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Set up and deploy on-premises environments (Platform update 41 through 55)

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This article explains how to plan, set up, and deploy Microsoft Dynamics 365 Finance + Operations (on-premises) with Platform update 41 through. Platform update 41 is available with version 10.0.17. Platform update 55 is available with version 10.0.31.

The Local Business Data Yammer group is available. There, you can post any questions or feedback that you have about the on-premises deployment.

Finance + Operations components

The Finance + Operations application consists of three main components:

  • Application Object Server (AOS)
  • Business Intelligence (BI)
  • Financial Reporting/Management Reporter

These components depend on the following system software:

  • Microsoft Windows Server (Only English-language operating system installations are supported.)

  • Microsoft SQL Server

    Important

    Full-Text Search must be enabled.

  • SQL Server Reporting Services (SSRS)

    SSRS is deployed on BI virtual machines (VMs). The SSRS nodes should also have a Database Engine instance that is running locally.

  • SQL Server Integration Services (SSIS)

    SSIS is deployed on AOS VMs.

  • SQL Server Management Studio

  • Standalone Microsoft Azure Service Fabric

  • Microsoft Windows PowerShell 5.0 or later

  • Active Directory Federation Services (AD FS) on Windows Server

  • Domain controller

    Important

    The domain controller must be Microsoft Windows Server 2012 R2 or later, and it must have a domain functional level of 2012 R2 or more. For more information about domain functional levels, see the following topics:

  • Optional but highly recommended: Active Directory Certificate Services (AD CS) on Windows Server

Important

For supported versions, see Microsoft Dynamics 365 Finance + Operations (on-premises) supported software.

Lifecycle Services

Finance + Operations bits are distributed through Microsoft Dynamics Lifecycle Services. Before you can deploy, you must purchase license keys through the Enterprise Agreements channel and set up an on-premises project in Lifecycle Services. Deployments can be initiated only through Lifecycle Services. For more information about how to set up on-premises projects in Lifecycle Services, see Set up on-premises projects in Lifecycle Services (LCS).

Authentication

The on-premises application works with AD FS. To interact with Lifecycle Services, you must also configure Microsoft Entra ID. To complete the deployment and configure the Lifecycle Services local agent, you must have Microsoft Entra ID. If you don't already have a Microsoft Entra tenant, you can get one for free by using one of the options that Microsoft Entra ID provides. For more information, see Quickstart: Set up a tenant.

Standalone Service Fabric

Finance + Operations uses standalone Service Fabric. For more information, see the Service Fabric documentation.

Setup of Finance + Operations will deploy a set of applications inside Service Fabric. During deployment, each node in the cluster will be defined through configuration so that it has one of the following node types:

  • AOSNodeType – Nodes of this type host AOS (business logic).
  • OrchestratorType – Nodes of this node type work as Service Fabric Primary nodes, and host deployment and servicing logic.
  • ReportServerType – Nodes of this type host SSRS and reporting logic.
  • MRType – Nodes of this type host Management Reporter logic.

Infrastructure

Finance + Operations falls under the standard Microsoft support policy about operation on non-Microsoft virtualization platforms, specifically VMware. For more information, see Support policy for Microsoft software that runs on non-Microsoft hardware virtualization software. In short, Microsoft supports its products in this environment. However, if Microsoft is asked to investigate an issue, we might first ask the customer to reproduce the issue without the virtualization platform or on the Microsoft virtualization platform.

If you're using VMware, you must implement the fixes that are documented on the following webpages:

Warning

Dynamics 365 Finance + Operations (on-premises) is not supported on any public cloud infrastructure, including Microsoft Azure Cloud services. However, it is supported to run on Microsoft Azure Stack HCI and Microsoft Azure Stack Hub.

The hardware configuration includes the following components:

  • A standalone Service Fabric cluster that is based on Windows Server VMs
  • SQL Server (Both Clustered SQL and Always-On are supported.)
  • AD FS for authentication
  • Server Message Block (SMB) version 3 file share for storage
  • Optional: Microsoft Office Server

For more information, see System requirements for on-premises deployments.

Important

For supported versions, see Microsoft Dynamics 365 Finance + Operations (on-premises) supported software.

Hardware layout

Plan your infrastructure and Service Fabric cluster, based on the recommended sizing in Hardware sizing requirements for on-premises environments. For more information about how to plan the Service Fabric cluster, see Plan and prepare your Service Fabric standalone cluster deployment.

The following table shows an example of a hardware layout. This example is used throughout this article to demonstrate the setup. When you complete the setup, you must replace the machine names and IP addresses that are provided in the following instructions with the names and IP addresses for the machines in your environment.

Note

The Primary node of the Service Fabric cluster must have at least three nodes. In this example, OrchestratorType is designated as the Primary node type. If you have a node type that has more than three VMs, consider making that node type your Primary (Seed) node type to help increase the reliability of the cluster.

Machine purpose Service Fabric node type Machine name IP address
Domain controller LBDEN01DC1 10.179.108.2
AD FS LBDEN01ADFS1 10.179.108.3
File server LBDEN01FS01 10.179.108.4
SQL Always-On cluster LBDEN01SQLA01 10.179.108.5
LBDEN01SQLA02 10.179.108.6
LBDEN01SQLA 10.179.108.9
AOS 1 AOSNodeType LBDEN01SFAOS1 10.179.108.11
AOS 2 AOSNodeType LBDEN01SFAOS2 10.179.108.12
AOS 3 AOSNodeType LBDEN01SFAOS3 10.179.108.13
Orchestrator 1 OrchestratorType LBDEN01SFORCH1 10.179.108.21
Orchestrator 2 OrchestratorType LBDEN01SFORCH2 10.179.108.22
Orchestrator 3 OrchestratorType LBDEN01SFORCH3 10.179.108.23
Management Reporter node MRType LBDEN01SFMR1 10.179.108.31
SSRS node 1 ReportServerType LBDEN01SFBI1 10.179.108.41
Client LBDEN01CLIENT1 10.179.108.51

The following table shows an example of a hardware layout where batch execution and interactive sessions are run in dedicated nodes. For more information, see Configure batch-only and interactive-only AOS nodes in on-premises deployments.

Machine purpose Service Fabric node type Machine name IP address
Domain controller LBDEN01DC1 10.179.108.2
AD FS LBDEN01ADFS1 10.179.108.3
File server LBDEN01FS01 10.179.108.4
SQL Always-On cluster LBDEN01SQLA01 10.179.108.5
LBDEN01SQLA02 10.179.108.6
LBDEN01SQLA 10.179.108.9
AOS 1 BatchOnlyAOSNodeType LBDEN01SFAOS1 10.179.108.11
AOS 2 BatchOnlyAOSNodeType LBDEN01SFAOS2 10.179.108.12
AOS 3 BatchOnlyAOSNodeType LBDEN01SFAOS3 10.179.108.13
AOS 4 InteractiveOnlyAOSNodeType LBDEN01SFAOS4 10.179.108.14
AOS 5 InteractiveOnlyAOSNodeType LBDEN01SFAOS5 10.179.108.15
AOS 6 InteractiveOnlyAOSNodeType LBDEN01SFAOS6 10.179.108.16
Orchestrator 1 OrchestratorType LBDEN01SFORCH1 10.179.108.21
Orchestrator 2 OrchestratorType LBDEN01SFORCH2 10.179.108.22
Orchestrator 3 OrchestratorType LBDEN01SFORCH3 10.179.108.23
Management Reporter node MRType LBDEN01SFMR1 10.179.108.31
SSRS node 1 ReportServerType LBDEN01SFBI1 10.179.108.41
Client LBDEN01CLIENT1 10.179.108.51

Overview of the setup process

You must complete the following steps to set up the infrastructure for Finance + Operations. By reading all the steps before you begin, you can more easily plan your setup.

