Dynamics AX Retail Online Store

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The document provides collection of material that will help you setup AX2012 Retail online store.

Transcript of Dynamics AX Retail Online Store

  • Table Of ContentsChapter 1

    Install an online store (e-commerce)Install multiple online storesSet up and configure an online storeBulk edit attributes in Microsoft ExcelGetting started with customizing the Retail online sample storeArchitecture of the online storeOnline store publishing architecturePlan for an online storeQuick Guide: How to customize an online storeSet up and configure refinersCustomize master pagesCustomize page layoutsCustomize the appearance and behavior of site pagesCascading style sheet (CSS) files for Retail online storeCustomize the functionality of an online storeCustomize display templates for an online storeDebug X++ Code for RetailDebug code in a Retail online sample storeUpdate the Publishing Job ConfigurationCreate a URL for search engine optimization (SEO) in a Retail online storeComponents of the Retail online sample storeAuthenticating users in Retail online sample storesWalkthrough: Extending the database schemaWalkthrough: Extending the Retail online sample storeWalkthrough: Adding Properties to a Sales OrderRetail online sample store reference

  • Install a Retail online store (e-commerce) [AX 2012]Updated: November 20, 2014

    Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

    This topic describes how to install a Microsoft Dynamics AX Retail online store. The Retail online store is also called the Microsoft Dynamics AX e-commerce store. This topic includes procedures forsingle server and server farm deployments. You can install the online store by using Setup.exe or by using Windows PowerShell scripts. Both options are described in this topic. After you complete theinstallation procedures described in this topic, a starter store is deployed in your computing environment. You can then configure, customize, and rebrand the starter store to meet your needs.

    This topic includes the following sections.

    Before you begin

    Install the Retail online store by using Setup

    Deploy the Retail online store by using Windows PowerShell

    Next steps for developers

    Uninstall an online store

    Before you begin

    You must complete the following tasks before you deploy the Microsoft Dynamics AX Retail online store.

    Task Details

    Verify that your computingenvironment meets all systemrequirements

    Verify that the SharePoint server(s) that will host the Retail online store meet the following requirements: 16 GB of RAM recommended; 10 GB ofRAM and 4 processors, minimum.Verify that the SQL server is not running SQL Express. The retail online store is not supported with SQL Express.

    For more information about system requirements, see Hardware and software requirements.

    Install URL Rewrite Verify that you installed the URL Rewrite Module 2.0 (64-bit) on each SharePoint server.

    Deploy and configure SharePointDeploy and configure SharePoint Server 2013 Service Pack 1 or later (Enterprise edition). For more information, see Overview of SharePoint 2013installation and configurationDownload and install all cumulative updates for SharePoint Server 2013. To improve update installation times, use the PowerShell script describedin this MSDN blog.

    Verify that Microsoft Dynamics AX andall updates are installed in yourcomputing environment

    Install Microsoft Dynamics AX 2012Apply updates and hotfixes

    Verify that Microsoft Dynamics AXRetail features are installed in yourcomputing environment

    You must install the following Retail features:

    Retail headquartersCommerce Data Exchange componentsRetail SDKRetail channel database

    For more information, see Install retail components

    Prepare the developer environment Set up the development environment for a Retail online store

    Verify that SharePoint applicationpools are running in IIS

    Verify that all SharePoint application pools are running in IIS Manager.

    Important

    If the SharePoint Web Services Root application pool is stopped, you must start it.

    Verify that required SharePoint servicesare running

    In SharePoint Central Administration, click Application Management > Service Applications > Manage Services on Server and verify that, at aminimum, the following services are running:

    Central AdministrationManaged Metadata Web ServiceMicrosoft SharePoint Foundation Workflow Timer ServiceMicrosoft SharePoint Foundation Web ApplicationSearch Host Controller ServiceSearch Query and Site Settings ServiceSharePoint Server Search

    Verify role requirementsIf you did not install and configure Microsoft Dynamics AX, verify that you are a member of the system administrator role in Microsoft DynamicsAX.If you did not install and configure SharePoint, verify that you are a member of the farm administrator role in SharePoint and that you haveadministrator access to each site collection in the farm.If you did not install and configure Microsoft SQL Server, Microsoft Dynamics AX, or SharePoint, verify that you are a member of the sysadminrole on the Microsoft Dynamics AX databases and all SharePoint databases.

