Professional Documents
Culture Documents
Contents
Introduction 1
Audience ................................................................................................................................... 2
Installation Preparation 3
Overview ................................................................................................................................... 3
What You Must Know about User Account Control .................................................. 3
Summary of Tasks for New and Existing Installations ............................................. 3
Preinstallation Checklist .......................................................................................................... 6
Installation Options ................................................................................................................ 11
Troubleshooting 61
Repairing a Microsoft Dynamics SL Installation .................................................................. 61
Restoring System Database Table Views ............................................................................. 62
Technical Resources .............................................................................................................. 64
Section Contents ..................................................................................................... 64
iv Installation Guide
Appendixes 71
Appendix A: SQL Server Optimization Notes ......................................................................... 71
Supported Microsoft SQL Server Versions ............................................................. 71
Microsoft SQL Server ............................................................................................... 71
Appendix B: Changing the Database Authentication Mode ................................................. 73
Considering whether to change the database authentication mode .................... 73
To change the database authentication mode later .............................................. 73
Appendix C: Creating SQL Server Users and Logins ............................................................. 78
Appendix D: Getting Support ................................................................................................. 80
Important Telephone Numbers and Internet Addresses ....................................... 80
Index 81
Introduction 1
Introduction
This guide provides instructions for installing Microsoft Dynamics® SL in the following
environments:
Operating System
• Microsoft Windows® 10 or later versions
• Windows Server® 2012 R2 or later versions
• Windows Server® 2016 or later versions
Note:
• See the System Requirements for Microsoft Dynamics® SL 2018 CU1 and the System
Requirements for Microsoft Dynamics® SL 2018 Web Applications that are available for
download from the CustomerSource website or the PartnerSource website for the latest
operating system versions and service packs supported.
• You can run Microsoft Dynamics SL 32-bit applications by using Windows 64-bit emulation
(WoW64) on the 64-bit version of a supported operating system. When you install the
Microsoft Dynamics SL client in a 64-bit environment, the path of the files is \Program files
(x86)\Common Files\Microsoft Shared\DynamicsSL and \%Windir%\syswow64. The server is
installed in \Program Files (x86)\Microsoft Dynamics\SL\Applications. All Visual Basic® Tools-
developed applications must be compiled to target the x86 architecture.
• If you plan to use Remote Desktop for Windows Server 2012 R2 to provide access to
Microsoft Dynamics SL, you must install the Microsoft Dynamics SL client on the terminal
server (minimum requirement). For maximum performance, we recommend that you do a full
installation.
• Microsoft® SharePoint® Foundation or Microsoft® SharePoint® Server is required if you plan
to use Doc Share to post customer, vendor, or project documents on a SharePoint site. See
the System Manager Help or user’s guide for information about Doc Share.
The following sections are included:
• Installation Preparation — This section provides an overview of preinstallation and upgrade
processes and a preinstallation checklist to help you address tasks that you must perform
before you begin installation. This section also describes the options that you see on the
installation options window.
• Guide for New Installations — This section provides steps to help those who currently do not
have Microsoft Dynamics SL installed.
• Upgrading an Existing Installation — This section provides steps to help you upgrade your
present Microsoft Dynamics SL installation.
• Troubleshooting — This section provides solutions, hints, and tips to help you resolve common
installation, setup, and maintenance issues.
• Appendixes — This section provides additional information about Microsoft SQL Server
optimization and other information interesting to some readers.
2 Installation Guide
Audience
We designed this installation guide for anyone from novice software installers to veterans of the
process. It includes checklists and other aids to help make your installation a successful
experience.
Installation Preparation 3
Installation Preparation
This section will help you prepare for a Microsoft Dynamics SL installation. The section includes
the following:
• Overview — Read this section for a summary of the installation process and related setup
tasks.
• Preinstallation Checklist — You must perform many of the tasks on this list before you begin
your installation.
• Installation Options — This section describes what you see on the installation options window.
Overview
The Setup program for Microsoft Dynamics SL detects operating environment characteristics and
installs the components that are appropriate for that environment. Setup also prompts you to
answer necessary questions up front so that file copying can continue efficiently.
Preinstallation Checklist
The following checklist is provided to help you prepare for a Microsoft Dynamics SL installation
and to give you a record to refer to during future upgrade installations.
Note:
• Microsoft .NET Framework 4.5 is a prerequisite for the Microsoft Dynamics SL client
installation. After the .NET Framework installation is complete, you must restart the computer
before you begin the client installation. To install the .NET Framework, see “.NET Framework”
on page 43.
• Make sure that you determine whether your system meets the minimum configuration needs
before you install this release. The System Requirements for Microsoft Dynamics® SL 2018
CU1 and the System Requirements for Microsoft Dynamics® SL 2018 Web Applications that
are available for download from the CustomerSource website or the PartnerSource website.
They provide information to help you with this task.
• The input of other people during the installation process might be helpful and, in some cases,
necessary. For example, you might have to talk to your database administrator when
questions arise about how to store your data. Make sure that the resources that you must
have are available during preinstallation planning and during the installation or upgrade
process.
• If you plan to use Microsoft Office and Microsoft Dynamics SL on the same workstation, install
Microsoft Office first, followed by Microsoft Dynamics SL.
• Microsoft Dynamics SL screens work with email through Microsoft Visual Studio Tools for
Office, (VSTO). VSTO enables Microsoft Dynamics SL screens to communicate with Microsoft
Office Outlook through an add-in. This add-in is named Microsoft Dynamics SL Outlook Add-in
and is included in the Microsoft Dynamics SL client installation.
When you run a screen that works with email for the first time, Microsoft Dynamics SL will try
to install the add-in. Depending on your computer’s configuration, you may see a window
asking for permission to install the add-in. If Outlook is running while the add-in is installed,
the computer must restart to finish installing the add-in. You can install the add-in before you
need it for the first time. To install the add-in manually see “Microsoft Dynamics SL Outlook
Add-in” on page 41.
Note: The add-in must be installed one time on each workstation computer by each user who
runs a screen on the workstation computer that works with email. Upon uninstall of the
Microsoft Dynamics SL client, we recommend that the add-in also be uninstalled by each user
who installed it. To uninstall the add-in see “Microsoft Dynamics SL Outlook Add-in” on page
41.
❑ (Optional) On the lines that follow, record the computer name(s) of the workstations where
you will install the Microsoft Dynamics SL client. Attach a separate sheet of paper if you need
more space.
_____________________________________________
_____________________________________________
_____________________________________________
_____________________________________________
_____________________________________________
❑ Locate the Microsoft Dynamics SL 2018 CU1 installation package.
What does the installation package contain?
The Microsoft Dynamics SL installation package contains the system and application files.
This includes the Microsoft Dynamics SL Software Development Kit. In addition, the
installation package includes Web Services, the Microsoft Dynamics SL user’s guides, and the
Release Notes and Summary of Changes documents.
❑ On the line that follows, record the Microsoft Dynamics SL edition that you will install.
_____________________________________________
Which Microsoft Dynamics SL edition should I install?
During installation, you must select the Microsoft Dynamics SL edition to install.
The Business Ready Licensing editions and their product codes are as follows:
• Business Essentials — Business Essentials = 60
• Advanced Management — Advanced Management = 61
The Modular Licensing editions are available so that you can add modules to an existing
installation. If you select this option, you also have to select one of the following:
• Single-User Standard — Single-User Standard (Solomon Single User) = 49
• Multi-User Standard — Multi-User Standard (Solomon Multi-User) = 48
• Professional — Professional (Solomon) = 47
If you want more help determining which edition to install, contact a Microsoft Certified
Partner or log on to VOICE at https://mbs2.microsoft.com/voice/ to view your configuration
details and license keys.
❑ If you are installing Microsoft Dynamics SL for multiple users over a network, identify the
mapped server share where you will install. Verify that available disk space is sufficient for
your installation. For additional help in determining configuration requirements, contact a
Microsoft Certified Partner.
❑ Review “Creating Databases” on page 21 to determine the following:
• Which databases will be created during this installation
• Their approximate sizes
• The server and path of the location where they will be stored
• Their names
• Their types
Record the information on the lines that follow. Contact your database administrator, a
Microsoft Certified Partner, or technical support for help.
8 Installation Guide
Note:
• Your installation must include at least one system database. In addition, the system
database and all associated application databases must exist within the same instance
of SQL Server. Compatibility mode 120 is the default for new and upgraded Microsoft
Dynamics SL databases.
