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How to: Install Microsoft Dynamics NAV Portal Framework

Microsoft Dynamics NAV 2013

This topic describes how to install Microsoft Dynamics NAV Portal Framework for the first time on one or more SharePoint applications. To install Microsoft Dynamics NAV Portal Framework, you run Microsoft Dynamics NAV Setup on the SharePoint server farm or stand-alone server. Setup installs Microsoft Dynamics NAV Portal Framework on the web applications on the SharePoint server farm or stand-alone server.

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If you have already used Setup Microsoft Dynamics NAV Setup to install Microsoft Dynamics NAV Portal Framework one or more SharePoint applications and you want to install it on additional applications, then see How to: Deploy Microsoft Dynamics NAV Portal Framework on SharePoint Web Applications After Installation.

The following illustration shows the components involved with the setup of Microsoft Dynamics NAV Portal Framework.

Microsoft NAV Portal Framework Architecture

When you run Setup, you have two options for installing Microsoft Dynamics NAV Portal Framework:

  • Install Microsoft Dynamics NAV Portal Framework on all web applications on the local SharePoint server farm or stand-alone server.

    This does not include administrative web applications, such as the SharePoint Central Administration.

  • Install Microsoft Dynamics NAV Portal Framework on a specific web application on the local SharePoint stand-alone server.

Setup installs a SharePoint solution package for Microsoft Dynamics NAV Portal Framework on the server farm or stand-alone server. SharePoint server deploys and enables the Microsoft Dynamics NAV Portal Framework solution package on each web application that you have chosen. After you run Setup, you can deploy and enable Microsoft Dynamics NAV Portal Framework on additional web applications by using SharePoint Central Administrator.

Preparing for Setup

To work correctly, the Microsoft Dynamics NAV Portal Framework must connect to a Microsoft Dynamics NAV Server instance that connects to a Microsoft Dynamics NAV database. Microsoft Dynamics NAV Setup can configure the connection to the Microsoft Dynamics NAV Server for you. If you are installing Microsoft Dynamics NAV Portal Framework on a different computer than Microsoft Dynamics NAV Server, then you will have to provide information about Microsoft Dynamics NAV Server during Setup. If you are installing Microsoft Dynamics NAV Portal Framework on the same computer as Microsoft Dynamics NAV Server, then Setup automatically detects the Microsoft Dynamics NAV Server instance. Therefore, you do not have to provide any information unless you want to use another instance.

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You can install the Microsoft Dynamics NAV Portal Framework without having a connection to a Microsoft Dynamics NAV Server instance. You can configure the connection to Microsoft Dynamics NAV Server after you install the Microsoft Dynamics NAV Portal Framework.

To prepare for Setup

  1. Get access to the Microsoft Dynamics NAV 2013 installation software.

    For example, the software can be found on a CD or local or network drive.

  2. Verify that the system requirements are met on the computer that you want to install Microsoft Dynamics NAV Portal Framework. For complete details, see System Requirements for Microsoft Dynamics NAV 2013.

  3. If you know the Microsoft Dynamics NAV Server instance to connect the Microsoft Dynamics NAV Portal Framework to, then obtain the following parameters for the instance.

    Parameter Description

    Server name

    The name of the server computer that is running Microsoft Dynamics NAV Server. The default is localhost.

    Service name

    The instance of Microsoft Dynamics NAV Server. The default is DynamicsNAV70.

    Server port

    The communication port that is used by Microsoft Dynamics NAV Server. The default is 7046.

  4. If you are installing Microsoft Dynamics NAV Portal Framework on a specific web application on the SharePoint server, then obtain the following information:

    • Port number that the web application uses.

      For more information, see How to: Identify the Port Number of a SharePoint Application.

    • Host name (or host header) of the web application, if there is more than one web application on the port.

      If you do not know the host name, use IIS Manager to view the site bindings for the web application.

To install Microsoft Dynamics NAV Portal Framework

  1. On the computer that is running the SharePoint server, open the Microsoft Dynamics NAV 2013 installation media and locate the setup.exe file.

  2. Double-click the setup.exe file to start the Microsoft Dynamics NAV Setup wizard.

    If you have already installed one or more Microsoft Dynamics NAV components on the computer, you will see the Maintenance page instead of the Welcome page. In this case, choose Add or remove components, and then go to step 7.

