Deploy D365 on Azure with PowerShell

2023-12-13 17:09:21

The following walkthrough demonstrates how to use the Example-1VM.ps1 script of the Microsoft Dynamics NAV Provisioning Tools for Microsoft Azure to deploy Dynamics NAV on Microsoft Azure from a local computer. The walkthrough deploys the Dynamics NAV components, including the CRONUS International Ltd. demonstration database, on a single virtual machine as illustrated in the following figure.

Deploy D365 on Azure with PowerShell

When completed, you will have a new virtual machine on Azure with a fully functional Dynamics NAV environment that gives users access to Dynamics NAV data from the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV Web client.

About This Walkthrough

This walkthrough illustrates the following tasks:

  1. Start Windows PowerShell ISE

  2. Modifying the Set-PartnerSettings File

  3. Running the Example-1VM Script

  4. Opening the Microsoft Dynamics NAV Clients

    This walkthrough sets up a Dynamics NAV environment on Azure that has the following characteristics.

Item Value
Azure virtual machine name MyNavVM
Domain name .cloudapp.net

This value is combined with the Azure virtual machine name so that the fully qualified domain name of the virtual machine becomes MyNAVVM.cloudapp.net.
Administrator account on Azure virtual name User name: NavVmAdmin

Password: This walkthrough uses an automatically generated password. Important: If you are using a custom image to create the virtual machine, then the user name must match the administrator account user name that was specified when the custom image was created. For more information, see How to: Create a Microsoft Azure Virtual Machine Operating System Image for Microsoft Dynamics NAV.
Azure region North Europe
Virtual machine size Small
User authentication credential type NavUserPassword
Service account for Microsoft Dynamics NAV Server User name: NSTService

Password: This walkthrough uses an automatically generated password.
Dynamics NAV user with SUPER permissions User name: navuser

Password: This walkthrough uses an automatically generated password.
Client services port 9001
SOAP services port 9002
OData services port 9003
ClickOnce website port 9004
Dynamics NAV company name MyCompany

This walkthrough restores data for the CRONUS International Ltd. company from a Dynamics NAV database backup file, and then renames the company to MyCompany.
Language setting on the Dynamics NAV Web Server en-US
Region format setting on the Dynamics NAV Web Server en-US

Prerequisites

To complete this walkthrough, you will need to install the prerequisites that are described in Preparing for Deploying Microsoft Dynamics NAV on Microsoft Azure.

The following table includes information about the prerequisites that are used to complete this walkthrough.

Item Information
PublishSettings file C:\Users\Administrator\MyAzure-2-21-2013.publishsettings
Azure subscription name MyAzureSubscription
Azure storage account MyAzureStorage
Image for virtual machine This walkthrough will use the latest version of a supported image from the Azure Image Gallery. You do not have to do anything to meet this prerequisite.
Dynamics NAV installation media (DVD) location D:\NAVDVD
Dynamics NAV database backup file location D:\NAVDVD\SQLDemoDatabase\CommonAppData\Microsoft\Microsoft Dynamics NAV\72\Database\Demo Database NAV (7-2).bak
Dynamics NAV license D:\NAVDVD\SQLDemoDatabase\CommonAppData\Microsoft\Microsoft Dynamics NAV\72\Database\Cronus.flf
Microsoft Dynamics NAV Provisioning Tools for Microsoft Azure location. C:\Cloud

The Microsoft Dynamics NAV Provisioning Tools for Microsoft Azure are included in the WindowsPowerShellScripts\Cloud folder on Dynamics NAV installation media. For this walkthrough, you copy the Cloud folder and its content to the C: drive. The Example-1VM.ps1 script and Set-PartnerSettings file that are used in the walkthrough are in the Cloud\HowTo folder.
   
Security certificate PFX file location and password for Dynamics NAV client services File: C:\Cloud\HowTo\MyAzureVM.pfx

Password: pfxpassword
Security certificate PFX file and password for the Microsoft Dynamics NAV Web client. This walkthrough uses the security certificate that is automatically generated by the provisioning tools. No action is required for this prerequisite.
Security certificate PFX file location and password for ClickOnce File: C:\Cloud\HowTo\ClickOnceSignature.pfx

Password: clickoncesignaturepassword
Azure Libraries location C:\ProgramFiles(x86)\Microsoft SDKs\Microsoft Azure\PowerShell\Azure\Azure.psd1
Microsoft Windows HTTP Services Certificate Configuration Tool C:\ProgramFiles(x86)\Windows Resource Kits\Tools\winhttpcertcfg.exe
Manifest Generation and Editing Tool (mage.exe) C:\ProgramFiles(x86)\Microsoft SDKs\Windows\v8.0A\bin\NETFX 4.0 Tools\mage.exe
makecert.exe C:\ProgramFiles(x86)\Windows Kits\8.0\bin\x86\makecert.exe

Start Windows PowerShell ISE

To deploy Dynamics NAV, you will run Windows PowerShell scripts. The procedures in this section use Windows PowerShell Integrated Scripting Environment (ISE) because it enables you to run commands, and write and debug scripts in a single graphical user interface.

