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Chapter 3: RoleTailored Client Install
3-1
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.
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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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Chapter 3: RoleTailored Client Install
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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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Installation and Configuration in Microsoft Dynamics® NAV 2009
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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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Chapter 3: RoleTailored Client Install
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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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Installation and Configuration in Microsoft Dynamics® NAV 2009
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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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Chapter 3: RoleTailored Client Install
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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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Shortcuts in the Classic client
Shortcuts in the RoleTailored client
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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Shortcuts in the Classic client
Shortcuts in the RoleTailored client
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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Shortcuts in the Classic client
Shortcuts in the RoleTailored client
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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Shortcuts in the Classic client
Shortcuts in the RoleTailored client
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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Shortcuts in the Classic client
Shortcuts in the RoleTailored client
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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Chapter 3: RoleTailored Client Install
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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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