D365FO - Maintenance mode / Importing License File (ISV/VAR Add-on License import)

In AX 2012 in order to import a license file for an ISV or VAR add-on all you simply did was go to your license management form and click on import, select the file and run a full sync. In D365FO this has changed dramatically.


In D365FO there is now only a license configuration which is available via  System administration > Setup > License configuration however you will notice that the data is read-only.

(This form is read-only unless the system is in the maintenance mode. Maintenance mode can be enabled in this environment by running maintenance job from LCS, or using Deployment.Setup tool locally)

In order to change this from read-only to modifiable we need to put the system in maintenance mode. We do this by opening the command prompt (cmd.exe)

change the dir to your local \AosService\PackagesLocalDirectory\Bin\ folder:

>cd C:\AosService\PackagesLocalDirectory\Bin\

Put the service into maintenance mode:

>Microsoft.Dynamics.AX.Deployment.Setup.exe --metadatadir C:\AosService\PackagesLocalDirectory --bindir C:\AosService\PackagesLocalDirectory\Bin --sqlserver . --sqldatabase axdb --sqluser [sql login] --sqlpwd [sqlpassword] --setupmode maintenancemode --isinmaintenancemode true

Reset IIS/Cycle the AOS> IISRESET

The system should now be in maintenance mode so we can import the file

via the cmd.exe prompt run the following

Import license file:
> Microsoft.Dynamics.AX.Deployment.Setup.exe --setupmode importlicensefile --metadatadir C:\AOSService\PackagesLocalDirectory --bindir C:\AOSService\PackagesLocalDirectory --sqlserver . --sqldatabase AxDB --sqluser [sql login] --sqlpwd [sql password] --licensefilename C:\licensefolder\license2018.txt


In D365FO you should now be able to open  System administration > Setup > License configuration and not see the read-only warning. You should see the name of the license that was import and you should be able to enable the configuration for the new license file.





Turn off maintenance mode

> Microsoft.Dynamics.AX.Deployment.Setup.exe --metadatadir C:\AosService\PackagesLocalDirectory --bindir C:\AosService\PackagesLocalDirectory\Bin --sqlserver . --sqldatabase axdb --sqluser [sql login] --sqlpwd [sqlpassword] --setupmode maintenancemode --isinmaintenancemode false



Reset IIS/Cycle the AOS: > iisreset

Note:

The example above was for importing it into a onebox. Depending on the environment you may need to change the drive from C:\* to K:\*

For this exe we list the metadatadir as the bin folder as well

The sqluser & sqlpassword will be different for each enviornment

The database name may be different depending on the environment

Reference:  D365FO - Importing License File (ISV/VAR Add-on) via deployable package into QA/Prod (importing license via deployable package)

D365FO - Execute a job/runnable class outside of visual studio

In AX 2012 you had access to the AOT to run a job in non-prod and in production. However because you can no longer access the server itself nor visual studio which is now the AOT you may need to run a custom job created outside of visual studio. In order to do this we can run the following url

[D365FO main URL]/?cmp=[company]&mi=SysClassRunner&cls=[job/runnable class name]

OneBox Example:

https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=[company]&mi=SysClassRunner&cls=[job/runnable class name]

Example: https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=MyCompany&mi=SysClassRunner&cls=MyCustomJob

D365FO - Table Browser via web browser

In previous versions of AX you had a table browser in the AOT which allowed you to view the data, modify or delete it while executing any table methods that may have been associated with it. In D365 you can no longer access the table browser the same way as you not longer have access to the AOT in production. 