• You must also decide whether you will create demo databases. Demonstration databases
are useful for training and for testing unfamiliar areas of the software without affecting
your live data.
Empty Databases
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
Demo Databases
Demonstration companies are included with Microsoft Dynamics SL. If you decide to create
demo databases, the options in the Database Maintenance (98.290.00) screen are as
follows:
• Demo – Business Ready Editions ─ System and application databases are created based
on the software package that you select when you install Microsoft Dynamics SL (see
“Which Microsoft Dynamics SL edition should I install?” on page 7). The application
databases are SLDemoApp10 (companies 0010 and 0020) and SLDemoApp60
(companies 0060, 0070, and 0080). The demo system database for both companies is
SLDemoSystem.
• Demo – Professional Edition ─ The application databases are SLDemoApp10 (companies
0010 and 0020) and SLDemoApp60 (companies 0060, 0070, and 0080). The demo
system database for both companies is SLDemoSystem.
• Demo – Standard Edition ─ The application database is DemoStandardApp51 (company
0051). The system database is DemoStandardSystem.
Use these names for your demo databases if you can do this.
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
_________________________________________ ❑ System ❑ Application
_________________________________________ Server (include path)
❑ On the line that follows, record the SQL Server version installed on the computer where you
will create or update the Microsoft Dynamics SL databases.
_____________________________________________
Installation Preparation 9
For more information about how to determine the Microsoft SQL Server version, see “How to
determine the version and edition of SQL Server and its components” at
http://support.microsoft.com/kb/321185 or contact a Microsoft Certified Partner.
❑ Load or install all required and related software and hardware resources on the server and
workstations where you will install Microsoft Dynamics SL. Make sure that all environment
settings are correct.
❑ Determine whether you will install the Microsoft Dynamics SL Software Development Kit
(SDK).
Note: A full installation of Microsoft Dynamics SL is required on a computer where you plan to
install the Microsoft Dynamics SL SDK. A client-only installation is insufficient and causes the
Microsoft Dynamics SL SDK installation to fail.
How can I determine whether I should install the Microsoft Dynamics SL SDK?
Check whether the Microsoft Dynamics SL Software Development Kit is included in your
license keys, or confirm that you should install the Microsoft Dynamics SL SDK by contacting
a Microsoft Certified Partner.
❑ Perform a system backup on the server where you will install Microsoft Dynamics SL. Contact
your system administrator for help.
Note: If you are updating an existing installation of Microsoft Dynamics SL, make sure that
you create a backup of all custom Crystal Reports in your existing Microsoft Dynamics SL
installation so that you can restore them after you install this release. See “Updating Custom
Crystal Reports” on page 60 for more information.
❑ You must log on as an administrator or as a member of the local Administrators group at the
server where you will install Microsoft Dynamics SL. Failure to do this causes problems in the
installation.
Note: If you use Active Directory, you may log on as a member of the Domain Administrators
group that must be part of the local Administrators group.
You must have Administrator rights to perform a full installation or client installation on a
computer that is running Windows Server because the installation process updates the
Windows registry. You might also have to restart the server during or after installation.
❑ On the server where you will install Microsoft Dynamics SL, close all currently running
programs and stop SQL Server services. For more information, see SQL Server Books Online
for your SQL Server release.
Note:
10 Installation Guide
• Because Microsoft Dynamics SL Setup may have to update files that are used by other
programs or services, it is important to complete this step before you start the
installation.
• Remember to restart the SQL Server Agent service when you restart SQL Server, if you do
not have SQL Server Agent service set to restart automatically when you restart the
computer. If SQL Server Agent does not restart, any backups or other jobs scheduled in
SQL Server will not run.
• Do not disable virus detection/protection software.
❑ If an earlier version of Microsoft Dynamics SL is installed (Release 4.x, 5.x, 6.x, 7.x, 2011, or
2015), you must export all screen customizations. The Export Customizations (91.500.00)
screen helps you to perform this task (see the Customization Manager Help or user's guide).
Make sure that you store the export file in a safe location.
You can also use the VBA Code window to export the customization’s Visual Basic code for
safekeeping (for more information, see “Export Customizations” on page 49). In addition,
print the customization code from the Visual Basic for Applications integrated development
environment (VBA IDE). Having a printed copy of the customization code will be helpful if you
have to rebuild a customization.
❑ If an earlier version of Microsoft Dynamics SL is installed (Release 4.x, 5.x, 6.x, 7.x, 2011,
2015), you must remove the earlier release. Remove the earlier version first from all
workstations and then from the server where it is installed before you start this installation. If
you do not remove the earlier release, the software will require you to do this.
How do I remove an earlier release of Microsoft Dynamics SL?
Make sure that you perform a system backup before you follow these steps:
1. Open Control Panel, and then open Programs and Features.
3. Locate the Microsoft Dynamics SL release on the list of currently installed programs, and
then click to select it.
Note: If you are performing these steps on the server where the earlier release is
installed, you must remove all Microsoft Dynamics SL clients installed on workstations
and on the server first before you remove Microsoft Dynamics SL. For more information,
see “Removing an Existing Installation” on page 50.
2. Click Remove or Uninstall.
❑ Uninstalling/Installing the Microsoft Dynamics SL Outlook add-in. If you installed an earlier
version of the Microsoft Dynamics SL Outlook Add-in, we recommend that you uninstall the
Microsoft Dynamics SL Outlook add-in, and then reinstall the add-in from the installation
package. You should do this immediately before or immediately after you uninstall the
Microsoft Dynamics SL client.
Note: Different from the client that must be uninstalled one time on each computer; each
user who ran a screen that works with email in the client must uninstall the add-in one time.
Before uninstalling the add-in, make sure that neither Outlook nor the Microsoft Dynamics SL
client are running. For information about how to uninstall the add-in, see ”Microsoft Dynamics
SL Outlook Add-in” on page 41.
Your Preinstallation Checklist is now complete! Make sure that you print the checklist so that you
can refer to it during the installation tasks.
Installation Preparation 11
Installation Options
The installation options window appears at the start of the installation process.
Prepare
• View Release Notes — Opens the Microsoft Dynamics SL Release 2018 CU1 Release Notes in
.pdf file format. This document contains information about changes that are important to
those who manage and use Microsoft Dynamics SL applications.
• View Summary of Changes — Opens the Microsoft Dynamics SL Release 2018 CU1 Summary
of Changes in .pdf file format. In this document, you will find a module-by-module list of the
issues this release addresses.
• View Security Guide — Opens the Security Guidelines for Microsoft Dynamics SL Release
2018 in .pdf file format. In this document, you will find security considerations with which you
should be familiar.
• View Installation Guide — Opens the Microsoft Dynamics SL Installation Guide Release 2018
CU1 in .pdf file format.
• View Readme — Opens the ReadMe.txt file.
12 Installation Guide
Install
• Microsoft Dynamics® SL — Starts the installation process.
• Microsoft Dynamics® SL SDK — Starts the installation of CodeInspector, project templates,
Visual Basic DH files, and adds controls to the toolbox in Visual Studio.
• Microsoft Dynamics® SL Legacy Controls — Starts the installation of the previously used VB6
controls, the 2011 to 2015 code converter, Visual Basic DH files for the server, and adds the
legacy controls to the toolbox in Visual Studio. This is useful for developers upgrading projects
that used the VB6 controls and for clients who need the VB6 controls to run a custom screen
that has not been upgraded to use newer controls.
• User Guides — Installs the application user’s guides. This includes the Microsoft Dynamics SL
Software Development Kit and the Visual Basic .NET Conversion Toolkit for Microsoft
Dynamics SL.
Hint: You can make the user guides more easily available to users by creating a shortcut
to the folder where you install the files and then adding the shortcut to users’ desktops.
Additional Products
• Crystal Reports® — Starts the Business Objects Crystal Reports installation process.
• Business Analyzer – Opens the Business Analyzer submenu
Note: To read or print the license agreement details or the privacy statement after the
software is installed, click Help | About Microsoft Dynamics® SL in the Microsoft Dynamics
SL window. Then click either View the Microsoft Software License Terms or Read our privacy
statement.
To agree to the terms of the license agreement and continue with the installation, click I
accept the terms in the License Agreement, and then click Next. If you do not accept the
terms in the License Agreement, click Cancel. The installation closes.
If you agreed to the license agreement terms, Custom Setup appears.
5. By default, all SDK features are selected. If you do not want to install a specific feature, you
can change the setting for each.
