Microsoft Solomon Installation & Configuration
Course 8373: Two days; Instructor-Led
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Introduction
This course develops your understanding of technologies and techniques necessary to successfully install Microsoft® Business Solutions-Solomon®. By covering the basics of installation and setup, as well as advanced topics such as optimization, the course builds your confidence and minimizes the installation time for your customers.
Microsoft® SQL Server is discussed as it applies specifically to the optimization of Solomon.
The course discusses the installation of Microsoft Solomon as well as the installation of the related products listed in the agenda. This course does not go into the setup and use of the Microsoft Solomon application as these topics are covered within other training offered by Microsoft Business Solutions.
Audience
Microsoft Solomon Installation and Configuration training is recommended for people who plan to install, implement, configure, consult, or support Microsoft Solomon. The class is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects of Microsoft Solomon. The course is not intended for non-technical staff.
At Course Completion
After completing this course, students will be able to:
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• | Identify the unique position of Microsoft Solomon in the accounting software marketplace | |
• | Describe features, design foundations, and system-level support
| | • |
Interpret Solomon licensing issues and the relationship with Microsoft SQL Server licensing | |
• | Describe the working relationship between Microsoft SQL Server and Solomon | |
• | Identify the elements of Microsoft Solomon pre-installation | |
• | Gather resources needed to prepare for Solomon installation | |
• | Identify the basics of developing a Microsoft Solomon implementation plan | |
• | Prepare the computer platform for Microsoft Solomon installation | |
• | Identify the main elements of Microsoft Solomon installation | |
• | Install Solomon | |
• | Set up new Microsoft Solomon databases | |
• | Set up Microsoft Solomon demo databases | |
• | Login to Microsoft Solomon | |
• | Register Microsoft Solomon | |
• | Set up Microsoft Solomon clients | |
• | Identify the Microsoft Solomon directory structure | |
• | Identify Microsoft Solomon components | |
• | Identify the basics of all Microsoft Solomon menu functions | |
• | Run Microsoft Solomon modules and open Microsoft Solomon windows | |
• | Navigate through the system and manage database records using the Microsoft Solomon Toolbar | |
• | Set up Microsoft Solomon printer services | |
• | Use Microsoft Solomon standard and extended report options | |
• | Use Microsoft Solomon online help system | |
• | Identify the different levels of system security used with Microsoft Solomon | |
• | Define Microsoft Solomon users and groups | |
• | Set up user and user group access rights | |
• | Change user passwords | |
• | Use inquiry and entity inquiry windows in Microsoft Solomon | |
• | Use Microsoft Solomon's powerful copy and paste functions | |
• | Set up and use Microsoft Solomon templates | |
• | Identify the basics of using recurring transactions in Solomon | |
• | Attach pop-up personal notes to data items | |
• | Track current Microsoft Solomon user activity | |
• | Use the Microsoft Solomon event log | |
• | Download and install Solomon update files | |
• | Identify the basics of on-going system maintenance | |
• | Backup the Solomon database and system | |
• | Use the Database Maintenance Plan in SQL Server | |
• | Configure Windows Servers | |
• | Recommend SQL Server Settings | |
• | Identify bottlenecks | |
• | Utilize Windows Performance Monitor | |
• | Describe the basics of RAID arrays | |
• | Use Windows Performance Monitor for SQL | |
• | Set up an Application Server | |
• | Submit requests to an Application Server | |
• | Monitor requests made to an Application Server | |
• | Identify Microsoft Solomon Supporting products | |
• | Identify the uses for Web Order | |
• | Set up ODBC data sources | |
• | Install Crystal Reports | |
• | Install FRx | |
• | Use Transaction Import | |
• | Identify problems and find sources of problems | |
• | Use tools and sources in Solomon to correct issues | |
• | Use SQL Server Profiler | |
• | Troubleshoot Microsoft Solomon |
Prerequisites
Before attending this course, students must have:
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• | Working knowledge of Microsoft® Windows® 2000, Windows 2003, or Windows XP. General knowledge of database applications is helpful but not required. |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student materials includes a comprehensive workbook and other necessary items for this class.
Course Outline
Chapter 1: Introducing the Microsoft Solomon System
This chapter introduces you to the features, purpose, and characteristics of the Microsoft Solomon system. You learn about specific items within Microsoft Solomon and how the system is set up.
Main Topics
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• | Understanding Microsoft Solomon | |
• | Licensing Solomon | |
• | Understanding Microsoft SQL Server licensing | |
• | Understanding the Solomon - SQL Server relationship |
Lab
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• | Identify the correct Solomon edition based on specific criteria |
After completing this chapter, students will be able to:
|
• | Identify the unique position of Microsoft Solomon in the accounting software marketplace | |
• | Describe features, design foundations, and system-level support | |
• | Interpret Solomon licensing issues and the relationship with Microsoft SQL Server licensing | |
• | Describe the working relationship between Microsoft SQL Server and Solomon |
Chapter 2: Preparing to Install Microsoft Solomon
This chapter discusses the importance of planning prior to an installation. Topics include what to do in pre-planning and references technical bulletins. Implementation plans are discussed as well as a look at the hardware and software requirements for Microsoft Solomon.
