Upgrading Microsoft Dynamics GP: Missing Security Roles

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPWhen you do a fresh install of Microsoft Dynamics GP, all of the required security roles and tasks are created. However, when Dynamics GP is upgraded, the new security roles and tasks are not automatically added. Microsoft do supply a set of scripts each time which can be run to add the roles and tasks.

This comes up every time we upgrade a client and I am tired of having to hunt out the posts from Microsoft, so I’m bringing together a list of the last few scripts and will add new ones here as each version is released.

The versions I could find again are listed below

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SQL View Joining GL Transactions To MDA

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPWe have a couple of clients using MDA (Multi-dimensional Analysis; the precursor to Analytical Accounting), which I don’t know terribly well. So, when one of them asked for a new SmartList Object to be created which extracts information about General Journals and the related MDA information, I needed to do some exploring of the database to work out the links.

Unfortunately, the links between the GL transactions and MDA are not especially obvious. To verify what I had created I did a search and came across a post from 2011 by Mark Polino which was posting code created by a Jeremy Lowell.

I ended up combining some of the code I had with Jeremy’s code (when I tried just his I was getting duplicate lines) to create the below SQL View. Since writing and giving the view to the client, I’ve spotted a few places where the SQL could be tightened up, but this view has been tested in its current state.

CREATE VIEW uv_AZRCRV_LinkGLtoMDA AS
	SELECT DISTINCT
		GLT.JRNENTRY
		,GLT.YEAR
		,GLT.TRXDATE
		,GLT.REFRENCE
		,GLT.SOURCDOC
		,GLT.DEBITAMT
		,GLT.CRDTAMNT
		,GLT.ACTINDX
		,DTA10100.DTASERIES
		,DTA10100.DTAREF
		,DTA10100.GROUPID
		,DTA10100.DTA_GL_Reference
		,DTA10100.GROUPAMT
		,DTA10200.CODEID
		,DTA10200.POSTDESC
		,DTA10200.CODEAMT
	FROM
		(SELECT GLT.JRNENTRY
			,GLT.YEAR
			,GLT.TRXDATE
			,GLT.REFRENCE
			,GLT.SOURCDOC
			,GLT.DEBITAMT
			,GLT.CRDTAMNT
			,GLT.ACTINDX
		FROM
			GL20000 WITH (NOLOCK)
		UNION ALL 
			SELECT GLT.JRNENTRY
				,GLT.YEAR
				,GLT.TRXDATE
				,GLT.REFRENCE
				,GLT.SOURCDOC
				,GLT.DEBITAMT
				,GLT.CRDTAMNT
				,GLT.ACTINDX
			FROM
				GL30000 WITH (NOLOCK)
		) AS GLT
	LEFT OUTER JOIN
		DTA10100 WITH (NOLOCK)
			ON
				DTA10100.JRNENTRY = GLT.JRNENTRY
			AND
				DTA10100.ACTINDX = GLT.ACTINDX 
			AND
				(DTA10100.SEQNUMBR = GLT.SEQNUMBR OR DTA10100.SEQNUMBR <> GLT.SEQNUMBR)
			AND
				GLT.ORCTRNUM = DTA10100.DOCNUMBR 
	LEFT OUTER JOIN
		DTA10200 WITH (NOLOCK)
			ON
				(DTA10200.DTAREF = DTA10100.DTAREF
					AND
				GLT.SEQNUMBR = GLT.OrigSeqNum)
			OR
				(DTA10200.DTAREF = DTA10100.DTAREF
					AND
				GLT.SEQNUMBR <> GLT.OrigSeqNum)
GO
GRANT SELECT ON uv_AZRCRV_LinkGLtoMDA TO DYNGRP
GO
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Hands On With Microsoft Dynamics GP 2016 R1: Install SBA Web Components

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPIn the last post we installed the feature in the desktop client for SBA; in this post I’m going to install the server components.

To do this, launch the Microsoft Dynamics GP 2016 setup utility and select Web Components:

Microsoft Dynamics GP 2016 setup utility

Continue reading → Hands On With Microsoft Dynamics GP 2016 R1: Install SBA Web Components

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Microsoft Dynamics GP 2016 Cookbook Available In January 2017

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPMark Polino and I are working on a new version of the Microsoft Dynamics GP Cookbook for Dynamics GP 2016.

The book is currently scheduled for release in January 2017 and can be pre-ordered now from Packt Publishing:

Microsoft Dynamics GP Cookbook

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Hands On With Microsoft Dynamics GP 2016 R1: Install SBA Client Components

● Ian Grieve ●  ● 3 Comments  ● 

Microsoft Dynamics GPThe final additional product to install, is the Service Based Architecture. This is a relatively new addition for Dynamics GP which allows for interaction using REST based web services, rather than the more traditional SOAP based ones made available via the Web Services for Microsoft Dynamics GP.