  3. Choose the Next button.

  4. To accept the license terms, choose I accept.

  5. On the Microsoft Dynamics NAV Setup page, choose Choose an installation option.

  6. On the Choose an Installation Option page, choose Custom.

  7. On the Customize the Installation page, choose the box next to Portal Framework for SharePoint, and then choose Run from My Computer.

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    At this point you can also choose to install other Microsoft Dynamics NAV components.

  8. Choose Next to go to the Specify Parameters page.

  9. On the Specify Parameters page, under Server, set the Server Name, Service Name, and Server Port fields for the Microsoft Dynamics NAV Server instance that you want to connect to.

    If you do not know the Microsoft Dynamics NAV Server instance, then leave the default settings. You can configure the Microsoft Dynamics NAV Server connection after you complete the installation.

  10. Under SharePoint Components, do one of the following:

    • To install Microsoft Dynamics NAV Portal Framework for all web applications on the SharePoint server, set the Web Application parameter to Install for all web applications. The remaining parameters are not used.

    • To install Microsoft Dynamics NAV Portal Framework for a specific web application on the SharePoint server, set the Web Application parameter to Install for one web application and the Port parameter to the port number of the web application.

      If there is more than one web application on the port, then in the Server Name parameter, enter the host name (host header) of the web application on which you want to install the Microsoft Dynamics NAV Portal Framework.

  11. Choose Apply to complete the installation.

  12. When Setup is finished, choose the Close button.

Next Steps

After you install the Microsoft Dynamics NAV Portal Framework, you complete the following tasks based on your installation and network requirements.

  • If you have installed a language version other than English-US, then configure the language in the web.config file for the SharePoint applications.

    For more information, see Configuring Microsoft Dynamics NAV Portal Framework.

  • Configure the web browser to work with the Microsoft Dynamics NAV SharePoint client.

    For the Microsoft Dynamics NAV SharePoint client to work properly, you must enable cookies and JavaScript in the web browser. For more information, see Configuring the Web Browser for the Microsoft Dynamics NAV SharePoint Client.

  • Configure the Microsoft Dynamics NAV Server instance for the Microsoft Dynamics NAV Portal Framework.

    Perform this procedure if you did not specify the Microsoft Dynamics NAV Server instance during Setup or you want to change it.

    To configure the Microsoft Dynamics NAV Server instance, you modify the web.config file of the SharePoint application that is running Microsoft Dynamics NAV Portal Framework. For more information, see Configuring Microsoft Dynamics NAV Portal Framework.

  • If the Microsoft Dynamics NAV Portal Framework and Microsoft Dynamics NAV Server are installed on different computers, configure delegation from the Microsoft Dynamics NAV Portal Framework to the Microsoft Dynamics NAV Server.

    You must configure the SharePoint server to delegate its access to Microsoft Dynamics NAV Server on behalf of the Microsoft Dynamics NAV SharePoint client user who is trying to access Microsoft Dynamics NAV. For more information, see How to: Set Up Delegation on the Microsoft Dynamics NAV Portal Framework.

  • Secure the connection to Microsoft Dynamics NAV Portal Framework with SSL.

    This task is optional. You can help secure Microsoft Dynamics NAV data that is transmitted over the Internet by enabling Secure Sockets Layer (SSL) on the SharePoint site that is running Microsoft Dynamics NAV Portal Framework. For more information, see How to: Configure SSL to Secure the Connection to Microsoft Dynamics NAV Portal Framework.

  • Upload your Microsoft Dynamics NAV license.

    If you have not already uploaded a Microsoft Dynamics NAV license, then you must do so before you can begin to use and develop the Microsoft Dynamics NAV SharePoint client. For more information, see How to: Upload the License File.

Verifying the Installation

You can use the SharePoint Central Administration web application to view the status of Microsoft Dynamics NAV Portal Framework on a SharePoint web application.

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If you have configured a connection to the Microsoft Dynamics NAV Server, then you can test the installation by opening a Microsoft Dynamics NAV page in the Microsoft Dynamics NAV SharePoint client. For more information, see Displaying Pages in the Microsoft Dynamics NAV SharePoint Client by Using URLs.

To verify the Microsoft Dynamics NAV Portal Framework installation

  1. On the computer that is running SharePoint Server, choose Start, and then choose All Programs.

  2. Choose Microsoft SharePoint 2010 Products, and then choose SharePoint 2010 Central Administration.

  3. In Central Administration, under Application Management, choose Manage Web Applications.

  4. Choose the web application that you want to view, and then choose Manage Features.

    The status of Microsoft Dynamics NAV Portal Configuration Feature should be OK and Active.

See Also

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