1. explore engage elevate May 21, 2015 KANSAS (KANSAS CITY) CHAPTER MEETING Microsoft Dynamics GP User Group (GPUG®) Tweet today’s meeting: #GPchapter[STATE ABBREVIATION] (ex: #GPchapterNJ)

2. exploreengage elevate Casual event, feel free to contribute We are all volunteers, enjoy and step up Bathrooms are located #### Coffee Service is in the back Make sure to sign in so we have attendance Housekeeping Tweet today’s meeting: #GPchapter[STATE ABBREVIATION] (ex: #GPchapterNJ)

3. exploreengage elevate Agenda [ENTER YOUR MEETING AGENDA BELOW] Welcome & Introductions GPUG News & Chapter Business Member Showcase – Ascend Learning OneSource Series – 19 Tips and Tricks for Excel Networking Break Educational – SQL for Beginners Roundtable Discussion Join us at [LOCATION] for Lunch & Networking!

4. exploreengage elevate Company Role in Company What inspired you to attend today’s meeting? Name Most desired topic for future meetings Welcome & Introductions

5. exploreengage elevate The What Connect. Learn. Share. We’re a little over 4,800 Dynamics GP users who get together and chat all about GP virtually or at in person events, like this one. It’s a really big conversation you probably shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Call Bob Buresh, he’s a great guy as well as the GPUG Membership Manager. 877.324.8880 x1448 bob@gpug.com

6. exploreengage elevate Join our Chapter Community today to receive updates and access to the content library with presentation materials.

7. exploreengage elevate Be a part of something really great. FACT: The most successful chapters have strong leadership teams installed. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics GP Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader and email GPUG Chapter Coordinator, Whitney Derks: whitney@gpug.com

8. exploreengage elevate Next Meeting? Date: August 27, 2015 Time: 08:30 am to 12:30 pm Place: TBD Topics: What topics do you want? Tweet today’s meeting: #GPchapter[STATE ABBREVIATION] (ex: #GPchapterNJ)

9. Ascend Learning

10. exploreengage elevate Ascend Learning LLC We provide online education for the Nursing, Allied Health and Professional Services Industries We use Financial, Payables, Sales, Fixed Assets, Inventory, Manufacturing GP2013 R2 72 licenses, 150 + users Used since 2005 Mekorma – MICR Nolan ICP – All payables processed out of one company database Professional Advantage – Collections Management FastPath – Assure SOD eOne – Smart Connect, NodeBuilder Infinia Integrator Greenshades - 1099 Favorite Module and Why: eOne Smart Connect because you can build integrations for every module Tips & Tricks / Way to Improve Processes: Emailing functionality in GP2013 Where Do They Go for Answers: GPUG, Victoria Yudin, CustomerSource Questions?

11. exploreengage elevate Educational Presentation OneSource Excel – 19 Tips and Tricks for Excel

12. exploreengage elevate Networking Break See you back here in 15 minutes!

13. exploreengage elevate Educational Presentation SQL for Beginners

14. explore engage elevate SQL for Dummies Beginners Authored by Palma Hirschfelder Wurzel Intertech Security

15. exploreengage elevate Why learn SQL? UPDATE SY00500 SET MKDTOPST=0 where BACHNUMB=’XXX’

16. exploreengage elevate What is SQL? Structured Query Language SQL is the standard language used to communicate with a database.

17. exploreengage elevate What is a database? A database is an organized, structured collection of information, or data. Example: Your phone book (an alphabetical arrangement of names and addresses)

18. exploreengage elevate Why does database structure matter? How a database is structured affects how users retrieve information from it. Phone book:Last, First Smartphone contact list:Last, First or First, Last Do you search the database for Angelou then Maya, or Maya then Angelou?

19. exploreengage elevate  Dynamics GP databases are complex. Take the time to learn how they’re structured. It will help you find the information you need. Work, open, history GL, A/R, A/P, Inventory… http://victoriayudin.com/gp-tables/ http://dyndeveloper.com/DynModule.aspx https://www.gptablereference.com/

20. exploreengage elevate What programs do I use with SQL? SQL Server Management Studio is used for the majority of interactions with databases.

21. exploreengage elevate How do I log into SQL? Launch SQL Server Management Studio. Log into: Server\Instance Example: MyServer\Dynamics

22. exploreengage elevate What is an “instance” of SQL? An instance refers to a single installation of SQL. SQL can be installed multiple times on the same server. One instance may contain many databases. One database may contain many tables of data.

