Book Image

Microsoft Dynamics NAV Administration

Book Image

Microsoft Dynamics NAV Administration

Overview of this book

Microsoft Dynamics NAV is an Enterprise Resource Planning (ERP) software product that integrates financial, manufacturing, supply chain management, sales and marketing, project management, human resources, and services management information from across your organization, into a centralized database. It can take hours to browse through documentation and references available online to learn how to install, configure, deploy and administer Dynamics NAV. This book aims to offer quick-start information in one place.You will be amazed to find out how easily you can administer Dynamics NAV using this quick step-by-step guide. This book also has recommendations for software and hardware requirements including operating system considerations and hardware considerations for administering Dynamics NAV to your advantage. It covers some advanced functions to set up periodic activities, common batch jobs, and create object files. It will also guide you to secure your database by creating backups and improving performance with practical examples.First you will look at the considerations for deploying Dynamics NAV and best practices and the most important aspects of every ERP installation. Then you will install Dynamics NAV—client and server components and use Dynamics NAV with the Microsoft Stack.We discuss the Dynamics NAV Security Architecture including security recommendations and best practices. You will then create and restore backups. This book covers some recommendations about performance tuning—using appropriate code syntax, proper hardware sizing, and considerations for writing customized C/AL code while using SQL Server database.Finally, you will set up procedures for scheduling pre-defined reoccurring processes, error and exception handling procedures, and provide mechanisms for automatic data processing on the server. Also, you will learn different methods used in handling, promoting to the database, and creating object files—tables, reports, codeunits, forms, pages, dataports and XMLports.
Table of Contents (15 chapters)
Microsoft Dynamics NAV Administration
Credits
Foreword
About the Authors
About the Reviewers
Preface
Free Chapter
1
Setting up the Environment for Dynamics NAV

Preface

Microsoft Dynamics NAV is an Enterprise Resource Planning (ERP) software product that integrates financial, manufacturing, supply chain management, sales and marketing, project management, human resources, and services management information from across your organization, into a centralized database. It can take hours to browse through documentation and references available online to learn how to install, configure, deploy and administer Dynamics NAV. This book aims to offer quickstart information in one place.

You will be amazed to find out how easily you can administer Dynamics NAV using this quick step-by-step guide. This book also has recommendations for software and hardware requirements, including operating system considerations and hardware considerations for administering Dynamics NAV to your advantage. It covers some advanced functions to set up periodic activities, common batch jobs, and create object files. It will also guide you to secure your database by creating backups and improve performance with practical examples.

What this book covers

Chapter 1, Setting up the Environment for Dynamics NAV, as the name suggests, is all about how we can set up the environment for Dynamics NAV, what the prerequisites are, among other things.

Chapter 2, Installing Dynamics NAV, discusses 5.0 SP1 Dynamics NAV C/SIDE client installations, followed by installation of a C/SIDE database server. It also walks us through the process of installing the Dynamics NAV 2009 RoleTailored client and also the Dynamics NAV server.

Chapter 3, Integrating Dynamics NAV with the Microsoft Platform, shows how Dynamics NAV is integrated with the rest of the Microsoft Stack, including SharePoint and other Office applications.

Chapter 4, Securing Dynamics NAV Applications, talks about security, roles, permissions, and other related topics for the Dynamics NAV application.

Chapter 5, Backing up and Restoring a Dynamics NAV Database, helps us create a backup and restore it using the Dynamics NAV client. It also looks at how to handle error messages encountered while restoring.

Chapter 6, Performance Tuning, is all about configuring a SQL Server database for Microsoft Dynamics NAV by defining database and transaction log files, configuring RAID 10, and defining rules using collations. It also looks into fine-tuning the performance of the database for Dynamics NAV by using Sum Index Flow Technology, and by accessing and modifying the properties of the indexes. Finally, the chapter also discusses identifying and troubleshooting performance issues by updating the statistics and using the tools available in SQL Resource Kit.

Chapter 7, Setting up Periodic Activities, Stylesheets, and Rapid Implementation Methodology, starts with how to set up recurring jobs, which can be run automatically at a preset time and a set frequency. It then speaks about the functional aspect and some of the most common batch jobs that are required in business. The final part talks about rapid implementation in NAV.

Chapter 8, Updating Objects and Virtualization with Dynamics NAV, speaks about what virtualization is, its types, and advantages. It then helps us understand how Dynamics NAV is supported in virtualization.

Chapter 9, Business Intelligence, starts with what Business Intelligence is, its categories, and product scenarios for each category. It then moves to the inherent BI capabilities in Dynamics NAV. Finally, it walks us through steps for designing reports in NAV 2009 and testing them.

Who this book is for

If you want to get started in administering Dynamics NAV, this book is for you. Readers need not have any previous experience with Dynamics NAV.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: "Once we have copied the client files, use fin.exe or finsql.exe to run the appropriate version of Dynamics NAV."

When we wish to draw your attention to a particular part of a code block, the relevant lines or items will be shown in bold:

IF GLEntry.FINDSET THEN
REPEAT UNTIL GLEntry.NEXT = 0;

Any command-line input or output is written as follows:

Copy sn.exe -T <assembly>

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in our text like this: "There are two options available while installing the Dynamics NAV Classic database server—Typical and Custom."

Note

Warnings or important notes appear in a box like this.

Note

Tips and tricks appear like this.

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