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Transcript of Integrating Microsoft Dynamics AX 2009 with Microsoft ... INTEGRATING MICROSOFT DYNAMICS AX 2009...

  • Microsoft Dynamics ®

    AX

    Integrating Microsoft

    Dynamics AX 2009 with Microsoft Office Project

    Server 2007

    White Paper

    This white paper describes how to integrate Microsoft Dynamics® AX 2009 and Microsoft® Office Project Server 2007

    so that you can use the features of both programs to manager your projects.

    Date: 1/4/2010

  • 2 INTEGRATING MICROSOFT DYNAMICS AX 2009 WITH MICROSOFT OFFICE PROJECT SERVER 2007

    Table of Contents

    Introduction ................................................................................................ 3 About this document ............................................................................................................. 3 Overview of data flow ............................................................................................................ 3

    Compound and simple entities ............................................................................................. 4 Synchronization modes ....................................................................................................... 5 Entities and synchronization ................................................................................................ 6

    Setting up the integration (System Administrator) ..................................... 6 Prerequisites ........................................................................................................................ 7

    Software ........................................................................................................................... 7 Security requirements and roles in Office Project Server ......................................................... 7 Synchronization service account .......................................................................................... 7

    Install the Office Project Server synchronization service ............................................................. 7 Install the Office Project Server synchronization proxy .............................................................. 8 Configure Microsoft Dynamics AX synchronization service parameters ......................................... 9 Enable the integration ........................................................................................................... 9

    Integrating project data (Project Manager) .............................................. 10 Integrate an employee record that was created in Microsoft Dynamics AX ...................................10

    Verify the employee record in Office Project Server ............................................................... 10 Integrate a project that was created in Dynamics AX ................................................................10

    Verify the project in Office Project Server ............................................................................ 11 Verify the project in Microsoft Office Project Professional 2007 ............................................... 11

    Integrate a project that was created in Office Project Server .....................................................11 Verify the project in Dynamics AX ....................................................................................... 11

    Integrate a project’s build team resources that were created in Office Project Server ...................12

    Viewing synchronization results and refreshing data (Project Manager) .. 12 Refresh data from or to Office Project Server ..........................................................................13

    Refresh data to Office Project Server ................................................................................... 13 Refresh data from Office Project Server ............................................................................... 13

    Appendix A: Dynamics AX forms used in integration setup ....................... 13

    Appendix B: Field mapping between Office Project Server and Dynamics AX ................................................................................................................. 13

    Appendix C: Troubleshooting .................................................................... 14 Issues with Office Project Server and MSMQ ......................................................................... 14 Components are not deployed successfully when MSMQ is installed on a computer running on

    Windows Server 2008 and the AOS is not installed on the same computer ............................... 15 When synchronizing actuals hours from Dynamics AX to Office Project Server, all hours are assigned to a single date regardless of the dates they were assigned to in AX .......................... 15 Synchronization proxy setup may fail to install all the event handlers in Office Project Server .... 15

  • 3

    INTEGRATING MICROSOFT DYNAMICS AX 2009 WITH MICROSOFT OFFICE PROJECT SERVER 2007

    Introduction

    By integrating the Microsoft Dynamics AX 2009 Project accounting module with Microsoft Office Project Server 2007, you can draw on features of both products for more granular control of the projects that your company manages. For example, you might want to use the complex resource scheduling capabilities of Office Project Server for a project that you are managing in Dynamics AX. When you integrate the two programs, data changes in one program can be transferred to the other, so that all of your project records are current and synchronized in both programs.

    About this document

    Use this document to help you set up integration between Microsoft Office Project Server and the Microsoft Dynamics AX Project accounting module. This document assumes that a system administrator in your organization will set up integration between the two programs and that a project manager will integrate specific projects. Accordingly, some sections in this document are marked either “System Administrator” or “Project Manager,” depending on the tasks that the section contains.

    Overview of data flow

    By using the flexible task hierarchy in Office Project Server, you can create a hierarchical structure that is similar to the hierarchical structure in Dynamics AX. Corresponding hierarchies make it possible for information about projects, subprojects, and activities to flow between the two programs. As part of the synchronization process, actuals for labor, expenses, and revenue that are posted in Dynamics AX are transferred to Office Project Server, and any changes to project or activity information in Office Project Server are transferred to the Dynamics AX database. The following illustration shows the areas of integration and the data flow between Office Project Server and Dynamics AX.

  • 4 INTEGRATING MICROSOFT DYNAMICS AX 2009 WITH MICROSOFT OFFICE PROJECT SERVER 2007

    Figure 1: Data flow between Dynamics AX and Office Project Server

    A synchronization service component and a synchronization proxy component are used to transfer data between Dynamics AX and Office Project Server. Both the service and the proxy must be installed for successful integration. A system administrator installs these components by using Dynamics AX Setup. The Office Project Server synchronization service synchronizes project data in Dynamics AX with data in Office Project Server. When you install the synchronization service, Setup configures Microsoft Message Queuing (MSMQ) to include a queue for the service. For more information, see “Setting up the integration (System Administrator)” later in this paper. For detailed information about synchronization service and synchronization proxy architecture, see the Microsoft TechNet article, “Synchronization service and synchronization proxy architecture” at http://technet.microsoft.com/en-us/library/dd309600.aspx.

    Compound and simple entities

    The synchronization service uses the concepts of compound entities and simple entities to synchronize data between Dynamics AX and Office Project Server. A compound entity in Dynamics AX consists of one or more simple entities. For example, a compound entity of “Project” might have several simple entities associated with it, including a project header, task, assignment, and project team, as shown in the following illustration.

    Dynamics AX

    Basic, General ledger, AR, AP,

    Project accounting, Invoicing, Reporting

    Microsoft Office Project

    Server

    Projects, Resource assignments,

    Reporting, WSS

     Projects

     Activities

     Employees

     Cost price

     Actual costs and quantity

     Projects

     Tasks

    http://technet.microsoft.com/en-us/library/dd309600.aspx http://technet.microsoft.com/en-us/library/dd309600.aspx

  • 5

    INTEGRATING MICROSOFT DYNAMICS AX 2009 WITH MICROSOFT OFFICE PROJECT SERVER 2007

    Figure 2: Compound entity

    During the synchronization process, simple entities are synchronized one at a time.

    Synchronization modes

    The synchronization service supports two modes: one-way synchronization and two-way synchronization:  In one-way synchronization, only one master application exists for a particular compound entity.

    Only the master application can create, update, delete, and unlink compound entities and their

    simple entities. The master application publishes the data and the other application subscribes to the data.

     In two-way synchronization, a compound entity has two sourc