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GP Preparation with Default Settings

Dynamics GP Preparation with Default Settings

With this Dynamics GP Preparation with Default Settings procedure, you’ll select the Basic option in the Installation Options window to use default settings for the system database, account framework, and system password.

Use Dynamics GP Utilities to prepare Microsoft Dynamics GP for use. Complete this procedure when you install MS Dynamics GP for the first time. You need to do this only once. For more information about the Basic option, see the Installation Options section.

Before you use MS Dynamics GP Utilities, check for and install the most current update for Dynamics GP.

Dynamics GP Preparation with Default Settings Steps

To perform Dynamics GP Preparation with Default Settings for use:

  • Start Dynamics GP Utilities. (Start >> All Programs >> MS Dynamics >> GP 2018 >> GP Utilities)
  • In the Welcome to MS Dynamics GP utility window, verify your server name, and enter a system administrator user ID and password; then click OK.

 Note: You must be logged in as a system administrator to complete the database and system functions within Dynamics GP Utilities.

  • The Welcome To MS Dynamics GP utility window opens when you are logged into the server you selected. Read the message and click Next.
  • The Installation Options window appears. Mark Basic and then click Next.
  • If DYNSA user doesn’t have a password, the Enter DYNSA User Password window opens. Use this window to enter the password for DYNSA user.
  • The DYNSA user is the database owner and can perform the tasks, such as table maintenance procedures.
Dynamics GP Preparation with Default Settings

DYNSA User Password

  • If you have multiple MS Dynamics GP system databases on the same SQL Server instance, the DYNSA user is the database owner for all of the system databases. This password is case-sensitive.
  • Click Next.
  • In the Web Client SQL Server Login window, you can create a SQL Server login for the Dynamics GP Web Client.
  • The Web Client SQL Server login is used for the connection to the SQL Server when an MS Dynamics GP user has been configured with a Windows login.
Web Client SQL Server login

Web Client SQL Server Login

  • Mark the Using web client option if you are creating a SQL Server login for the Microsoft Dynamics GP Web Client. Enter an existing SQL Server login or enter the new login. Then, enter a password and confirm your password. Click Next.
  • Unmark Using web client option if you are not creating a login for the Dynamics GP Web Client. Click Next.
  • Select the authentication type for the MS Dynamics GP web client. Accept the default Windows Account setting if the GP users will be logging into the web client using their Windows domain credentials.
  • Select the Organizational Account if GP users will be logging into the web client using their organizational account credentials.
Authentication Type

Authentication Type

  • When selecting Organizational Account, additional settings will be required to complete the setup of Dynamics GP Preparation with Default Settings. Provide the Azure AD domain name for user accounts. An example is contoso.onmicrosoft.com. Provide the name of the SQL Server where the web components database is stored and the name of the web components database.
  • In the Confirmation window, click Finish.
  • Dynamics GP Utilities installs the databases, installs initial module setup information, and sets up Dynamics GP menus. These procedures may take several minutes to complete.
  • The Server Installation Progress window describes the processes as they are completed during Dynamics GP Preparation with Default Settings.
  • In the Business Intelligence Reports Setup window, select business intelligence components to deploy. Click Next. The window that opens depends on the components you have selected.
Business Intelligence Reports Setup

Business Intelligence Reports Setup

  • If you don’t want to deploy the business intelligence components, leave the components unmarked and click Next. The Additional Tasks window will reappear. Skip the next step of Reports Setup and go to the step after that.
  • The SQL Server Reporting Services Reports Setup window appears if you marked to deploy the Reporting Services reports.

After selecting your report server mode, enter locations to deploy the reports to.

Native mode location example.

Location Example
Report Server URL http://<servername>/ReportServer
Report Manager URL http://<servername>/Reports

SharePoint Integrated mode location example.

Location Example
SharePoint Site
Report Library ReportsLibrary
  • If you have selected Native as report server mode, you can enter the name of the folder to deploy the reports to. By using a folder, you can deploy the Reporting Services reports for multiple Dynamics GP instances to a single Microsoft SQL Server Reporting Server.
  • The default folder name is the name of systems database. If DYNAMICS is the system database name, then the Folder Name field is blank. After deploying the reports to the folder, you must to provide access to the folder.
  • Click Next.
  • The Excel Reports Setup window appears if you marked to deploy the Microsoft Excel reports.
Excel Reports Setup

Excel Reports Setup

  • Select the location to deploy the reports to.
  • If you have selected SharePoint as the location to deploy reports to, you can mark the Using SharePoint Online option if you are using the Microsoft Office 365 and want to deploy Excel reports to a reports library in the SharePoint Online 2010.
  • Mark the Using SharePoint Online option to deploy the reports only in the Dynamics GP desktop client. Reports will not be deployed for the MS Dynamics GP Web Client.

SharePoint location example:

SharePoint Site
Data Connections Library
Report Library ReportsLibrary
  • Make sure that you use the backward slashes when you are entering the location for reports even if you are using a UNC path. You should also be sure that the location does not end in a slash.
  • In the Additional Tasks window, you can choose to perform the additional procedures, start Dynamics GP, or end the installation. If you select any task, select Process; otherwise, click Exit.

Installation Options in Dynamics Utilities

When using Microsoft Dynamics GP Utilities, you can select an installation option to use default settings or to provide your own custom settings. If you select the Basic option, the default settings for the system database, the account framework, and the system password are provided. If you select the Advanced option, you’ll provide the settings to create the database, the account framework, and the system password.

The following table compares the Dynamics GP Preparation with Default Settings of the Basic option with the custom settings of the Advanced option.

Setting Basic installation Advanced installation
System database The system database files are created at default locations defined in the SQL Server. The typical default location is \Program Files\Microsoft SQL Server\MSSQL\dat. You can specify the locations where system database files are created in the SQL Server.
Account framework Following account, framework is created for you.
Maximum number of segments: 5
Maximum Account Length: 45
Length of each segment: 9
Sorting Options: No sorting options by segment
The Account preview: xxxxxxxxx-xxxxxxxxx-xxxxxxxxx-xxxxxxxxx-xxxxxxxxx
You can design your account framework by entering the maximum for the account length, the number of account segments, and the length of each segment. You also can select sorting options.
System password The system password is blank. This means that all the users will have access to system-wide setup information. You can enter this password in the Microsoft Dynamics GP. You can enter a password for the system-wide setup information.

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