Setup a AX Connection using AX Connection Manager

SSIS Integration Toolkit AX Connection Manager is an SSIS connection manager that can be used to establish connections with Microsoft Dynamics AX Server. 

AX connection manager allows you to specify how you want to connect to your AX server. 

To add a AX connection to your SSIS package, right-click in the Connection Manager area, and choose "New Connection..." from the context menu. You will be prompted the following window, where you can choose the "DynamicsAX" item to add the connection.

new connetion

Add AX Connection Manager

AX Connection Manager contains the following three pages which configure how to connect to Microsoft Dynamics AX server.

  • General
  • Advanced Settings
  • More Info 

General page

The General page of AX Connection Manager allows you to specify the general settings of the connection. Specifically, this is where you enter authentication information for your Dynamics AX connection.

AX Connection Manager - Business Connector

Connection API (since v9.0)
The Connection API drop-down allows you to specify which connection API you want to use to build the connection. It includes two types of APIs:
  • Business Connector - Microsoft Dynamics AX (4.0 – 2012 R3)
  • OData – Microsoft Dynamics 365 for Operations
Connection API - Business Connector

Microsoft Dynamics AX .NET Business Connector is usually shipped with AX installation package. It needs to be installed on the developer machine or your integration servers.

User Name
The User Name option allows you to specify the Windows user account that you want to use when connecting to Dynamics AX server. Note that the user name should be a Windows domain account instead of the actual Dynamics AX user account. 
User Domain
The User Domain option is used to specify the active directory domain of the Windows user. 

AX Connection Manager - OData

Connection API - OData
Service URL
The Service URL option allows you to specify your organization's root service endpoint which you can use to connect to your Dynamics 365 for Operations.
User Name
The User Name option allows you to specify the user account that you want to use when connecting to your Dynamics 365 for Operations.
Password
The Password option allows you to specify the password for the above user account in order to login to your Dynamics 365 for Operations.
Active Directory Resources
The Active Directory Resources option allows you to specify the Microsoft Active Directory (AAD) Resource URL to complete the OAuth authorization process. The URL is usually your organization's root service endpoint.
Active Directory Tenant
The Active Directory Tenant option allows you to specify the Tenant name where the Client App Id is verified to complete the authorization process.
Client App Id
The Client App Id option allows you to specify the GUID value that identifies a client application in Microsoft Azure Active Directory (AAD). Note that you may need to register your application with AAD via the Azure portal in order to generate your Client App Id.
Service Timeout (secs)
The Service Timeout (secs) option allows you to specify a timeout value in seconds for the connection. The default value is 120 seconds.
Authorize Button
By clicking he Authorize Button, it will pops up a Application Access Authorization window to help you authorize the application to access your Dynamics 365 for Operations data. All you need to do is to provide the Redirect URL defined in Azure App and it supports two types of authorizations:
  • Authorize in App
  • Authorize in Browser
AX Connection Manager - Application Access Authorize.png
Test Connection
After all the connection information has been provided, you may click the "Test Connection" button to test if the user can successfully login to the AX server. 

Advanced Settings page

The Advanced Settings page of AX Connection Manager allows you to specify some advanced settings of the connection. 

AX Connection Manager - Settings - Business Connector

Advanced Settings (Business Connector)
Proxy Account - User Name

Specify the .NET Business Connector proxy account's user name that is used for the AX connection. This may or may not be required depending on your system's Dynamics AX configuration.

Proxy Account - Password

Specify the .NET Business Connector proxy account's password. This is only required when you have specified a proxy account.

Proxy Account - Domain

Specify the .NET Business Connector proxy account's Windows domain name. This may or may not be required in the case that a proxy account is specified.

Object Server Name

Specify the Microsoft Dynamics AX Application Object Server (AOS) used for the connection. This may or may not be required depending on your system's Dynamics AX configuration.

Configuration Name

Specify the name of Microsoft Dynamics AX configuration to be used for the connection. This can be a file path to your AX configuration file (.axc).

Company

Specify the company to be used for the connection. This is an optional parameter.

Language

Specify the language to be used for Dynamics AX labels for the connection session. An example of such language is "en-us". This is usually an optional parameter.

Tenant

Specify the tenant when establishing the connection to your Dynamics AX server. This is usually an optional parameter.

AX Connection Manager - Settings - OData

Advanced Settings (OData)
Proxy Mode
Proxy Mode option allows to specify how you want to configure the proxy server setting. There are three options available.
  • No Proxy
  • Auto-detect (Using system configured proxy)
  • Manual
Proxy Server
Using the Proxy Server option, you can provide a proxy server to connect to the Dynamics 365 for Operations.
Port
The Port option allows you to specify port number of the proxy server for the connection.
Username
The Username option allows you to specify the proxy user account.
Password
The Password option allows you to specify the proxy user’s password.

NOTE:   Proxy Password is not included in the AX connection manager's ConnectionString property by default. This is done by design for security reasons. However you can include it in your ConnectionString if you want to parameterize your connection manager. The format would be ProxyPassword=myProxyPassword; (make sure you have a semicolon as the last character). It can be anywhere in the ConnectionString.

Retry on Intermittent Errors
This is an option designed to help recover from possible intermittent outages or disruption of service. It prevents the integration process from stopping due to temporary issues. Enabling this option will allow service calls to be retried upon certain types of failure. A service call may be retried up to 3 times before an exception is fired. Retries occur after 0 seconds, 15 seconds, and 60 seconds.

Warning: We have designed our retry feature carefully such that the retry should only occur when it is deemed safe to do so; however, in some occasions such retry service calls could result in the creation of duplicate data.

More Info page

More Info page shows some basic information about the toolkit. In this page, you can find the version information of the toolkit.

AX Connection Manager - More Info