Yabin Liu Senior Program Manager IT Pro Experience

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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




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


Retail POS register


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


Retail POS register


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.

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Yabin Liu Senior Program Manager IT Pro Experience