Dynamics NAV - Installation checklist

1        MS SQL Installation

1.          Ensure the Server name is accurate if it is a new server.

2.          Make sure the date and time is set accurately.

3.          SQL Server Installation:

a)          Configure Windows Firewall: http://technet.microsoft.com/en-us/library/cc646023.aspx

                                                       i.     Database Engine access requirements:

1.          Inbound rule for local port 1433

2.          Inbound rule for SQL application C:\Program Files\Microsoft SQL Server\MSSQL11.MSSQLSERVER\MSSQL\Binn\Sqlservr.exe

                                                       ii.     Analysis Services access requirements:

1.          For a default instance of SQL, create an inbound rule for port 2383. The execute the following commands:

a.          netsh advfirewall firewall add rule name="SQL Server Analysis Services (tcp-in) on 54321" dir=in action=allow protocol=TCP localport=54321 profile=domain

b.          netsh advfirewall firewall add rule name="SQL Server Analysis Services inbound on TCP 2383" dir=in action=allow protocol=TCP localport=2383 profile=domain

2.          For a default instance of SQL, create an inbound rule for port 2382. Verify that you can browse to the instance by trying to connect to the instance using the syntax <servername>\<instancename>.

                                                       iii.     Report Server access requirements:

1.          Inbound rule for local port 80.

b)          Activate .Net 3.5 if the machine is Server 2012 using Add Roles and Features from Server Manager. Server 2010 has .Net 4.0 installed but SQL searches for 3.5. (Recommended to add the Application Server Role on the Server)

c)          Once all the prerequisite checks are complete and all successful, you will be required to select SQL Server Features to install. The following are the minimum features required for NAV:

                                                       i.     Database Engine Services.

                                                       ii.     Management Tools – Basic

                                                       iii.     Management Tools – Complete

                                                       iv.     Analysis Services (Optional)

                                                       v.     Reporting Services (Optional)

2        NAV Server Installation

1.      Ensure that Microsoft Outlook and Excel 2010 or later versions are installed on the server.

2.      Ensure that the Microsoft Search service is installed and activated.

3.      Ensure that the “SQL Server”, “SQL Database Agent”, “SQL Server Browser”, “SQL Server Analysis Service” and SQL Server Reporting Services” services startup type is set to automatic and are running.

4.      Launch Setup file from installation media.

5.      Select “Installation Option” from the Dynamics NAV Setup screen.

a)      Note: Monitor the installation ensure that SQL Express is not installed if SQL Standard is already installed and will be the default database application. If SQL Standard is not installed or recognized, the installation process will install SQL Express Server 2010.

6.      Select “Server” for the installation option.

7.      Highlight all options top install and the click on “Apply” to start the installation.

8.      Upon completion of the installation, log into SQL Management Studio to confirm that the “Demo” database was successfully created.

3        NAV Developer and Client Installation

1.      Launch the setup from installation media.

2.      Select “Add or remove components”

3.      Under Microsoft Dynamics NAV, select “Client” to install and then select “Development Environment” and “Microsoft Office Excel Add-in” and then click next.

4.      In the “Specify Parameters” window, type “Demo” in the SQL Database field, then click “Apply”.

5.      Launch Dynamics NAV Administration Tool, select the DynamicsNAV71 instance, and click on Edit” and update the database server field with the appropriate name and then click on “Save”.

6.      Restart the DynamicsNAV71 service by right clicking on the instance and click “Restart”.

7.      Once complete, launch Dynamics NAV client to determine if the installation was successful. If the application launches successfully into the demo company, the installation process is completed.

4        Additional resources:

b)      Basic Installation: http://blogs.msdn.com/b/nav_developer/archive/2008/11/05/basic-sql-overview-of-nav-specific-sql-features-for-application-consultants.aspx

c)      To rename a server that is running SQL , you will need to perform the following steps:

                                                       vi.     For a SQL server with a default instance:

1.          Rename the computer in Computer Properties.

2.          Execute the following query:

sp_dropserver <old_name>;

GO

sp_addserver <new_name>, local;

GO

3.          Execute the query to see if the query was successful:

SELECT @@SERVERNAME AS 'Server Name';

4.          To view the instance name:

select @@servername + '\' + @@servicename

                                                       vii.     For a server with a named instance:

1.          Rename the computer in Computer Properties.

2.          Execute the following query:

sp_dropserver <old_name\instancename>;

GO

sp_addserver <new_name\instancename>, local;

GO       

3.          Execute the query to see if the query was successful:

SELECT @@SERVERNAME AS 'Server Name';