1. To-Increase Dynamics 365 for Finance & Operations
  2. Master data management studio
  3. Setting up MDM studio
  4. Set up Connectivity studio for MDM Studio

Set up MDM messages manually

Use Connectivity studio to define the data to be sent by MDM studio. 

In the integration with Connectivity studio:

  • Connectivity studio defines the data to be sent from the master data company to the target companies.
  • MDM studio defines the data entity and master record to be sent.

You can set up the MDM messages manually or with a wizard. This topic explains how to set up MDM messages manually.

You can set up messages to send data in these ways:

  • Internal direct: You send data from the source company directly to the target company.
  • Internal with staging: You send data from your source company to a staging journal. The target company triggers the message to send the data from staging journal to the target company.
  • External: You send data from your source company to an external file format/application.
Some MDM/specific setup is required on your connectors, documents, and messages to get these messages up and running for MDM studio. 


Application Consultant Application Consultant Start Start Send MDM data  internal or external? Send MDM data  internal or external? Send MDM data with  or without staging? Send MDM data with  or without staging? Set up MDM message - Direct Set up MDM message - Direct To send data directly from a source company to a target company, you need two connectors, two documents and a message. To set up these components for MDM studio, some specific setup is required: Component Description Source connector Use a source connector of type 'D365 FO'. Target connector Use a target connector of type 'D365 FO'. Consider re-using the source connector as target connector. Source document The required specific setup for a source document is: Document type: D365 FO Handler: BisMdmDocumentAxDatabase Target document The required specific setup for a target document is: Document type: D365 FO Handler: BisMdmDocumentAxDatabase Consider re-using the source document as target document. Message The required setup for a 'Direct' message is: On the message header, in the 'Update source status' section: Status field: MessageStatus Processed status: Processed Error status: Error On the message header, in the 'Custom' section: Handler: BisMdmMessageRunDirectV2 For more information on setting up connectors, documents, and messages, refer to Connectivity studio. Set up MDM message - Data to staging Set up MDM message - Data to staging To send data from a source company to a staging journal, you need two connectors, two documents, and a message.  To set up these components for MDM studio, some specific setup is required: Component Description Source connector Use a source connector of type 'D365 FO'. Target connector Use a target connector of type 'Staging journal'. Make sure the 'BisConnectorStagingJournal' handler class is used. Source document The required setup for a source document is: Document type: D365 FO Handler: BisMdmDocumentAxDatabase Target document The required additional setup for the target document is: On the document header: Document type: 'Staging' Journal type: Enter the name of the staging journal. Number sequence: Select the number sequence for the staging journal. Journal table: Select 'BisStagingBufferOrderJournal'. Usually, this journal table is used. On the document lines: For each record, in the Record table field, enter 'BisStagingBufferTable'. Message The required setup for a 'Data to staging' message is: On the message header, in the 'Update source status' section: Status field: MessageStatus Processed status: Processed Error status: Error On the message header, in the 'Custom' section: Handler: BisMdmMessageRunDirectV2  For more information on setting up connectors, documents, and messages, refer to Connectivity studio. Set up staging Set up staging In MDM studio, you can use a staging journal to send master data. If you send data, it first goes to the staging journal.This topic explains how to initialize staging for a document. Procedure 1. Go to Business integration solutions > Setup > Staging display options. 2. In the list find the desired record and click the link. 3. Click Initialize options. 4. Refresh the page. 5. Close the page. Notes You can also set up the staging display options from the source document. To do so, on the Document page, on the Action pane, on the Design tab, click Staging display options. Set up MDM message - Data from staging Set up MDM message - Data from staging To send data form a staging journal to a target company, you need two connectors, two documents, and a message. For the 'Data from staging' message, you can re-use the connectors and documents that are used for the 'Data to staging' message.  Make sure you use the: Source connector and document of the ‘Data to staging’ message as target connector and document on the ‘Data from staging’ message. Target connector and document of the ‘Data to staging’ message as source connector and document on the ‘Data from staging’ message. Note: This results in a mirrored mapping compared to the mapping of the ‘Data to staging’ message. The target records and fields become the source records and fields, the source records and fields become the target records and fields. For more information on setting up connectors, documents, and messages, refer to Connectivity studio. End End Set up MDM message - External application Set up MDM message - External application To send data from a source company to an external application or location, you need two connectors, two documents, and a message.  To set up these components for MDM studio, some specific setup is required: Component Description Source connector Use a source connector of type 'D365 FO'. Target connector Use a connector of a type other than 'D365 FO' or 'Staging', for example, ODBC or Windows folder.  Source document The required setup for a source document is: Document type: D365 FO Handler: BisMdmDocumentAxDatabase Target document Use a target document with the desired external document type, for example, XML or JSON. Message The required setup for an 'External application' message is: On the message header, in the 'Update source status' section: Status field: MessageStatus Processed status: Processed Error status: Error On the message header, in the 'Custom' section: Handler: BisMdmMessageRunDirectV2  For more information on setting up connectors, documents, and messages, refer to Connectivity studio. End End Internal External Without staging With staging

Activities

Name Responsible Description

Set up MDM message - Direct

Application Consultant

To send data directly from a source company to a target company, you need two connectors, two documents and a message.

