Module 1: Architecture Module Overview: Objectives

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MODULE 1: ARCHITECTURE

Module Overview
Microsoft Dynamics NAV 2013 is built on a three-tiered architecture model that
improves security, scalability, and flexibility of Microsoft Dynamics NAV. Microsoft
Dynamics NAV 2013 supports different client types and multiple configurations.
To install the Microsoft Dynamics NAV 2013, you can choose from several
predefined setup options.

Objectives

The objectives are:

• Understand the Microsoft Dynamics NAV 2013 architecture and its


core components.
• Understand the client options supported in Microsoft Dynamics NAV
2013.
• Understand the different setup options.

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Installation and Configuration in Microsoft Dynamics® NAV 2013

Microsoft Dynamics NAV 2013 Architecture


The Microsoft Dynamics NAV 2013 architecture is a three-tiered architecture that
uses three core components:

• The client tier: A client user interface that provides the front end
(presentation logic layer).
• The middle tier or server tier: A multithreaded middle-tier server
that manages the business logic and all communication.
• The data tier: The SQL Server™ database server that provides the
data layer. It is augmented by Microsoft Dynamics NAV 2013
database components.

For every deployment of Microsoft Dynamics NAV 2013 you must install these
three core components.

Note: All RoleTailored components in an organization must be from the same


version and build of Microsoft Dynamics NAV for the software to run correctly.

You can have multiple instances of any of the core components in a production
environment. The diagram

The Three Tiers of the RoleTailored Architecture shows a simple installation that
has two SQL Server database computers, each associated with a single Microsoft
Dynamics NAV Server computer, each of which in turn supports two Microsoft
Dynamics NAV RoleTailored clients:

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Module 1: Architecture

FIGURE 1.1: THE THREE TIERS OF THE ROLETAILORED ARCHITECTURE

Each Microsoft Dynamics NAV Server computer can run several Microsoft
Dynamics NAV server instances. Each server instance can be connected to one
Microsoft Dynamics NAV database at a time. You can connect multiple server
instances to one and the same Microsoft Dynamics NAV database.

In addition to the three core components, the Microsoft Dynamics NAV


architecture can include various additional tools and components that enhance or
supplement the core components.

Component Purpose
Microsoft Dynamics NAV Server A tool for configuring and managing
Administration Tool Microsoft Dynamics NAV Server and
Microsoft Dynamics NAV sites.

Microsoft Dynamics NAV Portal A set of components that you use to


Framework for Microsoft build SharePoint web applications
SharePoint® that display Microsoft Dynamics NAV
pages and reports.

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Installation and Configuration in Microsoft Dynamics® NAV 2013
Component Purpose
Microsoft Dynamics NAV Web The Microsoft Dynamics NAV Web
client client enables you to access
Microsoft Dynamics NAV data over
the Internet.

Development Environment The development environment for


creating and modifying Microsoft
Dynamics NAV applications in C/AL.

Microsoft Office Outlook® A component for synchronizing data,


Integration such as to-dos, contacts, and tasks,
between Microsoft Dynamics NAV
2013 and Outlook.

Automated Data Capture System A Microsoft Dynamics NAV tool for


accurately capturing data for
inbound, outbound, and internal
documents, primarily for warehouse
activities. With ADCS, company
employees use handheld devices and
radio frequency technology to
continuously validate warehouse
inventories.

The Data Tier

The data tier in the Microsoft Dynamics NAV 2013 architecture consists of a
computer that is running the SQL Server database with which Microsoft Dynamics
NAV interacts. It also contains the SQL Server database components. SQL Server
database components configure Microsoft SQL Server to work with Microsoft
Dynamics NAV 2013.

The data tier can be installed as part of the Microsoft Dynamics NAV setup, or you
can use an instance of SQL Server.

In production environments, it is recommended to use SQL Server 2012, SQL


Server 2008 R2, or SQL Server 2008. However, you can also use SQL Server 2012
Express Edition, SQL Server 2008 R2 Express Edition, or SQL Server 2008 Express
Edition for prototyping, developing, and testing.

In Microsoft Dynamics NAV setup, SQL Server database components are a default
component for the developer option. You can add the components to the server
option or as part of a custom installation.

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Module 1: Architecture
The Server Tier

Microsoft Dynamics NAV Server is a .NET-based Windows service application that


manages communications between Microsoft Dynamics NAV clients and
Microsoft Dynamics NAV databases in SQL Server. It uses the Windows
Communication Framework (WCF) as its communication protocol.

