Link TotalAgility to Microsoft Dynamics AX

  1. On the Home page, click Integration > Dynamics AX.

    The Dynamics AX page appears.

  2. Click Add Add for AX Systems.

    The AX System Configuration page for registering a new Dynamics AX service appears.

  3. Enter a Name to identify the Dynamics AX System with which to communicate.
  4. Enter the AOS Name of the Dynamics AX Application Object Server (AOS) used to perform actions.
  5. Enter the Company name.
  6. In the Dynamics AX site URL box, enter the location of the TotalAgility data web service installed on the Dynamics AX System.
  7. Select the Dynamic AX version.
    Note For the supported versions of Dynamics AX, see the Technical Specifications document available on the Kofax website at www.kofax.com.
  8. Enter the Username and Password to log into the Dynamic AX site.
  9. Enter the Domain name to connect to the Dynamic AX server.
  10. Click OK.

    The Dynamic AX page lists the new connection with the name, web service URL, version and user name.

    You can do the following:

    • Edit all the fields in a registered Dynamics AX site from the available list of sites and regenerate the web service.

    • Delete a registered Dynamics AX site from the list of available sites on the Dynamic AX page.

  11. On the Dynamics AX page, click the new site.

    The AX System Configuration page appears.

  12. To establish a connection to the service, click Add for Services.

    The Dynamics AX Service Configuration page appears.

  13. Enter the Service and the XML Schema Definition (XSD) name.
  14. Click OK.

    A confirmation message appears. The AX System Configuration page lists the new service and a link to Configure Events.

Change the bindings in TotalAgility Web.config file for an SSL installation

If you are calling a non-SSL Dynamics AX server from an SSL enabled server (On-Premise or Integration Server), update the Dynamics AX Web.config file.

  1. Open the Web.config file, located at ...\TotalAgility\DAXInstallation\Agility.Server.Integration.DynamicsAx.Web.
  2. Update the BasicHttpBinding_DynamicsAxCommunicatorService to change the binding from
    <!-- HTTP with Windows authentication--> <security mode="Transport"> <transport clientCredentialType="None" /> </security>
    to
    <!-- HTTP with Windows authentication--> <security mode="TransportCredentialOnly"> <transport clientCredentialType="None" /> </security>
  3. Save the file.
  4. Restart TotalAgility DynamicsAxCommunicatorService to apply the new settings.