To set up these components for MDM studio, some specific setup is required:

Component Description
Source connector Use a source connector of type 'D365 FO'.
Target connector Use a target connector of type 'D365 FO'.
Consider re-using the source connector as target connector.
Source document The required specific setup for a source document is:
  • Document type: D365 FO
  • Handler: BisMdmDocumentAxDatabase
Target document The required specific setup for a target document is:
  • Document type: D365 FO
  • Handler: BisMdmDocumentAxDatabase
Consider re-using the source document as target document.
Message The required setup for a 'Direct' message is:
  • On the message header, in the 'Update source status' section:
    • Status field: MessageStatus
    • Processed status: Processed
    • Error status: Error
  • On the message header, in the 'Custom' section:
    • Handler: BisMdmMessageRunDirectV2

For more information on setting up connectors, documents, and messages, refer to Connectivity studio.

Set up MDM message - Data to staging

Application Consultant

To send data from a source company to a staging journal, you need two connectors, two documents, and a message. 

To set up these components for MDM studio, some specific setup is required:

Component Description
Source connector

Use a source connector of type 'D365 FO'.
Target connector

Use a target connector of type 'Staging journal'. Make sure the 'BisConnectorStagingJournal' handler class is used.
Source document

The required setup for a source document is:

  • Document type: D365 FO
  • Handler: BisMdmDocumentAxDatabase
Target document

The required additional setup for the target document is:

  • On the document header:
    • Document type: 'Staging'
    • Journal type: Enter the name of the staging journal.
    • Number sequence: Select the number sequence for the staging journal.
    • Journal table: Select 'BisStagingBufferOrderJournal'. Usually, this journal table is used.
  • On the document lines:
    • For each record, in the Record table field, enter 'BisStagingBufferTable'.
Message

The required setup for a 'Data to staging' message is:

  • On the message header, in the 'Update source status' section:
    • Status field: MessageStatus
    • Processed status: Processed
    • Error status: Error
  • On the message header, in the 'Custom' section:
    • Handler: BisMdmMessageRunDirectV2 

For more information on setting up connectors, documents, and messages, refer to Connectivity studio.

Set up staging

Application Consultant

 		In MDM studio, you can use a staging journal to send master data. If you send data, it first goes to the staging journal.
This topic explains how to initialize staging for a document.

Set up MDM message - Data from staging

Application Consultant

To send data form a staging journal to a target company, you need two connectors, two documents, and a message.
For the 'Data from staging' message, you can re-use the connectors and documents that are used for the 'Data to staging' message. 
Make sure you use the:

  • Source connector and document of the ‘Data to staging’ message as target connector and document on the ‘Data from staging’ message.
  • Target connector and document of the ‘Data to staging’ message as source connector and document on the ‘Data from staging’ message.
Note: This results in a mirrored mapping compared to the mapping of the ‘Data to staging’ message. The target records and fields become the source records and fields, the source records and fields become the target records and fields.

For more information on setting up connectors, documents, and messages, refer to Connectivity studio.

Set up MDM message - External application

Application Consultant

To send data from a source company to an external application or location, you need two connectors, two documents, and a message. 
To set up these components for MDM studio, some specific setup is required:

Component Description
Source connector

Use a source connector of type 'D365 FO'.
Target connector

Use a connector of a type other than 'D365 FO' or 'Staging', for example, ODBC or Windows folder. 
Source document

The required setup for a source document is:

  • Document type: D365 FO
  • Handler: BisMdmDocumentAxDatabase
Target document

Use a target document with the desired external document type, for example, XML or JSON.
Message

The required setup for an 'External application' message is:

  • On the message header, in the 'Update source status' section:
    • Status field: MessageStatus
    • Processed status: Processed
    • Error status: Error
  • On the message header, in the 'Custom' section:
    • Handler: BisMdmMessageRunDirectV2 

For more information on setting up connectors, documents, and messages, refer to Connectivity studio.

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