Inside Microsoft Dynamics AX 4.0,9780735622579

Inside Microsoft Dynamics AX 4.0

by ;
Edition: 1st
ISBN13: 9780735622579
ISBN10: 0735622574
Format: Paperback
Pub. Date: 2006-08-16
Publisher(s): Microsoft Press
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Summary

Take a detailed look at the internal architecture of Microsoft Dynamics AX 4.0 with this comprehensive reference for developers and IT implementers. Architects from the Microsoft Dynamics AX team take you deep inside the application frameworks and the development environment. You'll get expert insights to help you master the intricacies of planning, programming, and maintaining adaptable enterprise resource planning solutions.Discover how to: Use MorphX designers and development tools Work with the X++ programming language Build managed solutions that enable enterprise application integration Customize tables, classes, forms, and reports Develop and customize role-based, Web-enabled application portals Implement applications that concurrently support multiple users, languages, and locations Query application metadata using reflection APIs Design and implement application logic that optimizes database performancePlusGet code samples on the Web

Author Biography

Arthur Greef is a software architect on the Microsoft Dynamics AX team who's been with Microsoft Corporation for more than 15 years.

Table of Contents

Foreword xvii
Acknowledgments xix
Introduction xxi
Who Is This Book For? xxi
The History of Microsoft Dynamics AX xxi
Organization of This Book xxii
Reading Guide xxiii
Product Documentation xxiii
Product Web Site xxiii
Naming xxiii
Code xxiii
Glossary xxiv
Special Legend xxiv
System Requirements xxiv
Pre-Release Software xxv
Technologoy Updates xxv
Code Samples xxv
Support for This Book xxv
Questions and Comments xxvi
Part I A Tour of the Development Environment
Architectural Overview
3(18)
Introduction
3(4)
The Operations Environment
7(1)
The Application Development and Run-Time Environments
8(2)
Rich Client Application
9(1)
Web Client Application
9(1)
Integration Client Application
10(1)
The Enterprise Portal and Web Parts
10(2)
Application Modeling and Program Specification
12(1)
The Application Model Layering System
13(4)
The Application Framework
17(2)
The RunBase Framework
17(1)
The Batch Framework
17(1)
The Dialog Framework
17(1)
The Operation Progress Framework
17(1)
The Number Sequence Framework
18(1)
The SysLastValue Framework
18(1)
The Application Integration Framework
18(1)
The Wizard Framework
18(1)
The Infolog Framework
18(1)
Chapter Summary
19(2)
The MorphX Development Environment
21(14)
Introduction
21(1)
Developing with MorphX
21(4)
Plan
22(1)
Design
23(1)
Implement
23(1)
Stabilize
24(1)
Release
24(1)
Application Model Elements
25(9)
Operational and Programming Model Elements
25(3)
Value Type, Database, and Data Association Model Elements
28(3)
Class Model Elements
31(1)
Presentation Model Elements
31(3)
Chapter Summary
34(1)
The MorphX Designers
35(20)
Introduction
35(1)
The Application Object Tree
36(5)
Navigating the AOT
36(2)
Creating New Elements
38(1)
Modifying Elements
39(1)
Refreshing Elements
39(1)
Element Actions
40(1)
Element Layers
41(1)
The Project Designer
41(3)
Creating a New Project
41(1)
Automatically Generated Projects
42(2)
Project Types
44(1)
The Property Sheet
44(2)
The X+ + Editor
46(2)
Shortcut Keys
47(1)
Editor Scripts
48(1)
The Label Editor
48(3)
Creating a New Label
50(1)
Referencing Labels from X+ +
51(1)
The Form Visual Designer and Report Visual Designer
51(3)
The Form Visual Designer
52(1)
The Report Visual Designer
53(1)
Chapter Summary
54(1)
The MorphX Development Tools
55(36)
Introduction
55(1)
The Compiler
56(2)
The MorphX SDK
58(1)
The Best Practices Tool
59(3)
Understanding Rules
59(2)
Adding Custom Rules
61(1)
The Debugger
62(4)
Using the Debugger
62(1)
The Debugger Interface
63(3)
The Visio Reverse Engineering Tool
66(3)
Data Model
66(2)
Object Model
68(1)
The Table Browser Tool
69(2)
The Find Tool
71(2)
The Compare Tool
