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Release2ERP for NAV 2009

Release2ERP for NAV 2009

END OF SUPPORT

Release2ERP for NAV 2009 will still be functional and available, but Perfion does no longer provide support for it.

Perfion Release2ERP for NAV 2009 allows you to import and persist information from Perfion to the NAV environment.

This document will describe the installation and configuration of Perfion Release2ERP for the typical NAV environment.

If you have special use cases or need custom setup tailored to your needs, please contact your Perfion partner for more information.

FAQ regarding installation of Perfion Release2ERP for NAV

Introduction

Perfion Release2NAV allows you to import and persist information from Perfion to the NAV environment.

This document will describe the installation and configuration of Perfion Release2NAV for the typical NAV environment. If you have special use cases or need custom setup tailored to your needs, please contact your Perfion representative for more information.

General Considerations

A Word of Caution

Any changes made to you ERP system should be tested in a proper test environment before being deployed to the live ERP system. Please consult with your Microsoft Dynamics Partner about the changes required to implement this software, before continuing further.

Supported NAV Versions

The following versions of Microsoft Dynamics NAV is supported:

Microsoft Dynamics NAV 2009

Supported NAV Clients

The Classic and Role Tailored Client (Also known as the Windows client) are supported.

Prerequisites

The Service Layer server (if used) needs Microsoft .Net 4.5 installed.

Installation

Release2NAV is very simple to install. Just import the Fob file and handle any conflicts you might have.

Configuration

Release2NAV is a very versatile tool that can be configured to fit many different use cases. In this document, we will show simple examples that illustrate what is possible and discuss the options available.

Basic settings in Release2NAV

Run Form 81002 Perfion Setup.

You should see a form like this:

For most, the default values will be perfectly fine.

Log: The log field is where you choose what type of events to log. The options are: Error, Success, All

Log Period: this field is where you set how far back in time the log entries will be kept. It is expressed as a date formula https://docs.microsoft.com/en-us/dynamics-nav/dateformula-property

Setting up a Perfion Connection for Release2NAV

Run Form 81003 Perfion Connections

You should see a form like this:

Fill in the fields to match your setup.

Code: This is the code for this connection.

Description: Enter a description of this connection.

Connection String: Enter the full URL of the API service. Example: http://url.com:8080/Perfion/GetData.asmx

Image Server: Enter the full URL of the API Image service. Example: http://url.com:8080/Perfion/Image.aspx

Setting up a Release2NAV Integration

Run Form 81007 Perfion Integration Card

You should see a form like this:

The General Section

This section contains the general setup elements for the integration.

Code: This is the code for this integration.

Connection Code: Here you select which connection the integration will use to import data.

Description: Enter a description of this integration.

Last Run Date: This field is not editable; it will automatically be updated whenever the integration is run successfully.

The Query Section

This section contains the settings that are related to the query of the API service.

For information about how to write a query, please see the Perfion API documentation.

In addition to that: Any instance of %LASTRUN% will be replaced by the Last Run Date value.

Here is an example query:

<Query>       <Select languages='EN, DE' view='Normal'>             <Feature id='ItemNumber' />             <Feature id='ShortText' />