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Cloud CRM Users: Remote Desktop Access Restricted – How to fix

January 26th, 2021 by Jessica Wert

If you have Cloud Infor CRM and are having issues accessing the remote desktop to access things like; SQL, Application Architect, Administrator or reviewing errors, etc. Here is how to resolve:

For the newer versions of CRM v8.4.0.01 and higher, the server Remote Desktop Access is restricted to By Request only. To request access to the server you can create an incident in Infor Concierge with the following information:

Information required for access:

Day/Time start and time end/ Timezone for RDP access
Reason for access
IP address to allow RDP

You can also request access using the Alerts-InforCRM-CloudOps@infor.com email address with the same information.

Would you like to discuss the bigger picture with Infor CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net

Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton region with offices in Cleveland, OH and Charlotte, NC. We provide implementation, integration, development and training for Infor CRM. We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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Chrome defect with Infor CRM v8.1-8.3

February 27th, 2020 by Jessica Wert

This has been reported by several customers on CRM versions ranging from 8.1 to 8.3. Users are able to log in, but upon clicking Accounts or Contacts or various other entities, it never completes loading- spinning wheel spins forever.

This is the same issue as caused by Chrome 51 or higher that was reported as defects INFORCRM-10288;INFORCRM-10296;INFORCRM-10297.

This also affects Edge and Internet Explorer v11 on a Windows 10 pc. (Internet Explorer v11 on an operating system where Edge is not installed may still work. )

The Infor CRM Web Client fails to load any pages when using the following browser versions:

Google Chrome v51
Google Chrome v67
Google Chrome v68
Google Chrome v69
Mozilla Firefox v73

This occurs with Infor CRM Versions 8.1, 8.2, and 8.3. Infor CRM Version 8.4 is unaffected.

Steps To Reproduce:
1. Update Google Chrome or Mozilla Firefox to any of the affected versions
2. Log into the Infor CRM Web Client
NOTE: that pages fail to load, leaving a spinning wheel
3. Press F12 to open Developer tools
NOTE: the following error:
uncaught ReferenceError: normal is not defined

Work Around:
NOTE: The simplest workaround is to use another browser. If another browser is not an option please use the following version dependent workaround:

Update all *-Combined.js files under the inetpub\wwwroot\<Portal>\jscript\Sage folder

8.3
1. Find: ;parser&&”none”!=parser?
2. Replace: ;parser&&”none”!=parser&&”normal”!=parser?

8.2
1. Search for: !=”none”)
NOTE: Keep looking until you find a result with a numeric value similar to “1492&&_1492” before the search value.
2. Take note of the value from “if” to the search value, example: if(_1492&&_1492!=”none”)
3. Find and replace using the value from if to the search value
Example Search and Replace:
Find: if(_1492&&_1492!=”none”)
Replace: if(_1492&&_1492!=”none”&&_1492!=”normal”)

8.1
1. Search for: !=”none”)
NOTE: Keep looking until you find a result with an alpha/numeric value similar to “_1ec1&&_1ec1”
2. Take note of the value from “if” to the search value, example: if(_1ec1&&_1ec1!=”none”)
3. Find and replace using the value from if to the search value
Example Search and Replace:
Find: if(_1ec1&&_1ec1!=”none”)
Replace: if(_1ec1&&_1ec1!=”none”&&_1ec1!=”normal”)
NOTE: that for all three versions that changes might be lost after a build and deploy from Application Architect. Redeploying the site may overwrite the workaround. It is therefor recommended that one backup the files under the inetpub\wwwroot\<Portal>\jscript\Sage folder to preserve the workaround.
Resolution:
The issue described in this article has been addressed in Infor CRM v8.3 Web Core Update 02 for Google Chrome and in Infor CRM v8.2 Web Core Update 03 for Google Chrome.

Want to learn more about effectively using your Infor CloudSuite CRM? Reach out to one of our trainers at support@simplesoft.net Don’t miss an update, subscribe to our blog.

Simplesoft Solutions, Inc. is a customer relationship management (CRM) business consulting and software development firm in Cincinnati/Dayton OH surrounding areas. We provide implementation, integration, development and training for Infor CloudSuite CRM (formerly Saleslogix). We have built our business on an ability to creatively adapt CRM to meet the varying needs of our customers’ businesses. We have been helping our customers develop stronger relationships with their customers through improved sales, marketing, customer service, and support processes since 1994.

