NAV / Navision - Documentation, presentations and white papers

Directions USA 2009 - Upgrading Tools and Strategies Presentation

Marq — Fri, 13 Nov 2009 18:38:22 GMT

This is the slidedeck Scott Frappier and I used for our presentation at Directions USA 2009

Enjoy,

Mark Brummel

Marq — Thu, 01 Oct 2009 10:31:51 GMT

This is the changed powerpoint which I used for my workshop for developers in The Netherlands.

Orriginal came from Microsoft. Thanks to all the pm's in Denmark for their help.

Microsoft Dynamics NAV 2009 SP1 - New Features and Updates (PowerPoint)

Erik P. Ernst — Thu, 03 Sep 2009 07:59:54 GMT

Microsoft PowerPoint presentation with the new features and updates included in Microsoft Dynamics NAV 2009 Service Pack 1 / Navision 2009 Service Pack 1.

Microsoft Dynamics NAV 2009 ISV Software Solution Test Guidelines

Erik P. Ernst — Sun, 16 Aug 2009 13:20:26 GMT

Microsoft Dynamics NAV 2009
Microsoft Dynamics ISV Software Solution Test Guidelines

Version 1.0
December 1, 2008

Introduction
Program Overview
Supported Products Versions
Types of Solutions
Retesting
More Information

Testing Process

Documentation Requirements
First-Time Software Test Requirements
Software Retest Requirements

ISV Software Solution Requirements and Recommendations .
Development Requirements and Recommendations
1.1 The ISV solution with managed code must be compiled with the .NET Framework 2.0 or later and must pass the required FxCop tests
1.2 Managed assemblies must be strongly named
1.3 New application objects must use their assigned number range
1.4 The ISV solution must follow standard Microsoft Dynamics NAV version conventions and provide code comments for changed Microsoft Dynamics NAV objects
1.5 Code that calls Web services must access Microsoft Dynamics NAV under the user account of the end user
1.6 Pages and codeunits that are designed to be exposed as Web services must not generate any UI that would cause an exception in the calling code
1.7 Automation objects that run on Microsoft Dynamics NAV Server must not generate any UI
1.8 ActiveX controls should be digitally signed
1.9 The ISV solution should make its version information available.
User Assistance and Product Documentation Requirements and Recommendations
2.1 An ISV solution must include Help that is targeted to the solution user
2.2 The ISV must provide an installation and configuration guide
2.3 ISV solution Help should follow the style guidelines that are described in the Microsoft Dynamics NAV Help Guide.
User Experience Requirements
3.1 The ISV solution must comply with core Windows and Microsoft Dynamics NAV 2009 user experience guidelines
3.2 The ISV solution that restricts the functionality of Microsoft Dynamics NAV must document the restriction
Translation and Localization Requirement
4.1 The ISV solution must separate strings from source code
Technology Configuration and Platform Requirement
5.1 The ISV solution must support the infrastructure that Microsoft Dynamics NAV supports
Installation and Setup Requirements and Recommendations
6.1 The ISV solution installation procedure must be compatible with Microsoft Dynamics NAV
6.2 The ISV solution must correctly register DLLs and COM components.
6.3 The ISV solution must correctly deploy COM components to Microsoft Dynamics NAV Server and to client machines.
6.4 After the ISV solution is installed, the Microsoft Dynamics NAV database must compile without errors.
6.5 The ISV must document the required versions and service packs of all dependent software programs, including Microsoft Dynamics NAV.
6.6 The ISV must document the Microsoft Dynamics NAV license that is required for their application installation.
6.7 The ISV must document the uninstallation procedures.
6.8 The ISV solution must include installable demonstration data.
6.9 Microsoft Dynamics NAV must start without errors after the ISV solution is installed.
6.10 The ISV solution should use the Rapid Implementation Methodology (RIM) to increase setup speed.
Backup and Restore Requirement
7.1 The ISV must include procedures to back up and restore the ISV solution and data if the standard Microsoft Dynamics NAV backup process is insufficient.
Extensibility and Customization Recommendation
8.1 ISVs should document their application extensibility and customization strategy.
Upgrade and Maintenance Requirements
9.1 The ISV must provide database upgrade scripts.
9.2 The ISV must use file versioning for DLLs and COM components.

