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Network
Innovate
Learn
Experiment
Yabin LiuSenior Program Manager
IT Pro Experience
Disclaimer
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other
product names are or may be registered trademarks and/or trademarks in the U.S. and/or other
countries. Other names and brands may be claimed as the property of others.
The information herein is for informational purposes only and represents the current view of
Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to
changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of
this presentation. All product release dates and features specified are preliminary based on
current expectations, and are subject to change without notice. Microsoft may make changes to
specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE
OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE
INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR
OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.
Microsoft products are not intended for use in medical, life saving, or life sustaining applications.
Session focus
Centralized Omni-Channel Management
E-Commerce POS
IT Pro Experience
UX Improvements
Flexible, Scalable & Extensible Infrastructure
Search driven Shopping
Experience
OOB “Starter” Storefront
Hardware
Time Clock Customer OrdersPayment
Processing
Commerce Data Exchange (CDX)
Commerce Run Time (CRT)
Storefront Extensibility POS Extensibility
Merchandising
Payment ProcessingBI/ReportingOrder Management &
Fulfillment
Customer ManagementChannel Management
& Publishing
Catalog Management, Enrichment &
Publishing
Scale/Performance Upgrade & SupportMonitoring & Diagnostics
Rapid StartSetup/Deployment
Administration Experience
Payments Extensibility
Customer Management
CRT Services Omni-Channel
Workflows
Pricing, Shipping & Taxes
Search, Scan
Inventory & Replenishment
EOD & Financials
Pain points and challenges
Online store deployment, configuration
Monitoring & Diagnostics
Scale & Performance
POS store deployment, configuration, upgrade
Key investments
POS and online store deployment Upgrade RapidStart
Performance Whitepaper
Setup & Deployment
Topology
POS store 1
POS store N
Online store
Microsoft Dynamics AX
Commerce Data Exchange
Commerce Data Exchange
Commerce Data Exchange
Commerce Data Exchange
Point of Sale componentsPOS registersStore databaseOffline databasesCDX services
Retail store
Commerce Data ExchangeSynch Service
Store database
…POS
UI
Operation Manager
Services
Offline DB
POS
UI
Operation Manager
Services
Offline DB
POS deployment with AX Setup
POS deployment with Microsoft System CenterLeverage Microsoft System Center 2012New "user-centric" approach to application deliveryEmpower productivitySimplified deploymentAccelerate time-to-value
Retail team plans a how-to whitepaper
Online store componentsWebsitesOnline storeRetail product catalog site
JobRetail publishing job
DatabaseCRT databaseIdentity provider databaseCustomer claim database
Online store farm
Publishing job
CRT
Product catalog site collection
Load balancer
Online store
CRT
Online store
CRT
CRT database
…
Online store deploymentStep 1 – Install online channel files Step 2 – Configuration & customizationStep 3 – Deploy to SharePoint 2013
Supported operating systemsType of computer Supported operating systems
Head office
Application Object Server
Windows Server 2008 R2 64-bitWindows Server 2008 SP2 64-bitWindows Server 2012 64-bit
AX client computer
Windows Server 2008 SP2 32-bit and 64-bitWindows Server 2008 R2 64-bitWin 7 (32-bit or 64-bit)Windows Server 2012 (64-bit)Windows 8 (32-bit and 64-bit)
Head office database server
Windows Server 2008 SP2 64-bit Windows Server 2008 R2 64-bit Windows Server 2012 64-bit
Commerce Data Exchange Service at the head office
Windows Server 2008 R2 64-bitWindows Server 2008 SP2 64-bitWindows Server 2012 64-bit
Supported operating systemsType of computer Supported operating systems
Retail store
Store database computer
Windows Server 2008 SP2 32-bit and 64-bitWindows Server 2008 R2 64-bitWin 7 (32 or 64 bit)POS Ready 7 (32 or 64-bit)POS Ready 2009Windows Server 2012 (64-bit)Windows 8 (32-bit and 64-bit)
Commerce Data Exchange Service at the store
Windows Server 2008 SP2 32-bit and 64-bitWindows Server 2008 R2 64-bitWin 7 (32 or 64 bit)POS Ready 7 (32 or 64-bit)POS Ready 2009Windows Server 2012 (64-bit)Windows 8 (32-bit and 64-bit)
Retail POS register
Windows Server 2008 SP2 32-bit and 64-bitWindows Server 2008 R2 64-bitWin 7 (32 or 64 bit)POS Ready 7 (32 or 64-bit)POS Ready 2009Windows Server 2012 (64-bit)Windows 8 (32-bit and 64-bit)
Supported databasesType of computer Database
Head office
AX database server
SQL Server 2008 SP2 64-bit (Enterprise, Standard)SQL Server 2008 R2 64-bit (Enterprise, Standard, Data Center)SQL Server 2012 64-bit (Enterprise, Standard, Business Intelligence)
Commerce Data Exchange Service at the head office
SQL Server 2008 SP2 32-bit and 64-bit (Enterprise, Standard, Express)SQL Server 2008 R2 32-bit and 64-bit (Enterprise, Standard, Data Center, Express)SQL Server 2012 32-bit and 64-bit (Enterprise, Standard, Business Intelligence, Express)
Type of computer Database
Retail store
Store database computer
SQL Server 2008 SP2 32-bit and 64-bit (Enterprise, Standard, Express)SQL Server 2008 R2 32-bit and 64-bit Enterprise, Standard, Data Center, Express)SQL Server 2012 32-bit and 64-bit (Enterprise, Standard, Express)
Commerce Data Exchange Service at the store
SQL Server 2008 SP2 32-bit and 64-bit (Enterprise, Standard, Express)SQL Server 2008 R2 32-bit and 64-bit Enterprise, Standard, Data Center, Express)SQL Server 2012 32-bit and 64-bit (Enterprise, Standard, Express)
Retail POS register
SQL Server 2008 SP2 32-bit and 64-bit (Enterprise, Standard, Express)SQL Server 2008 R2 32-bit and 64-bit Enterprise, Standard, Data Center, Express)SQL Server 2012 32-bit and 64-bit (Enterprise, Standard, Express)
