Intelligent Data Management Framework (IDMF) installation guide

Article
11/29/2021

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic describes the system requirements and steps to install the Microsoft Dynamics AX Intelligent Data Management Framework (IDMF).

Overview of the Intelligent Data Management Framework

IDMF lets system administrators optimize the performance of Microsoft Dynamics AX installations. The framework assesses the health of the Microsoft Dynamics AX application, analyzes current usage patterns, and helps reduce database size. IDMF lets you analyze the Microsoft Dynamics AX database and maintain an optimal database size. You can use tools such as the analysis dashboard, database health check, and index defragmentation to monitor the database. Use the purge and archive functionalities to maintain the database size. The purge function deletes data from a set of related entities, or tables, from the production database. The archive function moves data from a set of related tables in the production database to a standby database. This standby database, called the archive database, can be used for reporting purposes but cannot be updated. The framework and this topic use the term offlining interchangeably with archiving, and purge interchangeably with recycle.

Prerequisites

To benefit from this topic, you must have knowledge in the following areas:

Microsoft Dynamics AX application and system administration
Microsoft SQL Server database administration, backup, recovery, and performance tuning
Microsoft Windows Server administration, backup, recovery, and performance tuning

Before you begin

During the installation, you are prompted to provide information about the following databases:

The production database. The production database is the Microsoft Dynamics AX database in the production environment.
The production replica database. The application health analysis requires many queries to be run to capture information from the Microsoft Dynamics AX modules. These application queries are extensive and, if applied to a production database, adversely affect the response time for online users. Therefore, by default, these queries are run against the production replica database. The accuracy of the application health check depends on how well the application data in the production replica database mirrors that in the production database. Verify that you have a production replica database in place with relevant application data before you begin the installation process. Develop a synchronization strategy to keep your production replica database as close to the production database as possible.
The management database. The Setup program creates a new database, referred to as the management database, based on the information you provide during installation. The framework uses this database for internal use. You must provide a unique name for this database. We recommend that you use a name that easily identifies this database as the management database for the framework. The AOS service account must have datareader, datawriter, and ddladmin rights on the management database.

Note

IDMF stores the Microsoft Dynamics AX metadata information in the management database. When you run the post-installation tasks, IDMF synchronizes the metadata information from the production database with the management database. You must synchronize the production database with the management database whenever you change the metadata in your Microsoft Dynamics AX application. To synchronize the databases, follow the instructions in the Post-installation tasks section in this topic.
The Setup program creates a new database, referred to as the archive database, based on the information you provide during installation. The framework uses the archive database to store records that are moved from the production database by the archive tasks.

Note

You must configure an Application Object Server (AOS) instance to connect with the archive database to view archived transactions. Make sure that users have only read access to the archive database. Modifying archived transactions causes data inconsistency. IDMF cannot restore data from an archive database that has been modified.
You must have an AOS configured to run as a batch server before you can use the IDMF archive functionality. For more information, see Configure an AOS instance as a batch server.

Determine the location and initial size of the data files and log files for the archive, management, and production replica databases. Make sure that the initial size is sufficient for optimal performance, and that the location provides resources for future growth. For more information about database configuration, see Configure SQL Server and storage settings.

System requirements

This section lists the system requirements for IDMF. Before installing the framework, make sure that the system you are working with meets or exceeds the minimum hardware and software requirements.

Network requirements

Install IDMF on a local area network (LAN) computer. Installing on a computer connected across a wide area network (WAN) causes slower performance because of increased latency, and is not recommended.

Hardware requirements

The following table provides the minimum hardware requirements to install and run IDMF.

Hardware	Minimum requirements
Processor	Intel Pentium/Celeron family or compatible Pentium III Xeon or higher processor; 1.1 gigahertz (GHz) or higher recommended
Memory (RAM)	1 GB or more recommended
Hard disk space	70 megabytes (MB) for IDMF
Monitor	Super VGA (1024x768) or higher resolution
Pointing device	Microsoft Mouse or compatible pointing device

Supported operating systems

IDMF is currently supported on 32-bit and 64-bit versions of the following operating systems.

