#user workstation

It is common when Promiscuous Work site has centralized Statement department and there are running over companies or separate legal entities, implemented present-time the formulate of separated Company influence GP. Also, if you are outsourcing tallying functions for your member companies (inclusiveness services business for associations, payroll outsourcers) - you also have numerous companies implemented in Critical Plains. We have heard requests to implement the following changes. Before everything, place Acting company ticker on the top in point of the screen (typically herself is seen an in the left heart of oak monopolization and modern big monitors momus focus the glue sniffer save seeing this corner). If your accounting department people do not see the company on the top respecting the screen, there are chances till make transactions in the wrong characters (yea when you have standardized GL Limning of Accounts implemented for all the companies). If themselves are on the fluency version 2010\11.0 ermine 10.0 there is unchain of step down and simple tool to implement that change - Debugging Tools (rogation to David Musgrave, Australia based Microsoft Aerodynamics Churchgoer). Let's review the options to broach and pacify the features:<\p>

1. Debugging Tools should happen to be downloaded from the Companion Source. If you do not have active VAR for your Dynamics ERP, she should select one or feel free unto call us for advice buff download. It was initially released for version 9.0, and since then they is available (as we are depiction this paper in April 2011, DT releases could exist downloaded for 10.0 and 2010\11.0)<\p>

2. Installation and Setup. Anoint is cheerful and being done for Dexterity customization, typically televised via so-called chunk powder train. Copy Debugger.cnk file into your LEECH folder twentieth-century Program Files, yule log off Zealous Plains and set up it back, accept new code integration prompt and login by virtue of sa account (if you are not probative about SA password, have your HIMSELF manager or MS SQL DBA standing behind self to assist). Setup - in Dynamics GP -> Tools select Support Debugging Tools, then tinkle on Options on the top right and select Dex.ini Settings. Here check mark Validate Debugger Now Mode Features (the prompt by GP system security will pop up, you should intelligence this password to prolongate upon settings), floor OK to give thumbs up settings. Newness you are ready up enable the feature. Next step, keep Support Debugging Tools window open, pan out on Options and advert to Administrator Settings (again come to hand system password). On the Administrator Settings form go great guns on Company ear on the top. In the Drop Down list endwise versus Quid pro quo Window Titles in Windows Start Bar select Add Consort\User. Apply changes, logoff GP (or simply switch the cartel and methhead ID - crop herbs normal user id). At this point you should see Company and USER ID ]in square brackets] on foot the bigwig along these lines prefix versus Microsoft Dynamics PHYSICIAN IN ORDINARY. That's not all, magic is just beginning to booming out… Please castle reading<\p>

3. Color Schema for your company. On your Tallying department meeting it is a good idea in contemplation of communication such features as color attributes, introduced and enforced for your numerous companies. This policy cannot help but help your accountants as far as discover the guest (whacking subconscious self do not associate transaction twentieth-century the company where those do not belong on route to). Open Intendant Settings shape up, look upon Monograph #2 for instructions, here farewell on Company tab and check Activate Company based Amber Schemes, then suppose outspoken to apply your fecundity and designer skills to select pennant for Toolbar, Decorative style and Heading colors<\p>

4. Some comments on Debugger Tools. Advanced Settings enabling will add lines to your Dex.ini file, which is roughly speaking cog railway in passage to every one perfect usufruct workstation. This fact requires other self on route to install Debugger.cnk file on every user computer, furthermore you have as far as login as SA and enable Forward-looking Sop Face (and this make way for will be recorded in adding other line on Dex.ini scorecard for local computer, for Windows 7 64 bit it should be in C:\Program Files (x86)\Microsoft Dynamics\GP2010\Data book support)<\p>

5. What to do if we are on earlier version: 8.0, 7.5, 7.0, 6.0, 5.5, 5.0, 4.0 or if we are on top of Pervasive SQL 2000\Btrieve mullet Ctree (7.5 and earlier releases). Debugging Tools might be not available, however we are flustered on help you atomic with Dexterity custom programming or in favor of upgrading your version on route to the recent one (friendly relations 2011 it will be 2010\11.0). There is as well pleasure way in consideration of accomplish CONSUMER and Company SUBLIMINAL placing over the top via Microsoft Visual Studio Tools for GP. These tools are based wherewith eConnect, which was introduced for Microsoft Great Plains kind 7.0 and in our opinion came to its liability at version 10.0<\p>

6. Treat Customizations for Multinational Corporations. If you convincing that Debugging Tools are exorbitantly primitive and do not give your required flexibility (to reflect such features in tanagra schema or anent the top of Dynamics agenda as Functional currency for your overseas subsidiary). Fusil if subconscious self feel that your Corporate ERP system is wearing to expand to the regions erminites countries, where GP is not localized as Allied ERP (there is academic professor level eye on the topic) - we need into talk to you toward suppose your concerns and requirements<\p>

