MOHAMED AZARUDEEN: January 2012

Microsoft Dynamics™ GP

Installation Instructions

Release 10.0

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Publication date May 2008

I N S T A L L A T I O N I N S T R U C T I O N S i

Contents

Introduction................................................................................................................................................2

What’s in this manual..................................................................................................................................2

Symbols and conventions ............................................................................................................................3

Resources available from the Help menu..................................................................................................3

Send us your documentation comments...................................................................................................4

Part 1: Preparation............................................................................................................................6

Chapter 1: Installation checklist ............................................................................................ 7

Microsoft Dynamics GP checklist...............................................................................................................7

Reviewing the Readme file..........................................................................................................................8

Troubleshooting resources..........................................................................................................................8

Before you call support ...............................................................................................................................9

Chapter 2: System requirements .........................................................................................11

Prerequisites................................................................................................................................................ 11

Home page prerequisites ........................................................................................................................... 11

Supported system requirements............................................................................................................... 11

About remote access ..................................................................................................................................12

Chapter 3: Network configuration.................................................................................... 13

Domain........................................................................................................................................................13

Network protocol tuning..........................................................................................................................13

TCP/IP ........................................................................................................................................................13

Chapter 4: Microsoft SQL Server configuration................................................... 15

SAN and NAS disk support ......................................................................................................................15

Selecting a SQL Server collation ...............................................................................................................15

Understanding sorting options.................................................................................................................16

Installing Microsoft SQL Server 2005.......................................................................................................16

Installing Microsoft SQL Server 2005 Express Edition..........................................................................19

SQL Server Agent ......................................................................................................................................20

Enabling Delete PJournal job ....................................................................................................................20

Chapter 5: Account framework............................................................................................ 23

Understanding the account framework...................................................................................................23

Using a custom or default account framework ......................................................................................24

Planning your account framework...........................................................................................................24

Choosing account framework storage size .............................................................................................25

Part 2: Microsoft Dynamics GP server installation...........................28

Chapter 6: Installing Release 10.0 on the server ................................................. 29

Installation overview.................................................................................................................................29

Installing Microsoft Dynamics GP (server and first client) ..................................................................29

ii I N S T A L L A T I O N I N S T R U C T I O N S

C O N T E N T S

Chapter 7: Using Microsoft Dynamics GP Utilities ...........................................33

Microsoft Dynamics GP Utilities overview.............................................................................................33

Installation options in Microsoft Dynamics GP Utilities .....................................................................34

Preparing Microsoft Dynamics GP for use with default settings ........................................................34

Preparing Microsoft Dynamics GP for use with custom settings........................................................36

Additional installation tasks .....................................................................................................................40

Adding sample company data..................................................................................................................40

Creating a company...................................................................................................................................41

Removing SOP and Invoicing message...................................................................................................42

Chapter 8: Installing additional components..........................................................43

Microsoft Dynamics GP features ..............................................................................................................43

Adding or removing additional features.................................................................................................44

Additional components .............................................................................................................................46

Installing an additional component .........................................................................................................47

Chapter 9: Creating a company............................................................................................49

Chart of accounts overview.......................................................................................................................49

Adding a company using Microsoft Dynamics GP Utilities ................................................................49

Chapter 10: After installing on the server..................................................................53

Logging in to and quitting Microsoft Dynamics GP .............................................................................53

Registering Microsoft Dynamics GP........................................................................................................54

Security for Microsoft Dynamics GP........................................................................................................54

Part 3: Microsoft Dynamics GP client installation.............................56

Chapter 11: Creating an installation package.........................................................57

Installation package overview ..................................................................................................................57

Creating an installation package ..............................................................................................................58

Chapter 12: Installing Release 10.0 on clients.......................................................61

Installation overview.................................................................................................................................61

Installing Microsoft Dynamics GP on a subsequent client ...................................................................61

Synchronizing a client’s account framework..........................................................................................63

Multiple instances of Microsoft Dynamics GP .......................................................................................64

Index..................................................................................................................................................................65

INTRODUCTION

2 I N S T A L L A T I O N I N S T R U C T I O N S

Introduction

Use this manual to install and prepare Microsoft Dynamics™ GP for use. Review

the introductory information about the resources available to you, then use the

Microsoft Dynamics GP checklist on page 7 as your guide to installing Microsoft

Dynamics GP.

Check for current instructions

This information was current as of May 2008. The documentation may be updated

as new information becomes available. Check the Documentation Resources for

Microsoft Dynamics GP Release 10.0 Web site (http://go.microsoft.com/fwlink/

?LinkId=79222) for the most current documentation.

This introduction is divided into the following sections:

• What’s in this manual

• Symbols and conventions

• Resources available from the Help menu

• Send us your documentation comments

What’s in this manual

This manual provides guidelines for installing and setting up your Microsoft

Dynamics GP system. It lists the latest system requirements, contains a step-by-step

guide through the installation process, gives tips on troubleshooting, and describes

initial setup procedures. The manual is divided into the following parts:

• Part 1, Preparation, contains information about preparing your computers,

network, and database to use with Release 10.0.

• Part 2, Microsoft Dynamics GP server installation, describes how to install

Microsoft Dynamics GP on your server, set up an account framework, create

your first company, and install additional components.

• Part 3, Microsoft Dynamics GP client installation, describes how to install

Microsoft Dynamics GP on your client machines, synchronize your account

framework, and install additional components.

I N S T A L L A T I O N I N S T R U C T I O N S 3

I N T R O D U C T I O N

Symbols and conventions

This documentation uses the following symbols and conventions to make specific

types of information stand out.

Resources available from the Help menu

After you’ve installed Microsoft Dynamics GP, the Help menu gives you access to

user assistance resources on your computer, as well as on the Web.

Contents

Opens the Help file for the active Microsoft Dynamics GP component, and displays

the main “contents” topic. To browse a more detailed table of contents, click the

Contents tab above the Help navigation pane. Items in the contents topic and tab

are arranged by module. If the contents for the active component includes an

“Additional Help files” topic, click the links to view separate Help files that

describe additional components.

To find information in Help by using the index or full-text search, click the

appropriate tab above the navigation pane, and type the keyword to find.

To save the link to a topic in the Help, select a topic and then select the Favorites tab.

Click Add.

Index

Opens the Help file for the active Microsoft Dynamics GP component, with the

Index tab active. To find information about a window that’s not currently displayed,

type the name of the window, and click Display.

About this window

Displays overview information about the current window. To view related topics

and descriptions of the fields, buttons, and menus for the window, choose the

appropriate link in the topic. You also can press F1 to display Help about the current

window.

Symbol Description

The light bulb symbol indicates helpful tips, shortcuts and

suggestions.

The warning symbol indicates situations you should be especially

aware of when completing tasks.

Convention Description

Creating a batch Italicized type indicates the name of a section or procedure.

File >> Print or File > Print The (>>) or (>) symbol indicates a sequence of actions, such as

selecting items from a menu or toolbar, or pressing buttons in a

window. This example directs you to go to the File menu and

choose Print.

TAB or ENTER Small capital letters indicate a key or a key sequence.

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4 I N S T A L L A T I O N I N S T R U C T I O N S

Lookup

Opens a lookup window, if a window that you are viewing has a lookup window.

For example, if the Checkbook Maintenance window is open, you can choose this

item to open the Checkbooks lookup window.

Show Required Fields

Highlights fields that are required to have entries. Required fields must contain

information before you can save the record and close the window. You can change

the font color and style used to highlight required fields. On the Microsoft

Dynamics GP menu, choose User Preferences, and then choose Display.

Printable Manuals

Displays a list of manuals in Adobe Acrobat .pdf format, which you can print or

view.

Orientation Training

Accesses online tutorials that show you how to complete basic procedures within

Microsoft Dynamics GP. Additional tutorials are available through the

CustomerSource Web site.

What’s New

Provides information about enhancements that were added to Microsoft Dynamics

GP since the last major release.

Microsoft Dynamics GP Online

Opens a Web page that provides links to a variety of Web-based user assistance

resources. Access to some items requires registration for a paid support plan.

Customer Feedback Options

Provides information about how you can join the Customer Experience

Improvement Program to improve the quality, reliability, and performance of

Microsoft® software and services.

Send us your documentation comments

We welcome comments regarding the usefulness of the Microsoft Dynamics GP

documentation. If you have specific suggestions or find any errors in this manual,

send your comments by e-mail to the following address: bizdoc@microsoft.com.

To send comments about specific topics from within Help, click the Documentation

Feedback link, which is located at the bottom of each Help topic.

Note: By offering any suggestions to Microsoft, you give Microsoft full permission to use

them freely.

PART 1: PREPARATION

6 I N S T A L L A T I O N I N S T R U C T I O N S

Part 1: Preparation

This part contains information about preparing your computers, network, and

database to use with Microsoft Dynamics GP. This part contains the following

chapters:

• Chapter 1, “Installation checklist,” provides an overview of information you’ll

need during the installation process.

• Chapter 2, “System requirements,” lists prerequisites for Microsoft Dynamics

GP and disk space requirements for Microsoft SQL Server®.

• Chapter 3, “Network configuration,” lists the settings required for each type of

network software supported by Microsoft Dynamics GP.

• Chapter 4, “Microsoft SQL Server configuration,” lists the settings you need to

make at a database level to ensure that all users of Microsoft Dynamics GP can

access information appropriately.

• Chapter 5, “Account framework,” contains information about planning and

setting up your account framework.

I N S T A L L A T I O N I N S T R U C T I O N S 7

Chapter 1: Installation checklist

This chapter provides an overview of information you’ll need during the

installation process. It contains tips on gathering information and a checklist to

guide you through installing Microsoft Dynamics GP. Next to each step is a

reference to where you can find more detailed information.

This chapter contains the following sections:

• Microsoft Dynamics GP checklist

• Reviewing the Readme file

• Troubleshooting resources

• Before you call support

Microsoft Dynamics GP checklist

Use this checklist as your guide to installing and setting up Microsoft Dynamics GP

for Microsoft SQL Server or Microsoft SQL Server Express Edition.

Step For more information

1. Plan the security of your system. \\DVD \Documentation\Manuals\SecurityPlanning.pdf

Planning for Security

2. Refer to the Microsoft Dynamics GP online

Web site for new or updated information

relating to the installation. You also can use

CustomerSource for additional information.

http://go.microsoft.com/fwlink/?LinkId=79222

For the most current documentation

https://mbs.microsoft.com/customersource

Support Hot Topics or Knowledge Base

3. View the Readme file and make a note of the

items that pertain to you.

\\DVD \Documentation\GPReadme.chm

4. Verify system requirements. http://go.microsoft.com/fwlink/?LinkId=82118

5. Install a networking protocol. TCP/IP on page 13

6. Install and set up Microsoft SQL Server, or

Microsoft SQL Server Express.

Installing Microsoft SQL Server 2005 on page 16

Installing Microsoft SQL Server 2005 Express Edition on page 19

7. Design the account framework. Chapter 5, “Account framework”

8. Install the data server and initial client. Installing Microsoft Dynamics GP (server and first client) on page 29

9. Be sure to download and install the latest

Release 10.0 service pack.

https://mbs.microsoft.com/customersource/support/downloads/servicepacks

10. Set up the account framework and

Microsoft Dynamics GP system data tables.

Preparing Microsoft Dynamics GP for use with custom settings on page 36

11. Create your first company. Adding a company using Microsoft Dynamics GP Utilities on page 49

12. Install additional components. Installing an additional component on page 47

13. Set up your company. System Setup instructions (Help >> Contents >> select Setting up the system)

14. Install Microsoft Dynamics GP applications

on clients.

Creating an installation package on page 58

Installing Microsoft Dynamics GP on a subsequent client on page 61

Synchronizing a client’s account framework on page 63

Installing an additional component on page 47

15. Identify the sources of any errors. Knowledge Base on CustomerSource

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8 I N S T A L L A T I O N I N S T R U C T I O N S

Reviewing the Readme file

To view additional information that was not available when this manual was

written, use the Readme file on the Microsoft Dynamics GP DVD. Be sure to review

the Readme file (GPReadme.chm) before installing Microsoft Dynamics GP.