Windows Server 2008 Standard Edition, Enterprise Edition, or Datacenter Edition
Windows Server 2008 R2 Standard Edition, Enterprise Edition, or Datacenter Edition
Windows Server 2012 Standard Edition, Enterprise Edition, or Datacenter Edition
Windows 7 Professional Edition or Ultimate Edition
Windows 8 Pro Edition or Enterprise Edition

Software requirements

You must have the following software installed on the computer before you install IDMF.

Software	Comment
Microsoft .NET Framework 4.5
Windows Installer 3.1 or a later version
Microsoft Dynamics AX Windows client	For your version of Microsoft Dynamics AX.
Microsoft Dynamics AX .NET Business Connector	AX 2009, Microsoft Dynamics AX 2012 up to AX 2012 R2
SQL Server Integration Services runtime, and the client components	The same version, including service packs, as the SQL Server database that is used. Use the SQL Server Setup program to install these components on the computer. You do not have to install other SQL Server components, such as the SQL Server database engine.
Microsoft Office 2007 or later (optional)	Only required if you use the export to Excel functionality.
Microsoft Distributed Transaction Coordinator (MSDTC)	Configuration details are provided in the next section.

Note

IDMF uses the business connector to work with the Microsoft Dynamics AX application. Be sure that the business connector can connect with the Microsoft Dynamics AX application successfully before you install IDMF.

Configure MSDTC

You must install and configure MSDTC on the SQL Server host, and on the computer where you install IDMF. Follow these steps to open the Local DTC Properties dialog box. For details about Windows 7, Windows Vista, Windows Server 2008, and Windows Server 2008 R2, see Enable Network DTC Access.

Click Start, click Run, type dcomcnfg, and then click OK to open Component Services.
In the console tree, expand Component Services, click Computers, expand My Computer, click Distributed Transaction Coordinator, and then click Local DTC.
Right-click Local DTC, and then click Properties to open the Local DTC Properties dialog box.
Click the Security tab.

Set the following options on the Security tab, and then click OK.

Configuration option	Recommended value
Network DTC Access	Enabled
Client and Administration
Allow Remote Clients	Enabled
Allow Remote Administration	Enabled
Transaction Manager Communication
Allow Inbound	Enabled
Allow Outbound	Enabled
No Authentication Required	Enabled

Database server requirements

The following table lists the database server requirements. Both 32-bit and 64-bit versions of SQL Server are supported. For the system requirements to install SQL Server, see the SQL Server web site.

Database server version
SQL Server 2008, Enterprise or Standard edition
SQL Server 2008 R2, Enterprise or Standard edition
SQL Server 2012, Enterprise or Standard edition
SQL Server 2014, Enterprise or Standard edition

Database requirements

During installation, Setup creates the following databases:

Archive database
Management database

During installation, Setup connects to the following databases:

Microsoft Dynamics AX production database
Production replica database

Installation prerequisites

Be sure that the following prerequisites are in place before you install IDMF:

The Microsoft Dynamics AX database must be on an instance of SQL Server 2008 or later.
IDMF is only supported on AX 2009, and on Microsoft Dynamics AX 2012 up to AX 2012 R2.
The computer where you install IDMF must meet the hardware and software requirements detailed in the Software requirements section in this topic.
You must update the cross-reference information in the Microsoft Dynamics AX database:
- In the Microsoft Dynamics AX 2012 Windows client, in the Development workspace, click Tools > Cross-reference > Periodic > Update. In the Update cross-reference (w/recompile) form, verify that the Update data model field is selected. Click OK.
- In earlier versions of the Microsoft Dynamics AX Windows client, click Microsoft Dynamics AX > Tools > Development Tools > Cross-reference > Periodic > Update. In the Update cross-reference (w/recompile) form, verify that the Update Data Model and Update type hierarchy fields are selected. Click OK. Wait for the Infolog message, and verify that the cross-reference update is successful.

Rights required for installation

Before you install IDMF, make sure that the account that you log on with has appropriate permissions. Work with a system administrator to make sure that you have these rights.

