Monday, July 25, 2011

Basics of setting up AX2009 security keys

Set up alerts
a. Go to Basic > Number Sequence > Reference > System ID
i. Ensure that the Basic_01 number sequence exists. If not, create.
b. Set up Basic > Setup > Email Templates
c. Basic > Setup > Alerts > Set up email ID
d. Administration > Batch Groups
i. Create "Alerts" Batch Group
e. Administration > Setup > Server Configuration
i. Tick Is Batch Server
ii. On Batch server groups tab, select "Alerts"
f. Basic > Setup > Alerts > Manage alert rules
g. Basic > Setup > Alerts > Periodic > Alerts > Change based alerts
i. Add to "Alerts" batch group and send to batch
h. Basic > Setup > Alerts > Periodic > Alerts > Due date alerts
i. Add to "Alerts" batch group and send to batch
i. Administration > Common forms > Users > User options
i. Set up email
ii. On Notifications tab, set up parameters
iii. On Status Bar tab ensure the "Show alert status" is ticked
j. Set up security keys
i. http://technet.microsoft.com/en-us/library/aa834418(AX.50).aspx

No comments:

Post a Comment