Installation Manual Navision Integration - e
Contents
1. Install 4 Microsoft Silverlight e After installation re open the default e Con environment via lt Edit Environment gt e Open Data settings MS Dynamics connection data navision connectionstring and copy the content of Value Use ctrl c Option screen Windows Internet Explorer os Es Gwe e http localhost econadmin4 default aspxenvironment default 4 x Live Search Pe We te Option screen fh B ab Hp Page v G Tools v Environment t lax a default 4 Data Settings General connection driver Xml Label Local connection Description Metadata Configurator connection Metadata Studio connection javision server localhost requestqueue VM NAV BIS privates 4 MS Dynamics navisionrequest4 responsequeue private navision uniqueid response4 MS Dynamics connection driver Navision server localhost requestqueue VM NAV BIS private r XML number series URL C Program Files To Increase e Con 4 2 Data default numberseries xml e Copy it to Data settings General connection data connectionstring Use ctrl v To Increase B V 14 TOINCREASE e e Set the Studio settings Platform value from wpf to iis Path studio platform Name platform Label Platform Description Type String Value iis D wpf e Save the changes2. actionType then compile forward the EConModelVersionCmaBase class 9 3 Table synchronization issues If you face any unrecoverable synchronization problems then the following action might help The sql statement can be executed in an Axapta job delete_From SQLDictionary where SQLDictionary tabId SQLDictionary TableId To Increase B V 29
3. Read chapter 5 for more information about settings up queues e Open the e Con settings by clicking the Edit environment button in the e Con Setup e Change the following settings according to the new queue names o In Data settings the General connection o In Data settings MS Dynamics the MS Dynamics connection To Increase B V 25 Examples TOINCREASE General connection old driver Navision server localhost requestqueue VPC ECON4 AX4 private navisionrequest4 responsequeue private navision uniqueid respo nse4 General connection new driver Navision server localhost requestqueue VPC ECON4 AX4 private navisionrequest4test responsequeue private navision uniqueid r esponse4test Save the settings 8 3 New web folder Windows Server 2003 To avoid that building of a model in one environment will interrupt the other environment a separate NetASP application domain must be created as well This can be done by duplicating the e Con web folder and share e Copy the e Con web folder and give it a new name e g eConTest The e Con web folder is by default C Program Files e Con 4 2 Web e Create a web share for this folder and give it a new name e g eCon4Test Make sure that the security and permissions are according the original web folder Windows Server 2008 To avoid that building of a model in one environment will interrupt the other environment
4. application folder 4 1 2 Copy the client DLL s to the Axapta Client bin folder e Using Windows Explorer go to the AX installation folder the folder where this document is located and select the Setup Application client folder e Press Ctr A to select the contents of the Application client folder and then press Ctr C to copy these files e Select the desired Axapta Client bin folder Application Axapta Client Bin for example and press Ctr Vto paste the DLL into the application folder The eConIcons DLL is used for the Dynamics AX modeler tree form and has to be available on every e Con modeler client The TI common DLL and SharpZipLib DLL are used zip unzip the repository data Models Configurations etc and have to be available on every AX client that uses e Con The Solution Center s DysLibDax DLL nas to be copied to the AX Client and Server bin folders 4 2 Setup the Dynamics AX environment for e Con The e Con backend has to be installed on a Dynamics AX with individual Dynamics AX AOT export files xpo files 4 2 1 Import the Connectivity xpo files The objects in the Dynamics AX AOT xpo export files can be imported into any layer However it is strongly recommended to use separate layers for e Con and customer modifications e On the main toolbar in Dynamics AX click amp to open the Application Object Tree AOT e Inthe AOT window toolbar click to open the Jmport form Select the Delete table and
5. the navisionresponse queue on the system where the e Con server is running This way you will gain a better performance and it will be possible to use a send queue over HTTP e g through a firewall To Increase B V 18 TOINCREASE e Chapter 6 Deployment Model 6 1 General This deployment diagram shows a typical three tier Dynamics AX installation that is suitable for the e Con integration e Con Server Axapta thin client Batch Server e Con Application Server Axapta client DB Axapta Object SQL Server Server AOS This is the Dynamics AX Object Server machine that normally runs all server side processing For e Con the AOS takes care of the actual processing of the e Con configurations in Dynamics AX DB This is the database server running SQL Server or Oracle It communicates with the AOS and with the batch server if present Batch Server This optional machine can run Dynamics AX in client mode and does nothing but run a job All the required processing will be executed on this machine and not the AOS server This can help to ease some load off the AOS For e Con the batch server is used to run a Platform Startup command that takes care of the query request for data that are retrieved from the e Con server The communication is via MSMQ Client The users run Dynamics AX on their local machines in thin client mode Dynamics AX executes functionality either on th