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Infor CRM Pick Lists – Do’s and Don’ts

February 12th, 2020 by Jessica Wert

Infor CloudSuite CRM gives you many options to create customization’s. One of these options is Pick Lists, but beware, not all options can be changed without causing an error. Let’s take a look at some Do’s and Don’ts when managing Pick Lists in CRM.

What you can Do with Pick Lists:

Create your own categories
Create custom steps for a process i.e. Leads, Opportunities etc.
Create your own lead scoring And much more!

What you can’t do with Pick Lists:

Change the following under Opportunity Status: Closed-Won and Closed-Lost
Change the following under Quote Status: New or Won

These options are hard coded into Infor CRM so if you delete or change them it will cause an error when using Opportunities and or Quotes.

Note This blog will continue to be updated as newer versions of Infor CRM are released. Last update as of 2/13/2020

Would you like to discuss the bigger picture with Infor CloudSuite CRM at your company? Connect with a Simplesoft Consultant at support@simplesoft.net Don’t miss a blog post, subscribe now!

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Infor CRM Web Client v8.1.0, v8.2.0, v8.3.0.03 will not load in Chrome

June 21st, 2018 by Cassie

Announcement from Infor: The web client will not load any pages while using Chrome version 67

This was tested in version 8.1, 8.2, and 8.3.

Steps To Reproduce:

1) Update Google Chrome to latest version (version 67) released May 2018
2) Log in to Web Client
3) Note that the pages do not load, leaving a spinning wheel
Pressing F12 to bring up Developer tools shows error: uncaught Reference Error: normal is not defined

Work Around:

RESOLUTION 1:

The simplest workaround may be to use a browser other than Google Chrome. Internet Explorer 11 is recommended.

RESOLUTION 2:
If another browser is not an option please use the following version dependent workaround:

Update all *-Combined.js files under the inetpub\wwwroot\<Portal>\jscript\Sage folder

8.3
Find: ;parser&&”none”!=parser?
Replace: ;parser&&”none”!=parser&&”normal”!=parser?

8.2
Search for: !=”none”)
Note: Keep looking until you find a result with a numeric value similar to “1492&&_1492” before the search value.
Take note of the value from “if” to the search value, example: if(_1492&&_1492!=”none”)
Find and replace using the value from if to the search value

Example Search and Replace:
Find: if(_1492&&_1492!=”none”)
Replace: if(_1492&&_1492!=”none”&&_1492!=”normal”)

8.1
Search for: !=”none”)
Note: Keep looking until you find a result with an alpha/numeric value similar to “_1ec1&&_1ec1”
Take note of the value from “if” to the search value, example: if(_1ec1&&_1ec1!=”none”)
Find and replace using the value from if to the search value

Example Search and Replace:
Find: if(_1ec1&&_1ec1!=”none”)
Replace: if(_1ec1&&_1ec1!=”none”&&_1ec1!=”normal”)

**Note that for all three versions that changes might be lost after a build and deploy from Application Architect.

Affected Product	Affected Release
Infor CRM	8.1.0
Infor CRM Cloud	8.1.0
Infor CRM	8.2.0
Infor CRM Cloud	8.2.0
Infor CRM	8.3.0 with update 03
Infor CRM Cloud	8.3.0 with update 03

We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected. Contact Simplesoft Solutions to discuss an upgrade for Infor CRM(Saleslogix), and to review any new features or updates with your version of Infor CRM(Saleslogix).

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events.

Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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Infor CRM Web Client online help is displaying a 404 error

February 6th, 2018 by Cassie

Hello everyone,
If you’ve been trying to reach Infor’s help documents from your web browser and have been receiving a 404 error: Error accessing online help in the web client

Infor did announce this with a Product Advisory Report early this week. This was caused from a change in the name of the Infor server that hosts Infor CRM Online help. This will cause a 404 error when users click the help button to access context sensitive help. To address this, manually edit the URL used by your instance of Infor CRM Web Client.

This has affected Infor CRM versions 8.3 – 8.4 in environments that access help by Infor CRM.

Here is how to update the URL. Please contact Simplesoft if you would like assistance with this update or are unsure of your current version of CRM.

