Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for...

25
On-premises Deployment Dynamics 365 for Finance and Operations, Enterprise Edition Architect: Sachin Gandhi Date: 10/19/2017

Transcript of Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for...

Page 1: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

On-premises Deployment Dynamics 365 for Finance and Operations, Enterprise Edition

Architect: Sachin Gandhi

Date: 10/19/2017

Page 2: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Agenda• On-premises deployment use cases• System Requirements

• Hardware and Software• Sizing Guidance

• Licensing• How to deploy?

• Prerequisite Infrastructure• Active Directory (with AD Sync)• ADFS• SQL Server

• Service Fabric Cluster• Deploy LCS Connector• Configure and Deploy D365FF&O from LCS

• What features are not available yet• Q&A

Page 3: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Reasons for using on-premises

• Cloud first• Talk to your customer

• Make sure you have a valid reason to go on-premises

• Valid reasons to use on-premise• Data Sovereignty

• Unreliable internet connectivity

Page 4: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Architecture

Page 5: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

ALM Architecture

Page 6: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Hardware Requirements

Production

# Required Cores/VM Memory/VM Cores All VMs Memory All VMs

AOS 3 8 24 24 72

MR 2 4 16 8 32

SSRS 1 4 16 4 16

Orchestrator 3 4 16 12 48

Total 48 168

Sandbox

# Required Cores/VM Memory/VM Cores All VMs Memory All VMs

AOS 2 8 24 16 48

MR 1 4 16 4 16

SSRS 1 4 16 4 16

Orchestrator 3 4 16 12 48

Total 36 128

Excluding SQL Server, AD, ADFS, File Server

Page 7: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Hardware Requirements

*SQL Server sizes are highly dependent on workloads.

Page 8: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Hardware Requirements

Page 9: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

License Serial Number

• Partner should go to the Partner Business Center and get the license serial number for the customer

• Follow the steps in the provisioning guide on customer source to create the on-premise project in LCS

• Provisioning Guide

Page 10: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Sizing Guidance

• SQL (Cluster or Mirroring Setup)• 3K to 15K transaction lines/hour per core

• 3:1 AOS to SQL core ratio

• 2 to 4 GB memory per core

• AOS • 2K to 6K transaction lines per core

• 16 GB per instance

• 10 to 15 Enterprise / 15 to 25 Activity / 25 to 50 Team per core

Page 11: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Steps to Deploy

1. Create LCS Project for On-Premise

2. Basic Infrastructure • Create AD, AD DS, SQL Server 2016 SP1 Cluster, File Server

• Create required VMs for each type (Orchestrator, AOS, MR, SSRS), assign static IP and domain join.

3. Install Prerequisite Software• AOS (ODBC Drivers, .NET 2.0-3.5, .NET 4.0-4.6, IIS, SSMS, C++ Redistributable, Access DB Engine)

• BI (.NET 2.0-3.5, .NET 4.0-4.6, SSMS, SSRS)

• MR (.NET 2.0-3.5, .NET 4.0-4.6)

Setup Documentation

Page 12: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Steps to Create Service Fabric Cluster

4. Create DNS Zones and A records• ax.d365ffo.onprem.contoso.com for AOS machines

• sf.d365ffo.onprem.contoso.com for the Service Fabric cluster

5. Download setup scripts from LCS Shared Asset Library• Populate ConfigTemplate.xml file

• Run script .\New-D365FOGMSAAccounts to create service accounts

6. Configure certificates• .\New-SelfSignedCertificates.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

• .\Export-PfxFiles.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

Page 13: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Steps to Create Service Fabric Cluster

7. Setup VM’s 1. Generate scripts for each VM in cluster

1. .\Export-Scripts.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

2. Copy the corresponding scripts to it’s VM

2. On each VM run the following scripts1. .\Configure-PreReqs.ps1 -MSIFilePath <path of the MSIs>

2. .\Add-GMSAOnVM.ps1

3. .\Import-PfxFiles.ps1

4. .\Set-CertificateAcls.ps1

5. .\Test-D365FOConfiguration.ps1

Page 14: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Steps to Create Service Fabric Cluster

8. Create a Service Fabric Cluster1. Install Service Fabric standalone package

2. Generate ClusterConfig.json file• .\New-SFClusterConfig.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -TemplateConfig

<ServiceFabricStandaloneInstallerPath>\ClusterConfig.X509.MultiMachine.json

3. Test Configuration and Install Service Fabric Cluster• .\TestConfiguration.ps1 -ClusterConfigFilePath .\clusterConfig.json

• .\CreateServiceFabricCluster.ps1 -ClusterConfigFilePath .\ClusterConfig.json

• https://sf.d365ffo.onprem.contoso.com:19080

Page 15: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Configure LCS Connectivity, SQL Encryption

9. Configure LCS Connectivity for tenant• .\AddCertToServicePrincipal.ps1 -CertificateThumbprint <OnPremLocalAgent Certificate Thumbprint>

10.Create File Shares (SMB 3.0)• Agent

• AOS-Storage

11.Configure SQL Server• Create certificate for encryption and install public certificate on each machine that would connect to SQL

• Copy certificate thumbprint to

• HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Microsoft SQL Server\MSSQL.x\MSSQLServer\SuperSocketNetLib\Certificate

• Microsoft SQL Server Configuration Manager, set ForceEncryption to Yes.

Page 16: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Configure SQL Encryption & Databases

12.Configure Databases• Restore AxDB

• Create Empty OrchestratorData DB

• Create Financial Reporting DB

13.Encrypt SQL Credentials• Create a Credentials.json file with SQL Credentials

• Encrypt it using Invoke-ServiceFabricEncryptText command

• Copy it to: \\<File Server>\agent\Credentials\Credentials.json

Page 17: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Setup ADFS for Authentication

14. Configure ADFS • .\Publish-ADFSApplicationGroup.ps1 -HostUrl 'https://ax.d365ffo.onprem.contoso.com’

• Verify• https://<adfs-dns-name>/adfs/.well-known/openid-configuration

Page 18: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Install Local Agent

• Install Local Agent • LocalAgentCLI.exe Install <path of config.json>

Page 19: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Validate LCS Connectivity

• Validate Connector

Page 20: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Configure Deployment Setting

• Configure and Deploy the environment from LCS

Page 21: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Service Fabric Explorer View

Page 22: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

End Result – Finance and Operations

Page 24: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

Q&A

Page 25: Local Business Data Dynamics 365 for Finance and ... · Steps to Deploy 1. Create LCS Project for On-Premise 2. Basic Infrastructure •Create AD, AD DS, SQL Server 2016 SP1 Cluster,

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S.

and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because

Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any

information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION