8672: Business Portal 4.0 Installation and Configuration in Microsoft Dynamics (2 Days)
About this Course
Elements of this syllabus are subject to change.
This two-day instructor-led course provides students with the knowledge and skills to explore the installation and setup required to manage Business Portal.
Audience Profile
This course is intended for customers wanting to learn the basic features and develop a working knowledge of the typical day-to-day procedures required to effectively use Business Portal.
Business Portal training is recommended for anyone who plans to implement, use, maintain, consult, or support Business Portal.
At Course Completion
After completing this course, students will be able to:
- Configure the setup of Business Portal to fit business needs
- Create Business Portal roles, add users to a role, and modify that role
- Perform query creation and administration
- Create web parts that connect
- Set up and modify site content in Business Portal
- Add KPIs to a Business Portal installation and customize KPI queries
- Locate reports in Business Portal
Course Outline
Chapter 1: Overview
This chapter gives students a general overview of the features and benefits of using the Business Portal module in an integrated environment.
Main Topics
- Features and Benefits
- Architecture
- Components
- Security
- Identify the components of Business Portal.
- Examine security features in Business Portal.
After completing this chapter, students should be able to:
- Explain features and benefits of Business Portal.
- Determine functionality available on different SharePoint applications.
- Explain .NET architecture and security as they relate to Business Portal.
- Identify the components of Business Portal.
- Examine security features in Business Portal.
Chapter 2: System Configuration, Install, and Uninstall
This chapter focuses on the setup procedures, installation, and uninstallation for Business Portal.
Main Topics
- Hardware Configurations
- Network Environment
- System Requirements
- SQL Server Configuration
- Web Server Setup
- Windows SharePoint Services Setup
- Microsoft Office SharePoint Server Setup
- Prepare to Install
- Install Business Portal
- Modify or Remove the Business Portal Installation
- Terminal Services Setup
- Client Configuration
Labs
- Business Portal Prerequisites
- Business Portal Client Configuration
After completing this module, students will be able to:
- Explain hardware configurations for Business Portal.
- Explain network environment requirements.
- Determine the system requirements to install Business Portal.
- Determine the SQL server requirements and configuration to run Business Portal.
- Explain the Web server configuration.
- Set up Windows SharePoint Services prior to Business Portal installation.
- Set up Microsoft Office SharePoint Server prior to Business Portal installation.
- Prepare to install Business Portal.
- Install Business Portal.
- Add or remove features or applications in the Business Portal installation.
- Remove Business Portal.
- Configure Business Portal to work with a Terminal Services server.
- Prepare client computers to run Business Portal.
Chapter 3: Administration, Security, and Maintenance
This chapter discusses how an administrator can set up and configure Business Portal and tune its performance. There can be many elements to set up and organize including users, roles, permissions, pages, web parts, menus, and customizable Business Portal settings. It is important to understand SharePoint site management, content management, and web part functionality as Business Portal is set up and configured. Because Business Portal is a collection of SharePoint sites, some Business Portal administration must be done through SharePoint.
Main Topics
- Pre-Configuration Considerations
- Configure Business Portal
- Manage Page Security
- Manage SharePoint Groups and Permissions
- Manage Microsoft Business Framework Users
- Manage Microsoft Business Framework Roles
- Manage Data Permissions
- Manage Web Services for Microsoft Dynamics GP Users
- Business Portal Performance Tuning
- Maintenance
Labs
- Add an E-Mail Notification
- Add a New User
- Modify Users Associated with a Portal Role
After completing this module, students will be able to:
- Plan administrative tasks and procedures.
- Configure Business Portal general settings.
- Explain security elements in Business Portal and how they create a secure environment.
- Explain how to maintain page security.
- Explain when to use SharePoint groups and permissions.
- Describe how to manage MBF users and roles
- Explain how to manage data permissions.
- Describe how to manage Web Services for Microsoft Dynamics GP roles.
- Describe adjustments to make to ensure peak performance.
- Identify common maintenance procedures.
Chapter 4: Query Administration, Personalization, and Search
This chapter discusses query creation, creating and managing web parts, and search functionality.
Main Topics
- Query Creation and Configuration
- Query Administration
- Manage Web Parts
- Result Viewer Configuration
- Create and Configure Web Parts
- Dashboards and List Pages
- Create New Center Sites and Pages
- Content Management
- Business Data Catalog and Search
Labs
- Create a New Query
- Rename a Query
- Create a Portal Page
- Add Web Parts to a Portal Page
After completing this module, students will be able to:
- Create and modify Business Portal queries.
- Organize queries on query pages and in result viewer web parts.
- Provide an overview of Web parts available in Business Portal.
- Describe how to configure a result viewer web part.
- Explain the steps to create and configure web parts.
- Describe available dashboards and list pages.
- Describe how to create a portal page and add or edit web parts on the page.
- Identify key features for successful content management.
- Explain search capabilities.
Chapter 5: Key Performance Indicators, Executive Center, and Report Administration
In this chapter, learn how to use the Key Performance Indicator application to monitor important data according to criteria that you set up. Use the Executive center to provide key employees access to information about the organizations in a central location, which helps them gain a deeper understanding of the overall business health of the organization. Also, learn about different report functionality available in Business Portal.
Main Topics
- Overview of Key Performance Indicators
- KPI Scheduler
- Key KPI Concepts
- Create KPIs
- Modify KPIs
- Administer KPI Folders
- Executive Center Site
- Reports Catalog
- Report Center
Labs
- Create a Current Ratio KPI
- Add the Current Ratio KPI to the Executive Center
After completing this module, students will be able to:
- Describe Key Performance Indicators.
- Install Key Performance Indicators.
- Describe how to create a scheduled task for the KPI Scheduler.
- Explain key concepts to understand before creating and displaying KPIs.
- Create and manage KPIs.
- Make changes to existing KPIs.
- Manage the folder structure for multiple KPIs.
- Set up the Executive Center to display company specific information.
- Explain the steps necessary for getting the Reports Catalog ready to use.
- Describe administrative tasks associated with the Reports Catalog.
- Use the Report Center to manage business information.
Prerequisites
Before attending this course, students must have:
- General knowledge of Microsoft Windows Server 2003
- General knowledge of Microsoft Dynamics GP or Microsoft Dynamics SL
- Experience with Microsoft Office SharePoint Server 2007
In addition, it is recommended, but not required, that students have completed:
- 5061: Implementing Microsoft Office SharePoint Server 2007
- 5060A: Implementing Windows SharePoint Services 3.0
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