Perceptive Interact for Enterprise Portal Installation and Setup Guide
Version 1.0.x Compatible with ImageNow version 6.7.x
Written by: Product Documentation, R&D Date: April 2014
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Perceptive Interact for Enterprise Portal Installation and Setup Guide
Table of Contents Overview ...................................................................................................................................................... 4 Required components ................................................................................................................................ 4 Software prerequisites ............................................................................................................................... 4 Licenses..................................................................................................................................................... 4 Installation and setup ................................................................................................................................. 5 Import Interact for Enterprise Portal model ............................................................................................... 5 Import an AXMODEL file using Windows PowerShell ........................................................................... 5 Import an AXMODEL file using AXUtil ................................................................................................... 5 Deploy Interact for Enterprise Portal model .............................................................................................. 6 Set up the Enterprise Portal server ........................................................................................................... 6 Set up an environment .............................................................................................................................. 7 Add Interact for Enterprise Portal FactBox to a Dynamics AX details page ............................................. 8 Add Interact for Enterprise Portal FactBox to a Dynamics AX list page ................................................... 8 Troubleshoot Interact for Enterprise Portal ............................................................................................. 8 FactBox not visible .................................................................................................................................... 8
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Perceptive Interact for Enterprise Portal Installation and Setup Guide
Overview Enterprise Portal is a lightweight web-based front-end for Microsoft Dynamics AX that offers solutions for critical business needs that are available anywhere on the web where Microsoft Dynamics AX users have access. When your needs include content like expense receipts or supplier invoices, Perceptive Interact for Enterprise Portal, which combines ImageNow capabilities with Enterprise Portal, offers you a webbased solution. This solution enables you to manage documents in ImageNow server and perform many of the key tasks that you can perform in ImageNow, such as adding, viewing, and downloading a document. This document explains how to import Perceptive Interact for Enterprise Portal model into the DAX server, deploy the model, and add Perceptive Interact for Enterprise Portal FactBox to Enterprise Portal pages.
Required components Software prerequisites You must have the following software available on your machine before you import the Interact for Enterprise Portal solution: •
Microsoft Dynamics AX 2012 R2 and R2 CU6
•
ImageNow Server, version 6.7 or higher. For more information on installing ImageNow Server, refer to the ImageNow Server and Client Installation and Setup Guide for your environment.
•
Perceptive Integration Server, version 6.7 or higher. For more information on installing Perceptive Integration Server, refer to the Perceptive Integration Server Installation and Setup Guide.
•
WebNow Client to enable viewing of documents
•
Enterprise Portal in SharePoint 2010 and higher
•
Perceptive Interact for Dynamics AX 2.0 and higher
Licenses This procedure requires the following Perceptive licenses. •
Interact for Enterprise Portal
•
WebNow Client
•
Perceptive Interact for Dynamics AX 2.0 and higher
To obtain the licenses, contact your Perceptive Software representative.
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Perceptive Interact for Enterprise Portal Installation and Setup Guide
Installation and setup The following sections provide instructions on how to set up Perceptive Interact for Microsoft Enterprise Portal. •
Import Perceptive Interact for Enterprise Portal model into the Dynamics AX (DAX) server
•
Deploy and publish the Enterprise Portal model
•
Set up the Enterprise Portal server
•
Set up an environment
•
Add Perceptive Interact for Enterprise Portal FactBox to a Dynamics AX details page
•
Add Interact for Enterprise Portal FactBox to a Dynamics AX list page
Import Interact for Enterprise Portal model You need to import Interact for Enterprise Portal model into the DAX server. A model is a set of elements in a given layer. You can export model files to files that have the AXMODEL extension. These model files are deployment artifacts that you can import into a model store . You can use either Windows PowerShell cmdlets or the AXUtil command-line utility to import model files into a model store.
Import an AXMODEL file using Windows PowerShell To import an AXMODEL file using Windows PowerShell comdlets, complete the following steps. 1. On the Start menu, point to All Programs, point to Administrative Tools, and then click Microsoft Dynamics AX Management Shell. 2. At the Windows PowerShell command prompt, type the following command, and then press ENTER. This command installs the specified file in the same layer from which it was exported. Install-AXModel -File -Details
Import an AXMODEL file using AXUtil To import an AXMODEL file using the AXUtil command-line utility, complete the following steps. 1. On the Start menu, click Command prompt. 2. Navigate to the directory for the management utilities. Typically, the location of this directory is %ProgramFiles%\Microsoft Dynamics AX\60\ManagementUtilities. 3. At the command prompt, type the following command, and then press ENTER. axutil import /file: /verbose
This command installs the specified file in the same layer from which it was exported. Note If the installation fails because of a conflict, rerun the command and use the /conflict:push option to push the element that has the conflict with the related update layer. You can then resolve the conflict.
