SmartConnect v10 Training

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2 TABLE OF CONTENTS INTRODUCTION... 1 VIRTUAL PC INFORMATION... 2 DEMYSTIFYING ECONNECT... 3 What is econnect... 3 Resources for econnect... 3 Installing econnect... 4 What is COM+ and MSDTC... 4 What is SmartConnect SMARTCONNECT INTRODUCTION... 6 Objectives... 6 Introduction... 6 Creating Simple Maps... 6 Exercise 1.1 Creating a Basic Map... 6 Exercise 1.2 Creating a Map with Line Items... 7 Exercise 1.3 Creating a Map from a SQL Data Source... 9 Intercompany Maps Exercise 1.4 Creating a Map that Sends Data to another Company Exercise 1.5 Creating a Map that Sends Data into Multiple Companies Conclusion Test Your Knowledge Quick Interaction: Lessons Learned ADVANCED TOPICS Objectives Introduction... 14

3 Using Folder and XML Data Sources Exercise 2.1 Using an XML Data Source Exercise 2.2 Using a Folder Data Source Using Restrictions Exercise 2.3 Using a Restriction Scheduling Maps Exercise 2.4 Create a Scheduled Map Tasks Exercise 2.5 Using SmartConnect Tasks Sample Scripts Exercise 2.6 Setting up a Sample Script Real-Time Triggers Exercise 2.7 Creating Maps from a GP Trigger Conclusion Test Your Knowledge Quick Interaction: Lessons Learned PUSH INTEGRATIONS...24 Objectives Introduction Creating a Push Map Exercise 3.1 Create a Map using the Excel Add-in Excel Templates Exercise 3.2 Import and Configure an Excel Template Conclusion Test Your Knowledge Quick Interaction: Lessons Learned ADVANCED INTEGRATIONS...28 Objectives... 28

4 Introduction Using SmartList as a Data Source Exercise 4.1 Create a Map that uses a SmartList as a Data Source Using Extender Nodes Exercise 4.2 Import Data to an Extender Window Exercise 4.3 Import Data to Multiple Extender Objects Exercise 4.4 Creating Extender Real-Time Triggers Conclusion Test Your Knowledge Quick Interaction: Lessons Learned CRM INTEGRATIONS Objectives Introduction Creating Maps To / From CRM Exercise 5.1 Creating GP to CRM Bulk Maps Exercise 5.2 Populating Pick Lists with SmartConnect Exercise 5.3 Creating CRM to GP Real-Time Triggers Conclusion Test Your Knowledge Quick Interaction: Lessons Learned SMARTCONNECT TOOLS Objectives Introduction Run Map Exercise 6.1 Run Map Duplicate Map Exercise 6.2 Duplicate an Existing Map... 39

5 Import / Export Maps Exercise 6.3 Using Import / Export Activity Screen Node Maintenance Exercise 6.4 Using Node Maintenance System Maintenance Conclusion Test Your Knowledge Quick Interaction: Lessons Learned SMARTCONNECT SETUP AND SECURITY...42 Objectives Introduction SmartConnect Setup Screen SmartConnect Security Screen Exercise 7.1 Granting Security to other SmartConnect Users GP Security Exercise 7.2 Create and Assign a Security Task to an Existing Role Conclusion Test Your Knowledge Quick Interaction: Lessons Learned SMARTCONNECT INSTALLATION / UPGRADE...45 Objectives Introduction SmartConnect Installation Exercise 8.1 Installing SmartConnect Exercise 8.2 Configuring the sa user for SmartConnect Exercise 8.3 Configuring the SmartConnect Web Service Excel Add-in Installation... 50

6 Exercise 8.4 Installing the Excel 2007 Add-in Exercise 8.5 Installing the Excel 2003 Add-in Conclusion Test Your Knowledge Quick Interaction: Lessons Learned... 52

