Welcome to the documentation for Microsoft Dynamics 365 for Operations on docs.microsoft.com. We are migrating our content here from the Dynamics 365 for Operations Help Wiki.
The Document Routing Agent can be run as either a desktop application or a Microsoft Windows service. This topic provides important information that will help you select the correct execution mode.
Earlier versions of the Document Routing Agent required an active Microsoft Windows sign-in to keep the desktop application running. In Microsoft Dynamics AX platform update 2 (August 2016), the Document Routing Agent includes an option that lets you select the mode of execution. The process can run as either a desktop application or a Windows service. When the application runs as a Windows service, it can be started automatically after a computer restart. It can also be configured to run under the security context of a specific user account. This enhancement lets customers host the Document Routing Agent on secured domain resources such as network print servers.
An application is a program that a user interacts with on the desktop. A service is a process that runs in the background and doesn't have an active window. The Document Routing Agent now supports both execution modes. It's important that you understand why you might select one mode instead of the other and the steps that are involved in running the process as a service. For more information about Windows services, see Introduction to Windows Service Applications on MSDN. Here are some of the main benefits of running the Document Routing Agent as a background service:
- The service can be configured to start automatically after a computer restart. No user intervention is required.
- The service runs in the background. No active application runs in the notification area.
- The service routes documents without requiring that a user sign in by using cached credentials.
Although there are many benefits of running the Document Routing Agent as a Windows service, there are also limitations. The next section discusses an issue that affects the handling of document reports, such as checks, that require custom page margins.
Managing documents that require custom margins
When the Document Routing Agent runs as a Windows service, document reports, such as checks, that require custom margins can't be printed directly to network printers. Instead, the Document Routing Agent automatically routes those document to a target folder. New configuration properties in the application's Settings dialog box let you define the target location for document reports that require custom margins. When the Document Routing Agent runs as a desktop application, it continues to take advantage of Adobe Reader to spool the document to the shared printer device that is selected in Dynamics 365 for Operations. To handle scenarios where documents that have custom margins must be printed, we recommend that you install the Document Routing Agent in multiple locations. Then install the printers that will handle those documents only on the Document Routing Agents that will run in desktop application mode. Alternatively, use a post-execution process to pick up the files in the target directory and direct them as appropriate.
Installing the latest build
The enhancements to the Document Routing Agent are available as part of the Dynamics AX platform update 2 (August 2016) release. Just download the application to the host machine to replace the previous version of the client. Follow these steps to maintain the existing Document Routing Agent configuration settings.
- Save a copy of the current Document Routing Agent configuration file. This file is located at C:\Users\<UserID>\AppData\Local\Microsoft\Microsoft Dynamics 365 for Operations Document Routing\Microsoft.Dynamics.AX.Framework.DocumentRouting.config, where <UserID> is the Active Directory Domain Services (AD DS) user name that the Document Routing Agent was installed under.
- Uninstall the current version of the Document Routing Agent.
- After Dynamics AX has been upgraded to Dynamics AX platform update 2 (August 2016), install the new version of the Document Routing Agent by following the instructions in Install the Document Routing Agent to enable network printer devices. Note: Although you install the application at this point, don't run it yet.
- Copy the configuration file from step 1, and paste it into the following directory: C:\ProgramData\Microsoft\Microsoft Dynamics 365 for Operations Document Routing. This step helps guarantee that all your previous configuration settings are used for the new version of the Document Routing Agent application.
- Run the Document Routing Agent.
- Sign in by using your Microsoft Azure Active Directory (Azure AD)/Dynamics AX credentials.
- View and verify your settings and printers by clicking the appropriate menu items.
The next section provides detailed instructions for selecting the Windows service execution mode.
Changing the default execution mode
By default, the Document Routing Agent runs as a desktop application. To run the process as a Windows service, make sure that you are familiar with the process for installing the Document Routing Agent to enable network printer devices, and then complete the following tasks.
Task 1: Update the execution mode for the Document Routing Agent
- Start the Document Routing Agent by using the desktop icon.
- Select the Sign In option, and sign in by using your Azure AD credentials.
- On the ribbon, click Settings.
- Enable the Run as a Windows Service option.
- Provide a target folder for PDF files that are produced for documents that have custom margins.
- Click OK, and close the Document Routing Agent window.
Task 2: Configure and start the Windows service
- Open Service Manager in Windows.
- Select the Microsoft Dynamics 365 for Operations Document Routing Service item in the list.
- Right-click the name, and then click Properties.
- On the Log On tab, select the This account option, and then supply the AD DS credentials that are used to run the service. Note: Make sure that the selected account has access to the shared network devices.
- Click OK.
- Start the service.
The Document Routing Agent is now running as a Windows service.