Important

You must run Windows PowerShell ISE as an Administrator; otherwise the scripts will not run without errors.

To start Windows PowerShell ISE

  1. On the provisioning computer, choose Start, and then search for Windows PowerShell ISE.

  2. Right-click the Windows PowerShell ISE item, and then choose Run as Administrator.

  3. At the command prompt, change to the \Windows PowerShell Scripts\Cloud\HowTo folder of the provisioning tools.

    For example, enter the following code, and then press Enter:

      
  1. cd C:\Cloud\HowTo

Modifying the Set-PartnerSettings File

The Microsoft Dynamics NAV Provisioning Tools for Microsoft Azure include the Set-PartnerSettings.ps1 script. The Set-PartnerSettings.ps1 script contains parameters that are used by the Example-1VM.ps1 file to configure the Dynamics NAV deployment. In this procedure, you will create a copy of the Set-PartnerSettings.ps1 file, and then modify the copy to include the settings for your installation. You could modify Set-PartnerSetting.ps1 directly, but using a copy enables you to test different parameter values without having to change Set-PartnerSettings.ps1 every time.

To make a copy of the Set-PartnerSettings.ps1 file

  1. In Windows PowerShell ISE, on the File menu, choose Open, and then find and open the Set-PartnerSettings.ps1 file.

    The file is located in the Cloud\Howto folder.

  2. On the File menu, choose Save As.

  3. Save the file in the same folder as Set-PartnerSettings.ps1 and give it the name Set-PartnerSettings-CUSTOM.ps1.

    Because you save this file in the same folder as Set-PartnerSettings.ps1, the Set-PartnerSettings-CUSTOM.ps1 file is automatically loaded by the Example_1VM.ps1 script.

    Note

    By default, the example scripts search the Cloud\HowTo folder for files that contain the text "custom" in the file name, so it is important that only one custom settings file is included in the folder when you run the scripts.

To modify the Set-PartnerSettings-Custom.ps1 file

  1. In the Set-PartnerSettings-Custom.ps1 file, locate the  Azure subscription settings section.

    The parameters in this section configure Microsoft Azure subscription settings.

  2. By default, all parameters are commented lines that are preceded by # TODO. To set a parameter, delete the # TODO, and then provide a value for the parameter.

    Go to the following line of code that specifies the PublishSettings file for the Microsoft Azure subscription:

      
# TODO: $NAV_PublishSettingsFile = 'C:\users\administrator\MySubscription.PublishSettings'

To set the parameter for this walkthrough, change the code to the following:

  
  • $NAV_PublishSettingsFile = 'C:\users\administrator\MyAzure-2-21-2013.publishsettings'

    You change all parameters in this manner.

    Tip

    For a detailed description about a parameter, see the help text that comes before the parameter in the script.

  • Change the remaining parameters in this section as follows:

      
  • $NAV_AzureSubscriptionName = 'MyAzureSubscription'  
$NAV_AzureStorageAccount = 'MyAzureStorage'

  • Go to the  Azure virtual machine settings section to specify parameters for the virtual machine that will be created on Microsoft Azure. Set the parameters as follows:

      
  • $NAV_AzureServiceName = 'MyNavVm'  
$NAV_DomainName = 'cloudapp.net'  
$NAV_VMAdminUserName = 'NavVmAdmin'  
$NAV_VMAdminPassword = ''  
$NAV_AzureLocation = 'North Europe'  
$NAV_VMSize = 'Small'  
$NAV_OSImageWithSqlServer = ''

    Because you do not provide a value for the $NAV_VMAdminPassword setting, the script will generate a password automatically. You will see the password in the message that appears when the script has completed.

    Because you do not provide a value for the $NAV_OSImageWithSqlServer setting, the script will use the latest version of a supported image from the Azure Gallery.

  • Go to the Microsoft Dynamics NAV installation settings section to specify parameters that install Dynamics NAV on the virtual machine. Set the parameters as follows:

      
  • $NAV_DvdLocation = 'D:\NAVDVD'   
$NAV_UseAzureStorageForDvdTransfer = $true  
$NAV_DvdVhdName = "$NAV_AzureServiceName-DynamicsNAVDvd.vhd"  
$NAV_BakFile = 'D:\NAVDVD\SQLDemoDatabase\CommonAppData\Microsoft\Microsoft Dynamics NAV\72\Database\Demo Database NAV (7-2).bak'  
$NAV_DatabaseDiskSizeInGB = 10  
$NAV_RemoteDatabaseBackupFile = 'C:\REMOTE\navdvd\SQLDemoDatabase\CommonAppData\Microsoft\Microsoft Dynamics NAV\72\Database\Demo Database NAV (7-2).bak'

