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March 10th, 2016 by

Teri Unger will be conducting quarterly web training sessions for Infor CRM Technical Administrators called Tips, Tricks, and Tools. This blog article chronicles one of her tips from the February session. She created this summary, Teri’s Tips,Trick, and Tools – February Session for your reference. Plan to attend the May session by registering here.

TIP: Default Groups

Applies to: New or existing users

Platform: Web/LAN

Benefit: All detail pages (entities) in LAN or WEB build based on a group.  When entities have defined groups that are SMALLER in record count this significantly decreases the page load speed since a smaller set of records has to be loaded before the page can display.

Notes: Always set the groups to a smaller set, like a MY group or latest.  The ‘ALL’ groups should be avoided.

The main considerations for most users will be Account, Contact, Opportunity, Lead, and Ticket.

All users, including admin, should have entity groups defined.

Users can set their own in Tools > Options > Lookups & Groups. Admin can set groups in the Administrator program under each user profile.

LAN user:

WEB user:

Caveat: web users MUST set their own default groups as it is stored in a web configuration file within the web client.  This means that the settings are LOGGED-IN user specific. Notice that the default for a new user comes in with the ‘ALL’ group selected.  This NEEDS to be changed!

ADMINISTRATOR user profile:

Open a user profile > Client Settings tab

These settings ONLY apply to a LAN user.

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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Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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February 18th, 2016 by

Dear Paul,

I understand synchronization is not a predominate deployment method for Infor CRM today, but our company still uses it. I am a new administrator and I wondered if you can provide an overview of synchronization? Can you also show me how to  tell the last time a user synchronized?

Yes of Course. Sync in general is a topic that takes quite a while to explain, and even more time to fully understand, so I will try my best to be thorough but concise. From an end user’s perspective, it is easy and that is the most important part.  In the Administrator, there are 2 dates that will be pertinent to the remote users. They are the ‘Last Send Date’ and ‘Last Apply Date’. The ‘Last Send Date’ is the last time the Sync Server sent files to the remote user. For the most part, this date should be fairly regular as files are sent to the remotes every sync cycle during the work day, depending on how this is configured. TEF files are sent to most (if not all) users when changes are made. The ‘Last Apply Date’ is when the remote user sends files back to the HOST database. This date can vary more widely as it only gets updated when the remote user has files (made changes) to apply.  If the remote users are working inside of Saleslogix and syncing regularly, this date should be within the last few days.

There are a couple of tools that we have in place to automatically monitor the Sync Service that we  have modified from a partner source. Notably a Windows Script that works well with Exchange server. There is a built-in Saleslogix tool called ‘Sync Monitor Console’ that you can open and view the status of the Sync process.  Let me start out with the built in tool.

1.     The ‘Sync Monitor’ provides you with a GUI interface to see what the Sync Service is doing, and the date/time of the  next scheduled process job along with historical jobs. It provides you with the window to make sure things are moving correctly. It is more of “pull” the status type of tool or specifically where you need to open the tool to check the status.  It is a good tool, but more reactive.

2.     Simplesoft has built a couple of tools that allow you to monitor the Sync Service a bit more closely than just opening up a GUI interface.  Our tools are sent by e-mail and come to you as a “push”. The first tool we have is our “Sync Report’ which provides you an e-mail on a scheduled basis telling you which users are syncing (and which are not) along with some vital information about the health of your Sync Server. I have attached a screen shot of ours from this morning.

Additionally, we have developed  a scheduled job that has thresholds built in to allow you to tell when the Sync Service has stopped. I don’t have an example of that one to share, but it fires off an e-mail basically telling you  ‘The Sync Server has not sent files in X period of time’. Both of our tools are built off the database tables used for the sync process and are set up through a Windows task scheduler and sends e-mail alerts. We recommend using a distribution group for the e-mail.

With the tools mentioned above, an Administrator can tell fairly quickly when there is an issue with the processes that run the synchronization engine. When  the operational  monitoring tools are put into place, corrections can be made before it becomes a bigger issue. You would then be working in proactive mode more rather than reactive mode.

We can help you to configure the Administrator to review the dates a little better by turning columns “on” for visual review. We can also help you implement the monitoring tools to see the process via e-mail.

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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Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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February 9th, 2016 by

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)

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

– 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.

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Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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January 18th, 2016 by

Dear Paul,

Is there a practical way to use active directory for creating user profiles in Infor CRM (Saleslogix) for my on-premise deployment?

Absolutely, thanks for asking!  Remember you can always reference the Help files, but please find the step-by-step instructions below.

Overview

The ability to login and use Infor CRM is determined by user profile in the Web Client.  There are additional actions that are determined by roles. You can create any number of users to Infor CRM if you have at least one concurrent license type added.  Typical users are setup with a Network license type.  With an “on premise” deployment, the most effective way to create a user profile is using the LAN Administrator and using the Windows import option using a template at the same time.  This allows the employee information to come from Windows AD settings and the rest of the tabs are set by a template setting.  Lastly, add the appropriate role to the user profile in the web client.

Scenario

One of the best practices for settings up users is to setup the user via the LAN Administrator. In this how-to document we will outline the steps to create a user profile to provide individuals who should have access to Infor CRM the access they need to get started.