To edit the name of the server in the online help :

Sign in to your Infor CRM Web Client as Administrator user.
Expand Administration> Office Profiles in the left navigation.
In the Office Profiles List view, select your office.
In the Office Detail view, click the Help tab.
In the Infor CRM Web Client pane, Check the Override Hosted Help check box.
In the Help URL field, edit the help url as follows:

Version of Infor CRM	Replace this URL	With this URL
Infor CRM v8.4	http://docs.infor.com/crm/8.4.x/	https://docs-classic.infor.com/crm/8.4.x/
Infor CRM v8.3.0.9	http://docs.infor.com/crm/8.3.x/	https://docs-classic.infor.com/crm/8.3.x/
Infor CRM versions 8.3.0.7 or 8.3.0.8 with KB 1941296 applied to modify the appConfig file	http://docs.infor.com/crm/8.3.x/	https://docs-classic.infor.com/crm/8.3.x/
Infor CRM versions 8.3.0.7 or 8.3.0.8 without KB 1941296 applied to modify the appConfig file	http://docs.infor.com/crm/8.3/	https://docs-classic.infor.com/crm/8.3/
Infor CRM versions 8.3 through 8.3.0.6	http://docs.infor.com/crm/8.3/	https://docs-classic.infor.com/crm/8.3/

1. If your implementation uses Customer Portal, in the Infor CRM Customer portal pane, select the Override Hosted Help check box..
2. In the Help URL field, edit the help url as follows:
3. Click Save.

Version of Infor CRM

Replace this URL

With this URL

Infor CRM v8.4

http://docs.infor.com/crm/8.4.x/

https://docs-classic.infor.com/crm/8.4.x/

Infor CRM v8.3 through 8.3.0.9

http://docs.infor.com/crm/8.3/

https://docs-classic.infor.com/crm/8.3/

Note:
Changing “http:” to “https:” is recommended to avoid a security page error displaying to your users. It is still possible to access the help system if your organization request that https is not used.

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Tags: Infor Accouncement
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Infor CRM v8.2.0 Update 03 Has been Released

August 16th, 2016 by Teri Unger

Infor CRM has released update set 03 for Infor CRM(Saleslogix) v8.2.0.

Update 03 for Infor CRM version 8.2.0 includes the released new features:

Web Client

Outlook sync and the Outlook Integration features that were previously included with Desktop Integration have been moved to Infor CRM Xbar for Microsoft Outlook. This requires Xbar version 1.3.1 or later.
Creating an ad hoc group with a large number of records now uses the Job Manager.
Improvements to Reporting performance.
When importing a list of contacts, an account will be created if the import record does not contain any account information
Features for Administrators and those with appropriate role access:
Ability to edit fields
Ability to update multiple fields for multiple records, including the ability to update the account manager or account owner after an import
Ability to delete multiple records
Import History Detail view has a link to the import ad hoc group that contains the records that were successfully imported
Features for Administrators and those with appropriate role access:
Filter Manager is now Entity Manager which enables the management of entity filters, metrics, and fields
Ability to add fields
Area/Category/Issue management including ability to manage auto assignment
The Language list now includes English (UK)

Application Architect

Ability to change the ad hoc group number of record threshold
To support meta data discovery, the Data Type field was changed from text to a picklist

*Currently, updates to Infor CRM(Saleslogix) v8.2.0 are cumulative and contain all preceding updates. Update 03 is currently available from Xtreme Portal in the Download Patches section.

Summary of the update:

