Microsoft Dynamics GP Installation and Configuration
Course 8814: Three days; Instructor-led
Introduction
The three-day Microsoft Dynamics( GP Installation and Configuration course develops 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 confidence and minimizes the installation time for your customers. Microsoft( SQL Server( 2005 is discussed as it applies specifically to Microsoft Dynamics GP. The course covers the installation of Microsoft Dynamics GP and 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 hardware requirements for Microsoft SQL Server 2005 and Microsoft
SQL Server 2005 Express in a Microsoft Dynamics GP environment.
• Identify
the hardware requirements for Microsoft Dynamics GP with Terminal Server.
• Install
Microsoft SQL Server 2005 and Microsoft SQL Server 2005 Express as they
relate to Microsoft Dynamics GP.
• Identify
Microsoft SQL Server recommended settings for use with Microsoft Dynamics
GP, including collation and authentication mode.
• Install
Microsoft Dynamics GP in a Client/Server environment.
Key Related
Courses:
• Identify
account framework parameters and other system settings.
• Create
additional companies.
• Recreate
system and company database initializations.
• Create
a client installation package.
• Install
Microsoft Dynamics GP on a client workstation.
• Add
and remove components and features from Microsoft Dynamics GP.
• Identify
the different hardware and software requirements for a Microsoft Dynamics
GP client.
• Understand
how to create automatic updates for customization and service pack deployment.
• Create
users and grant user access in Microsoft Dynamics GP.
• Register
Microsoft Dynamics GP.
• Setup
security using tasks and roles in Microsoft Dynamics GP.
• Identify
components and files installed by Microsoft Dynamics GP, including settings
in the dex.ini and Dynamics.set files.
• Understand
the purpose of DEX_ROW_ID fields.
• Identify
stored procedures based on the Microsoft Dynamics GP naming conventions.
• Set
User Preferences for Microsoft Dynamics GP.
• Backup
and restore the company and system databases.
• Configure
SQL database options.
• Setup
a database maintenance plan.
• Perform
SQL maintenance.
• Define
the settings for optimizing Microsoft Dynamics GP performance.
• Identify
counters used in optimizing performance.
• Identify
the tools and steps used to troubleshoot Microsoft Dynamics GP.
• Become
familiar with troubleshooting tools, including SQL Profiler and dexsql.logs.
• Set
up and configure Process Server.
• Understand
the functionality of Report Writer in Microsoft Dynamics GP.
• Identify
the differences between modified and custom reports.
• Identify
the characteristics of Microsoft FRx.
• Understand
the purpose of Report Scheduler.
• Configure
Report Scheduler.
• Understand
the relationship between Microsoft SQL Server Reporting Services and Microsoft
Dynamics GP.
• Use
the SQL Server Report Wizard to create a SQL Report based on Microsoft
Dynamics GP data.
Prerequisites
Before attending this course, students must have:
Working knowledge of Microsoft Windows 2003, Microsoft Windows XP, or Microsoft Windows Vista, and Microsoft SQL Server 2000 or Microsoft SQL Server 2005.
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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 Dynamics GP System Requirements and SQL Server Installation
This chapter looks at the key issues about how to install Microsoft SQL Server 2005. An installation is not performed in class but important installation decisions are discussed. This chapter also discusses installing SQL Server 2005 Express for use with Microsoft Dynamics GP. In addition, terminal server requirements and a few common command line tools are reviewed.
Main Topics
• Microsoft
Dynamics GP SQL Server Requirements
• Hardware
Recommendations and Configurations
• Terminal
Server Requirements
• Optimize
the System for Microsoft SQL Server
• Install
Microsoft SQL Server 2005
• Microsoft
SQL Server 2005 Express System Requirements, Installation, and Configuration
After completing
this module, students will be able to:
• Identify
hardware requirements for Microsoft SQL Server 2005 and Microsoft SQL
Server 2005 Express in a Microsoft Dynamics GP environment.
• Install
Microsoft SQL Server.
• Identify
Terminal Server Requirements.
• Install
SQL Server 2005 Express.
