Connecting to Microsoft Dynamics AX

EmpowerID Dynamics AX connector allows organizations to bring the user data in their Dynamics AX system to EmpowerID, where it can be managed and synchronized with data in any connected back-end user directories. Once connected, you can manage this data from EmpowerID in the following ways:

  • Provision new users
  • Edit user attributes
  • Delete users

Additionally, EmpowerID provides Provisioning policies or Resource Entitlements (RETs) that allow you to automatically provision DAX accounts for any person within your organization based on your policy requirements. For more information on RETs and DAX, see Creating Provisioning Policies for Microsoft Dynamics AX.

Prerequisites:
In order to connect EmpowerID to Dynamics AX, you need to have a Dynamics AX server with the Dynamics AX client installed. In addition, you need to have the installer for the EmpowerID Dynamics AX Web services. This installer is a separate package that needs to be requested from EmpowerID.

This topic demonstrates how to connect EmpowerID to Microsoft Dynamics AX and is divided into the following activities:

To install the EmpowerID Dynamics AX Web Service

  1. On your Dynamics AX server, double-click the Dynamics AX WebServices X.X.X.X msi to launch the EmpowerID Dynamics AX Services Setup wizard.
  2. Click Next to begin the installation.
  3. Select the terms of the license agreement and click Next.
  4. Select the destination folder and click Next.
  5. Click Install.
  6. EmpowerID installs the service and opens the EmpowerID DAX Configuration window. You use this window to set the application identity and installation configuration information needed by EmpowerID to communicate with the service.

  7. In the Application Identity pane of the EmpowerID DAX Configuration window, do the following:
    1. Type the user name and password of the service identity in the Username and Password fields, respectively. These credentials need to be those of a DAX administrator with read and write permissions to the DAX database.
    2. Select the Web site for the service from the Web Site drop-down. You can keep the default selection or choose another.
    3. Leave the Application field as is.
  8. In the Dyanamics AX Installation Configuration pane of the EmpowerID DAX Configuration window, do the following:
    1. Click the Ellipses (...) for the Business Connector dll field, browse to the bin folder of your Dynamics AX installation (located by default at "C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin") and select BusinessConnectorNet.dll DLL.
    2. Click the Ellipses (...) for the Dynamics Utility dll field, browse to the bin folder of your Dynamics AX installation (located by default at "C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin") and select AXUtilLib.dll.
    3. Click the Ellipses (...) for the Dynamics Powershell dll field, browse to the bin folder of your Dynamics AX installation (located by default at "C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin") and select AXUtilLib.Powershell.dll.
    4. Click the Ellipses (...) for the Dynamics Administration dll field, browse to the bin folder of your Dynamics AX installation (located by default at "C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin") and select Microsoft.Dynamics.Administration.dll.
    5. Click the Ellipses (...) for the Dynamics Management dll field, browse to the bin folder of your Dynamics AX installation (located by default at "C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin") and select Microsoft.Dynamics.AX.Framework.Management.dll.
  9. After completing the above steps, the EmpowerID DAX Configuration window should look similar to the below image.

  10. Click Apply and then click Ok to close the window.
  11. After installing the Web service, make note of the service URL. You will need this URL when connecting EmpowerID to your Dynamics AX directories. The default URL is https://YourServerName/EmpowerIDDAX/DAXUserService.svc, where YourServerName is the FQDN of your Dynamics server.

To connect EmpowerID to your Dynamics AX User directory

  1. Log in to the EmpowerID Management Console as an administrator.
  2. From the EmpowerID Management Console, click the EmpowerID icon, and select Configuration Manager from the menu.
  3. In Configuration Manager, expand the User Directories node in the navigation tree, and then click Account Stores.
  4. Click the Add New button above the grid.
  5. In the Add New Security Boundary window that opens, select the Dynamics AX User Security Boundary type from the drop-down list and then click OK.
  6. In the Account Store Details window that appears type a name in the Name field and the URL for the EmpowerID Dynamics AX Web service in your environment in the EID DAX User Service Url field.
  7. Click Save.
  8. Back in the main screen of Configuration Manager, search for the account store you just created and then double-click it or right-click it and select Edit from the context menu.
  9. This opens the Account Store Details screen for the DAX Users connector. The use of this screen is discussed in the next section.

