Walkthrough: Installing the Microsoft NAV Portal Framework Tiers on Multiple Computers

Microsoft Dynamics NAV 2013

This walkthrough sets up the Microsoft Dynamics NAV Portal Framework in a network topology where the SharePoint server, Microsoft Dynamics NAV Server, and SQL Server database components for Microsoft Dynamics NAV are installed on separate computers as shown in the following illustration.

Microsof Dynamics NAV Portal Framework, 4 tiers

The following table explains the components involved in this walkthrough.

Computer name Software installed

SPClient

A computer that has an Internet connection and a supported browser. For a list of supported browsers, see System Requirements for Microsoft Dynamics NAV 2013.

SPServer

Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010.

You will install Microsoft Dynamics NAV Portal Framework on this computer.

NAVServer

Windows 7 or Microsoft Windows Server 2008 R2

You will install Microsoft Dynamics NAV Server on this computer.

NAVSQL

Windows 7 or Windows Server 2008 R2 with the 64-bit edition of SQL Server 2008 R2 installed.

You will install Microsoft Dynamics NAV database components on this computer.

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If SQL Server is not present, then Setup automatically installs the 64-bit edition of SQL Server Express 2012, which you can use for prototyping, developing, and testing. We recommend that you use SQL Server 2008 R2 in production environments. For more information, see Installation Considerations for Microsoft SQL Server.

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For information about system requirements for Microsoft Dynamics NAV 2013 components, see System Requirements for Microsoft Dynamics NAV 2013.

After completing this walkthrough, you will have a functioning four-tier installation on three computers. The installation uses the CRONUS International Ltd. demonstration database, which contains the CRONUS International Ltd. company. Windows authentication is used for authenticating users who try to access Microsoft Dynamics NAV data.

The key characteristic of this walkthrough is that the Microsoft Dynamics NAV Portal Framework and Microsoft Dynamics NAV Server are installed on separate computers. Additional configuration is required to set up this environment compared to an environment where all components are on a single computer.

This walkthrough illustrates the following tasks:

Prerequisites

To complete this walkthrough, you will need:

  • Microsoft Dynamics NAV 2013 installation media.

    For example, this can be a DVD or a network drive that contains the Microsoft Dynamics NAV 2013 installation files.

  • Three computers that are configured as described in the introduction.

  • A service account for logging on to Microsoft Dynamics NAV Server and the Microsoft Dynamics NAV database on Microsoft SQL Server. The service account must have the following permissions:

    • Permission to log on as a service on the computer where you will install Microsoft Dynamics NAV Server and the computer that is running SQL Server.

    • Permission to register Service Principal Names (SPNs) on itself.

    For information about how to create a domain user account, see Create a New User Account. For information about how to enable permission to log on as a service and register SPNs, see Provisioning the Microsoft Dynamics NAV Server Account

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    By default, Microsoft Dynamics NAV Setup uses NETWORK SERVICE as the service account. You can use NETWORK SERVICE instead of a domain user account, but this is considered less secure. If you want to use NETWORK SERVICE, then you do not need this prerequisite.

  • The Log On account of the SharePoint Timer service must be a user of the SharePoint_Config database with db_owner role membership. In most cases, this is configured by default, so you will not have to do anything. If this is not configured, you will get an error during setup. For more information, see Troubleshooting: SQL database login for 'SharePoint_Config' on instance '' failed.

In this procedure, you run Microsoft Dynamics NAV 2013 Setup to install the SQL Server Database components for Microsoft Dynamics NAV, including the CRONUS International Ltd. demonstration database. During setup, you will assign the domain user account as the service account for the database.

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If you already have an existing Microsoft Dynamics NAV database that you want to use, you can skip this procedure.

To install the Microsoft Dynamics NAV database components and the demo database

  1. On the NAVSQL computer, 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.

  3. On the introductory pane, 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 SQL Server Database Components box, and then select Run all from my computer.

    This specifies that you want to install this component and all subcomponents. In this case, there is a single subcomponent, which is the CRONUS International Ltd. demonstration database.

  8. Choose the Next button.

  9. On the Specify parameters page, set the Server account to the domain user account that you created for and the Microsoft Dynamics NAV database and Microsoft Dynamics NAV Server.

  10. In the SQL Database box, type a name for the Microsoft Dynamics NAV database. For this walkthrough, type Demo Database NAV (7-0).

    You can keep the default values for the other parameters.

  11. Choose the Apply button.

    Setup installs the database components.

  12. After the installation is complete, choose Close.

A database instance that is named NAVDEMO has been created on the SQL Server. The database instance includes the Demo Database NAV (7-0) database.

Starting the SQL Server Browser Service on the SQL Server

When you installed the Microsoft Dynamics NAV database components, the CRONUS International Ltd. demonstration database was installed on a database instance named NAVDEMO. Because you are using a named database instance and Microsoft Dynamics NAV Server is on a separate computer, you must enable and run the SQL Server Browser Service on the SQL Server so that the Microsoft Dynamics NAV Server can connect to the database instance.

