Hands On With Microsoft Dynamics GP 2015 RTM: Server 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 o 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. I am assuming you already have your server built with Windows and SQL Server for this series.

In this second post, I am going to take a look at the server install where the system database is created. To do this, run GP Utilities from the Start screen and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities

On the Welcome to Microsoft Dynamics GP Utilities step click Next:

Welcome to Microsoft Dynamics GP Utilities

I prefer to do an Advanced installation which allows me to control the install options:

Installation Options

Check the data and log locations for the Database Setup. These should default to the SQL Server defaults, but I typically find they default to the SQL Server install folder. On my test server I have a separate D: for the data and logs:

Database Setup

Specify the Maximum Account Length and Maximum Number of Segments. To allow for future growth these should ideally be set to 66 and 10 respectively:

Set Up Account Framework

Choose the account segment lengths. Unless I know the chart of accounts will have a segment longer than 6 characters I typically leave these alone although I will, if known, change the Name to match the intended segment names:

Set Up Account Segment Lengths

Decide whether you want to be able to sort by additional segments:

Define Additional Sorting Options?

I have opted to also sort by two additional segments, which I have renamed to Account and Department:

Set Up Additional Sorting Options

Verify the account framework selections and click Next:

Verify Account Framework

If you are not using the web client leave the Using web client checkbox unmarked. If you are going to use the web client, as I am, mark the box and enter the Login Name, Password and Confirm Password fields. You can also choose to reset the password to the entered values by marking the Change Password checkbox:

Web Client SQL Server Login

For Authentication Type you have two options:

  1. Windows Account which will allow you to select users from Active Directory
  2. Organization Account which will allow integration with a Microsoft Azure tenant

I have opted for the Authentication Type of Windows Account as this server is in our server room and not on Azure:

Authentication Type

If you require a system password enter a Password and Confirm Password. This installation is for a test/demo environment so I have not specified a password:

Enter System Password

Check your selections and click Finish to confirm and begin the installation:

ConfirmationBusiness Intelligence Reports Setup

If you opted to install the Reporting Services Reports, specify the Report Server Mode, Report Server URL, Report Manager URL and the Folder Name where the SSRS are to be deployed (nothing is axctually deployed at this stage; this merely defines):

SQL Server Reporting Services Reports Setup

If you opted to deploy the Microsoft Excel reports, choose the Location and Network Share:

Excel Reports Setup

After clicking Next you will be taken to the Additional Tasks step where you can choose to Add sample company data or create a new company:

I will be covering the deployment of the sample company in the next post.

Click to show/hide the Hands On With Microsoft Dynamics GP 2015 RTM Series Index

Looking for support or consultancy with Microsoft Dynamics GP?

I no longer work with Microsoft Dynamics GP, but the last company I worked for was ISC Software in the UK; if you’re looking for support or consultancy services with Microsoft Dynamics GP you can contact them here.

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