Microsoft Dynamics AX 2012 R3

Retail POS Installation Manual

Project
[Project Name]

Prepared by
Muhammad Aizaz Ahmed

Contributors
Sikander Ali
Shahbaz Hassan

1
Sure Step

Table of Contents
1 Table of Contents_________________________________________________________________2
2 Store Computer & AX Media Health Check______________________________________3
2.1 Cutomization Deployement:_________________________________________________________3
2.2 Check User Control Access Status in Control Panel and Disable it:_____________10
2.3 Check Event Viewer:________________________________________________________________11
2.4 Turn on Network Sharing and Turn off Windows Firewall:_______________________12
2.5 Verify TIME ZONE and equate Store time with Server:___________________________14
2.6 Create Async-Client user on Local Computer:__________________________________16
3 INSTALL SQL SERVER____________________________________________________________20
3.1 Enable Named Pipes and TCP/IP Protocol for this SQL Installation:_____________25
3.2 Change SQL Service Login and Restart MSSQLSERVER Service._________________26
4 .NET FRAMEWORK 4.5 INSTALLATION__________________________________________29
5 Import SSL Certificates_________________________________________________________31
6 POS Prerequisites_______________________________________________________________36
6.1 Windows Update Installation:______________________________________________________37
6.2 MICROSOFT SYNC FRAMEWORK 2.1 Installation:_________________________________38
6.2.1 Syncronization Component Installation_______________________________________________________38
6.2.2 PROVIDER SERVICES:_________________________________________________________________________41
6.2.3 DATABASE PROVIDERS:_______________________________________________________________________42
6.3 Shared Management Object Installation:_________________________________________44
7 Retail POS Installation__________________________________________________________45
8 Retail POS User Security Configurations:______________________________________55
9 Verify Installation_______________________________________________________________60
10 POS Database Backup Process_________________________________________________65
11 POS Database Restore Process_________________________________________________69

Store Computer & AX Media Health Check

2
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1.1 Cutomization Deployement:

1 Open SQL Server

Click Connect

Open Folder where

scripts are placed

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4
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5
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6
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7
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8
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1.2 Check User Control Access Status in Control Panel and Disable it:

1. Click Control Panel >

User Accounts.

2.
Click Change user
Account Control
settings.

3.
Slide down to Never
Notify.

Click OK and restart

your system before
proceeding to another
task.

10
Sure Step

1.3 Check Event Viewer:

Now verify if event viewer is opening and generating events properly.

1. Click Start > Event

Viewer.

2. Expand Windows Logs

> open application.

3.
Here we can see that
event viewer generating
events properly.

11
Sure Step

1.4 Turn on Network Sharing and Turn off Windows Firewall:

1. Open Network &

Sharing Center.

2. Click Change advance

sharing settings.

3. Select Turn on network

discovery.

Click Save changes.

Click Cancel if network

discovery was already
turned on.

12
Sure Step

4. Click Windows
Firewall.

5. Click Turn windows

firewall on or off.

Turn off Windows

Firewall for Domain
Profile or Run gpupdate
in command prompt.

1.5 Verify TIME ZONE and equate Store time with Server:

1. Open Change date and

time settings.

13
Sure Step

2. Verify that UTC+5:00

Islamabad, Karachi is
selected.

3.
Click time on task bar
and match this time with
server time.

4. If time doesnot match

then click Change date
and time settings.

14
Sure Step

5. Click Change date and

time.

6. Change time.

Click OK.

Close Date and Time

Window.

1.6 Create Async-Client user on Local Computer:

1. Go to Start > right click

My Computer > click
Manage.

15
Sure Step

2. Expand Local Users

and Groups > click
Users.

3. Right click > select

New User.. .

Enter Async-Client in
4. User Name and Full
name fields. Type User
for Async Service in
Description field. Type
password in Password
and Confirm Password
fields. Select Password
Never expires filed and
click Create, then click
Close.

16
Sure Step

5. Go to Start > local

security policy.

6.
Expand Local Policies
> click User Rights
Assignment.

7.
Open Log on as a
service Policy.

17
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8. Click Add user or

group.

9.
Click locations.

10
. Select local computer
account

Click OK.

18
Sure Step

11. Select Async-client

user in Enter the object
names to select box.

Click OK.

Close Log on as a
service Properties
Window.

INSTALL SQL SERVER

1. Open
SQLEXPRADV_x86_E
NU.exe setup file.

Wait for the installer to

start.

SQL Setup will extract

files to temp directory.

Wait.
2.

19
Sure Step

3. Click New installation

or add features to an
existing installation.

Setup will take some

4. time to start SQL
installer.

5. Wait for Setup Support

Rules to complete.

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6. Select I accept the

license terms
checkbox.

Click Next.

7. Wait for Setup Support

Files installation to
complete.

