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Document Routing Agent on a cloud windows server

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Posted on by NB-21081420-0

Our small business currently has a local pc serving as the DRA agent with 2 other host computers that the zebra label printers are usb connected to. All works fine. But would like to move it to an actual cloud windows server in the event should any of the computers we have running the DRA agent fail. We believe putting it on a cloud server may be a better option than hosting it locally in our I.T room.

However we would like information on the machine requirements for DRA on a cloud windows server and what are the firewall ports required for communication into our local network to talk to local host pc/label printers. We have two sites, In quebec and in alberta , Would a DRA cloud windows server be required for each location. Or can we run two DRA agent on 1 single windows server for both Alberta Location and Quebec Location printers?

keeping in mind that we have only 2 ERP printers at both locations.

Any advice would be greatly appreciated.

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Dynamics 365 Finance

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Nour Abuzaid 197 on at

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Here’s a detailed breakdown of your questions regarding moving the Document Routing Agent (DRA) to a cloud Windows Server:

✅ Document Routing Agent (DRA) on Cloud Windows Server

OS Requirements: Windows Server 2012 R2 or later, .NET Framework 4.7.2+, Adobe Reader.

Firewall: Allow outbound HTTPS (TCP 443) to Azure services:

*.servicebus.windows.net (Service Bus)

*.blob.core.windows.net (Blob Storage)

login.microsoftonline.com (Azure AD)

Multiple Sites:

One DRA can manage multiple printers if they’re network-accessible from the same server.

If printers are in different networks (Quebec & Alberta), you need a DRA per site or a VPN to centralize.

Best Practice: Deploy one DRA per site for redundancy and reliability.

✅ References:

System Requirements & Installation

Install the Document Routing Agent to enable network printing
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/install-document-routing-agent

Running as a Windows Service & Multi-location Setup

Run the Document Routing Agent as a Windows service
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/run-document-routing-agent-as-windows-service

Printer Management & Multi-site Considerations

Document printing overview
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/print-documents

Managing Access Across Legal Entities

Manage access to network printers across legal entities
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/sys-admin-tools-network-printer

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NB-21081420-0 15 on at

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Thank you @nour abuzaid

What ports should be open to allow DRA Cloud Windows Server to communicate with local network computers that has the label printers attached to.

Would you know the flow of data at an architecture perspective of how data flows.

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André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

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Hi,

Note that DRA is middleware to communicate with the Dynamics 365 service in the cloud to get files and find the local printers. A cloud VM is also not aware of your local printers unless you make it part of your network.
You can have a look at Azure Virtual Network Peering | Microsoft Learn, where you can configure on-premises connectivity, but I don't have experience myself on how to set up this.

You can also keep the DRA machine local.

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DAnny3211 11,417 Super User 2026 Season 1 on at

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Hi,

The Document Routing Agent (DRA) can run on a cloud-hosted Windows Server, but there are a few considerations:

1. Machine Requirements

OS: Windows Server 2016 or later (64-bit).

RAM: Minimum 4 GB (8 GB recommended if multiple printers).

CPU: 2 cores or more.

.NET Framework: 4.7.2 or later.

DRA Version: Latest version from LCS Asset Library or Microsoft Download Center.

2. Network & Firewall

The DRA communicates with Dynamics 365 Finance and Operations via HTTPS (port 443).

For printers on your local network:

The cloud server must reach the local printers via VPN or ExpressRoute.

Open TCP 9100 (common for Zebra printers) or the port your printers use.

Ensure bidirectional communication between the cloud server and your on-premises network for print jobs.

3. Multi-Site Setup

Option A: One DRA per site (recommended for reliability and performance).

Option B: A single DRA can technically manage printers from multiple sites if:

The cloud server can reach all printers over the network.

Latency is low and bandwidth is sufficient.

However, if the VPN link between sites is slow or unstable, separate DRAs per site is safer.

4. High Availability

DRA does not have built-in clustering, but you can:

Install multiple DRAs and assign printers to different agents.

Use a secondary DRA as a fallback by configuring printers in multiple agents.

Would you like me to prepare a Word-style deployment guide with:

Step-by-step DRA installation on a cloud server.

Firewall and VPN configuration details.

Printer mapping best practices for multi-site environments?

Thanks and best regards,

Daniele

Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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NB-21081420-0 15 on at

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@DAnny3211

Thank you for your awesome reply.

Yes, if you can share a word doc with everything.

I also had a question in regards to DRA. Does it require to be re-signed into every 90 days ? Saw in some forums people stating that.

let me know,

Nizam Balram

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Sagar121 1,160 Super User 2026 Season 1 on at

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Check with you IT team if the DRA account have policy to get sign in expired. They will tell when the re-autheticate is must.

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Martin Dráb 239,040 Most Valuable Professional on at

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@NB-21081420-0 Note that the awesome reply was completely generated by AI, therefore use it with care. DAnny3211 seems to only post these chat bot responses without any verification of their correctness and (s)he never (AFAIK) responds to any question or complaints about meaningless suggestions.

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