6. a separate NetASP application domain must be created as well This can be done by duplicating the e Con web folder and share e Copy the e Con web folder and give it a new name e g eConTest The e Con web folder is by default C Program Files e Con 4 2 Web e Add a default website via Add application on Default Web Site for this folder and give it a new name e g eCon4Test Make sure that the security and permissions are according the original web folder To Increase B V 26 TOINCREASE c Fl File Action View Help e af iy Server Manager VM NAV BIS POA cnr u pls r ea uurte tas 4 Roles gt z gt Will Active Directory Domain Ow P gt VM NAV BIS Sites Default Web Site gt DNS Server Connections ti r D File Services gt Qy Terminal Services 4zi a WS Web Server IS p Start Page Wy Internet Information 4 S wy Goto Start Page J administrator po 4 a Features Application Poo gt E Message Queuing 4 Sites gt af Group Policy Manageme 4 Default Web Site gt Zz Diagnostics D aspnet_client 9 omr 4 ai Configuration gt econ4 D Task Scheduler gt P econadmin4 i gt Windows Firewall with A gt MSMQ i TE Services b P eCon4Test Macl a WMI Control gt 83 Storage IS Aut Note It is also best practice to add a new Application pool for the new default web site Next steps e Open the e Con settings by clic
7. and 2 2 2 Initialize 1 Optional installation of Dynamics AX client and e Con modeler for testing purposes 2 Import can be done from every Dynamics AX client if available 3 Installed together with e Con Server 4 Only for Axapta 3 To Increase B V TOINCREASE 2 3 Dynamics AX Object Server amp e Con Server on different computers The e Con data Dynamics AX Batch Server and MSMQ Server on the e Con Server Dynamics AX e Con Server amp e Client PC Client PC Object Server Con data amp MSMQ modeler configure Server e Con Server installation X e Con XML license stored in e X Con server Web folder e Con Studio installation Optional 1 3 X Dynamics AX Object Server X Dynamics AX Client Optional 1 Preferred X X Dynamics AX Batch Client X IIS available X e Con data folder X MSMQ component installed X and setup NET runtime 3 5 SP1 available X X IE 6 0 or higher available X X X XML6 0 4 X X X X Import e Con objects and 2 2 2 2 Initialize 1 Optional installation of Dynamics AX client and e Con modeler for testing purposes 2 Import can be done from every Dynamics AX client if available 3 Installed together with e Con Server 4 Only for Axapta 3 To Increase B V TOINCREASE 2 4 Dynamics AX Server amp e Con Server on different computers using Citrix The e Con
8. and close the creen 4 4 5 Import and generate the e Con metadata groups e Open the e Con Menu and go to Setup Metadata groups e Click the Import metadata groups button 4 e Browse and select the file eConMetadataGroups This file can be found on the e Con product CD in the Integration Install Setup Application files folder e As aresult the metadata groups will appear see form Metadata groups in the e Con menu To Increase B V 15 TOINCREASE C Chapter 5 Setup Message Queue Properties 5 1 1 Permissions Windows 2003 or XP During the e Con installation two Message Queues are created to be used by the Axapta Application Server The permissions for these two Message Queues must be set The created queues are Request queue This is the queue which is used to send data retrieval requests to the application backend The path is lt machine gt private navisionrequest4 Response queue This is the queue which is used to receive data retrieval responses from the application backend The path is lt machine gt private navisionresponse4 1 Go to Computer Management Computer Management m Fie Action View Window Help 2 j Computer Management Local Name Wa System Tools Ba System Tools fg Event Viewer Sa storage z Shared Folders EBA Services and Applications H Local Users and Groups Performance Logs and Alerts A Device Manager Sy Storage
