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January 23rd, 2020 by

Here are a few tips for installing Infor CRM Xbar into Outlook with Windows 10. If you miss these items it’s likely that Xbar won’t install properly and cause errors to occur.

First, UAC must be off. For Windows 10 this includes a registry setting at : HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System. Set EnableLUA to ‘0’¬† and reboot machine. Note: the¬†User must be a local admin on the PC.

After you have downloaded the Xbar install file be sure to unblock it.¬†Right-click the file and click the properties line. On the window that appears, look for ‚Äėunblock‚Äô at the bottom of the window, click the unblock and then apply to allow the install.

 

 

 

 

 

 

 

 

 

 

Stay connected, subscribe to our Blog. We recommend these steps for all versions of Infor CRM Xbar. If you need help or a complete training on installing Xbar reach out at support@simplesoft.net.



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 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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June 26th, 2019 by

Microsoft will be discontinuing extended support for SQL server 2008 and 2008 R2 on July 9th, 2019. Mainstream support ended on July 8th 2014. There will not be any more security or support updates. This ends the life cycle of the SQL version. You will need to determine what version of SQL you are using if you don’t know already. Use this link to do that:¬†How to identify your SQL Server Version and Edition

If you are already using a later version you will not need to make any changes at this time. However if you are using one of these versions it is recommended that you update. Make sure to take a backup of your database first and then upgrade or install a Microsoft SQL instance on the server where your SQL is instance is currently installed. Here is a guide to do that: Upgrading or installing a Microsoft SQL instance

If you are using a Workgroup, Standard or Enterprise edition of Microsoft SQL 2008 R2 or older, you will need to upgrade your SQL version. Depending on the size of your  databases and your other needs related to SQL, you might need to purchase a license for a newer version of SQL.

Let us here at SimpleSoft know if there is anything we can do to assist you with this!



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 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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February 9th, 2016 by

Dear Paul,

We are having trouble with remote client changes making it ‚Äúto/from‚ÄĚ 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 ‚Äúfollow the TEF‚ÄĚ 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 ‚ÄėSend changes‚Äô

3. Have the remote create an account, let’s say ‚ÄėXYZ Corporation‚Äô 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 ‚ÄėSend changes‚Äô 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)

Log in as the Admin user

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

Рsyncerrors.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.

‚ÄúWe cannot solve our problems with the same level of thinking that created them‚ÄĚ
‚Äē 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.

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December 28th, 2015 by

A quick note on issues with Microsoft Office 2016 and Infor CRM…

Microsoft recently released Office (365) 2016 to all eligible users in September of this year. ¬†As of the publishing of this article, the compatibility of Office (365) 2016 and Infor CRM (formerly Saleslogix) has NOT been approved (what is called qualified for support). Please refer to the latest Infor CRM Compatibility Guide for all compatibility questions. ¬†It is our recommendation that you do not upgrade until Infor has approved compatibility certification as we have already seen some breaking items with the Outlook Integration and launching Outlook from the LAN and WEB client. ¬†Even after uninstalling and re-installing to an earlier version of Microsoft Office there have been some issues. ¬†If you are currently using a Microsoft 365 product, as Microsoft has the ability to upgrade without a user’s permission based on settings within the 365 package, it is recommended that you review your settings for automatic download of updates to ensure that you do not accidentally upgrade.

Microsoft is gearing their products to operate solely from the cloud, as is the Microsoft Office 365 product currently released.  This change in direction for the Microsoft Office product has a ripple affect with other programs that integrate closely.  Infor CRM is one of them. Rumor mills have been whispering that Microsoft is pushing the cloud applications rather than desktop versions; if the rumor mills are accurate, we may be seeing the last of the desktop versions.

While researching the new Office product, I found that the desktop versions for business use are still offered by Microsoft. Office 2016 Professional Plus for enterprise licensing, Office 365 Business, Office 365¬†Business Premium, and Office 365 Enterprise E3. ¬†Although integration with Outlook 2016 has not been tested with the Infor CRM client, both LAN and WEB rely on the actual desktop version of Office to be installed. It is required to trigger the program launch during certain tasks, like generating emails, mail merge, template, etc. ¬† For best compatibility, the desktop versions of Office will have a better chance of working with the Infor CRM client’s current design.

