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

Spis treści książki

• Microsoft Dynamics NAV Administration
  • Table of Contents
  • Microsoft Dynamics NAV Administration
  • Credits
  • Foreword
  • About the Authors
  • About the Reviewers
  • Preface
    • What this book covers
    • Who this book is for
    • Conventions
    • Reader feedback
    • Customer support
      • Errata
      • Piracy
      • Questions
  • 1. Setting up the Environment for Dynamics NAV
    • Considerations for deploying Dynamics NAV
      • Understanding the business needs of company
        • Factors to be considered for configuring a role
      • Exporting the reporting and Business Intelligence requirements
        • Getting to know the Inherent BI capabilities in NAV
        • Other BI toolsBusiness Analytics with NAV
      • Single or multisite deployment
        • Choice of using a single versus multi-database for deployment
      • Other DB aspects to consider while deploying
        • Inter-company operability
        • Integration with other systems in headquarters
          • Licensing costs
      • Integration with external systems and third-party add-ons
        • Data ports and XML ports
        • Navision Application Server also known as "NAS"
        • Integration using Web services
      • Exploring hardware, operating systems, and networking requirements
        • Dynamics NAV client
        • Dynamics NAV server
        • Using NAV in WAN configurations
          • WAN options
          • Hardware configurations
        • Networking
    • Summary
  • 2. Installing Dynamics NAV
    • Installing a Classic client
    • Installing a C/SIDE database server
    • Preparing a Microsoft SQL Server database for Dynamics NAV installation
    • Connecting a Dynamics NAV client (Classic) to the NAV Classic database server
    • Connecting a Dynamics NAV client (Classic) to a Microsoft SQL Server database
    • Installing the RoleTailored client for Dynamics NAV
    • Installing the Dynamics NAV server (the middle-tier component)
    • Connecting a RoleTailored client to the database
    • Summary
  • 3. Integrating Dynamics NAV with the Microsoft Platform
    • Integrating Dynamics NAV and the Microsoft Office system
      • MS SharePoint interface
      • Installing and setting up Microsoft Dynamics NAV Employee Portal
        • Installing Employee Portal
        • Installing other required software
        • Installing Employee Portal frontend components
          • The General tab
          • The Front End tab
          • The Key Exchange tab
        • Setting up captions
          • Creating Web Part Request templates
          • Setting up users and groups
      • Exporting documents to MS Excel and MS Word
        • Creating a Customer Card stylesheet for MS Word
        • Creating a Mail Merge with the Customer Card stylesheet
      • Using extensibility with NAV 2009 SP1
        • Using a control add-in on pages
        • Example of using an add-in on RTC
        • Creating add-ins
        • Registering the add-in in Microsoft Dynamics NAV
    • Summary
  • 4. Securing Dynamics NAV Applications
    • Security with SQL Server installation
    • Dynamics NAV security models
      • Switching between Enhanced and Standard security models
      • Why synchronize?
      • Synchronizing one or multiple users
    • Users, logins, and passwords
      • Creating database logins
      • Setting up user accounts
      • How is a USER ID used across the application
      • Logging in using Windows Authentication
        • SQL extended stored procedures
      • Why use Windows Logins?
        • Passwords
    • Roles and permissions
      • Assigning permissions
      • Creating a new user from scratch
      • Security filterrecord-level security
    • Sarbanes Oxley compliance
      • Security, backups, and authorization
      • Access control and audit trail
      • Change Log
      • Data validation and accuracy
      • Effective change management
    • Summary
  • 5. Backing up and Restoring a Dynamics NAV Database
    • Creating and restoring backups using a Dynamics NAV client
      • Retrieving a backup of the Dynamics NAV database
      • Restoring the database
      • Handling error messages
    • Using HotCopy backup
    • Testing the database
      • Starting the test
      • Viewing the output of the database
    • Backing up and restoring with SQL Server
      • Creating a server-side SQL backup
      • Restoring the SQL backup
    • Synchronizing a SQL database
    • Expanding the database
    • Things to consider while defining the backup strategy
    • Summary
  • 6. Performance Tuning
    • Configuring a SQL Server database for Microsoft Dynamics NAV
      • Defining database and transaction log files
      • Defining rules using collations
    • Writing less expensive C/AL code for customizations
      • Retrieving data using FINDFIRST/FINDLAST/FINDSET
      • Using the NEXT statement
      • Using ISEmpty
      • Locking the recordset
      • Disabling the "find-as-you-type" feature
    • Fine-tuning the SQL Server database for Dynamics NAV
      • SIFT
      • Using indexes/keys in Dynamics NAV
    • Investigating the performance of the database
      • Updating statistics
        • The Index Defrag tool
        • The Key Information tool
        • Session Monitor
        • Optimizing tables from the Dynamics NAV interface
    • Summary
  • 7. Setting up Periodic Activities, Stylesheets, and Rapid Implementation Methodology
    • Job Queue
      • Setting up Job Queue
      • Common batch jobs
        • Recurring journals
        • Creating a Reminders batch job
        • Adjust Exchange Rates batch job
    • Managing stylesheets in Dynamics NAV
    • Rapid Implementation Methodology
      • Using RIM tools to set up a new company
    • Summary
  • 8. Updating Objects and Virtualization with Dynamics NAV
    • Objects in NAV
      • Updating objects
        • Exporting the objects from NAV
        • Importing a file with modifications
    • Virtualization with Dynamics NAV
      • Advantages of virtualization
      • Dynamics NAV and application virtualization
    • Summary
  • 9. Business Intelligence
    • Importance of Business Intelligence
      • The Microsoft Business Intelligence story
      • Business Intelligence categories overview
      • Business Intelligence product scenarios
    • Dynamics NAV and Business Intelligence
      • Inherent BI capabilities in NAV
      • Business insight through the Role Center
        • Activities section
        • My Customers/Items/Vendors
        • My Notifications
      • Graphical charts and ad hoc analysis
      • Creating charts for the Role Center home page
    • Reporting capabilities in NAV
      • Defining the data model
      • Defining relationships between tables
      • Defining the relationship between the tables
      • Defining the layout
      • Selecting the matrix
      • Testing the report
    • Summary
  • Index

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