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Set up Azure Storage for general files
Activity Flow

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.

Application Consultant Application Consultant Start Start Create Azure Storage Account Create Azure Storage Account   You can use an Azure Storage Account to: Exchange data files between your D365 FO environment and another environment, for example an on-premises environment. You use the Azure Storage Account on Azure file storage connector setup or on Blob storage connector setup. Store general Connectivity studio files. For example, version management files and history report files. You use the Azure Storage Account on Connectivity studio parameter setup. You can: Create an Azure Storage Account. Use the Azure Storage Account of your D365 FO environment. If a cloud-hosted D365 FO environment is created with LCS, automatically the related Azure Storage Account is created. The default name of this Azure Storage Account is the same as the D365 FO environment name. Note: when you delete the D365 FO environment, also the related Azure Storage Account is deleted. For more information, refer to Create an Azure Storage Account. Do you want to use the  Azure Storage Explorer? Do you want to use the  Azure Storage Explorer? Install Azure Storage Explorer and connect to an Azure Storage Account Install Azure Storage Explorer and connect to an Azure Storage Account You can use the Azure Storage Explorer to connect to and manage your Azure Storage Accounts. First download and install the Azure Storage Explorer and then connect to a storage account. To connect, use a storage account name and key. You can find the name and key on the Azure Portal > Storage accounts > Access keys. When connected, and you use the Azure Storage Explorer for: Azure file storage connectors: You can create the required file shares. Blob storage connectors: You can create the required Blob containers. Version management: You can create the required version management file share. History reports: You can create the required history report file share. For more information, refer to Get started with Storage Explorer. Notes You can also use the File explorer to quickly access and view the share as defined for the Azure file storage connector. The File explorer offers limited functionality. You can only view, copy, move, or delete files. To open the File explorer, on the Connectors page, in the Action Pane, on the Development tab, click File explorer. End End Create file share for version management and history reporting Create file share for version management and history reporting For the Azure Storage Account, create a file share for the version management files and history reporting files. For the file share, you can create the required folders. Create folders that relate to the paths in these sections of the Connectivity studio parameters: Version management section: Shared path History section: History report path For more information, refer to Create file share. Do you want to analyze  projects in a Microsoft  Word document? Do you want to analyze  projects in a Microsoft  Word document? Download BIS Documentation Template and move it to Shared path Download BIS Documentation Template and move it to Shared path To analyze a project, you can create a Microsoft Word document based on the project. A summary of the project setup and related components setup is added to the document. You can use the document to review the setup. To create the document, you must define the applicable Microsoft Word template in the Connectivity studio parameters. To do so, first download the BIS Documentation Template.dotx template. Move the downloaded template to the folder as defined in the Connectivity studio parameters, in the Version management section, in the Shared path field. Yes No Yes No

Activities

Name Responsible Description

Create Azure Storage Account

Application Consultant
 

You can use an Azure Storage Account to:

  • Exchange data files between your D365 FO environment and another environment, for example an on-premises environment. You use the Azure Storage Account on Azure file storage connector setup or on Blob storage connector setup.
  • Store general Connectivity studio files. For example, version management files and history report files. You use the Azure Storage Account on Connectivity studio parameter setup.
You can:
  • Create an Azure Storage Account.
  • Use the Azure Storage Account of your D365 FO environment. If a cloud-hosted D365 FO environment is created with LCS, automatically the related Azure Storage Account is created. The default name of this Azure Storage Account is the same as the D365 FO environment name. Note: when you delete the D365 FO environment, also the related Azure Storage Account is deleted.
For more information, refer to Create an Azure Storage Account.

Install Azure Storage Explorer and connect to an Azure Storage Account

Application Consultant
You can use the Azure Storage Explorer to connect to and manage your Azure Storage Accounts.
First download and install the Azure Storage Explorer and then connect to a storage account.
To connect, use a storage account name and key. You can find the name and key on the Azure Portal > Storage accounts > Access keys.
When connected, and you use the Azure Storage Explorer for:
  • Azure file storage connectors: You can create the required file shares.
  • Blob storage connectors: You can create the required Blob containers.
  • Version management: You can create the required version management file share.
  • History reports: You can create the required history report file share.
For more information, refer to Get started with Storage Explorer.

Create file share for version management and history reporting

Application Consultant

For the Azure Storage Account, create a file share for the version management files and history reporting files.

For the file share, you can create the required folders.
Create folders that relate to the paths in these sections of the Connectivity studio parameters:
  • Version management section: Shared path
  • History section: History report path
For more information, refer to Create file share.

Download BIS Documentation Template and move it to Shared path

Application Consultant

To analyze a project, you can create a Microsoft Word document based on the project. A summary of the project setup and related components setup is added to the document. You can use the document to review the setup.

To create the document, you must define the applicable Microsoft Word template in the Connectivity studio parameters.

To do so, first download the BIS Documentation Template.dotx template. Move the downloaded template to the folder as defined in the Connectivity studio parameters, in the Version management section, in the Shared path field.

Activities

Name Responsible Description

Create Azure Storage Account

Application Consultant
 

You can use an Azure Storage Account to:

  • Exchange data files between your D365 FO environment and another environment, for example an on-premises environment. You use the Azure Storage Account on Azure file storage connector setup or on Blob storage connector setup.
  • Store general Connectivity studio files. For example, version management files and history report files. You use the Azure Storage Account on Connectivity studio parameter setup.
You can:
  • Create an Azure Storage Account.
  • Use the Azure Storage Account of your D365 FO environment. If a cloud-hosted D365 FO environment is created with LCS, automatically the related Azure Storage Account is created. The default name of this Azure Storage Account is the same as the D365 FO environment name. Note: when you delete the D365 FO environment, also the related Azure Storage Account is deleted.
For more information, refer to Create an Azure Storage Account.

Install Azure Storage Explorer and connect to an Azure Storage Account

Application Consultant
You can use the Azure Storage Explorer to connect to and manage your Azure Storage Accounts.
First download and install the Azure Storage Explorer and then connect to a storage account.
To connect, use a storage account name and key. You can find the name and key on the Azure Portal > Storage accounts > Access keys.
When connected, and you use the Azure Storage Explorer for:
  • Azure file storage connectors: You can create the required file shares.
  • Blob storage connectors: You can create the required Blob containers.
  • Version management: You can create the required version management file share.
  • History reports: You can create the required history report file share.
For more information, refer to Get started with Storage Explorer.

Create file share for version management and history reporting

Application Consultant

For the Azure Storage Account, create a file share for the version management files and history reporting files.

For the file share, you can create the required folders.
Create folders that relate to the paths in these sections of the Connectivity studio parameters:
  • Version management section: Shared path
  • History section: History report path
For more information, refer to Create file share.

Download BIS Documentation Template and move it to Shared path

Application Consultant

To analyze a project, you can create a Microsoft Word document based on the project. A summary of the project setup and related components setup is added to the document. You can use the document to review the setup.

To create the document, you must define the applicable Microsoft Word template in the Connectivity studio parameters.

To do so, first download the BIS Documentation Template.dotx template. Move the downloaded template to the folder as defined in the Connectivity studio parameters, in the Version management section, in the Shared path field.
Related to Notes

Set up Azure Storage for general files

 		 

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