AX 300 USG 009 v01.00 ENUS

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Published by Navision a/s.
Published in Denmark 2002.
DocID: AX-300-USG-009-v01.00-ENUS
TABLE OF CONTENTS
CHAPTER 1.
1.1
About configuration .......................................................................... 1-2
1.2
Set up Configuration Keys................................................................ 1-3
1.3
Set up license information ................................................................ 1-4
CHAPTER 2.
SETTING UP ACCESS ..................................................................................... 2-1
2.1
About setting up access ................................................................... 2-2
2.2
Set up user group permissions......................................................... 2-3
CHAPTER 3.
SETTING UP USERS AND USER GROUPS .......................................................... 3-1
3.1
About setting up users and user groups........................................... 3-2
3.2
Set up user groups ........................................................................... 3-3
3.3
Set up users ..................................................................................... 3-4
3.4
Add a password................................................................................ 3-5
CHAPTER 4.
SETTING UP DOMAINS .................................................................................... 4-1
4.1
About domains ................................................................................. 4-2
4.2
Create a domain............................................................................... 4-3
CHAPTER 5.
MANAGING DATA........................................................................................... 5-1
5.1
Use import and export for backup.....................................................5-2
5.2
Export and import default data..........................................................5-3
5.3
Import data from other systems ........................................................5-5
5.4
Enter data in Microsoft Excel ............................................................5-6
5.5
Create templates in Microsoft Excel .................................................5-8
5.6
Import data from Microsoft Excel ......................................................5-9
CHAPTER 6.
WORKING WITH DATA TEMPLATES ..................................................................6-1
6.1
Create a template .............................................................................6-2
6.2
Modify a template..............................................................................6-3
CHAPTER 7.
WORKING WITH DATABASES ...........................................................................7-1
7.1
Set up record level security...............................................................7-2
7.2
Run and schedule Oracle statistics...................................................7-3
7.3
Set up business views ......................................................................7-4
7.4
Set up tracing....................................................................................7-5
CHAPTER 8.
WORKING WITH ASP......................................................................................8-1
8.1
About Application Service Provider...................................................8-2
8.2
ASP guidelines..................................................................................8-4
8.3
Create user group templates ............................................................8-8
8.4
Create an ASP template ...................................................................8-9
8.5
Create a company accounts template ............................................8-10
8.6
Create a license report ................................................................... 8-11
8.7
Issue an expiry warning.................................................................. 8-12
8.8
Client status.................................................................................... 8-13
8.9
Terminology.................................................................................... 8-15
CHAPTER 9.
SENDING E-MAIL MESSAGES .......................................................................... 9-1
9.1
Issue an e-mail broadcast ................................................................ 9-2
9.2
Set up e-mail messages................................................................... 9-3
CHAPTER 10.
REFERENCE ................................................................................................ 10-1
10.1
Definition groups.................................................................. 10-2
10.2
License information. ................................................................ 10-3
10.3
Configuration ................................................................ 10-4
10.4
Users ................................................................. 10-6
10.5
User groups. ................................................................. 10-8
10.6
User group permissions.. ............................................................ 10-9
10.7
User group form setup....................................................... 10-13
10.8
Password parameters........................................................ 10-25
10.9
Company accounts.. ...................................................... 10-27
10.10 Create table definition group ........................................................ 10-28

10.11 Domains.. ........................................................ 10-30
10.12 Parameters.......................................................... 10-31
10.13 Client templates ...................................................... 10-32
10.14 ASP clients. .............................................................10-33

10.15 Company accounts templates.......................................................10-35
10.16 User group templates .....................................................10-36
10.17 Record level security..........................................................10-37
10.18 SQL Administration.........................................................10-38
10.19 Business views........................................................10-40
10.20 Export using table definition groups..............................................10-41
10.21 Change company accounts ..........................................................10-42
Index ...............................................................................................................1
Chapter 1.
1.1
ABOUT CONFIGURATION
Configuration is mainly done through license codes on the License
information form, but some set up of configuration keys is also necessary.
Configuration is done by:
Entering License information
Enabling Configuration keys
After your system is configured, the next step is to set up access for user
groups and domains.
Additional information
License information (See 'License information' on page 10-3)
Configuration (See 'Configuration' on page 10-4)
About setting up access (See 'About setting up access' on page 2-2)
1-2
Users Guide for Administration
1.2
SET UP CONFIGURATION KEYS

1.
On the Administration menu, click Setup, System, and Configuration.
2.
Locate the area to set up. A help text in the right pane is displayed.
3.
Use arrow down to expand the configuration key tree.
4.
Select the check box to enable the configuration key.
Note Boxes marked with a padlock symbol are directly controlled by a

license code, and cannot be disabled. Any child nodes below, however, can
be disabled.
Configuration (See 'Configuration' on page 10-4)
User group permissions (See 'User group permissions' on page 10-9)
Set up user group permissions (See 'Set up user group permissions' on
page 2-3)
1-3
1.3
SET UP LICENSE INFORMATION

1.
On the Administration menu, click Setup, System, and License

information.
2.
Enter the name of the license holder, the system's serial number, and
the expiration date. The information can be found in your license
document.
3.
On the System tab page, enter the License code and verify that
the Status field displays the expected text.
The License code indicates whether you have a standard, professional,
or enterprise solution.
Note The rest of the codes depend on these first four entries and it is
therefore essential that they are entered correctly.
4.
Enter the remaining codes.

For each, check the Status field to ensure that the code is accepted.
Alternatively, click Load license file to import the license codes from a file.
License information (See 'License information' on page 10-3)
1-4
Chapter 2.
Setting up Access
Setting up Access
2.1
ABOUT SETTING UP ACCESS

Prerequisites for setting up access:
Configuration (See 'About configuration' on page 1-2) is done,
Users (See 'Users' on page 10-6) have been created,
User groups (See 'User groups' on page 10-8) have been created,
Company accounts (See 'Company accounts' on page 10-27) have

been created, and
Domains (See 'Domains' on page 10-30) have been created.
Access to features can be restricted for individual user groups. This means
that although a feature is generally available in the Axapta system due to the
configuration done, some users are given partial or no access to the feature.
To set access, follow the steps below:
2-2
1.
Set up security for user groups and domain combinations in the User
group permissions form.
2.
Constraints can be applied to what data should be visible to a given user

using Record level security (See 'Record level security' on page 10-37).
3.
Set up forms to hide certain fields, prevent fields from being edited etc.,
using the User group permissions (See 'User group permissions' on
page 10-9) form.
2.2
SET UP USER GROUP PERMISSIONS

1.
Find the user group and domain to set up permissions for.

The window header displays the selected user group and domain
combination.
2.
Go to the Permissions tab page, and select the menu or table to set
permissions for.
Click the PLUS SIGN (+) to expand the node.
3.
Select the access level for each item.

Use the Viewing field to select between the security tree or one of the
existing menus. The security tree displays menu items sorted by security
keys, while the main menu, for example, is sorted by modules.
2-3
Chapter 3.
Setting up Users and User Groups
3.1
ABOUT SETTING UP USERS AND USER GROUPS

Any user who wants to be able to use the Axapta system must exist as a
user in the system and be a member of at least one user group.
Permissions are only assigned to user groups, not individual users.
Create user groups and assign permissions

1.
Establish each individual that is to use Axapta as a user in the system.

As a minimum, being a user requires a user ID and a name.
A user called "Admin" is a member of a user group called Admin is
automatically created as part of the system setup. The Admin user
group has all permissions. Neither the Admin user or user group can be
deleted, and the group's permissions cannot be reduced.
2.
Create user groups and make sure that each user is a member of at
least one group.
A user group must have a group ID, a group name and a number of
users as members of the group.
3.
Set security key permissions for each user group from the User group
permissions form on the Administration menu, click Setup, and
Security.
For each user group, security keys are used to restrict access to menus
and tables .
Note A user group can have different permissions within different domains.
Set up users (See 'Set up users' on page 3-4)
Set up user groups (See 'Set up user groups' on page 3-3)
Set up Configuration Keys (See 'Set up Configuration Keys' on page 1-3)
3-2
3.2
SET UP USER GROUPS

1.
On the Administration menu, click Setup, and User groups.
2.
Add a new entry in the list of groups (CTRL+N).
3.
Enter the group ID and the full name of the group.
4.
Click the Users tab to see lists of the selected users as well as the
remaining ones and to add users to the group. Use the add/remove
buttons to edit users.
3-3
3.3
SET UP USERS
1.
On the Administration menu, click Setup, and Users.
2.
Press CTRL+N to add a new entry in the list of users.
3.
Enter a user ID, the full name of the user, and the name used for
identification on the network.
Entering information in the Network account name field is optional.
However, if you enter the operating system user name, you can bypass
Axaptas logon dialog and have Axapta depend on your operating
system login name and authorization check.
The Enabled field is automatically selected for new users. System
administrators can clear it to prevent a user from accessing the system.
The value of the Password status field is OK for new users. The field
indicates whether the password is OK, has expired, or the expiration
date and is based on the system's password settings.
4.
Click the Groups tab to see a list of all groups and to select one or more
groups that the user should be a member of.
Note Permissions are granted to user groups so every user must be a

member of (at least) one group.
Add a password (See 'Add a password' on page 3-5)
Users (See 'Users' on page 10-6)
3-4
3.4
ADD A PASSWORD
Every new user automatically has a blank password. This means that
when users log on to the system, they enter their user name and leave the
password field empty. However, a user should be given a password as part
of the user creation in Axapta.
1.
On the Administration menu, click Users.
2.
On the Users form, click the User options button to open the Options
dialog on the General tab page.
3.
Enter a password for the user in the Password field.

