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Deploying Dynamics NAV client connected to Business Central using ClickOnce

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This article contains instructions for deploying the Dynamics NAV Client connected to Business Central using the ClickOnce deployment technology. ClickOnce allows you to deploy web applications by choosing a link on a web page. ClickOnce is a component of the Microsoft .NET Framework.

ClickOnce installation from the end-user's perspective

As an administrator, you'll provide end users with a link to the ClickOnce deployment source, which can point to a file share or a website. The end user chooses the link to the application to install Business Central.

  • The ClickOnce runtime opens with a confirmation dialog box, which asks whether to install the application and includes an Install and Don't Install button.

  • If the user chooses the Install button, ClickOnce downloads all the necessary files to a local folder on their computer.

  • When the download is complete, ClickOnce starts the Dynamics NAV Client connected to Business Central, and also installs a program shortcut on the Start menu of the computer.

  • The next time that the user want to run the Dynamics NAV Client connected to Business Central, they can either select the link again, or you select the shortcut on the Start menu. In either case, ClickOnce checks if there's a newer version available, which the user will have the option to install.

No configuration of the ClientUserSettings.config file is needed during install or after install as this is set up as part of the ClickOnce deployment.

Benefits of a ClickOnce deployment

ClickOnce has the following benefits:

  • Allows for a centralized configuration. The Dynamics NAV Client connected to Business Central configuration file (ClientUserSettings.config) that is installed with the Dynamics NAV Client connected to Business Central contains several settings that must be adjusted for the specific installation, such as the server address and the authentication type to use. By using ClickOnce, you can control the ClientUserSettings.config centrally and push it out to the client computers. Configuration isn't required on the individual client computer. If you make a mistake, or if the settings have to change, such as if you want to move the Business Central Server instance to a different computer, then you can create an updated configuration file by using the upgrade capability.

  • Allows for bundled add-ins. By using ClickOnce, you can easily deploy your own assemblies and third-party add-in assemblies. You don't have to copy add-in files after the installation.

  • You can have side-by-side installations. You can't have two MSI-based Dynamics NAV Clients on the same computer. A ClickOnce-deployed Dynamics NAV Client doesn't interfere with other ClickOnce-deployed Dynamics NAV Clients. This makes it easy to run against different servers from the same computer. For example, you could have two Dynamics NAV Client installations, one for a production server and one for a test server. This also means that you can run different versions of the Dynamics NAV Client side-by-side, which isn't possible with MSI.

  • Multiple languages can be included in the same installer. By using ClickOnce, you can decide which files, such as language resource files and Help files, that you want to include in the deployment. End users won't be aware of the difference between installing an EN-US-only version and a version with several additional languages.

  • Administrator permissions aren't required. By using ClickOnce, a typical Windows user can install the Dynamics NAV Client. The prerequisites for installation require administrator permissions. These prerequisites have to be installed one time on the computer, after which any user can install and upgrade the Dynamics NAV Client.

  • ClickOnce supports a seamless upgrade. End users will hardly notice when the Dynamics NAV Client is upgraded.

The result should be that end users can install the Dynamics NAV Client without relying on partners or super users to do it for them.

There are some limitations of a ClickOnce-installed Dynamics NAV Client. For more information, see Limitations of ClickOnce Installed on the Dynamics NAV Client.

Technical overview of ClickOnce

ClickOnce is a standard .NET technology that has existed since .NET Framework 2.0. The instructions in this article are meant to help you start working with ClickOnce deployment, however ClickOnce has additional features that aren't described in this article.

The file structure of a ClickOnce deployment is as follows:

  • Assuming that you have a folder that contains your application files, such as the EXE, DLLs, configuration files, and other files that your application needs, the files should be organized in subfolders as appropriate for your application to work correctly.

  • You create an XML file, usually called the application manifest. This file should be suffixed with .manifest, and added in the root of your application folder. The application manifest file contains metadata about your application including a list of all the files, which file is the main executable file, and so on.

  • You create another XML file, usually called the deployment manifest. This file should be suffixed with .application, and added to the directory outside the root of your application folder. The deployment manifest has a link to the application manifest. It also has information about the application, such as a product name, version number, and so on. This information is shown in locations such as the Start menu and in Add or Remove Programs.

