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Microsoft Dynamics AX Connector

EmpowerID Dynamics AX connector allows organizations to bring the user data in their Dynamics AX system to EmpowerID, which 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 article 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

Prerequisites​

In order to connect EmpowerID to Dynamics AX, you need to have a Dynamics AX server with the Dynamics AX client installed. In addition, you need to have the installer for the EmpowerID Dynamics AX Web services. This installer is a separate package that needs to be requested from EmpowerID.

Procedure​

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:

    • In the Username and Password fields, type the username and password for the service identity, respectively. These credentials must be those of a DAX administrator with read and write permissions to the DAX database.
    • Select the Web site for the service from the Web Site drop-down. You can keep the default selection or choose another.
    • Leave the Application field as is.

  7. In the Dyanamics AX Installation Configuration pane of the EmpowerID DAX Configuration window, do the following:

    • 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.
    • 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.
    • 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.
    • 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.
    • 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.
    • Click Apply and then click Ok to close the window.
note

After installing the Web service, make note of the service URL. You will need this URL when connecting EmpowerID to your Dynamics AX directories. The default URL is https://YourServerName/EmpowerIDDAX/DAXUserService.svc, where YourServerName is the FQDN of your Dynamics server.

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

  1. Navigate to Admin > Applications and Directories on the EmpowerID navbar and select Account Stores and Systems.
  2. Click the Actions tab and select 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 configuring the attribute flow between the account store and EmpowerID.

Step 3 – Configure Attribute Flow​

EmpowerID allows configuring attribute synchronization rules between the Linux system and the EmpowerID Identity Warehouse. Attribute flow rules define how attributes are synchronized and can be weighted for prioritization across multiple sources.

Attribute Flow Options

  • No Sync: No synchronization occurs between EmpowerID and the Linux system.
  • Bidirectional Flow: Changes in either system are reflected in the other.
  • Account Store Changes Only: Changes made in Linux sync to EmpowerID but not vice versa.
  • EmpowerID Changes Only: Changes made in EmpowerID sync to Linux but not vice versa.

CRUD Operations

  • Create: Creates an attribute if it does not exist.
  • Update: Updates an existing attribute.
  • Delete: Removes an attribute value.

Configuring Attribute Flow

  1. Navigate to Account Stores and Systems and locate the newly created Linux account store.
  2. Click on the Account Store link.
  3. Select the Attribute Flow Rules tab.
  4. Adjust the synchronization direction using the Attribute Flow dropdown.
  5. Modify CRUD operation scores as needed to prioritize attribute sources.
  6. Save your changes.
info

EmpowerID only considers scores for attribute CRUD operations when multiple account stores with the same user records are connected to EmpowerID, such as would be the case if an HR System and this account store were being inventoried by EmpowerID.

Now that the attribute flow has been set, the next steps include configuring the account store and enabling EmpowerID to inventory it.

Step 4 – Configure account store settings​

  1. On the Account Store and Resource System page, click the Account Store tab and 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 and 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
    SettingDescription
    General Settings
    IT Environment TypeAllows you to specify the type of environment in which you are creating the account store.
    Account Store TypeAllows you to specify the type of account store you are creating.
    Option 1 Specify an Account ProxyAllows 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 ProxyAllows 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 BindingSpecifies whether you are using Secure LDAP to encrypt LDAP data when establishing a directory bind.
    Inventoried Directory ServerAllows 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 ShopSpecifies 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 AuthenticationSpecifies whether user credentials in the external system can be used to authenticate to EmpowerID.
    Allow Search for User Name in AuthenticationThis 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 SyncEnables 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 ChangesSpecifies whether EmpowerID sends password changes to the Account Password Reset Inbox for batch processing.
    Password Manager Policy for Accounts without PersonSpecifies 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 FlowSpecifies 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 PathThis specifies the default path in which to create user accounts if no location is selected when creating new users in EmpowerID.
    Max Accounts per PersonThis 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-EvaluationSpecifies whether Business Role and Location re-evaluation should occur for the account store
    Business Role and Location Re-Evaluation OrderSpecifies the order of the account store for re-evaluating Business Roles and locations
    Inventory Auto Provision OUs as IT System LocationsSpecifies whether EmpowerID should automatically provision external OUs as IT System locations
    Inventory Auto Provision External Roles as Business RolesSpecifies whether EmpowerID should provision Business roles for external account store roles
    Default Person Business RoleSpecifies 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 RequestSpecifies 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 DetectedSpecifies whether detected group changes should trigger recertification.
    SetGroup of Groups to Monitor for Real-Time RecertificationSpecifies 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 PathSpecifies the default OU in which groups should be created if one is not specified.
    EmpowerID Group Creation PathSpecifies the OU in which to create EmpowerID Resource Role groups
    Directory Clean Up Enabled
    Directory Clean Up EnabledSpecifies 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 AccountsSpecifies the external directory in which to move accounts marked for termination.
    Special Use Settings
    RBAC Assign Group Members On First InventoryConverts 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 TreeSpecifies whether the account store shows in the Location Tree within the EmpowerID UI.
    Queue Password Changes on FailureSpecifies whether EmpowerID should send password changes to the Account Password Reset Inbox only when the change fails.
    Inventory Settings
    Inventory Schedule IntervalSpecifies the time span that occurs before EmpowerID performs a complete inventory of the account store. The default value is 10 minutes.
    Inventory EnabledAllows EmpowerID to inventory the user information in the account store.
    Membership Settings
    Membership Schedule IntervalSpecifies the time span in minutes that occurs before EmpowerID runs the Group Membership Reconciliation job. The default value is 10 minutes.
    Enable Group Membership ReconciliationAllows 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
    EnabledSpecifies whether EmpowerID inventories the deleted objects container of the external system.
    Interval MinutesSpecifies the time span in minutes that occurs before EmpowerID inventories the deleted objects container of the external system.
    Threshold Max % of Deleted ObjectsSpecifies the maximum number of deleted objects
    Threshold in Minutes Since Last Successful InventorySpecifies 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​

The Account Inbox workflow is essential for processing user accounts discovered during inventory.

  1. Navigate to Infrastructure Admin > EmpowerID Server and Settings > Permanent Workflows.
  2. Locate Account Inbox and click its Display Name link.
  3. Click the pencil icon to enter edit mode.
  4. Check Enabled.
  5. Click Save to activate the workflow.

Step 6 - Monitor Inventory​

EmpowerID continuously inventories the account store, identifying new, updated, or orphaned accounts.

  1. Navigate to Identity Lifecycle > Account Inbox.
  2. Use the tabbed views to monitor inventory:
    • All: Lists all discovered user accounts and their statuses.
    • Dashboard: Displays an overview of account inventory activities.
    • Orphans: Highlights user accounts without an associated EmpowerID Person.

Regular monitoring ensures that newly discovered accounts are processed correctly and remain synchronized with EmpowerID policies.

See Also​

Microsoft Dynamics Provisioning Policies