Monday, September 16, 2019

How to Publish Data entity to BYOD in D365FO


Publishing Data entity has below four major steps. Actually a batch job was written to populate the data entity. 

Major Steps:

1)     Enable Change Tracking on D365FO Database

2)     Configuration to publish data entity

3)     Publishing data entity to BYOD / Choosing the incremental load option for data entity 

4)     Create data entity export project.


Step 1: Enable change tracking on AX database by using below SQL Script

ALTER DATABASE [AxDB] SET CHANGE_TRACKING = ON (CHANGE_RETENTION = 6 DAYS, AUTO_CLEANUP = ON)

Step 2: Configuration to publish your data entity

i)      Go to Data Management
ii)     Click “Configure Entity Export to database

iii)      Step ii will open below screen

iv)      If the BYOD database is not configured or the above screen is empty, then please click the new button and fill all the details as shown in the below screenshots

        
 Click on “configure” and enter the  connection string details as shown in the below screenshot. For connection string you may connect your AX Admin.

You can test your connection string, by clicking on “Validate” button. Finally click on “Save” button to create your BYOD connection.


Step 3: After creating connection for BYOD database. Now it is the time to publish your data entity.

i)                    Click on the publish button which is at the top of form. In the below screenshot, it is highlighted in yellow. 


 After you click on publish, below screen will appear. And on this screen click on “Publish” button as shown in the screenshot.

If the data entity is published, below screenshot should pop-up.



ii)                    After publishing the data entity.Normally the business requirement would be get incremental data. To configure this, click “ Change Tracking” and choose options like “Enable Primary Table”,“Enable entire entity” or “Enable custom query”. For my requirement I chose “Enable Primary Table”. In this case, say if we have 100 rows for the data entity then these 100 rows will be loaded in BYOD database. And after sometime one more record is added in the data entity, then this new record will be also published. So total records will be 101. Presently I have not tested or checked the feature available with options “Enable entire entity” or “Enable custom query”.


 
After enabling the change tracking below message should pop-up.



STEP 4: Finally we need to create Export project.

i)                    To do so go to  Data Management> Export (see the screenshot).


ii)           Provide Entity Name, Target Data Format, Default refresh type, Select fields ( yet not tested) and click on “Add” button. In the Target Data Format choose the BYOD connection which was created in earlier STEP 2.


After successful creation of Export project below highlighted message should appear. And here on your data entity is fully published and incrementally data will be loaded in the BYOD database.






Thanks,
Uma


7 comments:


  1. Hello,

    I have some entities in my application that have no tables, only views.

    I can't publish these entities without a table staging?

    Thank you!

    ReplyDelete
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