Chapter 4: Role Tailored Client Install

CHAPTER 4: ROLE TAILORED CLIENT INSTALL

Objectives
The objectives are: Install Microsoft Dynamics NAV 2009 Demo version on a Single Computer Install Dynamics NAV 2009 Clients on a Network Once installed you can launch the Microsoft Dynamics NAV 2009 Role Tailored 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: Windows XP SP2 Windows Vista Windows Server 2003 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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Whats New for Microsoft Dynamics NAV 2009 Installation and Development

Install 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: Role Tailored client 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.

Installation Steps
To install Microsoft Dynamics NAV 2009 with sample data on a single computer, follow these steps: 1. Run setup.exe.

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Chapter 4: Role Tailored Client Install

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

FIGURE 4.1 MICROSOFT DYNAMICS NAV 2009 INSTALLER

2. 3. 4. 5.

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

The following components are installed: Role Tailored 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).

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Whats New for Microsoft Dynamics NAV 2009 Installation and Development
After you install the product, start the Role Tailored client or the Classic client on the Start menu. In Windows Vista, to run the Classic client or Role Tailored 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.
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 Role Tailored client and Classic client can be installed on a different computer from where you install Microsoft Dynamics NAV Server. The clients are supported on the following operating systems: Windows XP SP2 Windows Vista Windows Server 200 Windows Server 2008

Installation Steps
To install the Role Tailored Client and the Classic Client on separate computer on the network Microsoft Dynamics NAV Server computer, follow these steps: 1. Run setup.exe.

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Chapter 4: Role Tailored Client Install

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

FIGURE 4.2 THE MICROSOFT DYNAMICS NAV 2009 INSTALLER

2. Click Next. To agree with the license agreement terms, click I accept 3. Click Choose an installation option. The Choose an installation option page appears. 4. Click Clients. The Specify parameters page appears with Role Tailored client and Classic client options. 5. Click Role Tailored client. The Installation Parameters dialog box appears. 6. Enter the following parameters to connect a Role Tailored 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.

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Whats New for Microsoft Dynamics NAV 2009 Installation and Development
NOTE: No parameters are specified for the Classic client.

7. Click Apply. 8. Click Install. Installed Product Components The following components are installed: Next Steps After installing the product, start the Role Tailored client and the Classic client from the Start menu. In Windows Vista, to run the Classic client or Role Tailored 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.

Role Tailored 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.

Start the Role Tailored 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 possibility of customizing all of these parts of the program to make them better fit the user's needs.

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Chapter 4: Role Tailored Client Install

Begin on the Start Menu
Launch the Role Tailored Client by going to the start menu on you Server's user interface. Select Microsoft Dynamics NAV 2009.

FIGURE 4.3 ROLE TAILORED 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 for use with the client, if it is not already setup on your system. Your Role Center 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 days work. It can contain the following parts: Activities The Activities part contains stacks of documents, called Cues click a Cue to open the corresponding list or journal. Outlook The Outlook part 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 Your Role Center may contain one or more graphs that display information that is relevant to your work.
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Whats New for Microsoft Dynamics NAV 2009 Installation and Development
Hover Functionality Hover the cursor over a part of the chart to see the related data in text. Notifications In My Notifications, you can see 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 Your Role Center 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.

Navigate in the Role Tailored Client

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

FIGURE 4.4 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 days work.

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Chapter 4: Role Tailored Client Install

It can contain the following parts: Activities The Activities part contains stacks of documents, called Cues click a Cue to open the corresponding list or journal. Outlook The Outlook part 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 Your Role Center may contain one or more graphs that display information that is relevant to your work. Hover the ponter over a part of the chart to see the related data in text. Notifications In My Notifications, you can see 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 Your Role Center 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.

Shortcuts in the clients

The following table indicates the shortcuts in the Role Tailored Client and the Classic Client: Shortcuts in the Classic client Alt+F5 Alt+F9 Alt+Arrow Left Shortcuts in the Role Tailored client Not supported Not supported Alt+Arrow Left Description Get warehouse documents No Actions Accelerator to move to the previous page in the navigation travel history Accelerator to move to the next page in the navigation travel history Switch between open items Select all (copy) Copy Export to Excel Find/Navigate Form

Alt+Arrow Right

Alt+Arrow Right

Alt+Tab Ctrl+A Ctrl+C Ctrl+E Ctrl+F

Alt+Tab Not supported Ctrl+C Ctrl+E Ctrl+F

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Whats New for Microsoft Dynamics NAV 2009 Installation and Development
Shortcuts in the Classic client Ctrl+L Ctrl+N Ctrl+O Ctrl+P Ctrl+R Ctrl+V Ctrl+W Ctrl+X Ctrl+Z Ctrl+F1 Ctrl+F2 Ctrl+F3 Shortcuts in the Role Tailored client Ctrl+L F8 Ctrl+N Open a company Print Replace Paste Export to Word Cut Undo Toggle mark Open Designer Split line; used in Warehouse, for example, Form 5770 Cancel or close the current task or window, unless it is the main window Show ledger entries Switch between open windows Add a table filter (show results/Advanced filter) in the filter pane Reconcile Release a document Expand or collapse tree Show dimensions (Service Lines) when user want to close an Service Order (Service Shipment Lines) used by service example Form5975 Description Show links Create new or Insert

