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Intelligent Data Management in Microsoft Dynamics AXTao WangPrincipal Development ManagerDynamics AX performanceMicrosoft Corporation

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AgendaOverviewPre Requisites and DeploymentCore Features

Intelligent Data ManagementPurgingSchedulingAlerting/ThresholdsPerformance DashboardArchivingRestoreTemplates

Archive by Fiscal Period (Continued TAP – not in RTM)

Planning for ImplementationIs your Codebase ready?

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Intelligent Data Management

Monitors AX DB health on the productions systemSuggests actions to optimize runtime DB performanceArchives historical dataPurges obsolete dataHelps understand AX DB Schema

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Release Details

Current State: In TAP (Few Days from RTM)Availability To:

TAP CustomersNon Production Bits – CustomerSource and PartnerSource

Planned RTM Date: Oct 2010Versions Supported

3.0/4.0/2009Database Support

SQL 2005 SP2 and SQL 2008 ONLY

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Pre- RequisiteComponent Version

Microsoft .NET Framework 3.5 SP1

Microsoft Windows Installer 3.1 and above

Microsoft Charts 3.5

Microsoft Dynamics AX Client 3.0, 4.0, or 2009

Microsoft Dynamics AX .NET Business Connector 4.0 or 2009

Microsoft Dynamics AX Business Connector (COM) 3.0

Microsoft Office 2007

Microsoft DTC (Needs to be configured for remote connections – read DTC Appendix)

Version that comes with the OS

Microsoft SSIS Client Same version as DB Version

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Post-installation StepsComponent State Purpose

AX Install Xref Tables and Table relations need to be complete

Populate XREF for all tables and relations as a basis for the data model generation

PostInstallSetup.exe Needs to run to completion Extend Xref with necessary information

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Intelligent Data Management Framework: V1 Architecture

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Configurations – single box

AX Database Production

IDM Management

Database

AOS

IDM ConsoleClient

BC .NET

AX Database Test

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Box 2

Box 1

Configurations: Multiple Boxes

AX Database Production

IDMDatabase

AOS

IDM ConsoleClient

BC .NET

AX Database Test

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Box 3Box 2

Box 4

Box 1

Configurations: More Boxes

AX Database Production

IDMDatabase

AOS

IDM ConsoleClient

BC .NET

AX Database Test

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Intelligent Data Management Framework: Core FeaturesTao WangPrincipal Dev ManagerMicrosoft

DEMO

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Core Features

Performance DashboardSchedulingPurgingAlerting/ThresholdsArchivingRestoreTemplates

Archive by Fiscal Period

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Intelligent Data Management Framework: Purge Data Flow

SalesParmTable

SalesParmLine SalesParmSubTable

SalesParmSubLine

SalesParmUpdate

PURGE_360

PURGE_361 PURGE_1293

PURGE_1549

PURGE_1428

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Empty Database

Reference

Active

AX IDMF Archiving Service Explained

Inactive

Reference

Inactive

AX Archive Service

Active Database

Archive Database

Replicate Reference Data

Move Inactive Data from Active to Archive

Data Type Mode Frequency

Reference Data Copy Customer Configurable – Smart model to copy whole tables when change occurs

Inactive Data tied to Financials

Move Customer configures move after Fiscal Year Close. No System Downtime

Inactive data tied to Business events

Move Customer Configures on time or triggered by event – clean up quotes after campaign end date or BOM Price recalculations once quarter is closed

Active

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Archive: Fiscal Year Sliding Scale for Your ONLINE Database

2008* 2007 2006 2005 2004

2009* 2008 2007

2010* 2009 2008

FY 2008

FY 2009

FY 2010

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Planning for Implementations

Implementation Analysis

• Table Relations

• Table Group Data

• Data Analysis for Focus Areas

Development

• Decide strategy for Archiving/Purge

• Build Templates

Testing

• Test Templates

• Functional testing to make sure data is consistent

• Test Restore

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© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Backup screen images in case of network breakdown

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