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Installation and Configuration in Microsoft Dynamics NAV 5.0

Course 8870: Two days; Instructor-Led

Introduction

Elements of this syllabus are subject to change.

This two-day course is designed for students who are preparing to complete the installation and configuration of Microsoft Dynamics NAV. The course primarily provides explanation of the databases and servers associated with Microsoft Dynamics NAV, client hardware and software requirements, and various database administrative tasks.

Audience

This course is intended for Microsoft Dynamics Partner professionals and Consultants who are responsible for the installation and configuration of a customer’s hardware and software environment.

At Course Completion

After completing this course, students will be able to:

Understand the Architecture

Know Hardware and Software Requirements

Complete Microsoft Dynamics NAV Client Installation

Install and Configure the Microsoft Dynamics NAV Database Server

Connect to the Microsoft Dynamics NAV SQL Server 2005 Option

Install and Configure Microsoft Dynamics NAV Application Server

Know the Microsoft Dynamics NAV ODBC Driver

Comprehend Microsoft Dynamics NAV Security

Use Database Administration Tools

Understand Microsoft Dynamics NAV Optimization

Do Troubleshooting of Microsoft Dynamics NAV

Prerequisites

Before attending this course, students must have:

A strong understanding of Clients and Servers

A strong understanding of Microsoft SQL Server2005

In addition, it is recommended, but not required, that students understand the Microsoft Dynamics NAV development environment.

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 Dynamics NAV 5.0 database or above.

Course Outline

Chapter 1: Hardware and Software Requirements

Before you begin installing and configuring Microsoft Dynamics NAV, 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 Useful Controls

Hardware and Software Requirements Creating Buttons

2-Tier and n-Tier Solutions

After completing this module, students will be able to:

Choose the Installation Type

Choose the Correct Equipment

Know what Tier solution to Choose

Chapters 2: Microsoft Dynamics NAV 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 Navision and how they work.

Main Topics

The Microsoft Dynamics NAV Client/Server Environment

The Server Options

The Microsoft Dynamics NAV Security Model

After completing this module, students will be able to:

Explain the Client/Server Environment

Explain the Microsoft Dynamics NAV Security Model

Chapter 3: Microsoft Dynamics NAV Client Installation

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

Main Topics

Choosing the Installation Type and Equipment Useful Controls

Hardware and Software Requirements Creating Buttons

2-Tier and n-Tier Solutions

After completing this module, students will be able to:

Choose the Installation Type

Choose the Correct Equipment

Know what Tier solution to Choose

Chapter 4: Microsoft Dynamics NAV Database Server

This chapter discusses the Microsoft Dynamics NAV 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 Dynamics NAV Database Server

Importing a Database into Microsoft Dynamics NAV Database Server

Running more than one Server

System Setup

Single-User and Client Setup Properties

Microsoft Dynamics NAV Database Server and Setup Properties

Setting the Program Properties

Working with Databases

After completing this module, students will be able to:

Install a Microsoft Dynamics NAV Database Server

Install and Run more than One Server at a Time Complete the System Setup

Work with the Microsoft Dynamics NAV Program Properties

Chapter 5: Microsoft Dynamics NAV SQL Server 2005 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 will be able to:

Install a to Configure a SQL Server 2005 Option

Install Clients on at a Customers site

Work with Databases

Create and maintain a Database

Setup Microsoft Dynamics NAV Security

Chapter 6: Microsoft Dynamics NAV Application Server (NAS)

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

Main Topics

Getting Started with NAS

NAS Setup

Microsoft Dynamics NAV Automated Data Capture System (ACDS)

After completing this module, students will be able to:

Install a Microsoft Dynamics NAV Application Server

Configure the NAS

Discuss the Requirements and Setup of ACDS

Chapter 7: Microsoft Dynamics NAV 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 will be able to:

Know the ODBC Terminology

Discuss the ODBC Driver Functionality

Discuss Data Types

Install the Multilanguage Functionality

Chapters 8: Microsoft Dynamics NAV 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 Dynamics NAV

Active Directory Service Security

Logins, Roles, and Permissions

Applying Security Filters in SQL

User Specific Setups

Additional Security Features

After completing this module, students will 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 9: 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 will be able to:

Discuss MenuSuite Fundamentals

Navigate the Navigation Pane

Design the Microsoft Dynamics NAV 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

Chapters 10: Microsoft Dynamics NAV Database Administration Tools

This chapter shows you how to manage the database and familiarize you with the tools that Microsoft Dynamics NAV provides. This chapter contains guidelines for maintaining Microsoft Dynamics NAV databases on both the Database Server and SQL Server. This includes when and how to back up your Microsoft Dynamics NAV 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 will be able to:

Manage a Microsoft Dynamics NAV Database

Maintain a Microsoft Dynamics NAV Database and a SQL Database

Chapter 11: Microsoft Dynamics NAV 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 12: Troubleshooting Microsoft Dynamics NAV

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

Main Topics

Setting up a Test Environment

Identifying Performance Problems

How to Identify Lock Issues

Determine Bottlenecks within the Microsoft Dynamics NAV System

After completing this module, students will 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

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