Category: Information

Data, Development Tips, How To, Information, Tip & Tricks, Web Services, XMLports

Exposing & Consuming the Web service from & inside Navision – Part-2

Ashwini Tripathi

Continuing from my previous post. Find the link to access the same in case you missed it.

Exposing & Consuming the Web service from & inside Navision – Part-1

 

Step 1: Create a XML Port to Export Data in XML Format using XMLPort and save at some specified Location.

Here we will be creating just for demo purpose simple XMLPort for Exporting Data from Navision Database in XML Format.

WebServiceUsage-2

We are using very simple structure for our XMLPort.

Make sure you set the properties accordingly as we are exporting the data in XML Format.

WebServiceUsage-3

Save the XMLPort at available id and suitable name.

 

Step 2: Create a Codeunit to call XML Port and retrieve data in XML Format in Text Variable.

Here we will create a Codeunit with few helpful functions which will call the XMLPort to Export the data and save in temp file.

Further retrieve the data from the file in XML Format.

Return the data retrieved above to the calling program/ function.

To start with let us start with creating some Global Variables.

WebServiceUsage-4

Next we will add one Function as below.

WebServiceUsage-5

Next we will add one more Function as below.

WebServiceUsage-6

Save the Codeunit at available Id and suitable Name.

 

Step 3: Expose/Publish the Codeunit as web service.

Open Web Services Page and add your Codeunit created above. Use your relevant ID on which you saved your Codeunit.

WebServiceUsage-7

 

Tick the Published to Expose the Codeunit as Web Service.

Rest in my Next post.

To Be Continued……

Data, Development Tips, How To, Information, Tip & Tricks, Web Services, XMLports

Exposing & Consuming the Web service from & inside Navision – Part-1

Ashwini Tripathi

Introduction

Today in reply to one of my reader I am giving here steps how we can Export data using XMLPort and transfer data outside Navision using Web Services.

Lets discuss about the technology before I jump to the solution.

Few full forms which may help understanding while reading this post.

W3C – Web Services Architecture Working Group.

SOAP – Simple Object Access Protocol.

REST – Representational State Transfer.

WSDL – Web Service Description Language.

UDDI – Universal Description, Discovery & Integration.

AWS – Arbitrary Web Services.

XML – Extensible Markup Language.

HTTP – Hypertext Transfer Protocol.

 

What is Web Service?

W3C defines Web Service as : A software system designed to support interoperable Machine-to-Machine interaction over a network.

Web service can be defined as service offered by an electronic devices to another electronic devices, which communicate with each other over www.

W3C defines web services has an interface described in a machine-process able format WSDL.

Other systems I with the web service in a manner prescribed by its description using SOAP messages, typically conveyed using HTTP with an XML serialization in conjunction with other web-related standards.

Later W3C extended the definition:-

REST – compliant web services, in which the primary purpose of the service is to manipulate representations of web resources using a uniform set of stateless operations.

Arbitrary Web Services –  the services may expose an arbitrary set of operations.

WebServiceUsage-1-2

UDDI  defines which software system need to be contacted for which type of data.

Once the system is discovered to be contacted, the contact is established using SOAP.

Service provider system validate the request by referring the WSDL file, process the request and send the data using SOAP protocol.

 

Web Service is a method of communication that allows two software system to exchange the data over the internet.

  • Two systems may use different software which could be using different programming languages.
  • Almost all type of software interpret XML tags.
  • Web Services can be used to exchange data between two systems in form XML files.

WebServiceUsage-1-3

XML is used to tag the data.

SOAP is used to transfer the data.

WSDL is used to describe the services available.

UDDI lists what service are available.

Human to machine communication is utilized for machine-to-machine communication, used for transferring machine readable files such as XML & JSON formats.

Web services use SOAP over HTTP protocol, facilitating to use your existing low-cost internet for implementing Web Service.

Rules for communication between two different systems:

All the rules are defined in WSDL file.

  • How request to be send from one system to another.
  • What all parameters need to be send while requesting data.
  • What structure to be used for generating data (Normally data is exchanged in XML format) which is validated against .xsd file.
  • What errors to be generated in case of failure of rule communication set.

 

Web Services that uses Markup Language:

  • JSON-RPC
  • JSON-WSP
  • Web template
  • Web Service Description Language (WSDL)
  • XML Interface for Network Services (XINS)
  • Web Services Conversation Language (WSCL)
  • Web Services Flow Language (WSFL)
  • WS-Meta data Exchange
  • Representational State Transfer (REST)
  • Remote Procedure Call (RPC)
  • XML Remote Procedure Call (XML-RPC)

 

No more theories lets come to our point.

There are other ways too to achieve the same, but here I am specific to the requirement to which I am answering.