23. exploreengage elevate What is the tree structure in SQL? Instance Database Table

24. exploreengage elevate How do I get around in SQL? Object Explorer Query Editor Pane Toolbars *Demo* Connect to Instance, Refresh Databases: Tables, Views, Security Security: Users SQL Server Agent: Maintenance Jobs New Query Process Monitor

25. exploreengage elevate How do I make a database backup? Right-click database > Tasks > Back Up * Demo *

26. exploreengage elevate Why do I make database backups? THERE IS NO UNDO BUTTON IN SQL. Always back up before running any script in SQL.

27. exploreengage elevate How do I restore a database from a backup? Right-click database > Tasks > Restore > Database Options: Overwrite the existing database with replace Verify log and data file locations * Demo *

28. exploreengage elevate What if the restore doesn’t work? A database restore is only possible as long as nobody is using the database. Check the process monitor to make sure nobody is in the system. * Demo *

29. exploreengage elevate Who can use SQL? Only people who have been granted access by your server admin. But, all GP users exist as users in SQL. * Demo * Instance Security vs. Database Security

30. exploreengage elevate How do users authenticate in SQL? Windows authentication or SQL authentication Security > Logins > Right-click > New Login * Demo *

31. exploreengage elevate What do these SQL roles mean? Every database user belongs to the public role. This role grants default permissions for all users in a database. Public objects are by default available to all users if permissions haven’t been granted or denied. Members of the db_datareader role can run SELECT statements against any table or view in the database. http://technet.microsoft.com/en-us/library/ms189121(v=sql.105).aspx

32. exploreengage elevate So how does SQL really work? A relational database organizes information, and links information, based on defined relationships between the data. A well-designed database will be optimized for storage and efficiency. Information is not stored in multiple places. Information is easy to retrieve. Information is relatable.

33. exploreengage elevate How does information relate? TitleYear_PublishedFirstLastBirth_YearBirthplaceStateCountry The House of the Spirits1982IsabelAllende1942Lima Peru Eva Luna1987IsabelAllende1942Lima Peru The Stories of Eva Luna1989IsabelAllende1942Lima Peru The Infinite Plan1991IsabelAllende1942Lima Peru Daughter of Fortune1999IsabelAllende1942Lima Peru Ines of My Soul2006IsabelAllende1942Lima Peru Island Beneath the Sea2010IsabelAllende1942Lima Peru The Bluest Eye1970ToniMorrison1931LorainOhioUnited States Song of Solomon1977ToniMorrison1931LorainOhioUnited States Tar Baby1981ToniMorrison1931LorainOhioUnited States Beloved1987ToniMorrison1931LorainOhioUnited States Jazz1992ToniMorrison1931LorainOhioUnited States Paradise1997ToniMorrison1931LorainOhioUnited States Home2012ToniMorrison1931LorainOhioUnited States Sense and Sensibility1811JaneAusten1775Steventon England Pride and Prejudice1813JaneAusten1775Steventon England Mansfield Park1814JaneAusten1775Steventon England Emma1815JaneAusten1775Steventon England Northanger Abbey1818JaneAusten1775Steventon England Persuasion1818JaneAusten1775Steventon England One big table… Notice the repeating information: Inefficient method of storage

34. exploreengage elevate In a relational database… AuthorIDFirstLastBirth_YearBirthplaceStateCountry 101MayaAngelou1928St. LouisMissouriUnited States 102AgathaChristie1890TorquayDevonEngland 103MaryShelley1797LondonEngland 104VirginiaWoolf1882LondonEngland 105ToniMorrison1931LorainOhioUnited States 106JaneAusten1775SteventonEngland 107IsabelAllende1942LimaPeru Table #1: Authors Unique identifier = “Primary Key”

35. exploreengage elevate In a relational database… Table #2: Books Unique identifier = “Primary Key” BookIDTitleYear_PublishedAuthorID B201The House of the Spirits1982107 B202Eva Luna1987107 B203The Stories of Eva Luna1989107 B204The Infinite Plan1991107 B205Daughter of Fortune1999107 B206Ines of My Soul2006107 B207Island Beneath the Sea2010107 B208The Bluest Eye1970105 B209Song of Solomon1977105 B210Tar Baby1981105 B211Beloved1987105 B212Jazz1992105 B213Paradise1997105 B214Home2012105 B215Sense and Sensibility1811106 B216Pride and Prejudice1813106 B217Mansfield Park1814106 B218Emma1815106 B219Northanger Abbey1818106 B220Persuasion1818106 “Foreign Key”

36. exploreengage elevate How do I query a database? SELECTFROMWHERE Select *some_stuff* From *a_place* Where *something_is_true*

37. exploreengage elevate How do I select the entire table? SELECT * FROM GL30000 * = everything This statement says “select everything from table GL30000.” * Demo *

38. exploreengage elevate What is a join? A join is a method of retrieving information from multiple tables in a SQL statement. Information from different tables is linked, usually via primary and foreign keys.

