BIO Implementation in Microsoft Dynamics SL 7.0

Course 8828: Three days; Instructor-led

Introduction

The BIO Implementation in Microsoft Dynamics SL 7.0 course explores setup, installation and administration of BIO for Microsoft Dynamics SL. This course will show how to work with and administer BIO. Students learn about Member Properties, Hierarchy Builder and Cube Catalog.

You will gain a thorough understanding of BIO for Microsoft Dynamics SL utilities and security, including establishing security. Students learn about how to view and manage licenses and receive an introduction to BIO Vue Explorer. Also, students gain an understanding of Item Security.

The course teaches how to manage BIO Vue Server. Students learn about Providers, Application Program Interfaces (API), Maps, the BIO Vue Client. They also learn about using the BIO Vue Template Setup Utility

Classroom training provides serious, in-depth learning thorough hands-on interaction. From demonstrations to presentations to classroom activities, you will receive hands-on experience with instruction from our certified staff of experts and increase productivity and efficiency by learning tips and tricks from product specialists.

Audience

This is an essential course for all consultants, BIO for Microsoft Dynamics SL system administrators, and implementers who want to learn about BIO for Microsoft Dynamics SL

BIO Implementation in Microsoft Dynamics SL 7.0 training is recommended for anyone who plans to implement, use, maintain, consult, or support BIO for Microsoft Dynamics SL . The class is targeted toward consultants or system administrators who need to understand the technical aspects of BIO for Microsoft Dynamics SL and gain foundational knowledge of the application functionality.

At Course Completion

After completing this course, students will be able to:
• Understand the details of system requirements and installing BIO for Microsoft Dynamics SL.
• Work with and administer BIO for Microsoft Dynamics SL.
• Understand Member Properties, Hierarchy Builder and Cube Catalogs.
• Manage Utilities and Security and know how to establish Security.
• View and manage licenses.
• Be familiar with BIO Vue Explorer.
• Understand and implement Item Security.
• Know how to manage BIO Vue Server
• Understand how Providers are used
• Understand how Application Program Interfaces (API) are used.
• Utilize and work with the BIO Vue Client
• Understand how Maps are used
• Understand Analysis Services
• Know how to use the BIO Vue Template Setup Utility

Prerequisites
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Dynamics SL is helpful but not required.
• General understanding of corporate structure and common business and accounting language.

Microsoft Certified Professional Exams

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

Course Materials

The student courseware includes a comprehensive workbook.

Course Outline

Chapter 1: introducing BIO for Microsoft Dynamics SL

This chapter introduces students to the BIO for Microsoft Dynamics SL product and training course. The chapter introduces the windows and processes that are used in BIO for Microsoft Dynamics SL. Also, it is important to note that this chapter is optional and can be skipped at the instructor's discretion. If the instructor feels that each student's background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.

Main Topics
• Overview of BIO for Microsoft Dynamics SL
• Components
• Versions

The goals for completing this chapter are for students to:
• Understand the goals of this course.
• See how the BIO for Microsoft Dynamics SL product fits into the suite of available modules for the Microsoft Dynamics SL system.
• Understand Component layers and versions of BIO for Microsoft Dynamics SL.

Chapter 2: Preparing to Install BIO for Microsoft Dynamics SL

This chapter helps the student understand the various installation scenarios for installing BIO for Microsoft Dynamics SL. Students will also become familiar with the system requirements for installing BIO for Microsoft Dynamics SL. Material will familiarize students with requisites for installing BIO for Microsoft Dynamics SL.

Main Topics
• Installation Scenarios
• System Requirements
• General Prerequisites
• Prerequisites for Installing BIO on Microsoft SQL Server 2005
• Prerequisites for Installing BIO on Microsoft SQL Server 2000

The goals for completing this chapter are for students to:
• Understand the various installation scenarios of BIO for Microsoft Dynamics SL.
• Understand System Requirements to install BIO for Microsoft Dynamics SL.
• Understand General Prerequisites to install BIO for Microsoft Dynamics SL
• Understand prerequisites to install BIO for Microsoft Dynamics SL on Microsoft SQL Server 2005 and Microsoft SQL Server 2000.

Chapter 3: Installing BIO for Microsoft Dynamics SL

This chapter identifies the main elements of BIO for Microsoft Dynamics SL. The purpose of this chapter is to describe the information required to install BIO for Microsoft Dynamics SL on Microsoft SQL Server 2005. Students will also learn to create a default Reporting unit.

Main Topics
• Installing BIO for Microsoft Dynamics SL

Lab: Installation
• Installing BIO for Microsoft Dynamics SL.

