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Learn about the new user experience and additional user control
components in Enterprise Portal.
Introduction
The Enterprise Portal framework has been improved to use several of the
infrastructure features added in Microsoft Dynamics AX 2012. These include
database features, such as table inheritance, tables with effective dates, and
surrogate keys. Other infrastructure features that Enterprise Portal supports
include the improved proxy support, and the ability to use a service reference to
connect to Microsoft Dynamics AX data. The add-in to support Enterprise Portal
development in Visual Studio has been reworked. Improvements have been made
to the user control components to support the new visual appearance of
Enterprise Portal.
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Security
The Enterprise Portal framework uses the new Microsoft Dynamics AX 2012
security framework. Enterprise Portal automatically allows and denies access to
data and to web pages, based on settings in the Microsoft Dynamics AX role and
task security framework. The administrators must configure Microsoft Dynamics
AX security roles and tasks before users can view Enterprise Portal pages.
User Authentication
Administrators can configure Enterprise Portal vendor sites to authenticate users
based on their Microsoft Live ID. By using this external authentication,
administrators do not have to manage external users in their Active Directory
configuration.
User Experience
In Microsoft Dynamics AX 2012, multiple improvements are made to the user
components to support the new visual appearance of Enterprise Portal. The goal
is to create a similar experience in the Microsoft Dynamics AX client and
Enterprise Portal. The consistent interface helps simplify the interaction with the
system.
One example of the consistent user experience is the new Action Pane. You
can add an Action Pane to an Enterprise Portal page by using the Action Pane
control. The Enterprise Portal Action Pane resembles the Action Pane in the
Microsoft Dynamics AX client. The Action Pane has multiple tabs that contain
button groups. Each button group contains action buttons to move to other pages,
add records to list pages, or perform common tasks for a selected record, such as
creating a new sales order for a customer.
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Number
User Control
Action Pane
Quick Filter
Advanced Filter
Fact Box
Preview Pane
Filter Capabilities
List Pages are designed to help users find the correct information easily by
providing improved filter capabilities. Users can save and reuse filters. Users can
use List Pages to preview important and related information through Fact Boxes,
the Preview pane, and Cues. Using the Advanced filter option, Enterprise Portal
users can save list items to a cue on their Role Center page.
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Performing Actions
List Pages are a focal point within the application, and the display data and you
can use them to apply actions to the selection. Complex actions that need
parameters and options, such as placing a Customer on Hold or posting a journal,
require the user to move to a separate form to perform the action because in
earlier releases you cannot capture those parameters while staying on the List
Page.
Action Panes make it easier to find actions and provide a visually appealing
action presentation mechanism. However, users cannot perform most actions
directly from an Action Pane on a List Page. Quick Path, also known as Drop
Dialog functionality, is added to the Action Pane so that you can perform a larger
number of actions directly from the List Page instead of having to move to other
forms and dialog boxes to provide parameters to those actions. In addition, Info
Part Actions, and Hyperlinks on the grid help you take actions more quickly.
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Providing metadata support for Preview Panes together with the Fact
Box feature.
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Task pages keep the focus on the current task and open in a modal
window. Data on the page is refreshed when closing the modal
window.
Number
User Control
Close Button
FastTab
Two-column Layout
Fact Box
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17.
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Challenge Yourself!
Use what you learned in the user experience lesson to create a simple List Page
and deploy the List Page to the Enterprise Portal.
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Business Data Web Parts: Generic Web Parts that display any
entity from the Business Data Connectivity server, without deploying
new code. The Web Parts provide customization, Web Part
connections, and the standard Microsoft Windows SharePoint
Services interface capabilities, such as paging, filtering, and style.
Business Data in Lists: New field type you can use to add any entity
defined in the Business Data Connectivity server to a SharePoint list
or to a document library.
Summary
In this chapter you learned how the improvements to the Enterprise Portal
framework support and use several of the infrastructure features added in
Microsoft Dynamics AX. These include database features, such as table
inheritance, tables with effective dates, and surrogate keys. In addition
improvements have been made to the user control components to support the new
visual appearance of Enterprise Portal.
Some new features include the following:
Performing actions on list pages by using the Action Pane, Info Part
Actions, and Hyperlink.
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2.
3.
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Solutions
Test Your Knowledge
1. True of False Enterprise Portal automatically activates and denies access to
data and to web pages, based on settings in the Microsoft Dynamics AX role
and task security framework.
( ) False Enterprise Portal uses its own security framework developed
specifically for web users.
() True Enterprise Portal takes advantage of the new Microsoft
Dynamics AX 2012 security framework.
2. What are some of the new user controls on List Pages that help find the
correct information more easily? (Select all that apply)
() Fact Boxes
() Preview pane
() Cue parts
() Advanced Filter
3. Which of the following business data features are available after you register
a data source in the Business Data Connectivity server? (Select all that apply)
() Business Data in Lists
() Business Data Actions
() Business Data Search
() Business Data in User Profiles
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