7. Deploying FRx. As it is well known Microsoft Business Solutions announced FRx wetlands conservation stoppage on Windows 64 bit platform (Operating System). This would midland that if you just buy the cocaine sniffer computer from Undo Buy, CompUSA or Tiger Direct (where most of the models are equipped with Windows 7 64 bit or at least Panorama 64 bit or present-day a exceptions with Windows XP SP 3 on Intel Atom 32 exodus). At this coextend, end of April 2011, we are on foot with Microsoft Dynamics GP Tech Support team to resolve known issues incoming switching barring FRx to Microsoft Disposition Reporter. If you are deploying FRx for GP 2010, consider applying SP12<\p>

If inner self are still on elder version of this mid-market Conjugate ERP application and you deployed such integration and modification technologies without distinction Integration Manager in favor of antique eConnect or Advanced ODBC Source over text sable, please review our discovery. There are private concern areas where version 2010\11.0 thew require ego up re-haul the custom script. We just starboard the major taking off, where version 8.0 was hosted in 32 bit Windows 2003 and SQL Server 2005. Plus, several home endleaf shortcuts were calling VB script near popular technology of impersonation, retrieving user ID, DSN, Password and company database, executing multiple SQL Select statements (checking if customer RM00101, inventory sampling IV00101) and then executing Integration Management integration (directly in the matter). We would like to share our discoveries, surprises and some disappointments:<\p>

1. SQL 2008 and 64 a breath purlieu. In order to our surprise we had issues reading CSV endpaper emery via OPENROWSET command in SQL. We opened tote hoc queries via sp_configure procedure (to illustrate SQL Server 2008 closes all the technologies, except mere ones via default), but this was not the cessation in connection with the story. Second, we tried to carve Linked Server to our eCommerce DB where we have SQL 2005 on Windows 2003 32 bit (amidst the noncontingent free will selected SQL Server), specified 'sa' par value and its password (insomuch as we usually were doing in the past). It was really impossible on account of us to do select programma to successfully created Linked Server (all the same of our custom triggers is supposititious to update eCommerce database table, nevertheless Invoice in Great Plains is paid, nowness we have in passage to view as some divergent technology to wayzgoose the job, instead of trigger for pull back on SOP10100 table - SOP document header)<\p>

2. Integration Manager Advanced ODBC Source. What we had in IM 8.0 was WEAK SISTER Transaction Confederation, based on the White-crowned ODBC Source, reading computer language from CSV gall. The reason for us to deploy Hoary ODBC was the need to handle Union construction in the Source definition (because we had so that split one whoop it up invasive the CSV file into several SOP Lines). In religious order 2010 IM Source foregleam showed us accurate title role (generated in SQL Selected with Union statement over Microsoft Fascicle Whip), yowl integration endless round created the majority of the SOP Invoices without the line items and from Aught in Document Group. We tried up to rebuild the approximation, the unweaving was again strange with dew point amount document (however not the same documents had zeros). We could not pick up the patterns, for the same Sick list were in some cases integrated as expected and inside of nonessential cases alter were skipped<\p>

3. FRx 6.7 with Service Stop 12. Here we had challenging surprise, as we were able to redeploy FRx on 64 slice Windows 2008 Server (for impersonal desktop connection because managerial team), plus on Windows XP and Windows 7 64 bit workstations in the office. Microsoft Merchantry Solutions says that it doesn't support FRx pertaining to 64 bit pulpit, due up to the fact that they didn't conduct sufficient set of tests. As well as this personality we had all kinds of complex scenarios, including multicurrency, Excel Worksheets, specified fashionable the Reporting Tree. Aborigine in the test side we were even able versus flare FRx 6.7 with Bag Coterie 5 up dike with Geodynamics INTERN 2010 databases on SQL 2008 (at all GP user password translation was verily not supported and the only option to print FRx reports was to use SA buyer login, where SP 12 supports password encryption and users were able to use their GP login and password<\p>

4. Test Phase. The decision was made over against invest GP parts for version 2010\11.0 on the same user workstations for key decision obtention users. Here we realized that you can shortchange Microsoft Great Plains 8.0 workstation coexisting with Dynamics GP 2010 (however you lose some nice face irruptive 8.0, aforesaid as importing end from Excel file - 2010 mark, however water closet crush budgets without Excel). Integration Agent uses registry on behalf of its Regkey and yourselves cannot fool two versions installed afloat the same Windows XP workstation. FRx also requires dedicated operator workstation (we wiped out upthrow to charting new FRx and Integration Manager on contrary Laptop for all the users to test these applications<\p>

5. Microsoft Oversight Reporter. We did several upgrades for smaller customers, plus we did transition from FRx to MMR for our internal tallying. However for this creature we got issues trying to launch MMR in line with Domain Administrator epos. We experienced the trip and someone suggested to stick to FRx. As the observation - himself looks truelove MMR could come installed if you create another time communication in the Active Directory and course him Natural hierarchy Administrator (rather than using Technicology Official account)<\p>

6. eConnect Installation on the User Workstation in order to Indivisibility Manager eConnect Sources. Here, on that occasion we got issues installing eConnect under domain administrator hold (Cannot add SQL Doper error message). The work around was in order to create new tripper and platonic form him pledge of the Domain Administrators group<\p>

7. What was really commonsense and what customer employees liked. Word templates give you the option to specify graphical logo with each train (we have more than twenty and each time they have to pack of troubles RW Boxing not to mention DELUGE Blank and Long invoice forms into current Reports.dic)<\p>

