Implementing Rockton’s SmartFill: Client Installation

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

The second step in implementing SmartFill is to install the remaining clients.

Using the previously downloaded installer, extract the downloaded file and run the SmartFillSetup.exe as Administrator by right-clicking:

SmartFillSetup.exe

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Implementing Rockton’s SmartFill: First Client Installation

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

The first step in implementing SmartFill is to install the first client; it’s in this installation where we will deploy the database objects.

To install the first client, the first step is to download SmartFill; navigate to the Rockton Software downloads page. In the Product field, select SmartFill and in the Versions field select Microsoft Dynamics GP Version 2018.

Mark the checkbox next to the Product and hit the Download Selected button:

Rockton Software downloads page

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Implementing Rockton’s SmartFill: What Is SmartFill

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

Before starting the installation, I thought it might be useful to do a post, covering what functionality SmartFill contains.

Simply put, SmartFill allows you to perform a more flexible lookup than the standard ones in Microsoft Dynamics GP. For example, you can type only a few characters of an Item Number or Item Description and a list of data matching will be returned; the search performed is a begins with or contains (depending on configuration) which makes it easy to find the required data.

By default SmartFill ships with a large number of default searches, but can be customised to add more or change the default ones; and can also be configured to to be available to 3rd party modules.

Implementing Rockton’s SmartFill: Series Index

Rockton SoftwareI periodically take a look at different offering from ISVs, of which there are many. One that I’ve looked at recently is SmartFill from Rockton Software.

I figured a small series on implementing it might be useful as I step through the process myself. Over the new few posts, I’ll be installing and configuring SmartFill.

Implementing Rockton's SmartFill: What Is SmartFill
Implementing Rockton's SmartFill: First Client Installation
Implementing Rockton's SmartFill: Client Installation
Implementing Rockton's SmartFill: Registration
Implementing Rockton's SmartFill: Search Using SmartFill
Implementing Rockton's SmartFill: Configuring Security
Implementing Rockton's SmartFill: Customising Search Options
Implementing Rockton's SmartFill: Review

Winthrop DC Now Distributing Products Directly

Winthrop DCAs announced back in May, from the 1st July 2018, Winthrop Development Consultants now directly and exclusively distributes all of its products.

Pricing remains the same (exception for Australia), but purchasing is handled directly by Winthrop DC and if you’re a partner, you will need to sign up as a partner with Winthrop DC (which is free to do) before purchasing for your clients.

One important point to note, is that only the latest builds of the software will automatically switch over to using Winthrop DC’s registration servers.

To ensure a smooth transition, please ensure all Winthrop products on your, or your clients, systems are updated on all servers and workstations before the current subscriptions expire. Upgrades can be installed over the top of existing builds, so there is no need to uninstall.

Full details of this changeover is available on the Winthrop DC site.

Winthrop DC Directly Distributing All Products from 1st July 2018

Winthrop DCYesterday, Winthrop Development Consultants announced that they would be moving to direct distribution for all of their Microsoft Dynamics GP add-ons (including the GP Power Tools) as of the 1st July 2018.

This means all new subscriptions, subscription renewals, and sales and support queries will be handled directly via Winthrop Development Consultants.

One important point to note, is that all installations will need to be upgraded before the subscriptions expire to be able to renew under Winthrop’s new registration system.

Full information is available from Winthrop Development Consultants including details on the new customer and partner portals.

Until 1st July 2018, Mekorma will continue to distribute GP Power Tools so any new subscription purchase or renewal should be processed via their site.

Hands On With the GP Power Tools – Administrator Tools: Conclusion

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

In this series on the Administrator Tools module of GPPT, I’ve taken a look at the tools provided and how they can be used. Overall, I think there are some very useful tools available in this module. I was sceptical of the Deny Based Security one when I first heard of it, but it seems to be quite easy to use and doesn’t add the complexity I feared.

For the tools available in this module, I’d say this was one to purchase.

I’m going to take a break from GPPT for a bit, but will return another time with some more posts on its functionality.

Hands On With the GP Power Tools – Administrator Tools: Window Position Memory

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Window Position Memory window is used to specify which windows in the Microsoft Dynamics GP application should remember their position, size and state on a per user basis; any window (form) in any dictionary can be added to the list and all sub-windows on selected window (form) will be remembered.

GPPT ships with a small selection of windows pre-configured to be remembered (these are the main transaction and card windows for each module), but more can be added and already selected ones removed using the Window Position Memory window (GP Power Tools area page >> Setup >> Window Position Memory).

When opened, the window takes a few moments to load as it scans all dictionaries. Once loaded the right pane shows the windows which have already been selected; the checkboxes next to them can be unmarked to deselect them:

Window Position Memory - showing already selected windows

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Hands On With the GP Power Tools – Administrator Tools: Company Login Filter

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Company Login Filter window (GP Power Tools area page >> Setup >> Company Login Filter) is used to set up filtering of the companies available in the Company Login window for a user depending on the instance of the application environment currently being used. This is useful functionality as, on a system with different customization dictionaries or different custom forms and reports for different companies, you can ensure that the correct companies can only be used with the appropriate application client.

This is a scenario used by a number of my clients, so I was interested in doing some testing of this function. The way we’ve dealt with it in the past it to giev the client two shortcuts, looking at different launch files.

There is two ways of configuring this tool, but I am only looking at one of them. I have a single Dex.ini file and two launch files in the application folder; the default DYNAMICS.SET and a DYNAMICS-UK.SET which is pointing at different report and forms locations.

To configure the company login filters, launch the window and enter a Profile ID and Profile Name.

The left scrolling window will populate with the profile ID and a branch for Default Filter when no Path matched. Select this and then mark one (or more) of the companies listed in the right window:

Company Login Filter - select companies for no filters.

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Hands On With the GP Power Tools – Administrator Tools: Dictionary Control

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Dictionary Control (GP Power Tools area page >> Setup >> Dictionary Control) window is useful for troubleshooting issues with third party products as you can effectively remove the dictionaries one-by-one until the problem has been identified.

All of the loaded products are listed in the scrolling window:

Dictionary Control

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