• 2011 to 2015 Code Converter – This utility can assist developers to convert an
application that uses the Microsoft Dynamics SL 2011 SDK to use the Microsoft
Dynamics SL 2018 CU1 SDK.
• 2011 Toolbox Controls – Installs the controls used by the Microsoft Dynamics SL 2011
SDK into the Visual Studio Toolbox.
• 2011 Runtime Controls – Installs the controls used by the Microsoft Dynamics SL 2011
SDK.
• Server VB Files – Installs the Solomon.VBTools.vb file that is needed for Microsoft
Dynamics SL 2011 SDK applications.
6. Click Next.
7. Ready to install appears. Click Install.
8. When the installation is complete, Completed appears. Click Finish.
• Microsoft Dynamics SL User’s Guides” on page 38 describes the steps that you must follow to
install the user’s guides.
• “Setting Up Microsoft Dynamics SL on Workstations” on page 44 explains how to configure
workstations that will connect to the new environment.
Guide for New Installations 15
Note: If you are using Active Directory, you must log on as a member of the Domain
Administrators group that must be part of the local Administrators group.
2. Make sure that you have .NET Framework 4.5 installed to prevent an interruption in the
Microsoft Dynamics SL installation. See “.NET Framework” on page 43.
3. Download and extract the installation package. Then, run Setup.exe in the root directory of
the installation package by selecting Start | Run and browsing to the installation package.
If Setup detects an existing installation, Setup prompts you to repair or uninstall the existing
installation before you continue. If existing Microsoft Dynamics SL databases must be made
compatible with Microsoft Dynamics SL 2018 CU1, see “Upgrading an Existing Installation” on
page 47.
5. Microsoft Software License Terms appears. Carefully read the license agreement.
6. (Optional) Click Print to print the license agreement.
Note: You can read or print the license agreement details or the privacy statement after the
software is installed. To do this, click Help | About Microsoft Dynamics SL in the Microsoft
16 Installation Guide
Dynamics SL window. Then click either View the Microsoft Software License Terms or Read
our privacy statement.
7. To agree to the terms of the license agreement and continue with the installation, select I
agree to the license terms and conditions, and then click Next.
If you do not select I agree to the license terms and conditions agreement, and then click
Cancel, Exit Setup appears, prompting you to quit or resume installing.
If you agree to the license agreement terms, Select Edition and Installation Location appears.
8. In Select Edition, choose the appropriate Business Ready Licensing or Module Licensing
edition. Your choice is based on the information that you verified in “Which Microsoft
Dynamics SL edition should I install?” on page 7.
9. Install the Microsoft Dynamics SL program files in the default Installation Location (typically
C:\Program Files\Microsoft Dynamics\SL\Applications) or at least one directory level from the
hard disk root directory (for example, C:\Microsoft Dynamics\SL\Applications\). The folder in
which you install the program files —the SL folder in the example—must be shared in order to
support connections by multiple workstations. Verify that the folder that you want to share is
acceptable for sharing.
• If you want to install the program files in the default Installation Location, click Install to
continue.
• If you want to override the default Installation Location, click the ellipses (…) to locate the
folder to which you want to install the program files. If the destination folder does not
already exist, the Setup program will ask whether it should create the folder. This lets you
confirm that you have selected the correct location. Click Install.
10. Installation In Progress appears and installs both the server and client components. If any
prerequisites are needed, Setup installs them, displaying a status bar message in the window
as it does so.
11. After Setup has installed the selected files, View Readme File is displayed and asks you if you
want to review the ReadMe.txt file. Click Yes.
12. Review the ReadMe.txt file on the screen, or select File | Print to print it.
Guide for New Installations 17
13. After reviewing or printing, close the file by closing Notepad. Install Succeeded appears.
If you use User Account Control (UAC) in Windows, see “Changes Needed for User Account
Control” on page 18 before you create or update the databases.
Now that Setup has finished installing the application files, you can create or update databases.
• If this is a new Microsoft Dynamics SL installation, see “Creating Databases” on page 21.
• If you are upgrading an existing installation, see “Updating Databases” on page 51.
18 Installation Guide
Example:
• 32-bit
• Copy from: C:\Program Files\Microsoft Dynamics\SL\Applications\
• Copy to: C:\Users\Public\Documents\Microsoft Dynamics SL\
• 64-bit
• Copy from: C:\Program Files (x86)\Microsoft Dynamics\SL\Applications\
• Copy to: C:\Users\Public\Documents\Microsoft Dynamics SL\
Change the event log location by editing the Solomon.ini file (see the “[Event Log] Section” topic in
Appendix A of the System Manager Help or user’s guide). In the following example, the Public
folder lets several users share the same file location:
[Event Log]
Directory=C:\Users\Public\Documents\Microsoft Dynamics SL
Guide for New Installations 19
Example:
\Users\<user name>\Documents
\Users\Public\Documents
Some applications where you must make directory choices are as follows:
• System Manager’s Transaction Import (98.500.00), Control Macro Generator (98.510.00),
and Export Customizations (91.500.00)
• General Ledger’s Generate Consolidation (01.500.00)
• Application Server
• Tax updates
20 Installation Guide
Note:
• Microsoft Dynamics SL requires you to install SQL Server by using the default settings for
Sort Order and Character Set.
• In addition, on the Authentication Mode page of the Microsoft SQL Server Installation
Wizard, you must select Mixed Mode (Windows Authentication and SQL Server
Authentication).
3. Follow the instructions in “Appendix A: SQL Server Optimization Notes” on page 71 to set up
SQL Server for use with Microsoft Dynamics SL.
Guide for New Installations 21
Creating Databases
A Microsoft Dynamics SL application database contains all the accounting data for a single
financial entity. A system database contains shared site-specific data such as database field
attributes, edit characteristics, product registrations, customizations, and screen-level security.
You must set up a working application database (also known as a production or empty database)
and a system database before you can begin to create business data.
Retrieve your printout of the Preinstallation Checklist you completed before you installed Microsoft
Dynamics SL. The database information that it contains will be important in the following steps.
In the Database Maintenance (98.290.00) screen, you can create databases by using any of four
scenarios:
• Empty Databases — Use this scenario to create a new system database and a new application
(production) database.
• Demo – Business Ready Editions — Use this scenario to create system and application
databases based on the software package that you chose when you installed Microsoft
Dynamics SL (see “Which Microsoft Dynamics SL edition should I install?” on page 7).
• Demo – Professional Edition — Use this scenario to create a database for demonstrating the
Professional Edition features. This scenario includes demonstration data for the Financial
Management, Inventory and Order Processing, Manufacturing, Field Service Management,
and Project Management and Accounting modules. It also includes Multi-Company support.
• Demo – Standard Edition — Use this scenario to create a single-company database for
demonstrating the Standard Edition features. This scenario contains only Financial
Management Series data.
• Additional Empty Application Database — Use this scenario to create an additional application
database for use with an existing system database.
22 Installation Guide
To create databases:
1. Confirm that the SQL Server service is running. Restart the service if it is necessary. For more
information, see SQL Server Books Online for your SQL Server release
2. In Control Panel, select Administrative Tools, and then Microsoft Dynamics SL Database
Maintenance. Database Maintenance (98.290.00) appears.
3. On the Connect Server tab, type the Destination SQL Server Name.
4. Windows Authentication is the default security mode for accessing the instance of SQL
Server. We recommend this security mode for a Windows user who is running Database
Maintenance (98.290.00) as a SQL Server administrator.
Click SQL Server Authentication if you prefer to use it, and then type the SQL Server “sa”
Login ID and Password for the instance of SQL Server That You will connect with to create the
databases.
5. Click Connect. A message occurs in the status bar that indicates that you are connected to
the instance of SQL Server.
Guide for New Installations 23
7. Follow the setup instructions for the kind of database that you are creating:
• “Creating an Empty Database” on page 24
• “Creating a Demo Database” on page 29
• “Creating an Additional Empty Application Database” on page 33
24 Installation Guide
3. In the System Database Definition area, change the following settings if it is necessary:
• System Database Name
• System Database Size (MB)
• Server Location of Database Files
• Server Location of Transaction Log
4. In the Application Database Definition area, change the following settings if it is necessary:
• Database Name
• Size
• Database Path
• Transaction Log Path
5. Click Ok. The Create Databases tab reappears.
Guide for New Installations 25
Figure 8: Authentication
7. Select an authentication mode, and then click OK. We strongly recommend that you select
Windows authentication to help provide the most secure system. For more information about
authentication modes, see “Considering whether to change the database authentication
mode” on page 73.
