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Microsoft Dynamics™ GP
User’s Guide
Build 1
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production or delivery of this documentation shall be liable for any indirect,
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this documentation or sample code.
License Use of this product is covered by a license agreement provided with the
Agreement software product.
David Musgrave
Escalation Engineer – Microsoft Dynamics GP
Microsoft Dynamics Support - Asia Pacific
Contents
Chapter 1: Introduction 1
Chapter 2: Using SnapShot 2
SnapShot Installation Wizard 3
SnapShot Development Control 8
SnapShot Profile Maintenance 10
Print or Export Profile 11
SNAPSHOT i
ii SNAPSHOT
Chapter 1: Introduction
SnapShot has been designed to automate the pre-loading of data into
company and system tables for any Microsoft Dynamics GP or third party
product. It also has a number of other functions which can be used by
support technicians to assist with the smooth running of a Microsoft
Dynamics GP system.
The previously exported tables can be imported back into any company by
use of either an end-user wizard or the development control window.
Module Description
SnapShot Installation Wizard The end-user wizard for installing a
previously stored SnapShot profiles
SnapShot Development The master development control for
Control SnapShot to import & export profiles
SnapShot Profile The window for the defining of what
Maintenance tables to include in a SnapShot profile
Print or Export Profile The facility to export table and field
Definitions for the selected tables
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Chapter 2: Using SnapShot
This chapter includes the following sections:
2 SNAPSHOT
CHAPTER 2 USING SNAPSHOT
The wizard can be bypassed so that a single or multiple SnapShot Profiles are
installed automatically without user interaction. This option can be enabled
using the SS_Default setting in the DEX.INI.
Welcome
The first page of the wizard explains what the wizard does and the
options if you decide to cancel the wizard.
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CHAPTER 2 USING SNAPSHOT
Selection
The second page of the wizard allows you to select one SnapShot profile
from a list of available profiles.
Details
The third page of the wizard will display the full description stored with
the profile.
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CHAPTER 2 USING SNAPSHOT
Tables
The fourth page of the wizard will display the tables associated with the
profile.
If any table is associated with the profile but not actually available for import it
will be flagged as Not Available. You may continue with the wizard, but that
table will not be imported.
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CHAPTER 2 USING SNAPSHOT
Options
The fifth page of the wizard offers two options that can be selected when
importing. It is recommended that you accept the default options.
Deleting all records will ensure that the target tables will only have the
records from the stored SnapShot tables.
If you do not delete all records, then there may be a potential for duplicate
records to occur, the second option decides if the existing or the imported
record has precedence.
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CHAPTER 2 USING SNAPSHOT
Finish
The sixth and final page of the wizard displays all the settings you have
selected.
Please verify that the settings are correct and click Finish to start the
import process. Once completed you may exit or restart the Wizard.
Aborting
You may abort at any time by clicking Cancel. If you cancel the wizard
before it has been successfully completed at least once for this company,
you will be given the option to prevent the wizard opening automatically
on next login.
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CHAPTER 2 USING SNAPSHOT
If the menu entry is not on the Company Setup menu, please enable Development
Mode using the SS_Development setting in the DEX.INI.
From the SnapShot Development window you can import and export data
from the external SnapShot tables using a previously create SnapShop
profile. Just select from an existing profile or add a new profile on-the-fly
(see next section).
Once a profile is displayed, a list of all the tables attached to that profile
are displayed with their display, technical and physical names and well as
their resource ID, series, product ID and name, number of records and
their status. Also shown are the number of Account Number fields in the
table and the optional Export Where Clause.
Mark All
Check all unchecked checkboxes in the table list. Disabled checkboxes
are ignored.
Unmark All
Uncheck all checked checkboxes in the table list. Disabled checkboxes
are ignored.
Import Tables
This will attempt to import all the checked tables in the table list. If
the table had not been previously exported (ie. Status of Normal), it
will be automatically unchecked and you will be notified of a partial
import.
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CHAPTER 2 USING SNAPSHOT
Export Tables
This will export all the checked tables in the table list. Once
successfully exported, a table will have a status of Exported. Please
note an optional Export Where Clause can be applied.