8. Select Database
Engine Services, SQL
Server Replication,
Full-Text Search,
Management Tools
Basic

Click Next.

21
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9. Click Default instance

radio button.

Click Next.

10
. Click Next.

11. Select Windows

authentication mode
radio button.

Click Next.

22
Sure Step

12 Click Next.
.

Wait for setup to

13 complete, it will take
. time.

SQL Server Setup will

confirm successful
14 installation.
.
Close this window.

23
Sure Step

1.7 Enable Named Pipes and TCP/IP Protocol for this SQL Installation:

1. Click Start > SQL

Server Configuration
Manager.

2. Click SQL Server

Network Configuration
(32bit).

Click Protocols for

3. MSSQLSERVER.

Right click Named

pipes and select
Enable.

24
Sure Step

4. Click OK.

5. Repeat the previous

step to enable TCP/IP.

1.8 Change SQL Service Login and Restart MSSQLSERVER Service.

1. Click Start > Services.

25
Sure Step

2. Right click SQL

SERVER(MSSQLSERVE
R).

3.

Click Properties.

4.

Click Log On.

26
Sure Step

5. Select Local System

account.

6.
Click OK.

7.
Click OK.

27
Sure Step

Right click SQL Server

8. (MSSQLSERVER) >
Click Restart.

A window will appear

and it will close
automatically after SQL
service restart.
9.

.NET FRAMEWORK 4.5 INSTALLATION

1. Open NDP451-
KB2858728-x86-x64-
AllOS-ENU.exe.

28
Sure Step

2. Wait for the installer to

extract files in temporary
folder.

3. .NET Setup will prepare

Installation environment.

4. Select I have read and

accept the license
terms checkbox.

Click Install.

29
Sure Step

5. .NET 4.5 setup will take

some time. Wait for the
installation to complete.

Import SSL Certificates

1. Click Start > mmc.

2. Click File > Add or

Remove Snap-ins.

30
Sure Step

3. Select Certificates from

Available Snap-ins

Click Add

4.
Select Computer
account.

Click Next.

5. Click Ok.

31
Sure Step

6. Expand Certificates.

7. Open Trusted Root

Certification
Authorities.

8. Right click certificates >

All Tasks > Import.

32
Sure Step

9. Click Next.

10. Click Browse to provide

certificate path.

11.
Locate RTS Cert
Certificate.

Click Open.

33
Sure Step

12. Click Next.

13. Type password in

Password field

Click Next button.

14.
Click Next.

34
Sure Step

15. Click Finish to

complete the process.

16.
A success window will
apear.

Click OK.

POS Prerequisites

Open POS
Prerequisites folder.

35
Sure Step

1.9 Windows Update Installation:

1. Open Window
6.1(Windows6.1-
KB2701373-v4-x86).

2. Wait.

3.

Click Yes.

36
Sure Step

4. Wait until the

installation is complete.

5.
Click Close.

1.10 MICROSOFT SYNC FRAMEWORK 2.1 Installation:

1.10.1 Syncronization Component Installation

1. Open SYNC
FRAMEWORK folder.

37
Sure Step

2. Open
(Synchronization-
v2.1-x86-ENU) setup.

3. Wait.

4. Click Next.

38
Sure Step

5. Select I Agree

Click Next.

6.

Click Next.

7.

Click Close.

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Sure Step

1.10.2 PROVIDER SERVICES:

1. Open
ProviderServices(Provid
erServices-v2.1-x86-
ENU) setup.

2.
Select I Agree.

Click Next.

3.
Click Next.

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Sure Step

4. Wait.

5.

Click Close.

1.10.3 DATABASE PROVIDERS:

1. Open
DatabaseProvider(Databas
eProviders-v3.1-x86-ENU)
setup.

41
Sure Step

2. Select I agree.

Click Next.

3. Click Next.

4. Wait.

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Sure Step

5. Click Close.

1.11 Shared Management Object Installation:

1. Open Shared
Management Objects
setup.

2. Click I accept the terms

in the license
agreement.

Click Next.

43
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3. Click install.

4. Click Finish.

Retail POS Installation

1. Open Setup of Microsoft
Dynamics AX.

44
Sure Step

2. Click Install > Microsoft

Dynamics AX
components.

3. Click Next.

4. Select I accept the

license terms.

Click Next.

45
Sure Step

5. Select I dont want to

join the program at this
time.

Click Next.

6. Select I dont want to

use Microsoft Update.

7.
Click Next.

46
Sure Step

8. Click Install.

9. Wait.

10. Click Next.

47
Sure Step

11. Select Custom

installation.

Click Next.

12.
Select following
components.

a). Retail POS.

b). Async Client.

c). Retail Channel

Configuration Utility.

13.
Validate Prerequisites.

Click Next.