When a user installs the application, they run the deployment manifest, and then ClickOnce will automatically install the application.

Prepare users computers by installing .NET framework 4.8

The Dynamics NAV Client requires Microsoft .NET Framework 4.8. Depending on the version of Windows, .NET Framework might already be installed. If not, then you have two options:

  1. Users themselves install Microsoft .NET Framework 4.8 Framework on their computers from the ClickOnce online installation web page.

    The ClickOnce online installation web page includes a link to download .NET Framework. However, using this option requires that users have administrative rights on their computers.

  2. An administrator install install .NET Framework on users computers.

    For more information about how to install .NET Framework, see Install the .NET Framework for developers.

Deploying using ClickOnce hosted on a file share

It's easier to host a ClickOnce deployment on a file share than it's to host on a web server. Hosting on a web server is basically the same, except that you may need to make some adjustments to IIS.

Follow these steps to host on a file share:

  1. Install Manifest Generation and Editing Tool (mage.exe) on your computer.

The mage.exe is installed with Visual Studio and Windows Software Development Kit (SDK) for Windows 10 SDK. The SDK contains a utility named mage.exe, which is required in several of the following steps.

The mage.exe utility should be located in the equivalent of the following location:

C:\Program Files (x86)\Microsoft SDKs\Windows\v10.0A\bin\NETFX 4.8 Tools

  1. (Optional) Obtain a code signing certificate. This is a certificate that is issued by a certification authority, and will enable you to sign the application in such a way that end users can see that the application is published by the expected provider and, for example, not by a phisher.

  2. If you don't already have a code signing certificate, you'll have to obtain one from one of the certification authorities. For a list of certification authorities, see Microsoft Technet.

  3. You can also create a test certificate and use it for testing. For more information, see How to: Create Your Own Test Certificate or New-SelfSignedCertificate.

  4. For information about when it's acceptable to skip this step, see Security Considerations.

  5. Install the ClickOnce Installer Tools:

    1. On the Business Central installation media (DVD), run setup.exe.
    2. Choose Custom installation option, choose ClickOnce Installer Tools, and follow the instructions.

    The files are installed in C:\Program Files (x86)\Microsoft Dynamics 365 Business Central\140\ClickOnce Installer Tools.

  6. Perform a typical installation of the Dynamics NAV Client as follows:

    1. Run setup.exe to install the Dynamics NAV Client.

      If not already installed, you'll also need to install the Business Central Server and database components that the Dynamics NAV Client connect to.

      Don't install unnecessary client components, such as the Dynamics NAV Development Environment and the Excel add-in. These add to the download size, and contain special file types that can create problems for a ClickOnce deployment. For example, the Web.config file installed with the development environment can create problems when it's hosted on a web server.

    2. Install relevant language packs.

    3. Add additional add-ins, if you have any.

    4. Run the client, and make sure that everything works as expected.

    Now you have the files that you know will work, and which you want to deploy on end user computers.

  7. Copy the Dynamics NAV Client files to a file share:

    1. Create a file share, for example that has the name \\fileshare\clickonce.

    2. Create a folder in the file share, such as \\fileshare\clickonce\Deployment\ApplicationFiles.

    3. Copy all the files from C:\Program Files (x86)\Microsoft Dynamics 365 Business Central\140\RoleTailored Client to this new folder.

      Important

      Microsoft.Dynamics.Nav.Client.exe and Microsoft.Dynamics.Nav.Client.x86.exe have the same assembly identity name, so you must copy only one of these executables. You can choose either file.

    4. Move ClientUserSettings.config to that folder.

      This file typically installs to the equivalent of C:\Program Data\Microsoft\Microsoft Dynamics NAV\140\, or C:\Users\user name\AppData\Roaming\Microsoft\Microsoft Dynamics NAV\140\. The exact location depends on your operating system.

  8. Copy the template files. The ClickOnce Installer Tools installation contains template files that will be useful starting points.

    Copy the files in C:\Program Files (x86)\Microsoft Dynamics 365 Business Central\140\ClickOnce Installer Tools\TemplateFiles to \\fileshare\clickonce.

