Perceptive Connector for Microsoft Dynamics AX

Transcription

1 Perceptive Connector for Microsoft Dynamics AX Installation and Setup Guide Version 2.1.x Compatible with Microsoft Dynamics AX version 2012 R2 and R2 CU6 Written by: Product Documentation, R&D Date: August 2016

2 2014 Perceptive Software. All rights reserved. Perceptive Software is a trademark of Lexmark International Technology S.A., registered in the U.S. and other countries. All other brands and product names mentioned in this document are trademarks or registered trademarks of their respective owners. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or any other media embodiments now known or hereafter to become known without the prior written permission of Lexmark.

3 Table of Contents Overview... 4 Required components... 4 Software prerequisites... 4 Licenses... 4 Conditions for installing the web service... 4 Installation and setup... 5 Download the required files from the Customer Portal... 5 Import Perceptive Connector for Microsoft Dynamics AX model... 5 Run the Perceptive Connector for Microsoft Dynamics AX executable file... 6 Set credentials for the web service... 7 Page 3 of 7

4 Overview Perceptive Connector for Microsoft Dynamics AX is a SOAP-based web service that you can integrate with your application to fetch data from Microsoft Dynamics AX and create an invoice. For example, if you integrate Perceptive Connector for Microsoft Dynamics AX with eform, it acts as a medium layer that fetches data from Microsoft Dynamics AX to populate fields in the eform. Based on the populated fields, you may create an invoice in Microsoft Dynamics AX. Required components Software prerequisites Before you install Perceptive Connector for Microsoft Dynamics AX, you must have the following software installed on the target computer. The operating system must be Windows Server 2008R2. Microsoft Dynamics AX Server, version 2012 R2 or R2 CU6 Microsoft Dynamics AX Client, version 2012 R2 or R2 CU6 Perceptive Interact for Microsoft Dynamics AX, version 2.1 or higher.net Framework, version 4 Windows SDK for.net Framework, version 4 ASP.NET Internet Information Service (IIS), version 7 or higher You must have the following executable file ready for use. PerceptiveConnectorforMSDynamicsAXSetup_2.1.x.x.exe Based on the Microsoft Dynamics AX version you use, you must have one of the following Perceptive Connector for Microsoft Dynamics AX models ready to be imported into Microsoft Dynamics AX. PerceptiveConnectorR22.1.x.xxx.axmodel PerceptiveConnectorR2CU62.1.x.xxx.axmodel Licenses You must have the following licenses. Perceptive Interact for Microsoft Dynamics AX, version 2.1 or higher Conditions for installing the web service Before installing the web service, you must complete the following steps to prepare the system. Uninstall the previous version of Perceptive Connector for Microsoft Dynamics AX, if any. Note If you want to save the previous configuration file, create a backup for the DAXConnectorConfiguration.xml file. In Windows Features, turn IIS on and under Application Development Features, under World Wide Web Services, select the ASP.NET check box. Page 4 of 7

5 Run the ASP.NET IIS Registration Tool (Aspnet_regiis.exe) for.net Framework, version 4. At the command prompt, type the following command and press ENTER. %windir%\microsoft.net\framework\<v4.x.x>\aspnet_regiis.exe i where <v4.x.x> is the absolute version of the.net Framework. Note If you know the windows directory which contains the IIS Registration Tool, you may provide the absolute path. For example, C:\windows\Microsoft.NET\Framework\v \aspnet_regiis.exe -i The system you use must host the Microsoft Dynamics AX Server or should be in the same domain as that of the Microsoft Dynamics AX Server. Installation and setup To install and set up Perceptive Connector for Microsoft Dynamics AX, perform the following procedures. 1. Download the required files from the Customer Portal. 2. Import Perceptive Connector for Microsoft Dynamics AX model. 3. Run the Perceptive Connector for Microsoft Dynamics AX executable file. 4. Set credentials for the web service. The following sections provide instructions on how to complete each procedure. Download the required files from the Customer Portal 1. Go to the Perceptive Software website at and log in to the Customer Portal. 2. In the Product Downloads page, search for all downloadable items for Perceptive Connector for Microsoft Dynamics AX, version Download the PerceptiveConnectorforMSDynamicsAXSetup_2.1.x.x.exe file to a temporary directory on your computer. 4. Download the Perceptive Connector for Microsoft Dynamics AX model for your environment to a temporary directory on your computer. Import Perceptive Connector for Microsoft Dynamics AX model Before importing the model, complete the following steps. 1. Close the client connections to the Application Object Server (AOS) instance that you are working with. 2. If more than one server is using the same database, stop all other AOS instances. To import the model, complete the following steps. 1. On the Start menu, click Command Prompt. 2. Navigate to the directory for the management utilities. Typically, the location of this directory is %ProgramFiles%\Microsoft Dynamics AX\60\ManagementUtilities. 3. At the command prompt, type the import command and press ENTER. The import command syntax is axutil import /file:<file name> where <File name> is the absolute path of the model file. 4. After completion, start the AOS. Page 5 of 7

