31,19 €
Mehr erfahren.
- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
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.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 190
Veröffentlichungsjahr: 2010
Ähnliche
Table of Contents
Microsoft Dynamics NAV Administration
Microsoft Dynamics NAV Administration
Copyright © 2010 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, Packt Publishing, nor its dealers or distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: September 2010
Production Reference: 1170910
Published by Packt Publishing Ltd. 32 Lincoln Road Olton Birmingham, B27 6PA, UK.
ISBN 978-1-847198-76-1
www.packtpub.com
Cover Image by Sandeep Babu ( <[email protected]> )
Credits
Authors
Sharan Oberoi
Amit Sachdev
Reviewers
Dhan Raj Bansal
Tony Hemy
Acquisition Editor
Sarah Cullington
Development Editor
Reshma Sundaresan
Technical Editors
Gaurav Datar
Manjeet Kaur Saini
Copy Editors
Janki Mathuria
Sanchari Mukherjee
Editorial Team Leader
Gagandeep Singh
Project Team Leader
Ashwin Shetty
Indexer
Monica Ajmera Mehta
Proofreader
Sandra Hopper
Production Coordinators
Arvindkumar Gupta
Kruthika Bangera
Cover Work
Arvindkumar Gupta
Foreword
The Microsoft acquisition of Navision in 2002 changed this world-class ERP solution forever. Microsoft’s deep R&D and extensive partner network fueled NAV into the fastest growing mid-market ERP globally. Hallmarks of Navision are its ease of installation, configuration, and use. Its strong architecture, layered development platform, and user-friendly interface enables quick ROI and high end-user adoption. From simple origins, NAV has grown into a fully scalable, robust application with strong positioning among the top-tier ERP products. The recent release of the RoleTailored client enables step-level changes in user adoption and productivity. More and more international businesses are adopting NAV, either as a hub and spoke model, or as an enterprise ERP application.
This book highlights some key areas of Dynamics NAV and the corresponding integration of other Microsoft technology. The book will appeal to beginners, users, and partners alike.
Dave Miller—General Manager, Microsoft Canada (MBS)
About Dave Miller
Dave Miller is the GM of MBS Canada. His team is responsible for driving the growth of the ERP and CRM businesses.
Dave has been in the IT industry for 23 years. His career has spanned services, outsourcing, infrastructure, and software. Dave has held positions of increasing responsibility with leading IT firms including Xerox, EMC, and most recently SAP, where he was Regional VP for Central Canada.
Dave holds an Honors Commerce degree from Laurentian University and a Bachelor of Science Degree in Computer Science from Brock University.
About the Authors
Sharan Oberoi is a seasoned Microsoft Dynamics professional and has more than 11 years of experience working as an architect, consultant, and business leader for Microsoft Dynamics products. He works for Tectura in an advisory role.
He has helped various organizations with large-scale, global, successful implementations of Microsoft Dynamics NAV. Sharan has also built and grown high-performing, culturally diversified, and geographically dispersed consulting teams. At the start of his Microsoft Dynamics career, Sharan was an instrumental startup team member for Microsoft Dynamics NAV (Navision) in India. He led a small team to localize and release Microsoft Dynamics NAV in India and subsequently evangelize Microsoft Dynamics NAV across the newly established partner channel in India.
Sharan worked as a consultant for a few US-end clients before moving to New Zealand. He gained his Big 4 consulting experience while working for Ernst & Young in New Zealand for a few years. In 2007, he moved to Vancouver, Canada with his family and started working as a team leader for Tectura. While at Tectura, Sharan has handled diverse roles and has been involved in various product teams and global clients, with complex, high-risk product implementations and application rollouts.
Having worked for organizations such as Tectura, Ernst & Young, and Navision (now Microsoft), Sharan has lived and worked in a dozen or more countries, touching almost every continent. He has worked with clients from diverse industries including ports, financial services, agri businesses, energy and power generation, shipping, and so on.
I believe my Thanks section would go longer than my own profile. I've taken so much from so many people in terms of love, support, knowledge, experience, and so on, that it would be unfair to miss any of them.
I would like to thank my wife Gurvinder for her unconditional support in this project. While I was busy toiling away for the last few months to write this book, she's been busy juggling her own work, taking care of our two beautiful kids, and helping me write this book. I hope I am able to compensate the time I stole from her quota.
Big thanks to my Dad, Mom, and Sister for believing in me and providing me with a rock-solid support and value system to live an honest and positive life, full of love, and giving me the confidence to always take the right path.
Thanks to all my friends and family who have been with us for so many years and to those who have supported me throughout the writing of this book.
Thanks a lot to my dear friend and coauthor of this book, Amit Sachdev, for his endurance, support, and knowledge for finishing this book.
I would like to express my sincere gratitude to Terry Petrzelka, Lisa Mathias, Vince Castiglione, Chris Harte, Chuck Famula, Kathy Nohr, Naeem Shafi, Tara, and Michael Hamby from Tectura, Claus Hamann from the ex Ernst & Young NAV team and Harmeet Singh from Microsoft for their encouragement and support during the writing of this book and otherwise.