To configure the DAX account store

The Account Store Details screen contains three panes--the General pane, the Inventory pane, and the Group Membership Reconciliation pane--each with settings for configuring a different aspect of the DAX Users account store you just created. To view reference information about a particular pane, expand the drop-down for that pane.

  • General Pane

    This pane is used to set general configuration information for the Account Store.

    • Account Store Name - This is the name you gave to the account store when you created it. To change this name, click the Edit button, enter a new name in the Account StoreFriendly Name window that appears and then click OK to close the window.

    • Resource System Name - This is the name of the resource system EmpowerID created for the account store. To change this name, click the Edit button, enter a new name in the Resource System Friendly Name window that appears and click OK.

    • Maximum Accounts per Person - This specifies the maximum number of user accounts from this domain that an EmpowerID Person can have linked to them. This prevents the possibility of a runaway error caused by a wrongly configured Join rule. It is recommended that this value be set to 1 unless users will have more than 1 account and you wish them to be joined to the same person.

    • Icon - This is the image icon that represents this account store in the EmpowerID user interfaces.

    • Allow Person Provisioning - If enabled, EmpowerID provisions a Person object for each user discovered in the account store.
    • Enable Attribute Flow - Allows or disallows attribute changes to flow between EmpowerID and the account store.

  • Inventory Pane

    This pane is used to enable or disable inventory of the Account Store as well as to set the run schedule for the EmpowerID Inventory Job.

    • Inventory Schedule - This is the time span that occurs before EmpowerID performs a complete inventory of the resource system. The default value is 10 minutes. You can change this at any time by clicking the Edit button.

    • Enable Inventory - This allows EmpowerID to inventory the Account Store. The Inventory Job must be enabled for inventory to occur. This is discussed further in the below section.

    • Inventory Provision Request Workflow - This is the request workflow that is initiated when new accounts are discovered via the inventory feature. If you set this workflow, the Allow Automatic Person Provision and Allow Automatic Join Provision flags described below are ignored. You can enable this feature by clicking the Edit button.

      Inventory Provision Request Workflow is not enabled by default and should be used only where customization of the process is required.

    • Allow Automatic Person Provision on Inventory - This allows EmpowerID to provision EmpowerID people for new accounts discovered during the inventory process if they meet the Provision Rule specified by the Custom_Account_InventoryInboxGetAccountsToProvision SQL stored procedure. This setting is discussed further in the below section.

    • Allow Automatic Person Join on Inventory - This allows EmpowerID to join newly discovered accounts to people during the inventory process if they meet the Join Rule as specified by the Custom_Account_InventoryInboxJoinBulk SQL stored procedure. This setting is discussed further in the below section.

    • RBAC-Assign Initial Group Membership On First Inventory - This setting pertains to Active Directory account stores only.

    • Re-Inventory - Enabling this option re-inventories all changes.

  • Group Membership Reconciliation Pane

    This pane is used to enable or disable and schedule group membership reconciliation for the domain. When this function is enabled, EmpowerID dynamically manages the membership of the Account Store's groups, adding and removing users to and from groups based upon policy-based assignment rules.

    • Membership Schedule - This is the time span that occurs before EmpowerID runs the Group Membership Reconciliation Job. The default value is 10 minutes. You can change this at any time by clicking the Edit button.

    • Enable this Functionality - Enables and disables group membership reconciliation on the Account Store.

