We’re implementing Navision 4.0. I jsut followed all the directions I could find for turning on Company Notes, but it still does not seem to be working. Any help will be appreciated. Here’s what I did: (1) Set up the folders //servername/CompanyShare/CompanyNotes (2) Set up security and sharing on these folders as explained in the Navision 4.0 Help documentation (3) Set up the Navision Company Notes Setup Table.
Did you unpack the archive with the template into your shared folder? (\doc\Compnotes\CompanyNotesTemplate.exe on install CD) Can you describe the error?
Yes. I followed all the instructions I found in Navision help - setting up the folders, extracting the template, and setting up the Navision table. The links to create/edit help text do not show up when you hit F1 in Navision.
is setting up Company Notes Different in Ver 4? I would printout the instructions & go over it again step by step. It’s pretty straightforward. Here are the instructions for 3.+ to compare:
Activating Company Notes Navision Attain contains a Company Notes feature. This feature allows you to write notes that are related to individual topics in the online Help. You must activate the Company Notes feature before you can write any notes. When you install Navision Attain, the Company Notes feature is installed but not activated. To activate the Company Notes feature, a system administrator must complete a series of steps, which are described later in this topic. Note When Navision Attain starts up, it reads the information that has been entered in the Company Notes Setup window. To open this window, click General Ledger, Setup, Company Notes Setup. The Company Notes feature will only be activated if this information is correct. When Navision Attain starts up, it checks whether or not the user is allowed to write files to the shared folder that is used to store the company notes. The user will only see the links for writing company notes in Help topics if they have write access to the shared folder. Because this information is checked when Navision Attain starts up, any changes that are made to the values in the window or to the folder access rights will only take effect after you restart Navision Attain. To activate the Company Notes feature, a system administrator must complete the following tasks: Creating the Folders on a Server To activate Company Notes, you must create a folder on the server where the notes will be stored and grant specific access rights to the different user roles. The steps required to implement this vary depending on the server’s operating system. However, the objective is always the same; to give the appropriate users read and write access to this folder. The following are the instructions for setting up these access rights on Windows NT 4.0 and Windows 2000. If you use a different server operating system, you must implement the access rights according to the following general guidelines: Create a folder on the server and share it. This makes the folder accessible with a UNC path (\servername\foldername). Call this folder, for example, CompanyNotesShare. Grant all the users read access to this folder. Inside the shared folder create a subfolder. This will be used to store your company notes. Call this folder, for example, CompanyNotesFolder. Create a user group called NoteReader and allow the members of this group to read any files in this subfolder. Create a user group called NoteWriter and allow the members of this group one of two sets of rights: Create, edit and delete any files in the subfolder. or Create new files, but only edit and delete their own files. After you have created these folders you can activate the Company Notes feature in Navision Attain. To Activate Company Notes: Start Navision Attain and click General Ledger, Setup, Company Notes Setup. In the Company Notes Path field, enter the path to the folder containing your company notes. The path must have the this format: \\CompanyNotesShare\CompanyNotesFolder\ In the Company Note Heading field, enter the heading that will be shown at the top of every company note. You should pick a name that is easy for users to recognize. Make sure that your notes provide information that is specific to your company and not generic information about any Navision Attain installation. Including your company’s name in the heading indicates this, for example “Cronus Notes.” The heading should also indicate to the users the type of information you wish to convey with your company notes. If you want to communicate only approved company policies, you could use a heading like “Cronus Policies.” If you want to communicate tips and tricks, you could use a heading like “Cronus Tips and Tricks.” In the Write Link Text field, enter the text that will be used as the link for writing a new note. Users that have write access will see this link in the Help topics. The link for writing a note is only shown if no note exists. If the Company Notes heading is “Cronus Notes,” then the link for writing a note could read: “Write a New Cronus Note.” In the Edit Link Text field, enter the text that will be used as the link for editing an existing note. Make this text singular as it refers to a single note. This link should match the heading of the company notes to indicate what the users will be editing. The link for editing an existing note is shown immediately below the note. If the heading of the note is “Cronus Notes,” then the link for editing the note could be: “Edit Cronus Note.” When users choose to write a new company note, they are presented with a copy of a template that they must use to write their note. You must copy this template from the Navision Attain product CD to the folder that you have created for your company notes. On the Navision Attain CD, click CD Index, Company Notes. In the window that opens, click Browse and navigate to CompanyNotesFolder on the server. Click Unzip. The Company Notes feature is now activated. When users with write access open a Help topic, they will see a link for writing a company note.
Thanks for the replies Kamil & H. The Navision 3.0 instructions look identical to the Navision 4.0 instructions for company notes. I have done all of the above setup steps, but still no links to write notes appear when I hit F1 in Navision.
My guess is that is is a security issue, however, I have full access to the //navserver/CompanyNotesShare/CompanyNotesFolder. I see it and can save files to it from my workstation. Do I need to change the CompanyNotesTemplate.htm file in any way?
I don’t know what else to say… Make sure your sharing the folder your using (on the server). When Navision Attain starts up, it reads the information that has been entered in the Company Notes Setup window. To open this window, click General Ledger, Setup, Company Notes Setup. The Company Notes feature will only be activated if this information is correct. you can see in the pic I’ve selected “Write New Company Note” in the Writing Link Text Field of the Setup. & It now appears when I hit F1.
Ironically, an answer I found here to an earlier problem was perventing Company Notes from working. I had unregistered the CompNotesHtml.dll file in order to prevent an ActiveX error. (http://www.mbsonline.org/forum/topic.asp?TOPIC_ID=12712&SearchTerms=CompNotesHtml.dll) Now that I registered the dll again, Company Notes is working, but the ActiveX warning is back!!! [Error: An ActiveX component on this page might be unsafe to interact with other parts of the page. Do you wnat to allow this interaction?] Any thoughts?
A silimar post to the one you show… http://www.mibuso.com/forum/viewtopic.php?t=5537&highlight=activex+warning can someone say “Stuck Between A Rock & A Hard Place” the more i read about SP2 - it makes me glad I didn’t do it![:)]
Hi all, Unfortunately, at this time, unregistering the compnotes.dll is the only ‘workaround’ available. Rest assured, we are investigating a better way to make the help editable for next release! br, -daniel- Microsoft Business Solutions