Best Practice Guidelines
Design and Development Best Practices
1.1 The ISV should follow Microsoft Dynamics NAV architectural guidelines.
1.2 The ISV solution should follow reporting guidelines.
1.3 The ISV solution should follow best practices for Web services.
1.4 The ISV solution should not produce best practice tool errors.
User Experience Best Practices
2.1 The ISV solution should follow additional Microsoft Dynamics NAV 2009 user experience guidelines.
Trustworthy Computing Best Practices
2.1 ISV development staff should complete security and Security Development Lifecycle training.
2.2 The ISV solution should not bypass the standard Microsoft Dynamics NAV security model

Appendix A: User Experience Requirements

Appendix B: Microsoft Dynamics NAV Consistency Verification Test

Appendix C: Standard Microsoft Dynamics NAV Version Conventions
Standard Object Version Convention
Standard Object With Local Functionality Modifications Version Convention
Local Functionality Object Version Convention
ISV Object Version Convention

Install and Configure Microsoft Dynamics NAV 2009

Erik P. Ernst — Mon, 10 Aug 2009 13:56:56 GMT

The Install and Configure Microsoft Dynamics NAV / Navision 2009 Help is for partners and administrators who are responsible for installing and configuring Microsoft Dynamics NAV.

With Microsoft Dynamics NAV Setup, you can:

Install different components on different computers.
Choose from a selection of predefined Installation Options or create your own custom list of components and options to install. For more information, see How to: Choose Components to Install.
Pre-configure components before installation. For more information, see How to: Pre-Configure Components.
Create, save, or load Setup configuration files that capture your selection of components and configuration information. For more information, see How to: Create or Load a Setup Configuration File.
You can use Setup to install software and also to create custom deployments that you can distribute to different sets of users across a company.

System Requirements for Microsoft Dynamics NAV 2009

Erik P. Ernst — Fri, 31 Jul 2009 19:30:07 GMT

This is the System Requirements document for for Microsoft Dynamics NAV 2009

Converting Microsoft XAL to Microsoft Dynamics NAV

Erik P. Ernst — Wed, 29 Jul 2009 15:58:57 GMT

Microsoft Dynamics NAV

Converting Microsoft XAL to Microsoft Dynamics NAV

This document describes how to convert an existing Microsoft XAL company to Microsoft Dynamics NAV, including all master data and liquid assets for General Ledger, Customers, Vendors, and Inventory.

This document only applies to Microsoft Dynamics NAV 4.0 SP1, SP2 or SP3 and Microsoft Dynamics NAV 5.0.

1 Versions
2 Concept
Goal
3 Conversion – Microsoft XAL
3.1 General Ledger
3.2 Debtors/creditors
3.3 Stock
3.3 Modification of data
3.5 Elements for export to RIM
3.6 Conversion procedure
4 Conversion – Microsoft Dynamics NAV (RIM)
4.1 Preparation
4.2 Financial management
4.3 Conversion procedure for Microsoft Dynamics NAV version 4.0.
4.4 Conversion procedure for Microsoft Dynamics NAV 5.0
5 Supplement to RIM by conversion from Microsoft XAL
Errors in the standard use of the RIM Tool
6 Microsoft Dynamics NAV setup
7 MAP Explanation

Dynamics NAV 2009: Architecture Overview: Presentation

Erik P. Ernst — Thu, 16 Jul 2009 17:46:08 GMT

Session Objectives:

Gain an understanding of NAV 2009 Architecture
Understand the role the Dynamics NAV Server plays in your system and the new features it brings
In understanding differences between the C/SIDE architecture and the Dynamics NAV three-tier architecture, it will be easier to plan development projects, customer deployments and troubleshoot issues

Dynamics NAV 2009: Building Web Services Overview: Presentation

Erik P. Ernst — Thu, 16 Jul 2009 17:41:18 GMT

Build Web Services for Microsoft Dynamics NAV 2009

Get an overview of how to Build Web Services for Microsoft Dynamics NAV 2009 with the presentation Building Web Services - an overview.

