AX DB Restore Scripts – Full Script

Just over a month ago I embarked on a series of posts on SQL scripts that I use when restoring Dynamics AX databases from one environment to another. We have covered topics including server setups, general configurations as well as data cleans to get your new environment up and smoothly running as quickly as possible. We are now at the end of the series and I trust it has been helpful to you in structuring your scripts.

I’d just like to remind you that these posts and scripts are not meant to be used as is but rather to serve as a guide to adapt for your specific scenario and to prompt your own thinking as to what you will need.

That said you can download my templated script here or view it below (download)

Declare @AOS varchar(30) = '[AOSID]' --must be in the format '01@SEVERNAME'
---Reporting Services---
Declare @REPORTINSTANCE varchar(50) = 'AX'
Declare @REPORTMANAGERURL varchar(100) = 'http://[DESTINATIONSERVERNAME]/Reports_AX'
Declare @REPORTSERVERURL varchar(100) = 'http://[DESTINATIONSERVERNAME]/ReportServer_AX'
Declare @REPORTCONFIGURATIONID varchar(100) = '[UNIQUECONFIGID]'
Declare @REPORTSERVERID varchar(15) = '[DESTINATIONSERVERNAME]'
Declare @REPORTFOLDER varchar(20) = 'DynamicsAX'
Declare @REPORTDESCRIPTION varchar(30) = 'Dev SSRS';

---SSAS Services---
Declare @SSASSERVERNAME varchar(20) = '[YOURSERVERNAME]\AX'
Declare @SSASDESCRIPTION varchar(30) = 'Dev SSAS'; -- Description of the server configuration

---BC Proxy Details ---
Declare @BCPSID varchar(50) = '[BCPROXY_SID]'
Declare @BCPDOMAIN varchar(50) = '[yourdomain]'
Declare @BCPALIAS varchar(50) = '[bcproxyalias]'
---Service Accounts ---
Declare @WFEXECUTIONACCOUNT varchar(20) = 'wfexc'
Declare @PROJSYNCACCOUNT varchar(20) = 'syncex'
---Help Server URL---
Declare @helpserver varchar(200) = 'http://[YOURSERVER]/DynamicsAX6HelpServer/HelpService.svc'

---Outgoing Email Settings---
Declare @SMTP_SERVER varchar(100) = 'smtp.mydomain.com' --Your SMTP Server
Declare @SMTP_PORT int = 25
---DMF Folder Settings ---
Declare @DMFFolder varchar(100) = '\\[YOUR FILE SERVER]\AX import\ '

---Email Template Settings---
Declare @EMAIL_TEMPLATE_NAME varchar(50) = 'Dynamics AX Workflow QA - TESTING'
Declare @EMAIL_TEMPLATE_ADDRESS varchar(50) = 'workflowqa@mydomain.com'
---Email Address Clearing Settings---
DECLARE @ExclUserTable TABLE (id varchar(10))
insert into @ExclUserTable values ('userid1'), ('userid2')

--List of users separated by | to keep enabled, while disabling all others 
Declare @ENABLE_USERS NVarchar(max) = '|Admin|TIM|'
--List of users separated by | to disable, while keeping all the rest enabled all others  
--Declare @DISABLE_USERS NVarchar(max) = '|BOB|JANE|'

--*****BEGIN UPDATES*******---

---Update AOS Config---
delete from SYSSERVERCONFIG where RecId not in (select min(recId) from SYSSERVERCONFIG)
update SYSSERVERCONFIG set serverid=@AOS, ENABLEBATCH=1 
	where serverid != @AOS -- Optional if you want to see the "affected row count" after execution.

---Update Batch Servers---
delete from BATCHSERVERGROUP where RecId not in (select min(recId) from BATCHSERVERGROUP group by GROUPID)
update BATCHSERVERGROUP set SERVERID=@AOS 
	where serverid != @AOS -- Optional to see "affected row count"
update batchjob set batchjob.status=4 where batchjob.CAPTION = '[BATCHJOBNAME]'
update batch set batch.STATUS=4 from batch inner join BATCHJOB on BATCHJOBID=BATCHJOB.RECID AND batchjob.CAPTION = '[BATCHJOBNAME]'

---Update Reporting Services---
delete from SRSSERVERS where RecId not in (select min(recId) from SRSSERVERS)
update SRSSERVERS set 
    SERVERID=@REPORTSERVERID, 
    SERVERURL=@REPORTSERVERURL, 
    AXAPTAREPORTFOLDER=@REPORTFOLDER,
    REPORTMANAGERURL=@REPORTMANAGERURL, 
    SERVERINSTANCE=@REPORTINSTANCE, 
    AOSID=@AOS,
    CONFIGURATIONID=@REPORTCONFIGURATIONID, 
    DESCRIPTION=@REPORTDESCRIPTION
where SERVERID != @REPORTSERVERID -- Optional if you want to see the "affected row count" after execution.

