FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers...

34
FEBRUARY 2012

Transcript of FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers...

Page 1: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

FEBRUARY 2012

Page 2: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Resources for Continual Tips

Some Common Backup Mistakes

Data Archiving - CDA

White Paper Notes w/ Screen shots

Questions

Page 3: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Collins Werks Webcasts

Support Expiry Dates

Collins Newsletters

Tips/Tricks

Event Updates

Promotions

Follow our blog!

Page 4: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Click on the top right of the Home Page “Customize” this page.

Page 5: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150
Page 6: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Click on the pencil in the Quick Link area on Home Page to Add Quick Link.

Click on “Add” and choose Web Page.

Enter Name, Select http, enter address

Move Item UP in the Menu.

Page 7: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

http://www.microsoft.com/dynamics/convergence/houston12/

Let us know when

you register so we

can include you in

Collins Convergence

Customer events!

Collins has a couple of “Discount Codes” to get $300 off current rates!

Page 8: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Common Backup Errors: Backing up “Fabrikam” database only. Don’t forget LIVE

data, TEST database, NEW databases (Papersave, Mgmt Rptr)

Forget the Dynamics Folder, Forms/Reports Folder.

ALMOST always backup before a year-end close.

Not backing up before running maintenance routines (SQL Statements).

Not having Off-site backups – or backups to another disk.

Never TESTING their restore process.

Page 9: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

GPUG Users Group – www.gpug.com

Free Memberships Available

Premium Memberships Available

Resources, Discussion Forums, Lunch-N-Learn

Some tips from this webcast (courtesy Mark Polino)

Have “Day One” at Convergence

Local Member Meetings Quarterly

Summit Yearly - Seattle

Page 10: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

CDA provides easy move of historical info from 'live' company to an 'archive' company.

Archiving your data will reduce the size of your live company database and improve system performance while posting, running reports, performing file maintenance, and day-to-day use of Dynamics GP.

Benefits of Archiving your GP Data

Faster Dynamics GP performance and upgrades

Reduces hardware costs

Eliminates clutter in inquires and reports

Ability to bulk archive and/or remove GP data from your live company

Easily view your historical data in your archive company

Page 11: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

CDA will archive data from: General Ledger

Bank Reconciliation

Receivables Management

Payables Management

Inventory

Purchase Order Processing

Sales Order Processing

U.S. Payroll

You may add additional SQL Tables.

You may run PRE and POST archive inquiries.

Can inquire on both Archive and LIVE data in inquiry screens.

Valentine Promotion of 14% off extended for

Collins Computing customers until

March 14th!

Page 12: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Let me know if you

want a quote or a

demonstration.

Video of module available at

www.profad.com

Retail Price

(before discount)1-15 = $1,750

16-35 = $3,000

36-75 = $4,000

76+ = $5,000

18% enhancement

Page 13: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Optimizing & Maintaining Performance for Microsoft Dynamics GP® 2010

Optimizing & Maintaining Microsoft SQL Server Performance

Optimizing & Maintaining Client/Terminal Server Performance

Optimizing Common Microsoft Dynamics GP Processes

Analysis Tools

Common Bottlenecks & Advanced Troubleshooting Techniques

Page 14: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

• Latest GP Service Pack (Release) – GP 2010 R2

• Server Requirements (links provided)

• Windows Updates Current

• Hyper-Threading OFF (on actually decreases performance)

• Implementing x64 operating system (memory utilization) – FRx still? – Consider switching to Mgmt Rptr!

• Anti-Virus Software – Exclude database files & log files. Configure exceptions to*.ldf, *.mdf, *.ndf & SQL Backup files from the anti-virus software scan.

• Recommended RAID – (Redundant Array of Independent Disks)

• Log files – LDF to dedicated RAID 1 or 10 so it can write fast.

• Master Data Files - MDF to dedicated RAID 5 or 10.

• Update Statistics – Crucial for query optimization. • Keep enabled (default) the Auto Create & Auto Update Statistics

database setting enabled for all Microsoft Dynamics GP databases in SQL SMS Database Properties Options window.

Page 15: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

• Deadlocking is more prevalent in a poorly performing environment due to longer transaction completion time.

• Default indexes on Microsoft Dynamics GP tables should not be changed or removed.

