Dynamic Budgets is a 30Mb .Net connected client application
Typically the application is installed to a single share folder, and users launch the application from shortcuts placed on their desktops.
Alternatively many customers will use Citrix, Terminal Server, or TSPlus to run the application from a virtual deskotp or as a remote published app.
The client communicates directly with SQL server (there is no middleware application server)
No data warehousing, GP financials are kept in GP and queried as needed, in real-time.
The budgeting database is typically installed on the same server as the GP company databases, but also supports SQL linked server for installation on a secondary SQL server
Requirements:
Client and installation utility require .Net 4.5
Database size expected to be about 150MB per budget round for an organization of less than 1,000 departments
Application supports Active Directory for Single Sign on like experience
Unlimited application users / does not require GP end user licensing
Dual authentication process, end user will login to the app, and the app will perform an authentication handshake with the SQL server, the application authentication with SQL server is typically set to a single service level account, but can optionally be set to individual SQL logins (windows or sql server authentication)
Installation Overview
SQL installation (5-10 mins)
Run server configuration utility from the SQL server to create the DynamicBudgets database
Create a service level account [dynbud] for the application authentication with SQL server
Grant [dynbud] access to the databases
db_datareader (Dynamics and GP Company databases)
db_owner (Dynamic Budgets)
Grant db_datareader to (DynamicBudgets, and GP Company databases) for business owners (windows authentication SQL server logins) if they wish to work with refreshable excel reports
Client Application Placement (5 mins)
Store DynamicBudgets-App folder from the network share folder, Citrix server or Terminal server
Grant Read/Execute access to [DynamicBudgets-App]
Grant Read/Write access to [DynamicBudgets-App/SearchProfiles]
Application Configuration (60-90 mins)
Launch and configure client application
configure company(s) chart of accounts
Specify LDAP connection string
Create security access for trial users
Create test budget and/or forecasts
Link to GP financials
Deploy sample custom report templates
Test financial reporting and drill down to GP transaction details
(note that multiple companies can be configured simultaneously, we do not need to work in serial)
Then schedule walk-through with the business owner.
Simple Backout Procedure (if necessary)
Delete the DynamicBudgets-App folder from the network share folder, Citrix server or Terminal server