  1. Plan your domain name and DNS zones
  2. Plan and acquire your certificates
  3. Plan your users and service accounts
  4. Create DNS zones, and add A records
  5. Join VMs to the domain
  6. Download setup scripts from Lifecycle Services
  7. Describe your configuration
  8. Set up file storage
  9. Set up SQL Server
  10. Configure certificates
  11. Set up SSIS
  12. Set up SSRS
  13. Set up VMs
  14. Set up a standalone Service Fabric cluster
  15. Configure Lifecycle Services connectivity for the tenant
  16. Configure the SQL Server certificate
  17. Configure the databases
  18. Encrypt credentials
  19. Configure AD FS
  20. Configure a connector, and install an on-premises local agent
  21. Tear down CredSSP, if remoting was used
  22. Deploy your Finance + Operations environment from Lifecycle Services
  23. Connect to your Finance + Operations environment

Setup

Prerequisites

Before you start the setup, the following prerequisites must be in place. The setup of these prerequisites is out of the scope of this document.

  • Active Directory Domain Services (AD DS) must be installed and configured in your network.
  • AD FS must be deployed.
  • SQL Server must be installed on the SSRS machines.
  • SSRS must be installed (but not configured) in Native mode on the SSRS machines.
  • Optional: AD CS is installed and configured in your network.

The following table shows the Microsoft Windows features that will be installed on the VMs by the infrastructure setup scripts that are downloaded from Lifecycle Services. For details on additional prerequisite software that will need to be downloaded and installed see Set up VMs.

Node type Component Details
AOS The Microsoft .NET Framework version 2.0–3.5 (CLR 2.0) Windows features: NET-Framework-Features, NET-Framework-Core, NET-HTTP-Activation, NET-Non-HTTP-Activ
AOS The Microsoft .NET Framework version 4.0–4.6 (CLR 4.0) Windows features: NET-Framework-45-Features, NET-Framework-45-Core, NET-Framework-45-ASPNET, NET-WCF-Services45, NET-WCF-TCP-PortSharing45
AOS Microsoft Internet Information Services (IIS) Windows features: WAS, WAS-Process-Model, WAS-NET-Environment, WAS-Config-APIs, Web-Server, Web-WebServer, Web-Security, Web-Filtering, Web-App-Dev, Web-Net-Ext, Web-Mgmt-Tools, Web-Mgmt-Console
BI The .NET Framework version 2.0–3.5 (CLR 2.0) Windows features: NET-Framework-Features, NET-Framework-Core, NET-HTTP-Activation, NET-Non-HTTP-Activ
BI The .NET Framework version 4.0–4.6 (CLR 4.0) Windows features: NET-Framework-45-Features, NET-Framework-45-Core, NET-Framework-45-ASPNET, NET-WCF-Services45, NET-WCF-TCP-PortSharing45
MR The .NET Framework version 2.0–3.5 (CLR 2.0) Windows features: NET-Framework-Features, NET-Framework-Core, NET-HTTP-Activation, NET-Non-HTTP-Activ
MR The .NET Framework version 4.0–4.6 (CLR 4.0) Windows features: NET-Framework-45-Features, NET-Framework-45-Core, NET-Framework-45-ASPNET, NET-WCF-Services45, NET-WCF-TCP-PortSharing45

Step 1. Plan your domain name and DNS zones

We recommend that you use a publicly registered domain name for your production installation of AOS. In that way, the installation can be accessed outside the network, if outside access is required.

For example, if your company's domain is contoso.com, your zone for Finance + Operations might be d365ffo.onprem.contoso.com, and the host names might be as follows:

  • ax.d365ffo.onprem.contoso.com for AOS machines
  • sf.d365ffo.onprem.contoso.com for the Service Fabric cluster

Step 2. Plan and acquire your certificates

Secure Sockets Layer (SSL) certificates are required to secure a Service Fabric cluster and all the applications that are deployed. For your production and sandbox workloads, we recommend that you acquire certificates from a certificate authority (CA) such as DigiCert, Comodo, Symantec, GoDaddy, or GlobalSign. If your domain is set up with AD CS, you can use the Microsoft setup scripts to create the templates and certificates. Each certificate must contain a private key that was created for key exchange, and it must be exportable to a Personal Information Exchange (.pfx) file.

Self-signed certificates can be used only for testing purposes. For the sake of convenience, the setup scripts that are provided in Lifecycle Services include scripts that generate and export self-signed certificates. If you're using self-signed scripts, you're instructed to run the creation scripts during later steps in this article. As has been mentioned, these certificates can be used only for testing purposes.

Important

Microsoft plans to discontinue support for the generation of self-signed certificates through the setup scripts, in favor of automatic certificate creation through AD CS.

General certificate settings

Setting Value Requirement
Signature algorithm sha256RSA Recommended
Signature hash algorithm sha256 Recommended
Public key RSA (2048 bits) Mandatory
Thumbprint algorithm sha1 Recommended
Cryptographic provider Microsoft Enhanced RSA and AES Cryptographic Provider Mandatory (except for the encipherment certificate)

Overview of required certificates

Purpose Explanation Additional requirements
SQL Server SSL certificate This certificate is used to encrypt data that is transmitted across a network between an instance of SQL Server and a client application.

The domain name of the certificate should match the fully qualified domain name (FQDN) of the SQL Server instance or listener. For example, if the SQL listener is hosted on machine LBDEN01SQLA01, the certificate's Domain Name System (DNS) name is LBDEN01SQLA01.contoso.com.

  • Common name (CN): LBDEN01SQLA01.contoso.com
  • DNS name: LBDEN01SQLA01.contoso.com
Service Fabric Server certificate This certificate is used to help secure the node-to-node communication between the Service Fabric nodes. It's also used as the server certificate that is presented to the client that connects to the cluster.

For this certificate, you can also use the wildcard SSL certificate for your domain, such as *.contoso.com. (For more information, see the text that follows this table.) Otherwise, use the following values:

  • CN: sf.d365ffo.onprem.contoso.com
  • DNS name: sf.d365ffo.onprem.contoso.com
Service Fabric Client certificate Clients use this certificate to view and manage the Service Fabric cluster.
  • CN: client.d365ffo.onprem.contoso.com
  • DNS name: client.d365ffo.onprem.contoso.com
Encipherment certificate This certificate is used to encrypt sensitive information such as the SQL Server password and user account passwords.

The certificate must be created by using the Microsoft Enhanced Cryptographic Provider v1.0 provider.

The certificate key usage must include Data Encipherment (10), and shouldn't include server authentication or client authentication.

For more information, see Managing secrets in Service Fabric applications.

  • CN: axdataenciphermentcert
  • DNS name: axdataenciphermentcert
AOS SSL certificate

This certificate is used as the server certificate that is presented to the client for the AOS website. It's also used to enable Windows Communication Foundation (WCF)/Simple Object Access Protocol (SOAP) certificates.

