Hands On With Microsoft Dynamics GP 2015 RTM: Web Resource Cache Installation

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

The performance of the web client can be improved by installing the GP Web Resource Cache which is on the installation media. Run the setup.exe and click on GP Web Resource Cache:

Microsoft Dynamics GP 2015

Continue reading

Hands On With Microsoft Dynamics GP 2015 RTM: First Run Of The Web Client

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

Over the last few posts, I have walked through the install and configuration of the Dynamics GP web client. Now it’s time to log into the web client for the first time.

Open Internet Explorer, or you web browser of choice which can be extended with Silverlight, and navigate to http://{address}/GP where {address} is the name or address of the web server running the Session Central Service (in my case the machine is called PI-GP.

When the page loaded, enter your Windows Domain User Name and Password:

Internet Explorer - Web Client Login

Continue reading

Hands On With Microsoft Dynamics GP 2015 RTM: Dynamics GP Web Components Help Installation

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

After installing the web components two installers pop up; the second of these is the Help. On the Welcome page click Install:

Microsoft Dynamics GP Web Components Help - Welcome

Continue reading

Hands On With Microsoft Dynamics GP 2015 RTM: Single Machine Dynamics GP Web Components Configuration

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

Once the main installer of the Web Components has finished and been closed, two more installers will load. The first of these is the Microsoft Dynamics GP Web Components Configuration Wizard. Click Next on the Welcome page:

Microsoft Dynamics GP Web Components Configuration Wizard - Welcome

Continue reading

Hands On With Microsoft Dynamics GP 2015 RTM: Web Components Single Machine Deployment

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

In this post I’ll going to take a look at implementing the web client as a single-machine deployment. I am asdsuming you already have IIS installed and a security certificate installed (a self-signed certificate can be used and bound to the website.

To install the web client components, run the setup.exe from the install media and select Web Components;

Microsoft Dynamics GP 2015

Continue reading

MDGP 2015 Feature of the Day: Canadian Payroll Web Client

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The nineteenth Feature of the Day is Canadian Payroll Web Client. With Microsoft Dynamics GP 2015 you can now deploy Canadian Payroll functionality for your web client installs.

This allows the full functionality of Canadian Payroll for those customers who wish to have users access Microsoft Dynamics GP through the web browser:

Payroll Employee Setup - Canadian

The roles targeted by this feature are:

  • Payroll Administrator
  • Payroll Clerk

Click to show/hide MDGP 2015 Feature of the Day Series Index

MDGP 2015 Feature of the Day: Organizational Accounts User Authentication

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The sixth Feature of the Day is Organizational Accounts User Authentication.

This feature allows users to be authenticated for Microsoft Dynamics GP using organizational account credentials, also known as Azure AD accounts. This allows the user to log into the Microsoft Dynamics GP Web Client using the same credentials that are used for Office 365, Microsoft Dynamics CRM Online, or many other cloud applications:

User Setup

Continue reading

MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-fifth Feature of the Day covered is Email or Print any Report in Word format; again I have a PowerPoint for this feature, but there is no page on the Inside Microsoft Dynamics GP blog. This feature means users will be able to send any report via email using a Word Template.

The Email Options form now has an option for .docx available :

Email Any Report

This feature works differently in the Web Client as opposed the Desktop one.

The Web Client will automatically create a template for the report when it is printed and the template option selected. If the report is being emailed then email addresses can be specified for docx.

However, in the Desktop client a template needs to be created prior to sending via email; the template creation can be facilitated by using the Word Template Generator tool.

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Click to show/hide the $series_title Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Identity Management – Scalability Groups

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The ninth Feature of the Day covered is Identity Management – Scalability Groups. The Identity Management Scale Groups provides flexible deployment options and improved efficiency for multitenant web client deployments. Using scale groups, you can logically group the web client session host servers that have a common configuration and host the same tenants. The web servers shared by all tenants will then be able to efficiently distribute tenant load across the session host servers configured for that tenant.

This should make it a lot easier to work in a cloud deployment of Dynamics GP.

The diagram below shows a GP multitenant web client deployment with two scale groups configured:

Scalability Groups

This feature is targeted at the following roles:

  1. Administrator

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Click to show/hide the $series_title Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Identity Management – Login

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The third Feature of the Day covered is Identity Management – Login.

This feature allows users to log into the GP web client using their Windows identity (e.g. the Windows Domain login). This is configured in the User Setup window (Administration >> Setup >> Tools >> System >> User) when the user is created.

The window has been enhanced to allow a user to be configured with both, or either, an SQL identity and/or a Windows identity; additionally a user can be configured as a Web Client user only and does not then require an SQL identity which is only required if the user will access GP using the desktop client; likewise the Windows identity is only required if the user will be using the web client.

A user would have both types of identity created if they would be accessing GP using either, or both, the desktop or web clients in a mixed mode deployment.

User Security

Continue reading