Each user can subsequently change his own password.
3-5
Chapter 4.
Setting up Domains
Setting up Domains
4.1
ABOUT DOMAINS
The purpose of establishing a domain is to enable you to define user groups
who have the same permissions in a number of company accounts while
allowing the same user groups to have other permissions within other
company accounts. This is obtained by applying different User group
permissions per combination of user group and domain.
Create a domain (See 'Create a domain' on page 4-3)
4-2
4.2
CREATE A DOMAIN
1.
On the Administration menu, click Setup, and Domains.
2.
Use CTRL+N to create a new entry in the list.
3.
Enter a domain ID and a name.
4.
Click the Companies accounts tab to add company accounts to the

domain.
About domains (See 'About domains' on page 4-2)
4-3
Chapter 5.
Managing Data
Managing Data
5.1
USE IMPORT AND EXPORT FOR BACKUP

Axapta's standard export and import facilities can be used for backup
purposes. With the Export feature you output data from the system and
keep it as a backup. If necessary, the Import feature can then later be used
to retrieve the backup.
To perform a data export, a data definition group is required. A data
definition group defines which tables to export from. Follow the steps below,
to export:
1.
Create a definition group (See 'Definition groups' on page 10-2).

Once the definition group is created it can be used for subsequent
exports.
2.
Export data (See 'Export using table definition groups' on page 10-41)
using the definition group.
Now you have data exported as set up by the definition file.
5-2
5.2
EXPORT AND IMPORT DEFAULT DATA

Default data is customer independent data like zip codes, address formats,
time intervals, units, and so on. Setting up this type of information is
a prerequisite for any Axapta installation.
Use the default data export facilities to export data from an existing
installation and import them into a new one.
Importing default data should be one of the first steps when setting up the
application. However, default data import can be performed at a later stage.
The import wizard will ask whether existing data should be deleted but this is
not the recommended approach.
Export default data

1.
Ensure the company to export data from is the current one.
2.
Click the Administration tab, expand the Periodic menu, then Data
export/import, Default data, and finally double-click Export.
A dialog opens where a path and a file name must be entered.
3.
Click OK to perform the data export.
The results of the export are a data file (*.dat) and a definition file (*.def).
The export is handled by the SysDefaultDataExport class that extends the
SysDefaultDataExportBase class. For a listing of the tables defined as
default data tables, see the export method on the
SysDefaultDataExportBase class.
Note If tables are to be added to the list, use the exportPost() method on
the SysDefaultDataExportBase class. Data is exported from the current
company but also note that data that is not saved per company is included in
the export.
Import default data

1.
Ensure the company to import data into is the current one.
2.
Click the Administration tab, expand the Periodic menu, then Data
export/import, Default data, and finally double-click Import wizard.
In the Import wizard dialog, select the name of the file holding the data to
be imported. The wizard then presents an overview of the tables in the file.
Tables that should not be imported can be deselected. The import is not
5-3
Managing Data
performed until you acknowledge that the tables presented are actually the
ones to import.
If any of the tables you are importing into hold data already, a warning is
issued and you can choose to delete the existing data or to add the imported
data to the existing data.
Note The import will typically include data that is not saved per company,
like user group and user information. If there is more than one company,
importing such data will also affect other companies.
5-4
5.3
IMPORT DATA FROM OTHER SYSTEMS

Axapta provides advanced facilities to import data that have been exported
from any other business management application. As a prerequisite for data
import, you need one or more files holding data that have previously been
exported from another system.
Working with data import

1.
Select the company to import data into.

Note Do not import into the non-company specific DAT company.
Tip Change company by double-clicking the company name in the
system's status bar.
2.
Open the Main menu.
3.
Click the Administration tab, expand the Periodic menu, expand Data
export/import, and click Definition groups.
4.
Create a new entry (CTRL+N).
5.
Click the Table setup button to set import options.

Note Use the Preview tab page to get a preview of the result of the
import, even before actually performing an import.
6.
Click Import.
When the import is complete, the info log system provides information about
the number of records that have been imported.
The Table setup dialog also shows import information on the Log files tab
page.
Tip Use the table browser to view the data you have imported:
1.
Open the Application Object Tree and locate the relevant table.
2.
On the Application Object Tree shortcut menu, point to Add-Ins, and

click Table browser.
5-5
Managing Data
5.4
ENTER DATA IN MICROSOFT EXCEL

Data can be entered manually or imported from some other system. For a
successful import it is vital that the format given by the template is respected.
Format
For each Axapta table created, a template is presented on a separate
worksheet.
Field names are displayed in the first row.
Fields occur in the same order they appeared in the table. This order should
not be changed.
Array fields are displayed as @, for example Dimension@Department,
Dimension@Cost center, and Dimension@Purpose.
Working with data in Excel

Data import from Excel to Axapta is optimal when the data types in the Excel
worksheet match the ones in the Axapta fields.
When a template based on Axapta is created, the cells in the worksheet
have an Excel format, or type, called "General". The general format indicates
that all characters are accepted, or as the Excel Help text says, "General
format cells have no specific number format". The best way to ensure type
compatibility between data entered in Excel and the data types expected in
Axapta is to force the types in Excel to comply with the Axapta types.
To force a type in Excel:
1.
Select a column in the Excel worksheet.
2.
Use the Format cells command and select the appropriate format.
Note The Format cells command must be applied before any data has
been entered in the worksheet. Refer to the Microsoft Excel Help for
further explanation.
Fields in Axapta tables that are, in essence, integers are frequently based on
a string data type. This is because the numbers might include characters like
parentheses and dashes. Examples of such fields are telephone numbers,
telex numbers, Swift numbers, and Zip codes. To ensure that such fields are
interpreted correctly when imported into Axapta, force the type to "Text" with
5-6
the Format cells command. Placing a single quote before an integer, for
example 7777777, will also force the cell to be interpreted as a string.
If you do not type force a cell and enter for example a telephone number of
eight digits with no space, for example 22222222, this will be interpreted as
a real Axapta and displayed as 22.222.222,000. However, if you insert a
space in the eight digit number, for example 22 222222, this will be imported
as exactly that in Axapta.
Axapta represents enum values as integers. For example, the enum values
Day, Week, Month, Quarter from the DayWeekMonth enum are interpreted
as 0, 1, 2 and 3 in Axapta. This means that to import the DayWeekMonth
enum with the value Week, you must enter 1 in the Excel worksheet.
Note that Excel and Axapta may not interpret blank or empty cells in the
same way. For example, rows left blank in Excel that are imported into
Axapta integer fields, are zero-filled in Axapta. The best way to avoid
undesired data in Axapta is not to leave Excel columns blank.
Data entered in Excel in a format that is wholly incompatible with data type in
Axapta, for example a string entered in an Excel cell that should be imported
into an Axapta field of type integer, are not imported in Axapta.
Note There is no mechanism to ensure that data is entered in fields that are
mandatory in Axapta. When using the import wizard, existing data is
imported into Axapta. If columns in Excel have been left blank, zero values
are inserted in the corresponding Axapta fields.
5-7
Managing Data
5.5
CREATE TEMPLATES IN MICROSOFT EXCEL

1.
On the Administration menu, expand Periodic, then Data

export/import, expand Excel stylesheets, and double-click Template
wizard.
2.
Choose between creating a new Excel spreadsheet or opening an

existing one.
The wizard opens Excel in the background - visible neither on the
taskbar nor in the task list - with the selected workbook as the currently
active one. This means that the workbook is now locked for read/write
by the current Excel session. Other potential sessions will be granted
read-access only.
3.
Select the tables to include in the spreadsheet using the arrows. As

default, only main tables are displayed in the list as these are usually
most suitable for default data. Select Show all tables to see all tables in
the system.
4.
Choose the fields to include in the spreadsheet by selecting the check

box. A dimmed check box means that the field is either mandatory or
part of a unique index. These fields cannot be deselected.
5.
Specify a password if the Excel project folder should be protected. This

is to ensure that important information doesn't get overwritten.
6.
Specify if an import definition group should be created based on this

template.
7.
Choose whether you want to view the created worksheet(s) and click
Finish to complete the wizard.
Tip If the workbook is marked [Read-Only], another instance of Excel may

be open. Use the Processes tab on Windows' Task Manager to view the
current processes. Look for excel.exe.
5-8
5.6
IMPORT DATA FROM MICROSOFT EXCEL

