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Microsoft Dynamics AX

Loading Contoso Demo Data for Microsoft Dynamics AX 2009

Date: March 2010

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

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.

Metric

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

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 company’s 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.

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

Name and Description

1. Export of CEU including Shared and Cross-Reference tables

CEU

2. Export of CEE including Shared and Cross-Reference tables

CEE1

3. Export of CEE subset of tables that are imported without validating existing records

CEE2

4. Export of CEC consolidation company

CEC

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.

data. Create three companies: (1) CEU, (2) CEE, and (3) CEC. 3. Create a virtual company

3. Create a virtual company CVC.

a. Add CEU and CEE to the CVC company. b. Select table collections: CentralizedPayments and

a. Add CEU and CEE to the CVC company.

a. Add CEU and CEE to the CVC company. b. Select table collections: CentralizedPayments and DirPartyCollection.

b. Select table collections: CentralizedPayments and DirPartyCollection.

collections: CentralizedPayments and DirPartyCollection. 4. Restart the AOS after creating the virtual company.

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:

2. Click Yes to all in the following dialog: 3. If you have installed any

2. Click Yes to all in the following dialog:

2. Click Yes to all in the following dialog: 3. If you have installed any non-base

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

a. Click Yes in the following message box: 4. Click Yes in the following message

a. Click Yes in the following message box:

a. Click Yes in the following message box: 4. Click Yes in the following message box:

4. Click Yes in the following message box:

message box: 4. Click Yes in the following message box: Import CEE company data You must

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:

2. Click Yes to all in the following message box: 3. Click No to all

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

2. Click Yes to all in the following message box: 3. Click No to all in

3. Click No to all in the following dialog:

4. Click Yes in following message boxes: 5. Import the CEE2.dat file, which does not

4. Click Yes in following message boxes:

4. Click Yes in following message boxes: 5. Import the CEE2.dat file, which does not contain
4. Click Yes in following message boxes: 5. Import the CEE2.dat file, which does not contain

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

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

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

following dialog may appear. Select the following settings: 7. Click Yes in the following message box:

7. Click Yes in the following message box:

Import CEC company data 1. Import the CEC.dat file by using the following settings: 2.

Import CEC company data

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

Import the CEC.dat file by using the following settings: 2. If you have installed any non-base

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

a. Click Yes in the following message box: Errors during import Some error messages may

a. Click Yes in the following message box:

a. Click Yes in the following message box: Errors during import Some error messages may appear

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.

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

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.

Click Database , to open the Restore Database dialog box. 5. On the General page, the

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.

8. The Locate Backup File dialog box appears. Select the path to the location where

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.

9. In the Select the backup sets to restore grid, select the backup that you

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.

10. Then click Options in the Select a page pane. 11. In the Restore options

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.

Backing up a database Please refer to the SQL Server 2005 documentation to learn how

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.

4. In the Database list box, verify the database name. In the Backup type list

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.

7. To view or select the advanced options, click Options in the Select a page

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

Appendix A: Definition group creation options

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

CEU and CEE1 are created based on the following settings: Definition groups CEE2 and CEC are

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

groups CEE2 and CEC are created based on the following settings: Loading Contoso Demo Data for

Appendix B: Time and File sizes for DAT file import time

   

CEU

 

CEE

 

CEC

SQL DB

Hardware used

     

Restore

Base

2yr

Base

2yr

Base

2yr

2yr

Data

Transaction

Data

Transaction

Data

Transaction

Transaction

Import,

11

127

12

12

2

2

3

Memory: 2,5 Gb Processor(s): 2 Processor(s) Installed.

min

Size,

230

811

27

31

17

17

2086

[01]: x86 Family 5 Model 3 Stepping 4 GenuineIntel ~3192 Mhz [02]: x86 Family 5 Model 3 Stepping 4 GenuineIntel ~3192 Mhz

Mb

Import,

5

86

7

9

2

2

3

Memory: 4Gb Processor(s): 2 Processor(s) Installed.

min

Size,

230

811

27

31

17

17

2086

[01]: x86 Family 6 Model 15 Stepping 11 GenuineIntel ~1968 Mhz [02]: x86 Family 6 Model 15 Stepping 11 GenuineIntel ~1968 Mhz

Mb

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