You can use the same wildcard SSL certificate that you used as the Service Fabric server certificate. Otherwise, use the following values:

  • CN: ax.d365ffo.onprem.contoso.com
  • DNS name: ax.d365ffo.onprem.contoso.com
Session Authentication certificate AOS uses this certificate to help secure a user's session information.

This certificate is also the File Share certificate that will be used at the time of deployment from Lifecycle Services.

  • CN: SessionAuthentication
  • DNS name: SessionAuthentication
Data Encryption certificate AOS uses this certificate to encrypt sensitive information.
  • CN: DataEncryption
  • DNS name: DataEncryption
Data Signing certificate AOS uses this certificate to sign sensitive information.

This certificate is separate from the Data Encryption certificate.

  • CN: DataSigning
  • DNS name: DataSigning
Financial Reporting Client certificate This certificate is used to help secure the communication between the Financial Reporting services and AOS.
  • CN: FinancialReporting
  • DNS name: FinancialReporting
Reporting certificate This certificate is used to help secure the communication between SSRS and AOS.

Important: Do not reuse the Financial Reporting Client certificate.

  • CN: ReportingService
  • DNS name: ReportingService
SSRS Web Server certificate This certificate is used as the server certificate that is presented to the client (AOS) for the SSRS web server.

The domain name of the certificate should match the FQDN of the SSRS node.

  • CN: BI1.contoso.com
  • DNS name: BI1.contoso.com
On-premises local agent certificate

This certificate is used to help secure the communication between a local agent that is hosted on-premises and on Lifecycle Services. It enables the local agent to act on behalf of your Microsoft Entra tenant, and to communicate with Lifecycle Services to orchestrate and monitor deployments.

Note: Only one on-premises local agent certificate is required for a tenant.
  • CN: OnPremLocalAgent
  • DNS name: OnPremLocalAgent

You can use the wildcard SSL certificate for your domain to combine the Service Fabric Server certificate and the AOS SSL certificate.

Here's an example of a Service Fabric Server certificate that is combined with an AOS SSL certificate.

Subject name

CN = *.d365ffo.onprem.contoso.com

Subject alternative names

DNS Name=ax.d365ffo.onprem.contoso.com
DNS Name=sf.d365ffo.onprem.contoso.com
DNS Name=*.d365ffo.onprem.contoso.com

Important

You can use the wildcard certificate to help secure only the first-level subdomain of the domain that it's issued to. Therefore, a certificate for *.onprem.contoso.com won't be valid for ax.d365ffo.onprem.contoso.com.

Step 3. Plan your users and service accounts

You must create several user or service accounts for Finance + Operations to work. You must create a combination of group managed service accounts (gMSAs), domain accounts, and SQL accounts. The following table shows the user accounts, their purpose, and example names that will be used in this article.

User account Type Purpose User name
Financial Reporting Application Service Account gMSA Contoso\svc-FRAS$
Financial Reporting Process Service Account gMSA Contoso\svc-FRPS$
Financial Reporting Click Once Designer Service Account gMSA Contoso\svc-FRCO$
AOS Service Account gMSA You should create this user for future proofing. Microsoft plans to enable AOS to work with the gMSA in upcoming releases. By creating this user at the time of setup, you help to ensure a seamless transition to the gMSA.* Contoso\svc-AXSF$
SSRS bootstrapper Service Account gMSA The reporting service bootstrapper uses this account to configure the SSRS service. Contoso\svc-ReportSvc$
AOS Service Account Domain account AOS uses this user in the general availability (GA) release.* Contoso\AXServiceUser
AOS SQL DB Admin user SQL user Finance + Operations uses this user to authenticate with SQL**. This user will also be replaced by the gMSA user in upcoming releases***. AXDBAdmin
Local Deployment Agent Service Account gMSA The local agent uses this account to orchestrate the deployment on various nodes. Contoso\Svc-LocalAgent$

* These accounts shouldn't have their regional settings changed. They should have the default EN-US region settings.

** If the password of the SQL user contains special characters, you might encounter issues during deployment.

*** The SQL user name and password for SQL authentication are secured because they're encrypted and stored in the file share.

Step 4. Create DNS zones and add A records

DNS is integrated with AD DS, and lets you organize, manage, and find resources in a network. The following procedures show how to create a DNS forward lookup zone and A records for the AOS host name and Service Fabric cluster. In this example, the DNS zone name is d365ffo.onprem.contoso.com, and the A records/host names are as follows:

  • ax.d365ffo.onprem.contoso.com for AOS machines
  • sf.d365ffo.onprem.contoso.com for the Service Fabric cluster

Add a DNS zone

  1. Sign in to the domain controller machine, select Start. Then open DNS Manager by entering dnsmgmt.msc and selecting the dnsmgmt (DNS) application.
  2. Right-click the domain controller name in the console tree, and then select New Zone > Next.
  3. Select Primary Zone.
  4. Leave the Store the zone in Active Directory (available only if the DNS Server is a writeable domain controller checkbox selected, and then select Next.
  5. Select To all DNS Servers running on Domain Controllers in this domain: Contoso.com, and then select Next.
  6. Select Forward Lookup Zone, and then select Next.
  7. Enter the zone name for your setup, and then select Next. For example, enter d365ffo.onprem.contoso.com.
  8. Select Do not allow dynamic updates, and then select Next.
  9. Select Finish.

Set up an A record for AOS

In the new DNS zone, for each Service Fabric cluster node of the AOSNodeType type, create one A record that is named ax.d365ffo.onprem.contoso.com. Don't create A records for the other node types.

  1. Find the newly created zone under the Forward Lookup Zones folder in DNS Manager.
  2. Select and hold (or right-click) the new zone, and then select New Host.
  3. Enter the name and IP address of the Service Fabric node. (For example, enter ax as the name and 10.179.108.12 as the IP address.) Then select Add Host.
  4. Leave both checkboxes cleared.
  5. Repeat steps 1 through 4 for each additional AOS node.

Set up an A record for the orchestrator

In the new DNS zone, for each Service Fabric cluster node of the OrchestratorType type, create an A record that is named sf.d365ffo.onprem.contoso.com. Don't create A records for the other node types.

  1. Select and hold (or right-click) the new zone, and then select New Host.
  2. Enter the name and IP address of the Service Fabric node. (For example, enter sf as the name and 10.179.108.15 as the IP address.) Then select Add Host.
  3. Leave both checkboxes cleared.
  4. Repeat steps 1 through 3 for each additional orchestrator node.

Step 5. Join VMs to the domain

Join each VM to the domain by completing the steps in Join a Computer to a Domain. Alternatively, use the following Windows PowerShell script.

$domainName = Read-Host -Prompt 'Specify domain name (ex: contoso.com)'
Add-Computer -DomainName $domainName -Credential (Get-Credential -Message 'Enter domain credential')

Important

You must restart the VMs after you join them to the domain.

Step 6. Download setup scripts from Lifecycle Services

Microsoft has provided several scripts to help improve the setup experience. Follow these steps to download the setup scripts from Lifecycle Services.

Important

The scripts must be run from a computer that is in the same domain as the on-premises infrastructure.

  1. Sign in to Lifecycle Services.
  2. On the dashboard, select the Shared asset library tile.
  3. Select Model as the asset type, and then, in the grid, select the row for Microsoft Dynamics 365 Finance + Operations (on-premises), Deployment scripts.
  4. Select Versions, and download the latest version of the zip file for the scripts.
  5. After the zip file is downloaded, select and hold (or right-click) it, and then select Properties. In the Properties dialog box, select the Unblock checkbox.
  6. Create a file share, and copy the zip file into it.
  7. Unzip the files into a folder that is named infrastructure.