To review the Readme file

1. Insert the Release 10.0 DVD in your computer’s DVD drive.

2. In the window that appears, click View Readme.

You also can view the Readme by double-clicking the file in \\DVD

\Documentation\GPReadme.chm.

Troubleshooting resources

To obtain access to information when you encounter a problem, you can use the

following troubleshooting resources.

Microsoft Dynamics GP Online

Opens a Web page that provides links to a variety of Web-based user assistance

resources. Access to some items requires registration for a paid support plan.

Microsoft Dynamics GP documentation

If you’ve installed Microsoft Dynamics GP, you can use help to access contextsensitive

assistance about windows. You can choose Help >> About This Window

or press F1 to access help for the window you’re currently viewing. Use the Search

tab to find more information about alert messages and procedures.

You can choose Help >> Printable Manuals to find a printable version of procedural

or overview information for a specific module.

To view and download documentation, visit the Documentation Resources for

Microsoft Dynamics GP Release 10.0 Web site (http://go.microsoft.com/fwlink/

?LinkId=79222).

CustomerSource

CustomerSource is a Web site for registered Microsoft Dynamics GP customers.

CustomerSource is available 24 hours a day. You must have a user name and

password to enter the site. You can access CustomerSource by navigating to https:/

/mbs.microsoft.com/customersource with your Internet browser.

From the CustomerSource start page, select the Support option. From the Support

page, you can look for information on your own or you can use e-mail to send a

question to the Microsoft Dynamics GP Technical Support team.

You’ll find links to Support Hot Topics and Knowledge Base—the best source of

information for error messages, troubleshooting guides, work-arounds, and

answers to common Report Writer questions. You’ll also find links for automated

fixes, hardware compatibility, and downloads. Use the New Support Request link to

contact Microsoft Dynamics GP Technical Support electronically. You also can view

recent support requests for yourself and your company.

I N S T A L L A T I O N I N S T R U C T I O N S 9

C H A P T E R 1 I N S T A L L A T I O N C H E C K L I S T

Microsoft SQL Server troubleshooting resources

SQL Server Books Online is a documentation resource installed with Microsoft SQL

Server. Use Books Online to troubleshoot SQL error messages and other issues

related to SQL. Microsoft’s web site, www.microsoft.com, is also a good source of

information for issues related to SQL or your operating system. You also can

download Microsoft SQL Server Management Studio and SQL Server 2005 Books

Online for Microsoft SQL Server Express Edition.

SQL-related error messages appear as DBMS errors in Microsoft Dynamics GP. Always use

the SQL Server Books Online to troubleshoot DBMS errors. Choose the Search tab and enter

the error number, then choose List Topics.

Before you call support

If you are experiencing a problem when installing Microsoft Dynamics GP, have the

answers ready to the following questions to help your support specialist narrow

down the source of the problem you’ve experiencing.

• What is the exact error message?

• When did the error first occur?

• What task were you attempting to perform at the time the error message was

displayed?

• Has the task been completed successfully in the past?

• What is the name of the window you are you working in?

• What have you done so far to attempt to fix the problem?

• If you are using more than one company, does the problem occur in another

company?

• Does the problem occur on another workstation?

• What versions of software are you using?

Verify the version numbers for Microsoft Dynamics GP, your Microsoft SQL

Server, and Microsoft Windows®. Also note service packs for each product.

• Are you using an integrating product with Microsoft Dynamics GP?

• Does the problem occur for the sa or system administrator user?

• Does the problem occur at the database server?

• If you use Windows Server® 2003 Terminal Services or Windows Server 2008

Terminal Services, does the same issue happen at the Terminal Server?

10 I N S T A L L A T I O N I N S T R U C T I O N S

I N S T A L L A T I O N I N S T R U C T I O N S 11

Chapter 2: System requirements

This chapter contains a list of the prerequisites for Microsoft Dynamics GP, as well

as the disk space requirements for SQL Server.

This chapter contains the following sections:

• Prerequisites

• Home page prerequisites

• Supported system requirements

• About remote access

Prerequisites

The following components must be installed before you can install Microsoft

Dynamics GP.

• Windows Installer 3.1

• Microsoft .NET Framework 2.0

• Microsoft SQL Server Native Client

• Dexterity® Shared Components

• Microsoft Application Error Reporting 11.0

If one of these components isn’t installed on your computer when you attempt to

install Microsoft Dynamics GP using the DVD, the Component Installation window

opens. This window shows whether or not the component is installed. Click Install

to install the missing component or components. After all the components are

installed, the installation of Microsoft Dynamics GP continues.

Home page prerequisites

The Microsoft Office Outlook® area of your home page displays appointments and

the number of unread e-mail messages that you have. To use the Microsoft Office

Outlook area, you must have Microsoft Outlook 2003, Microsoft Outlook 2007, or

Microsoft Outlook XP installed. Outlook can be installed as a single product or as

part of a Microsoft Office 2003 edition, Microsoft Office 2003 edition, or a Microsoft

Office XP edition.

The metrics area of your home page displays graphical representations of Microsoft

Dynamics GP data. For the metrics to be displayed on your home page, you must

have Office Web Components installed on your computer. Office Web Components

can be installed as a single product or as part of a Microsoft Office 2003 edition or a

Microsoft Office XP edition. If you are using Microsoft Office 2007, you must use the

Office Web Components for Microsoft Office 2003.

Supported system requirements

For current system requirements for Microsoft Dynamics GP, see http://

go.microsoft.com/fwlink/?LinkId=82118. The system requirements include

supported databases and operating systems, hardware recommendations, client

requirements, and Terminal Server requirements.

Recommended system requirements depend on the number of users and transactions. If there

will be many users performing concurrent tasks, such as depreciation, posting, or heavy

reporting, enhancing your hardware and system software improves performance.

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12 I N S T A L L A T I O N I N S T R U C T I O N S

About remote access

You can use Windows Server 2003 Terminal Services with Citrix Presentation Server

3.0 or later (optional) with most database configurations to provide remote access to

Microsoft Dynamics GP in a Wide Area Network (WAN) environment.

A Windows Server 2003 Terminal Server computer with Citrix Presentation Server

is supported only as a client.

For more information about system requirements see http://go.microsoft.com/

fwlink/?LinkId=82118. You also should refer to the documentation provided by

Citrix for more information.

I N S T A L L A T I O N I N S T R U C T I O N S 13

Chapter 3: Network configuration

This chapter contains information about network configuration that must be in

place before installing Microsoft Dynamics GP, and includes the following sections:

• Domain

• Network protocol tuning

• TCP/IP

Domain

To use Microsoft Dynamics GP, your Web server, back office server, Terminal

Services server (if applicable), and client workstations must belong to a domain.

A domain is a group of computers that are part of a network and share a common

directory database. A domain is administered as a unit with common rules and

procedures. Each domain has a unique name.

Network protocol tuning

To optimize your network for Microsoft SQL Server and Microsoft Dynamics GP,

refer to the following guidelines.

• Limit the network to one protocol. (TCP/IP is required.)

• Remove unused network protocols. On Windows Server 2003, choose Start >>

Control Panel >> Network Connections; right-click on your local area

connection and choose Properties.

On Windows Server 2008, choose Start >> Control Panel >> Network and

Sharing Center >> click the Manage network connections task >> right-click on

your local area connection and choose Properties.

• Use 100 MB Full Duplex or 1 GB Ethernet for optimal performance. For more

information about system requirements, see http://go.microsoft.com/fwlink/

?LinkId=82118.

• Use switches rather than hubs, if optimal performance is required.

TCP/IP

Transport Control Protocol/Internet Protocol (TCP/IP) is required for Microsoft

Dynamics GP.

If you’re using TCP/IP, review the information in this section to be sure that the

network is set up properly. Then use your networking protocol documentation to

install and test the protocol on all clients and servers before you install Microsoft

Dynamics GP.

IP addresses

Each computer that you use with Microsoft Dynamics GP must have a unique IP

number (Internet Protocol address) associated with it. For more information about

IP addresses, consult your network administrator or refer to your networking

protocol software documentation.

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14 I N S T A L L A T I O N I N S T R U C T I O N S

TCP/IP name resolution

You should use some type of name resolution in your network, so that each

computer is identified by a unique host name. Name resolution is a method of

identifying each computer and can be accomplished by having a specific server act

as a domain name server or putting a hosts file on each client and server.

For more information about name resolution using either a domain name server or

hosts files, consult your network administrator or refer to your networking protocol

software documentation.

Testing TCP/IP connectivity

To test connectivity between clients and servers, use an application distributed with

most TCP/IP packages called ping. The ping application will attempt to send a

network message or set of messages to a designated computer and inform you

whether the message arrived at that computer. Be sure you ping the host name and

the ID address of every computer in your system before installing Microsoft

Dynamics GP.

I N S T A L L A T I O N I N S T R U C T I O N S 15

Chapter 4: Microsoft SQL Server configuration

This chapter guides you through the Microsoft SQL Server 2005 and the Microsoft

SQL Server 2005 Express installation and setup process for Microsoft Dynamics GP.

It’s important that you install and set up Microsoft SQL Server according to these

instructions.

If you’ve already installed and set up SQL Server using different options, you may

have to change those options. Changing options after they’ve been set sometimes

involves reinstalling SQL Server.

This chapter contains the following sections:

• SAN and NAS disk support

• Selecting a SQL Server collation

• Understanding sorting options

• Installing Microsoft SQL Server 2005

• Installing Microsoft SQL Server 2005 Express Edition

• SQL Server Agent

• Enabling Delete PJournal job

SAN and NAS disk support

Because Microsoft Dynamics GP relies on SQL Server to maintain databases and

make databases available, there are guidelines you must follow when configuring

SQL Server disk support.

We recommend that you use a Storage Area Network (SAN) or locally attached disk

to store your Microsoft SQL Server database files because this configuration

optimizes SQL Server performance. By default, use of network database files stored

on a networked server or Network Attached Storage (NAS) is not enabled for SQL

Server. However, you can configure SQL Server to store a database on a networked

server or NAS storage server. Servers used for this purpose must meet SQL Server

requirements for data write ordering and write-through guarantees.

If you are using Microsoft SQL Server Express Edition, SAN and NAS disk support

isn’t typically used.

For more information, see Microsoft Knowledge Base article Q304261 (go to

support.microsoft.com and search for the article number) or contact the SQL Server

Support Team.

Selecting a SQL Server collation

A SQL Server collation—a set of rules that determines how character data is sorted

and compared—includes character set, sort order, and locale-specific settings. See

your SQL Server 2000 or 2005 documentation for more information about collation

settings.

The SQL Server collation you select determines how information is presented in

response to SQL queries and affects the performance of the system.

The code page for character data is defined by the Windows locale selected when

the operating system was installed. The code page contains the valid set of

characters in your SQL Server database. A character set consists of 256 uppercase

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16 I N S T A L L A T I O N I N S T R U C T I O N S

and lowercase letters, numbers, and symbols. The first 128 characters are the same

for all character sets. The supported character set in the United States is the 1252/

ISO character set.

It is important to select the correct collation for Microsoft Dynamics GP when

you’re installing SQL Server. Using SQL Server collations that include Binary (sort

order 50) or Dictionary Order, Case-Insensitive (sort order 52) sorting is required for

Microsoft Dynamics GP. To change these settings at a later time, you must reinstall

SQL Server and Microsoft Dynamics GP.

You should check the compatibility of all the products you have that will use SQL Server

before deciding on the collation option.

Understanding sorting options

Using SQL Server collations that include Binary (sort order 50) or Dictionary Order,

Case-Insensitive (sort order 52) sorting is required.

Binary sort order assigns characters numeric values of 0 through 255. Dictionary

Order, Case-Insensitive (DOCI) sort order makes no distinction between uppercase

and lowercase characters. DOCI is the most common sort order.

The following table shows the differences between Dictionary Order, Case-

Insensitive and Binary.