Note

If you install IDMF using a domain account other than your own, that account must have the appropriate permissions.

Install IDMF.

The system administrator performing the installation must be a:

Member of the administrators group on the local computer.
Member of database creator (dbcreator) role on the server instance of SQL Server.

Create a service account.

The installation process requires you to enter an account name and password for the scheduler service. This service account must:

Be a member of the Admin group in the Microsoft Dynamics AX application.
Be a member of the public server role. Use the SQL Server Login Properties > Server Roles page to grant this permission.

Have the following user mappings for the production, production replica, archive, and management databases. Use the SQL Server Login Properties > User Mapping page to grant these permissions:

db_owner
public

Note
The Setup Wizard creates the management and archive databases during installation of IDMF. Be sure to provide the service account with the user mappings for the management and archive databases after the Setup Wizard is completed successfully.

Have the permission to view any database and to view the server state. Use the SQL Server Properties > Permissions page to grant these permissions.
Have read, write, and modify permissions to the folder, including subfolders, where you install IDMF.

Use IDMF console.

The system administrator using IDMF must:

Be a member of the Admin group in the Microsoft Dynamics AX application.

Have read, write, and modify permissions to the folder, including subfolders, where you install IDMF.

Note
The Setup Wizard creates this folder during installation. Be sure to provide users with the read and write permissions for the installation folder after the Setup Wizard is completed successfully.

Have the following user mappings for the production, production replica, archive, and management databases. Use the SQL Server Login Properties > User Mapping page to grant these permissions:
- db_owner
- public

Install IDMF

Check the following settings and services before you start the installation process:

On the computer where you plan to install IDMF:
1. Check the connection to Application Object Server (AOS). IDMF connects to the AOS instance specified in the active configuration in the Microsoft Dynamics AX configuration utility (Start > Administrative Tools > Microsoft Dynamics AX 2012 Configuration).
2. Start the Microsoft Dynamics AX Windows client, and verify successful access to the Microsoft Dynamics AX application.
3. Verify that the SQL Server Integration Services service and the Distributed Transaction Coordinator service are running.
Verify that the SQL Server service is running on the database server.

Follow these steps to install IDMF:

Double-click IDMF-2.0.exe.
On the Welcome page, click Next to continue.
On the Microsoft Software License Terms page, read the license terms, click I accept the license terms, and then click Next.
On the Setup components page, click Next to accept the default installation location. To change the installation location, click Browse. Click Next to continue.
On the Select Microsoft Dynamics AX version page, select the version of Microsoft Dynamics AX that you are using, and then click Next.
On the Create new management database page, in the SQL Server instance field, enter the name of the SQL Server instance where you plan to create the management database. In the Database name field, type a name for the management database. You must provide a name to create a new database. If you use the name of an existing database, the installation fails with an error.
On the Specify Microsoft Dynamics AX production database page, in the SQL Server instance field, enter the name of the SQL Server instance that contains the production database. In the Database name field, enter the name of the production database for your Microsoft Dynamics AX implementation. Click Next.

Note

The production database name you enter here must match the database name used in the Microsoft Dynamics AX server configuration utility.
On the Specify Microsoft Dynamics AX production replica database page, in the SQL Server instance field, type the name of the SQL Server instance that contains the production replica database. In the Database name field, type the name of the production replica database. This must be an existing database. Click Next.
On the Create new archive database page, in the SQL Server instance field, enter the name of the SQL Server instance where you plan to create the archive database. In the Database name field, type a name for the archive database. You must provide a name to create a new database. If you use the name of an existing database, the installation fails with an error.
The Specify email settings page captures the information required for email alerts functionality. You are not required to provide this information at installation time and can configure email alerts later. Optionally enter values for the following fields, and then click Next.
1. In the SMTP (outbound) server field, specify the IP address or DNS name of a valid SMTP server.
2. In the SMTP port field, specify the port number that is used to send email messages.
3. In the From address field, specify the email address that appears as the source of the mail.
4. In the Username field, specify the user name that is used to access the SMTP server.
5. In the Password field, specify the password that is used to access the SMTP server.
6. In the Recipient list field, specify one or more email addresses for recipients. Separate multiple email addresses with a semicolon.
7. In the Company name field, specify the name of your organization. IDMF displays this name in the About dialog box.
The Setup program installs a scheduler as a Windows service. On the Specify service account page, in the Account name (DomainUserName) and Password fields, enter the account name and password for the scheduler service account. Click Next.

