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Microsoft Dynamics NAV Administration

Book Description

A quick guide to install, configure, deploy, and administer Dynamics NAV with ease

  • Install, configure, deploy and administer Dynamics NAV with ease
  • Install Dynamics NAV Classic Client (Dynamics NAV C/SIDE), Dynamics NAV Role Tailored Client (RTC), and Dynamics NAV Classic Database Server on your computer to manage enterprise data
  • Connect Dynamics NAV clients to the Database Server in the earlier versions and also the latest Dynamics NAV 2009 version
  • A step-by-step guide filled with examples to help you to accomplish administrative tasks such as securing and maintaining databases using Dynamics NAV

In Detail

Microsoft Dynamics NAV is an Enterprise Resource Planning (ERP) software product that integrates financial, manufacturing, supply chain management, sales and marketing, project management, human resources, and services management information from across your organization, into a centralized database. It can take hours to browse through documentation and references available online to learn how to install, configure, deploy and administer Dynamics NAV. This book aims to offer quick-start information in one place.

You will be amazed to find out how easily you can administer Dynamics NAV using this quick step-by-step guide. This book also has recommendations for software and hardware requirements including operating system considerations and hardware considerations for administering Dynamics NAV to your advantage. It covers some advanced functions to set up periodic activities, common batch jobs, and create object files. It will also guide you to secure your database by creating backups and improving performance with practical examples.

First you will look at the considerations for deploying Dynamics NAV and best practices and the most important aspects of every ERP installation. Then you will install Dynamics NAV—client and server components and use Dynamics NAV with the Microsoft Stack.

We discuss the Dynamics NAV Security Architecture including security recommendations and best practices. You will then create and restore backups. This book covers some recommendations about performance tuning—using appropriate code syntax, proper hardware sizing, and considerations for writing customized C/AL code while using SQL Server database.

Finally, you will set up procedures for scheduling pre-defined reoccurring processes, error and exception handling procedures, and provide mechanisms for automatic data processing on the server. Also, you will learn different methods used in handling, promoting to the database, and creating object files—tables, reports, codeunits, forms, pages, dataports and XMLports.

A hands on, short guide taking administrators through the installation, configuration, deployment, and ultimately, the administration of Dynamics NAV

