SmartList Builder 2018
Installation/Upgrade Steps
To install SmartList Builder:
| 1. | Start the SmartList Builder Installation by running the SmartListBuilder2018.msi. |
| 2. | Click on the Next button to continue. |
| 3. | Read the End-user License Agreement and mark the "I accept the terms in the License Agreement." Click Next. |
| 4. | Select the location where your Microsoft Dynamics GP program is installed using the Browse button. |
| 5. | Click on the Next button to continue. |
| 6. | Click on the Install button to begin the installation. |
| 7. | The SmartList Builder Installation will run. It may take a few minutes for this to complete. |
| 8. | Click on the Finish button to complete the installation. |
| 9. | Launch Microsoft Dynamics GP. |
| 10. | Click on the Yes button to include the SmartList Builder code into your Microsoft Dynamics GP workstation application. If you click on the No button, you will not be able to access the SmartList Builder application. |
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If you the User Account Control setting in Windows is turned on, you may need to launch Microsoft Dynamics GP using the ‘Run as Administrator’ option in Windows to be able to successfully include the new code. |
| 11. | Log into Microsoft Dynamics GP as the ‘sa’ user and into any company. You may then receive the following message. |
| 12. | Click OK. At this point, it will create the SmartList Builder SQL Objects needed for all companies. |
| 13. | The SQL Views for SmartList Builder will need to be recreated. |
| a. | Go to Microsoft Dynamics GP - Tools - SmartList Builder - Maintenance - Create Views. |
| b. | Click Mark All to recreate the views in all companies. |
| c. | Click Create and let it process. |
| d. | When it is complete, the Create View window will close. |
| 14. | The registration keys should already be entered and won't need to change with this installation. |
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Steps 1-9 will need to be completed on each workstation that is running Microsoft Dynamics GP to update the SmartList Builder application files. |