Configure New Companies

To configure a new company in your solution implementation, you typically follow three phases. In the first phase, you import the configuration package, a .rapidstart file with the configuration information. In the second phase, you modify the configuration information and then apply it to your new company. In the final phase, you review and fix any errors.

The following procedures assume that you have created and saved a configuration package. For more information, see Prepare a Configuration Package.

The following procedures assume that you have initialized and opened your new company, and that you are using the Administration Role Center.

Before You Import a Configuration Package

Before you import a configuration package it is a good idea to verify that the following statements are true. Otherwise, you or your customer will not be able to import the configuration package.

  • Your license includes the tables you are updating. If you are unsure, the Configuration Worksheet can help. If your license includes the tables, the Licensed Table check box is chosen.
  • The user who imports the configuration package has Insert and Modify effective permissions to all of the tables that the package will update. For more information, see Assign Permissions to Users and Groups

To import a configuration package

  1. Open the new company in the Business Central database.
  2. Choose the Lightbulb that opens the Tell Me feature icon, enter Configuration Packages, and then select the related link.
  3. Choose the Import Package action.
  4. Navigate to the location where you have saved the .rapidstart configuration package file, and then choose the Open button.
  5. Choose the Lightbulb that opens the Tell Me feature icon, enter Company Information, and then choose the related link. Enter information about the company in the company information card. Include information, such as bank details. You can also provide a logo for the company.

All the tables that you have designated for inclusion in the new company are imported. At this point, you can apply the package data to the database, or adjust and modify the table data to meet your customer specifications.

To apply package data

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Configuration Worksheet, and then select the related link.
  2. Select a table that you want to modify data for, and then choose the Apply Data action. Choose the Yes button to confirm the application.
  3. To confirm that the data is now in the database and that the application has succeeded, return to the Config. Worksheet page and choose the Database Data action.
Note

After you apply data, you can only see it in the database. It is no longer in the package.

To modify and apply package data

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Configuration Worksheet, and then select the related link.
  2. Select a table that you want to modify data for, and then choose the Package Data action.
  3. On the Config. Package Records page, make your modifications. For example, you can delete options that do not apply.
  4. Choose the Apply Data action, and then choose the OK button.
  5. To confirm that the data is now in the database and that the application has succeeded, return to the Config. Worksheet page and choose the Database Data action.

To locate and identify a configuration error

There are certain types of errors that may occur when you apply data to a database. The most common error is that required related tables were not included. You fix such errors in the configuration worksheet.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Configuration Packages, and then select the related link.

  2. Select the package you want to review, and then choose the Edit action.

    Any table that has errors is highlighted. The number of package errors is displayed in the No. of Package Errors field.

  3. Choose the No. of Package Errors field to open the Config. Package Records page, which lists the records with errors.

To fix an error

  1. Open the company that is based on your configuration package.

  2. Choose the Lightbulb that opens the Tell Me feature icon, enter Configuration Worksheet, and then select the related link.

  3. Fix errors, such as add missing related tables to the worksheet.

  4. Add the tables to the existing configuration package, or create a new package that only contains the new tables. For more information, see Prepare a Configuration Package.

  5. Reopen the new company that you are implementing the configuration for.

  6. Import the configuration package.

    Note

    If you import the same package again, you may overwrite any data modifications that you have already made. For that reason, you may want to add any new tables in a new package and import that instead.

  7. Apply the data to the database, as described in To modify and apply package data.

See Also

Apply Configurations to New Companies
Setting Up a Company With RapidStart Services
Administration