On the Administration menu, expand Periodic, Data export/import, then
Default data, and double-click Import wizard.
The Import wizard appears and follow the steps to import your data.
Note If you import a text field from the Excel spreadsheet with an integer
higher than 2.1 million, it will not be imported into Axapta and the column will
be displayed in red.
Export and import default data (See 'Export and import default data' on page
5-3)
5-9
Chapter 6.
Working with Data Templates
Working with Data Templates
6.1
6-2
CREATE A TEMPLATE
1.
Use default values in a template by placing the cursor in the field with
values to be used.
2.
Right-click and select Record info.
3.
In the Transaction information dialog box, click Company accounts

template for templates made available for all users using the
current company account, or click User template to create a template
which can only be used by you.
4.
Type a description of the template item in the Description field.
6.2
MODIFY A TEMPLATE
1.
From the Basic menu, select Setup, and Record templates.
2.
On the Overview tab, select the table to modify templates for.
3.
Click the Templates tab, and select the template to modify.
4.
Click Edit to open the Item form and make the necessary modifications.
Note Select the Default template check box next to a template item to use
this particular template as the default item template when creating new
items.
6-3
Chapter 7.
Working with Databases
7.1
SET UP RECORD LEVEL SECURITY

Record Level Security works as an addition to other permission systems
within Axapta. Constraints can be applied to what data should be visible to a
given user. Restrictions are automatically applied to any report or form
working on a given table.
Setup record level security
1.
Open the Record Level Security form, accessed

through Administration, Setup, Security.
2.
Press CTRL+N start the RLS setup wizard.
3.
Select the user group to set up. Click Next.
4.
Choose the tables requiring security by expanding the PLUS SIGN and
checking the appropriate box. By default, only main tables are shown.
Click Show all tables to expand the selection. Click Next.
5.
Click Finish as the final step.
Record level security (See 'Record level security' on page 10-37)
7-2
7.2
RUN AND SCHEDULE ORACLE STATISTICS

To gain optimal performance using the cost-based optimizer on Oracle, the
database needs to collect statistics information for tables and indexes.
Run Statistics
1.
Open Administration, Periodic, SQL Administration.
2.
Click Statistics to open the Statistics calculation dialog.
3.
Click the Enabled check box.
4.
Choose the statistics calculation method, either compute or estimate,

and click Run now.
Schedule Statistics
1.
Open the Statistics calculation dialog.
2.
Set the three fields in the scheduling options.
3.
Choose an interval from daily, weekly, or monthly.
4.
Enter a start date and time, and close the dialog.

Statistics will run according to the stated schedule.
For more information, consult Oracle documentation.
SQL Administration (See 'SQL Administration' on page 10-38)
7-3
7.3
SET UP BUSINESS VIEWS

1.
Select Setup, Business analysis, Business views and then open the
Business views form.
2.
Press CTRL+N to add a new record to the form.
3.
In the Table field, choose the table to base the view on. The table ID,
View ID, Language, Domain ID, and Collection ID are automatically filled
in.
The description field must be input by the user.
4.
Click Fields tab.

By default, all fields are listed. To include a field in the business view,
select the Visible check box.
5.
Select the Enabled check box to include a rating in the business view.
If a field includes a rating, these ratings are shown to the right of the
form in the Groupings section.
6.
Select Calculated fields tab and enable the required calculation if you
need to make a calculation to be displayed in the view.
Business views (See 'Business views' on page 10-40)
7-4
7.4
SET UP TRACING
1.
On the Administration menu, click Users.

The users form opens with a list of all users in the system. Select the
name of the user who you want to enable tracing for.
2.
Click User options.

The user options form opens.
3.
Click the SQL tab.

All tracing tools can be enabled from this tab page. To make the options
available, mark the SQL trace check box.
Alternatively, you can set up tracing in the Options form, accessible from
Tools, Options.
User group form setup (See 'User group form setup' on page 10-13)
7-5
Chapter 8.
Working with ASP
Working with ASP
8.1
ABOUT APPLICATION SERVICE PROVIDER

With the Application Service Provider (also called ASP) module it is possible
for the ASP administrator to create, maintain and charge clients, as well as
terminate services for clients.
Templates
Templates are used as a basis for creating clients in a fast and easy way. A
client template is a template for a type of business, for example, book stores
or gas stations. The distributor creates a template for each line of business
that the ASP intends to offer services for and when the ASP sets up a new
clients, a suitable template is always available. A client template consists of:
one or more user group templates, and
one or more company accounts templates.
Client handling
A client is always in one of the following states:
Evaluating, Operating, Suspended, or Terminated. Read more about
Client status (See 'Client status' on page 8-13).
When the ASP administrator changes a client's state, a message can be
sent to the client using the Issue an expiry warning (See 'Issue an expiry
warning' on page 8-12) option.
Clients are created from the Administration menu, Clients (See 'ASP
clients' on page 10-33). The setup required before clients can be created
and maintained is:
Parameters (See 'Parameters' on page 10-31)
User group templates (See 'User group templates' on page 10-36)
Company accounts templates (See 'Company accounts templates' on

page 10-35)
Client templates (See 'Client templates' on page 10-32)
When a client's state is Terminated because either the evaluation period

has expired, or the state has been changed manually, the client can be
purged. This is done from the Administration menu, Periodic, ASP, and
Purge terminated clients.
8-2
ASP terminology
A list of terms used in the ASP environment is available under Terminology
(See 'Terminology' on page 8-15).
8-3
Working with ASP
8.2
ASP GUIDELINES
Setting up the database server in an ASP environment requires thorough
knowledge of the backup and restore functionality supplied by the database.
For further information on setting up the database servers, please refer to
the database guidelines supplied on the Axapta CD.
The main features available for Axapta ASP's are:
Administration of single companies within one Axapta database. This

includes the backup and restore of one single company.
Per company security (Domain security).
Single company backup and restore on Oracle

A partitioning model is used on Oracle. Partitioning offers the possibility to
cut up table data into logical pieces (partitions). With the Axapta partitioning
option, the table data is cut into pieces according to the company to which
they belong. All the logical pieces are then placed in a company specific
bucket (table space). Cutting up of the table data is transparent to the
application.
For further information on this functionality, please refer to section on Oracle
Company Partitioning in the Implementation Guide.
Single company backup and restore on MS-SQL Server

The MS-SQL server solution is based on creating a complete copy of the
database containing the Axapta data, and then restoring single companies
from that copy.
For further information on this functionality, please refer to the section on
SQL Server Backup and Restore per company in the Implementation
Guide.
Steps for setting up an ASP environment
Follow the steps below to setup the Axapta ASP environment
1.
8-4
Partition the tables (Oracle issue).

Set up and partition the tables using the tool provided in the SQL
Administration form (Administration, Periodic).
Please refer to section on Oracle Company Partitioning in the
Implementation Guide.
2.
Prepare the database for regularly backup (MS-SQL issue).

Because the single company backup and restore concept on MS-SQL
Server is based on making a copy of the database available for Axapta,
you should backup the database and restore it with a different name on
the same database server.
Consult the section on SQL Server Backup and Restore per company
in the Implementation Guide for details on how to automate this task.
3.
Define the appropriate domain security.

The security key Open domain access is used to restrict access to
companies outside a users domain. This type of access is typically
granted to the Application Service Provider Administrator, who
needs access to manage all companies in all domains. Other users in
the system would not normally need access.
When a user group does not have the Open domain access key
enabled, members of the group only have access to tables in their own
domain:
1.
Lookup fields on forms, for example, to select Company accounts,

present information from the user group's domain only. This means that
the user is never presented with names of company accounts that are
not in the user group's domains.
2.
Input to edit fields is validated against the group's domain. This means
that if, for example, a user enters the name of a company that is not in
the user group's domains, a message is displayed specifying that the
company account does not exist.
These measures prevent users from accidentally viewing or posting
information in a company they do not have access to.
Client Administration
To ease the maintenance task, the ASP administrator can appoint an
administrator in each client's domain. This administrator must have access
to all security keys except Open domain access and associated security
keys. The associated security keys automatically change access level when
access to Open domain access is restricted. A client administrator will then
have access to users, user groups, companies, and domains in their own
domain, and are therefore able to perform the daily maintenance. They have
permission to create new users, user groups, companies, or domains.
8-5
Working with ASP
Things to Look Out For in an ASP Environment

Shared data
The idea behind the single company backup and restore is to avoid
influencing other companies when the need to backup or restore data
occurs. However, the very idea behind virtual companies is to share data
amongst companies.
1.
Contents within tables that are stored in virtual companies can only be
restored for all the companies involved.
2.
References to data entered in a virtual company after the last backup

will be corrupted if only the virtual company data is restored. Thus both
data from the virtual company and all companies using data from that
company must be restored at the same time.
Problems when upgrading or changing the data model

In conjunction with the upgrade of Axapta from one version to another,
including service pack upgrades, the data model could change. When the
single company backup and restore facilities are used, upgrading has the
following impact, depending on the database server:
1.
On Oracle, the changed tables could be unpartitioned. The solution is to

partition all the tables again as described in the section on Oracle
Company Partitioning in the Implementation Guide. The system will
only update the tables that are changed.
2.
On MS-SQL, the copy database will contain the old data model from
which data cannot be restored. The solution is to make a new copy.
Restrictive Administrative access

The Control Panel, used to control the AOS installation, is enabled to run
from a remote machine. This means that it is possible to start, stop, and
configure AOS instances from another machine running the Control Panel.
This is done using a TCP connection to the Axapta Server Manager on the
AOCP port (typically 2712, if it hasn't been changed in etc/services). Any
hosting environment should disallow external access to this port using a TCP
connection. Another level of protection can be reached by disallowing
remote administration. This means that only the control panel running on the
local machine can control the AOS instances running at that machine.
To disable remote administration, modify the registry key for the Axapta
Object Server in the following way:
8-6
1.
Locate the Axapta Object Server registry entry:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Axapta
Object Server
2.
To this entry add a DWORD entry named DisableRemoteAdmin with a

non-zero value. A value of zero will enable remote administration; a nonzero value will disable remote administration.
Restrict AOS Advertising

