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How to: Configure SQL Server Integration Services Package for Microsoft Dynamics AX

Mobile Sales includes a Microsoft SQL Server Integration Services (SSIS) package to extract a subset of data from the Microsoft Dynamics AX database and load it to the mobile staging database. Mobile devices can then synchronize with the mobile staging database to retrieve the latest data. For more information about Microsoft SQL Server Integration Services in Microsoft Dynamics Mobile - Server Components, see Implementing SQL Server Integration Services (SSIS).

NoteNote

If you change the mobile staging database, you can modify the SSIS package by using Microsoft SQL Server Business Intelligence Development Studio, which installs with Microsoft SQL Server Integration Services.

Before running the SSIS package, which is provided with Mobile Sales, you must complete the following procedures, as described in this topic:

To prepare to install the Microsoft SQL Server Integration Services Package

  1. Ensure that image files in Microsoft Dynamics AX are located in the Microsoft Dynamics AX database to properly display pictures and images on the mobile application.

    To set up the database location for the image files in Microsoft Dynamics AX, use the following steps:

    1. In Microsoft Dynamics AX, in the Basic menu, click Setup, click Document management, and then click Document types.

    2. On the Overview tab, in the Type field, click File.

    3. On the General tab, in the Setup section, set File Location to Database.

  2. Verify the following:

    1. The mobile staging database requirements are met. For more information, see Mobile Staging Database and SQL Server Integration Services Prerequisites.

    2. The mobile staging database is created. For more information, see How to: Create the Mobile Staging Database, Database Objects, and the Mobile Staging Publication for Mobile Sales and Configuring the Mobile Staging Database and SQL Server Replication.

  3. Ensure that Microsoft Dynamics AX has been updated with the necessary tables. For more information, see Installing Microsoft Dynamics AX Integration.

Installing the SSIS Package

The SSIS package can be installed on and run from any server or computer that has a network connection to the mobile staging database and the Microsoft Dynamics AX company database. The server or computer must include the following:

  • Microsoft SQL Server 2005 Standard Edition or Microsoft SQL Server 2008, including Client Components and SQL Server Management Studio, Replication services, and Integration Services (SSIS).

  • One of the following operating systems:

    • Microsoft Windows 2000 Server with Service Pack (SP) 4 or later

    • Windows 2000 Professional Edition with SP 4 or later

    • Windows XP with SP 2 or later

    • Windows Server 2003 Enterprise Edition, Standard Edition, or Datacenter Edition with SP 1 or later

    • Windows Server 2008, 32 or 64 bit

    • Windows Small Business Server 2003 with SP 1 or later

To install the SSIS package

  1. On the computer where Mobile Sales is installed, use the following steps to locate the folder that contains the SSIS package file for your Microsoft Dynamics AX version.

    1. Click Start, and then point to All Programs.

    2. Point to Microsoft Dynamics Mobile, and then click Folder Overview.

      This opens the folder in which you installed the Microsoft Dynamics Mobile - Device Components files. The default location is C:\Program Files\Microsoft Dynamics Mobile.

    3. Depending on your Microsoft Dynamics AX version and SQL Server version, open one of the following folders.

      Microsoft Dynamics AX version SQL Server Folder

      Microsoft Dynamics AX 4.0

      SQL Server 2005

      Solutions\Microsoft Dynamics AX 4.0 SP2\Mobile Sales\Server\Staging Database\SSIS 2005

      Microsoft Dynamics AX 4.0

      SQL Server 2008

      Solutions\Microsoft Dynamics AX 4.0 SP2\Mobile Sales\Server\Staging Database\SSIS 2008

      Microsoft Dynamics AX 2009

      SQL Server 2005

      Solutions\Microsoft Dynamics AX 2009 SP1\Mobile Sales\Server\Staging Database\SSIS 2005

      Microsoft Dynamics AX 2009

      SQL Server 2008

      Solutions\Microsoft Dynamics AX 2009 SP1\Mobile Sales\Server\Staging Database\SSIS 2008

  2. Copy the following files to the server or computer that will run the SSIS package:

    • Mobile Sales-AX4-Package.dtsx or Mobile Sales-AX2009-Package.dtsx

      Required for Microsoft Dynamics AX.

    • Mobile Sales-AX4.dtsConfig or Mobile Sales-AX2009.dtsConfig

      Required if you use a Microsoft Dynamics AX company account other than DMO.

Configuring the Microsoft Dynamics AX Company Account

The SSIS package extracts data from a specific company account in Microsoft Dynamics AX. The Microsoft Dynamics AX company account is defined in the SSIS configuration file called Mobile Sales-AX4.dtsConfig (for Microsoft Dynamics AX 4.0) or Mobile Sales-AX2009.dtsConfig (for Microsoft Dynamics AX 2009).

By default, the .dtsConfig files are set to the DMO company account. If this is the account that you choose to use, no additional configuration is required and you can ignore the following procedure.

The file must be set up to run the SSIS package. For more information, see How to: Run the SSIS Package to Update the Mobile Staging Database.

To change the company account in the Mobile Sales-AX.dtsConfig file

  1. Open the .dtsConfig file in a text editor, such as NotePad.

  2. In the <ConfiguredValue>DMO</ConfiguredValue> element, change the company account name from DMO to the company account that you are using.

    <DTSConfiguration>
      <DTSConfigurationHeading>
        <DTSConfigurationFileInfo GeneratedBy="" GeneratedFromPackageName="Mobile-Sales-AX4-Package" GeneratedFromPackageID="{A8097A1D-895D-4DA7-8AE1-0A3E745B66B4}" GeneratedDate="30-06-2007 12:00:00"/>
      </DTSConfigurationHeading>
      <Configuration ConfiguredType="Property" Path="\Package.Variables[User::AXCompanyAccount].Properties[Value]" ValueType="String">
        <ConfiguredValue>DMO</ConfiguredValue>
      </Configuration>
    </DTSConfiguration>
    
  3. Save the file.

You can now run the SSIS package. For more information, see How to: Run the SSIS Package to Update the Mobile Staging Database.

Security

Microsoft Dynamics AX supports record level security, but this is not automatically supported by Mobile Sales. If record level security is implemented in the Microsoft Dynamics AX installation, you must add rules to the publication filters in the mobile staging database. Alternatively, to restrict access for all mobile users, you can filter records in the Microsoft SQL Server Integration Services package for Mobile Sales.

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