Simplesoft Solutions Blog

Using MS SQL for SalesLogix? A Collection of Helpful Links to Feature Pack Articles

March 29th, 2011 by Paul

SalesLogix MS SQL Articles I had this bright idea…. I could bring it all together in one blog.  See my attempt below at gathering links to several helpful articles for MS SQL deployment  to assist our  SalesLogix customers.  When deploying multiple servers,  with an on premise deployment of SalesLogix,  there is the need to ensure that the MS SQL Native Client is installed on the servers that are not the database server itself.  Here are the links to download the appropriate and corresponding SQL Native client and the related tools of the feature pack.

  1. First you need to identify the version of MS SQL Server that you are currently using.  Here is a helpful article by Microsoft to help.

How to identify your SQL Server version and edition

http://support.microsoft.com/kb/321185

2.  Find the webpage with the corresponding Microsoft SQL Server Feature Pack link

MS SQL Server 2005 Links

MS SQL Server 2005 SP3 Feature Pack Link – 9.00.4035

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=536fd7d5-013f-49bc-9fc7-77dede4bb075&displaylang=en

MS SQL Server 2005 SP2 Feature Pack Link – 9.00.3042

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=50B97994-8453-4998-8226-FA42EC403D17&displaylang=en

MS SQL Server 2005 SP1 Feature Pack Link – 9.00.1399

http://www.microsoft.com/downloads/en/details.aspx?familyid=d09c1d60-a13c-4479-9b91-9e8b9d835cdc&displaylang=en

MS SQL Server 2008 Links

Microsoft SQL Server 2008 Feature Pack – 10.00.1600.60

http://www.microsoft.com/downloads/en/details.aspx?FamilyId=228DE03F-3B5A-428A-923F-58A033D316E1&displaylang=en

Microsoft® SQL Server® 2008 R2 Feature Pack – 10.50.1600.1

http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=ceb4346f-657f-4d28-83f5-aae0c5c83d52

Microsoft® SQL Server® 2008 R2 SP1 Feature Pack – 10.50.2500

http://www.microsoft.com/download/en/details.aspx?id=26728

3.  Once the right page is found, you will need to scroll down the page to find the Microsoft SQL Server 2008 Native Client files.

Download the appropriate installation files for the bit edition of the client workstations (32 bit vs. 64 bit etc.)  The download file will be named (sqlncli.msi) for 32 bit or (sqlncli_x64.msi) for 64 bit edition.

4. Lastly, copy the file(s) to a shared installation point on the network.  A good tip is to place them in a well named folder and copy the link of the download URL as well.

I tend to create folder like ‘MS SQL SQL native client – 64 bit for MS SQL 2008 SP1′ so that when I come back to the folder later I will know what the folder means.

5. If you find that your version of MS SQL Server is not patched up, then you can take the time to plan to patch to the latest server pack that is on the compatibility list.  When you do that, make sure that you review your backup plans and patch the client computer and other server computers that have client connectivity back to the server.

How to obtain the latest service pack for SQL Server 2008

http://support.microsoft.com/kb/968382

This little article will help you find the links that you need to keep your installations updated and SalesLogix running smoothly.

Upon the subject of education, not presuming to dictate any plan or system respecting it, I can only say that I view it as the most important subject which we as a people may be engaged in. That everyone may receive at least a moderate education appears to be an objective of vital importance.

Abraham Lincoln (1809 – 1865)

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. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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It’s Here, It’s Here! – Sage SalesLogix Mobile

March 16th, 2011 by Janetta

We have been telling our clients since the fall of last year that Sage SalesLogix Mobile is coming.  We had seen several demos at various Sage events and were just waiting to get the final release date.  It is here!  This new Mobile client is browser based so available for iPhone®, iPad®, Android™, and BlackBerry®2.

Please join us to learn how to implement at your company based on whether you  currently have Web or LAN implementations.

Simplesoft will have Gene Arnold, Sage Sales Engineer,  hosting webinars for our clients to learn how to implement the new Sage SalesLogix Mobile.

Register for the session appropriate for your company:

Sage SalesLogix Mobile – for Current Web Users – March 29th at 2:00 pm

Sage SalesLogix Mobile – for Current LAN Users – March 31st at 2:00 pm

Requires Sage SalesLogix v7.5.3. Supports iPhone 3.x and higher, iPad, Android v2.1and higher, and Blackberry v6.0 and higer, and HTML5/CSS3-compliant browsers.