Requirement is the Data in XML format file will be transmitted using Web Service, We will be using Navision Exposed Web Service to Export data using XMLPort and then send the content by consuming another Web Service exposed in Dot Net which will retrieve the XML content and update in some other system.

Assumption is these two endpoints can be two separate databases in same domain or two different companies of same organization operating at two different location sharing information via Web Services.

For the demo purpose I will be using Navision to publish the service for exporting the data and retrieve the data using Web Service exposed in Dot Net.

Since I have not in depth knowledge of Dot Net codes, so I have asked my college to prepare the Web Service for me and I am simply using it to show how we can do it.

Here I will be getting this done through below 5 Steps.

WebServiceUsage-1

Next Post in this Series will contain:

Step 1: Create a XML Port to Export Data in XML Format using XMLPort and save at some specified Location.

Step 2: Create a Codeunit to call XML Port and retrieve data in XML Format in Text Variable.

Step 3: Expose/Publish the Codeunit as web service.

 

Next Post in this Series will contain:

Step 4: Create a DLL to use as Add-in to consume the Web Service itself in Navision.

 

And the Final Post in this Series will contain:

Step 5: Create a Codeunit to test Retrieve the data using above DLL and Send data in XML Format using another Web Service exposed in Dot Net.

 

Please follow my upcoming post for Walkthrough to get above 5 steps done.

To Be Continued……….

 

How To, Information, Maderia, Tip & Tricks

User Experience Settings – Madeira

Ashwini Tripathi

Based on the needs of your company you can change the way all your employees experience Project “Madeira”.

Open the Company Information Page:

Experience-1

In the Company Information window, you can set the application experience that your users will have on User Experience FastTab as shown in the following screen:

Experience-2

The following table describes the impact of the experience setting:

Experience setting Description
Basic This is the setting to choose if you only want the bare essentials to do the bookkeeping for a smaller company.

You’ll have sales quotes, order, invoices and purchase invoices for your business transactions with customers and vendors, and journals to do the finance.

You’ll be able to use Project “Madeira” as your business inbox in Outlook, and you can also use services such as PayPal and Yodlee.
Basic + Relationship Management This is the default setting for the demonstration version.

It has the essential features (Basic) for you to get an idea of how Project “Madeira” works – you can do bookkeeping for a smaller company as well as doing common tasks in customer relationship management.
Suite This is Project “Madeira” in full. You’ll have all the features offered in Project “Madeira”, in addition to Basic + Relationship Management you will get the following features:

  • Multiple Currencies
  • Dimensions
  • Workflows (incl. Document Approvals)
  • Budgets
  • OCR service (Incoming Documents)
  • Deferrals
  • Recurring Journals
  • Electronic Documents
  • Analysis reports (G/L, Sales, Purchase, Items)

Will come up with more details in my upcoming posts.

Till Then keep exploring and Learning.

 

Corfu Navision 2016, Information, Maderia

Is the traditional Dynamics NAV on the way out due to Project “Madeira”??

Ashwini Tripathi

I’ve got the question a few times this week, do you think that  the traditional Microsoft Dynamics NAV are on the way out??? Why is people asking this question, the reason is that Microsoft have launched their new ERP called Project “Madeira”, which I know is equal to NAV2017, but still very different from when Microsoft launched NAV2016 . I see this as an extra business solution Microsoft are offering which is based on the Dynamics NAV platform.

For more details see below link :

https://www.linkedin.com/pulse/dynamics-nav-way-out-due-project-madeira-carsten-olholm

How To, Information, Jet Reports, Report, Tip & Tricks, Warehouse

Financial Statements and Data Warehousing (Jet Reports)

Ashwini Tripathi

Learn how a data warehouse makes creating financial statements from multiple systems fast and easy by storing all of your data in a single place that is optimized for end user reporting.

Video-1

Video-2

Information, PowerBI.com, Tip & Tricks

Now Power BI Added to Microsoft Trust Center

Ashwini Tripathi

The Microsoft Trust Center provides a single point of reference for cloud trust resources, including documentation of our adherence to international and regional compliance certifications and attestations, privacy and data protection policies and processes, data transfer and location policies, and security features and functionality.

When you entrust your data to the Microsoft Cloud, you will have questions. Where is it? Who can access it? What is Microsoft doing to protect it? How can you verify that Microsoft is doing what it says?

For more information see this Link: https://www.microsoft.com/en-us/trustcenter

https://powerbi.microsoft.com/en-us/blog/power-bi-added-to-microsoft-trust-center/

The Power BI service is built on Azure, Microsoft’s cloud computing platform, and leverages Azure’s robust set of security technologies and practices. These help ensure that Power BI is resistant to attack, safeguards user access, and helps secure your data through encrypted communications.

As a Power BI customer, you know, through clearly stated policies and procedures, where your customer data is stored and how we help secure it, as well as who can access it and under what circumstances.

