Installation guides for Microsoft Dynamics GP

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This page includes links to the installation guides for Microsoft Dynamics GP. You can right-click the document links and choose Save Target As to save the documents to your computer.

On This Page
Analytics and reportingAnalytics and reporting
Business PortalBusiness Portal
Customization and integration toolsCustomization and integration tools
FinancialsFinancials
Project managementProject management
System and utilitiesSystem and utilities

Analytics and reporting

Name and descriptionDownloadsLast updated

Analysis Cubes (Microsoft SQL Server 2005)
Explains how to install, set up, and use Analysis Cubes, which you can view and customize to analyze your Microsoft Dynamics GP data. Also describes the dimensions, attributes, and measures of the cubes, and explains how to create Excel worksheets with PivotTable reports using the cubes. (48 pp.)

Analysis Cubes (AnalysisCubes.pdf)Download as PDF
1,070 KB

Analysis Cubes (AnalysisCubes.xps)Download as XPS
1,773 KB

April 17, 2007

Analysis Cubes for Excel (Microsoft SQL Server 2000)
Explains how to install, set up, and use Analysis Cubes for Microsoft Excel, which you can use to generate OLAP cubes to analyze your Microsoft Dynamics GP data. Also includes descriptions of the tables and reference information about the cubes. (88 pp.)

Analysis Cubes for Excel (AnalysisCubesForExcel.pdf)Download as PDF
1,393 KB

Analysis Cubes for Excel (AnalysisCubesForExcel.xps)Download as XPS
2,007 KB

April 24, 2007

SQL Server Reporting Services Administrator's Guide
Explains how to install and set up Microsoft SQL Server Reporting Services for use with Microsoft Dynamics GP reports. (37 pp.)

SQL Server Reporting Services Administrator's Guide (ReportingServicesAdminGuide.pdf)Download as PDF
629 KB

SQL Server Reporting Services Administrator's Guide (ReportingServicesAdminGuide.xps)Download as XPS
1,048 KB

March 25, 2008

Business Portal

Name and descriptionDownloads Last updated

Business Portal Installation Guide
Explains how to install Business Portal on a Web server running either Windows SharePoint Services or Office SharePoint Server. Includes maintenance and troubleshooting information, and also describes how to set up Business Portal for extranet access. (92 pp.)

Business Portal Installation Guide (BusinessPortalInstallation.pdf)Download as PDF
1,576 KB

Business Portal Installation Guide (BusinessPortalInstallation.xps)Download as XPS
2,445 KB

April 23, 2007

(Updated August 10, 2007, on CustomerSourceCustomerSource logon required)

Customization and integration tools

Name and descriptionDownloadsLast updated

Integration Guide For Microsoft Retail Management System Headquarters
Explains how to install and set up the integration between Microsoft Dynamics GP and Retail Management System (RMS) Headquarters, and describes how to import data from RMS Headquarters into Microsoft Dynamics GP. (26 pp.)

Integration Guide For Retail Management System Headquarters (RMSIntegration.pdf)Download as PDF
673 KB

Integration Guide For Retail Management System Headquarters (RMSIntegration.xps)Download as XPS
1,321 KB

March 20, 2007

Integration Manager User's Guide
Describes how to install Integration Manager and explains how to create and run integrations. Also describes how to use VBScript and includes adapter reference information. Before using this manual, you should know how to set up an ODBC data source and execute queries using SQL statements, and also be familiar with VBScript syntax. (170 pp.)

Note

If you use Microsoft Dynamics GP in any country other than the United States, contact the sales/support office in your country for information about configurations that have been tested with Integration Manager. In some countries, Integration Manager must be used on an “admin” installation of the client software that uses the U.S. dictionary and runs on a U.S. version of the operating system.

Integration Manager User's Guide (IMUsersGuide.pdf)Download as PDF
2,339 KB

Integration Manager User's Guide (IMUsersGuide.xps)Download as XPS
2,930 KB

October 11, 2007

Financials

Name and descriptionDownloadsLast updated

GST and Australian Taxes
Explains how to install the Australian tax features for Microsoft Dynamics GP, and set up and use Goods and Services Tax (GST), Pay As You Go, Business Activity Statement reports, and Pay As You Go reports. Also describes how to enter and view tax information. (100 pp.)

