Course 8831: Two days; Instructor-Led
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Introduction
This course develops understanding of technologies and techniques necessary to successfully install Microsoft Dynamics SL by covering the basics of installation and setup, as well as advanced topics such as optimization. The course builds confidence and minimizes installation time. Microsoft SQL Server is discussed as it applies to the optimization of Microsoft Dynamics SL.
The course discusses the installation of Microsoft Dynamics SL and the installation of the related products listed in the agenda. This course does not go into the setup and use of the Microsoft Dynamics SL application as these topics are covered within other training offered by Microsoft.
Audience
Microsoft Dynamics SL Installation and Configuration training is recommended for people who plan to install, implement, configure, consult, or support Microsoft Dynamics SL. The class is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects of Microsoft Dynamics SL. The course is not intended for non-technical staff.
At Course Completion
After completing this course, students will be able to:
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Identify the unique position of Microsoft Dynamics SL in the accounting software marketplace |
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Describe features, design foundations and system level support |
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Interpret Microsoft Dynamics SL licensing issues and the relationship with Microsoft SQL Server licensing |
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Describe the working relationship between Microsoft SQL Server and Microsoft Dynamics SL |
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Identify the elements of Microsoft Dynamics SL pre-installation |
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Gather resources needed to prepare for Microsoft Dynamics SL installation |
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Identify the basics of developing a Microsoft Dynamics SL implementation plan |
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Prepare the computer platform for Microsoft Dynamics SL installation |
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Identify the main elements of Microsoft Dynamics SL installation |
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Install Microsoft Dynamics SL |
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Set up new Microsoft Dynamics SL databases |
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Set up Microsoft Dynamics SL demo databases |
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Login to Microsoft Dynamics SL |
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Register Microsoft Dynamics SL |
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Set up Microsoft Dynamics SL clients |
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Identify the Microsoft Dynamics SL directory structure |
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Identify Microsoft Dynamics SL components |
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Identify the basics of all Microsoft Dynamics SL menu functions |
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Run Microsoft Dynamics SL modules and open Microsoft Dynamics SL windows |
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Navigate through the system and manage database records using Microsoft Dynamics SL |
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Set up Microsoft Dynamics SL printer services |
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Use Microsoft Dynamics SL standard and extended report options |
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Use Microsoft Dynamics SL online help system |
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Identify the different levels of system security used with Microsoft Dynamics SL |
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Define Microsoft Dynamics SL users and groups |
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Set up user and user group access rights |
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Change user passwords |
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Use inquiry and entity inquiry windows in Microsoft Dynamics SL |
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Use Microsoft Dynamics SL’s copy and paste functions |
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Set up and use Microsoft Dynamics SL templates |
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Identify the basics of using recurring transactions in Microsoft Dynamics SL |
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Attach notes to data items |
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Track current Microsoft Dynamics SL user activity |
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Use the Microsoft Dynamics SL event log |
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Download and install Microsoft Dynamics SL update files |
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Identify the basics of on going system maintenance |
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Backup the Microsoft Dynamics SL database and system |
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Use the Database Maintenance Plan in SQL Server |
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Configure Windows Servers |
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Recommend SQL Server Settings |
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Identify bottlenecks |
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Utilize Windows Performance Monitor |
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Describe the basics of RAID arrays |
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Use Windows Performance Monitor for SQL |
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Set up an Application Server |
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Submit requests to an Application Server |
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Monitor requests made to an Application Server |
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Identify Microsoft Dynamics SL Supporting products |
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Identify the uses for Web Order |
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Set up ODBC data sources |
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Install Crystal Reports |
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Install FRx |
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Use Transaction Import |
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Identify problems and find sources of problems |
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Use tools and sources in Microsoft Dynamics SL to correct issues |
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Use SQL Server Profiler |
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Troubleshoot Microsoft Dynamics SL |
Prerequisites
Before attending this course, students must have:
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Working knowledge of Microsoft Windows 2003, or Microsoft Windows XP. General knowledge of database applications is helpful but not required. |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.
Course Outline
Chapter 1: Introducing the Microsoft Dynamics SL System
This chapter introduces the features, purpose, and characteristics of Microsoft Dynamics SL covering specific items within Microsoft Dynamics SL and how the system is set up.
Main Topics
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Understanding Microsoft Dynamics SL |
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Licensing Microsoft Dynamics SL |
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Understanding Microsoft SQL Server licensing |
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Understanding the Microsoft Dynamics SL - SQL Server relationship |
Lab
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Identify the correct Microsoft Dynamics SL edition based on specific criteria |
The goals for completing this chapter are for students to:
| • |
Identify the unique position of Microsoft Dynamics SL in the accounting software marketplace |
| • |
Describe features, design foundations, and system level support |
| • |
Interpret Microsoft Dynamics SL licensing issues and the relationship with Microsoft SQL Server licensing |
| • |
Describe the working relationship between Microsoft SQL Server and Microsoft Dynamics SL |
Chapter 2: Preparing to Install Microsoft Dynamics SL
This chapter discusses the importance of planning prior to an installation. Topics include what to do in pre-planning and referencing technical bulletins. Implementation plans are discussed as well as the hardware and software requirements for Microsoft Dynamics SL.