In a standard AOS setup, the Server Manager can be queried for running
AOS instances. This is done to allow clients to look for instances within a
given range of names. In a hosting environment, it may be preferred to
disallow this, in order to avoid speculative clients probing for other instances
without knowing the names.
To disable the advertising, modify the system registry in the following way:
1.
Locate the Axapta Object Server registry entry:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Axapta
Object Server
2.
To this entry add a DWORD entry named DisableAdvertising with a

non-zero value. A value of zero will enable remote administration; a nonzero value will disable remote administration.
8-7
Working with ASP
8.3
CREATE USER GROUP TEMPLATES

1.
On the Administration menu, click Setup, ASP, and User group

templates.
2.
3.
Enter a Template user group ID and a name, and select an existing

user group as well as an existing domain.
Note The template ID must be unique.
Tip Typically the template ID corresponds to the user group ID, and the
template name to the user group name. User groups are created from
the User groups form.
Domains (See 'Domains' on page 10-30) are what the user group has
access to.
4.
Optionally, click the General tab to add a description of the template.
User group templates (See 'User group templates' on page 10-36)
8-8
8.4
CREATE AN ASP TEMPLATE

1.
On the Administration menu, click Setup, ASP, and Client templates.
2.
3.
Enter a Template ID and a Template name.
4.

Tip Giving a good description is helpful to the template user to create
an ASP client. The description is shown in one of the Client
wizard dialogs.
5.
Click the Company accounts templates tab to add existing company

templates to the client template.
Create new company templates from the Setup menu's Company
accounts templates.
Note Each company template points to one actual company set of
accounts. This company set of accounts is copied and used as a basis
when an ASP client's company set of accounts is created based on the
template.
6.
Click the User group templates tab to add existing user group
templates to the client template.
Create new user group templates from the Setup menu's User group
templates.
Note Each user group template points to one actual user group. This
user group is copied and used as a basis when an ASP client is created
based on the template. If you should later decide to change the
template, you must create a new user group based on the new template.
Existing user groups are NOT affected by changes to user group
templates.
Client templates (See 'Client templates' on page 10-32)
8-9
Working with ASP
8.5
CREATE A COMPANY ACCOUNTS TEMPLATE

1.
2.
Enter Template company accounts ID and name, and select an existing

company set of accounts.
Note The template company accounts name must be unique.
Tip Typically the template company accounts name corresponds to the
company accounts name.
3.
Company accounts templates (See 'Company accounts templates' on page
10-35)
8-10
8.6
CREATE A LICENSE REPORT

1.
On the Administration menu, click Periodic, ASP, and License

reporting.
2.
Click Report.
This opens a dialog with an Internet URL field.
3.
Enter the Internet URL provided by Navision and click OK to run the job
supplied once, or click Batch to define parameters to run the job
repeatedly.
The new report is now listed on the Overview tab page with date, time,
and ID of the person who generated the report.
4.
Click the Contents tab to view the information that has been generated.
If the job that was executed includes a command to send an e-mail, and
this will normally be the case, the information on the Contents tab is the
information that has been passed on. The result of each report
execution is saved and can be reviewed from the Contents tab at any
time.
8-11
Working with ASP
8.7
ISSUE AN EXPIRY WARNING

1.
On the Basic menu, click Setup, and E-mail messages.
2.
From the E-mail messages dialog, create a suitable e-mail text.

To personalize the message, use the parameters given as
%ClientName% : Client name, %ContactPerson% : Contact Person, and
%ExpiryDate% : Expiry date in the e-mail text.
3.
On the Administration menu, click Periodic, ASP, and Evaluation

expiry warning.
4.
In the Evaluation expiry warning dialog select the proper e-mail ID and
enter a number of days.
The Expire within (days) field indicates that the e-mail message is to
be sent to all clients whose system access will expire when that number
of days have elapsed.
5.
8-12
Click OK to have the message issued once, or click Batch to define

parameters to issue the message repeatedly.
8.8
CLIENT STATUS
The initial value of the Status field depends on setting of Days of
evaluation in the Parameters dialog. If Days of evaluation has been set,
the status is Evaluating. The status automatically changes to Terminated if
setup in the Purge terminated clients class when the evaluation period
expires. If no evaluation period has been defined, the initial status is
Operating.
Suspended can be used to temporarily exclude a client from accessing the
system. The difference between Suspended and Terminated is that the
clean up process available from the Periodic menu does not affect
clients that are only Suspended.
Below is a definition of the four different states:
State
Evaluating
Description
The ASP may choose to have an evaluation period in which clients

are not charged, or charged leniently. If an evaluation period of a
number of days has been defined, a client's initial state is
Evaluating.
When the evaluation period expires, the client's status changes to
Terminated when a user attempts to log on. This means that the
client can no longer log on. An e-mail with an expiry warning can be
sent to the client before the expiry date.
Operating
The initial client state is Operating if the ASP has chosen not to
have an evaluation period. The client remains in this state until the
ASP administrator changes it manually.
Suspended
The client's state is Suspended when the ASP administrator has

changed it manually from one of the other states. Suspended
indicates that the client is in a wait position. Purge procedures will
bypass suspended clients.
8-13
Working with ASP
State
Description
Terminated
The client's state is Terminated when the evaluation period has

expired, or when the ASP administrator has changed it manually.
When a user from a terminated client attempts to log on, an e-mail
message can be sent.
All terminated clients can be purged. This means that the client
definition is removed and all the client's data deleted. Purging can
be performed in batch, and a grace period can be used.
8-14
8.9
TERMINOLOGY
Some useful Application Service Provider terms:
Term
Definition
Client template
Consists of one or more user group templates, and one or more

company accounts templates. A complete template is a
prerequisite for creating an ASP client.
Company
Identifies an existing, actual company set of accounts. Data
accounts
from the actual company accounts is copied when an ASP client
template
is created using the template.
Master domain
Is used when an ASP client has a subclient. The master domain

is the one that holds all the subclient's company sets of
accounts.
Parent client
An ASP client that has clients of its own.
Subclient
An ASP client that is the client of a client rather than of the

master ASP.
User group
Identifies an existing, actual user group. Permissions from the
template
actual user group are copied when an ASP client is created

using the template.
8-15
Chapter 9.
Sending E-mail Messages
Sending E-mail Messages
9.1
ISSUE AN E-MAIL BROADCAST

1.
On the Administration menu, click Periodic, and E-mail broadcast.
2.
From the E-mail messages dialog found in the Basic menu, create a
suitable e-mail text.
3.
In the E-mail broadcast dialog, select the proper e-mail ID.
4.
In the Receiver field, select between All clients, All users, and All online
users.
When a message is sent to All clients the receivers are the contact
persons set up on the individual ASP clients, Contact Info tab page.
5.
Click OK to have the message issued.

Issuing an e-mail broadcast may mean that a very large number of
messages are sent, so a warning is issued before the message is sent.
9-2
9.2
SET UP E-MAIL MESSAGES

1.
On the Basic menu, click Setup, and E-mail messages.
2.
3.
Enter an E-mail ID and a suitable subject.
4.
Specify the Default language to be used in the mail, if the language

selected for the specific e-mail is not available.
5.
On the General tab, enter information about the sender of the e-mail.
6.
Click Messages to create an e-mail message.
9-3
Chapter 10.
Reference
Reference
10.1
DEFINITION GROUPS
A data definition group defines which tables to export data from, or import
data into.
When creating a new record a dialog (See 'Create table definition group' on
page 10-28) is opened where you enter definition group ID and name, and
then choose which table groups to include in the export or import. When you
click OK, tables are added to the data definition group. To view or modify the
list of tables in the group, click Table setup.
Click Export or Import to perform export or import using the selected data
definition group.
A data definition group is necessary for an export but not for an import since
everything from a given file can be imported. Use the Import command from
the Export/import menu if you do not want to use a data definition group.
Button
Description
Table
View and add tables to export data from or export
Setup
data into.
The complexity of the dialog depends on the Use
definition file setting. A definition file defines the
Axapta format for an export or import, including
table and record IDs. A .def file is automatically
created during an export.
When a definition file is not used, the format must
be defined for each table. For that purpose, the
Table setup dialog has additional tab pages and
a button for field setup.
Export
Export data according to the selected data

definition group.
Import
Import data according to the selected data

definition group.
10-2
10.2
LICENSE INFORMATION
The License information dialog displays the name of the license holder, the
system's serial number, and the system's expiry date.
The tab pages, System, Modules, Partner modules, Web and Languages,
list the complete set of license codes. Each line has a license code
description followed by a seven character code in password style and a
status field with the system's verification of the license code. The Unknown
tab page is displayed, if the system detects license codes, that are not
recognized by the system.
To be able to use Axapta, enter license codes and check the Status field to
see that each code is verified. The necessary information is supplied in your
license document.
Set up license information (See 'Set up license information' on page 1-4)
10-3
Reference
10.3
CONFIGURATION
The first step of configuration is completed when entering license codes.
Additional configuration is done from this form. Use configuration keys to
disable functionality that is not used.
A configuration key may have one parent. If the parent is disabled, the
children below are automatically disabled too.
Configuration keys are in most cases controlled by license codes. If a license
code is purchased, the parent configuration key, that the license code
controls, cannot be disabled. If a parent key has no children, it will not be
displayed in the tree. A configuration key with one or more children,
however, will be displayed, because the features below the parent can be
disabled.
Symbols used in the dialog

