Course 8831A:

Installation & Configuration in Microsoft Dynamics SL 7.0

Length:2 Days
Published:August 15, 2007
Language(s):English
Audience(s):IT Professionals
Level:200
Technology:Microsoft Dynamics SL 7.0
Type:Course
Delivery Method:Instructor-led (classroom)
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About this Course
This course develops understanding of technologies and techniques necessary to successfully install Microsoft Dynamics SL by covering the basics of installation and setup, as well as advanced topics such as optimization. The course builds confidence and minimizes installation time. Microsoft SQL Server is discussed as it applies to the optimization of Microsoft Dynamics SL.
The course discusses the installation of Microsoft Dynamics SL and the installation of the related products listed in the agenda. This course does not go into the setup and use of the Microsoft Dynamics SL application as these topics are covered within other training offered by Microsoft.
Audience Profile
Microsoft Dynamics SL Installation and Configuration training is recommended for people who plan to install, implement, configure, consult, or support Microsoft Dynamics SL. The class is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects of Microsoft Dynamics SL. The course is not intended for non-technical staff.
At Course Completion
After completing this course, students will be able to:
  • Identify the unique position of Microsoft Dynamics SL in the accounting software marketplace
  • Describe features, design foundations and system level support
  • Interpret Microsoft Dynamics SL licensing issues and the relationship with Microsoft SQL Server licensing
  • Describe the working relationship between Microsoft SQL Server and Microsoft Dynamics SL
  • Identify the elements of Microsoft Dynamics SL pre-installation
  • Gather resources needed to prepare for Microsoft Dynamics SL installation
  • Identify the basics of developing a Microsoft Dynamics SL implementation plan
  • Prepare the computer platform for Microsoft Dynamics SL installation
  • Identify the main elements of Microsoft Dynamics SL installation
  • Install Microsoft Dynamics SL
  • Set up new Microsoft Dynamics SL databases
  • Set up Microsoft Dynamics SL demo databases
  • Login to Microsoft Dynamics SL
  • Register Microsoft Dynamics SL
  • Set up Microsoft Dynamics SL clients
  • Identify the Microsoft Dynamics SL directory structure
  • Identify Microsoft Dynamics SL components
  • Identify the basics of all Microsoft Dynamics SL menu functions
  • Run Microsoft Dynamics SL modules and open Microsoft Dynamics SL windows
  • Navigate through the system and manage database records using Microsoft Dynamics SL
  • Set up Microsoft Dynamics SL printer services
  • Use Microsoft Dynamics SL standard and extended report options
  • Use Microsoft Dynamics SL online help system
  • Identify the different levels of system security used with Microsoft Dynamics SL
  • Define Microsoft Dynamics SL users and groups
  • Set up user and user group access rights
  • Change user passwords
  • Use inquiry and entity inquiry windows in Microsoft Dynamics SL
  • Use Microsoft Dynamics SL’s copy and paste functions
  • Set up and use Microsoft Dynamics SL templates
  • Identify the basics of using recurring transactions in Microsoft Dynamics SL
  • Attach notes to data items
  • Track current Microsoft Dynamics SL user activity
  • Use the Microsoft Dynamics SL event log
  • Download and install Microsoft Dynamics SL update files
  • Identify the basics of on going system maintenance
  • Backup the Microsoft Dynamics SL database and system
  • Use the Database Maintenance Plan in SQL Server
  • Configure Windows Servers
  • Recommend SQL Server Settings
  • Identify bottlenecks
  • Utilize Windows Performance Monitor
  • Describe the basics of RAID arrays
  • Use Windows Performance Monitor for SQL
  • Set up an Application Server
  • Submit requests to an Application Server
  • Monitor requests made to an Application Server
  • Identify Microsoft Dynamics SL Supporting products
  • Identify the uses for Web Order
  • Set up ODBC data sources
  • Install Crystal Reports
  • Install FRx
  • Use Transaction Import
  • Identify problems and find sources of problems
  • Use tools and sources in Microsoft Dynamics SL to correct issues
  • Use SQL Server Profiler
  • Troubleshoot Microsoft Dynamics SL
Course OutlineModule 1: Introducing the Microsoft Dynamics SL System
This chapter introduces the features, purpose, and characteristics of Microsoft Dynamics SL covering specific items within Microsoft Dynamics SL and how the system is set up.
