8341A Microsoft Business Solutions - Great Plains 8.0 Installation and Configuration

Transcription

1 8341A Microsoft Business Solutions - Great Plains 8.0 Installation and Configuration Fabricante: Microsoft Grupo: Dynamics Subgrupo: Microsoft Business Solutions Great Plains 8.0 Formación: Presencial Horas: 15 Introducción The three-day Microsoft Business Solutions Great Plains Installation and Configuration course develops your understanding of technologies and techniques necessary to successfully install Microsoft Great Plains. By covering the basics of installation and setup, as well as 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 applies specifically to the optimization of Microsoft Great Plains. The course covers the installation of Microsoft Great Plains as well as the installation of the related products listed in the agenda. This course does not go into the setup and use of the Microsoft Great Plains application as these topics are covered by other classes offered by Microsoft Business Solutions Training. Dirigido a Microsoft Great Plains Installation and Configuration training is recommended for people who plan to install, implement, configure, consult, or support Microsoft Great Plains. The class is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects of Microsoft Great Plains. The course is not intended for non-technical staff.

2 Al terminar el curso After completing this course, students should understand: * * Identify the architecture of Microsoft Great Plains * Identify the hardware requirements for Microsoft SQL Server in a Microsoft Great Plains environment * Install the MSDE version of Microsoft SQL Server as it relates to Microsoft Great Plains * Create a Data Source Name (DSN) for Microsoft Great Plains * Identify the correct settings for an ODBC source for Microsoft Great Plains * Install Microsoft Great Plains in a Client/Server environment * Identify account framework parameters * Create additional companies * Create a client installation template * Install Microsoft Business Solutions Great Plains on a client workstation * Identify the different hardware and software requirements for a Microsoft Business Solutions Great Plains client * Identify the relationship of the Microsoft Great Plains series * Create users and grant user access in Microsoft Great Plains * Register Microsoft Great Plains * Set up security and classes in Microsoft Great Plains * Track user activity in Microsoft Great Plains * Identify components and files installed by Microsoft Great Plains * Identify the features of Microsoft Great Plains * Configure database options * Set up a database maintenance plan * Perform SQL maintenance * Define the settings for optimizing Microsoft Business Solutions Great Plains performance * Identify System Monitor counters used in optimizing performance * Setup and configure Process Server * Identify settings of Process Server * Install FRx for Microsoft Great Plains * Identify the characteristics of Microsoft FRx * Configure BCP to import and export data from a Microsoft Great Plains database * Identify the parameters of BCP for importing and exporting data from a Microsoft Great Plains database * Define the characteristics of Report Scheduler * Configure Report Scheduler * Identify the characteristics of Microsoft SQL Server Profiler * Create a dexsql.log file * Troubleshoot Microsoft Great Plains Before attending this course, students must have: * Working knowledge of Microsoft Windows 2000, Windows 2003, or Windows XP, and SQL Server Requisitos previos Contenidos Módulo 1 Microsoft Business Solutions Great Plains Architecture This chapter introduces you to Microsoft Great Plains' architecture. The design philosophy as well as the underlying architecture is covered. Architecture Functionality vs. Technology Addressing Business Needs

3 Módulo 2 Microsoft SQL Server Install This chapter looks at the key issues with installing Microsoft SQL Server. An installation is not performed in class but important installation decisions are discussed. Overview of Microsoft SQL installation System Requirements for Microsoft Business Solutions Great Plains on Microsoft SQL Server Installation of Microsoft SQL Server 2000 Módulo 3 Microsoft SQL Server Install MSDE This chapter discusses installing the MSDE version of SQL for use with Microsoft Great Plains. In addition, a few common command line tools are reviewed. MSDE System Requirements MSDE Installation MSDE Configuration Tools Módulo 4 ODBC Setup Microsoft Great Plains 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. Setting up ODBC Módulo 5 Great Plains Data Server Installation This chapter examines the process of installing Microsoft Great Plains on Microsoft SQL Server. This includes examining each installation screen and looking at the various options to select during the installation. Server Installation Módulo 6 Great Plains Utilities This chapter examines how to setup your Microsoft Great Plains databases, account framework, additional sorting options, and how to create a client template. The chapter focuses on the steps performed immediately after installing the Microsoft Great Plains program files. Microsoft Great Plains Utilities Dynamics database initialization Account framework setup Setting system options Additional tasks Initializing the sample company Creating additional companies Creating a template for client installations Troubleshooting

4 Módulo 7 Microsoft Great Plains Client Installation This chapter guides you through the various processes of installing Microsoft Great Plains on a client workstation. Hardware and software requirements are examined as well as the ability to install the client from a template. Microsoft Great Plains client requirements Standard installation Installing the client from the template Módulo 8 Microsoft Great Plains System Manager This chapter examines the System manager components of Microsoft Great Plains. Specifically, the creating of users, security, classes, and companies are covered. In addition, this chapter examines a few standard reports included with Microsoft Great Plains. The Microsoft Great Plains series Integrated accounting 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 Módulo 9 Great Plains Components This chapter discusses the files installed during the installation of Microsoft Great Plains. Installation components and files Where to store dictionaries

5 Módulo 10 Microsoft Great Plains Features This chapter examines the purpose of the SQL options, walks through a batch recovery process, and looks at how identity columns and stored procedures are used in Microsoft Great Plains. SQL options Batch recovery process Identity columns Stored procedures Microsoft Great Plains features Módulo 11 Post Installation Administration This chapter examines the database options to set for your Microsoft Great Plains databases. It also discusses maintenance of Microsoft Great Plains databases and identifies database backup procedures. To complete the chapter, you set up a database maintenance plan. Database options Database backup procedures Great Plains SQL maintenance SQL database maintenance Using the database maintenance wizard Great Plains data recovery procedures Backup procedures within Microsoft Great Plains Módulo 12 Optimizing Performance This chapter discusses how to optimize your Windows Server system. Specifically, it looks at settings for memory, CPU, network, and the disk subsystem through system monitor. 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

6 Módulo 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 to run remotely and define which servers will run remote tasks. As a member of a team, you create an environment to process Checklinks remotely. 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 Módulo 14 Microsoft FRx Installation This chapter examines installing the FRx application but does not delve into the inner workings of extracting financial information. Included in this chapter is configuring databases for use with FRx and defining the folder structure for reports. Installation considerations Pre-install: running SQL scripts for FRx Create a shared folder on server 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 Módulo 15 Microsoft SQL Server Bulk-Copy Program (BCP) This chapter discusses the command line driven BCP tool. It looks at the parameters for BCP and how to perform an export and import of data from a Microsoft Great Plains database. Bulk Copy Program Transfer data with the BCP utility Módulo 16 Report Scheduler This chapter discusses how to set up the Report Scheduler option. Report Scheduler

7 Módulo 17 Troubleshooting This chapter discusses the methodology around troubleshooting Microsoft Great Plains. Then, you look at a few tools used in troubleshooting and troubleshoot ten different scenarios. 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