Sunday, 22 March 2015

Deployment Scenario


For smaller footprint stores, Dynamics AX for Retail CU8 includes option of AX Back office, Retail Server, Async Server , Channel Database, Async Client, Real Time Service being hosted in Azure or Data Center and Modern POS in the store.

This blog is based on the AX 2012 R3 CU8 Demo VM provisioned on Azure with Dynamics Lifecycle services.
The components  Retail Server and Retail Media Web Site are accessed by Modern POS over internet in this scenario. Retail Server is the primary server-side business logic component for Retail Modern POS. Retail Media Website is used to display rich media content.


Click on End Points and enable the following end points.

NameProtocolPublic PortPrivate Port
HTTPTCP8080
HTTPSTCP443443
RetailServerTCP3508035080
RSMediaWebsiteTCP89898989

AX Changes

We will use the Seattle Store and Houston Store that are setup with MPOS in this Demo VM.

  • "Change Retail Time Service Profile" -  The Seattle and Houston store also use "JBB"  Real Time Service Profile.  You can check this by launching USRT/Retail/Common/Retail channels/Retail stores and selecting Seattle from the list. Click on "JBB" and ensure that  “Commerce Data Exchange: Real Time Service Staff” is checked for MPOS activation and logon to work. The same profile "JBB" is also configured in Retail Shared Parameters as a profile for activation.


  • "Change URL for Retail Server and Media Web Site" - Go back to Retail Store form (USRT/Retail/Common/Retail channels/Retail stores) and select the Seattle Store. click on Retail Server Channel Profile to change Channel Profile setting. This form can also be launched from Retail -> Setup -> Retail Scheduler Channel Integration -> Channel Profiles.  Replace the Local Host with DNS name noted from the Azure Management Portal for the VM. This needs to be done only for the "Retail Server Channel Profile". We will replace this for property keys "Retail Server URL" and "Media Base URL". Images are displayed from Retail Server Media Website.
  • "Devices" -  Modern POS devices for Windows 8.1 and Windows Phone can be created using Retail -> Setup -> POS -> Devices. You can use existing devices that are not activated already or change "Activation Status" to pending and use them.
  •  "Data Distribution" - Once the changes have been done, we will need to push the changes that have done to Channel Database. Launch the Retail -> Setup -> Retail Scheduler -> Channel Integration -> Channel Database form. Select the HoustonStore and Select Full Data Sync drop down from the menu.  We need to select 1070 – Channel Configuration job from the drop down  and click on OK to push the changes. Select the 1090 – Registers job and click on OK to push the changes. We will need to do this for SeattleStore as well.
  •  "Verify Data Download" - In order to check if data has been downloaded, u can launch the form Retail -> Inquiries -> Commerce Data Exchange -> Download Sessions. You will need to click on Process Status Messages for the status to be updated. The status should be applied to indicate data has been updated on Channel DB for Seattle Store and Houston Store.
  •  "IIS Reset" - Retail Server has data caching enabled. So if you are in hurry to test your changes before cache is refreshed, you can recycle the app pool for Retail Server and Real Time Service in IIS Manager Console. 

Installation of Modern POS on the Windows 8.1 device

  1. The Retail Modern POS Windows Tablet Client is installed on the Demo VM in the folder path "C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Modern POS" .
  2. Copy the entire folder Retail Modern POS to your domain joined machine. Assuming that this is copied to C:\temp on the Tablet.
  3. Launch the Windows Power Shell as Administrator from the Start Menu.
Type Cd “C:\temp\Retail Modern POS\tools”
Type or copy the command  .\Install-RetailModernPOS.ps1 "C:\temp\Retail Modern POS"
This should deployment operation progress with processing and show a message “All Modern POS Installation steps executed successfully”.
  

Activation of Modern POS on the Windows 8.1 device

  1. From the Start Menu, Search and look for Retail Modern POS. Launch the application and it should the activation screen shown below
  1. Give the following details and click on activate.
    Service URLhttp://<DNS Name from Azure Portal>:35080/RetailServer/V1
    Device NumberSeattle-3 or desired Device Number from Devices screen in AX
    Register NumberSeattle-3 or desired register number from AX screen in AX
    Operator ID000154 or 000137 (valid Worker associated with that Store and having "Activate device permissions"
    Password123 (verify this - if u get an login or password error, go to Workers form -> Retail and change the password. Staff table needs to be pushed after change in password.)  
     This should display cursor for few minutes and come back with the screen for Adventure Works or Fabrikam depending on Screen layout set for Store, Terminal or Staff as shown below.
     
Logon with same user or another user in the same store and enjoying use of Modern POS from any location with connectivity.

Troubleshooting and Other links

  • Store Initialization - The Activation calls Real Time Server to verify user credentials, activation privileges and activates the device. Devices status will change to activated once it is successful. This also downloads device initialization data from Channel Database. Ensure all of the Terminal information - Functionality Profile, Hardware Profile, Screen Layouts etc... are setup correctly. If the terminal initialization data is not setup correctly, the device will be activated but will fail initialization. You will need to reset the Device Status in AX to pending and troubleshoot the register configuration.
  • Payment Connector - Hardware Profile for the Register needs to have a Payment Connector configured for Activation to work. In the demo VM, this is configured to Test Connector for Hardware profiles HW001 and HW002 only. 
  • Event Viewer - Look in the Demo VM Event viewer to see what events are being logged.
  • Real Time Service Troubleshooting - http://blogs.msdn.com/b/axsupport/archive/2012/12/31/ax-for-retail-2012-r2-troubleshooting-the-real-time-service.aspx
  • Side loading Windows Store Apps on non domain joined machines -http://blogs.msdn.com/b/micham/archive/2014/05/30/sideloading-store-apps-to-windows-8-1-devices.aspx
  • Dynamics AX 2012 R3 CU8 can be deployed with Retail Back office components hosted in Azure and other Retail components (Retail Server, Channel DB, CDX Components) in Store. Shane Erstad has published a blog on how to achieve that.