7 INTRODUCTION Welcome to the SmartConnect training class. In this class, you will learn how to build SmartConnect maps which will allow you to import data into Great Plains and CRM. This training session is divided into 4 sections; Introduction to creating SmartConnect maps, Advanced SmartConnect features, SmartConnect Push Integrations, Advanced Integrations, CRM Integrations, SmartConnect Tools and Windows, SmartConnect Setup and Security, and SmartConnect installation and upgrades. There are 2 ways to participate in this training session. If you prefer a challenge, you can try to complete each exercise with the minimum amount of information. If you need more help, there is also a set of steps that can be followed to guide you through the exercise. At the end of some of the exercises, there are a set of optional tasks to attempt if you have finished early. You are encouraged to use the Microsoft Dynamics GP v10 Virtual PC image that will be supplied during the classroom session. Page 1

8 VIRTUAL PC INFORMATION This class will use a Virtual PC image that will be supplied during the class. This VPC contains a complete installation of Great Plains as well as SmartConnect already installed. This image also contains SharePoint and Microsoft CRM. The Windows login information for the VPC is as follows: User ID Password Domain Administrator Pass@word1 CONTOSO The SQL login information for the VPC is as follows: User ID Password SQL Server name sa Pass@word1 DS-SRV-01 The Dynamics login information for the VPC is as follows: User ID Password Server GP System password sa Pass@word1 Dynamics GP Pass@word1 Anywhere else in the system (SharePoint, Exchange Server, etc ) where you are prompted for a password, use Pass@word1 Page 2

9 DEMYSTIFYING ECONNECT What is econnect econnect is a collection of tools, components, and interfaces that allow applications to programmatically interact with Microsoft Dynamics GP. The key econnect components and interfaces include: A.NET managed code assembly A Microsoft BizTalk Application Integration Component (AIC) Microsoft Message Queuing (MSMQ) services These econnect interfaces allow external applications like web storefronts, web services, point-of-sale systems, or legacy applications to integrate with Microsoft Dynamics GP. The external applications can perform actions like creating, updating, retrieving, and deleting back office documents and transactions. While econnect supplies a large number of documents, not every Microsoft Dynamics GP feature is available through econnect. The main advantage of using econnect to import data is that the imports are performed using SQL stored procedures to directly insert records into the SQL table, which makes econnect imports extremely fast. A disadvantage of econnect is that it was mainly a developer tool and was complicated to implement. In the past the user had to write their own applications to create documents and feed them into the econnect stored procedures. Resources for econnect The best resource for information on econnect is the Microsoft Dynamics GP 10.0 econnect Programmers Guide and Reference. During the installation of econnect, if you choose to install the econnect SDK, the documentation will be installed. After installation, you can access this documentation by going to Start Program Files Microsoft Dynamics econnect 10 econnect 10 SDK The econnect SDK can also be found online. Go to msdn.microsoft.com which is Microsoft s resource and development website. From there, if you search for econnect the first result that you will get is the econnect Programmer s Guide for GP 10. This can be viewed on the site or is available for download from there as well. Page 3

10 Installing econnect The SmartConnect installation will automatically install the econnect runtime for you if you do not have it previously installed. During the pre-requisites installation, the standard Microsoft econnect Runtime installer will run. 1. Read the Microsoft econnect license agreement, and click Accept if you accept the terms. 2. The next window will ask you which econnect components to install. The COM+ component is required. The SDK is optional, however it is recommended to install the SDK on at least one workstation in order to get the econnect help documentation installed. 3. The next window will ask you for a DOMAIN, a Username, and a Password. We recommenced picking a domain administrator for this window. Normally what we do is create a user named econnect and make them a domain administrator. This user is used to run the COM+ object. You will not be able to get past this window unless you specify a valid domain, username, and password combination. 4. The next window will say Ready to Install. Click Install on that window. What is COM+ and MSDTC When you install the econnect COM+ object, the installer places three.net assemblies on your computer. The installer also registers these assemblies in the global assembly cache. Once you include the.net assemblies in your project, SmartConnect access the econnect COM+ object. This allows SmartConnect to parse econnect XML documents, create a connection to the Microsoft Dynamics GP server and call the econnect business objects. SmartConnect can then use XML documents to create, delete, update, or retrieve Microsoft Dynamics GP data. MSDTC stands for Microsoft Distributed Transaction Coordinator. The MSDTC service is a component of modern versions of Microsoft Windows that is responsible for coordinating transactions that span multiple resource managers, such as databases, message queues, and file systems. MSDTC is used by the COM+ object to send the econnect documents from the workstation to the SQL server. MSDTC must be enabled on both the workstations and the SQL server in order for econnect to work. See the eone Knowledge Base Article at for more information on configuring MSDTC. Page 4

11 What is SmartConnect SmartConnect provides a drag and drop user interface for configuring integrations into Microsoft Dynamics GP and Microsoft Dynamics CRM from any data source. SmartConnect is powered by both econnect and CRM web services and has transformed both these tools from being developer tools, into an easy to use consultant' toolsets. There are complex and expensive tools on the market that do a fraction of what SmartConnect can achieve. SmartConnect is written in VB.NET and provides you with a tool for creating maps to bring data into Great Plains. When the map is run, SmartConnect generates an XML document that it passes to the econnect COM+ API. The API then uses MSDTC to send the XML document to the econnect stored procedures on the SQL server. The stored procedures run using the parameters supplied to it by the XML document and create the actual records in Great Plains. For a diagram of this process refer to the Microsoft Dynamics GP econnect Programmers Guide. Navigate to the econnect Programmers Guide Architecture Architecture diagram. The method used by SmartConnect is the path on the far left side of the diagram. Page 5

12 1 SMARTCONNECT INTRODUCTION Objectives Introduction Creating Simple Maps SmartConnect v10 Training This section covers creating various maps with SmartConnect. These will all be maps to bring data into Great Plains. Several different data source types will be used including: Text file Excel file SQL table Exercise 1.1 Creating a Basic Map Challenge yourself! 1. Create a mapping that brings in Vendors from a text file named Vendors.csv in the eone Training\Source Files folder. Need a little help? Follow these steps to complete this exercise: 1. Open the main SmartConnect mapping window by clicking on Tools SmartConnect Map. 2. Give the map an ID of VENDORS 3. Give the map a description of Vendors 4. Select Microsoft Dynamics GP as the destination 5. Select Payables as the group 6. Select Vendors as the node type 7. Click the Data Source button in the upper right. 8. Select Bulk Data Load as the Data Source Type 9. Select Text File as the Data Source 10. Click the magnifying glass next to Text File 11. Select the Vendor.csv file in the eone Training\Source Files folder. 12. Click on the Preview button on the Data Source window. You should see three vendors. If you see three vendors, proceed to the next step. Page 6

13 13. Close the Preview Data window 14. Click OK on the Data Source window SmartConnect v10 Training 15. Click the + button in the Key Fields section of the Map Setup Window. 16. Highlight VendorID as your key field and hit the Select button 17. Double click on the Create/update vendor node. 18. In the Node Mapping window, map the fields as follows: VendorID = Vendor ID VendorName = Vendor Name Contact = Vendor Contact AddressCode = Primary Vendor Address ID AddressOne = Address 1 AddressTwo = Address 2 Country = Country City = City State = State Zip = Zip Code Phone = Phone Click Save on the Node Mapping window. 20. Click Run on the Map Setup window. 21. You should have 3 records integrated; Vendor IDs JOHNSON0001, DARVING0001, and FRANS0001. Exercise 1.2 Creating a Map with Line Items Challenge yourself! 1. Create a mapping that brings customers in from a Customer.xlsx file located in the eone Training\Source Files folder. 2. Create an Add customer address mapping that brings in multiple addressees per Customer ID. Need a little help? Follow these steps to complete this exercise: 1. Open the SmartConnect window. (Tools SmartConnect Map) and create a new Map ID called Customers. 2. Give the map a description of Customers 3. Select Microsoft Dynamics GP as the destination Page 7