New Book Available: Implementing the Microsoft Dynamics GP Web Client

Microsoft Dynamics GPLast year I had two books published via Packt Publishing, the Microsoft Dynamics GP 2013 Cookbook and Microsoft Dynamics GP 2013 Financial Management. Well, in the next few days I will have a new book available for purchase; Implementing the Microsoft Dynamics GP Web Client:

Implementing the Microsoft Dynamics GP Web Client

The book will initially be available from Amazon in the USA and various countries in Europe as a paperback and can also be purchased in PDF eBook form (the eBook is actually available now; the hard copy from Amazon and other retailers will follow soon).

This book provides guidance for the implementation of the Microsoft Dynamics GP web client with step-by-step guides, illustrations and links to useful resources.

Who This Book Is For

This book is aimed at Dynamics GP users and partners who intend to implement the web client for Microsoft Dynamics GP for individual clients; much of the process for installing a multi-tenant deployment is the same as the scale-out one, but this book is specifically focusing on the scale-out deployment. This book assumes you have a knowledge of Windows Server, Active Directory for creating users and groups, IIS and application deployments. A basic knowledge of Microsoft Dynamics GP is also required.

What This Book Covers

This book covers the scale-out deployment of the Microsoft Dynamics GP 2013 R2 web client, from prerequisites through installation to logging in, using and managing. An upgrade of the Microsoft Dynamics GP 2013 SP2 web client to Microsoft Dynamics GP 2013 R2 is covered, before closing with a look at troubleshooting problems.

How This Book Is Structured

Chapter 1, Introduction to the Microsoft Dynamics GP Web Client, covers the basics of the web client including a look at the pros and cons of the web client versus the classic desktop client and the deployment methods available.

Chapter 2, Prerequisites of the Microsoft Dynamics GP Web Client, covers the prerequisites for installing or upgrading the Microsoft Dynamics GP web client.

Chapter 3, Microsoft Dynamics GP Web Client Scale-Out Deployment, covers the scale-out deployment method of installing the Microsoft Dynamics GP web client.

Chapter 4, Logging In, Using and Managing the Microsoft Dynamics GP Web Client, covers the process of logging into the web client, the navigation differences between the desktop and web client versions of Microsoft Dynamics GP and then how the web client can be managed.

Chapter 5, Upgrading a Microsoft Dynamics GP Web Client Scale Out Deployment, covers the upgrade of the Microsoft Dynamics GP 2013 SP2 web client to the R2 version.

Chapter 6, Troubleshooting the Microsoft Dynamics GP Web Client, includes tips for troubleshooting and some of more common issues during the implementation.

I will be adding additional sales channels in the near future, but for now you can buy a PDF eBook, or go to CreateSpace, Amazon.com or Amazon UK for a paperback copy.

NB. The book can currently be bought on CreateSpace and Amazon UK, but not all of the Amazon sites have it listed as available; this should happen in the next few days.

Management Reporter Error Opening Column Definition

Microsoft Dynamics GPDuring a recent upgrade of a client from Microsoft Dynamics GP 2010 to Microsoft Dynamics GP 2013 we also did a migration of FRx to Management Reporter.

After doing the test upgrade and migration I tested Management Reporter and everything was working fine. However, a month later when I was back on site for the live upgrade and some additional training, I found that Management Reporter was no longer working correctly.

When I tried to open a column definition I received an error:

Management Reporter: The operation could not be completed due to a problem in the data provider framework.Management Reporter: The operation could not be completed due to a problem in the data provider framework.

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Integration Manager Log Report Failure

Microsoft Dynamics GPAfter recently upgrading a client to Microsoft Dynamics GP 2013 they have been doing some testing. As well as GP itself they also use Integration Manager to integrate data from other systems.

Part of their testing plan involved testing the integrations; good thing they did as one problem, not a large one though, was found.

