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Checklist: Deploy an internal Enterprise Portal site that has Role Centers

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic provides checklists that can help you deploy Enterprise Portal for Microsoft Dynamics AX and Role Centers for an employee portal that is for internal use only. An employee portal for internal use only provides access to the following modules sites in Enterprise Portal. If your business or organization deploys Role Centers, users can also access their Role Center page on the Home site.

  • Home site/Role Center

  • Sales

  • Procurement

  • Employee services

  • Project

  • Compliance

  • Service Management

User access to modules sites is determined by Microsoft Dynamics AX security roles. For a description of the features and reports that are available on each of these modules sites, see Overview of Enterprise Portal for Microsoft Dynamics AX. If you want to deploy an employee self-service portal that gives employees access to expense management, time and attendance, and other personal information, see Checklist: Deploy an employee self-service portal.

The following table describes the tasks that you must complete to deploy Enterprise Portal and Role Centers. After you complete the tasks in this checklist, internal users can access the employee portal in the network.

Task

More information

Install Enterprise Portal

Install Enterprise Portal on a single server

-or-

Install Enterprise Portal in a Web farm

Install Enterprise Portal Help content

Install Enterprise Portal Help content

Configure security and enable users to access the Enterprise Portal site.

Checklist: Configure Enterprise Portal security

Configure parameters for Enterprise Portal.

Specify Enterprise Portal parameters

Configure Enterprise Portal for Role Centers.

Checklist: Configure Role Centers

See also

Create an Enterprise Portal site

Install multiple Enterprise Portals on the same server

Checklist: Deploy an employee self-service portal

Checklist: Deploy an unsolicited vendor portal

Checklist: Deploy a vendor registration portal