Installation and Configuration in Microsoft Dynamics GP 2010 (80226)

Module 1: Microsoft Dynamics GP System Requirements and SQL Server InstallationThis module looks at how to install Microsoft SQL Server 2008 for Microsoft Dynamics GP. An installation is not performed in class, but important installation decisions are discussed. This module also discusses installing SQL Server 2008 Express for use with Microsoft Dynamics GP. In addition, terminal server and virtualization requirements and system optimization recommendations are discussed.Lessons

• Microsoft Dynamics GP SQL Server Requirements
• Hardware Recommendations and Configurations
• Terminal Server and Virtualization Requirements
• Optimize the System for Microsoft SQL Server
• Install Microsoft SQL Server 2008
• Microsoft SQL Server 2008 Express System Requirements, Installation, and Configuration

After completing this module, students will be able to:

• Identify the requirements and prerequisites for Microsoft Dynamics GP.
• Install Microsoft SQL Server 2008.
• Install SQL Server 2008 Express.

Module 2: Data Server Installation and UtilitiesThis module 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 module also examines how to set up Microsoft Dynamics GP databases, account framework, additional sorting options, and additional tasks using Microsoft Dynamics GP Utilities. The module focuses on the steps performed during and immediately after the installation of Microsoft Dynamics GP program files. Lessons

• Initial Installation
• Microsoft Dynamics GP Utilities basic and advanced installation options
• Dynamics Database Initialization
• Account Framework Setup
• Set System Options
• Sample Company Initialization
• Create Additional Companies
• Troubleshoot Errors

Lab : Install Microsoft Dynamics GPLab : Run Microsoft Dynamics GP UtilitiesAfter completing this module, students will be able to:

• Install Microsoft Dynamics GP in a client and server environment.
• Review the purpose of Microsoft Dynamics GP Utilities.
• Use Microsoft Dynamics GP Utilities to configure a basic installation.
• Use the Microsoft Dynamics GP Utilities advanced installation option to customize the configuration process.
• Verify the system database initialization process.
• Perform additional tasks in Microsoft Dynamics GP Utilities.
• Troubleshoot initialization errors.

Module 3: Client Installation, Components, and MaintenanceThis module provides guidance for when users are installing Microsoft Dynamics GP on a client workstation, including adding and removing features and components after the initial installation. Client requirements are examined, in addition to the ability to install the client using a client installation package. This module also identifies how to automate the process of applying updates—such as service packs and customizations—to the Microsoft Dynamics GP application by using the automatic updates feature. Finally, this module discusses the files installed during the Microsoft Dynamics GP installation and examines how identity columns and stored procedures are used in Microsoft Dynamics GP.Lessons

• Client Requirements and Installation
• Adding or Removing Additional Features
• Create and Use a Client Installation Package
• Apply Service Packs and Updates Using Automatic Updates
• Installation Components and Files
• Identity Columns
• Stored Procedures

Lab : Create client installation packageAfter 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 workstation.
• Synchronize the account framework.
• Create the Installation Package.
• Install a client workstation using the Installation Package.
• Identify where to find the latest service packs for Microsoft Dynamics GP.
• Publish automatic updates.
• Install client updates.
• Identify the components and files installed by Microsoft Dynamics GP.
• Discover the dictionaries and application files used by Microsoft Dynamics GP.
• Examine how identity columns are used in the Microsoft Dynamics GP database model.
• Identify how stored procedures are used by Microsoft Dynamics GP.

Module 4: System ManagerThis module examines the System manager components of Microsoft Dynamics GP, including the creation of users, security tasks, security roles, and other system options.Lessons

• System Setup
• User Setup and Access
• Security Tasks
• Security Roles
• Alternate/Modified Forms and Reports
• User Activity and Preferences
• Company Setup

Lab : System Manager (User Setup and Security)After completing this module, students will be able to:

• Create or modify the system password.
• Register Microsoft Dynamics GP.
• Specify system preferences.
• Switch users and companies.
• Edit the Dynamics.set launch file.
• Create users and define access to companies.
• Use Security Tasks, Roles, and Alternate/Modified Forms and Reports to define security.
• Track user activity.
• Configure user preferences.
• Set up company information.