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Sure Step

14. Give Async Server

URL (eg.
https//axcom.contoso.loc
al:36906/asyncserver).

Give Channel database

ID.

Give User Name.

Give Password.

15. Click Test Connection

to check connection is
successful or not.

Give User name and

Password or Async
Client Service.

Click Next.

16.
Give Message
Database Name (e.g.
asyncClient_Messages).

Give Database Name

(e.g RetailPOSDB)

49
Sure Step

17. Validate Prerequisites.

Click Next.

18. Click Install.

19. Wait for the setup to

complete installation.

50
Sure Step

20. Click Finish.

21. Click Start > Retail

Channel Configuration
Utility.

22. Select Create or

Upgrade Channel
Database.

51
Sure Step

23. Select Server name from

Server name drop down
menu.

Enter the name of

channel database
(e.g.110614).

24. Click Apply

25. Wait until database

create successfully.

52
Sure Step

26. Retail POS

Configuration window
will appear showing
channel database
created successfully.

Click OK.

27.
Select Configure Retail
POS.

28.

Provide Store ID,

Register ID, Legal
entity.

Click Test Connection.

53
Sure Step

Click OK.

Click Apply to update

Retail POS
configuration.

Click OK.

Click Close.

Retail POS User Security Configurations:

54
Sure Step

1. Open Microsoft SQL

Server Management
Studio

Click Connect

2. Expand Security folder.

3. Right Click Login folder.

55
Sure Step

4. Click New Login.

5. Click Search to add

user.

6.
Click Locations to
select Active directory.

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Sure Step

7. Select Entire Directory

Click ok.

8. Type store user account

name.

Click Check Names to

verify store user.

9. Click store user which

you have created in
previous steps.

57
Sure Step

10. Select User Mapping.

11. Select channel

Database.

Give rights
db_datareader,
db_datawriter, and
db_executor.

12.
Select Async Client
Database.

Give rights
db_datareader,
db_datawriter, and
db_executor.

58
Sure Step

Verify Installation
After completing POS installation with Administrator/Owner account logoff computer and Login again
with Store User Account perform following steps for verification of successful POS installation.

1. Click Start > Services

Make sure that

2.
Microsoft Dynamics
AX for Retail
Commerce Data
Exchange Async
Client service status is
Started.

3.
Open Windows
Browser

Open New Disk (C :).

59
Sure Step

4. Open Program Files.

5. Open Microsoft
Dynamics AX folder.

6.
Open 60 folder.

60
Sure Step

7. Open CDX folder.

8. Open Async Client

folder.

9.
Open Packages folder.

61
Sure Step

10. Open
AsyncClientConfigurati
onUtility

Click OK.

11. Click Test Connection

Wait for the test

response.

12.
Async Client
Configuration Tool
Window will appear
showing status of test
connection. Make sure
that test connection is
successful.

Click OK, you need to

investigate further if the
connection is
unsuccessful. For
troubleshooting steps
consult Lesson Learned
section at the end of this
document.

62
Sure Step

13. Click Channel

Configuration.

Click Test Connection

beneath Channel
Message Database

Click OK.
14.
Make sure that Server
name and Database
name fields have correct
values. You need to
investigate further if the
connection is
unsuccessful.

15
Test Channel Database
connection.

63
Sure Step

16. Click OK.

Make sure that Server

name and Database
name fields have correct
values. You need to
investigate further if the
connection is
unsuccessful.

17. Close Async Client

Configuration Tool
Window.

POS Database Backup Process

You have to login with Administrator/Owner account for POS backup & recovery.

1. Open SQL management

Studio.

Click Connect.

64
Sure Step

2. Expand databases folder

Right click on database

to take backup.

3.
Go-to Tasks > Back Up..

4.
Click Remove to remove
old path.

Click Add to add path

where the bakup will be
placed.

65
Sure Step

5. Click Add.

6. Locate the folder where

the backup of the
database will be placed.

7. Locate folder here.

66
Sure Step

8. Provide File Name (i.e.

bakup.bak)

Click OK.

9.
Click OK.

10.
Click Options

Select Verify backup

when finished

Click OK to start bakup.

67
Sure Step

11. Microsfot SQL Server

Management Studio will
confirm successful
completion of backup.

Click Ok.

POS Database Restore Process

1. Open SQL
Management Studio.

Right Click Databases.

Select Restore
Database.

2. Click From device radio

button on Restore
Database Window.

Click corresponding
button to choose restore
path.

68
Sure Step

3. Click Add to add backup

path.

4. Select backup file i.e.

backup.bak

Click OK.

5.
Select Database name
from To database
dropdown menu.

69
Sure Step

6. Select checkbox in
Select the backup sets
to restore

Click OK.

Wait.

7. Microsoft SQL Server

Management Studio will
confirm successful
restoration of database
backup.

70