8. Setting Up and Managing Legal Entities and Partitions
by Simon Buxton
Microsoft Dynamics AX 2012 R2 Administration Cookbook
- Microsoft Dynamics AX 2012 R2 Administration Cookbook
- Table of Contents
- Microsoft Dynamics AX 2012 R2 Administration Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Managing Users in AX 2012
- Introduction
- Creating a new Dynamics AX user
- Creating a Claims (flexible authentication) user
- Importing users from the Active Directory
- Understanding the user request workflow
- Defining user relations and basic roles in human resources
- Assigning roles to users
- Assigning profiles to users
- Managing users by PowerShell commands
- User groups, what happened?
- 2. Working with Licensing in AX 2012
- 3. Model Management
- 4. Setting Up and Managing the Application Object Server
- 5. System Monitoring
- 6. Setting Up and Managing E-mails and Batch Processing
- 7. Setting Up and Managing Alerts
- 8. Setting Up and Managing Legal Entities and Partitions
- 9. Setting Up and Managing Workflow
- 10. Setting Up and Managing Security
- Introduction
- Manually assigning users to roles
- Dynamically assigning users to roles
- Creating a model for security
- Creating a new security role
- Adding duties and privileges to a role
- Overriding role permissions
- Setting up record-level security
- Maintaining date-effective policies
- Segregation of duties and mitigating risk
- 11. Setting Up and Managing Reports and BI
- 12. Setting Up and Managing the Application Integration Framework
- 13. General Performance-related Tasks
- Introduction
- Cleaning up the general ledger data
- Cleaning up the procurement and sourcing data
- Cleaning up the sales and marketing data
- Cleaning up the inventory and warehouse management data
- Cleaning up the old calendar dates
- Cleaning up notifications
- Reindexing tables or the whole database
- Compressing the database tables
- Synchronizing the database
- Truncating a table
- Running a consistency check
- Optimizing the model store
- A. Further Reading
- Index
In this chapter, we will cover the following topics:
- Creating a partition
- Connecting to the partition
- Configuring the new partition
- Creating a new legal entity
- Placing the legal entity in the organizational hierarchy
- Other tasks after creating a legal entity
In the previous versions of AX, a legal entity (previously Company) was an isolated silo of information where data in one company could not affect (unless deliberately shared using virtual companies) data in another company.
You could copy companies within a database for testing and training purposes.
Legal entities in AX 2012 are no longer isolated silos and are designed to interact with each other. This brought many new abilities into AX, but some limitations also.
One such limitation is that you could not isolate a company's data from other companies in the group. This limitation was solved by partitions. A partition provides a level of isolation similar to having the legal entities in different databases and is new to AX 2012 R2.
One example is the shared nature of the chart of accounts, where they can be used in any legal entity (within the same partition).
When you first install AX, a default partition called initial is created, which is sufficient for most of the implementations.
All legal entities you create will be created against the initial partition, as is any data created in a table in AX.
If you require a legal entity to be isolated from other legal entities, you will need to create another partition, log in to that partition, and configure the system.
Note
The architecture of data partitioning is described well here: http://msdn.microsoft.com/en-us/library/jj728665.aspx.
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