Microsoft Dynamics AX Connector

EmpowerID provides connectors for a wide range of user directories and resource systems. As an administrator, you can use these connectors to quickly connect EmpowerID to your organization's identity-aware systems and applications. When you do so, you create an account store for that application in the EmpowerID Identity Warehouse and use that account store to configure how you want EmpowerID to manage the identity information in that system.

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

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

• Installing the EmpowerID Dynamics AX Web Services

• Connecting EmpowerID to your Dynamics AX User directory

• Configuring the Dynamics AX Account Store in EmpowerID

• Connecting EmpowerID to your Dynamics AX Worker directory

Step 1 – 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.

   

   
   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.

   

6. 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.

7. 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.

      After completing the above steps, the EmpowerID DAX Configuration window should look similar to the below image.

      

8. Click Apply and then click Ok to close the window.

Step 2 – Create an account store for your Dynamics AX User directory

1. On the navbar, expand Admin, then Applications and Directories, and click Account Stores and Systems.

2. On the Account Stores page, click Create Account Store.
   

   

3. Search for Dynamics AX User from the list of system types.

4. Click the record returned for the above query and then click Submit.
   

   

5. On the DAX User form that appears, enter the following information:

   • Name — Enter a name for the account store

   • ServiceURL — Enter the URL for the EmpowerID DAX Web service you installed above. The URL should look similar to: https://YourServerName/EmpowerIDDAX/DAXUserService.svc, where YourServerName is the FQDN of your Dynamics server.

6. Click Submit to create the account store.
   

   

EmpowerID creates the account store and the associated resource system. The next step is to configure the attribute flow between the account store and EmpowerID.

Step 3 – Configure Attribute Flow

1. From the Account Stores tab of the Account Stores and Systems page, search for the account store you just created and click the Account Store link for it.

2. Click the Attribute Flow Rules tab to view the current rules for the account store. Please note that the attributes available depend on the account store.

3. To change the flow for an attribute, click the Attribute Flow drop-down located between the Person Attribute column and the External Directory Attribute column, and select the desired flow direction from the context menu.

4. To change the score for any of the available CRUD operations (Create, Update and Delete), enter the new score in the appropriate field. By default, scores are weighted evenly, which means that a change to an attribute originating in one connected external directory has the same authority as a change to an attribute occurring in another connected external directory.
   

Step 4 – Configure account store settings

1. On the Account Store and Resource System page, click the Account Store tab and then click the pencil icon to put the account store in edit mode.
   

   

   
   This opens the edit page for the Dynamics User account store. This page allows you to specify the account proxy used to connect EmpowerID to your Dynamics User system as well as how you want EmpowerID to handle the user information it discovers there during inventory. Settings that can be edited are described in the table below the image.
   

   