In non-production environment's and production environment you can use the following URL to open a web based table browser

You can access it via environment url/?mi=SysTableBrowser&tableName=[tablename]&cmp=[company]

Example: https://environment.cloudax.dynamics.com/?mi=SysTableBrowser&tableName=Hcmworker&cmp=MHC

Where HcmWorker is the table and the company is MHC

In non-production environments which you have access to visual studio you can also access the web table browser by right clicking on a table and choosing "Open table browser"

It is good to note that when using the visual studio method to open the table browser the company that is on your user account will be defaulted to

Reset tts level - An unbalanced x++ ttsbegin/ttscommit pair has been detected

Sometimes a user may receive the message of "An unbalanced X++ ttsbegin/ttscommit pair has been been detected"

The following job will clear the issue and reset the tts level. I did not create this job originally and it is wildly used if you do a simple search on the internet. I am just posting this on here because I find myself looking for the script every now again 

static void resetTTS(Args _args)

{

    if (appl.ttsLevel() > 0)

    {

        info(strFmt("Level %1 aborted", appl.ttsLevel()));

        ttsAbort;

    }

}

Get all users missing a worker relationship assignment or retail channel

I found that sometimes when setting up a large amount of users in AX for retail it can lead to sometimes missing a worker relation configuration or missing a retail channel assignment. When this happens it wont break anything but some odd ball things can start to happen. I use the following job to make sure all of the users have at least a worker assignment and are assigned to a retail channel (when valid)

static void CheckUserSetup(Args _args)
{
    UserInfo userNames;
    DirPersonUser userRelations;
    MCRChannelUser retailChannelUsers;


    //find any users that are missing either a user relation or retail channel setup
    while select * from userNames
        outer join userRelations
        where userRelations.User == userNames.id
        outer join retailChannelUsers
        where retailChannelUsers.User == userNames.id
    {
        //check to see if there is a user relation
        if(!userRelations)
        {
            info(strFmt("No User Relation: %1 (%2)", userNames.id, userNames.name));
        }

        //check to see if the user is in a retail channel
        if(!retailChannelUsers)
        {
            info(strFmt("No Retail Channel: %1 (%2)", userNames.id, userNames.name));
        }
    }
}

Database index analysis

I find myself fine tuning the ax database more frequently to get the best possible performance. I have noticed that sometimes the default dba scripts to rebuild, reorganize indexes and update statistics for tables don't always run properly.

I use the following to break down the current avg fragmentation for a specific table

SELECT a.index_id, name, avg_fragmentation_in_percent 
FROM sys.dm_db_index_physical_stats (DB_ID(N',<database name>'),
      OBJECT_ID(N'dbo.<table name>'), NULL, NULL, NULL) AS a 
    JOIN sys.indexes AS b
      ON a.object_id = b.object_id AND a.index_id = b.index_id; 

I also use the following script to look at overall indexes which  may need attention. The below will generate the commands to rebuild or reorganize a fragmented index along with updating a specific tables index instead of relaying on the dba scripts.

DECLARE @fragmentPercent int = 30;
SELECT OBJECT_NAME(ind.OBJECT_ID) AS Tablename,
ind.name AS IndexName, indexstats.index_type_desc AS IndexType,
indexstats.avg_fragmentation_in_percent,
'ALTER INDEX ' + ind.name + ' ON ' + OBJECT_NAME(ind.OBJECT_ID) + ' REBUILD;' as RebuildIndex,
'ALTER INDEX ' + ind.name + ' ON ' + OBJECT_NAME(ind.OBJECT_ID) + ' REORGANIZE;' as ReorganizeIndex,
'UPDATE STATISTICS ' + OBJECT_NAME(ind.OBJECT_ID) + ' WITH FULLSCAN;' as UpdateStatics 
FROM sys.dm_db_index_physical_stats(DB_ID(), NULL, NULL, NULL, NULL) indexstats
INNER JOIN sys.indexes ind 
ON ind.object_id = indexstats.object_id
AND ind.index_id = indexstats.index_id
WHERE indexstats.avg_fragmentation_in_percent >= @fragmentPercent  and indexstats.index_type_desc <> 'HEAP'
ORDER BY indexstats.avg_fragmentation_in_percent DESC

Format phone number for us domestic and international

Currently in AX the telephone number fields allow you to enter anything into the phone number field. The following method shows how to take whatever the user entered and format it according to usa domestic and international formats. It also supports if the user entered an extension into the field instead of the extension field.  But if they did it would only work if they started the extension with the letter 'x'

The method assumes that you are currently located within the usa.

