Facility Management

DEVELOPER SAMPLE
Microsoft Dynamics AX
®
Facility Management
A developer sample application for Microsoft Dynamics AX 2012
Date: December 2, 2011

Table of Contents
Introduction ................................................................................................ 4
Facility Management Overview ................................................................... 4

Role Center .......................................................................................................................... 4
Area Page ............................................................................................................................ 5
List Pages ............................................................................................................................ 5
Forms.................................................................................................................................. 6
Reports ............................................................................................................................... 6
Workflow ............................................................................................................................. 7
Enterprise Portal Integration .................................................................................................. 7
Prerequisites............................................................................................... 8
Microsoft Dynamics AX 2012 .................................................................................................. 8
Enterprise Portal ................................................................................................................... 8
Microsoft SQL Server Reporting Services.................................................................................. 8
Microsoft SQL Server Analysis Services .................................................................................... 8
Contoso Demo Data .............................................................................................................. 8
Installing Facility Management ................................................................... 8

Installing the Application Resources ........................................................................................ 9
Running the Facility Management Installation Job ....................................................................11
Generating Number Sequences for Facility Management ...........................................................11
Loading Sample Data ...........................................................................................................12
Setting up Facility Management ................................................................ 12

Setting up Facility Management parameters ............................................................................12
Deploying Reports................................................................................................................13
Deploying Help ....................................................................................................................13
Setting up Enterprise Portal ..................................................................................................13
Configuring Security .............................................................................................................15
Setting up Workflow .............................................................................................................16
Setting up Search ................................................................................................................18
Configuring Analysis Services ................................................................................................19
Using Facility Management ....................................................................... 19

Role Center .........................................................................................................................19
Area Page ...........................................................................................................................20
Lists Pages and Forms ..........................................................................................................20
Reports ..............................................................................................................................21
Workflow ............................................................................................................................21
Enterprise Portal ..................................................................................................................22
List pages ........................................................................................................................ 23
Workflow ......................................................................................................................... 24
Analysis Services .................................................................................................................24
Deploying the WorkOrderCost report ................................................................................... 24
Viewing the WorkOrderCost report in Enterprise Portal .......................................................... 25
FACILITY MANAGEMENT DEVELOPER SAMPLE

Data Model ................................................................................................ 27
Resources in the Facility Management Sample .......................................... 28

Introduction
This document describes the Facility Management sample application for Microsoft Dynamics
AX 2012. This is a developer sample that provides examples of how to implement common
functionality in Microsoft Dynamics AX. Use it to learn how you could implement
functionality in your integrating applications. The following items are discussed:
 Facility Management Overview

 Prerequisites
 Installing Facility Management
 Setting up Facility Management
 Using Facility Management
 Data Model
 Resources in the Facility Management Sample
Facility Management Overview

The Facility Management sample application is an add-on module for Microsoft Dynamics
AX. It manages the data for the rooms in a facility. It also manages the work orders that
workers create to have work done for rooms in the facility. The sample application
demonstrates several common features in Microsoft Dynamics AX 2012.
Role Center
The Facility Management application provides a Facility Manager role center profile and
corresponding role center page. Users who are assigned to the Facility Manager role center
profile will see this role center page as the default page in Microsoft Dynamics AX and in
Enterprise Portal.

Area Page
The Area Page for the Facility Management module provides a central location where all of
the resources in the module can be accessed.
List Pages
The Facility Management module contains two List Pages. One displays room information.
The other displays work order information.

Forms
Several forms are included in the Facility Management application. Some forms, such as
Rooms or Work Orders, are standard data entry forms.
Other forms, such as Facility Management parameters, are used to configure the
application.
Reports
The Facility Management module has reports such as a Room List and Work Order List.

Workflow
A Work Order Approval workflow is implemented for the Work Orders form in the Microsoft
Dynamics AX client and the Work Order Details page in Enterprise Portal. Using this
workflow, a worker creates a work order and submits it for approval. A manager reviews the
work order. If the manager approves, the work requested can be performed.
Enterprise Portal Integration

The Facility Management sample implements the Facility web module to provide access to
room and work order data through Enterprise Portal. Users can view, edit, and create new
rooms and work orders. Room and work order reports are available. Users can also perform
workflow actions as a work order moves through the work order approval process.

Prerequisites
Before you use the Facility Management sample, review the following prerequisites.
Microsoft Dynamics AX 2012

You must have Microsoft Dynamics AX 2012 installed, with developer license keys. This is a
required prerequisite.
Enterprise Portal
If you want to use the Facility Manager role center or web resources for the Facility
Management sample application, you must have Enterprise Portal installed and configured.
Microsoft SQL Server Reporting Services

If you want to use the reports included with the Facility Management sample application,
you must have Microsoft SQL Server® Reporting Services installed and configured for
Microsoft Dynamics AX.
Microsoft SQL Server Analysis Services

If you want to use the report based on the cube included with the Facility Management
sample application, you must have Microsoft SQL Server Analysis Services installed and
configured for Microsoft Dynamics AX.
Contoso Demo Data

The sample data included with the Facility Management sample is designed to integrate with
the Contoso Demo Data. This demo data is available for download from CustomerSource
and PartnerSource. Use the following links to access this demo data.
Location URL
CustomerSource https://mbs.microsoft.com/customersource/downloads/servicepacks/microsoftdynamicsax2012.htm
PartnerSource https://mbs.microsoft.com/partnersource/deployment/resources/productreleases/microsoftdynamicsax2012.htm
Installing Facility Management

Important: If you have already added or modified resources in the Microsoft Dynamics AX
system where you are installing the Facility Management sample, the resources from the
sample will be added to the changes you already made. It may be difficult to distinguish the
changes and additions you made from those made by the sample. To avoid this, consider
installing the Facility Management sample on a Microsoft Dynamics AX system that is
dedicated to running the sample. Another option is to install the sample into a separate
model in your current Microsoft Dynamics AX installation.

To install the Facility Management application, four main steps must be performed:
1. Install the application resources.

