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Installation and Configuration in Microsoft Dynamics GP (80540)

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About this Course

The three-day Microsoft Dynamics GP Installation and Configuration course provides the tools to help users understand technologies and techniques necessary to successfully install Microsoft Dynamics GP.

Audience Profile

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 intended for 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 completing this course, students will be able to:
  • Identify requirements and prerequisites for installing Microsoft Dynamics GP
  • Install Microsoft SQL Server 2012
  • Install Microsoft Dynamics GP
  • Use Microsoft Dynamics GP Utilities to uniquely configure an installation and perform any other required tasks for an installation
  • Troubleshoot installation issues and errors
  • Identify hardware and software requirements for desktop clients
  • Install Microsoft Dynamics GP desktop on a client computer
  • Create an Installation Package
  • Understand how to install service packs and updates to Microsoft Dynamics GP
  • Identify the prerequisites and requirements for the Microsoft Dynamics GP Web Client
  • Understand the components and concepts of the web client
  • Complete necessary system setups within the Microsoft Dynamics GP application such as home pages, passwords, users, and security
  • Set up company information
  • Configure, backup, and maintain SQL databases for Microsoft Dynamics GP
  • Understand how to optimize performance and troubleshoot issues with Microsoft Dynamics GP
  • Understand how to set up and use a process server for Microsoft Dynamics GP
  • Identify the available reporting options that are available for Microsoft Dynamics GP and set up and configure them for use

Prerequisites

Before attending this course, students must have:
  • Basic understanding of Microsoft Dynamics GP
  • Working knowledge of Microsoft Windows and Microsoft SQL Server
  • Some general experience with installing products that use Microsoft SQL Server

Course Outline

Module 1: System Requirements and SQL Server Installation

This module outlines the recommendations and the requirements that you must have to install Microsoft SQL Server 2012 and Microsoft SQL Server 2012 Express for use with Microsoft Dynamics GP 2013. Additionally, this module covers tips for optimizing the system in preparation for the installation of Microsoft Dynamics GP 2013. This includes network requirements and server configuration.

Lessons

  • Microsoft Dynamics GP System Requirements
  • Microsoft SQL Server 2012 Installation and Configuration
  • Microsoft SQL Server 2012 Express Installation and Configuration
  • SQL Server 2012 Books Online
After completing this module, students will be able to:
  • Identify the requirements and prerequisites for Microsoft Dynamics GP
  • Install Microsoft SQL Server
  • Install Microsoft SQL Server Express

Module 2: Data Server Installation and Utilities

This module explains how to select the location and features that will be installed to meet the organization’s specific requirements.

Lessons

  • Microsoft Dynamics GP Installation
  • Microsoft Dynamics GP Utilities
  • Microsoft Dynamics GP Utilities - Basic Installation
  • Microsoft Dynamics GP Utilities - Advanced Installation
  • SQL Server Changes After System Database Initialization
  • Microsoft Dynamics GP Utilities - Additional Tasks
  • Troubleshoot Errors

Lab : Install Microsoft Dynamics GP

Lab : Run Microsoft Dynamics GP Utilities

After completing this module, students will be able to:
  • Install Microsoft Dynamics GP
  • Use Microsoft Dynamics GP Utilities to configure an installation
  • Verify database initialization processes
  • Troubleshoot errors

Module 3: Desktop Client Installation, Components and Maintenance

This module explains how to complete an installation for a desktop client. It also discusses how to create an installation package, to install other desktop clients and provides background on key components and features that are available in Microsoft Dynamics GP to maintain the application for end users.

Lessons

  • Microsoft Dynamics GP Desktop Client Prerequisites, Requirements and Installation
  • Client Installation Package
  • Service Packs and Automatic Updates
  • Installation Components and Files
  • Identity Columns
  • Stored Procedures

Lab : Create a Client Installation Package

After completing this module, students will be able to:
  • Identify the hardware and software requirements for a Microsoft Dynamics GP desktop client
  • Install Microsoft Dynamics GP on a desktop client
  • Create an Installation Package
  • Understand the role of service packs, automatic updates, identity columns and stored procedures have in Microsoft Dynamics GP

Module 4: Web Client Installation and Components

This module describes the process that used is to install Microsoft Dynamics GP Web Client. The module also discusses the prerequisites and the requirements for an installation.