The goals for completing this chapter are for students to:
• Install BIO for Microsoft Dynamics SL.

Chapter 4: Working With BIO for Microsoft Dynamics SL

This chapter helps students become familiar with the icons used in BIO for Microsoft Dynamics SL. The chapter also explains how to connect to BIO for Microsoft Dynamics SL.

Main Topics
• Getting Around in BIO
• Connecting to BIO

Lab: Connecting
• Connecting to BIO

The goals for completing this chapter are for students to:
• Understand how various icons that appear in toolbars are used and where they are located.
• Understand how to connect to BIO for Microsoft Dynamics SL.

Chapter 5: Administering BIO for Microsoft Dynamics SL

This chapter examines the Administration window within BIO for Microsoft Dynamics SL. Students will learn how to load and execute Definition Files and learn how to create, modify, execute, and schedule Data Extract packages. The chapter also reviews the settings available within BIO for Microsoft Dynamics SL.

Main Topics
• Administration Window
• Definition Files Tab
• Data Extract Tab
• Settings Tab
• Segments Tab
• Reporting Units Tab

Lab: Administration
• Creating a User-Defined Data Extract Package

The goals for completing this chapter are for students to:
• understand the various tabs and fields and settings of the Administration Window.
• load and execute Definition Files.
• create, modify, and schedule Data Extract packages.
• Create a user-defined Data Extract Package.

Chapter 6: Member Properties, Hierarchy Builder, and Cube Catalog

The chapter explores the function of Member Properties, Hierarchy Builder and Cube Catalogs within BIO for Microsoft Dynamics SL.

Main Topics
• Member Properties
• Hierarchy Builder
• Cube Catalog

Lab: Cube Catalog Scheduling
• Scheduling a Cube to be Processed

The goals for completing this chapter are for students to:
• Understand the function of Member Properties within BIO for Microsoft Dynamics SL
• Understand the function of the Hierarchy Builder within BIO for Microsoft Dynamics SL.
• Understand the function of the Cube Catalog and cube templates within BIO for Microsoft Dynamics SL.
• Schedule a Cube for processing.

Chapter 7: Utilities and Security

This chapter helps the student become aware of the utilities that are available within BIO for Microsoft Dynamics SL. The chapter also explores these functions of the utilities available within BIO for Microsoft Dynamics SL. Students will gain an understanding of the two types of BIO users when viewed from a security standpoint.

Main Topics
• Utilities
• Security
• Void Payments

The goals for completing this chapter are for students to:
• Create Segment Dimensions.
• Synchronize with SSAS.
• Add a Reporting Unit.
• Purge the Facttable.
• Run the Integrity Check
• Audit Facttable Mappings
• Understand the differences between Administrator and General Users from a security perspective.

Chapter 8: Installing BIO Vue for Microsoft Dynamics SL

This chapter describes how to install BIO Vue for Microsoft Dynamics SL. The chapter also helps students understand the function of the Database Registration Wizard within BIO Vue for Microsoft Dynamics SL. Students will learn how to set up the BIO Vue Server service to log on under a different account.

Main Topics
• System Requirements
• Backwards Compatibility
• Installation
• Database Registration Wizard
• Changing the Account to Run BIO Vue Server Service

Lab: Installing BIO Vue
• Installing BIO Vue

The goals for completing this chapter are for students to:
• Understand the process of installing BIO Vue for Microsoft Dynamics SL.
• Understand the function of the Database Registration Wizard within BIO Vue for Microsoft Dynamics SL.
• Understand how to set up the BIO Vue Server service to log on under a different account.
• understand system requirements.
• understand backwards compatibility of Views.
• Understand how to change the Account to Run BIO Vue Server Service
• Install BIO Vue

Chapter 9: Viewing and Managing Licenses

This chapter shows you how to connect to the BIO Vue Server using the BIO Vue Explorer. Students will also learn how to view the license information and how to manage Client Access Licenses (CALs) within BIO Vue Explorer.

Main Topics
• Connecting to BIO Vue Server
• Viewing License Information
• Managing CALs (Client Access License)
• Generate Recurring Invoices

Lab: Client Access Licenses (CALs)
• Manually assign a Client Access License (CAL) to the Administrator account.

The goals for completing this chapter are for students to:
• Understand how to connect to the BIO Vue Server using the BIO Vue Explorer.
• Understand how to view the license information within BIO Vue Explorer.
• Understand how to manage Client Access Licenses (CALs) within BIO Vue Explorer.