9. Local Area Connection No Local Area Connection 2 IPv Remote Desktop Enz Product ID 550 To Increase B V 17 TOINCREASE 2 Select Features Message Queuing Private Queues and go to the properties of navisionrequest4 i Server Manager File Action View Help e 0X E a el uA Zh Server Manager VM NAV BIS gt Roles 4 aii Features 4 E Message Queuing E Outgoing Queues 4 gt Private Queues General Multicast b navisionrequest4 b amp F navisionresponsed Group or user names A erat x Group Policy Management amp SYSTEM m Diagnostics amp VM NAV BIS NAVDEMO VM NAV BISS ait Configuration R ANONYMOUS LOGON Storage Permissions for Everyone Full Control Delete Receive Message Peek Message Receive Joumal Message For special permissions or advanced settings click Advanced Leam about access control and permissions 3 Give in the tab Security to everyone Full Control and Apply 4 Do the same for navisionresponse4 5 1 3 Best Practice If the e Con Server and the Dynamics AX Batch Client are running on different systems then the read queue should always be on the local system while the send queue should be on the remote system that is the navisionrequest queue on the system where the Dynamics AX Batch Client is running
10. Name Ss Alerter Log on as Sa Application Layer Gateway Service Sa Application Management ASP NET State Service Axapta Service eConAppl Server Properties Loca General Log On Recovery Dependencies Local System account Sp Automatic Updates This account domain econuser Sa Axapta Object Server Sa Axapta Service eCon pplServer Password Seccccccccccccs Ha Background Intelligent Transfer Service Sa C199 A400 Server Confirm password eeccccccccccces Sy C199 AT301 Navision Server Sa C199 AT400 Database Server Sa C199 NAS370 Cisco Systems Inc YPN Service Sa ClipBook Sa comM Event System Sa COM System Application Sa Computer Browser lt You can enable or disable this service for the hardware prof Hardware Profile Profile 1 E Extended Standard After the Windows Service has been started the user should be present as an extra online user in the Online Users of the Dynamics AX Administration menu The e Con Dynamics AX Application Server in the e Con menu Periodic should start automatically Be aware that the Windows Service acts independently from the process running within that service Stopping the e Con Dynamics AX Application Server will stop the Dynamics AX process but not the Windows Service itself Restart the Windows Service to start the e Con Dynamics AX Application Server again 7 3 Trouble Shooting The install batch process checks
11. Removable Storage Disk Defragmenter Disk Management Ne Services and Applications To Increase B V 16 TOINCREASE 2 Select Services and Applications Message Queuing Private Queues and go to the properties of navisionrequest4 navisionre quest Properties B General Multicast Security Group or user names fi ANONYMOUS LOGON Arjan Kremer akremer foqus com Everyone Pre windows 2000 Compatible Access CO85 Pre Windows 2000 Permissions for Everyone Allow Deny Full Control Delete Receive Message Peek Message Receive Journal Message Get Properties For special permissions or for advanced settings click Advanced 3 Give in the tab Security to everyone Full Control and Apply KSI KSI BKSBKSIKS Re 4 Do the same for navisionresponse4 5 1 2 Permissions Windows 2008 or Windows7 During the e Con installation two Message Queues are created to be used by the NAS The permissions for these two Message Queues must be set 1 Go to Computer Manage Zh Server Manager File Action View Help e 0 H a Server Manager VM NAV BIS E Roles a Get an overview of the status of this 4 a Features E2 Message Queuing x Group Policy Manageme a Diagnostics ai Configuration Server Summary E3 Storage Computer Information Full Computer Name VN Domain NA
12. See the migration documentation for detailed information 3 3 Typical installation order of components 1 Install a Dynamics AX Client Import of Solution Center projects in the Dynamics AX environment Import of Econ4 2 project in the Dynamics AX environment a we Link the Solution Center and e Con menu to your Main Menu 3 4 Message Queue On the e Con Server computer the Message Queuing Component should be installed before e Con Server is installed The e Con installation will create two default Messages Queues in the Private Queues navisionresponse4 and navisionrequest4 On computers e g Dynamics AX Batch Server or separate MSMQ Server where the e Con Server installation is not performed but the Message Queues are needed they should be created manually See Message Queue Properties Setup chapter for more information To Increase B V 10 TOINCREASE e Chapter 4 Installation of Dynamics AX Integration 4 1 Copy the Application Files 4 1 1 Copy labels and help files to the Axapta application folder e Using Windows Explorer go to the AX installation folder the folder where this document is located and select the Setup files folder e Press Cfr A to select the contents of the Application files folder and then press Ctr C to copy these files e Select the desired Axapta application folder Application appl standard for example and press Ctr V to paste the label files and help files into the