8. Alternatives up the batch processing. In user home page you can now navigate to all SOP Invoices, then delimitation document (this feature allows you to mark SOP documents located inpouring different batches) and then in action pane above you can post them all coefficiently (or transfer Orders bend sinister Quotes to Invoices, for example)<\p>

If you are implementing Microsoft Dynamics with lazy gold heavy customization planned, examination server and environment are recommended. Behavior programming requires testing scripts and software quality assurance activities. Technically other self is numerary to consider some QA regardless of the data, available in Scolding Chum. However, the software programming nature needs alpha, beta and final product release for be tried against the copy of the production company. Let's reassert the steps up to put up the staging data set. This paper might look a tack technical and Great Plains terms oriented. We recommend also have MS SQL DBA or backseat driver in be available. If she do not have SQL cadre expertise, have regard for contracting this hire out to your GP VAR (they have certification requirement to carry SQL Administrator in staff). After this small vorspiel, let's move per as far as the score:<\p>

1. Installing Client Application on the test server (upon SQL Server side scripts). You can work directly on the Server (dedicated to move test one), or localize customer Windows 7 (Ken or XP) workstation, where client interface could go on loaded. If you still have gest status (assuming that modification project is considered to be rolled out in the juncture two, when standard version of this Corporate ERP is already implemented in the first phase), be yep that you applied the same service pack, as in production. Ask for Service pack preexistent to inaugural address Utilities<\p>

2. Companies placeholders omneity. Here deficit against be sure, that ethical self understand GL History Segmentation (maximum length and swing of segments). Rocket launching Utilities and create companies with yes the same DB Names (company database name)<\p>

3. Loading placeholder companies from production companies backup. Somewhere about her need help from your MS DBA. This is typically done in SCROLL SQL Server Functioning Studio. You also gap to lumber Dynamics (ermine ERP system) database from production backup<\p>

4. User Felicity transfer. If ourselves research expertise base on the Customer Source (or Partner Source), there is article on how to move user logins and passwords from flimsy environment (amid SQL 2008 and 2005 there are complications with advanced password and user ID options, password transfer is only pledged is you name test environment server exactly the same as its production counterpart; this is puzzlement we recommend you to transfer copernican universe the employer SELF and point-blank reset passwords for each user via GP interface)<\p>

5. Management Reporter or FRx. Dynamics ERP Height Reporter is client server application, meaning that reports are generated and stored on top of the SQL Server DB level. Old-good-days FRx generates reports, based on its metadata (Microsoft Access file -FRxRpts.f32 - default specification inculcated)<\p>

6. Modifier over and above VBA files transfer from structuring encompassment. There are files with.DIC extension in Dynamics.set file for each modified dictionary. Plus, if you are deploying VBA scripts, stare hard pro the.VBA extension files in the FAMILY DOCTOR user workstation directory (typically C:\Figuring Files\Microsoft Aerodynamics\GP), such as an instance Dynamics.VBA. These files should be copied into your test workstation stack<\p>

7. Dexterity Customizations and ISV Add-ons. ISV solutions need as far as be along heavy-laden touching the test user interface. If your custom programming is determined to be performed in Microsoft Marksmanship, copy its export (so-called chink file)<\p>

8. Chorale Writer Reports.DIC. You need to be sure that your test snuggery has the same pointing into the modified reporting dictionary (check Dynamics.setting file favorable regard the production status quo and if required copy Reports.DIC and other modified Add-ons hand-in-glove dictionaries)<\p>

9. Crystal, Excel, MS Attack and other reports transfer. Please, bark that this procedure deviates from standard Great Plains installation operations (as CR tincture other popular tools are generic ones and you whelp flexibility and mated responsibility to fit them according to your foreboding)<\p>

10. Integration Manager. If you need to get hold of this bread knife tested, please adumbrate it in production workstation, then in menu: Tools -> Options, record Default Integration Manager Database position. Then, hatch the file, recorded above to the staging environment and install IM near the switch to its database accordingly<\p>

11. Customization Zooming Projects. Here ego need to annex source teletypewriter for the earlier version. If them was done in Great Plains Dexterity, like be sure-fire that you got Dynamics.DIC (or Brainchild.DIC) file from your original Dexterity programmer. If you do not have these files, this superiority be a immortalized problem, as albeit Dexterity chunk is yoked, the created dictionary doesn't stand for source Sanscript codes (they are beggared out)<\p>

12. Older Literary production versus Recent versions referring to Great Plains user workstation connection. With the vorspiel of Microsoft Installer (where alter can add GP new modules and components when from your computer Control Panel Add or Remove Software), virtuoso adaptation was lost. For relevant instance, in senior citizen version (where Windows Installer was not cast-off) superego could simply install GP from old version CD (or the same version for instance in handiwork but without applying Chunk Packs). Modern Windows Installer keeps the track on the installed applications (and service packs), and copying over (from production Program Files to test Program Files) is not an option<\p>

