Hands On With MDGP 2018 RTM: Install eConnect on Client

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

A number of my clients use Integration Manager for loading data into Microsoft Dynamics GP; a number of the integrations are either available only with, or run faster with, the eConnect adaptor. So before Integration Manager itself can be installed, eConnect needs to be installed on the client machine.

eConnect is available through the setup utility under the Additional Products header. Before you get to select this though, you may need to click through some security warnings.

Depending on server settings, you might receive multiple security warnings during the installation; click Run on each one as it appears:

Setup Utility

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Hands On With MDGP 2018 RTM: Deploy Excel Reports

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

The deployment of the Excel Reports is is done via Reporting Tools Setup (Administration area page >> Setup >> System >> Reporting Tool Setup). Click the Excel Reports tab.

Change the Location to Network Share. Reports Directory can be set at both the System Level (for the out of the box reports) and User Level for customised reports.

You can also set a subfolder for where the reports are to be deployed; this is useful when you have more than just the Microsoft Dynamics GP reports deployed onto the report server.

Make sure the checkboxes in the Deployment Options section are checked and click the Deploy Reports button.

Reporting Tool Setup

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Hands On With MDGP 2018 RTM: Deploy Reporting Services Reports

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

With SSRS configured to work with Microsoft Dynamics GP, we can now deploy the reports. This is done via Reporting Tools Setup (Administration area page >> Setup >> System >> Reporting Tools Setup).

Change the Report Server Mode to Native and enter the Report Server URL and Report Manager URL.

You can also set a subfolder for where the reports are to be deployed; this is useful when you have more than just the Microsoft Dynamics GP reports deployed onto the report server.

Make sure the checkboxes in the Deployment Options section are checked and click the Deploy Reports button.

Reporting Tool Setup

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Hands On With MDGP 2018 RTM: Before Deploying the Reporting Services Reports

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

Now that Microsoft Dynamics GP 2018 RTM has been installed and confirmed working, it’s time to deploy the Reporting Services Reports. However, before I do so, there are two tasks which need to be done first.

The first is to ensure SQL Server Reporting Services itself has been configured to work with Microsoft Dynamics GP. This isn’t actually too difficult, it just requires the following element to be added to the web.config file:

maxRequestLength="20690"

This blog post has detailed instructions of how to make this configuration change.

The second change may not be needed; it will depend on the security settings on your PC or server, but I find myself making this change in advance anyway so that I do not have any issues and so that my AD login is automatically used. When I don’t make this change, I have had problems deploying the reports; when I make the attempt, the deployment hangs and eventually fails.

The change is to add the SSRS website to the Local Intranet zone. To do this, launch Internet Explorer, clikc the cog icon and then select Internet options:

Internet Explorer

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Cashbook Bank Management (1058) Added to GP Table Reference

GP Table ReferenceI’m in the process of preparing to update the GP Table Reference for Microsoft Dynamics GP 2018 RTM, but have had some data almost ready to add for a while. Unfortunately, I’ve not had time to do it until now.

Hopefully the 2018 update will be done soon, but in the meantime I have added the Cashbook Bank Management (Product ID 1058) tables to the site.

Hands On With MDGP 2018 RTM: Desktop Client First Run

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

Now that there are companies available, we can log into the client and test that it is working correctly.

Launch Microsoft Dynamics GP 2018 RTM using the GP shortcut and log in using the DYNSA user:

Welcome to Microsoft Dynamics GP

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Hands On With MDGP 2018 RTM: Create A Company

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

As well as deploying the sample company, I always deploy a second company into which I will restore a copy of Fabrikam; this allows Intercompany to be configured and demonstrated when necessary.

To create a new company, launch GP Utilities and log in using the sa account:

Welcome to Microsoft Dynamics GP

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Hands On With MDGP 2018 RTM: Deploy Sample Company

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

With the system database deployed, the next step is to deploy the Fabrikam, Inc. sample company.

To do this, launch GP Utilities and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities

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Hands On With MDGP 2018 RTM: Deploy System Database

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

With the client now installed, I am able to progress to using GP Utilities to deploy the system database, the name of which was defined on the SQL Server step of the client install.

To deploy the system database launch GP Utilities and log in using the SQL Server system administrator (sa) account:

Welcome to Microsoft Dynamics GP Utilities

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Hands On With MDGP 2018 RTM: Install Dynamics GP Client

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

With the .NET Framework 3.5 prerequisite installed, it is time to install the Microsoft Dynamics GP 2018 RTM client software; depending on the software you’ve used before, it might seem counter-intuitive to start with client software, but Microsoft Dynamics GP hasn’t had dedicated server components for some time now. The server components are installed using GP Utilities which is installed alongside the client version of the software.

I am doing this installation on a brand new test system which has multiple single use servers; the two servers involved in the client installation is the SQL Server, called 2018SQL1, which hosts a named instance of SQL Server 2017 (which is supported despite the current system requirements documentation) and a terminal server called 2018TS1 running Windows Server 2016.

Unzip the downloaded installation media and run the Setup.exe.

Depending on server settings, you might receive multiple security warnings during the installation; click Run on each one as it appears:

The Microsoft Dynamics GP 2018 Bootstrapper Setup will start; click Install to install the prerequisites:

Microsoft Dynamics GP 2018 Bootstrapper Setup

Once the prerequisites have been installed, the installer screen will display. In the Install section at the top, click on Microsoft Dynamics GP and then click Install on the popup menu:

Microsoft Dynamics GP 2018

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