Important

It's important that you put the Infrastructure folder in a file share (for example, \\LBDEN01FS01\Install). In this way, the scripts can be run on any machine without requiring that the folder be copied to each machine. Make sure that all edits are made to the ConfigTemplate.xml file in this folder.

Step 7. Describe your configuration

The infrastructure setup scripts use the following configuration files to drive the setup:

  • infrastructure\ConfigTemplate.xml
  • infrastructure\D365FO-OP\NodeTopologyDefinition.xml
  • infrastructure\D365FO-OP\DatabaseTopologyDefinition.xml

Important

To ensure that the setup scripts work correctly, you must update these configuration files with the correct computer names, IP addresses, service accounts, and domain, based on the setup of your environment.

The infrastructure\ConfigTemplate.xml configuration file describes the following details:

  • The service accounts that are required for the application to work

  • The certificates that are required to help secure communications

  • The database configuration

  • The Service Fabric cluster configuration

  • The file shares that are required for the application to work

  • The SQL cluster information

    Important

    When you configure the Service Fabric cluster, make sure that there are three fault domains for the Primary node type (OrchestratorType). Also make sure that no more than one type of node is deployed on a single machine.

For each Service Fabric node type, the infrastructure\D365FO-OP\NodeTopologyDefinition.xml configuration file describes the following details:

  • The mapping between each node type and the application, domain and service accounts, and certificates
  • Whether User Account Control (UAC) is enabled
  • The prerequisites for Windows features and system software
  • Whether strong name validation should be enabled
  • The list of firewall ports that should be opened
  • Which permissions an account requires for a machine
  • Whether the .NET Framework should be configured to use the operating system's default Transport Layer Security (TLS) protocol.
  • Whether insecure TLS and SSL protocols should be disabled.
  • Whether insecure TLS ciphers should be disabled.

For each database, the infrastructure\D365FO-OP\DatabaseTopologyDefinition.xml configuration file describes the following details:

  • The database settings
  • The mappings between users and roles

Create gMSA and domain user accounts

  1. Open Windows PowerShell in elevated mode, change the directory to the Infrastructure folder in your file share, and run the following commands.

    Important

    These commands don't create an AxServiceUser domain user for you. You must create it yourself.

    .\Create-GMSAAccounts.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

  2. If you must make changes to accounts or machines, update the ConfigTemplate.xml file in the Infrastructure folder in your file share, and then run the following command.

    .\Create-GMSAAccounts.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -Update

Step 8. Set up file storage

You must set up the following SMB 3.0 file shares:

  • A file share that stores user documents that are uploaded to AOS (for example, \\LBDEN01FS01\aos-storage).

  • A file share that stores the latest build and configuration files to orchestrate the deployment (for example, \\LBDEN01FS01\agent).

  • A file share that stores diagnostics information for the Service Fabric cluster (for example, \\LBDEN01FS01\DiagnosticsStore).

    Warning

    Keep this file share path as short as possible, to avoid exceeding the maximum path length on the files that will be put in the share.

For information about how to enable SMB 3.0, see SMB Security Enhancements.

Important

  1. On the file share machine, run the following command.

    Install-WindowsFeature -Name FS-FileServer -IncludeAllSubFeature -IncludeManagementTools

  2. Set up the \\LBDEN01FS01\aos-storage file share:

    1. In Server Manager, select File and Storage Services > Shares.
    2. Select Tasks > New Share to create a share. Name the new share aos-storage.
    3. Leave Allow caching of share selected.
    4. Select the Encrypt data access checkbox.
    5. Grant Modify permissions for every machine in the Service Fabric cluster except OrchestratorType.
    6. Grant Modify permissions for the gMSA user (contoso\svc-AXSF$). If your AOS servers are running under a domain user, also add that domain user (contoso\AXServiceUser).

    Note

    To add machines, you might have to enable Computers under Object Types. To add service accounts, you might have to enable Service Accounts under Object Types.

  3. Set up the \\LBDEN01FS01\agent file share:

    1. In Server Manager, select File and Storage Services > Shares.
    2. Select Tasks > New Share to create a share. Name the new share agent.
    3. Grant Full-Control permissions to the gMSA user for the local deployment agent (contoso\svc-LocalAgent$).

  4. Optional: Set up the \\LBDEN01FS01\DiagnosticsStore file share:

    1. In Server Manager, select File and Storage Services > Shares.
    2. Select Tasks > New Share to create a share. Name the new share DiagnosticsStore.
    3. Grant Modify permissions for every machine in the Service Fabric cluster.

Step 9. Set up SQL Server

  1. Install SQL Server with high availability, unless you're deploying in a sandbox environment, where one instance of SQL Server is sufficient. (Nevertheless, you might want to install SQL Server with high availability in sandbox environments to test high-availability scenarios.)

    Important

    Avoid using named instances. If you use named instances, you might encounter issues, because the documentation and scripts assume that default instances are used.

    You must enable the SQL Server and Windows Authentication mode.

    You can install SQL Server with high availability either as SQL clusters that include a Storage Area Network (SAN) or in an Always-On configuration. Verify that the Database Engine, SSRS, Full-Text Search, and SQL Server Management Tools are already installed.

    Note

    Make sure that Always-On is set up as described in Select Initial Data Synchronization Page (Always On Availability Group Wizards), and follow the instructions in To Prepare Secondary Databases Manually.

  2. Run the SQL service as either a domain user or a gMSA.

  3. In the ConfigTemplate.xml file, fill in the SQL cluster configuration. If you're creating a SQL cluster, specify the name of each machine together with the listener name of your availability group. If you're creating a single instance instead of a cluster, specify the name of the machine, but leave the listener name blank. If you don't want the scripts to generate a certificate for your SQL cluster/instance, set the disabled property to true for the certificate of the SQLCert type.

Step 10. Configure certificates

  1. Go to a machine where Remote Server Administration Tools are installed, or go to your domain controller.

  2. Open PowerShell, and navigate to the file share that contains your Infrastructure folder.

  3. Generate certificates:

    1. If you must generate certificates, run the following commands. These commands create the certificate templates in AD CS, generate the certificates from the templates, put the certificates in the LocalMachine\My certificate store on the machine, and update the thumbprints in the XML file.

      # If you must create self-signed certs, set the generateSelfSignedCert attribute to true.
#.\New-SelfSignedCertificates.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

.\New-ADCSCertificates.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -CreateTemplates
.\New-ADCSCertificates.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

    2. If you must reuse any certificate and therefore don't have to generate the certificate, set the generateADCSCert tag to false in the ConfigTemplate.xml file.

  4. If you're using SSL certificates that were previously generated, skip certificate generation, and update the thumbprints in the ConfigTemplate.xml file. The certificates can be installed in the CurrentUser\My or LocalMachine\My certificate stores. Additionally, their private keys must be exportable.

    Warning

    Because of a leading non-printable special character, the presence of which is difficult to determine, the Certificate Manager tool (certlm.msc) shouldn't be used to copy thumbprints on Windows Server 2016. If the non-printable special character is present, you receive the following error message: "X509 certificate not valid." To retrieve the thumbprints, see the results from Windows PowerShell commands, or run the following commands in Windows PowerShell.

    dir cert:\CurrentUser\My
dir cert:\LocalMachine\My
dir cert:\LocalMachine\Root

  5. In the ProtectTo tag for each certificate, specify a semicolon-separated list of Active Directory users or groups. Only users and groups that are specified in the ProtectTo tag will have the permissions to import the certificates that are exported by using the scripts. The scripts don't support passwords to help protect the exported certificates.

