1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. General
  4. Environment comparison studio

Set up Environment comparison studio

Define the basic settings for the Environment Comparison Studio.


Application Consultant Application Consultant Start Start Are the Environment Comparison Studio parameters already set? Are the Environment Comparison Studio parameters already set? Set up Azure Storage for Azure file storage connector

Set up Azure Storage for Azure file storage connector

You can use an Azure Storage Account to exchange data files between your D365 FO environment (on-cloud or on-premises) and another environment, for example an on-premises environment.

 Set up Environment Comparison Studio parameters Set up Environment Comparison Studio parameters Set the general Environment comparison studio parameters that define the storage location for the ECS Azure file storage connector generated folders.  Procedure 1. Go to Environment Comparison Studio > Setup > Environment Comparison Studio parameters. 2. In the Share field, type a value. 3. Enter the username to be used to access the Azure file share. To access an Azure file share, the username is the name of the applicable Azure Storage Account. In the User name field, type a value. Note: You can only use one username and password combination to connect to an Azure Storage account. So, on all connectors that connect to the same Azure Storage account, the same username must be used. 4. Define the password to access the Azure file share. Fill in the Password field with the desired password or access key. The password or access key is specific for the current connector. In the Password field, type a value. Note: - To access an Azure file share, the password is the key of the applicable Azure Storage Account. - You can only use one user name and password combination to connect to one Azure Storage account. So, on all connectors that connect to the same Azure Storage account, the same password must be used. 5. Click Check connection. 6. Click Save. 7. Close the page. Set up Environment Comparison Studio connector Set up Environment Comparison Studio connector Set up a connector of type ECS Azure file storage. Use this type to connect to your Azure file storage location. The connector creates the Environment comparison studio folders in the share that is defined in the Environment comparison studio parameters.   On the Connector page, in the ECS connector details section, you can view the generated folder paths.   The ECS Azure file storage connector creates:  The environment-specific parent folder. This folder is created in the Share that is defined in the Environment comparison studio parameters.  A folder for each legal entity in the environment. These folders are created in the environment-specific parent folder.  A Work (ECSWorkFolder) folder for each legal entity. This folder is created in the legal entity folder.  Archive, Error, Export, and Import folders. These folders are created in the Work (ECSWorkFolder) folder.  Use the ECS Azure file storage connector to manage the paths and to place Environment comparison studio files in the applicable folders.    Folder Description Archive The Archive folder of the connector. The folder is used to store used and imported XML files. In Environment Comparison Studio, the XML files that you used for the content package creation will be moved to the Archive folder.  In Connectivity Studio, the resulting XML file will be moved to the Archive folder when you import the file back into D365 F&O.  Error The Error folder of the connector. Files are moved to this folder if, during import, errors occurred.  Export Folder where export messages, with the ECS Azure file storage connector as target connector, store the generated XML files. These files are used to create ECS content packages.  Import Folder where the import messages, with the ECS Azure file storage connector as source connector, get XML files to import into D365 FO. The import message, with the ECS Azure file storage connector as source connector, gets the XML files from the Import folder.    Procedure 1. Click Connectivity studio Integration Design. 2. Click the Connectors tab. 3. Click New. 4. In the Connector field, type a value. Note: You are advised to not include, in the connector name, the name of the application to which you connect. Use the Application field to define the applicable application for the connector. 5. In the Project field, enter or select a value. 6. In the Application field, enter or select a value. Note: You can only select an application that is defined for the applicable project. You can define project applications on the Projects page. You can type any existing application name, whether it is defined as a project application or not. If the typed application is not defined as a project application, it is automatically added to the project applications. 7. In the Connector type field, select 'ECS Azure file storage'. 8. Click Save. 9. Close the page. Set up Environment Comparison Studio message Set up Environment Comparison Studio message Use messages as the carriers that transport data from a source to a target, based on the mapping as defined on the message.  In Environment comparison studio, for a message to:  Export data from D365 FO, the:  Source document type is D365 FO.  Source connector type is D365 FO.  Target document type is XML.  Target connector type is ECS Azure file storage.  Import comparison result data into D365 FO, the:  Source document type is XML.  Source connector type is ECS Azure file storage.  Target document type is D365 FO.  Target connector type is D365 FO.  Make sure the Key field is added to the source XML document. The key is a constant value that is used to compare records. The Key field is a manual addition and is not part of the table that is used in the message.  End End Yes No

Activities

Name Responsible Description

Set up Azure Storage for Azure file storage connector

Application Consultant

 		You can use an Azure Storage Account to exchange data files between your D365 FO environment (on-cloud or on-premises) and another environment, for example an on-premises environment.

Set up Environment Comparison Studio parameters

Application Consultant

Set the general Environment comparison studio parameters that define the storage location for the ECS Azure file storage connector generated folders. 

Set up Environment Comparison Studio connector

Application Consultant

Set up a connector of type ECS Azure file storage. Use this type to connect to your Azure file storage location. The connector creates the Environment comparison studio folders in the share that is defined in the Environment comparison studio parameters.  

On the Connector page, in the ECS connector details section, you can view the generated folder paths.  

The ECS Azure file storage connector creates: 

  • The environment-specific parent folder. This folder is created in the Share that is defined in the Environment comparison studio parameters. 

  • A folder for each legal entity in the environment. These folders are created in the environment-specific parent folder. 

  • A Work (ECSWorkFolder) folder for each legal entity. This folder is created in the legal entity folder. 

  • Archive, Error, Export, and Import folders. These folders are created in the Work (ECSWorkFolder) folder. 

Use the ECS Azure file storage connector to manage the paths and to place Environment comparison studio files in the applicable folders. 

 

Folder Description
Archive

The Archive folder of the connector. The folder is used to store used and imported XML files.

  • In Environment Comparison Studio, the XML files that you used for the content package creation will be moved to the Archive folder. 

  • In Connectivity Studio, the resulting XML file will be moved to the Archive folder when you import the file back into D365 F&O. 
Error

The Error folder of the connector. Files are moved to this folder if, during import, errors occurred. 
Export Folder where export messages, with the ECS Azure file storage connector as target connector, store the generated XML files. These files are used to create ECS content packages. 
Import

Folder where the import messages, with the ECS Azure file storage connector as source connector, get XML files to import into D365 FO.

The import message, with the ECS Azure file storage connector as source connector, gets the XML files from the Import folder. 

 

Set up Environment Comparison Studio message

Application Consultant

Use messages as the carriers that transport data from a source to a target, based on the mapping as defined on the message. 

In Environment comparison studio, for a message to: 

  • Export data from D365 FO, the: 

    • Source document type is D365 FO. 

    • Source connector type is D365 FO. 

    • Target document type is XML. 

    • Target connector type is ECS Azure file storage. 

  • Import comparison result data into D365 FO, the: 

    • Source document type is XML. 

    • Source connector type is ECS Azure file storage. 

    • Target document type is D365 FO. 

    • Target connector type is D365 FO. 

Make sure the Key field is added to the source XML document. The key is a constant value that is used to compare records. The Key field is a manual addition and is not part of the table that is used in the message. 

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