Symbol
What it means...
The plus sign means that there is one or more configuration keys in the
hierarchy below the current key.
The check mark on a dimmed background means that one of more

configuration keys, but not all, in the hierarchy below have been disabled.
Padlock
The padlock symbol means that the parent configuration key is controlled
by a license code and cannot be disabled.
Buttons
Button
Use it to...
Import
import configuration key setup information from a file.
Export
export configuration key setup information to a file.
Standard
discard any changes and minimize the system which is the system
default.
Note This is not an undo function.
10-4
About configuration (See 'About configuration' on page 1-2)
Set up Configuration Keys (See 'Set up Configuration Keys' on page 1-3)
10-5
Reference
10.4
USERS
In the Users form, you create users and assign users to groups.
Note Before a user can be successfully created, suitable user groups and
at least one company set of accounts must be available.
A new user can be created with or without the use of a wizard. To clear the
use of a wizard, click Setup menu and then click Options.
Description of buttons
Option
Description
User
Opens dialog to set up individual options for the current user.
options
Permissions
Opens the User permissions form to view the permissions that

the user group has within a specific set of company accounts.
User log
Opens dialog to keep track of user logins and password changes.
Online time
Creates report listing the online time for each user.

Clicking Online time opens the query form where report criteria
must be defined. Report criteria are user ID, date interval, and user
name.
Wizard
Begin a wizard to create a user.
Description of dialog tab pages

Below some of the more complex and/or interesting dialog options are
described.
10-6
Tab
Option
page
Overview
The Enabled field is automatically selected for new users. System

administrators can clear the field to prevent a user from accessing the
system.
General
The Password status field indicates that the user's password fulfill the
requirements with respect to length and characters defined in the
Password parameters dialog.
Groups
Use the Groups tab to see a list of all groups and to select one or
more groups that the user should be a member of.
Permissions are granted to user groups, so any user must be a
member of at least one group.
10-7
Reference
10.5
USER GROUPS
In the User groups form, you create user groups and assign users to the
group.
Note One user group, called "Admin", always exists in Axapta. One user,
also called "Admin", is a member of the user group. The Admin user and
user group cannot be deleted.
When at least one user group has been created, the next step is to assign
permissions to the user group. Permissions are assigned from the User
group permissions window, in the Administration menu, under Setup and
Security.
Tab
Description
page
Groups
Add a new entry in the list of groups (CTRL+N).

Enter the group ID and the full name of the group.
The Users column shows the number of users that are currently
members of the group.
Users
Click the Users tab to see a list of all users and to add users to the
group
Any user must be a member of at least one group.
Set up user groups (See 'Set up user groups' on page 3-3)
10-8
10.6
USER GROUP PERMISSIONS

Axapta can be configured to contain the features needed, this is done by
buying license codes. Configuration keys are controlled by license codes,
and the available features can be seen in the Configuration (See
'Configuration' on page 10-4) window.
In the User group permissions form you set up permissions for each user
group within each domain. A user group can have different permissions
within different domains (See 'Domains' on page 10-30). Setting up
permissions is done after the system is configured and users have been
created.
Access to application features can be restricted for individual user groups.
This means that although a feature is generally available in the Axapta
system, some users are given partial or no access to the feature.
Access is defined using security keys on:
menu items, form controls, tables, and fields.
For each item or group of items, access can be set to No access,

View, Edit, Create, or Full control. The restrictions are hierarchical. This
means that groups that have Full control, automatically have View, Edit,
and Create permissions as well.
By default, a user group has No access to all menus and tables.
Tab pages
10-9
Reference
Tab page
Description
Overview
Select the user group and domain to set up menu permissions and
table restrictions for. User group and domain are selected by
placing the cursor on the record. See what combination you have
selected in the window heading.
Buttons
Description
Export
Export the selected user profile.
Import
Import a previously exported user profile.
Print
Print a security report.
The Go to main table option, which is available with a right-click on

several forms, can also be controlled from the security tree in the
Permissions tab. Each form having Go to main table option, has a
folder with this name in the security tree.
10-10
Tab page
Description
Permissions
Click the Permissions tab to set user group access to menu items,
form controls, tables and fields.
Use the Viewing field to select between the security tree or one of
the existing menus. The security tree displays menu items sorted
by security keys, whereas, for example, the main menu will be
sorted by modules.
The security tree describes the security key hierarchy. Underneath
parent security keys, all child security keys are listed, and farther
down menu items. All menu items are checked for relations to other
menu items, this could, for example, be the case when a form has a
button activating a new form, which is again checked for
relations, etc.
Buttons
Description
Selecting Cascade will automatically update or

deselect permissions associated with the newly
Cascade
changed security key for menu items, form

controls, tables, and fields throughout the
security tree.
Set all to
Full
control
Set all to
No
access
Set the group's permissions to Full control for all

features and menus.
Set the group's permissions to no access for all

features and menus.
Whether you choose the Set all to Full control or Set all to No
access depends on the number of permissions the group should be
given. For example, if the group is to be given extensive
permissions, it is easier to begin by granting Full control and then
modifying access to the few feature and menus where the group
should be restricted.
10-11
Reference
User groups (See 'User groups' on page 10-8)
Set up user group permissions (See 'Set up user group permissions' on
page 2-3)
10-12
10.7
USER GROUP FORM SETUP

The individual user may have his own desktop settings.
The options on this form define the set up of system parameters,
including choice of menu upon startup, password, toolbar settings, status bar
information, and warning level on data deletion and data update.
Button
Description
Apply
Click this button to save changes without closing the Options

dialog.
Default
Toolbar
Click this button to apply the system's default settings.
Click this button to disable the use of toolbars, to change the button
size, and to disable ToolTips.
Usage data
Click this button to view and update collected data for the current
user.
Best
Opens the best practice setup form, used to setup checks to be
Practices
executed when checking for Best Practices deviations.
Compiler
Opens the compiler setup form, where compiler functionality can be

adjusted.
Dependencies
When setting
also consider setup on...
and...
Password
Password parameters (See 'Password
Valid
expires
parameters' on page 10-25)
days 1
field...
Define the number of days that a password is valid. When the number of days has been exceeded, the
user is prompted for a new password when logging on.
10-13
Reference
General tab page

User
User ID
As the ID is used by the system to identify the current user, it cannot

be modified in this dialog.
Name
The name is used when the user logs on to the system. You can
modify the name here or in the User dialog.
Network
Entering a network account name is optional, but by doing so, you
account
can bypass the login dialog that you are normally presented with
name
when you start Axapta. Axapta will then go by your operating system
login name and authorization check. You can modify the information
here or in the User dialog.
Note If the selected configuration in the Axapta Configuration Utility
specifies a user name, that name will be used instead of the network
account name. The same applies if a user name is specified as a
command-line parameter to ax32.exe.
E-mail
The user's e-mail address. Generally used to provide updated

system information to individual users. To send an e-mail to the user,
click the icon to the right of the e-mail field.
Password
The password to be used when the user logs on to the system.

Initially, a user has no password.
Start menu
The start menu is the menu that the system opens when the user
logs on to the system. This menu can be any one of the menus
below the Menus node in the Application Object Tree or a userdefined menu.
Start
The name of the company accounts that is used when the user logs
company
on to the system.
accounts
Auto
AutoComplete saves you keystrokes in string fields. When
complete
AutoComplete is enabled, the system remembers the most recently

entered text. The next time you start to type, AutoComplete gives
you a list of matches you can click.
10-14
User
Default
When the TAB key is used to move through a dialog, the default
<TAB>
behavior is to move through all fields and buttons on the current tab
behavior
page only.
When not selected, fields on all tab pages are included in the
tabulator sequence.
Single-click
Menus are opened on single-click rather than double-click. Also,
to open
menu items are underlined.
menu
Password
Information based on the settings in the Password parameters dialog
expires
that is available under Administration/Setup/Security .
Infolog
Detail level
Define the type of information you want to see in the infolog system.
The available options are
All : show all messages.
Errors and warnings : show errors and warnings.
Errors only : show only error messages.
None : show no information in the info log system.
Note The messages you choose not to see are not stored. This
means that if you for example set the Detail level to None , you
cannot later go back and view historical errors and warnings.
Tip In the Infolog window you can right-click a message, choose

More information to have details displayed in another window.
Security
Automatic
The number of minutes the client may be idle before the system is
shutdown
shut down. A zero value (0) means that the system never shuts
down automatically.
Help system
10-15
Reference
User
Theme
The name of the style sheet to use for the Help information in the
name
Axapta Internal Help system.
Mark empty
Insert an asterisk (*) before all links that are empty, i.e. links that do
links
not lead to any text.

The marked links are the ones that link to additional field help from a
form help page, and links created in WebLets.
Tip Never select this parameter unless you need the functionality
when writing documentation, as it slows down the help system.
Document
handing
Document
When selected, the document handling icon is enabled on the
handling
toolbar, as well as the Document handling function button in the
active
Tools and Command menus on the menu bar.

