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Quality Assurance for Dynamics AX-Based ERP Solutions

Book Description

Verifying Dynamics AX customization to the Microsoft IBI Standards

About This Book

  • Learn rapidly how to test Dynamics AX applications
  • Verify Industry Builder Initiative (IBI) compliance of your ERP software
  • Readymade testing templates
  • Code, design, and test a quality Dynamics AX-based ERP solution
  • Customization best practices backed by theory

Who This Book Is For

Microsoft Business Solution partners will benefit greatly from this book. This book targets functional experts and Dynamics AX developers. A basic knowledge of the X++ language and the basics of Axapta architecture are needed to follow the book, but no prior knowledge of testing is required. The following will find this book useful:

  • MBS Partners who are dealing in Dynamics AX: To educate their employees for achieving their quality goals.
  • Project Managers / Quality Managers: To update themselves about the standards related to Design, Development, Testing, etc., which are a part of Microsoft IBI Specifications for Dynamics AX 4.0.
  • Dynamics AX Developers: To update themselves about coding standards that apply to Dynamics AX and to know the principles behind various recommended best practices.
  • Functional Consultants: To update themselves about Solution Design / GUI Specifications.
  • Chief Technology Officers / Technical Solution Designers: To gain awareness about best practices for trustworthy computing and how these can be implemented at organization / project level.
  • Dynamics AX Customers: To know about applicable standards for Dynamics AX customization projects and hence be able to effectively monitor their projects or set expectations from vendors about quality goals.

What You Will Learn

  • Implementing ERP to resolve business challenges
  • Solving quality issues using Dynamics AX
  • Best practices for Dynamics AX customization (technical perspective, GUI)
  • Achieving trustworthiness by improving security, privacy, and reliability
  • Testing strategy for verifying quality characteristics
  • Implementing a safe and secure testing life cycle tuned for Dynamics AX
  • Handling the security defects in your system.
  • Exploring and employing/utilizing Dynamics AX testing tools

In Detail

Dynamics AX is a next-generation ERP system that can be customized in any area to provide a competitive edge by facilitating ERP implementations that follow the time-proven processes being used by businesses. This ERP system not only provides additional flexibilities but also has some other unique features such as its layered customization approach, separation of language elements from code, feature keys, etc. All these features add great value allowing implementation of solutions in a flexible, cost-effective, risk-free, and timely manner but these things may add challenges in quality assurance of these solutions.

This book discusses the methodology to ensure quality standards in Dynamics AX customization projects and IBI-compliant independent software vendor application development. Dynamics AX customization is not equivalent to fresh application development; however, Dynamics is so flexible that it allows customization in almost all areas, which poses greater challenges for correctness, accuracy, and trustworthiness of customized Dynamics AX-based ERP solutions.

This book discusses the quality expectations from Dynamics AX-based ERP solutions, best practices that need to be followed to meet the quality expectations, and the strategies to test a customized Dynamics AX ERP application.

Read the full Table of Contents for Quality Assurance for Dynamics AX-Based ERP Solutions

Style and approach

This book deals with quality awareness as well as quality assurance. It discusses the quality expectations from the ERP solution, talks about the best practices for meeting the quality expectations, and then suggests the strategies to test the customized Dynamics AX ERP application.