  6. Export the certificates into .pfx files. As part of the export process, the following command will check that the correct cryptographic provider is set for your certificates.

    # Exports certificates into a directory VMs\<VMName>. All the certs will be written to the infrastructure\Certs folder.
.\Export-Certificates.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

Step 11. Set up SSIS

To enable Data management and SSIS workloads, you must install SSIS on each AOS VM. Follow these steps on each AOS VM.

  1. Verify that the machine has access to the SSIS installation, and open the SSIS Setup wizard.
  2. On the Feature Selection page, in the Features pane, select the Integration Services and SQL Client Connectivity SDK checkboxes.
  3. Complete the setup, and verify that the installation was successful.

For more information, see Install Integration Services (SSIS).

Step 12. Set up SSRS

You can configure more than one SSRS node. For more information, see Configuring High Availability for SSRS nodes.

  1. Before you begin, make sure that the prerequisites that are listed at the beginning of this article are in place.

    Important

    • You must install the Database Engine when you install SSRS.
    • Do not configure the SSRS instance. The reporting service will automatically configure everything.
    • Do not use named instances when you set up the database engine or the SSRS service.
    • Environments that were deployed with a base topology older than Platform update 41, do not need to go through the following steps. In those environments, SSRS should be configured manually according to Configure SQL Server Reporting Services for on-premises deployments.

  2. For each BI node, follow these steps:

    1. Open Windows PowerShell in elevated mode, and navigate to the Infrastructure folder in your file share.

    2. Run the following commands.

      .\Initialize-Database.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -ComponentName BI
.\Configure-Database.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -ComponentName BI

      The Initialize-Database.ps1 script maps the gMSA to the following databases and roles.

      User Database Database role
      svc-ReportSvc$ master db_owner
      svc-ReportSvc$ msdb db_datareader, db_datawriter, db_securityadmin

      The Configure-Database.ps1 script performs the following action:

      • Grant the CREATE ANY DATABASE permission to [contoso\svc-ReportSvc$].

    Note

    These scripts will not configure SSRS. SSRS will get configured during deployment by the Service Fabric service (ReportingService) deployed to that node.

    Instead, these scripts will grant the necessary permissions for the Service Fabric service (ReportingService) to carry out the necessary configuration.

Step 13. Set up VMs

  1. Open Windows PowerShell in elevated mode, and navigate to the Infrastructure folder in your file share.

    # Exports the script files to be executed on each VM into a directory VMs\<VMName>.
# .\Export-Scripts.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -D365FOVersion "10.0.17"
.\Export-Scripts.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -D365FOVersion "<Version of D365 that you will deploy>"

    Note

    The scripts will install/require different versions according to the version of D365 Finance + Operations that you deploy. Specify the application version that you will deploy, so that the scripts correctly configure your environment for the version you are deploying. If you're deploying application 10.0.17 with platform update 41, you should specify 10.0.17 for the D365FOVersion parameter.

  2. Download the following Microsoft Windows Installers (MSIs) into a file share that can be accessed by all VMs. For example, use the same file share where you put your Infrastructure folder.

    Component Download link Expected file name Required since Not required after
    SNAC – ODBC driver 13 ODBC Driver 13.1 msodbcsql.msi 10.0.0 Not applicable
    SNAC – ODBC driver 17.5.x ODBC Driver 17.5.2 msodbcsql_17_5.msi 10.0.17 Not applicable
    SQL Server Management Studio 17.9.1 SSMS 17.9.1 SSMS-Setup-ENU.exe 10.0.0 10.0.30
    SQL Server Management Studio 18.x SSMS 18.x SSMS-Setup-18-ENU.exe 10.0.31 Not applicable
    Visual C++ Redistributable Packages for Microsoft Visual Studio 2013 Update for Visual C++ 2013 and Visual C++ Redistributable Package vcredist_x64.exe 10.0.0 Not applicable
    Microsoft Visual C++ 2015-2019 Redistributable Combined Visual C++ vc_redist.x64_1519.exe 10.0.17 10.0.30
    Microsoft Visual C++ 2015-2022 Redistributable Combined Visual C++ vc_redist.x64_1522.exe 10.0.31 Not applicable
    Access Database Engine 2010 Redistributable Microsoft Access Database Engine 2010 Redistributable AccessDatabaseEngine_x64.exe 10.0.0 Not applicable
    The .NET Framework version 4.8 (CLR 4.0) .NET Framework 4.8 Offline Installer ndp48-x86-x64-allos-enu.exe 10.0.0 Not applicable
    The .NET Framework version 4.7.2 (CLR 4.0) .NET Framework 4.7.2 Offline Installer ndp472-x86-x64-allos-enu.exe 10.0.0 Not applicable

Important

  • Make sure that the Management Studio setup is in US English.
  • Make sure that the installer files have the names that are specified in the "Expected file name" column of the preceding table. Rename any files that don't have the expected name. Otherwise, you will encounter errors when you run the Configure-PreReqs.ps1 script.

Next, follow these steps for each VM, or use remoting from a single machine.

Note

  • The following procedure requires execution on multiple VMs. However, to simplify the process, you can use the remoting scripts that are provided. These scripts let you run the required scripts from a single machine, such as the same machine that is used to run the .\Export-Scripts.ps1 command. When the remoting scripts are available, they are declared after a # If Remoting comment in the Windows PowerShell sections. If you use the remoting scripts, you might not have to run the remaining scripts in a section. In these cases, see the section text.
  • Remoting uses WinRM. In some cases, it requires that CredSSP be enabled. The remoting module enables and disables CredSSP on an execution-by-execution basis. We recommend that you disable CredSSP when it isn't used. Otherwise, there is a risk of credential theft. When you've completed the setup, see the Tear down CredSSP, if remoting was used section later in this article.

  1. Copy the contents of each infrastructure\VMs\<VMName> folder to the corresponding VM. (If the remoting scripts are used, they automatically copy the contents to the target VMs.) Then run the following command as an administrator.

    # Install prereq software on the VMs.

# If remoting, execute
# .\Configure-PreReqs-AllVMs.ps1 -MSIFilePath <share folder path of the MSIs> -ConfigurationFilePath .\ConfigTemplate.xml

.\Configure-PreReqs.ps1 -MSIFilePath <path of the MSIs>

    Important

    • Each time that you're prompted, restart the machine. Make sure that you rerun the .\Configure-PreReqs.ps1 command after each restart, until all the prerequisites are installed. In the case of remoting, rerun the AllVMs script when all the machines are back online.
    • If you use the remoting scripts, make sure that the current user has access to the file share folder where the MSIs are located. Also make sure that no user is accessing machines of the AOSNodeType, MRType, and ReportServerType types. Otherwise, the remoting scripts will fail to restart the machines, because users are signed in to them.

  2. Run the following command to complete the VM setup.

    # If remoting, execute
# .\Complete-PreReqs-AllVMs.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

.\Complete-PreReqs.ps1

  3. Run the following command to validate the VM setup.

    # If Remoting, execute
# .\Test-D365FOConfiguration-AllVMs.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

.\Test-D365FOConfiguration.ps1

Important

If you used remoting, be sure to run the cleanup steps after the setup is completed. For instructions, see the Tear down CredSSP, if remoting was used section.