Defect	Description
INFORCRM
-9706	In a Russian environment, the auto-populate feature of a combo box translates certain Russian characters incorrectly and returns the wrong items for the lookup.
-9749	Using the IN Condition as the first condition in a Query Builder query causes all other condition values to be corrupted when saved.
-9750	Cyrillic characters in the Owner field are corrupted when exporting records to Microsoft Excel.
-9963	Team Names that contain Cyrillic characters are corrupted in the Share Team view.
-9964	Cyrillic characters in the User Template name are corrupted.
-9965	An error occurs when exporting a group to Excel if the Group name contains Cyrillic characters.
-10110	In a Russian Windows client, the context menu for editing the description of a product contains corrupted characters.
-10111	In a Russian Windows Client, the tooltips contain corrupted characters.
-10112	In the Architect, if a plugin is released to a team with a name that contains Cyrillic characters the team name on the Release Plugin details view will contain corrupted characters.
-10115	ActivityAttendee and HistoryAttendee records are not synchronized between host and remote databases.
-10152	In the Architect, project names that contain extended character sets display corrupted characters.
-10222	In a Russian Windows client, when importing leads, the “Show all Fields” label and “Unmatch” button text are truncated.
-10223	In a Russian Windows client, the Opportunity Add Product dialog box contains truncated buttons and labels.
-10226	In a Russian Windows client, when creating a new contact/account, the Look for Matching Records button text is larger than the button.
-10233	In a Russian Windows client the Share Group dialog box contains corrupted and overlapping characters.
-10234	In a Russian Windows client the Account detail view Notes/History tab contains truncated labels.
-10376	In a Russian Architect the Reopen Project list contains corrupted characters.
-10393	If the Display Name of a field is changed to Cyrillic it will initially display correctly in Administrator. However when the field is then added to a Mail Merge Template the Cyrillic text is corrupted.
-10442	In a Russian Windows client the Query Builder does not correctly display Russian characters in the title or the group name.
-10443	In a Russian Windows client the Contact lookup contains corrupted characters.
-9983	Dragging an e-mail from Microsoft Outlook and dropping it on a Notes/History tab records the history item with the current date and time instead of the original date and time.
-9984	During Daylight Saving Time recurring activities start date is an hour later than it is scheduled to start.
-10060	Update Potential Matches will not return accounts with an account name that contains a single number, spaces, or several small words.
-10164	When a custom ticket group that contains the TICKETASSIGNLIST field as a condition is shared to Everyone, any user other than Admin will receive an error when viewing the group.
-10180	When performing a Ticket Lookup based on the CreateUser, the lookup will only return up to 100 named users.
-10297	The Web Client does not load properly when using the Chrome version 51 browser.
-10445	When the Ticket detail view Journal tab is in the More Tab and the More tabs is dragged to middle pane, the Journal tab overlaps the other tabs.
-10446	If the First Day of the Week is set to Monday and an activity is scheduled for a Sunday which is the 8th day of the month, the activity will not display on the Calendar.
-10453	When a new account entity is created for a back office extension, it should not add APPIDs in the SyncDigest table.
-10780	Update Potential Matches only checks the first word in some fields.
-10862	The Upper method in QueryOver queries bypasses indexes in non-Unicode databases.
-11059	Update Potential Matches does not return any results for converted leads.
-5596	Address.Address.entitytype.xml file needs to be added to the 8.2 Model update documents.
-10156	The next_url query string parameter used as the location for a redirect response is now being transferred between the pages using session state to address a potential security risk.
-10688	Export to File does not apply GMT/UTC formatting to Date/Time fields.

Update 02 Fixed Issues:

Prerequisite: No prerequisites except a currently working Infor CRM v8.2.0 environment.