Main Topics
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Defining pre-installation |
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Protecting current accounting data |
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Gathering what you need |
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Defining the implementation plan |
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Setting up the appropriate computer system |
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Microsoft Dynamics SL hardware and software requirements and recommendations |
Lab
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Locate a specific Install Guide based on particular criteria |
The goals for completing this chapter are for students to:
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Identify the elements of Microsoft Dynamics SL pre-installation |
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Gather resources needed to prepare for Microsoft Dynamics SL installation |
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Identify the basics of developing a Microsoft Dynamics SL implementation plan |
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Prepare the computer operating system for Microsoft Dynamics SL installation |
Chapter 3: Installing Microsoft Dynamics SL
This chapter describes a complete installation of Microsoft Dynamics SL. The process is reviewed, followed by a screen by screen install which discusses the importance of each option and selection during the installation.
Main Topics
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Understanding the process |
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Installing Microsoft SQL Server |
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Installing Microsoft Dynamics SL |
The goals for completing this chapter are for students to:
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Identify the main elements of Microsoft Dynamics SL installation |
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Install Microsoft Dynamics SL |
Chapter 4: Preparing Microsoft Dynamics SL Databases for Use
This chapter describes how to set up and configure Microsoft Dynamics SL databases. Included in this chapter is the creation of system, application and demo databases. Registration of Microsoft Dynamics SL is also discussed.
Lessons
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Creating databases |
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Logging into Microsoft Dynamics SL |
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Preparing databases for operation |
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Registering Microsoft Dynamics SL |
Lab
The goals for completing this chapter are for students to:
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Set up new Microsoft Dynamics SL databases |
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Set up Microsoft Dynamics SL demo databases |
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Login to Microsoft Dynamics SL |
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Register Microsoft Dynamics SL |
Chapter 5: Microsoft Dynamics SL Client Installation
This chapter covers installing a Microsoft Dynamics SL client. It discusses the creation of a shared directory on the server to distribute the install files for a client.
Main Topics
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Setting up Dynamics SL clients |
The goals for completing this chapter are for students to:
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Set up Microsoft Dynamics SL clients |
Chapter 6: Directory Structure and Components
This chapter focuses on the important files installed with Microsoft Dynamics SL. Features of each file are covered with an explanation of the parameters.
Main Topics
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Understanding the Microsoft Dynamics SL directory structure |
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Microsoft Dynamics SL components |
The goals for completing this chapter are for students to:
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Identify the Microsoft Dynamics SL directory structure |
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Identify Microsoft Dynamics SL components |
Chapter 7: Learning the Basics of Microsoft Dynamics SL
This chapter covers how to use Microsoft Dynamics SL including navigation, menus, and creating standard or extended reports. Also covered are entering and managing data records and the set up of printer services for Microsoft Dynamics SL.
Main Topics
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Navigating through Microsoft Dynamics SL |
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Using function keys |
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Running Microsoft Dynamics SL Applications |
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Entering and managing data records |
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Setting up printer services |
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Setting up a default Microsoft Dynamics SL printer |
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Using online help |
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Initializing data in Microsoft Dynamics SL |
Lab
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Create new records in the chart of accounts window |
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Print the GL Batch Register |
The goals for completing this chapter are for students to:
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Identify the basics of all Microsoft Dynamics SL menu functions |
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Run Microsoft Dynamics SL modules in open Microsoft Dynamics SL windows |
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Navigate through the system and manage database records |
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Set up Microsoft Dynamics SL printer services |
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Use Microsoft Dynamics SL standard and extended report options |
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Use Microsoft Dynamics SL online help system |
Chapter 8: Establishing Microsoft Dynamics SL Security
This chapter covers the security model of Microsoft Dynamics SL. Learn about the various security levels for Microsoft Dynamics SL and how these integrate with Windows and SQL Server. The chapter also describes the creation of users and user groups and assigning access rights.
Main Topics
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Protecting Microsoft Dynamics SL |
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Understanding the levels of system security |
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Establishing internal Dynamics SL security |
Labs
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Creating a user for a demo database |
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Create a user group for specific users |
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Change a user’s password |
The goals for completing this chapter are for students to:
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Identify the different levels of system security used with Microsoft Dynamics SL |
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Define Microsoft Dynamics SL users and groups |
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Set up user an user group access rights |
Chapter 9: Learning Microsoft Dynamics SL Power User Features
This chapter provides an overview of the special features available in Microsoft Dynamics SL. Learn about copy functions for copying information in one field/form to another as well as using templates and attaching notes to data items.