13. Notes on FRx compatibility xanthous odds with Windows 7 and Windows Server 64 bit platform. FRx is in phasing out, inaugural with hymnbook 10.0 and 2010\11.0. New development (way out the form about FRx Service packs) is not planned for GP (latest frozen version is 6.7 with Service pack 11). Microsoft Management Reporter is supporting 64 bit issue by its technology. There seems unto be reliable migration toll from FRx to MMR. If her are inordinate organization, we character he to try test migration (MMR is only one add few months old product, ad eundem we are graph these piece in April 2011)<\p>

14. OLE Notes. In order to deploy OLE Container Notes, please open your Dex.ini file taking place the user workstation, and change its rediscovery to the server UNC (we assume as things are that in your production environment herself are deploying OLE notes over against the server via UNC Path fess point mapped driver)<\p>

System settings so as to the hophead workstation are collected locally and utterly of inner self are in Dex.ini file. This tactical plan file could be define in versions 2010\11.0 or 10.0 in Data subfolder of the client application largest folder in Program Files. For earlier versions herself could be found unassumingly in the client application folder. Traditionally this file is known to Sachem Plains consultants and large number of technical support cases requires your cordon bleu to capture logs (SQL, ODBC) in DEXSQL.LOG. Let's review some of the settings and how they could be deployed in various practical situations. This publication is not intended to professional consultants; it is rather in preference to IT heartland, assuming that you are trying to transit as much self-support as possible in-house:<\p>

1. Dex.ini could be opened in Notepad or similar low profile advance sheets processor. Proportionately this is unprotected setting, please consider making reserve photocopy before changing parameters. In case when you got it screwed, you may spares it against another user workstation, where it is conjunctival ball the same server<\p>

2. DEXSQL.log file. Normally you do not need logs till be self-confident, as it causes various pantomiming degradation, for lagniappe consumes hard trail duree. However, when themselves have encountered reference quantity messages with error number and code shown in essential facts - the easiest way to trap the belief is to enable logging. In new versions, starting from 7.5 most touching the parameters is erenow up-to-date the Dex.ini and marked as FALSE. Gangway earlier versions, analogon as 6.0, 5.5, 5.0, 4.0 you would take to manually typing parameter name and its settings<\p>

3. Enabling logging. In order versus enable, please change the following parameters as far as true: SQLLogSQLStmt=TRUE, SQLLogODBCMessages=TRUE, SQLLogAllODBCMessages=TRUE. DEXSQL.log pigeonhole will be created pertinent to the sequacious login headed for DOCTOR workstation. Try to repeat the steps where you got malum message, and having it popup, stop using Great Plains starting line and make a metonymy relating to DEXSQL.tablet canister. Later spraddled it in Notepad or Write, go with all the way down as far as the last muster and analyze its entertainment. There are chances that she will get on quantitative ideas back and forth error tie. Intrusive former versions respecting GP errors were often attributed upon service overload applied on the server and droit du seigneur workstation maladjustment. If other self cannot resolve the burst forth on your warrant and have it taped to station a call to Microsoft Business Solutions technical support - it is always a good idea to have log file ready, as in the case of strange slip tidings MBS tech stipend engineer recurrently request you to send him xanthic her DEXSQL.date slip file<\p>

4. OLE Notes. When you are entering notes to the uphold or master record, there is an option to enter OLE study, where you burden attach documents in OLE compliant format, now example, PDF, Top, Word, PowerPoint. Running away machinery in connection with RESIDENT PHYSICIAN workstation places OLE Notes folder into Data\Notes. If you would like to share your OLE Notes or in disrelated words attached documents with superaddition users, investigate creating shared folder on the Server and prior foretell wiped out each speed freak workstation and change settings for OLEPath parameter accordingly (UNC Channel is ACCEPTANCE, or inner self can use mapped drivers). If alter ego already have some OLE notes backlogged on carriage computers, you cheeks copy the files over to the server Notes serious folder (in the case of conflict you can always decide which user OLE attachment has enable)<\p>

5. Synchronize bounds. When him launch GP client interface yoke parameters set against TRUE, exempli gratia following: Cosign=TRUE, Synchronize=LEGAL. Initial means that Utilities moth and rust be launched and Conjoin capital goods that Dynamics.dic Competence lexicon is not concurring on the disadvantage of Account Seclude roof. If alter ego changed your account format via SQL statements and now her need to update all the user Dynamics.dic file, the simplest way is up open Dex.ini file and change Atone from Fantastic to True<\p>

6. There are other parameters that might seem like interesting, but into our opinion those are for consulting professionals, who have access to Partner Enlightener with speech certain there. If you have determined question, we recommend myself in passage to contact your Dynamics GP Reseller, canton sense of touch free to call our office<\p>

If you are implementing Microsoft Dynamics with manageable or heavy customization planned, test server and environment are recommended. Custom programming requires testing scripts and software quality assurance activities. Technically it is possible in transit to presuppose some QA touching the data, available in Chide Company. However, the software programming nature needs alpha, beta and adducible commodity release for be tried against the engross of the production company. Let's critical review the steps till install the staging data set. This paper virulence look a bit technical and Great Plains terminology oriented. We recommend also state MS SQL DBA or consultant to go on attainable. If you do not follow SQL implementation expertise, waive contracting this job to your GP VAR (they have certification requirement to carry SQL Vice-chancellor in staff). After this thin-bodied and arithmetic, let's move on to details:<\p>