2. Run the Facility Management installation job.
3. Generate number sequences.
4. Load the sample data.
Installing the Application Resources

There are two ways to install the application resources for Microsoft Dynamics AX
applications. You can use an .xpo file to install the resources, or you could use an .axmodel
file to install the resources. Developers will typically use the .xpo file because it allows them
to see merge issues before resources are actually imported. End-users will typically use the
.axmodel file to install applications for Microsoft Dynamics AX. An .xpo file is used to install
the Facility Management sample, because the sample is primarily intended for developers.
To use the .xpo file to install the Facility Management Sample, complete the following
procedure.
1. Start Microsoft Dynamics AX. Be sure that you are logged in as a user with
administrative privileges in Microsoft Dynamics AX.
2. Open the Development Workspace.
3. Choose Tools > Model management > Create model.
4. Supply the following values for the model:
Model name: FacilityManagement

Model publisher: Microsoft
Layer: usr
Version: 1.0.0.0
Model description: Facility Management Sample
Model display name: Facility Management
Choose Set as current model and then click OK.
5. Open the AOT and click the Import button.
6. In the Import window, click Browse. Locate the Facility_Management.xpo file for
the sample application and click Open.
7. Mark the Show details check box. This allows you to see the resources that are
being imported into Microsoft Dynamics AX.

When you select Microsoft Dynamics AX resources that are modified by the sample
application, such as the MainMenu resource, you can click Compare to see what has
been added to or removed from the core resource.
8. Click OK to start the import operation.
9. During the import operation, messages will be displayed for each of these resources
because they already exist in another layer. Click Yes for each of these resources:
 Base Enum ModuleAxapta

 Base Enum NumberSeqModule
 Menu MainMenu
 Web Module Home
Microsoft Dynamics AX will also compile the code for the resources that were
imported. This can take a few minutes, with pauses between the compiling steps.
During that time, you will see several compiler errors. These will be resolved during
the compiling process. At the end of the process you will see approximately 8
compiler warnings. These issues will not affect the Facility Management Sample. You
will also see that the tables for the Facility Management Sample are synchronized,
making them ready to store data in the database.
10. Close and re-open the Microsoft Dynamics AX client. If you view the items in the
Navigation Pane, you should see the Facility management module listed.
You may want to use the Navigation pane options form to move the Facility
management module to a more convenient location in the Navigation Pane.
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Running the Facility Management Installation Job
Some code needs to be run to complete the installation of the sample. To run the
installation job for the Facility Management sample, complete the following procedure.
2. Open the AOT.
3. Expand the Jobs node.
4. Right-click the InstallFacilityManagement node and then click View Code.
5. Click Go. The installation routine will run.
6. Close the Editor window.
Generating Number Sequences for Facility Management

To generate the number sequences that are needed for the Facility Management sample,
complete the following procedure.
1. Open Microsoft Dynamics AX 2012.
2. Choose Organization administration > Common > Number sequences >

Number sequences.
3. Click Generate. The Set up number sequences wizard will open.
4. Click Next. The number sequences to be created will be listed, including those for
the Facility Management sample.
5. Click Next. The number sequences that will be created are listed.
6. Click Finish to complete the process.
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Loading Sample Data
To load the sample data for the Facility Management sample, complete the following
procedure.
1. Be sure that you have selected the company that you want to import the sample
data into. Typically, this will be the CEU company from the Contoso Demo Data.
2. In Microsoft Dynamics AX, choose System administration > Common > Data
export/import > Import.
3. Click the folder next to the File name field. Select the FCM_Sample_Data.dat file in
the FCM Sample Data folder for the Facility Management sample and click Open.
4. Click OK.
5. A message will be displayed that indicates importing data can cause errors. Click Yes
to continue. The data will be imported.
6. The Infolog should indicate that 44 records were imported. Click Close.
Setting up Facility Management

Depending on what features of the Facility Management sample you want to use, additional
setup steps are required.
Setting up Facility Management parameters

The Facility Management sample implements default values for new rooms and new work
orders. It also implements document numbering for rooms and work orders. To set up
Facility Management parameters, complete the following steps.
1. Be sure that you have selected the company that you imported Facility Management
setup data into. Typically, this will be the CEU company from the Contoso Demo
Data.
2. In Microsoft Dynamics AX, choose Facility Management > Setup > Facility
management parameters.
3. Click Rooms and set the Room default values.
4. Click Work Orders and set the Work Order default values.
5. Click the Number Sequences tab and specify the number sequence code to use for
Work Order Number. Typically, this value will already be set.
6. Click Close.
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Deploying Reports
To deploy the reports for the Facility Management sample, complete the following steps.
1. Start Microsoft Dynamics AX with administrative privileges. Do this by right-clicking

the shortcut for Microsoft Dynamics AX and clicking Run as administrator.
3. Open the AOT.
4. Expand the SSRS Reports > Reports node.
5. Locate the node for the Rooms report. Right-click this node and then click Deploy
Element. After a few moments, the Infolog will indicate that the report was
deployed.
6. Locate the node for the WorkOrders report. Right-click this node and then click
Deploy Element. After a few moments, the Infolog will indicate that the report was
deployed.
Deploying Help
To deploy help topics for the Facility Management sample, complete the following steps.
1. Locate the FCM Sample Help folder that is included with the Facility Management
sample. Open this folder. In it, you will find the FacilityManagement folder. Right-
click the FacilityManagement folder and then click Copy.
2. On the help server, locate the Content folder. This folder is typically found in the
following location:
C:\inetpub\wwwroot\DynamicsAX6HelpServer\Content
You must have Write permission to this folder to be able to add content to it.
3. Right-click the Content folder and then click Paste. The FacilityManagement folder
and all of its content are added to the Content folder.
4. Allow the content to be found. It will take a few moments for the new help content to
be found by the Windows Search Service. After the content is indexed, you will be
able to see it in the Help viewer.
Setting up Enterprise Portal

To set up the Enterprise Portal integration for the Facility Management sample, complete
the following steps.