   Account Store Settings
   Setting	Description
   General Settings
   IT Environment Type	Allows you to specify the type of environment in which you are creating the account store.
   Account Store Type	Allows you to specify the type of account store you are creating.
   Option 1 Specify an Account Proxy	Allows you to change the credentials for the account that EmpowerID uses to connect to and manage the account store.
   Option 2 Select a Vaulted Credential as Account Proxy	Allows you to use a credential that you have vaulted in EmpowerID as the account that EmpowerID uses to connect to and manage the account store.
   Use Secure LDAPS Binding	Specifies whether you are using Secure LDAP to encrypt LDAP data when establishing a directory bind.
   Inventoried Directory Server	Allows you to select a connected server as the directory server for the account store.
   Is Remote (Cloud Gateway Connection Required)	This setting appears for account stores with local directories, such as Active Directory, LDAP, SAP, etc. When enabled, this tells EmpowerID to use the Cloud Gateway Connection for that account store. The Cloud Gateway Connection must be installed on an on-premise machine. For installation information, please see Installing the EmpowerID Cloud Gateway Client.
   Is Visible in IAM Shop	Specifies whether the account store can be used to filter objects relative to the account store, such as groups, to users searching for resources in the IAM Shop.
   Authentication and Password Settings
   Use for Authentication	Specifies whether user credentials in the external system can be used to authenticate to EmpowerID.
   Allow Search for User Name in Authentication	This setting works in conjunction with pass-through authentication to allow users to log in without specifying a domain name. When this is enabled, EmpowerID first checks to see if the user name entered exists within its Identity Warehouse and if so attempts to authenticate as that user. If a matching logon name exists but the login fails, EmpowerID then searches through all Accounts Stores where simple username search is enabled to find the correct user name and password combination.
   Allow Password Sync	Enables or disables the synchronization of password changes to user accounts in the domain based on password changes for the owning person object or another account owned by the person. This setting does not prevent password changes by users running the reset user account password workflows.
   Queue Password Changes	Specifies whether EmpowerID sends password changes to the Account Password Reset Inbox for batch processing.
   Password Manager Policy for Accounts without Person	Specifies the Password Manager Policy to be used for user accounts not joined to an EmpowerID Person.
   Provisioning Settings
   Allow Person Provisioning (Joiner Source)	Specifies whether EmpowerID Persons can be provisioned from user accounts in the account store.
   Allow Attribute Flow	Specifies whether attribute changes should flow between EmpowerID and the account store.
   Allow Provisioning (By RET)	Allows or disallows the Resource Entitlement (RET) Inbox process to auto-provision accounts for this domain for users who receive RET policy-assigned user accounts, but have not yet had them provisioned.
   Allow Deprovisioning (By RET)	Allows or disallows the Resource Entitlement Inbox process to auto de-provision accounts for this domain for users who still have RET policy-assigned user accounts, but no longer receive a policy that grants them a user account in the domain. De-provisioning only occurs if the de-provision action on the Resource Entitlement policy is set to De-Provision.
   Default User Creation Path	This specifies the default path in which to create user accounts if no location is selected when creating new users in EmpowerID.
   Max 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.
   Business Role Settings
   Allow Business Role and Location Re-Evaluation	Specifies whether Business Role and Location re-evaluation should occur for the account store
   Business Role and Location Re-Evaluation Order	Specifies the order of the account store for re-evaluating Business Roles and locations
   Inventory Auto Provision OUs as IT System Locations	Specifies whether EmpowerID should automatically provision external OUs as IT System locations
   Inventory Auto Provision External Roles as Business Roles	Specifies whether EmpowerID should provision Business roles for external account store roles
   Default Person Business Role	Specifies the default EmpowerID Business Role to be assigned to each EmpowerID Person provisioned from the user accounts in the account store.
   Default Person Location (leave blank to use account container)	Specifies the default EmpowerID Location to be assigned to each EmpowerID Person provisioned from the user accounts in the account store.
   Group Settings
   Allow Account Creation on Membership Request	Specifies whether EmpowerID creates user accounts in the account store when an EmpowerID Person without one requests membership within a group belonging to the account store.
   Recertify External Group Changes as Detected	Specifies whether detected group changes should trigger recertification.
