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Great Plains 8.0 Installation and Configuration
Course Description


Introduction
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The three-day Microsoft Business Solutions–Great Plains Installation and Configuration course develops your understanding of technologies and techniques necessary to successfully install Microsoft Great Plains. By covering the basics of installation and setup, as well as advanced topics such as optimization and troubleshooting, this course builds your confidence and minimizes the installation time for your customers. Microsoft SQL Server™ is discussed as it applies specifically to the optimization of Microsoft Great Plains. The course covers the installation of Microsoft Great Plains as well as the installation of the related products listed in the agenda. This course does not go into the setup and use of the Microsoft Great Plains application as these topics are covered by other classes offered by Microsoft Business Solutions Training.

Course Objectives

Identify the architecture of Microsoft Great Plains

Identify the hardware requirements for Microsoft SQL Server in a Microsoft Great Plains environment

Install the MSDE version of Microsoft SQL Server as it relates to Microsoft Great Plains

Create a Data Source Name (DSN) for Microsoft Great Plains

Identify the correct settings for an ODBC source for Microsoft Great Plains

Install Microsoft Great Plains in a Client/Server environment

Identify account framework parameters

Create additional companies

Create a client installation template

Install Microsoft Business Solutions Great Plains on a client workstation

Identify the different hardware and software requirements for a Microsoft Business Solutions Great Plains client

Identify the relationship of the Microsoft Great Plains series

Create users and grant user access in Microsoft Great Plains

Register Microsoft Great Plains

Set up security and classes in Microsoft Great Plains

Track user activity in Microsoft Great Plains

Identify components and files installed by Microsoft Great Plains

Identify the features of Microsoft Great Plains

Configure database options

Set up a database maintenance plan

Perform SQL maintenance

Define the settings for optimizing Microsoft Business Solutions Great Plains performance

Identify System Monitor counters used in optimizing performance

Setup and configure Process Server

Identify settings of Process Server

Install FRx for Microsoft Great Plains

Identify the characteristics of Microsoft FRx

Configure BCP to import and export data from a Microsoft Great Plains database

Identify the parameters of BCP for importing and exporting data from a Microsoft Great Plains database

Define the characteristics of Report Scheduler

Configure Report Scheduler

Identify the characteristics of Microsoft SQL Server Profiler

Create a dexsql.log file

Troubleshoot Microsoft Great Plains


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Course Outline

Chapter 1: Microsoft Business Solutions Great Plains Architecture

This chapter introduces you to Microsoft Great Plains’ architecture. The design philosophy as well as the underlying architecture is covered.

Main Topics

Architecture

Functionality vs. Technology

Addressing Business Needs

After completing this chapter, students should be able to:

Identify the architecture of Microsoft Great Plains

Chapter 2: Microsoft SQL Server Install

This chapter looks at the key issues with installing Microsoft SQL Server. An installation is not performed in class but important installation decisions are discussed.

Main Topics

Overview of Microsoft SQL installation

System Requirements for Microsoft Business Solutions Great Plains on Microsoft SQL Server

Installation of Microsoft SQL Server 2000

After completing this chapter, students should be able to:

Install Microsoft SQL Server

Identify hardware requirements for Microsoft SQL Server for use with Microsoft Great Plains

Chapter 3: Microsoft SQL Server Install MSDE

This chapter discusses installing the MSDE version of SQL for use with Microsoft Great Plains. In addition, a few common command line tools are reviewed.

Main Topics

MSDE System Requirements

MSDE Installation

MSDE Configuration Tools

After completing this chapter, students should be able to:

Install the MSDE version of Microsoft SQL Server for use with Microsoft Great Plains

Chapter 4: ODBC Setup

Microsoft Great Plains requires an ODBC connection to the Microsoft SQL Server to access data. This chapter focuses on the specific settings for creating a data source name.

Lessons

Setting up ODBC

After completing this chapter, students should be able to:

Create a Data Source Name (DSN) for Microsoft Great Plains

Identify the correct settings for an ODBC source for Microsoft Great Plains

Chapter 5: Great Plains Data Server Installation

This chapter examines the process of installing Microsoft Great Plains on Microsoft SQL Server. This includes examining each installation screen and looking at the various options to select during the installation.

Main Topics

Server Installation

After completing this chapter, students should be able to:

Install Microsoft Great Plains in a Client/Server environment

Chapter 6: Great Plains Utilities

This chapter examines how to setup your Microsoft Great Plains databases, account framework, additional sorting options, and how to create a client template. The chapter focuses on the steps performed immediately after installing the Microsoft Great Plains program files.

Main Topics

Microsoft Great Plains Utilities

Dynamics database initialization

Account framework setup

Setting system options

Additional tasks

Initializing the sample company

Creating additional companies

Creating a template for client installations

Troubleshooting

After completing this chapter, students should be able to:

Identify account framework parameters

Create additional companies

Create a client installation template

Chapter 7: Microsoft Great Plains Client Installation

This chapter guides you through the various processes of installing Microsoft Great Plains on a client workstation. Hardware and software requirements are examined as well as the ability to install the client from a template.