Lessons
  • Understanding Microsoft Dynamics SL
  • Licensing Microsoft Dynamics SL
  • Understanding Microsoft SQL Server licensing
  • Understanding the Microsoft Dynamics SL - SQL Server relationship
Lab : Identify the correct Microsoft Dynamics SL edition based on specific criteria
After completing this chapter, students will be able to:
  • Identify the unique position of Microsoft Dynamics SL in the accounting software marketplace
  • Describe features, design foundations, and system level support
  • Interpret Microsoft Dynamics SL licensing issues and the relationship with Microsoft SQL Server licensing
  • Describe the working relationship between Microsoft SQL Server and Microsoft Dynamics SL
Module 2: Preparing to Install Microsoft Dynamics SL
This chapter discusses the importance of planning prior to an installation. Topics include what to do in pre-planning and referencing technical bulletins. Implementation plans are discussed as well as the hardware and software requirements for Microsoft Dynamics SL.
Lessons
  • Defining pre-installation
  • Protecting current accounting data
  • Gathering what you need
  • Defining the implementation plan
  • Setting up the appropriate computer system
  • Microsoft Dynamics SL hardware and software requirements and recommendations
Lab : Locate a specific Install Guide based on particular criteria
After completing this chapter, students will be able to:
  • Identify the elements of Microsoft Dynamics SL pre-installation
  • Gather resources needed to prepare for Microsoft Dynamics SL installation
  • Identify the basics of developing a Microsoft Dynamics SL implementation plan
  • Prepare the computer operating system for Microsoft Dynamics SL installation
Module 3: Installing Microsoft Dynamics SL
This chapter describes a complete installation of Microsoft Dynamics SL. The process is reviewed, followed by a screen by screen install which discusses the importance of each option and selection during the installation.
Lessons
  • Understanding the process
  • Installing Microsoft SQL Server
  • Installing Microsoft Dynamics SL
After completing this chapter, students will be able to:
  • Identify the main elements of Microsoft Dynamics SL installation
  • Install Microsoft Dynamics SL
Module 4: Preparing Microsoft Dynamics SL Databases for Use
This chapter describes how to set up and configure Microsoft Dynamics SL databases. Included in this chapter is the creation of system, application and demo databases. Registration of Microsoft Dynamics SL is also discussed.
Lessons
  • Creating databases
  • Logging into Microsoft Dynamics SL
  • Preparing databases for operation
  • Registering Microsoft Dynamics SL
Lab : Create a demo database
After completing this chapter, students will be able to:
  • Set up new Microsoft Dynamics SL databases
  • Set up Microsoft Dynamics SL demo databases
  • Login to Microsoft Dynamics SL
  • Register Microsoft Dynamics SL
Module 5: Microsoft Dynamics SL Client Installation
This chapter covers installing a Microsoft Dynamics SL client. It discusses the creation of a shared directory on the server to distribute the install files for a client.
Lessons
  • Setting up Dynamics SL clients
After completing this chapter, students will be able to:
  • Set up Microsoft Dynamics SL clients
Module 6: Directory Structure and Components
This chapter focuses on the important files installed with Microsoft Dynamics SL. Features of each file are covered with an explanation of the parameters.
Lessons
  • Understanding the Microsoft Dynamics SL directory structure
  • Microsoft Dynamics SL components
After completing this chapter, students will be able to:
  • Identify the Microsoft Dynamics SL directory structure
  • Identify Microsoft Dynamics SL components
Module 7: Learning the Basics of Microsoft Dynamics SL
This chapter covers how to use Microsoft Dynamics SL including navigation, menus, and creating standard or extended reports. Also covered are entering and managing data records and the set up of printer services for Microsoft Dynamics SL.
Lessons
  • Navigating through Microsoft Dynamics SL
  • Using function keys
  • Running Microsoft Dynamics SL Applications
  • Entering and managing data records
  • Setting up printer services
  • Setting up a default Microsoft Dynamics SL printer
  • Using online help
  • Initializing data in Microsoft Dynamics SL
Lab : Create new records in the chart of accounts windowLab : Print the GL Batch Register
After completing this chapter, students will be able to:
  • Identify the basics of all Microsoft Dynamics SL menu functions
  • Run Microsoft Dynamics SL modules in open Microsoft Dynamics SL windows
  • Navigate through the system and manage database records
  • Set up Microsoft Dynamics SL printer services
  • Use Microsoft Dynamics SL standard and extended report options
  • Use Microsoft Dynamics SL online help system
Module 8: Establishing Microsoft Dynamics SL Security
This chapter covers the security model of Microsoft Dynamics SL. Learn about the various security levels for Microsoft Dynamics SL and how these integrate with Windows and SQL Server. The chapter also describes the creation of users and user groups and assigning access rights.
Lessons
  • Protecting Microsoft Dynamics SL
  • Understanding the levels of system security
  • Establishing internal Dynamics SL security
After completing this chapter, students will be able to:
  • Identify the different levels of system security used with Microsoft Dynamics SL
  • Define Microsoft Dynamics SL users and groups
  • Set up user an user group access rights
Module 9: Learning Microsoft Dynamics SL Power User Features
This chapter provides an overview of the special features available in Microsoft Dynamics SL. Learn about copy functions for copying information in one field/form to another as well as using templates and attaching notes to data items.