GST and Australian Taxes (GSTandAustralianTaxes.pdf)Download as PDF
2,260 KB

GST and Australian Taxes (GSTandAustralianTaxes.xps)Download as XPS
3,493 KB

April 25, 2007

Project management

Name and descriptionDownloadsLast updated

Personal Data Keeper
Explains how to install, upgrade, and set up Personal Data Keeper, which you can use to enter and submit Project Accounting timesheets and expense reports, regardless of whether you're connected to the corporate network. Also describes how to enter transactions and complete inquiry and reporting procedures. (60 pp.)

Personal Data Keeper (PDK.pdf)Download as PDF
865 KB

Personal Data Keeper (PDK.xps)Download as XPS
1,765 KB

April 25, 2007

System and utilities

Name and descriptionDownloadsLast updated

Audit Trails
Explains how to install, upgrade, set up, and use Audit Trails to track change history on any data changes that occur within Microsoft Dynamics GP. Audit Trails helps support compliance with regulations for how you secure, manage, and control your business data, such as Sarbanes-Oxley and FDA 21 CFR Part 11. (24 pp.)

Audit Trails (AuditTrails.pdf)Download as PDF
730 KB

Audit Trails (AuditTrails.xps)Download as XPS
1,775 KB

April 24, 2007

Electronic Signatures
Describes how to install, set up, and use Electronic Signatures to enable authorizations for system changes and attach reason codes and comments to change history. Electronic Signatures helps you meet the requirements of data compliance regulations such as FDA 21 CFR Part 11 and the Sarbanes-Oxley Act. (18 pp.)

Electronic Signatures (ElectronicSignatures.pdf)Download as PDF
506 KB

Electronic Signatures (ElectronicSignatures.xps)Download as XPS
1,182 KB

April 24, 2007

Microsoft Dynamics GP Installation Instructions
Contains the installation checklist and instructions for installing Microsoft Dynamics GP and its additional products. Also explains how to set up a company and an account framework. (64 pp.)

Note

Knowledge Base article 947538CustomerSource logon required includes workaround information if you encounter the following message when installing Microsoft Dynamics GP 10.0: "Product: Dexterity Shared Components -- .NET Framework 2.0 is not installed. The installation cannot continue."

Microsoft Dynamics GP Installation Instructions (Installation.pdf)Download as PDF
1,112 KB

Microsoft Dynamics GP Installation Instructions (Installation.xps)Download as XPS
1,876 KB

April 25, 2007

Professional Services Tools Library
Explains how to install and use the Professional Services Tools Library, and includes descriptions of the tools available for each series. (54 pp.)

Professional Services Tools Library (ProfServicesToolsLibrary.pdf)Download as PDF
774 KB

Professional Services Tools Library (ProfServicesToolsLibrary.xps)Download as XPS
1,744 KB

April 27, 2007

Workflow Installation Guide
Explains how to install Workflow components on a Web server running Office SharePoint Server 2007. (54 pp.)

Note

Before installing Workflow, install the following hotfixes on the Web server running Office SharePoint Server 2007.

Windows Workflow Foundation hotfix: This hotfix resolves issues regarding the escalation of tasks. To download this hotfix, go to the Microsoft Download Center and search for KB932394.

Office SharePoint Server hotfix: This hotfix resolves issues that occur when you submit multiple documents for approval from a list, or when you deactivate a workflow. For more information about this hotfix, go to Microsoft Support and search for Knowledge Base article 934790. To obtain this hotfix, contact Microsoft Customer Support Services. For a complete list of Microsoft Customer Support Services telephone numbers and information about support costs, view the Microsoft Support contact information.

Knowledge Base article 949525CustomerSource logon required includes workaround information if you encounter the following message when installing Workflow for Microsoft Dynamics GP 10.0: ".NET Framework 2.0 is not installed."

Workflow Installation Guide (WorkflowInstallation.pdf)Download as PDF
909 KB

Workflow Installation Guide (WorkflowInstallation.xps)Download as XPS
1,689 KB

April 27, 2007

(Updated August 30, 2007, on CustomerSourceCustomerSource logon required)

Note

TheCustomerSource logon required icon indicates secure content that is available on CustomerSource. Visit the Realize the benefits of CustomerSource page for more information.



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