Delete Tables
This will delete the exported tables for all the check tables in the table
list. Once deleted, a table’s status will return to Normal.
Table Actions
This will allow the clearing of records in the live data from the selected
tables, as well as dropping and creating the actual physical tables. It
can also be used to drop and create the Dexterity Automatic Stored
Procedures.
Be careful when using Table Actions as this can permanently remove data. It is
recommended to make sure you have exported the table first so it can always have
its contents restored by importing it back.
A Table may have a status of Unknown and have a question mark on its checkbox
when SnapShot is unable to open the table to count the number of records in the
table. This can often occur when additional tables are defined in a dictionary for
use with table conversions. These table definitions may not have a matching
physical table.
Exported tables are stored as Ctree tables in a subfolder off the SNAPSHOT folder
created in the same folder that the application dictionary is stored in. Each profile
ID has its own folder with System and Company subfolders. Also stored in the
Profile folder is a SNAPSHOT.XML file which contains details of the profile
used. The location of the SNAPSHOT folder can be changed using the SS_Path
DEX.INI setting.
Please note that tables containing the Account Number field or any field based on
the Account_Number datatype will only import and export correctly if a
conversion table has previously been created in SnapShot. The conversion table
allows SnapShot to be independent of account framework.
When importing tables, Snapshot will create missing tables & stored procedures
and grant access permissions as required. SnapShot will also grant access when
using the Table Actions to Create Tables or Create Stored Procedures.
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CHAPTER 2 USING SNAPSHOT
On this window you can create a SnapShot profile by defining its profile
ID and description. You may also enter a long description into the Wizard
Text field. This is displayed as one of the pages when the wizard is used.
Tables are selected using an explorer style interface. The tree hierarchy is
based on product, series, table group and table. You may select at any of
the higher levels and all children will be selected accordingly.
The list shows the details of any children to whatever item is currently
selected in the tree. Details include display name, technical name,
physical name and resource ID.
The view displayed in the tree can be by the display name or the technical name.
Dexterity developers would be more comfortable with the technical name view.
Changing the view also changes the default sort order for the list.
When exporting you may also configure an Export Where Clause to be applied.
Highlighting a selected table in the tree or the list will show the Export Where
Clause at the bottom of the window. You may type up to 255 characters, which
must be the correct Transact-SQL syntax and must only reference the highlighted
table. Double clicking on fields in the list will automatically add the physical
name of the field to the end of the where clause field.
Duplicate
The Duplicate Button allows an existing profile to be duplicated. This
is useful when a new profile similar to an existing profile is required.
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CHAPTER 2 USING SNAPSHOT
Export
The Export Button allows the current profile information to be
manually exported as a SNAPSHOT.XML file. This happens
automatically when exporting tables from the SnapShot Development
Control window. The Export Button is only displayed when a profile
ID is being displayed.
Import
The Import Button can be used to import a SNAPSHOT.XML file. The
profile ID created will be the same as the folder name that the
SNAPSHOT.XML file is located. The import facility can only be used
when no profile ID is being displayed.
Print
Also there is a print facility, which allows the SnapShot profile ID
information for the tables selected to be printed to a report or exported
to a variety of file types.
If you press the About Button, the About SnapShot window will open.
This window shows the version, build and last modified date.
The final output is a GenView SQL script. This is a SQL script which can
be executed against a database to create views which allow the tables and
fields to be referenced by their technical names rather than their physical
names.
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CHAPTER 2 USING SNAPSHOT
There are a number of options to control exactly how the output is sorted
and grouped. You can also select if you do not want to include the table
fields in the output.
If including the table fields you may select if you want array and
composite fields to be expanded and shown as individual fields. If
showing the expanded fields you may decide not to show the parent field
so that you do not include the same fields twice.
By default, the technical name for fields is the correct Dexterity syntax. If
you wish you can control how the technical name is displayed using the 6
options on the window. These options allow you to remove the illegal
characters from the technical name as possibly required by other
applications.
Finally, you have the option to show the storage types rather than the
Dexterity datatypes.