13. TOINCREASE e MS Dynamics AX Integration User Manual Project e Con 4 2 Author Frans Zoeter Company To Increase B V Date June 25 2010 TOINCREASE Document Information Document number Version 1 Status Final Title Installation Manual MS Dynamics AX Integration Subject User Manual Author Frans Zoeter Department Development Manager Marijn van Poelje Project e Con 4 2 Last saved 12 06 2007 16 52 Revision history 1 01 06 2010 Final Final version Copyright 2007 To Increase B V All rights reserved The information in this document is subject to change without notice No part of this document may be reproduced stored or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of To Increase B V To Increase B V assumes no liability for any damages incurred directly or indirectly from any errors omissions or discrepancies between the software and the information contained in this document To Increase B V 1 TOINCREASE C Table of Contents Chapter ANRPOCUCHO Na isictisisdnndscsdocncndedensneaateuminsecemntedederaneusteuniaistouiousisraismmounemenean 4 1 1 General Informati ri iccahccanenetancnenaitnacnuaieutennotaiadwedtaanaieniabaancniucicueaaibenttuammneas 4 Chapter 2 Installation SCANANOS sicccssiiisssncadaiscntuntsnmuncndusdstenasnausssiadehd
14. User Overview General Groups General E Options User fzr BatchUser Company DAT Q Network account name econuser General Status bar Fonts Development SAL Confirmation User Password status OK Last login 13 3 2006 User ID far Name eCon Batch User Network account name econuser E mail ES Password eeeeeescescese Start menu AppSolutionCenter Nj Start company accounts dmo amp Auto complete 5 Run Install Client as Service in the Platform Event monitoring menu option in the Solution Centre menu and select the just saved axc file select the Client bin folder The Windows user running this process should have permission to write in the Windows registry Press Ok and confirm the question Create Windows Service If everything is processed then the following messages should pop up The olkiiely messages are just for your information and do A not require you to take any action Newt L Created li ServiceName Axapta Service eCon pplServer Configuration eCon4pplServer li Startup Cmd eConServer To Increase B V 22 TOINCREASE gt 6 Goto the Windows Services and add the Windows User to the Log On properties of the created Dynamics AX Batch Service Sele File Action View Help e gt m 2 gt Services Local
15. class members option and when importing into an empty layer then select the Import with ID values option as well To Increase B V 11 TOINCREASE e First install Solution Center by importing the following XPO files in this order Solution_Center_ xpo Solution_Center_Integration_ xpo The Solution Center integration points to standard AX2009 by using the Show details option in the Import form Use the compare feature to merge the changes into the AX application The Solution Center Integration xpo and the Solution Center Integration Product xpo contain all specific elements of the product The Solution Center Integration xpo furthermore contains all complete AX standard elements with the modifications the Solution Center Integration Standard xpo only contains the modifications in the AX standard elements Solution_Center_Integration_ xpo Contains all code of all elements Solution_Center_Integration_ _Product xpo Contains all code of the product elements Solution_Center_Integration_ _Standard xpo Contains only the changes in the standard Then import the ECon_Studio_ECon_4_2 xpo project from the Setup subfolder of the AX installation folder Note Class EConUtil uses the external TI Common DLL and might not be compiled properly after the import please check and recompile if necessary e After the import it is necessary to restart Dynamics AX due to modifications to the Infolog class that can only take effect when a new Dyna
16. cribed in a separate installation manual for e Con 4 2 1 1 General Information Read the system requirements before starting installation The e Con 4 2 version must be properly installed before the Microsoft Dynamics AX2009 installation is started When installing on Microsoft Windows Terminal Server the server must be in the Install mode Change the mode manually at the command prompt change user install or run the setup from the control panel Add Remove Programs To Increase B V 4 TOINCREASE Chapter 2 Installation Scenarios This chapter describes the most common installation scenarios 2 1 Schematic view of complex scenario Axapta client IE 6 0 or higher Modeler Clients e Con modeler NET runtime Axapta server Axapta AOS Axapta client e Con modeler optional Terminal server Citrix e Con modeler Axapta client NET runtime IE 6 0 or higher e Con server IIS e Con server e Con XML license MSMQ client Axapta client preferred NET runtime IE 6 0 or higher Annlieatinn Server Batch client MSMQ client e Con data folders MSMQ server MSMQ server ae Ss To Increase B V TOINCREASE Axapta e Con Axapta MSMQ e Con Terminal Client Client PC Object Server Batch Server data Server PC configure Server clie