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3. Open the AOT.
4. Deploy the Facility Management module. Right-click the Web > Web Modules >
Home > Facility node, and choose Deploy Element. After a few moments, an
Infolog message will indicate the module was successfully deployed.
5. Deploy the Web pages for the Enterprise Portal integration. In the AOT, expand the
Web > Web Files > Page Definitions node. In the list of pages, right-click each of
the following pages and then click Deploy Element.
 FacilityAreaPage
 FCMAvailableCubiclesEPListPage
 FCMAvailableOfficesEPListPage
 FCMClosedWorkOrders
 FCMNotInServiceEPListPage
 FCMOpenWorkOrders
 FCMRoomsListPage
 FCMWOrkOrdersListPage
 RoleCenterFacilityManagement
 RoomAddEdit
 RoomDetails
 RoomsList
 RoomsReport
 RoomWorkOrderList
 WorkOrderAddEdit
 WorkOrderDetails
 WorkOrdersList
 WorkOrdersReport
6. Deploy the Web controls for the Enterprise Portal integration. In the AOT, right-click
the Web > Web Files > Web Controls node and choose Deploy Element.
7. In the Development Workspace, choose Build > Generate Incremental CIL. After
a few moments, the Infolog will indicate that CIL generation is complete. This step is
necessary so that the cues will display properly for the Facility Management sample.
8. Reset IIS to ensure the additional resources are found by the Enterprise Portal
server. To do this, open a Command Prompt with administrative privileges. Type the
following command:
iisreset
9. Initialize the FacilityManagement role center profile. The initialization process adds
the Facility Management role center profile, and also deploys the cues and Quick
Links for the Facility Management application.
In Microsoft Dynamics AX, choose Organization administration > Setup > Role
center > Initialize role center profiles. Click Unselect all. Mark the
FacilityManagement Profile ID and click OK. In any dialog boxes that are displayed to
indicate resources will be overwritten, click Yes to All.
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10. Assign users to the FacilityManagement role center profile. In Microsoft Dynamics
AX, choose System administration > Common > Users > Users. Select a user
and click the Profiles to open the User profiles form.
11. Select the FacilityManagement profile, and then click the Users tab. Click Add user.
In the Add user window, select the user and companies. Click OK. Close the User
profiles form. When the user accesses Microsoft Dynamics AX or Enterprise Portal,
they should see the Facility Management role center page.
Configuring Security
To configure security for the Facility Management sample, you will assign users to specific
Facility Management roles. The following table lists the roles that are included in the Facility
Management sample:
Role Description
FacilityManager The manager of the facility. This user can perform all actions in Facility
Management.
FacilityMaintainer A user who performs maintenance activities for the facility.
FacilityUser A user who is assigned a room in the facility.
The following table lists the actions that can be performed by users that are assigned to
each role:
Maintain Work
Create Rooms
Delete Rooms
Manager Role
View Facility
Create Work
Delete Work
View Rooms
View Work
Maintain
Role
Rooms
Orders
Orders
Orders
Orders
Center
FacilityManager X. X X X X X X X X
FacilityMaintainer X X X X
FacilityUser X X X
Use the following procedure to assign a user to a Facility Management role.
1. In Microsoft Dynamics Ax, choose System administration > Common > Users >
Users.
2. Select a user in the list and click Edit.
3. Click Assign roles.
4. In the Assign roles to user form, locate one of the roles for Facility Management.
Select the role and click OK.
5. Close the User form.
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Setting up Workflow
To set up the Work Order Approval workflow for the Facility Management sample, workflow
must be configured for Microsoft Dynamics AX. Then you need to create a workflow
configuration. Complete the following steps to create a workflow configuration.
1. Be sure that you have selected the company that you want to use workflow with.
Typically, this will be the CEU company from the Contoso Demo Data.
2. Create a new workflow instance. In Microsoft Dynamics AX, choose Facility

Management > Setup > Facility management workflows.
3. Click New.
4. In the Create workflow window, select Work order approval workflow and click
Create workflow. The workflow configuration window is displayed.
5. In the action pane, click Properties. The Properties form is displayed.
6. In the Properties form, click Basic Settings. Set the following values:
Name: Work order approval

Owner: Admin
Submission instructions: After creating a work order, submit it for approval.
Click Close.
7. In the Workflow elements group of the toolbox, drag the Work Order Approval
element to the canvas in between the Start and End nodes.
8. Double-click the new work order approval element. Then, right-click on Step 1 and
select Properties.
Name: Initial verification

Work item subject: Verify the work order
Work item instructions: Verify the work order. If it is valid, approve it so it
can be assigned.
10. In the Properties form, click Assignment. In the Assignment type tab of the
Assignment pane, select Participant.
11. Display the Role based tab. Set the Type of participant to Security role
participants. In the Participant list choose Facility manager.
12. In the Properties form, click .Notifications. Mark the Enabled check box for the
Approve event.
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13. Set the following value for the Notification text:
Work order has been approved.
14. Click the Recipient tab. In the Assign users to this notification list, choose
Participant.
15. Click the Role based tab. Set the Type of participant to Security role
participants. In the Participant list choose Facility maintainer.
16. Click Close to exit the Properties form.
17. In the bread crumb area, click Workflow to navigate back to the main workflow
definition.
18. In the Workflow elements group of the toolbox, drag the Work Order Verified
element to the canvas in between the Start and End nodes.
19. Right-click the new work order verified element and then click Properties.
Name: Work Order Verified

Work item subject: Verification of the work completed
Work item instructions: Verify the work that was performed to complete the
work order.
21. In the Properties form, click Assignment. In the Assignment type tab of the
Assignment pane, select Participant.
22. Display the Role based tab. Set the Type of participant to Security role
participants. In the Participant list choose Facility manager.
23. Click Close.
24. In the editor, drag a line from Start to Work Order Approval.
25. Drag a line from Work Order Approval to Work Order Verified.
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26. Drag a line from Work Order Verified to End. The following illustration shows the
finished workflow design.
27. Click Save and close to exit the workflow designer form.
28. Enter a description for the Version notes field and then click OK.
29. In the Active workflow dialog box, select Activate new version and click OK.
The work order approval workflow is now ready to use.
Setting up Search
The rooms and work orders that are part of the Facility Management sample can be
made accessible through Enterprise Search for Microsoft Dynamics AX. If you have
Enterprise Search configured for Microsoft Dynamics AX, complete the following
procedure to include rooms and work orders in the search content.
1. In Microsoft Dynamics AX, choose System administration > Setup > Search >
Search configuration. The Enterprise search configuration window will open.
Click Next.
2. Choose the Business Data Connectivity Service Application and the Search
Service Application that you want to use. Click Next.
3. Select the queries that you want to use for the search content. You will see the
Rooms and Work Orders queries in the list. Select these queries.
4. Select the option to start a full crawl, and then click Next.
5. Click Finish to complete the setup process.
6. After several moments, a dialog box with the search configuration status will be
displayed. After the search crawl is completed, you will be able to search for room
and work order information.
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Configuring Analysis Services
The Facility Management sample contains a perspective that can be used to generate a cube
for SQL Server Analysis Services. The cube can be used as a data source for reports and
KPIs in Facility Management. To configure analysis services for Facility Management,
complete the following procedure:

3. In the Development Workspace, click Tools > Business Intelligence (BI) tools >
SQL Server Analysis Services project wizard.
4. The SQL Server Analysis Services project wizard appears. Click Next.
5. Select Deploy. Click Next.
6. Choose the FCM project. Click Next.
7. Select Deploy the project. Select Create new database and use the name FCM.
8. Select Process the project after it is successfully deployed. Click Next. The
database will be created and the cube will be processed.
9. Click Next, and then click Finish to close the wizard.
Using Facility Management