Table of Contents

  1. Microsoft Dynamics NAV Administration
    1. Microsoft Dynamics NAV Administration
    2. Credits
    3. Foreword
    4. About the Authors
    5. About the Reviewers
    6. Preface
      1. What this book covers
      2. Who this book is for
      3. Conventions
      4. Reader feedback
      5. Customer support
        1. Errata
        2. Piracy
        3. Questions
    7. 1. Setting up the Environment for Dynamics NAV
      1. Considerations for deploying Dynamics NAV
        1. Understanding the business needs of company
          1. Factors to be considered for configuring a role
        2. Exporting the reporting and Business Intelligence requirements
          1. Getting to know the Inherent BI capabilities in NAV
          2. Other BI tools—Business Analytics with NAV
        3. Single or multisite deployment
          1. Choice of using a single versus multi-database for deployment
        4. Other DB aspects to consider while deploying
          1. Inter-company operability
          2. Integration with other systems in headquarters
            1. Licensing costs
        5. Integration with external systems and third-party add-ons
          1. Data ports and XML ports
          2. Navision Application Server also known as "NAS"
          3. Integration using Web services
        6. Exploring hardware, operating systems, and networking requirements
          1. Dynamics NAV client
          2. Dynamics NAV server
          3. Using NAV in WAN configurations
            1. WAN options
            2. Hardware configurations
          4. Networking
      2. Summary
    8. 2. Installing Dynamics NAV
      1. Installing a Classic client
      2. Installing a C/SIDE database server
      3. Preparing a Microsoft SQL Server database for Dynamics NAV installation
      4. Connecting a Dynamics NAV client (Classic) to the NAV Classic database server
      5. Connecting a Dynamics NAV client (Classic) to a Microsoft SQL Server database
      6. Installing the RoleTailored client for Dynamics NAV
      7. Installing the Dynamics NAV server (the middle-tier component)
      8. Connecting a RoleTailored client to the database
      9. Summary
    9. 3. Integrating Dynamics NAV with the Microsoft Platform
      1. Integrating Dynamics NAV and the Microsoft Office system
        1. MS SharePoint interface
        2. Installing and setting up Microsoft Dynamics NAV Employee Portal
          1. Installing Employee Portal
          2. Installing other required software
          3. Installing Employee Portal frontend components
            1. The General tab
            2. The Front End tab
            3. The Key Exchange tab
          4. Setting up captions
            1. Creating Web Part Request templates
            2. Setting up users and groups
        3. Exporting documents to MS Excel and MS Word
          1. Creating a Customer Card stylesheet for MS Word
          2. Creating a Mail Merge with the Customer Card stylesheet
        4. Using extensibility with NAV 2009 SP1
          1. Using a control add-in on pages
          2. Example of using an add-in on RTC
          3. Creating add-ins
          4. Registering the add-in in Microsoft Dynamics NAV
      2. Summary
    10. 4. Securing Dynamics NAV Applications
      1. Security with SQL Server installation
      2. Dynamics NAV security models
        1. Switching between Enhanced and Standard security models
        2. Why synchronize?
        3. Synchronizing one or multiple users
      3. Users, logins, and passwords
        1. Creating database logins
        2. Setting up user accounts
        3. How is a USER ID used across the application
        4. Logging in using Windows Authentication
          1. SQL extended stored procedures
        5. Why use Windows Logins?
          1. Passwords
      4. Roles and permissions
        1. Assigning permissions
        2. Creating a new user from scratch
        3. Security filter—record-level security
      5. Sarbanes Oxley compliance
        1. Security, backups, and authorization
        2. Access control and audit trail
        3. Change Log
        4. Data validation and accuracy
        5. Effective change management
      6. Summary
    11. 5. Backing up and Restoring a Dynamics NAV Database
      1. Creating and restoring backups using a Dynamics NAV client
        1. Retrieving a backup of the Dynamics NAV database
        2. Restoring the database
        3. Handling error messages
      2. Using HotCopy backup
      3. Testing the database
        1. Starting the test
        2. Viewing the output of the database
      4. Backing up and restoring with SQL Server
        1. Creating a server-side SQL backup
        2. Restoring the SQL backup
      5. Synchronizing a SQL database
      6. Expanding the database
      7. Things to consider while defining the backup strategy
      8. Summary
    12. 6. Performance Tuning
      1. Configuring a SQL Server database for Microsoft Dynamics NAV
        1. Defining database and transaction log files
        2. Defining rules using collations
      2. Writing less expensive C/AL code for customizations
        1. Retrieving data using FINDFIRST/FINDLAST/FINDSET
        2. Using the NEXT statement
        3. Using ISEmpty
        4. Locking the recordset
        5. Disabling the "find-as-you-type" feature
      3. Fine-tuning the SQL Server database for Dynamics NAV
        1. SIFT
        2. Using indexes/keys in Dynamics NAV
      4. Investigating the performance of the database
        1. Updating statistics
          1. The Index Defrag tool
          2. The Key Information tool
          3. Session Monitor
          4. Optimizing tables from the Dynamics NAV interface
      5. Summary
    13. 7. Setting up Periodic Activities, Stylesheets, and Rapid Implementation Methodology
      1. Job Queue
        1. Setting up Job Queue
        2. Common batch jobs
          1. Recurring journals
          2. Creating a Reminders batch job
          3. Adjust Exchange Rates batch job
      2. Managing stylesheets in Dynamics NAV
      3. Rapid Implementation Methodology
        1. Using RIM tools to set up a new company
      4. Summary
    14. 8. Updating Objects and Virtualization with Dynamics NAV
      1. Objects in NAV
        1. Updating objects
          1. Exporting the objects from NAV
          2. Importing a file with modifications
      2. Virtualization with Dynamics NAV
        1. Advantages of virtualization
        2. Dynamics NAV and application virtualization
      3. Summary
    15. 9. Business Intelligence
      1. Importance of Business Intelligence
        1. The Microsoft Business Intelligence story
        2. Business Intelligence categories overview
        3. Business Intelligence product scenarios
      2. Dynamics NAV and Business Intelligence
        1. Inherent BI capabilities in NAV
        2. Business insight through the Role Center
          1. Activities section
          2. My Customers/Items/Vendors
          3. My Notifications
        3. Graphical charts and ad hoc analysis
        4. Creating charts for the Role Center home page
      3. Reporting capabilities in NAV
        1. Defining the data model
        2. Defining relationships between tables
        3. Defining the relationship between the tables
        4. Defining the layout
        5. Selecting the matrix
        6. Testing the report
      4. Summary