Installing Microsoft SQL Server 2005

We recommend that you follow the instructions in this section if you have not yet

installed Microsoft SQL Server 2005. For information about upgrading SQL Server,

see the SQL Server installation documentation. (In the window that appears when

you insert the SQL Server DVD, select Browse Setup/Upgrade Help.)

With SQL Server 2005, you can have multiple instances of SQL Server on the same physical

server. We recommend that you have a dedicated a server. See your SQL Server 2005

documentation for more information about multiple instances.

To install Microsoft SQL Server 2005:

1. Insert the SQL Server 2005 DVD. The main SQL Server installation screen

should appear. If you do not see this screen, browse the DVD and double-click

the Splash.hta file.

2. Click Run in the SQL Server Installation Wizard.

3. Mark the option to accept the terms of the End-User License Agreement and

then click Next.

Sort order Technical name Sorting result

Dictionary Order, Case-

Insensitive

SQL_Latin1_General_CP1_CI_AS McMaster

MMCompanyName

Zebra

Binary Latin1_General_BIN MMCompanyName

McMaster

Zebra

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C H A P T E R 4 M I C R O S O F T S Q L S E R V E R C O N F I G U R A T I O N

4. In the Installing Prerequisites window, click Install to install the software

components that are required for SQL Server 2005. After the components are

installed, click Next.

5. In the Welcome to the Microsoft SQL Server Installation Wizard window, click

Next.

6. Your computer is scanned for conditions that may stop installation. To proceed

with the installation, click Next in the System Configuration Check window. For

more information about the items that are checked, click Help.

7. Enter your name and company in the Registration Information window, and

click Next.

8. In the Components to Install window, select the components for your SQL

server installation and click Next.

To install individual components, click Advanced.

If you are installing a failover cluster, see How to: Create a New SQL Server 2005

Failover Cluster (Setup) in the MSDN Online Library (http://msdn2.microsoft.com/

ms179530.aspx).

9. The Feature Selection window opens if you selected to install individual

components. Select the program features you want to use and specify the

location to install SQL Server 2005. Click Next.

10. In the Instance Name window, select a default or named instance for your

installation.

• To install a new default instance (the primary instance on the computer),

click Default instance and click Next. There can be only one default

instance.

• To install a new named instance, click Named instance and then enter a

unique instance name. Click Next.

• If a default or named instance is already installed, select the existing

instance for your installation and click Next. The instance upgrades and

you will have the option to install additional components.

For information about using instances of SQL Server, see your SQL Server

documentation. We recommend that you have a dedicated server.

11. In the Services Accounts window, specify the user name, password and domain

name for the service accounts. We recommend that you use the same account

for each service and automatically start services. Click Next.

12. In the Authentication Mode window, select Mixed Mode as the authentication

mode. Mixed Mode is required by Microsoft Dynamics GP.

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18 I N S T A L L A T I O N I N S T R U C T I O N S

With Mixed Mode, users can connect using Windows Authentication or SQL

Server Authentication. You must enter and confirm the system administrator

password when you select Mixed Mode. You’ll use this is the password to log in

to Microsoft Dynamics GP Utilities as the system administrator.

Click Next.

13. In the Collation Settings window, select Binary or Dictionary Order, Case-

Insensitive as the sorting option and click Next. See Selecting a SQL Server

collation on page 15 for more information about collation options.

You should check the compatibility of all the products you have that will use SQL Server

before deciding on the collation option.

Binary To use Binary sorting, use the Collation designator option and sort

order and make the following selections in the Collation Settings window.

Dictionary Order, Case-Insensitive To use Dictionary Order, Case-

Insensitive sorting, choose SQL Collations and make the following selections in

the Collation Settings window.

14. In the Error and Usage Report Settings window, select to allow error and usage

reporting. Click Next.

I N S T A L L A T I O N I N S T R U C T I O N S 19

C H A P T E R 4 M I C R O S O F T S Q L S E R V E R C O N F I G U R A T I O N

15. In the Ready to Install window, review the list of components that will be

installed and click Install.

16. The Setup Progress window appears, allowing you to view the status of the

installation. Click Next after the installation is completed.

17. In the Completing the Microsoft SQL Server Installation Wizard window, click

Finish to exit the installation wizard.

18. Restart the computer if you are instructed to do so.

Installing Microsoft SQL Server 2005 Express Edition

Microsoft SQL Server 2005 Express Edition has a maximum database size of 4 GB.

You can download Microsoft SQL Server 2005 Express from www.microsoft.com.

The version of Microsoft Dynamics GP that runs on Microsoft SQL Server 2005

Express is limited to 10 users.

Microsoft SQL Server 2005 Express doesn’t include SQL administrative tools. You

can download Microsoft SQL Server Management Studio Express and SQL Server

2005 Books Online for SQL Server Express from www.microsoft.com.

Use the information in this section to install Microsoft SQL Server 2005 Express on

your computer.

To install Microsoft SQL Sever 2005 Express Edition:

1. Insert the SQL Server 2005 DVD. The main SQL Server installation screen

should appear. If you do not see this screen, browse the DVD and double-click

the Splash.hta file.

2. Click Run in the SQL Server Installation Wizard.

3. Mark the option to accept the terms of the End-User License Agreement and

then click Next.

4. In the Installing Prerequisites window, click Install to install the software

components that are required for Microsoft SQL Server 2005 Express. After the

components are installed, click Next.

5. In the Welcome to the Microsoft SQL Server Installation Wizard window, click

Next.

6. Your computer is scanned for conditions that may stop installation. To proceed

with the installation, click Next in the System Configuration Check window. For

more information about the items that are checked, click Help.

7. Enter your name and company in the Registration Information window, and

click Next.

8. In the Feature Selection window, select the features for your installation and

specify the location to install Microsoft SQL Server Express Edition. Click Next.

9. In the Authentication Mode window, select Mixed Mode as the authentication

mode. Mixed Mode is required by Microsoft Dynamics GP.

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20 I N S T A L L A T I O N I N S T R U C T I O N S

With Mixed Mode, users can connect using Windows Authentication or SQL

Server Authentication. You must enter and confirm the system administrator

password when you select Mixed Mode. You’ll use this is the password to log in

to Microsoft Dynamics GP Utilities as the system administrator.

10. Specify whether or not to allow error and usage reporting in the Error and

Usage Report Setting window. Click Next.

11. In the Ready to Install window, review the list of components that will be

installed and click Install.

12. The Setup Progress window appears, allowing you to view the status of the

installation. Click Next after the installation has been completed.

13. In the Completing the Microsoft SQL Server Installation Wizard window, click

Finish to exit the installation wizard.

14. Restart the computer if you are instructed to do so.

SQL Server Agent

When you install Microsoft Dynamics GP on the server, an automated database

maintenance job is created. SQL Server Agent is used to run automated jobs.

Be sure that the SQL Server Agent service is set up to start automatically with the

operating system if you are using Microsoft SQL Server. In SQL Server Service

Manager, select SQL Server Agent from the list of services and mark the Auto-start

service when OS starts option.

Jobs are customizable, and you can select how frequently they should be completed.

You may want certain jobs to run every half hour, while others should run once at

night. For more information on scheduling jobs, refer to Microsoft SQL Server

Books Online.

Microsoft SQL Server 2005 Express doesn’t include SQL Server Agent. Refer to

Support Hot Topic on CustomerSource https://mbs.microsoft.com/

customersource for more information about scheduling a backup.

Enabling Delete PJournal job

The Delete PJournal job is created during the installation of Microsoft Dynamics GP.

By enabling the Delete PJournal job, the speed of the posting process is increased.

To enable Delete PJournal job using Enterprise Manager:

1. Open SQL Server Enterprise Manager.

(Start >> Programs >> Microsoft SQL Server >> Enterprise Manager)

2. Expand Microsoft SQL Server, expand SQL Server Group, and expand the

instance of SQL Server used for GP.

3. Expand Management, expand SQL Server Agent, and click Jobs.

4. Right-click on Remove Posted PJournals for your company database and click

Properties to open the Properties window.

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C H A P T E R 4 M I C R O S O F T S Q L S E R V E R C O N F I G U R A T I O N

5. Unmark and mark the Enable option.

6. Click Apply and then click OK.

To enable Delete PJournal job using SQL Server

Management Studio:

1. Open SQL Server Management Studio.

(Start >> Programs >> Microsoft SQL Server 2005 >> SQL Server Management

Studio)

2. Log in to Microsoft SQL Server 2005.

3. Expand SQL Server Agent, and click Jobs.

4. Right-click on Remove Posted PJournals for your company database and click

Properties to open the Properties window.

5. Unmark and mark the Enable option.

6. Click Apply and then click OK.

22 I N S T A L L A T I O N I N S T R U C T I O N S

I N S T A L L A T I O N I N S T R U C T I O N S 23

Chapter 5: Account framework

Use the information in this chapter to plan your account framework for your

company. A framework is a set of maximum values, such as maximum segment

lengths that each of your company’s account formats must fit within. The account

framework is very difficult to change later after it’s set up.

Note that the account framework you enter in the Microsoft Dynamics GP Utilities will be

used for the account format in all companies you’re planning to set up.

This chapter contains the following sections:

• Understanding the account framework

• Using a custom or default account framework

• Planning your account framework

• Choosing account framework storage size

Understanding the account framework

The framework you’ll enter includes maximums for the account length, the number

of account segments, and the length of each segment. These maximums will be used

for the account format in all companies you’re planning to set up. You’ll enter the

specific account format for each company when you access Microsoft Dynamics GP

and set up the company.

Maximums you enter for account framework during installation will apply to

additional companies you set up later. For example, you could enter the account

framework maximums shown in the following table during the installation process.

With these maximums for the account framework defined during installation, you

wouldn’t be able to set up the following account format for a company.

Although the maximum account length and number of segments is within the limit,

this account format is invalid because the length of the first segment—8—exceeds

the segment maximum that was defined during installation.

Account framework example

Maximum account length 20

Maximum number of segments 3

Length of segment 1 7

Length of segment 2 10

Length of segment 3 3

Invalid account format for the corresponding framework

Account length 20

Number of segments 3

Length of segment 1 8

Length of segment 2 9

Length of segment 3 3

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Using a custom or default account framework

You can design your account framework or use a default account framework. The

account framework applies to all companies in your Microsoft Dynamics GP

system, and represents the maximum length of your accounts, number of segments,

and segment lengths. The account framework is very difficult to change later after

you set it up using Microsoft Dynamics GP Utilities.

To use the default account framework, you’ll select Basic as the installation option

in Microsoft Dynamics GP Utilities after you install Microsoft Dynamics GP. The

Basic option also provides default settings for your system database and system

password. For more information, see Installation options in Microsoft Dynamics GP

Utilities on page 34.

The following is the account framework for a basic installation.

If you decide that the basic installation’s default account framework fits your

business needs, you don’t need to plan your account framework before you install

Microsoft Dynamics GP and use Microsoft Dynamics GP Utilities.

If you decide not to use the default framework, review Planning your account

framework on page 24 and Choosing account framework storage size on page 25 to plan

your account framework before you install Microsoft Dynamics GP. After you

design your account framework and install Microsoft Dynamics GP, you’ll select

Advanced as the installation option in Microsoft Dynamics GP Utilities. Use

Microsoft Dynamics GP Utilities to enter a framework for the account formats that

will be used by all companies you’ll set up in Microsoft Dynamics GP.

Planning your account framework

When planning an account framework, think about the account format you’ve used

with your previous accounting system and consider future expansions and the

account format for additional companies you may add to your system later. Plan the

maximum number of segments you’ll use in any company, and the maximum

length of each segment.

It’s important to consider what your current and future needs are for the framework; after

you’ve entered the framework, it’s unlikely that you’ll be able to change it. If you find that

you need to change your account framework, contact your reseller or Microsoft Dynamics

GP Technical Support.