  • Go to the Microsoft Dynamics NAV Instance settings section to specify parameters that configure Microsoft Dynamics NAV Server. Set the parameters as follows:

      
  • $NAV_InstanceName = 'DynamicsNAV72_Instance1'  
$NAV_InstanceNameInternal = 'Inst1'  
$NAV_ManagementServicesPort = 9000  
$NAV_ClientServicesPort = 9001$  
$NAV_SOAPServicesPort = 9002  
$NAV_ODataServicesPort = 9003  
$NAV_ClickOnceWebSitePort = 9004  
$NAV_WindowsServiceAccount = 'NSTService'  
$NAV_WindowsServiceAccountPassword = ''  
$NAV_NAVAdminUserName = 'navadmin'  
$NAV_NAVAdminPassword = ''  
$NAV_LicenseFile = 'D:\NAVDVD\SQLDemoDatabase\CommonAppData\Microsoft\Microsoft Dynamics NAV\72\Database\Cronus.flf'  
$NAV_ExistingCompanyFromBackup = 'CRONUS International Ltd.'  
$NAV_NewCompanyName = 'MyCompany'  
$NAV_WebServerLanguage = 'en-US'  
$NAV_WebServerRegionFormat = 'en-US'

    Because you do not provide a values for the $NAV_WindowsServiceAccountPassword and $NAV_NAVAdminPasswordsettings, the script will generate passwords automatically. You will see the passwords in the message that appears when the script has completed.

  • Go to the Security Certificates for NAV Client Services settings section to specify parameters that configure security certificates for the clients and ClickOnce installation of the Microsoft Dynamics NAV Windows client. Set the parameters as follows:

      
  • $NAV_ClientServicesPfxFile = 'C:\Cloud\HowTo\MyAzureVM.pfx'  
$NAV_ClientServicesPfxPassword = "pfxpassword"  
$NAV_HttpsWebClientPfxFile = ""  
$NAV_HttpsWebClientPfxPassword = ""  
$NAV_ClickOnceCodeSigningPfxFile = 'C:\Cloud\HowTo\ClickOnceSignature.pfx'   
$NAV_ClickOnceCodeSigningPfxPassword = 'clickoncesignaturepassword'

  • Go to the Tool dependencies section to specify parameters for the tools for the deployment.

      
  1. $Global:AzurePowershellModuleFile = Join-Path ${env:ProgramFiles(x86)} 'Microsoft SDKs\Microsoft Azure\PowerShell\Azure\Azure.psd1'  
$Global:MageExeFile = Join-Path ${env:ProgramFiles(x86)} 'Microsoft SDKs\Windows\v8.0A\bin\NETFX 4.0 Tools\mage.exe'  
$Global:WinHttpCertCfgExeFile = Join-Path ${env:ProgramFiles(x86)} 'Windows Resource Kits\Tools\winhttpcertcfg.exe'  
$Global:MakeCertExeFile = Join-Path ${env:ProgramFiles(x86)} 'Windows Kits\8.0\bin\x86\makecert.exe'

  2. Save the file.

    You are ready to run the script.

Running the Example-1VM Script

After you have set the parameters in the Set-PartnerSettings-Custom.ps1 file, you can run the script to create the virtual machine on Azure and deploy Dynamics NAV.

To run the example script

  1. In the Windows PowerShell ISE, open Example-1VM.ps1

    The script is located in the Cloud\HowTo directory.

  2. Press F5 to run the script.

    It will take approximately 30-45 minutes for the script to finish. If the script is completed without errors, then text similar to the following appears in the console.

      
  1. The NAV Server virtual machine is: MyNavVm.cloudapp.net   
The NAV Server virtual machine administrator username: NSTService  
The NAV Server virtual machine administrator password: [password]  
The NAV Server Instance is: DynamicsNAV72_Ins1  
The NAV Server account credentials: NSTService/[password]  
The Windows Client can be downloaded via ClickOnce at: https://MyNavVm.cloudapp.net:9004  
The Web Client can be accessed at: https://MyNavVm.cloudapp.net/DynamicsNAV72_Ins1  
A user has been added to the database with the following credentials:  
  user=navuser  
  password=[password]

    A new virtual machine is added on Azure. To see the new virtual machine, sign in to the Microsoft Azure Management Portal, and then choose VIRTUAL MACHINES.

Opening the Microsoft Dynamics NAV Clients

When the script has completed without errors, you can then access the RoleTailored clients.

To open the Microsoft Dynamics NAV Windows client

  1. Open an Internet browser.

  2. In the address, type the following address:

    https://MyNavVm.cloudapp.net:9004

  3. Follow the instructions on the webpage to install the Microsoft Dynamics NAV Windows client.

To open the Microsoft Dynamics NAV Web client

  1. Open an Internet browser.

  2. In the address, type the following address:

    https://MyNavVm.cloudapp.net/DynamicsNAV72_Instance1

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