If you are reading this and are located outside of the us I would appreciate any feedback on the formatting of the international instances.

/// <summary>
/// Format phone number into a friendly display
/// </summary>
/// <param name="_phone">
/// Phone number to format
/// </param>
/// <returns>
/// Formatted display of phone number
/// </returns>
static public LogisticsElectronicAddressLocator FormatPhoneNumber(Phone _phone)
{
    LogisticsElectronicAddressLocator unformattedPhoneNumber, newPhoneNumber, formattedPhoneNumber;
    ListIterator iterator;
    str char;
    int phoneLength;
    Counter currentCharPos;
    Phone extension;
    Counter phonePartCounter;
    List phoneParts = new List(Types::String);
    container numbers = ['0','1','2','3','4','5','6','7','8','9']; //valid numbers of a phone number

    //split the phone number and extension (if available)
    phoneParts = strSplit(strUpr(_phone), "X");

    iterator = new ListIterator(phoneParts);

    //put the phone number and extension into 2 variables so we can apply formatting separately
    while (iterator.more())
    {
        if(phonePartCounter == 0)
        {
            //first part will contain the actual phone number
            unformattedPhoneNumber = iterator.value();
        }
        else if(phonePartCounter == 1)
        {
            //second part will contain the extension
            extension = iterator.value();
        }
        ++phonePartCounter;
        iterator.next();
    }

    //get the length of the phone number with the extension removed
    phoneLength = strlen(unformattedPhoneNumber);

    //remove all non numbers from field text
    for (currentCharPos=1; currentCharPos<=phoneLength; currentCharPos++)
    {
        char = substr(unformattedPhoneNumber,currentCharPos,1);
        if (confind(numbers,char))
        {
            newPhoneNumber = newPhoneNumber + char;
        }
    }

    //get the new length after any special chars have been removed so we know what type of phone number we are dealing with
    phoneLength = strlen(newPhoneNumber);

    //format the phone number according to length
    if(phoneLength == 10)
    {
        //local number
        formattedPhoneNumber = strFmt("(%1) %2-%3",substr(newPhoneNumber,1,3), substr(newPhoneNumber,4,3), substr(newPhoneNumber,7,4));
    }
    else if(phoneLength == 11)
    {
        //local with the +1
        formattedPhoneNumber = strFmt("+%1 (%2) %3-%4",substr(newPhoneNumber,1,1), substr(newPhoneNumber,2,3), substr(newPhoneNumber,5,3), substr(newPhoneNumber,8,4));
    }
    else if(phoneLength == 12)
    {
        //international with a country code length of 2
        formattedPhoneNumber = strFmt("+%1 %2 %3",substr(newPhoneNumber,1,2), substr(newPhoneNumber,3,4), substr(newPhoneNumber,7,6));
    }
    else if(phoneLength == 13)
    {
        //international with a country code length of 3
        formattedPhoneNumber = strFmt("+%1 %2 %3",substr(newPhoneNumber,1,3), substr(newPhoneNumber,4,4), substr(newPhoneNumber,8,6));
    }
    else if(phoneLength == 14)
    {
        //international with a country code dialed from another country
        formattedPhoneNumber = strFmt("%1-%2-%3-%4-%5",substr(newPhoneNumber,1,2), substr(newPhoneNumber,3,2), substr(newPhoneNumber,5,2), substr(newPhoneNumber,7,3), substr(newPhoneNumber,10,5));
    }
    else
    {
        //no format found so just use the phone number the user inputed
        formattedPhoneNumber = newPhoneNumber;
    }

    //add the extension back onto the newly formatted phone number
    if(extension != "")
    {
        formattedPhoneNumber = strFmt("%1 x%2", formattedPhoneNumber, extension);
    }

    return formattedPhoneNumber;
}



Some of the results are as follows:
3121234567 = (312) 123-4567
(312) 123-4567 = (312) 123-4567
1(312) 123-4567 = +1 (312) 123-4567
13121234567 = +1 (312) 123-4567
131212345678 = +13 1212 345678
131212345679 = +13 1212 345679
1312123456789 = +131 2123 456789
13121234567899 = 13-12-12-345-67899
13121234567 x2345 = +1 (312) 123-4567 x2345

Calling method dynamically through DictClass

Sometimes we need to loop through all of the parameters that have been defined within a class or you need to call a method dynamically without knowing what the method name is until you get it from another source.

