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Microsoft Dynamics NAV Administration
Microsoft Dynamics NAV Administration

Microsoft Dynamics NAV Administration: A quick guide to install, configure, deploy, and administer Dynamics NAV with ease

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Microsoft Dynamics NAV Administration

Chapter 2. Installing Dynamics NAV

Let's hit the ground running now, and start with the process of actually installing the Dynamics NAV application on the computer. The installation of Dynamics NAV and related components is a little bit more than the standard Microsoft—next, next, next—process. This chapter covers the following:

  • Installing the Dynamics NAV Classic client, also called the Dynamics NAV C/SIDE client

  • Installing the new Dynamics NAV RoleTailored client (RTC), for NAV 2009 and beyond

  • Installing the Dynamics NAV Classic database server also known as the Dynamics NAV C/SIDE database server

  • Connecting Dynamics NAV clients to the database server in the lower versions and also the latest NAV 2009 version

The installation of Dynamics NAV Classic components remains more or less similar to the Dynamics NAV 5.0 version. Thus, in this chapter, we have used the NAV 5.0 version for installation of Dynamics NAV Classic components and the Dynamics NAV 2009 SP1 version for installation of RTC and...

Installing a Classic client


Classic client installation, also called a C/SIDE client, is more or less the same for all the versions of Navision Financials, Navision, Microsoft Business Solutions—Navision, or Dynamics NAV.

We have illustrated an example of 5.0 SP1 Dynamics NAV C/SIDE client installations as follows:

Starting with the startup screen of the installation disk, the process is fairly easy and well defined through the various installation stages. Click on C/SIDE Client for Microsoft Dynamics NAV under the Install section of the screen to run the installation wizard.

Note

If we want to install multiple versions of NAV on the same machine, there is a work around to do that. Install the latest version and copy the client (C:\program files\Microsoft Dynamics NAV\...) folder(s) for the rest of the versions that we want to use. Once we have copied the client files, use fin.exe or finsql.exe

The installation process takes us through the setup wizard. In a network installation, we...

Installing a C/SIDE database server


A C/SIDE database server has been renamed as the Dynamics NAV Classic database server with the release of Dynamics NAV 2009. This is essentially the Microsoft Dynamics NAV legacy database. The Dynamics NAV Classic database server incorporates the simplicity and easy-to-use features of Microsoft Dynamics NAV. It is a charm to maintain and manage this database. Traditionally, this database server has been used extensively (before the SQL Express option was provided). Let's walk through the installation process for this database server, before we discuss some specifics of this server.

We can either select the Install option from the auto-run setup for the product CD as shown in the following screen or we can explore the product CD and run setup.exe from the server folder and follow the installation wizard:

There are two options available while installing the Dynamics NAV Classic database server—Typical and Custom.

If we select Custom, the system will prompt...

Preparing a Microsoft SQL Server database for Dynamics NAV installation


Though the specifics of setting up a SQL Server database for NAV will be discussed in Chapter 6, Performance Tuning, this section describes the raw method of how to do it.

Open the shortcut for the Dynamics NAV Classic client for SQL (finsql.exe). Once there, go to File | Database | New. Specify the SQL Server name in the Server Name field; we may also lookup the SQL Server name with the drop-down Assist Edit button provided.

The next option is to select the type of authentication—Windows or Database Server Authentication. If Database Server Authentication is selected, the User ID and Password for the database login will have to be specified. If Windows Authentication is selected, the system uses a Windows user login to log on to the SQL Server database. It is worth mentioning that the user selected in this step must have appropriate permissions to create SQL databases.

The next window asks for the database name and shows...

Connecting a Dynamics NAV client (Classic) to the NAV Classic database server


Open the Dynamics NAV Classic client, also called the C/SIDE client in older versions. Go to File | Database | Open.

Specify the Dynamics NAV Classic database server name and select the authentication type.

On the Advanced tab, there is an option to select the network connection type that we wish to use for the connection to the server.

Connecting a Dynamics NAV client (Classic) to a Microsoft SQL Server database


Click on the Dynamics NAV Classic client for SQL Server (finsql.exe) from File | Database | Open.

In addition to the SQL Server Name, we also need to specify the Database Name that we intend to connect to. The next step is to select the authentication type—Windows or Database Server Authentication.

Installing the RoleTailored client for Dynamics NAV


Microsoft introduced a revolutionary client for the Dynamics NAV 2009 and subsequent version called the RoleTailored client for Dynamics NAV. The concept behind this client release is to give an experience to the user of Dynamics NAV, to be able to view their routine tasks and making it a lot easier for them to navigate across the pages and application areas. This is achieved by allowing Microsoft VAR(s), developers, certified consultants, and so on to create Role Centers for the Dynamics NAV users based on their day-to-day tasks. While doing so, an additional layer of application was introduced as a middle-layer component, called Dynamics NAV server. This layer essentially provides an additional level of security for the application and with the use of the Windows communications framework, opens up the application to Web services.

Let's walk through the process to install the Dynamics NAV 2009 RoleTailored client and also the Dynamics...

Installing the Dynamics NAV server (the middle-tier component)


Dynamics NAV server is a Windows component service that runs as a middle tier for Dynamics NAV. The middle-tier executes the business logic for the Microsoft Dynamics RoleTailored clients and Web services.