Microsoft Dynamics NAV Server also hosts and executes all business logic. The
SQL Server interface from Microsoft Dynamics NAV Server is rewritten for
Microsoft Dynamics NAV 2013. It uses an ADO.NET interface (instead of ODBC)
which is a managed data access layer that does not provide an interface or an
access point to the user (improving security and scalability) and that supports SQL
Server connection pooling. The redesign of data access offers different
advantages:

• Decreased resource consumption


• Simplified deployment
• Improved performance

SQL Server connection pooling helps reduce memory consumption by Microsoft


Dynamics NAV Server. There is no longer a one-to-one correlation between the
number of client connections and the number of SQL Server connections. A single
SQL Server connection can consume up to 40 MB of memory. Additionally,
memory allocation is now in managed memory, which is generally more efficient
than unmanaged memory. In Microsoft Dynamics NAV 2013, caching applies
across users.

In addition, SQL Server connection pooling simplifies deployment of the Microsoft


Dynamics NAV three-tier architecture for deployments where the three tiers are
installed on separate computers. Specifically, administrators are not required to
manually create SPNs or to set up delegation when the client, Microsoft Dynamics
NAV Server, and SQL Server are on separate computers.

Microsoft Dynamics NAV 2013 offers improved performance for the following
reasons:

• Cursors are no longer used to retrieve records. Instead, records are


retrieved by using multiple active result sets (MARS). Functions such
as Next, Find('-'), Find('+'), Find('>'), and Find('<') are generally
faster with MARS.
• SIFT indexes have also been improved. For example, COUNT formulas
can now use SIFT indexes. MIN and MAX formulas now use SQL
Server MIN and MAX functions exclusively.
• RecordIds and SQL Variant columns in a table no longer prevent the
use of BULK inserts, which you can now use for more table types. For
more information, see Bulk Inserts in the online help (press F1).

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Installation and Configuration in Microsoft Dynamics® NAV 2013
• In most cases, filtering on FlowFields issues a single SQL statement. In
earlier versions of Microsoft Dynamics NAV, filtering on FlowFields
issued an SQL statement for each filtered FlowField and for each
record in the table in order to calculate the filtered FlowFields. There
are two exceptions in Microsoft Dynamics NAV 2013 in which filtering
on FlowFields does not issue a single SQL statement:
o The ValueIsFilter option is used on a field, and the field has a
value.
o A second predicate is specified on a source field, and the field
that is used for the second predicate has a value.

For more information about the ValueIsFilter option, see How to:
Create, View, and Edit a Calculation Formula in the online help.

• In most cases, calling the FIND or NEXT functions after you have set
the view to include only marked records issues a single SQL
statement. In an earlier version of Microsoft Dynamics NAV, calling
FIND or NEXT functions that use marked records issued an SQL
statement for each mark. There are some exceptions if many
individual records are marked. For more information, see
MARKEDONLY Function (Record) in the online help.

Note: Because Microsoft Dynamics NAV 2013 no longer uses cursors to


retrieve records, the Record Set property under Caching on the Advanced tab of
the Alter Database page is no longer needed and has been removed.

Microsoft Dynamics NAV Server supports a range of different client types. You
administer Microsoft Dynamics NAV Server by using either Microsoft Dynamics
NAV Server Administration Tool or Microsoft Dynamics NAV Windows PowerShell
API.

Note: Microsoft Dynamics NAV Server can only be installed on 64-bit


operating systems.

Note: Installing Microsoft Dynamics NAV Server on encrypted drives is not


supported. You may encounter issues if the server runs as a user that does not have
permissions to the encrypted files.

Microsoft Dynamics NAV Server is installed when you select either the Server
option or the Developer option in Microsoft Dynamics NAV Setup.

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Module 1: Architecture
The Client Tier

The client tier provides the client interface to the user and is responsible for data
presentation. It consists of the following components:

• The Microsoft Business Framework (MBF).


• The Microsoft Windows Forms. This set of classes in the .NET
Framework enables the rapid development of powerful smart client
applications. This logical form is a device-independent representation
of forms/UI parts and web parts.
• The User Interface (UI). Found in the client, the UI determines the
user experience (UX). Content is delivered to the client from the data-
binder layer in MBF. End-users can customize their user experience.
• The Data Binder. The data-binding layer transports data, data state,
and notifications about data from the underlying business logic to
forms and controls in the display target client. It also has reverse
functionality and transports input data, data state, and notifications
from the client to the underlying business logic.
• The Form Builder. This requests reading metadata for a form and
builds a logical form with data binding, controls, and behavior. The
logical form provides the functionality that is shared by all display
targets: data binding, input validation, navigation, and possible
business logic.
• The UX Controls. These are necessary because the MBF client will not
deliver all the Microsoft Dynamics NAV 2013 controls. Therefore,
native controls, or managed Windows Forms controls, are wrapped in
a thin abstraction. This is the physical control.