Note If the Toolbar button active field is deselected, document
handling can only be accessed on the Tools menu.
Tip When one or more notes are attached to the current record, the
icon's background color changes.
Update
When deselected while the Document handling active field is
Toolbar
selected, the document handling icon, and the Document handling
line button
function button on the Command menu are disabled.

Note Document handling function on the Tools menu is
still enabled.
This setup will normally improve performance.
Status bar tab page

Use the Status bar tab page to define the amount of information to be
displayed in Axapta's status bar at the bottom of the window.
10-16
Show status bar
Use this list box to de-select the system's status bar

(None) or to define its size (Normal or Large).
Warn company
Select to have the system display an information dialog
accounts change
upon a change of company accounts. The dialog will not

appear when the user changes company either by clicking
the status bar or by selecting company accounts. It will,
however, display a warning when, for example, two main
menus in two different companies are open, and the user
switches between them.
Status bar
Use the option to...
Show help text
Have Help information on the status bar.
Show clock
View the system time on the status bar.
Show CapsLock
View the CAPS LOCK status on the status bar.
Show activity
Have an indication of data transfer and database activity on

the status bar.
Show system date
View the system date on the status bar.
Show util layer
View the current application object layer in the status bar.
Show NumLock
View the NUM LOCK state on the status bar.
Show company
View the name of current company accounts on the status
accounts
bar.
Tip By displaying the name, you can easily change
company accounts by double-clicking the name.
Show currency
View the default currency on the status bar.

Tip By displaying the currency, you can gain easy access
to the dialog to enter currency conversion information by
double-clicking the currency.
Show user id
View your user id on the status bar.
10-17
Reference
Show status bar
Use this list box to de-select the system's status bar

(None) or to define its size (Normal or Large).
Show customizable
View a customizable field on the status bar. Information in
help text field
this field must be written from the code.
Fonts tab page

Use the Fonts tab page to define font type and size for reports, forms, and
for the property editor.
The system's default font types are:
Font properties for...
Default fonts
Reports
Arial
Forms
GUI
Properties
MS Sans Serif
The standard font size is 9.

Font types and sizes can be changed by clicking the browse button at the
end of each font field. This will open the font dialog box, where different font
types and sizes can be selected.
Development tab page
Use the Development tab page to set options that may be useful during the
development process.
General
10-18
Startup project
Load this project on startup.
Application
Use the Application object layers list to define layer view for
object layer
objects in the Application Object Tree.
General
Message limit
Number of lines in the message window.

When this limit is reached, the lines are discarded. To view the
discarded lines, you can examine the object's log file in the
system's main directory. Log files are called comp.log, for example
Bankcomp.log for the log file resulting from a compilation of the
object called BankAccountReconcile.
Note Such log files are temporary, and the file names are not
unique. The log file in the above example is overwritten when you
next compile an object called, for example, BankDepositSlip.
Development
Select this if you want developer warnings during X++ code
warnings
translation.
A warning is given if, for example, SQL statements exist that will
most probably result in inferior performance. The SQL statements
below result in a warning if a key on the table myTable with the
fields myField1 and myField2 does not exist:
select * from myTable where myTable.myField1==x

&& myTable.myField2==y;
Show feature
View Version 2.5 feature keys in the property sheet.
keys
Editor
Overwrite
Have typing replace selection in the X++ editor.
selected text
10-19
Reference
General
IntelliSense
Use automatic IntelliSense features in the X++ editor.
Insert at
Enable insert mode (as opposed to overwrite mode) in the editor.
cursor
Debug
Debug mode
Select when the debugger will be activated.

No : The debugger is never activated.
Always : The debugger is activated when X++ code is executed.
On Breakpoint : The debugger is activated when a breakpoint in
the X++ code is encountered.
Auto
Auto-update
Enter the number of seconds you want the system to wait before
starting a new update cycle. Entering 0 disables the system's
update cycle. An update cycle consists of three types of update:
Auto-Refresh
Auto-Save
Garbage collection
When you enter an interval here, you can enable or disable the
three options individually.< BR>
Auto-refresh
Check this option if you want the system to update application

objects automatically so that objects made by other users are
made available to all users.
Auto-save
Check this option if you want the system to save application

objects automatically.
When the Auto-save option is enabled, the system automatically
saves unsaved objects when you exit.
10-20
General
Garbage
Number of application objects no longer in use.
collection limit
MorphX automatically performs garbage collection when the

number given here is reached.
The system uses memory each time an application object is
opened in the Application Object Tree. Unless a value is given
here, application objects are never discarded from memory.
Trace
Database
Trace to the message window whenever the database is
trace
accessed.
Method trace
Trace to the message window whenever a method is activated.
Client-Server
Include information about where classes are being executed.
trace
ActiveX trace
Select this to enable tracing of ActiveX control events.

This means that all events fired by the ActiveX controls are logged
in the message window. Different ActiveX controls fire different
events, but most ActiveX controls share a common set of events,
such as MouseMove, MouseDown, MouseUp, KeyDown, KeyUp,
etc.
Property sheet
Sort
Select this to have properties sorted alphabetically when displayed
alphabetically
in the property editor.
SQL tab page

The SQL tab page is used to define different database tracing, and to setup
where tracing information should be viewed. To customize tracing methods,
the SQL trace checkbox must first be checked. The different tracing types
are described below.
10-21
Reference
Tracing
Use the type of tracing to ...
Methods
Multiple SQL
Monitor all SQL communication with the SQL database backend.
statements
Define where to send all output.
Long queries
Enables you to locate single SQL statements exceeding a user

definable time. The Threshold field allows you to define the length
of a long running query in milliseconds.
Tip: Useful in development and testing environments to find and
removed performance bottlenecks (using low query time
thresholds), and in production environments for monitoring (with an
appropriate high threshold).
Warnings
Allows developers to receive a number of SQL generation- and

data-loading warnings.
Deadlocks
Provides a way to log deadlock information. It is, however, not a

matter of enabling or disabling the standard deadlock handling in
Axapta.
General
Receive a Query plan from the database, listing the steps needed
to fulfill a given query.
The four different output media are described below.

Output
media
Message
Send trace output to the standard message window. Easy to use,
window
easily accessible.
Infolog
Send trace output to the Infolog. This gives you access to the powerful
SQL Diagnostic Tool, including visual query plan. Easy to use,
integrated with other reporting tools.
Table
Store trace output in the database. This gives you the ability to work
(database)
with the data at a later time. See the System Trace form for more
information.
10-22
Output
media
Write to
file
Send trace output to a file - full path is shown in the "File name" field in the standard Axapta log-directory. This gives you access to the
powerful SQL Diagnostic Tool, including visual query plan analyzer
and access to the calling function in X++. Easy to use and simple.
File name
The name and path of the file where tracing information should be
sent.
Confirmation tab page

Use the Confirmation tab page to define whether you want the system to
display a warning message when you delete or update from one of the
seven table groups listed on the page.
A table's association with a group is one of the properties you set when
creating the table.
Preload tab page
The Preload option allows Axapta to read complete table content from the
SQL database to local storage, when a given table is first accessed. This is
used to improve performance and scalability when frequently accessing
static data. When the tables contain a reduced amount of data, this preload
will cause very limited overhead and provide great improvements in
scalability by reducing potential bottle-neck situations in the database. The
loading of the complete content consumes time that should be regained by
the speed-up of access when using the values later on. The trade-off
between initial load time and later experienced access time must be
evaluated with respect to the way a given user accesses the system. A user
accessing the information frequently, for a longer period of time, will gain
from preloading the information. A user who is performing reduced lookups,
and holds the session for a reduced period of time, will most likely want to
avoid preloading larger amounts of data.
For a table to be a candidate for preloading, it must be marked for
EntireTable cache in the AOT. This defines where preloading is used and is
a requirement for having the table listed in the Preload table for individual
configuration.
In a given setup, a table might be so large that the initial load time exceeds
any gains in access time. In this case the preloading should be disabled for
all users. This is done when it is disabled in the options for the Admin user. If
10-23
Reference
the usage pattern for a given user implies that a given table should not be
preloaded (to speed up initial access on the cost of later accesses) it can be
disabled by the options for this user.
The status line of Axapta will indicate when a table is being loaded. The left
most section of the status bar will, for example, display "Loading Price
agreements" and a progress bar indicating the progress.
When using Axapta Object Server, all thin clients will share the preloaded
tables so that only the very initial request to the table will result in the table
being loaded from the database. All subsequent access will utilize the
preload of the table(*).
This option does not apply to Axapta running 3-tier thin client. For more
information about caching please refer to the Axapta Developers Guide.
*) Doing modification to the data contained in the preloaded table will
invalidate the preload and make Axapta reread the complete table upon next
access.
The list for configuring preloading contains:
Option
ID
The ID of the table and a checkbox for controlling preload. A marked

checkbox will enable preload of the table. A "dimmed" checkbox is
indicating that Admin has disabled the preloading of this table which
can not be overruled by the users setup.
10-24
Name
The name of the table in question.
Description
The description of the table.
10.8
PASSWORD PARAMETERS
Password parameters comprise general logon options, and specific
password requirements that any user's password must fulfill in the current
installation. Also note, that changes to password parameters do not affect
existing users until they change password.
Use Reset password log to make all users' passwords valid from the
current date.
Dependencies
When setting field...
also consider setup
and...
on...
Logon identification
Users
User
User
name
Disable user access after three logon
Users
attempts
General tab page options (fields without What's this feature)