Chapter 2: Data Server Installation and Utilities
This chapter examines the process of installing Microsoft Dynamics GP in a client/server environment. This includes discussing the installation wizard and looking at the various options to select during the installation. This chapter also examines how to setup Microsoft Dynamics GP databases, account framework, additional sorting options, and additional tasks using Microsoft Dynamics™ GP Utilities. The chapter focuses on the steps performed immediately after installing the Microsoft Dynamics GP program files.
Main Topics
• Data
Server Installation
• Dynamics
Database Initialization
• Account
Framework
• System
Options
• Sample
Company Initialization
• Create
Additional Companies
• Troubleshoot
Errors
Labs
• Install
Microsoft Dynamics GP client/server
• Run
Microsoft Dynamics GP Utilities
After completing
this module, students will be able to:
• Install
Microsoft Dynamics GP in a Client/Server environment.
• Use
Microsoft Dynamics GP Utilities to complete additional configuration procedures.
• Troubleshoot
errors.
Chapter 3: Client Installation, Components, and Maintenance
This chapter provides guidance when installing Microsoft Dynamics GP on a client workstation, including adding and removing features and components after the initial installation. Hardware and software requirements are examined as well as the ability to install the client using a client installation package.
This chapter also identifies how to automate the process of applying updates such as service packs and customizations to the Microsoft Dynamics GP application using the automatic updates feature. Finally, this chapter discusses the files installed during the Microsoft Dynamics GP installation and looks at how identity columns and stored procedures are used in Microsoft Dynamics GP.
Main Topics
• Client
Requirements and Installation
• Add/Remove
Additional Features and components
• Create
and use a Client Installation Package
• Apply
Service Packs and Updates using Automatic Updates
• Installation
Components and Files
• Identity
Columns
• Stored
Procedures
Labs
• Create
client installation package
After completing
this module, students will be able to:
• Identify
the hardware and software requirements for a Microsoft Dynamics GP client.
• Install
Microsoft Dynamics GP on a client computer.
• Identify
where to find the most recent service pack.
• Understand
how identity columns are used in the Microsoft Dynamics GP database model.
• Identify
the components and files installed by Microsoft Dynamics GP.
• Learn
about the dictionaries and application files used by Microsoft Dynamics
GP.
• Synchronize
the account framework.
• Create
an installation package.
• Install
a client using a client installation package.
• Publish
automatic updates.
• Install
client updates.
• Understand
stored procedure use in Microsoft Dynamics GP.
Chapter 4: System Manager
This chapter examines the System manager components of Microsoft Dynamics GP. Specifically, the creation of users, security tasks, security roles, and specifying other system options.
Main Topics
• System
Setup
• User
Setup and Access
• Security
Tasks
• Security
Roles
• Alternate/Modified
Forms and Reports
• User
Security
• User
Activity and Preferences
• Create
a Company
• Switch
Users and Company
• Company
Information
Labs
• System
Manager Setup including security
After completing
this module, students will be able to:
• Create
or modify the system password.
• Register
Microsoft Dynamics GP.
• Create
users and define access to companies.
• Edit
the Dynamics.set launch file.
• Use
Security Tasks, Roles, and Alternate/Modified Forms and Reports to define
security.
• Track
user activity.
• Configure
user preferences.
• Setup
company information.
• Switch
users and companies.
Chapter 5: Post Installation Administration
This chapter examines the database options to define for the Microsoft Dynamics GP databases. It also discusses maintenance of Microsoft Dynamics GP databases and identifies database backup and restore procedures. The creation of a database maintenance plan is also covered, together with the recommended maintenance tasks for Microsoft Dynamics GP. Other maintenance methods, including SQL maintenance and data recovery tools are discussed.
Main Topics
• Database
options
• Database
backup and restore procedures
• Microsoft
Dynamics GP-SQL maintenance
• SQL
database maintenance (DBCC)
• Use
the Microsoft SQL Database Maintenance Plan Wizard (DBMW)
• Microsoft
Dynamics GP data recovery procedures
Labs
• Back
up database
• Drop/create
auto procedure
After completing
this module, students will be able to:
• Configure
database options.
• Back
up Microsoft Dynamics GP databases.
• Use
SQL database maintenance procedures.
• Maintenance
of SQL database.
• Use
the Database Maintenance Plan Wizard.
• Recover
Microsoft Dynamics GP data.