I cannot thank enough, the late Mr. Yash Nagpal for keeping faith in my abilities and giving me some of the most important opportunities in the early years of my career.
For the many nights that I have not been able to tuck you both into bed and for the long winter evenings that I have not been able to play with you, while I was finishing up this book—this work is dedicated to the two precious jewels of my life Kudrat and Nimar.
Amit Sachdev works as a Technology Advisor for Dynamics products and the lead for SureStep methodology programs at Microsoft Canada. He is responsible for "Dynamics" product awareness, strategic engagement with Microsoft partners, building successful Dynamics practices, and ensuring the use of best principles for partners around delivery and implementation methodologies.
Amit has diverse professional experience, and in the past has worked in various capacities including advisory consulting, management, designing, and implementing business solutions in many countries, spanning across various industries and market segments.
He holds an Engineering degree in Electronics and various awards and certifications in both Microsoft and non-Microsoft technologies. Apart from his eminence as a seasoned "Dynamics" professional, Amit has also been instrumental in providing strategic direction to various startups and sits on the board and advisory panels of various non IT and IT-related companies.
I want to thank everyone who graciously agreed to help me in completing this book. I wouldn't have been successful without the support from my colleagues, my team, family, and friends who've always been there for me.
Although my list would be endless, I would particularly like to cite (in alphabetical order), Al Fournier, Brad Pawlak, Dan Brown, Dave Miller, Flemming Klaussen, Harmeet Singh, John MacDonald, Joyce Lafleur, Monica Sarna, Morris Mele, Raouf Kishk, and Vishal Rajput for their endless help and motivation.
I would be remiss if I did not convey my special gratitude to my friend and ex-colleague, Martin Beechener, Sharan Oberoi (the co-author of this book), and Tony Hemy (reviewer of this book) for their contribution, knowledge, and continuous support.
Last, but not least, my special thanks to my parents, my wife, my sister, and my lovely son, who have always believed in my abilities and provided me with all the love and happiness in life.
About the Reviewers
Dhan Raj Bansal graduated in Electronics & Instrumentation Engineering from Kurukshetra University. After scoring All India Rank 6 in the national-level entrance test called GATE (Graduate Aptitude Test in Engineering) in 2003, he got through in prestigious Indian Institute of Science, Bangalore (India) in M.Tech (Instrumentation Engineering). In 2005, he started his professional career as Navision Technical Consultant with PwC, India.
Currently Dhan Raj works as a Freelance NAV Developer and Business Analyst. He has worked for clients in the US, UK, Denmark, Australia, Dubai, Nigeria, and India.
Dhan Raj is an active member of the online communities for NAV, such as dynamicsuser.net, mibuso.com, and the online forums managed by Microsoft. For his contributions to these online communities, he received the Microsoft Most Valuable Professional (MVP) Award in July 2010. The MVP Award is given out by Microsoft to independent members of technology communities around the world, and recognizes people that share their knowledge with other members of the community.
Dhan Raj lives with his family in Gurgaon, India. He loves mathematics and solving puzzles.
Tony Hemy started working with Navision Financials straight out of secondary school in 1998 in Southampton, England.
In the years since, he has travelled the world developing and deploys Dynamics NAV in three Microsoft regions (North America, Asia Pacific and Europe, Middle East and Africa) and over a vast variety of industries.
Tony spent six years as a reserve soldier in the UK, the only break in his 12-year NAV career coming as a six-month United Nations peacekeeping tour in Cyprus with the British Army's Royal Regiment of Artillery.
Currently living in Vancouver, Canada as the Senior NAV Consultant at The RSC Group, Tony's work includes designing with Dynamics NAV code, as well as visioning and consulting.
Outside of work Tony enjoys mountaineering and rock climbing.
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.
Reader feedback
Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.
To send us general feedback, simply send an e-mail to <[email protected]>, and mention the book title via the subject of your message.
If there is a book that you need and would like to see us publish, please send us a note in the SUGGEST A TITLE form on www.packtpub.com or e-mail <[email protected]>.
If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on www.packtpub.com/authors.
Customer support
Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
Tip
Downloading the example code for this book
You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.
Errata
Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/support, selecting your book, clicking on the errata submission form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded on our website, or added to any list of existing errata, under the Errata section of that title. Any existing errata can be viewed by selecting your title from http://www.packtpub.com/support.
Piracy
Piracy of copyright material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.
Please contact us at <[email protected]> with a link to the suspected pirated material.
We appreciate your help in protecting our authors, and our ability to bring you valuable content.
Questions
You can contact us at <[email protected]> if you are having a problem with any aspect of the book, and we will do our best to address it.
Chapter 1. Setting up the Environment for Dynamics NAV
Choosing an Enterprise Resource Planning (ERP) solution in today's competitive landscape is not an easy task. A good ERP system is the one, which is rich, robust, and yet flexible to suit current and changing business needs.
Businesses have changed fundamentally in the past decade. Everything from processes to reliance on technology has changed the face of today's businesses. The use of information has become more crucial in fast-changing market trends. The genesis of ERP, CRM, and Business Intelligence systems have made it possible to have business data and information available when, where, and how we need it.