After the Facility Management sample has been installed and set up, you can work with the
various areas of the application. This portion of the document describes some of the things
you may want to try in the sample.
Role Center
If your Microsoft Dynamics AX system has Enterprise Portal installed, and you completed
the Enterprise Portal setup for the Facility Management sample, you can view the role
center for Facility Management. To do this, assign a user to the FacilityManagement role.
1. In Microsoft Dynamics AX, choose System administration > Common > Users >
Users. The Users list is displayed.
2. Click Profiles. The User profiles form is displayed.
3. Select the FacilityManagement role.
4. Click the Users tab. The users currently assigned to the FacilityManagement user
profile are listed.
5. Click Add user.
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6. Select the User ID of the user that you want to assign to the role center. Indicate
whether you want this assignment to be for all companies or for just a specific
company.
7. Click OK.
8. Click Close to close the User profiles form.
When the user you specified views the Home page in Microsoft Dynamics AX, the role center
page for Facility Management will be displayed.
Area Page
To display the Area Page for the Facility Management sample, click the Facility
Management button in the Navigation Pane. Then click the Area page link to display the
area page.
Use the links on the page to access the forms and reports for the sample.
Lists Pages and Forms

In the Common section of the Facility Management Area Page, use the Rooms and Work
Orders links to display these lists for the application. The Rooms and Work Orders lists
follow standard Microsoft Dynamics AX practices. Use these lists to perform tasks such as:
 Displaying lists of rooms or work orders

 Viewing room or work order details in a details form
 Creating new rooms or work orders
In the default view, the lists display all rooms or work orders. You can use the filtering
capabilities of the list to restrict which rows are displayed. For example, applying the
following filter causes only the cubicles to be displayed.
You can save the filter by choosing Save As Filter from the menu for the list. The filter will
appear as a choice in the menu.
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Reports
In the Reports section of the Facility Management Area Page, use the Rooms list or Work
orders links to display reports for these items.
Workflow
If you completed the workflow setup for the Facility Management sample, you can send a
work order through the Work Order Approval workflow. To do this, complete the following
procedure.
1. Verify that you have logged into Microsoft Dynamics AX as a user who is part of the
System administrator role.
2. Display the Workflow processor form. In Microsoft Dynamics AX, choose Facility
Management > Setup > Workflow processor.
3. Click Start. The Workflow processor form is used to expedite processing of

workflow messages so that you can easily see them being processed for the Facility
Management sample. Leave this form open.
4. From another system, log in to Microsoft Dynamics AX as a user who is part of the
Facility User role. The members of this role can submit work orders to workflow.
5. Choose Facility Management > Common > Work Orders > All work orders to
open the Work Orders list.
6. Select a work order that is in the “Not submitted” state. The workflow bar should be
displayed, along with the Submit button.
7. Click Submit. Supply a comment for the submission, and then click Submit.
As the work order is processed by workflow, you should see a message in the
Workflow processor on the system where you have this form open.
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8. After Microsoft Dynamics AX has finished submitting the work order into the Work
Order Approval workflow, log into Microsoft Dynamics AX as a user who is part of the
Facility Administrator role. You will see that the work order is now submitted and
has moved to the next state, verification.
9. Assume that this is a valid work order, and choose Approve from the Actions
menu. Add a comment, and then click Approve. Allow a few moments for the work
order to move to the next stage of the workflow. When you refresh the view, you will
see that the work order has moved to the work verification stage.
10. In this stage, the work will have been performed, and the details added to the work
order record. At this point, a user in the Facility Manager role examines the details of
the work performed and verifies that the work has been completed. The manager
may also indicate that no verification is needed. For this example, assume that the
work was verified. Choose Completed from the Actions menu. Add a comment, and
then click Completed. Allow a few moments for the work order approval to be
processed. When you refresh the view, you will see that the work order has reached
the completed state.
The workflow state for the work order has been changed to “Completed”.
The Verified field has also been set to “Yes” by the workflow processing code.
Enterprise Portal
If your Microsoft Dynamics AX system has Enterprise Portal installed, and you completed
the Enterprise Portal setup for the Facility Management sample, you can use it to perform
tasks for the Facility Management application. Begin by clicking the Facility tab to display
the Facility home site page.
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Use the links in the Quick Launch area on the left side of the page to view lists of rooms or
work orders, and to display reports.
List pages
In the list of rooms or work orders, you can perform actions for the item selected in the list.
Simply choose an item from the action pane for the list.
The actions you can perform are:
 Creating a new room or work order

 Viewing the details of a room or work order
 Editing the details of a room or work order
 Deleting a room or work order
For instance, to assign a room to an employee you would perform the following procedure.
1. Display the Rooms list page and select a room in the list.
2. In the action pane, choose Edit.
3. In the Worker field, use the lookup to display the list of workers. Select a worker,
and then click OK. The worker name will be displayed in the field.
4. Set the Date assigned field to the current date.
5. Click Save and close to save the changes you made to the room. The Rooms list
page will be displayed. The changes you made should be shown in the list.
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Workflow
If you set up the Work Order Approval workflow for the Facility Management sample, you
can access workflow functionality from within Enterprise Portal. To do this, complete the
following steps.
1. Display the Work Orders list page.
2. Select a work order in the list.
3. In the action pane, click View.
4. The Work order details page will display a workflow bar that allows you to perform
workflow actions for the selected work order. For example, you can display the
workflow history for the work order.
Analysis Services
If you have configured analysis services for the Facility Management sample, you can
implement the WorkOrderCost report, which retrieves data from the Facility Management
cube.
Deploying the WorkOrderCost report

The WorkOrderCost report accesses its data from the cube that was created based on
Facility Management data. To view this report, complete the following procedure:

3. Open the AOT.
4. Expand the Visual Studio Projects > Dynamics AX Model Projects node.
5. Locate the WorkOrderCost node. Right-click this node and then click Edit.
6. Visual Studio® will open. In Solution Explorer, expand the WorkOrderCost project.
7. Double-click the WorkOrderCost node within the project.
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8. In Model Editor, expand the Designs node.
9. Right-click the AutoDesign1 node and then click Preview. After a few moments,
the report will be displayed. It should look similar to the following illustration:
Close the preview.
10. If the WorkOrderCost report displayed correctly, you can deploy it to the report
server. In Solution Explorer, right-click the WorkOrderCost project, and then click
Deploy. The deployment process can take a few moments. The WorkOrderCost
report can be used like any other reporting services reports for Microsoft Dynamics
AX.
Viewing the WorkOrderCost report in Enterprise Portal