Field
Description
Logon identification
Select how users identify themselves in Axapta's

Logon dialog.
The available options are:

User ID
User name
Network account name
The first two are created in the Users dialog while
the third is the user's name on the network.
10-25
Reference
Field
Description
Disable user access after
Select that access for users who try unsuccessfully
three logon attempts
to log on three times is disabled. When access has

been disabled, the administrator must re-enable it
from the Users dialog before the user is able to log
on.
10-26
10.9
COMPANY ACCOUNTS
The company accounts form displays a list of all company accounts that
have been created in the Axapta business system. There are two types of
company accounts that can be created: real company accounts and virtual
company accounts. Virtual company accounts are collections of data from
several company accounts that is common to all the companies. For
example: postal codes, countries, product base data, and customers. Each
real company accounts can be linked with one or more virtual company
accounts. You can create virtual company accounts by postal code or
country, or according to product base data, item groups and warehouse. The
printout archive contains a list of all printouts that have been requested. You
can display previous printouts on screen, reprint them or export them to a
text file. Archived printouts can be deleted or reprinted.
Domains
The Domains tab page displays all the domains in the Axapta system. The
domains in the Selected domains section are the domains selected for the
current company accounts, whereas the domains in the Remaining
domains section are those that are not selected for the current company
accounts. The domains in both sections can be moved back and forth using
the arrows.
Changing company accounts (See 'Change company accounts' on page 1042)
10-27
Reference
10.10 CREATE TABLE DEFINITION GROUP

A data definition group defines which tables to export data from, or import
data into.
This dialog adds tables to a defintion group on the basis of their group
membership. What table group a specific table belongs to is defined by the
setting of the TableGroup property on the table.
When all table groups are selected for inclusion in the defintion group, the
complete set of data from the system is exported or imported when this
defintion group is used. Because it is fast and easy to add tables group wise,
the relevant groups are typically selected in this dialog, and the Table setup
dialog is subsequently used to view, add or remove tables from the definition
group.
Additional information on the options

Field
Description
Definition group
ID that uniquely identifies the definition group.
Name
Descriptive name for the group.
Notes
Select this option to include any textual notes that may have
been added using the Add notes command on the Application
Object Tree shortcut menu.
The information is saved in the DocuRef table.
Include system
Select this option to include information in the tables listed
tables?
below the Tables node under the System Documentation

subnode.
Note This option will export for example user groups and
users. If you choose this option, you should evaluate the list of
tables included in the export carefully (click Table setup). For
example, all tables prefaced with Util should probably be deselected as they hold the entire application.
10-28
Field
Description
Include cross-
Select this option to export/import cross-reference information.
reference
Cross-reference information is automatically generated and
tables?
updated when you have selected the cross-reference option in

the Options... dialog on the Tools menu.
This information is saved in the tables prefaced with XRef.
The system can always re-generate cross-reference, and
consequently you would normally not want to export/import this
information.
Include
Select this option to include logs of user updates, insert, or
database log
deletes. Database logging is set up from the Log menu, a
tables?
submenu on the Database menu.

Logged data is saved in the SysDatabaseLog table.
Include shared
Shared tables hold data that are generic and used regardless
tables?
of the current company accounts.

Whether a table is company accounts-specific is defined by the
SaveDataPerCompany property on the individual table. You
might write a job to extract that information, for example:
static void Job113(args a)
{
Dictionary dictionary = new Dictionary();
DictTable dictTable;
int i;
for (i=1; i<=dictionary.tableCnt(); i++)
{
dictTable = new DictTable(dictionary.tableCnt2Id(i));
if (!dictTable.dataPrCompany())
info(dictTable.name());
}
}
10-29
Reference
10.11 DOMAINS
The Domains dialog displays a list of all domains in the Axapta system.
A domain is a collection of one or more company accounts.
The purpose of establishing a domain is to enable you to define user groups
who have the same permissions in a number of company accounts while
allowing the same user groups to have other permissions within other
company accounts. Permissions are defined under Setup/Security on the
Administration tab.
A set of company accounts can belong to several domains.
In addition to user groups, domains are used when setting up log of
database actions (insert, update, and delete). Logging of database actions is
setup from the Setup menu on the Administration tab.
Creating domains (See 'Create a domain' on page 4-3)
10-30
10.12 PARAMETERS
Use the Parameters dialog to define various client settings.
Dependencies
When
also consider setup on...
setting
field...
E-mail ID
E-mail messages
Support text
wizards used to create users (SysUserWizard), user groups

(SysASPUserGroupWizard), and company accounts
(SysASPCompanyWizard).
Welcome
wizard used to initialize a client's company account
text
(SysASPCompanyWizard).
10-31
Reference
10.13 CLIENT TEMPLATES

The dialog displays a list of all ASP client templates in the system. A client
template is a template for a type of business, for example book stores or gas
stations. The distributor can create a template for each line of business that
the ASP intends to offer services for and when the ASP administrator sets
up a new client, a suitable template is available. This means that the ASP
administrator is only offered options relevant for his situation.
A client template consists of
One or more template user groups, and
One or more template company accounts.
Each template user group identifies an existing, specific user group. Each
template company accounts identifies an existing, specific company set of
accounts.
When a new ASP client is subsequently created using a template, company
and user group information is copied from the template.
Create an ASP template (See 'Create an ASP template' on page 8-9)
10-32
10.14 ASP CLIENTS

The ASP client dialog displays a list of all ASP clients.
Advanced options
When a client has been created using the wizard, two additional options are
available:
Allow subclients, and
Master domain.
The options have default values and are not set in the wizard steps. Use the
General tab page to change the default values. Select Allow subclients if
the client is allowed to host clients. When selected, a domain that holds
company accounts for all subclients must be selected.
Below some of the more complex and/or interesting tab pages are
described.
Tab page
Option
Overview
Tip The date the client's license expires is shown, and set, on the
General tab page.
A client's access can also be terminated manually. Use the Send email button to send a notification to the client.
Domains
On the Domains tab, a domain (See 'Domains' on page 10-30) has

automatically been created. In an ASP environment, typically only
one domain is used and all companies automatically belong to that
domain. If an additional domain is required, click New domain.
Templates
Templates are created from the ASP templates dialog.
10-33
Reference
Button
Description
Report
Opens a list of report substitutions for the client.
substitution
A report substitution means that a standard report is substituted

with a customized report when one of the client's users starts the
report from a menu.
Company
Opens a list of existing company accounts in the domain.
accounts
To add new company accounts, press CTRL+N. A wizard helps

ensure that all the necessary information is entered.
Note All company accounts must be based on a template. Make
sure that a template has been selected on the Templates tab in
the ASP clients dialog before creating company accounts.
User groups
Opens a list of existing user groups in the domain.

To add a new user group, press CTRL+N. A wizard helps ensure
that all the necessary information is entered.
Note All user groups must be based on a template. Make sure
that a template has been selected on the Templates tab in
the ASP clients dialog before creating groups.
Users
Opens a list of existing users in the domain.

To add a new user, press CTRL+N. A wizard helps ensure that
all the necessary information is entered.
Note All users must belong to at least one user group so
you must create your groups before creating users.
Send e-mail
Opens the user's mail system with the client's contact as

message recipient. The function is unavailable if no contact email address has been entered.
User group
Opens the dialog of the same name.
permissions
The dialog can also be opened from the Security submenu under
Setup in the Administration menu.
10-34
10.15 COMPANY ACCOUNTS TEMPLATES

The Company accounts templates dialog displays a list of
all company templates in the system.
A company template identifies an actual, existing company.
Tip Use the description text field to describe the company template. This will
make it easier for the ASP client administrator to decide which company
template to use.
Create a company accounts template (See 'Create a company accounts
template' on page 8-10)
10-35
Reference
10.16 USER GROUP TEMPLATES

The User group templates dialog displays a list of all user group templates
in the system.
A user group template identifies an actual, existing user group.
Tip Use the description text field to describe the user group. This will make it
easier for the ASP client administrator to decide which user group to use.
Create user group templates (See 'Create user group templates' on page 88)
10-36
10.17 RECORD LEVEL SECURITY

Record Level Security (RLS) works as an addition to other permission
systems within Axapta. Constraints can be applied to what data should be
visible to a given user. Restrictions are automatically applied to any report or
form working on a given table.
Security based on User Groups and companies

RLS is based on User Groups and companies. The system administrator can
place the appropriate restrictions on any number of tables on a per User
Group basis. Such security restrictions are scoped by the current company,
and therefore allows for different settings for different companies. Should an
employee be a member of more than one user group, then the granted
Table- and Field restrictions determine accessibility.
Being a member of a group with no RLS restrictions yields full access rights
on a given table, providing the employee has full table-rights, otherwise no
access rights are given.
Being a member of two or more groups each with separate constraints, the
superset of privileges apply. For example, Group1 allowing access to
account numbers less than 1000, and Group2 allowing access to account
numbers larger than 2000, effectively gives the user access to all accounts
except for those in the 1000-2000 range.
The RLS constraints are only applied to visible data. Data shown in forms
and in reports are considered visible, while data accessed during
calculations is not.
Set up Record Level Security (See 'Set up record level security' on page 72)
10-37
Reference
10.18 SQL ADMINISTRATION

The SQL Administration form is the center for all administrative SQL
database related tasks performed within Axapta.
If you select the All tables or All indexes node, the operation requested will
be run for all tables, or indexes. Note that the function Truncate and
Browse table, under Table actions, are not applicable for these selections.
Buttons
Button
Description
name
Table
The table action button provides access to 4 table functions:
actions
Synchronize, Check/Synchronize, Browse table, and Truncate.

