Microsoft ® Business Solutions–Navision ® 4.0 Development II - C/SIDE Solution Development Day 5

Navision Developer’s Toolkit

3 of 43 Navision Developer’s Toolkit Import Object Files Object Administrator Navision Developer’s Toolkit Database Interface Navision Developer’s Toolkit Database Navision Application Database Source Analyzer Compare & Merge

4 of 43 Navision Developer’s Toolkit Source Analyzer Object Administrator Object Functions Object Views Object Tools Relations to Tables Relations from Objects Where Used Object Tree Object Diagram Source Finder Code Viewer Object Bin Method Flow

5 of 43 Navision Developer’s Toolkit Compare & Merge Object Administrator Merge Setup Compare & Merge Versions Compare Two Versions Import Versions Select Reference Versions Version Focus Compare 3 Ref. Versions Automatic Merge Compare 2 Ref. Versions Compare Report Manual Merge

6 of 43 Navision Developer’s Toolkit Merge Process Old Base Version NDT Database Current Custom Version New Base Version New Custom Version Analyze & Compare Merge Export Objects Import

Managing Interfaces

8 of 43 Managing Interfaces Properties Triggers Properties Triggers Data Items Global Var. Fields XMLport Events XMLPort Object Description

9 of 43 Managing Interfaces OnInitXMLport OnPreXMLport OnPostXMLport XML Line Triggers XMLPort Event Triggers

Managing Interfaces Lab

11 of 43 Conclusion We have created two interfaces, one to send messages to participants using OCX, and another to create XML file of participants using an XMLport We have finished our Seminar module and we are ready to implement

Managing Interfaces Review Questions

13 of 43 Review Automation Server OCX XMLport

Dataports and Data Conversions

15 of 43 Dataports and Data Conversions Properties Triggers Properties Triggers Data Items Global Var. Fields Properties Triggers Properties Controls Triggers Request Form Dataport Object Description

16 of 43 Dataports and Data Conversions OnInitDataport OnPreDataport OnPostDataport OnPreDataitem OnBeforeExportRecord OnAfterFormatField OnBeforeEvaluateField OnBeforeImportRecord OnAfterExportRecord OnPostDataItem OnAfterImportRecord Dataport Event Triggers

17 of 43 Dataports and Data Conversions Transaction Imports Importing Documents (Data Conversion) File Handling in Microsoft Navision

18 of 43 Dataports and Data Conversions Do not import into Ledgers! Should you save the journal lines or post them? What code in what trigger? Calling Journal Validation Routines

19 of 43 Dataports and Data Conversions Do not import into ledgers! –Import into journals instead

20 of 43 Dataports and Data Conversions Should You Save Them or Post Them? –We now have a choice to make… Save the records Post the records (that’s right, a dataport that posts)

21 of 43 Dataports and Data Conversions What Code in What Trigger? –OnPreDataport Validate Request Form –OnPreDataItem Used to initialize variables needed for the data item –OnBeforeImportRecord INIT –OnAfterImportRecord The Workhorse

22 of 43 Dataports and Data Conversions How are you going to get all of the data you need to import? What can we do about the Description field?

23 of 43 Dataports and Data Conversions Which validation routines should you call? –What kind of data is being imported? –Table Relation to test? –Entry of one field affect another?

24 of 43 Dataports and Data Conversions Saving Journal Records –The first option – Save the Records in the Journal –We’ll need code to do the following: Find the last Line no. for this Batch (OnPreDataitem) Set the primary key fields (OnAfterImportRecord)

25 of 43 Dataports and Data Conversions Posting Journal Records –The second option – Post the Records –No need for Line No, Batch or Template –Simply send the record to the Post Line codeunit –Since we aren’t saving any records, change the properties of the Dataitem to not save anything

26 of 43 Dataports and Data Conversions For Open Orders –Try to use these as practice For Historical Documents –Simply import them into the History tables –These are not Ledger tables but they are still protected

27 of 43 File Handling in Navision A faster alternative to using Dataports “File” Data Type Opening Files for Import or Export –WRITEMODE –TEXTMODE –QUERY REPLACE –OPEN –CREATE –CLOSE Methods of Reading Files –TEXT –BINARY Reading or Writing Data in External Files –READ –WRITE Which Method to Use?

Upgrades

29 of 43 Why Upgrade? Benefits to the Customer –Gain access to new features –Improvements to existing features –Improved performance –Removal of problems Benefits to the Solution Center –Better customer relations –Easier to support –Remove problems before customer notices them –Opportunities for additional sales

30 of 43 Definitions Executables Application Functional Area Granule Feature Bug Enhancement

31 of 43 Types of Upgrades Hotfix Release Update Critical Update Service Pack Feature Pack

32 of 43 Types of Upgrades Improvements –Improvements are usually bug fixes –Sometimes include minor new features or enhancements –Could be simple data upgrade procedures to repair damage –No executable changes

33 of 43 Types of Upgrades Service Packs –Include all previous improvements –Additional bug fixes or minor new features or enhancements –Could include changes to executables –Could be simple data upgrade procedures to repair damage –Sometimes includes release of a new product CD

34 of 43 Types of Upgrades Minor Release –Include all previous Improvements and Service Packs –Additional bug fixes, feature enhancements, minor new features, and executable changes –Often include release of new major features –Could be minor data upgrades –New product CD

35 of 43 Types of Upgrades Major Release –Include all previous Improvements, Service Packs, and Minor Releases –Additional bug fixes, minor and major features, and executable changes –Major functionality changes –New Functional Areas –Data Upgrade Required –New product CD

36 of 43 US 4.00.A (US 4.00.A) Country Version Executable Version Release Service Pack The Version Tells All – Help->About

37 of 43 US Country Version Release Service Pack Hotfix The Version Tells All – Version Tags

38 of 43 Planning for Upgrades Plan in Advance –Start planning for upgrades when making the initial implementation plans Customizations Scheduling

39 of 43 Upgrading the Executables Microsoft Navision Server Microsoft Navision Clients

40 of 43 Table 18 Base 3.70 Table 18 Customized 3.70 Table 18 Base 4.00 Table 18 Customized 4.00 Upgrading the Objects For each Object, here is what we have – An old Base version (from the CD you installed from) – The new Base version (from the CD you are upgrading to) – The old Customized version (from your customer’s system) And this is what we want... A new customized version!

41 of 43 Tools for Upgrading the Objects Import Worksheet Editing Text Objects Upgrade Toolkit Developer’s Toolkit –Compare Tool –Merge Tool Change Log

42 of 43 The Upgrade Process The Upgrade Toolkit –Prepare for Upgrade –Upgrade the Executables Make sure you have the new license –Upgrade the Objects –Customize the Upgrade Tools –Upgrade the Data Test Live

43 of 43 Review Questions 36 Questions