MDM Microsoft
Dynamics AX 2012 R3
Here we are going to learn how to maintain and sync the
Master data, if you have multiple environments.
For example, let’s say, your company have multiple dynamics
AX 2012 environments running. And you want the customer/Vendors and items to be
in sync and should be the same across the environments.
In this scenario, we can leverage the MDM features. MDM works
with the help of Data import/export frame work DIXF.
What MDM does?
MDM utilize the SQL MDS to maintain the master database and
if there is any change in the master database is sync to all the environments
using hub and a spoke
A typical workflow between the hub and a spoke is as
follows:
1. Changes are made in underlying tables that are
encapsulated by an entity.
2. Change tracking in the AX 2012 database identifies the
changes. These changes are then extracted by an MDM job into a Data
Import/Export Framework staging table.
3. The changes are pushed out from the staging table to SQL
MDS. There, the master data is updated with the new information if there are no
conflicts. If there are conflicts, the conflicting records are set aside, and
you are notified to manually resolve the conflicts.
4. MDM queries SQL MDS and retrieves any updated master
data. MDM pulls this data back to the AX 2012 instance and loads it into
staging tables.
5. A Data Import/Export Framework import job collects the
data from the staging tables and performs inserts/updates to the appropriate
target tables to bring them up to date.
MDM Architecture
As you can see in the below diagram, SQL Server MDS act as
the central data store, and to track the changes made to data.
Then comes the AX 2012 DIXF, to export / import data between
SQL MDS and AX 2012.
Next is the MDM, It is used to synchronize the data as per
schedule and run the synchronization job.
How it works:
1. Install MDM
We can use Windows PowerShell command prompt to install MDM,
type the following command, and then press ENTER:
Set-AXMasterDataManagementMDSSetup –MDSServerName -MDSDatabase
After MDM is installed you can see a new sub menu in DIXF as
shown below.
2. Configure SQL MDS
In AX 2012, open Data import export framework.
Ø
In Master data management, click Configure SQL
Server Master Data Services connection.
Ø
In the Master Data Services connection dialog
box, enter the following information:
Ø
In the Server field, enter the name of the
server where SQL MDS is installed.
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In the Repository field, enter the name of the
SQL MDS database.
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In the MDS service endpoint field, enter the URL
for the SQL MDS web service, followed by /service/service.svc. For example,
enter http://ContosoMDSServer/MDS/service/service.svc.
Ø
Click Test configuration to test the connection.
If you cannot connect, verify the availability of the SQL MDS server and your
connection information.
3. Publish Entities
to SQL MDS
To publish an MDM-enabled entity to SQL MDS, follow these
steps.
Ø
In AX 2012, open Data import export framework.
Ø
In Master data management, click Publish
entities to SQL Master Data Services.
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In the Publish entities to SQL Server Master
Data Services dialog box, select the entities to publish to SQL MDS, and then
click Create schema.
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After the schema has been created, open the SQL
MDS web application, and verify that models for the selected entities appear in
the Model field.
4. Configure
Synchronization
To create a sync group, follow these steps.
Ø
In AX 2012, open Data import export framework.
Ø
In Master data management, click Manage
Synchronization.
Ø
In the Manage Synchronization form, click New to
create a sync group.
Ø
In the Create a New Synchronization Group form,
enter a name and select a company for the sync group. The company uses your
current company. When you have finished, click OK.
5. Add an Entity to a
Sync Group
To add an entity to a sync group, follow these steps.
Ø
In AX 2012, open Data import export framework.=
Ø
In Master data management, click Manage
Synchronization.
Ø
Select the sync group to add an entity to, and
then click Entities.
Ø
In the Select entities form, follow one of these
steps.
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If this entity is the first entity that you are
adding to the sync group, select the entity in the Entity field. The Sequence
value is automatically set to 1.
Ø
If you have already added entities to the sync
group, click New to add another row. Then, in the Entity field, select the
entity. The Sequence value increments automatically.
Ø
Repeat step 4 to add all the entities that you
require to the sync group. Then click Close.
6. Set Up
Synchronization for an Entity
To configure synchronization for an entity, follow these
steps.
Ø
In AX 2012, open Data import export framework.
Ø
In Master data management, click Manage
Synchronization.
Ø
Select the sync group that contains the entity
to synchronize, and then click Entities.
Ø
Select the entity that you want, and then click
Settings.
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In the Synchronization settings for the master
data management entity form, set the following values for the entity:
Ø
Synchronization type – If you have a
multi-master environment, select Push and pull. If you have a single-master
environment and this spoke is the single master, select Push and pull. If this
spoke is a read-only spoke, select Pull only to pull data and disable push
operations.
Ø
Subscription view – Select the view that defines
the master data to pull from SQL MDS for this entity. The default view is named
DMFEntity_View and that contains all entity records. For
more information about how to filter pulled data, see “Filter the Data That Is
Pulled from SQL MDS,” later in this topic.
Ø
Number of records – Set the number of records
that are handled per thread. Typically, you leave this setting at the default
value of 1. However, you can increase the value to increase throughput when you
are processing lots of records. Use this setting together with the Number of
tasks setting to manage throughput.
Ø
Number of tasks – Set the number of records that
are handled per thread. Typically, you leave this setting at the default value
of 3, but you can increase the value to increase throughput when you are
processing lots of records. Use this setting together with the Number of
records setting to manage throughput.
Ø
Query for export – Select the query that defines
the data to push to SQL MDS for this entity. The default query is named
DMFTargetEntity and that contains all entity records. For
more information about how to filter pushed data, see “Filter the Data That Is
Pushed to SQL MDS,” later in this topic.
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When you have finished setting the
synchronization values, click Close.
7. Schedule a Sync
Group
To schedule a sync group, follow these steps.
Ø
In AX 2012, open Data import export framework.
Ø
In Master data management, click Manage
Synchronization.
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In the Manage Synchronization form, select a
sync group, and then click New schedule.
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In the MDM synchronization form, click
Recurrence, and then set the following values:
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The time zone – Your current time zone is used.
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The range of the recurrence – This value
includes a start date and time, and an end date. For the end date, you can
specify a date, select the number of times that the task runs before it
expires, or indicate that the task has no end date and runs indefinitely.
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The recurrence pattern – This value includes the
unit of time that is used and the frequency with which the task runs.
Recurrence units range from minutes to years to allow for precise scheduling.
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For example, you want a task to start Wednesday,
May 7, 2014, at 1:00 A.M. Pacific Standard Time, and you want the task to recur
every Wednesday a total of 10 times. In this case, you specify the following
values:
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In the Time zone field, select (GMT-08:00)
Pacific Time (US & Canada).
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In the Starting time field, enter 01:00:00 am.
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In the Starting date field, enter 5/7/2014.
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Select End after, and then, in the Count field,
enter 10.
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Select Weeks. Clear Monday, and select
Wednesday. Leave the Fixed weekly interval value at 1.
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When you have finished creating the schedule,
click OK.
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Typically, you run the task as part of a batch.
Select Batch processing, and then, in the Batch group field, select a group.
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Click Alerts, and then select the alerts to
receive. You can receive alerts when a batch job ends, is canceled, or raises
an error. You can also select to receive other types of alerts as pop-ups. When
you have finished, click OK.
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When you have finished configuring the sync
group, click OK.
For More detail please visit: https://technet.microsoft.com/en-us/library/dn720449.aspx