Infor CRM is aware of the change to the Microsoft Office software and will determine compatibility as they test the changes necessary to utilize the Office 365 platform; desktop and cloud version.  Infor is currently working on compatibility with Microsoft Office (365) 2016  and has tentatively set the update to be released with Infor CRM v8.3.0 in February 2016.  We will keep you informed as we hear updates.

In the meantime, if you a prompted for an update to Microsoft Office (365) 2016 … Don’t Do It… At least not yet anyway!

If you have any questions on this issue, please contact support@simplesoft.net

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.

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December 23rd, 2015 by

Dear Paul,

Its seems our indexupdates table is growing.  What can be done?

Although this is an older issue and now corrected, you should still monitor the table to make sure that the indexupdates table is cleaning up after itself.

There are a few short steps for the potential resolution (the steps can be time consuming but they are not difficult) with SpeedSearch rebuilding.  I have some standard disclaimers because Speedsearch is very heavy on the Disk I/O and needs to be performed off hours when users are not on the system.  The steps below are easy but could take a long time to run depending on the amount of records in the database especially the history table.

  • First, backup your production Saleslogix database.
  • Second, truncate your indexupdates table.
  • Third, rebuild the indexes.
  • Fourth, test the results.
  • Lastly, communicate the results of the work.

Let’s review more details below ( I have a few more details than above):

My Standard Disclaimers apply.

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

  1. Kick off the users.
  2. Perform work off hours.
  3. Back up your database with verify options.
  4. Run the truncate table command on the indexupdates table.

Open up SQL Query analyzer, change the <Saleslogix Database Name>; to the name of your saleslogix database name and remove the <> characters and verify the following.  The Infor CRM (Saleslogix) kb article had the table name singular, but I believe it is plural, so correct me if I am wrong.

USE <Saleslogix Database Name>;

GO

SELECT COUNT(*) AS BeforeTruncateCount FROM sysdba.indexupdates;

GO

TRUNCATE TABLE sysdba.indexupdates;

GO

SELECT COUNT(*) AS AfterTruncateCount FROM sysdba.indexupdates;

5. Stop the speedsearch service

6. Go to the Saleslogix Speedsearch folder with the Speedsearch indexes

Go to the SpeedSearch share folder as noted in the SpeedSearch configuration

7. Remove /backup the contents of each folder  (Note: not the folders themselves)

8. Start the Saleslogix speedsearch service

9. Login to the administrator as admin user

From the menu, Manage SpeedSearch Configurations

Schedule tab

Rebuild all the Full indexes

Rebuild all the incremental indexes  (this could take a while)

10. Test the results in the Saleslogix client/Web client or using SpeedSearch client in the network client.

11. Communicate the test results back to operations as needed.

Going forward it is good practice to review and optimize the Speedsearch index schedules to confirm they are running at staggered times. E.g. not all running at 12:00 AM, 6:00 AM which is not optimal, but is the typical default.  You may also have indexes running for areas that are not being used as well.  Speedsearch is a great tool and works well, but needs to be monitored and optimized.

Be sure you put your feet in the right place, then stand firm.

– Abraham Lincoln

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.

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August 26th, 2015 by

In this blog article we have summarized the functional aspects of the four utilities/solutions for integrating Infor CRM (Saleslogix) with Outlook and Exchange.  We have included a brief description, the use cases for each, and reference sources for additional information.  Please keep in mind they can all be deployed and used in any combination, depending on your users’ business needs.

РDesktop Enhancements:  designed to record e-mail in Notes/History for a Contact; provides Word and Excel integration

РOutlook Sync:  designed to sync/exchange Contacts and Calendar items for the purpose of portability in Outlook, which is often not necessary with the deployment of the Mobile client

РXbar:  designed to allow users to quickly access/manage Infor CRM (Saleslogix) data directly in Outlook WITHOUT having to switch to the Infor CRM application

РExchange Link:  provides server-side integration directly between Infor CRM (Saleslogix) and Exchange Server (similar to Outlook Sync but server-side)

Desktop Enhancements

Desktop Enhancements provides the most basic integration between Infor CRM for the purpose of sending and recording e-mail.¬† Installing this component is done by the user when logging into Infor CRM.¬† On the login webpage, the user simply clicks the ‚ÄėInstall Enhancements‚Äô button, which installs an add-in to the Outlook client in Windows.

