Microsoft Dynamics GP 9.0 Installation & Configuration
Course 8505: Three days; Instructor-led
Introduction
The three-day Microsoft Dynamics GP Installation and Configuration
course develops your understanding of technologies and techniques necessary
to successfully install Microsoft Dynamics GP. By covering the basics
of installation and setup, as well as advanced topics such as optimization
and troubleshooting, this 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 Dynamics GP.
The course covers the installation of Microsoft Dynamics GP 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 application as these topics
are covered by other classes offered by Microsoft Training.
Audience
Microsoft Dynamics GP Installation and Configuration training is recommended
for people who plan to install, implement, configure, consult, or support
Microsoft Dynamics GP. The class is targeted toward administrators, implementers,
developers, and consultants who need to understand the technical aspects
of Microsoft Dynamics GP. The course is not intended for non-technical
staff.
At Course
Completion
After completing this course, students should be able to:
• Identify the
architecture of Microsoft Dynamics GP
• Identify the hardware requirements for Microsoft SQL Server in
a Microsoft Dynamics GP environment
• Install the MSDE version of Microsoft SQL Server as it relates
to Microsoft Dynamics GP
• Create a Data Source Name (DSN) for Microsoft Dynamics GP
• Identify the correct settings for an ODBC source for Microsoft
Dynamics GP
• Install Microsoft Dynamics GP in a Client/Server environment
• Identify account framework parameters
• Create additional companies
• Install Microsoft Dynamics GP on a client workstation
• Identify the different hardware and software requirements for
a Microsoft Dynamics GP client
• Identify how to create an installation package for a client installation
• Identify service packs and automatic updates
• Identify the relationship of the Microsoft Dynamics GP series
• Create users and grant user access in Microsoft Dynamics GP
• Register Microsoft Dynamics GP
• Set up security and classes in Microsoft Dynamics GP
• Track user activity in Microsoft Dynamics GP
• Identify components and files installed by Microsoft Dynamics
GP
• Identify the features of Microsoft Dynamics GP
• Configure database options
• Set up a database maintenance plan
• Perform SQL maintenance
• Define the settings for optimizing Microsoft Dynamics GP performance
• Identify System Monitor counters used in optimizing performance
• Setup and configure Process Server
• Identify settings of Process Server
• Install FRx for Microsoft Dynamics GP
• Identify the characteristics of Microsoft FRx
• Configure BCP to import and export data from a Microsoft Dynamics
GP database
• Identify the parameters of BCP for importing and exporting data
from a Microsoft Dynamics GP database
• Define the characteristics of Report Scheduler
• Configure Report Scheduler
• Identify the characteristics of Microsoft SQL Server Profiler
• Create a dexsql.log file
• Troubleshoot Microsoft Dynamics GP
Prerequisites
Before attending this course, students must have:
• Working
knowledge of Microsoft Windows 2000, Windows 2003, or Windows XP, and
SQL Server 2000.
Microsoft
Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course
currently.
Course Materials
The student materials include a comprehensive workbook and other necessary
items for this class.
Course Outline
Chapter 1: Microsoft SQL Server Install
This chapter looks at the key issues with installing Microsoft SQL Server. An installation is not performed in class but important installation decisions are discussed.
Main Topics
• Overview of
Microsoft SQL installation
• System Requirements for Microsoft Dynamics GP on Microsoft SQL
Server
• Installation of Microsoft SQL Server 2000
After completing this chapter, students should be able to:
• Install Microsoft
SQL Server
• Identify hardware requirements for Microsoft SQL Server for use
with Microsoft Dynamics GP
Chapter 2: Microsoft SQL Server Install MSDE
This chapter discusses installing the MSDE version of SQL for use with Microsoft Dynamics GP. In addition, a few common command line tools are reviewed.
Main Topics
• MSDE System
Requirements
• MSDE Installation
• MSDE Configuration Tools
After completing this chapter, students should be able to:
• Install the
MSDE version of Microsoft SQL Server for use with Microsoft Dynamics GP
Chapter 3: ODBC Setup
Microsoft Dynamics GP requires an ODBC connection to the Microsoft SQL Server to access data. This chapter focuses on the specific settings for creating a data source name.
Lessons
• Setting up
ODBC
After completing this chapter, students should be able to:
• Create a Data
Source Name (DSN) for Microsoft Dynamics GP
• Identify the correct settings for an ODBC source for Microsoft
Dynamics GP
Chapter 4: Microsoft Dynamics GP Data Server Installation
This chapter examines the process of installing Microsoft Dynamics GP on Microsoft SQL Server. This includes examining each installation screen and looking at the various options to select during the installation.
Main Topics
• Server Installation
After completing this chapter, students should be able to:
• Install Microsoft
Dynamics GP in a Client/Server environment
Chapter 5: Microsoft Dynamics GP Utilities
This chapter examines how to setup your Microsoft Dynamics GP databases, account framework, additional sorting options, and how to create a client template. The chapter focuses on the steps performed immediately after installing the Microsoft Dynamics GP program files.
Main Topics
• Microsoft
Dynamics GP Utilities
• Dynamics database initialization
• Account framework setup
• Setting system options
• Additional tasks
• Initializing the sample company
• Creating additional companies
• Register Microsoft Dynamics GP
• Removing SOP and invoicing message
• Launching Dynamics GP from the Utilities window
• Troubleshooting
After completing this chapter, students should be able to:
• Identify account
framework parameters
• Initialize the sample company
• Create additional companies
Chapter 6: Microsoft Dynamics GP Client Installation
This chapter guides you through the various processes of installing Microsoft Dynamics GP on a client workstation. Hardware and software requirements are examined as well as the ability to install the client from a template.