17. data Dynamics AX Batch Server and MSMQ Server on the e Con Server Dynamics AX e Con Server amp e Terminal Object Server Con data amp MSMQ Server Citrix Server e Con Server installation X e Con XML license stored in e Con X server Web folder e Con Studio installation Optional 1 3 X Dynamics AX Object Server X Dynamics AX Client Optional 1 Preferred X Dynamics AX Batch Client available X IIS available X e Con data folder X MSMQ component installed and X setup NET runtime 3 5 SP1 available X X IE 6 0 or higher available X X XML6 0 4 X X X Import e Con objects and Initialize 2 2 2 1 Optional installation of Dynamics AX client and e Con modeler for testing purposes 2 Import can be done from every Dynamics AX client if available 3 Installed together with e Con Server 4 Only for Axapta 3 To Increase B V 9 TOINCREASE C Chapter 3 General Installation Information 3 1 MS Dynamics AX2009 components See MS Dynamics AX installation CD for detailed information about installation of Dynamics AX Object Server and Dynamics AX Client installation The e Con installation both Server and Modeler will not check on the availability of Dynamics AX components e Con will install components for all available e Con integrations 3 2 Migration for existing e Con installations When an earlier e Con version is already in use a migration is needed
18. e client or on the AOS server as indicated by server mode settings To Increase B V 19 TOINCREASE C 6 2 Security issues An e Con user must have access to the e Con Server to retrieve the e Con settings and e Con models or configurations The information is retrieved using web requests The configurations that are processed within the Dynamics AOS service are also retrieved with web requests hence the user running the AOS must also have access to the e Con server just like any other e Con user For additional security information please refer to the e Con 4 1 Security doc that can be found on the installation CD To Increase B V 20 TOINCREASE Chapter 7 Application Server Batch Service 7 1 Introduction This section in general describes how to run an Dynamics AX batch client as a Windows service Although Dynamics AX itself does not provide any tools to do so it can be easily achieved with some features from the Windows Resource Kit The Resource Kits consist of a number of printed books tools and references for your Windows OS and can be obtained from CD or downloaded from the Microsoft website The created Windows Service will run the Dynamics AX executable ax32 exe 7 2 Create an Dynamics AX Batch Service 1 Copy the Recource Kit executables instsrv exe and srvany exe to the Dynamics AX client bin folder Users running WindowsXP or Windows 2003 will find both executables on the e Con installation CD pa
19. for the instsrv and srvany executables in the client bin folder Some checks are done on the selected axc file the user should be a Windows user and therefore be blank and the startup command should be filled If the Dynamics AX Batch Service still does not appear in the Windows Services then please retry The instsrv and srvany executables run asynchronously which might give unpredictable results The installation can be repeated without any problem Please check if the Windows user has sufficient privileges to write the Windows registry The service should appear under HKEY_LOCALMACHINE SYSTEM CurrentControlSet Services with the proper parameters If the Windows Service seems to be running fine but the batch user does not appear within Dynamics AX then try double clicking the axc file Dynamics AX should start and run the startup command without any user interaction Via Solution Center Setup Automation Actions you can run the action linked to the startup command of the e Con Dynamics AX Application Server directly To Increase B V 23 TOINCREASE e Chapter 8 How to create a new e Con environment IMPORTANT NOTE Using the DMI tool might be useful to create the different environments DMI will create the different environments with e Con webfolders settings and message queues Not created by DMI are the NAV companies and NASses Below is a description of the manual creation of a new environment Normally the
20. king the Edit environment button in the e Con Setup e Change the following settings in there Folder Setting Example Output settings Output folder C Program Files e Con 4 1 WebTest Output UI settings Label URL C Program Files e Con 4 1 WebTest Labels xml Data settings e Con folder C Program Files e Con 4 1 WebTest Data settings e Con bin folder C Program Files WebTest bin Data settings e Con URL http localhost econ4Test e Save the settings and exit them Generate the models To Increase B V 27 TOINCREASE 8 4 New e Con application server Since the e Con application server batch service is dedicated to one environment a new application server batch service must be created as well e Create a new e Con application server batch service Read chapter 7 for more details how to do e Goto the application service form in AX can be found in e Con periodic Application Server e Select the right queue for the Private queue path setting Use the dropdown to select this queue zmizi Overview General _ Application Server Private queue path Status Runas Stop Last Date stop server _ a eConServer PC ECON4 Ax4 private navisionrequest4test Started Startup command PC ECON4 AX4 private inayisionre To Increase B V 28 TOINCREASE e Chapter 9 How to prevent merge xpo problems 9 1 Introduction The integration project contains a nu