Once installed the user has the ability to click the e-mail link or envelope icon on a Contact record to create a new e-mail message, click the ‚ÄúSend to CRM‚ÄĚ button on the Message toolbar ribbon in Outlook to send and record the e-mail to the Contact Notes/History, select an e-mail received from within Outlook and click the ‚ÄúRecord to History‚ÄĚ toolbar button on the Home toolbar ribbon, and, lastly, drag-and-drop e-mails from the Outlook client directly to the browser to record to Notes/History (MS Internet Explorer only).

For more information, select the Options button on the Outlook Home toolbar ribbon and in the Infor CRM Connector Options dialog box, select the ? icon in the upper right corner of the dialog box.

Outlook Sync

Outlook sync allows users to configure the synchronization of Contacts, Appointments, and Tasks between Outlook and Infor CRM, either bi-directional or one-way from one application to the other.  Users can configure options by selecting the Options button on the Outlook Home toolbar ribbon, including defining synchronization rules for which folders in Outlook to sync, the frequency for the synchronization in minutes, configuring options for prompting for duplicate and unresolved Contacts, and displaying the History Details dialog box from Infor CRM to enter additional details.

For more information, please reference the Help content in the Infor CRM web client by selecting the ? icon in the upper right hand corner, selecting the ‚ÄúSearch‚ÄĚ button on the Help toolbar, and entering ‚ÄúOutlook Sync‚ÄĚ.

Xbar

Xbar is an add-in for Infor CRM that allows users to view, modify, and enter Infor CRM data directly from within Outlook.  By clicking on an e-mail message in Outlook, Xbar will query Infor CRM to find Contacts for each of the individual e-mail addresses included in the From, To, and CC lines in that e-mail.  Some of the information displayed includes Activities, History, Notes, Tickets, and Opportunities associated with a Contact.  From there, the user can update the Contact details, schedule Activities, create Tickets or Opportunities, and click to go directly to the Contact in Infor CRM.  If a Contact is not found for an e-mail address, the user has the option to Create a Contact or Lead by dragging and dropping an e-mail signature line, parsing the data into the proper fields and allowing the user to enter all additional fields.

For more information on Xbar, please reference the Help content included with Xbar by selecting the three bars menu icon and selecting the Help menu item.

Exchange Link

Exchange Link provides server-side integration between Infor CRM and MS Exchange, synchronizing the same information as Outlook Sync.  This solution is appropriate for customers using web mail clients such as Outlook Web Access (OWA) or Apple mail where the traditional Outlook client is not installed.  It is compatible with customers hosting Exchange locally or by a third-party.

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

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

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May 19th, 2015 by

What happens when you have a system like Infor CRM and you add users?  Not just add users, but make sure they are not trained and there are no policies and procedures for them to follow.  Compound this scenario with no concept of data and how the data will be used to create outputs (analytics, dashboards, and reports etc). Well, bad things can and do happen to good systems.  This is not the way to make smart business decisions, grow your business, or utilize a CRM investment in your front office functions.

Infor CRM is an incredible system that allows for customization flexibility and process management.  However, if you unleash a system to users without any guidance or usage basics there will be consequences for storing all that mismanaged data.  Through many unintended actions you will have created a hot data mess.  A hot data mess can dramatically affect your bottom line in expected and unexpected ways.  It is already a challenge when introducing a new system to users so make sure that you have put some thought into how you are launching and the process to make it more manageable.

How does an Infor CRM Administrator or an application Data Steward manage the expectations upfront and create a well-oiled machine (to prevent a nightmare on Elm St)?

‚ÄĘ Have a governance plan in place
‚ÄĘ Identify a Data Steward
‚ÄĘ Build a set of policies and procedures
‚ÄĘ Configure the system tools
‚ÄĘ Train to the usage¬†procedures (initial, refresh, new employee)
‚ÄĘ Monitor the results (using tools like KnowledgeSync, or data cleanup tools like DQ Global)
‚ÄĘ Offer incentives for winning (keeping customers happy with high quality results)

With interactive systems, like CRM, we are constantly adding, removing, updating, and importing records. This is called Data Management and your company should have a plan in place to make sure the data changing is not causing the system usage issues.  This will have a positive impact on acquisition of new customer as well as maintaining profitable relations with customers, partners, and vendors alike.  If you find yourself unsure about where to start, we are encouraging our customers to start by identifying a Data Steward for each user group of CRM within their organization. The Data Steward can begin to define the data requirements for their user group and then work backwards to clean up what has gone astray.  If you need assistance from Simplesoft, we have various levels of Data Cleanup Services.