Note

The account name you enter here must belong to the Admin group in the Microsoft Dynamics AX application, and it must have database permissions as specified in the Rights required for installation] section.
On the Ready to install page, click Install to continue.
Wait for setup to complete the installation. Click Finish to close the wizard.

Post-installation tasks

You must complete the post-installation tasks before you start IDMF console. The post installation tasks include the following actions:

Copy the label files from the installation folder to the Microsoft Dynamics AX application folder.
Update the SQL Server Integration Services (SSIS) package connection manager.
Check that the Microsoft Distributed Transaction Coordinator (MSDTC) is installed and configured correctly.
Check that Microsoft Excel is installed. Excel is an optional component. However, if you do not have Excel on the computer, the post-installation task displays a warning message. Excel is required for the Export to Excel command to be available.
Update the SQL Server Integration Services (SSIS) packages with the locale information of the database.
Validate the email settings that are provided during the installation.
Start the Microsoft Dynamics AX client to import an X++ project (XPO) and create classes that are required for the operation of IDMF.
Synchronize the metadata in the management database with the metadata in the Microsoft Dynamics AX application.

Follow these steps to complete the post-installation tasks:

Verify that the Microsoft Dynamics AX client starts and opens the Microsoft Dynamics AX application successfully.
Verify that you have updated the cross-reference system in the Microsoft Dynamics AX application. Without an updated cross-reference system, the post-installation process fails with an error message. See the Installation prerequisites section in this topic for instructions.

Note

You must run the post-installation tasks as an administrator.
Click Start > All Programs > Microsoft Dynamics AX Intelligent Data Management Framework. Right-click Post-installation tasks, and click Run as Administrator to complete the post-installation tasks. You can also navigate to the installation location, right- click PostInstallSetup.exe, and click Run as Administrator. The default installation location is \Program Files\Microsoft Dynamics AX Intelligent Data Management Framework.

The post-installation checklist application runs in a Command Prompt window. The application displays prompts in white. You must respond to the questions in white. Each starting step is displayed in yellow. Optional missing configuration details are also displayed in yellow. Each successfully completed step is displayed in green. Each unsuccessfully completed step is displayed in red. The post-installation checklist application performs the following actions:

Opens a Command Prompt window that is used to capture necessary information.
Copies label files to the Microsoft Dynamics AX application folder. These label files follow the Microsoft Dynamics AX development best practices and provide labels for the classes that are imported by the imported projects, or XPOs.
Updates the package connection manager. The package connection manager is used to run the SQL Server Integration Services packages.
Validates the correct configuration of the Microsoft Distributed Transaction Coordinator (MSDTC). The post-installation checklist displays an error message if the configuration is invalid. For configuration instructions, see the Software requirements section.
Validates that Excel is installed. Excel is an optional component. However, if you do not have Excel on the computer, the post-installation task displays a warning message. Excel is required for the Export to Excel command to be available. In this step, the pre-installation application queries the registry for the installed version of Excel and the existence of the Microsoft Office Primary Interop Assemblies (PIAs) for Excel. If the post-installation application does not find Excel or the Excel PIAs, it displays this message: "Verify that Microsoft Office Excel and Microsoft Office Primary Interop Assemblies (PIAs) are installed." To use the export to Excel functionality, you must have Excel and the Excel PIAs installed on the computer. If necessary, download and install the PIAs after the post-installation application closes. For Excel 2003, see Office 2003 Update: Redistributable Primary Interop Assemblies. For Excel 2007, see 2007 Microsoft Office System Update: Redistributable Primary Interop Assemblies.
Validates the configuration of email settings. Email settings are optional during the installation. In case of missing or invalid email configuration settings, the application displays a message informing you to configure the settings later. IDMF sends a test email for the valid email configuration.
Starts the scheduler service. IDMF uses a service called the Microsoft Dynamics AX Intelligent Data Management Framework service. This service is also called the scheduler service, and this term is used interchangeably with the service name. The post-installation application tries to start the scheduler service, and displays a message indicating the success or failure of this attempt. Click Start > Administrative Tools > Services to verify that the service is running, or start the service manually.
Imports an X++ project (XPO) that is used to create classes that are used by IDMF. The post-installation application imports the XPO to the layer that is specified in the Microsoft Dynamics AX client configuration. For the name of the XPO, see the Manually running the post-installation tasks section in this topic. Caution: Make sure that the business connector points to the same layer that you plan to import the XPO into. Verify that the Application layer object to open list in the Microsoft Dynamics AX client configuration window points to the same layer for both the business connector and the Windows client.
Prompts you to enter a response to import the XPO. Enter Y to import the XPO now, and wait until you get a message indicating that the metadata synchronization is complete. The post-installation application imports the XPO to the layer that is specified in the Microsoft Dynamics AX client configuration, as detailed in step 8. Enter N to import the project manually. For instructions to manually import the XPO, see the Manually running the post-installation tasks section. You must import this XPO successfully before you can start IDMF.
If you entered N in the previous step, asks you whether you want to synchronize the metadata. Enter Y to synchronize the metadata now or N to manually synchronize the metadata later. Caution: You must complete this step successfully before you can start IDMF.
Prompts you to press any key on the keyboard to continue. This is the last step, and when you press a key, the post-installation application closes the Command Prompt window.

Framework checklist

After the successful completion of the post-installation tasks, start IDMF from Start > All Programs > Intelligent Data Management Framework > Microsoft Dynamics AX Intelligent Data Management Framework. When you start the application for the first time, the Framework checklist shows two sets of checklists, the tasks that you must have completed successfully before starting the application, and the tasks that you must complete the first time you start it. Click Close if you have not successfully completed the necessary tasks. Restart the application after completing the following tasks:

Update cross-reference in the Microsoft Dynamics AX application.
Complete the post-installation tasks described in the previous section.
Verify that IDMF for Microsoft Dynamics AX service is running.

You see the Framework checklist dialog box every time you start the framework, until you successfully complete the following checklist. Click OK to complete the following checklist in the Scheduled tasks window:

Successfully complete the baseline analysis snapshot of the production database. On the menu bar, click Schedule. Follow these steps in the Scheduled tasks window to create a baseline analysis snapshot of the database.
1. In the Task details pane, enter values in the Name and Description fields for the task.
2. On the Schedule tab, select One time only from the Frequency list. Select or enter values in the Start date and Time fields.
3. Click Save.
4. When prompted to validate the health check queries, click No.
5. Click Status > Refresh to refresh the task. Wait for the task to be completed with a Pass status. You are ready to use the Analysis menu for the database analysis.
Schedule and complete the health check analysis. Follow these steps to create the baseline health check analysis.
1. Click Administer > Application health check to work with the health check queries. In the Application health check queries window, click Validate queries, and wait for the validation to be completed. Upon successful validation, the Validate queries button becomes hidden, and all the queries in the Queries node appear in black.
2. Click Schedule > Ledger periods to create the ledger periods for the health check analysis. Enter the required information in the Task details pane of the Scheduled tasks window, and then click Save. For this task, select One time only from the Frequency list. Wait for the ledger periods schedule to be completed successfully before going to the next step.
3. Click Schedule > System health check to create the baseline health check analysis task. This task must start after successful completion of the ledger periods task that you created in the previous step. Enter the required information in the Task details pane of the Scheduled tasks window, and then click Save. For this task, select One time only from the Frequency list.
4. Click Status > Refresh to refresh the task. Verify that both the ledger periods task and the baseline health check analysis tasks have been completed with a Pass status. You are now ready to use the Analysis menu for health check analysis.
This step is only required if you plan to use the archive functionality. Synchronize metadata with the archive database. The metadata synchronization task copies the metadata from the production database to the archive database. You must complete the metadata synchronization task successfully before going to the next step. Follow these steps to create a metadata synchronization task:
1. Click Schedule > Metadata to work with the metadata synchronization task. Enter the required information in the Task details pane of the Scheduled tasks window, and then click Save. For this task, select One time only from the Frequency list. Note: Consider creating a recurring task to synchronize the metadata between the production and archive databases, to keep the archive database in a consistent state.
2. Click Status > Refresh to refresh the task. Verify that the metadata synchronization task has been completed with a Pass status.
This step is only required if you plan to use the archive functionality. Replicate master data from the production database to the archive database. You must complete the previous step before creating a master data replication task. The master data replication task copies the master data tables from the production database to the archive database. Follow these steps to create a master data replication task:
1. Click Schedule > Master data to work with the master data replication task. Enter the required information in the Task details pane of the Scheduled tasks window, and then click Save. For this task, select One time only from the Frequency list. Note: Consider creating a recurring task to synchronize the master data tables between the production and archive databases, to keep the archive database in a consistent state. 2. Click Status > Refresh to refresh the task. Verify that the master data replication task has been completed with a Pass status.
Verify that the tasks from the previous steps are completed successfully with a Pass status. Now you are ready to work with IDMF.

