Transcript Microsoft Dynamics AX: Data management

Migration
Archive
Integration
Expansion
MDM
Integration
Copy
Data
Migration
Import
Export
Compare
Entity
Configure
Source
Microsoft Dynamics AX
Staging
Target
DIXF Service
Entity types – entity, flat
table, composite
Sources – File, AX, ODBC
Folder support
Mapper control
Service Interface
Enterprise data aware
Parallel executing – Task
bundling
Custom Entity Wizard
Incremental runs UPSERT
Compare and Copy
Role-based security and
privacy
Number sequences,
default value, etc.
BI-Analysis services
Reporting Services
Project Server
Integration
Workflow
Enterprise Portal
Batch settings
Document
Management
AIF
Email Parameters
System Service
Accounts
Number Sequences
Migration
Integration
Archive
Expansion
Migration
Archive
Integration
Expansion
Regional Site 1
Central data store
(SQL MDS)
Contoso HQ
Regional Site 2
Regional Site 3
Data
synchronization by
leveraging SQL
MDS
AX and non-AX
systems as spoke
Single/multimaster
modes
Central conflict
management
Policy-based
selective
synchronization
First step towards
holistic data
governance
AX 1
SQL MDS
1. Change
tracking
Customer Entity
2. Push
Data sync
batch job
Customer Address
Entity
Data Import/Export
Customer MDS entity
Customer entity
subscription view
4. Invoke
import
job
import job
AX 2
Change tracking
and conflict
detection
staging
Non – AX
system
MDM UX
MDM Client
Configuration
UX
MDM
Provisioning
UX
MDM
Capabilities supported out of box
• AX to AX master data mgmt. enabled
through configuration
• Most requested entities enabled for MDM customers, vendors, employees, global
address book, product
• Automatic conflict detection and manual
conflict resolution
• Selective data synchronization during
push/pull
Possible with
customization
Dependencies
• Possible to do MDM
between AX and non-AX
systems with adapter
development
• Hub requires SQL
Server 2012 MDS
feature (Enterprise SKU
only)
• Existing DIXF entities or new
ones could be enabled for
MDM with minor
customizations
• Available in Microsoft
Dynamics AX 2012 R3
• Support extended to
Microsoft Dynamics AX
2012 R2
Create/
modify
Read
only
SQL MDS
Push/Pull
Customers
Push/Pull
MDS
Products
Multimaster
Single
master
AX Instance 2
AX Instance 1
Customers
Customers
Products
Push/Pull
Pull Only
Products
Single Master
Multimaster
• Only one instance is allowed to
write to MDS
• Any instance is allowed to create/modify
records
• All other instances are read only.
MDS records overwrite any
changes in other instances.
• Conflicts are automatically detected in MDS at
record level
• Mode can be defined at entity
level
• Enforce by customizing security
and defined business process
• Conflict resolution is done manually by data
stewards using MDS excel add-in
Plan and strategize
• Identify topology and data assets that you would like
to share across your organizations
Define business process
• Define clear processes on how and who creates and
manages data
Deploy MDM components
• Deploy MDM components, MDS, and provision AX
entities
Choose single/multimaster
mode
• Depending on your business need, choose single or
multimaster modes
Configure additional
capabilities
• Configure selective synchronization, schedule, and
conflict management alerts
Migration
Archive
Integration
Expansion
Intelligent Data Mgmt Framework console and service
Microsoft Dynamics AX
Application Object
Server
Microsoft
Dynamics AX
database
SSIS packages
Management
Database
Replica
Database
Microsoft SQL Server
Archive
Database
Alerts and e-mail (SMTP)
SSIS runtime
Exceptions and logging
Business
Connector
Distributed Transactions Coordinator
(DTC)
Microsoft
Dynamics
AX
Windows
client
Component
State
Purpose
AX Install Xref
Tables and Table relations
need to be complete
Populate XREF for all tables
and relations as a basis for
the data model generation
PostInstallSetup.exe
Needs to run to completion
Extend Xref with necessary
information
• Discover
• Plan
• Execute
SalesParmTable
SalesParmLine
SalesParmSubTable
SalesParmSubLine
PURGE_360
SalesParmUpdate
PURGE_361
PURGE_1293
PURGE_1549
PURGE_1428
AX Archive
Service
Move Inactive Data to Archive
Inactive
Active
Active
Inactive
Reference
Data Type
Active
Database
Replicate Reference
Data
Empty
Database
Reference
Archive
Database
Mode
Frequency
Reference Data
Copy
Customer Configurable – Smart model to copy whole
tables when change occurs
Inactive Data tied to
Financials
Move
Customer configures move after Fiscal Year Close. No
System Downtime
Inactive data tied to
Business events
Move
Customer Configures on time or triggered by event –
clean up quotes after campaign end date or BOM
Price recalculations once quarter is closed
FY
2012
FY
2013
FY
2014
2012*
2011
2010
2009
2013*
2012
2011
2014*
2013
2008
2012
Migration
Archive
Integration
Expansion
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