how to prepare your server for

20
WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. How to prepare your server for Dynamics 365 Business Central 2021 Release Wave 1 OnPremise

Upload: others

Post on 22-Oct-2021

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 2: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 2

Table of content

Read me first 3

Important considerations 3

Server requirements 4

Option 1 5

Virtual Machine 1 5

Option 2 (Prefered) 6

Virtual Machine 1 6

Virtual Machine 2 6

Option 3 7

Virtual Machine 1 7

Virtual Machine 2 7

Virtual Machine 3 7

Printing 8

Azure Active Directory / Office 365 Tenant Requirements 9

Active Directory Requirements User Accounts 9

SSL Certificate (DNS) Requirements 10

Server Settings Requirements 11

Operating System 11

Dynamics 365 Business Central Server 11

Storage 11

Check your work 11

Network / Firewall Requirements 12

Firewall 12

Remote Desktop connection 12

SQL Server Installation Instructions 13

SQL Installation checklist 20

Check your work 20

Page 3: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 3

Read me first

This document describes the installation requirements for Dynamics 365 Business Central.

Downloads can be found on the https://www.boltrics.nl/downloads-bc-18/

If you have any questions, please contact our Support department:

- Email: [email protected];

- Telephone No.: +31 (0)318 742 550.

Important considerations

- We cannot start our installation without SQL Server installed and all requirements met.

Page 4: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 4

Server requirements Below you see three supported options for your Virtual Machine setup.

Option 1 is deprecated in the next major release.

Boltrics Requirements

On the next pages you can find the Boltrics Requirements per Virtual Machine For additional Business Central requirements take a look at: - Microsoft Dynamics 365 Business Central Server 2021 Release Wave 1; For additional SQL requirements take a look at: - Microsoft SQL Server;

Page 5: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 5

Option 1 (deprecated)

Virtual Machine 1 Minimum Hardware Resources

Processor 4 vCores 2,4 GHz

Memory 48 GB

Disk space per (virtual)drive:

- OS 100 GB

- SQL Data 200 GB (SSD NTFS cluster size 64 KB, Raid Level 1/10)

- SQL Log 100 GB (SSD NTFS cluster size 64 KB, Raid Level 1/10)

- Backup 200 GB

Minimum Software Requirements

Windows Server 2016 / 2019 Standard or DataCenter

SQL Server 2019 Standard or Enterprise (64-bit edition)

SQL Server Management Studio 18.x

.Net 4.8

Adobe Reader

Page 6: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 6

Option 2 (Prefered)

Virtual Machine 1 Minimum Hardware Resources

Processor 4 vCores 2,4 GHz

Memory 48 GB

Disk space per (virtual)drive:

- OS 100 GB

- SQL Data 200 GB (SSD NTFS cluster size 64 KB, Raid Level 1/10)

- SQL Log 100 GB (SSD NTFS cluster size 64 KB, Raid Level 1/10)

- Backup 200 GB

Minimum Software Requirements

Windows Server 2016 / 2019 Standard or DataCenter

SQL Server 2019 Standard or Enterprise (64-bit edition)

SQL Server Management Studio 18.x

.Net 4.8

Install SSL certificate

Virtual Machine 2 Minimum Hardware Resources

Processor 4 vCores 2,4 GHz

Memory 24 GB

Disk space per (virtual)drive: OS 100 GB

Minimum Software Requirements

Windows Server 2016 / 2019 Standard or DataCenter

SQL Server Management Studio 18.x

.Net 4.8

Adobe Reader

Install SSL certificate

Page 7: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 7

Option 3

Virtual Machine 1 Minimum Hardware Resources

Processor 4 vCores 2,4 GHz

Memory 32 GB

Disk space per (virtual)drive:

- OS 60 GB

- SQL Data 200 GB (SSD NTFS cluster size 64 KB, Raid Level 1/10)

- SQL Log 100 GB (SSD NTFS cluster size 64 KB, Raid Level 1/10)

- Backup 200 GB

Minimum Software Requirements

Windows Server 2016 / 2019 Standard or DataCenter

SQL Server 2019 Standard or Enterprise (64-bit edition)

SQL Server Management Studio 18.x

Virtual Machine 2 Minimum Hardware Resources

Processor 4 vCores 2,4 GHz

Memory 24 GB

Disk space per (virtual)drive: OS 100 GB

Minimum Software Requirements

Windows Server 2016 / 2019 Standard or DataCenter

SQL Server Management Studio 18.x

.Net 4.8

Adobe Reader

Install SSL certificate

Virtual Machine 3 Minimum Hardware Resources

Processor 4 vCores 2,4 GHz

Memory 24 GB

Disk space per (virtual)drive: OS 100 GB

Minimum Software Requirements

Windows Server 2016 / 2019 Standard or DataCenter

SQL Server Management Studio 18.x

.Net 4.8

Adobe Reader

Install SSL certificate

Page 8: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 8

Printing To be able to print from the Business Central web client we use a local print service running in IIS.

This can be installed on an existing print-server or on the Application Server.

Minimum Hardware Resources

N.A.

Minimum Software Requirements

Windows Server 2016 Standard or DataCenter

.Net 4.8

IIS

Only if installed on the Application Server:

Printers can be deployed on the application server by using a ‘Computer Group Policy’ or install

locally

Page 9: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 9

Azure Active Directory / Office 365 Tenant Requirements (CSP) We will send an invitation for a reseller relationship so that we can create the needed resources in a

new Azure Subscription.

This is used for authentication and hosting of Azure functions.