   SetGroup of Groups to Monitor for Real-Time Recertification	Specifies the SetGroup or Query-Based Collection with groups that need to be recertified when changes to the membership of one or more of those groups occurs. The setting must be set to the GUID of the target SetGroup. If the GUID for a specific SetGroup is not set and Recertify External Group Changes as Detected is enabled for the account store, EmpowerID processes all security group memberships for recertification. Group recertification is processed by the Continuous Group Membership Recertification permanent workflow. This workflow must be enabled for recertification to occur.
   Default Group Creation Path	Specifies the default OU in which groups should be created if one is not specified.
   EmpowerID Group Creation Path	Specifies the OU in which to create EmpowerID Resource Role groups
   Directory Clean Up Enabled
   Directory Clean Up Enabled	Specifies whether the SubmitAccountTermination permanent workflow should claim the account store for processing account terminations. When enabled, accounts in the account store that meet the qualifications to be marked for deletion are moved into a special OU within the external directory, disabled and finally deleted after going through an automated approval process. This process involves setting a number of system settings in EmpowerID and requires multiple approvals by designated personnel before an account is finally removed from the account store.
   Report Only Mode (No Changes)	When enabled, a report of what the Directory Clean Up process would do is written to the log. The process itself is ignored and all accounts are set to Termination Pending,
   OU to Move Stale Accounts	Specifies the external directory in which to move accounts marked for termination.
   Special Use Settings
   RBAC Assign Group Members On First Inventory	Converts each user account in an group to a Access Level assignment for the EmpowerID Person who owns the user account. Enabling this function is not recommended in most cases as it removes the ability to manage groups in the account store. A consequence of this is that if a user account is removed from a native system, EmpowerID puts the account back in the group.
   Automatically Join Account to a Person on Inventory (Skip Account Inbox)	Specifies whether EmpowerID should attempt to join user accounts in the account store to an existing EmpowerID Person during the inventory process. When enabled, the Account Inbox is bypassed.
   Automatically Create a Person on Inventory (Skip Account Inbox)	Specifies whether EmpowerID should create new EmpowerID Persons from the user accounts discovered in the account store during the inventory process. When enabled, the Account Inbox is bypassed.
   Show in Location Tree	Specifies whether the account store shows in the Location Tree within the EmpowerID UI.
   Queue Password Changes on Failure	Specifies whether EmpowerID should send password changes to the Account Password Reset Inbox only when the change fails.
   Inventory Settings
   Inventory Schedule Interval	Specifies the time span that occurs before EmpowerID performs a complete inventory of the account store. The default value is 10 minutes.
   Inventory Enabled	Allows EmpowerID to inventory the user information in the account store.
   Membership Settings
   Membership Schedule Interval	Specifies the time span in minutes that occurs before EmpowerID runs the Group Membership Reconciliation job. The default value is 10 minutes.
   Enable Group Membership Reconciliation	Allows EmpowerID to manage the membership of the account store’s groups, adding and removing user to and from groups based on policy-based assignment rules.
   Deleted Object Detection Settings
   Enabled	Specifies whether EmpowerID inventories the deleted objects container of the external system.
   Interval Minutes	Specifies the time span in minutes that occurs before EmpowerID inventories the deleted objects container of the external system.
   Threshold Max % of Deleted Objects	Specifies the maximum number of deleted objects
   Threshold in Minutes Since Last Successful Inventory	Specifies the acceptable threshold in minutes since the last successful inventory;

2. Edit the account store as needed and then click Save to save your changes.

Next, enable the Account Inbox permanent workflow to allow the Account Inbox to provision or join the user accounts in Domino to EmpowerID Persons as demonstrated below.

Step 5 – Enable the Account Inbox Permanent Workflow

1. On the navbar, expand Infrastructure Admin > EmpowerID Server and Settings and select Permanent Workflows.

2. On the Permanent Workflows page, click the Display Name link for Account Inbox.
   

   

   
   

3. On the Permanent Workflow Details page that appears, click the pencil icon to put the workflow in edit mode.
   

   

4. Check Enabled.
   

   

   
   

5. Click Save to save your changes.

Step 6 – Monitor Inventory

1. On the navbar, expand Identity Lifecycle and select Account Inbox.
   
   The Account Inbox page appears. This page provides tabbed views of all information related to processing new user accounts discovered in a connected account store during inventory. An explanation of these tabs follows.
   

   

   • All — This tab displays a grid view of all user accounts and the status of those accounts in relation to the Account Inbox.

   • Dashboard — This tab provides a quick summary of account inbox activity.

   • Orphans — This tab displays a grid view of all user accounts without an EmpowerID Person.

See Also

Microsoft Dynamics Provisioning Policies