73(4)
Starting the Compare Tool
73(2)
Using the Compare Tool
75(1)
Compare APIs
76(1)
The Cross-Reference Tool
77(3)
The Version Control Tool
80(10)
Element Life Cycle
81(1)
Check-out
82(1)
Undo Check-out
82(1)
Check-in
82(1)
Quality Checks
83(1)
Updating Source Code Casing
83(1)
Creating New Elements
84(1)
Renaming Elements
84(1)
Deleting Elements
84(1)
Labels
84(1)
Get Latest
85(1)
Synchronization
85(1)
Synchronization Log
86(1)
Show History
86(1)
Revision Comparison
87(1)
Pending Elements
87(1)
Build
88(1)
Integration with Other Version Control Systems
88(2)
Chapter Summary
90(1)
The X+ + Programming Language
91(30)
Introduction
91(1)
Jobs
92(1)
The Type System
92(4)
Value Types
92(1)
Reference Types
93(1)
Type Hierarchies
94(2)
Syntax
96(19)
Variable Declarations
96(2)
Expressions
98(1)
Statements
99(15)
Macros
114(1)
Comments
114(1)
Classes and Interfaces
115(3)
Fields
116(1)
Methods
117(1)
Chapter Summary
118(3)
Part II Developing with Microsoft Dynamics AX
Customizing Microsoft Dynamics AX
121(30)
Introduction
121(1)
Table and Class Customization
122(10)
Creating New Dimension Types
122(3)
Adding New Dimensions to a Table
125(2)
Enabling New Dimensions in Forms
127(2)
Customizing Other Tables
129(1)
Adding Dimensions to Queries
129(1)
Adding Lookup, Validation, and Defaulting X+ + Code
130(2)
Form Customization
132(8)
Displaying an Image
133(2)
Displaying an Image on a Form
135(5)
Report Customization
140(7)
Creating Promotional Materials
140(1)
Adding Promotional Materials to an Invoice Report
141(6)
Number Sequence Customization
147(3)
Chapter Summary
150(1)
Extending Microsoft Dynamics AX
151(38)
Introduction
151(1)
Wizard Framework Extension
151(14)
Creating a New Wizard
153(3)
Creating Labels
156(1)
Adding Content to the Wizard
157(7)
Adding the Wizard to the Navigation Pane and Main Menu
164(1)
Creating a Default Data Wizard
164(1)
RunBase Framework Extension
165(22)
Inheritance in the RunBase Framework
165(1)
The Property Method Pattern
166(1)
The Pack-Unpack Pattern
167(3)
Bike-Tuning Service Offers Example
170(11)
Adding Property Methods
181(1)
Adding Constructors
182(1)
Adding a Query
183(3)
Client/Server Considerations
186(1)
Chapter Summary
187(2)
The Business Connector
189(24)
Introduction
189(1)
Integration Technologies
190(1)
Inside the Business Connector
191(6)
The Logical Component Stack
192(1)
Run Time
193(1)
Web Interoperability
194(2)
Security
196(1)
Usage Scenarios
197(3)
Client
197(2)
Web
199(1)
Server
199(1)
Working with the .NET Business Connector
200(8)
Data Types and Mappings
201(1)
Managed Classes
201(1)
Request and Response Processing
202(2)
Exception Handling
204(1)
HelloWorld Example
205(1)
Accessing Data
206(1)
Invoking Business Logic
207(1)
CLR Interoperability
208(2)
Migrating Applications
210(1)
Chapter Summary
211(2)
XML Document Integration
213(24)
Introduction
213(1)
AIF Architectural Overview
214(2)
The XML Structure
216(1)
The AxdBase API
217(2)
The AxInternalBase API
219(6)
The Query
225(1)
The Axd Wizard
226(1)
Customizing an Existing XML Document
227(3)
The Entity Key Class
230(1)
The Send Framework
230(2)
Security
232(1)
Chapter Summary
233(4)
Part III Under the Hood
The Enterprise Portal
237(38)
Introduction
237(1)
Inside the Enterprise Portal
238(1)
Page Processing
239(3)
The Web Framework
242(27)
Web Forms
243(4)
Reports and Web Reports
247(4)
Weblets
251(2)
Securing Web Elements
253(3)
Web Menu Items and Web Menus
256(1)
Web Parts and Web Part Pages
257(6)
Web Files
263(2)
The Import Page and Deploy Page Tools
265(1)
Record Context and Encryption
266(1)
Web Page Development Flow
266(3)
Content Management
269(1)
Common Search
270(2)
Security
272(2)
Chapter Summary
274(1)
Configuration and Security
275(26)
Introduction
275(1)
IntelliMorph
276(5)
Best Practices
277(2)
Working with IntelliMorph
279(2)
Licensing and Configuration
281(6)
The Configuration Hierarchy
282(1)
Configuration Keys
283(2)
Using Configuration Keys
285(2)
The Security Framework
287(12)
Organizing Security
287(3)
