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Chapter 3: RoleTailored Client Install

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CHAPTER 3: ROLETAILORED CLIENT INSTALL Objectives

The objectives are:

• Install Microsoft Dynamics® NAV 2009 Demo version on a Single Computer

• Install Microsoft Dynamics™ NAV 2009 Clients on a Network • Launch the Microsoft Dynamics NAV 2009 RoleTailored Client.

Introduction Microsoft Dynamics NAV 2009 is designed to use the Microsoft software platform. Therefore, all the software prerequisites of Microsoft Dynamics NAV are part Microsoft software stack.

The following Microsoft components must be configured correctly before Microsoft Dynamics NAV 2009 can be installed.

The complete product with sample data is supported on the following operating systems:

• Microsoft® Windows® XP SP2 • Microsoft® Windows® Vista • Microsoft® Windows® Server 2003 • Microsoft® Windows® Server 2008

NOTE: To install the Microsoft® Outlook® Add-In for Microsoft Dynamics NAV 2009, you must install Outlook before running the installer.

Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement

Installation and Configuration in Microsoft Dynamics® NAV 2009

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Install Dynamics NAV Demo Version on a Single Computer Microsoft Dynamics NAV 2009 can be installed on a single computer that has sample data for demonstration.

The following components are installed on the single computer :

• RoleTailored client • Classic client with SQL • Classic Client • Microsoft Dynamics NAV Server • Demo database and demo license

NOTE: The Microsoft® SQL Server® 2005 - Express edition will be installed if the system does not already have SQL Server 2005 or 2008 Installed

NOTE: When doing a Typical Install, only the RoleTailored Client will install

Procedure: Installation Steps

Use the following steps to install Microsoft Dynamics NAV 2009 with sample data on a single computer:

1. Run setup.exe.



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The Welcome to the Microsoft Dynamics NAV 2009 Installer window appears.

FIGURE 3.1 MICROSOFT DYNAMICS NAV 2009 INSTALLER

1. Click Next. 2. To agree with the license agreement terms, click I accept. 3. Click the Install Demo option. 4. When the installation is complete, click Close.

The following components are installed:

• RoleTailored client • Classic client • Microsoft Dynamics NAV Server • Demo database and demo license • Microsoft SQL Server 2005 Express Edition (if SQL Server is not

already installed)

After installing the product, start the RoleTailored client or the Classic client on the Start menu. In Windows Vista, to run the Classic client or RoleTailored client that has User Account Control turned on, click Start, and then click All Programs. Right-click the client, and on the shortcut menu, click Run as administrator.



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NOTE: The Classic client must be connected with the Microsoft Dynamics NAV database when you start it. The installer does not connect the Classic client to a database.

NOTE: The demo database is not uninstalled when you uninstall Microsoft Dynamics NAV 2009 through the control panel. You need to remove it manually.

Install Dynamics NAV 2009 Clients on a Network The RoleTailored client and Classic client can be installed on a different computer from where the Microsoft Dynamics NAV Server is installed. The clients are supported on the following operating systems:

• Microsoft® Windows® XP SP2 • Microsoft® Windows® Vista • Microsoft® Windows® Server 2003 • Microsoft® Windows® Server 2008

Procedure: Installation Steps

To install the Role Tasteps to install Microsoft Dynamics NAV2009 with sample data on asingle computer

1. Run setup.exe.



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The Welcome to the Microsoft Dynamics NAV 2009 Installer page appears.

FIGURE 3.2 THE MICROSOFT DYNAMICS NAV 2009 INSTALLER

2. Click Next. 3. To agree with the license agreement terms, click I accept. 4. Click Choose an installation option. 5. The Choose an installation option page appears. 6. Click Clients. 7. The Specify parameters page appears with RoleTailored client and

Classic client options. Click RoleTailored client. 8. The Installation Parameters dialog box appears. Enter the following

parameters to connect a RoleTailored client to Microsoft Dynamics NAV Server: o Server Name: The name of the server. o Server Port: The port that the server uses for communication.

NOTE: No parameters are specified for the Classic client.

9. Click Apply. 10. Click Install.



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The following components are installed:

• RoleTailored client, which can connect to a different computer that is running Microsoft Dynamics NAV Server.

• Classic client, which can connect to a SQL database on a different computer that is running SQL Server

After installing the product, start the RoleTailored client and the Classic client from the Start menu. In Windows Vista, to run the Classic client or RoleTailored client with User Access Control turned on, click Start, and then click All Programs. Right-click the client, and on the shortcut menu, click Run as administrator

NOTE: You must connect the Classic client to the SQL database when you start it. The installer does not connect the Classic client to a database.

Start the RoleTailored Client The biggest change in Microsoft Dynamics NAV from version 5.0 to version 2009 is the introduction of the new RoleTailored user interface (UI). The RoleTailored design provides you with a quick overview of the information relevant to your job and gives you the ability to focus, prioritize and apply your expertise.