Active Directory Requirements

User Accounts - Boltrics (1)

- DynamicsSRV1_xxx (2) (3)

- DynamicsSRV3_xxx (2) (3)

xxx should be replaced by a customer number supplied by Boltrics (three digits).

Request the Customer ID via [email protected]

(1) User account for support and installation needs local admin permission on all servers of

installation option 1,2 or 3

(2) Service account for Dynamics services needs local admin permission on all servers of installation

option 1 or 2, with option 3 only for VM 2 and 3.

(3) Service account needs to be able to register SPN records in active directory.

This can be setup by the following procedure:

- Open Active Directory Users and Computers;

- Choose [account] and click on the Security tab;

- Select “SELF” in the “Groups or user names” list;

- Search “Write public information” in the “Permissions for SELF” list and select “Allow”.

All accounts should be set to: Never expires and all without a password policy.

We will change all the passwords during the installation.

Page 10: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 10

SSL Certificate (DNS) Requirements Business Central works with your own SSL certificate;

- Wildcard or SAN certificate

Please install the certificate on all application servers;

- Add 4 DNS records (one per environment) to both the external and internal DNS servers,

below an example;

- If the customer has more than one sites, please note that the DNS records needs to be

unique (except when a load balancer / reverse proxy is in use).

Internal:

Zone Record Type Value

customer.com Dynamics-PROD.customer.com A Internal IP of Application Server PROD

customer.com Dynamics-RAPP.customer.com A Internal IP of Application Server RAPP

customer.com Dynamics-TEST.customer.com A Internal IP of Application Server TEST

customer.com Dynamics-SAND.customer.com A Internal IP of Application Server SAND

External:

Zone Record Type Value

customer.com Dynamics-PROD.customer.com A External IP of Application Server PROD

customer.com Dynamics-RAPP.customer.com A External IP of Application Server RAPP

customer.com Dynamics-TEST.customer.com A External IP of Application Server TEST

customer.com Dynamics-SAND.customer.com A External IP of Application Server SAND

Page 11: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 11

Server Settings Requirements

Operating System

- The server must be up to date with Windows Updates;

- Windows Update notifications should be disabled for the Boltrics account;

- The CPU Power Saving should be disabled in the BIOS / UEFI;

- Windows power options should be set on High Performance;

- In the Hypervisor environment set the power options on High Performance;

- Active Directory Domain Services is not supported on the same server;

- Please remove the shutdown option in the Start Menu

o Boltrics should still be able to restart the server using PowerShell or Command

Prompt;

Dynamics 365 Business Central Server

- The Application Servers should be used for Dynamics 365 Business Central Server only;

Storage

- Please create a file-share for documents (not on the SQL or Dynamics 365 Business Central

Server);

Check your work

- Download the Check Server Installation from https://www.boltrics.nl/downloads-bc-18/ ;

- Run the PowerShell Script as Administrator;

- Follow the wizard and complete check list without an error;

Page 12: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 12

Network / Firewall Requirements

Firewall Below you can see the requirements for the Firewall rules.

(1) Only to the Application Servers and SQL Server (2) Optional for external access to the web client (only to the Application Servers)

Boltrics Servers IP Addresses : 52.149.79.176 to 52.149.79.192

: 40.114.187.48 to 40.114.187.64

Boltrics Office IP Address : 213.136.15.194

52.149.79.181

Remote Desktop connection Only the following Remote Desktop options are supported by Boltrics:

1. Direct RDP

2. RDP + Remote Desktop Gateway

3. Windows VPN

o SSTP (preferred)

o PPTP

o L2TP/IPSEC

4. Cisco VPN AnyConnect

5. SonicWall NetExtender

6. FortiClient SSL VPN

Page 13: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 13

SQL Server Installation Instructions

- Download the software via the https://www.boltrics.nl/downloads-bc-18/

- Extract the .ZIP file and open the .ISO file.

Page 14: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 14

Page 15: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 15

Page 16: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 16

Add Boltrics user

Page 17: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 17

Page 18: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 18

Page 19: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 19

Page 20: How to prepare your server for

WMS, TMS, FMS, Customs, CRM & Finance for logistics service providers. 20

SQL Installation checklist

Access

- User <DOMAIN>\Boltrics should be sysadmin on the SQL-server;

- Firewall port 1433 must be open for SQL communication (for application servers).

Updates

- Updated with a recent cumulative update.

- Install the latest SQL Server Management Studio on the Application Server(s) and SQL Server

Virus Scanning

- Please check the SQL Server exclusion list here.

Performance

- Lack of proper maintenance will cause performance problems;

Customer Responsibility’s

- Setup and management of the maintenance plans

- SQL Database Backup

- Index optimizations

- Rebuilding indexes

- Use a linear grow of 1 GB of the Db’s, starting from 4GB for DATA and 2GB for LOG.

IMPORTANT: Data file and log file configuration

Auto-growth of the database and/or transaction log files in production can degrade

performance as all transaction must queue up and wait for SQL Server to grow the file before

it can begin to process transactions again. This can create bottlenecks. We strongly

recommend growing data and log files during off-peak periods and by 10% to 25% of the

current size. We do not recommend disabling “Auto-Grow”, as in an emergency it is still

better to have SQL Server to auto-grow files than to run out of disk space and bring the

database down.

For more information please take a look at:

https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/deployment/installation-

considerations-for-microsoft-sql-server

Check your work

- If not already done, please download the Check Server Installation from

https://www.boltrics.nl/downloads-bc-18/;

- Run the PowerShell Script as Administrator;

- Follow the wizard and complete check list without an error;