Data management does not have to be complex, but it does need governance and care.  Taking care of data is one of the three pillars to CRM success that helps to support user adoption. CRMs are always pushing the limiting of technology and with platforms expanding (mobile, tablets and others) we must make sure the tools keep step with the users to enhance productivity.  Good things will happen when CRM is put into place with users trained, processes documented, and a data maintenance plan in place.
‚ÄúAre you upset little friend? Have you been lying awake worrying? Well, don’t worry…I’m here. The flood waters will recede, the famine will end, the sun will shine tomorrow, and I will always be here to take care of you. -Charlie Brown to Snoopy‚ÄĚ
— Charles M. Schulz

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.

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February 25th, 2015 by

After upgrading to a recent edition of  Infor CRM (Saleslogix) (v8.1.0), we have had two customers with a similar experience while rolling out traditional remote sales client software post the upgrade.  When attempting to create a new remote database, the admins receive a message about a trigger causing a problem.

Problem:

Error in step: stpExecSQL_CreateTriggers Microsoft SQL Native Client There is already an object named ‘CONTACT_INTEGRATION_CHANGE’ in the database.

[11/21/2014 11:17:53 AM]Finished step: stpExecSQL_CreateTriggers

[11/21/2014 11:17:53 AM]Finished step: stpExecSQL_ExecSqlTask0

[11/21/2014 11:17:53 AM]

Step: stpExecSQL_CreateTriggers returned error: There is already an object named ‘CONTACT_INTEGRATION_CHANGE’ in the database.

The triggers may be different depending on your installation and setup.¬† So far, we have experienced the issue with “ACTIVITYATTENDEE_INTEGRATION_CHANGE”¬† and “CONTACT_INTEGRATION_CHANGE”.

Upon investigation, the first thing we tried was to disable the trigger and that does not work.  Next we tried to delete the trigger and again that resulted in no change because the creation process creates the trigger if missing.

Deeper Diagnosis:

We ran Saleslogix profiler and discovered a table call referencing DB_OBJECTDEFINITION.  When a remote database is created this table is called and the records in this table will create the triggers needed if they do not exist.  Ok.  But if there are duplicate entries then it creates problems.

The next step in the resolution is to reapply the bundes for 7.5.4 to v8.0 and also v8.0 to v8.1.0.  When you reapply the bundle there will be message that indicates an issue like below:

Creating Index DBOBJECTDEF_OBJECTNAME_DBTYPE: The statement has been terminated. : The CREATE UNIQUE INDEX statement terminated because a duplicate key was found for the object name ‘sysdba.DB_OBJECTDEFINITION’ and the index name ‘DBOBJECTDEF_OBJECTNAME_DBTYPE’. The duplicate key value is (ACTIVITYATTENDEE_INTEGRATION_CHA, MSSQL)

Resolution:

To find duplicates run in MS SQL Server Management Studio and delete any duplicates

SELECT DB_OBJECTDEFINITION.SQLDEFINITION,DB_OBJECTDEFINITION.DB_OBJECTDEFINITIONID FROM sysdba.DB_OBJECTDEFINITION¬† WHERE DB_OBJECTDEFINITION.OBJECTTYPE = ‘Trigger’ AND DB_OBJECTDEFINITION.DATABASETYPE = ‘MSSQL’

Once the duplicate entries are removed from the DB_OBJECTDEFINITION table then the remote database process creates a new remote database without issue.

Be brave enough to try something different and smart enough to know you cant please everybody…ÔŅĹ
– Unknown quotes

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 Users Group Events.

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October 31st, 2014 by

Infor CRM (formerly Saleslogix) has this terrific engine called SpeedSearch that works behind the scenes and helps to index entities. The indices and structure is based on a third-party searching and indexing engine called dtSearch.  The main idea is that it provides high performance searching so that a user can perform a Keyword search and Saleslogix returns records based on that keyword.  It is well designed, integrated, and works well when it is properly configured and managed.   SpeedSearch comes in two flavors: Standard and Advanced licensing.  The main difference with the Advanced licensing is the ability to add and customize, which is outside of this discussion today.