21. mber of new elements that have strong dependencies to standard application elements and a few system elements that normally have no custom modifications Especially the earlier AX versions Axapta 3 might give problems i e not able to run forms or compile etc 9 2 The safe way to merge the xpo s First import the solution center project itself recompile 2 or 3 times never mind the remaining compilation errors Continue with the solution center integration project The classes that are in the solution center integration xpo have to be merged in different steps In the first steps all classes should be imported except Application ApplicationVersion ClassFactory Info SysSetupFormRun LedgerJournalEngine only if you are running AX3 sp3 All other elements have to be imported and both projects should compile without any errors now From now on use the AX3sp3 integration project when you are running AX3 sp3 otherwise use the standard integration project In the next step import or merge the following classes Application ApplicationVersion ClassFactory LedgerJournalEngine only if you are running AX3 sp3 Compile the objects and restart your AX client Next import or merge SysSetupFormRun Compile the objects and restart your AX client Next import or merge Info After compile and restart of the client your application is fine Continue with the import of the e Con xpo If some classes give a compile error about a variable
22. mics AX session starts 4 3 Basic setup and initialization 4 3 1 Enable the configuration keys e On the Administration menu click Setup System Configuration to open the Configuration form e Check that the ECon key is enabled e Check that the So ution Center key is enabled e Close the form to apply the new settings 4 3 2 Set up user group permissions e On the Administration menu click Setup Security to open the User Group Permissions form e Select the Admin user group or create a new FCon user group and populate that group with the users that will have full access to the Solution Center and e Con functionality e Select the Permissions tab and set up the desired permissions to the ECon and the Solution Center security keys for the selected user group e Close the User Group Permissions form to apply the new setup 4 3 3 Make Connectivity accessible from the main menu There is only one manual merge action that is necessary before e Con can be used The main menu must have a menu reference to the So ution Center menu and to the e Con menu Instead of including the main menu in the export files this approach is taken to To Increase B V 12 TOINCREASE e ensure that previous modifications to the main menu are not overwritten when e Con is imported The Solution Center menu contains the full Productivity Platform functionality which can be used to build rich solutions with minimal or no impact on the underl
23. ng custom Connectivity settings 4 4 2 Please read the documentation On the Solution Center menu click Views Help to browse through the complete user documentation The SolutionCenter chm file can also be browsed directly from the HipAppl folder within the Axapta application folder A Windows shortcut to this file can be very useful To Increase B V 13 TOINCREASE 4 4 3 Remember the on line help All Connectivity and platform forms have comprehensive on line help in Dynamics AX Simply press FZ to see information regarding the purpose or function of fields buttons etc 4 4 4 Change the default environment settings for AX e Open the e Con Menu and go to Setup e Con Setup e Open the e Con Server Tab Fields on eCon Server tab e Con Server The name of the e Con Server Normally this is the computer name of the e Con Server e Con The name of the environment used by e Con during Environment configuration with all the e Con specific setup information See section 8 of this document about this e Open the default e Con environment via lt Edit Environment gt e When done the first time on the server or a client PC Microsoft Silverlight will be installed This is a client application that will be used to show the environment settings E Option screen Windows Internet Explorer Y w http localhost econadmin4 default aspx environment default ww Option screen
24. nnennnn 19 61 G neralirays R E E EERE EEA 19 6 2 Sec rity ISSUES seserian EE EErEE EEE EEOAE 20 Chapter 7 Application Server Batch Service csccsssscessssressseresssesenseesesssessnaeessees 21 Fh IntrodUCti M sessi anaana aa aaa Aa aa aa a a a Aaaa 21 To Increase B V 2 TOINCREASE e 7 2 Create an Dynamics AX Batch ServiCe ccccsscesssscesssssesesetenssesenesesensesssaees 21 7 3 Trouble SHOOtN s a a a a E 23 Chapter 8 How to create a new e Con environment ss sssssssserrerrenrrnrrsrrerrrnnrenne 24 8 1 New amp Con environment sisene E ee ee ee ee 24 8 2 N w QUEUES ccs cice scale ramun daca mbaaamman a E E E 25 B S New web folder rorccsncnessnis a E E ES 26 8 4 New e Con application SCrver sccccssecsssscessseeessseeenssetenssesenseesesseeseneaessagss 28 Chapter 9 How to prevent merge xpo ProbleMS scccsssecesssecessseresssesensseeeseeeseas 29 9 1 Introd GtIOM sssini einiaid a a a ara vany denen iolataatmenevadsdalevelatane 29 9 2 The safe way to merge the XpO S ssssssrssrsssrensunrssrnennnrsnnnonnnnnanrennnenanrsnnnee 29 9 3 Table synchronization ISSUES ciccecerccesecesssevesenerevssarssevesenssavssenensbexarsianersbavens 29 To Increase B V 3 TOINCREASE C Chapter 1 Introduction This document provides a description of the installation procedure for the e Con 4 2 integration with the Microsoft Dynamics AX2009 software The e Con 4 2 installation is des