• GP installation creates a SQL Server Agent Job to truncate the PJOURNAL table in each company. Verify the SQL Server Agent service is running in the SQL Server Management Studio. Expand SQL Server Agent in the SQL Server Management Studio and verify the "Remove Posted PJOURNALs From All Companies" job exists and is enabled under the Jobs folder. By default, the table is cleared every 30 minutes.

• TCP Chimney – should be disabled.

• Network Adapter – should be a single one for the SQL Server & up-to-date.

• WAN must use a Terminal Server.

Page 16: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

• Meets Recommended Configuration.

• Has Windows Updates

• If running anti-virus, Configure exceptions to exclude *.tmp, *.idx, *.dat, TNT*.* files in the user’s profile temp folder from the anti-virus scan. In some anti-virus programs, an exception for the Dynamics.exe process may be necessary.

• Don’t use Hibernate on workstations - This is to prevent SQL Server from auto-closing inactive connections which would remove TEMPDB objects Microsoft Dynamics GP is using at the time

• Terminal Server - Do not limit amount of time active, disconnected, & idle (without user input) sessions remain on server.

• Microsoft Dynamics GP performance can be adversely affected if the user’s profile is setup to use a Home Path pointed to a network share, especially on network shares with slow connection speeds between the client workstation and the shared folder.

Page 17: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Modified Forms/Reports - Placement of the modified reports and

forms may affect performance - if slow, consider :

1. Placing the files locally. Change the path in the Dynamics.set file to

point to the local files and test out the modified reports and forms

again.

If the modified reports and forms are placed locally, verify a good

administration/management strategy is implemented to

ensure all local modified reports and forms are consistent

when new modifications/changes are made.

2. If the client is x64, verify the operating system where the modified

reports and forms are located is also x64.

ODBC Drivers - Verify the driver correlates to correct version of GP!

Dex.ini Settings - Dexsql.log is FALSE and OLE Path is a quick

connection.

Page 18: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

DYNAMICS.SET

DEX.INI

Page 19: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Login Performance:

Reminders – Remove Smartlist Queries that are not

necessary.

Page 20: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Login Performance:

Shortcuts - At login, Microsoft Dynamics GP will validate the external

links and if the links are not valid the login may slow down.

Metrics:

Metrics that have slow performing queries may increase login times.

Page 21: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

SQL Server Reporting Services - Utilize SQL Server Reporting Services

reports if possible.

Reporting Performance

Report Writer Reports

if additional tables are added to a report, depending on how they are

linked it could cause performance issues. A good test would be to

compare performance of the modified report against the default report.

PJOURNAL jobs - SQL Server Agent Job to truncate the PJOURNAL table in each company. Verify the SQL Server Agent service is running in

the SQL Server Management Studio.

Page 22: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Avoid using the "is not equal to"

filter.

Use the "equal to" instead of

"contains" filter.

If the Smartlist includes WORK,

OPEN and HISTORY tables and

the user is only interested in WORK

data, use the "Document Status" or

similar search criteria to skip

searching OPEN and HISTORY

tables.

Keep limit to 1000 records until you

want everything!.

Smartlist Performance

Page 23: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Default SmartList Objects vs SmartList Builder Objects – Perhaps your own Smartlist

Builder option would be better – more straightforward.

SmartLists with Extender Data Added – Linking more data may slow down queries.

Export of Smartlist Data to Excel – Consider deleting columns of data within the smartlist

and saving as a favorite BEFORE exporting. OR consider the default Excel Reports that can

be deployed in Microsoft Dynamics GP.

Audit Trails Performance

Audit Trails increases the I/O workload on the SQL Server. Careful consideration is

recommended when deciding on which tables to audit.

Smartlist Performance - Other considerations:

Page 24: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Paid Transaction Removal should be run periodically to transfer records from the OPEN to

HISTORY table. This will help performance in various windows and reports. Generally, this

is a monthly business process.

Tools > Routines > Sales:

Receivables Management Performance:

Checks have a separate

cutoff date because those

that are transferred to history

or removed from the system

can’t be marked as NSF. Therefore, we recommend

that you enter a cutoff date

that is one month prior to the

transaction cutoff date. That

way you won’t remove any potential NSF checks.

Page 25: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150
Page 26: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

SQL Server Profile TracePerformance Monitor

Performance Analyzer for Microsoft DynamicsProcess Monitor SQL Diag UtilityNetwork Monitor

Microsoft Dynamics GP Client Logging ToolsSeveral Microsoft Dynamics GP client logging tools exist to capture

detailed information pertaining to the specific processes and tasks taking place in Microsoft Dynamics GP.