Maximum number of segments 5

Length of each segment 9

Account preview xxxxxxxxx-xxxxxxxxx-xxxxxxxxx-xxxxxxxxx-xxxxxxxxx

Sorting Options No sorting options by segment

I N S T A L L A T I O N I N S T R U C T I O N S 25

C H A P T E R 5 A C C O U N T F R A M E W O R K

To use one of the default charts of accounts provided with Microsoft Dynamics GP

or to complete the orientation training using the sample company, set up the

account framework with maximums that are at least the size listed below. To

preview the default charts of accounts for various business and industry types,

review the Default Charts of Accounts for Microsoft Dynamics GP article (http://

go.microsoft.com/fwlink/?LinkId=89042).

If you have more than one company, you may need to enter maximum segment

lengths that exceed the 66-character account length maximum when the segment

lengths are added together. Assume that you have two companies using the account

formats shown in the following table.

In this case, you’d enter the following account framework maximums.

Notice that the total of the three segment lengths—75—exceeds the maximum

account length—66. However, the account format for each company is within the

account framework maximum.

Choosing account framework storage size

You will need to consider the storage size that is required by each segment. The

storage size is made up of segment units—a unit of measure that determines the

size of each segment. In Microsoft Dynamics GP, the storage size is calculated

automatically when you enter each segment, though it isn’t displayed. A message

will be displayed if your framework exceeds the allowable storage size.

Each segment uses one or two segment units for storage, depending upon whether

it’s an odd or an even-numbered segment. These units will be added to the total

length of all segments. When the maximum account length is set, the total of all

segments units must be 82 or less. For example, assume that an account has two 5-

character segments and seven 8-character segments, the total storage size will be 82

Minimum account framework for use with sample company

Maximum account length at least 9 characters

Maximum number of segments at least 3 segments

Length of segment 1 at least 3 characters

Length of segment 2 at least 4 characters

Length of segment 3 at least 2 characters

Account format Company 1 Company 2

Account length 66 66

Number of segments 3 3

Length of segment 1 10 20

Length of segment 2 40 30

Length of segment 3 15 15

Account framework accommodating

both account formats

Maximum account length 66

Maximum number of segments 3

Length of segment 1 20

Length of segment 2 40

Length of segment 3 15

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26 I N S T A L L A T I O N I N S T R U C T I O N S

(one unit is added to each of the five character segments because 5 is an odd

number and two units must be added to each of the 8-character segments because 8

is an even number). This example would be calculated as shown in the following

table.

Based on the previous example, if you use an account framework with two 5-

character segments and eight 8-character segments, it would not be valid because

the total would be 92, or ten greater than the maximum allowed, as shown in the

following table.

However, if you use all odd-numbered segment lengths, you can incorporate larger

segments in your account framework because odd-numbered segment lengths use

only one segment unit each. For example, you could use ten 7-character segments in

your account framework, which provides a total length of 70 characters, and a total

size of 80.

Segment Segment length Segment units Total size

1 5 1 6

2 5 1 6

3 8 2 10

4 8 2 10

5 8 2 10

6 8 2 10

7 8 2 10

8 8 2 10

9 8 2 10

Total 66 16 82

Segment Segment length Segment units Total size

1 5 1 6

2 5 1 6

3 8 2 10

4 8 2 10

5 8 2 10

6 8 2 10

7 8 2 10

8 8 2 10

9 8 2 10

10 8 2 10

Total 74 18 92

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28 I N S T A L L A T I O N I N S T R U C T I O N S

Part 2: Microsoft Dynamics GP

server installation

This part contains information about installing Microsoft Dynamics GP and

additional components included on the Microsoft Dynamics GP DVD on your

server. It also includes information about using Microsoft Dynamics GP Utilities to

set up your system, and creating your first company. It contains the following

chapters:

• Chapter 6, “Installing Release 10.0 on the server,” provides instructions for

installing Microsoft Dynamics GP Release 10.0 on the server.

• Chapter 7, “Using Microsoft Dynamics GP Utilities,” includes information

about using Microsoft Dynamics GP Utilities to set up your system.

• Chapter 8, “Installing additional components,” contains information about

additional features and products available for Microsoft Dynamics GP. Use

these procedures to install additional components after you’ve already installed

Microsoft Dynamics GP.

• Chapter 9, “Creating a company,” provides instructions for creating a company

if you didn’t create one when you first used Microsoft Dynamics GP Utilities to

prepare Microsoft Dynamics GP for use. You must have at least one company

set up before you can start Microsoft Dynamics GP.

• Chapter 10, “After installing on the server,” tells you how to log in to Microsoft

Dynamics GP and register your Microsoft Dynamics GP modules.

I N S T A L L A T I O N I N S T R U C T I O N S 29

Chapter 6: Installing Release 10.0 on the server

Use the information in this chapter to install Microsoft Dynamics GP Release 10.0 on

the server. This chapter contains the following sections:

• Installation overview

• Installing Microsoft Dynamics GP (server and first client)

Installation overview

In a multiuser local area network environment, Microsoft Dynamics GP

applications are typically installed on a server, and then on each client. When you

install Microsoft Dynamics GP on the server, both server and client components are

installed on the server. Each client will have access to data stored on the server. You

must install your company database on the server first. Then, from any client, you’ll

install client components using the Microsoft Dynamics GP DVD or using a client

installation package. For more about creating an installation package for your

clients, see Chapter 11, “Creating an installation package.”

Installing Microsoft Dynamics GP (server and first

client)

Before beginning the installation, be sure you’ve completed the installation

preparation steps listed in Part 1, Preparation, and that no other applications are

running.

To install Microsoft Dynamics GP (server and first client):

1. Be sure that you’re logged in to Windows as a user with system administrator

privileges.

2. Insert the Release 10.0 DVD in the DVD drive of your server computer. The

main Microsoft Dynamics GP installation window should appear. If the

window does not appear automatically, browse the DVD and double-click the

Setup.exe file.

3. Click Microsoft Dynamics GP.

The installation program verifies that your system has the minimum operating

system required to run Microsoft Dynamics GP. If your system does not meet

requirements, the installation will not continue.

4. If you are installing Microsoft Dynamics GP on a computer with an existing

instance of Microsoft Dynamics GP Release 10.0, select the Create new instance

option, enter a name for the new instance, and then click Next.

5. In the Country/Region Selection window, select the primary country or region

where you do business. Your selection affects which features are available to

install. Some features are available only in selected countries or regions. Click

Next.

6. Follow the instructions in the window to accept the software license agreement.

To install Microsoft Dynamics GP, you must accept this agreement and click

Next.

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7. In the Select Features window, select the features to install.

When you click a button for a feature, a pop-up menu of options appears. Refer

to the table for more information about each option.

8. Specify the folder where you want the Microsoft Dynamics GP files installed.

The default folder is C:\Program Files\Microsoft Dynamics\GP. To select a

different folder, click Browse.

After you have specified the installation folder, click Next.

9. To set up an ODBC data source, enter the name you assigned to the SQL Server

when you installed Microsoft SQL Server. A data source name called Dynamics

GP also is created using SQL Native Client.

If you don’t want to set up an ODBC data source, mark the Do not create a data

source option.

Click Next.

10. In the Install Program window, click Install.

11. The Installation Progress window appears, where you can view the status of the

installation.

12. In the Installation Complete window, click Exit.

13. Before you start Microsoft Dynamics GP Utilities, check for and install current

Microsoft Dynamics GP service pack for Release 10.0. See CustomerSource

(https://mbs.microsoft.com/customersource) for the latest service pack

information.

Option What happens

Install this feature The selected feature will be installed on the local hard

disk. (This option installs the feature, but not sub–

features.)

Install entire feature Will install the feature and all of its sub–features.

Do not install this feature Will not install the selected feature or sub–features.

I N S T A L L A T I O N I N S T R U C T I O N S 31

C H A P T E R 6 I N S T A L L I N G R E L E A S E 1 0 . 0 O N T H E S E R V E R

To start Microsoft Dynamics GP Utilities, you must have appropriate user privileges.

Typically, this means being part of the Administrators group or the Power Users group

on Windows XP. On Windows Vista® or Windows Server 2008, it means starting

Microsoft Dynamics GP Utilities with administrative privileges. For example, to start

Microsoft Dynamics GP Utilities from the shortcut on the Start menu, select and rightclick

GP Utilities, and then select Run as Administrator. Refer to your operating

system’s documentation for more information.

14. Start Microsoft Dynamics GP Utilities. Choose Start >> All Programs >>

Microsoft Dynamics >> GP 10.0 >> GP Utilities.

15. Follow the instructions in Chapter 7, “Using Microsoft Dynamics GP Utilities.”

You can use the Microsoft Dynamics GP Utilities windows to set up your

account framework and the Microsoft Dynamics GP system data tables, and to

create your companies.

16. After using Microsoft Dynamics GP Utilities, you can install additional features

or components that add specialized functionality to your Microsoft Dynamics

GP system on the server computer. See Chapter 8, “Installing additional

components,” for more information.

32 I N S T A L L A T I O N I N S T R U C T I O N S

I N S T A L L A T I O N I N S T R U C T I O N S 33

Chapter 7: Using Microsoft Dynamics GP Utilities

After you’ve installed Microsoft Dynamics GP, you need to complete a number of

additional configuration procedures. To do this, you’ll use an application called

Microsoft Dynamics GP Utilities.

To start Microsoft Dynamics GP Utilities, you must have appropriate user privileges.

Typically, this means being part of the Administrators group or the Power Users group on

Windows XP. On Windows Vista or Windows Server 2008, it means starting Microsoft

Dynamics GP Utilities with administrative privileges. For example, to start Microsoft

Dynamics GP Utilities from the shortcut on the Start menu, select and right-click GP

Utilities, and then select Run as Administrator. Refer to your operating system’s

documentation for more information.

One of the most important—and difficult to change later—configuration tasks is

setting up an account framework. Be sure to review Chapter 5, “Account

framework,” before using the Microsoft Dynamics GP Utilities.

This chapter contains the following sections:

• Microsoft Dynamics GP Utilities overview

• Installation options in Microsoft Dynamics GP Utilities

• Preparing Microsoft Dynamics GP for use with default settings

• Preparing Microsoft Dynamics GP for use with custom settings

• Additional installation tasks

• Adding sample company data

• Creating a company

• Removing SOP and Invoicing message

Microsoft Dynamics GP Utilities overview

You’ll use Microsoft Dynamics GP Utilities to complete the following tasks after

you’ve installed software and data on a server computer.

• Select whether to use default or custom settings to configure the system

database.

• Create SQL Server devices and databases for Microsoft Dynamics GP.

• Create your account framework and synchronize the Microsoft Dynamics GP

dictionary, if you are providing custom settings.

• Select a default account framework and synchronize the Microsoft Dynamics

GP dictionary, if you decide to use default settings.

• Define account sorting options, if you are providing custom settings.

• Enter the password for the DYNSA user.

• Set up the system password, which controls access to system management

functions in Microsoft Dynamics GP, if you are providing custom settings.

• Synchronize sample data with your account framework, if you installed the

sample company.

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• Remove SOP and Invoicing message. This lets you removes a message that

appears every time you enter a transaction in Sales Order Processing or

Invoicing, if both modules are registered.

• Create additional companies, as needed.

Installation options in Microsoft Dynamics GP Utilities

When using Microsoft Dynamics GP Utilities, you can select an installation option

to use default settings or to provide your own custom settings. If you select the

Basic option, the default settings for the DYNAMICS database, the account

framework, and system password are provided. If you select the Advanced option,

you’ll provide the settings to create the database, the account framework, and

system password.

The following table compares the default settings of the Basic option with the

custom settings of the Advanced option.

Preparing Microsoft Dynamics GP for use with default

settings

Use Microsoft Dynamics GP Utilities to prepare Microsoft Dynamics GP for use.

Complete this procedure when you install Microsoft Dynamics GP for the first time.

You need to do this only once.

With this procedure, you’ll select the Basic option in the Installation Options

window to use default settings for the DYNAMICS database, account framework,

and system password. For more information about the Basic option, see Installation

options in Microsoft Dynamics GP Utilities on page 34.