6 5. Open Microsoft Dynamics AX Client. A dialog box appears with the message that the new model has been modified and provides options to run the model as required. 6. To upgrade the model, in the Microsoft Dynamics AX dialog box, perform one of the following actions. If you are uploading the model for the first time, select Start the model upgrade checklist, click OK, and then proceed with the instructions that follow. If you uploaded the same model before, select Compile and synchronize and click OK. 7. Optional. If you selected the Compile and synchronize option, generate Incremental CIL build from X++ after the compilation and database synchronization is complete. To generate Incremental CIL build from X++, complete the following substeps. 1. In Microsoft Dynamics AX Client, open New Development Workspace and right-click AOT. 2. Click Add-Ins and then click Incremental CIL generation from X++. When the process is complete, proceed with the usual operations. After importing the model, to deploy the INAPEFormServiceGroup service group, complete the following steps. 1. In Microsoft Dynamics AX Client, open New Development workspace. 2. Under AOT, under Service Groups, right-click INAPEFormServiceGroup and click Deploy Service Group. Run the Perceptive Connector for Microsoft Dynamics AX executable file 1. Run the PerceptiveConnectoforMSDynamicsAXSetup_2.1.x.x.exe file on the target machine. 2. In the Perceptive Connector for Microsoft Dynamics AX Installation Wizard window, complete the following substeps. 1. In the Welcome to the Perceptive Connector for Microsoft Dynamics AX Installation Wizard page, click Next. 2. In the License Agreement page, scroll down to the end of the agreement, select the I accept the terms in the license agreement check box, and then click Next. 3. Optional. In the Port Configuration page, in the Port number box, type the port number used to publish this service and click Next. Important Ensure that no other web application in IIS uses the identical port number. 4. In the WSDL Configuration page, enter the WSDL URI for each of the following fields. AccountsPayableServices. Typically, the WSDL URI syntax is number of AIF services>/dynamicsax/services/accountspayableservices?wsdl. MetadataService. Perceptive Connector for Microsoft Dynamics AX does not support any modification of this web service. Typically the WSDL URI syntax is number of AIF services>/dynamicsax/services/ MetaDataService?wsdl. QueryService. Perceptive Connector for Microsoft Dynamics AX does not support any modification of this web service. Typically the WSDL URI syntax is number of AIF services>/dynamicsax/services/ QueryService?wsdl. Page 6 of 7

7 MethodService. This service is available only if you deploy the INAPEFormServiceGroup service group after importing the model. Typically the WSDL URI syntax is number of AIF services>/dynamicsax/services/ INAPEFormServiceGroup?wsdl. To get the WSDL URI for Account PayableServices and MethodService, in Microsoft Dynamics AX, complete the following steps. 1. In the Navigation pane, click System administration. 2. In the System administration area page, under Setup, under Services and Application Integration Framework, click Inbound ports. 3. In the left pane, in the Port name column, click Account PayableServices and copy the respective WSDL URI. 4. Click INAPEFormServiceGroup and copy the respective WSDL URI. 5. Click Next. 6. In the Ready to Install the Program page, to begin the installation, click Install. 7. After the installation is complete, in the Installation Wizard Completed page, click Finish to exit the Installation Wizard. Set credentials for the web service 1. Open IIS Manager. 2. In the Connections pane, click Application Pools and select PerceptiveConnectorforMSDynamicsAXApplicationPool. 3. In the Actions pane, under Edit Application Pool, click Advanced Settings. 4. In the Advanced Settings dialog box, under Process Model, to set the Identity field, click Identity and click. 1. In the Application Pool Identity dialog box, select the Custom account check box and click Set. 2. In the Set Credentials dialog box, in the User name box, type the user name in the format <Domain\User name>. Notes The user must have administrator privilege in Microsoft Dynamics AX Server. If Microsoft Dynamics AX Server and Perceptive Connector for Microsoft Dynamics AX are on separate computers, ensure that both the computers are in the same domain. 3. In the Password box, type your password. 4. Click OK. 5. In the Application Pool Identity dialog box, click OK. 5. In the Actions pane, under Application Pool Tasks, click Recycle. 6. In the Connections pane, under Sites, click PerceptiveConnectorforMSDynamicsAXWebsite. 7. In the Actions pane, under Manage Web Site, click Restart. Page 7 of 7