Step 14. Set up a standalone Service Fabric cluster

  1. Download the Service Fabric standalone installation package to one of your Service Fabric nodes.

  2. After the zip file is downloaded, select and hold (or right-click) it, and then select Properties. In the Properties dialog box, select the Unblock checkbox.

  3. Copy the zip file to one of the nodes in the Service Fabric cluster, and unzip it. Make sure that the infrastructure folder has access to this folder.

  4. Go to the infrastructure folder, and run the following command to generate the Service Fabric ClusterConfig.json file.

    .\New-SFClusterConfig.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -TemplateConfig <ServiceFabricStandaloneInstallerPath>\ClusterConfig.X509.MultiMachine.json

  5. You might have to make additional modifications to your cluster configuration, based on your environment. For more information, see Step 1B: Create a multi-machine cluster, Secure a standalone cluster on Windows using X.509 certificates, and Create a standalone cluster running on Windows Server.

  6. Copy the ClusterConfig.json file that is generated to <ServiceFabricStandaloneInstallerPath>.

  7. Open Windows PowerShell in elevated mode, go to <ServiceFabricStandaloneInstallerPath>, and run the following command to test the ClusterConfig.json file.

    .\TestConfiguration.ps1 -ClusterConfigFilePath .\clusterConfig.json

  8. If the test is successful, run the following command to deploy the cluster.

    # If using offline (internet-disconnected) install
# .\CreateServiceFabricCluster.ps1 -ClusterConfigFilePath .\ClusterConfig.json -FabricRuntimePackagePath <Path to MicrosoftAzureServiceFabric.cab download>

.\CreateServiceFabricCluster.ps1 -ClusterConfigFilePath .\ClusterConfig.json

  9. After the cluster is created, open Service Fabric Explorer on any client machine, and validate the installation:

    1. Install the Service Fabric client certificate in the CurrentUser\My certificate store if it isn't already installed.
    2. In Internet Explorer, select Tools (the gear symbol), and then select Compatibility View settings. Clear the Display intranet sites in Compatibility View checkbox.
    3. Go to https://sf.d365ffo.onprem.contoso.com:19080, where sf.d365ffo.onprem.contoso.com is the host name of the Service Fabric cluster that is specified in the zone. If DNS name resolution isn't configured, use the IP address of the machine.
    4. Select the client certificate. The Service Fabric Explorer page appears.
    5. Verify that all nodes appear as green.

    Important

    • If your client machine is a server machine (for example, a machine that is running Windows Server 2019), you must turn off the Internet Explorer Enhanced Security Configuration when you access the Service Fabric Explorer page.
    • If any antivirus software is installed, make sure that you set exclusion. Follow the guidance in the Service Fabric documentation.

Step 15. Configure Lifecycle Services connectivity for the tenant

Authentication with Lifecycle Services is required to deploy Finance + Operations (on-premises). For more information, see Configure Lifecycle Services connectivity for Microsoft Dynamics 365 Finance + Operations (on-premises) deployments.

Important

Authentication with Lifecycle Services is changing. To ensure that you can continue to deploy Finance + Operations (on-premises), you must update your authentication method. For more information, see Configure Lifecycle Services connectivity for Microsoft Dynamics 365 Finance + Operations (on-premises) deployments.

Step 16. Configure the SQL Server certificate

Get an SSL certificate from a CA to configure SQL Server for Finance + Operations. By default, an AD CS or self-signed certificate was generated by a previous step.

Note

If you're ordering the certificate from a public CA, ensure that the Subject Alternative Name of the certificate matches the FQDN of each node/instance in the SQL availability group.

Use a script to deploy certificates for an Always-On SQL availability group or instance

The following script automates the steps of the manual process that is described in the next section. If you aren't using remoting, connect to a SQL machine, and open PowerShell with administrator privileges. Then navigate to the infrastructure folder in your file share, and run the following command. Complete these steps for each node.

# If Remoting, execute
#.\Configure-SQLCert-AllVMs.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

.\Configure-SQLCert.ps1 -PfxCertificatePath ".\Certs\SQL1.contoso.com.pfx"

You can verify that everything has been configured correctly by running the following command.

# If Remoting, execute
#.\Configure-SQLCert-AllVMs.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -Test

.\Configure-SQLCert.ps1 -PfxCertificatePath ".\Certs\SQL1.contoso.com.pfx" -Test

Manually configure the certificate for an Always-On SQL availability group or instance

  1. The infrastructurescripts folder should include a folder that is named Certs. In this folder, find the .pfx file that has your certificate.

  2. For each node of the SQL cluster, follow these steps:

    1. Copy the generated .pfx file to the node, and import the certificate into the LocalMachine store.

    2. Grant certificate permissions to the account that is used to run the SQL service:

      1. Open the Certificate Manager tool (certlm.msc).
      2. Select and hold (or right-click) the certificate that was created, and then select Tasks > Manage Private Keys.
      3. Add the SQL Server service account, and grant it Read access.

    3. Enable ForceEncryption and the new certificate in SQL Server Configuration Manager:

      1. Open SQL Server Configuration Manager, expand SQL Server Network Configuration, select and hold (or right-click) Protocols for [server instance], and then select Properties.
      2. In the Properties dialog box, on the Certificate tab, in the Certificate field, select the desired certificate.
      3. On the Flags tab, in the ForceEncryption box, select Yes.
      4. Select OK to save your changes.

    4. Restart the SQL service.

  3. If you used self-signed certificates, export the certificate (.cer file), and install it in the trusted root of each Service Fabric node. You will have only one certificate for all the nodes in your SQL cluster.

Note

For more information, see How to enable SSL encryption for an instance of SQL Server by using Microsoft Management Console.

Important

If you used remoting, be sure to run the cleanup steps after the setup is completed. For instructions, see the Tear down CredSSP, if remoting was used section.

Step 17. Configure the databases

  1. Sign in to Lifecycle Services.

  2. On the dashboard, select the Shared asset library tile.

  3. Select Model as the asset type. Then, in the grid, select the data type for the release that you want, and download the zip file.

    Release Database
    Version 10.0.29 Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.29 Demo Data
    Version 10.0.29 Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.29 Empty Data
    Version 10.0.26 (with Platform update 50) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.26 Demo Data
    Version 10.0.26 (with Platform update 50) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.26 Empty Data
    Version 10.0.23 (with Platform update 47) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.23 Demo Data
    Version 10.0.23 (with Platform update 47) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.23 Empty Data
    Version 10.0.21 (with Platform update 45) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.21 Demo Data
    Version 10.0.21 (with Platform update 45) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.21 Empty Data
    Version 10.0.20 (with Platform update 44) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.20 Demo Data
    Version 10.0.20 (with Platform update 44) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.20 Empty Data
    Version 10.0.17 (with Platform update 41) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.17 Demo Data
    Version 10.0.17 (with Platform update 41) Microsoft Dynamics 365 Finance + Operations (on-premises), Version 10.0.17 Empty Data

  4. The zip file contains a single backup (.bak) file. Select the file to download, based on your requirements.

  5. After the zip file is downloaded, verify that it's unblocked. Select and hold (or right-click) the file, and then select Properties. In the Properties dialog box, select the Unblock checkbox.

