Microsoft Dynamics GP Installation and
Configuration
Course 8505: Three days;
Instructor-led
On This Page
Introduction
The three-day Microsoft Dynamics GP Installation
and Configuration course develops your understanding of technologies
and techniques that are necessary to successfully install Microsoft
Dynamics GP. By covering the basics of installation, setup, and
advanced topics such as optimization and troubleshooting, this
course builds your confidence and minimizes the installation time
for your customers. Microsoft SQL Server is discussed as it
specifically applies to the optimization of Microsoft Dynamics GP.
The course covers the installation of Microsoft Dynamics GP and the
installation of the related products that are listed in the agenda.
This course does not discuss the setup and use of the application
because these topics are covered by other classes that are offered
by Microsoft Training.
Audience
Microsoft Dynamics GP Installation and
Configuration training is recommended for people who plan to
install, implement, configure, consult, or support Microsoft
Dynamics GP. The class is targeted toward administrators,
implementers, developers, and consultants who need to understand the
technical aspects of Microsoft Dynamics GP. The course is not
intended for non-technical staff.
At Course Completion
After you complete this course, students should be
able to do the following:
| • |
Identify the
architecture of Microsoft Dynamics GP |
| • |
Identify the hardware
requirements for Microsoft SQL Server in a Microsoft
Dynamics GP environment |
| • |
Install the MSDE version
of Microsoft SQL Server as it relates to Microsoft Dynamics
GP |
| • |
Create a Data Source
Name (DSN) for Microsoft Dynamics GP |
| • |
Identify the correct
settings for an ODBC source for Microsoft Dynamics GP |
| • |
Install Microsoft
Dynamics GP in a client and server environment |
| • |
Identify account
framework parameters |
| • |
Create additional
companies |
| • |
Install Microsoft
Dynamics GP on a client workstation |
| • |
Identify the different
hardware and software requirements for a Microsoft Dynamics
GP client |
| • |
Identify how to create
an installation package for a client installation |
| • |
Identify service packs
and automatic updates |
| • |
Identify the
relationship of the Microsoft Dynamics GP series |
| • |
Create users and grant
user access in Microsoft Dynamics GP |
| • |
Register Microsoft
Dynamics GP |
| • |
Set up security and
classes in Microsoft Dynamics GP |
| • |
Track user activity in
Microsoft Dynamics GP |
| • |
Identify components and
files that were installed by Microsoft Dynamics GP |
| • |
Identify the features of
Microsoft Dynamics GP |
| • |
Configure database
options |
| • |
Set up a database
maintenance plan |
| • |
Perform SQL maintenance |
| • |
Define the settings for
optimizing Microsoft Dynamics GP performance |
| • |
Identify System Monitor
counters that are used in optimizing performance |
| • |
Setup and configure
Process Server |
| • |
Identify settings of
Process Server |
| • |
Install FRx for
Microsoft Dynamics GP |
| • |
Identify the
characteristics of Microsoft FRx |
| • |
Define the
characteristics of Report Scheduler |
| • |
Configure Report
Scheduler |
| • |
Identify the
characteristics of Microsoft SQL Server Profiler |
| • |
Create a dexsql.log file |
| • |
Troubleshoot Microsoft
Dynamics GP |
Prerequisites
Before students attend this course, they must
have:
| • |
A working knowledge of
Microsoft Windows 2000, Windows Server 2003, or Windows XP,
and SQL Server 2000. |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are
currently associated with this course.
Course Materials
The student materials include a comprehensive
workbook and other necessary items for this class.
Course Outline
Chapter 1: Microsoft SQL Server Install
This chapter examines the key issues with
installing Microsoft SQL Server. An installation is not performed in
class, but important installation decisions are discussed.
Main Topics
| • |
Overview of Microsoft
SQL installation |
| • |
System requirements for
Microsoft Dynamics GP on Microsoft SQL Server |
| • |
Installation of
Microsoft SQL Server 2000 |
After you complete this chapter, students should
be able to do the following:
| • |
Install Microsoft SQL
Server |
| • |
Identify hardware
requirements for Microsoft SQL Server for use with Microsoft
Dynamics GP |
Chapter 2: Microsoft SQL Server Install MSDE
This chapter discusses how to install the MSDE
version of SQL for use with Microsoft Dynamics GP. In addition,
several common command line tools are reviewed.
Main Topics
| • |
MSDE System Requirements |
| • |
MSDE Installation |
| • |
MSDE Configuration Tools |
After you complete this chapter, students should
be able to do the following:
| • |
Install the MSDE version
of Microsoft SQL Server for use with Microsoft Dynamics GP |
Chapter 3: ODBC Setup
Microsoft Dynamics GP requires an ODBC connection
to the Microsoft SQL Server to access data. This chapter focuses on
the specific settings for creating a data source name.
