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Microsoft Dynamics Ax2012 R3 Retail Store Configuration. ============================================== = 1. First we are going create following setups in retail head quarters a) Created Units b) Unit Conversion c) Product Hierarchy d) Product Attributes e) 22 Products f) Price for products g) Created Price Groups h) Default Retail customer i) Created One Store j) One POS for the store k) Created Workers l) Assigned worker for the Store m) Checked Scheduler jobs n) Visual profiles o) Functionality profiles p) POS Permissions q) Assigned retail settings to the Workers. r) Created and published Assortment for the store location. s) Created and attached needed info codes.

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Page 1: file · Web viewAX. 2012. R3. Commerce Data Exchange: Async Server is part of the asynchronous system that shares data between the Microsoft Dynamics AX

Microsoft Dynamics Ax2012 R3 Retail Store Configuration.

===============================================

1. First we are going create following setups in retail head quarters

a)      Created Unitsb)      Unit Conversionc)       Product Hierarchyd)      Product Attributese)      22 Productsf)       Price for productsg)      Created Price Groupsh)      Default Retail customeri)        Created One Storej)        One POS for the storek)      Created Workersl)        Assigned worker for the Storem)    Checked Scheduler jobsn)      Visual profileso)      Functionality profilesp)      POS Permissionsq)      Assigned retail settings to the Workers.r)       Created and published Assortment for the store location.s)       Created and attached needed info codes.

1. Install Commerce Data Exchange: Async Server AX 2012 R3

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Commerce Data Exchange: Async Server is part of the asynchronous system that shares data between the Microsoft Dynamics AX database and channel databases. Async Server is installed at headquarters and communicates with Microsoft Dynamics AX. In addition to Async Server, Commerce Data Exchange includes Commerce Data Exchange: Async Client, which is installed at channels and communicates with the channel database.When you install Async Server, the Retail Salt Utility is also installed. The Retail Salt Utility provides extra encryption for the passwords and credentials that are associated with the Microsoft Dynamics AX 2012 for Retail system.

1. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components

2. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for

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installation. Provide a file location or accept the default location, and then click Next.

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3. On the Select installation type page, click Add or modify components, and then click Next

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4. On the Select components page, select Async Server, and then click Next.

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5. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

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6. On the Configure Async Server page, select the check box to configure Async Server by using Setup. If you clear this check box, the application files are installed, but Async Server is not configured.

If you’re configuring Async Server, enter the following information:

o Application name – The name of the web application that hosts Async Server.

o App pool name – The name of the application pool that the web application runs under.

We recommend that you specify separate application pools if multiple Retail components are installed on the same computer. Multiple web applications can share an application pool if resources on the computer are limited. However, if the shared application pool fails, all of the applications that use it will stop responding. In addition, if one application is heavily used, it can negatively affect the performance of the other applications in the pool.

o Website name – The name of the website that Async Server runs on.o TCP port (optional) – The port on which Async Server receives TCP

requests. Specify a TCP port if your environment uses high-performance data synchronization. You can specify any available port. Verify that the port is open in Windows Firewall.

o AOS service user – The user account that the instance of Microsoft Dynamics AX Application Object Server (AOS) runs as.

o SSL certificate thumbprint – The thumbprint for the Secure Sockets Layer (SSL) encryption certificate. You must obtain a valid, registered certificate from a provider.

o Then click next.

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7. On the Select a database to use with Async Server page, create a new message database for Async Server. If you install a subsequent instance of Async Server for load balancing, you must select the same message database

8. On the Ready to install page, click Install.

After the installation is completed, click Finish to close the wizard.

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2. Setup Live Channel database Click on 4000/Retail/Common/Retail channels/Retail stores

Then click the edit button. Then right click on live channel database

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Then click the new button, Enter the following details

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Then click the Full data sync, then select the 9999 job number, Then run the job

3. Install a retail channel database

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This topic explains how to create a retail channel database by using Setup. Channel databases hold retail data for one or more retail channels.

1. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components.

2. Advance through the first wizard pages.

3. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next.

4. Select Add or modify component On the click next

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5. On the Select components page, select Retail channel database, and then click Next.

6. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

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7. If you’re configuring a channel database, enter the name of the server on which to create the database and the name of the database.

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8. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

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9. On the Ready to install page, click Install.10. After the installation is completed, click Finish to close the wizard.

3. Install Commerce Data Exchange: Async Client [AX 2012] R3

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Commerce Data Exchange: Async Client is part of the asynchronous system that shares data between the Microsoft Dynamics AX database and channel databases. Async Client is installed at the channel and communicates with the channel database. In addition to Async Client, Commerce Data Exchange includes Commerce Data Exchange: Async Server. Async Server is installed at headquarters and communicates with the Microsoft Dynamics AX database.

1. Start Microsoft Dynamics AX Setup. Under Install, select Microsoft Dynamics AX components.

2. If the Setup Support files have not yet been installed on this computer, the Select a file location page is displayed. The Setup Support files are required for installation. Provide a file location or accept the default location, and then click Next..

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3. On the Select installation type page, click Add or Modify components, and then click Next.

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4. On the Select components page, select Async Client, and then click Next.

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4. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, see Check prerequisites. When no errors remain, click Next.

5. On the Configure Async Client page, select the check box to configure Async Client by using

Setup. If you clear this check box, the application files are installed, but Async Client is not configured.

If you’re configuring Async Client, enter the following information:o Async Server URL – The URL for the instance of Async Server. Typically,

the URL is in the format https://<server name>:port/<web application name>.If Async Server is installed in a cluster that has a load balancer, enter the URL to the service on the load balancer.

o Channel database ID – The identifier in Microsoft Dynamics AX for the channel database that is used by the selected instance of Async Client.

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o User name and Password (Async Server connection) – The credentials for the user that connects to Async Server. These credentials must match the credentials that are specified in the channel database profile. Credentials are case sensitive. The credentials are used to identify and authenticate Async Client.

o User name and Password (Async Client) – The credentials for the user that runs the Windows service for Async Client. The user does not have to be a domain account. The user can be a member of a workgroup on the local computer. Credentials are case sensitive.

Optionally, click Test connection to verify that Async Client is configured correctly. For information about how to troubleshoot errors that you might encounter Click Next.

6.On the Select or specify a database to use with Async Client page, enter server and database information for the message database and the channel database that will be used by Async Client. Then click Next.

You can connect to an existing channel database only. Setup does not create a new channel database if you enter a channel database name that doesn’t exist. If you specify a message database name that doesn’t exist, Setup creates a new message database.

7. On the Prerequisite validation results page, resolve any errors. For more information about how to resolve prerequisite errors, When no errors remain, click Next.8. On the Ready to install page, click Install.9. After the installation is completed, click Finish to close the wizard.