Date post: | 10-Feb-2018 |
Category: |
Documents |
Upload: | islam-sultan |
View: | 218 times |
Download: | 0 times |
of 14
7/22/2019 How to Publish a Share Point Online Store
1/14
How to: Publish a SharePoint online
storeFurther reading
How to create a SharePoint online store How to deploy a StoreFront How to Setup and Configure Commerce Data Exchange: Retail-time Service How to create and configure a retail channel navigation hierarchy Microsoft Dynamics AX 2012 for Developers [AX 2012] SDK Download
Prerequisites A SharePoint online store is created in AX. Refer to How to create a SharePoint online store. A SharePoint store front is deployed. Refer to How to deploy a StoreFront. Ask your IT administrator for the following information. We will use them in this how-to tutorial
o SharePoint catalog site collection URLo SharePoint publishing site collection URLo CRT (Commerce Runtime) database name and server name
A Commerce Data Exchange: Real-time Service profile is created. Refer to How to Setup andConfigure Commerce Data Exchange: Retail-time Service.
A navigation category hierarchy is crated. Refer to How to create and configure a retail channelnavigation hierarchy.
Why do we need to publish a SharePoint online store?Retail operation manager creates and configures an online store using AX Retail. When the online store
is ready to push to the online store front, the manager needs to do an explicit action to publish the
online store from AX to SharePoint. Therefore, the manager can keep the draft store in AX and only
make it available online by channel publishing.
Behind the scene, when an online store is published, the channel data is replicated to the CRT database
by Synch Service, from where the data is then replicated to the SharePoint store front by a SharePoint
job.
You can track the state of publishing by checking the Publishing statusfield of the online store. The
publishing status has two states:
DraftThe online store is still under edit, and it has not been published yet. The channel data stays in
AX at this moment.
http://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=65&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=65&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=98&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=98&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://msdn.microsoft.com/en-us/library/hh881815http://msdn.microsoft.com/en-us/library/hh881815https://mbs.microsoft.com/partnersource/deployment/resources/productreleases/MicrosoftDynamicsAX2012.htmhttps://mbs.microsoft.com/partnersource/deployment/resources/productreleases/MicrosoftDynamicsAX2012.htmhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=65&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=65&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=65&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=98&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=98&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=98&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=65&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttps://mbs.microsoft.com/partnersource/deployment/resources/productreleases/MicrosoftDynamicsAX2012.htmhttp://msdn.microsoft.com/en-us/library/hh881815http://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=103&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=72&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=98&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44Fhttp://dynamics/ax6/teams/retail/AXMultichannelRetail/AX62Wave1/_layouts/listform.aspx?PageType=4&ListId=%7b94C5A3A8-65B1-4B20-B917-75E870AECC37%7d&ID=65&ContentTypeID=0x010018354D9892B02E4A9846EF3A0A3DD44F7/22/2019 How to Publish a Share Point Online Store
2/14
In progressThe user has clicked the Publishbutton to trigger the publishing process. The channel data
is waiting to be replicated to the SharePoint store front.
PublishedThe channel data has been replicated to SharePoint store front. The online store has been
published successfully. The retail operation manager can edit the channel and revert it to draft for the
next publishing.
FailedThe channel has failed to publish. The Publishing status messageshould provide more details
of the failure. The retail operation manager can edit the channel and revert it to draft for the next
publishing.
Online store setup checklistIt is a fairly long process to prepare a SharePoint online store and publish it. The Online store setup
checklistis available to guide the users to go through the process step by step. You can open the
checklist by clicking on Retail > Setup > Online store setup checklist.
The checklist contains the steps for both channel publishing and catalog publishing. By comparison, this
tutorial will only describe channel publishing in details.
The rest of the tutorial contains two how-to:
How to: publish a SharePoint online store for the first time How to: modify one SharePoint online store and republish it
How to: Publish a SharePoint online store for the first timeIn order to publish an online store, you need to finish the prerequisites. After that, you should have an
online store created which has never been published.
7/22/2019 How to Publish a Share Point Online Store
3/14
1. Create a Commerce Data Exchange: Synch Service profilefor AOS (AOS Object Server) if youdont have one yet. This profile tells Commerce Data Exchangethe location of the Synch Service
on the AX server which handles reading and writing data from/to AX server.
a. Go to Retail > Setup > Retail scheduler > Channel integration > Commerce DataExchange: Synch Service profiles.
b. Click Newbutton, and specify the Service nameand the Server name of the AX server.
c. Click Test connectionto verify the settings.d. Click Close.
