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Set up offline profiles

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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

An offline profile defines which data is synchronized between a store database and the offline databases at the registers. Each offline profile consists of several offline scopes. Offline scopes define the order in which data is synchronized, and which database tables are synchronized. Microsoft Dynamics AX includes a default offline profile that is named "Default pr." The offline scopes that are included in the default offline profile reflect the organization of jobs in Retail scheduler.

Warning

You can modify the default offline profile that is included with Microsoft Dynamics AX. However, if you modify a store's offline profile after you have created the store's offline databases, you must run the Retail Channel Configuration Utility again on all the registers in the store to re-create the offline databases for those registers. (In AX 2012 R2 and AX 2012 Feature Pack, the Retail Channel Configuration Utility is called the Store Database Utility.)

Set up an offline profile

  1. Click Retail > Setup > POS > Profiles > Offline profiles.

  2. Press CTRL+N to create a new offline profile, or select an existing profile.

  3. In the Name field, type a name for the profile. In the Description field, type a description.

  4. On the Line details FastTab, click Add or select an existing offline scope.

  5. In the Description field, select an offline scope.

    To set up the new or existing offline scope, see the next procedure.

  6. For Retail Modern POS, the following settings in the SQLite device configuration FastTab are also required:

    • Offline timeout (sec) – specify the time after which Retail Modern POS will switch to the offline database.

    • Reconnect attempt interval (min) – specify the interval after which Retail Modern POS will try to reconnect to the Retail server or the channel database.

  7. Repeat steps 4, 5, and 6 for each offline scope that is included in the offline profile.

The configuration options in the following table are not currently implemented.

Location

Options that have not been implemented

Offline products FastTab

No options have been implemented

Offline customers FastTab

No options have been implemented

SQLite device configuration FastTab

Check for new database

Upload transactions

Image folder

Data export folder

Database export schedule

Set up an offline scope

  1. Click Retail > Setup > POS > Profiles > Offline profiles.

  2. In the Name field, select an offline profile.

  3. On the Line details FastTab, click Add or select an existing offline scope, and then click Offline scope.

  4. In the Offline scope form, in the Synchronization direction field, specify the direction in which data is moved during synchronization. Select one of the following options:

    • Download – Data is only downloaded from the store database to the offline databases.

    • Upload – Data is only uploaded from the offline databases to the store database.

    • Bidirectional – Data is downloaded from the store database and uploaded from the offline databases.

  5. On the Line details FastTab, click Add to add a database table.

    –or–

    Select a database table, and then click Remove.

  6. Repeat steps 3 through 6 for each offline scope that you want to set up.