Removing IDMF

IDMF can be uninstalled by using the Control Panel. The uninstall program does not delete the management database, production replica database, or archive database. Optionally, you can back up and then delete these databases manually.

Troubleshoot installation issues

This section provides information to help you troubleshoot issues you may encounter when running the Setup Wizard.

Location of log files

IDMF creates all the log files in the <installation folder>Logs folder, where the default path of <installation folder> is C:\Program Files Microsoft Dynamics AX Intelligent Data Management Framework.

Create and view the installation log file

By default, the Setup program does not create an installation log file. Optionally, you can create the installation log file to capture the steps used by Setup and any errors generated. Follow these steps to create the installation log file:

Open a Command Prompt window.

Run the following command.

"<Path of the exe file>IDMF-2.0.exe" /L*v "<Path of the log file>AXDataManagementToolSetupLog.txt"

Open the log file, and search for "error." The following message is an example of the types of message contained in the log file.

CreateDatabase: Error 0x80040e14: failed to create to database: '<<Database name>>', error: Database '<<Database name>>' already exists. Choose a different database name.

Use the Windows event viewer to examine system logs containing any messages from IDMF.

Common error messages generated by Setup

You may encounter the following common error messages when running Setup:

Database creation error. If a database exists in SQL Server with the same name that you entered for the management or archive database, Setup fails with an error message.
Data type mismatch error. If you attempt to connect to SQL Server 2000, you get a SQL script error because the data type mismatch.
Missing prerequisites. If you start Setup without the prerequisites, it displays an error message listing the missing components. Install the prerequisites, and then run Setup again.

IDMF fails to start

When starting IDMF, you may encounter the following error: "An unhandled exception occurred and has been logged. Please contact support." This error message is a generic message that IDMF displays when the error condition is caused by an environmental issue such as permissions. This particular error condition typically occurs when the user does not have read, write, and modify permissions on the folder where you installed IDMF. To fix the error condition, apply read, write, and modify permissions to the installation folder of IDMF and its subfolders. The default path is C:\Program Files\Microsoft Dynamics AX Intelligent Data Management Framework.

Common error messages generated by the post-installation tasks

You may encounter the following common error messages from the post-installation tasks:

If you have not completed the cross-reference update before starting the post-installation tasks, you encounter the message, "You must update the cross-references in the Microsoft Dynamics AX application." Update the cross-reference system, and then start the post-installation step. For instructions on updating the cross-reference system, see the Installation prerequisites section in this topic.
The post-installation tasks fail in case of connectivity or security issues with the database or Application Object Server (AOS). The following error messages are typical:
- XPO import completed with error(s), please contact administrator.
- XPO import failed.
- Metadata synchronization failed.
Fix the connectivity or security issues, and verify that you can connect to the database server and AOS. Then restart the post-installation tasks. Alternatively, you can run the post-installation tasks manually. For instructions, see Manually running the post-installation tasks in this topic.
The post-installation application may fail to start IDMF scheduler service with the message, "Unable to restart the Data Management scheduler service. Restart the service manually (Control Panel > Administrative Tools > Services)." This error occurs when the password you used for the service account is incorrect. Use the Services management console to restart the service manually, and reset the password for the service account.
The post-installation tasks may fail with the error message, "Ax32.exe is not recognized as an internal or external command, operable program or batch file. XPO import failed." Run the post-installation tasks manually. For instructions, see Manually running the post-installation tasks in this topic.

Metadata synchronization fails

You may encounter the error message, "Inner exception: The operation failed. The class <xxxx> does not exist. Metadata synchronization failed." Here, <xxxx> is the name of the class. This issue is caused by the Microsoft Dynamics AX application cache, called Axapta Object Cache (AOC), on the Windows clients in a three-tier configuration. You must clear the cache, and then follow the instruction provided in the Manually running the post-installation tasks section in this topic. Clear the cache

Start the Microsoft Dynamics AX Windows client.
For Microsoft Dynamics AX 2012, on the Tools > Caches menu, click each of the following menu items: Refresh Dictionary, Refresh Data, Refresh AOD.
For earlier versions of Microsoft Dynamics AX, on the Microsoft Dynamics AX >Tools > Development Tools > Application objects menu, click each of the following menu items: Refresh Dictionary, Refresh Data, Refresh AOD.

ODBC operation fails

You may encounter the message, "ODBC operation failed. Unable to log on to the database. [Microsoft] [ODBC Driver Manager] Data source name not found and no default driver specified. Object 'ODBC Connection' could not be created. Metadata synchronization failed." This error usually occurs when the Microsoft Dynamics AX client is installed with SQL Server 2008 client components. The post-installation program fails during the metadata synchronization and displays this error message. To resolve this error, install the ODBC driver SQLCLI.DLL from SQL Server 2005 Setup. This file is available from <SQL Server 2005 installation media>ServersSetup folder. Use sqlncli.msi for 32-bit systems or sqlncli_64.msi for 64-bit systems. This file is required by Application Object Server (AOS) to establish the database connection. Manually running the post-installation tasks

Follow these steps to run the post-installation tasks manually:

Copy all the label files in the folder from <Data Management Framework installation folder>XPOLabels< version> to the Microsoft Dynamics AX application folder. The default IDMF installation folder is C:\Program Files\Microsoft Dynamics AX Intelligent Data Management Framework.
After the XPO is successfully imported, modify the job DMTPopulateMetadataJob in the Application Object Tree (AOT). Enter appropriate values for the management database server name and management database name, and then run the job. This job retrieves metadata and system information from the Microsoft Dynamics AX application and stores it in the management database. IDMF retrieves metadata information from the management database for its use. Note: You must run this job when the Microsoft Dynamics AX application metadata changes, to synchronize the management database with the production database.
If the job in the previous step has been completed successfully, the following tables contain records. Query the management database to verify that these tables are not empty.
- AXAOTENUMINFO
- AXAOTTABLEINFO
- AXAOTFIELDSINFO
- AXAOTINDEXINFO
- AXAOTTABLERELATION
Open and run the job DMTAddEnumValue in the Application Object Tree (AOT). This job adds an enum value, DMTArchiveSummary, to the enums LedgerTransType and InventTransType. IDMF uses the enum DMTArchiveSummary during the archival process.

Note

You must perform this step before you continue with the next step.
Synchronize the database. In the Microsoft Dynamics AX Windows client, click Application Object Tree on the toolbar. In the AOT window, right-click the Data Dictionary node, and then select Synchronize.
Navigate to C:\Program Files\Microsoft Dynamics AX Intelligent Data Management Framework\XPO. This folder contains X++ project (XPO). Using the Microsoft Dynamics AX client, import the Summation XPO file. IDMF uses the Summation XPO file when archiving data or restoring archived data, to make adjusting entries to Ledger, Inventory and Bank transactions.