SharePoint 2013 system requirementshttp://technet.microsoft.com/en-us/library/cc262485(v=office.15).aspx
Monitoring
Monitoring – POS POS events logged in Windows Event logMonitor events with Microsoft System Center Mom packs
Monitoring – online storeWeb applications and databases Leverage SharePoint management pack
Retail publishing job Leverage SharePoint monitoring
RapidStart
Business (Analyst)
IT Admin Developer
More predictable, standardized implementations
High quality and repeatable configuration roll-outsEngagement of users
Extend and (Re)use for roll-outs
An introduction
An introduction
Provision users & Organizations
Dynamics Online
Pro
cess
Role
sR
apid
Sta
rt
Project Mgr ↔ IT Admin
Support implementation
& software IP
Extensibility
Developer
Capture business processes
Online Q&A
Consultant ↔ SME
Configure Microsoft Dynamics
AX
Consultant ↔ SME
Load in on-premises
Retail related enhancementFunctional Area Question Group QuestionPayment parameters Payment methods Set up payment typesPoint of Sale setup Profiles Hardware configuration Profiles Visual display creation
Profiles CDX real-time service creation POS parameters Screen layouts
POS parameters Permission groups for workers POS parameters Keyboard mapping groupsProduct maintenance Variant parameters Colors and color groups Variant parameters Size and size groups
Variant parameters Style and style groupsRetail loyalty setup General Loyalty customersRetail parameters Customer orders Default customer order type Customer orders Minimum deposit percent
Customer orders Sales order pick delivery modes setup Customer orders Select delivery mode for sales order
Customer orders Disposition code setup Customer orders Select sales order disposition code
Customer orders Number of days for which sales quotation is valid Customer orders Order cancellation charge
Customer orders Default shipping charge codes Customer orders Cancellation charge codes
Customer orders Customer order payment terms Customer orders Card transaction payment method
Product creation Automatic trade agreement creation Product creation Default purchase order warehouse
Product creation Default sales order warehouse Product creation Default inventory transactions warehouse
General EAN license number General Default inventory journal for stock counts
Replenishment Respect assortment during cross docking Replenishment Respect assortment during invent. allocation
Replenishment Coverage days to respect for assortment
Retail related enhancementFunctional Area Question Group QuestionRetail sales tax overrides Sales tax overrides Setup sales tax overrides and override groupsRetail scheduler parameters
Store integration Enable automatic updates to be distributed to store location
Store integration Max number of documents to process in batch jobData deletion Number of days before action is deleted
Data deletion Number of days to keep log file for retail schedulerData deletion Number of days to keep synch service messages
Retail store setup Retail store setup Set up retail stores and terminalsRetail posting configuration
Receipt options Deliver sales receipts to customers
Receipt options Email receipt subjectReceipt options Email receipt filename
Periodic discounts Post periodic discounts to ledger accountPeriodic discounts Ledger account type to use to post discounts
Periodic discounts Select ledger account to use to post discountsGift cards Product number to use for gift cards
Inventory update Inventory update detail levelInventory update Automatically settle open invoices on payment/credit note update
Settlement Automatically settle open invoices on payment/credit note updateAggregation Post safe drop as sum
Aggregation Post bank drop Aggregation Post voucher transaction amount
Invoice Valid journal for invoicesInvoice Valid account for invoices
Infocode discounts Post infocode discount
Upgrade
Upgrade process
POS2009
POS2009
POS2012
POS2012
AX 2009 AX 2012 R2
Overview
AX6.2
Synch Service V6.2
Real-time Service V6.2
Real-time Service V5.1
Synch Service V6.2
Store Connect V5.0
POS V6.2
POSV5.0
Upgrade key takeaways
Previous POS versions AX 2009 for Retail TR2 Refresh, AX 2012 Feature Pack
Synch ServiceBackwards compatible
Real-time ServiceVersion specific
Data translationCustomizable, using temporary tables
POS upgradeDeploy new version on separate schedule
Performance
Performance scenariosHQPublishing assortment to B&M StoresPosting of Trade agreements to B&M StoresEnd of Day Financial Posting flow from B&M Stores to Head QuarterTrickle Feed Initial Catalog Publishing
POSAdding products to POS transactionsProduct searchCustomer searchInitial offline database syncConcurrent CDX Real-time service API calls
Performance topology
POS/Commerce Data Exchange Synch
Service
HQ/Commerce Data Exchange Synch
Service
Store Databases
AOSes
AX Client/ Test Automation Client
AX Database
Real-time Service
Store Database
Real-time Service Stress Test Clients
POS Terminal, Offline Sync
Service, Offline
Database
SharePoint Database, CRT Database
Online/Commerce Data Exchange Synch Service
Publishing assortment to stores
AX Table Name Number of Records inserted in TablesRetailAssortmentExploded 10,000,000RetailConnPreactionTable 100
Suggested scale out optionsAdding more AOS and adding AOS batch threads will execute more assortment publishing tasks concurrently.Avoid having same Retail Product Category in multiple Retail Assortments. If you do have it, then any changes in specific Retail Product Category can lead to republishing of corresponding assortments and can slow down assortment publishing batch job execution.
Key takeaways
Supported topology and components
Supported operating systems and databases
Deployment enhancement
Monitoring with Microsoft System Center
Performance
Q & A
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.