There are two steps to installing Service Based Architecture (SBA), the first of which, install the SBA feature to the Dynamics GP client. This is the one which we will cover in this post; the next post will cover the second.

I am going to add this feature to the desktop client installation on my web server, so need to use the Programs and Features Control Panel applet. Once it is loaded, select Microsoft Dynamics GP and click Change:

Programs and Features

Continue reading → Hands On With Microsoft Dynamics GP 2016 R1: Install SBA Client Components

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Hands On With Microsoft Dynamics GP 2016 R1: Install the Web Resource Cache

● Ian Grieve ●  ● 3 Comments  ● 

Microsoft Dynamics GPThe web resource cache is an optional component of the Microsoft Dynamics GP web client, but installing it on each session host machine is recommended as it will improve performance.

To install the Web Resource Cache start the setup utility from the download media and, under the Additional Products header click on GP Web Resource Cache:

Microsoft Dynamics GP 2016 setup utility

Continue reading → Hands On With Microsoft Dynamics GP 2016 R1: Install the Web Resource Cache

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Hands On With Microsoft Dynamics GP 2016 R1: First Opinions on the HTML5 Web Client

● Ian Grieve ●  ● 5 Comments  ● 

Microsoft Dynamics GPIn the last post, I showed the new HTML5 web client, but didn’t really give an opinion on how well I thought it worked.

Not having to install SilverLight on each PC or laptop which will run the web client is a definite plus; likewise it being cross platform and supported on Chrome, Safari and Firefox is another plus.

The HTML5 web client is also, in my opinion, quicker than the old SilverLight one.

However, there is one large negative which escaped me when doing initial testing and which Belinda Allen pointed out, although not on her blog, you can only have one open at a time; when you open a window the area pages are disabled, preventing you from opening another:

Vendor Maintenance

You can still drill down to other windows so you can for example drill from the Account Summary Inquiry to the Detailed Summary Inquiry or from Vendor Maintenance to Country Code Maintenance:

Country Code Maintenance

When you do open one window from a drill down the original window is then disabled. To toggle between them you need to use the Search for a Form or Report window:

Search for a Form or Report

This situation has created a bit of an outcry at Microsoft asking that they do further work to allow multiple window to be open at the same time. There is a post on the Microsoft Connect site where you can vote on this issue and impress upon Microsoft the importance that a resolution is found for this issue. You can vote here.

One of the main issues with the approach Microsoft have taken is that some ISV products rely on having more than one window open at the same time; another is it can seriously interrupt your workflow by being restricted to one window. Imagine, you’re half-way through creating a new vendor card when a customer rings up with an invoice query; you’d need to close the Vendor Maintenance window to open the Transactions by Debtor one.

More information on this issue has been posted by MVPs David Musgrave and Beat Bucher.

Click to show/hide the Hands On With Microsoft Dynamics GP 2016 R1 Series Index

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Hands On With Microsoft Dynamics GP 2016 R1: Monkeying About With The Web Client

● Ian Grieve ●  ● 4 Comments  ● 

Microsoft Dynamics GPWith the web client installed and configured, it is now time to log in for the first time. With previous versions of the web client, this meant installing SilverLight, but the new web client is HTML5 based.

When you navigate to the GP app on the web server there is no apparent difference between the Microsoft Dynamics GP 2016 web client and the previous version; in both cases you need to login using your Domain Account:

Web Client Login

Continue reading → Hands On With Microsoft Dynamics GP 2016 R1: Monkeying About With The Web Client

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Hands On With Microsoft Dynamics GP 2016 R1: Install Web Components Help

● Ian Grieve ●  ● 4 Comments  ● 

Microsoft Dynamics GPThe second of the wizards which pops up after the web client has been installed is the Web Components Help.

On the Welcome step click on Install to begin the installation:

Microsoft Dynamics Web Components Help: Welcome

Continue reading → Hands On With Microsoft Dynamics GP 2016 R1: Install Web Components Help

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Hands On With Microsoft Dynamics GP 2016 R1: Web Client Configuration

● Ian Grieve ●  ● 4 Comments  ● 

Microsoft Dynamics GPOnce the installation of the web client is complete, two wizards will be started. The first of these is the Microsoft Dynamics GP Web Components Configuration Wizard.

On the Welcome step click on Next:

Microsoft Dynamics GP Web Components Configuration Wizard: Welcome

Continue reading → Hands On With Microsoft Dynamics GP 2016 R1: Web Client Configuration

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