How To Configure SharePoint 2010

Ian Grieve2 minute read0 comment

SharePointIn the last couple of posts I have taken a look at installing the SharePoint prerequisites and SharePoint itself and in this one I’ll be taking a look at configuring the new SharePoint installation.

I do need to give the warning I gave in the last post; I am not a SharePoint consultant, so please do not follow these posts to install SharePoint as a live system. I was installing it just to see if I could install it, if it would work and, ultimately, so I could install Business Portal for a demo.

This post picks up where the previous ended with the Configuration Wizard being launched. To proceed, click through the Configuration Wizard, click Next:

Welcome to SharePoint Products

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Microsoft Dynamics GP 2013 Financial Management Has Been Published

Ian Grieve2 minute read1 Comment

Microsoft Dynamics GPMy second book, Microsoft Dynamics GP 2013 Financial Management has been published and is available now from Packt Publishing.

This is my second book, the first being the Microsoft Dynamics GP 2013 Cookbook, and is the third piece of my work Packt Publishing have released this year (the first being the Microsoft Dynamics GP Techniques Online Leaning Course);

Microsoft Dynamics GP 2013 Financial Management by Ian Grieve

With this book you will:

  • Discover how to improve financial management in Microsoft Dynamics GP 2013
  • Learn the key financial management modules in Microsoft Dynamics GP 2013
  • Improve your abilities with Microsoft Dynamics GP 2013 to gain a better understanding and control of your business

The modules covered in Microsoft Dynamics GP 2013 Financial Management are:

  • Analytical Accounting
  • Cash Flow Management
  • Budgets
  • PO Commitments
  • Encumbrance Management

You can buy Microsoft Dynamics GP 2013 Financial Management from here.

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How to Install SharePoint 2010

Ian Grieve1 minute read0 comment

SharePointIn the last post I took a look at installing the SharePoint prerequisites so in this one I’ll be taking a look at installing SharePoint itself.

I do need to give the warning I gave in the last post; I am not a SharePoint consultant, so please do not follow these posts to install SharePoint as a live system. I was installing it just to see if I could install it and see if it would work.

To install SharePoint, start the installer and select Install SharePoint Server:

SharePoint Server 2010

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How to Install SharePoint 2010 – The Prerequisites

Ian Grieve2 minute read2 Comments

SharePointI was having a fiddle around a while ago, after I built my new home server, with SharePoint and thought I’d post a short series of posts up to remind myself of how to do the install again.

I don’t typically work with SharePoint as that is in the purview of other consultants at work, but I do need to interact with it for items such as Business Portal. Which is why I decided to have a go at installing it. Before anyone says, I know there is a new version of SharePoint now, but this is the version I had available to me when I did the install and I’m about to move house so don’t have everything setup at home to do a SharePoint 2013 install.

If you do follow these posts and install SharePoint, please don’t do so on a live system. Only use the resulting SharePoint for GP/other demos.

First step, is to install the prerequisites (very easy if you have an Internet connection):

Microsoft SharePoint Server 2010

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Please Vote For MS Connect Suggestion – Management Reporter Default Page Setup

Ian Grieve2 minute read0 comment

Microsoft Dynamics GPI realise this probably won’t interest the American readership, but I would appreciate it if you could vote for an MS Connect suggestion I have logged for Management Reporter.

In Management Reporter there is no way to change the default page setup except by editing each Report Definition.

This is an issue in the UK because the default page size here is A4 rather than Letter (as is common in the US). This means that every single new report created needs to be edited to have an A4 page size.

I think it would be incredibly useful if there was a global page setup which could be defined and would be the default for every single new report created in Management Reporter. Not only would it allow for a default page size, but also allow for a global default margin size or to choose between portrait and landscape as the default orientation.

If you think this suggestion is a good one, then please vote here and tell Microsoft how many people would benefit.

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Management Reporter Not Remembering The Default Company

Ian Grieve2 minute read2 Comments

Microsoft Dynamics GPI am definitely in a Management Reporter zone at the moment. A recent issue I’ve dealt with was where Management Reporter was not remembering the Default Company, so each time a user opened Management Reporter they had to reset it before they could use Management Reporter Report Designer.