Chapter 6: Optimize Performance and Troubleshooting
This chapter discusses how to optimize the Windows Server system. Specifically, it looks at settings for memory, CPU, network, and the disk subsystem through system monitor. This chapter also discusses the methodology around troubleshooting Microsoft Dynamics GP. Several tools used in troubleshooting including SQL Profiler and a dexsql.log are examined, and the batch recovery process is discussed.
Main Topics
• Windows
2003 Considerations
• SQL
Server Configuration
• Optimize
a SQL Relational Database
• Analyze
Performance
• Optimization
Summary
• Troubleshooting
– Identify the Issue
• Troubleshooting
– Types of Issues and Resolution Sources
• Troubleshooting
– Tools
• Batch
Recovery Process
Labs
• Performance
Options
• SQL
Memory Options
• Using
SQL Profiler
• Create
dexsql.log
After completing
this module, students will be able to:
• Configure
the Windows 2003 server.
• Use
Performance Monitor to analyze a Windows 2003 OS bottleneck.
• Configure
the SQL server.
• Optimize
a SQL relational database.
• Analyze
performance by monitoring SQL Server with System Monitor.
• Summarize
optimization settings.
• Identify
technical issues in Microsoft Dynamics GP.
• Know
available resources to resolve technical issues.
• Use
tools to identify and resolve issues.
• Recover
from an interrupted posting process.
Chapter 7: 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, learn how to define tasks to run remotely and define which servers will run remote tasks.
Main Topics
• Overview
• System
Requirements
• Set
Up Process Server
• Designate
the Output Report Location
• Process
Monitor
• Process
Server Log
After completing
this module, students will be able to:
• Understand
the basics about Process Server.
• Identify
Process Server system requirements and considerations.
• Set
up and configure Process Server.
• Modify
the location of where Process Server reports are saved.
• View
running processes in Process Monitor.
• View
and purge the Process Server log.
Chapter 8: Reporting
This chapter provides an overview of Report Writer, SQL Reporting Services, and the FRx application. It does not delve into the inner workings of extracting financial information in FRx. Included in this chapter is configuring databases for use with FRx and defining the folder structure for reports. This chapter also discusses how to set up the Report Scheduler option.
Main Topics
• Report
Writer Overview
• Microsoft
SQL Server Reporting Services Overview
• Microsoft
SQL Server Report Wizard
• FRx
Report Designer Features and Installation Considerations
• FRx
Troubleshooting Techniques and Tips
• Report
Scheduler
Labs
• Create
a modified report
• Create
a custom report
• Schedule
a report
After completing
this module, students will be able to:
• Understand
the purpose of Report Writer.
• Understand
the types of reports that can be created in Report Writer.
• Understand
the purpose of Microsoft SQL Server Reporting Services.
• Understand
how to use the Microsoft SQL Server Report Wizard.
• Understand
the features of FRx.
• Identify
and resolve common issues in FRx.
• Define
the characteristics of Report Scheduler.
• Configure
Report Scheduler.
Appendix A: Job Aids
This appendix provides checklists, commonly used reports, and a Microsoft SQL script to remove tables.
Main Topics
• Microsoft
Dynamics GP Multiuser Checklist
• Microsoft
SQL Server Installation Checklist
• System
Setup Checklist
• Process
Server Checklist
• Reports
• Microsoft
SQL Script to Remove Tables
After completing
this module, students will be able to:
• Use
checklists to perform common installation and setup procedures.
• Identify
which reports will provide them with company, user and Process Server
information.
• Understand
the Microsoft SQL script used to remove tables.
Appendix B: Overview of TCP/IP
This appendix includes an overview of TCP/IP.
Main Topics
• Overview
• Network
Protocol Tuning
• Components
of TCP/IP
• Configuring
TCP/IP
• TCP/IP
Utilities
After completing
this module, students will be able to:
• Optimize
the network for Microsoft SQL Server and Microsoft Dynamics GP.
• Identify
TCP/IP components.
• Identify
the information required to configure TCP/IP.
• Use
TCP/IP utilities.
Appendix C: Additional Components
This appendix contains information about the additional components available together with the Microsoft Dynamics GP installation.
Main Topics
• CD
Contents
• Microsoft
Dynamics GP Features
After completing
this module, students will be able to:
• Locate
components that are available as secondary installations on the Microsoft
Dynamics GP CDs.
For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100
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