In addition to the client for Windows, Microsoft Dynamics NAV 2013 also supports
additional client types.

The following can be considered Microsoft Dynamics NAV clients because they
interact with the Microsoft Dynamics NAV database through Microsoft Dynamics
NAV Server:

• RoleTailored client for Windows


• Microsoft Dynamics NAV Portal Framework
• Microsoft Dynamics NAV Web client
• SOAP web services
• OData web services
• NAS services

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Installation and Configuration in Microsoft Dynamics® NAV 2013
Although SOAP web services, OData web services, and NAS services are
considered clients, they must be installed and configured through Microsoft
Dynamics NAV Server.

The client options will be discussed more in the next lesson.

Multiple Configurations

Microsoft Dynamics NAV 2013 supports multiple configurations of the three-


tiered architecture. A common characteristic for each Microsoft Dynamics NAV
2013 configuration is that all three core components are installed. There can
however be differences in the number of instances of each core component, the
client types, the additional components installed, and the hardware configuration
(number of computers) used.

Common Microsoft Dynamics NAV configurations are as follows:

• All three core components on the same computer. This is the


configuration for a demo install and is also typical for a development
environment so that a developer can work on Microsoft Dynamics
NAV applications without worrying about network connections and
inter-component security.
• RoleTailored client for Windows and Microsoft Dynamics NAV Server
on the same computer; data tier on a separate computer.
• Microsoft Dynamics NAV Server and data tier on the same computer,
RoleTailored client for Windows on a separate computer
• Each of the three tiers on a separate computer.

Although an existing configuration can always be changed, we recommend you


thoroughly analyze both software and hardware requirements for each
component before you start to install the components.

The Client Options


In addition to the RoleTailored client for Windows, Microsoft Dynamics NAV 2013
also supports additional client types, including web service clients, Microsoft
Dynamics NAV Web client, a SharePoint client through Microsoft Dynamics NAV
Portal Framework, and a NAS services client for programmatic access. The
different client options are not mutually exclusive: you can have different client
options on the same computer.

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Module 1: Architecture
RoleTailored Client for Windows

The RoleTailored client for Windows, which is a Windows Forms-based client, is


designed as the front end for the three-tiered architecture. It is an intuitive and
versatile Windows application that developers, partners, administrators, and super
users can customize to support the job functions of a full range of work roles in an
organization.

For each role, the Microsoft Certified Partner or developer creates a customizable
Role Center that displays key information that is required for relevant employees
and makes their day-to-day tasks easier to complete. Users run the RoleTailored
client for Windows to find the information and data entry points their jobs
require.

The following figure shows the role-oriented interface in the RoleTailored client
for Windows.

FIGURE 1.2: THE SALES ORDER PROCESSOR ROLE CENTER

A key feature of the RoleTailored client is the role-oriented, task-focused user


interface. To support this user interface, Microsoft Dynamics NAV displays data in
the RoleTailored client in a model-driven way and relies on metadata to display
this data. This enables Microsoft Dynamics NAV pages to be consumed by
different client types and devices without being constrained by layout limitations,
because each client can display the page in a different way.

A RoleTailored client in a specific Active Directory® domain can connect to a


Microsoft Dynamics NAV Server that is in another Active Directory domain.

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Installation and Configuration in Microsoft Dynamics® NAV 2013
The RoleTailored client for Windows is installed when you select either the Client
option or the Developer option in Microsoft Dynamics NAV Setup.

Microsoft Dynamics NAV Portal Framework for SharePoint

Microsoft Dynamics NAV Portal Framework for Microsoft SharePoint 2010 is a set
of components that can be used to build Microsoft SharePoint web applications
that display Microsoft Dynamics NAV pages and reports.

Using the Microsoft Dynamics NAV Portal Framework for Microsoft SharePoint, a
Microsoft Dynamics NAV administrator can create a browser application that
provides access to specific Microsoft Dynamics NAV features, applications, and
pages.

The Microsoft Dynamics NAV Portal Framework for SharePoint diagram shows the
tiers and components of the Microsoft Dynamics NAV Portal Framework network
architecture.

FIGURE 1.3: MICROSOFT DYNAMICS NAV PORTAL FRAMEWORK FOR SHAREPOINT


DIAGRAM

Tier Description
Client A computer or computers for accessing
SharePoint sites from Internet Explorer®.