Lessons
  • Extending Microsoft Dynamics SL usage
  • Using inquiry and entity inquiry windows
  • Copying and pasting data
  • Entering data using templates
  • Using recurring transactions
  • Attaching notes to data items
After completing this chapter, students will be able to:
  • Use inquiry and entity inquiry windows in Microsoft Dynamics SL
  • Use Microsoft Dynamics SL’s copy and paste functions
  • Set up and use Microsoft Dynamics SL templates
  • Identify the basics of using recurring transactions in Microsoft Dynamics SL
  • Attach notes to data items
Module 10: Monitoring and Maintaining Microsoft Dynamics SL
This chapter covers the activities to perform to maintain Microsoft Dynamics SL. Covered in this chapter are the event log, system maintenance, integrity checks, database backups and the creation of a database maintenance plan.
Lessons
  • Monitoring active Microsoft Dynamics SL users
  • Reviewing the Microsoft Dynamics SL event log
  • Performing on going system maintenance
  • Backing up Microsoft Dynamics SL
  • Using the database maintenance wizard
  • Other considerations
Lab : Check the integrity of the General Ledger module’s posted batches
After completing this chapter, students will be able to:
  • Track current Microsoft Dynamics SL user activity
  • Use the Microsoft Dynamics SL event log
  • Download and install Microsoft Dynamics SL update files
  • Identify the basics of on going system maintenance
  • Backup the Microsoft Dynamics SL database and system
  • Use the Database Maintenance Plan in SQL Server
Module 11: Optimizing Performance
This chapter provides a brief overview of tools to use when evaluating the performance of Microsoft Dynamics SL. System settings are covered as well as a look into identifying bottlenecks using the System Monitor.
Lessons
  • Optimizing performance
  • Windows OS bottleneck analysis
  • Strategies for testing and tuning servers
  • SQL Server configuration
  • Methods of optimizing a SQL relational database
  • Analyzing and troubleshooting less than optimal performance
  • Optimization summary
After completing this chapter, students will be able to:
  • Configure Windows Servers
  • Recommend SQL Server Settings
  • Identify bottlenecks
  • Utilize Windows Performance Monitor
  • Describe the basics of RAID arrays
  • Use Windows Performance Monitor for SQL
Module 12: Using Microsoft Dynamics SL Application Server
This chapter covers the Microsoft Dynamics SL Application Server. Included in this chapter is an overview of the purpose and benefits of using Application Server, how to set up Application Server, and the administration of an Application Server.
Lessons
  • Application Server overview
  • Setting up Application Server
  • Pausing, restarting and shutting down Application Servers
  • Submitting Application Server requests
  • Checking the Application Server queue
  • Viewing Application Server logs
After completing this chapter, students will be able to:
  • Set up an Application Server
  • Submit requests to an Application Server
  • Monitor requests made to an Application Server
Module 13: Installing Additional Products
This chapter covers the additional products used with Microsoft Dynamics SL. Installation steps are covered for Crystal Reports and FRx.
Lessons
  • Installing additional products
  • Web Order starter kit
  • Configuring ODBC
  • Crystal Reports
  • Installing Crystal Reports
  • FRx
  • Installing FRx
After completing this chapter, students will be able to:
  • Identify Microsoft Dynamics SL Supporting products
  • Identify the uses for Web Order
  • Set up ODBC data sources
  • Install Crystal Reports
  • Install FRx
Module 14: Transaction Import
This chapter provides a brief overview of the Transaction Import utility. The different types of imports, as well as an example of an import are covered.
Lessons
  • Transaction import process
  • Control macro generator
  • Transaction import
Lab : Import budget information into the Budget Maintenance screen
After completing this chapter, students will be able to:
  • Use Transaction Import
Module 15: Troubleshooting
This chapter covers some of the tools and resources to utilize when troubleshooting Microsoft Dynamics SL. It presents a brief introduction of the methodology to follow when diagnosing problems followed by a look at how SQL Server Profiler can help with troubleshooting. The chapter concludes with the presentation of troubleshooting scenarios.
Lessons
  • Troubleshooting
  • Identifying the problem and finding its source
  • Tools and sources
  • Microsoft Dynamics SL online documentation
  • TechKnowledge database
  • Problem solving using SQL Server Profiler
  • Troubleshooting scenarios
Lab : Three scenarios on troubleshooting Microsoft Dynamics SL
After completing this chapter, students will be able to:
  • Identify problems and find sources of problems
  • Use tools and sources in Microsoft Dynamics SL to correct issues
  • Use SQL Server Profiler
Before attending this course, students must have:
  • Working knowledge of Microsoft Windows 2003, or Microsoft Windows XP. General knowledge of database applications is helpful but not required.
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