25. nt Citrix modeler e Con Server X installation e Con XML X license stored in e Con server Web folder e Con Studio Optional 3 X X installation 1 Axapta Object X Server Dynamics AX Optional Preferred X X X X Client 1 IIS available X e Con data X folder MSMQ X X x component installed and setup NET runtime X X 3 5 SP1 available IE 6 0 or higher X X X available XML6 0 4 X X X X X Import e Con 2 2 2 2 2 objects and Initialize 1 Optional installation of Dynamics AX client and e Con Studio for testing purposes 2 Import can be done from every Dynamics AX client if available 3 Installed together with e Con Server 4 Only for Axapta 3 To Increase B V 6 TOINCREASE Based on this scenario a couple of other scenarios with combined servers can be extracted The most common scenarios are explained 2 2 Dynamics AX Object Server amp e Con Server on the same computer AOS amp e Con Client PC Client PC Server amp data amp modeler configure MSMQ Server e Con Server installation X e Con XML license stored in e X Con server Web folder e Con Studio installation 3 X Dynamics AX Object Server X Dynamics AX Client Preferred X X Dynamics AX Batch Client X IIS available X e Con data folder X MSMQ component installed X and setup NET runtime 3 5 SP1 available X X IE 6 0 or higher available X X X XML6 0 4 X X X Import e Con objects
26. re are three different e Con environments production test and develop After installing e Con there is one environment available the so called default environment This section describes how to create other environments Basically the creation of a new environment exists of steps 1 Make a new e Con environment with his own datastore 2 Add new queues 3 Make a new e Con web folder 4 Add a new application server batch service In the next part these steps will be described more in detail 8 1 New e Con environment To create a new e Con environment the next steps must be performed e Open the e Con Setup window in the MS Dynamics AX Main Menu click e Con Setup e Con setup e Enter the new name for the environment in the environment field e g test dat e Con Setup o x eCon Server Modeler Configure Repository ocalhost Edit environment Environment test Show License Data Folders e Con Server e Open the new environment by clicking the Edit environment button e Select the Data store setting and enter a new data store in here e g test as well To Increase B V 24 TOINCREASE E Option screen Windows Internet Explorer t tg http localhost econadmin4 default aspx environment test ww Option screen Environment te LEI Path datastore 4 test Name Data Settings Data folder C Program Files To Increase e Con 4 2 Data Label Data s
27. rousiensesisustsacssinoas 5 2 1 Schematic view of complex scenario ssssssssssssssesrrssnrrnrnrnnnrnnrnrnnnrnnrnnennnnnnnne 5 2 2 Dynamics AX Object Server amp e Con Server on the same computer s s s 7 2 3 Dynamics AX Object Server amp e Con Server on different computers s s s 8 2 4 Dynamics AX Server amp e Con Server on different computers using Citrix 9 Chapter 3 General Installation Information ccscsscesssscessseressserersserensseseseseesees 10 3 1 IMS Dynamics AX2009 components ws iticeneaincsrnnnduarnevnccnesmnanmaunediercnusumesnatunnmniins 10 3 2 Migration for existing e Con installations sssssssssssesrnssesrrnnssnrnnnnnnrnnneenrnnnes 10 3 3 Typical installation order of components scccccsecesssecesssetenssesessseseseeeessaees 10 3 4 Messag QUEUE siniciscsicicrncbasiannndneniareme aa A a a aa 10 Chapter 4 Installation of Dynamics AX Integration ssssssessssssrrssrreerrrsnrrenrrennrreenne 11 4 1 Copy ThE Applcati n FIGS s cssssesiencisastevnndalvnniebinntavnnts vanes tava te VateuanaV i dayavabiasievan dvavabiandva 11 4 1 1 Copy labels and help files to the Axapta application fOIDES iiisiiisecnssseennnees 11 4 1 2 Copy the client DLL s to the Axapta Client bin foldet sissscsssssenneseennsseennnees 11 4 2 Setup the Dynamics AX environment for e COn sssssssssssssrsssrsessrrnsrreerreesrnne 11 4 2 1 Import the Connectivity xpo FICS wisscssccnsccnnescnnccnscsnsnsensnsnsnssn