Main Topics
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Extending Microsoft Dynamics SL usage |
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Using inquiry and entity inquiry windows |
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Copying and pasting data |
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Entering data using templates |
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Using recurring transactions |
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Attaching notes to data items |
Labs
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Create a template to print specific General Ledger batches |
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Create a note against a journal transaction |
The goals for completing this chapter are for students to:
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Use inquiry and entity inquiry windows in Microsoft Dynamics SL |
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Use Microsoft Dynamics SL’s copy and paste functions |
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Set up and use Microsoft Dynamics SL templates |
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Identify the basics of using recurring transactions in Microsoft Dynamics SL |
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Attach notes to data items |
Chapter 10: Monitoring and Maintaining Microsoft Dynamics SL
This chapter covers the activities to perform to maintain Microsoft Dynamics SL. Covered in this chapter are the event log, system maintenance, integrity checks, database backups and the creation of a database maintenance plan.
Main Topics
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Monitoring active Microsoft Dynamics SL users |
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Reviewing the Microsoft Dynamics SL event log |
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Performing on going system maintenance |
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Backing up Microsoft Dynamics SL |
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Using the database maintenance wizard |
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Other considerations |
Lab
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Check the integrity of the General Ledger module’s posted batches |
The goals for completing this chapter are for students to:
| • |
Track current Microsoft Dynamics SL user activity |
| • |
Use the Microsoft Dynamics SL event log |
| • |
Download and install Microsoft Dynamics SL update files |
| • |
Identify the basics of on going system maintenance |
| • |
Backup the Microsoft Dynamics SL database and system |
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Use the Database Maintenance Plan in SQL Server |
Chapter 11: Optimizing Performance
This chapter provides a brief overview of tools to use when evaluating the performance of Microsoft Dynamics SL. System settings are covered as well as a look into identifying bottlenecks using the System Monitor.
Main Topics
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Optimizing performance |
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Windows OS bottleneck analysis |
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Strategies for testing and tuning servers |
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SQL Server configuration |
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Methods of optimizing a SQL relational database |
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Analyzing and troubleshooting less than optimal performance |
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Optimization summary |
The goals for completing this chapter are for students to:
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Configure Windows Servers |
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Recommend SQL Server Settings |
| • |
Identify bottlenecks |
| • |
Utilize Windows Performance Monitor |
| • |
Describe the basics of RAID arrays |
| • |
Use Windows Performance Monitor for SQL |
Chapter 12: Using Microsoft Dynamics SL Application Server
This chapter covers the Microsoft Dynamics SL Application Server. Included in this chapter is an overview of the purpose and benefits of using Application Server, how to set up Application Server, and the administration of an Application Server.
Main Topics
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Application Server overview |
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Setting up Application Server |
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Pausing, restarting and shutting down Application Servers |
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Submitting Application Server requests |
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Checking the Application Server queue |
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Viewing Application Server logs |
The goals for completing this chapter are for students to:
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Set up an Application Server |
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Submit requests to an Application Server |
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Monitor requests made to an Application Server |
Chapter 13: Installing Additional Products
This chapter covers the additional products used with Microsoft Dynamics SL. Installation steps are covered for Crystal Reports and FRx.
Main Topics
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Installing additional products |
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Web Order starter kit |
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Configuring ODBC |
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Crystal Reports |
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Installing Crystal Reports |
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FRx |
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Installing FRx |
The goals for completing this chapter are for students to:
| • |
Identify Microsoft Dynamics SL Supporting products |
| • |
Identify the uses for Web Order |
| • |
Set up ODBC data sources |
| • |
Install Crystal Reports |
| • |
Install FRx |
Chapter 14: Transaction Import
This chapter provides a brief overview of the Transaction Import utility. The different types of imports, as well as an example of an import are covered.
Main Topics
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Transaction import process |
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Control macro generator |
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Transaction import |
Lab
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Import budget information into the Budget Maintenance screen |
The goals for completing this chapter are for students to:
Chapter 15: Troubleshooting
This chapter covers some of the tools and resources to utilize when troubleshooting Microsoft Dynamics SL. It presents a brief introduction of the methodology to follow when diagnosing problems followed by a look at how SQL Server Profiler can help with troubleshooting. The chapter concludes with the presentation of troubleshooting scenarios.
Main Topics
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Troubleshooting |
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Identifying the problem and finding its source |
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Tools and sources |
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Microsoft Dynamics SL online documentation |
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TechKnowledge database |
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Problem solving using SQL Server Profiler |
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Troubleshooting scenarios |
Lab
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Three scenarios on troubleshooting Microsoft Dynamics SL |
The goals for completing this chapter are for students to:
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Identify problems and find sources of problems |
| • |
Use tools and sources in Microsoft Dynamics SL to correct issues |
| • |
Use SQL Server Profiler |
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