SharePoint Server A server farm or stand-alone server running


SharePoint Foundation 2010 or Microsoft
SharePoint Server 2010 that hosts multiple
web applications and sites. Microsoft
Dynamics NAV Portal Framework is installed
on one or more web applications.

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Module 1: Architecture
Tier Description
Microsoft Dynamics NAV A Microsoft .NET Framework–based Windows
Server service that manages communications and
provides a security layer between clients and
Microsoft Dynamics NAV databases in SQL
Server.

SQL Server database A SQL Server that contains Microsoft


Dynamics NAV data.

Note: The SharePoint Server, Microsoft Dynamics NAV Portal Framework,


and SQL Server tiers can be on the same computer or separate computers.

Developer Experience

Developers of solutions for Microsoft Dynamics NAV Portal Framework will have
the same experience as with RoleTailored client. Developers create Microsoft
Dynamics NAV objects in the development environment and implement the same
metadata and business logic as RoleTailored client. A page or report that can be
displayed in the RoleTailored client can also be displayed on a SharePoint site.

End-user Experience

End-users will find Microsoft Dynamics NAV data familiar as it shares the same
appearance as SharePoint. Working with Microsoft Dynamics NAV pages and
reports in SharePoint resembles working with the pages and reports in
RoleTailored client.

Microsoft Dynamics NAV Portal Framework is designed for occasional users who
typically need an overview of their daily work status and perform fairly simple or
light data entry.

Microsoft Dynamics NAV Business Web Services

Web services are a lightweight, industry-standard way to make application


functionality available to many different external systems and users. Microsoft
Dynamics NAV 2013 supports creation and publishing of Microsoft Dynamics NAV
functionality as business web services. You can expose pages, codeunits, or queries
as web services, and even enhance a page web service with an extension codeunit.
When you publish Microsoft Dynamics NAV objects as web services, they are
immediately available on the network.

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Installation and Configuration in Microsoft Dynamics® NAV 2013
Developers can publish two types of web services from Microsoft Dynamics NAV
objects:

• SOAP web services: You can publish either pages or codeunits as


SOAP services.
• OData web services: You can publish either pages or queries as OData
services.

Microsoft Dynamics NAV 2013 web services are stateless and do not preserve the
values of global variables or single-instance codeunits between calls.

SOAP Web Services

SOAP web services provide full flexibility for building operation-centric services.
This includes industry standard interoperability, in addition to channel and host
plug-ability. For web services that must interoperate with Java or use channels
other than HTTP, SOAP services are the only option. Windows Communication
Framework (WCF) has supported SOAP services since its initial release in the .NET
Framework 3.0, and .NET 4 adds more support and default bindings to make it
easier to build SOAP services that use WCF. You define and publish Microsoft
Dynamics NAV 2013 SOAP web services in the RoleTailored client, and manage
them from the Microsoft Dynamics NAV Server Administration Tool.

OData Web Services

We recommend OData services for client applications requiring a uniform, flexible,


general purpose. They are less suited for applications that are primarily method
oriented or in which data operations are constrained to certain prescribed
patterns. OData supports Representational State Transfer (REST)-based data
services, which enable resources, identified by using Uniform Resource Identifiers
(URIs), and defined in an abstract data model (EDM), to be published and edited
by web clients within corporate networks and across the Internet by using simple
Hypertext Transfer Protocol (HTTP) messages. OData services are lightweight, with
functionality frequently referenced directly in the URI. You define and publish
Microsoft Dynamics NAV 2013 OData web services in the RoleTailored client, and
manage them from the Microsoft Dynamics NAV Server Administration Tool.

Microsoft Dynamics NAV Application Server

NAS (Microsoft Dynamics NAV Application Server) is a middle-tier server


component that executes business logic without a user interface or user
interaction. NAS is re-engineered in Microsoft Dynamics NAV 2013 to be one of
the client services in Microsoft Dynamics NAV Server.

The Microsoft Dynamics NAV Application Server can run both as a Windows
service and from a command prompt. It provides access from external clients to
the Microsoft Dynamics NAV database. Microsoft Dynamics NAV Application

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Module 1: Architecture
Server runs key components of the business logic. Therefore, it can start processes
to produce refined results exactly as if one were requesting information from the
Windows client.

You manage NAS services from the Microsoft Dynamics NAV Server
Administration Tool.

Microsoft Dynamics NAV Web Client

The Microsoft Dynamics NAV Web client enables you to access Microsoft
Dynamics NAV data from a web browser, even over the Internet. You can view
and edit data by using an interface that resembles the RoleTailored client for
Windows. Microsoft Dynamics NAV Web client does not replace the Windows
client but complements it by enabling scenarios that are not possible or difficult
with the Windows client.