When trying to view the error logs the following error was produced:

Log Report Failure: Could not load file or assembly 'Microsoft.ReportViewer.WinForms, Version=9.0.0.0, Culture=Neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The system cannot find the file specifiedLog Report Failure: Could not load file or assembly ‘Microsoft.ReportViewer.WinForms, Version=9.0.0.0, Culture=Neutral, PublicKeyToken=b03f5f7f11d50a3a’ or one of its dependencies. The system cannot find the file specified

The solution is to install the Microsoft Report Viewer Redistributable which can be found here.

Management Reporter ‘Bad or missing data…’ error

Microsoft Dynamics GPI’ve had this post in my queue for a while after it got overlooked, but I figure it is still worth posting.

We received a call on the service desk from a client who was having problems with Management Reporter; whenever they tried to generate a report they received the following error:

Bad or missing data was encountered while loading the report and its building blocks. Report generation has been cancelled.Bad or missing data was encountered while loading the report and its building blocks. Report generation has been cancelled.

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Recent Lack Of Posts Down To New Project

Microsoft Dynamics GPIf you’re a regular visitor then you’ll have noticed a distinct lack of posts in August. The reason is that I have been working on a side project which should come to fruition in the middle of September. I’ll be trying to restore normal service before then, but if not it will be back to normal posting from mid-September.

The side project is Microsoft Dynamics GP related and I hope it will be of use to the community; details will be supplied nearer to the release date.

Script To Copy Segments To All Companies

Microsoft Dynamics GPFollowing the last post I did, on copying segments to a new company, I did some thinking and realised that with a little more work on the script I could make it even more useful when setting up clients with multiple companies and the same chart of account structure.

I have added a cursor to the script which selects all company databases from the DYNAMICS System Database (change the highlighted DYNAMICS if you’re using a named system database) and then loops though them doing the insert from the SourceDatabase.

As before, the script checks to make sure the Segments don’t already exist in the destination before doing the insert.

DECLARE @SourceCompany AS VARCHAR(5)
DECLARE @DestinationCompany AS VARCHAR(5)
DECLARE @SQLStatement AS VARCHAR(2000)

SET @SourceCompany = 'TWO'

DECLARE
	cursor_InterID Cursor 
FOR 
	SELECT
		INTERID
	FROM
		DYNAMICS..SY01500
	INNER JOIN
		master..sysdatabases
	ON
		name = INTERID
	WHERE
		INTERID <> @SourceCompany
	
	Open cursor_InterID

	FETCH NEXT FROM
		cursor_InterID
	INTO
		@DestinationCompany
	While (@@FETCH_STATUS <> -1)
		BEGIN
		IF (@@FETCH_STATUS <> -2)
			SET @SQLStatement = 'INSERT INTO ' + @DestinationCompany + '..GL40200
				(SGMTNUMB
				,SGMNTID
				,DSCRIPTN
				,SEGCOUNT
				,NOTEINDX)
				
				(SELECT
					SGMTNUMB
					,SGMNTID
					,Left(DSCRIPTN, 30)
					,0
					,0
				FROM
					' + @SourceCompany + '..GL40200 AS SD
				WHERE (SELECT COUNT(GL.SGMNTID) FROM ' + @DestinationCompany + '..GL40200 GL
					WHERE GL.SGMTNUMB = SD.SGMTNUMB AND GL.SGMNTID = SD.SGMNTID) = 0)'

			EXEC (@SQLStatement)
			FETCH NEXT FROM
				cursor_InterID
			INTO
				@DestinationCompany
		END
	CLOSE cursor_InterID
DEALLOCATE cursor_InterID

If you run this script, please be careful and ensure you have a good backup before running the script (as I don’t supply a warranty with any script I post here; that said I am happy to talk to people if they have questions or would like the script extending).

Script To Copy Segments To A New Company

Microsoft Dynamics GPI have been doing some work with a client recently where we were creating a number of new companies which were to share the same chart of accounts (with only the first segment representing the company being different).

So we planned to use Integration Manager to to integrate a file containing the new chart of accounts. However, before we could load the accounts themselves we needed to get the Segments loaded.