  9. Update the application manifest. The application manifest lists the files that are part of the installation.

    1. Open a command prompt using the Run as administrator option, and change the directory to C:\fileshare\clickonce\Deployment\ApplicationFiles.

    2. Use mage.exe to update the manifest file to have the correct files as shown in the following code example.

      mage.exe -Update Microsoft.Dynamics.Nav.Client.exe.manifest -FromDirectory .

      Important

      You must specify the fully qualified path to mage.exe, such as "C:\Program Files (x86)\Microsoft SDKs\Windows\v10.0A\Bin\NETFX 4.8 Tools\mage.exe".

      The FromDirectory parameter includes all files in all subdirectories found within the specified directory. If no directory is specified, such as in the example, mage.exe uses the current directory and subdirectories. For more information, see Mage.exe in the MSDN Library.

      ClickOnce doesn't support having the same assembly duplicated in different folders. If you receive an error, then you'll have to remove one of the copies, either in the manifest file or on disk, and then run the mage.exe again. The copy of OpenXML.dll in Add-Ins folder won't be needed in a ClickOnce deployment, therefore you can delete it.

  10. Review the application manifest.

    Open Microsoft.Dynamics.Nav.Client.exe.manifest in a text editor, like Notepad. You don't have to change anything in this file, but you should be aware of what it looks like. The application manifest has an identity (assembly.assemblyIdentity), which is referred to by the deployment manifest. This can be any string, and it will not be shown to end users. Note the version number, which will be used in upgrade scenarios.

  11. (Optional) Sign the application manifest. If you don't sign the manifest, the user gets a security warning when he installs, because the publisher, who is you, can't be verified. This means that the end user can't distinguish between your application and malware. If you sign the manifest, the user sees that the application is coming from your company, and the user will trust it. If you have the code signing certificate PartnerCodeSigningCertificate.cer and the private key PartnerPrivateKey.pvk, run the following commands.

    cert2spc PartnerCodeSigningCertificate.cer PartnerSoftwarePublisherCertificate.spc

    pvk2pfx -spc PartnerSoftwarePublisherCertificate.spc -pvk C:\PrivateFolder\PartnerPrivateKey.pvk -pfx PartnerPersonalInformationExchange.pfx

    mage.exe -sign Microsoft.Dynamics.Nav.Client.exe.manifest -certfile PartnerPersonalInformationExchange.pfx

    Now the application manifest is signed. If you modify it, you'll have to sign it again. For information about when it's acceptable to skip this step, see Security Considerations.

  12. Update the deployment manifest.

    1. At the command prompt, change the directory to ClickOnce Deployment folder, for example, C:\fileshare\clickonce\Deployment.

    2. Run this command to change the link to the application manifest and update its hash value.

      mage.exe -update Microsoft.Dynamics.Nav.Client.application -appmanifest ApplicationFiles\Microsoft.Dynamics.Nav.Client.exe.manifest -appcodebase \\fileshare\clickonce\Deployment\ApplicationFiles\Microsoft.Dynamics.Nav.Client.exe.manifest

    3. Open Microsoft.Dynamics.Nav.Client.application file in a text editor, like Notepad, and do the following:

    4. In the <assemblyIdentity> element, set the name parameter. For example, you could add the customer’s name to the name, and if you deploy a test and a production server for the customer, then you could add production or test to the name. You should never change this value after end users have used it to install the Business Central client. The value won't be shown to end users.

    5. In the <description> element, change the parameters as appropriate. For example, you could change the asmv2:publisher parameter to be "Microsoft Corporation and <your company name>," and change the asmv2:product parameter to be "Business Central for <customer name>." These are the names that the end user sees.

    6. In <deploymentProvider> element, change the link of the codebase parameter to \\fileshare\clickonce\Deployment\Microsoft.Dynamics.Nav.Client.application. As you can see, it's now pointing to itself so that it's possible to check for updates.

  13. Optionally, sign the deployment manifest. This is similar to the application manifest.

    mage.exe -sign Microsoft.Dynamics.Nav.Client.application -certfile PartnerPersonalInformationExchange.pfx.