You develop solutions for Microsoft Dynamics NAV Web client by using the
Microsoft Dynamics NAV Development Environment - implementing the same
objects and business logic as you would with the Windows client.

Note: Microsoft Dynamics NAV Web client supports most of the same
Microsoft Dynamics NAV objects and features as the Windows client. But there are
some small differences. For more information about these differences, see the online
Help topic Feature Limitations of Microsoft Dynamics NAV Web Client.

The Microsoft Dynamics NAV Web Client Architecture diagram shows the tiers
and components in the network architecture for the Microsoft Dynamics NAV
Web client.

FIGURE 1.4: MICROSOFT DYNAMICS NAV WEB CLIENT ARCHITECTURE DIAGRAM

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Installation and Configuration in Microsoft Dynamics® NAV 2013
Tier Description
Client A computer or device that has access to
the Internet with a browser.

Internet Information A computer that is running Internet


Server Information Services (IIS) 7.0. Microsoft
Dynamics NAV Web client is installed on a
website on IIS.

Microsoft Dynamics NAV A Microsoft .NET Framework–based


Server Windows service that manages
communications and provides a security
layer between clients and Microsoft
Dynamics NAV databases in SQL Server.

SQL Server database A SQL Server that contains Microsoft


Dynamics NAV data.

Installation Options
After you have analyzed and prepared the hardware and software requirements
for the Microsoft Dynamics NAV 2013 deployment, you can start to install the
core components.

Microsoft Dynamics NAV 2013 Setup allows you to install the components
individually. In addition it offers several predefined component packages called
Installation Options, each designed for a typical use or type of user. When you
select a predefined installation option, you can always customize the list of
installed components.

Microsoft Dynamics NAV 2013 Setup can also be used to capture and save a set of
custom setup settings in a setup configuration file. You can use this configuration
file together with Setup, either when you or another user runs Setup or when you
run a silent installation.

The first installation option, which is the Install Demo option, appears on the first
page after you accept the license agreement in Setup. The other options are
available if you click Choose an installation option.

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Module 1: Architecture

FIGURE 1.5: THE SETUP WIZARD

Setup does not provide a Cancel button on all pages. But you can cancel an
installation from any page by clicking Close in the upper-right corner. All
Microsoft Dynamics NAV components are removed from the computer. The only
components that Setup installs but cannot remove are as follows:

• Database files, such as the Demo database.


• Prerequisites for Microsoft Dynamics NAV components that Setup can
install, such as the .NET Framework.

Install Demo

The Install Demo option is intended for users who want to try the features of
Microsoft Dynamics NAV. It can also be used to install a stand-alone development
environment. Therefore, a developer can work on Microsoft Dynamics NAV
applications without worrying about network connections and inter-component
security. We do not recommend it as the foundation for an actual production
environment.

With this option, Setup installs all three core components to the local computer.
Because the Microsoft Dynamics NAV Server can only be installed on a 64-bit
operating system, you can only use this option on a 64-bit operating system.

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Installation and Configuration in Microsoft Dynamics® NAV 2013
Installed Components

When you choose the Install Demo option, Setup installs the following
components:

• RoleTailored client for Windows.


• Microsoft Dynamics NAV Server.
• Development Environment (C/SIDE).
• Microsoft Office Outlook Add-in for Microsoft Dynamics NAV.
• SQL Server Express, a smaller-scale version of SQL Server. If a valid
version of SQL Server is already present on the computer where you
are installing the Demo version, Setup does not install SQL Server
Express.
• The Microsoft Dynamics NAV Demo database, with a demo license.

Note: The development environment is discussed in the "Microsoft Dynamics


NAV Server" module later in this course.

Demo Install Notes

When you click Demo Install, Setup begins to copy files. After this, you have no
more interaction with Setup (except to click Close to exit Setup when it is finished
copying files).

Setup cannot install an .mdf file (the data file for a database) to the local
computer if the destination folder or drive is compressed.

Setup creates a new instance of SQL Server—NAVDEMO—and installs the Demo


database—Demo Database NAV (7-0)—in this instance. (Earlier Versions of
Microsoft Dynamics NAV installed the Demo database in the default instance of
SQL Server.) The first time that you install Microsoft Dynamics NAV 2013, the new
instance of SQL Server and the Demo database are created automatically. If you
later delete Microsoft Dynamics NAV 2013 and then run Setup to install the Demo
version again, Setup prompts you to replace the existing database. Your options
are Yes and Cancel.

Server Option

The Server option is available on the Choose an installation option page in


Microsoft Dynamics NAV 2013 Setup. It can be used to install the server tier in a
Microsoft Dynamics NAV 2013 environment.