Defect	Description
INFORCRM
-6573	An access violation in the Crystal Reports crdb_ado.dll library may cause a crash in INFORCRM-8832 The Crystal Reports API is not exposed.
-8845	Web Client Address Labels do not print in the correct format.
-8862	Cutting a remote database causes problems with dependent views.
-8863	If duplicate view names were retrieved when cutting a remote database an error occurs when the views are applied to the remote database.
-8865	The Admin.exe should create a log file when cutting a remote database.
-8867	The database creation process should identify views with dependencies.
-8876	An error occurs if a sales process includes a to-do activity with an ampersand in the Regarding field.
-8955	Crystal Reports performance slowed between versions 7.5.4 and 8.1.
-9598	MemCache is required for Network Remote to successfully connect to Sdata portal.
-9854	Strings with extended characters cannot be found in Advanced lookup.
-4348	Administrator does not show users that are logged into the Web client when using Windows Authentication.
-4808	In the Application Architect, SQL actions containing <> characters are corrupted when creating a bundle.
-5484	In the Web client, the group conditions “starts with” and “contains” are not handled correctly
-6272	The Web Analytics Support bundle for Infor CRM Advanced Analytics v3.0 fails to build after applying Update 01 for v8.2.
-6407	When completing an activity any people added to the Availability tab (including leader) are not added to HistoryAttendee table so they do not show on All Participants tab of History record.
-6412	An error occur after going to the ad hoc group created for an import of contacts.
-6541	When trying to delete an account associated with an opportunity that has an associated activity a server request timed out error occurs.
-7146	When signing in fails due to a license failure that information should be added to the user auditlog.
-7197	Trying to insert a new ticket in a Windows Authentication enabled environment causes the error “Could not initialize proxy – no session”.
-7426	The SimpleAtomToEntityMappings.Transform() method does not allow for null or empty email addresses for contacts or leads which may lead to a crash of the ASP.NET worker process.
-7829	When using the German-Switzerland (de-ch) cultural code currency controls do not accept decimal values correctly.
-7986	After assigning a role to a smart part on a view, the smart part is hidden for the role.
-8179	Unable to login to Mobile 3.4 as a user when using a local file system.
-8320	When creating new notes and activities, the Account lookup displays and stores special characters in an account name as character references.
-8819	The Cache Service may cause incorrect counts and returns in Customer Portal.
-8829	When opening Mapquest from the Web client a Page 404 error occurs.
-8836	Group column properties have different formats in the Web and Windows clients.
-8838	In the Web Client Ticket detail view, the Reset button clears two fields in the Details tab view when using an Internet Explorer browser.
-8843	In the Application Architect, using a module to show or hide tabs no longer functions as you scroll through the group after applying 8.1 Core Update 05 or later.
-8844	When running reports there is DateTime related error for both the ATTACHMENT and HISTORY tables.
-8851	The ActivityManager.aspx has a memory leak.
-8854	After dragging and dropping an email on to the Ticket Activity tab, the email header information is not stored in the TICKETACTIVITY table.
8855	Adding Date or DateTime values to a Crystal Report header return incorrect values.
-8856	Calling MySlx.Security.CurrentSalesLogixUser may lead to an NHibernate.LazyInitializationException if a lazily loaded User property is accessed
-8858	Filters do not return results when a group contains a startdate in the layout.
-8860	If a date/time field is left blank, the Calendar date/time control uses server time instead of client time.
-8861	The Ticket Activity tab does not automatically refresh after dragging and dropping an emails to the tab.
-8864	DateTime controls display the wrong time when the server and client machine have different time zone settings.
-8866	Performance is slower when Windows Authentication rather than Forms Authentication is enabled.
-8868	In an Oracle 11g environment the Return Distinct Row Only causes HTTP:500 error when selecting filters in the task pane.
-8870	When accessing an offline Web Client with Turkish regional settings an error occurs.
-8872	Unable to log in to Application Architect using Turkish Regional Settings.
-8878	User Security does not always update properly when changing Department or Team Membership from the Web client.
-8935	Creating an ad hoc group with more than 10000 records does not include all selected records.
-8955	Crystal Reports performance slowed between versions 7.5.4 and 8.1.
-8962	When you complete an unscheduled activity, changing the opportunity or ticket should not change the existing contact or account.
-8966	An error occurs when attempting to close a ticket that was created in a Windows Authentication environment.
-8971	Switching between contact records in the Contact Detail view and saving changes before the record fully loads may result in contact data being overwritten.
-9548	Update Developer Tips and Application Architect with steps for setting Ad Hoc record threshhold.
-6572	An OutOfMemoryException may occur when large reports are run frequently in either the Job Service or the SlxClient portal.
-8807	The Office Integration install must detect if a previous version of Desktop Integration is installed and then uninstall it.
-8820	Unable to sort Lookup columns after applying 8.2. Update 01.
-8826	The Web Client Office Integration is now separate from Outlook Integration.
-8828	Remove the Install Desktop integration from sign in page and General options screen. Replace the options in the General tab with Office Integration and XBar install buttons.
-8840	Users added to a custom Library role may not able to see additional Library controls in the Web Client .
-8857	In a Windows Authentication environment, the Ticket Detail view Email Ticket button is unresponsive.
-8859	In a Windows Authentication environment, the Ticket Detail view Date/Time stamp does not work.
-8877	The Contract Quantity field does not allow decimals, which are allowed in the Windows Client.

We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected. Contact Simplesoft Solutions to discuss an upgrade for Infor CRM (Saleslogix), and to review any new features or updates with your version of Infor CRM (Saleslogix).

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events.

Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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Infor CRM Job Service Troubleshooting and Updates

June 21st, 2016 by Teri Unger

With the advent of new job handling procedures starting in v8.0.0, Infor introduced the Job Services. The Infor CRM Job Server is used for a number of purposes in the CRM environment, including generating Crystal reports, automating the rollover of past-due activities, performing bulk deletions and record updates, and synchronization of information between CRM and other applications such as Outlook.