To start SQL Server Browser Service

  1. On the NAVSQL computer, run the SQL Server Configuration Manager as follows.

    1. From the Start menu, choose All Programs, and then choose Microsoft SQL Server 2008 R2.

    2. Choose Configuration Tools, and then choose SQL Server Configuration Tool.

  2. In SQL Server Configuration Manager, in the navigation pane on the left side, choose SQL Server Services.

  3. Right-click SQL Server Browser, and then choose Properties.

  4. On the Service tab of the SQL Server Browser dialog box, set the Start mode to Automatic.

  5. Choose OK to return to the SQL Server Configuration Manager main page.

  6. Right-click SQL Server Browser again, and then choose Start.

In this procedure, you use Microsoft Dynamics NAV 2013 Setup to install Microsoft Dynamics NAV Server on the NAVServer computer. During setup, you will assign the domain user account as the service account for Microsoft Dynamics NAV Server.

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If you already have a Microsoft Dynamics NAV Server that you want to connect to, you can skip this procedure.

To install Microsoft Dynamics NAV Server

  1. On the NAVServer computer, run the setup.exe file to start the Microsoft Dynamics NAV Setup wizard.

  2. On the introductory pane, choose the Next button.

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

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

  5. On the Choose an installation option page, choose Server.

  6. On the Specify parameters page, in the Server section, set the Server Account parameter to the domain user account that you created for Microsoft Dynamics NAV Server.

  7. In the Account password parameter, type the password for the domain user account.

  8. In the SQL Server Database Components section, set the following parameters for the Microsoft Dynamics NAV database.

    Parameter Value

    SQL Server

    NAVSQL

    SQL Server Instance

    NAVDEMO

    SQL Database

    Demo Database NAV (7-0)

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    Substitute the values in the table with the values for your installation as needed.

  9. Default values are sufficient for all other parameters. Choose the Apply button to save your setting information. Setup installs the components.

  10. After the installation is complete, choose the Close button.

In this procedure, you use Microsoft Dynamics NAV 2013 Setup to install Microsoft Dynamics NAV Portal Framework on the computer that is running SharePoint Foundation 2010 or SharePoint Server 2010.

To install Microsoft Dynamics NAV Portal Framework

  1. On the SPServer computer, run the setup.exe file to start the Microsoft Dynamics NAV Setup wizard.

  2. On the introductory pane, choose the Next button.

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

  4. On the Microsoft Dynamics NAV Setup page, choose Choose an Installation Option.

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

  6. 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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    You can also choose to install other Microsoft Dynamics NAV components at this point.

  7. Choose the Next button to go to the Specify Parameters page.

  8. Under Server, set the values of following fields.

    Field Value

    Server Name

    NAVServer

    Service Name

    DynamicsNAV70

    Port

    7046

    If you are using a different Microsoft Dynamics NAV Server instance, then substitute the values in the table with the values for your Microsoft Dynamics NAV Server instance.

  9. Under SharePoint Components, set the Web Application box to Install for all web applications.

  10. Choose the Apply button to complete the installation.

When the client device, Microsoft Dynamics NAV Portal Framework, and Microsoft Dynamics NAV Server are on separate computers, the client interacts with Microsoft Dynamics NAV Server through the computer that is running Microsoft Dynamics NAV Portal Framework. Microsoft Dynamics NAV Portal Framework is performing actions on the client's behalf. This process is known as impersonation. Impersonation cannot be used across multiple computers, so you must set up delegation from Microsoft Dynamics NAV Portal Framework to Microsoft Dynamics NAV Server. Delegation occurs when Microsoft Dynamics NAV Portal Framework forwards a client request to the Microsoft Dynamics NAV Server service so that the Microsoft Dynamics NAV Server service can impersonate the client. Configuring delegation means explicitly configuring the computer that is running Microsoft Dynamics NAV Portal Framework to delegate its access to Microsoft Dynamics NAV Server on behalf of the client. For more information about delegation, see How to: Set Up Delegation on the Microsoft Dynamics NAV Portal Framework.

To delegate access to Microsoft Dynamics NAV Server

  1. On any server computer in the domain, choose Start, and then choose Run.

  2. In the Open field, type dsa.msc.

    This opens the Active Directory Users and Computers utility.

  3. Expand the node for the domain where you have installed the Microsoft Dynamics NAV environment. For this example, the domain is Corp.

  4. Right-click the computer that is running Microsoft Dynamics NAV Portal Framework, in this case SPServer, and then choose Properties.

  5. On the Delegation tab, choose Trust this user for delegation to specified services only, and then choose Use Kerberos only.

    You must add the following services for the computer that is running Microsoft Dynamics NAV Server.

    Service type User or computer Port

    DynamicsNAV70

    NAVServer

    7046

    Host

    NAVServer

  6. To add the services, choose Add.

  7. In the Add Services window, choose Users or Computers.

  8. In the Enter the object names to select box, type NAVServer, and then choose OK.

  9. In the list of available services, press and hold the CRTL key, select DynamicsNAV70 for port 7046 and HOST, and then choose OK.

  10. Choose OK to close the dialog box.

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