Copyright © 2015 Packt Publishing
Table of Contents
Introducing the MorphX development tool 3
Application Object Tree 5
The X++ code editor 6
Compiler 8
Debugger 9
Projects 10
The property sheet 11
The cross-reference tool 13
The Find tool 13
The table browser tool 14
The best practice tool 15
The reverse engineering tool 16
Developing a security artifact using AOT 17
Setting permissions for a form 18
Assigning permissions to privileges 19
Validating and testing a security privilege 22
Applying a configuration key 22
Summary 24
The fundamentals of security coding using X++ 25
Using Code Access Security 26
Securing an API on the AOS 28
Security debugging 30
Installing the debugger 30
Enabling the debugger 31
Adding users to the Debugging User local group 33
The debugger user interface 36
Debugger shortcut keys 37
Security for the display and edit methods 38
The Table Permissions Framework 41
Summary 45
The main concepts of XDS policies 48
Designing and developing the XDS policy 48
Creating the policy 49
Adding constrained tables and views 51
Setting the XDS policy context 52
Debugging XDS policies 53
Summary 55
The organizational model framework 58
Organization hierarchies 59
The organizational model scenarios 61
Integration with other frameworks' application modules 61
Custom modeling scenarios 62
Extending the organizational model 62
Creating a custom type of operating unit 62
Creating a new base enum value 63
Creating a view 63
Creating a menu item 64
Extending the hierarchy designer 65
Summary 65
The architecture of Enterprise Portal 67
Web parts 68
AOT elements 68
Datasets 69
Controls 69
Security in Enterprise Portal 70
Securing web elements 70
Record context and encryption 72
Data access security 72
Report access security 74
Assigning a user to the DynamicsAXBrowser role 74
Granting a user access permission to view reports 75
Summary 75
Index 77
Preface
Welcome to Microsoft Dynamics AX 2012 R3 Security, where we take you on a journey, starting from the security development concepts that use Microsoft Dynamics AX 2012 R3 and ending with practical steps to make the necessary security setups, illustrated with snapshots and figures that will guide you through developing your
environmental security system.
What this book covers
Chapter 1, MorphX Security System, gives you a solid introduction to MorphX development tools. You will be able to use each development feature in a smooth and fast way.
Chapter 2, Security Coding, gives you the ability to use the code access security to secure your environment and also teaches you how to debug security coding.
Chapter 3, Developing Extensible Data Security, enables you to secure your sensitive data using the extensible data security features by designing and developing XDS policies.
Chapter 4, Extending the Organization Model, helps you understand the types of organizations and the basic categories of operational units and how to use them.
Chapter 5, Enterprise Portal Security, provides you with an understanding of the architecture of the Enterprise Portal in Microsoft Dynamics AX 2012, and ensures that you are able to secure web parts and elements.
What you need for this book
You will need to properly understand every section first and then practice the examples covered in this book by moving step by step. You also need to run the Microsoft Dynamics AX 2012 R3 virtual machine to move with every step, so you will not have to worry about missing anything.
Who this book is for
If you are an AX implementer, an AX developer, a network administrator, or an IT person charged with configuring Dynamics AX 2012 R3 in your company, then this book is for you. The book assumes that you are familiar with basic security terminologies. Also, this book provides you with a good overview and covers details that make it suitable for beginners and intermediate and advanced readers.