  6. Make sure that the database section in the infrastructure\ConfigTempate.xml file is correctly configured with the following information:

    • The database name.
    • The database file and log settings. The database settings shouldn't be lower than the default values that are specified.
    • The path of the backup file that you downloaded earlier. The default name of the Finance + Operations database is AXDB.

    Important

    • The user who is running the SQL service and the user who is running the scripts should have Read access on the folder or share where the backup file is located.
    • If an existing database already has the same name, it won't be overwritten.

  7. Connect to a machine in your SQL cluster. Then open Windows PowerShell in elevated mode, and navigate to the Infrastructure folder in your file share.

Configure the OrchestratorData database

  • Run the following command.

    .\Initialize-Database.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -ComponentName Orchestrator

    The Initialize-Database.ps1 script performs the following actions:

    1. Create an empty database that is named OrchestratorData. This database is used by the on-premises local agent to orchestrate deployments.
    2. Grant db_owner permissions on the database to the local agent gMSA (svc-LocalAgent$).

Configure the Finance + Operations database

  1. Run the following commands.

    .\Initialize-Database.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -ComponentName AOS
.\Configure-Database.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -ComponentName AOS

    The Initialize-Database.ps1 script performs the following actions:

    1. Restore the database from the specified backup file.

    2. Create a new user that SQL authentication is enabled for (axdbadmin).

    3. Map users to database roles, based on the following table for the AXDB database.

      User Type Database role
      svc-AXSF$ gMSA db_owner
      svc-LocalAgent$ gMSA db_owner
      svc-FRPS$ gMSA db_owner
      svc-FRAS$ gMSA db_owner
      axdbadmin SqlUser db_owner

    4. Map users to database roles, based on the following table for the TempDB database.

      User Type Database role
      svc-AXSF$ gMSA db_datareader, db_datawriter, db_ddladmin
      axdbadmin SqlUser db_datareader, db_datawriter, db_ddladmin

    The Configure-Database.ps1 script performs the following actions:

    1. Set READ_COMMITTED_SNAPSHOT to ON.
    2. Set ALLOW_SNAPSHOT_ISOLATION to ON.
    3. Set the specified database file and log settings.
    4. Grant the VIEW SERVER STATE permission to axdbadmin.
    5. Grant the ALTER ANY EVENT SESSION permission to axdbadmin.
    6. Grant the VIEW SERVER STATE permission to [contoso\svc-AXSF$].
    7. Grant the ALTER ANY EVENT SESSION permission to [contoso\svc-AXSF$].

  2. Run the following command to reset the database users.

    .\Reset-DatabaseUsers.ps1 -DatabaseServer '<FQDN of the SQL server>' -DatabaseName '<AX database name>'

Configure the Financial Reporting database

  • Run the following command.

    .\Initialize-Database.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -ComponentName MR

    The Initialize-Database.ps1 script performs the following actions:

    1. Create an empty database that is named FinancialReporting.

    2. Map the users to database roles, based on the following table.

      User Type Database role
      svc-LocalAgent$ gMSA db_owner
      svc-FRPS$ gMSA db_owner
      svc-FRAS$ gMSA db_owner

Step 18. Encrypt credentials

  1. Copy your infrastructure folder to an AOS node.

  2. Create the Credentials.json file by running the following command.

    .\Configure-CredentialsJson.ps1 -ConfigurationFilePath .\ConfigTemplate.xml -Action Create

    The script prompts you to enter several credentials:

    • AccountPassword – The encrypted domain user password for the AOS domain user (contoso\axserviceuser). If you're deploying by using a recent base deployment where a gMSA account is used instead of the domain user, this prompt is skipped. However, the script creates a placeholder value, because the installers still look for it. Microsoft will address this issue in a future update.
    • SqlUser – The encrypted SQL user (axdbadmin) that has access to the Finance + Operations database (AXDB).
    • SqlPassword – The encrypted SQL password.

    Note

    The script automatically puts the Credentials.json file in the SMB file share (\\AX7SQLAOFILE1\agent\Credentials\Credentials.json).

    The script requests the credentials that are required for the Entity Store feature, but this request can be skipped. For more information, see PowerBI.com integration with on-premises environments.

Step 19. Configure AD FS

Before you can complete this procedure, AD FS must be deployed on Windows Server. For information about how to deploy AD FS, see Deployment Guide Windows Server 2016 and 2012 R2 AD FS Deployment Guide.

Finance + Operations requires additional configuration of AD FS, beyond the default out-of-box configuration. The following Windows PowerShell commands must be run on the machine where the AD FS role service is installed. The user account must have enough permissions to administer AD FS. For example, the user must have a domain administrator account. For complex AD FS scenarios, consult your domain administrator.

  1. Configure the AD FS identifier so that it matches the AD FS token issuer.

    This command is related to adding new users by using the Import users option on the Users page (System administration > Users > Users) in the Finance + Operations client.

    $adfsProperties = Get-AdfsProperties
Set-AdfsProperties -Identifier $adfsProperties.IdTokenIssuer

    Warning

    If your AD FS is set up to work with Microsoft 365 (formerly Office 365) for single sign-on, this step will break that scenario. Don't run the preceding command if you will use the AD FS Microsoft 365 compatibility deployment option.

    To ensure that the scenario continues to work, you can specify a deployment option to adapt your Dynamics 365 for Finance + Operations installation to that requirement. For more information, see AD FS Microsoft 365 compatibility.

  2. You should disable Windows Integrated Authentication (WIA) for intranet authentication connections, unless you've configured AD FS for mixed environments. For more information about how to configure WIA so that it can be used with AD FS, see Configure browsers to use Windows Integrated Authentication (WIA) with AD FS.

    This command is related to using forms authentication upon sign-in to the Finance + Operations client. Other options, such as single sign-on, aren't supported.

    Set-AdfsGlobalAuthenticationPolicy -PrimaryIntranetAuthenticationProvider FormsAuthentication, MicrosoftPassportAuthentication

  3. For sign-in, the user's email address must be acceptable authentication input.

    This command is related to setting up email claims. Other options, such as transformation rules, might be available but require additional setup.

    Add-Type -AssemblyName System.Net
$fqdn = ([System.Net.Dns]::GetHostEntry('localhost').HostName).ToLower()
$domainName = $fqdn.Substring($fqdn.IndexOf('.')+1)
Set-AdfsClaimsProviderTrust -TargetIdentifier 'AD AUTHORITY' -AlternateLoginID mail -LookupForests $domainName

  4. To be able to sign in through the Office add-ins, Cross Origin Resource Sharing (CORS) headers need to be enabled.

    Set-AdfsResponseHeaders -EnableCORS $true
Set-AdfsResponseHeaders -CORSTrustedOrigins https://az689774.vo.msecnd.net

    Note

    These commands can only be run on an AD FS server running Windows Server 2019 or later. AD FS on Windows Server 2016 has been deprecated. For more information see Microsoft Dynamics 365 Finance + Operations (on-premises) supported software.

  5. Restart the AD FS service so that the settings are applied correctly.

Before AD FS can trust Finance + Operations for the exchange of authentication, various application entries must be registered under an AD FS application group in AD FS. To speed up the setup process and help reduce errors, you can use the Publish-ADFSApplicationGroup.ps1 script for registration. Run the script by using a user account that has enough permissions to administer AD FS. (For example, use an administrator account.)

