Rödl Enterprise Application Integration Bus

Rödl Enterprise Application Integration Bus Supports Microsoft Dynamics CRM 2011 and newer Microsoft Dynamics AX 2012 and newer Microsoft Dynamics NAV 2009 R2 and newer SAP R3 5.0 and newer White Paper Published: May 2015 Seite 1

Table of contents: 2. INTRODUCTION... 3 2.1 WHY RÖDL ENTERPRISE APPLICATION INTEGRATION BUS (RÖDL EAIB)... 3 2.2 COMPONENTS INCLUDED... 4 2.2.1 Component Architecture Diagram... 4 2.2.2 EAIB Workflow as an example with CRM account to ERP debitor... 4 3. RÖDL EAIB COMPONENTS... 5 3.1 RÖDL MICROSOFT DYNAMICS CRM ADAPTER FOR BIZTALK SERVER... 6 3.1.1 Mapping with the Standard WCF adapter... 7 3.1.2 Mapping with Rödl Adapter... 7 3.1.3 Create / Update without Upsert Function... 8 3.1.4 Upsert with Upsert Function... 8 3.1.5 Lookup without Lookup Function... 9 3.1.6 Lookup with Lookup Function... 9 3.2 RÖDL MICROSOFT DYNAMICS CRM EVENT PIPELINE... 10 3.2.1 With Microsoft Dynamics CRM Online... 10 3.2.2 With Microsoft Dynamics CRM On Premise... 10 3.2.3 Configuration in Microsoft Dynamics CRM... 10 3.3 STANDARD INTERFACES OF MOST IMPORTANT ENTITIES... 11 3.4 TICKET SYSTEM FOR CONTROLLED CALLS OF AX AND CRM... 12 3.5 MONITORING TEMPLATES FOR INTERFACE MONITORING... 13 3.6 3.5 MONITORING TEMPLATES FOR EXCEPTION MONITORING... 14 3.7 RÖDL BIZTALK SERVER RUNTIME MONITOR SERVICE... 15 3.7.1 Monitor Client... 15 3.8 RÖDL HELPER LIBRARY... 16 Seite 2

2. Introduction 2.1 Why Rödl Enterprise Application Integration Bus (Rödl EAIB) BizTalk Server is a tool to connect Microsoft Dynamics CRM and AX. Most of the projects tend to have the same basic processes; therefor while working on individual projects it is highly possible to be repeating the same process pattern, which leads to the exhaustion of resources and time consumption. Therefor it is crucial to equip a developer with a toolset to create interfaces in a nearly default way. Such a toolset delivers fast results in a fully modular manner. Taking into consideration the above approach, a developer s skills and experience in both Microsoft Dynamics CRM and AX are a beneficial factor, however the high level of expertise in the both applications dose not play a significant role in the development process. The out- of- the- box EAIB installation delivers more than satisfactory outcomes. In fact all most common and relevant fields are transferred from one business object to another in an automated way. The advantage is straight forward: Performance Customers receive the running interface including standard entities in a matter hours! Extension Due to the modular concept of the EAIB, the solution allows the continuous extensions to its standard functionality. Simplicity The Microsoft Dynamics CRM and AX experience and knowledge are the secondary factor. Optimization EAIB is the basic interface between Microsoft Dynamics CRM and AX, which can be enhanced and extended upon the individual customer demand. Seite 3

2.2 Components included 2.2.1 Component Architecture Diagram Microsoft Dynamics AX Microsoft Dynamics WS WCF Roedl Dynamics CRM Event Pipeline BizTalk WCF Adapter XML BizTalk Server Roedl Adapter Library ü BAM ü ESB ü Tickets ü Functions ü Functoids ü Exceptions ü Tracking CRM 2011 CRM 2013 CRM 2015 WCF Roedl Microsoft Dynamics CRM WCF Adapter ü Basic Interfaces EAIB complies with Microsoft Dynamics AX, starting with AX 2012 to the current version. Rödl EAIB is available for most of the currently and still used Microsoft Dynamics CRM releases (2011 and 2013). Moreover it is the only and unique solution compatible with Microsoft Dynamics CRM 2011 / 1013 Online and provides an extraordinary interfaces integration capabilities in cloud, based on the Azure technology. 2.2.2 EAIB Workflow as an example with CRM account to ERP debitor Seite 4

3. Rödl EAIB Components The inevitable advantage of EAIB is that fact the solution is not a one and constant solution. It is a set of flexible but generic based tools for interfaces creation and modification. Seite 5

3.1 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server The Rödl Adapter creates interfaces between Microsoft Dynamics CRM and BizTalk Server. Rödl Adapter supports not only Microsoft Dynamics CRM standard entities, it is also compatible with the individual custom entities in regards to all the methods (create, update, delete, fetch and retrieve). Rödl Adapter also supports all Request/ Response Methods both from the Microsoft Dynamics CRM SDK and XRM SDK e.g lead conversion. Seite 6

3.1.1 Mapping with the Standard WCF adapter With Standard WCF adapter the integration can be only realized via an original WCF service. The original WCF adapter does not deliver the functionality of the attribute mappings and visual control over the process. Moreover, the original WPC functionality provides only a general schema for all entity. Therefore attributes can be only addressed via key value pairs with the names of specific attributes defined in advance. 3.1.2 Mapping with Rödl Adapter The Rödl Adapter for Microsoft BizTalk Server seamlessly integrates BizTalk Server with Microsoft Dynamics CRM 2011 / 1013 with no installation effort on the CRM system. The Rödl Adapter delivers a handy tool for attributes mapping in a simple manner allowing visual control of the process. The solution defines all entities in the no- ambiguous way on the basis of one, entirely generic request. Seite 7