    After the deployment manifest is signed, if you modify it, you'll have to sign it again. For information about when it's acceptable to skip this step, see Security Considerations.

  14. Now you should be done with your ClickOnce deployment, so you can test the ClickOnce deployment. To do this, run the Microsoft.Dynamics.Nav.Client.application in the file share, for example, by choosing \\fileshare\clickonce\Deployment\Microsoft.Dynamics.Nav.Client.application.

    Note

    Do not run the deployment from C:\fileshare\clickonce\Deployment\Microsoft.Dynamics.Nav.Client.application. This will give you an error that the deployment and application are in different security zones.

  15. Verify that everything works as expected. The ClickOnce files are typically installed under C:\Users\user name\AppData\Local\Apps. In the next step, you'll have to know where these files are installed, so locate the files by searching for Microsoft.Dynamics.Nav.Client.exe under that folder or by typing: dir /s Microsoft.Dynamics.Nav.Client.exe.

  16. As a final verification, we recommend that you compare the files that were installed by ClickOnce, in the folder you searched for, to the files that were installed by the MSI installer in C:\Program Files\.... There will be some differences. For example, there will be multiple manifest files in the ClickOnce folder. You should review these differences and make sure they're as expected. For example, if you see a .DLL file in one folder, but not the other, this could cause an error.

In addition to creating the installer itself, you should require end users to read and accept Microsoft’s software license terms (SLT) as part of the installation experience.

Deploying using ClickOnce hosting on a Web Server

Hosting on a web server is similar to hosting on a file share. Using the steps outlined in the previous section, you should note that the two links in the deployment manifest should point to the https:// address, instead of a \\fileshare address. This is the only change that you need to make to the files.

All the logic needed for requesting user permissions to install or check for upgrades happen on the client computer. The web server works like a file repository.

The only problem with web server hosting is that web servers use different file types differently. For example, by default a file that has the .config extension won't be able to be downloaded from a web server. The web server restricts access to it. To work around this, you can create a web.config file in the folder that contains the application files, with contents similar to the following.

<?xml version="1.0" encoding="UTF-8"?>  
<configuration>  
  <system.webServer>  
    <directoryBrowse enabled="true" />  
    <staticContent>  
      <mimeMap fileExtension=".config" mimeType="application/x-msdownload" />  
      <mimeMap fileExtension=".tlb" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".olb" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".pdb" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".hh" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".xss" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".xsc" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".stx" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".msc" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".flf" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".rdlc" mimeType="application/x-msdownload"/>  
      <mimeMap fileExtension=".sln" mimeType="application/x-msdownload"/>  
</staticContent>  
    <security>  
      <requestFiltering>  
        <fileExtensions>  
          <remove fileExtension=".config" />  
        </fileExtensions>  
      </requestFiltering>  
    </security>  
  </system.webServer>  
</configuration>

You should start with an empty .config file, and then use trial-and-error to add the necessary rules, until ClickOnce can download all the files. If ClickOnce can't download the files, a report shows which file and which extension is the problem.

Requiring end users to read and accept software license terms

End users who install the Dynamics NAV Client are required to accept the Microsoft software license terms. By using the traditional Dynamics NAV Client installer, this occurs as part of the installation process. However, by using ClickOnce deployment, this can't occur as part of the installation process, and it must therefore occur before the ClickOnce process is started.

If you decide to deploy the Dynamics NAV Client using ClickOnce, then it is your responsibility that end users accept the Microsoft software license terms before the installation. We recommend that you also require end user acceptance of your software license terms and any third-party software license terms that are part of the ClickOnce deployment.

To help you with this process, you can use the NAVClientInstallation.html template web page that was installed as part of the ClickOnce Installer Tools. When you try to open that file, you must select the Accept check boxes before you can install the Dynamics NAV Client. You can design your own web page, as long as the process for the end user is the same. The end user can't install the Dynamics NAV Client until he's accepted the software license terms.

Upgrading to a new version of the Business Central client

If you want to push a new version of the Dynamics NAV Client out to end users, you must do the following:

  • Produce a new ApplicationFiles folder. Follow the process that you used to create the first version, but assign a larger version number to the application manifest. You can replace the old application files in \\fileshare\clickonce\Deployment\ApplicationFiles, or you can put the new files in a new directory, such as \\fileshare\clickonce\Deployment\ApplicationFiles2. Make sure to run mage.exe -update to update the application manifest's file list and hash values. Run mage.exe -sign to sign the application manifest.

