Retail configuration
For Dynamics 365 for Operations, Version 1611
1.
Run the
RetailTenantUpdateTool.
·
The icon for this tool
is available on the desktop.
·
This tool is also
available at the following location:
C:\windowsSystem32WindowsPowerShellv1.0PowerShell.exe -File
C:\RetailSDKToolsRetailTenantUpdateTool.ps1
2.
Double-click the icon to
start this tool. You will be prompted for your Azure AD credentials. You must
use the same credentials that you used in the admin user provisioning tool
earlier.
For Dynamics 365 for Operations 7.0
3.
Query Azure AD for your
tenant and user ID. Open a Windows PowerShell Integrated Scripting Environment
(ISE) window with administrative privileges, and run the following command. You
will be prompted for Azure AD credentials. Use the same user account that you
used in the admin user provisioning tool earlier.
$msocred = Get-Credential
Connect-MsolService -Credential
$msocred
$company =
Get-MsolCompanyInformation
Write-Host "TenantID:
$($company.ObjectId)"
$msocred.UserName
$users = Get-MsolUser
-SearchString "$($msocred.username)"
foreach($u in $users)
{
if($u.SignInName -eq $msocred.UserName)
{
Write-Host
"SignInName:$($u.SignInName) UserId: $($u.ObjectId)"
}
}
4.
Update the following SQL
script, and run it in on AXDB for that environment. Supply values for the
following parameters from the preceding Windows PowerShell script output:
·
TenantID
·
UserId
DECLARE @TenantId
NVARCHAR(1024) DECLARE @UserId
NVARCHAR(1024)
SET @TenantId = ‘‘
SET @UserId = ‘‘
IF(LEN(@TenantId) > 0 AND
LEN(@UserId) > 0)
BEGIN
UPDATE
AxDBRAIN.dbo.SYSSERVICECONFIGURATIONSETTING SET [VALUE] = @TenantId WHERE
[NAME] = ‘TENANTID’
UPDATE
RetailHoustonStore.ax.SYSSERVICECONFIGURATIONSETTING SET [VALUE] = @TenantId
WHERE [NAME] = ‘TENANTID’
UPDATE AxDBRAIN.dbo.RETAILSTAFFTABLE SET
EXTERNALIDENTITYID = @TenantId, EXTERNALIDENTITYSUBID = @UserId WHERE STAFFID =
‘000160’
END
ELSE
BEGIN
RAISERROR (15600, -1, -1, ‘TenantId and
UserId must be set before running this script’)
END
5.
Reset Internet
Information Services (IIS) by running IISRESET in an
elevated Command Prompt window.
6.
Update the Real-time
service profile to use the new admin user.
.
Click Retail > Headquarters
setup > Retail scheduler > Real-time
service profiles.
a.
Click Retail > Headquarters
setup > Retail scheduler > Real-time
service profiles.
b.
Edit the JBB record so
that it uses the user that you used earlier (for example,
**administrator@contosoax7.onmicrosoft.com**).
c.
Run CDX Job 1070 (Staff)
for the default channel database.
d.
Verify that the job
succeeded by viewing the Download Sessions page on the client.
Prerequisite setup for CPOS
Steps:
1. Navigate
to All worker à
Select worker à
Retail Tab à
External Identity à
Create new identity
2. Enter
external Identity on Retail Tab of Worker detail form
Ex: Alias – <User Id> , UPN -
<email Id>, External Sub Identifier - <Telementry Id>
3.
Navigate RetailàChannel Setup àPOS Setup à Registers à select Register and Click à configuration status (To Setup)
Right Corner à Click Approve All
4.
Navigate RetailàChannel Setup àPOS Setup à Devices
Select à Application type à Retail Cloud POS
Click à Validate device
for activation
5. Retail
à
Retail IT à
Distribution Schedule àSelect
Job - P-0001 à
Click Run Now (In Order to get all default data for POS)
Activate a Modern POS or Cloud POS device by using guided
activation
1.
Open the initial device activation page for Modern POS or Cloud
POS. You're prompted to sign in.
2.
On the Before you start page,
follow the instructions, and then click Next.
3.
Start Cloud POS or Modern POS.
4.
Use your AAD credentials to sign in. The AAD account must already
be mapped. For instructions, see Retail Modern POS self-service
and device activation. For Cloud POS, the server URL is automatically
entered in the address bar. For Modern POS, you must copy and paste the server
URL.
5.
Click Next to
populate the list of stores.
6.
Select the correct store in the list.
7.
Select the correct register and device. Note: The
device can be Pending, De-activated,
or Activated.
Alternatively, if you turned on the Retail HQ Allow devices to be associated to
registers from store setting, you might see a list of
registers that have no device associated with them.
8.
Click Activate. The
device should be activated.
Create a
device ID from Modern POS and Cloud POS
We have
added features to create a device (that is, automatically generate a device ID)
from Modern POS or Cloud POS, so that the device can be associated with a
register that doesn't yet have devices mapped to it. This functionality can be
used in Modern POS only if you set the HQ settings as follows.
1.
Go to Retail > Headquarters
setup > Parameters > Retail
shared parameters> General.
2.
Under Devices, set Allow
register association from device to Yes.
3.
In the Modern POS client, you can now add a device when you select
a register that is listed as No associated devices in
the guided activation flow.
4.
After you select the register, you can either select a device that
doesn't have register mapping or use the Or, Add a Device link.
5.
Click the Or, Add a Device link,
and then either enter the new device ID or select automatically
create a new device ID for me.
6.
Click Activate to
create a new device ID, associate it with the selected register, and complete
the activation.
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