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Module 1: Architecture
Installed Components

When you choose the Server option, Microsoft Dynamics NAV 2013 Setup installs
the following component:

• Microsoft Dynamics NAV Server. This forms tier two in the Microsoft
Dynamics NAV three-tier product architecture. (RoleTailored client is
tier two, and SQL Server Database Components, together with SQL
Server or SQL Server Express, is tier three.)
• Microsoft Dynamics NAV Server Administration Tool. This tool is
discussed more in the "Microsoft Dynamics NAV Server" module in
this course.

You can configure the Server option to add or remove components by clicking
Customize under the Server option on the Choose an installation option pane.

Additional components available under the Server option are as follows:

• SQL Server Database Components


• Demo database
• Microsoft Dynamics NAV Portal Framework for Microsoft SharePoint
• Automated Data Capture System
• Microsoft Dynamics NAV Web client

Client Option

The Client option is available on the Choose an installation option page in


Microsoft Dynamics NAV 2013 Setup. This option can be used to install additional
instances of the Windows client in an existing or a new Microsoft Dynamics NAV
2013 environment.

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Installation and Configuration in Microsoft Dynamics® NAV 2013

FIGURE 1.6: THE PREPACKAGED INSTALLATION OPTIONS

Installed Components

When you choose the Client option, Microsoft Dynamics NAV Setup installs the
following component:

• RoleTailored client for Windows

The RoleTailored client forms tier one in the Microsoft Dynamics NAV three-tier
product architecture. (Microsoft Dynamics NAV Server is tier two, and SQL Server
Database Components, together with SQL Server or SQL Server Express, is tier
three.)

You can configure the Client option to install additional components by clicking
Customize under the Client option on the Choose an installation option pane.

Additional components available under the Client option include the


Development Environment, Microsoft Dynamics NAV Server Administration Tool,
and the Microsoft Office Outlook Add-In.

If you install the Windows client by using any installation option other than the
Install Demo option, you must provide some initial configuration information to
enable the client to establish a connection with an instance of Microsoft Dynamics
NAV Server. Configuring the Windows client during and after installation will be
discussed later in this course.

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Module 1: Architecture
Developer Option

The Developer option is available on the Choose an installation option page in


Microsoft Dynamics NAV 2013 Setup.

The set of components installed with the Developer option includes components
a developer would typically use in designing Microsoft Dynamics NAV
applications for a customer company. It can also be used for administrative tasks
such as creating a database, managing users, and creating and assigning
permission sets.

Installed Components

When you choose the Developer Environment option, Setup installs the
following components:

• RoleTailored client for Windows


• Development Environment (C/SIDE)
• Microsoft Dynamics NAV Server
• SQL Server Database Components
• Microsoft Dynamics NAV Portal Framework for Microsoft SharePoint

You can configure the Developer Environment option to install additional


components by clicking Customize under the Developer Environment option
on the Choose an installation option pane.

Custom Components Option

The Custom Components option is available on the Choose an installation


option page in Microsoft Dynamics NAV 2013 Setup.

Installed Components

This option differs from the other installation options that are available on the
Choose an installation option page in Setup. It is not a subset of the complete
list of available components for a particular type of user or configuration. Instead,
it is the full list of Microsoft Dynamics NAV components from which you can
select individual components to install. You can use this list to design your own
installation option.

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Installation and Configuration in Microsoft Dynamics® NAV 2013
Choose Components to Install

When you run Microsoft Dynamics NAV 2013 Setup, you can install a predefined
component package. These packages are called Installation Options. If you have
to modify the set of components that are included in an existing installation
option, then you can click Customize under any installation option. If you want to
install components that are not all available in a predefined installation option,
then you can click Custom Components.

Note: You can customize the component list for the Client, Server, or
Developer installation options. However, only with the Developer option can you
choose from the complete set of Microsoft Dynamics NAV components. The range
of available components for the other two installation options is limited to
components that are relevant for that option.

The following procedure describes how to select the components to install.

Choosing Components to Install

In this procedure, you use the Component Selection page to select what to
install.

To identify the components that you want to install:

1. In Setup, on the Choose an installation option page, decide which


Installation Option you want to customize, and then click Customize
below the name of the installation option.
This opens the Customize the installation page with one or more
components already selected. You can also click the Custom
Components option on the Choose an installation option pane. This
opens the Customize the installation pane without preselected
components.

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Module 1: Architecture

FIGURE 1.7: THE LIST OF COMPONENTS TO INSTALL DURING SETUP

Note: To install Microsoft Dynamics NAV to a location other than the default
location, on the Customize the installation page, click Destination folder.