12 SNAPSHOT
Chapter 3: DEX.INI Settings
SnapShot uses the DEX.INI file to store a number of settings. These are
explained below:
SS_Development
This setting can be TRUE or FALSE, and denotes whether development
mode is active. If this setting is TRUE, SnapShot will create menu entries
for the wizard and the development control windows. The default for this
setting is TRUE.
SS_Wizard
If this setting is TRUE, the wizard will have a menu entry on the company
setup menu even when development mode is not active. The default for
this setting is TRUE.
SS_Default
This setting accepts multiple sets of three fields. The first is a profile ID,
the second field is a TRUE or FALSE for delete all records and the third
field is a TRUE or FALSE for overwrite existing records. For example:
SS_Path
This setting is usually set to <Default>, which means that the SnapShot
tables will be stored in a SNAPSHOT folder in the same folder as where
the application dictionary is stored. You can change the path to the
SNAPSHOT folder to another specified location by changing this setting.
For example: SS_Path=C:\Data\.
SS_ResetFlag
If this setting is TRUE, Snapshot will reset the flag when logging into a
company, so that the wizard will automatically start.
SS_WinDevelop
This setting is used to store the last position and size of the SnapShot
Development Control window.
SS_WinProfile
This setting is used to store the last position and size of the SnapShot
Profile Maintenance window.
SS_WinWizard
This setting is used to store the last position and size of the SnapShot
Installation Wizard window.
SNAPSHOT 13
Chapter 4:Example Uses
SnapShot can be used for many purposes. Some examples of these are
listed below:
• Pre-loading of data into new companies using the wizard to select the
appropriate profile. For example, you could supply profiles for
different business types.
• Obtaining a resource description report for tables and fields from any
product.
• Obtaining resource information as an XML file for use with any XML
compatible application.
SNAPSHOT 14
CHAPTER 4 EXAMPLES OF USE
SNAPSHOT 15
SNAPSHOT INDEX
SnapShot Index
Grant Access, 9 Delete all Records in Target Table
before Importing, 6
A Details, 4
Aborting, 7
I Finish, 7
About SnapShot, 11 Import, 11 Options, 6
Account Framework, 9 Import Tables, 8, 9 Overwrite Target Records if they
Introduction, 1 already exist, 6
Selection, 4
C Tables, 5
Clear Tables, 9
M Welcome, 3
SnapShot Profile Maintenance, 10
Create Procs, 9 Mark All, 8 About, 11
Create Tables, 9 Duplicate, 10
O Export, 11
D Options, 6
Import, 11
Print, 11
Delete all Records in Target Table Overwrite Target Records if they SNAPSHOT.XML, 9, 11, 14
before Importing, 6, 9 already exist, 6, 9 SS_Default, 3, 13
Delete Tables, 9 SS_Development, 8, 13
Details, 4 SS_Path, 9, 13
DEX.INI Settings, 13 P SS_ResetFlag, 13
SS_Default, 3, 13 Permissions, 9 SS_WinDevelop, 13
SS_Development, 8, 13 Print, 11 SS_WinProfile, 13
SS_Path, 9, 13 Print or Export Profile, 11 SS_Wizard, 3, 13
SS_ResetFlag, 13 Stored Procedures, 9
SS_WinDevelop, 13
SS_WinProfile, 13 S
SS_Wizard, 3, 13 T
WinWizard, 13 Selection, 4
SnapShot Development Control, 8, Table Actions, 9
Drop Procs, 9 Tables, 5
Drop Tables, 9 11
Duplicate, 10 Clear Tables, 9
Create Procs, 9
Create Tables, 9
U
E Delete all Records in Target Table Unmark All, 8
before Importing, 9 Using SnapShot, 2
Example Uses, 14 Delete Tables, 9
Export, 11 Drop Procs, 9
Export Tables, 9 Drop Tables, 9 W
Export Where Clause, 8, 9, 10 Export Tables, 9 Welcome, 3
Import Tables, 8, 9 Where Clause, 8, 9, 10
F Mark All, 8
Overwrite Target Records if they
WinWizard, 13
Finish, 7 already exist, 9
Table Actions, 9
Unmark All, 8
G SnapShot Installation Wizard, 3
GenView, 11, 15 Aborting, 7
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