microsoft Dynamics AX client.

  • Microsoft Dynamics AX Client Configuration Utility.

  • .NET Business Connector.

Verify rights

You must log in with an account that is a member of the Administrators group on the computer on which you are running Setup.

Start Setup

If you have not done so already, insert the Microsoft Dynamics AX DVD into your drive. If the Microsoft Dynamics AX Setup Wizard does not launch automatically, double-click the Autorun.hta file in the root directory of the DVD.

If you are installing from a network location, share the installation files and connect to the location from the computer on which you want to install the program.

Install Enterprise Portal server files

Because Enterprise Portal requires that the Microsoft Dynamics AX client also be installed, if it is the first client you are installing on a computer, Setup requires that you provide the display language, Help language and file location for the client.

  1. To begin the installation process, click Microsoft Dynamics AX.

    On the Prerequisites check page, Setup validates that the software required to install Microsoft Dynamics AX is present. If it is not, click Install. To continue after the update completes, click Next.

  2. On the Welcome page of the Setup Wizard, click Next to continue.

  3. On the License agreement page, read the license agreement and then click I accept the terms in the license agreement to accept the licensing terms and conditions. Accepting the license agreement activates the Next button. To continue, click Next.

    NoteNote

    To end Setup, click Cancel.


  4. On the Select installation type page, click Custom installation, and then click Next.

  5. On the Select computer role page, select Enterprise Portal server, and then click Next.

    NoteNote

    You can install multiple roles on the same computer. For additional information, see System topology recommendations.


  6. On the Select display language page, select the language in which you would like to first run Microsoft Dynamics AX. If you later decide to change languages, you can modify the user language within the client.

  7. On the Select Help language page, select the Help languages you would like to have available for Microsoft Dynamics AX.

    NoteNote

    To switch between Help languages, you can change the user settings within the Microsoft Dynamics AX client.


  8. On the Install client files page, click Next to accept the default location, or click Browse to designate a different location.

  9. On the Connect to Application Object Server page, type the name of the Application Object Server (AOS) you would like to connect to, and then click Next.

    If you do not know the name of the AOS and it is running locally, you can check its name under Administrative Tools > Services. Otherwise, contact the Microsoft Dynamics AX administrator.

  10. On the Ready to install page, review the summary of roles for your computer. To proceed, click Next.

  11. On the Installing page, you can monitor installation progress as Setup proceeds.

  12. On the Completing Microsoft Dynamics AX Setup page, you can review the summary of roles for your computer. To exit the Microsoft Dynamics AX Setup wizard, click Finish.

After you have installed, to finish setting up your Enterprise Portal, you must also:

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