2. Select the components that you want to install on the Customize the
installation page.
Options are presented in a tree view. The tree has three levels:

- The top level shows only a single node, which is Microsoft Dynamics
NAV.
- The second level shows additional nodes that each identify a
component such as Client and Server. Some second-level nodes have
a plus sign on the left. Click the plus sign to expand the third level of
the hierarchy.
- The third level shows subcomponents for the selected second-level
component.

Each node has one of three statuses as indicated by its appearance.


Component Node Description
The component and
all its subcomponents
are selected for
installation.

FIGURE 1.8: COMPONENT NODE SELECTION


STATUS

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Installation and Configuration in Microsoft Dynamics® NAV 2013
Component Node Description

The component is
FIGURE 1.9: COMPONENT NODE SELECTION selected for
STATUS installation. Some or
none but not all of
the subcomponents
are also selected.
Only items on the
top or second level
can be inactive
because only these
nodes can have
subcomponents.

Neither the
component nor any
FIGURE 1.10: COMPONENT NODE SELECTION
of its subcomponents
STATUS
are selected for
installation.

3. Click a component to open a menu of options for that component.


You must click in the box. The following options are available:
Node Option Description
Run from My Computer Select this component for installation.

Run all from My Computer Select this component and all


subcomponents for installation.

Not Available Cancel installation of this component and all


subcomponents.

4. After you have selected the set of components and subcomponents


that you want to install, click Next to continue to the Specify
parameters page.

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Module 1: Architecture
Preconfigure Components

With Microsoft Dynamics NAV Setup, you can preconfigure components before
you install Microsoft Dynamics NAV so that you do not have to configure them
after. You can use the Specify parameters page to associate configuration
settings with a component before installation.

1. In Setup, on the Specify parameters pane, supply all settings for the
listed components.
2. When you have finished configuring a component, click Apply to
validate your settings. If there are issues with the settings that you
have selected, then information about these issues is displayed on the
Problems were identified for this configuration pane.

The following components can be preconfigured:

• RoleTailored client for Windows


• Microsoft Dynamics NAV Server
• SQL Server Database Components
• Automated Data Capture Systems
• NAS services

After you have solved possible problems displayed on the Specify parameters
page, you can continue Microsoft Dynamics NAV Setup with the configuration
settings applied. The settings will only be valid for the current installation. When
you run Setup again, you will have to re-enter the settings.

Create and Load Configuration Files

After you finish customization and configuration of the components to install, you
can save this information to a Setup configuration file. You can use this file
together with Setup, either when you or another user runs Setup or when you run
a silent installation.

Saving a Setup Configuration File

You can create a new setup configuration file or save a modified setup
configuration file on the Specify parameters page in Microsoft Dynamics NAV
Setup. This page is available when you run Setup unless you select Install Demo,
which skips all other Setup pages.

To save a setup configuration file:

1. In the Specify parameters page, click Save.


2. Type a file name for the configuration file. An .xml extension is added
automatically.

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Installation and Configuration in Microsoft Dynamics® NAV 2013
3. Click Save.

You now return to the Specify parameters page, where you can continue with
installing software. You can also close Setup if you only have to create a Setup
configuration file.

Loading a Setup Configuration File

The option to load a Setup configuration file is located on the Choose an


installation option page in Microsoft Dynamics NAV Setup. This option is also
available with a command-line install.

Note: A Setup configuration file contains information about which


components to install and which settings to apply to each component. Therefore,
you should not customize the list of components or configure components in Setup
before you load a Setup configuration file because loading the configuration
overwrites all prior customization and configuration.

To load a Setup configuration file in Setup:

1. In the Choose an installation option page, click Load


Configuration. This option is located under Custom Components.
2. In the Open dialog box, select or browse to the Setup configuration
file that you want to open, and then double-click the file. Setup now
shows the Customize the installation page that was modified
according to the component selection in the loaded Setup
configuration file.
3. Modify the list of components to install, or click Next to go to the
Specify parameters page, where settings from the Setup
configuration file are shown.
4. Configure these settings, or click Apply to accept these values and
continue.

Using a Setup Configuration File in a Silent Installation

Instead of using the Setup wizard, you can run Microsoft Dynamics NAV 2013
Setup at a command prompt. You can do this by starting the Setup.exe on the
Microsoft Dynamics NAV installation media. (Setup.exe is in the root directory.)

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Module 1: Architecture
If you want to use a Setup configuration file when you run Setup.exe from the
command prompt, you can add the /config parameter:

Setup.exe /config <Setup config file>

The /config parameter includes the path and file name information for a Microsoft
Dynamics NAV 2013 Setup configuration file to load.