2. Create anAOS profileif you dont have one yet. This profile tells Commerce Data Exchangethelocation of AX server which is the data source of the channel publishing.
a. Go to Retail > Setup > Retail scheduler > Channel integration >AOS profiles.b. Click Newbutton, and specify the fields. Select the Synch Service profile for AOS in the
Commerce Data Exchange: Synch Servicefield.
7/22/2019 How to Publish a Share Point Online Store
4/14
c. Click Test connectionto verify the settings.d. Click Close.
3. Create a Commerce Data Exchange: Synch Service profilefor CRT (Commerce Runtime) server.This profile tells Commerce Data Exchangethe location of the Synch Service on the CRT server
which handles reading and writing from/to the CRT server. Note: If your AX server and CRTserver are the same, you only need one Commerce Data Exchange: Synch Service profile.
a. Follow the similar steps of creating a Commerce Data Exchange: Synch Service profilefor AOS. Set the field values based on the CRT server.
4. Create a database profile for the CRT database. This profile tells Commerce Data Exchange thelocation of CRT database which is the data target of the channel publishing.
a. Go to Retail > Setup > Retail scheduler > Channel integration >Database profiles.b. Click Newbutton, and specify the fields.
i. Name: the name of profileii. Server name: the CRT server nameiii. Database name: the CRT database name e.g. AxRetailSP.iv. Encrypt database connection: recommend to enablev. Commerce Data Exchange: Synch Service: the Synch Service profile for CRT
server.
7/22/2019 How to Publish a Share Point Online Store
5/14
c. Click Test connectionto verify the settings.d. Click Close.
5. Create a channel profile if you dont have one already. This profile describes the endpoints ofthe SharePoint server. The SharePoint publishing job replicates data from CRT database to
SharePoint sites based on this profile.
a. Go to Retail > Setup > Retail scheduler > Channel integration >Channel profiles.b. Click Newbutton, and specify the Nameand select Profile typeSharePoint online
store.
c. Add two Profile propertiesi. Publishing site collection URL
ii. Catalog site collection URL
7/22/2019 How to Publish a Share Point Online Store
6/14
d. Click Validate profileto verify the settings.e. Click Close.
6. A distribution location is created automatically for each retail channel (including online stores).We still need to configure the distribution location of the online store based on the profiles we
just created.
a. Go to Retail > Setup > Retail scheduler > Distribution locations.b. Select the distribution location for your channel (e.g. OOB Store Front), and specify the
fields:
i. Description: the description of the distribution location.ii. Channel: the channel of the distribution location.iii. Database profile: the CRT database that the online store will replicate data
from/to.
Note: Do not point two channels to one database profile. One CRT database only
supports one online store in this version.
iv. Channel profile: the profile of SharePoint store front that the online store willpublish to.
v. Retail channel schema: the schema type of the CRT database, in this case, 2012R2 Online Channel
vi. Send data: indictor of whether AX should send data to the distribution location.vii. Receive data: indictor of whether AX should receive data from the distribution
location.
viii. Continuous data transfer schedule: the data synchronization job that will keeprun regardless of Send dataand Receive dataflags.
7/22/2019 How to Publish a Share Point Online Store
7/14
c. Click Functions > Test connectionto verify the settings.d. Click Close.
7. Edit the channel to add the navigation hierarchy to the channel. The navigation categoryhierarchy defines the product category hierarchy on the SharePoint store front.
a. Go to Retail > Common > Retail channels > Online stores.b. Select your online store and click Edit.c. Under Generalsection, set the Category hierarchyfield to your navigation category
hierarchy.
d. Stay on this form for publishing the channel in the next.8. Publish the channel. This step will populate the channel data into publishing tables which will be
replicated to the CRT database.a. Click Publishbutton, and select Yesfor the publishing confirmation. Publishing may take
a moment.
7/22/2019 How to Publish a Share Point Online Store
8/14
b. The Publishing statusshould change to In progress.
c. Click Close.9. So far the channel has been triggered for publishing. The channel data is waiting to be replicated
to the CRT database and then to the SharePoint server. We need to synchronize the initial data
set (including the channel data) to the CRT database.
a. Go to Retail > Setup > Retail scheduler > Distribution locations.b. Select the distribution location for your channel (e.g. OOB Store Front).c. Click Functions > Deploy initial dataset. Note: Deploy initial dataset if only necessary
for the first time publishing of a channel.
7/22/2019 How to Publish a Share Point Online Store
9/14
d. Select A-0001_OC from the distribution schedule, and click OK. This step may take afew minutes.
e. Click Closeto close the distribution location list.f. Commerce Data Exchangewill automatically replicate the channel data from AX server
to the CRT database.