---Update SSAS Services---
delete from BIAnalysisServer where RecId not in (select min(recId) from BIAnalysisServer)
update BIAnalysisServer set 
    SERVERNAME=@SSASSERVERNAME, 
    DESCRIPTION=@SSASDESCRIPTION,
	ISDEFAULT = 1
WHERE SERVERNAME <> @SSASSERVERNAME -- Optional where clause if you want to see the "affected rows

---Set BCPRoxy Account---
update SYSBCPROXYUSERACCOUNT set SID=@BCPSID, NETWORKDOMAIN=@BCPDOMAIN, NETWORKALIAS= @BCPALIAS
where NETWORKALIAS != @BCPALIAS --optional to display affected rows.
---Set WF Execution Account---
update SYSWORKFLOWPARAMETERS set EXECUTIONUSERID=@WFEXECUTIONACCOUNT where EXECUTIONUSERID != @WFEXECUTIONACCOUNT
---Set Proj Sync Account---
update SYNCPARAMETERS set SYNCSERVICEUSER=@PROJSYNCACCOUNT where SyncServiceUser!= @PROJSYNCACCOUNT
---Set help server URL---
update SYSGLOBALCONFIGURATION set value=@helpserver where name='HelpServerLocation' and value != @helpserver

---Update Email Parameters---
Update SysEmailParameters set SMTPRELAYSERVERNAME = @SMTP_SERVER, @SMTP_PORT=@SMTP_PORT
---Update DMF Settings---
update DMFParameters set SHAREDFOLDERPATH = @DMFFolder 
where SHAREDFOLDERPATH != @DMFFolder --Optional to see affected rows

---Set BCPRoxy Account---
update SYSBCPROXYUSERACCOUNT set SID=@BCPSID, NETWORKDOMAIN=@BCPDOMAIN, NETWORKALIAS= @BCPALIAS
where NETWORKALIAS != @BCPALIAS --optional to display affected rows.
---Set WF Execution Account---
update SYSWORKFLOWPARAMETERS set EXECUTIONUSERID=@WFEXECUTIONACCOUNT where EXECUTIONUSERID != @WFEXECUTIONACCOUNT
---Set Proj Sync Account---
update SYNCPARAMETERS set SYNCSERVICEUSER=@PROJSYNCACCOUNT where SyncServiceUser!= @PROJSYNCACCOUNT
---Set help server URL---
update SYSGLOBALCONFIGURATION set value=@helpserver where name='HelpServerLocation' and value != @helpserver

---Update Email Templates---
update SYSEMAILTABLE set SENDERADDR = @EMAIL_TEMPLATE_ADDRESS, SENDERNAME = @EMAIL_TEMPLATE_NAME where SENDERADDR!=@EMAIL_TEMPLATE_ADDRESS OR  SENDERNAME!=@EMAIL_TEMPLATE_NAME;
update SYSEMAILSYSTEMTABLE set SENDERADDR = @EMAIL_TEMPLATE_ADDRESS, SENDERNAME = @EMAIL_TEMPLATE_NAME where SENDERADDR!=@EMAIL_TEMPLATE_ADDRESS OR  SENDERNAME!=@EMAIL_TEMPLATE_NAME;
---Update User Email Addresses---
update sysuserinfo set sysuserinfo.EMAIL = '' where sysuserInfo.ID not in (select id from @ExclUserTable)

---Disable all users except for a specific set---
update userinfo set userinfo.enable=0 where  CharIndex('|'+ cast(ID as varchar) + '|' , @ENABLE_USERS) = 0
---Disable specific users---
---update userinfo set userinfo.enable=0 where  CharIndex('|'+ cast(ID as varchar) + '|' , @DISABLE_USERS) > 0

--Clean up server sessions
delete from SYSSERVERSESSIONS
--Clean up client sessions.
delete from SYSCLIENTSESSIONS

View Previous – AX DB Restore Scripts #8 – Disable users

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AX DB Restore Scripts #8 – Disable users

A few weeks ago I embarked on a series of posts on SQL scripts I use when restoring Dynamics AX databases from one environment to another. We have covered a variety of topics including various configuration and setting changes to Dynamics AX. This post will be the last in the set of “data cleanup scripts” designed to help scrub your data for use in a development or testing environment.

Disabling users.

Quite often companies or partners will require access to development environments to be restricted to a very select group of users that are aware of what to test and are also careful enough to work methodically in the correct environments (i.e. not trying to to real work in the wrong environment or test work in production). To ensure all of the above one could follow a few paths.

  1. Only provide a shortcut/configuration to users who require it.
  2. Color code your environments so that they immediately recognizable.
  3. Add a startup message to your AX environment to warn users what environment they are logged into.

All of these solutions do not physically stop users from accessing the alternate environment.  So if you need an additional security mechanism, simply disable the users either manually in AX after doing a restore or disable then along with the SQL scripts we have been building up over the past few weeks.

To disable users in AX navigate to “System Administration -> Common -> Users -> Users. Double click on the user in question, click “edit”, uncheck the “enabled” button.DisableUser

The accomplish the same in a SQL script you can do the following. I have parameterised the SQL for easier reuse or adjustment.

--List of users separated by | to keep enabled, while disabling all others 
Declare @ENABLE_USERS NVarchar(max) = '|Admin|TIM|'

update userinfo set userinfo.enable=0 where  CharIndex('|'+ cast(ID as varchar) + '|' , @ENABLE_USERS) = 0


--List of users separated by | to disable, while keeping all the rest enabled all others  
Declare @DISABLE_USERS NVarchar(max) = '|BOB|JANE|'

update userinfo set userinfo.enable=0 where  CharIndex('|'+ cast(ID as varchar) + '|' , @DISABLE_USERS) > 0

Note 1: Parameterising a list can be tricky in TSQL, so the above trick is what i found easiest.
Note 2: You will need to decide whether the list of users provided is inclusive (i.e. provide the list of all the users you WANT to disable) or exclusive (i.e. disable all users except for a small subset). I have provided both options, but would recommend the exclusive approach as it is more likely to give you safely give you what you expect.

I hope this assists you and will be useful in your management of your AX environments. Keep an eye out for new posts in this series!

View Previous – AX DB Restore Scripts #7 – Setting Email Templates and User Email Addresses

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