8. Verify that you selected the correct authentication mode, and then click OK. If you selected
SQL Server Authentication, go to Step 12. If you selected Windows Authentication, SYSADMIN
Windows User Name appears.
9. In Windows User Name, type the identifier of the Windows user who will be the system
administrator for this database. Type the information by using the domain\username format.
Note:
• A user who is defined as an administrator automatically has access to all screens and
reports within Microsoft Dynamics SL.
26 Installation Guide
• If Microsoft Dynamics SL is running on a network, the user name that you specify here
must be associated with the network’s domain name. You can associate a Windows user
name with a network domain name in Windows User Name in System Manager’s User
Maintenance (95.260.00) to create an additional administrator.
10. If you do not want to let the user create new SQL Server users and logins, clear the Grant this
user permission to create SQL Server logins and users check box. An administrator becomes
a member of the SQL Server SYSADMIN server role if the Grant this user permission to create
SQL Server logins and users check box is selected.
For more information about this check box, see “Appendix C: Creating SQL Server Users and
Logins” on page 78
11. Click OK.
12. If you selected Windows Authentication in the Authentication window, go to Step 0.
If you selected SQL Server Authentication, Security appears.
13. Click Yes to confirm that SQL Server authentication is the authentication mode to be used to
access the computer that is running SQL Server. SQL Master80 Login appears if you have not
yet created the Master80 user.
Click No if you should have selected Windows authentication. The Authentication dialog box
appears. Go to step 6 and repeat the steps to select Windows authentication and to create
the scenario databases.
Note: If you have already created the Master80 user, see step 17.
14. In Password, type a password for the Master80 user which satisfies the strong password
requirements that are listed in the dialog box.
Note: For more information about strong passwords, see the Microsoft Dynamics SL Security
Guide (securityguide.pdf).
15. In Confirm Password, type the password again.
Guide for New Installations 27
17. In the Password box, type a password for the SYSADMIN user which satisfies the strong
password requirements that are listed in the dialog box.
Note: For more information about strong passwords, see the Microsoft Dynamics SL Security
Guide (securityguide.pdf).
18. In the Confirm box, type the password again.
19. Click OK.
20. The “Database creation process complete” message occurs.
If you are finished creating databases, see “Preparing the Demo System and Application
Databases” on page 35.
Guide for New Installations 29
Note: If you select Demo – Business Ready Editions, the system and application databases
are created based on the edition that you chose when you installed Microsoft Dynamics SL.
Note: The demo system database names are SLDemoSystem and DemoStandardSystem.
Demo companies are included, and the application database names for these companies are
listed in the following list. Use these names for your demo databases when you can.
3. In the System Database Definition area, change the following settings if it is necessary:
• System Database Name
• System Database Size (MB)
• Server Location of Database Files
• Server Location of Transaction Log
4. In the Application Database Definition area, change the following settings if it is necessary:
• Database Name
• Size
• Database Path
• Transaction Log Path
5. Click Ok. The Create Databases tab reappears.
30 Installation Guide
7. Select an authentication mode, and then click OK. We strongly recommend that you select
Windows Authentication. For more information about authentication modes, see “Considering
whether to change the database authentication mode” on page 73.
If you selected SQL Server Authentication, go to Step 11.
If you selected Windows Authentication, SYSADMIN Windows User Name appears.
8. In Windows User Name, type the identifier of the Windows user who will be the Microsoft
Dynamics SL administrator for this database. Type the information by using the
domain\username format.
Note: If Microsoft Dynamics SL is running on a network, the user name that you enter here
must be associated with the network’s domain name. You can associate a Windows user
name with a network domain name in Windows User Name in System Manager’s User
Maintenance (95.260.00) screen to create an additional administrator.
9. If you do not want to give the individual the ability to create new SQL Server users and logins,
clear the Grant this user permission to create SQL Server logins and users check box. (By
default, the check box is selected.)
Guide for New Installations 31
Clearing the check box implies that the database administrator will generate SQL Server users
and logins manually by using SQL Server tools. See “Appendix C: Creating SQL Server Users
and Logins” on page 78 for help with setting up SQL Server users and logins manually.
Note: A user who is defined as an administrator automatically has access to all screens and
reports within Microsoft Dynamics SL. An administrator becomes a member of the SQL Server
SYSADMIN server role if the Grant this user permission to create SQL Server logins and users
check box is selected.
12. Click Yes to confirm that SQL Server authentication is the authentication mode to be used to
access the computer that is running SQL Server. SQL Master80 Login appears.
Click No if you should have selected Windows authentication. The Authentication dialog box
appears. Go to step 6 and repeat the steps to select Windows authentication and to create
the scenario databases.
13. Type a Password for the Master80 user which satisfies the strong password requirements
that are listed in the dialog box
Note: For more information about strong passwords, see the Microsoft Dynamics SL Security
Guide (securityguide.pdf) in the User Guides.
16. Type a Password for the SYSADMIN user which satisfies the strong password requirements
that are listed in the dialog box.
Note: For more information about strong passwords, see the Microsoft Dynamics SL Security
Guide (securityguide.pdf) in the User Guides.
7. In the System Database Name list, select the appropriate system database for your new
application database, and then click Ok. Database creation begins.
8. When “Database creation process complete” appears, click OK.
9. Click Close.
10. Review the Dbbuild.log file. If database creation was successful, Dbbuild.log contains only the
start times and the end times for the process. If Dbbuild.log contains other text, contact
Support Services for help. For more information about where you can find the Dbbuild.log, see
“Event Log Location Changes Required” on page 18.
Logging On
When you first open Microsoft Dynamics SL after you install and create databases, Microsoft
Dynamics SL Login (98.000.00) does not appear if your company uses Windows authentication
34 Installation Guide
and you are not required to enter a password. In the Microsoft Dynamics SL window, click the
Switch Company button, and then click More Companies to open the Select a
Company window and open a company by selecting it from the list that appears.
Note: The color of the Switch Company button depends on the company ID. Specify
the color for each company ID by using System Manager’s Company Maintenance (98.280.00).
If your organization uses SQL Server authentication or Windows authentication with logon
passwords required, see the instructions that follow.
For later logons, the user ID that you entered last appears on Microsoft Dynamics SL Login
(98.000.00) if you are using SQL Server authentication. If you select a company configured for
Windows authentication and you are not required to enter a password (see “Using Passwords” in
the Quick Reference Guide), Microsoft Dynamics SL Login (98.000.00) does not appear. The
software uses your Windows credentials to automatically log on to the last company that you
accessed.
To log on the first time (Windows authentication with a password that is required or SQL Server
authentication):
1. Click Start, point to All Programs, and then click Microsoft Dynamics SL. Find Database
(98.000.01) appears.
2. In Server Name, select the name of the instance of SQL Server or type the name if it does not
appear on the list.
3. In Database Name, select a system database name or type the name of the system database
if it does not appear on the list.
Note: See your database administrator if you need help determining the names of your
instance of SQL Server and system database.
Figure 24: Microsoft Dynamics SL Login (98.000.00) – Windows authentication, password required
5. Type the Company, User ID, and Password, and then click OK.
Guide for New Installations 35
11. In the General Ledger details pane, define information that is required for General Ledger
module setup.
a.) Set up the retained earnings and year-to-date net income accounts in Chart of
Accounts Maintenance (01.260.00).
b.) Define subaccount (organizational) information in Subaccount Maintenance
(01.270.00).
c.) Define ledger information in Ledger Maintenance (01.310.00).
12. Under Setup, click GL Setup. GL Setup (01.950.00) appears.
13. Define the appropriate setup information on the Options, Fiscal Info, and Currency Info tabs.
Note: This step is required. However, you cannot complete all fields on the tabs until you first
define retained earnings and year-to-date net income accounts, subaccounts, and ledgers.
See step 11.
Note: To read or print the license agreement details or the privacy statement after the
software is installed, click Help | About Microsoft Dynamics® SL in the Microsoft Dynamics
SL window. Then click either View the Microsoft Software License Terms or Read our privacy
statement.
To agree to the terms of the license agreement and continue with the installation, click I
accept the terms in the License Agreement, and then click Next. If you do not accept the
terms in the License Agreement, click Cancel. The installation closes.
If you agreed to the license agreement terms, Custom Setup appears.
