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Microsoft Dynamics AX Read

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Snap type:Read
Description:

This Snap reads record from the Dynamics AX instance according to a specific ID key and ID value.

ETL Transformations & Data Flow

This Snap enables the following ETL operations or flows:

The Snap collects target Dynamics AX instance information from user input or pipeline parameters, and it gets the ID Key and ID Value from user input, pipeline parameters or an upstream Document. It will then use this information to send a SOAP request to the corresponding AIF inbound port on the Dynamics AX instance. The SOAP response from the server will be passed to the downstream Snaps.

Input & Output

  • InputThis Snap can have an upstream Snap that can pass a document output view such as Structure or JSON Generator.
  • Output: This Snap has one Document output view that passes the records to the downstream Snaps.
Prerequisites:

1. Microsoft Dynamics AX 2012 instance

2. An enhanced integration inbound port on the AX instance that has one or more Read operations set up

Limitations and Known Issues:

Works in Ultra Task Pipelines.

Configurations:

Account & Access

This Snap uses account references created on the Accounts page of SnapLogic Manager to handle access to this endpoint. See Configuring Microsoft Dynamics AX Accounts for information on setting up this type of account.

Views

InputThis Snap has at most one document input view.
OutputThis Snap has exactly one document output view.
ErrorThis Snap has at most one document error view and produces zero or more documents in the view.
Troubleshooting:[None]

Settings

Label

Required. The name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your pipeline.

Company

The company name on which to perform the read operation. The company should be defined on the AX instance side. The property can be provided through user input or pipeline parameters.

Example: SnapLogic

Default value: [None]

AIF endpoint

Required. URI of the inbound port. You may find the information at the Dynamics AX instance: System administration > Setup > Services and Application Integration Framework > Inbound ports > [Your port name] > URI.

Examplehttps://samplelink.crm-snaplogic.com/snapfest 

Default value: [None]

Object type

Required. The object type on which to perform the read operation. The value of the property depends on the object types contained in the target inbound port.

Example: Customer

Default value: [None]

Id key

The field name of the record's ID. The field names are different among different object types. It reflects the EntityKey.field in the AIF request. See: Entity Keys Overview

The Id Key property is suggestible and:

  • The Object type must support the findKeys operation.
  • The findKeys operation must be included in the inbound port.
  • There must be at least one record of the object type in the corresponding company (or DAT if not given).

The property can be provided through user input or pipeline parameters.

Example: AccountNum

Id value

The value of the record's ID. It reflects the EntityKey.value in the AIF request. See: Entity Keys Overview

When no ID value is provided, the Snap lists out all the records for the given object type. There can be multiple AX objects in the output document as a JSON array. When the ID value is set, there will be at most one AX object in the output document as a JSON object. However, to read a large data sets, you can use the Search Snap.

Example: 123

Default value: [None]

Snap execution

Page lookup error: page "Anaplan Read" not found.

If you're experiencing issues please see our Troubleshooting Guide.

Examples


Basic Use Case

The following pipeline describes how the Snap functions as a standalone Snap in a pipeline:

The pipeline is using a Mapper to simulate an upstream pipeline, and generate a key and value for the Read Snap.

The Dynamics AX Read Snap is configured as shown:

 

AIF Endpoint

The AIF endpoint is our inbound port URI. Please replace it with your own URI.

The Exported pipeline is available for download in the Downloads section below.


Typical Snap Configurations

Key configuration of the Snap lies in how the data is being passed. There are two ways of doing so in the Microsoft Dynamics AX Read Snap:

  • Without Expressions

Data is passed directly into the Snap:

  • With Expressions
    • Using Pipeline parameters

Data is passed as a pipeline parameter. The parameters to be applied can be selected by enabling the corresponding checkbox under the Capture column:

 


Advanced Use Case

The following describes a pipeline, with a broader business logic involving multiple ETL transformations, that shows how typically in an enterprise environment, Create, Read, Search and Delete functionalities can be used. See the Pipeline download link below.  

This pipeline moves records from a Salesforce instance to the Dynamics AX instance, where the records are created, searched and read for the required IDs and deleted them as needed.

The ETL Transformations:

  1. Extract: The Salesforce Read Snap retrieves the records from an object type from the Salesforce instance.
  2. Transform: The Mapper Snap maps the records from the Salesforce object to the Dynamics AX instance.
  3. Load:The Dynamics AX Create Snap creates the records on the AX instance. 


The pipeline further uses:

  • The Mapper Snap maps the records to be searched from an Object type.
  • The Dynamics AX Search Snap searches all the records.
  • The JSON Splitter Snap splits the the records based upon the field names.
  • The Dynamics AX Read Snap reads the records based on the given fields and they are retrieved from the bottom using the Tail Snap.
  • The Mapper Snap maps the records to be deleted using the Dynamics AX Delete Snap.

Downloads

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