Microsoft Dynamics NAV Hosting Guide White Paper

Erik P. Ernst — Thu, 16 Jul 2009 17:36:00 GMT

Microsoft Dynamics NAV
Hosting Guide
White Paper

Best practices for successfully hosting Microsoft Dynamic NAV

Date: June 2009

Audience
Compatibility 4
Authors 4
Introduction 5
Objectives 7
Hosted architecture for Microsoft Dynamics NAV principles 8
Remote access technologies 8
Security 9
Secure peripheral network 9
Authentication10
Securing the service tier 11
Performance 13
Load balancing 13
Database optimization 13
Hosting compliancy 14
SAS 70 Certification 14
Software + Services Incubation Centers 14
Service Level Agreement 14
Licensing options 16
The differences between the BRL and the SPLA license: 16
Hosted Microsoft Dynamics NAV Platform recommendations 17
Hosting platform model 17
Hardware specifications 18
Terminal Servers specifications18
RTC deployment 18
OS specifications 18
SQL Server specifications 19
Network considerations 20
Server virtualization 20
What is Hypervisor? 20
Virtualization for Microsoft Dynamics NAV 20
Service Tier server sharing 21
Office integration 22
Hosted Microsoft Dynamics NAV specific configuration tips 23
Microsoft Terminal Services settings 23
Performance enhancement 23
Local client devices redirection 23
Security/Active Directory 24
Group policies 25
Time zone redirection 25
Locking Terminal Server session 26
Microsoft Dynamics NAV License 26
SQL Server settings multi-instance optimization 27
Configure SQL Instance CPU Affinity 27
Backup 27
Administration 29
Service provisioning 29
Control panels 29
Platform infrastructure management 30
Monitoring 30
Availability monitoring 30
Proactive monitoring 30
Known issues 31
Time zone issue with RTC 31
Microsoft Dynamics NAV 2009 database can only run on SQL default instance 31
RTC Client doesn’t work with Windows mandatory profiles 31
Certain Language requires dedicated Terminal Server 31
References 33

Audience

This documentation is primarily for ISVs, VARs, and Hosting Partners who plan on hosting Microsoft Dynamics NAV.
It is also intended for end users who would like to understand what it means to have their Microsoft Dynamics NAV platform hosted, rather than located on their premises.
While solution architects and system administrators are the main target, implementers might also find the content relevant.

Compatibility

The following information has been validated for Microsoft Dynamics NAV 5.0, Microsoft Dynamics NAV 5.0 SP1 and Microsoft Dynamics NAV 2009. The content may change with upcoming updates of Microsoft Dynamics NAV like Microsoft Dynamics NAV 2009 SP1.

Microsoft Dynamics NAV 2009 Developer and IT Pro Documentation

Erik P. Ernst — Thu, 04 Jun 2009 14:27:51 GMT

Microsoft Dynamics NAV 2009 Developer and IT Pro Documentation

This is actually not a file to download, but a link to the official Microsoft Dynamics NAV Developer Center on MSDN.

The content of the Developer and IT Pro Documentation section is:

Getting Started in Microsoft Dynamics NAV 2009
Install and Configure Microsoft Dynamics NAV 2009
Development Considerations
Developing Objects
Transforming Forms to Pages
Working with Web Services
Improving Application Performance
Creating a More Secure Application
Reference

Microsoft Dynamics NAV Statement of Direction (May 2009)

Erik P. Ernst — Wed, 20 May 2009 10:22:38 GMT

Microsoft Dynamics NAV
Statement of Direction
Date: May 2009

EXECUTIVE SUMMARY

This summarizes the Statement of Direction for Microsoft Dynamics NAV. We recommend that you read the document in its entirety. The purpose of this document is to update customers and partners on the broad product strategy for Microsoft Dynamics NAV and the specific product roadmap. It focuses primarily on the next major release Microsoft Dynamics NAV - 7 and provides a general outline for the items planned for Microsoft Dynamics NAV - 8 and - 9.

PS: The file is located on Microsoft's Partnersource website. That means that you can only download it if you have access to partnersource.

Click Thru Demo: NAV 2009, Web Services - Edit in Excel

Erik P. Ernst — Mon, 23 Mar 2009 19:46:58 GMT

Web Services - Edit in Excel Click Thru Demo for Microsoft Dynamics NAV 2009

Last Modified 3/19/2009

Web Services is the standard for application to application integration. And with Microsoft Dynamics NAV 2009 we provide the ability to expose any page or code unit as a web service.

This means that you can run your business logic from outside Microsoft Dynamics® NAV – and hence reuse the investment made in Microsoft Dynamics NAV in other applications.
Learn how to use Web Services to edit data in excel and save it back into Microsoft Dynamics NAV 2009.

Click Thru Demo: NAV 2009, Look and Feel

Erik P. Ernst — Mon, 23 Mar 2009 19:40:05 GMT

Look and Feel Click Thru Demo for Microsoft Dynamics NAV 2009

Last Modified 3/19/2009

The most obvious visual change to Microsoft Dynamics NAV 2009 is the new client with the RoleTailored User Experience interface. In order to develop it, we identified a number of roles in an organization - and based the design on optimizing the user experience for these roles.

The key element of the RoleTailored User experience is the Role Center which is the first thing users see when they open Microsoft Dynamics® NAV 2009. Learn about the Navigation Pane, Activities, Lists and Charts. And become familiar with the reporting and personalization opportunities in Microsoft Dynamics NAV 2009.