Main Topics
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• | Defining pre-installation | |
• | Protecting current accounting data | |
• | Gathering what you need | |
• | Defining the implementation plan | |
• | Setting up the appropriate computer system | |
• | Microsoft Solomon hardware and software requirements and recommendations |
Lab
|
• | Locate a specific technical bulletin based on specific criteria |
After completing this chapter, students will be able to:
|
• | Identify the elements of Microsoft Solomon pre-installation | |
• | Gather resources needed to prepare for Microsoft Solomon installation | |
• | Identify the basics of developing a Microsoft Solomon implementation plan | |
• | Prepare the computer platform for Microsoft Solomon installation |
Chapter 3: Installing Microsoft Solomon
In this chapter a complete install of Microsoft Solomon is performed. The process is reviewed first and then a screen-by-screen install is presented discussing the importance of each option and selection during the install.
Main Topics
|
• | Understanding the process | |
• | Installing Microsoft SQL Server | |
• | Installing Microsoft Solomon |
After completing this chapter, students will be able to:
|
• | Identify the main elements of Microsoft Solomon installation | |
• | Install Microsoft Solomon |
Chapter 4: Preparing Microsoft Solomon Databases for Use
This chapter covers how to setup and configure Solomon databases. Included in this chapter is the creation of system, application, and demo databases. Registration of Solomon is also discussed.
Lessons
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• | Creating databases | |
• | Logging into Microsoft Solomon | |
• | Preparing databases for operation | |
• | Registering Microsoft Solomon |
Lab
After completing this chapter, students will be able to:
|
• | Set up new Microsoft Solomon databases | |
• | Set up Microsoft Solomon demo databases | |
• | Login to Microsoft Solomon | |
• | Register Microsoft Solomon |
Chapter 5: Microsoft Solomon Client Installation
In this chapter you install a Microsoft Solomon client. The chapter covers the creation of a share point on the server to distribute the install files for a client.
Main Topics
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• | Setting up Solomon clients |
After completing this chapter, students will be able to:
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• | Set up Microsoft Solomon clients |
Chapter 6: Directory Structure and Components
This chapter focuses on the important files installed with Microsoft Solomon. Features of each file are covered with an explanation of the parameters.
Main Topics
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• | Understanding the Microsoft Solomon directory structure | |
• | Microsoft Solomon components |
After completing this chapter, students will be able to:
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• | Identify the Microsoft Solomon directory structure | |
• | Identify Microsoft Solomon components |
Chapter 7: Learning the Basics of Microsoft Solomon
In this chapter you learn how to use Microsoft Solomon. This includes navigation and menus as well as creating standard and extended reports. Also covered are the entering and managing data records and the setup of the printer services for Microsoft Solomon.
Main Topics
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• | Navigating through Microsoft Solomon | |
• | Using function keys | |
• | Running Microsoft Solomon Applications | |
• | Entering and managing data records | |
• | Setting up printer services | |
• | Setting up a default Microsoft Solomon printer | |
• | Using online help | |
• | Initializing data in Microsoft Solomon |
Labs
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• | Create new records in the chart of accounts window | |
• | Print the GL Batch Register |
After completing this chapter, students will be able to:
|
• | Identify the basics of all Microsoft Solomon menu functions | |
• | Run Solomon modules an open Microsoft Solomon windows | |
• | Navigate through the system and manage database records | |
• | Set up Microsoft Solomon printer services | |
• | Use Microsoft Solomon standard and extended report options | |
• | Use Microsoft Solomon online help system |
Chapter 8: Establishing Microsoft Solomon Security
This chapter covers the security model of Microsoft Solomon. You learn about the various security levels for Solomon and how these integrate with Windows and SQL Server. The chapter also covers the creation of users and user groups and assigning access rights.
Main Topics
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• | Protecting Microsoft Solomon | |
• | Understanding the levels of system security | |
• | Establishing internal Solomon security |
Labs
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• | Creating a user for a demo database | |
• | Create a user group for specific users | |
• | Change a user's password |
After completing this chapter, students will be able to:
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• | Identify the different levels of system security used with Microsoft Solomon | |
• | Define Microsoft Solomon users and groups | |
• | Set up user an user group access rights |
Chapter 9: Learning Microsoft Solomon Power-User Features
This chapter provides an overview of the special features available in Microsoft Solomon. You learn about copy functions for copying information in one field/form to another as well as using templates and attaching notes to data items.