Infor has published an article on troubleshooting this service and as critical a piece of the puzzle that this function is becoming, we felt it prudent to make sure that everyone had access to this information. View KB 1579625 – Troubleshooting the Infor CRM Job Services below.

Defects:

There are several defects that have been earmarked as job services functions. Please review the release information below to see if you are affected by these defects.

Infor CRM v8.1.0 Update 08

(Updates include but not limited to)

INFORCRM-5726-An access violation in the Crystal Reports crdb_ado.dll library may cause a crash in the JobService or the SlxClient portal.

INFORCRM-5729-An OutOfMemoryException may occur when large reports are run frequently in either the JobService or the SlxClient portal.

A newly updated SLXJobServer Configuration file

New versions of executables and library files:
SLXJobServer.exe 8.1.0.1287
SLXJobServer.exe.config
JobManagerActions.js
JobManagerGroupContextService.js
JobNotificationButton.js
JobNotificationPopup.js
Jobs.js
JobSchedulingWidget.js
JobService.js
RunJobDialog.js
Saleslogix.Reporting.Jobs.dll 8.1.0.1335

Infor CRM v8.2.0 Update 02

INFORCRM-6572 –An OutOfMemoryException may occur when large reports are run frequently in either the Job Service or the SlxClient portal.

New versions of executables and library files:
JobManagerGroupContextService.js
JobNotificationButton.js
Jobs.js
Saleslogix.ReportingJobs.dll 8.2.0.1259

Fixes for the newest version Infor CRM v8.3.0…

Infor CRM v8.3.0

Update 01 has been released but it does not contain the fix for the job services as listed in the prior versions. We estimate it will be contained in the next update for v8.3.0.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

****

KB 1579625 Troubleshooting the Infor CRM Job Service https://www.inforxtreme.comSolution1579625 (login required)

General Job Server configuration settings

Ensure that the actual executable (SLXJobServer.exe) has been upgraded to 8.1.
Port 1895 must be open for inbound and outbound traffic on the server hosting the Job Server executable as well as the web servers.
SData must be deployed, configured, and functional in order for the Job Service (and thereby the Web Client) to operate properly.
Map the WebDLL user to the Saleslogix Admin user in Administrator. Double-check that the WebDLL user is properly configured on the web servers and the job server itself – proper permissions and local server rights, etc.
Ensure that the Use Windows Authentication box is checked in Admin > Tools > Options > Passwords
Ensure that in IIS under Authentication for both SLXClient and SData that Anonymous is configured as the same user for the Application Pool (default is WebDLL)
Set the SalesLogix Job Service to log on as WebDLL.
Deploy the SLXJobService portal from within Application Architect. Note that if this is an upgrade they will have to manually add the portal to the Core Portals deployment; this is a mandatory step, as the SLXJobService is no longer an optional component for web environments. Also note the path to which the portal is deployed.
On the server hosting the SalesLogix Job Service, locate the SLXJobServer.exe.config file. Verify that the sage.scheduling.server.tenantRoot value matches the path to which the portal was deployed in step 6.
On each web server, locate the web.config file for the SData portal. In the Sage.Integration.WebAdapters section of the file, ensure that there is an entry for Sage.Platform.Scheduling.SData.Adapter.
On each web server, locate the appSettings.config file for the SData portal. In the Sage.Scheduling.Client.serverURL section, edit the URL from ‘localhost’ to the server name of the server hosting the actual job service.
On each web server, locate the appSettings.config file for the SlxClient portal. Repeat step 9 for this file.
If the Job Server service is installed on a separate server from the SData portal, you will need to run the standard SetSPN steps (as though enabling Windows authentication) on the server hosting the Job Server service.
- Setspn –A http/SERVER.DOMAIN DOMAIN\SERVICEUSER
- Setspn –A http/SERVER DOMAIN\SERVICEUSER
If you keep getting an error with an invalid http request, go to the tenant.config file found under ..\Sage\Scheduling\Tenants\SlxJobService make sure the address under <servers> is set as follows: <add address=”localhost” port=”11211″ /> (the local loopback to 127.0.0.1 may be blocked)
Perform an IISRESET
Attempt to start the SalesLogix Job Service.

Executing the Job Service via command console

The SalesLogix Job Server can be run via command line, which outputs a great deal more information than is visible within the Web Client. This can be useful for gathering data for troubleshooting.