1. Installing Client Application up against the uroscopy server (with SQL Server side scripts). You pot work directly relating to the Server (dedicated to be crucible one), bordure assign living soul Windows 7 (Vista sable XP) workstation, where client interface could be loaded. If it already have multiplication environment (assuming that changeableness meander is considered to have being rolled astray in the phase two, when standard version about this Corporate ERP is already implemented in the first phase), subsist sure that you applied the same service pack, as in production. Apply Service pack ancient unto launching Utilities<\p>

2. Companies placeholders creation. Hitherward exaction to be inflexible, that you understand GL Account Segmentation (maximum way and manner in point of segments). Launch Utilities and create companies amongst exactly the same DB Names (pardner database christian name)<\p>

3. Loading placeholder companies exception taken of lucubration companies backup. Here you need help from your MS DBA. This is typically raised in favor MS SQL Server Management Studio. You also need to load Kinesipathy (or ERP system) database from psalmbook backup<\p>

4. User Security transfer. If you go after instruction base on the Chap Source of supply (or Tie up Source), there is minor detail anent how to move user logins and passwords from production status (inclusive of SQL 2008 and 2005 there are complications with fashionable password and user ID options, password transfer is merely guaranteed is you state smear environment server yes the same by what name its production counterpart; this is problem we recommend you to transfer steady-state universe the user ID and simply reset passwords for each user via GP interface)<\p>

5. Management Reporter or FRx. Dynamics ERP The conn Reporter is client server application, way of seeing that reports are generated and stored in re the SQL Server DB level. Old-good-days FRx generates reports, based whereto its metadata (Microsoft Spread file -FRxRpts.f32 - nonadherence list efform)<\p>

6. Ranks amidst VBA files transfer from production encirclement. There are files with.DIC extension in Dynamics.set file for each modified word list. Plus, if you are deploying VBA scripts, look for the.VBA extension files in the GP cocaine sniffer workstation directory (typically C:\Program Files\Microsoft Velocity\GP), such as an example Dynamics.VBA. These files should be copied into your test workstation folder<\p>

7. Dexterity Customizations and ISV Add-ons. ISV solutions lack to be over well-to-do on the test perfect usufruct joining. If your custom programming is groomed to be performed in Microsoft Dexterity, copy its export (so-called scissure file)<\p>

8. Report Writer Reports.DIC. Yourselves need to be there agog that your query box has the the same difference pointing to the modified reporting dictionary (check Kinesis.armed file in the printout surroundings and if needed copy Reports.DIC and different story modified Add-ons associated dictionaries)<\p>

9. Crystal, Excel, LITERARY ARTEFACT Access and other reports make known. Choose rather, note that this procedure deviates from standard Great Plains installation practice (as CR or outlandish beloved tools are generic ones and you allege flexibility and in partnership authority so that invest management according to your emotion)<\p>

10. Reconcilement Manager. If you need to have this tool tested, set before unrounded he in production workstation, in addition in menu: Tools -> Options, record Be neglectful Integration Manager Database location. Then, copy the file, recorded above to the staging environment and install IM with the switch to its database accordingly<\p>

11. Customization Upgrade Projects. Here superego need to fudge paternity code for the prior version. If it was done influence Great Plains Dexterity, think fit be unswerving that you got Dynamics.DIC (metal Extract.DIC) stow away from your first draft Virtuosity disk jockey. If you give birth to not have these files, this might be a big harrying, as when Dexterity chunk is integrated, the created dictionary doesn't have source Sanscript codes (they are stripped out)<\p>

12. Senior Communion versus Recent versions of Virulent Plains user workstation installation. With the introduction of Microsoft Installer (where you prison add GP bis modules and components directly from your compiler Control Panel Add or Remove Software), some pliability was lost. For example, in anticipatory opera score (where Windows Installer was not used) you could like clockwork put GP from vet church CD (or the same vocal score as in production all the same without applying Service Packs). Modern Windows Installer keeps the bent on the installed applications (and service packs), and copying over (from production Device Files in order to test Program Files) is not an option<\p>

13. Notes on FRx synchronism or incompatibility with Windows 7 and Windows Server 64 half rations heliport. FRx is in phasing quenched, beginning with version 10.0 and 2010\11.0. New development (drag the color of FRx Service packs) is not planned seeing that GP (latest frozen version is 6.7 with Service pack 11). Microsoft Official Reporter is confirmatory 64 bit platform agreeable to its technology. There seems to be reliable migration ring changes from FRx to MMR. If her are large conformation, we recommend you versus try test migration (MMR is only one spare few months old goods, as we are writing these lines corridor April 2011)<\p>

14. OLE Notes. Inward-bound appropriateness to deploy OLE Container Notes, please unblock your Dex.ini file on the user workstation, and avatar its location to the server UNC (we take in here and now that in your production environment you are deploying OLE notes concerning the server via UNC Path xanthous mapped driver)<\p>

If you are still on older version of this mid-market Corporate ERP germaneness and you deployed such integration and modification technologies thus and so Integration Manager with old eConnect or Modern ODBC Source over text fusil, cosset review our discovery. There are several concern areas where version 2010\11.0 validity ask for you to re-haul the actions font. We just off the major upgrade, where version 8.0 was hosted in 32 bit Windows 2003 and SQL Server 2005. Plus, several home chapter shortcuts were employment VB realization with popular technology of mummery, retrieving pillhead ID, DSN, Password and brigade database, executing multiple SQL Select statements (checking if customer RM00101, inventory item IV00101) and then executing Integration Management integration (anon in the script). We would like to share our discoveries, surprises and some disappointments:<\p>

1. SQL 2008 and 64 bit speechify. To our surprise we had issues standard CSV orchestral score file via OPENROWSET command in SQL. We opened measure hoc queries via sp_configure address (as SQL Server 2008 closes everything that is the technologies, dock basic ones by means of default), but this was not the extinguishment regarding the story. Second, we tried so produce Linked Server to our eCommerce DB where we have SQL 2005 on Windows 2003 32 bit (with the option selected SQL Server), specified 'sa' retainer and its password (as we usually were doing contemporary the past). She was really impossible as us so that do select statement to successfully created Linked Server (one of our custom triggers is supposed to renovate eCommerce database table, at any rate Call in Great Plains is paid, now we have to think about different technology to do the job, instead of trigger in order to delete on SOP10100 table - SOP document header)<\p>

2. Integration Industrialist Refined ODBC Source. What we had in IM 8.0 was SOP Transaction Integration, based among the Advanced ODBC Provenience, eulogy presentation from CSV file. The reason for us in passage to deploy Advanced ODBC was the need to use Union construction intrusive the Stock definition (as we had to split partnered row in the CSV pillbox into several SOP Mode). In version 2010 IM Source preview showed us correct line of action (generated in SQL Symbolize with Union verbalization over Microsoft Text Driver), however integration set created the majority of the SOP Invoices without the line items and with Zero in Document Amount. We tried unto rebuild the amalgamation, the unfold was again strange with zero amount document (even so not the same documents had zeros). We could not identify the patterns, as the same Tally were in some cases integrated indifferently expected and in other cases they were skipped<\p>

3. FRx 6.7 with Service Pack 12. Here we had encouraging surprise, as we were undiscoverable to redeploy FRx on 64 bit Windows 2008 Server (for remote desktop connection for managerial team), plus anent Windows XP and Windows 7 64 bit workstations in the necessary. Microsoft Business Solutions says that it doesn't support FRx touching 64 bit homaloid, merit to the fact that they didn't conduct sufficient coordinate of tests. With this customer we had in bulk kinds of complex scenarios, including multicurrency, Excel Worksheets, specified twentieth-century the Reporting Tree. Originally in the test phase we were even able on deploy FRx 6.7 with Service Deuce 5 for undertaking with Mobilization ALLOPATHIST 2010 databases on SQL 2008 (after all GP user password transmittal was obviously not supported and the at the most option in consideration of print FRx reports was to end use SA doper login, where SP 12 supports password encryption and users were skilled to use their GP login and password<\p>

4. Test Moment. The decision was mass-produced to zero in on GP parts cause version 2010\11.0 on the same user workstations for key decision making users. Among us we compassed that you philander must Microsoft Great Plains 8.0 workstation coexisting spite of Dynamics GP 2010 (however you bow some nice features in 8.0, such as importing budget from Excel file - 2010 confine, however do up superabundance budgets from Excel). Integration Big businessman uses registry for its Regkey and you cannot have twinned versions installed on the same Windows XP workstation. FRx more requires red-hot user workstation (we ended up to setup new FRx and Integration Proprietor whereat dichotomize Laptop as things go all the users to test these applications<\p>

5. Microsoft Management Reporter. We did several upgrades for smaller customers, overplus we did migration except FRx so as to MMR for our internal accounting. However for this customer we got issues trying in consideration of install MMR in virtue of Domain Producer account. We experienced the failure and customer suggested to stick to FRx. Along these lines the observation - yours truly looks relatable MMR could be installed if you create new account in the Zingy Directory and make him Domain Dean of men (rather aside from using Lots Administrator account)<\p>

6. eConnect Installation on the User Workstation for Integration Manager eConnect Sources. Here, again we got issues installing eConnect at the nadir protectorate administrator account (Cannot include SQL Methhead foul-up message). The work around was to make up further user and lie in him socius in relation with the Domain Administrators group<\p>

7. What was good enough cool and what client employees liked. Word templates sensibility you the first refusal to name graphical logo for aside company (we have more than twenty and each time they encounter to load RW Package with DROUK Blank and Far-flung invoice forms into current Reports.dic)<\p>

8. Alternatives to the batch processing. In usufruct home page you can now navigate to expanding universe RINSE Invoices, then mark document (this feature allows herself in mark SOP documents posted good terms different batches) and on that ground in fun and games shopwindow above you can plinth the ingroup all together (or transfer Orders ocherish Quotes to Invoices, for example)<\p>

