Use the initialization checklist to guide you through the initial setup of Microsoft Dynamics AX. As each task is completed, it is checked off by the system. Most of the tasks are one-time setup options.
Important
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You must complete the initialization checklist before you add any users to the system. If you add users to the system before completing the initialization checklist, they receive full user rights to the application, regardless of which user group they are assigned to, until you complete the checklist. |
The initialization checklist opens after you have installed the Microsoft Dynamics AX client, or you can open it by clicking > > > > .
When you complete the checklist, you can select the check box so that the initialization checklist does not open every time that you start the client.
After you complete the initialization checklist, you must restart the Microsoft Dynamics AX client.
Initialization checklist
tasks
The options in the initialization checklist vary slightly depending on whether Microsoft Dynamics AX is running on a Microsoft SQL Server database or on an Oracle database.
Click a link in the checklist to open the appropriate form and start the task. For more information about a task, click the Help icon next to the option.
For more information about the symbols used in the checklist, with the checklist open, click F1.
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Checklist item |
Description |
Also available from |
For more information, see |
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Update references and make sure that the application is ready for use. This process must be completed if there is more than one layer in your system. |
> > |
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Import or enter the Microsoft Dynamics AX licenses that were purchased. Licenses activate configuration keys that are used to enable modules and functions. Start demonstration mode by clicking the
Optionalicon
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> > > |
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Join the Customer Experience Improvement program to help Microsoft improve Microsoft Dynamics AX. |
> > > |
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(Oracle only) |
Specify the Oracle usage statistics for Microsoft Dynamics AX to collect automatically. |
Available only from the initialization checklist |
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(Oracle only) |
Manage the placement of Microsoft Dynamics AX tables within Oracle tablespaces. |
Available only from the initialization checklist |
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Review the functionality associated with each key, and then enable or disable configuration keys as appropriate for your company. Functionality that has been disabled does not appear on Microsoft Dynamics AX menus. |
> > > |
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Change the properties for data types without accessing the Application Object Tree (AOT). You must be an administrator to make these changes. All changes must be made before data is entered into the system. |
> > > |
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Synchronize the database to the most recent version of Microsoft Dynamics AX. |
Available only from the initialization checklist |
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Import demo data or data that was originally exported from Microsoft Dynamics AX (*.dat files). |
> > > |
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Identify companies used in Microsoft Dynamics AX. A company can be a separate legal entity or a division within a company. |
> Common Forms> |
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Set up virtual companies for shared address books. |
> > |
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Set up the Business Connector proxy account, the Workflow system account, and the synchronization service account. |
> > > |
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Select the default user profiles to enable for Role Centers. Role Centers are customizable home pages. |
> > Role Centers> Initialize Role Center profiles |
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