Lessons
After you complete this chapter, students should
be able to do the following:
| • |
Create a Data Source
Name (DSN) for Microsoft Dynamics GP |
| • |
Identify the correct
settings for an ODBC source for Microsoft Dynamics GP |
Chapter 4: Microsoft Dynamics GP Data Server
Installation
This chapter examines the process of installing
Microsoft Dynamics GP on Microsoft SQL Server. This includes
examining each installation screen and looking at the various
options to select during the installation.
Main Topics
After you complete this chapter, students should
be able to do the following:
| • |
Install Microsoft
Dynamics GP in a Client/Server environment |
Chapter 5: Microsoft Dynamics GP Utilities
This chapter examines how to set up your Microsoft
Dynamics GP databases, account framework, additional sorting
options, and how to create a client template. The chapter focuses on
the steps that you perform immediately after you install the
Microsoft Dynamics GP program files.
Main Topics
| • |
Microsoft Dynamics GP
Utilities |
| • |
Dynamics database
initialization |
| • |
Account framework setup |
| • |
Setting system options |
| • |
Additional tasks |
| • |
Initializing the sample
company |
| • |
Creating additional
companies |
| • |
Register Microsoft
Dynamics GP |
| • |
Removing SOP and
invoicing message |
| • |
Starting Dynamics GP
from the Utilities window |
| • |
Troubleshooting |
After you complete this chapter, students should
be able to do the following:
| • |
Identify account
framework parameters |
| • |
Initialize the sample
company |
| • |
Create additional
companies |
Chapter 6: Microsoft Dynamics GP Client
Installation
This chapter guides you through the various
processes of how to install Microsoft Dynamics GP on a client
workstation. Hardware and software requirements are examined as well
as the ability to install the client from a template.
Main Topics
| • |
Microsoft Dynamics GP
client requirements |
| • |
Installing the
application on subsequent client workstations |
| • |
Microsoft Dynamics GP
client installation package |
After you complete this chapter, students should
be able to do the following:
| • |
Install Microsoft
Dynamics GP on a client workstation |
| • |
Identify the hardware
and software requirements for a client workstation |
Chapter 7: Microsoft Dynamics GP Service Packs
and Updates
This chapter identifies how to automate the
process of applying updates to the Microsoft Dynamics GP
application. Specifically, how to apply service packs and create
automatic updates so all client computers receive the same updates.
Main Topics
| • |
Service packs |
| • |
Automatic updates |
After you complete this chapter, students should
be able to do the following:
| • |
Identify where to go to
find the latest available service pack |
| • |
Identify the benefits of
using automatic updates |
Chapter 8: Microsoft Dynamics GP System Manager
This chapter examines the System Manager
components of Microsoft Dynamics GP. Specifically, it examines how
to create users, security, classes, and companies. In addition, this
chapter examines several standard reports that are included with
Microsoft Dynamics GP.
Main Topics
| • |
The Microsoft Dynamics
GP series |
| • |
System and company setup |
| • |
System password setup |
| • |
User classes |
| • |
User setup |
| • |
User access |
| • |
Advanced Security Setup |
| • |
Security setup |
| • |
User activity |
| • |
User preferences |
| • |
Registration |
| • |
System reports |
| • |
Company setup procedures |
| • |
Create company |
| • |
Company information |
| • |
Internet information |
| • |
Company reports |
Lab
| • |
Test your skills for
creating users, classes, and company access |
After you complete this chapter, students should
be able to do the following:
| • |
Identify the
relationship of the Microsoft Dynamics GP series |
| • |
Create users and grant
user access in Microsoft Dynamics GP |
| • |
Setup security and
classes in Microsoft Dynamics GP |
| • |
Track user activity in
Microsoft Dynamics GP |
| • |
Register Microsoft
Dynamics GP |
| • |
Setup company
information in Microsoft Dynamics GP |
Chapter 9: Microsoft Dynamics GP Components
This chapter discusses the files that are
installed during the installation of Microsoft Dynamics GP.
Main Topics
| • |
Installation components
and files |
| • |
Where to store
dictionaries |
After you complete this chapter, students should
be able to do the following:
| • |
Identify components and
files that are installed by Microsoft Dynamics GP |
Chapter 10: Microsoft Dynamics GP Features
This chapter describes a batch recovery process,
and examines how identity columns and stored procedures are used in
Microsoft Dynamics GP.