The new task-oriented navigation structure reduces the complexity of information the user has to sift through and allows them to focus on the key work areas for their role in their company. The Role Center links them to the processes in which they participate. On list places, the tasks and information relevant to their goals in a work process are displayed together in one window. The tasks for each process step are available in task pages. The Action Pane promotes those commands the user accesses most frequently within a given context. FactBoxes reduce searching by offering the user all the information they need for a given context in one window. Furthermore, they have the bility to customize all of these parts of the program to make them better fit the user's needs.

Begin on the Start Menu

Launch the RoleTailored Client by going to the start menu on you Server's user interface.



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Select Microsoft Dynamics NAV 2009.

FIGURE 3.3 ROLETAILORED CLIENT PINNED TO THE START MENU

As the client launches you will be presented with an opportunity to load the demonstration company.

After the client launches the first time, it is necessary to setup Outlook 2003 or 2007 for use with the client, if it is not already setup on your system.



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Navigate in the RoleTailored Client

The Microsoft Dynamics NAV, Role Centered Client opens on the Role Center by default.

FIGURE 3.4 ROLE CENTERED CLIENT USER INTERFACE

The Role Center is your main point of entry into Microsoft Dynamics NAV. You can use it to get an overview of the status of your day’s work.

It can contain the following parts:

• Activities - contains stacks of documents, called “Cues” – Click a Cue to open the corresponding list or journal.

• Outlook - gives you an overview of your e-mails, calendar and Outlook tasks. You can click an item to open the corresponding folder, e-mail or appointment in Outlook.

• Charts - may contain one or more graphs that display information that is relevant to your work. Hover the cursor over a part of the chart to see the related data in text.

• Notifications - shows notes that your colleagues have sent to you. You can click on a note to open the document that the message is related to.

• Lists - may contain one or more lists with customers, vendors or items. You can decide which customers, vendors or items to include on the list. By selecting a line and clicking the Open command, you can open the card for the customer, vendor or item.



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Keyboard Shortcuts

This table indicates the shortcuts in the RoleTailored Client and the Classic Client:

Shortcuts in the Classic client

Shortcuts in the RoleTailored client

Description

Alt+F5 Not supported Get warehouse documents

Alt+F9 Not supported No Actions

Alt+Arrow Left Alt+Arrow Left Accelerator to move to the previous page in the navigation travel history

Alt+Arrow Right Alt+Arrow Right Accelerator to move to the next page in the navigation travel history

Alt+Tab Alt+Tab Switch between open items

Ctrl+A Not supported Select all (copy)

Ctrl+C Ctrl+C Copy

Ctrl+E Ctrl+E Export to Microsoft®

Excel®.

Ctrl+F Ctrl+F Find/Navigate Form

Ctrl+L Ctrl+L Show links

Ctrl+N • F8 • Ctrl+N

Create new or Insert

Ctrl+O Ctrl+O Open a company

Ctrl+P Ctrl+P Print

Ctrl+R Not supported Replace

Ctrl+V Ctrl+V Paste

Ctrl+W Ctrl+W Export to Word

Ctrl+X Ctrl+X Cut

Ctrl+Z Ctrl+Z Undo

Ctrl+F1 Not supported Toggle mark

Ctrl+F2 Not supported Open Designer

Ctrl+F3 Ctrl+Shift+M Split line; used in Warehouse, for example, Form 5770



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Description

Ctrl+F4 Esc Cancel or close the current task or window, unless it is the main window

Ctrl+F5 Ctrl+Shift+N Show ledger entries

Ctrl+F6 Alt+Tab Switch between open windows

Ctrl+F7 Ctrl+Shift+T Add a table filter (show results/Advanced filter) in the filter pane

Ctrl+F9 Ctrl+Shift+Z Reconcile

Ctrl+F11 Ctrl+Shift+R Release a document

Ctrl+Shift+A Ctrl+Shift+U Expand or collapse tree

Ctrl+Shift+D Ctrl+Shift+D Show dimensions

Ctrl+Shift+I Ctrl+Shift+I • (Service Lines) when user wants to close a Service Order

• (Service Shipment Lines) used by service - example Form5975

Ctrl+Shift+F7 Ctrl+Shift+A Clear all filters in filter pane

Delete Delete Clear selected text

End End In view mode, move to the last field in the row or, if already in the last field, do not move. The text in the destination field is selected. In edit mode, move to the last character position in the field or if already in the last position, do not move.

Esc Esc Cancel or close the current task or window, unless it is the main window

F1 F1 Display Help



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Description

F2 • F2 • Ctrl+Shift+E

Toggle between Edit mode and View mode or open a card, document, or editable list in Edit mode

F3 • F8 • Ctrl+N • Ctrl+ +

Create new or Insert

F4 Ctrl+D Delete

F5 Ctrl+Shift+L List

F6 • F4 • Ctrl+U

Lookup; Launches AssistEdit

F8 Ctrl+R Copy previous

F9 Ctrl+Shift+J Open statistics on a card

F10 F10 Focus on the menu bar and display key tips

F11 F9 Post a document

F12 F12 Focus on the navigation pane

Shift+F1 Not supported What's This…

Shift+F2 • F4 • Ctrl+U

Lookup; Launches AssistEdit

Shift+F5 Ctrl+Shift+C Open a card or a document

Shift+F6 Not supported Drill down

Shift+F7 Ctrl+Shift+F Add a FlowFilter (limit totals) in the filter pane

Shift+F8 Ctrl+Shift+S Sort, or focus on sort in filter pane

Shift+F9 Ctrl+Shift+Y Apply entries

Shift+F11 Shift+F9 Post and print a document

Shift+F12 Not supported Open Object Designer



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Description

Shift+Tab Shift+Tab Move keyboard focus to the previous element in the tab sequence within a part. If the element is the last in the part, focus moves to the first element in the next part.