Chapter 10: Introduction to BIO Vue Explorer

This chapter helps students become familiar with using the BIO Vue Explorer application included with BIO Vue for Microsoft Dynamics SL. Students will also gain an understanding of some of BIO Vue Server’s Items such as Folders, Data Sources, Databases, Views, Images, and Shortcuts. The chapter also guides students in how to create, modify, and delete Items using BIO Vue Explorer.

Main Topics
• Introduction to BIO Vue Explorer
• BIO Vue Server Items
• Folder Items
• Data Source Items
• Database Items
• View Items
• Image Items
• Shortcut Items

Lab: Items
• Adding a New Folder Item

The goals for completing this chapter are for students to:
• Be familiar with the BIO Vue Explorer
• Understand some of BIO Vue Server’s Items such as Folders, Data Sources, Databases, Views, Images, and Shortcuts.
• Understand how to create, modify, and delete Items using BIO Vue Explorer.
• Know how to add a new Folder Item.

Chapter 11: Item Security

The objective of this chapter is to familiarize the student with Item Security and its components, such as Item Permissions, Item Roles, Item Policies, and User-Defined System Properties.

Main Topics
• Introduction to Item Security, including a review of Item and System Permissions.
• Sessions.
• Item Permissions.
• Item Roles.
• Item Policies.
• User-defined and System Properties

The goals for completing this chapter are for students to:
• Understand Item Security, including differences between Item and System Security.
• Understand how BIO Vue Server uses Sessions to authenticate users.
• Learn about how BIO Vue Server uses Item Permissions, Item Roles, Item Policies, and User-defined and System Properties for Item Security.

Chapter 12: Managing BIO Vue Server

This chapter helps students become familiar with different sections of the Manage BIO Vue Server page, such as Version Information, Security, Activity & Log, and Settings. This chapter also familiarizes students with System Security, including System Permissions, System Roles, System Policies, and Accounts.

Main Topics
• General Overview to Managing BIO Vue Server.
• Version Information.
• Security.
• System Security – Introduction.
• System Permissions.
• System Roles.
• System Policies.
• Accounts.
• Activities & Log – Active Sessions
• Activity & Log – View Log
• Settings – Search Logic

Lab: New System Role
• Adding a New System Role

The goals for completing this chapter are for students to:
• Be familiar with managing the different sections of the BIO Vue Server.
• Understand managing System Security in the BIO Vue Server.
• Know how to add a new System Role

Chapter 13: Providers

This chapter helps students become familiar with different with the different Providers that can be used with BIO Vue Server, such as Catalog Providers, Security Providers and Log Providers.

Main Topics
• Introduction to Providers.
• Catalog Provider.
• Security Providers.
• Log Providers.

Lab: Log Providers
• Locate the file that contains the reference to a Log Provider

The goals for completing this chapter are for students to:
• Be familiar with different Providers that can be used with BIO Vue Server, including:

Catalog Providers
• Security Providers
• Log Providers

Chapter 14: Application Program Interfaces (API)

This chapter helps students become familiar with the BIO Vue Server API. The chapter also reviews URL API, including HTTP Handler, URL API Syntax, and URL API – Encoded Characters, and URL API - Exceptions. Students will review Configuration Files that administrators can use to change or set settings that affect how the application runs.

Main Topics
• BIO Vue Server API.
• URL API.
• Configuration Files.

The goals for completing this chapter are for students to:
• Be familiar with the BIO Vue Server API.
• Be familiar with the URL API
• Be familiar with the configuration files and settings available in the BVServer.exe.config file

Chapter 15: BIO Vue Client

This chapter helps students become familiar with the options for installing BIO Vue Client. Students will learn how to open a View in BIO Vue Explorer and installation from a link within an HTML page. The chapter also reviews the BIO Vue language editions available.

Main Topics
• BIO Vue Client - Introduction.
• Installation.
• BIO Vue Language Editions.
• Updates and Upgrades.

Lab: Installing BIO Vue Client
• Install BIO Vue Client

The goals for completing this chapter are for students to:
• Be familiar with the BIO Vue Client and how to install it.
• Understand how to open a view in the BIO Vue Explorer.
• Understand how to install from a link within an HTML page.
• Be familiar with BIO Vue language editions that are available

Chapter 16: Maps

This chapter helps students become familiar with how BV-Connect for Maps works and how it can be extended and configured. Students will learn about how Maps are organized in libraries and layers. The chapter also reviews Shape files (.shp), Database files (.dbf), and the libinfo.xml file, including the tags used in the libinfo.xml file.

Main Topics
• Introduction to BV-Connect for Maps.
• Directory Structure.
• Libraries, Layers, and Shapes.
• Mapping File.
• Tag Reference.
• More Examples.

