Configuring Dynamics AX 2012 (embedded)

Previously, ReadSoft Online Connect was required to specify Dynamics AX integration settings. Now you can configure Dynamics AX to push the settings to the target system service in ReadSoft Online instead. To configure the Dynamics AX integration without using Online Connect:

  1. Configure legal entities in Dynamics AX 2012.
  2. Import the AX model file.
  3. Define three batch tasks in Dynamics AX 2012:
    • RsoOnlineConfigurationTask - synchronizes settings with ReadSoft Online.
    • RsoOnlineMasterDataSyncTask - synchronizes master data with ReadSoft Online.
    • RsoOnlineDocumentsProcessorTask - synchronizes documents with ReadSoft Online.
  4. Specify the target-system settings in ReadSoft Online.

Import the AX model file

  1. Close Microsoft Dynamics AX.
  2. Download this ZIP file.
  3. Right-click the ZIP file, select Properties and click Unblock.
  4. Extract the ZIP file and run Import 2012 AXModel.bat as administrator by right-clicking the file and selecting Run As Administrator.
  5. Restart the Windows Service, Microsoft Dynamics AX Object Server [version]-MicrosoftDynamicsAX.
  6. Run Microsoft Dynamics AX.
  7. When a dialog states that “The model store has been modified,” select Skip and click OK.
  8. Press  Ctrl  +  D  to open AOT and click the Project button.

    Click the Project button

  9. Expand the Shared node and double-click RsoIntegration to open the project.
  10. Select Compile (Build menu) to compile the project.

    The Build menu

  11. Select Generate Incremental CIL (Build menu).

    Generate Incremental CIL

Defining batch tasks

Repeat these steps for each batch task mentioned in step 2 above.

  1. Using Dynamics AX, navigate to System administration > Inquiries > Batch jobs.
  2. Select File > New to create a new batch job.
  3. Type a Job description for the new batch job that appears and save the batch job (Ctrl + S).
  4. Click View tasks and select File > New to create a new batch task.
  5. In the dialog that appears, type a Task description and specify Company accounts.
  6. The company account must match the External ID (External reference) of your ReadSoft Online customer.


    Task description

  7. Specify the Class name that corresponds to the batch task that you want to define: RsoOnlineConfigurationTask, RsoOnlineMasterDataSyncTask or RsoOnlineDocumentsProcessorTask.
  8. Save the task and click Parameters.
  9. Use the dialog that appears to specify ReadSoft Online credentials for an administrator account.
  10. Close the Batch tasks dialog and return to the Batch job dialog.
  11. Click Recurrence. In the dialog that appears, adjust the settings according to the current task you are specifying:
    Task Recommended recurrence
    RsoOnlineConfigurationTask Run this task once (no recurrence).
    RsoOnlineMasterDataSyncTask Every 4 hours.
    RsoOnlineDocumentsProcessorTask Every 5 minutes.
  12. Click OK to save the settings.
  13. Make sure the newly created batch job is selected in the Batch job dialog and select Functions > Change status and use the dialog that appears to change the status to Waiting

    Repeat the procedure above for each batch task that you need to define: RsoOnlineConfigurationTask, RsoOnlineMasterDataSyncTask or RsoOnlineDocumentsProcessorTask. After you run all the batches, you can specify the target-system settings in ReadSoft Online.