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How to manage a tenant configuration in a worksheet

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The configuration worksheet is the central place where you can plan, track, and perform your configuration work. You can create a worksheet for each tenant you work with, or you can create a standard configuration worksheet that can be used to configure multiple identical tenants.

The first step in preparing a configuration package is to choose a tenant that you have already set up and modified to meet most of your solution needs. This client serves as the basis for your configuration work with new clients. In the worksheet you can specify the tables that the configuration is to control and process. Because most of the tables in Business Central have relationships and dependencies on other tables, you should include that related table as needed. Together, these tables then serve as the structure around which you create a new tenant. The following steps will help you pack and prepare the configuration.

To help you track and review your work, use the Configure the package table-Infobox to display information about records. Use the info box Configure related tablesto monitor table ratios.

The following procedures show how to customize and add table information for configuration.

How to open the configuration worksheet

  1. In Business Central, open the tenant that is the basis for the configuration, and then open its RapidStart Services Implementation Role Center.
  2. Choose the icon out, give up Configuration worksheet and then choose the related link.

How to add a table to the worksheet

  1. On the website Config. Worksheet choose the Edit list Action off.

  2. Select in the first request line in the field Art the kind table.

  3. Select in the field ID table select the table that you want to add to the configuration.

  4. Enter in the field Page ID Enter the page ID associated with the table. This value is filled in automatically for standard tables. You have to provide the ID for user-defined tables

  5. Enter in the field reference Enter the URL of a page that provides procedural information or instructions for setting up the table.

  6. For example, to add linked tables, select the Get related tables Action.

    Note

    Associated tables are not included with the action Get related tables added if:

    • The relationship is conditional.
      Example: If you have related tables for Table Customer get then the table Storage location not added as it is only conditionally related to the table Customer is linked, namely if the field Location code in table Customer is filled out.
    • The linked table is filtered.
      Example: A field in the associated table has a WHERE clause. The reason for this is that the corresponding relationship information is in the system table field that is not fully accessible to the application.
      You need to add such types of tables manually by following step 4 in this procedure.
  7. To change the resulting list of tables, select a table that you want to remove and choose from the Home tab Clear out.

  8. Repeat the step for each table that you want to add to the configuration.

  9. To remove duplicate table information from the Get related tables-Action can result, select on the Actions tab in the Function group Delete duplicate lines out. This removes duplicate tables that have the same package code.

How to add multiple tables to the configuration worksheet.

  1. Choose the action Get tables out. The batch job page Get table configuration will be opened.

  2. In the info register Options define the types of tables you want to add to the configuration as described in the following table.

    optionDescription
    Include with dates onlySelect this check box to include only the tables that contain data. For example, you might want to include a table that already defines the typical payment terms that your solution will support.
    Include related tablesCheck the box to include all related tables. To find out how to add a subset of related tables, see step 3 in this procedure.
    Include dimension tablesSelect the check box to include dimension tables.
    Include only licensed tablesSelect the check box to include only those tables that the license under which you are creating the worksheet allows you access.
  3. Enter on the FastTab object Filters as necessary to specify the types of tables you want to include or exclude.

  4. Choose the button OK out. Business Central tables are added to the worksheet. Each entry in the list has the line type table.

  5. To remove duplicate table information from the Get related tables-Action can result, select on the Actions tab in the Function group Delete duplicate lines out. This will remove duplicate tables that have the same package code.

  6. You can add tables to this worksheet that belong to a table that you have selected. Check the information in the info box Associated tablesto see if there are any missing tables. To add related tables for a specific table, select the table in the overview and, on the Actions tab, in the Functions group, choose Get related tables out.

    Note

    Associated tables are not included with the action Get related tables added if:

    • The relationship is conditional.
      Example: If you have related tables for Table Customer get then the table Storage location not added as it is only conditionally related to the table Customer is linked, namely if the field Location code in table Customer is filled out.
    • The linked table is filtered.
      Example: A field in the associated table has a WHERE clause. The reason for this is that the corresponding relationship information is in the virtual table field and is not available on pages such as the Performance Reason Configuration Worksheet.
      You must manually add related tables with such complex relations by following step 4 in To add a table to the worksheet section.
  7. To change the resulting list of tables, select a table that you want to remove and choose from the Home tab Clear out.

Use the following procedure to specify the fields that you want to consider. After you have made this information, you can export the table to Excel and use the table structure as a template for collecting customer data. For more information, see How to: Merge Customer Data.

How to define a set of fields and records for a configuration table.

  1. Select a configuration table from the list and choose Edit list out.
  2. Select a table for which you want to set field information and on the Actions tab, in the Show group, select Fields out.
  3. To select only the fields you want to add, select the Delete included Action. To add all fields, choose Set included ones.
  4. To specify that the field data should not be confirmed, clear the check box Check field for the field.
  5. Choose the button OK out.
  6. To filter a specific set of records for inclusion in the configuration worksheet, on the Actions tab, in the Show group, select filter.

You can create ranges of functions and groups of tables in the worksheet to group similar functions together. For example, when setting up the configuration chart of accounts, you can choose to create a group of posting tables. A common use of areas is to group a series of tables that correspond to a functional area. Each area can contain groups. A group can be used to organize the tables that have a common meaning.

The following describes how you can add area and group names after you have created the first list of tables. After you've added these categories, you can go ahead and add and change more to the list.

This is how you categorize and group functionalities in the worksheet.

  1. Add a new line to the worksheet at the beginning of a range.
  2. Select in the field Line type the option Area out. Enter in the field Names a name for the area.
  3. Add a new row to the worksheet at the beginning of a group of tables.
  4. Select in the field Line type the option group out. Enter in the field Names a name for the area. The group name is automatically indented.
  5. To move tables to the appropriate category, choose the action Up or Downward move. Alternatively, you can delete a worksheet row and reinsert the table where required.

Some Business Central tables are standard and the data in them is unlikely to change from implementation to implementation. To improve your customer orientation, you can remove these tables from the worksheet after you have included them in the configuration package. Once added, the tables remain part of the configuration package.

How to remove a standard table from the worksheet.

After you've added all of the required tables to a configuration package, determine which tables do not require customer attention.

  1. Select the tables and delete them by editing the Clear Select action.

    Note

    The tables remain in the package even though they are deleted from the worksheet.

In this way you can check and adapt existing database data.

When you create a configuration package for a solution, you can view and customize the available database data to meet your customer needs. The database table must have an associated page.

How to customize data in the database.

  1. Identify in the Configuration worksheet the tables whose data you want to view or adjust.

    Note

    Make sure that each table has a page ID assigned to it. For standard Business Central tables, this value is filled in automatically. You have to provide the ID for user-defined tables

  2. Choose the Database data Action off.

    The Business Central window for the page opens.

  3. Check the information available. Change them if necessary by deleting records that are not relevant or by adding new ones.

See also

Set up company configuration
Set up a company with RapidStart Services
administration

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