A little checking round and this turned out to be a problem with the configuration of Citrix XenApp which is clearing down the user profiles each time the user logged off.

Management Reporter stores the users default company in a configuration file located in %LOCALAPPDATA%\Microsoft\Management Reporter\ and this data was being cleared down each time they logged off Citrix. What keyed me into this being the problem was when I got a user to close Management Reporter and reopen it without logging off Citrix and they did not then need to select the default company; they only needed to do this after logging all of the way out.

The solution to the problem is to change the configuration of Citrix so that the configuration file is not deleted when the user logs off. Once this is done, the Default Company will be remembered.

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Coming Soon: Microsoft Dynamics GP 2013 Financial Management

Ian Grieve2 minute read1 Comment

Microsoft Dynamics GPWith an expected release date of September 2013, the Microsoft Dynamics GP 2013 Financial Management book is to be released.

This is a brand new book focused on financial management within Microsoft Dynamics GP 2013 by me (I’ve been fairly busy this year);

Microsoft Dynamics GP 2013 Financial Management by Ian Grieve

With this book you will:

  • Discover how to improve financial management in Microsoft Dynamics GP 2013
  • Learn the key financial management modules in Microsoft Dynamics GP 2013
  • Improve your abilities with Microsoft Dynamics GP 2013 to gain a better understanding and control of your business

The modules covered in Microsoft Dynamics GP 2013 Financial Management are:

  • Analytical Accounting
  • Cash Flow Management
  • Budgets
  • PO Commitments
  • Encumbrance Management

This is my second book after the Microsoft Dynamics GP 2013 Cookbook, and you can pre-order the Microsoft Dynamics GP 2013 Financial Management direct from Packt Publishing.

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Microsoft Dynamics GP 2013 SP2 Has Been Released

Ian Grieve2 minute read1 Comment

Microsoft Dynamics GPAfter an initial announcement back in July that service pack 2 for Microsoft Dynamics GP 2013 was scheduled for release in Q4 this year, I am amazed that it was released yesterday. When it was talked about as Q4 I imaged that meant later in Q4 as Errol Schoenfish said there will be a Feature of the Day series running in September so I assumed (which is bad) that this meant the release would follow rather than precede these posts.

The Dynamics GP Support and Services Blog has full details of the new service pack.

The new DVD can be downloaded by Partners or Customers (with relevant PartnerSource or CustomerSource logins).

Or if you want the service pack only, Partners or Customers (with relevant PartnerSource or CustomerSource logins).

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Management Reporter Column Layouts For Previous Years

Ian Grieve2 minute read2 Comments

Microsoft Dynamics GPA client in the process of migrating from FRx to Management Reporter 2012 recently asked how to configure the Column Definition in Management Reporter so they could get the same information as they did from FRx.

When I looked into it I found that the Column Layout in FRx was not set up in a way that the Migration Wizard will translate across correctly, as the FRx Column Layout hasn’t been configured in the recommended way.

The Column Layout was configured with columns for previous years as shown below with a Period Code of 1 To 13 and a Current Per/YTD of YTD;

FRx Column Layout For Previous Year

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FRx – Such A Small Typo, Such A Big Effect

Ian Grieve2 minute read0 comment

Microsoft Dynamics GPSometimes it is difficult to see the cause of a problem. We’re in the process of upgrading a heavily customised installation of Microsoft Dynamics GP for a client and are installing the new version on a new environment.

When it came to installing FRx I had a bit of a problem. I had installed and configured it on the SQL Server without any problem, but when I installed it on a Terminal Server I ran into the following error;

FRx Professional - FRx32.OSFIMain.CheckOFSIConnection - 8900: Frx is unable to open a connection to the general ledger database because the specified ODBC data source is not value. Verify that the data source exists on the computerFRx Professional – FRx32.OSFIMain.CheckOFSIConnection – 8900: Frx is unable to open a connection to the general ledger database because the specified ODBC data source is not value. Veryify that the data source exists on the computer

Continue reading “FRx – Such A Small Typo, Such A Big Effect”

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