How to Install Docentric AX via Models

A preferred way to install Docentric AX in a D365FO development environment is by importing Docentric AX model files. This deployment strategy doesn’t only give you access to the product’s X++ source code and a possibility to debug and troubleshoot but more importantly, a clean way of creating a single Deployment Package containing all models that need to be deployed to your staging and production environments. In other words, Docentric AX models and all other developed and customized models will be merged into a single Deployment Package.

Available Docentric AX models

Core product models

  • Docentric AX
    Improves SSRS reports in terms of design, printing, emailing, distributing and archiving.
  • Docentric AX Extension
    Contains extensions of the D365FO artifacts that enable integration with the SSRS and other built-in frameworks.
  • Docentric AX Emails
    Improves Email templates used for email notifications sent out from D365FO, e.g. for Retail orders, Workflows or Alerts.
    Learn more >>

Additional models

  • Docentric AX SSRS Replicas
    Contains artifacts for Docentric SSRS replicas such as DSP classes and Docentric templates stored as AOT Resources. Docentric DSP classes enable report specific placeholders (Custom placeholders), Improved Print archive, Saving reports to Attachments, Emailing reports with additional attachments, etc. It also contains extensions to fix or improve behavior of the built-in artifacts related to SSRS reports.
  • Docentric AX CBD Replicas
    Contains artifacts for Docentric Configurable Business Documents (CBD) replicas such as Docentric CBD templates stored as AOT Resources and extensions for DSP classes of Docentric SSRS replicas. These extensions are created to enable the existing functionalities of Docentric SSRS replicas: Custom placeholders, Improved Print archive, Saving reports to Attachments, Emailing reports with additional attachments, etc.
Our recommendation is to install all available models (Core + Additional) no matter if you are using Free or Full Edition. Learn why >>

Download Docentric AX models

In the downloaded ZIP packages, you will find Docentric AX models but also 2 additional files:

  • ReadMe.txt contains more precise instructions which model files to use (e.g. it can happen that models will be different for different D365FO application and platform version).
  • VersionReleaseNotes.txt contains the list of new features and bug fixes in the new version release.
    Read the complete Docentric AX change log >>

Installing Docentric AX

Follow the steps below to complete the installation.

We recommend to stop (1) IIS Server in IIS Manager and (2) Microsoft Dynamics 365 Unified Operations: Batch Management Service in Computer Management, before the installation takes place.

1. Import Docentric AX model files using the »ModelUtil.exe« tool.

This tool is located in the Packages Bin folder (typically, C:\Packages\Bin or C:\AosService\PackagesLocalDirectory\Bin). Run Command Prompt as Administrator and navigate to the Bin directory of your Packages folder. Execute the command for importing the Docentric AX models:


2. Build the imported models.

In Visual Studio select the »Dynamics 365 -> Build Models…« menu. In the Model Build dialog select the newly imported models and press the Build button.

If you don’t see Docentric packages in the list, refresh models by clicking the »Dynamics 365 -> Model Management -> Refresh Models« menu item and then try again.
It might happen that you will need to build the models twice, in order to compile without errors.

3. Synchronize the database.

In Visual Studio click the »Dynamics 365 -> Synchronize Database…« menu item and press the Synchronize button in the shown dialog.

After Docentric AX model files have been properly installed on a D365FO system, Docentric AX becomes fully functional; there are no external dependencies or services to configure or install.

Note that you still need to apply a license in order to unlock the product, unless you are using Free Edition.

See also

How to Add Docentric AX Models to TFS >>
How to Unlock the Product >>
How to Install Docentric AX Designer >>