You cannot view a shared note in Microsoft Dynamics GP

Symptoms

When you try to view a shared note in Microsoft Dynamics GP, the note is not displayed.

Cause

This problem occurs because the Microsoft Dynamics GP installation on your computer does not point to the shared OLE Notes path.

Resolution

To grant all users access to the same OLE Notes, change the "OLEPath=" line in the dex.ini file on each workstation. The "OLEPath=" line must list the shared location. To edit the "OLEPath=" line, follow these steps:

1. Create a shared folder in a shared location. Grant all users minimum permissions of Change to the shared folder.
   
   Note The following is an example of the path of a shared folder:

   \\ServerName\SharedOLENotes

2. In Windows Explorer, double-click the dex.ini file that is located in the Microsoft Dynamics GP code folder on each client workstation. The following locations are the default locations of this code folder:

   • Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010

     C:\Program Files\Microsoft Dynamics\GP\Data

   • Microsoft Dynamics GP 9.0

     C:\Program Files\Microsoft Dynamics\GP
     
     

   • Microsoft Business Solutions - Great Plains 8.0

     C:\Program Files\Microsoft Business Solutions\Great Plains

3. In the "OLEPath=" line, type the path of the shared folder. For an example of the path of a shared folder, see the note in step 4.
   
   Note If you type a UNC path, follow these steps so that the appropriate folders are created in the shared folder:
   

   1. In the shared folder, create a folder for each company database. The folder name must match the company database ID that is displayed in Enterprise Manager or in SQL Management Studio. For example, the folder name for the Fabrikam sample company must be TWO.

   2. In the company folder, create a folder that is named OLENotes.
      
      Note If the workstation already contains some OLE Notes, move these OLE Notes to the shared directory on the server so that these OLE Notes can be read by Microsoft Dynamics GP. To determine whether the workstation already contains some OLE Notes, examine the "OLEpath=" line in the dex.ini file that is mentioned in step 2. In the folder that is listed in the "OLEpath=" line, look for a folder that has a name that matches the company database ID. This folder contains an OLENotes folder if the workstation already contains OLE Notes. Copy these OLE Notes from the OLENotes folder to the shared folder on the server.

4. Make sure that there is a backslash at the end of the path. If there is no backslash, the OLE path may not work, and the OLE Notes may not display.
   
   Note The following are examples of a path that you would add to the Dex.ini file.
   
   The full UNC path for a shared OLENotes folder on a server may resemble the following:

   OLEPath=\\Server\GP Share\GP\OLE Notes\The full path for a shared OLENotes folder on your local computer or on a mapped drive may resemble the following:

   OLEPath=C:\Program Files\Microsoft Dynamics\GP\SharedOLENotes\

More Information

The OLE Notes feature provides the option to track additional information about key master records and windows throughout the Microsoft Dynamics GP application.