  • Run mage.exe -update to update the deployment manifest's reference to the application manifest and its hash value. Update the deployment manifest's version number. Run mage.exe -sign to sign the deployment manifest.

The upgrade check is based on the deployment manifest’s version. This is the version of the Dynamics NAV Client that will be installed if a user installs Business Central for the first time. The deployment manifest also contains a minimumRequiredVersion. If a previously installed Dynamics NAV Client has a version that is less than minimumRequiredVersion, then the user is forced to upgrade the Dynamics NAV Client. This appears similar to the following.

<assemblyIdentity name="Microsoft Dynamics NAV" version="14.0.0.0" … />  
  <deployment install="true" minimumRequiredVersion="14.0.0.0">  
    <subscription>  
      <update>  
        <beforeApplicationStartup />  
      </update>  
    </subscription>

The <update> tag determines when the upgrade check is performed. In the example earlier in this section, beforeApplicationStartupwas specified, which means the upgrade check is performed before the Dynamics NAV Client starts and the user will experience a short delay every time that the Dynamics NAV Client is started. If you want the upgrade check to be performed in the background every time that the Dynamics NAV Client is started, then use the following setting.

<update>  
    <expiration maximumAge="0" unit="days" />  
</update>

With this setting, the user is able to run the Dynamics NAV Client without any delay. In the background, ClickOnce checks if the current version is too low. ClickOnce will enforce the upgrade the next time that the Dynamics NAV Client starts. If you want to check for updates, such as every 14 days, then add maximumAge=”14”.

The application manifest version number can be changed independently of the deployment manifest version number. If you change the version number in the deployment manifest, but keep referring to the same version of the application manifest, then the user experiences that the Dynamics NAV Client is upgraded, but nothing will occur because the new version of the deployment manifest will still point to the same application version. For example, this can be useful if you want to change the frequency of the upgrade checks or change the text in the Start menu.

Security considerations

Installing any application on the local computer requires that you consider whether it's safe to do this. For a ClickOnce deployment of the Dynamics NAV Client, here are some recommended security measures that you should consider:

  • Internal deployment - If you host the ClickOnce deployment on an internal file share or website, we recommend that you sign the ClickOnce deployment so that end users won't see an Unknown publisher message during installation. However, it's also acceptable not to sign the ClickOnce deployment.

  • Public deployment - If you host the ClickOnce deployment in a public location, we recommend that you sign the ClickOnce deployment and host it on a secure website (https://). Taking these precautions reduce the risk of end users installing applications from bad sources and locations.

Limitations of ClickOnce Installed on the Dynamics NAV Client

The following are limitations of ClickOnce installed on the Dynamics NAV Client.

Command-line arguments - ClickOnce installed on the Business Central client can't be run with custom command-line arguments. For example, this affects the following scenarios:

  • An end user can't specify the Home page.
  • An end user can't specify a profile. He can only use his default profile.
  • An end user can't disable personalization. An administrator can disable personalization on a profile.
  • An administrator can't configure profiles. He should use the MSI-installed client for this task.
  • An end user can't run in full-screen mode.
  • An end user can't disable the navigation pane.

Hyperlinks - The protocol handler dynamicsnav:// isn't registered during ClickOnce installation, which means that the Business Central client can't be activated by choosing a hyperlink. This could impact the following scenarios:

  • End users can't send each other links to specific pages.
  • An end user can't use the link on a OneNote page.
  • An end user can't use the link on a report.
  • The debugger can't be started.

External components calling the Dynamics NAV Client - A ClickOnce-installed Dynamics NAV Client will be installed in a randomly generated folder, and when it's upgraded to a new version, it will be installed in a new randomly generated folder. This means that external components won't be able to detect where the Dynamics NAV Client executable is located. This could impact the following scenarios:

  • An end user can send a list page to Excel, but can't refresh data from the Excel application.
  • Third-party applications can't start the Dynamics NAV Client.

See also

Deployment