Before you use Microsoft Dynamics GP Utilities, check for and install the most

current Microsoft Dynamics GP service pack for Release 10.0. See CustomerSource

(https://mbs.microsoft.com/customersource) for the latest service pack

information. After installing the service pack, start Microsoft Dynamics GP Utilities.

To prepare Microsoft Dynamics GP for use with default

settings:

1. Start Microsoft Dynamics GP Utilities.

(Start >> Programs >> Microsoft Dynamics >> GP 10.0 >> GP Utilities)

Setting Basic installation Advanced installation

DYNAMICS

database

The DYNAMICS database files are created at the default

locations defined in the SQL Server.

A typical default location is \Program Files\Microsoft SQL

Server\MSSQL\data.

You can specify the locations where the DYNAMICS

database files are created in the SQL Server.

Account

framework

The following account framework is created for you.

Maximum number of segments: 5

Length of each segment: 9

Sorting Options: No sorting options by segment

Account preview:

xxxxxxxxx-xxxxxxxxx-xxxxxxxxx-xxxxxxxxx-xxxxxxxxx

You can design your account framework by

entering the maximum for the account length, the

number of account segments, and the length of

each segment. You also can select sorting options.

For more information about designing an account

framework, see Chapter 5, “Account framework.”

System

password

The system password is blank. This means that all users will

have access to systemwide setup information. You can enter

this password in Microsoft Dynamics GP.

You can enter a password for systemwide setup

information.

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C H A P T E R 7 U S I N G M I C R O S O F T D Y N A M I C S G P U T I L I T I E S

2. In the Welcome to Microsoft Dynamics GP Utilities window, verify your server

name, and enter a system administrator user ID and password; then click OK.

You must be logged in as a system administrator to complete database and system

functions within Microsoft Dynamics GP Utilities.

3. The Welcome To Microsoft Dynamics GP Utilities window opens when you are

logged into the server you selected. Read the message and click Next.

4. The Installation Options window appears. Mark Basic and then click Next.

5. If the DYNSA user doesn’t have a password, the Enter DYNSA User Password

window opens. Use this window to enter the password for the DYNSA user.

The DYNSA user is the database owner and can perform tasks, such as table

maintenance procedures. This password is case-sensitive.

6. In the Confirmation window, click Next.

Microsoft Dynamics GP Utilities installs databases and devices, installs initial

module setup information, and sets up Microsoft Dynamics GP menus. These

procedures may take several minutes to complete. The Server Installation

Progress window describes the processes as they are completed.

When processing is complete, the Additional Tasks window appears.

7. In the Additional Tasks window, you can choose to perform additional

procedures, start Microsoft Dynamics GP, or end the installation. If you select

any task, click Process; otherwise, click Exit.

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See Additional installation tasks for more information about additional

installation tasks.

Preparing Microsoft Dynamics GP for use with custom

settings

Use Microsoft Dynamics GP Utilities to prepare Microsoft Dynamics GP for use.

Complete this procedure when you install Microsoft Dynamics GP for the first time.

You need to do this only once.

With this procedure, you’ll select the Advanced option in the Installation Options

window to use custom settings for the DYNAMICS database, account framework,

and system password. For more information about the Advanced option, see

Installation options in Microsoft Dynamics GP Utilities on page 34.

Before you use Microsoft Dynamics GP Utilities, check for and install the most

current Microsoft Dynamics GP service pack for Release 10.0. See CustomerSource

(https://mbs.microsoft.com/customersource) for the latest service pack

information. After installing the service pack, start Microsoft Dynamics GP Utilities.

To prepare Microsoft Dynamics GP for use with custom

settings:

1. Start Microsoft Dynamics GP Utilities.

(Start >> Programs >> Microsoft Dynamics >> GP 10.0 >> GP Utilities)

2. In the Welcome to Microsoft Dynamics GP Utilities window, verify your server

name, and enter a system administrator user ID and password; then click OK.

You must be logged in as a system administrator to complete database and system

functions within Microsoft Dynamics GP Utilities.

3. The Welcome To Microsoft Dynamics GP Utilities window opens when you are

logged into the server you selected. Read the message and click Next.

4. The Installation Options window appears. Mark Advanced and then click Next.

I N S T A L L A T I O N I N S T R U C T I O N S 37

C H A P T E R 7 U S I N G M I C R O S O F T D Y N A M I C S G P U T I L I T I E S

5. In the Database Setup window, enter the location to create the data and log

devices (files). For more information about disk and RAID configuration, see

see http://go.microsoft.com/fwlink/?LinkId=82118. Click Next.

6. In the Set Up Account Framework window, enter a framework for the accounts

for all Microsoft Dynamics GP companies, as well as all companies you may set

up in the future.

Enter the maximum account length (up to 66 characters) and the maximum

number of segments (up to 10) that you’ll need for the charts of accounts in

companies you set up now or in the future. Maximums you enter now will

apply to all companies you plan to set up.

See Planning your account framework on page 24 for more information.

7. In the Set Up Account Segment Lengths window, enter a name for each

segment of the account, as well as the maximum length you’ll use for each

segment in the charts of accounts for your companies.

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You should use descriptive names that clearly indicate how each segment will

be used. These segment names will appear as the default segment names when

you set up the account format for each company; you can change the names

later, if necessary.

The length of each segment can be no longer than 66 characters. Maximums you

enter now will apply to companies you set up later.

If you have more than one company, you may need to enter maximum segment lengths

that exceed the 66-character account length maximum when the segment lengths are

added together. The total size must be 82 or less. See Choosing account framework

storage size on page 25 for more information.

8. Select sorting options in the Define Additional Sorting Options window. This

window displays the predefined sorting options available in Microsoft

Dynamics GP to sort account information in windows and on reports.

• If the displayed sorting options include the ways you’ll need to sort account

information, leave the No option marked and click Next, then continue to

step 10.

• To select segments of your account framework to sort by, as well, mark Yes,

then click Next. The Set Up Additional Sorting Options window appears.

Continue to step 9.

9. If you selected Yes in step 8, select each account segment you want to use as a

sorting option and click Add. You can define up to nine additional sorting

options.

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If you select more than one segment, use the Up and Down buttons to specify in

what order the segments will be used to sort account information. Sorting

options are used to control the way accounts are displayed in Microsoft

Dynamics GP windows, in all your companies.

10. When you’ve finished selecting segments, click Next to verify your account

framework in the Verify Account Framework window.

To make corrections if necessary, click Back until the appropriate window is displayed,

then click Next in each window until the Verify Account Framework window is

displayed again.

A report file called Acctfram.txt is created in the Data folder inside of the GP

folder, which contains the same account framework information. This file,

which is created only on the first client, stores account framework information

for your reference. Be sure to make a backup of the Acctfram.txt file.

11. If the DYNSA user doesn’t have a password, the Enter DYNSA User Password

window opens. Use this window to enter the password for the DYNSA user.

The DYNSA user is the database owner and can perform tasks, such as table

maintenance procedures. This password is case-sensitive.

12. In the Enter System Password window, enter the password to use to access

Microsoft Dynamics GP system windows, reports, and utilities. This password

is case-sensitive and will be used for control functions, such as user security.

13. In the Confirmation window, click Next.

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Microsoft Dynamics GP Utilities installs databases and devices, installs initial

module setup information, and sets up Microsoft Dynamics GP menus. These

procedures may take several minutes to complete. The Server Installation

Progress window describes the processes as they are completed.

When processing is complete, the Additional Tasks window appears.

14. In the Additional Tasks window, you can choose to perform additional

procedures, start Microsoft Dynamics GP, or end the installation. If you select

any task, click Process; otherwise, click Exit.

See Additional installation tasks for more information about additional

installation tasks.

Additional installation tasks

The Additional Tasks window in Microsoft Dynamics GP Utilities contains the

following selections:

• Add sample company data

• Create a company

• Remove SOP and Invoicing message

• Update modified forms and reports

• Synchronize forms and reports dictionaries

The Update modified forms and reports option is used when upgrading from a

previous release; it isn’t used when you initially install Microsoft Dynamics GP.The

Synchronize forms and report dictionaries option can be used at anytime when you

want to synchronize your forms and reports to your account framework.

Start Microsoft Dynamics GP Utilities if you haven’t already and follow the

instructions in the Microsoft Dynamics GP Utilities windows until you open the

Additional Tasks window. The following procedures assume that the Additional

Tasks window is open.

Adding sample company data

You can add data for the sample company, Fabrikam, Inc., to your Microsoft

Dynamics GP system to practice procedures. If a Microsoft Dynamics GP feature is

installed, the sample data for that feature will be included when adding sample

data. When you are adding the sample company, you can create LessonUser1 and

LessonUser2 as sample users. These users will have access only to Fabrikam, Inc.

The process of adding sample company data may take some time.

To add sample company data:

1. Select the Add sample company data option in the Additional Tasks window

and click Process.

2. In the Database Setup window, select a default location for new files that will be

created for the sample company.

3. In the Create Sample Users window, enter a password that will be used by the

sample users, LessonUser1 and LessonUser2, to access the sample company.

Reenter your password exactly as you previously entered it. Click Next.

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4. In the Confirmation window, click Finish. After data has been added, the

Additional Tasks window will reappear.

Creating a company

This option will create SQL tables that are needed for your company data. You must

have at least one company set up before you can start Microsoft Dynamics GP.

When adding a company, you can select how to configure your company. You can

use wizards to migrate data from Intuit QuickBooks and enter basic configuration

options, or you can configure the company later using the Setup Checklist window

in Microsoft Dynamics GP. To use a wizard to migrate or configure data, you must

download and install the Rapid Implementation Tools for Microsoft Dynamics GP.

If you haven’t installed the Rapid Implementation Tools, click the Download and

install the wizards link in the Company Setup Options window.

For each company you create, be sure the following requirements are met:

• The minimum device size for most Microsoft Dynamics GP configurations is

300MB. If you’re using Human Resources with Integration to Payroll or the

Manufacturing Series, use a device size of 450MB.

• The folder you specify must exist on the hard disk.

To create a company:

1. Select the Create a company option in the Additional Tasks window and click

Process.

2. In the Create Company window, enter a company ID and name and select

additional options.

The additional options, such as shipping methods and payment terns, may be

overwritten if you choose to use the wizards to migrate QuickBooks data and enter basic

configuration information in step 6.

3. Click Next.

4. In the Database Setup window, select a default location for new files that will be

created.

5. The Confirmation window appears. Confirm your selections. If the selections

are correct, click Finish.

The Server Installation Progress window appears, showing progress as devices

are created and tables loaded.

6. The Company Setup Options window appears, where you can select to use a

wizard to migrate data from QuickBooks, use a wizard to enter basic

configuration options, or configure the company later using the Setup Checklist

window in Microsoft Dynamics GP.

To use a wizard to migrate or configure data, you must download and install

the Rapid Implementation Tools for Microsoft Dynamics GP. If you haven’t

installed the Rapid Implementation Tools, click the Download and install the

wizards link in the Company Setup Options window before you click Next.

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7. Click Next. If you decided to configure your company later, the Additional

Tasks window reappears. You can click Create a company to set up a second

company, start Microsoft Dynamics GP, or Exit.

If you decided to use a wizard to migrate or configure your company data, the

Rapid Migration Tool or the Rapid Configuration Tool starts.

Removing SOP and Invoicing message

Return to Microsoft Dynamics GP Utilities and complete this task after you’ve set

up Sales Order Processing. The following message will appear every time you enter

a transaction in Sales Order Processing or Invoicing, if both modules are registered:

“Sales Order Processing and Invoicing modules are both installed. They do not

share information. Transactions should be entered in one module only.” To remove

this message, select Remove SOP and Invoicing message in the Additional Tasks

window and click Process, then follow the instructions in the window.

I N S T A L L A T I O N I N S T R U C T I O N S 43

Chapter 8: Installing additional components

Depending on your organization’s needs, you may have purchased additional

features that add specialized functionality to your Microsoft Dynamics GP system.

A Microsoft Dynamics GP feature can be a single function or a complete a range of

related business and accounting tasks that use one or more modules. Several

products that integrate with Microsoft Dynamics GP are included on the Microsoft

Dynamics GP DVD.

