Microsoft Dynamics NAV Administration

Microsoft Dynamics NAV Administration
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Table of Contents
Sample Chapters
  • 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


Book Details

Language : English
Paperback : 190 pages [ 235mm x 191mm ]
Release Date : September 2010
ISBN : 1847198767
ISBN 13 : 9781847198761
Author(s) : Amit Sachdev, Sharan Oberoi
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise, Microsoft

Table of Contents

Chapter 1: Setting up the Environment for Dynamics NAV
Chapter 2: Installing Dynamics NAV
Chapter 3: Integrating Dynamics NAV with the Microsoft Platform
Chapter 4: Securing Dynamics NAV Applications
Chapter 5: Backing up and Restoring a Dynamics NAV Database
Chapter 6: Performance Tuning
Chapter 7: Setting up Periodic Activities, Stylesheets, and Rapid Implementation Methodology
Chapter 8: Updating Objects and Virtualization with Dynamics NAV
Chapter 9: Business Intelligence
  • Chapter 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 tools—Business 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
      • 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
        • Networking
    • Summary
  • Chapter 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
  • Chapter 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
        • Setting up captions
      • 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
  • Chapter 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 filter—record-level security
    • Sarbanes Oxley compliance
      • Security, backups, and authorization
      • Access control and audit trail
      • Change Log
      • Data validation and accuracy
      • Effective change management
    • Summary
  • Chapter 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
  • Chapter 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
  • Chapter 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

Amit Sachdev

Amit Sachdev works as a Technology Advisor for Dynamics products and the lead for SureStep methodology programs at Microsoft Canada. He is responsible for “Dynamics” product awareness, strategic engagement with Microsoft partners, building successful Dynamics practices, and ensuring use of best principles for partners around delivery and implementation methodologies.

Amit has diverse professional experience and in the past has worked in various capacities including advisory consulting, management, designing and implementing business solutions in many countries, spanning across various industries and market segments.

He holds an Engineering degree in Electronics, various awards and certifications in both Microsoft and non-Microsoft technologies. Apart from his eminence as a seasoned “Dynamics” professional, Amit has also been instrumental in providing strategic direction to various start-ups and sits on the board and advisory panels of various non IT and IT related companies.

Sharan Oberoi

Sharan Oberoi is a seasoned Microsoft Dynamics professional and has more than 11 years of experience working as an architect, consultant, and business leader for Microsoft Dynamics products. He works for Tectura in an advisory role.

He has helped various organizations with large scale, global, successful implementations of Microsoft Dynamics NAV. Sharan has also built and grown high performing, culturally diversified, and geographically dispersed consulting teams. At the start of his Microsoft Dynamics career, Sharan was an instrumental startup team member for Microsoft Dynamics NAV (Navision) in India. He led a small team to localize and release Microsoft Dynamics NAV in India and subsequently evangelize Microsoft Dynamics NAV across the newly established partner channel in India.

Sharan worked as a consultant for a few US end clients before moving to New Zealand. He gained his big four consulting experience while working for Ernst & Young in New Zealand for a few years. In 2007, he moved to Vancouver, Canada with his family and started working as a team leader for Tectura. Whilst at Tectura, Sharan has handled diversified roles and has been involved in various product teams and global clients, with, complex, high-risk product implementations and application roll outs.

Having worked for organizations like Tectura, Ernst & Young, and Navision (now Microsoft) Sharan has worked in a dozen or more countries, touching almost every continent. He has worked with clients from diversified industries including Ports, Financial services, Agri businesses, Energy and Power Generation, Shipping, and more.

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Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • 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

In Detail

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.

A hands on, short guide taking administrators through the installation, configuration, deployment, and ultimately, the administration of Dynamics NAV


This book is a tutorial guide that illustrates the steps needed to install, configure, deploy, and administer Dynamics NAV. It shows you how to get started with Dynamics NAV and then gradually explains other admin tasks such as backing up and performance tuning, using practical examples.

Who this book is 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.

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