Applying Security
290(5)
Security Coding
295(4)
Chapter Summary
299(2)
The Database Layer
301(60)
Introduction
301(1)
Transaction Semantics
302(20)
Transaction Statements
302(2)
Isolation Levels
304(4)
Concurrency Models
308(14)
Record Identifiers
322(4)
Allocation
322(2)
Administration
324(1)
Upgrade
325(1)
Company Identifiers
326(5)
Identification
328(1)
Changing the Company Account
329(2)
External Accessibility
331(1)
Unicode Support
331(5)
Databases
332(1)
The Application Runtime
333(1)
The MorphX Development Environment
334(1)
Files
335(1)
DLLs and COM Components
335(1)
Database Access
336(10)
Database Synchronization
337(2)
Table, Column, and Index Naming
339(1)
Left and Right Justification
339(2)
Placeholders and Literals
341(2)
The Dynamics AX Type System vs. the Database Type System
343(1)
The Database Log and Alerts
344(2)
Database-Triggering Methods
346(5)
The insert, update, and delete Methods
346(1)
Selecting Rows
347(1)
Validating Rows
348(1)
Changing the Default Behavior
348(3)
Set-Based DML Statements
351(1)
Temporary Tables
351(8)
Using Temporary Tables
352(5)
Design-Time Setting
357(1)
Configuration-Time Setting
357(1)
Application Runtime Setting
358(1)
Chapter Summary
359(2)
Advanced MorphX Forms
361(16)
Introduction
361(1)
Capturing Form Instantiation
362(3)
Adding Design Controls at Run Time
365(1)
Populating the Control
366(1)
Reacting to User Interface Events
367(1)
Form Opt Out
368(1)
The Final Result
369(5)
Chapter Summary
374(3)
Reflection
377(16)
Introduction
377(1)
Reflection System Functions
378(4)
Intrinsic Functions
378(2)
The TypeOf System Function
380(1)
The ClassldGet System Function
380(2)
Reflection APIs
382(10)
The Table Data API
382(3)
The Dictionary API
385(3)
The Treenodes API
388(4)
Chapter Summary
392(1)
System Classes
393(22)
Introduction
393(1)
The Global Session Classes
393(5)
The Startup Sequence
394(1)
The Application Class
395(1)
The Info Class
396(1)
The ClassFactory Class
396(1)
The VersionControl Class
397(1)
The SysGlobalCache Class
397(1)
The Global Class
398(2)
The Collection Classes
400(13)
The Set Class
400(2)
The List Class
402(1)
The Map Class
402(1)
The Array Class
403(1)
The Struct Class
404(2)
Traversal
406(2)
Serialization
408(2)
Bringing It All Together
410(2)
Other Collection Classes
412(1)
Chapter Summary
413(2)
Unit Testing
415(12)
Introduction
415(1)
Test Cases
416(4)
Test Suites
420(2)
Test Projects
422(1)
The Test Toolbar
423(1)
Code Coverage
423(1)
Test Listeners
424(1)
Object Model
425(1)
Chapter Summary
426(1)
Performance
427(36)
Introduction
427(1)
Client/Server Performance
428(4)
Controlling the Execution of Logic
428(1)
Optimizing Client/Server Calls
429(2)
Parsing Parameters by Reference and Value
431(1)
Reports and Forms
431(1)
Transaction Performance
432(25)
Set-Based Data Manipulation Operators
432(10)
Restartable Jobs and Optimistic Concurrency
442(2)
Caching
444(9)
Limiting Field Lists
453(3)
Other Performance Considerations
456(1)
Dynamics AX Monitoring Tools
457(4)
Monitoring Client/Server Calls
457(1)
Monitoring Database Activity
457(2)
The Code Profiler Tool
459(2)
Chapter Summary
461(2)
Upgrade and Data Migration
463(28)
Introduction
463(1)
Upgrading from an Earlier Version
464(8)
Upgrade Planning
464(2)
Backup of Code and Data
466(1)
Code Upgrade in a Development Environment
467(3)
Data Upgrade in a Test Environment
470(1)
Testing of Upgraded Code and Data
471(1)
Production Upgrade in the Live Environment
472(1)
Applying Service Packs and Hotfixes
472(1)
Service Packs
472(1)
Hotfixes
473(1)
Migrating Data
473(7)
Data To Be Migrated
474(1)
Data Migration Techniques
475(4)
Automated Data Migration
479(1)
Data Model
479(1)
Chapter Summary
480(3)
Part IV Appendixes
Application Files
483(2)
Microsoft SQL Server 2000, SQL Server 2005, and Oracle Database 10g Comparison
485(2)
Source Code Changes Required for Upgrade
487(4)
Code Changes
487(1)
Metadata Changes
488(1)
Table Modifications
489(2)
Glossary 491(4)
Index 495

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