The following shows how to get a method name from a table and call said method (in our case a parameter method name of type NoYesId) and get the result

This example shown below is being called within a class. If you called it outside of the class you would replace the 'this' object with the class instance name.

Example: TestClass currentTest = new TestClass() you would replace 'this' with currentTest.

validationMap.ParmName = name of method

 

    NoYesId testPass;
    DictClass dictClass;
    ExecutePermission perm;
    TableThatHasParmMethodListing validationMap;


    //allow the code to run
    perm = new ExecutePermission();
    perm.assert();

    //go through all of the require test mappings that will link up to the current class being executed
    while select * from validationMap
    {
        //class the validation parm mapping for the current record
        dictClass = new DictClass(classidget(this));
        testPass = dictClass.callObject(validationMap.ParmName, this);

//testPass variable will now have the result of the parm
    }

    //revert code access
    CodeAccessPermission::revertAssert();

AX 2012 R3 - Retail POS - CDX Server/Client/Real-time service certificate has expired.

When dealing with the reail pos system in AX you need to create self-signed certs in order for the cdx server/client and real-time service calls to work. However these self-signed certs expire and when they do you notice the entire system come to grinding halt and will see something like the following in windows event viewer

Unable to communicate with server for upload. Please check username/password, server and database connections. Error Details: System.ServiceModel.Security.SecurityNegotiationException: Could not establish trust relationship for the SSL/TLS secure channel with authority '<server name>:8304'. ---> System.Net.WebException: The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel. ---> System.Security.Authentication.AuthenticationException: The remote certificate is invalid according to the validation procedure.

In order to resolve the expired certificate we will need to do the following:

• Generate new FQDN self-signed certs via iis on the machines that you need it (depending on the environment you are working with will determine which certs need to be created)
• Add new certs to the servers that host cdx server, cdx client, real-time service and pos client via MMC under the Personal and Trusted root certification authorities
• After the cert is generated you will need to grab the thumb from the cert.
  *Note paste the cert thumbprint into notepad++ and change encoding to ansi and to show special characters so you can remove any special characters within the thumbprint. You will also need to remove the spaces in the thumbprint
• Update C:\Program Files (x86)\Microsoft Dynamics AX\60\CDX\Async Server\Package\web.config to include new cert thumbprint
• Update C:\Program Files (x86)\Microsoft Dynamics AX\60\CDX\Real-time Services\6.3\web.config to include new cert thumbprint

• Update C:\inetpub\AsyncServerSite\CDX_AsyncServer\web.config to include new cert thumbprint (if iis instance for cdx server created a new folder and not utilizing the folder above)

• The setting with the thumbprint should be listed under the tag <serviceCertificate findValue=

• Run issreset + restart the cdx client service

• Verify in event viewer that the connection is now made successfully. on the cdx server, client, real-time service 

• Run a sync in AX via /Retail/Periodic/Data distribution/Distribution schedule or /Retail/Setup/Retail scheduler/Channel integration 

• Once this has been ran make sure the jobs are processing successfully via /Retail/Inquiries/Commerce Data Exchange/Download sessions if they are processing then the async server connection status (heartbeat) should have been updated as well that is located @ /Retail/Inquiries/Commerce Data Exchange/Async Server connection status

Everything should now be good to go and you can start processing POS transactions once again.

AX 2012 R3 - Retail POS - Clear all existing transactions from the POS DB/CDX Server/CDX Client

When reloading environments sometimes it is necessary to reset the retail pos, cdx server, cdx client and back office databases to show none of the previous transactions that once existed within the system.