Ctrl+O Ctrl+P Not supported Ctrl+V Ctrl+W Ctrl+X Ctrl+Z Not supported Not supported Ctrl+Shift+M

Ctrl+F4

Esc

Ctrl+F5 Ctrl+F6 Ctrl+F7

Ctrl+Shift+N ALT+TAB Ctrl+Shift+T

Ctrl+F9 Ctrl+F11 Ctrl+Shift+A Ctrl+Shift+D Ctrl+Shift+I

Ctrl+Shift+Z Ctrl+Shift+R Ctrl+Shift+U Ctrl+Shift+D Ctrl+Shift+I

Ctrl+Shift+F7

Ctrl+Shift+A

Clear all filters in filter pane

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Chapter 4: Role Tailored Client Install

Shortcuts in the Classic client Delete End

Shortcuts in the Role Tailored client Delete End

Description Clear selected text 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. Cancel or close the current task or window, unless it is the main window Display Help

Esc

Esc

F1 F2

F1 F2 Ctrl+Shift+E

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

F3

F8 Ctrl+N Ctrl+ +

F4 F5 F6 F8 F9 F10 F11 F12 Shift+F1 Shift+F2 Shift+F5

Ctrl+D Ctrl+Shift+L F4 Ctrl+U

Delete List Lookup; Launches AssistEdit Copy previous Open statistics on a card Focus on the menu bar and display key tips Post a document Focus on the navigation pane What's This Lookup; Launches AssistEdit Open a card or a document

Ctrl+R Ctrl+Shift+J F10 F9 F12 Not supported F4 Ctrl+U

Ctrl+Shift+C

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Whats New for Microsoft Dynamics NAV 2009 Installation and Development
Shortcuts in the Classic client Shift+F6 Shift+F7 Shift+F8 Shift+F9 Shift+F11 Shift+F12 Shift+Tab Shortcuts in the Role Tailored client Not supported Ctrl+Shift+F Ctrl+Shift+S Ctrl+Shift+Y Shift+F9 Not supported Shift+Tab Description Drill down Add a FlowFilter (limit totals) in the filter pane Sort, or focus on sort in filter pane Apply entries Post and print a document Open Object Designer 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. 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. Key tips on action pane; focus on command bar; same as F10 Launch action menu Launch related information Open Microsoft Dynamics NAV menu Launch action pane Launch report Open the lookup menu when focus is on a cell with a drop-down menu Delete shows extended tooltip on a validation error

Tab

Tab

Not applicable

Alt

Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable

Alt+A Alt+I Alt+M Alt+P Alt+R Alt+Arrow Down

Not applicable Not applicable

Ctrl+D Ctrl+F1

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Shortcuts in the Classic client Not applicable Not applicable

Shortcuts in the Role Tailored client Ctrl+F10 Ctrl+Arrow Down

Description Turn on or off key tips in the action pane Move the focus down while the selected line stays selected Move focus to first cell in a row Move focus to last cell in a row Move the focus up while the selected line stays selected On the filter pane, deletes a filter Move to the last cell of the entire grid Move to the first cell of the entire grid On the filter pane, adds a filter Open (Journals, worksheets, accounts schedules) Edit list View list Open a card or a document in View mode In View mode, open a list in a new List Task page in a new separate window Exit Insert a new line in a grid Focus on the filter pane Refresh the current page

Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable Not applicable

Ctrl+Arrow Left Ctrl+Arrow Right Ctrl+Arrow Up Ctrl+Delete Ctrl+End Ctrl+Home Ctrl+Insert Ctrl+Shift+B Ctrl+Shift+K Ctrl+Shift+L Ctrl+Shift+V Ctrl+Shift+W

Not applicable Not applicable Not applicable Not applicable

Ctrl+Shift+X Ctrl+ + F3 F5

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Whats New for Microsoft Dynamics NAV 2009 Installation and Development
Shortcuts in the Classic client Not applicable Shortcuts in the Role Tailored client F6 Description 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. Key tips on action pane; focus on command bar; same as Alt Focus on address bar 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. Move backward through screen elements such as panes or FastTabs, with focus on the first part of a pane

Not applicable

F10

Not applicable Not applicable

F11 Home

Not applicable

Shift+F6

Summary
This chapter covers the installation of Microsoft Dynamics NAV 2009 Role Based Client: 1. The installation of the full Role Tailored Client installation for demnstartion purposes was covered 2. The installation of the Role Tailored Client on a Network was discussed. 3. Launched the Role Tailored Client 4. Learned to navigate in the Role Center 5. Discussed the shortcuts in the Classic Clint and the Role Tailored Client

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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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Whats New for Microsoft Dynamics NAV 2009 Installation and Development

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