5. By default, all SDK features are selected. If you do not want to install a specific feature, you
can change the setting for each.
• Code Inspector – This utility can be used to inspect your SDK application code for known
issues. When installed, you can find it in Visual Studio, on the XX menu.
• VB Project Templates – These templates are installed and attached to Visual Studio.
When installed, you can find them in Visual Studio, on the XX menu.
• Toolbox Controls – This contains the .NET controls needed for SDK applications. When
installed, you can find them in Visual Studio, on the XX menu.
• VB Files – This contains the Microsoft.Dynamics.SL.SDK.vb and DH files needed to create
SDK applications
6. Install the SDK in the default destination folder (\Microsoft Dynamics\SL\SDK\) or click
Browse to select a different location.
• If you want to install the files in the default destination folder, click Next to continue.
• If you want to override the default destination folder for each feature, click Browse and
locate the folder to which you want to install the files. If the destination folder does not
already exist, the software will ask whether it should create it. This lets you confirm that
you have selected the correct location. Click Next.
7. Ready to install appears. Click Install.
8. When the installation is complete, Completed appears. Click Finish.
38 Installation Guide
Note: To read or print the license agreement details or the privacy statement after the
software is installed, click Help | About Microsoft Dynamics® SL in the Microsoft Dynamics
SL window. Then click either View the Microsoft Software License Terms or Read our privacy
statement.
To agree to the terms of the license agreement and continue with the installation, click I
accept the terms in the License Agreement, and then click Next. If you do not accept the
terms in the License Agreement, click Cancel. The installation closes.
If you agreed to the license agreement terms, Custom Setup appears.
5. By default, all SDK features are selected. If you do not want to install a specific feature, you
can change the setting for each.
• 2011 to 2015 Code Converter – This utility can assist developers to convert an
application that uses the Microsoft Dynamics SL 2011 SDK to use the Microsoft
Dynamics SL 2018 CU1 SDK.
• 2011 Toolbox Controls – Installs the controls used by the Microsoft Dynamics SL 2011
SDK into the Visual Studio Toolbox.
• 2011 Runtime Controls – Installs the controls used by the Microsoft Dynamics SL 2011
SDK.
• Server VB Files – Installs the Solomon.VBTools.vb file that is needed for Microsoft
Dynamics SL 2011 SDK applications.
6. Click Next.
7. Ready to install appears. Click Install.
8. When the installation is complete, Completed appears. Click Finish.
Note: To read or print the license agreement details or the privacy statement after the
software is installed, click Help | About Microsoft Dynamics® SL in the Microsoft
Guide for New Installations 39
Dynamics SL window. Then click either View the Microsoft Software License Terms or Read
our privacy statement.
To agree to the terms of the license agreement and continue with the installation, click I
accept the terms in the License Agreement, and then click Next. If you do not accept the
terms in the License Agreement, click Cancel. The installation closes.
If you agree to the license agreement terms, Custom Setup appears.
5. By default, all user’s guides are selected. If you do not want to install specific user’s guides,
you can change the setting for each.
6. Install the Microsoft Dynamics SL user’s guides in the default destination folder (\Microsoft
Dynamics\SL\Applications\User Guides\) or click Browse to select a different location.
• If you want to install the program files in the default destination folder, click Next to
continue.
• If you want to override the default destination folder, click Browse and locate the folder to
which you want to install the program files. If the destination folder does not already exist,
the software will ask whether it should create it. This lets you confirm that you have
selected the correct location. Click Next.
7. Ready to install appears. Click Install.
8. When the installation is complete, Completed appears. Click Finish.
Note:
• If you are moving from Microsoft FRx 6.7 to Management Reporter, you must install
Management Reporter 2012 and then Management Reporter 2012 Service Pack 1. Use the
Management Reporter Migration Wizard to migrate your reports. For detailed steps, see the
Migration Guide and Migration Best Practices documents at the following location:
https://mbs.microsoft.com/customersource/northamerica/MR/downloads/service-packs/MROverview
• Microsoft FRx 6.7 is not supported for use with Microsoft Dynamics SL 2018 CU1.
Guide for New Installations 41
To manually install the Microsoft Dynamics SL Outlook Add-in, follow these steps:
1. Make sure that Microsoft Office Outlook is closed.
2. Browse to the Program Files\Microsoft Dynamics\SL\Applications\OutlookAddin\ folder on
the client workstation.
Or, browse to either the DynamicsSL\OutlookAddin folder in the installation package or to the
\Microsoft Dynamics\SL\Applications\OutlookAddin folder on the server.
3. Double-click the Microsoft.Dynamics.SL.OutlookAddin.vsto file.
The Microsoft Office Customization Installer dialog box appears.
4. Click Install.
5. Click Close when installation is complete.
Note: Remember to uninstall the Microsoft Dynamics SL Outlook Add-in every time that you
uninstall Microsoft Dynamics SL. See the following steps.
Guide for New Installations 43
.NET Framework
Microsoft.NET Framework 4.5 is required for the Microsoft Dynamics SL client installation.
To install the .NET Framework, follow these steps:
1. Download .NET Framework from the following location:
http://www.microsoft.com/en-us/download/details.aspx?id=30653
2. When prompted, save the dotNetFx45_Full_setup.exe file to your computer.
3. Run dotNetFx45_Full_setup.exe.
Note: Make sure not to restart the computer while the .NET Framework is installing.
5. Click Finish.
6. Restart the computer.
44 Installation Guide
Note: If you are using Active Directory, you must log on as a member of the Domain Administrators
group that in turn must be part of the local Administrators group.
2. Make sure that you have .NET Framework 4.5 installed to prevent an interruption in the
Microsoft Dynamics SL installation. See “.NET Framework” on page 43.
3. Map a network drive to the shared folder on the server where the Microsoft Dynamics SL
programs are installed. For example, if the software is installed in C:\Program Files\Microsoft
Dynamics\SL\Applications, you would map to the shared SL folder.
4. Open a command prompt using “Run as Administrator”. Map a network drive to the shared
folder on the server where Microsoft Dynamics SL programs are installed using the same
drive letter as specified in Step 3.
5. Run ClientSetup.exe from the shared \Microsoft Dynamics\SL\Applications folder to start
Client Setup. Do not execute the program as “Run as Administrator”.
6. Microsoft Software License Terms appears. Carefully read the license agreement.
7. (Optional) Click Print to print the license terms.
Note: You can read or print the license agreement details or the privacy statement after the
software is installed. To do this, click Help | About Microsoft Dynamics SL in the Microsoft
Dynamics SL window. Then click either View the Microsoft Software License Terms or Read
our privacy statement.
8. To agree to the terms of the license agreement and continue with the installation, click I agree
to the license terms and conditions, and then click Next.
If you do not click I agree to the license terms and conditions, and then click Cancel, the
installation will end.
If you agree to the license agreement terms, Installation In Progress appears and installs the
client components. If any prerequisites are needed, Setup installs them, displaying a status
bar message in the window as it does so.
9. After Setup has installed the selected files, Install Succeeded appears.
10. Click Close.
Note: To read or print the license agreement details or the privacy statement after the
software is installed, click Help | About Microsoft Dynamics® SL in the Microsoft Dynamics
SL window. Then click either View the Microsoft Software License Terms or Read our privacy
statement.
To agree to the terms of the license agreement and continue with the installation, click I
accept the terms in the License Agreement, and then click Next. If you do not accept the
terms in the License Agreement, click Cancel. The installation closes.
If you agreed to the license agreement terms, Custom Setup appears.
5. By default, all SDK features are selected. If you do not want to install a specific feature, you
can change the setting for each.
• 2011 to 2015 Code Converter – This utility can assist developers to convert an
application that uses the Microsoft Dynamics SL 2011 SDK to use the Microsoft
Dynamics SL 2018 CU1 SDK.
• 2011 Toolbox Controls – Installs the controls used by the Microsoft Dynamics SL 2011
SDK into the Visual Studio Toolbox.
48 Installation Guide
• 2011 Runtime Controls – Installs the controls used by the Microsoft Dynamics SL 2011
SDK.
• Server VB Files – Installs the Solomon.VBTools.vb file that is needed for Microsoft
Dynamics SL 2011 SDK applications.
6. Click Next.
7. Ready to install appears. Click Install.
8. When the installation is complete, Completed appears. Click Finish.
– Microsoft Dynamics SL User’s Guides” on page 38 describes how to install the user’s
guides for Microsoft Dynamics SL.