This chapter contains the following sections:

• Microsoft Dynamics GP features

• Adding or removing additional features

• Additional components

• Installing an additional component

Microsoft Dynamics GP features

After you’ve installed Release 10.0, you may decide to purchase an additional

feature or remove a feature. Some features add a single function to your Microsoft

Dynamics GP system while some, such as Manufacturing, allow you to complete a

range of related business and accounting tasks that use one or more modules. You

can use the Select Features window to install or uninstall a feature. For more

information about accessing this window, see Adding or removing additional features.

You can register Microsoft Dynamics GP using the Registration window (Microsoft

Dynamics GP menu >> Tools >> Setup >> System >> Registration) after you install.

For more information about registration, see Registering Microsoft Dynamics GP on

page 54. All features are registered for the sample company, Fabrikam, Inc. For

more information about the sample company, see Adding sample company data on

page 40.

The following table lists the Microsoft Dynamics GP features. The features available

depends on the country or region you selected when installing Microsoft Dynamics

GP.

For all countries and regions

A4 Human Resources

Analytical Accounting Manufacturing

Audit Trails Multilingual Checks

Collections Management Payment Document Management

EFT for Receivables Management Professional Services Tools Library

Electronic Bank Reconcile Retail Management System Integration

Electronic Signatures Revenue/Expense Deferrals

Encumbrance Management Safe Pay

Extender SmartList Builder

Grant Management

For all countries and regions except Canada and United States

Bank Management Scheduled Instalments

Direct Debits and Refunds

For Canada

Canadian Payroll

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We recommend that you install each Microsoft Dynamics GP feature and additional

component that you are going to register on all client computers.

Adding or removing additional features

Use the installation wizard to add or remove features from your Microsoft

Dynamics GP installation. You also can use the Program Maintenance window,

opened from the Add or Remove Programs control panel, to add or remove

features. You should make a complete backup of your data before adding or

removing features. Removing a feature does not remove tables from the database.

Be sure to follow the instructions in the Microsoft Dynamics GP Utilities windows

after installing a feature. Depending on the feature that you’re installing, you may

have to update tables and update your companies.

After you install a feature, be sure that the feature is at the current version. You can’t

client has different version information than the server. You can use the

GP_LoginErrors. file in your temporary directory to help resolve the version

information issue. The log file will contain the product name, along with the

dictionary version and the database version.

For Austria, Belgium, France, Luxembourg, Netherlands, Spain, United

Kingdom, and Ireland

Enhanced Intrastat

For the United States and the Andean region

Check Amounts to Words

For the Andean region

Certificate of Retention – Ecuador Purchase Vouchers

COA Ecuador Single Account Plan

Inflation Adjustment – Financial Tax Administration – Purchasing

Inflation Adjustment – Inventory Tax Administration – Sales

Inflation Adjustment – Fixed Assets Tax Reports

Kardex

For Chile

Localization Chile Monetary Corrections – Inventory

Monetary Corrections – Fixed Assets Shipping Documents

For Argentina

Check Printing Legal Documents

Collections and Payment Methods –

Withholds

Perceptions

Credit Analysis Shipping Documents

Inflation Adjustments Tax Listing

Taxes On Returns

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To add or remove additional features:

1. Start the installation wizard. You can use either of the following methods.

• Insert the Release 10.0 DVD in the DVD drive of your computer. The main

Microsoft Dynamics GP installation window should appear. If the window

does not appear, browse the DVD and double-click the Setup.exe file. Click

Microsoft Dynamics GP. Select the existing instance of Microsoft Dynamics

GP in the Instance Selection window and click Next.

—or—

• Open the Add or Remove Programs control panel, and select Microsoft

Dynamics GP 10.0. Click Change to open the Program Maintenance

window.

2. Click Add/Remove Features.

3. In the Select Features window, select the features to install or uninstall. When

you install a new feature, you won’t reinstall features that have been installed

previously.

When you click a button for a feature, a pop-up menu of options appears. Refer

to the table for more information about each option.

After you have specified the feature or features, click Next.

4. In the Install Program window, click Install.

5. The Installation Progress window appears, where you can view the status of the

installation.

6. In the Installation Complete window, click Exit.

Option What happens

Install this feature The selected feature will be installed on the local hard

disk. (This option installs the feature, but not the sub–

features.)

Install entire feature Will install the feature and all of its sub–features.

Do not install this feature Will not install the selected feature or sub–feature.

Select to uninstall a feature or sub–feature.

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7. Start Microsoft Dynamics GP Utilities. Choose Start >> All Programs >>

Microsoft Dynamics >> GP 10.0 >> GP Utilities.

To start Microsoft Dynamics GP Utilities, you must have appropriate user privileges.

Typically, this means being part of the Administrators group or the Power Users group

on Windows XP. On Windows Vista or Windows Server 2008, it means starting

Microsoft Dynamics GP Utilities with administrative privileges. For example, to start

Microsoft Dynamics GP Utilities from the shortcut on the Start menu, select and rightclick

GP Utilities, and then select Run as Administrator. Refer to your operating

system’s documentation for more information.

8. The Welcome To Microsoft Dynamics GP Utilities window opens when you are

logged into the server you selected. Read the message and click Next.

9. Follow the instructions in the Microsoft Dynamics GP Utilities windows.

Depending on the feature that you’re installing, you may have to update tables

and update your companies.

10. After the processing is finished, the Additional Tasks window will open, where

you can perform additional tasks, start Microsoft Dynamics GP, or exit the

installation.

Additional components

A smaller set of additional components are separate installations available on the

Microsoft Dynamics GP DVD. These additional components are listed on the main

Microsoft Dynamics GP installation window for DVD. For more information about

accessing this window, see Installing an additional component on page 47.

The following table lists the additional components.

Additional components Description

Analysis Cubes (SQL Server 2000) – Client Microsoft Dynamics GP client for arranging

PivotTable data, and Excel® PivotTable® creator

wizard.

Analysis Cubes (SQL Server 2000) – Server Creates SQL tables, data warehouse and Analysis

Server cubes for data analysis in Excel.

Analysis Cubes (SQL Server 2005)–Client This option makes the Analysis Cubes for 2005

client installation wizard available.

Analysis Cubes (SQL Server 2005)–Server This option makes the Analysis Cubes for 2005

server setup and server configuration wizards

available.

eConnect Runtime A document integration tool that enables high

volume, high speed programmatic integration to

and from applications and the Microsoft Dynamics

GP back office solution.

Human Resources and Payroll Suite The Human Resources and Payroll Suite consists of

four modules that provide additional capabilities

for an existing Microsoft Dynamics GP installation.

The modules are U.S. Payroll Extensions, PTO

Manager, Advanced Human Resources, and

Advanced Payroll.

Integration Manager Allows you to perform a one-time data conversion

from your existing system to Microsoft Dynamics

GP products, or to perform ongoing integrations

from other applications.

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There are some additional components that are released only on the

CustomerSource Web site (https://mbs.microsoft.com/customersource/support/

downloads/servicepacks/).

Installing an additional component

Use this procedure to install an additional component after you’ve installed

Microsoft Dynamics GP. Before installing additional components, you should make

a complete backup of your data.

Each additional component has its own installation instructions and documentation

that you can access before you install the component. After you review the

documentation you can install the component.

To install an additional component:

1. Insert the Microsoft Dynamics GP DVD. The main Microsoft Dynamics GP

installation window should appear. If the window does not appear, browse the

DVD and double-click the Setup.exe file.

2. Click the additional component you want to install and then click View

Documentation.

3. After you review the documentation, install the component by clicking the

additional component you want to install and then clicking Install.

Microsoft SQL Server Reporting Services

Wizard

Installs the necessary code on the Microsoft Office

SharePoint® Server as well as creates a wizard to

enable deployment of data connections and Excel

reports to the Microsoft Office SharePoint Server.

Personal Data Keeper Use to enter time and expense transactions online

and then synchronize with Project Accounting when

online.

SQL Server Reporting Services Wizard Installs a wizard on the server that is used to deploy

SQL Reporting Services reports.

Web Services Management Tools Installs the Security Console and Exceptions

Management Console, which you can use to

administer security and exception information for

Web Services for Microsoft Dynamics GP. Install this

component if you want to manage Web Services

from a workstation separate from where the Web

Services Runtime is installed.

Web Services Runtime The runtime engine that adds a Web Services

interface to Microsoft Dynamics GP. Install this

component if you want to run integrations that

access Microsoft Dynamics GP data through Web

Services. Several prerequisites must be met before

you can install this component. Refer to the Web

Services Installation and Administration Guide for

more details.

Workflow Server components of the Workflow feature that

run within Microsoft Office SharePoint Server.

Workflow automates the business approval process

by routing documents or batches to one or more

individuals for approval. Microsoft Office

SharePoint Server must be installed before you can

install Workflow server components.

Additional components Description

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4. Depending on the component you installed, you may be instructed to restart

your computer.

5. When installation of the additional component is complete, you can either

install another component or close the main Microsoft Dynamics GP

installation window.

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Chapter 9: Creating a company

Use the instructions in this chapter to create a company if you didn’t create one

when you first used Microsoft Dynamics GP Utilities. You must set up at least one

company before you can start Microsoft Dynamics GP. See your System Setup

instructions (Help >> Contents >> select Setting up the system) for information

about setting up users and companies in Microsoft Dynamics GP.

This chapter contains the following sections:

• Chart of accounts overview

• Adding a company using Microsoft Dynamics GP Utilities

Chart of accounts overview

Several default charts of accounts are included with your Microsoft Dynamics GP

system. You may want to use a default chart of accounts for the following reasons:

• The charts of accounts we’ve provided reflect sound accounting practices.

• Extensive research was done to determine the most commonly used account

types for the industries we’ve included.

• Even if changes need to be made after a default chart of accounts is copied for

the company, setup time will be greatly reduced by using a default chart.

Based on the business and industry types you choose for your company, you can

install the chart of accounts best tailored for your company’s business needs. For

instance, if your company is a retail corporation, select Corporation from the

Business Type list, as shown in the previous illustration, then select Retail from the

Industry Type list. Accounts specific to corporations, such as stock accounts, will

then be added to the chart of accounts specifically designed for retail industries.

If you use a default chart of accounts, you won’t be able to shorten the account format.

However, it can be lengthened to the maximum length you established in the Account

Definition Setup window of Microsoft Dynamics GP Utilities, earlier in the installation

process. Refer to the System Setup instructions (Help >> Contents >> select Setting up the

system) for more information about lengthening account formats.

To preview the default chart of accounts for various business and industry types,

review the Default Charts of Accounts for Microsoft Dynamics GP article (http://

go.microsoft.com/fwlink/?LinkId=89042).

The default chart of accounts you choose for your company in this procedure is

designed to be an accurate estimate of your company’s business practices.

However, we recommend that you review the accounts and make any necessary

additions or changes. You’ll be directed to the General Ledger documentation later

in the setup process, if you need to modify the accounts.

Adding a company using Microsoft Dynamics GP

Utilities

Use Microsoft Dynamics GP Utilities to create devices and companies for Microsoft

Dynamics GP. You must have at least one company set up before you can start

Microsoft Dynamics GP.

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When adding a company, you can select how to configure your company. You can

use wizards to migrate data from QuickBooks and enter basic configuration

options, or you can configure the company later using the Setup Checklist window

in Microsoft Dynamics GP. To use a tool to migrate or configure data, you must

download and install the Rapid Implementation Tools for Microsoft Dynamics GP.

If you haven’t installed the Rapid Implementation Tools, click the Download and

install the wizards link in the Company Setup Options window.

Before you begin, be sure you have adequate space to add companies (including the

sample company) to your SQL database. Each company requires about 300MB of

free space.

To start Microsoft Dynamics GP Utilities, you must have appropriate user privileges.

