Setup and Administration
Entering the correct setup values from the start is important to the success of any new business software. Whether you use RapidStart Services to implement setup values or you manually enter them in the new company, you can support your setup decisions with some general recommendations for selected setup fields that are known to potentially cause the solution to be inefficient if defined incorrectly.
A super user or an administrator can set up the Data Exchange Framework to enable users to export and import data in bank and payroll files, for example for various cash management processes.
Central administration tasks are usually performed by one role in the company. The scope of these tasks can depend on the company's size and the administrator's job responsibilities. These tasks can include managing database synchronization of job and email queues, setting up users, customizing the user interface, and managing encryption keys.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Define the configuration for new companies. |
Set Up a Company With RapidStart Services for Microsoft Dynamics NAV |
Add users and manage permissions and access to data. |
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As an administrator, configure the user interface for multiple users by customizing the UI for a profile that the users are assigned to. As a user, personalize the user interface of your personal version of the profile by customizing the user interface under your own user logon. |
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Enable users to import a specific bank statement or payroll file or export a specific bank payment file. Prepare exchange of data in SEPA bank files by modifying the related SEPA XML schema. |
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Encrypt data on the Microsoft Dynamics NAV Server by generating new or importing existing encryption keys that you enable on the server. |
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Support your setup decisions with recommendations for selected fields that are known to potentially cause the solution to be inefficient if set up incorrectly |