Click Thru Demo: NAV 2009, Web Services and InfoPath

Erik P. Ernst — Mon, 23 Mar 2009 19:21:44 GMT

Web Services and InfoPath Click Thru Demo for Microsoft Dynamics NAV 2009

Last Modified 3/19/2009

Web Services is the standard for application to application integration. And with Microsoft Dynamics NAV 2009 we provide the ability to expose any page or code unit as a web service.

This means that you can run your business logic from outside Microsoft Dynamics® NAV – and hence reuse the investment made in Microsoft Dynamics NAV in other applications.
Learn how you how you can expose a web service with Microsoft Dynamics NAV 2009.

NAV / Navision - Documentation, presentations and white papers

Directions USA 2009 - Upgrading Tools and Strategies Presentation

Mark Brummel

Microsoft Dynamics NAV 2009 SP1 - New Features and Updates (PowerPoint)

Microsoft Dynamics NAV 2009 ISV Software Solution Test Guidelines

Microsoft Dynamics NAV 2009
Microsoft Dynamics ISV Software Solution Test Guidelines

Table of Contents

Install and Configure Microsoft Dynamics NAV 2009

System Requirements for Microsoft Dynamics NAV 2009

Converting Microsoft XAL to Microsoft Dynamics NAV

Microsoft Dynamics NAV

Converting Microsoft XAL to Microsoft Dynamics NAV

Table of Contents

Dynamics NAV 2009: Architecture Overview: Presentation

Dynamics NAV 2009: Building Web Services Overview: Presentation

Build Web Services for Microsoft Dynamics NAV 2009

Microsoft Dynamics NAV Hosting Guide White Paper

Microsoft Dynamics NAV
Hosting Guide
White Paper

Best practices for successfully hosting Microsoft Dynamic NAV

Table of Contents

Audience

Compatibility

Microsoft Dynamics NAV 2009 Developer and IT Pro Documentation

Microsoft Dynamics NAV 2009 Developer and IT Pro Documentation

Microsoft Dynamics NAV Statement of Direction (May 2009)

Click Thru Demo: NAV 2009, Web Services - Edit in Excel

Web Services - Edit in Excel Click Thru Demo for Microsoft Dynamics NAV 2009

Click Thru Demo: NAV 2009, Look and Feel

Look and Feel Click Thru Demo for Microsoft Dynamics NAV 2009

Click Thru Demo: NAV 2009, Web Services and InfoPath

Web Services and InfoPath Click Thru Demo for Microsoft Dynamics NAV 2009

NAV / Navision - Documentation, presentations and white papers

Directions USA 2009 - Upgrading Tools and Strategies Presentation

Mark Brummel

Microsoft Dynamics NAV 2009 SP1 - New Features and Updates (PowerPoint)

Microsoft Dynamics NAV 2009 ISV Software Solution Test Guidelines

Microsoft Dynamics NAV 2009Microsoft Dynamics ISV Software Solution Test Guidelines

Table of Contents

Install and Configure Microsoft Dynamics NAV 2009

System Requirements for Microsoft Dynamics NAV 2009

Converting Microsoft XAL to Microsoft Dynamics NAV

Microsoft Dynamics NAV

Converting Microsoft XAL to Microsoft Dynamics NAV

Table of Contents

Dynamics NAV 2009: Architecture Overview: Presentation

Dynamics NAV 2009: Building Web Services Overview: Presentation

Build Web Services for Microsoft Dynamics NAV 2009

Microsoft Dynamics NAV Hosting Guide White Paper

Microsoft Dynamics NAV Hosting GuideWhite Paper

Best practices for successfully hosting Microsoft Dynamic NAV

Table of Contents

Audience

Compatibility

Microsoft Dynamics NAV 2009 Developer and IT Pro Documentation

Microsoft Dynamics NAV 2009 Developer and IT Pro Documentation

Microsoft Dynamics NAV Statement of Direction (May 2009)

Click Thru Demo: NAV 2009, Web Services - Edit in Excel

Web Services - Edit in Excel Click Thru Demo for Microsoft Dynamics NAV 2009

Click Thru Demo: NAV 2009, Look and Feel

Look and Feel Click Thru Demo for Microsoft Dynamics NAV 2009

Click Thru Demo: NAV 2009, Web Services and InfoPath

Web Services and InfoPath Click Thru Demo for Microsoft Dynamics NAV 2009

Microsoft Dynamics NAV 2009
Microsoft Dynamics ISV Software Solution Test Guidelines

Microsoft Dynamics NAV
Hosting Guide
White Paper