From the Dynamics AX Solution

Requirements

  • Data Hub v8 or later

  • Dynamics AX 2009 or 2012 (R1 - R3)

Dynamics AX 2009

Create a new data model

Click New resource > Model.

Select source

  1. Under Apps (On-prem) select Dynamics AX 2009.

  2. Click Deploy on the Dynamics AX 2009 entry tagged Model.

  3. Complete the following fields:

    • Data Gateway

      Leave this set to None unless you are using a Data Gateway.

    • AX Server

      Use the server name if the Dynamics AX server is on the same network as the ZAP Data Hub server. Otherwise, a fully-qualified domain name is required.

    • AX Server WSDL Port

      Specify the port number used by the AX WSDL service. The default setting is 8101.

    • AX AOS TCI/IP Port

      Specify the business connector port used by the AX server.

    • User Name

    • Password

    • Caption Language

      Select the language used to display user-friendly descriptions for elements stored by Dynamics AX.

  4. Click the Detect Source Connection Details button. Data Hub automatically populates the Server and Database settings in the Source Connection group.

  5. Click Test Connection.

  6. Click Next.

  7. Specify which entities to include for analysis by selecting or clearing the check box beside the entity names.

  8. Select the Primary Company check box for the primary entity (if there is more than one entity).

  9. Click Next.

Create model

To deploy the data model provided by the Solution, complete the following fields:

Model Name

Enter a name for the new data model.

Model Location

Click Browse and select a root directory for data model using the Select Folder pop-up window. New folders can be created by right-clicking on existing folders and selecting New Folder.

Model Server

Select an existing Model Server to use for this Data Model, or select Create new model server to open a New Model Server tab.

Model Database Name

Enter a name for the data warehouse table to be stored in Microsoft SQL Server. If the Model Database Name is already in use, attempting to create the model will not proceed until the Model Database Name is changed or Ownership of the existing table is changed.

Deploy Analytics

When checked, analytics provided by the Solution are deployed during model creation. When cleared, analytics will not be deployed during module creation and will need to be deployed later from the model task pane

Modules

Select the pre-packaged modules to be deployed for this data model.

Once the model is configured, click Create Model. The model creation process takes several minutes.

Configure calendars
  1. Select from the four calendars provided:

    Note

    All four calendars start on January 1 by default. This can be changed using the calendar pane.

    1. Calendar YQMD - Calendar: Year, Quarter, Month, Day

    2. Calendar YWD - Calendar: Year, Week, Day

    3. Fiscal YQMD - Calendar: Year, Quarter, Month, Day

    4. Fiscal YWD - Calendar: Year, Week, Day

  2. Click Finish.

Dynamics AX 2012

Create a new data model

Click New Resource > Model.

Select source

  1. Under Apps (On-prem) select Dynamics AX 2012.

  2. Depending on your version of Dynamics AX 2012, click Deploy for either R1 or R2.

  3. Complete the following fields:

    • Data Gateway

      Leave this set to None unless you are using a Data Gateway.

    • AX Server

      Use the server name if the Dynamics AX server is on the same network as the ZAP Data Hub server. Otherwise, a fully-qualified domain name is required.

    • AX Server WSDL Port

      Specify the port number used by the AX WSDL service. The default setting is 8101.

    • AX AOS TCI/IP Port

      Specify the business connector port used by the AX server.

    • User Name

    • Password

    • Caption Language

      Select the language used to display user-friendly descriptions for elements stored by Dynamics AX.

  4. Click Detect Source Connection Details. Data Hub automatically populates Server and Database settings in the Source Connection group.

  5. Click Test Connection.

  6. Click Next.

  7. Specify which entities to include for analysis by selecting or clearing the check box beside the entity names.

  8. Select the Primary Company check box for the primary entity (if there is more than one entity).

  9. Click Next.

Create model

To deploy the data model provided by the Solution, complete the following fields:

Model name

Enter a name for the new data model.

Model location

Click Browse and select a root directory for data model using the Select Folder pop-up window. New folders can be created by right-clicking on existing folders and selecting New Folder.

Model server

Select an existing Model Server to use for this Data Model, or select Create new model server to open a New Model Server tab.

Model database name

Enter a name for the data warehouse table to be stored in Microsoft SQL Server. If the Model Database Name is already in use, attempting to create the model will not proceed until the Model Database Name is changed or Ownership of the existing table is changed as described in Resolving Cube and Warehouse Usage Conflicts in the Model Wizard.

Deploy analytics

When checked, analytics provided by the Solution are deployed during model creation. When cleared, analytics will not be deployed during module creation and will need to be deployed later from the model task panel.

Modules

Select the pre-packaged modules to be deployed for this data model.

Once the model is configured, click Create Model. The model creation process takes several minutes.

Configure calendars
  1. Select from the four calendars provided:

    Note

    All four calendars start on January 1 by default. This can be changed using the calendar pane.

    1. Calendar YQMD - Calendar: Year, Quarter, Month, Day

    2. Calendar YWD - Calendar: Year, Week, Day

    3. Fiscal YQMD - Calendar: Year, Quarter, Month, Day

    4. Fiscal YWD - Calendar: Year, Week, Day

  2. Click Finish.

Configure a Dynamics AX solution

Once a model is created you will need to perform some post-configuration steps. The number of post configuration steps will vary based on your model.

  • Process the cube. This step is necessary before accessing the included analytics. Although the importing of the analytics is automatic and occurs during the model creation process (in the wizard), the analytics cannot be deployed until the model is processed.

  • (optional) Deploy calculated members to implement a chart of accounts based on AX totaling ranges using the ➕ Deploy Chart of Accounts Analytics button in the model's Properties pane. This feature is useful if the account types dimension is not configured in Dynamics AX (meaning the standard accounts calculations provided with the solution will be inaccurate) or if you need to create financial reports based on specific accounts or account ranges from Dynamics AX.

Note

If + Deploy Analytics is grayed-out the analytics have already been deployed.