How to deploy Dooap in AX2012? This article outlines the technical steps required to complete Dooap UAT and Dooap Production enrollment process.
# | Task | Details | Customer IT / Dynamics partner |
Dooap Team |
1 | Provide Azure AD | Dooap supports only Microsoft Entra ID (AAD) logins, read more here. | X | |
2 |
Install Azure HCM |
Install Azure Hybrid Connection Manager to AX2012 AOS TEST server (Download: Azure Hybrid Connection Manager). |
X | |
2.1 | After HCM Installation | Important! After HCM Installation: Open Task Manager and set priority to ‘Realtime’. | X | |
3 | Deliver AX Model | Dooap team delivers the Dooap AX Model to Customer. | X | |
3.1 | Install Dooap Model | Install the AX Model to AX2012 TEST environment (see separate instructions here). | X | |
4 | Create users |
Create users to AX2012 TEST for Dooap integration and Dooap consultants. NOTE: Users must be be created to LocalAXdomain. Dooap security policy requires separated integration accounts for testing (UAT) and production.
1. Account: “Dooap UAT integration account”
2. Account: “Dooap Production integration account”
3. Account(s): Personal accounts for Dooap consultants
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X | |
4.1 | Link users to Entra accounts |
Since AX2012 is not in the cloud, a separate manual linking between AX users and their Entra accounts is needed. All users (the integration user, end users & Dooap consultants) are required to be linked to their Entra accounts via the Dooap users function.
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(4.2) |
Create users to AAD (optional) |
If steps 4 and 4.1 are followed correctly, there is no need to create new Entra users. However, if preferred, instead of linking the Dooap consultants and Dooap integration user in step 4.1, you can create new users in Entra ID for the Dooap consultants and Dooap integration user.
Once the accounts are created, please securely send the user account credentials to the Dooap team. |
X | |
5 | Set up remote access | Set up remote access to AX2012 TEST for Dooap consultants. | X | |
5.1 | Set up remote access | Set up remote desktop access to AX2012 TEST AOS Server for the Dooap Integration User (VPN required?). Once this is available, the Dooap team can validate the Hybrid Connection Manager setup. | X | X |
8 | Install Chrome | Install Chrome browser on the same server with AX2012 Client (will be used to open Dooap invoices from AX). | ||
9 | Consent |
Dooap team provides the consent wizard link to Customer. |
X | |
9.1 | Consent |
Grant consent using a link provided by Dooap. This must be done by native global Admin. |
X | |
10 | Inbound port activation |
Activate the inbound port for DooapServices. Please note that activating this port will result in a brief service interruption for AX2012, lasting a few minutes. Hence, we recommend carefully planning the timing of this activation. Ensure this step is completed in both the test and production environments. Confirm to Dooap once granting consent (9.1) and activating the inbound port is completed. |
X | |
10 | Enrol |
Dooap team will enrol the Dooap tenant and finalize the setup. |
X | |
Production | Repeat all the steps for enrolling the production environment, which must be completed separately before the go-live. | X | X |