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Perceptive Interact for Enterprise Portal Installation and Setup Guide
Deploy Interact for Enterprise Portal model After you import Interact for Enterprise Portal model into the DAX server, complete the following steps to deploy the IDEP.AX model and publish it in the DAX server. 1. In the navigation pane, click System administration. 2. Under Setup, click Enterprise Portal > Deployments. 3. Under Deploy to, select the Server option. 4. In the list, select the deployment target. 5. Click Deploy.
Set up the Enterprise Portal server You need to set up the SharePoint server hosting Enterprise Portal before you launch Interact for Enterprise Portal. To accomplish this, you must place a set of external DLLs in the SharePoint server. 1. Open the IIS Manager. 1. In the IIS Console, under Sites, navigate to SharePoint site, for example, port 8080. 2.
Right-click the Site node for SharePoint and click Explore to navigate to the appropriate folder in Windows Explorer, such as C:\inetpub\wwwroot\wss\VirtualDirectories\8080.
3. Navigate to the bin folder and place the following DLL files in the above folder: •
INConnectorInterface.dll
•
INController.dll
•
ISProxy.dll
4. Navigate to the parent folder corresponding to the site node for Sharepoint, such as C:\inetpub\wwwroot\wss\VirtualDirectories\8080. 5. Open the web.config file, go to the tags, and insert the following entries. ...
6. To run the deployed application dlls with full trust and thus resolve all possible partial trust conflicts with other controls and providers declared in the hosting application’s web.config file, you must modify the Code Access Security (CAS) and the trust configuration file used by the hosting web application. To complete this, perform the following substeps. 1. Locate the trust level in the hosting application’s web.config file, such as, . Note If trust originUrl="" level="Full" then no modification is necessary in the web.config file and you should ignore the following steps.
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Perceptive Interact for Enterprise Portal Installation and Setup Guide
2. Locate the configuration file reference in the node that matches the “trust level” from the above step. Refer to the example below.
3. Open the policy configuration file for editing, such as wss_mediumtrust.config, and edit the file. 4. Locate the “CodeGroup” section after “NamedPermissionSets” as shown in the example below.
5. Paste the following entry below the tag.
6. Ensure that the CodeGroup section resembles the example below. …
7. Restart the SharePoint server.
Set up an environment To use Interact for Enterprise Portal as an administrator, you must set up an environment for the user to connect to ImageNow Server from within Perceptive Interact for Microsoft Dynamics AX. For detailed steps on how to set up an environment, refer to the Perceptive Interact for Microsoft Dynamics AX Installation Guide. You must perform the following additional step for Interact for Enterprise Portal. To enable the user to view documents in Interact for Enterprise Portal, in the WebNow URL box, type the URL, for example, http://127.0.0.1:8080/webnow/.
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Perceptive Interact for Enterprise Portal Installation and Setup Guide
Add Interact for Enterprise Portal FactBox to a Dynamics AX details page To add the Interact for Enterprise Portal FactBox as a web part to a Dynamics AX details page, log into the site and perform the following procedures. 1. Click a record in the Dynamics AX list page. 2. On the Page tab, click the Edit Page
button.
3. Under any section, for example, Right Column, click Add a Web Part. 4. Under Categories, click Microsoft Dynamics AX. 5. Under Web Parts, click User control and then click Add. 6. Click the down arrow next to the new web part and select Edit Web part on the menu. 7. In the Interact FactBox, under Microsoft Dynamics AX, complete the following substeps. 1. In the Web part role list, click Consumer. 2. In the Update mode list, ensure that Conditional is selected. 3. In the Managed content Item list, select EPInteract DetailsFactBox. 8. Under Appearance, in the Chrome Type list, ensure that None is selected. 9. Click Advanced, and under Description, type the name of the relevant Dynamics AX form that is configured for IDAX, for example, PurchTable. 10. Click Apply. 11. On the toolbar, click the Stop Editing
button.
Add Interact for Enterprise Portal FactBox to a Dynamics AX list page To add the Enterprise Portal FactBox as a form part to a Dynamics AX list page, refer to “Configure a form for Interact” in Perceptive Interact for Microsoft Dynamics AX Help (Administrator topics). If you already added a FactBox for that Dynamics AX list page for the client, ignore this step. If you add the form part to a new Enterprise Portal page, you must restart the Application Object Server (AOS).
Troubleshoot Interact for Enterprise Portal If a functional issue occurs, use the information in this section to aid with troubleshooting.
FactBox not visible If the user is unable to view the Interact for Enterprise Portal FactBox after you have completed the installation steps and no error log is generated, verify that the user can view the FactBox in the same page for Dynamics AX Rich Client. Based on the user role, the FactBox may be visible to the administrator but not visible to other users. For details on user roles, refer to the Perceptive Interact for Microsoft Dynamics AX Installation Guide.
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