Typically, this means being part of the Administrators group or the Power Users group on

Windows XP. On Windows Vista or Windows Server 2008, it means starting Microsoft

Dynamics GP with administrative privileges. For example, to start Microsoft Dynamics GP

Utilities from the shortcut on the Start menu, select and right-click GP Utilities, and then

select Run as Administrator. Refer to your operating system’s documentation for more

information.

To add a company using Microsoft Dynamics GP Utilities:

1. Start Microsoft Dynamics GP Utilities.

(Start >> Programs >> Microsoft Dynamics >> GP 10.0 >> GP Utilities)

2. In the Welcome to Microsoft Dynamics GP Utilities window, verify your server

name, and enter a system administrator user ID and Password; then click Next.

3. In the Welcome to Microsoft Dynamics GP Utilities window, review the

information and click Next.

4. The Upgrade Microsoft Dynamics GP window opens, indicating that Microsoft

Dynamics GP is at the current version. Click Next to verify version information

for companies.

5. After companies are verified, the Additional Tasks window opens. Select Create

a company and then click Process.

6. The Create Company window opens, where you can enter a database/company

ID, and a company name. You also can select the following options.

• Mark to load shipping methods and payment terms.

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• Mark the Load Default Chart of Accounts option and click a business and

industry type. For more information about charts of accounts, see Chart of

accounts overview on page 49.

• Copy access from another company, except from the sample company,

Fabrikam, Inc.

If you choose to use wizards to migrate QuickBooks data and enter basic configuration

information in step 10, the shipping methods and payment terms and the chart of

accounts information you have loaded may change.

7. Click Next after entering and selecting company information.

8. The Database Setup window appears. Enter the location where the data and log

devices should be created. Click Next.

9. The Confirmation window appears. Confirm your selections. If the selections

are correct, click Finish.

The Server Installation Progress window appears, showing progress as devices

are created and tables loaded.

10. The Company Setup Options window appears, where you can select one of the

following options to configure your company.

• Mark the Set up the company later option to set up your company at

another time. When you are ready to set up data for your company, you can

use wizards to migrate data from QuickBooks and enter basic configuration

options, or you can configure the company using the Setup Checklist

window in Microsoft Dynamics GP

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• Mark the Set up the company using the configuration wizard option to use

the Rapid Configuration Tool for Microsoft Dynamics GP. The Rapid

Configuration Tool helps you enter the basic setup information required for

Microsoft Dynamics GP. With the Rapid Configuration Tool, you can start

with a standard industry configuration, modify the configuration data, and

then import the data into Microsoft Dynamics GP. Or, you can import a

configuration from a Microsoft Office 2007 Excel workbook prepared by a

Microsoft Dynamics GP partner or business consultant.

• Mark the Migrate existing data using the migration wizard option to use

the Rapid Migration Tool for Microsoft Dynamics GP. The Rapid Migration

Tool migrates QuickBooks data to Microsoft Dynamics GP. You can migrate

master records, transactions, and configuration settings such as payment

terms and shipping methods. Master records include customer records,

vendor records, item records, and account records. Transactions include

open payables transactions, open receivables transactions, open invoices

transactions, and purchase orders. You also can review and edit

information before you complete the migration.

To use a tool to migrate or configure data, you must download and install

the Rapid Implementation Tools for Microsoft Dynamics GP. If you haven’t

installed the Rapid Implementation Tools, click the Download and install

the wizards link.

11. Click Next. If you decided to configure your company later, the Additional

Tasks window reappears. You can click Create a company to set up a second

company, start Microsoft Dynamics GP, or Exit.

If you decided to migrate or configure your company data, the Rapid Migration

Tool or the Rapid Configuration Tool starts.

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Chapter 10: After installing on the server

Use the information in this chapter to log in to Microsoft Dynamics GP for the first

time and register Microsoft Dynamics GP. You also may have to grant user access to

alternate Microsoft Dynamics GP windows and reports.

This chapter contains the following sections:

• Logging in to and quitting Microsoft Dynamics GP

• Registering Microsoft Dynamics GP

• Security for Microsoft Dynamics GP

Logging in to and quitting Microsoft Dynamics GP

If you have trouble starting Microsoft Dynamics GP, contact your network

administrator.

To log in to Microsoft Dynamics GP:

1. Choose Start >> Programs >> Microsoft Dynamics >> GP 10.0 >> GP. The

Welcome to Microsoft Dynamics GP window appears.

2. Enter your user ID and password. Passwords are case-sensitive.

3. Click OK. The Company Login window appears.

4. Select a company and click OK. The Microsoft Dynamics GP main menu

appears.

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To switch to a different company while you are working in Microsoft Dynamics

GP, choose File >> User and Company.

To quit Microsoft Dynamics GP:

1. Save your work in the window you are working in.

2. Choose Microsoft Dynamics GP menu >> Exit.

Registering Microsoft Dynamics GP

By registering your software, we can provide you with better service. We can gather

information about additional needs you have and how Microsoft Dynamics GP can

be improved. Software registration also eliminates unauthorized use of the software

without imposing restrictive copy protection.

You can enter your site name and registration keys for Microsoft Dynamics GP in

the Registration window (Microsoft Dynamics GP menu >> Tools >> Setup >>

System >> Registration).

You must register Microsoft Dynamics GP before you can use it. Enter your site name and

registration keys exactly as they appear on your registration document. If you don’t register

a module before you begin to use it, you won’t be able to open any transaction entry window.

Modules in the sample company, Fabrikam, Inc., are registered and you can use the sample

company to practice procedures.

After you’ve registered Microsoft Dynamics GP, you won’t need to register

additional companies that you add. To verify that a module has been registered,

open the Microsoft Dynamics GP Options window (Help >> About Microsoft

Dynamics GP >> Options). Registered modules have a check mark in the Registered

column.

Security for Microsoft Dynamics GP

The default security settings in Microsoft Dynamics GP allow all users access to

only the windows and forms in Microsoft Dynamics GP that are needed to log in to

the application. After setting up new user records, you should set access to

companies and set up security for new users. To learn more about setting up

security, refer to the System Setup Guide (Help >> Contents >> select Setting up the

System).

Each time you install a new feature or component in Microsoft Dynamics GP, such

as Human Resources, you must set up security for that feature or component. For

example, if you have been using Microsoft Dynamics GP for a year and you just

installed Human Resources, you will need to set up access to Human Resources

before anyone can use it.

Refer to the Planning For Security document (C:\Program Files\Microsoft

Dynamics\GP\Documentation\SecurityPlanning.pdf) or to the System Setup

Guide (Help >> Contents >> select Setting up the System) for more information

about security.

PART 3: MICROSOFT DYNAMICS GP CLIENT INSTALLATION

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Part 3: Microsoft Dynamics GP

client installation

This part contains information about installing Microsoft Dynamics GP on client

machines. It contains the following chapters:

• Chapter 11, “Creating an installation package,” contains instructions to create a

client installation package on a network share location.

• Chapter 12, “Installing Release 10.0 on clients,” provides instructions for

installing Microsoft Dynamics GP on a client and synchronizing the Microsoft

Dynamics GP dictionary on each additional client with your account

framework on the server.

I N S T A L L A T I O N I N S T R U C T I O N S 57

Chapter 11: Creating an installation package

Instead of physically going to each client computer to install Microsoft Dynamics

GP, you can use an installation package to install Microsoft Dynamics GP on

multiple client computers. An installation package stores the files required to install

a custom configured installation in a shared network location you set up. How

Microsoft Dynamics GP is installed on the client computer using the installation

package depends on the tools and applications you use.

This chapter contains the following sections:

• Installation package overview

• Creating an installation package

Installation package overview

You can use a client installation package to install Microsoft Dynamics GP on

additional client computers without having to physically go to each client computer

and use the Microsoft Dynamics GP installation wizard. When you create an

installation package, the installation package stores the files required to install a

custom configured Microsoft Dynamics GP installation.

We recommend that you install the Microsoft .NET Framework 2.0, Microsoft SQL

Server Native Client, Microsoft Application Error Reporting, and Dexterity Shared

Components on each client computer. You can install these components from the

Microsoft Dynamics GP 10.0 DVD. These components aren't installed for you if you

set up your installation package to install Microsoft Dynamics GP using the

GreatPlains.msi file. If these components are not installed on the client computer,

Microsoft Dynamics GP won't be installed. These components are installed for you

if you set up your installation package to install Microsoft Dynamics GPusing the

Setup.exe.

When creating the installation package, you’ll select the shared network location

where the installation package will be created, select Microsoft Dynamics GP

features, and enter a location where Microsoft Dynamics GP will be installed on

each client computer.

The installation package must be created in a shared network location that each

client computer has access to. The location where Microsoft Dynamics GP will be

installed must be a valid location for each client computer.

After the installation package is created, it can be run from the shared network

location to install the Microsoft Dynamics GP client without the user having to

make install decisions. A progress window shows how the process is progressing.

After Microsoft Dynamics GP is installed and the user on the client has started

Microsoft Dynamics GP, the user may have to include new code and use Microsoft

Dynamics GP Utilities to synchronize the account framework.

How Microsoft Dynamics GP is installed on the client computer using the

installation package depends on the tools and applications you use. You can send

an e-mail with a link to the installation package. The user can click the link to install

Microsoft Dynamics GP. Or, you can create a deployment package using a software

distribution tool such as Systems Management Server so that Microsoft Dynamics

GP is automatically installed after the user logs into his or her computer.

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58 I N S T A L L A T I O N I N S T R U C T I O N S

Creating an installation package

You can use an installation package to install Microsoft Dynamics GP on your client

computers. An installation package contains all the information required to install

Microsoft Dynamics GP.

To create an installation package:

1. Create a shared network location or verify that the client computers have access

to a shared network location.

2. Insert the Release 10.0 DVD in the DVD drive of a computer. The main

Microsoft Dynamics GP installation window should appear. If the window does

not appear automatically, browse the DVD and double-click the Setup.exe file.

3. Click Create Installation Package.

4. In the Installation Location window, enter or select the folder where the

installation package will be created. It is recommended that you use an

Universal Naming Convention (UNC) path or a mapped drive letter that is

common across all targeted machines. The network location must be accessible

from any machine that will have Microsoft Dynamics GP Release 10.0 installed

on it using the installation package.

Click Next.

5. In the Country/Region Selection window, select the primary country or region

where you do business. Click Next.

6. In the Select Features window, select the features to install.

When you click a button for a feature, a pop-up menu of options appears. Refer

to the table for more information about each option.

We recommend that you install each Microsoft Dynamics GP feature and

additional component that you are going to register on all client computers.

7. Specify the location on the client computer where you want the Microsoft

Dynamics GP files installed. If you don’t enter the location, the default location

is \Program Files\Microsoft Dynamics\GP on the hard disk that has the

operating system installed.

Be sure that the location is a valid location for every computer on which the

installation package is used to install Microsoft Dynamics GP Release 10.0.

After you have specified the installation folder, click Next

Option What happens

Install this feature The selected feature will be installed on the local hard

disk. (This option installs the feature, but not sub–

features.)

Install entire feature Will install the feature and all of its sub–features.

Do not install this feature Will not install the selected feature or sub–features.

I N S T A L L A T I O N I N S T R U C T I O N S 59

C H A P T E R 1 1 C R E A T I N G A N I N S T A L L A T I O N P A C K A G E

8. To set up an ODBC data source, enter the name you assigned to the SQL Server

when you installed Microsoft SQL Server. A data source name called Dynamics

GP also is created using SQL Native Client. If you don’t want to set up an

ODBC data source, mark the Do not create a data source option.

Click Next.

9. Specify the location of the Reports dictionary and the Forms dictionary. The

location where dictionaries are must be a valid location for each client

computer. The locations are written to the Dex.ini file. Click Next.

10. Specify the location of the OLE Notes files and Letter Wizard files. Click Next

11. In the Install Program window, click Install.

12. The Installation Progress window appears, where you can view the status of the

installation.

13. In the Create Installation Package Complete window, click Finish.

The installation package is installed in the shared network location you

specified. The installation package stores the files, such as Great Plains.msi and

Setup.exe, required to install a custom configured Microsoft Dynamics GP

installation.