For more information about how to use the script, see the documentation that is listed in the script. Make a note of the client IDs that are specified in the output, because you need this information in Lifecycle Services later. If you lose the client IDs, sign in to the machine where AD FS is installed, open Server Manager, and go to Tools > AD FS Management > Application Groups > Microsoft Dynamics 365 for Operations On-premises. You can find the client IDs under the native applications.

Note

If you want to reuse your previously configured AD FS server for additional environments, see Reuse the same AD FS instance for multiple environments.

Connect to a server that is hosting your AD FS instance/farm, open PowerShell with administrator privileges, and navigate to the Infrastructure folder in your file share. Then run the following command.

# Host URL is your DNS record\host name for accessing the AOS
.\Publish-ADFSApplicationGroup.ps1 -HostUrl 'https://ax.d365ffo.onprem.contoso.com'

Application group properties.

Finally, verify that you can access the AD FS OpenID configuration URL on a Service Fabric node of the AOSNodeType type. To do this check, try to open https://<adfs-dns-name>/adfs/.well-known/openid-configuration in a web browser. If you receive a message that states that the site isn't secure, you haven't added your AD FS SSL certificate to the Trusted Root Certification Authorities store. This step is described in the AD FS deployment guide. If you're using remoting, you can run the following command to install the certificate on all nodes in the Service Fabric cluster.

# If remoting, execute
.\Install-ADFSCert-AllVMs.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

If you can access the URL, a JavaScript Object Notation (JSON) file is returned. This file contains your AD FS configuration, and it indicates that your AD FS URL is trusted.

You've now completed the setup of the infrastructure. The following sections describe how to set up your connector and deploy your Finance + Operations environment in Lifecycle Services.

Step 20. Configure a connector and install an on-premises local agent

  1. Sign in to Lifecycle Services, and open your on-premises implementation project.

  2. Select the Menu button (sometimes referred to as the hamburger or the hamburger button), and then select Project settings.

  3. Select On-premises connectors.

  4. Select Add to create a new on-premises connector.

  5. On the 1: Setup host infrastructure tab, select Download agent installer.

  6. After the zip file is downloaded, verify that it's unblocked. Select and hold (or right-click) the file, and then select Properties. In the Properties dialog box, select the Unblock checkbox.

  7. Unzip the agent installer on one of the Service Fabric nodes of the OrchestratorType type.

  8. After the file is unzipped, go back to your on-premises connector in Lifecycle Services.

  9. On the 2: Configure agent tab, select Enter configuration, and enter the configuration settings. To get the required values, run the following command on any machine that has the infrastructure folder and up-to-date configuration files.

    .\Get-AgentConfiguration.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

    Note

    Make sure that you select the correct SQL Server version for your installation, either version 2016 or 2019.

  10. Save the configuration, and then select Download configurations to download the localagent-config.json configuration file.

  11. Copy the localagent-config.json file to the machine where the agent installer package is located.

  12. The local agent has some additional, optional configurations that can be set to specify environment-specific setup/requirements. For information about the additional options, see Deployment configurations for the local agent.

  13. In a Command Prompt window, go to the folder that contains the agent installer, and run the following command.

    LocalAgentCLI.exe Install <path of config.json>

    Note

    The user who runs this command must have db_owner permissions on the OrchestratorData database.

  14. After the local agent is successfully installed, go back to your on-premises connector in Lifecycle Services.

  15. On the 3: Validate setup tab, select Message agent to test for Lifecycle Services connectivity to your local agent. When a connection is successfully established, you will receive the following message: "Validation complete. Agent connection established."

Step 21. Tear down CredSSP, if remoting was used

If you used any of the remoting scripts during setup, be sure to run the following command during breaks in the setup process, or after the setup is completed.

.\Disable-CredSSP-AllVMs.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

If the previous remoting Windows PowerShell window was accidentally closed, and CredSSP was left enabled, this command disables it on all the machines that are specified in the configuration file.

Step 22. Deploy your Finance + Operations environment from Lifecycle Services

  1. In Lifecycle Services, open your on-premises implementation project.

  2. Go to Environment > Sandbox, and select Configure. To get the required values, run the following command on the primary domain controller VM. That VM must have access to ADFS and the DNS server settings.

    .\Get-DeploymentSettings.ps1 -ConfigurationFilePath .\ConfigTemplate.xml

  3. For new deployments, select your environment topology, and then complete the wizard to start your deployment.

    During the preparation phase, Lifecycle Services assembles the Service Fabric application packages for your environment. It then sends a message to the local agent to start deployment. You should notice that the environment state is Preparing.

    Environment in a Preparing state.

  4. Select Full details to open the environment details page. Notice that the upper-right corner of the page shows the environment status as Preparing.

    Environment details page showing Preparing status.

    The local agent picks up the deployment request, starts the deployment, and communicates back to Lifecycle Services when the environment is ready. When deployment is started, you should notice that the environment state is changed to Deploying.

    Environment in a Deploying state.

  5. Select Full details to open the environment details page. Notice that the upper-right corner of the page shows the environment status as Deploying.

    Environment details page showing Deploying status.

  6. If the deployment fails, the environment state is changed to Failed, and the Reconfigure button becomes available for the environment. Fix the underlying issue, select Reconfigure, update any configuration changes, and then select Deploy to retry the deployment.

    Reconfigure button for an environment in a Failed state.

    For information about how to reconfigure an environment, see Reconfigure environments to take a new platform or topology.

The following illustration shows a successful deployment. Notice that the upper-right corner of the page shows the environment status as Deployed.

Successfully deployed environment.

Step 23. Connect to your Finance + Operations environment

Known issues

When you run the .\Create-GMSAAccounts.ps1 script, you receive the following error message: "Key does not exist"

If you're creating and generating gMSA passwords in your domain for the first time, you must first create the Key Distribution Services KDS Root Key. For more information, see Create the Key Distribution Services KDS Root Key.

When you run the remoting script Configure-Prereqs-AllVms cmdlet, you receive the following error message: "The WinRM client cannot process the request"

Follow the instructions in the error message to enable the Allow delegation fresh credentials computer policy on all machines of the Service Fabric cluster.

When you Configure-Prereqs on servers of the MRType and ReportServerType types, you receive the following error message: "Install-WindowsFeature: The request to add or remove features on the specified server failed"

The .NET Framework version 3.5 is required on servers of the MRType and ReportServerType types. However, by default, source files for the .NET Framework version 3.5 aren't included in Windows Server 2016 installations. To work around the error, install the .NET Framework version 3.5. When you use Server Manager to manually add new features, specify the source files by using the source option.

When you run the Publish-ADFSApplicationGroup cmdlet, you receive the following error message: "MSIS7628: Scope names should be a valid Scope description name in AD FS configuration"

This error occurs because an OpenID allatclaims scope that D365FO-OP-ADFSApplicationGroup requires might be missing in some Windows Server 2016 installations. To work around the error, open Server Manager, go to Tools /> AD FS Management /> Service /> Scope Descriptions, and add the allatclaims scope description.

When you run the Publish-ADFSApplicationGroup cmdlet, you receive the following error message: "ADMIN0077: Access control policy does not exist: Permit everyone"

If AD FS is installed with a non-English version of Windows Server 2016, the Permit everyone access control policy is created in the local language. Invoke the cmdlet in the following way to specify the AccessControlPolicyName parameter.

.\Publish-ADFSApplicationGroup.ps1 -HostUrl 'https://ax.d365ffo.onprem.contoso.com' -AccessControlPolicyName '<Permit everyone access control policy in your language>'

Additional resources