Implementing Rockton’s SmartFill: Client Installation

August 17th, 2018 by Ian Grieve

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

The second step in implementing SmartFill is to install the remaining clients.

Using the previously downloaded installer, extract the downloaded file and run the SmartFillSetup.exe as Administrator by right-clicking:

SmartFillSetup.exe

Verify that correct install of the Microsoft Dynamics GP client is selected and click the Install button:

Rockton Software SmartFill Installation Wizard - Begin Installation

Once inmstallation is complete, verify the Status column and, if all is good, click Exit:

Rockton Software SmartFill Installation Wizard - Installation Complete

Launch Microsoft Dynamics GP uisng Run as Administrator and click Yes to include new code:

Include new code?

Once the new code has been included, a message dialog will be displayed reminding you that if this is the first client installation, you must log in as a system administrator to complete the installation. Click OK to proceed:

First client install? Then login as a system administrator

As this is the second client, there is no need to log in as a system administrator. Instead we can log in and start using SmartFill.

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Implementing Rockton’s SmartFill: First Client Installation

August 16th, 2018 by Ian Grieve

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

The first step in implementing SmartFill is to install the first client; it’s in this installation where we will deploy the database objects.

To install the first client, the first step is to download SmartFill; navigate to the Rockton Software downloads page. In the Product field, select SmartFill and in th Versions field select Microsoft Dynamics GP Version 2018.

Mark the checkbox next to the Product and hit the Download Selected button:

Rockton Software downloads page

Extract the downloaded file and run the SmartFillSetup.exe as Administrator by right-clicking:

SmartFillSetup.exe

Verify that correct install of the Microsoft Dynamics GP client is selected and click the Install button:

Rockton Software SmartFill Installation Wizard - Begin Installation

Once inmstallation is complete, verify the Status column and, if all is good, click Exit:

Rockton Software SmartFill Installation Wizard - Installation Complete

Launch Microsoft Dynamics GP uisng Run as Administrator and click Yes to include new code:

Include new code?

Once the new code has been included, a message dialog will be displayed reminding you that if this is the first client installation, you must log in as a system administrator to complete the installation. Click OK to proceed:

First client install? Then login as a system administrator

Log into Microsoft Dynamics GP as a system administrator (this should be the or other elevated user account rather than the sa account:

Microsoft Dynamics GP Log In

Once logged into a company, the SmartList Install Wizard will be launched; click Next to proceed:

SmartList Install Welcome

Mark the Accept License Agreement checkbox and click Next:

Accept License Agreement

Once the instalation is complete (this might take a few minutes), click the OK button when prompted (the message tells you to exit Microsoft Dynamics GP to complete the installation):

Please exit Microsoft Dynamics GP to complete the installation

Click FInish to close the SmartFill Install Progress window:

SmartFill Install Progress

Click OK on the SmartFill Install Status window:

SmartFill Install Status

SmartFill can be used in the Fabrikam sample company without a license key; mark the Don’t ask me again radio botton and close the window:

Rockton Software Registration Issues

Close the main Microsoft Dynamics GP window to finalise the installation; when yuo log back in SmartFill will be fully working.

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Implementing Rockton's SmartFill
Implementing Rockton's SmartFill: What Is SmartFill
Implementing Rockton's SmartFill: First Client Installation

Read original post Implementing Rockton's SmartFill: First Client Installation at azurecurve|Ramblings of a Dynamics GP Consultant

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Implementing Rockton’s SmartFill: What Is SmartFill

August 15th, 2018 by Ian Grieve

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

Before starting the installation, I thought it might be useful to do a post, covering what functionality SmartFill contains.

Simply put, SmartFill allows you to perform a more flexible lookup than the standard ones in Microsoft Dynamics GP. For example, you can type only a few characters of an Item Number or Item Description and a list of data matching will be returned; the search performed is a begins with or contains (depending on configuration) which makes it easy to find the required data.

By default SmartFill ships with a large number of default searches, but can be customised to add more or change the default ones; and can also be configured to to be available to 3rd party modules.

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Implementing Rockton's SmartFill
Implementing Rockton's SmartFill: What Is SmartFill

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Source: azurecurve