MDM
Development Setup and Configuration and Troubleshooting
1.
All the
user account which part of MDM integration is should have been grant with
following permissions,
a.
MDS
Service Account in computer management
b.
Should be
an LogOn user to MDS Database
c.
MDS
Database user should have the membership mdm_exec and axmdm_exec permission
should be checked
d.
MDS
Database user should have the Owned schema are mdm,stg,mdq,dqs
e.
Users
should be added to MDS site user with Super user permissions.
2.
All the
MDM Database should be associated with an IIS site under Default website, so
you verify the same by looking into the web config of the respective MDS IIS
site where the MDS Database is configuring to connect between IIS site and MDS
Database.
3.
We need to
make sure that MDS IIS site is up and running and the user have enough
privilege to access the same by browsing the site from IIS. Basically you can
verify the permission once you open the MDS site you can see all the feature
like System Administration, Integration Management and User Group Permission
etc.
4.
Log on to
AX machine and open the Dynamics AX Management shell and execute the following
command,
a.
Syntax: Set-AXMasterDataManagementMDSSetup
–MDSServerName -MDSDatabase
Eg: Set-AXMasterDataManagementMDSSetup –MDSServerName dBI04 -MDSDatabase
MDS
5.
Open the
Dynamics AX client and make sure that the License configuration has been
enabled for the MDM in the following path,
a.
System
Administration->License Configuration->Data Import and Export -> MDM
6.
In Dynamics
AX client, go to Data Import and Export Menu under Master Data Management select
Configure MDM with following parameters,
a.
Server :
MDM Database server name Eg: DBI04
b.
Repository
: MDM Database Eg: MDS
c.
Service
URL : Basically you can find this under MDM IIS site-> Services->
Service.svc and click on browse. Copy the same URL and paste it here.
d.
Click on
Test configuration -> If user has all permission the connection should be
succeeded.
7.
In
Dynamics AX client, go to Publish Entities and Click on Create schema by
selecting the required entity, this will basically create the schema in MDS
site with new Model and Entity and you can verify the same by looking in to the
MDS site. Basically, publishing the entities required Schema permission as I
have mentioned above in point 1. Once the Entity schema is created in MDS site,
the InMDS checkbox will be checked in the Publish entity form.
8.
In
Dynamics AX client, go to Manage Synchronous and create new Sync group. Go to entities Only
published entities will be displayed in lookup, choose the required entity and
save. Go to Settings and configure the Push and Pull operation. Finally click
on New Schedule and Run the Sync either by batch or normally based on the Push
and Pull configuration it sync the data to MDS. Once the sync is completed
we’ll get info about the record count that is synced From and To MDS site.
Configuring Customer Interface
Assumption: AOS1 and
AOS2 – Customer synchronous through MDM via MDS service. Let’s say AOS1 is the
Source and AOS2 is the Destination.
By Default, Microsoft
Dynamics AX 2012 R3 system contains out of BOX MDM entities they are,
1.
Customer
2.
Vendor
3.
Product
4.
Party
5.
Employee
This section describes
about How to configure the standard out of box Customer Interface Sync between
two different AOS system using MDS service.
1.
Open AOS1
environment and Dynamics AX client.
2.
Click on
Publish Entities under MDM section under DIXF.
3.
Select
Customer entity and click on Create Schema. Basically, it requires the
following schema owner for the mds_schema_user user,
a.
mdm
b.
stg
c.
mdq
d.
dqs
4.
Once the entity is published, we’ll get info
saying that the “Entity is published successfully” and you can verify the same
by looking into the entity in MDS site with same entity name and Model.
5.
Click on
Manage Synchronization menu and Click on New to create new Sync group.
6.
After
creating Sync group, click on Entity on the respective Sync group, all the
Published entities will be displayed in the lookup. Select the Customer entity
in the lookup and save the same.
7.
After the
selecting the entity, click on settings and select the Synchronization Type, it
should Push and Pull.
8.
Open AOS2
environment and Dynamics AX client.
9.
AOS2
environment should also be configured with same MDS server where the AOS1
system is connected.
10.
Once you
click on Publish entities menu, you can see that the Customer entity is already
Synced with checkbox InMDS is true, it says that already Customer entity is
published.
11.
Click on
Manage Synchronization menu and Click on New to create new Sync group.
12.
After
creating Sync group, click on Entity on the respective Sync group, all the
Published entities will be displayed in the lookup. Select the Customer entity
in the lookup and save the same.
13.
After the
selecting the entity, click on settings and select the Synchronization Type, it
should be Pull.
14.
Click on
New Schedule on the Sync Group and setup the Batch JOB
15.
Go to AOS1
machine and click on New Schedule on the Sync Group and setup the Batch JOB.
Important Links for
the references:
