Microsoft Dynamics AX

Loading Contoso Demo Data for Microsoft Dynamics AX 2009

Date: March 2010

https://mbs.microsoft.com/partnersource/products/axapta/partnerproduc tivity

Contents
DIFFERENT DATA SETS AND FILE FORMATS ............................................................................................................ 3 STRUCTURE OF CONTOSO GROUP OF COMPANIES ................................................................................................ 3 WORKING WITH THE DYNAMICS DAT FILE FORMAT .............................................................................................. 4 EXPORTING CONTOSO DATA USING MICROSOFT DYNAMICS AX...............................................................................................4 IMPORTING CONTOSO DATA USING MICROSOFT DYNAMICS AX...............................................................................................4 Preliminary actions needed before importing .......................................................................................................4 Import CEU company data ....................................................................................................................................5 Import CEE company data.....................................................................................................................................7 Import CEC company data ..................................................................................................................................11 ERRORS DURING IMPORT ...............................................................................................................................................12 WORKING WITH SQL SERVER DATABASE BACKUP ............................................................................................... 12 OPTIONS FOR RESTORING A SQL BACKUP FILE ....................................................................................................................13 1. Ax is not installed .......................................................................................................................................13 2. AX is installed .............................................................................................................................................13 RESTORING A DATABASE BACKUP .....................................................................................................................................13 BACKING UP A DATABASE ...............................................................................................................................................18 APPENDIX A: DEFINITION GROUP CREATION OPTIONS ........................................................................................ 21 APPENDIX B: TIME AND FILE SIZES FOR DAT FILE IMPORT TIME........................................................................... 22

Loading Contoso Demo Data for Dynamics AX 2009

Different data sets and file formats

On Microsoft Dynamics AX PartnerSource there are two different data sets for the U.S. English global demo data for the Contoso group of companies: 1. The Contoso base demo data, which contains almost no transactional data. 2. The Contoso transactional demo data, which contains transactional data for some modules over a two-year period from July 1, 2006 until July 1, 2008. Sales orders with delivery dates through September 30, 2008 have been entered. This data is available in two file formats: a. Microsoft Dynamics AX DAT b. Microsoft SQL Server BAK To view a summary of the times and file sizes (on a dual core x86 Family 5 Model 3 Stepping 4 Genuine Intel ~3192 MHz processor machine with 2.5 GB of RAM), see the following table. You can view additional details in Appendix B. Your times may vary depending on your hardware specifications. Base data 2 year Transactional data DAT import SQL BAK Restore DAT import SQL BAK Restore Uncompressed Size (MB) 277 707 859 2086 Approximate Time (min) 25 2 150 4 Metric

Importing the DAT file takes more time. However, it is portable between different environments and AX installations. If you have an Oracle database, you must use the DAT file. Restoring the SQL backup file is quicker, although it may require reinstallation of non-base AX components. You may need to reprocess cubes and deploy reports after loading the Demo Data. This applies when you use either method.

Structure of the Contoso group of companies

The Contoso demo data is comprised of three main companies: 1. CEU Contoso Entertainment USA, the companys headquarters based in the USA. 2. CEE Contoso Entertainment Europe, the distribution subsidiary company based in Germany. 3. CEC Contoso Entertainment Consolidation, based in the USA. There is also a virtual company, CVC, which includes table collections from CEU and CEE.

Loading Contoso Demo Data for Dynamics AX 2009

Working with the Dynamics DAT file format

Exporting Contoso data using Microsoft Dynamics AX
1. Import the DefGroupsContos.dat file into Dynamics AX. This file contains definition groups that allow for the export of data for the Contoso companies. You will work with the following definition groups to import and export data for Contoso: Definition group 1. CEU 2. CEE1 3. CEE2 4. CEC Name and Description Export of CEU including Shared and Cross-Reference tables Export of CEE including Shared and Cross-Reference tables Export of CEE subset of tables that are imported without validating existing records Export of CEC consolidation company

Appendix A contains information about how to set up of definition groups.

Importing Contoso data using Microsoft Dynamics AX

Preliminary actions to perform before importing 1. It is important that the target database for the Dynamics AX instance is empty, newly-created, or it does not have companies with the same names as the imported names. Importing a company over an existing company may result in missing records in the target DB or additional duplicate entries depending on which options are selected during the import process. 2. In the target Dynamics AX instance, create the same structure of companies as in the Contoso demo data. Create three companies: (1) CEU, (2) CEE, and (3) CEC.

3. Create a virtual company CVC.

Loading Contoso Demo Data for Dynamics AX 2009

a. Add CEU and CEE to the CVC company.

b. Select table collections: CentralizedPayments and DirPartyCollection.

4. Restart the AOS after creating the virtual company.

Import CEU company data 1. Import the CEU.dat file, which contains shared tables, into the CEU company that you created in the steps above. Use the following settings:

Loading Contoso Demo Data for Dynamics AX 2009

2. Click Yes to all in the following dialog:

3. If you have installed any non-base components, the following dialog may appear. Select the following settings:

Loading Contoso Demo Data for Dynamics AX 2009

a. Click Yes in the following message box:

4. Click Yes in the following message box:

Import CEE company data

You must import two DAT files into the CEE company: (1) CEE1.dat and (2) CEE2.dat. 1. Import the CEE1.dat file, which contains shared tables, by using the following settings:

Loading Contoso Demo Data for Dynamics AX 2009

2. Click Yes to all in the following message box:

3. Click No to all in the following dialog:

Loading Contoso Demo Data for Dynamics AX 2009

4. Click Yes in following message boxes:

5. Import the CEE2.dat file, which does not contain shared tables, by using the following settings:

Loading Contoso Demo Data for Dynamics AX 2009

6. If you have installed any non-base components, you the following dialog may appear. Select the following settings:

7. Click Yes in the following message box:

Loading Contoso Demo Data for Dynamics AX 2009

10

Import CEC company data 1. Import the CEC.dat file by using the following settings:

2. If you have installed any non-base components, the following dialog may appear. Select the following settings:

Loading Contoso Demo Data for Dynamics AX 2009

11

a. Click Yes in the following message box:

Errors during import

Some error messages may appear in the Infolog after you import the DAT files. These do not result in data loss as far as our investigations have revealed, and they should not cause any problems. If you discover problems with the import process, please contact Microsoft Support through your normal channels.

Working with SQL Server Database Backup

If you are using a SQL Server as your database for Dynamics AX 2009, you can save time loading the demo data by using SQL Management Studio in SQL Server 2005 to restore the .BAK file, which contains data from all the companies: CEU, CEE, CEC, including CVC.

Loading Contoso Demo Data for Dynamics AX 2009

12

Note about license files: When you restore a database, you get a license file along with our download. The license is valid until June 06, 2009. Ensure that you do not lose your license file or other data during this process by using a separate database for demo data.

Options for restoring a SQL backup file

1. AX is not installed 1. Restore the SQL backup file into the database. See the section Restoring a database backup for instructions. 2. Install Dynamics AX by pointing the AOS to the restored database during installation. 3. Synchronize the AOT i. After installation, open Microsoft Dyanmics AX ii. open the AOT iii. Right-click Data Dictionary iv. Click Synchronize in the context menu

2. AX is installed 1. Stop the AOS service. 2. Restore the SQL backup file to the AX database that your AOS is pointing to. See the section Restoring a database backup for instructions. 3. Start the AOS. 4. Install or reinstall any of the following AX components as needed: Required i. Role Centers and Enterprise Portal ii. Workflow iii. Reporting Extensions iv. Analysis Extensions Integration i. .Net Business Connector ii. AIF Web Services iii. Biz Talk adapter iv. Synchronization Proxy (Project Server 2007) v. Synchronization Service (Project Server 2007) 5. Synchronize the AOT i. After installation, open Microsoft Dyanmics AX ii. open the AOT iii. Right-click Data Dictionary iv. Click Synchronize in the context menu

Restoring a database backup

Refer to the SQL Server 2005 documentation to learn how to restore a database backup. The following link on MSDN may help you get started: http://msdn.microsoft.com/en-us/library/ms177429.aspx Loading Contoso Demo Data for Dynamics AX 2009 13

Some screenshots that may assist you with this task follow below. 1. Open Microsoft SQL Server Management Studio. 2. Select the Database that you want to restore the Contoso demo data to. This should be the database that your AOS is configured to point to. 3. Right-click the database, point to Tasks, and then click Restore. 4. Click Database, to open the Restore Database dialog box.

5. On the General page, the name of the restoring database appears in the To database list box. 6. In the To a point in time text box, retain the default setting, Most recent possible. 7. To Specify the source and location of the backup sets to restore, click From Device. a. Click the browse button to open the Specify Backup dialog box. b. In the Backup media list box, select File as the device type. Click Add.

Loading Contoso Demo Data for Dynamics AX 2009

14

8. The Locate Backup File dialog box appears. Select the path to the location where you have saved the ContosoDemoDataAX2009.bak file. Click OK intil you return to the Restore Database dialog box.

Loading Contoso Demo Data for Dynamics AX 2009

15

9. In the Select the backup sets to restore grid, select the backup that you want to restore by placing a check mark in the Restore checkbox.

Loading Contoso Demo Data for Dynamics AX 2009

16

10. Then click Options in the Select a page pane. 11. In the Restore options panel, select the Overwrite the existing database restore option. Click OK on the Restore Database dialog box.

Loading Contoso Demo Data for Dynamics AX 2009

17

Backing up a database
Please refer to the SQL Server 2005 documentation to learn how to back up a database. The following link on MSDN may help you get started: http://msdn.microsoft.com/en-us/library/ms187510.aspx Some screenshots that may assist you with this task follow below. 1. Open Microsoft SQL Server Management Studio. 2. Select the Database that you need to restore the Contoso demo data to. This should be the database that your AOS is configured to point to. 3. Right-click the database, point to Tasks, and then click Backup. The Back Up Database dialog box appears.

Loading Contoso Demo Data for Dynamics AX 2009

18

4. In the Database list box, verify the database name. In the Backup type list box, select Full. For Backup component, click Database. 5. Choose the type of backup destination by clicking Disk. Click Add to select the path to back up your database to and click OK. The selected path is displayed in the Backup to list box. 6. Enter the name of the file (Destination on disk) in the pop-up dialog Select Backup Destination and click OK.

Loading Contoso Demo Data for Dynamics AX 2009

19

7. To view or select the advanced options, click Options in the Select a page pane. You may configure these as you wish.

Loading Contoso Demo Data for Dynamics AX 2009

20

Appendix A: Definition group creation options

Definition groups CEU and CEE1 are created based on the following settings:

Definition groups CEE2 and CEC are created based on the following settings:

Loading Contoso Demo Data for Dynamics AX 2009

21

Appendix B: Time and File sizes for DAT file import time
CEU Base Data 11 230 2yr Transaction 127 811 Base Data 12 27 CEE 2yr Transaction 12 31 Base Data 2 17 CEC 2yr Transaction 2 17 SQL DB Restore 2yr Transaction 3 2086 Hardware used

Import, min Size, Mb

Import, min Size, Mb

5 230

86 811

7 27

9 31

2 17

2 17

3 2086

Memory: 2,5 Gb Processor(s): 2 Processor(s) Installed. [01]: x86 Family 5 Model 3 Stepping 4 GenuineIntel ~3192 Mhz [02]: x86 Family 5 Model 3 Stepping 4 GenuineIntel ~3192 Mhz Memory: 4Gb Processor(s): 2 Processor(s) Installed. [01]: x86 Family 6 Model 15 Stepping 11 GenuineIntel ~1968 Mhz [02]: x86 Family 6 Model 15 Stepping 11 GenuineIntel ~1968 Mhz

Loading Contoso Demo Data for Dynamics AX 2009

22

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics

The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

2007 Microsoft Corporation. All rights reserved. Microsoft, the Microsoft Dynamics Logo, Office, Office Word, Office PowerPoint, Office Excel, Office Visio, BizTalk, FRx, Microsoft Dynamics, SharePoint, Visual Basic, Visual C++, Visual SourceSafe, Visual Studio, Windows, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation, FRx Software Corporation, or Microsoft Business Solutions ApS in the United States and/or other countries. Microsoft Business Solutions ApS and FRx Software Corporation are subsidiaries of Microsoft Corporation. All other trademarks are property of their respective owners.