SAP Lumira でDynamics AX のOData Feeds を取り込み

API Server でDynamics AX データをフィードし、SAP Lumira でリアルタイムビジュアライゼーションを作成。

CData API Server とADO.NET Provider for Dynamics AX (もしくは200+ の他のADO.NET Providers) を使って、SAP Lumira にDynamics AX data をフィードして、ビジュアライズを実現できます。コネクターによりリアルタイムデータ連携が可能になり、リフレッシュ操作で最新のデータを取得可能になります。

Set Up the API Server

Follow the steps below to begin producing secure Dynamics AX OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Dynamics AX

After you deploy the API Server and the ADO.NET Provider for Dynamics AX, provide authentication values and other connection properties needed to connect to Dynamics AX by clicking Settings -> Connection and adding a new connection in the API Server administration console.

To connect to DynamicsAX, specify User, Domain, and ObjectServer. You can also surface tables for a specific Company; when this property is blank, the default company is used.

Alternatively, you can use the .NET Business Connector to connect on behalf of DynamicsAX users. You can obtain the ProxyUser and ProxyDomain properties on the System service accounts form: Click System Administration -> Setup -> System -> System Service Accounts. Additionally, set ProxyPassword.

By default, only transaction data and base information from the TRANSACTION and MAIN table groups is returned. You can specify which groups to return with TableGroups.

Set Language to use the same language you use in your DynamicsAX labels.

When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

You can then choose the Dynamics AX entities you want to allow the API Server access to by clicking Settings -> Resources.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Connect to Dynamics AX from SAP Lumira

Follow the steps below to retrieve Dynamics AX data into SAP Lumira. You can execute an SQL query or use the UI.

  1. In SAP Lumira, click File -> New -> Query with SQL. The Add New Dataset dialog is displayed.
  2. Expand the Generic section and click the Generic OData 2.0 Connector option.
  3. In the Service Root URI box, enter the OData endpoint of the API Server. This URL will resemble the following: https://your-server:8032/api.rsc
  4. In the User Name and Password boxes, enter the username and authtoken of an API user. These credentials will be used in HTTP Basic authentication.
  5. Select entities in the tree or enter an SQL query. This article imports Dynamics AX CustInvoiceTrans entities.

  6. When you click Connect, SAP Lumira will generate the corresponding OData request and load the results into memory. You can then use any of the data processing tools available in SAP Lumira, such as filters, aggregates, and summary functions.

Create Data Visualizations

After you have imported the data, you can create data visualizations in the Visualize room. Follow the steps below to create a basic chart.

  1. In the Measures and Dimensions pane, drag measures and dimensions onto the x-axis and y-axis fields in the Visualization Tools pane. SAP Lumira automatically detects dimensions and measures from the metadata service of the API Server.

    By default, the SUM function is applied to all measures. Click the gear icon next to a measure to change the default summary.

  2. In the Visualization Tools pane, select the chart type.
  3. In the Chart Canvas pane, apply filters, sort by measures, add rankings, and update the chart with the current Dynamics AX data.
 
 
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