To view the WorkOrderCost report in Enterprise Portal, complete the following procedure.
1. Open Enterprise Portal.
2. Click Facility to display the Facility home site page.
3. In the Site Actions menu, click Edit Page.
4. In the Middle Column section of the page, click Add a Web Part.
5. In the Categories list, click Microsoft Dynamics AX.
6. In the Web Parts list, click Report.
7. Click Add to add the web part to the page.
8. In the drop-down menu for the new report web part, click Edit Web Part. The
properties for the report web part will be displayed.
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9. In the Select a report list, choose the Work Order Cost report.
10. Set the Title property to Work Order Cost.
11. Click OK. The report will be rendered on the page.
12. Click Stop Editing.
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Data Model
The following diagram shows the table structure for the Facility Management sample. The
required fields in each table are shown in bold text. The FCMRooms, FCMPublicRooms, and
FCMPrivateRooms tables contain additional fields because they are part of a table hierarchy.
These additional fields are not shown in this diagram.
FCMWorkOrders
PK WorkOrderNum CHAR(10)
RequestDate DATETIME
Details CHAR(60)
FK1 RoomRecId LONG HcmWorkder
FK2 RequesterRecId LONG Requester_FK2
FK3 PerformedByRecId LONG PK RecId LONG
CompletedDate DATETIME
PerformedBy_FK3 PersonnelNumber CHAR(25)
CompletionNotes CHAR(60)
Verified INTEGER
Cost NUMERIC(32,16)
WorkflowState INTEGER
RecId LONG
Room_FK1
FCMRooms
PK RecId LONG AssignedTo_FK1
RoomName CHAR(30)
Description CHAR(60)
InService INTEGER
InitialServiceDate DATETIME
Size CHAR(10)
RoomType INTEGER
FCMPublicRooms FCMPrivateRooms
PK RecId LONG PK RecId LONG
AVCapable INTEGER FK1 AssignedToRecId LONG

MaximumCapacity INTEGER DateAssigned DATETIME
27

Resources in the Facility Management Sample
The following table lists the resources that are used in the Facility Management sample
application. Most of the resources are new, while some are modifications made to existing
Microsoft Dynamics AX resources.
Category Name Description

Data Dictionary FCMParameters Stores the parameter data for the Facility
Tables Management module, such as the default values
when creating rooms or work orders.
FCMRooms Stores the base data for rooms.
FCMPrivateRooms Stores the additional data for private rooms.

Extends the FCMRooms table.
FCMPublicRooms Stores the additional data for public rooms.

Extends the FCMRooms table.
FCMWorkOrders Stores data for work orders.
Data Dictionary RoomRecId The unique identifier for each room.

Extended_Data_Types WorkOrderNum The unique identifier for each work order.
Data Dictionary FCMRoomType Defines the various types of rooms.

Base_Enums FCMWorkOrderWorkflowState Defines the workflow states for work orders.
ModuleAxapta Modification of the existing base enum to add

the Facility Management module.
NumberSeqModule Modification of the existing base enum to add

the Facility Management module for number
sequences.
Configuration Keys FCM The configuration key for the Facility

Management module.
Perspectives FcmCube The perspective that is used to create the Facility

Management cube for SQL Server Analysis
Services.
Classes FCMSubmitWorkOrderToWorkflow Code to submit a work order to workflow. Used

by the Microsoft Dynamics AX client and
Enterprise Portal.
FCMWorkOrderApprovalEventHandler Code to handle the events for the approval

portion of the work orders workflow.
FCMWorkOrderTaskEventHandler Code to handle the events for the task portion of

the work orders workflow.
FCMWorkOrderWorkflowDocument Code that defines the query used for the sample
workflow.
FCMWorkOrderWorkflowEventHandler Code to handle the events for the work orders

workflow.
NumberSeqModuleFacilityManagement Code that defines the number sequence for the

Facility Management module.
Forms FCMAvailableCubiclesListPage Defines the Rooms list page that displays the
available cubicles in the facility.
FCMAvailableOfficesListPage Defines the Rooms list page that displays the

available offices in the facility.
28

Forms (cont.) FCMNotInServiceListPage Defines the Rooms list page that displays the
rooms that are not in service.
FCMParameters Displays default value and number sequence

information for the Facility Management module.
FCMRooms Used to display, create, and edit information

about rooms.
FCMRoomsListPage Defines the content of the Rooms list page.
FCMWorkOrders Used to display, create, and edit information

about facility work orders.
FCMWorkOrdersListPage Defines the content of the Work Orders list page.
Parts FCMRoomContact On the Rooms list page, displays contact

Info Parts information for the person assigned to the room.
FCMRoomsPreviewPane Defines the preview pane for the Rooms list

page.
FCMWorkOrderPreviewPane Defines the preview pane for the Work Orders

list page.
Parts FCMAvailableCubicles Defines the Available cubicles cue displayed on

Cues the Facility Management role center.
FCMAvailableOffices Defines the Available offices cue displayed on

the Facility Management role center.
FCMClosedWorkOrders Defines the Closed work orders cue displayed

on the Rooms list page.
FCMCurrentWorkOrders Defines the New (< 5 days) cue displayed on

the Work Orders list page.
FCMInProgressWorkOrders Defines the In progress (5 to 15 days) cue

displayed on the Work Orders list page.
FCMOpenWorkOrders Defines the Open work orders cue displayed on

the Rooms list page.
FCMPastDueWorkOrders Defines the Past due (> 15 days) cue

displayed on the Work Orders list page.
FCMRoomsNotInService Defines the Rooms not in service cue

displayed on the Facility Management role
center.
Parts FCMAvailableSpace Displays the FCMAvailableCubicles,

Cue Groups FCMAvailableOffices, and the
FCMRoomsNotInService cues on the Facility
Management role center.
FCMRelatedWorkOrders Displays the FCMClosedWorkOrders and

FCMOpenWorkOrders on the Rooms list page.
FCMWorkOrderAging Displays the FCMCurrentWorkOrders,

FCMInProgressWorkOrders, and the
FCMPastDueWorkOrders cues on the Work
Orders list page.
Data Sets FCMRoomAddEdit Accesses room data for the RoomAddEdit page in
Enterprise Portal.
FCMRoomDetails Accesses room data for the RoomDetails page in

Enterprise Portal.
29

Data Sets (cont.) FCMRoomList Accesses room data for the RoomList page in
Enterprise Portal. This is an example of a
Dynamics AX 2009 list.
FCMRoomWorkOrderList Access work order data for the

RoomWorkOrderList page in Enterprise Portal.
FCMWorkOrderAddEdit Accesses work order data for the

WorkOrderAddEdit page in Enterprise Portal.
FCMWorkOrderDetails Accesses work order data for the

WorkOrderDetails page in Enterprise Portal.
FCMWorkOrderList Accesses work order data for the WorkOrderList

page in Enterprise Portal. This is an example of
an AX 2009 list.
SSRS Reports Rooms The Room list report for Facility Management.
Reports WorkOrders The Work Orders report for Facility Management.
WorkOrderCost The Work Order Cost report that accesses data

from the analysis cube for Facility Management.
SSRS Reports WorkOrderCostOLAPData The data source for the WorkOrderCost report.
Report Datasources
Visual Studio Projects FCMRooms Defines the Rooms report.