In Windows Services, stop the SalesLogix Job Service.
In Task Manager, end the exeprocess if necessary.
Open a command prompt as administrator.
At the command prompt, change directory to the SLXJobServer.exe location.
Example: cd C:\Program Files (x86)\SalesLogix\
Type the following command:
SLXJobServer.exe
The Job Service will begin to output information related to any running jobs. At this point, log into the Web Client and execute the failing job.

This can result in a large output of data. To make this easier to capture, output the console information to a file. To to this in step 6, use the following command instead:

SLXJobServer.exe >> c:\SLXJobServer.txt

The text of the command console will be output to this file. Using the >> argument will cause new additions to append to the existing SLXJobServer.txt file.

Enabling Debug-level logging for the Job Server

The Job Server can be set to capture debug-level logging. To enable debug logging:

In Windows Services, stop the SalesLogix Job Service.
In Task Manager, end the exeprocess if necessary.
Navigate to the install location for the Job Server.
Example: C:\Program Files (x86)\SalesLogix\
Locate and open exe.config.
In the <log4net> section of the config file, locate the following line:<threshold value=”WARN” />
Edit the value here to DEBUG:<threshold value=”DEBUG” />
Save the changes to the config file.
Restart the Job Service.
Attempt to execute the failing job. Debug-level information will be output to the Event Viewer.

Note: This can cause the generation of a large volume of data; debug logging should not be enabled for long periods of time.

** End of KB 1579625

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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Time Zone Error Resolution in Infor CRM LAN Client

May 3rd, 2016 by Paul

Dear Paul,

We have a newly installed user that cannot log into the Saleslogix client. The user is receiving the following error:

Exception ETimeZoneError:

The time zone has not been defined for user U6UJ9A0000XX

Exception location:

[006892BE]{Saleslogix.exe} IsBrandingEnabled

This is a Windows LAN client using v8.1. Can you help us with this error?

Certainly, we can help. After some research, the problem seems to be a missing value in the user profile entry for the timezone column. I am not confident how the setting came to be without a value, but here is what we did to correct the issue.

1. Diagnose the issue.

First review the login process on the client machine and confirm the login issue.

2. Review the problem area.

Second, review the Userinfo table to examine the user record. The SQL below is as-is and may need to be adopted by a person with knowledge of how to run and correct the data use SQL statements:

– Select * from Userinfo

– Next, review the user profile record noted from the error and review the timezone column

– Select * from Userinfo where userid = ‘U6UJ9A0000AB’ — change to a known value

3. Identify the resolution steps.

Identify the possible timezone value from the other working users.

– Select distinct timezone from Userinfo

4. Implement the resolution.

UDPATE USERINFO set Timezone = ‘Eastern Standard Time’ where userid = ‘U6UJ9A0000AB’

Change Timezone value and userid value to known and correct values.

5. Confirm the result with the end user.

Meet with the user and make sure that they can now login.

6. What else can be corrected?

Check other possible users for missing timezone values and correct as needed.

– Select * from Userinfo where timezone is null

This following statement will set all NULL timezone values in the userprofiles to one Value, make sure it defined correctly or update one Userinfo record at a time as described above.

– Update Userinfo set timezone = ‘Central Standard Time’ where timezone is null

7. How can the problem be prevented or avoided.

If the timezone value is not set for a user profile then the Network (LAN) client will potentially have problems logging in. These steps will help correct the issue. We did not come to a root cause of the issue, but if it becomes problematic, a KnowledgeSync event or database trigger can be setup to mitigate the issue for the future. We are here to help!

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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How to Follow a TEF for Synchronization Review

February 9th, 2016 by Paul

Dear Paul,

We are having trouble with remote client changes making it “to/from” the remote client during the Synchronization process. Do you have any suggestions for troubleshooting the process?

Yes. Many times synchronization issues can be due to configuration settings or permissions. A good place to start is figuring out where the change files are breaking down and working to resolve from there. The following is a procedure for figuring out where the change files are failing to move properly. Sometimes an unexpected reboot of servers can cause issues.

