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Microsoft Business Solutions—Navision Installation and Configuration
Course 8404: Two days; Instructor-led

Prerequisites
Before attending this course, it is highly recommended that students have:

• A strong understanding Clients and Servers

• A strong understanding of Microsoft SQL Server™

In addition, it is recommended, but not required, that students understand:

• The Microsoft Navision development environment


Class Followup

• Students are encouraged to continue with their study of the Microsoft Navision Server and SQL Server environments.


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

Course Materials
The manual includes examples and scenarios for the class to complete together and exercises for the students to complete to emphasize important points. Students should use Microsoft Navision 4.00 database or above.

Course Outline
Chapter 1: Introduction

This chapter introduces students to the goals of the two-day class. In addition, students are introduced to each other.

Main Topics

• Introduction

• What you need to know

After completing this chapter, students should:

• Understand the parameters and outline for the class

• Know a little bit about each other and the instructor

Chapter 2: Hardware and Software Requirements

Before you begin installing and configuring Microsoft Navision, you need to consider the network, database, and server needs and clarify any questions with your customer. This chapter leads you through the database, server, and client installation decisions necessary for a successful implementation.

Main Topics

• Choosing the Installation Type and Equipment

• Hardware and Software Requirements

• 2 Tier and n-Tier Solutions

After completing this chapter, students should be able to:

• Choose the Installation Type

• Choose the Correct Equipment

• Know what Tier solution to Choose

Chapter 3: Microsoft Navision Architecture

This chapter focuses on the two server options. It describes the important differences between the two options and explains the different layers of security that exist in Navison and how they work.

Main Topics

• The Microsoft Navision Client/Server Environment

• The Server Options

• The Microsoft Navision Security Model

After completing this module, students should be able to:

• Explain the Client/Server Environment

• Explain the Microsoft Navision Security Model

Chapter 4: Microsoft Navision Client Installation

This chapter focuses on how to install, maintain, and remove Microsoft Navision single-users and clients. This chapter also describes the basic operations involved in working with a database, and license information.

Main Topics

• Installing, Maintaining, and Removing Single-Users and Clients

• System Setup

• Single-User and Client Setup Properties

• Setting the Program Properties

• Working with Databases

• License Files

After completing this module, students should be able to:

• Install, Maintain, and Remove Single-Users and Clients

• Use the System Setup

• Set Program Properties

• Work with Databases

• Install and Load Microsoft Navision Server Licenses

Chapter 5: Microsoft Navision Database Server

This chapter discusses the Microsoft Navision database server. You are shown how to run more than one server. The chapter reviews system setup options and some basic operations involved in working with a database.

Main Topics

• Installing a Microsoft Navision Database Server

• Importing a Database into Microsoft Navision Database Server

• Running more than one Server

• System Setup

• Single-User and Client Setup Properties

• Microsoft Navision Database Server and Setup Properties

• Setting the Program Properties

• Working with Databases


After completing this module, students should be able to:

• Install a Microsoft Navision Database Server

• Install and Run more than One Server at a Time

• Complete the System Setup

• Work with the Microsoft Navision Program Properties

Chapter 6: Microsoft Navision SQL Server Option

This chapter describes how to install Microsoft SQL Server. You are shown the system defaults and how to customize according to customer need. The chapter discusses license files and security and user setup options.

Main Topics

• Server Considerations

• Installing Clients

• System Setup

• Working with Databases

• Creating and Maintaining Databases

• Security and User Setup

After completing this module, students should be able to:

• Install a to Configure a SQL Server

• Install Clients on at a Customers site

• Work with Databases

• Create and maintain a Database

• Setup Microsoft Navision Security

Chapter 7: Microsoft Navision Application Server (NAS)

This chapter describes how to install and maintain Microsoft Navision Application Server, which handles the exchange of documents between Microsoft Navision and external services, such as a CRM or eCommerce products.

Main Topics

• Getting Started with NAS

• NAS Setup

• Microsoft Navision Automated Data Capture System (ACDS)

After completing this module, students should be able to:

• Install a Microsoft Navision Application Server

• Configure the NAS

• Discuss the Requirements and Setup of ACDS

Chapter 8: Microsoft Navision ODBC Driver

This chapter describes the terminology used in ODBC (Open Database Connectivity). It walks you through the installation process of ODBC and the configuration. This chapter includes the technical documents and a SQL statement reference guide.

