Get started with Source Control
Step by step guide to get started with tracking all object modifications in your Microsoft Dynamics NAV & Business Central installation.
Learn how to set up the Source Control connector, create your first snapshot and connect to your database.
Watch the video guide, or follow each step below for a more detailed guide.
Get started with Source Control
Preparation of Source Control
Please note that creating a new user in an incognito browser does not work.
Create a user
A user is required in order for the Source Control Connector to be able to communicate with Object Analyzer.
- Be sure to confirm your email in your inbox, when creating a new user to gain full access
- Stay logged in and keep the browser tab open for later.
Download the Source Control Connector
The Source Control Connector is an independent application that connects to your NAV/BC database with your snapshot in Object Analyzer, hosted on Azure.
- Download the zip-file.
- Extract the file to a folder of your choice
- With the folder open, select the application file “NAVToolbox Source Control Connector” (.exe) and open the app.
Notice: If Microsoft Defender prevents the app from starting, press “more info” > “Run anyway”. Let windows run the application.
Configuring Source Control
1. On the connector panel press “Log in”. A new window will appear in your browser.
2. Confirm and proceed to the next screen. After getting the message “Congratulations, you’re all set” close the tab. You should now be logged in on the Source Control Connector.
Creating your first snapshot for Source Control
Create a snapshot in Object Analyzer
Now it’s time to create a snapshot in Object Analyzer for the database you want to have Source Control.
Finding the Snapshot function in Object Analyzer
In Object Analyzer navigate to “Snapshots” at the top of the interface.
(skip to step 6 if you’re already at the “create snapshot” page)
On the next page press “create snapshot”
At “Create Snapshot” screen you only have to fill out fields marked with a *. Ignore the optional fields for now.
- Choose your product version of Dynamics NAV / BC
- Select the correct country version
- Type in a custom name for your snapshot, so you can recognize it later.
- Choose the availability type (all, group or user level).
- When all mandatory fields are filled out, press the green “create” button in the bottom right corner and proceed. You might be charged a fee depending of your plan.
The field “Auto Updated Snapshot” will automatically be marked at the bottom in order to use the snapshot function with Source Control.
You will then be redirected to the next page, where the Snapshot Details are presented, which means that your snapshot has been created.
5. Press on the “Base Objects” tab. A note will appear, “This snapshot is ready to be linked with Source Control to generate the objects for this snapshot”, meaning that you can return to the Source Control Connector.
6. On the Source Control Connector press “Refresh” and the name of your snapshot will appear on the list.
Setting up the connector
Set up the connection from NAV/BC to Object Analyzer
It is now time to set up a connection that points to the NAV/BC database you want to track.
1. Select the snapshot you want to connect with.
2. Enter your server and database name.
You can get the required information from opening your NAV or BC development client. Check the SQL database server and database name under “information” or “open”.
Copy it to the fields in the Source Control Connector, so the application knows, which database to connect to.
Locate the Finsql file
Find the path to the finsql.exe file of the NAV/BC version that is connected to the database you want to enable Source Control on.
Specify this path in Source Control.
The setup should now look similar to this:
Scheduling and update frequency
Choose how often you want Source Control to check for updates.
1. Mark the “Active” field. Two additional fields will become mandatory.
2. Choose a computer name. The name must match the local system. You can either choose to:
- Press “Set on this computer”
- Manually type in the name of the computer that Source Control runs on.
3. Select an update frequency. The update frequency will determine, how often the application automatically checks for changes made to objects in your selected database. You can either choose:
- One of the default frequencies
- Set your own update frequency. Read more by pressing the small “Help?” button and set your own update frquency.
Save your configurations at the bottom of the connector.
Starting the connection
In order for Source Control to process your NAV Objects, the Local System needs permissions to the database that you want to connect to.
1. In the Microsoft SQL Server Management Studio navigate to your Database Security Folder > Security > Login > find the NT Authority\SYSTEM > open properties on this user.
2. In properties, navigate to User Mapping > find the relevant database you want to connect to, and give db_owner permission.
3. At the top of the connector at Windows Service press “Install”.
4. Now the service is ready. Press “Start” to start Source Control.
The service should now automatically be running in the background and the status should indicate “running” at the top. The Source Control Connector is now properly set up. You can now continuously observe object modifications and changes in your snapshots in Object Analyzer.
Warning for the first-time setup:
First time the Source Control Connector connects to a new snapshot, it must transfer all objects. If you make any changes to any objects in the progress, the snapshot will be corrupted, and you will have to delete it and start all over.
So ensure no one makes changes to any objects during this process that will take approximate 30 minutes depending on your internet speed and the number of objects.
You can view the progress of the snapshots in Object Analyzer.
Get the most out of Source Control
Always be sure to start the Source Control Connector before making any changes to objects in your version of NAV/BC. Otherwise some changes to data may not be shown in Object Analyzer.
The “Healthy stage” check provided under the Modified Object view will show, if you need to make changes to an object in NAV/BC.
Info a snapshot also provides:
See for yourself how Source Control works
Join a LIVE webinar about Source Control
Learn more about Source Control by joining one of our exclusive webinars. Our expert, Jesper Kenborg, will take you through the basics and how tracking object modifications can benefit your business.
Our webinars are the best way to see what Source Control and Object Analyzer are capable off.