The properties of the connection can be changed at the time of installing the Dynamics NAV server from the installation disk.

After installing the Dynamics NAV server from the installation disk, the properties of the connection are stored in the customsettings.config file as shown in the following screenshot:

Connecting a RoleTailored client to the database


A Dynamics NAV RoleTailored client connects to the Dynamics NAV server, which in turn connects to the SQL Server database. Essentially, the server name provided at the time of configuring Dynamics NAV connects us to the desired database. We can change the Dynamics NAV server that we are connecting to from the client, by using the option Select Server, as shown in the following screenshot:

A prompt then asks us for the relevant server address that we intend to connect to and the company in that server's database:

Summary


We saw illustrations of 5.0 SP1 Dynamics NAV C/SIDE client installations. This was followed by an installation of a C/SIDE database server. We then prepared a Microsoft SQL Server database for Dynamics NAV installation. Finally, we connected a Dynamics NAV client to the NAV Classic database server and Microsoft SQL Server database.

We also walked through the process of installing Dynamics NAV 2009 RoleTailored client and also the Dynamics NAV server—the middle-tier component, which gave us additional security to the application. Then we established a connection between the RoleTailored client and the database. We also saw how we can select the appropriate Dynamics NAV server from the client.

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Key benefits

  • Install, configure, deploy and administer Dynamics NAV with ease
  • Install Dynamics NAV Classic Client (Dynamics NAV C/SIDE), Dynamics NAV Role Tailored Client (RTC), and Dynamics NAV Classic Database Server on your computer to manage enterprise data
  • Connect Dynamics NAV clients to the Database Server in the earlier versions and also the latest Dynamics NAV 2009 version
  • A step-by-step guide filled with examples to help you to accomplish administrative tasks such as securing and maintaining databases using Dynamics NAV

Description

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.

Who is this book for?

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

What you will learn

  • Understand various user requirements and how Dynamics NAV will fit into your business needs
  • Implement Dynamics NAV on a secure internal company network
  • Define user access policies and Windows network access policies and extend them to the Dynamics NAV security system as well
  • Create and restore backups using Dynamic NAV Classic Client option
  • Implement the RIM (Rapid Implementation Methodology) approach to import and set up data in a simple and easy way by using predefined templates and questionnaires
  • Use Job Queue to set up periodic jobs that run automatically at the scheduled time
  • Attain flexibility by modifying existing sets of objects—tables, reports, codeunits, forms, pages, dataports, and XMLports
  • Implement virtualization in Dynamics NAV on Windows Server 2003 SP2, Windows Server 2008, and Windows Server 2008 R2

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Sep 24, 2010
Length: 208 pages
Edition : 1st
Language : English
ISBN-13 : 9781847198778
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Microsoft

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Product Details

Publication date : Sep 24, 2010
Length: 208 pages
Edition : 1st
Language : English
ISBN-13 : 9781847198778
Vendor :
Microsoft

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Table of Contents

9 Chapters
Setting up the Environment for Dynamics NAV Chevron down icon Chevron up icon
Installing Dynamics NAV Chevron down icon Chevron up icon
Integrating Dynamics NAV with the Microsoft Platform Chevron down icon Chevron up icon
Securing Dynamics NAV Applications Chevron down icon Chevron up icon
Backing up and Restoring a Dynamics NAV Database Chevron down icon Chevron up icon
Performance Tuning Chevron down icon Chevron up icon
Setting up Periodic Activities, Stylesheets, and Rapid Implementation Methodology Chevron down icon Chevron up icon
Updating Objects and Virtualization with Dynamics NAV Chevron down icon Chevron up icon
Business Intelligence Chevron down icon Chevron up icon

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S. Chadha Oct 02, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Written by a NAV consultant, this is the best resource I have come across for implementation. I definitely recommend this book for anyone looking to implement NAV with their own business or their client's business. It's also great if one wants learn about NAV in general. This program teaches you to implement, program, and administer Microsoft Dynamics NAV. I highly recommend this book.
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schinny1 Mar 30, 2011
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The perfect tool for a NAV Administrator, Implementor, Consultant. Covers the backbone of the NAV installation of the software. This book should be read by all NAV 2009 Administrators/Implementors/Developers. Well organized, extremely helpful, loaded with tips and tricks. Excellent choice to have in your NAV 2009 collection. I'll recommend it with the purchase of Dynamics NAV 2009 Developement cookbook.
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Ricardo Nunes Jan 30, 2011
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this book is very helpful for those who wants to start dealing with Nav administration. You should combine this one with the Microsoft Dynamics NAV 2009 Programming Cookbook. With both, you can program and administer Microsoft Dynamics NAV 2009.
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Nektar Martirosyan Feb 25, 2011
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Great books for NAV administrators and developers. Very helpful and useful, very clear described all main issues, and detailed problems' decisions. I will keep these books as travelers with me with my Navision working days.Thanks again for this help.Nektar MartirosyanNAV Appl. Specialist/DeveloperPhoto-Sonics, Inc.Burbank, CA
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Normand P. Oct 27, 2017
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Great Service! Fast and efficient. A++
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