39. exploreengage elevate Are there different types of joins? Inner Join Left Join Right Join Full Join http://joins.spathon.com/

40. exploreengage elevate What is the join syntax? SELECT column_name(s) FROM Table1 LEFT JOIN Table2 ON Table1.Column_Name = Table2.Column_Name * Demo *

41. exploreengage elevate Is there a key to making good joins? Know your unique identifier! SELECT * FROM INFORMATION_SCHEMA.KEY_COLUMN_USAGE WHERE OBJECTPROPERTY(OBJECT_ID(CONSTRAINT_NAME), 'ISPRIMARYKEY') = 1 AND TABLE_NAME = ‘Your_Table_Name'

42. exploreengage elevate Is a unique identifier always a number? A primary key can be a combination of columns that uniquely identify rows in the table. * Demo *

43. exploreengage elevate How do I get info from 2 tables with similar columns? Use a UNION. Select * From Tablename UNION Select * From Tablename * Demo * In GP: Work Open History

44. exploreengage elevate Can I save the query for frequent use? Create a view. You can use views with SmartList Builder! Create View_Name As Select… * Demo *

45. exploreengage elevate How do I use a view for SmartLists?

46. exploreengage elevate

47. exploreengage elevate SmartList Builder couldn’t provide the right date format, and the end users didn’t want to export to an excel template, so we created a SQL view that handled the formatting.

48. exploreengage elevate What if I need to update the database? Only in extraordinary circumstances where the UI won’t work! Backup your database first!!!!!!!! UPDATE Table_Name Set Column_Name = ‘the_right_data’ WHERE… your_very_specific_parameters

49. exploreengage elevate If a batch is locked in posting status… All users exit GP. Note the Batch ID that is causing the problem. SELECT * FROM DYNAMICS..ACTIVITY SELECT * FROM DYNAMICS..SY00800 SELECT * FROM DYNAMICS..SY00801 SELECT * FROM TEMPDB..DEX_LOCK SELECT * FROM TEMPDB..DEX_SESSION DELETE DYNAMICS..ACTIVITY DELETE DYNAMICS..SY00800 DELETE DYNAMICS..SY00801 DELETE TEMPDB..DEX_LOCK DELETE TEMPDB..DEX_SESSION UPDATE SY00500 SET MKDTOPST=0, BCHSTTUS=0 where BACHNUMB=’XXX’ (Where ‘XXX’ is the batch ID of the batch that is stuck in posting / Receiving / Busy / Marked etc.)KB850289 “DELETE” removes all rows of data from a table. Very dangerous!

50. exploreengage elevate Tips Tools > Options > Text Editor > All Languages > Display Line Numbers * Error messages give line numbers Query Options > Results > Grid > Display Results in Separate Tab * Good for large queries

51. exploreengage elevate Safety THERE IS NO UNDO BUTTON. “Drop” and “Delete” are dangerous words. Avoid them. Always backup your database. Never experiment in your production database.

52. exploreengage elevate Resources http://www.sqlpass.org/ http://www.microsoft.com/learning/en-us/sql-training.aspx http://www.w3schools.com/sql/default.asp http://stackoverflow.com/ http://blog.sqlauthority.com/ http://www.sqlcourse.com/index.html

53. exploreengage elevate Questions Presenter Contact info

55. exploreengage elevate Round Table Discussion Have you upgraded to the most recent version? If not, what’s holding you back? If you have upgraded, what are the benefits? What difficulties did you overcome? What ISV Solutions do you use? What challenges do they help solve? What tips and tricks can you share with the group? What resources do you turn to for help?

56. exploreengage elevate @GPUG56 OCTOBER13-16 www.gpugsummit.com #INreno15 #GPUGSummit INcomparable Learning INnovative Ideas INfinite Experience Reno/Lake Tahoe, Nevada

57. explore engage elevate Don’t Forget to Fill out the Survey! You will receive an email with a brief survey after the meeting. Help your leaders by suggesting topics for the next meeting.