Main Topics
• Microsoft
Dynamics GP client requirements
• Installing the application on subsequent client workstations
• Microsoft Dynamics GP client installation package
After completing this chapter, students should be able to:
• Install Microsoft
Dynamics GP on a client workstation
• Identify the hardware and software requirements for a client workstation
Chapter 7: Microsoft Dynamics GP Service Packs and Updates
This chapter identifies how to automate the process of applying updates to the Microsoft Dynamics GP application. Specifically, how to apply service packs and create automatic updates so all client computers receive the same updates.
Main Topics
• Service packs
• Automatic updates
After completing this chapter, students should be able to:
• Identify where
to go to find the latest available service pack
• Identify the benefits of using automatic updates
Chapter 8: Microsoft Dynamics GP System Manager
This chapter examines the System manager components of Microsoft Dynamics GP. Specifically, the creating of users, security, classes, and companies are covered. In addition, this chapter examines a few standard reports included with Microsoft Dynamics GP.
Main Topics
• The Microsoft
Dynamics GP series
• System and company setup
• System password setup
• User classes
• User setup
• User access
• Advanced Security Setup
• Security setup
• User activity
• User preferences
• Registration
• System reports
• Company setup procedures
• Create company
• Company information
• Internet information
• Company reports
Lab
• Test your
skills creating users, classes, and company access
After completing this chapter, students should be able to:
• Identify the
relationship of the Microsoft Dynamics GP series
• Create users and grant user access in Microsoft Dynamics GP
• Setup security and classes in Microsoft Dynamics GP
• Track user activity in Microsoft Dynamics GP
• Register Microsoft Dynamics GP
• Setup company information in Microsoft Dynamics GP
Chapter 9: Microsoft Dynamics GP Components
This chapter discusses the files installed during the installation of Microsoft Dynamics GP.
Main Topics
• Installation
components and files
• Where to store dictionaries
After completing this chapter, students should be able to:
• Identify components
and files installed by Microsoft Dynamics GP
Chapter 10: Microsoft Dynamics GP Features
This chapter walks through a batch recovery process, and looks at how identity columns and stored procedures are used in Microsoft Dynamics GP.
Main Topics
• Batch recovery
process
• Identity columns
• Stored procedures
After completing this chapter, students should be able to:
• Identify the
features of Microsoft Dynamics GP
Lab
• Test your
skills working with query analyzer, and creating logins
Chapter 11: Post Installation Administration
This chapter examines the database options to set for your Microsoft Dynamics GP databases. It also discusses maintenance of Microsoft Dynamics GP databases and identifies database backup procedures. To complete the chapter, you set up a database maintenance plan.
Main Topics
• Database options
• Database backup procedures
• Microsoft Dynamics GP SQL maintenance
• SQL database maintenance
• Using the database maintenance wizard
• Microsoft Dynamics GP data recovery procedures
• Backup procedures within Microsoft Dynamics GP
After completing this chapter, students should be able to:
• Configure
database options
• Setup a database maintenance plan
• Perform SQL maintenance
Chapter 12: Optimizing Performance
This chapter discusses how to optimize your Windows Server system. Specifically, it looks at settings for memory, CPU, network, and the disk subsystem through system monitor.
Main Topics
• Windows Server
operating system configuration
• Windows Server operating system bottleneck analysis
• Strategies for testing and tuning servers
• SQL Server configuration
• Methods of optimizing a SQL relation database
• Analyzing less than optimal performance
• Monitoring SQL Server with System Monitor
• Optimization summary
After completing this chapter, students should be able to:
• Define the
settings for optimizing Microsoft Dynamics GP performance
• Identify System Monitor counters used in optimizing performance
Chapter 13: Process Server
This chapter covers the basics of setting up Process Server. Terms are defined as well as the components of Process Server. During the chapter, you define tasks to run remotely and define which servers will run remote tasks. As a member of a team, you create an environment to process Checklinks remotely.
Main Topics
• Overview of
Process Server
• The DPS and DPM environment
• Process server setup
• Designating the output report location
• Process monitor
• Process server inquiry
• Process server reporting
• Review of setup and execution
Lab
• Using a partner
in class, setup Process Server to remotely process Checklinks on each
other's machine
After completing this chapter, students should be able to:
• Setup and
configure Process Server
• Identify settings of Process Server
Chapter 14: Microsoft FRx Installation
This chapter examines installing the FRx application but does not delve into the inner workings of extracting financial information. Included in this chapter is configuring databases for use with FRx and defining the folder structure for reports.
Main Topics
• Installation
considerations
• Pre-install: running SQL scripts for FRx
• Create a shared folder on server
• Running SQL Scripts for FRx
• Installing FRx on the first workstation
• Changing data paths and FRx registration
• Setting up company information
• Adding additional FRx workstations
• FRx troubleshooting techniques and tips
After completing this chapter, students should be able to:
• Install FRx
for Microsoft Dynamics GP
• Identify the characteristics of FRx
Chapter 15: Report Scheduler
This chapter discusses how to set up the Report Scheduler option.
Main Topics
• Report Scheduler
After completing this chapter, students should be able to:
• Define the
characteristics of Report Scheduler
• Configure Report Scheduler
Chapter 16: Troubleshooting
This chapter discusses the methodology around troubleshooting Microsoft Dynamics GP. Then, you look at a few tools used in troubleshooting and troubleshoot ten different scenarios.
Main Topics