Tab Tab Move forward through elements within a part. The tab order skips the Action menu and the Collapse/Expand button on the FastTabs. If the element is the last in the part, focus moves to the first element in the next part.

Not applicable Alt Key tips on action pane; focus on command bar; same as F10

Not applicable Alt+A Launch action menu

Not applicable Alt+I Launch related information

Not applicable Alt+M Open Microsoft Dynamics NAV menu

Not applicable Alt+P Launch action pane

Not applicable Alt+R Launch report

Not applicable Alt+Arrow Down Open the lookup menu when focus is on a cell with a drop-down menu

Not applicable Ctrl+D Delete

Not applicable Ctrl+F1 shows extended tooltip on a validation error

Not applicable Ctrl+F10 Turn on or off key tips in the action pane

Not applicable Ctrl+Arrow Down Move the focus down while the selected line stays selected



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Description

Not applicable Ctrl+Arrow Left Move focus to first cell in a row

Not applicable Ctrl+Arrow Right Move focus to last cell in a row

Not applicable Ctrl+Arrow Up Move the focus up while the selected line stays selected

Not applicable Ctrl+Delete On the filter pane, deletes a filter

Not applicable Ctrl+End Move to the last cell of the entire grid

Not applicable Ctrl+Home Move to the first cell of the entire grid

Not applicable Ctrl+Insert On the filter pane, adds a filter

Not applicable Ctrl+Shift+B Open (Journals, worksheets, accounts schedules)

Not applicable Ctrl+Shift+K Edit list

Not applicable Ctrl+Shift+L View list

Not applicable Ctrl+Shift+V Open a card or a document in View mode

Not applicable Ctrl+Shift+W In View mode, open a list in a new List Task page in a new separate window

Not applicable Ctrl+Shift+X Exit

Not applicable Ctrl+ + Insert a new line in a grid

Not applicable F3 Focus on the filter pane

Not applicable F5 Refresh the current page

Not applicable F6 Move forward through screen elements such as panes or FastTabs, with focus on the first part of a pane. In a lookup moves focus to the Advanced action, if any.



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Description

Not applicable F10 Key tips on action pane; focus on command bar; same as Alt

Not applicable F11 Focus on address bar

Not applicable Home In view mode, move to the first field in a row in focus or, if already in the first field, does not move. The text in the destination field gets selected. In edit mode, move to the first character position in the field or, if already in the first position, does not move.

Not applicable Shift+F6 Move backward through screen elements such as panes or FastTabs, with focus on the first part of a pane



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Lab 3.1 - Installing Microsoft Dynamics NAV 2009 Clients Scenario

You are the consultant implementing Microsoft Dynamics NAV 2009 Clients for Woodgrove Construction. You need install the client on 2 computers with sample data so that A/P clerks can familiarize themselves with the software. You will also launch the client to confirm that it is installed correctly.

Challenge Yourself!

In this exercise you will install the RoleTailored client with demo data on single computer. The main tasks for this exercise are as follows:

1. Install the RoleTailored client from the Setup CD. 2. Specify the Installation Parameters. 3. Launch the RoleTailored client.

Step by Step

Step 1

To install the Microsoft Dynamics NAV2009 RoleTailored client with sample data on a single computer:

1. Run setup.exe. 2. Click Next. 3. To agree with the license agreement terms, click I accept. 4. Click Choose an installation option. 5. The Choose an installation option page appears

Click Clients. 6. Specify parameters page appears with RoleTailored client and

Classic client options. 7. Click RoleTailored client. 8. The Installation Parameters dialog box appears. Enter the following

parameters to connect a RoleTailored client to Microsoft Dynamics NAV Server: a. Server Name: The name of the server b. Server Port: The port that the server uses for communication

9. Click Apply. 10. Click Install.



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Step 2

To launch the RoleTailored client follow these steps:

1. From the Start Menu select Microsoft Dynamics NAV 2009. 2. Click OK to accept the loading of the demo company, Cronus

International Ltd.



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Summary This chapter covers the installation of Microsoft Dynamics NAV 2009 Role Based Client.: In particular it covers:

1. The installation of the full RoleTailored Client installation for demonstration purposes was covered.

2. The installation of the RoleTailored Client on a Network was discussed.

3. Launch of the RoleTailored Client 4. How to navigate in the Role Center



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Quick Interaction: Lessons Learned Take a moment and write down three key points you have learned from this chapter:

1.

2.

3.


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Technology

license agreement

microsoft

classic client

parameters

roletailored

click roletailored

action pane

applicable