Main Topics
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• | Extending Solomon usage | |
• | Using inquiry and entity inquiry windows | |
• | Copying and pasting data | |
• | Entering data using templates | |
• | Using recurring transactions | |
• | Attaching pop-up notes to data items |
Labs
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• | Create a template to print specific General Ledger batches | |
• | Create a note against a journal transaction |
After completing this chapter, students will be able to:
|
• | Use inquiry and entity inquiry windows in Microsoft Solomon | |
• | Use Microsoft Solomon's powerful copy and paste functions | |
• | Set up and use Microsoft Solomon templates | |
• | Identify the basics of using recurring transactions in Microsoft Solomon | |
• | Attach pop-up personal notes to data items |
Chapter 10: Monitoring and Maintaining Microsoft Solomon
In this chapter you learn about the activities to perform for maintaining Microsoft Solomon. Covered in this chapter are the event log, system maintenance, integrity checks, database backups, and the creation of a database maintenance plan.
Main Topics
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• | Monitoring active Solomon users | |
• | Reviewing the Solomon event log | |
• | Performing on-going system maintenance | |
• | Backing up Solomon | |
• | Using the database maintenance wizard | |
• | Other considerations |
Lab
|
• | Check the integrity of the General Ledger module's posted batches |
After completing this chapter, students will be able to:
|
• | Track current Microsoft Solomon user activity | |
• | Use the Microsoft Solomon event log | |
• | Download and install Microsoft Solomon update files | |
• | Identify the basics of on-going system maintenance | |
• | Backup the Microsoft Solomon database and system | |
• | Use the Database Maintenance Plan in SQL Server |
Chapter 11: Optimizing Performance
This chapter provides a brief overview of tools to use when evaluating the performance of Microsoft Solomon. System settings are covered as well as a look into identifying bottlenecks using the System Monitor.
Main Topics
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• | Optimizing performance | |
• | Windows OS bottleneck analysis | |
• | Strategies for testing and tuning servers | |
• | SQL Server configuration | |
• | Methods of optimizing a SQL relational database | |
• | Analyzing and troubleshooting less than optimal performance | |
• | Optimization summary |
After completing this chapter, students will be able to:
|
• | Configure Windows Servers | |
• | Recommend SQL Server Settings | |
• | Identify bottlenecks | |
• | Utilize Windows Performance Monitor | |
• | Describe the basics of RAID arrays | |
• | Use Windows Performance Monitor for SQL |
Chapter 12: Using Microsoft Solomon Application Server
This chapter covers the Microsoft Solomon Application Server. Included in this chapter is an overview of the purpose and benefits of using Application Server and how to setup Application Server. Also covered is the administration of an Application Server.
Main Topics
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• | Application Server overview | |
• | Setting up Application Server | |
• | Pausing, restarting, and shutting down Application Servers | |
• | Submitting Application Server requests | |
• | Checking the Application Server queue | |
• | Viewing Application Server logs |
After completing this chapter, students will be able to:
|
• | Set up an Application Server | |
• | Submit requests to an Application Server | |
• | Monitor requests made to an Application Server |
Chapter 13: Installing Additional Products
In this chapter, you learn about the various additional products to be used with Microsoft Solomon. Installation steps are covered for Crystal Reports and FRx.
Main Topics
|
• | Installing additional products | |
• | Web Order starter kit | |
• | Configuring ODBC | |
• | Crystal Reports | |
• | Installing Crystal Reports | |
• | FRx | |
• | Installing FRx |
After completing this chapter, students will be able to:
|
• | Identify Microsoft Solomon Supporting products | |
• | Identify the uses for Web Order | |
• | Set up ODBC data sources | |
• | Install Crystal Reports | |
• | Install FRx |
Chapter 14: Transaction Import This chapter provides a brief overview of the Transaction Import utility. The different types of imports, as well as an example of an import, are covered.
Main Topics
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• | Transaction import process | |
• | Control macro generator | |
• | Transaction import |
Lab
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• | Import budget information into the Budget Maintenance screen |
After completing this chapter, students will be able to:
Chapter 15: Troubleshooting In this chapter, you learn about some of the tools and resources to utilize when troubleshooting Microsoft Solomon. A brief introduction of the methodology to follow when diagnosing problems is discussed followed by a look at how the SQL Server Profiler can help with troubleshooting. The chapter concludes with the presentation of troubleshooting scenarios.
Main Topics
|
• | Troubleshooting | |
• | Identifying the problem and finding its source | |
• | Tools and sources | |
• | Microsoft Solomon online documentation | |
• | TechKnowledge database | |
• | Problem solving using SQL Server Profiler | |
• | Troubleshooting scenarios |
Lab
|
• | Three scenarios on troubleshooting Microsoft Solomon |
After completing this chapter, students will be able to:
|
• | Identify problems and find sources of problems | |
• | Use tools and sources in Microsoft Solomon to correct issues | |
• | Use SQL Server Profiler | |
• | Troubleshoot Microsoft Solomon |
|