Main Topics

Microsoft Great Plains client requirements

Standard installation

Installing the client from the template

After completing this chapter, students should be able to:

Install Microsoft Business Solutions Great Plains on a client workstation

Identify the hardware and software requirements for a client workstation

Chapter 8: Microsoft Great Plains System Manager

This chapter examines the System manager components of Microsoft Great Plains. Specifically, the creating of users, security, classes, and companies are covered. In addition, this chapter examines a few standard reports included with Microsoft Great Plains.

Main Topics

The Microsoft Great Plains series

Integrated accounting

System and company setup

System password setup

User classes

User setup

User access

Advanced Security Setup

Security setup

User activity

User preferences

Registration

System reports

Company setup procedures

Create company

Company information

Internet information

Company reports

Lab

Test your skills creating users, classes, and company access

After completing this chapter, students should be able to:

Identify the relationship of the Microsoft Great Plains series

Create users and grant user access in Microsoft Great Plains

Setup security and classes in Microsoft Great Plains

Track user activity in Microsoft Great Plains

Register Microsoft Great Plains

Setup company information in Microsoft Great Plains

Chapter 9: Great Plains Components

This chapter discusses the files installed during the installation of Microsoft Great Plains.

Main Topics

Installation components and files

Where to store dictionaries

After completing this chapter, students should be able to:

Identify components and files installed by Great Plains

Chapter 10: Microsoft Great Plains Features

This chapter examines the purpose of the SQL options, walks through a batch recovery process, and looks at how identity columns and stored procedures are used in Microsoft Great Plains.

Main Topics

SQL options

Batch recovery process

Identity columns

Stored procedures

Microsoft Great Plains features

After completing this chapter, students should be able to:

Identify the features of Microsoft Business Solutions Great Plains

Chapter 11: Post Installation Administration

This chapter examines the database options to set for your Microsoft Great Plains databases. It also discusses maintenance of Microsoft Great Plains databases and identifies database backup procedures. To complete the chapter, you set up a database maintenance plan.

Main Topics

Database options

Database backup procedures

Great Plains SQL maintenance

SQL database maintenance

Using the database maintenance wizard

Great Plains data recovery procedures

Backup procedures within Microsoft Great Plains

After completing this chapter, students should be able to:

Configure database options

Setup a database maintenance plan

Perform SQL maintenance

Chapter 12: Optimizing Performance

This chapter discusses how to optimize your Windows Server system. Specifically, it looks at settings for memory, CPU, network, and the disk subsystem through system monitor.

Main Topics

Windows Server operating system configuration

Windows Server operating system bottleneck analysis

Strategies for testing and tuning servers

SQL Server configuration

Methods of optimizing a SQL relation database

Analyzing less than optimal performance

Monitoring SQL Server with System Monitor

Optimization summary

After completing this chapter, students should be able to:

Define the settings for optimizing Microsoft Great Plains performance

Identify System Monitor counters used in optimizing performance

Chapter 13: Process Server

This chapter covers the basics of setting up Process Server. Terms are defined as well as the components of Process Server. During the chapter, you define tasks to run remotely and define which servers will run remote tasks. As a member of a team, you create an environment to process Checklinks remotely.

Main Topics

Overview of Process Server

The DPS and DPM environment

Process server setup

Designating the output report location

Process monitor

Process server inquiry

Process server reporting

Review of setup and execution

Lab

Using a partner in class, setup Process Server to remotely process Checklinks on each other’s machine

After completing this chapter, students should be able to:

Setup and configure Process Server

Identify settings of Process Server

Chapter 14: Microsoft FRx Installation

This chapter examines installing the FRx application but does not delve into the inner workings of extracting financial information. Included in this chapter is configuring databases for use with FRx and defining the folder structure for reports.

Main Topics

Installation considerations

Pre-install: running SQL scripts for FRx

Create a shared folder on server

Installing FRx on the first workstation

Changing data paths and FRx registration

Setting up company information

Adding additional FRx workstations

FRx troubleshooting techniques and tips

After completing this chapter, students should be able to:

Install FRx for Microsoft Business Solutions Great Plains

Identify the characteristics of FRx

Chapter 15: Microsoft SQL Server Bulk-Copy Program (BCP)

This chapter discusses the command line driven BCP tool. It looks at the parameters for BCP and how to perform an export and import of data from a Microsoft Great Plains database.

Main Topics

Bulk Copy Program

Transfer data with the BCP utility

Lab

Export and import data from a Microsoft Great Plains inventory table

After completing this chapter, students should be able to:

Configure BCP to import and export data from a Microsoft Great Plains database

Identify the parameters of BCP for importing and exporting data from a Great Plains database

Chapter 16: Report Scheduler

This chapter discusses how to set up the Report Scheduler option.

Main Topics

Report Scheduler

After completing this chapter, students should be able to:

Define the characteristics of Report Scheduler

Configure Report Scheduler

Chapter 17: Troubleshooting

This chapter discusses the methodology around troubleshooting Microsoft Great Plains. Then, you look at a few tools used in troubleshooting and troubleshoot ten different scenarios.

Main Topics

Identifying the problem and finding its source

Tools and sources

Problem solving using SQL Server Profiler

Problem solving using the dexsql.log file

Troubleshooting scenarios

Lab

Troubleshooting Microsoft Great Plains

After completing this chapter, students should be able to:

Identify the characteristics of Microsoft SQL Server Profiler

Create a dexsql.log file

Troubleshoot Microsoft Great Plains


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