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Microsoft Business Solutions – Solomon Installation & Configuration
Course 8323  

Introduction

This course develops your understanding of technologies and techniques necessary to successfully install Microsoft Business Solutions – Solomon®. By covering the basics of installation and setup, as well as advanced topics such as optimization, the course builds your confidence and minimizes the installation time for your customers. Microsoft SQL Server™ is discussed as it applies specifically to the optimization of Microsoft Solomon. The course covers the installation of Microsoft Solomon as well as the installation of the related products listed in the agenda. This course does not go into the setup and use of the Solomon application as these topics are covered within other training offered by Microsoft Solomon.

Audience
Microsoft Solomon Installation and Configuration training is recommended for people who plan to install, implement, configure, consult, or support Microsoft Solomon. The class is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects of Microsoft Solomon. The course is not intended for non-technical staff.

At Course Completion
After completing this course, students will be able to:

Identify the unique position of Microsoft Solomon in the accounting software marketplace
Describe features, design foundations, and system-level support
Interpret Solomon licensing issues and the relationship with Microsoft SQL Server licensing
Describe the working relationship between Microsoft SQL Server and Microsoft Solomon
Identify the elements of Microsoft Solomon pre-installation
Gather resources needed to prepare for Microsoft Solomon installation
Identify the basics of developing a Microsoft Solomon implementation plan
Prepare the computer platform for Microsoft Solomon installation
Identify the main elements of Microsoft Solomon installation
Install Microsoft Solomon
Use Microsoft Solomon Inspector
Set up new Microsoft Solomon databases
Set up Microsoft Solomon demo databases
Login to Microsoft Solomon
Register Microsoft Solomon
Set up Microsoft Solomon clients
Identify the Microsoft Solomon directory structure
Identify Microsoft Solomon components
Run Microsoft Solomon modules an open Solomon windows
Navigate through the system and manage database records using the Microsoft Solomon Toolbar
Set up Microsoft Solomon printer services
Use Microsoft Solomon standard and extended report options
Use Microsoft Solomon online help system
Identify the different levels of system security used with Microsoft Solomon
Define Microsoft Solomon users and groups
Set up user an user group access rights
Change user passwords
Use inquiry and entity inquiry windows in Microsoft Solomon
Use Microsoft Solomon’s powerful copy and paste functions
Set up and use Microsoft Solomon templates
Identify the basics of using recurring transactions in Microsoft Solomon
Attach pop-up personal notes to data items
Track current Microsoft Solomon user activity
Use the Microsoft Solomon event log
Download and install Microsoft Solomon update files
Identify the basics of on-going system maintenance
Backup the Microsoft Solomon database and system
Use the Database Maintenance Plan in Microsoft SQL Server
Configure Microsoft Windows Servers
Recommend Microsoft SQL Server Settings
Identify bottlenecks
Utilize Windows Performance Monitor
Describe the basics of RAID arrays
Use Windows Performance Monitor for SQL
Set up an Application Server
Submit requests to an Application Server
Monitor requests made to an Application Server
Identify Microsoft Solomon Supporting products
Identify the uses for Web Order
Set up ODBC data sources
Install Crystal Reports
Install FRx®
Use Transaction Import
Identify problems and find sources of problems
Use tools and sources in Solomon to correct issues
Use SQL Server Profiler
Troubleshoot Microsoft Solomon


Prerequisites
Before attending this course, students must have:

Working knowledge of Microsoft Windows® 2000, Windows 2003, or Windows XP. General knowledge of database applications is helpful but not required.


Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.


Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.


Course Outline
Chapter 1: Introducing the Microsoft Business Solutions – Solomon System
The purpose of this chapter is to introduce you to the features, purpose, and characteristics of the Solomon system. You will learn about specific items within Microsoft Solomon and how the system is setup.

Main Topics
Understanding Microsoft Solomon
Licensing Microsoft Solomon
Understanding Microsoft SQL Server licensing
Understanding the Microsoft Solomon – SQL Server relationship

Lab: Determining Editions Needed
Identify the correct Microsoft Solomon edition based on specific criteria

After completing this chapter, students will be able to:

Identify the unique position of Microsoft Describe features, design foundations, and system-level support
Interpret Microsoft Solomon licensing issues and the relationship with Microsoft SQL Server licensing
Describe the working relationship between Microsoft SQL Server and Microsoft Solomon
Chapter 2: Preparing to Install Microsoft Business Solutions –Solomon
This chapter discusses the importance of planning prior to an installation. Topics covered include what to do in pre-planning and references technical bulletins. Implementation plans are discussed as well as a look at the hardware and software requirements for Microsoft Solomon.

