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he responsibilities of Axapta system administrators tend to vary significantly from one site to another; however, as with any ERP system, you need to have a system administrator who makes sure that the system is running healthily, maintains it, and where appropriate takes care of automated, routine tasks. The majority of administrative tasks in Axapta are found under the Administration submenu of the main application menu. In addition, it s a good idea for Axapta administrators to know how to get an Axapta system up and running, and how to add and configure clients and servers. A fundamental responsibility for any administrator is managing access to the system, so we will focus strongly on it here. We will cover typical administrative routines, and in order to do this, we have broken down administrative tasks into the following four categories: Authentication Codes and keys Authorization Maintenance tasks The first three categories, covered in their own sections in this chapter, are all related to managing users and what they can and cannot do. The relevance of authentication varies depending on whether you are running Axapta in 2-tier or 3-tier mode (see 3), so make sure you read the section specific to your deployment architecture. The fourth and last category, also discussed in its own section, covers the kind of routines that administrators typically do, or should at least be well acquainted with, such as running batch jobs, backing up the Axapta application and data, and so on. In this chapter, you will learn how to do the following: Manage who to allow in and who not. Control the functionality that s available. Check on the system s state of health. Execute unattended routine work, for example, batch jobs. Get data in and out of the system. Prepare for disaster by backing up your system.
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CHAPTER 5 ADMINISTRATION
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If you want to follow along in Axapta while you read this chapter, start your Axapta client now and log on, as you will soon need it.
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We start this section with a quick overview of what is involved in giving users access to Axapta and the functionality they need, followed by a look at authenticating users in the AOS.
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To gain access to an Axapta system, users need to be authenticated as valid users and authorized to access specific areas of functionality. As an administrator, it will normally be your responsibility to select a method of authentication and set up users who can access the system. Depending on the deployment architecture that you are using (2-tier configuration or 3-tier configuration), users need to go through the following steps to access the functionality of Axapta: 1. Start up a client application such as the native Windows application provided by MBS. 2. Log on to Axapta using the appropriate user ID and password. In 2-tier mode, the client executes the application code and interacts directly with the database, so logging on is all that is necessary to access the Axapta application. In 3-tier mode, users need to be authenticated by the Axapta Object Server (AOS), so you also have to manage how this works. We ll discuss this in the following section.
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Figure 5-1 shows the setting up of a 3-tier system using the AOS management utility. We covered this in 3, but let s quickly review it, expanding on the process that s concerned with how Axapta users are authenticated by AOSs. Naturally, if you have a 2-tier setup, then this does not apply, and you may want to skip ahead to the section Codes and Keys.
CHAPTER 5 ADMINISTRATION
Figure 5-1. AOS Settings form
The important part of this utility in terms of authentication is the Settings control group.
Note Remember, a shortcut to this utility is placed in the Windows Control Panel during installation of the
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