14. How Microsoft Dynamics GP is installed on the client computer using the

installation package depends on the tools and applications you use. You can

send an e-mail with a link to the installation package. Or, you can create a

deployment package using a software distribution tool such as Systems

Management Server so that Microsoft Dynamics GP is automatically installed

after the user logs into their computer.

For more information about deployment, see the Documentation Resources for

Microsoft Dynamics GP Release 10.0 Web site (http://go.microsoft.com/

fwlink/?LinkId=79222).

60 I N S T A L L A T I O N I N S T R U C T I O N S

I N S T A L L A T I O N I N S T R U C T I O N S 61

Chapter 12: Installing Release 10.0 on clients

Use the information in this chapter to install Microsoft Dynamics GP Release 10.0.

on each client computer. You also use Microsoft Dynamics GP Utilities to

synchronize the Microsoft Dynamics GP dictionary on each additional client with

your account framework on the server.

This chapter contains the following sections:

• Installation overview

• Installing Microsoft Dynamics GP on a subsequent client

• Synchronizing a client’s account framework

• Multiple instances of Microsoft Dynamics GP

Installation overview

In a multiuser local area network environment, Microsoft Dynamics GP

applications are typically installed on a server, and then on each client. Each client

will have access to data stored on the server. You must install your company data on

the server first. Then, from any client, you’ll install client components using the

Microsoft Dynamics GP DVD or using a client installation package. For more about

creating an installation package for your clients, see Chapter 11, “Creating an

installation package.”

When you install Microsoft Dynamics GP, the Distributed Process Server (DPS) and

the Distributed Process Manager (DPM) are installed automatically. You can specify

which computers in your system are process servers, and which tasks will be

completed on those process servers. A process server is an application that allows

users to direct the processing such as posting or printing checks and maintenance

procedures to another computer on the network. The Distributed Process Manager

is the application that tracks activity on all clients and process servers. See your

System Administrator’s Guide (Help >> Contents >> select System administration)

for more information.

Installing Microsoft Dynamics GP on a subsequent

client

Use the information in this section to install a client in a multiuser system after

you’ve installed Microsoft Dynamics GP Release 10.0 on the server and created your

first company.

To install Microsoft Dynamics GP on a subsequent client:

1. Insert the Release 10.0 DVD in the DVD drive of a client computer (other than

the first one you installed on). The main Microsoft Dynamics GP installation

window should appear. If the window does not appear automatically, browse

the DVD and double-click the Setup.exe file.

2. Click Microsoft Dynamics GP.

The installation program verifies that your system has the minimum operating

system required to run Microsoft Dynamics GP. If your system does not meet

requirements, the installation will not continue.

3. Select a new Microsoft Dynamics GP instance and click Next.

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62 I N S T A L L A T I O N I N S T R U C T I O N S

If you are installing Microsoft Dynamics GP on a computer with an existing

instance of Microsoft Dynamics GP, select Create a new instance and enter a

name for the new instance. See Multiple instances of Microsoft Dynamics GP on

page 64 for more information.

4. In the Select a Country/Region window, select the primary country or region

where you do business. Click Next.

5. Follow the instructions in the window to accept the software license agreement.

To install Microsoft Dynamics GP, you must accept this agreement.

6. In the Select Features window, select the features to install.

When you click a button for a feature, a pop-up menu of options appears. Refer

to the table for more information about each option

We recommend that you install each Microsoft Dynamics GP feature and

additional component that you are going to register on all client computers.

7. Specify the folder where you want the Microsoft Dynamics GP files installed.

The default folder is C:\Program Files\Microsoft Dynamics\GP. To select a

different folder, click Browse.

After you have specified the installation folder, click Next.

8. To set up an ODBC data source, enter the name you assigned to the SQL Server

when you installed Microsoft SQL Server. A data source name called Dynamics

GP also is created using SQL Native Client. If you don’t want to set up an

ODBC data source, mark the Do not create a data source option.

Click Next.

9. In the Install Program window, click Install.

10. The Installation Progress window appears, where you can view the status of the

installation.

11. In the Installation Complete window, click Finish.

12. Before you start Microsoft Dynamics GP Utilities, check for and install current

Microsoft Dynamics GP service pack for Release 10.0. See CustomerSource

(https://mbs.microsoft.com/customersource) for the latest service pack

information.

Option What happens

Install this feature The selected feature will be installed on the local hard

disk. (This option installs the feature, but not sub

features.)

Install entire feature Will install the feature and all of its sub–features.

Do not install this feature Will not install the selected feature or sub–feature.

I N S T A L L A T I O N I N S T R U C T I O N S 63

C H A P T E R 1 2 I N S T A L L I N G R E L E A S E 1 0 . 0 O N C L I E N T S

To start Microsoft Dynamics GP Utilities, you must have appropriate user privileges.

Typically, this means being part of the Administrators group or the Power Users group

on Windows XP. On Windows Vista or Windows Server 2008, it means starting

Microsoft Dynamics GP Utilities with administrative privileges. For example, to start

Microsoft Dynamics GP Utilities from the shortcut on the Start menu, select and rightclick

GP Utilities, and then select Run as Administrator. Refer to your operating

system’s documentation for more information.

13. Start Microsoft Dynamics GP Utilities. Choose Start >> All Programs >>

Microsoft Dynamics >> GP 10.0 >> GP Utilities.

14. Follow the instructions in the Microsoft Dynamics GP Utilities windows to

synchronize your account framework. See Synchronizing a client’s account

framework on page 63 for more information.

15. After using Microsoft Dynamics GP Utilities, you can install additional

component applications. See Chapter 8, “Installing additional components,” for

more information.

Synchronizing a client’s account framework

Synchronize the account framework of each client where you install Microsoft

Dynamics GP.

Microsoft Dynamics GP Utilities uses the scripts and files installed previously to

complete the client setup. In addition, you can use Microsoft Dynamics GP Utilities

to complete various maintenance procedures, now and on an ongoing basis.

To start Microsoft Dynamics GP Utilities, you must have appropriate user privileges.

Typically, this means being part of the Administrators group or the Power Users group on

Windows XP. On Windows Vista or Windows Server 2008, it means starting Microsoft

Dynamics GP Utilities with administrative privileges. For example, to start Microsoft

Dynamics GP Utilities from the shortcut on the Start menu, select and right-click GP

Utilities, and then select Run as Administrator. Refer to your operating system’s

documentation for more information.

To synchronize a client’s account framework:

1. Start Microsoft Dynamics GP Utilities.

(Start >> Programs >> Microsoft Dynamics>> GP Release 10.0 >> GP Utilities)

2. In the Welcome to Microsoft Dynamics GP Utilities window, verify your server

name, and enter a user ID and password. Click Next.

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64 I N S T A L L A T I O N I N S T R U C T I O N S

3. In the Welcome To Microsoft Dynamics GP Utilities window, click Next.

The Microsoft Dynamics GP dictionary is synchronized automatically with

your account framework.

4. In the Additional Tasks window, you can choose to complete additional tasks,

launch Microsoft Dynamics GP, or end the installation. If you select any task,

choose Process; otherwise, click Exit.

5. Repeat the client installation process for each computer you’ll use as a client or

process server for Microsoft Dynamics GP.

Multiple instances of Microsoft Dynamics GP

You can have multiple instances—installations—of Microsoft Dynamics GP on the

same computer. Multiple instances are typically installed on client computers. You

may want to use an additional instance of Microsoft Dynamics GP for testing

purposes.

When you install Microsoft Dynamics GP on a computer with an existing instance

of Microsoft Dynamics GP, you’ll enter a name for the new instance during the

installation process. Each instance will be displayed in the Add or Remove

Programs control panel. For example, if you entered TEST as an instance name,

Microsoft Dynamics GP (TEST) will be displayed in the Add or Remove Programs

control panel. The instance also will appear in the program group for Microsoft

Dynamics and in the folder where Microsoft Dynamics is installed. The default

folder location is C:\Program Files\Microsoft Dynamics\GP$TEST. The first

instance of Microsoft Dynamics GP on a computer is considered the default

instance. The default instance of Microsoft Dynamics GP isn’t assigned an instance

name.

I N S T A L L A T I O N I N S T R U C T I O N S 65

Index

account framework

basic 24

custom 24

described 23

planning 24

sorting options 39

storage size 25

synchronizing a client 63

accounts, default chart of accounts 49

Acctfram.txt file 39

additional components

described 46

installing 47

additional tasks, Microsoft Dynamics GP

Utilities for the server 40

alternate reports, granting access 54

alternate windows, granting access 54

changes since last release, information

about 4

chart of accounts

default 49

modifying default 49

checklist, installation 7

client installations

adding components 47

adding Microsoft Dynamics GP

features 44

creating an installation package for 58

installing subsequent clients 61

Microsoft Dynamics GP Utilities 63

multiple instances 64

removing Microsoft Dynamics GP

features 44

collations, selecting 15

companies, creating 41, 49

CustomerSource, using to troubleshoot 8

default chart of accounts 49

Delete PJournal job, enabling 20

documentation, symbols and conventions

domains, described 13

Duinstall.log, creation 36

DYNSA user, entering a password 39

Fabrikam, Inc., required account

framework 24

help, displaying 3

Help menu, described 3

home page metrics, displaying 11

home pages, prerequisites 11

hostnames, name resolution 14

icons, used in manual 3

installation

adding additional components 47

adding Microsoft Dynamics GP

features 44

additional tasks on a server 40

checklist for Microsoft SQL Server 7

checklist for Microsoft SQL Server

Express Edition 7

creating an installation package 58

Microsoft Dynamics GP Utilities 33

multiple instances 64

overview for clients 61

overview on the server 29

prerequisites 11

removing Microsoft Dynamics GP

features 44

server 29

subsequent clients 61

using custom settings 36

using default settings 34

installation packages

creating for clients 58

defined 57

overview 57

instances, Microsoft Dynamics GP 64

IP addresses, configuring 13

L lesson users, creating 40

lessons, accessing 4

logging in to Microsoft Dynamics GP 53

lookup window, displaying 4

Microsoft Dynamics GP features

adding 44

described 43

removing 44

Microsoft Dynamics GP Utilities

additional tasks on a server 40

advanced installation 36

basic installation 34

client installation 63

custom settings for advanced

installation 34

default settings for basic installation

server installation 33

setting up Microsoft Dynamics GP

with custom settings 36

setting up Microsoft Dynamics GP

with default settings 34

starting with Windows Server 2008 31

starting with Windows Vista 31

Microsoft SQL Server

installing SQL Server 2005 16-19

Network Attached Storage 15

network protocols 13

selecting a collation 15

Microsoft SQL Server (continued)

sorting options 16

SQL Server Agent 20

Storage Area Network 15

troubleshooting 9

Microsoft SQL Server Express Edition

installing 19-20

Network Attached Storage 15

Storage Area Network 15

name resolution, TCP/IP 14

network, domains 13

network protocols, optimizing 13

new features, information about 4

Orientation training, accessing 4

ping, testing TCP/IP connectivity 14

prerequisites

for home pages 11

for installation 11

product support, before you call 9

Readme file, reviewing 8

registering Microsoft Dynamics GP, after

installation 54

remote access, system requirements 12

required fields, described 4

resources, documentation 3

sample company data, adding 40

sample users, creating 40

security

alternate reports 54

alternate windows 54

segments

sorting options 39

storage size 25

server installation

adding components 47

adding Microsoft Dynamics GP

features 44

additional tasks 40

installing Microsoft Dynamics GP 29

Microsoft Dynamics GP Utilities 33

removing Microsoft Dynamics GP

features 44

sorting options

described 16

for account segments 39

SQL Server, see Microsoft SQL Server

storage sizes, account framework 25

support, before you call 9

symbols, used in manual 3

I N D E X

66 I N S T A L L A T I O N I N S T R U C T I O N S

TCP/IP

configuring 13

name resolution 14

testing connectivity 14

technical support, before you call 9

troubleshooting

additional resources 8

before you call support 9

tutorial, accessing 4

what’s new, accessing 4

MOHAMED AZARUDEEN

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