– “Microsoft Dynamics SL Outlook Add-in” on page 41 explains how to install and uninstall
the Visual Studio Tools for Office add-in.
– “.NET Framework” on page 43 gives you the steps to install the .NET Framework required
for Microsoft Dynamics SL client installation.
• “Using Database Update after Completing the Database Maintenance Scenario” on page 57
explains how to update Microsoft Dynamics client workstations to this release.
• “Adding Modules” on page 60 gives you the steps that you will need if you want to add
individual modules to the Microsoft Dynamics SL installation.
Make sure that you grant access rights to enable users to access the added Microsoft
Dynamics SL applications, screens, and reports. Contact a Microsoft Certified Partner to
obtain a list of new features. Rights granted previously to screens and reports will remain
intact. This step helps you set up rights to new screens.
Upgrading an Existing Installation 49
Important: Microsoft Dynamics SL version 6.5 or a later version is required in order to update
directly to this release. If you currently use a version that is earlier than 6.5, contact a Microsoft
Certified Partner for information about how to upgrade your environment to version 6.5 so that
you can install this release.
To verify the Microsoft Dynamics SL version currently installed, see “Which Microsoft Dynamics SL
edition should I install?” on page 7 of the Preinstallation Checklist.
Export Customizations
Always export your screen customizations before you upgrade to a new release of Microsoft
Dynamics SL. This action is required before you upgrade. Before you remove your earlier Microsoft
Dynamics SL installation, follow these steps:
• Use Customization Manager’s Export Customizations (91.500.00) to export all screen
customizations (for more information, see the Customization Manager Help or user’s guide).
Export each customization to a separate export (.cst) file, and then save the export files for
later use.
• Use the integrated development environment (VBA IDE) to export all Visual Basic for
Applications (VBA) customizations. For more information, see the Customization Manager
Help or user’s guide.
50 Installation Guide
On the “Preinstallation Checklist” on page 6, you were instructed to remove any earlier installation
of Microsoft Dynamics SL (release 6.5 or a later version) from all client workstations and from the
server where it is installed before you start to install Microsoft Dynamics SL 2018 CU1. Otherwise,
Setup will require you to do this but starts the removal only on the server before it starts the
installation process.
If you missed those steps, you can perform them now.
To remove all Microsoft Dynamics SL files from a workstation or server:
1. Close Microsoft Dynamics SL and all Windows-based applications.
2. Open Control Panel, and then open Programs and Features.
3. On the list of currently installed programs, click the entry for the Microsoft Dynamics SL client
that is currently installed on the computer. The name of this entry depends on the release
that is installed.
Example: The name of the entry for a 2011 installation is Microsoft Dynamics SL 2011 Client
or Microsoft Dynamics SL 2011 Server.
Note: The following features are not automatically uninstalled and must be manually uninstalled.
• Microsoft Dynamics SL Outlook Add-in (VSTO) – See “Microsoft Dynamics SL Outlook Add-in”
on page 41.
• Microsoft SQL Server System CLR Types or Microsoft System CLR Types for SQL Server –
Remove by using Programs and Features
Updating Databases
Before you update databases for use with Microsoft Dynamics SL, make sure that you first
upgrade your version of Microsoft SQL Server to one of the versions listed in “Microsoft SQL
Server” on page 1. To obtain an upgrade, contact a Microsoft Certified Partner.
Important Points:
• Back up the system and application databases. If you need help, see Knowledge Base article
916090 or see SQL Server Books Online for the SQL Server version that you are using. Do this
before you begin the following procedure.
• Before upgrading your databases, export the Microsoft Dynamics SL customizations to a .cst
file, and then import the file into the upgraded database. See the Customization Manager
Help or user’s guide for information about how to export and import .cst files. It is also a good
idea to print the code associated with the customization by using the Visual Basic for
Applications integrated development environment (IDE).
• The update procedure deletes the standard data in three system database tables: Messages,
Screen, and Rptcontrol. Then it imports the current required data and repopulates the three
tables.
• All records that you added to the Messages, Screen, or Rptcontrol table will remain intact.
However, if changes were made to standard records in these tables, the changes will be
overwritten. If changes were made to the database schema, you must verify that these
changes are still in place after the update to Microsoft Dynamics SL 2018 CU1 is completed.
• The ScreenCategory and ScreenMenu records that define the menu for the EVERYONE user
group are replaced during an upgrade. Any changes or additions that you have made to these
records will be lost. After the EVERYONE user group records are removed, the remaining
records will be upgraded to SLMenuItem records for use with the new menu system.
Database Maintenance (98.290.00) can update databases based on the current version as
follows:
• 6.5x, 7.x, 2011.x, 2015.x to 2018 CU1
• 2018.x to 2018 CU1
52 Installation Guide
5. On the Connect Server tab, type the Destination SQL Server Name.
6. Windows Authentication is the default security mode to access the instance of SQL Server. It
is also the recommended authentication mode. Click SQL Server Authentication if you prefer
to use it, and then type the SQL Server “sa” Login ID and Password for the instance of SQL
Server where the databases are located.
7. Click Connect to connect to the instance of SQL Server.
Upgrading an Existing Installation 53
When the status bar at the bottom of the screen indicates that the instance of SQL Server
connected successfully, click the Update Databases tab.
Note: In Databases, the application databases are automatically selected for you.
8. Select the system database name from the System Database Name list.
9. In Update Scenario, notice that the correct scenario was selected by default based on the
system database name that you selected.
10. Click Update Database to apply the update to the selected databases. The Authentication
dialog box appears.
11. Select an authentication mode, and then click OK. We strongly recommend that you select
Windows Authentication to help provide the most secure system. For more information about
54 Installation Guide
b.) Make changes as needed. If you change the Windows user name and do not want to
give the Windows user whom you designate the ability to create new SQL Server
users and logins, clear the Grant this user permission to create SQL Server logins
and users check box. By default, the check box is selected.
Clearing the check box implies that the database administrator will generate SQL
Server users and logins manually by using SQL Server tools.
Note:
— If Microsoft Dynamics SL is running on a network, the user name that you specify
here must be associated with the network’s domain name. You can
associate a Windows user name with a network domain name in Windows
User Name in System Manager’s User Maintenance (95.260.00) screen to
create an additional administrator.
— A user whom is defined as an administrator automatically has access to all screens
and reports within Microsoft Dynamics SL. An administrator becomes a
member of the SQL Server SYSADMIN server role if the Grant this user
permission to create SQL Server logins and users check box is selected.
c.) Click Ok. The database update process starts.
Upgrading an Existing Installation 55
Type a Password for the Master80 user which satisfies the strong password
requirements that are listed in the dialog box.
Note: For more information about strong passwords, see the Microsoft Dynamics SL
Security Guide.
In Confirm Password, type the password again.
b.) Click Ok. The SYSADMIN Login dialog box appears. See step c.
c.) Login appears if the Master80 user exists.
1. In the Password box, type the password that was created for the Master80 user
when your databases were generated.
2. Click OK. Go to Step d to continue.
56 Installation Guide
g.) Follow the instructions to enter a default user password in the Password box. The
password must satisfy the strong password requirements that are listed in the dialog
box.
Note: For more information about strong passwords, see the Microsoft Dynamics SL
Security Guide.
h.) In Confirm Password, type the password again and then click Ok. The database
update process starts.
Upgrading an Existing Installation 57
14. When the update is complete, the 9829000 message box appears. Click OK.
Note: If the update was unsuccessful, you will not see this message. Instead, a database
update failure message occurs.
Note: Populating the Screen table and the RPTControl table occurs during database creation
(databases are created by using Database Maintenance (98.290.00)). The Screen.csv file and the
rptcontrol.csv file are no longer a part of Database Update (98.100.00).
10. Repeat step 1 through step 8 for each additional system and application database
combination.
11. Close Database Update (98.100.00).
12. Back up the system and application databases. If you need help, see Knowledge Base article
916090 or see SQL Server Books Online for the SQL Server version that you are using.
Your databases are ready to use. To install other applications that provide additional functionality
to Microsoft Dynamics SL, see “Installing Supporting Applications” on page 37.
Upgrading an Existing Installation 59
Note: If you are using Active Directory, you must log on as a member of the Domain Administrators
group that in turn must be part of the local Administrators group.
2. Map a network drive to the shared folder on the server where the Microsoft Dynamics SL
programs are installed. For example, if the software is installed in C:\Program Files\Microsoft
Dynamics\SL\Applications, you would map to the shared SL folder.