Main Topics
Defining pre-installation
Protecting current accounting data
Gathering what you need
Defining the implementation plan
Setting up the appropriate computer system
Solomon hardware and software requirements and recommendations

Lab: Downloading Solomon Technical Bulletins
Locate a specific technical bulletin based on specific criteria

After completing this chapter, students will be able to:

Identify the elements of Microsoft Solomon pre-installation
Gather resources needed to prepare for Microsoft Solomon installation
Identify the basics of developing a Microsoft Solomon implementation plan
Prepare the computer platform for Microsoft Solomon installation
Chapter 3: Installing Microsoft Business Solutions – Solomon
In this chapter a complete install of Microsoft Solomon is performed. The process is reviewed first and then a screen-by-screen install is presented discussing the importance of each option and selection during the install. This chapter concludes with an exercise using the Microsoft Solomon Inspector.

Main Topics
Understanding the process
Installing Microsoft SQL Server
Installing Microsoft Solomon
Using the inspector – post installation

Lab: Using the Inspector
Examine the Microsoft Solomon system after installation using the Microsoft Solomon Inspector

After completing this chapter, students will be able to:

Identify the main elements of Microsoft Solomon installation
Install Microsoft Solomon
Use Microsoft Solomon Inspector
Chapter 4: Preparing Microsoft Business Solutions – Solomon Databases for Use
This chapter covers how to setup and configure Microsoft Solomon databases. Included in this chapter is the creation of system, application, and demo databases. Registration of Microsoft Solomon is also covered.

Lessons
Creating databases
Logging into Microsoft Solomon
Preparing databases for operation
Registering Microsoft Solomon

Lab: Setting up Solomon Databases
Create a demo database

After completing this chapter, students will be able to:

Set up new Microsoft Solomon databases
Set up Microsoft Solomon demo databases
Login to Microsoft Solomon
Register Microsoft Solomon
Chapter 5: Microsoft Business Solutions – Solomon Client Installation
In this chapter you will install a Microsoft Solomon client. The chapter covers the creation of a share point on the server to distribute the install files for a client.

Main Topics
Setting up Microsoft Solomon clients

After completing this chapter, students will be able to:

Set up Microsoft Solomon clients
Chapter 6: Directory Structure and Components
This chapter focuses on the important files installed with Microsoft Solomon. Features of each file are covered with an explanation of the parameters.

Main Topics
Understanding the Microsoft Solomon directory structure
Microsoft Solomon components

After completing this chapter, students will be able to:

Identify the Microsoft Solomon directory structure
Identify Microsoft Solomon components
Chapter 7: Learning the Basics of Microsoft Business Solutions – Solomon
In this chapter you will learn how to use Microsoft Solomon. This includes navigation and menus as well as creating standard and extended reports. Also covered is the entering and managing data records and the setup of the printer services for Microsoft Solomon.

Main Topics
Navigating through Microsoft Solomon
Using function keys
Running Microsoft Solomon Applications
Entering and managing data records
Setting up printer services
Setting up a default Microsoft Solomon printer
Using online help
Initializing data in Solomon

Lab: Navigating Solomon, Working with Fields
Create new records in the chart of accounts window

Lab: Printing Solomon Reports
Print the GL Batch Register

After completing this chapter, students will be able to:

Identify the basics of all Microsoft Solomon menu functions
Run Solomon modules an open Microsoft Solomon windows
Navigate through the system and manage database records using the Microsoft Solomon Toolbar
Set up Microsoft Solomon printer services
Use Microsoft Solomon standard and extended report options
Use Microsoft Solomon online help system
Chapter 8: Establishing Microsoft Business Solutions – Solomon Security
This chapter covers the security model of Microsoft Solomon. You will learn about the various security levels for Solomon and how these integrate with Windows and SQL Server. The chapter also covers the creation of users and user groups and assigning access rights.

Main Topics
Protecting Microsoft Solomon
Understanding the levels of system security
Establishing internal Solomon security

Lab: Defining Users
Creating a user for a demo database

Lab: Defining Groups
Create a user group for specific users

Lab: Changing User Passwords
Change a user’s password

After completing this chapter, students will be able to:

Identify the different levels of system security used with Microsoft Solomon
Define Microsoft Solomon users and groups
Set up user an user group access rights
Chapter 9: Learning Microsoft Business Solutions – Solomon Power-User Features
This chapter provides an overview of the special features available in Microsoft Solomon. You will learn about copy functions for copying information in one field/form to another as well as using templates and attaching notes to data items.

