This is the documentation for Clover Club 12.0.
Documentation for the upcoming version Rampur 13.0 can be found here.

Deployment to Private Cluster - MS Dynamics

Owned by Jan Panoušek
Jun 14, 2024
3 min read

With the upgrade to version Manhattan 4.0, we want to unify and simplify the infrastructure by removing the ProxyPath step. Therefore, together with the upgrade of the backend Pricefx server to Manhattan 4.x, Unity should be deployed locally (deployPricefxApp command) to private clusters.

What does it mean for you?

  • If you use /unity/* paths and especially if you use generic domains like dynamics.pricefx.eu, this means that you will have to adjust the settings in MS Dynamics. The URLs in the Dashboard HTML pages and the Opportunity or Account pages must point to your cluster domain, not the generic domains.

  • In Pricefx SAML configuration, relayStateURLs should use /app/ instead of /unity/master/*.

  • If you use an external identity provider (Okta, Azure, etc.), you should check their settings too and adjust them if necessary.

In this section:

Dashboard HTML Page

To update a Dashboard, follow these steps:

  1. Go to Settings > Customizations and click Customize the System.


    The PowerApps window opens.

  2. In the tree, go to Components > Dashboards.

  3. Double-click the Pricefx dashboard to update its scripts.

  4. Click Edit Component in the top menu bar.

  5. In the Web Resource Properties window, double-click the web resource name.

  6. Click Text Editor to open the existing script.


    Locate the <iframe> tag and update the 'src' attribute if needed. The 'src' value should have the following format:
    https://<customer cluster domain name>/pricefx/<partition name>/saml/consume?RelayState=<Relay State Name>.

  7. Save and publish your changes to update the dashboard.

Opportunity/Account JavaScript Page

To update an Opportunity or Account page, follow these steps:

  1. Go to Sales > Opportunities.

  2. Select an Opportunity from the list.

  3. From the top menu bar, select Form.

  4. In the form, locate the IFRAME with the Pricefx application and double-click it.

  5. Verify that the URL in the Name section is correct. The correct format is: 
    https://<customer cluster domain name>/pricefx/<partition name>/saml/consume?RelayState=<Relay State Name> 

  6. On the Events tab, expand the Form Libraries section.

  7. Locate the Pricefx Opportunity library and double-click to open it in an editor.

  8. Find the if condition that checks the event origin and update its URL. The desired format is as follows:

    if (event.origin != 'https://<customer cluster domain name>') { return; }

    For example:

  9. Save and publish your changes to update the IFRAME.

Pricefx SAML Configuration

To update SAML configuration in Pricefx, follow these steps:

  1. Login to the partition with an admin account.

  2. Go to Administration > Configuration.

  3. Scroll down to the section External Systems > SAML Configuration.

  4. Select the SAML Configuration, usually called "DEFAULT" and then scroll down to find the Relay States section at the bottom of the page.

  5. Edit relayStateURL so that instead of https://dynamics.pricefx.eu/unity/master/<VERSION>/?, the format is:
    https://<customer cluster domain name>.pricefx.eu/app/?

  6. Save the changes.