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Uninstall Microsoft Dynamics AX

This topic explains how to uninstall Microsoft Dynamics AX by using Add or Remove Programs on the Control Panel.

Databases, log files, and application files must be removed manually. Information about how to manually remove components is also included in this topic.

Uninstall components by using Add or Remove Programs

Use this procedure to remove Microsoft Dynamics AX components.

1. Open Add or Remove Programs. (Start > All Programs > Control Panel > Add or Remove Programs).
2. Select the component that you want to remove, and then click Remove. The components that are listed in the following table can be removed.

Option	Removes
Microsoft Dynamics AX Components	Selecting this option removes the following components: o Client o Role Centers and the Enterprise Portal framework o Workflow o Reporting extensions o Debugger o Enterprise Portal developer tools o Reporting tools o .NET Business Connector o AIF Web services o BizTalk adapter o Synchronization proxy for Microsoft Office Project o Synchronization service for Microsoft Office Project This option removes all components that are installed on the local computer. You cannot select to remove individual components.
Microsoft Dynamics AX Client Help Files	Select this option to remove all Help files in all installed languages. You should not remove Help files unless the client is also being removed.
Microsoft Dynamics AX Object Server (instance name)	Select this option to remove a specific Application Object Server (AOS) instance. Before you remove an AOS instance, use the Microsoft Dynamics AX Configuration utility to point all clients to a valid AOS instance, or update the shared configuration file. When you remove an AOS instance, it is not automatically removed from the list of batch and load balancing servers. After you uninstall an AOS instance, you must manually delete it by using the Server configuration form or the Cluster configuration form.

3. A message box asks you to confirm that you want to uninstall. To proceed, click Yes.

Remove remaining components manually

If you choose to remove an entire installation, some components remain after Add or Remove Programs is finished. The following table provides more information about removing components manually.

To remove this	Do this
Application files	Delete the application file directory from the location that you installed it to.
Database and log files	Use database server administration tools to delete the database and log files.
Role Centers and the Enterprise Portal framework	Delete Web sites by using SharePoint Central Administration.
Reporting extensions	· Delete SQL Server Reporting Services objects, such as data sources, reports, and report models by using Reporting Services. · Delete the contents of the Microsoft Dynamics AX report folder.
Analysis extensions	Delete SQL Server Analysis Services objects, such as databases, cubes, and models by using Analysis Services.

Document Management - AX 2012 R2

This topic provides answers to common document management questions. You can use document management in Microsoft Dynamics AX to attach files to records. For example, you can attach PDF, Microsoft Word, or Microsoft Excel files to a purchase order or a sales order. You can also create Word and Excel templates from Microsoft Dynamics AX data.

What is the difference between document handling and document management?

There is no difference. Both terms refer to the same functionality. In earlier versions of Microsoft Dynamics AX, the functionality was called document handling. In more recent versions, it’s called document management.

What is the difference between document management and print management?

What is the difference between document management and print management?Document management lets you add notes, documents, and other files to records in Microsoft Dynamics AX.

Print management lets you control print settings for selected reports. Print settings include the number of copies, the printer destination, and the multilanguage text that can be included on the report. For more information, see Print management.

What is the difference between document types and file types?

Document types are used to categorize the documents that you attach to records or the templates that you create. The document management system handles several types of documents. These include letters, worksheets, and notes. Before you can create templates or attach documents to records, you must configure document types in the Document types form. For more information, see Configure document management.

A file type is the extension of the document. For example, .doc, .xlsx, and .pdf are all file types.

Can I export or import document types?

Yes. For more information, see Export and import a document type.

What is the difference between document management and print management?

Yes. Document attachments can be located anywhere on the Internet or on an intranet and can be attached by using the URL DocuType. For example, if you attach a Word document that is located on SharePoint Online to a record, the attachment opens in the web version of Word

Can I store Microsoft Dynamics AX attachments in SharePoint?

Yes, but only if you’re using Microsoft Dynamics AX 2012 R2. For more information, see Configure Microsoft Dynamics AX document management to use Microsoft SharePoint document libraries.

Can I use templates that are stored in SharePoint as Microsoft Dynamics AX document templates?

Yes, but only if you’re using AX 2012 R2. For more information, see Configure Microsoft Dynamics AX document management to use Microsoft SharePoint document libraries.

Can I move a document archive?

Yes. However, you must copy the documents from the old archive to the new archive before you enter the new location in the archive directory field. This precaution is necessary so that you don’t break existing document references to existing documents.

To move a document archive, follow these steps:

1. Copy all documents from the old archive to the new archive.

2. Click Organization administration > Setup > Document management > Document management parameters.

3. In the General area of the form, in the Archive directory field, enter the path of the new document archive.

Why can’t I click the attachments icon in the Document handling form?

The attachments icon is available only if all of the following scenarios are true:

· You have selected a record.

· You have activated document management. For more information, see Configure document management.

· You have permission to view attachments for the record.

How do I lock the Document handling form?

The Document handling form always lists the documents that are attached to the selected record. If you leave the Document handling form open and you select another record, the form is updated to list the documents that are attached to the newly opened record.

To avoid updating the Document handling form when you select a different record, you can lock the view so that the information in the form doesn’t change.

To lock the Document handling form view, follow these steps:

1. Select a record.

2. Click File > Command > Document handling to open the Document handling form.

3. Click Functions > Lock.

4. Select another record. The documents for the locked record are still displayed in the Document handling form.

Grant users access to reports [AX 2012]

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic explains how to give users access to reports. Two procedures are described in this topic. The procedure that you should use depends on whether you are running Microsoft SQL Server Reporting Services in native mode or SharePoint integrated mode.

Note

SharePoint integrated mode is supported if you are using Microsoft Dynamics AX 2012 R2.

Assign users to the DynamicsAXBrowser role on the Report Manager site

If you are running Reporting Services in native mode, you must assign users or groups to the DynamicsAXBrowser role on the Report Manager site. The following procedure explains how to complete this task.

1. Open the Report Manager website for the Reporting Services instance. By default, the URL is http://[SSRSServerName]:80/Reports.

2. Click the DynamicsAX folder.

3. Click Folder Settings.

4. Click Security.

5. Click New Role Assignment.

6. Enter the Active Directory user name or group to assign to the DynamicsAXBrowser role.

7. Select the DynamicsAXBrowser role.

8. Click OK.

Grant users permission to view reports in SharePoint

If you are running Reporting Services in SharePoint integrated mode, you must grant users permission to view reports in SharePoint. To grant this permission, grant users Read permission to the document library that stores the reports. Alternatively, if the document library inherits permissions from the site, you can grant users Read permission to the site. The following procedure describes how to grant users Readpermission to the site.

Important

If the SharePoint site is configured for claims-based authentication, you must also grant the following accounts Read permission to the document library or site:

• The account that is used as the Business Connector proxy

• The account that is used to run the Microsoft Dynamics AX Application Object Server (AOS) service.

1. Open your browser and navigate to the SharePoint site that contains the document library that stores the reports.

2. Click Site Actions > Site Permissions.

3. Click Grant Permissions. The Grant Permissions window is displayed.

4. In the Users/Groups field, enter the Active Directory names of the users or groups that you want to view reports.

5. In the Grant Permissions area, select the Grant users permission directly option.

6. Select the Read check box.

   Note

   If you want users of Enterprise Portal for Microsoft Dynamics AX to be able to filter reports by using a custom parameter value, select the Design check box. For more information about the permissions that are required to use Enterprise Portal, see Enable users to access Enterprise Portal.

7. Click OK.