    Create domain user accounts Verify or create the following domain accounts. You will specify these accounts when you deploy the Retail online store later in this topic.

    Product Catalog Web App Pool User: This account must be a member of the SharePoint Farm Administrators group so that it can editproperties in the root web site. This account will be specified later in this topic.

  • StoreFront Web App Pool User: This account must be a member of the SharePoint Farm Administrators group so that it can edit properties inthe root web site. This account will be specified later in this topic.STS Web App Pool User: This account must be a member of the SharePoint Farm Administrators group so that it can edit properties in the rootweb site. This account was specified when you installed SharePoint. It is the account under which the Security Token Service application pool runsin IIS Manager.Retail Job User: This account was specified when you installed SharePoint. It is the account under which the SharePoint Timer Service runs.

    Acquire Secure Sockets Layer (SSL)certificates

    Encryption settings: The Retail store publishing portal uses SSL encryption. For production environments, you must register your domain and obtain avalid, registered SSL certificate from a provider. For developer and evaluation environments, you can use a self-signed certificate. For information abouthow to work with certificates see Certificate Overview.

    Verify SQLCMD utility The SQLCMD utility is required to install the Retail online store. This utility is typically installed with Microsoft SQL Server. If a version of SQL Server is notinstalled on the computer where you install the online store, you can download and install Microsoft Command Line Utilities 11 for SQL Server to meetthis requirement.

    Verify warehouse requirement You cannot configure a Microsoft Dynamics AX Retail store (online store or brick-and-mortar store) to use a warehouse that is managed by theWarehouse Management module. The module was introduced in AX 2012 R3. You can configure a Retail online store to use a warehouse that ismanaged by the Inventory Management module.

    Verify SharePoint Managed Metadata connection properties

    You must verify that the SharePoint Managed Metadata connection required options are enabled.

    1. In SharePoint Central Administration, under Application Management, click Manage service applications.

    2. Highlight the Managed Metadata Service Connection row and then click Properties.

    3. Verify that the following options are selected.

    4. Save your changes.

    5. If you are installing Microsoft Dynamics AX 2012 R3 Cumulative Update 8, you must also complete the following steps:

    a. In Central Administration, under Application Management, click Manage Service Applications.

    b. Click Managed Metadata Service.

    c. In the Term Store Management tool, add the user name in the Term Store Administrators field. Ensure that the user name is the same as the service account for SharePoint TimerService.

    d. Click Check Names, and then click Save.

    Prepare your developer environment for signing updated source code

    After you install the online store as described in this topic, you will be ready to customize the store you deployed. The process of customizing the Retail online store requires that you recompilethe source code in the Visual Studio projects. After you recompile, the fully-qualified name of the rebuilt assemblies will be different than the assemblies originally provide by Microsoft. Before youcan recompile the assemblies, you must provide a code signing key file (also called a strong name key file) to sign the customized code. If your business has a code signing key file (.snk file), youcan reuse this file. If you do not have a code signing key file, Visual Studio can create one for you. You must create a new project and enable code signing. Then, create a second project thatreferences the .dll of the output of the first project. You can locate the thumbprint in the assembly reference of the .csproj file in the second project. When you have the .snk file, you must do thefollowing:

  • 1. Save the file in the Retail SDK folder and give it a name Name.snk.

    2. Edit the UpdateAssemblyIdentities.ps1 file in the Retail SDK folder. You must update the version number and the thumbprint of the key file (lines 97, 98).

    3. Update the source code to use the strong name certificate by executing the UpdateAssemblyIdentities.ps1 script. This script can take several minutes to complete.

    Additional steps and recommendations for developers are described in the Next steps for developers section in this topic.

    Option 1: Install the Retail online store by using Setup

    You can install