Five things you should know in AX Client

New to Analytics Exchange or upgrading from a previous version? Use this quick start to get familiar with AX Client.

Note

To complete this quick start, you require an installation of AX Client and an instance of AX Server to connect to.

Sign in and connect to AX Server

AX Client connects to AX Server so that you can interact with the content on the server. The first thing you need to do is tell AX Client which AX Server instance to use.

Explore content on AX Server

The Server Explorer displays the Library and Working directory on AX Server. All of your audit content is stored in collections and folders inside one of these locations.

Create collections and folders AX Server

From the menu, you can create collections and folders to house your projects in either the Library or the Working directory.

Import Analytics projects

To get your audit content into Analytics Exchange, you need to import a project created in Analytics. These projects contain the analytic scripts you run on AX Server.

Schedule analytics

After you have imported project items and analytic scripts to AX Server, you can schedule them to run on a recurring basis.

Analytics Exchange 14.1 Client Help