3.1.3 Create / Update without Upsert Function The classical way in CRM 1. Retrieve SOURCE message 2. Create FETCH message 3. Send FETCH message 4. Look to response if entity exist 5. If not, map CREATE message 6. Send CREATE message 7. If exist, map UPDATE message 8. Send UPDATE message 9. Receive Response massages 10. Send Response messages 3 mappings 4 receive messages 5 send messages 3.1.4 Upsert with Upsert Function The new UPSERT 1. Retrieve SOURCE message 2. Map UPSERT message 3. Send UPSERT message 4. Receive Response massage 5. Send Response message 1 mappings 2 receive messages 2 send messages Seite 8

3.1.5 Lookup without Lookup Function The classical way in CRM 1. Retrieve SOURCE message 2. Create lookup FETCH message 3. Send FETCH message 4. Receive result Message 5. Map Create Message from all result messages 6. Send CREATE message 7. Receive Response message 8. Send Response message 2 + n mappings 3 + n receive messages 3 + n send messages 3.1.6 Lookup with Lookup Function The new LOOKUP 1. Retrieve SOURCE message 2. Map LOOKUP message 3. Send LOOKUP message 4. Receive Response massage 5. Send Response message 1 mappings 2 receive messages 2 send messages Seite 9

3.2 Rödl Microsoft Dynamics CRM Event Pipeline Microsoft Dynamics CRM is not able export events (e.g. create, change, delete etc.) outside the system. Rödl Dynamics CRM Event Pipeline seamlessly communicates with Microsoft Dynamics CRM 2011 to 2015 and transmits the events outside the CRM solution e.g. Microsoft Dynamics BizTalk Server. 3.2.1 With Microsoft Dynamics CRM Online 3.2.2 With Microsoft Dynamics CRM On Premise 3.2.3 Configuration in Microsoft Dynamics CRM Seite 10

3.3 Standard interfaces of most important entities Rödl EAIB delivers by default the interfaces for the most common CRM/ AX function entities (e.g. Product, Account, Contact, Quote, Sales Order, and Invoice). Moreover, Rödl EAIB complies with the AX system using the standard WCF functions. Therefore, no individual AX development is required. Due to the modular Rödl EAIB schema, the integration of additional and/or individual custom interfaces is possible upon the minimum development resources effort and time consumption. Seite 11

3.4 Ticket system for controlled calls of AX and CRM It is commonly known that the Microsoft BizTalk Server is capable of transmitting the large amount of data in a continuous time, which might cause queues and data loss in other systems. Rödl Ticket system facilitates and controls the data transition between the CRM and BizTalk or AX and BizTalk System (and/ or any other external solution). For each outgoing message in the BizTalk Server a unique ticket can be created. The maximum ticket count of any ticket type can be defined and modified dynamically in the live environment of the EAIB depending on the requirement (e.g. when the number of outgoing messages changes periodically). The number of ticket types and tickets is unlimited. Seite 12

3.5 Monitoring Templates for interface monitoring Microsoft BizTalk Server delivers standard interface monitoring by default. Additionally, Rödl EAIB allows monitoring of the implemented interfaces between Microsoft Dynamics CRM and AX without BAM. Furthermore, our Monitoring Solution is possible to be integrated with the independently created custom interfaces. Seite 13

3.6 3.5 Monitoring templates for exception monitoring Our exception monitoring is based on our monitoring functionality. EAIB and BizTalk are compatible tools. Once an exception occurs in EAIB it is going to have a graphical and fully descriptive representation in the Exception Monitoring Tool. Therefore, all the incidents can be tracked leading to the well- organized and detailed process control. Seite 14

3.7 Rödl BizTalk Server Runtime Monitor Service Microsoft BizTalk Server has by design the problem that Receive Locations stopped working, when the source for the messages is not available! For that, Rödl writes the BizTalk Server Runtime Monitor! Automatic recognize of deactivate Receive Locations Automatic recognize of deactivate Send Ports Automatic recognize of deactivate Host Instances Automatic starting of each Receive Location, Send Port or Host Instance is possible Sending of Emails to the Administrator, when Receive Locations, Send Ports or Host Instances are down Working in background as a service Customizing with a simple XML configuration file <BiztalkMonitor> <ConnectionString>server=.;database=BizTalkMgmtDb;Integrated Security=SSPI</ConnectionString> <EMailSender>jd@logisma.de</EMailSender> <SMTPPassword></SMTPPassword> <SMTPServer>200.204.26.10</SMTPServer> <EMailTo>jAdministrator@Rödl.com</EMailTo> <EMailSubject>Error in BizTalk customization</emailsubject> <Applications> <Application name="esbtest"> <ReceiveLocations> <ReceiveLocation portname="fileinrp" name="fileinrl" autostart="true"> </ReceiveLocation> <ReceiveLocation portname="rp1" name="receive Location1"> </ReceiveLocation> </ReceiveLocations> </Application> <Application name="biztalk Application 1"> <ReceiveLocations> <ReceiveLocation portname="rpba1" name="receive Location2"> </ReceiveLocation> </ReceiveLocations> </Application> </Applications> <HostInstances> <HostInstance name="biztalkserverapplication" autostart="true" /> </HostInstances> </BiztalkMonitor> 3.7.1 Monitor Client Seite 15

3.8 Rödl Helper Library The Rödl EAIB Helper Library is a toolset of functionalities, which facilitates a developer s effort. The Library contains the functionalities that are not normally defined in the Microsoft BizTalk Server scope. Therefore, a developer is equipped with code templates and additional functions (e.g. a complete Debug Logger is available in the system). Seite 16