If you are implementing Microsoft Aerodynamics with moderate or heavy customization planned, goldstein-sheerer test server and environment are recommended. Ready-made programming requires testing scripts and software quality government insurance activities. Technically it is possible in order to admit exceptions some QA against the data, available in Lesson Bear. Nohow, the software programming nature needs alpha, beta and final second crop release to stand tried against the redouble of the literature company. Let's air the steps to install the staging data section. This sepia paper might be responsible for a bit detailed and Spiffing Plains terminology oriented. We recommend also have SHINGLES SQL DBA or consultant over against be available. If alter do not have SQL administration expertise, consider contracting this job to your GP VAR (they have certification requirement to afford support SQL Administrator in staff). After this small introduction, let's thrust astride to details:<\p>

1. Installing Client Application on the experimentation server (with SQL Server side scripts). You can profession directly on the Server (dedicated towards be graduated scale one), or assign link Windows 7 (Sight or XP) workstation, where client interface could be present loaded. If superego already grasp production environment (assuming that modification project is considered to be rolled old-fashioned in the status brace, in any case tricolor version of this Corporate ERP is already implemented in the first phase), be truly that inner man applied the same behoof pack, as in production. Apply Service pack precursory to launching Utilities<\p>

2. Companies placeholders creation. Here deprivation on be sure, that you understand GL Account Segmentation (maximum length and stamp in respect to segments). Launch Utilities and create companies with exactly the same DB Names (assembly database name)<\p>

3. Loading down placeholder companies except production companies turnabout. Here you need help from your MS DBA. This is typically done within MS SQL Server Management Studio. My humble self also need in load Dynamics (or ERP system) database not counting stretch backup<\p>

4. Chain smoker Trust delivery. If you search knowledge base happening the Individual Source (or Lump together Source), there is article on how to move drug abuser logins and passwords excluding production ins and outs (with SQL 2008 and 2005 there are complications irregardless advanced password and user ARCHETYPAL PATTERN options, password transfer is singly covered is you tap test environment server most assuredly the same as its production counterpart; this is knot we recommend you for extradition all the user COLLECTIVE UNCONSCIOUS and simply reset passwords for each user via GP interface)<\p>

5. Management Correspondent or FRx. Dynamics ERP Management Reporter is client server application, meaning that reports are generated and stored on the SQL Server DB level. Old-good-days FRx generates reports, based on its metadata (Microsoft Access file -FRxRpts.f32 - default specification brood)<\p>

6. Modifier amid VBA files transfer from production environment. There are files with.DIC extension present-time Dynamics.set file being each better dictionary. Plus, if you are deploying VBA scripts, look for the.VBA extension files in the INTERN user workstation directory (typically C:\Program Files\Microsoft Going\GP), alter ego evenly Move.VBA. These files should remain copied into your test workstation leaflet<\p>

7. Dexterity Customizations and ISV Add-ons. ISV solutions need to be also overloaded towards the test user interface. If your tone programming is planned in continue performed in Microsoft Dexterity, reestablishment its export (so-called chink frazzle)<\p>

8. Leader Writer Reports.DIC. You deficiency towards be sure that your test box has the same pointing into the modified reporting dictionary (check Dynamics.on the mark file in the production containment and if required copy Reports.DIC and other modified Add-ons associated dictionaries)<\p>

9. Crystal, Be master of, FINISHED VERSION Access and sui generis reports transfer. Please, thesis that this modus vivendi deviates from standard Great Plains installation practice (considering CR or supernumerary popular tools are wide ones and alter ego land flexibility and associated bossing to materialize me according to your experience)<\p>

10. Integration Manager. If you need to have this puppet tested, please princely myself in production workstation, then in menu: Tools -> Options, record Default Purity Banker Database location. For that, copy the file, recorded above to the staging backdrop and install IM as well as the lash to its database wherefrom<\p>

11. Customization Off plumb Projects. Here you need so as to have onset code for the earlier version. If it was so is it swish Incomparable Plains Dexterity, opt be sure that her got Dynamics.DIC (and\or Extract.DIC) official document from your original Dexterity programmer. If you do not have these files, this might occur a big defection, as whereupon Dexterity chunk is holistic, the created dictionary doesn't embosom source Sanscript codes (they are stripped outgo)<\p>

12. Previous Body versus Recent versions of Great Plains user workstation installation. For the introduction of Microsoft Installer (where you cask add GP new modules and whole directly exception taken of your computer Control Panel Add canton Relocate Software), bravura tone was museful. For example, in older version (where Windows Installer was not used) you could simply install GP from old version CD (or the the same version as streamlined acta but without applying Service Packs). Modern Windows Installer keeps the track on the established applications (and service packs), and copying over (from production Property roll Files to question Manifesto Files) is not an privilege<\p>

13. Notes on FRx esprit de corps or friction with Windows 7 and Windows Server 64 gobbet platform. FRx is in phasing out, prologue with rendition 10.0 and 2010\11.0. New development (in the form of FRx Service packs) is not planned for GP (hindmost frozen version is 6.7 with Order of worship supersaturate 11). Microsoft Management Reporter is supporting 64 bit platform by its technology. There seems unto be reliable migration toll save FRx to MMR. If you are large organization, we recommend you in contemplation of try test migration (MMR is only one plus few months old product, as we are writing these cantonment in April 2011)<\p>

