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Create a new model from a Dynamics 365 Finance and Operations solution

Requirements

  • Data Hub v8 or later.

  • Microsoft Dynamics 365 Finance & Operations.

Create a new data model

Click New resource > Model.

Select source

  1. Under the Apps (API) section, select Microsoft Dynamics 365 Finance & Operations.

  2. From the source type pop-up, click Deploy on the Microsoft Dynamics 365 Finance & Operations entry tagged Model.

Connect

Set up the connection between Data Hub and Microsoft Dynamics 365 Finance & Operations as shown below.

  1. Complete the following fields:

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

    2. Server - Use the server name if the Microsoft Dynamics 365 Finance & Operations server is on the same network as the Data Hub server. Otherwise, a fully qualified domain name (FQDN) is required.

    3. User Name - Enter the user name of a user with access to the Microsoft Dynamics 365 Finance & Operations instance. The user name provided may require the domain name (such as domain\user) or a User Principal Name format (user@fully-qualified_domain_name).

    4. Password - Enter the password for the provided user name.

    5. Application Client ID (Azure AD) - The ID for the Data Hub application that lets it authenticate with Azure Active Directory. The Client ID may be copied from the application's dashboard in the Azure management console and pasted into this box.

    6. Caption Language - Select the language used to display user-friendly descriptions for elements stored by Microsoft Dynamics 365 Finance & Operations.

  2. In the Source Connection section, use the Read from database directly check box to specify the database connection behavior.

    1. When this check box is selected, the data source will read the corresponding Microsoft Dynamics 365 Finance & Operations database directly.

    2. When this check box is cleared, the data source will use the Data Hub service to connect to the database.

  3. If the Read from database directly option has been selected, additional configuration is required:

    1. Click the Detect Source Connection Details button.

    2. Data Hub automatically detects and populates the Server and Database settings in Source Connection group.

      Note

      For this functionality to work correctly, the Microsoft Dynamics 365 Finance & Operations .NET Business Connector must be installed.

      Use the server name if the Microsoft Dynamics 365 Finance & Operations server is on the same network as the Data Hub server. Otherwise, a fully qualified domain name(FQDN) is required.

      Note

      If the server hosts multiple instances, use the syntax ServerName\InstanceName.

    3. Authentication - Depending on how your instance of Microsoft Dynamics 365 Finance & Operations is configured, authentication credentials are provided by either:

    4. Windows login - Use a Windows user name and password. Active Domain credentials are also accepted.

    5. SQL Server login - Use a SQL Server user name and password.

    6. User Name - Enter the user name of a user with access to the SYSPRO instance. The user name provided may require the domain name (such as domain\user) or a User Principal Name format (user@fully-qualified_domain_name).

    7. Password - Enter the password for the provided user name.

    8. Database - Type the Microsoft Dynamics 365 Finance & Operations database name or select the database from the drop-down list.

  4. Click Test Connection to verify that ZAP Data Hub can connect to the Microsoft Dynamics 365 Finance & Operations database with the credentials provided.

  5. Click Next.

Configure source

  1. To specify which entities (or companies) should be available for analysis in Data Hub:

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

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

  2. Click Next.

Create model

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

    1. Model Name - Enter a name for the new data model.

    2. 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.

    3. 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.

    4. 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.

    5. 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.

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

  2. Once the model is configured, click Create Model.

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.

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