Dynamics AX Model FCMWorkOrders Defines the Work Orders report.
Projects
WorkOrderCost Defines the WorkOrderCost report, which
accesses data from the Facility Management
cube.
Visual Studio Projects FCMRooms.BusinessLogic Defines the business logic and drill-throughs for
C Sharp Projects the Rooms report.
FCMWorkOrders.BusinessLogic Defines the business logic and drill-throughs for

the Work Orders report.
Visual Studio Projects FacilityManagement_EP Defines the User Controls for the Enterprise
Web Application Portal pages in the Facility Management sample.
Projects
Visual Studio Projects FCM Defines the analysis cube for the Facility
Analysis Services Management sample.
Projects
Queries FCMAvailableCubicles Accesses data for the FCMAvailableCubicles cue.

This is a composite query based on the
FCMAvailableCubiclesListPage query.
FCMAvailableCubiclesListPage Accesses data for the Available Cubicles list

page.
FCMAvailableOffices Accesses data for the FCMAvailableOffices cue.

This is a composite query based on the
FCMAvailableOfficesListPage query.
FCMAvailableOfficesListPage Accesses data for the Available Offices list page.
FCMClosedWorkOrders Accesses data for the FCMClosedWorkOrders

cue.
FCMCurrentWorkOrders Accesses data for the FCMCurrentWorkOrders

cue.
30

Queries (cont.) FCMInProgressWorkOrders Accesses data for the FCMInProgressWorkOrders
cue.
FCMNotInServiceListPage Accesses data for the Not In Service list page.
FCMOpenWorkOrders Accesses data for the FCMOpenWorkOrders cue.
FCMPastDueWorkOrders Accesses data for the FCMPastDueWorkOrders

cue.
FCMRoomsListPage Accesses data for the Rooms list page.
FCMRoomsNotInService Accesses data for the FCMRoomsNotInService

cue. This is a composite query based on the
FCMNotInServiceListPage query.
FCMRoomsReport Accesses data for the FCMRooms report.
FCMRoomsSearch Makes room data available to Enterprise Search.
FCMWorkOrdersListPage Accesses data for the Work Orders list page.
FCMWorkOrdersReport Accesses data for the FCMWorkOrders report.
FCMWorkOrdersSearch Makes work order data available to Enterprise

Search.
FCMWorkOrderWorkflowDocument Accesses data for the Work Orders workflow.
Jobs InstallFacilityManagement Contains code used to perform installation tasks,

such as set up number sequences for Facility
Management.
Menus FCMFacilityManagement Defines the menu items for the Facility

Management area page.
MainMenu Modification of the existing menu to add the

Facility Management module.
Menu Items FCMAvailableCubicles Defines the content of the FCMAvailableCubicles

Display cue.
FCMAvailableCubiclesEPListPage Used when creating the Available Cubicles list

page for Enterprise Portal.
FCMAvailableCubiclesListPage Opens list page for the Microsoft Dynamics AX

client that displays the cubicles that are
available.
FCMAvailableOffices Defines the content of the FCMAvailableOffices

cue.
FCMAvailableOfficesEPListPage Used when creating the Available Offices list

page for Enterprise Portal.
FCMAvailableOfficesListPage Opens list page for the Microsoft Dynamics AX

client that displays the offices that are available.
FCMClosedWorkOrders Defines the content of the

FCMClosedWorkOrders cue.
FCMCurrentWorkOrders Defines the content of the

FCMCurrentWorkOrders cue.
FCMInProgressWorkOrders Defines the content of the

FCMInProgressWorkOrders cue.
FCMNotInServiceEPListPage Used when creating the Rooms Not In Service

list page for Enterprise Portal.
31

Menu Items FCMNotInServiceListPage Opens list page for the Microsoft Dynamics AX
Display (cont.) client that displays the rooms that are not in
service.
FCMOpenWorkOrders Defines the content of the FCMOpenWorkOrders

cue.
FCMParameters Opens the Facility Management parameters

form. Used on the Facility Management area
page.
FCMPastDueWorkOrders Defines the content of the

FCMPastDueWorkOrders cue.
FCMRelatedWorkOrders Defines the content of the

FCMRelatedWorkOrders cue group.
FCMRoomContact Defines the content for the FCMRoomContact

InfoPart that is used on the FCMRooms form and
the FCMRoomsListPage.
FCMRoomsDocuments Used for document attachments in the

FCMRoomsListPage for Enterprise Portal.
FCMRoomsEditDetails Opens the Rooms form to edit the room

selected. Used in the Action Pane for the
FCMRooms form and the FCMRoomsListPage.
FCMRoomsForm Accesses the Rooms form.
FCMRoomsListPage Opens list page for the Microsoft Dynamics AX

client that displays the rooms in the facility.
FCMRoomsNew Opens the Rooms form to create a new room.

Used in the Action Pane for the FCMRooms form
and the FCMRoomsListPage.
FCMRoomsNotInService Defines the content of the

FCMRoomsNotInService cue.
FCMNotInServiceListPage Opens list page for the Microsoft Dynamics AX

client that displays the rooms that are not in
service.
FCMRoomsPreviewPane Defines the content of the

FCMRoomsPreviewPane InfoPart.
FCMWorkflowConfigurations Opens the list page that displays the workflow

configurations for the Facility Management
sample.
FCMWorkflowProc Opens the workflow processor form used to

simulate AOS processing of workflow items.
FCMWorkOrderAging Defines the content of the FCMWorkOrderAging

cue group.
FCMWorkOrderPreviewPane Defines the content of the

FCMWorkOrderPreviewPane InfoPart.
FCMWorkOrdersDocuments Used for document attachments in the

FCMWorkOrdersListPage for Enterprise Portal.
FCMWorkOrdersEditDetails Opens the Work Orders form to edit the work

order selected. Used in the Action Pane for the
FCMWorkOrders form and the
FCMWorkOrdersListPage.
32