Lessons

  • Web Client Installation and Components
  • Microsoft Dynamics GP Web Client Installation
  • Navigation Comparison
  • Troubleshooting the Microsoft Dynamics GP Web Client
After completing this module, students will be able to:
  • Identify the prerequisites and requirements for the Microsoft Dynamics GP Web Client
  • Understand the components, infrastructure requirements, and user interface used by the Microsoft Dynamics GP web client
  • Become familiar with troubleshooting steps that can help address issues that can occur when using the web client

Module 5: System Manager

This module discusses the setup of system and company settings such as home page, users, passwords, user security and preferences necessary when setting up Microsoft Dynamics GP.

Lessons

  • Home Page
  • System Setup
  • Security
  • Advanced Financial Analysis Reports Security
  • User Activity and Preferences
  • Company Setup

Lab : User Setup, Company Access and Security

  • Set up a New User
  • Grant User Access and Assign a Security Role
  • Test New User Access and Security
After completing this module, students will be able to:
  • View and Edit Home Page components
  • Create or modify system passwords
  • Register Microsoft Dynamics GP
  • Specify User Preferences
  • Edit the Dynamics.set Launch File
  • Create Users and define Security for them
  • Set up Company Information

Module 6: Post Installation Administration

This module explains the administrative tasks that are necessary after installation of Microsoft Dynamics GP to help ensure consistency and maintain performance of the system. It introduces the tools that are used to perform these tasks.

Lessons

  • Database Options
  • Database Backup Procedures
  • Microsoft Dynamics GP - SQL Maintenance
  • Drop and Create Auto Procedures
  • 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 Database

After completing this module, students will be able to:
  • Configure database options and back up Microsoft Dynamics GP databases
  • Use SQL database maintenance procedures to maintain Microsoft Dynamics GP databases
  • Use the Microsoft Dynamics GP Database Maintenance Utilities to maintain data

Module 7: Optimize Performance and Troubleshooting

This module discusses how to monitor performance and troubleshoot issues with Microsoft Dynamics GP and Microsoft SQL Server. It also includes considerations for when you use the Microsoft Windows Server operating systems.

Lessons

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

Lab : Microsoft SQL Server Memory Options

Lab : Using Microsoft SQL Profiler

Lab : Create a Dexsql.log

After completing this module, students will be able to:
  • Apply the recommended settings for Microsoft Windows Server
  • Use Windows Performance Monitor to analyze and troubleshoot system bottlenecks
  • Optimize a SQL Relational Database
  • Identify, categorize and troubleshoot technical issues in Microsoft Dynamics GP
  • Recover an interrupted posting process in Microsoft Dynamics GP

Module 8: Process Server

This module covers the benefits of using the Process Server to increase performance and by using its functions to control, track, and report on remote processing.

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:
  • Identify Process Server requirements and considerations
  • Set up and configure a Process Server
  • Modify the location of process server reports

Module 9: Reporting

This module provides information on the available reporting options in Microsoft Dynamics GP and what is needed from an installation and setup prospective to use these different reporting options.

Lessons

  • Report Writer - Manage Reports and Report Security
  • Microsoft SQL Server Reporting Services
  • Microsoft SQL Server Report Builder
  • Microsoft Dynamics GP Business Analyzer
  • Microsoft Office Excel Reports Deployment and Configuration
  • Microsoft Word Templates - Configuration and Maintenance
  • Distribute Reports by Email
  • Report Scheduler
  • Management Reporter 2012 Installation and Cofiguration

Lab : Create a Modified Report

Lab : Create a Custom Report

Lab : Deploy Excel Reports

  • Deploy the Excel Reports
  • Review Deployment Results

Lab : Schedule a Report

  • Configure Report Name
  • Set Report to Publish Daily
After completing this module, students will be able to:
  • Explain and describe the types of reports that can be created in Report Writer
  • Explain how to use the Report Builder
  • Explain the Microsoft Dynamics GP Business Analyzer
  • Deploy and manage Microsoft Excel Reports for Microsoft Dynamics GP
  • Configure Microsoft Office Word Templates for Microsoft Dynamics GP
  • Configure email distribution of reports
  • Configure Report Scheduler
  • Understand the installation process for Management Reporter