Main Topics

• Terminology

• ODBC Driver Functionality

• Data Types

• Multilanguage Functionality

• SQL Statement Reference Guide

After completing this module, students should be able to:

• Know the ODBC Terminology

• Discuss the ODBC Driver Functionality

• Discuss Data Types

• Install the Multilanguage Functionality

Chapter 9: Microsoft Navision Security

This chapter describes the security systems that protect your database and the information that it contains from being accessed by unauthorized people. It must also allow you to specify what the authorized users are allowed to do in the database –based on the permissions.

Main Topics

• Authentication in Microsoft Navision

• Active Directory Service Security

• Logins, Roles, and Permissions

• Applying Security Filters in SQL

• User Specific Setups

• Additional Security Features

After completing this module, students should be able to:

• Discuss the Types of Authentication

• Install the Active Directory Service

• Apply Logins, Roles, and Permissions to the System

• Configure User Specific Setups

Chapter 10: Basic Customizations

This chapter introduces the new main menu structure, cycle/toggle, and tree level structure. The steps a database administrator takes to create new menus and modifying existing menus is described and available end user personalization is discussed.

Main Topics

• MenuSuite Fundamentals

• The Navigation Pane

• Navigation Pane Design

• Personalizing the Navigation Pane

• Shortcuts Menu

• Creating and Designing MenuSuite Objects

• Exporting a MenuSuite Object

• How Upgrades Affect New Menus

After completing this module, students should be able to:

• Discuss MenuSuite Fundamentals

• Navigate the Navigation Pane

• Design the Microsoft Navision Pane

• Personalize the Navigation Pane

• Able to perform Shortcuts in Menus

• Create and Design MenuSuite Objects

• Export the MenuSuite Objects

• Discuss how Upgrades will Affect New Menus

Chapter 11: Microsoft Navision Database Administration Tools

This chapter shows you how to manage the database and familiarize you with the tools that Microsoft Navision provides. This chapter contains guidelines for maintaining Microsoft Navision databases on both the Database Server and SQL Server. This includes when and how to back up your Microsoft Navision data, guidelines for maintaining SQL Server statistics that are used to optimize performance and it provides information about some more advanced features.

Main Topics

• Managing the Database

• Database Maintenance

After completing this module, students should be able to:

• Manage a Microsoft Navision Database

• Maintain a Microsoft Navision Database and a SQL Database

Chapter 12: Microsoft Navision Optimization

This chapter discusses the process of optimizing tables, using keys, and key groups to improve performance and creating space in the database using the Date Compression Functionality.

Main Topics

• Advanced Database Information including, Optimizing a Table, Optimistic Concurrency, and Database Versions

• Database Efficiency, including Key Groups, Decreasing the Table Seek Time, Key Properties, Finding Errors in the Tables, and Creating Space in the Database

• Administering SQL Server, including, Monitoring with SQL Profiler, Reporting Services Trace Logs, Profiling ODBC Driver Performance, How to Profile Driver Performance Data, Running System Monitor, and ODBC Tracing

After completing this module, students will be able to:

• Discuss the Optimization of a Table

• Discuss Optimistic Concurrency and Database Versions

• Discuss Database Efficiency

• Monitor the SQL Profiler

• Run the System Monitor

• Discuss ODBC Tracing

Chapter 13: Troubleshooting Microsoft Navision

This chapter is designed to help you identify performance problems in a Microsoft Navision application. It describes how to troubleshoot on both server options and describes and explains how to use the debugging tools that exist in Microsoft Navision to identify performance problems.

Main Topics

• Setting up a Test Environment

• Identifying Performance Problems

• How to Identify Lock Issues

• Determine Bottlenecks within the Microsoft Navision System

After completing this module, students should be able to:

• Set up a Test Environment

• Be able to Identify performance Problems and Isolate

• Be able to Identify Lock Issues

• Determine where Bottlenecks exist in the System and Correct