7/22/2019 How to Publish a Share Point Online Store
10/14
10. If the SharePoint store front is deployed properly, its retail publishing job will automaticallyreplicate the channel data from the CRT database to SharePoint. Once its done, the Publishing
statuswill change to either Published or Failed.
a. If the channel is publishedCongratulations! now you can see the navigation categoryhierarchy on the SharePoint store front. You can continue to create and publish a
catalog (i.e. products) to the channel.
b. If the channel publishing failedPlease examine the Publishing status messagefield ofthe channel, fix the problem, and republish the channel. Note: you can edit the channeland revert the publishing status to Draft, and publish it again.
How to: Modify one SharePoint online store and republish itWhen one channel is published for the first time, its target CRT database is empty. Therefore, we need
to run Deploy initial datasetto replicate all the existing settings and channel data to the CRT database.
However, Deploy initial datasetis time consuming. Once the channel is published successfully, all the
following publishing just need to replicate the delta (the data created/updated/deleted since last
publishing). This tutorial describes how to republish an online store using A jobs.
1. Create or configure a distribution location list. Distribution location represents the target of thedata replication using Commerce Data Exchange. A distribution location list groups multiple
distribution locations. The distribution locations in the same list can be associated to the same
distribution schedules.
a. Go to Retail > Setup > Retail scheduler > Distribution location list.b. Click Newto create a new distribution location list for online stores if you dont already
have one, e.g. Default include list (Online Channel).
7/22/2019 How to Publish a Share Point Online Store
11/14
c. ClickAddto add the distribution location of your online store into the list.
d. In the future, if you have a second online store, and you want to Commerce DataExchange executed on the same schedule for all the online stores. You can add the
distribution location of the second online store to this list.
e. Click Close.2. Configure the distribution schedules. The distribution schedule is executed to replicate data
between AX server and a list (or lists) of distribution locations. Different distribution schedules
are responsible for different data. For example, the schedule A-1000_OC replicates the
currency data for online channels.a. Go to Retail > Periodic > Data distribution > Distribution schedule.b. Select any distribution schedule of online stores e.g. A-1000_OC, and add your
distribution location list (e.g. Default include list (Online Channel)) to the distribution
schedule.
7/22/2019 How to Publish a Share Point Online Store
12/14
c. Repeat the same step for all distribution schedules of online stores (i.e. all _OCschedules).
d. Click Close.3. Edit and republish the online store. Suppose youve modified the navigation category hierarchy
for the online store. In order to make the new hierarchy available on the SharePoint store front,
you need edit and republish the online store.
a. Go to Retail > Common > Retail channels > Online stores.b. Select your online store and click Edit. Click Yesto change the Publishing statusback to
Draft.
c. You can make additional changes to the channel before publishing. When the channel isready for publishing, continue with the next step.
d. Click Publishbutton, and select Yesfor the publishing confirmation. Publishing may takea moment.
e. The Publishing statusshould change to In progress.
7/22/2019 How to Publish a Share Point Online Store
13/14
f. Click Close.4. Execute Commerce Data Exchange. So far the channel has been triggered for publishing. The
channel data is waiting to be replicated to the CRT database and then to the SharePoint server.
a. Go to Retail > Periodic > Data distribution > Create actions.b. Click OKto generate actions for data replication.c. Go to Retail > Periodic > Data distribution >Distribution scheduled. Select schedule A-1075_OC. Note, the schedule is associated with the distribution list
which contains the distribution location of your online store, e.g. Default include list
(Online Channel).
e. Click Run directlyand then Yesf. Commerce Data Exchangewill automatically replicate the channel data from AX server
to the CRT database.
g. If youve also modified data other than channel data, you need to run correspondingdistribution schedules. For example, you need to run A-1040_OC tosynchronize
pricing data for online stores.
5. If the SharePoint store front is deployed properly, its retail publishing job will automaticallyreplicate the channel data from the CRT database to SharePoint. Once its done, the Publishing
statuswill change to either Published or Failed.
7/22/2019 How to Publish a Share Point Online Store
14/14
a. If the channel is publishedCongratulations! now you can see the navigation categoryhierarchy on the SharePoint store front. You can continue to create and publish a
catalog (i.e. products) to the channel.
b. If the channel publishing failedPlease examine the Publishing status messagefield ofthe channel, fix the problem, and republish the channel. Note: you can edit the channel
and revert the publishing status to Draft, and publish it again.