Menu Items FCMWorkOrdersForm Accesses the Work Orders form.
Display (cont.) FCMWorkOrdersListPage Opens list page for the Microsoft Dynamics AX
client that displays the work orders that have
been created for the facility.
FCMWorkOrdersNew Opens the Work Orders form to create a new

work order. Used in the Action Pane for the
FCMWorkOrders form and the
FCMWorkOrdersListPage.
Menu Items FCMRoomsReport Opens the Rooms report. Used on the Facility
Output Management area page.
FCMWorkOrdersReport Opens the Work Orders report. Used on the

Facility Management area page.
WorkOrderCost Opens the Work Order Cost report.
Menu Items FCMWorkOrderApprovalApprove “Approve” action for the approval portion of the
Action Work Order Approval workflow.
FCMWorkOrderApprovalDeny “Deny” action for the approval portion of the

Work Order Approval workflow.
FCMWorkOrderApprovalRequestChange “Request Change” action for the approval portion

of the Work Order Approval workflow.
FCMWorkOrderApprovalResubmit “Resubmit” action for the approval portion of the

FCMWorkOrderApprovalSubmitTo “Submit” action for the Work Order Approval

Workflow workflow.
FCMWorkOrderApprovalTaskComplete “Completed” action for the task portion of the

FCMWorkOrderApprovalTaskSkipped “Not Required” action for the task portion of the

Web EPFacilityManagementRoleCenter Specifies the URL for the Facility Management

Web Menu Items role center page.
URLs FacilityAreaPage Specifies the URL for the Facility home site page.
FCMAvailableCubiclesEPListPage Opens list page for Enterprise Portal that

displays the cubicles that are available.
FCMAvailableOfficesEPListPage Opens list page for Enterprise Portal that

displays the offices that are available.
FCMClosedWorkOrders Opens list page for Enterprise Portal that

displays the closed work orders.
FCMNotInServiceEPListPage Opens list page for Enterprise Portal that

displays the rooms that are not in service.
FCMOpenWorkOrders Opens list page for Enterprise Portal that

displays the open work orders.
FCMRoomsListPage Opens list page for Enterprise Portal that

displays the rooms in the facility.
FCMWorkOrdersListPage Opens the list page for Enterprise Portal that

displays all of the work orders for the facility.
RoomAdd Specifies the URL for the Add Room page.
33

Web RoomAttachments Specifies the URL for the page used for
Web Menu Items attachments.
URLs (cont.) RoomDetails Specifies the URL for the Room Details page.
RoomEdit Specifies the URL for the Edit Room page.
RoomsList Specifies the URL for the RoomsList page, which

demonstrates a grid control.
RoomsReport Specifies the URL of the Rooms Report page.
RoomWorkOrderList Specifies the URL of the RoomWorkOrdersList

page, which displays the work orders for the
current room.
WorkOrderAdd Specifies the URL for the Add Work Order page.
WorkOrderAttachments Specifies the URL for the page used for

attachments.
WorkOrderDetails Specifies the URL for the Work Order Details

page.
WorkOrderEdit Specifies the URL for the Edit Work Order page.
WorkOrdersList Specifies the URL for the WorkOrdersList page,

which demonstrates a grid control.
WorkOrdersReport Specifies the URL of the Work Orders Report

page.
Web EPFCMWorkOrderApprovalApprove “Approve” action for the approval portion of the

Web Menu Items Work Order Approval workflow.
Actions EPFCMWorkOrderApprovalDeny “Deny” action for the approval portion of the
EPFCMWorkOrderApprovalRequest “Request Change” action for the approval portion

Change of the Work Order Approval workflow.
EPFCMWorkOrderApprovalResubmit “Resubmit” action for the approval portion of the

EPFCMWorkOrderApprovalSubmitTo “Submit” action for the Work Order Approval

Workflow workflow.
EPFCMWorkOrderApprovalTask “Completed” action for the task portion of the

Complete Work Order Approval workflow.
EPFCMWorkOrderApprovalTaskSkipped “Not Required” action for the task portion of the

Web RoomAddEdit The RoomAddEdit User Control.

Web Content RoomDetails The RoomDetails User Control.
Managed
RoomList The RoomList User Control.
RoomWorkOrderList The RoomWorkOrderList User Control.
WorkOrderAddEdit The WorkOrderAddEdit User Control.
WorkOrderDetails The WorkOrderDetails User Control.
WorkOrderList The WorkOrderList User Control.
34

Web FacilityQuickLaunch Contains the menu items that appear in the
Web Menus Quick Launch area of the Facility site in
Enterprise Portal.
RoomsActionPane Contains the menu items that appear in the

action pane for the Room Details page.
RoomsContextMenu Contains the menu items that appear when the

context menu is displayed for the grid in the
RoomsList page in Enterprise Portal.
RoomsToolbar Contains the menu items that appear in the

toolbar for the RoomsList page in Enterprise
Portal.
WorkOrdersActionPane Contains the menu items that appear in the

action pane for the Work Order Details page.
WorkOrdersContextMenu Contains the menu items that appear when the

context menu is displayed for the grid in the
WorkOrdersList page in Enterprise Portal.
WorkOrdersToolbar Contains the menu items that appear in the

toolbar for the WorkOrdersList page in Enterprise
Portal.
Web FacilityAreaPage The Facility site home page in Enterprise Portal.

Web Files FCMAvailableCubiclesEPListPage The list page that displays the available cubicles
Page Definitions in Enterprise Portal.
FCMAvailableOfficesEPListPage The list page that displays the available offices in

Enterprise Portal.
FCMClosedWorkOrders The list page that displays the closed work

orders in Enterprise Portal.
FCMNotInServiceEPListPage The list page that displays the rooms not in

service in Enterprise Portal.
FCMOpenWorkOrders The list page that displays the open work orders
in Enterprise Portal.
FCMRoomsListPage The list page that displays all rooms in

Enterprise Portal.
FCMWorkOrdersListPage The list page that displays all work orders in

Enterprise Portal.
RoleCenterFacilityManagement The Facility Management role center page. This

is the home page displayed in the Dynamics AX
client and in Enterprise Portal for users assigned
to the Facility Management customer profile.
RoomAddEdit Allows the user to create or edit a room.
RoomDetails Displays detailed information about a specific

room.
RoomsList Displays a list of rooms in a grid, and allow the

user to perform actions for the selected room.
RoomsReport Displays a report that lists all rooms.
RoomWorkOrderList Displays the list of work orders for the current

room.
WorkOrderAddEdit Allows the user to create or edit a work order.
35

Web WorkOrderDetails Displays detailed information about a specific
Web Files work order.
Page Definitions (cont.) WorkOrdersList Displays a list of work orders in a grid, and
allows the user to perform actions for the
selected work order.
WorkOrdersReport Displays a report that lists all work orders.
Web RoomAddEdit The User Control that appears on the

Web Files RoomAddEdit page.
Web Controls RoomDetails The User Control that appears on the
RoomDetails page.
RoomList The User Control that appears on the RoomsList

page.
RoomWorkOrderList The User Control that appears in the

RoomWorkOrderList page.
WorkOrderAddEdit The User Control that appears on the

WorkOrderAddEdit page.
WorkOrderDetails The User Control that appears on the

WorkOrderDetails page.
WorkOrderList The User Control that appears on the

WorkOrdersList page
Web Modules Home Modification of the Home web module to add the
Facility web module.
Workflow FCMFacilityManagement The workflow category for Facility Management.

