Microsoft Dynamics NAV Administration

Table of Contents

• Preface

• 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 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

• Chapter 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

• 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

• Index

Amit Sachdev

Sharan Oberoi

This book provides a good introduction to a wide variety of topics that may be of interest to a systems administrator.

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