RTC Transformation Class

With all the new features available for users on RoleTailored Client, there are a number of new items which developers and designers need to consider and learn. The Development Standards and RTC Transformation Class are intended to teach these new features and technical skills over a period of three days. The attendees must be programmers and be familiar with the application. Programmers will receive training on the tools, processes and technical aspects of the 3-tier environment. By the end of the class, they will utilize their knowledge of the new application to transform a large portion of the original application and customization to working within the RoleTailored Client.

The RoleTailored interface of Microsoft Dynamics NAV 2009 SP1 has many benefits for application users. With Role Centers, FactBoxes, and simplified processes due to fewer promoted actions, as well as many more features available for the programmer. What is more, there is a big improvement for the time required to learn and to work with the application. The level of customization available both per role and also for each user adds another level of improvement compared to the previous interface, Classic Client.

The class focuses on transforming forms to pages. The starting point is an small demo application that is in NAV 2009 SP1 Classic Client. In order for batch jobs to be processed at the Service Tier the reports require some transformation. This normally is accomplished by simplifying the RDL (Report Design Language) design. It should be noted that the class does not cover how to transform complicated reports.

Class schedule

Before Class: (Preparation)
Training: Self-study of the technical changes for the 3-Tier setup.

Day 1: (Compare, Release procedures, 3-Tier Install and Setup, Basic TIF Tool)
Training: Mergetool compare, Application clean-up, Captions and Text Constants, RoleTailored Client install.
Tasks: Solve application problems, Setup of TIF Tool, Primary Data like Form Type and Card Form ID, Running Transformation, Comparing and testing the result, Debugging Transformation and Logs. Installing 3-Tier environment.

Day 2: (Promoted Actions and Essential Fields, Coderules.txt and Adding FactBoxes)
Training: Using the Mergetool for Promoted Actions and Essential Fields. Coderules.txt changes, how to design a FactBox.
Tasks: Create Data for Promoted Actions and assign Promotion level and Image, Assign Essential Fields, Create a few FactBoxes and link them in the application

Day 3: (MenuSuite, Role Centers and processing batch jobs)
Training: How to transform a MenuSuite, Creating a Role Center, Transformation of reports and batch jobs.
Tasks: Build transformed MenuSuite. Create a Role Center based on the tasks in the solution. Transform a Batch job with basic layout. Work on transformation of real application.

After Class: (Follow-up and Questions)
Training: Q&A and review of application
Tasks: Work with actual solutions to gain efficiency.

Attendees and schedule

The class is intended for developers. It is not a training class for the implementation of RoleTailored Client, such a course would require a much longer timeframe if it were expected to accomplish its goals. Typically, the course consists of maximum 8 people; with a lot of hands-on is it hard to have many people in the class. Ideally, the class is held away from an office and internet to avoid constant interruptions for phone calls and support requests. We believe that working in a conference room or at an off-site location can improve the effectiveness of the course.

Related resources

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