Install Sana Add-on in NAV Environment

Open 'Install Sana Commerce on NAV Environment' wizard, choose you NAV version and service to see more information.

Import NAV Objects

Now the code base and the SQL database are in place and the Microsoft Dynamics NAV administration is configured to be accessed, the NAV side can be configured. 
 
To Install the Sana Commerce objects in the Microsoft Dynamics NAV administration the following steps are required:
  • Backup standard NAV objects;
  • Import new objects. These are new custom SC objects which most likely do not yet exist in the administration;
  • Update changed NAV objects. Some standard NAV objects are changed for SC that need to be updated.
Please note though that in order to import objects in Microsoft Dynamics NAV 2009 you can use only the Classic NAV client.
 
Backup Standard NAV Objects:

The Sana Commerce installation includes the custom NAV objects as well as the standard objects modified for SC. In order to have the possibility to uninstall correctly the Sana Commerce solution in future, you must backup the objects changed for SC and keep this backup because it will be needed during the uninstallation of SC. It is required to do the backup of the SC objects before starting to import them. For more details on the uninstallation procedure please follow this link.

Take the following steps in order to create the backup:

Step 1: Open the 'Microsoft Dynamics NAV Changes' chapter of the online help and locate the list of the standard NAV objects changed by Sana Commerce.

Step 2: Open the Object Designer in the Microsoft Dynamics NAV Client and select the objects which are listed in the aforementioned chapter. Export the selected objects to a 'fob' or 'txt' file.

Step 3: Place the resulting 'fob' or 'txt' file to a reliable backup location and keep it for the whole period of using Sana Commerce.

 
Import New NAV Objects
 
Important: Sana Commerce delivers Microsoft Dynamics NAV objects for W1 and NA localizations. You can check the list of NAV versions and localizations for which the NAV objects are available on the Sana Community web site.

If you are using some other localization, for example DE (German), it may happen that it contains country/region specific features which are not present in the W1 localization as they are not considered generic enough or vice versa the features which are present in the W1 localization are not included into your localized objects. In this case a problem may occur if either in the new Sana objects or in the standard NAV objects changed by Sana there is a reference to some standard NAV functionality which is not present in your localized Microsoft Dynamics NAV objects. To avoid the problem which may occur in this situation your NAV developers should carefully merge the Sana objects with your localized objects. We also recommend to recompile all Sana objects after they are merged to make sure that there are no errors.

Step 1: Locate the NAV objects:

The objects for Microsoft Dynamics NAV 2009 SP1 / R2 Standard are stored directly in the Sana Commerce release package: Sana Commerce 9.0 > Navision > NAV2009SP1 / R2. The 'NAV2009SP1 / R2' folder contains subfolder(s) with supported localization(s) of Microsoft Dynamics NAV.

The following files are placed for import in each localization folder:
SC_objects ('*.fob' and '*.txt'). These files contain new Sana Commerce objects.
SC_Standard_objects ('*.fob' and '*.txt'). These files contain changed standard NAV objects.
SC_NAS_objects ('*.fob' and '*.txt'). These files contain NAS objects.

For example, path to 'NL' localization objects is 'Sana Commerce 9.0\Navision\NAV2009SP1\NL'.

The objects for Microsoft Dynamics NAV with Pebblestone Fashion add-on are stored in the separate folder in the 'Pfs Fashion add-on' package. If you use Microsoft Dynamics NAV with Pebblestone Fashion add-on, you should already have the 'Sana Commerce Fashion add-on' package (named 'Pfs Fashion add-on') with the separate files for Microsoft Dynamics NAV 2009 which you should use instead of the files from the Standard version.

The objects for Sana - LS Retail Connector are stored in the separate folder in the 'LS Retail' package. If you use Sana - LS Retail Connector you should import the objects from the 'LS Retail' package instead of the objects from the standard NAV package.
 
The 'LS Retail' package contains two localization subfolder for Microsoft Dynamics NAV 2009 R2 W1 and NA, each holding the following files with objects:
SC_objects ('*.fob' and '*.txt'). These files contain new Sana Commerce objects.
SC_Standard_objects ('*.fob' and '*.txt'). These files contain changed standard NAV objects.
SC_LS_objects ('*.fob' and '*.txt'). These files contain objects which enable Sana - LS Retail Connector functionality.
SC_NAS_objects ('*.fob' and '*.txt'). These files contain NAS objects. These objects are needed only if you use Microsoft Dynamics NAV with NAS.
 
At the end of the installation process you will also need to enable Sana - LS Retail Connector. For the detailed information about how to enable Sana - LS Retail Connector, see 'Enable LS Retail Connector'.

Step 2: Open the Microsoft Dynamics NAV client, go to 'Tools' in the main menu and select 'Object Designer'.

Step 3: Go to 'File' and select 'Import'. Locate the file 'SC_objects.fob' in the 'Navision' folder of the Sana Commerce release package and press 'OK'. The following pop-up window appears: 

 
Importing of New NAV Objects
 

Step 4: Press 'Yes' to start the import of the new objects. An overview of the import is shown when it is finished:

 
Importing of New Objects is Finished 

Step 5: In the same way import the NAS objects which are in the 'SC_NAS_objects' file.

The Sana Commerce menus will only be shown after the import if the SC ID range is added to the Microsoft Dynamics NAV (developer) license used in the administration. 
 
Update Changed NAV Objects 
 
Updating of changed NAV objects can be done in two ways:
  • If the standard NAV objects in your database have already been customized, you should manually merge these objects with the objects from the SC package. Resulted objects will contain both your customization and SC changes:

Step 1: Export the changed NAV objects to a text file using 'Object Designer'.

Step 2: Merge the text file with the 'SC_Standard_objects.txt' file using a merge tool. Check the 'Microsoft Dynamics NAV Changes' section for an overview of the changes to the standard NAV objects.

Important: Make sure that you have merged the 'ApplicationVersion' procedure in 'Codeunit 1 - Application Management'. Otherwise, the Sana Commerce webstore will not work. This procedure contains the version of Sana Commerce. Depending on the NAV objects you are merging the versions of NAV and Sana may differ in this line of code.
 

Step 3: Import the resulting text file in Microsoft Dynamics NAV.

Step 4: Click 'All' in 'Object Designer'.

Step 5: Apply filter on the 'Compiled' column (click 'View > Field Filter' or press 'F7') and enter 'No' in the filter field:


Applying Filter on the 'Compiled' Column

Step 6: Select all uncompiled objects and click 'Tools > Compile' (or press 'F11'):


Preparing to Compile the Objects

  • If standard objects in your Microsoft Dynamics NAV database are without any customization you can use the 'Import Worksheet' window:

Step 1: Open 'Object Designer'.

Step 2: Go to 'File' and select 'Import'. Locate the file 'SC_Standard_objects.fob' and press 'OK'.
You will get the following pop-up message:


Conflicts Between Standard and Imported Objects were Found

Step 3: Click 'OK' to open the 'Import Worksheet' window:


The 'Import Worksheet' Window


A list of changed objects is shown. Make sure to select 'Replace' for changed objects in your administration to guarantee that the SC changes are correctly imported:


Objects were Imported Successfully