With Config AD installed on the domain controller, we now need to configure it to connect to the required Microsoft Dynamics GP installation. To do this open the Active Directory Users and Groups, right click on a user and then click on Configure Dynamics User:
Once you have the Config AD installer extract the files and run the setup.exe on your Domain Controller server. Depending on your security setup you may see the following warning to which you should click Run:
The prerequisites for Config AD are fairly simple:
- Windows Active Directory
- Microsoft Dynamics GP configured with companies and security roles
- If Dynamics GP has already been implemented the Advanced SQL Server options on all users in Dynamics GP needs to be disabled
When I was configuring Config AD the last of the prerequisites caught me out as it was mentioned only in the Troubleshooting section of the documentation. It would have been helpful if this had been mentioned in the instructions or a prerequisites section. It was fairly easy to resolve once I knew what the problem was (I’ll cover this in a later post).
The single sign-on is done by integrating Microsoft Dynamics GP with Active Directory. This can allow for all user provisioning to be done by the IT Helpdesk without requiring them to log into Dynamics GP itself which IT teams are not usually familiar with. Config AD installs onto the Domain Controller and provides a right click interface in the Users and Groups applet.
As it is unlikely that all maintenance will be done on the Domain Controller, Config AD also has a Config AD Desktop which can be installed on any client and allow users to be created and maintained.
Both the Users and Groups applet and Config AD allow a Microsoft Dynamics user can be created in seconds without the need to use the sa account within Dynamics GP or even to give the security and access roles in SQL Server to a user.
If you are using the web client Microsoft Dynamics GP 2013 R2 saw the introduction of Identity Management – Login which will provide single sign-on functionality. However, for those using the desktop client the best that Dynamics GP has to offer is the Remember User and Password introduced in Dynamics GP 2010.
However, Dynamics GP has a thriving community surrounding it which includes many ISVs (Independent Software Vendors), one of which is called Fastpath; this company has developed an add-on for Dynamics GP called Config AD which makes single sign-on with Dynamics GP.
Typically my posts have all been around the Dynamics GP core product or the add-ons from Microsoft with only a small number of posts on products from other vendors. In this series of posts I am stepping outside of this area as I am going to cover the install, configuration and use of Fastpath’s Config AD. The index for this series is below and will expand as posts are made.
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 twentieth Feature of the Day covered is Dashboards. Four new reporting dashboards have been added to the Excel Reports in Dynamcis GP 2013.
The new dashboards are for the Financial, Sales, Purchasing and Inventory series and are deployed with the other Excel Reports. These refreshable reports can deployed to a shared network drive, SharePoint or SharePoint Online.
The Financial dashboard:
The dashboard builds on the ideas covered in Mark’s recent Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 and can provide a really good shortcut to getting started using an Excel dashboard rather than rolling your own from scratch.
I have many other outside work items competing for my time at the moment which, combined with being busy at work is leaving me little time for reviewing. To that end I’m snatching an hour while sat at a hotel in the Midlands (South Yorkshire to be exact) to add another part to my review of Leslie Vail’s book Developing Microsoft Dynamics GP Business Applications published in October by Packt Publishing;
In this post I discussed fixing a Sales Invoice which was corrupt and how Microsoft Dynamics GP Check Links couldn’t be used to fix the problem as it only looks at the standard tables but the invoice in question was a recurring invoice created using Nolan Business Solutions’ Advanced Sales Order processing with recurring Invoices. Continue reading “Mea Culpa: Fixing A Corrupt Sales Invoice”
They’d tried to amend the value, had a problem and then tried to void the transaction (their settings prevented the registered invoice being deleted but something went wrong.
It was at this point that they called the helpdesk to report the following error message;