Workflow Categories
Workflow FCMWorkOrderApproval Defines the “approval” portion of the Work Order

Approvals Approval workflow.
Workflow FCMWorkOrderVerified Defines the “task” portion of the Work Order

Tasks Approval workflow.
Workflow FCMWorkOrderApproval Defines the Work Order Approval workflow.

Workflow Types
Security FCMEPRoomCreate Allows a room record to be created in Enterprise

Privileges Portal.
FCMEPRoomEdit Allows a room record to be edited in Enterprise

Portal.
FCMEPRoomView Allows a room record to be viewed in Enterprise

Portal.
FCMEPWorkOrderCreate Allows a work order record to be created in

Enterprise Portal.
FCMEPWorkOrderEdit Allows a work order to be edited in Enterprise

Portal.
FCMEPWorkOrderView Allows a work order record to be viewed in

Enterprise Portal.
FCMFacilityManagementRoleCenter Provides access to the Facility Management role

center.
FCMRoomCreate Allows a room record to be created.
36

Security FCMRoomDelete Allows a room record to be deleted.
Privileges (cont.) FCMRoomEdit Allows a room record to be edited.
FCMRoomListView Provides access to the room list view pages.
FCMRoomsReport Provides access to the report that lists the rooms

of a specific type in the facility.
FCMRoomView Allows a room record to be viewed.
FCMWorkOrderApproval Provides access to the work order approval

workflow.
FCMWorkOrderCreate Allows a work order record to be created.
FCMWorkOrderDelete Allows a work order record to be deleted.
FCMWorkOrderEdit Allows a work order record to be edited.
FCMWorkOrderListView Provides access to the work order list view

pages.
FCMWorkOrdersReport Provides access to the report that lists the work

orders for the facility.
FCMWorkOrderView Allows a work order record to be viewed.
Security FCMRoomCreate Contains the privileges to create room records in

Duties the Dynamics AX client and Enterprise Portal.
FCMRoomDelete Contains the privileges to delete room records.
FCMRoomInquire Contains the privileges to view room records in

the Dynamics AX client and Enterprise Portal.
This includes list view access.
FCMRoomMaintain Contains the privileges to edit room records in

the Dynamics AX client and Enterprise Portal.
FCMWorkOrderCreate Contains the privileges to create work order

records in the Dynamics AX client and Enterprise
Portal.
FCMWorkOrderDelete Contains the privileges to delete work order

records.
FCMWorkOrderInquire Contains the privileges to view work order

Portal. This includes list view access.
FCMWorkOrderMaintain Contains the privileges to edit work order

Portal.
Security FacilityMaintainer Performs maintenance tasks for the facility. Can

Roles view and edit rooms and work orders.
FacilityManager Manages the facility. Can create, view, and

perform actions for all rooms and work orders.
FacilityUser A user in the facility. Can view rooms and can

create and view work orders.
Resources Profile_FacilityManagement Defines the Facility Management customer

profile.
QuickLinks_FacilityManagementLinks Defines the links that appear in both the Facility

site home page and the Facility Management role
center page.
37

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DEVELOPER SAMPLE

A developer sample application for Microsoft Dynamics AX 2012

Date: December 2, 2011

Facility Management Overview ................................................................... 4

Installing Facility Management ................................................................... 8

Setting up Facility Management ................................................................ 12

Using Facility Management ....................................................................... 19

FACILITY MANAGEMENT DEVELOPER SAMPLE

Resources in the Facility Management Sample .......................................... 28

FACILITY MANAGEMENT DEVELOPER SAMPLE

 Facility Management Overview

Facility Management Overview

FACILITY MANAGEMENT DEVELOPER SAMPLE

FACILITY MANAGEMENT DEVELOPER SAMPLE

FACILITY MANAGEMENT DEVELOPER SAMPLE

Enterprise Portal Integration

FACILITY MANAGEMENT DEVELOPER SAMPLE

Microsoft Dynamics AX 2012

Microsoft SQL Server Reporting Services

Microsoft SQL Server Analysis Services

Contoso Demo Data

Installing Facility Management

FACILITY MANAGEMENT DEVELOPER SAMPLE

1. Install the application resources.

Installing the Application Resources

2. Open the Development Workspace.

3. Choose Tools > Model management > Create model.

4. Supply the following values for the model:

Model name: FacilityManagement

Choose Set as current model and then click OK.

5. Open the AOT and click the Import button.

FACILITY MANAGEMENT DEVELOPER SAMPLE

8. Click OK to start the import operation.

 Base Enum ModuleAxapta

FACILITY MANAGEMENT DEVELOPER SAMPLE

2. Open the AOT.

3. Expand the Jobs node.

4. Right-click the InstallFacilityManagement node and then click View Code.

5. Click Go. The installation routine will run.

6. Close the Editor window.

Generating Number Sequences for Facility Management

2. Choose Organization administration > Common > Number sequences >

3. Click Generate. The Set up number sequences wizard will open.

6. Click Finish to complete the process.

FACILITY MANAGEMENT DEVELOPER SAMPLE

Setting up Facility Management

Setting up Facility Management parameters

3. Click Rooms and set the Room default values.

FACILITY MANAGEMENT DEVELOPER SAMPLE

1. Start Microsoft Dynamics AX with administrative privileges. Do this by right-clicking

2. Open the Development Workspace.

3. Open the AOT.

4. Expand the SSRS Reports > Reports node.

Setting up Enterprise Portal

1. Start Microsoft Dynamics AX with administrative privileges. Do this by right-clicking

2. Open the Development Workspace.

FACILITY MANAGEMENT DEVELOPER SAMPLE

FACILITY MANAGEMENT DEVELOPER SAMPLE

FacilityMaintainer A user who performs maintenance activities for the facility.

FacilityUser A user who is assigned a room in the facility.

Use the following procedure to assign a user to a Facility Management role.

2. Select a user in the list and click Edit.

3. Click Assign roles.

5. Close the User form.