Viktor Lesiv | Celenia Software NA Inc AXC01 DIXF: The Microsoft Dynamics AX Data Import and Export...
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Transcript of Viktor Lesiv | Celenia Software NA Inc AXC01 DIXF: The Microsoft Dynamics AX Data Import and Export...
Viktor Lesiv | Celenia Software NA Inc
AXC01DIXF: The Microsoft Dynamics
AX Data Import and Export Framework
• Purpose– DIXF overview– Data migration: alternative solutions
• Assumptions – Audience has:– Technical implementation and development experience, AX 2012
• Target Roles– TSAs– Consultants– Developers
Introduction
• DIXF
• Alternative Data Migration solutions
• Summary
Agenda
Tools to Compare
• DIXF• In product (dat/def)• Test Data Transfer Tool• Excel add-in
• AIF – not in scope
Survey #1 - Experience
• Which tool you have most of experience with?– DIXF– In product (dat/def)– TDTT– Excel add-in– AIF
DIXF
• Data Import Export Framework– AKA DIEF and DMF – Export and Import– R3: compare and copy
• Data migration – Numerous templates
• Multiple templates
• Multiple import sources
• Streamlines data migration
• Simplicity, Intuitive
DIXF: Benefits
DIXF: Key features70+Entities(150+ R3)
Multiple Data sources
Mapper controlParallel
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)
• Add-on for Microsoft Dynamics AX 2012• 70+ Entities • Import / Export data• Source: Flat files / XML / Excel
DIXF: Version history
AX 2012
AX 2012 R2 CU7
• Part of foundation layer• 70+ Entities • Import / Export data• Source: Flat files / XML / Excel
AX 2012R3
• Part of foundation layer• 150+ Entities • Import / Export / Copy / Compare data• Source: Flat files / XML / Excel / ODBC• Role base security
• Source
• Staging
• Target
DIXF: Data Flow
DIXF: Data Flow
• Source Data Format
• Target Entities
• Processing Groups
• Mapping
DIXF: Setup
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
Pros:• Support for import from files, ODBC data sources, and AX
tables• Process big data• Synchronous processingCons:• Does not process large data volumes• Complex troubleshooting process• Difficult to extend for complex data structures
DIXF: Pros and Cons
DIXF: Demo
• Create custom target entity• Import using DIXF• Export using DIXF
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
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
In-Product
• In-product Import/Export (.DAT/Def)
• Built-in with AX
• Time tested
• Definition groups
In-Product
In-Product: Demo?
• Create a definition group• Import and Export
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
TableId: • Tables with the different name
and same table id.
• Tables with the same name and different table id.
In-Product: Hint
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
Test Data Transfer Tool
• Process
• Metadata
• Syntax
Test Data Transfer Tool
• Process
• Metadata
• Syntax
• 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
• DP.exe direction directory database server
TDTT: Syntax
Parameter Default value Description
direction EXPORT Specify EXPORT to export data or IMPORT to import data.
directory The current directory Specify the directory from which the data should be exported or to which the data should be imported.
database AXDB The name of the database.
server The current computer Specify the computer name or instance name of the SQL Server computer that is hosting the Microsoft Dynamics AX database.
TDTT: Demo?
• Refresh data in DEV system
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
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
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
Excel add-in
• Import • Publishing • RecId challenge• Recommendations
Excel add-in: Import
Excel add-in: Publish
Excel add-in: RecId
• Relations between tables based on RecIds are not supported. • Alternative keys can be used instead
Excel add-in: RecId
Recommended uses: • Low to medium data volumes (<10,000 records)• No business logic is required outside an existing document
serviceNon-recommended uses: • Large data sets• Content that requires execution of business logic• Data sets that require data cleansing
Excel add-in: Recommendations
Best tool for Each UseDIXF Dat/Def TDTT Excel
Source types AX, ODBC, CSV, Excel, XML, Text Dat + Def Out + OutModel
+ XML Excel
Import from another system Best
Update data Possible Possible
Cross company copy Best Possible
Speed Best
Save foreign keys Possible Best
Data entry Best
Copy data to TEST or DEV Best
Change data before import Best Possible
Validation Best
Summary
• Data migration addressed• Tools reviewed:
– DIXF– In-product Import/Export – Test Data Transfer Tool– Excel add-inhttp://technet.microsoft.com/en-us/library/aa834437.aspx
OPEN Q & A
Contact details
• Viktor Lesiv – [email protected]
• Ganna Kupchenko – [email protected]
• www.celenia.com
THANK YOUPlease fill out your evaluation