Module 5: Post Installation AdministrationThis module examines the database options 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, the Microsoft Dynamics GP Database Maintenance Utility, and Microsoft Dynamics GP maintenance procedures are discussed.Lessons

• Database Options
• Database Backup and Restore Procedures
• Microsoft Dynamics GP-SQL Maintenance
• Microsoft Dynamics GP Database Maintenance Utility
• SQL Database Maintenance (DBCC)
• Use the Microsoft SQL Server Maintenance Plan Wizard
• Microsoft Dynamics GP Maintenance Procedures

Lab : Back up databaseLab : Drop and create auto procedureAfter completing this module, students will be able to:

• Back up Microsoft Dynamics GP databases.
• Use SQL database maintenance procedures.
• Use the Microsoft Dynamics GP Database Maintenance Utility to recreate database objects.
• Maintain the SQL database.
• Use the Microsoft SQL Server Maintenance Plan Wizard.
• Maintain Microsoft Dynamics GP data.

Module 6: Optimize Performance and TroubleshootingThis module 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 module 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.Lessons

• Windows Server Considerations
• SQL Server Configuration
• Optimize an SQL Relational Database
• Analyze Network and SQL Server Performance
• Optimization Summary
• Troubleshooting - Identify the Issue
• Troubleshooting - Types of Issues and Resolution Sources
• Batch Recovery Process

Lab : SQL Memory OptionsLab : Using SQL ProfilerLab : Create dexsql.logAfter completing this module, students will be able to:

• Apply recommended settings for a Windows Server 2003 and Windows Server 2008.
• Use System Monitor to analyze operating system bottlenecks.
• Configure SQL Server memory options.
• Optimize an SQL relational database.
• Analyze performance by monitoring SQL Server with System Monitor.
• Summarize optimization settings.
• Identify technical issues in Microsoft Dynamics GP.
• Categorize technical issues in Microsoft Dynamics GP.
• Select the appropriate tool to assist in troubleshooting issues.
• Use tools to identify and resolve issues.
• Recover from an interrupted posting process in Microsoft Dynamics GP.

Module 7: Process ServerThis module covers the basics of setting up Process Server including defining the terms and components of Process Server. Additionally, the module helps users define tasks to run remotely and define which servers will run remote tasks.Lessons

• 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:

• Review the basics of the Process Server.
• Identify Process Server system requirements and considerations.
• Set up and configure Process Server.
• Modify the location where Process Server reports are saved.
• View processes in Process Monitor.
• View and purge the Process Server log.

Module 8: ReportingThis module provides an overview of Report Writer, SQL Reporting Services, Excel Reports, Microsoft Word templates, and e-mail report distribution. It does not explore these topics in detail. This module also discusses how to set up the Report Scheduler option. Lessons

• Report Writer Overview
• SQL Server Reporting Services
• SQL Server Reporting Services Wizard
• Microsoft Report Server Project Wizard
• Microsoft Office Excel Reports
• Configure and Deploy Data Connections and Excel Reports
• Microsoft Word Templates
• Distribute Reports by E-Mail
• Report Scheduler

Lab : Create a Modified ReportLab : Create a Custom ReportLab : Deploy Excel ReportsLab : Schedule a reportAfter completing this module, students will be able to:

• Explain the purpose of Report Writer.
• Describe the types of reports that can be created in Report Writer.
• Deploy and configure the Microsoft SQL Server 2008 Reporting Services reports with
• Microsoft Dynamics GP.
• Explain how to use the Microsoft Report Server Project Wizard in the SQL Server Business Intelligence Development Studio.
• Deploy and manage Microsoft Excel Reports for Microsoft Dynamics GP.
• Configure Microsoft Office Word Templates for Microsoft Dynamics GP.
• Configure e-mail distribution of reports.
• Define the characteristics of Report Scheduler.
• Configure Report Scheduler.

Additional ReadingAppendix A: Job AidsThis appendix provides checklists for system installation and configuration, and details for commonly used reports.Lessons

• Microsoft Dynamics GP Checklist
• Microsoft SQL Server Installation Checklist
• System Setup Checklist
• Process Server Checklist
• Reports

After completing this appendix, 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.

Appendix B: Additional ComponentsThis appendix contains information about the additional components available with the Microsoft Dynamics GP installation.Lessons

• Installation Media Content
• Microsoft Dynamics GP Features

After completing this module, students will be able to:

• Locate components and products that are available on the Microsoft Dynamics GP installation media.