Dynamics AX Retail Installation Guide – Part 1

I will try to post here a step by step guide to install Dynamics AX R3 Retail. I will split this tutorial in 2 parts

Part 1 : Headquarters Installation
Part 2 : Store Installation

In TechNet you will find an architecture guide that I recommend to take a look before following this tutorial https://technet.microsoft.com/EN-US/library/jj991928.aspx

1.Install Retail Headquarter

You must install this component where AOS Server installed, it is mandatory.

Start Microsoft Dynamics AX Setup
Select “Retail headquarters” option, and then click Next.

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In Dynamics AX Client Open, Retail > Setup > Parameters > Retail parameters.
Click Initialize

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Restart Microsoft Dynamics AX AOS Service.

In Dynamics AX Client Open Retail > Common > Retail channels > Retail stores
Select the store you want to publish and then click “Publish”.

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Click “Workers” in select Store to Setup Workers

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Open Worker, click in the left side Retail and then “POS permissions”

POSPermissions

Apply the proper POS Permissions in Worker

2.Install Async Server

Start Microsoft Dynamics AX Setup
Select “Async Server” option, and then click Next

 

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Fill the Website settings that async server will be hosted. Than into consideration that a valid SSL certificate must be installed on IIS

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Async Server requires a SQL Server and database to store messages.

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Open AX Client in Setup > Retail scheduler > Channel integration

And create a Async Server Profile

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Define the Staging Area between Dynamics AOS and Async Server

Open Retail > Setup > Retail scheduler > Channel integration > Working Folders and configure folders

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Create a “Channel Data Group”

Open Setup > Retail scheduler > Channel integration > Channel Channel datagroup

 

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Open Retail >Periodic >Data Distribution >Distribution Schedule

For each job define the data group

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Open Retail > Setup > Retail scheduler > Channel integration > Channel database

Define the channel settings to be used in async client

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Configure the location of AsyncServer database

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3. Install Sync Server

Start Microsoft Dynamics AX Setup
Choose “Real Time Service” and choose next

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Configure Settings of the Sync service

 

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Open Retail > Setup> Retail scheduler > Channel integration > Real-time Service profiles

Configure Sync service location

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