Configure the Microsoft Dynamics AX Environment for Companion Apps

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Transcript of Configure the Microsoft Dynamics AX Environment for Companion Apps

  • Microsoft Dynamics

    AX 2012

    Configure the Microsoft

    Dynamics AX environment for companion apps

    White Paper

    January 2014

    www.microsoft.com/dynamics/ax

    Send suggestions and comments about this document to adocs@microsoft.com. Please include the title with your

    feedback.

  • 2 CONFIGURE THE MICROSOFT DYNAMICS AX ENVIRONMENT FOR COMPANION APPS

    Table of Contents

    Introduction ................................................................................................ 4

    Prerequisites ............................................................................................... 5

    Create a new Windows Azure Service Bus namespace ................................ 6

    Configure an Active Directory Federation Service for authentication .......... 9 Enable the endpoint .............................................................................................................. 9 Add/Configure the token signing certificate .............................................................................10

    Ensure that the token signing certificate is linked to a trusted root in the Federation Service and is

    issued by an enterprise certification authority....................................................................... 11 Obtain the thumbprint of the X.509 token signing certificate (digital signature) ........................ 11

    Verify claim descriptions .......................................................................................................14 Add the trust relationship and claim rule .................................................................................15 Save the AD FS FederationMetadata.xml file ...........................................................................22

    Configuring the Access Control Service ..................................................... 23 Add and configure the identity provider ..................................................................................24 Configure the relying party applications ..................................................................................26 Configure rule groups ...........................................................................................................27

    Add a claim rule for the identity provider ............................................................................. 28

    Update the relying party federation metadata .......................................... 30

    Configuring the on-premises server for Companion apps .......................... 31 Install the required hotfixes for Microsoft Dynamics AX 2012 R2 ................................................31 Install Microsoft Dynamics AX Connector for Mobile Applications ................................................31

    To install the Microsoft Dynamics AX Connector for Mobile Applications ................................... 32

    Configuring the Windows 8 or mobile phone applications ......................... 38

    Appendix 1: Configuring the Approvals app .............................................. 39 Viewing recent approval items ...............................................................................................39 Configuring the Approvals app ...............................................................................................39 Configuring the tiles .............................................................................................................41 Configuring the Overview tab ................................................................................................42 Adding reports .....................................................................................................................42 Using Microsoft Lync integration ............................................................................................43

    Appendix 2: Windows Phone 8 .................................................................. 44

    Appendix 3: Microsoft Dynamics Business Analyzer .................................. 45 Install and Configure Business Analyzer ..................................................................................46 Optional: Configure Management Reporter ..............................................................................47

    Add a trust relationship and claim rule for Business Analyzer with Management Reporter .......... 47 Configure settings and update the database schema for Management Reporter ........................ 51 Install required Management Reporter hotfixes ..................................................................... 53

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    CONFIGURE THE MICROSOFT DYNAMICS AX ENVIRONMENT FOR COMPANION APPS

  • 4 CONFIGURE THE MICROSOFT DYNAMICS AX ENVIRONMENT FOR COMPANION APPS

    Introduction

    This paper describes how to configure an environment that is running Microsoft Dynamics AX 2012, so that users can use the Microsoft Dynamics AX companion apps. For a list of the companion apps that are available, see http://go.microsoft.com/fwlink/?LinkId=335790.

    In order for the companion apps to interact with Microsoft Dynamics AX 2012, you must configure the following components:

    Active Directory Federation Services (AD FS) AD FS works with an organizations instance of Active Directory Domain Services to authenticate users of the mobile phone

    application. Users are authenticated based on credentials that are sent by the mobile phone application. Upon successful authentication, AD FS returns a token to the mobile phone

    application.

    Companion app The companion app allows a user to capture a transaction. It then authenticates the user and sends the message.

    Windows Azure Active Directory Access Control (also known as Access Control

    Service or ACS) A Windows Azure Service Bus, which is an ACS managed namespace, enables the companion app to send a message to Microsoft Dynamics AX (which resides on-premises). ACS provides the authentication that is necessary to send a message via the Service Bus service.

    Microsoft Dynamics AX Connector for Mobile Applications The connector listens for messages sent via the Service Bus, authenticates the sender of the message, and then sends the message to the Microsoft Dynamics AX 2012 instance.

    Microsoft Dynamics AX 2012 The Microsoft Dynamics AX 2012 instance receives messages originally sent from the companion application. It stores the messages as

    transactions that are available to the user (for example, the user will see expense transactions that are captured via the users mobile phone in the Dynamics AX system).

    For information about configuring specific companion apps, refer to the appendix of this white paper.

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    CONFIGURE THE MICROSOFT DYNAMICS AX ENVIRONMENT FOR COMPANION APPS

    The following diagram shows these components and the flows among them.

    Figure 1: Required Microsoft components and configurations for Microsoft Dynamics AX mobile apps

    Prerequisites

    Before you can configure the Microsoft Dynamics AX environment for companion apps, you must complete the following prerequisites:

    Set up and configure the Active Directory server:

    The Active Directory server and domain controller should have been set up during the installation and configuration of Microsoft Dynamics AX 2012.

    Install Active Directory Federation Services. You can download the Active Directory Federation Services 2.0 RTW from http://www.microsoft.com/en-us/download/details.aspx?id=10909.

    Configure Microsoft Dynamics AX 2012:

    Configure users for Microsoft Dynamics AX 2012.

    Configure Expense management.

    Configure Time management.

    Configure Human resources.

    Configure a Windows Azure account. For more information, see

    http://www.windowsazure.com.

  • 6 CONFIGURE THE MICROSOFT DYNAMICS AX ENVIRONMENT FOR COMPANION APPS

    Create a new Windows Azure Service Bus namespace

    After you have set up a Windows Azure account, open the Windows Azure Management Portal at https://windows.azure.com/default.aspx.

    For more information about the Windows Azure Service Bus, see http://msdn.microsoft.com/en-us/library/windowsazure/ee732537.aspx.

    1. Go to your Windows Azure dashboard.

    2. In the left navigation pane, click Service Bus.

    Figure 2: Service Bus page on the Windows Azure dashboard

    3. On the Action Pane, click Create to create a new Service Bus namespace.

    Figure 3: Create new Service Bus page

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    CONFIGURE THE MICROSOFT DYNAMICS AX ENVIRONMENT FOR COMPANION APPS

    4. In the Namespace name field, enter a name for your namespace, such as contosomobile, and select your region, as shown in the following screen shot.

    Figure 4: Add new namespace dialog box

    This namespace is used to reference the Service Bus and the Access Control Service that is tied to the Service Bus.

    5. Click OK to create the namespace.

    6. Select the Service Bus namespace. Then click Connection Information on the Action Pane to view the default issuer and default key.

    Figure 5: Default issues and default Access key

  • 8 CONFIGURE THE MICROSOFT DYNAMICS AX ENVIRONMENT FOR COMPANION APPS

    7. When the Access key form opens, click the Copy button to copy the 256-bit default key.

    Figure 6: Access key dialog box

    The default issuer and the 256-bit secret default key are used when you configure the Microsoft

    Dynamics AX Connector for Mobile Applications service that is deployed on the server. For more details, see the Setting up the Microsoft Dynamics AX Connector for Mobile Applications service section.