Corfu Navision 2016, Development Tips, How To, Information, Tip & Tricks

How Do I Implement the Activity Log Pattern in Microsoft Dynamic NAV

Ashwini Tripathi

Watch this video to know about how to implement activity log pattern in Microsoft Dynamics NAV.

Development Tips, How To, Information, Instalation & Configuration

CRM Integration Requirement | By – Dynamics NAV Team

Ashwini Tripathi

If you use our integration with Dynamics CRM, you might have noticed a Microsoft.Xrm.Sdk.dll that is installed on the server and on the client computers. This is part of the integration, both when you use the integrated connection and the Connector.

Find more on below post :-

https://blogs.msdn.microsoft.com/nav/2016/04/19/crm-integration-requires-updated-sdk/

Data Migration, How To, Information, Instalation & Configuration, Maderia, Tip & Tricks

Assisted Setup (Data Migration) – Madeira

Ashwini Tripathi

Login to Madeira using your credentials.

From Home page Action Tab Ribbon choose Assisted Setup & Tasks.

AssistSetup-1.1

From Assisted Setup Window select Migrate Business Data Task to continue.

AssistSetup-2.1

From Welcome Screen select Next.

AssistSetup-3

Here you can choose source using which you want to Import Data using Assist Edit Button.

AssistSetup-4

Select Import from Excel option and say OK.

AssistSetup-5

Select Download Template file.

AssistSetup-6

Save the File to desired path.

AssistSetup-7

From Settings Select the Templates you wish to Apply to your Data for Customer, Vendor & Item and choose close to proceed.

AssistSetup-8

Below is the format of Template downloaded in above step. Fill in the data to Import.

AssistSetup-9

When we don’t select any template in above step for Customer, Vendor & Item will give confirmation message as below. Choose Yes to proceed.

AssistSetup-10

From next screen Select choose button to specify the Excel file which we prepared in above step using downloaded Template.

AssistSetup-11

This will fetch the data from the file and show you no of records in each table which is going to be imported.

AssistSetup-12

Here if you are familiar with the Rapid Start you can select Advance and perform action accordingly or can skip and proceed to Next Step by selecting Next. Here I am selecting Advance to show the screen.

AssistSetup-13

Confirm with Yes to proceed.

AssistSetup-14

Your Package page will open as shown in above screen, choose Apply Package and handle any import issue with the data to complete the step.

AssistSetup-15

Confirm with Yes to continue.

AssistSetup-16

After processing it will show the status of data, review and fix the issues to continue.

AssistSetup-17

You can drilldown and review the issues and take required steps to proceed with issue fixing and importing of data. Here I choose close to return to previous step of simple import without using Package option.

AssistSetup-18

Select Next to continue with next step.

AssistSetup-19

After processing it will show status of data and errors in data. Say OK to continue.

AssistSetup-20

Here we can choose Show Errors to review the Errors.

AssistSetup-21

We find that in my data most of the issues is related to Gen. Bus. Posting Group, Customer Posting Group, Vendor Posting Group, etc… We can fix these issues later, so just respond Close to continue with Next step.

AssistSetup-22

Our data is now Imported with errors, we will take care of issues with data as reviewed above. Respond Finish to complete this step & Process.

AssistSetup-23

Now you can see this step is marked as completed in Status.

Our data is imported we will access the data and fix the issues accordingly.

I will come up with more details in my upcoming posts.

Till then keep exploring and Learning.

 

 

How To, Information, Instalation & Configuration, Maderia, Tip & Tricks

Assisted Setup – Madeira

Ashwini Tripathi

When you want to explore Project “Madeira” on your own, you can always go back to the Getting Started tour. See in cubes area marked.

AssistSetup-1

At Home page you will find the Assisted Setup & Tasks action. See in Ribbon marked in above screen.

Here you see a list of assisted setup that can help you getting started.

AssistSetup-2

You can migrate data such as vendors, customers, and items from your existing financial system using the Migrate Business Data assisted setup. Once you are done with this piece you are good to go ahead exploring more.

Depending on your need, check if the other assisted setup can help you in any manner.

In the Assisted Setup window, you will find the followings:

 

ASSISTED SETUP

Set Up Company: – Creates a new trial company for you to enter data and try out Project “Madeira”. If you went through the Getting Started tour this step is probably already completed.

Migrate Business Data: – Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks.

Set up Sales Tax: – Gets you started with default tax groups and assigning tax area codes that you can assign to customers and vendors in order to automatically calculate sales tax in sales or purchase documents.

Set up Email: – Gets you ready for sending email messages directly from sales orders or contacts in Project “Madeira”.

Set up Office Add-Ins: – Sets up the ability to use and launch Project “Madeira” from Outlook.

Set up Email Logging: – Sets up the capability to log email correspondence in Project “Madeira” to follow up on interactions.

 

Will come up with more details in my upcoming posts.

Till then keep exploring and learning.