Modifying a Setup Configuration File

To edit a Setup configuration file, you can either use an XML editor or you can
load it into Microsoft Dynamics NAV Setup, make the desired modification, and
then save the file. You do not have to install any software during this process.

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Installation and Configuration in Microsoft Dynamics® NAV 2013

Module Review
Module Review and Takeaways

Microsoft Dynamics NAV 2013 is built on a multithreaded three-tier architecture


that supports different client types and deployment scenarios. Understanding the
Microsoft Dynamics NAV 2013 architecture, the clients, and the installation
options enables IT professionals, system implementers, and developers to
efficiently install and customize Microsoft Dynamics NAV 2013 to fit the
customer’s needs.

Test Your Knowledge

Test your knowledge with the following questions.

1. How many core components does the Microsoft Dynamics NAV 2013
architecture contain?

( )2

( )3

( )4

( ) unlimited

2. Which tiers does a Microsoft Dynamics NAV 2013 deployment include?

( ) Database, RoleTailored Client for Windows, Web Client

( ) Database, SQL Server, RoleTailored Client for Windows

( ) Database, RoleTailored Client for Windows, Business Web Services

( ) Database, Server, Client

3. What is not true about Microsoft Dynamics NAV Server?

( ) It executes all business logic.

( ) It provides an open interface to the user.

( ) There can be multiple instances in a Microsoft Dynamics NAV 2013


deployment.

( ) It handles communication between the data and the client tiers.

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Module 1: Architecture
4. What is the role of the Data Binder component in the Microsoft Dynamics
NAV 2013 architecture?

( ) It determines the user experience.

( ) It saves input data, data state, and data notifications only on the client

( ) It sends data, data state, and notifications from the business logic to
the client and back again.

( ) It builds a logical form with data binding, controls, and behavior.

5. What is true about Microsoft Dynamics NAV business web services in


Microsoft Dynamics NAV 2013?

( ) You can use Microsoft Dynamics NAV business web services only to
read data from the Microsoft Dynamics NAV database.

( ) You can generate SOAP web services and OData web services from
Microsoft Dynamics NAV page objects.

( ) Microsoft Dynamics NAV business web services do not allow


execution of the Microsoft Dynamics NAV business logic.

( ) Microsoft Dynamics NAV business web services are stateless except


when they are published from a single-instance codeunit.

6. Which installation option will install all core components without additional
interaction with Setup?

( ) Developer Option

( ) Server Option

( ) Custom Components Option

( ) Client Option

( ) Install Demo Option

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Installation and Configuration in Microsoft Dynamics® NAV 2013

Test Your Knowledge Solutions


Module Review and Takeaways

1. How many core components does the Microsoft Dynamics NAV 2013
architecture contain?

( )2

(√) 3

( )4

( ) unlimited

2. Which tiers does a Microsoft Dynamics NAV 2013 deployment include?

( ) Database, RoleTailored Client for Windows, Web Client

( ) Database, SQL Server, RoleTailored Client for Windows

( ) Database, RoleTailored Client for Windows, Business Web Services

(√) Database, Server, Client

3. What is not true about Microsoft Dynamics NAV Server?

( ) It executes all business logic.

(√) It provides an open interface to the user.

( ) There can be multiple instances in a Microsoft Dynamics NAV 2013


deployment.

( ) It handles communication between the data and the client tiers.

4. What is the role of the Data Binder component in the Microsoft Dynamics
NAV 2013 architecture?

( ) It determines the user experience.

( ) It saves input data, data state, and data notifications only on the client

(√) It sends data, data state, and notifications from the business logic to
the client and back again.

( ) It builds a logical form with data binding, controls, and behavior.

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Module 1: Architecture
5. What is true about Microsoft Dynamics NAV business web services in
Microsoft Dynamics NAV 2013?

( ) You can use Microsoft Dynamics NAV business web services only to
read data from the Microsoft Dynamics NAV database.

(√) You can generate SOAP web services and OData web services from
Microsoft Dynamics NAV page objects.

( ) Microsoft Dynamics NAV business web services do not allow


execution of the Microsoft Dynamics NAV business logic.

( ) Microsoft Dynamics NAV business web services are stateless except


when they are published from a single-instance codeunit.

6. Which installation option will install all core components without additional
interaction with Setup?

( ) Developer Option

( ) Server Option

( ) Custom Components Option

( ) Client Option

(√) Install Demo Option

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Installation and Configuration in Microsoft Dynamics® NAV 2013

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