Microsoft Dynamics® AX 2012 Using Microsoft BizTalk Server 2010 to exchange documents with Microsoft Dynamics AX White Paper This white paper provides information about how to configure Application Integration Framework and Microsoft BizTalk Server 2010 to enable the exchange of service documents. Date: July 2011 www.microsoft.com/dynamics/ax Jim Travis, Senior Writer Send suggestions and comments about this document to [email protected]. Please include the title with your feedback. Table of Contents Introduction ................................................................................................ 4 Audience.............................................................................................................................. 4 Prerequisites ........................................................................................................................ 4 System requirements ............................................................................................................ 4 Frequently asked questions ........................................................................ 5 Upgrading BizTalk integration from Microsoft Dynamics AX2009 ................................................. 5 What happened to the BizTalk adapter? ................................................................................ 5 What happened to channels and endpoints? .......................................................................... 5 Services and AIF ................................................................................................................... 5 When adding service operations to my AIF port, why don't I see the service operations listed that I expect? .......................................................................................................................... 5 Why do I get a permissions error from Microsoft Dynamics AX when attempting to transmit a document from BizTalk to an inbound port? .......................................................................... 5 Where can I learn about security practices for services and AIF? ............................................. 5 Schemas .............................................................................................................................. 5 How should I format my document before submitting it to AIF? ............................................... 5 What format can I expect when AIF sends me a document? .................................................... 5 Where can I get the schema definitions for Microsoft Dynamics AX services? ............................. 6 How do I generate an instance of an XML document based on an XSD? .................................... 6 Message exchanges............................................................................................................... 6 Does AIF integration require exchanges to be synchronous or asynchronous? ........................... 6 How do I receive documents that originate in Microsoft Dynamics AX? ..................................... 6 How can Microsoft Dynamics AX consume a BizTalk Web service? ............................................ 7 BizTalk projects .................................................................................................................... 7 Do I need to use an orchestration to construct an AIF document? ............................................ 7 What must the project contain? ........................................................................................... 7 How do I configure the envelope? ........................................................................................ 7 How do I copy values from a source document to the envelope header? ................................... 7 How should I configure my project for deployment? ............................................................... 7 How do I enable matching of requests to responses in asynchronous scenarios? ........................ 7 BizTalk administration ........................................................................................................... 8 Why don't I see my project in the administration console? ...................................................... 8 How do I configure a BizTalk pipeline to assemble an AIF message? ......................................... 8 How do I configure a BizTalk pipeline to disassemble an AIF message? ..................................... 8 How do I connect the BizTalk ports to each other without using an orchestration? ..................... 8 How do I match a response to its original request? ................................................................ 8 Key concepts for integration ....................................................................... 9 Application Integration Framework .......................................................................................... 9 Integration ports..................................................................................................................10 XML documents and schemas ................................................................................................10 Service schemas ............................................................................................................... 10 Common schemas ............................................................................................................ 10 Synchronous and asynchronous exchanges .............................................................................11 Asynchronous scenario: Creating a sales order ......................................... 13 Creating the file system directories ........................................................................................13 2 USING MICROSOFT BIZTALK SERVER 2010 TO EXCHANGE DOCUMENTS WITH MICROSOFT DYNAMICS AX Microsoft Dynamics AX Creating and configuring the AIF integration port .....................................................................14 Select and configure the file adapter and its address ............................................................. 14 Select the service operation ............................................................................................... 14 Configure the data policies ................................................................................................. 15 View and save the XSD ...................................................................................................... 16 Activate the port ............................................................................................................... 16 Creating the BizTalk project ..................................................................................................16 Create the source schema .................................................................................................. 16 Promotion ........................................................................................................................ 18 Add the destination schemas .............................................................................................. 18 Add and configure the envelope schema .............................................................................. 18 Create the map ................................................................................................................ 20 Deploy the BizTalk application ...............................................................................................21 Configure the BizTalk Server Administration console ................................................................21 Create the BizTalk receive port ........................................................................................... 21 Create the schema name strings ......................................................................................... 22 Create the BizTalk send port .............................................................................................. 23 Add the map to the send port ............................................................................................. 23 Create the subscription ...................................................................................................... 23 Start the application. ......................................................................................................... 24 Configure and start the AIF batch jobs....................................................................................24 Submit an XML document and receive the response message ....................................................24 Disassemble the response message .......................................................................................26 Add the entity key schemas ............................................................................................... 26 Create the BizTalk ports .................................................................................................... 26 Run the application ........................................................................................................... 26 Receiving documents that originate in Microsoft Dynamics AX ...................................................27 Synchronous scenario: Reading a sales order ........................................... 27 Creating the file system directories ........................................................................................27 Creating and configuring the AIF integration port .....................................................................28