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Viktor Lesiv | Celenia Software NA Inc AXC01 DIXF: The Microsoft Dynamics AX Data Import and Export Framework.

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Presentation on theme: "Viktor Lesiv | Celenia Software NA Inc AXC01 DIXF: The Microsoft Dynamics AX Data Import and Export Framework."— Presentation transcript:

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2 Viktor Lesiv | Celenia Software NA Inc AXC01 DIXF: The Microsoft Dynamics AX Data Import and Export Framework

3 Purpose – DIXF overview – Data migration: alternative solutions Assumptions – Audience has: – Technical implementation and development experience, AX 2012 Target Roles – TSAs – Consultants – Developers Introduction

4 DIXF Alternative Data Migration solutions Summary Agenda

5 Tools to Compare DIXF In product (dat/def) Test Data Transfer Tool Excel add-in AIF – not in scope

6 Survey #1 - Experience Which tool you have most of experience with? – DIXF – In product (dat/def) – TDTT – Excel add-in – AIF

7 DIXF Data Import Export Framework – AKA DIEF and DMF – Export and Import – R3: compare and copy Data migration – Numerous templates

8 Multiple templates Multiple import sources Streamlines data migration Simplicity, Intuitive DIXF: Benefits

9 DIXF: Key features 70+Entities (150+ R3) Multiple Data sources Mapper control Parallel execution Number sequence Support Role Base Security Custom entity wizard Import and Export data Error handling Multiple AOS support Folder support Compare Entity Copy data (R3)

10 Add-on for Microsoft Dynamics AX 2012 70+ Entities Import / Export data Source: Flat files / XML / Excel DIXF: Version history AX 2012 R2 CU7 Part of foundation layer 70+ Entities Import / Export data Source: Flat files / XML / Excel AX 2012 R3 Part of foundation layer 150+ Entities Import / Export / Copy / Compare data Source: Flat files / XML / Excel / ODBC Role base security

11 Source Staging Target DIXF: Data Flow

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13 Source Data Format Target Entities Processing Groups Mapping DIXF: Setup

14 DIXF: Process Load Source data file into the intermediate staging tables Load Source Data Validate Staging Data for data integrity Staging Data validation Converting Staging data into actual Dynamics AX table records Process Staging data into Target entities

15 Pros: Support for import from files, ODBC data sources, and AX tables Process big data Synchronous processing Cons: Does not process large data volumes Complex troubleshooting process Difficult to extend for complex data structures DIXF: Pros and Cons

16 DIXF: Demo Create custom target entity Import using DIXF Export using DIXF

17 RefRecId: Convert the natural key to a RecId for references Add a data source so that the referenced table can be added to the target entity query. Create a function to handle the logic DIXF: Hint

18 Recommended uses: Import data from another ERP system that uses dissimilar data structures Import data that requires transformation Non-recommended uses: When you work only with configuration settings DIXF: Recommendation

19 In-Product In-product Import/Export (.DAT/Def)

20 Built-in with AX Time tested Definition groups In-Product

21 In-Product: Demo? Create a definition group Import and Export

22 RefRecId: Regenerate RefRecIds if import both related and main tables. Save RefRecIds if import only related table. RefRecIds will be not actual. In-Product: Hint

23 TableId: Tables with the different name and same table id. Tables with the same name and different table id. In-Product: Hint

24 Recommended uses: The source and target are AX instances. You are moving data from one company to another. Non-recommended uses: Move configuration metadata to a new environment. In-Product: Recommendation

25 Test Data Transfer Tool Process Metadata Syntax

26 Test Data Transfer Tool Process Metadata Syntax

27 Import the MetadataXMLGenerator.xpo. Run the MetadataXMLGenerator job. Copy Metadata.xml from temporary folder to the [List] subfolder where the Test Data Transfer Tool is installed TDTT: Metadata

28 DP.exe direction directory database server TDTT: Syntax ParameterDefault valueDescription directionEXPORTSpecify EXPORT to export data or IMPORT to import data. directoryThe current directorySpecify the directory from which the data should be exported or to which the data should be imported. databaseAXDBThe name of the database. serverThe current computerSpecify the computer name or instance name of the SQL Server computer that is hosting the Microsoft Dynamics AX database.

29 TDTT: Demo? Refresh data in DEV system

30 Pros: Speed Saves RecId The data file format is text-based. Therefore, the data file can be compared with earlier versions and can be stored in a version control system. The tool enables export filtering. The tool updates entity IDs, so that the IDs match the IDs of the target system. TDTT: Pros and Cons

31 Cons: Importing data into a production environment is not supported. The tool does not make sure that any data that you export or import is complete or coherent database. TDTT: Pros and Cons

32 Recommended uses: Export or import a large multi-company data set in a non-production environment. Move data between non-production AX environments that have slightly different customizations. Store business data as a backup Export or import data without running an instance of AOS in a non- production environment. TDTT: Recommendations

33 Excel add-in Import Publishing RecId challenge Recommendations

34 Excel add-in: Import

35 Excel add-in: Publish

36 Excel add-in: RecId Relations between tables based on RecIds are not supported. Alternative keys can be used instead

37 Excel add-in: RecId

38 Recommended uses: Low to medium data volumes (<10,000 records) No business logic is required outside an existing document service Non-recommended uses: Large data sets Content that requires execution of business logic Data sets that require data cleansing Excel add-in: Recommendations

39 Best tool for Each Use DIXFDat/DefTDTTExcel Source types AX, ODBC, CSV, Excel, XML, Text Dat + Def Out + OutModel + XML Excel Import from another systemBest Update dataPossible Cross company copyBestPossible SpeedBest Save foreign keysPossibleBest Data entryBest Copy data to TEST or DEVBest Change data before importBestPossible ValidationBest

40 Summary Data migration addressed Tools reviewed: – DIXF – In-product Import/Export – Test Data Transfer Tool – Excel add-in http://technet.microsoft.com/en-us/library/aa834437.aspx

41 OPEN Q & A

42 Contact details Viktor Lesiv – vle@celenia.com vle@celenia.com Ganna Kupchenko – gak@celenia.com gak@celenia.com www.celenia.com

43 THANK YOU Please fill out your evaluation


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