Dexsql.logScript.logProfile.txt

Page 27: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Within the Whitepaper, these common bottlenecks are discussed in

detail:

The Disk Subsystem (Physical Disk Reading)

The CPU – Processor, SQL Statistics, Queue Lengths

Memory – Size, Rate, MSSQL Buffer Manager, MSSQL Memory Manager

Network Interface – Capacity and Bandwidth

SQL Server Access Methods, General Statistics, Lock waiting time.

Then Issues with possible causes and suggestions for resolving:

Issue 1 - Random performance issues that affect multiple users/processes simultaneously

Issue 2 - Random performance issues that affect various users/processes at various times

Issue 3 - SQL Server Profile Trace shows single insert statements taking 50 - 500ms

Issue 4 - SQL Server Profile Trace shows simple statements taking 500ms or higher

Issue 5 - Specific process is slow

Page 28: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150
Page 29: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

DBCC Commands - In SQL Query Analyzer:DBCC CHECKCATALOG (DBNAME) (DBNAME is name of your database,

ie DYNAMICS.)

DBCC CHECKDB (DBNAME) (Can schedule automatically in SQL Server Ent Mgr)

DBCC DBREINDEX - command can be executed against one table OR against all tables at the same time by using the Reindex.sql script. You can find the Reindex.sql script in the default path for Microsoft Dynamics GP as C:\Program Files\Microsoft Dynamics\GP\SQL\Utility\0 folder.

Page 30: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Update Statistics AND Recompile Stored Procedures– THREE OPTIONS

1. Update statistics by running UpdatSta.sql script OR Recompile Stored Procedures by running Recomp.sql script by using SQL Query Analyzer. Find the scripts in the default for Microsoft Dynamics GP as C:\Program Files\Microsoft Dynamics\GP\SQL\Utility\0 folder.

2. Run update statistics process/Recompile Stored Procedures within Microsoft Dynamics GP. To do this, follow these steps: On the File menu, point to Maintenance, and then click SQL.

3. Use SQL Server to run update statistics process automatically within SQL Server Management Studio. Right-click your database, click Properties, click Options, and then click to select Auto Create Statistics and Auto Update Statistics.

** You can schedule the update statistics process on a recurring basis within DB Maint Plans.

3. You can recompile stored procedures by scheduling the sp_recompileprocedure by using SQL Server Agent Jobs.

Two number threes on purpose – One for Update Stat/One for Recompile

Page 31: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Ask Collins Computing Support or

[email protected] for the these

documents if you don’t get them from me.

If you would like a Collins Computing Consultant to

assist you in some of these processes, please let us

know ahead of time so we can schedule it with you.

If you need a service pack loaded, call or email to

schedule with [email protected]

Page 32: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Latest Suggestions – Review of Previous Changes

LEAP DAY – Wednesday, February 29th

@ 1:30pm PST

email [email protected]

*Preparing for Convergence 2012

Thursday, March 1st @ 11am PST

email [email protected]

Page 33: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

Renew your enhancement and receive up to 20% off your next purchase of

addt'l users, addt'l modules, LMT.

Discount based on tenure of client & consecutive yrs of being current on enhancement. Tenure Discount = 1yr 10%, 2yr 15%, 3yr + 20%. Purchase must be made at the same time as renewal order. **Expires 6/30/2012

FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT.

Acquire between 50 and 500 On-Line CRM Seats and get $150 Cash Back per Seat –New CRM Customers only. Expires March 31, 2012

Microsoft Dynamics CRM 2011 5 for 4 Employee Self Service (ESS) CAL Offer

.New CRM customers can purchase 5 ESS licenses (License + Software Assurance SKUs only) for the price of 4 similar SKUs. Priced at only 10% of full CAL pricing, ESS CAL offers great value to organizations.Expires March 31, 2012

Page 34: FEBRUARY 2012 - Collins Computing · 2017. 10. 11. · FY12 Cloud CRM for Less Campaign: Customers Get $150 CASH / SEAT. Acquire between 50 and 500 On-Line CRM Seats and get $150

We will send you a copy of this presentation.

(with the link to whitepaper)

Call or Email Collins if you need any assistance!

Seminar Info/Product Details [email protected]

Support Questions or System Issues -

Toll Free - (888) 391-6690

[email protected]