Tis could be done by creating a SmartList in SmartList Designer to get the Segment Number, Segment ID and Segment Description and then use File Import to load the segments into the new company; or I could knock together a quick SQL script to do the job.

Obviously, as I am writing this post, I opted to go the route of writing an SQL Script. The highlighted pieces at the top are the Source and Destination Company databases; change these to the relevant databases.

The script also checks to make sure the Segments don’t already exist in the destination before doing the insert.

DECLARE @SourceCompany AS VARCHAR(5)
DECLARE @DestinationCompany AS VARCHAR(5)
DECLARE @SQLStatement AS VARCHAR(2000)

SET @SourceCompany = 'TWO'
SET @DestinationCompany = 'TWOA'

SET @SQLStatement = 'INSERT INTO ' + @DestinationCompany + '..GL40200
	(SGMTNUMB
	,SGMNTID
	,DSCRIPTN
	,SEGCOUNT
	,NOTEINDX)
	
	(SELECT
		SGMTNUMB
		,SGMNTID
		,Left(DSCRIPTN, 30)
		,0
		,0
	FROM
		' + @SourceCompany + '..GL40200 AS SM
	WHERE (SELECT COUNT(GL.SGMNTID) FROM ' + @DestinationCompany + '..GL40200 GL
		WHERE GL.SGMTNUMB = SM.SGMTNUMB AND GL.SGMNTID = SM.SGMNTID) = 0)'

EXEC (@SQLStatement)
GO

If you run this script, please be careful and ensure you have a good backup before running the script (as I don’t supply a warranty with any script I post here; that said I am happy to talk to people if they have questions or would like the script extending).

Problem Adding Fields To VBA in Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GPI had a colleague (actually the First Minion, Erebus) using Modifier with VBA to create a customisation of the Account Maintenance window (Financial area page >> Cards >> Account) in Dynamics GP 2013 R2 (for a client who does not and will not be using the web client). This customisation required a small number of fields and the save button to be added to VBA.

When he was adding the fields everything was fine, but as soon as he tried to add the save button the cursor changed to a standard one and did not allow the save button to be added. Microsoft Dynamics GP 2013 R2 saw the introduction of the action pane (or ribbon bar as I keep on calling it):

Account Maintenance action pane

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Implementing Fastpath’s Config AD: Conclusion

FastpathIn this series of posts I have taken a look at the Config AD product from Fastpath which adds single sign-on to the Dynamics GP desktop client; you can find my series index here.

Over the course of the series I have run through the installation and configuration of several parts of Config AD, but there is still a lot of functionality that I haven’t covered.

For example, I have shown how to associate a GP user with a Windows AD account, but not how to disassociate them. I also didn’t show how SSRS security could also be assigned to users in Config AD; largely because I didn’t have SSRS installed and configured on my test box.

The main reason I haven’t covered even more than I have is that I enjoy playing around with different software and want to move onto something else. I’ve enjoyed the opportunity to have a go with Config AD which I found easy to install, easy to configure and that it provides a lot of functionality which brings together the security setup of Dynamics GP into one location.

Something I find very annoying in Dynamics GP is that to create a user, grant company access and assign roles you need to enter the System Password at least three times (unless you’re just copying security from another user wholesale), but Config AD allows you to configure all of this after logging into it once.

If you’re looking for an add-on which will both simplify the maintenance of Dynamics GP security (and I assume the effect would be the same for the other Dynamics products it integrates with) and allow for single sign on, then Config AD is definitely worth considering.

Click to show/hide the Implementing Fastpath's Config AD Series Index

Implementing Fastpath’s Config AD: Configuring Config AD Desktop

Microsoft Dynamics GPIn this series of posts I’m going to take a look at the Config AD product from Fastpath which adds single sign-on to the Dynamics GP desktop client; you can find my series index here.

With the Config AD Desktop installed, we need to configure it for use; many of the steps in this section are only required the first time you run Config AD Desktop on a machine.

Start Config AD Desktop from the Windows Start Screen (or Start menu for those on an older version of Windows) and click on File >> options:

Fastpath Config AD Desktop

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