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hkruiniger asked a question on 22 Aug 2011 9:51 AM

I'm looking for a document on how to install PSA module for Dynamics AX 2009.  The User Guide at https://mbs.microsoft.com/downloads/partner/ax/userguides/DOC_AX2009_04_PSA2009ImplementationGuide.pdf refers to an installation document but I can't find it anywhere?

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Liviu Stoica responded on 23 Aug 2011 12:35 AM

 

 

 

Manual Installing Professional Services Automation

Microsoft Dynamics AX

Prerequisites

Before you begin ensure the following prerequisites are met:

  • Install the core MicrosoftDynamicsAX 2009 components (file server, object server, client, and database) before you set up and configure Enterprise Portal. For more information, see the MicrosoftDynamicsAX Implementation Guide.
  • Verify that the core MicrosoftDynamicsAX installation meets all requirements, such as Active Directory® directory services being configured in native mode. For more information, see Hardware and Software Requirements.
  • Verify that Enterprise Portal and Workflow are installed. See the MicrosoftDynamicsAX Implementation Guide.
  • Verify that the Project, Human resources (HR), Customer relationship management (CRM), General Ledger, Accounts payable (AP), and Accounts receivable (AR) base AX modules are installed.
  • Verify that the AX 2009 Timesheets was installed.
  • Verify there is no existing BUS layer file installed in the AX2009 application folder (typical path for this file is C:\Program Files\Microsoft Dynamics AX\50\Application\Appl\DynamicsAx1 \axbus.aod). In case there is a BUS layer file present in the application folder. First back up this file and then merge the existing BUS layer with the one provided as an XPO file in the installation package.

 

3.   Installing PSA

 

Step

Description

1.       Stop the Dynamics AX Object Server (AOS) Service Instance

 

 

2.       Open the PSA Setup folder provided with the installation files

 

 

3.       Copy the files in the AX application folder (typical path for this file is C:\Program Files\Microsoft Dynamics AX\50\Application\Appl\DynamicsAx1 \)

 

The list of the files:

1.axbus.aod (Application Object Data)

2.axbusen-us.add

3.axbusen-us.ahd

4. Axbusen-us.khd (System Documentation)

5. axPSAen-us.ald

 

4.    Delete axapd.aoi file from the AX application folder

 

 

 

5.       Restart the Dynamics AX Object Server (AOS) Service Instance

 

 

6.       A) If Initialization checklist appears on the first AX start after PSA install then all suggested actions must be performed in order to have a compiled and synchronized application.

 

 

6.    B) If AX client starts directly then a compilation must be performed (AdministrationàPeriodicàCompile application). Followed by a Synchronization (AdministrationàPeriodicàSQL administration then click "Table actions" and choose Synchronize database).

 

 

 

 

 


 

 Deployment of PSA Enterprise Portal pages to SharePoint

 

1.    Open web.config file (configuration file for Enterprise Portal web site found tipicaly in C:\Inetpub\wwwroot\wss\VirtualDirectories\82 where 82 (just an example) is the Enterprise Portal site name)

 

2.    Insert the line provided in the right as shown in the picture.

<add assembly="Microsoft.Dynamics.Framework.Portal, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31BF3856AD364E35"/>

 

3.    Restart Internet Information Services (IIS) Admin Service.

 

4.    Deploy other EP Resources from Dynamics Ax client: Administration -> Setup -> Internet -> Enterprise Portal -> Manage deployments -> click the Update button

 

5.       Skip if standard AX Manage Timesheet is already deployed in the system.

If not, deploy Web modules from Dynamics Ax client: AOT -> Web modules -> Home -> EmployeeServices -> ManageTimesheets

If web module is already deployed the following message is presented to the user: "The Web site http://EPSite:82/sites/DynamicsAx/ was not created correctly. The Web site address "/sites/DynamicsAx/EmployeeServices/ManageTimesheets" is already in use. Please delete this sub site on the development site before deploying it."

 

 

6.       Skip if standard AX Approve Timesheet is already deployed in the system.

If not, deploy Web modules from Dynamics Ax client: AOT -> Web modules -> Home -> EmployeeServices -> ApproveTimesheets

If web module is already deployed the following message is presented to the user: "The Web site http://EPSite:82/sites/DynamicsAx/ was not created correctly. The Web site address "/sites/DynamicsAx/EmployeeServices/ApproveTimesheets" is already in use. Please delete this sub site on the development site before deploying it."

 

 

7.       Deploy Page Definitions from Dynamics Ax client: AOT -> Web -> Web Files -> Page Definitions

 

BudgetCurrentCreate

BudgetCurrentView

BudgetForecast

BudgetForecastQuotes

BudgetOriginal

BudgetOriginalQuotes

Budgets

ProjectRequestAdd

ProjectRequestEdit

ProjectRequestInfo

ProjectRequestPrint

ProjectRequests

CommitTypePopup

EmployeeScheduling

ProjectScheduling

DefaultPSA

Default_EmployeeServices_ApprTimesh

Default_EmployeeServices_MngTimesh

TsTimesheetEdit

TsTimesheetComment

TsTimesheetPrint

TsTimesheetDelegates

 

Note: If page already exists it is overwritten without warning!

 

 

 

 

 

 

 

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hkruiniger responded on 23 Aug 2011 4:08 AM

Thanks Liviu, that's excellent.  Do you have the  URL where I can find the PSA installation files?  Doesn't seem to be included in the main AX2009 DVD image set.

Thanks

Hans

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