Before configuring EmpowerID to manage the account store, you should determine whether or not you want EmpowerID to provision Person objects from the user records it discovers in the account store. If so, then you should be able to answer the following questions before turning on inventory.
  1. When do you want EmpowerID to provision Person objects for those user accounts? At inventory or at a later point in time?
  2. If inventory provisioning is desired, in what Business Role and Location should those Person objects be placed?
  3. How many user accounts can one Person have in the account store?
  4. If people can have more that one user account in the account store, do you want EmpowerID to attempt to automatically join any user accounts meeting the conditions of your Join rules to an existing Person during inventory?

For a greater discussion of these points within the context of connecting EmpowerID to an account store, see Connecting EmpowerID to Active Directory.


  1. From the General pane of the Account Store Details screen, enable each desired feature by toggling the icon to the right of each feature from a red sphere to a green check box. For example, if you want EmpowerID to provision an EmpowerID Person for each DAX user, toggle the red sphere to the right of Allow Person Provisioning to a green check box.


  2. In the Inventory pane of the Account Store Details screen for the account store, toggle the icon to the right of the Allow Automatic Person Provision On Inventory setting from a red sphere to a green check box if you enabled Allow Person Provisioning in the General pane and you want EmpowerID to automatically create a linked EmpowerID Person object for each new, unique DAX user discovered during the inventory process.
  3. If you are allowing automatic person provision on inventory, click the Edit button to the right of Business Role for New Inventory Provision and select an appropriate Business Role for each new Person provisioned during inventory.

  4. Click OK to close the Business Role Selector.
  5. If you are allowing automatic person provision on inventory, click the Edit button to the right of Location For New Inventory Provision and select an appropriate Location for each Person EmpowerID provisions during inventory.

  6. Click OK to close the Location Selector.
  7. To begin inventory, click the red sphere to the left of Enable Inventory so that the red sphere becomes a green check box.

  8. After several minutes, refresh the Account Store data by pressing the Refresh Data button located a the top of the Account Store Details screen. You should see that EmpowerID has inventoried the DAX user accounts and provisioned the requisite number of EmpowerID Persons for those accounts (if you selected the provisioning options discussed above).

To connect EmpowerID to your Dynamics AX Worker directory

  1. Log in to the EmpowerID Management Console as an administrator.
  2. From the EmpowerID Management Console, click the EmpowerID icon, and select Configuration Manager from the menu.
  3. In Configuration Manager, expand the User Directories node in the navigation tree, and then click Account Stores.

  4. Click the Add New button above the grid.
  5. In the Add New Security Boundary window that opens, select the Microsoft Dynamics AX Worker Security Boundary type from the drop-down list and then click OK.
  6. In the Account Store Details window that appears, do the following:
    1. Type a name for the account store in the Name field.
    2. Type the name of your company in the Company field.
    3. Type the user name and password of a Dynamics administrator in the User Name and Password fields, respectively.
    4. Type the the value for the worker import service you created in Dynamics AX in the Worker Import Service field. The URI of the service is usually formatted as: net.tcp://YourServerName:8201/DynamicsAx/Services/WorkerImportService
    5. Type the the value for the query service in the Query Service url field. The URI of the service should be as follows: net.tcp://YourServerName:8201/DynamicsAx/Services/QueryService
    6. If you plan to assign workers to jobs and positions in Dynamics, type the position service url in the Position Service Url field. This is a custom service you can create in Dynamics to query and create jobs and positions. The format for the URI of the service is usually formatted as: net.tcp://YourServerName:8201/DynamicsAx/Services/PositionImportService
    7. At this point, the Account Store Details screen should similar to the below image.

  7. Click Save to create the account store.
  8. Back in the main screen of Configuration Manager, search for the account store you just created and then double-click it or right-click it and select Edit from the context menu.
  9. This opens the Account Store Details screen for the DAX Worker connector. You use this screen to specify how you want EmpowerID to manage the account store. As this procedure is the same as that for the DAX User connector, reference that procedure when configuring this screen.