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. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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Sage Summit – Special Simplesoft Invite and Discount

March 3rd, 2011 by Janetta

Summit_11_Promo_205x136

I wanted to send out a special invite to all our clients to attend 2011 Sage Summit.  Being held July 12-15, 2011 at the Gaylord National Hotel and Convention Center in Washington, DC.  As a Sage business partner,  we are able to offer our clients an additional discount (see below).  Don Menrisky, President and Managing Partner of Simplesoft Solutions, will be in attendance along with several of our consultants.  We will host a dinner event for our clients who attend Summit.  Look for more details after you register for the event.  See you there!

Use our special discount
code to save $200.*

Promo Code: PTOC10Register Today!

*$200 discount may not be combined with
other discounts or promotional rates.

Real value from the moment you arrive, including:

- Concrete knowledge and skills to help take full advantage of your use of Sage solutions

- Valuable information and real-world experiences from other organizations using Sage solutions

- Expert answers to specific product questions you’ve been wrestling with

- Technical direction on how best to implement and optimize your Sage solutions

- Trends, insight, and guidance from thought leaders in your industry

- Product roadmaps and insider knowledge on new features and enhancements

We encourage you to take a close look at the conference agenda. With all the labs, customer case studies, panel discussions, roundtables, and product deep dives, the challenge isn’t finding something relevant or attention- grabbing—it’s narrowing down your choices.

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. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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SalesLogix Spring Cleaning – End User Tasks

February 28th, 2011 by Janetta

shutterstock_48211747

Spring is a great time to involve all your users in help cleaning up Sage SalesLogix.  Let’s consider some basic cleaning tasks by major entity:

Accounts – Some key fields at the Account entity are Type, Subtype, Industry, and Status.  Clean up your pick lists for each, lock down the pick lists for each,  and create some administrative groups to push out to your users where these fields are blank.  Be very specific about what fields are to be completed, the name of the Account Group, and give them a target date for completion.  Along with the key fields above, you should also encourage general address, phone number, and web address information be completed and updated.  Create some positive press on the project by sending out emails with updates on who has completed the tasks and/or what % of the tasks has been completed.  Ex.  75% of our Accounts are complete!

Contacts – The key fields for Contacts are Status and email.  Again, create the groups with missing information and set a timeline for completion. 

Opportunities – The key fields for updating Opportunities are Status, Close Date, Probability, and Opportunity Value (which is done by making sure the products and pricing are current).  If you are serious about using SalesLogix for forecasting these fields must be kept up to date and your users should be conditioned to update these fields on a regular basis.

Activities – Encourage users to update their scheduled Activities that are way out of date range.  You could create groups for Activities 90 days old, 6 months old, and 12 months old then suggest they reconnect with these Prospects, etc. 

When making a fire people like to join you, when cleaning the ashes you are often alone”  African Proverb

Interested in more on this topic?  - join us for the next Heartland SalesLogix Users Group

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. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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Heartland Users Group plans Spring meeting with fitting topic – SalesLogix Spring Cleaning

February 14th, 2011 by Janetta

Tuesday, March 8th will be the next Heartland SalesLogix Users group meeting and the topic is very fitting to the time of year; SalesLogix Spring Cleaning.  Have you ever considered the weekly, monthly, and yearly tasks necessary to keep SalesLogix running smoothly not only from a data perspective but from a system wide standpoint?  What about tasks you can teach and reinforce to your users?  Come join us for lunch, networking, and this very appropriate topic presentation.  Questions call 937-885-1204 x3204

Sage SalesLogix Heartland Users Group

Sage SalesLogix Heartland Users Group

Date:  Tuesday, March 8th

Time:  12:00 pm – 3:00 pm

Location:  Simplesoft Solutions HQ at 550 N. Main Street, Suite A, Springboro, OH 45066

Cost:  Free and lunch is provided!

Register:  Sign Up Today!

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Something different with my SalesLogix database

February 8th, 2011 by Paul

Every once in a while I will get a question like, “I am receiving this error message when I log in to such and such database.” I will search the knowledgebase and there is not a matching error message.  I will try to determine if the issue is a missing view, table, field, index, etc.  I will help the customer if something is missing or different because something has been altered on the backend. (We can bundle up what is missing or export a view, etc., and provide it to the customer, and voila, the issue goes away.) The next question I get is, “I am still worried that there might be something else missing. What else can we do to check further? And why did it happen?”  I can only conjecture as to why objects are missing or are altered. (Maybe a missing bundle or a script failed to run during the upgrade or a prior upgrade – who knows?)

spot the difference

Here are a couple of simple procedures to check out the situation and spot the issue:

Use the SLXProfiler

First, use the SLXProfiler.exe to watch the SQL traffic between the client and the server and pay attention to anything on the errors tab for certain. There is a SalesLogix knowledgebase article for the proper usage.

