Microsoft Dynamics AX 2012: System Information Dashboard

This article describes how to download a specific dashboard pack. You can download dashboard packs from dashboards.squaredup.com and learn more about how dashboard packs work here: Dashboard Packs

Description

This dashboard displays all needed system information to help in an ERP system monitoring:

• AIF Services health and list
• Number of active Users connected to the application
• Licenses control / expiration
• Number sequences for invoices, PRs and others
• Last batch job failures based on page timeframe
• Users list details like client computer source, Application Object Server (AOS) where the users are connected

The dashboard is set up with AX2012 System Information but it works for other ERP Systems as well.

How do I import and configure this dashboard?

1. Ensure you're using SquaredUp DS v5.4 or above.

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2. Create a PowerShell profile in SquaredUp DS with the following settings:

   Name	AX Note: The name is case-sensitive and must be entered exactly as given here for the tiles to recognize the profile automatically. If you name it differently, you will need to select the profile manually for each tile on the dashboard.
   Description (optional)	Queries the ERP system database
   Script	Copy and paste the contents of the PowerShell script below. Note: You need to change the values for the parameters to make them work in your environment.

   PowerShell profile script

   Copy

   $dbAlias='db'
   $AppCode='ax12'
   $env='prod'
   $dc='europe'
   $Domain='domain.com'
   $DBPortNumber='999'

   How to create a PowerShell profile

   1. From the top right hand menu ☰ click system.
   2. Go to the PowerShell tab.
   3. Click add new profile.
   4. Enter a name and a description for the new profile.
   5. Enter the profile script.
   6. Click add profile.
      The profile is now saved and can be used in a PowerShell tile.

   For more help creating a PowerShell profile see How to use the PowerShell tile

3. Download and import this dashboard pack.

   How to import a dashboard pack

   1. Download the dashboard pack zip file for the dashboard pack you wish to import.

      There may be additional steps before or after the import to get the dashboard working in your environment.

      
      
   2. In DS for Azure go to the top right hand menu ☰ > Import Dashboard Packs and drag the zip file into the Manual Import box.
      

      

   3. The dashboard pack is imported and if the pack contains top-level dashboards, these will automatically appear in the navigation bar, usually in a folder called 'Community Dashboards' for dashboard packs from the SquaredUp Community.
   4. Carry out any additional steps required to make the dashboard work in your environment. These steps will be described on the download page for each dashboard. For example, you may need to create the correctly named Web API provider, create a PowerShell profile, or edit tile scopes.
   5. Edit the imported dashboard as required.

4. Edit the PowerShell tiles if necessary.
   Based on your environment and the fields retrieved by your SQL queries you might need to adapt the script in the PowerShell tiles.
   1. Edit the tiles by clicking the Edit button.
   2. Open the script panel.
   3. Edit the script according to your environment.

5. Publish the dashboard.

   How to publish a dashboard

   A newly created dashboard will not be visible to others until it is published.

   If you made changes to an existing dashboard, the changes will only be visible to others after you published the dashboard again.

   You can identify a dashboard that has not been published yet or has unpublished changes by the unpublished button at the top:

   

   When you click on the unpublished button, you'll have two options:

   • Publish will make the dashboard or changes visible to others.
     Note: A newly created dashboard will appear on the menu where you created it. To move the dashboard to a different place on the navigation bar see How to edit the Navigation Bar.
   • Discard will delete your draft dashboard if it has never been published or, if you made changes to an already published dashboard, discard the changes.

   Publishing dashboards to different audiences

   Find out how to publish dashboards to a subset of users using Team Folders or visible to anyone even unlicensed users with Open Access (Sharing Dashboards with anyone - Open Access).