Main Topics
Extending Microsoft Solomon usage
Using inquiry and entity inquiry windows
Copying and pasting data
Entering data using templates
Using recurring transactions
Attaching pop-up notes to data items

Lab: Using Copy Special
Copy items from one batch to another using copy special

Lab: Printing a Report Using a Template
Create a template to print specific General Ledger batches

Lab: Attaching and Viewing Notes
Create a note against a journal transaction

After completing this chapter, students will be able to:

Use inquiry and entity inquiry windows in Microsoft Solomon
Use Microsoft Solomon’s powerful copy and paste functions
Set up and use Microsoft Solomon templates
Identify the basics of using recurring transactions in Microsoft Solomon
Attach pop-up personal notes to data items
Chapter 10: Monitoring and Maintaining Microsoft Business Solutions – Solomon
In this chapter you will learn about the activities to perform for maintaining Microsoft Solomon. Covered in this chapter is the event log, system maintenance, integrity checks, database backups, and the creation of a database maintenance plan.

Main Topics
Monitoring active Microsoft Solomon users
Reviewing the Microsoft Solomon event log
Performing on-going system maintenance
Backing up Microsoft Solomon
Using the database maintenance wizard
Other considerations

Lab: Checking Module Logical Integrity
Check the integrity of the General Ledger module’s posted batches

After completing this chapter, students will be able to:

Track current Microsoft Solomon user activity
Use the Microsoft Solomon event log
Download and install Microsoft Solomon update files
Identify the basics of on-going system maintenance
Back up the Microsoft Solomon database and system
Use the Database Maintenance Plan in SQL Server
Chapter 11: Optimizing Performance
This chapter provides a brief overview of tools to use when evaluating the performance of Microsoft Solomon. System settings are covered as well as a look into identifying bottlenecks using the System Monitor.

Main Topics
Optimizing performance
Windows OS bottleneck analysis
Strategies for testing and tuning servers
SQL Server configuration
Methods of optimizing a SQL relational database
Analyzing and troubleshooting less than optimal performance
Optimization summary

After completing this chapter, students will be able to:

Configure Windows Servers
Recommend SQL Server Settings
Identify bottlenecks
Utilize Windows Performance Monitor
Describe the basics of RAID arrays
Use Windows Performance Monitor for SQL
Chapter 12: Using Microsoft Business Solutions – Solomon Application Server
This chapter covers the Solomon Application Server. Included in this chapter is an overview of the purpose and benefits of using Application Server and how to set up Application Server. Also covered is the administration of an Application Server.

Main Topics
Application Server overview
Setting up Application Server
Pausing, restarting, and shutting down Application Servers
Submitting Application Server requests
Checking the Application Server queue
Viewing Application Server logs

After completing this chapter, students will be able to:

Set up an Application Server
Submit requests to an Application Server
Monitor requests made to an Application Server
Chapter 13: Installing Additional Products
In this chapter, you will learn about the various additional products to be used with Microsoft Solomon. Installation steps are covered for Crystal Reports and FRx.

Main Topics
Installing additional products
Web Order starter kit
Configuring ODBC
Crystal Reports
Installing Crystal Reports
FRx
Installing FRx

After completing this chapter, students will be able to:

Identify Microsoft Solomon Supporting products
Identify the uses for Web Order
Set up ODBC data sources
Install Crystal Reports
Install FRx
Chapter 14: Transaction Import
This chapter provides a brief overview of the Transaction Import utility. The different types of imports as well as an example of an import is covered.

Main Topics
Transaction import process
Control macro generator
Transaction import

Lab: Transaction Import
Import budget information into the Budget Maintenance screen

After completing this chapter, students will be able to:

Use Transaction Import
Chapter 15: Troubleshooting
In this chapter, you will learn about some of the tools and resources to utilize when troubleshooting Microsoft Solomon. A brief introduction of the methodology to follow when diagnosing problems is discussed followed by a look at how the SQL Server Profiler can help with troubleshooting. The chapter concludes with the presentation of troubleshooting scenarios.

Main Topics
Troubleshooting
Identifying the problem and finding its source
Tools and sources
Microsoft Solomon online documentation
TechKnowledge database
Problem solving using SQL Server Profiler
Troubleshooting scenarios

Lab: Troubleshooting Scenarios
Three scenarios on troubleshooting Microsoft Solomon

After completing this chapter, students will be able to:

Identify problems and find sources of problems
Use tools and sources in Microsoft Solomon to correct issues
Use SQL Server Profiler
Troubleshoot Microsoft Solomon

For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100