Lab: Library Name
• Look up Library Name

The goals for completing this chapter are for students to:
• Be familiar with how BV-Connect for Maps works and how it can be extended and configured.
• Be familiar with how Maps are organized in libraries and layers.
• Be familiar with Shape files (.shp), Database files (.dbf) and the libinfo.xml file.
• Understand the tags used with the libinfo.xml file.
• Be able to look up a Library Name.

Chapter 17: Analysis Services

This chapter helps students become familiar with the required components and settings to connect to Microsoft SQL Server 2005 Analysis Services. This chapter discusses specific Data Source Item settings and specific Database Item settings.

Main Topics
• BV-Connect for Analysis Services.
• PivotTable Services, MDAC, DSO
• Windows Integrated Authentication
• Analysis Services Data Source Settings.
• Provider Specific.
• Analysis Services Database Settings.

The goals for completing this chapter are for students to:
• Be familiar with the required components and settings to connect to Microsoft SQL Server 2005 Analysis Services, as well as specific Data Source and Database settings.
• Learn about PivotTable Services, MDAC, and DSO
• Understand the relationship between BIO and Windows Integrated Authentication, as well as restrictions of this feature.
• Know how to configure Analysis Services Data Source Settings
• Learn about how to specify PivotTable Service Properties in the Provider Specific field when adding an Analysis Services Data Source in BIO Vue Explorer.
• Learn how to configure Analysis Services Database Settings

Chapter 18: BIO Vue Template Setup Utility

This chapter helps students become familiar with installing the BIO Vue Template Setup Utility and installing the packaged BIO Vue Views.

Main Topics
• Installing BIO Vue Template Setup Utility.
• Installing Packaged BIO Vue Views.

Lab: Installing Packaged BIO Vue Views
• Install packaged BIO Vue Views

The goals for completing this chapter are for students to:
• Know how to install BIO Vue Template Setup Utility.
• Know how to install the packaged BIO Vue Views.

Appendix A: Answers to Review Questions

This appendix provides answers to Review Questions found at the end of each chapter.

Appendix B: How to Manually Create a Reporting Unit

This chapter walks the student through manually creating a Reporting Unit.

This chapter is optional and can be skipped at the instructor's discretion. If the instructor feels that each student's background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.

Main Topics
• Connecting to BIO
• Creating a Reporting Unit
• Editing a Reporting Unit
• Applying Database Updates
• Importing Definition Files
• Creating Segment Dimensions
• Creating a Data Extract Package
• Executing a Data Extract Package
• Loading Measures, Cubes, and Templates

The goals for completing this chapter are for students to:
• Manually create a Reporting Unit.

Appendix C: BIO Vue Directory and Registry Structure

This Appendix provides file names and descriptions of files that are installed on the system, in the Directory and Registry, upon installation of BIO Vue, as well as BIO Vue Client.

This chapter is optional and can be skipped at the instructor's discretion. If the instructor feels that each student's background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.

Main Topics
• BIO Vue Directory and Registry Structure
• BIO Vue Client Directory and Registry Structure

The goals for completing this chapter are for students to:
• Identify file names and descriptions of files that are installed on the system, in the Directory and Registry, upon installation of BIO Vue, as well as BIO Vue Client.

Appendix D: Permissions Overview

This Appendix provides an overview of the System and Item Permissions needed for each individual Method, available for BIO Vue Server’s Web Service.

This chapter is optional and can be skipped at the instructor's discretion. If the instructor feels that each student's background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.

Main Topics
• Permissions Overview

The goals for completing this chapter are for students to:
• Identify permissions necessary to be established for each individual Method for BIO Vue Server’s Web Service..

Appendix E: Ports and Protocols

This Appendix provides an overview of the how BIO Vue Explorer communicates with BIO Vue Server’s Web Service, using Ports and Protocols.

This chapter is optional and can be skipped at the instructor's discretion. If the instructor feels that each student's background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.

Main Topics
• Communication over HTTP Protocol
• Ports

The goals for completing this chapter are for students to:
• understand how BIO Vue Explorer communicates with BIO Vue Server’s Web Service, using Ports and Protocols.

Appendix F: Removing the Software

This appendix describes how to uninstall the BIO Vue software

This chapter is optional and can be skipped at the instructor's discretion. If the instructor feels that each student's background provides sufficient experience in these topic areas, then the instructor reserves the right to skip this chapter.

Main Topics
• Removing BIO Vue for Microsoft Dynamics SL
• Removing BIO Vue Client
• Removing BIO for Microsoft Dynamics SL

The goals for completing this chapter are for students to:
• Uninstall the BIO Vue software, including BIO Vue for Microsoft Dynamics SL, the BIO Vue Client and BIO.

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