How to “follow the TEF” from remote to Synchronization server:

Remote client Computer tasks

=====================

1. Start on the remote side and already synced up

2. Make sure the remote sync is off and set the Sync Options to not ‘Send changes’

3. Have the remote create an account, let’s say ‘XYZ Corporation’ for generic tracking

– Identify the AccountID on the Detail tab

– confirm it is saved etc. (F5/Shift-F5)

4. Confirm the TEF file created and review in TRNVIEWER if needed

5. Confirm the size of the file and name and make a copy if needed. (Preferred)

C:\Documents and Settings\All Users\Application Data\SalesLogix\Sync\Outfiles

C:\ProgramData\SalesLogix\Sync

Main Office Computer tasks

=====================

6. Place the synchronization server service on pause or stop (Preferred)

– Reset option to ‘Send changes’ on the Remote client

7. Synchronize the Remote client and send changes to the server

8. Confirm the TEF file transferred to the Infiles (FTP/Network) and review in TRNVIEWER if needed

– Confirm the size of the file and name is the same and make a copy if needed

– You can sort by sitecode with the file type to filter by the specific user

9. Cycle the synchronization server manually

10. Confirm/make sure that the new account gets to the host in the client application

Find the Account and confirm the information by the AccountID on the Detail tab

Synchronization Server tasks

=====================

11. Confirm that the Account is being sent to other remotes as appropriate (I.E. Team membership or Account Ownership)

– One thought would be to run the synchronization manually and see the new account going to team members

– An additional task would be to confirm the account on an additional remote client

Remote client Computer tasks (Assuming the Account is received on the remote client)

=====================

12. Create an opportunity for the Account for number 3 step

13. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

14. On the remote, make updates to the account and opportunity

15. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

– Use history actions, create activity changes, key fields etc.

16. On the remote, make a change to the Phone Number for the account and the Probability field on the Opportunity

17. Repeat the steps, for the following of the TEF files (Steps 6 through 10)

Note: We are looking for symptoms where the TEF files are not being created, moved to another folder, (for example Rejected or Archived),

TEF files with errors, sitecode issues, malformed TEF files etc., Keybase issues with a naming mismatch, or missing files waiting for sequence processing during a synchronization of service.

All the settings need to be set back to the original settings after testing.

—

How to use the TEF Viewer

=====================

Open SalesLogix Transaction Viewer

(Default location is C:\ProgramFiles\SalesLogix\Trnviewer.exe)

Click the “Foldername” folder and click Open (you can filter to the specific user by choosing them from the bottom dropdown)

Click the TEF in question and click Open

Simplesoft can assist with this process by helping to analyze the TEF files with you.

If you are requesting help from Simplesoft or Saleslogix/Infor CRM, you will need to compress the following files and send with your request:

– syncerrors.txt and log file for the just completed sync from the Host server

– syncerrors.txt and syncstatus.txt text files from the Remote client computer and any Saved TEFs on host (copy of them before they get processed)

It takes some time to work through this list. Other testing can be performed as needed.

“We cannot solve our problems with the same level of thinking that created them”
― Albert Einstein

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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Could Not Process SendSLX Message Error

October 14th, 2015 by Teri Unger

Are you getting this popup error every time you start your computer or Outlook?

“Could not process SendSlx Message:
Unable to connect to the remote server
Inner exception:
Unable to connect to the remote server…” Blah blah blah

Irritating error with a VERY simple fix!

On your computer navigate to c:\users\(your username)\appdata\roaming\saleslogix\outlook\tempmaildir
(Not sure how to get there? See below for detailed steps.)

You will see two folders here: EML and MSG.

What to do now that you have located the folders…

Remove ANY and ALL files within these folders. They are only meant to temporarily hold the message as you send it in Outlook and any left there will continue to try to record to Infor CRM (Saleslogix).

You have just eliminated the error. Note: if you get a failed SendSlx email message in the future it will save the file in this location, so save this set of instructions in case it happens again. The failed SendSlx error can be a result of a temporary outage of your Infor CRM (Saleslogix) database, corrupt data, or internet disconnect.

Here’s how to get there, the details…

Open a Windows Explorer Window
Double-Click on ‘Local Disk: (C:)’ in the left navigation tree view
Double-Click on ‘Users’
Double-Click on ‘your name’
Double-Click on ‘AppData’
or if AppData is not showing then Click on the address bar at the top of the window and add ‘\appdata’ to the end of ‘c:\users\(your username)’
Double-Click on ‘Roaming’
Double-Click on ‘Saleslogix’
Double-Click on ‘Outlook’
Double-Click on ‘TempMailDir’

You should now see the two folders and can complete the steps above.

If you have any questions on this or any other issue, or would like assistance with this process, don’t hesitate to contact us.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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