In order to clear it out we need to do the following (with CDX server + client services offline)

POSDB - AXRetailPOS

--current transactions within the pos system

truncate table ax.RetailPosBatchAccountTrans

truncate table ax.RetailPosBatchTable

truncate table ax.RetailPosBatchTenderTrans

truncate table ax.RetailTransactionBankedTenderTrans

truncate table ax.RetailTransactionTenderDeclarationTrans

truncate table ax.RetailTransactionDiscountTrans

truncate table ax.RetailTransactionIncomeExpenseTrans

truncate table ax.RetailTransactionInfocodeTrans

truncate table ax.RetailTransactionLoyaltyRewardPointTrans

truncate table ax.RetailTransactionOrderInvoiceTrans

truncate table ax.RetailTransactionPaymentTrans

truncate table ax.RetailTransactionSafeTenderTrans

truncate table ax.RetailTransactionSalesTrans

truncate table ax.RetailTransactionTable

truncate table ax.RetailTransactionTaxTrans

CDX_AsyncClient DB

--clear previous syncs

truncate table dbo.datastore

truncate table dbo.downloadsession

truncate table dbo.downloadsessionLog

truncate table dbo.offlinedataexportlog

CDX_AsyncServer DB

--clear previous syncs

truncate table dbo.UPLOADSESSIONLOG

truncate table dbo.UPLOADSESSION

truncate table dbo.DOWNLOADSESSIONDATASTORELOG

truncate table dbo.DOWNLOADSESSIONDATASTORE

truncate table dbo.DOWNLOADSESSION

--clear base info (optional)

truncate table dbo.FILESTORAGEPROVIDER

truncate table dbo.JOB

truncate table dbo.SCHEDULERINTERVAL

truncate table dbo.SCHEDULEPARAMETER

truncate table dbo.SCHEDULEJOB

truncate table dbo.SCHEDULEDATAGROUP

truncate table dbo.DATASTOREHEARTBEATLOG

truncate table dbo.DATASTORE

truncate table dbo.DATAGROUP

truncate table dbo.AUTHENTICATIONLOG

If there are transaction with the back office AX then you may need to do the following

Company/Retail/Journals/Open statements > remove all statements that pertain to the pos system

Then run the following job

static void ClearRetailTransactions(Args _args)

{

    RETAILTRANSACTIONBANKEDTENDERTRANS retailTable1;

    RETAILTRANSACTIONTENDERDECLARATIONTRANS retailTable2;

    RETAILTRANSACTIONDISCOUNTTRANS retailTable3;

    RETAILTRANSACTIONINCOMEEXPENSETRANS retailTable4;

    RETAILTRANSACTIONINFOCODETRANS retailTable5;

    RETAILTRANSACTIONLOYALTYREWARDPOINTTRANS retailTable6;

    RETAILTRANSACTIONORDERINVOICETRANS retailTable7;

    RETAILTRANSACTIONPAYMENTTRANS retailTable8;

    RETAILTRANSACTIONSALESTRANS retailTable9;

    RETAILTRANSACTIONTABLE retailTable10;

    RETAILTRANSACTIONTAXTRANS retailTable11;

    

    ttsbegin;

    delete_from retailTable1;

    delete_from retailTable2;

    delete_from retailTable3;

    delete_from retailTable4;

    delete_from retailTable5;

    delete_from retailTable6;

    delete_from retailTable7;

    delete_from retailTable8;

    delete_from retailTable9;

    delete_from retailTable10;

    delete_from retailTable11;

    ttscommit;

    info('done');

}

Finally you will want to remove all of the previous cdx sync files located in 

Company/Retail/Setup/Retail scheduler/Channel integration/working folders

Once this is completed you should follow the normal store setup if it is not already done.

Note: if you run the sql under --clear base info (optional) you will need to run the sync metadata function (button) that is located @

Company/Retail/Setup/Parameters/Retail scheduler parameters

Update: depending on if you are transferring data from one environment to the next  you may run into an issue where the data will download but wont upload you may need to clear out/update the following tables depending on what you are trying to do.

Clearing these tables will force a complete refresh of all pos transactions into the back office.

POSDB - AXRetailPOS:
truncate table [crt].[TABLEREPLICATIONLOG]
truncate table [crt].[UPLOADSESSION]