Main Topics
| • |
Batch recovery process |
| • |
Identity columns |
| • |
Stored procedures |
After you complete this chapter, students should
be able to do the following:
| • |
Identify the features of
Microsoft Dynamics GP |
Lab
| • |
Test your skills working
with Query Analyzer, and creating logon accounts |
Chapter 11: Post Installation Administration
This chapter examines the database options that
you need to set for your Microsoft Dynamics GP databases. It also
discusses maintenance of Microsoft Dynamics GP databases.
Additionally, it identifies database backup procedures. To complete
the chapter, you will set up a database maintenance plan.
Main Topics
| • |
Database options |
| • |
Database backup
procedures |
| • |
Microsoft Dynamics GP
SQL maintenance |
| • |
SQL database maintenance |
| • |
Using the Database
Maintenance Wizard |
| • |
Microsoft Dynamics GP
data recovery procedures |
| • |
Backup procedures within
Microsoft Dynamics GP |
After you complete this chapter, students should
be able to do the following:
| • |
Configure database
options |
| • |
Set up a database
maintenance plan |
| • |
Perform SQL maintenance |
Chapter 12: Optimizing Performance
This chapter discusses how to optimize your
Windows Server system. Specifically, it examines settings for
memory, CPU, network, and the disk subsystem through System Monitor.
Main Topics
| • |
Windows Server operating
system configuration |
| • |
Windows Server operating
system bottleneck analysis |
| • |
Strategies for testing
and tuning servers |
| • |
SQL Server configuration |
| • |
Methods of optimizing a
SQL relation database |
| • |
Analyzing less than
optimal performance |
| • |
Monitoring SQL Server
with System Monitor |
| • |
Optimization summary |
After you complete this chapter, students should
be able to do the following:
| • |
Define the settings for
optimizing Microsoft Dynamics GP performance |
| • |
Identify System Monitor
counters that are used in optimizing performance |
Chapter 13: Process Server
This chapter covers the basics of setting up
Process Server. Terms are defined as well as the components of
Process Server. During the chapter, you define tasks that you can
run remotely, and you learn how to define which servers will run
remote tasks. As a member of a team, you create an environment to
process Checklinks remotely.
Main Topics
| • |
Overview of Process
Server |
| • |
The DPS and DPM
environment |
| • |
Process Server setup |
| • |
Designating the output
report location |
| • |
Process monitor |
| • |
Process Server inquiry |
| • |
Process Server reporting |
| • |
Review of setup and
execution |
Lab
| • |
Using a partner in
class, setup Process Server to remotely process Checklinks
on other's computers |
After you complete this chapter, students should
be able to do the following:
| • |
Setup and configure
Process Server |
| • |
Identify settings of
Process Server |
Chapter 14: Microsoft FRx Installation
This chapter examines how to install the FRx
application. However, it does not delve into the inner workings of
extracting financial information. Included in this chapter is
information about how to configure databases for use with FRx and
how to define the folder structure for reports.
Main Topics
| • |
Installation
considerations |
| • |
Pre-install: running SQL
scripts for FRx |
| • |
Create a shared folder
on server |
| • |
Running SQL Scripts for
FRx |
| • |
Installing FRx on the
first workstation |
| • |
Changing data paths and
FRx registration |
| • |
Setting up company
information |
| • |
Adding additional FRx
workstations |
| • |
FRx troubleshooting
techniques and tips |
After you complete this chapter, students should
be able to do the following:
| • |
Install FRx for
Microsoft Dynamics GP |
| • |
Identify the
characteristics of FRx |
Chapter 15: Report Scheduler
This chapter discusses how to set up the Report
Scheduler option.
Main Topics
After you complete this chapter, students should
be able to do the following:
| • |
Define the
characteristics of Report Scheduler |
| • |
Configure Report
Scheduler |
Chapter 16: Troubleshooting
This chapter discusses the method for
troubleshooting Microsoft Dynamics GP. Then, you will examine
several tools that are used in troubleshooting, and you will
troubleshoot ten different scenarios.
Main Topics
| • |
Identifying the problem
and finding its source |
| • |
Tools and sources |
| • |
Problem solving using
SQL Server Profiler |
| • |
Problem solving using
the dexsql.log file |
| • |
Troubleshooting
scenarios |
Lab
| • |
Troubleshooting
Microsoft Dynamics GP |
After you complete this chapter, students should
be able to do the following:
| • |
Identify the
characteristics of Microsoft SQL Server Profiler |
| • |
Create a dexsql.log file |
| • |
Troubleshoot Microsoft
Dynamics GP |