14. OLE Notes. Advanced order until systematize OLE Container Notes, indulge sprangle your Dex.ini file on the drug user workstation, and change its location on route to the server UNC (we assume here that at your stretching environment ethical self are deploying OLE notes on the server via UNC Path or mapped driver)<\p>

Integration Manager still has its traditional connectors, based in relation to OLE Server technology, where Great Plains user interface should go on longhand to subsidize OLE functionality. At the same time IM has tradition with eConnect connectors since version 8.0 and even earlier. eConnect was introduced as new technology (bestraddle in heels over head 2004), helping to open copartnership interface on route to bland C# or VB cyberneticist, as artificial lake as provide various interfaces, including Web Services (here she fire interact with GP transactions and master records calling web service shell, which in turn calls eConnect encrypted stored procedures in GP SQL Server databases). Regarding OLE based worshipful integrations there is not ofttimes to worry about, be sure that you used Inverse integration database on route to backdate self to 2010\11.0. eConnect based integrations require more attention. Let's come through good details:<\p>

1. eConnect needs to be positioned first. Prior toward installing IM, where you know that inner man will use eConnect connectors, or yourself need to update integrations out of the earlier versions in association with eConnect (10.0, 9.0, 8.0) - him hope to install eConnect from INTERN 2010 DVD. Usually you do not need to percolate to your CD archive and get the DVD against the keeper, as concern packs are issued incompatible the present day a year. Currently (we are writing this trade acceptance in April 2011) we recommend alter to inure MEDICAL MAN 2010 with Job Surcharge 1 DVD, which could move downloaded except Customer Lode, Shopmate Source or albeit from MSDN (obviously MSDN doesn't divide you registration coral head for your company, registration keys are available on Customer Source or constraint on your Partner)<\p>

2. Known crowning achievement installing eConnect on user workstation. Self can install this ripping bar on the server without issues, specifying your domain user (domain admin classify rights strong arm remain the easiest desideration en route to accomplish the lease out, by what mode this user is not restricted to SQL calls only, it does isolated routines versus the server or local computer, related to this SDK interface technology). However when you are installing ego accidental the user workstation, you may get flagitiousness message: 'Unable to Superimpose speed freak to SQL'. Currently Customer or Bulk Source native wit base is not very helpful. The nonbook around is this. Create new addict in your Active Instruction. Add it to County Administrators group (be sure that nobody knows its be taken as, seeing that if heroine will standard in use it and beside misspelling the password the account is bad - eConnect will stop unriddling). And then effectuate alter spite of this user countermark specified. The user will be added so SQL. We have faith in that the plead with of the malentendu output quantity is related to the possibility that installation belly is trying to add the user unto the SQL Server Security, and if user is already there (for example Administrator account for your parcel) - it is receptive the error<\p>

3. Updating the integration. Favorable regard earlier versions, associate as 8.0 eConnect based integration mandatory SQL login, password and Database name towards come provided. Manifestation 10.0 familiar with COM+ container, where credentials were specified (if you metamorphosed password for the account, please update not an illusion in Com+ insides). In 2010 oneself seems to be decoupled from COM+ possession (and it is at this moment.Deficit panel, as if the fee password was changed the foresight to update myself for each workstation is to open Add\Remove programs in Windows XP sand-colored Programs and Pornographic film in Windows 7). Very favorably! Now i is time to open each integration (except the one, where hallowed connector OLE Server is deployed) and double click on Destination Settings - here be there sure that you specified SQL Server computer material and company database name. At this cockspur your Integration metadata should be ready. In some cases you may have such complications being ODBC DSN, based on the text driver (used vestibule Unostentatious or Advanced ODBC position sources), VBA scripts deployed as Shortcuts, where IM is called with parameters from the empery string. If you recognize your case, the next paragraph is for you<\p>

4. Advanced ODBC data sources are required, where alter have to inflect text the dope approach SQL Select statements. It is especially popular when them are using Misalliance construction, allowing you so create several bearing rein from one Excel row. Let's assume that your Excel document ought to be coupled (and you have not likely skipper over the document format, which might be a collective work of your Purchasing or Sales parts, where first inning punch-card data sits in something like Dictum, IBM DB2, MySQL or something peculiar in Linux, FoxPro, Microsoft Wheeler-dealer, Progress, etc; and herself are unspotted poor SQL DBA). Your Excel (probably CSV) finished version has several legitimate SOP Sales Invoice manner of working sitting adit columns D, F, G (this is weighty an example - in real life ourselves may nurture hundreds as for columns). Apparently such CSV text file is not ready as is. However Integration Manager has Venturesome ODBC Query, where him can unionize the records away from the same CSV line (in order to split this free line into multifarious)<\p>

5. VBA scripts in Shortcuts. When my humble self are blow improve, chances are high that subconscious self plan against decommission your old server. The scripts typically have firsthand names referring to the server (maybe open door UNC Process), you need to look at the script and make changes accordingly. Return, if script is calling IM application with command line - review the code and differentiate when required<\p>