Table of Contents

  1. Quality Assurance for Dynamics AX-Based ERP Solutions
    1. Table of Contents
    2. Quality Assurance for Dynamics AX-Based ERP Solutions
    3. Credits
    4. About the Author
    5. About the Reviewer
    6. Preface
      1. What This Book Covers
      2. Who is This Book For?
      3. Conventions
      4. Reader Feedback
      5. Customer Support
        1. Errata
        2. Questions
    7. 1. Introduction to Dynamics AX
      1. Introduction to ERP
        1. Advantages of an ERP System
          1. Operational Control
          2. Management Control
          3. Strategic Planning
        2. Disadvantages of an ERP System
      2. Introduction to Dynamics AX
      3. Dynamics AX as an Ideal ERP System
        1. Total Cost of Ownership (TCO)
        2. Flexibility
        3. Usability
        4. Performance
        5. Coherence of Business Processes
        6. Easy to Integrate
        7. Internationalization
        8. Localization
        9. Scalable
        10. Code Documentation
        11. Comprehensive Functionality
      4. Customization of Dynamics AX
        1. MorphX
          1. IntelliMorph
            1. Feature Keys
            2. X++ Programming Language
          2. Dynamics AX Best Practice Check Tool
          3. Application Component Management
          4. Dynamics AX Layer System
          5. Dynamics AX Customization Files
      5. Summary
    8. 2. Quality in Dynamics AX-Based ERP Solutions
      1. Quality Definition for Dynamics AX
        1. Coding
        2. Testing and Quality Assurance Standards
        3. User Friendliness
        4. Report Standards
        5. Performance Optimization
        6. Trustworthy Computing
        7. Globalization
        8. Localization
        9. Platform Compatibility
        10. Setup/Installation
        11. Back up/Restore
        12. Extensibility and Customization
        13. Upgrade and Maintenance
          1. Documentation of Integration Points
          2. Database Upgrade Script
          3. File Versioning for DLL and ActiveX Controls
          4. Description of All Objects Modified
          5. Removal of Non-functioning Code
      2. Summary
    9. 3. Best Practices—Technical
      1. Application Design Standards
        1. Code Placement
          1. Three-Tier Architecture Considerations
          2. Classes
          3. Methods
          4. GUI Objects and Reports
          5. Temporary Tables
          6. Queries
          7. AOT Element Type Consideration
        2. Performance Optimization
          1. Database Design
            1. Caching
              1. Record Caching
              2. Result-set Caching
            2. Indexing
              1. What to Index
              2. Types of Indexes
            3. Select Statements
            4. Transactions
            5. Use Joins in Forms
          2. AOS Performance Optimization
            1. Achieve Select Discount
        3. Using Field Groups in Tables
        4. Maintaining Auto Property Settings
      2. Shared Standards
        1. X++ Standards
          1. Text Constant Standards
          2. Exception Handling
          3. Branching
          4. Code Layout
          5. Methods
          6. Handling Dates
        2. Label Standards
      3. AOT Object Standards
        1. Data Dictionary
          1. Extended Data Type
          2. Base Enum
          3. Tables
            1. Fields
            2. Field Group
            3. Delete Actions
            4. Table Methods
        2. Classes
        3. Forms
          1. Avoid Coding on Forms
          2. Use of IntelliMorph Maximally
        4. Reports
      4. Summary
    10. 4. Best Practices—GUI
      1. Window and Screen Layout
      2. Navigation Pane Requirements
        1. Favorites
        2. Main Menu
      3. Task Pane Requirements
      4. Forms
      5. Edit Controls
      6. Buttons
      7. Other Controls and Toolbars
      8. Tabs
      9. Tables
      10. Tree Views
      11. Function Window
      12. Icons and Symbols
      13. User Assistance—Help
      14. Messages
      15. User Assistance—Wizards
      16. Enterprise Portal
      17. Documenting Deviations
      18. Summary
    11. 5. Best Practices—Trustworthy Computing
      1. What is Trustworthy Computing?
        1. Security
        2. Privacy
        3. Reliability
      2. Microsoft Security Development Life Cycle
        1. SD3+C Methodology
        2. Security Development Life Cycle
          1. Requirement Stages
          2. Design Phase
          3. Implementation Phase
          4. Stabilization Phase
          5. Release Phase
          6. Support/Servicing Phase
      3. Threat Modeling
        1. How to Conduct Threat Modeling
      4. Summary
    12. 6. Testing
      1. Unit Testing
      2. Compliance Check to Coding Standards
      3. Compliance Check to Design and Architecture Guidelines
      4. Help Navigation (User Assistance) Testing
      5. User Experience and Usability Testing
      6. Verification of Business Intelligence or Reporting Standard
      7. Performance Testing
      8. Security Testing
      9. Authorization Testing
      10. Globalization Testing
      11. Localization Testing
      12. Platform Compatibility Testing
      13. Installation Testing
      14. Back up and Restore Testing
      15. Extensibility Testing
      16. Functional Testing
      17. Regression Testing
      18. SDL Verification
      19. Summary
    13. 7. Test Life Cycle
      1. Test Approach
        1. Entry and Exit Criteria
          1. Entry Criteria for Unit Testing
          2. Exit Criteria for Unit Testing
          3. Entry Criteria for Module Testing
          4. Exit Criteria for Module Testing
          5. Entry Criteria for System Testing
          6. Exit Criteria for System Testing
          7. Entry Criteria for Regression Testing
          8. Exit Criteria for Regression Testing
          9. Entry Criteria for Release Testing
          10. Exit Criteria for Release Testing
      2. Criterion Definition
        1. Test Case Pass or Fail Criteria
        2. Suspension/Resumption Criteria
      3. Roles and Responsibilities
        1. Code Review
      4. Summary
    14. 8. Defect Management System
      1. Defect Classification
        1. Bug Priority
        2. Severity
        3. Classification for Security Bugs
      2. Root Cause Analysis for Security Bugs
      3. Importance Identification Using the DREAD Model
      4. Defect Management Tool
      5. Defect Life Cycle
      6. Summary
    15. 9. Dynamics AX Tools
      1. Best-Practice Check Tool
      2. Compare Tool
        1. Type of Comparison
          1. Same Application Object in Two Different Layers
          2. Two Versions of the Same Object
          3. Two Different Application Objects
      3. Code Profiler
        1. Gathering Data
        2. View/Analyze Data
          1. Call Tree Form
          2. Profile Lines Form
          3. Traverse Form
          4. Totals Forms
          5. Profile Summary Form
      4. Dynamics AX Benchmark Toolkit
      5. Summary
    16. Index