The secondary function is that SpeedSearch helps to identify duplicates on imports using the lead import tool.  Speedsearch works in both the web and windows without any differences in result sets, as expected!  If there is one area of the tool that I would be critical of,  it is what I would call default madness.   This article is dedicated to helping administrators review the setup and configuration to make sure that they have reviewed and optimized the settings for SpeedSearch.  The various settings can have a huge impact to your end user experience.

First, we need to evaluate where you are with Speedsearch configurations and operations in place.  Is the SpeedSearch service running today?  Are indexes enabled and being run successfully?  Are they all set to the default of 12:00 AM?  Are the indices matched to the areas of your usage?

  1. Start | Run | Services.msc  and confirm the service is running
  2. Start | Program Files | Saleslogix | SpeedSearch Configuration  and confirm the basic configurations
    1. Check the servername,  Share Path,  and database options
    2. Start | Program Files | Saleslogix | Administrator | Menu for Manage | SpeedSearch Indexes…
      1. Confirm the indexes enabled
      2. Start | Program Files | Saleslogix | Administrator | Menu for Manage | SpeedSearch Configuration… | Schedule tab
        1. Confirm the jobs are running and which jobs are needed
        2. Table Check:  Select count(*) from sysdba.IndexUpdates to make sure that SpeedSearch is cleaning up changes after the index jobs are being ran.

Once SpeedSearch has been reviewed and confirmed operational, we have a few recommendations for optimization.

Top Recommendations:

Only index areas that are required for Infor CRM (Saleslogix) and areas of Infor CRM (Saleslogix) that are being used.  If you are not using defects for instance, turn off the index.

Only schedule the type of index jobs, adding change differences, for the areas required.   For instance if you are indexing Account, but you only need to see updates on a daily or weekly basis, then delete the incremental jobs.

If there are schedules for areas that are not being used (like defects mentioned earlier) delete them and make sure they are not enabled.

Stagger the times that the index build runs.  By default, they are set to run at 12:00 AM and if all the indexes are running at the same time that is not optimal and may cause issues.

So now you have evaluated SpeedSearch, thought through the changes to make, and lastly you need to schedule time to make the changes and confirm the results.  You will need to pause the services, make the changes, and turn the services back on.

Finally, you will need to monitor two areas.  First making sure the services are running properly and secondly the jobs are cleaning up the speedsearch tables properly.

Don’t dwell on what went wrong. Instead, focus on what to do next. Spend your energies on moving forward toward finding the answer.

Denis Waitley

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 Users Group Events.

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April 18th, 2014 by

It is recommended that the SlxClient, Slxmobile,  Intellisync and sData portals be run using unique Application Pools (separate from the Saleslogix Application Pool). If this practice is not followed there is a potential risk of issues arising. Symptoms of running all portals as the same application pool include:

  • Web site stopping, requiring an Internet Information Services (IIS) reset.
  • Users incorrectly being logged out of the Saleslogix Web Client.
  • Large amounts of data synchronizing that will use memory.

Cause:

  • Memory and performance-related issues
  • Bindings are bound to multiple ports

Special Considerations or Warnings:

Some considerations should be made before taking action too quickly, or you could end up creating additional problems.

Warning: Backup the database and VFS before altering the application pools.

Note: If there is only one W3WP process running on the web host server, then all web applications are running under the same application pool.

Currently, standard 32-bit processes have a limitation of 2 GB of RAM. 32-bit .NET applications have a limitation of 800-1200 MB of RAM per process.  System performance may be adversely affected if an Application Pool is configured to Recycle. Upon the Application Pool Recycling, the local cache on each workstation is no longer valid and so caching starts over.  These steps should be taken to address this occurrence:

  1. Turn off recycling.
  2. Split out the websites into separate application pools.
  3. Ensure that there is only one port bound to the SalesLogix Web Client.
  4. After eliminating unnecessary ports, reset the Application Pool.

For additional assistance and implementation guidance, please contact your Saleslogix Business Partner, Simplesoft, Swiftpage Saleslogix support, or your network or web administrator.

‚ÄúThe best performance improvement is the transition from the non-working state to the working state.‚ÄĚ Unknown

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 Saleslogix Users Group Events.

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