Set up a base database

Secondly, use a tool to perform a complete database schema comparison. You would need to set up a blank SalesLogix database from your current stock SalesLogix version. You can get the blank database script off of the DVD media from Sage SalesLogix. Let’s assume that you have SalesLogix v7.5 SP3 and it is on premise.  Attach the blank database v7.5 in your test environment with a different name from your production database.  Add your appropriate test licenses and patch it up to the current SP3 bundles. Now you have a stock v7.5 SP3 baseline for a comparison.

Check the schema for differences

Next, use a tool for a database schema comparison. We have used tools such as RedGate SQL Compare  (http://www.red-gate.com/products/sql-development/sql-compare/) to compare a production SalesLogix database and a stock blank database of the same version (with all the stock bundles) side-by-side to understand what is different or missing. This reference tool is designed for MS SQL Server, and there is a similar tool for Oracle databases (http://www.red-gate.com/products/oracle-development/schema-compare-for-oracle/).

Note: We have no financial relationship with this company. There are other tools that will perform similar database system checks. We do like this tool.

We have used this valuable tool to find missing fields, views, indexes, etc., in the past. It will not check for data differences within the database. If something is missing, such as data in a stock table, there are other tools for that check. If you find something is missing or is different than expected, then you can perform the research to find the starting point to resolve the issue. You can confirm the schema before you upgraded or installed from a backup database, etc.

A side bonus for using Redgate is that this type of schema check provides visibility to items that have been customized on your system as well.

We have used these procedures to help customers fix database indexes, find missing views, and trace missing fields from tables.

Any tool is a weapon if you hold it right.
Ani DiFranco

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. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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Don Menrisky Receives Appointment to Sage Business Partner Advisory Council

January 31st, 2011 by Janetta

Don Menrisky, President and Managing Partner of Simplesoft Solutions, Inc., received an appointment to Sage’s Business Partner Advisory Council on a two year assignment.  This is a huge honor for Don and the whole Simplesoft team!  BPAC is a Sage CRM Business Solutions Division wide council and consists of the top business partners in each of Sage’s software lines.  The purpose of the BPAC is to set direction and gain feedback from key business partners into the needs and requirements of Sage’s customers along with the programs needed for the business partner channel.

We are a Sage SalesLogix business partner and we have consultants who have worked with the CRM solution since the beta versions of the software.  We have achieved President’s Circle for 3 of the last 4 years.  Don is honored to have been nominated by his peers and chosen to serve on the council.  “It is the best feeling to have your work appreciated by Sage and to know that keeping your focus on the customer has paid off in company growth and this outside recognition.”

Congratulations, Don!

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. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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Dear Paul, should we give SalesLogix users the ability to delete?

January 17th, 2011 by Paul

An Administrator writes:

Dear Paul,

Are there any issues with giving a SalesLogix user the ability to delete ‘Contacts’  in the LAN client?

Answer:

There are two philosophies on how to do this.  The first is to create a policy and to keep the permissions as an Administration function or secondly to just provide the user with the capability.  There are pros and cons to both.

What I mean by policy is to add an item to the contact/account status pick list with a value of ‘Delete’.  Next, have the user provide a note explaining the reason on why it needs to be deleted or archived to team that only the admin user can access.  Then the Administrator can review a group based on the status field of delete on a periodic basis and take appropriate action.  Creates work on your part, but pretty easy.

If you provide the user the ability to delete contact, account, etc. (Administrator | user profile | Security tab and feature security tab to adjust the delete item menu access) then you will not have to monitor the group or take action.  But if the user deletes an account or contact by accident that is very important then you will need to restore a copy of the database with a new name.  Then use a tool called ‘Group Copy’ to bring the data back into the production database.  This takes time also and is a reactive way to manage your system.

I tend to prefer the first option of creating an admin policy.  It creates more maintenance work for me but is proactive data management.  It prevents headaches from data loss and working in emergency mode (reactive).

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. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

Comment on this Post

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