1. Synchronize
Synchronizes the local copy of the data dictionary with the one on
the server. If you suspect there are inconsistencies between the
server dictionary and the actual table design, click
Check/Synchronize instead.
2. Check/Synchronize
Opens the Check database setup dialog where you define which
setting to run the Check/Synchronize. Examples on setting are:
synchronize automatically, print report, check indexes, and so on.
When you activate the start on the Check database setup dialog,
Check/Synchronize compares the Axapta data dictionary to the
database server dictionary for the purpose of making the database
dictionary correspond with the Axapta dictionary.
3. Browse table
Displays an overview of all fields connected to the selected table.
See the Axapta Developer's Guide for more information on the Table
browser.
4. Truncate:
This function deletes the content of the selected tables. Note that this
functionality applies to all company accounts using the current
application.
10-38
Button
Description
name
Index
The index actions button provides access to 2 index functions: Re-
actions
index and Rebuild index.

Re-index
When you reindex, Axapta will drop and recreate all indexes on the
selected indexes. If you select tables, all indexes for those tables will
be recreated.
Rebuild index
When you rebuild indexes, indexes are rebuilt without dropping the
index. This is faster than the traditional drop and re-create of
indexes. Additionally, Axapta will only rebuild the selected indexes,
not all indexes for the selected table.
Generate
Generates an SQL script for either creating or dropping the selected
SQL
tables. The generated scripts have to be executed from a SQL query
scripts
tool.
Check
Check and correct record IDs
record IDs
10-39
Reference
10.19 BUSINESS VIEWS

In the Business Views form you create new business views allowing data
from the database to be wrapped and translated into human readable
format.
Tab page
Overview
Description
Create a new business view (CTRL+N).

Choose table to include in view.
Fields
Choose which fields from the table to include in the view
Calculated fields
Enable the required calculated fields.
Buttons
Button
Description
Synchronize
Create a new business view (CTRL+N).

Choose table to include in view.
Setup
Access the business views setup forms: Calculated fields, company

collections, and Grouping
Setup business views (See 'Set up business views' on page 7-4)
10-40
10.20 EXPORT USING TABLE DEFINITION GROUPS

1.
In the Administration menu, under Periodic, Data export/import, click

Export.
2.
Select a definition group, a file name and a location for the export file,
and a type for the file.
The file type should normally be Binary since this is a compressed
format.
When you select Comma, container fields are not included in the export.
The comma separated format is typically used to export data to view
them in for example a spread sheet. Because container fields are
excluded, comma separated files are normally not used for import.
3.
Finally, select whether the export file should be located on the server or
on the client.
This option is available in a three-tier environment only. Select the check
box Server has access to the file and place the file on the server to
improve performance.
4.
Click OK to start the export, or click Batch to define batch processing

parameters for the export.
10-41
Reference
10.21 CHANGE COMPANY ACCOUNTS

Axapta can be run using different company accounts. Accounts can be
changed using the Select company accounts form. The options available
are described below:
Select a company
1.
Choose File, Open, Company.

A dialog opens displaying a list of all existing companies.
2.
Double-click the name of the company.

The name of the selected company now displays on the status bar.
Alternatively
1.
Double-click the current company system field in the status bar.
2.
Double-click the name of the new company.

The form closes and the new company is now in use.
Select a startup company

1.
Choose Tools, Options.
2.
Select a start-up company from the start company accounts dropdown list.
3.
Close the form.

Changes are now saved.
About company accounts (See 'Company accounts' on page 10-27)
10-42
INDEX
access prerequisites
2-2
client status, terminated
access setup
2-2
client template
ASP
8-2
company
8-13
8-15, 10-32
10-42
ASP client
10-33
company account template 10-35
ASP client template
10-32
company accounts 10-33, 10-35,

10-42
ASP module
8-2
ASP, e-mail broadcast
9-2
ASP, e-mail setup
9-3
assign permissions
3-2
backup
5-2
backup, export
5-2
backup, import
5-2
business views
7-4
bypass user logon
3-4
client services, add
8-2
client services, create
8-2
client services, maintain
8-2
company accounts template 8-15

configurating
1-2, 1-3
configuration key
1-3
constraints
7-2
data template, create
6-2
data template, modify
6-3
days of evaluation
default data
5-3
default data, export
5-3
default data, import
5-3
define user groups
4-2
definition group
client status
8-13
client status, evaluating
8-13
client status, operating
8-13
client status, suspended
8-13
8-13
5-2, 10-2, 10-28
domains
4-2
domains, creating
4-3
e-mail
9-2, 9-3
e-mail broadcast
9-2
e-mail messages, expiry
8-12
parent client
8-15
password status
3-4
enum values
5-6
passwords, adding
3-5
Excel Spreadsheet
5-8
passwords, creating
3-5
expiry warning
8-12
permission
2-3
expiry warning, issue
8-12
permissions
2-3
7-2
export
5-2
record level security
export data
5-2
report substitution
feature access
2-2
report, license
format cells
5-6
restrictions
7-2
group ID
3-3
security, record level
7-2
hiding fields
2-2
send email
import
5-2
setup user groups
3-3
string data type
5-6
import data
5-2, 5-5
import data, Microsoft Excel

5-9
5-6,
import data, other systems
5-5
import wizard
5-6, 5-9
license codes
1-2, 1-4
subclient
8-11
10-33
8-15
table definition group
10-28
TableGroup
10-28
TableSetup
10-28
template
license information
10-33
8-10
1-4
template company account 10-32
license report, create
8-11
template user group
master domain
10-32
8-15, 10-33
template wizard
new user
3-5
Oracle
7-3
5-8
template, company accounts 8-10

template, create
6-2
templates, client
templates, create
10-32
5-8
templates, create in Microsoft

Excel
5-8
tracing
user
user group
user group setup

user group template
3-2
8-15
user groups
3-2, 3-3
user setup
3-2, 3-4
7-5
users
3-2, 3-3, 3-4, 10-33
views
7-4
visible data
2-2
3-2, 3-4
10-33
user group permission 2-3, 10-33

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NOTICE

About configuration .......................................................................... 1-2

Set up Configuration Keys................................................................ 1-3

Set up license information ................................................................ 1-4

About setting up access ................................................................... 2-2

Set up user group permissions......................................................... 2-3

About setting up users and user groups........................................... 3-2

Set up user groups ........................................................................... 3-3

Set up users ..................................................................................... 3-4

Add a password................................................................................ 3-5

About domains ................................................................................. 4-2

Create a domain............................................................................... 4-3

Use import and export for backup.....................................................5-2

Export and import default data..........................................................5-3

Import data from other systems ........................................................5-5

Enter data in Microsoft Excel ............................................................5-6

Create templates in Microsoft Excel .................................................5-8

Import data from Microsoft Excel ......................................................5-9

Create a template .............................................................................6-2

Set up record level security...............................................................7-2

Run and schedule Oracle statistics...................................................7-3

Set up business views ......................................................................7-4

About Application Service Provider...................................................8-2

Create user group templates ............................................................8-8

Create an ASP template ...................................................................8-9

Create a company accounts template ............................................8-10

Create a license report ................................................................... 8-11

Issue an expiry warning.................................................................. 8-12

Client status.................................................................................... 8-13

Issue an e-mail broadcast ................................................................ 9-2

Set up e-mail messages................................................................... 9-3

Definition groups.................................................................. 10-2

License information. ................................................................ 10-3

Configuration ................................................................ 10-4

Users ................................................................. 10-6

User groups. ................................................................. 10-8

User group permissions.. ............................................................ 10-9

User group form setup....................................................... 10-13

Password parameters........................................................ 10-25

Company accounts.. ...................................................... 10-27

10.10 Create table definition group ........................................................ 10-28

10.14 ASP clients. .............................................................10-33

Entering License information

Enabling Configuration keys

Users Guide for Administration

SET UP CONFIGURATION KEYS

On the Administration menu, click Setup, System, and Configuration.

Use arrow down to expand the configuration key tree.

Select the check box to enable the configuration key.

Note Boxes marked with a padlock symbol are directly controlled by a

SET UP LICENSE INFORMATION

On the Administration menu, click Setup, System, and License

Enter the remaining codes.

ABOUT SETTING UP ACCESS

Configuration (See 'About configuration' on page 1-2) is done,

Users (See 'Users' on page 10-6) have been created,

Company accounts (See 'Company accounts' on page 10-27) have

Domains (See 'Domains' on page 10-30) have been created.

Constraints can be applied to what data should be visible to a given user

Users Guide for Administration

SET UP USER GROUP PERMISSIONS

Find the user group and domain to set up permissions for.

Select the access level for each item.