3. Open a command prompt using “Run as Administrator”. Map a network drive to the shared
folder on the server where Microsoft Dynamics SL programs are installed using the same
drive letter as specified in Step 2.
4. Make sure that you have .NET Framework 4.5 installed to prevent an interruption in the
Microsoft Dynamics SL installation. See “.NET Framework” on page 43.
5. Run ClientSetup.exe from the shared \Microsoft Dynamics\SL\Applications folder to start
Client Setup. Do not execute the program as “Run as Administrator”.
6. Microsoft Software License Terms appears. Carefully read the license agreement.
7. (Optional) Click Print to print the license terms.
Note: You can read or print the license agreement details or the privacy statement after the
software is installed. To do this, click Help | About Microsoft Dynamics SL in the Microsoft
Dynamics SL window. Then click either View the Microsoft Software License Terms or Read
our privacy statement.
8. To agree to the terms of the license agreement and continue with the installation, click I agree
to the license terms and conditions, and then click Next.
If you do not click I agree to the license terms and conditions, and then click Cancel, the
installation will end.
If you agree to the license agreement terms, Installation In Progress appears and installs the
client components. If any prerequisites are needed, Setup installs them, displaying a status
bar message in the window as it does so.
9. After Setup has installed the selected files, Install Succeeded appears.
10. Click Close.
60 Installation Guide
Adding Modules
After you install Microsoft Dynamics SL, it is easy to add modules. During the initial installation, all
modules are installed. To begin to use a module that you have not previously used, you must
register the module. For more information about registering modules, see the System Manager
Help or user’s guide.
Troubleshooting 61
Troubleshooting
Repairing a Microsoft Dynamics SL Installation
You can repair a Microsoft Dynamics SL installation. The repair will recopy the files that were
previously installed. All files and reports are replaced with versions matching the executable files
and reports from the installation package.
To repair all Microsoft Dynamics SL on a workstation or on a server:
1. Close Microsoft Dynamics SL and all Windows-based applications.
2. Open Control Panel, and then open Programs and Features.
3. On the list of currently installed programs, click the entry for Microsoft Dynamics SL 2018
CU1 (this includes both the server and client), Microsoft Dynamics SL 2018 CU1 Server or
Microsoft Dynamics SL 2018 CU1 Client, and then click Change/Remove or Change. The
Microsoft Dynamics SL 2018 CU1 Setup window appears.
4. Click Repair.
5. When the process finishes, click Close.
62 Installation Guide
3. On the Connect Server tab, type the Destination SQL Server Name.
4. Windows Authentication is the default security mode to access the instance of SQL Server. It
is also the recommended authentication mode. Click SQL Server Authentication if you prefer
to use it, and then type the SQL Server “sa” Login ID and Password.
5. Click Connect to connect to the instance of SQL Server.
Troubleshooting 63
7. In the System Database Name list, click your system database name.
8. Click Update Views to update the views in the selected application databases.
9. Click OK.
10. Click Close.
64 Installation Guide
Technical Resources
Section Contents
• Terminology Definitions — Key terms that are used in Microsoft Dynamics SL.
• Technology Tidbits — Foundational changes appearing in this release.
• Backup and Restore Procedures — Processes that are used to back up and restore to
databases of the same or different names.
• Solomon.ini — How the Solomon.ini file is used.
Terminology Definitions
• View — A view is an alternative way to examine data in one or more tables. Microsoft
Dynamics SL uses database views in many reports to simplify the multi-company or inter-
company implementation. To continue the company metaphor, we view the system
database’s Company table.
• Index — An index is a set of pointers that are logically ordered by the values of a key. Indexes
provide quick access to data and can enforce uniqueness on the rows in a table. Indexes are
used everywhere in Microsoft Dynamics SL. They are foundational to the performance of a
database structure.
• Stored Procedure — A stored procedure is a multi-statement compiled Transact-SQL query
with control-of-flow language that can take parameters and allows for user-declared variables,
conditional execution, and other powerful programming features. The software uses stored
procedures to perform tasks such as database navigation and possible values lookups.
• Proper Order of Rebuild — If a view is incorrect or dropped because of an error, the proper
order of rebuild is the correct way to re-create the view and the underlying components on
which the view depends.
• Backup/Restore — Backup/restore is the making a physical backup copy of a database and
then later restoring the database from the backup to the computer system. Backup/restore
implements the standard Microsoft SQL Server Backup and Restore utility programs.
• Solomon.ini File — The Solomon.ini file is used by the applications to control user-specific and
global preferences in the Microsoft Dynamics SL environment.
Technology Tidbits
Recommended Protocols for Microsoft SQL Server
• TCP/IP sockets is the recommended protocol for production environments. TCP/IP is the
communication protocol that is used by the server and workstation and is also the standard
Internet Protocol (IP). Sockets transport database calls across the TCP/IP protocol. The terms
TCP/IP sockets and sockets are used interchangeably.
• Named pipes, a protocol alternative to TCP/IP sockets, was developed for local area
networks. A part of memory is used by one process to pass information to another process so
that the output of one is the input of the other. The second process can be local (on the same
computer as the first) or remote (on a networked computer).
Note: Use the SQL Server Configuration Manager to validate suitable protocols on the workstation
and the server. The protocols on both computers must match in order to establish a connection.
Company Record
The central storage point for companies, the company record in the system database cross-
references the application database(s) where a company’s financial data is stored. Because
companies can have a one-to-one or a one-to-many relationship of company to application
database, the Company table is the central cross-reference for all companies.
Troubleshooting 65
Predefined companies exist within the demo databases included in the Microsoft Dynamics SL
installation package. These databases are built from the \Microsoft
Dynamics\SL\Applications\DB\demo folder that contains the following databases:
The system database Company table stores the relationship of the company to the application
database. If you back up company records and then restore them by using a different database
name, the records will no longer be available. Backup and restore procedures are discussed later.
AcctXRef Record
To simplify account, subaccount, and company information cross-referencing, the software uses a
table named AcctXRef. This table is built when you first set up the chart of accounts or
subaccounts and is rebuilt when you make and save changes in Chart of Accounts Maintenance
(01.260.00) or Subaccount Maintenance (01.270.00).
Note: If you must re-create database views, certain activities must occur to complete the process.
This occurs because of the nature of the company metaphor throughout the database. For more
information, see “Appendix A: SQL Server Optimization Notes” on page 71.
66 Installation Guide
If restored to a different database name, company 0010, stored in the system database, is still
pointing to SLDemoApp10, not the new database name. To correct this, issue the following
statement in SQL Server Management Studio against the system database:
UPDATE Company SET DatabaseName = 'NEWAPPDB' WHERE CpnyID IN
('0010','0020')
Problems result when views in a database no longer point to valid database names. For example,
this can occur when a snapshot of a database is used for testing or reporting or if a system
database backup is restored to a different system database name.
Use the following recommended procedure to back up and restore a database from one name to
another:
1. Back up the original application and system databases (for example, ORIGINALAPPDB and
ORIGINALSYSDB) to a backup device.
2. Restore the databases to new names (for example, NEWAPPDB and NEWSYSDB).
3. In SQL Server Management Studio, select the new system database (NEWSYSDB) from the
database list.
4. Run the following SQL statements in NEWSYSDB to update the Company and Domain records
to reference the new application database (NEWAPPDB):
UPDATE Company SET DatabaseName = 'NEWAPPDB' WHERE CpnyID =
'YOURCOMPANYID'
UPDATE Domain SET DatabaseName = 'NEWAPPDB' WHERE DatabaseName =
'OLDAPPDB'
Note: Make sure that you select the correct database from the SQL Server Management Studio
database list before you run these statements.
Troubleshooting 67
2. On the Connect Server tab, type the Destination SQL Server Name.
3. Windows Authentication is the default security mode to access the instance of SQL Server. It
is also the recommended authentication mode. Click SQL Server Authentication if you prefer
to use it, and then type the SQL Server “sa” Login ID and Password for the instance of SQL
Server where the databases will be created.
4. Click Connect to connect to the instance of SQL Server.
68 Installation Guide
In the Update Scenarios area, select Synchronize All Ownership & Security. Because this
scenario processes all system and application databases on the connected server, you do not
have to select specific system or application databases.
6. Click Update Database. This process will update each system database’s domain table with
the correct server name and update SQL Server logins and permissions for the Microsoft
Dynamics SL databases.