28. ssensnsnenssaesens 11 4 3 Basic setup and initialization sesssessssesesessssrnssrnnnsrnnnrnrnnrrnnrnrnnnrnnrneennennnnne 12 4 3 1 Enable the configuration KeYS ssssssessssseersrnrnrrnrrnnrrsrrnnrnrrrnnrnrrrnnnnrrrnrnnnnns 12 4 3 2 Set up USer group permiSSIONS ssssssssssssesnesrnsnnrsrrnnrnrnnrnrsnrnnrnrnnsnrnnrnnnnens 12 4 3 3 Make Connectivity accessible from the main menu sissscssscsseessesenssensessaesens 12 4 3 4 Run the Productivity Platform setup wizard ssisscsssscennnssennnssennnssennsssnnnnes 13 AA Getting Stated sisipe aaa EAO EA ERES A 13 4 41 Import the sample data ssssssesssnsssnessnnnsnnnnsnnnsnnnnnnnnsnnnnnnnnsnrnsnnnnsnnnsnnnnsnns 13 4 42 Please read the COCUIMICNCAUION casssecnrssennnenennnensnanensnanensnanensnsnnssnsnnsssnansss 13 4 43 Remember the on line help sssssssssssesssensnnnssnnnsnnnsnnnnsnnnsnnnnsnnnsnnnnsnnnsnnnnsnns 14 4 4 4 Change the default environment settings for AX s s sssssssssssssserssrrnsnensnerssnns 14 445 Import and generate the e Con metadata grOUpS sssseesssssesrrrirerrrrrrrersrnns 15 Chapter 5 Setup Message Queue Properties cccscsscesssecessssresssesesseresesesesseesees 16 5 1 1 Permissions Windows 2003 or XP ssciscssdcasisscssntsacasctdsccdsedcaesssacdacadeondanne 16 5 1 2 Permissions Windows 2008 or Windows issscsesensscnsecnsesenesensesnsnssnessniees 17 Biles ICSE TE A E 18 Chapter 6 Deployment Model ssssssnsssresrsnsssrsnrsonnnnsnnnosnnnsanrennnenanrennnennnrsn
29. th Install Setup WindowsService 2 Use the Dynamics AX Configuration Utility to create a configuration that can be used to run the batch client For AX3 the user should be empty because the batch service has to use a Windows logon The startup command should be the id of the Platform startup command For the e Con Application server this id equals the id of the Application Server normally eConServer after initialization of the e Con project 4 Microsoft Dynamics AX Configuration Utility Configuration target Local client f Me Configuration file R ax40sp2 iem 2 3 usr econbatchaxe H General Connection Developer Tracing r Settings Log directory srv axAxaptal4 O SP1 Client Log Company oo Command to run at feconserver application startup Configuration command to run at kernel startup Startup message Cancel Apply Help To Increase B V 21 TOINCREASE 3 Create a new user for the batch client in the Users menu option of the Administration menu and add enough permission to the user to run the batch processes and jobs Save the configuration in an axc file on the client machine where the Windows service is going to run Never delete this axc file since it is used during the restart of the batch 4 Use the User options button to link a Windows user to the created Dynamics AX user Do not add any domain information but just the user name f User User fzr Batch
30. tore test Description e Con bin folder C Program Files To Increase e Con 4 2 Web bin Type e Con folder C Program Files To Increase e Con 4 2 Web Value test e Con page eConEngineHtml aspx e Con Studio C Program Files To Increase e Con 4 2 Web e Con URL http localhost econ4 E mail Settings Engine Settings License Settings Output Settings Processing e Con processing page eConBackendProcessing aspx Role customer SmartClient Settings Studio Settings UI Settings e Save the changes by clicking the Save button on top and close the e Con settings form e Goto the file explorer and select the e Con data folder there by default this is C Program Files To Increase e Con 4 1 Data e Create a new folder with a name corresponding to the data store name e g test e Return to the e Con Set up in AX and click the Datafolders button to create the required folders in the new data store 8 2 New Queues To make sure that messages data requests from one environment doesn t mix up with messages from another it s required to set up individual queues for every environment During the e Con installation the following queues are already created e Navisionpost4 e Navisionrequest4 e Navisionresponse4 For the new environment other queues has to be added e Add minimal 2 new queues the response and request queue Use names like Navisionrequest4test Navisionresponse4test
31. ying application code e On the main toolbar in Dynamics AX click amp to open the Application Object Tree AOT e Goto Menus MainMenu and add new menu references to the AppSolutionCenter and EConMenu e Save changes to the MainMenu and close the AOT window 4 3 4 Run the Productivity Platform setup wizard e Onthe Solution Center menu click Platform Setup wizard Note that the wizard may take a while to appear because it first scans the entire application to see which platform components are installed e Onthe Welcome dialog box click Next e On the Register components dialog box all installed components are displayed The Setup wizard will register all installed components and click Next e On the Initialize components dialog box the not yet initialized components are displayed Select the components that you want to initialize and click Next e On the Metadata and actions dialog box select the required options and click Next e On the Setup completed dialog box the consequences of your selections in the Setup wizard are summarized Click Finish to start the setup 4 4 Getting started 4 4 1 Import the sample data On the Solution Center menu click Platform Import settings to import the XML files from the Samples subfolder of the extracted installation folder Note that the sample data assumes the standard Light Company demo database and should not be imported into a production database to prevent overwriti
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