7. After the process is complete, click OK.
8. In the System Database Name list, select your system database name.
9. Click Update Views.
10. Click OK, and then click Close.
Troubleshooting 69
Solomon.ini
Microsoft Dynamics SL uses the Solomon.ini file to save workstation-computer specific
information, such as the last database to which the user logged on, printer preferences, and other
settings.
The Solomon.ini file is divided into sections, and the section headings are enclosed in brackets [ ].
Each section performs its own characteristic functions. For example, the [Company] section stores
local company logon information.
Under each section are several settings that control the workstation’s options.
[Company] — Company section
CompanyID=0010 — default CompanyID setting
UserID=SYSADMlN — default UserID setting
The Solomon.ini file is specific to the local workstation computer and Windows user. The file is
stored in the local user’s application data directory. If a setting or section is not found in the
Solomon.ini file, the program looks in alternative locations. The behavior occurs in the following
order:
1. Microsoft Dynamics SL looks for the Solomon.ini file in
• \Users\<UserID>\AppData\Local\Microsoft Dynamics SL
2. If the Solomon.ini file does not exist, Microsoft Dynamics SL creates the file with the basic
sections. These sections are [System32 Database] and [Company].
3. For sections that Microsoft Dynamics SL does not find locally, the program looks in the
Solomon.ini file in Microsoft Dynamics SL installation folder on the server.
4. If a setting is not found in the local Solomon.ini file, it is obtained from the server’s
Solomon.ini file.
Sections and settings in the local Solomon.ini override the same sections and detail settings in
the shared Solomon.ini file on the server. If a setting is found in the local Solomon.ini file, it
overrides the settings in the server’s file. See Appendix A in the System Manager Help or user’s
guide for more information about the Solomon.ini settings.
70 Installation Guide
Appendixes 71
Appendixes
Appendix A: SQL Server Optimization Notes
This Appendix presents information about how to install and set up Microsoft SQL Server to
operate with Microsoft Dynamics SL.
3. Click Memory.
4. The default setting Minimum server memory (in MB) is zero (0) MB. Do not change this
setting.
5. Set Maximum server memory (in MB) to approximately 80% of the total server memory. For
example, if your total server memory is 32 GB, set the maximum server memory to 26 GB.
6. Click OK.
7. Ask all SQL Server users to log off so that you can stop and then restart SQL Server services
safely.
8. Stop and restart the SQL Server services.
9. Close SQL Server Management Studio.
Appendixes 73
Warning: If you move from SQL Server authentication to Windows authentication, you must open
System Manager’s User Maintenance (95.260.00) and add a Windows domain\user name for
each Microsoft Dynamics SL user. This authentication change does not affect groups.
Note:
• Because Microsoft Dynamics SL Setup may have to update files that are used by other
programs or services, it is important to complete this step before you start the
installation.
• Remember to restart the SQL Server Agent service when you restart SQL Server. If SQL
Server Agent does not restart, any backups or other jobs scheduled in SQL Server will not
run.
2. In SQL Server Management Studio, connect to the database server as an administrator (sa or
a user who is a member of the SYSADMIN server role).
3. Back up the system and application databases. If you need help, see Knowledge Base article
916090 or see SQL Server Books Online for the SQL Server version that you are using.
4. In Control Panel, select Administrative Tools and then Microsoft Dynamics SL Database
Maintenance. Database Maintenance (98.290.00) appears.
5. On the Connect Server tab, type the Destination SQL Server Name.
4. Windows Authentication is the default security mode to access the instance of SQL Server. It
is also the recommended authentication mode. Click SQL Server Authentication if you prefer
to use it, and then type the SQL Server “sa” Login ID and Password for the instance of SQL
Server where the databases are located.
5. Click Connect to connect to the instance of SQL Server.
74 Installation Guide
When the status bar at the bottom of the screen indicates that you are connected to the
instance of SQL Server, click the Update Databases tab.
Note: In Databases, the application databases are automatically selected for you.
8. Select an authentication method, and then click Ok. We recommend Windows authentication.
9. Follow the steps that apply to the authentication method that you selected.
• If you selected Windows Authentication:
a.) SYSADMIN Windows User Name appears and displays the domain and user name of
the default system administrator.
Appendixes 75
b.) Make changes as needed. If you change the Windows user name and do not want to
give the individual you designate the ability to create new SQL Server users and
logins, clear the Grant this user permission to create SQL Server logins and users
check box. By default, the check box is selected.
Clearing the check box implies that the database administrator will generate SQL
Server users and logins manually by using SQL Server tools. See “Appendix C:
Creating SQL Server Users and Logins” on page 78 for help setting up SQL Server
users and logins manually.
b.) Click Yes to confirm your selection and continue. SQL Master80 Login appears if the
Master80 user does not exist.
If you have already created the Master80 user, see step f.
c.) Type a Password for the Master80 user which satisfies the strong password
requirements that are listed in the dialog box.
Note: For more information about strong passwords, see the Microsoft Dynamics SL
Security Guide.
d.) In Confirm Password, type the password again.
e.) Click Ok. SYSADMIN Login appears.
f.) In the SYSADMIN Login dialog box, type the password for the SYSADMIN user. This
password must satisfy the strong password requirements that are listed in the dialog
box.
Appendixes 77
Note: For more information about strong passwords, see the Microsoft Dynamics SL
Security Guide.
g.) In Confirm, type the password again, and then click Ok.
If you created the Master80 user in Step b, the authentication mode change process
starts. See step 10.
Login appears if the Master80 user was created before you began these steps.
h.) In the Password box, type the password that was created for the Master80 user when
your databases were generated, and then click OK. The authentication mode change
process starts.
10. When the process is complete, the 9829000 message box appears, and the status bar at the
bottom of the Database Maintenance (98.290.00) window indicates that the authentication
change was successful.
Note: When an authentication change is unsuccessful, you will not see this message. Instead,
a failure message occurs and directs you to view the Dbbuild.log file. For more information
about where you can find the Dbbuild.log, see “Event Log Location Changes Required” on
page 18. For more information about how to contact Support Services, see “Appendix D:
Getting Support” on page 80.
Replace Domain with the name of the domain where SQL Server exists. Replace Name with
the user name or global domain security group name to add as a member of this role. Add to
this role the name of the group that holds the Microsoft Dynamics SL users or each Windows
user name to grant access to select or run required objects in the database during the
Microsoft Dynamics SL pre-login process.
4. To grant Microsoft Dynamics SL administrators permission to access the databases and
perform administrative tasks, enter the following statement in a query window:
sp_addrolemember 'db_owner', 'domain\name'
Run the command for each Microsoft Dynamics SL system database and application
database.
Example:
use SLSystemDatabase
GO
sp_addrolemember 'db_owner', 'domain\name'
GO
use SLApplicationDatabase
GO
sp_addrolemember 'db_owner', 'domain\name'
GO
80 Installation Guide
Worldwide: https://www.microsoft.com/en-us/dynamics365/support
Training/Seminars https://mbs.microsoft.com/customersource/northamerica/SL/learning
Index
recommended protocols 64
version 9, 71
C
Company record 64
computer name 6
O
operating systems 1
optimizing Microsoft SQL Server 65
D options, installation setup 11
database
demo 8
updating, important points 51
P
preparing to install 6
protocols for Microsoft SQL Server 64
E
edition
Advanced Management 7
R
Business Essentials 7 record
determining which edition Company 64
installed 7
Professional 7
Standard, Multi-User 7
Standard, Single-User 7
S
setting
SQL Server and Windows
I Authentication mode 71
setting up
Installation 15 Microsoft Dynamics SL on a single-
Installation package user workstation 44
contents 7 Microsoft Dynamics SL options 11
installing signing in 33
Microsoft SL SDK 9 Solomon.ini and other profile locations 18
Microsoft SQL Server 20 SQL Server version 9
new Microsoft Dynamics SL supported environments 1
installations 13
K T
technical resources
key terms 64 foundational changes 64
L U
logging on 33 update prerequisites 49
updating
databases, important points 51
M
messages file location 18
messages file location, Windows 18
V
Microsoft Dynamics SL application files version, Microsoft SQL Server 9
location 19
Microsoft Dynamics SL event log
location 18
Microsoft Dynamics SL installation
W
package contents 7 Windows
Microsoft SL SDK 9 messages file location 18
Microsoft SQL Server Microsoft Dynamics SL application
installing 20 files location 19
optimizing 65
82 Installation Guide