Assumptions:  Windows Active directory users are accessible with employee information, licenses are available, template is setup, and administrative login credentials are available to the Administrator and Web client.

Overview Steps

Use the following steps to complete the setup confirmation:

  • Login to the server with the LAN Administrator.
  • Create the new user or users.
  • Confirm the tab settings.
  • Login to the Web Client.
  • Add Standard User role to user profile.
  • Test the user Access.
  • Share the results to the end user(s).

Detail Steps

Login to the server with the LAN Administrator.

  1. Connect RDP to the server with the LAN administrator installed.
  2. Login to the Administrator as admin user.

Create the new user or users.

  1. Select the Users icon on the right navigation.
  2. From the menu, Insert | Import Users -> From Windows…
  3. In the Search For area, type the name for setup
  4. Select the user Type option
  5. Select the template
  6. Uncheck Use Windows Authentication
  7. Select Create user(s) icon
  8. Choose OK

Confirm the tab settings.

  1. In the list of users, double click the user profile
  2. Select the Client System tab
  3. Confirm the Default Owner settings.
  4. Review the employee settings.

Login to the Web Client.

  1. Open Firefox and go to the URL of the web client.
  2. Login as the admin user.

Add Standard User role to user profile.

  1. Select administration.
  2. Select Roles.
  3. Select Standard User role.
  4. Select the ‘+’ icon to search for new user profile added.
  5. Add the new users to the Standard User roles.
  6. Select the Save icon to confirm the changes are saved.

Test the user Access.

  1. Login as the newly created user.
  2. Confirm the access to the menus and buttons on detail screens.
  3. Select Sales on the navigation.
  4. Confirm items include (Accounts, Contacts, Leads etc.) to confirm the typical Standard user access.

Share the results to the end user(s).

  1. Communicate to the end users and let them know that they have the ability to login and perform their routine sales, marketing, and support actions.

This is the best practice to create a standard user for a situation in which the business administrator has access to both the LAN Administrator and the web administrator access for setting up new users.  Additional considerations may need to be factored for custom configurations or differences in versions/releases over time.

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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Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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January 5th, 2016 by

I am looking forward to 2016 as I look back to positive strides that Infor has made to the Infor CRM product stack.  I thought I would mention a few highlights as we begin 2016.

1. Mobile continues to be a cutting edge toolset for Ipad, Iphone, and Android.

2. Purpose built applications (PBA) will continue to be improved and have international capabilities.

– Xbar
– Gmail
– Outlook Sync

3. Browser compatibility continues to keep up and improve.

4. Web client continues to be improved and refreshed with Infor’s Hook and Loop designs.

5. Infor CRM v8.2.x LAN client is stable and the v8.3 release is around the corner.

6. Cloud continues to expand offerings (from Single tenant models to multi-tenant) to lower the entry points.

7. Integrations are becoming more available with ION and Sdata for the Infor ERP offerings and other Accounting systems.

8. Tools to help automation tuning and performance of Windows components.

9. Released and updated Advanced Analytics for metrics visibility and decision making.

So here is to 2016 and the positive changes that Infor will continue to bring to our customer base. As we begin to look forward here are a few items I believe are on the horizon with Infor CRM:

– The strategic emphasis on micro vertical markets and industry solutions.
– Game-changing interface improvements for user adoption.
– More purpose built applications and tools for improved productivity.
– Deeper integration with Infor product stacks.
– ERP, CPQ, Ming.le integrations.

Attend the Q1 Heartland Users Group Meeting on Tuesday, January 12th and learn more about Infor CRM for 2016! Click to register – Planning for an Agile Enterprise with Infor CRM.

The best thing about the future is that it comes one day at a time.

– 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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Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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December 30th, 2014 by

As a result of our Infor CRM (Saleslogix) support work with clients we have discovered an issue with MS Internet Explorer 10 and using Infor CRM v8x that can be easily fixed. Many customers may not have noticed this issue if they just moved up to MS IE11or still on MS IE 9 but some client environments that standardize on a specific version have had to address. There are several messages that can be received when using Saleslogix and MS IE 10 that appears to be browser related and have been linked to a specific add-on.  Please review the error messages we have encountered, if your experience is similar, try this simple fix to remove the browser add-0n as a potential resolution.

1. “The message received from the server could not be parsed. Common causes for this error are when the response is modified by calls to Response.Write(), response filters, HttpModules, or server trace is enabled.”

2. We’re sorry, you have encountered an error. If applicable, please try again. HTTP Status: Internal Server Error (500). SLX Error ID:SLXDC17E1636ADA2023

3. The following SData diagnosed occurred: Description = Failed Operation. Message=no connection could be made because the target machine refused it. HTTP Status: Internal Server Error (500). SLX Error ID: SLX7B1FODAA87ODO6E3

The procedure for disabling the helper in MS IE 10.

Pre-test to confirm the issue:

1.    From Start / All programs / Accessories / system tools / Open Internet explorer (no Add-ons).

2.    Test logging in to the Web client.

3.    NOTE: This will tell you if an add-on is the problem. If it works in No Add-ons mode then follow the next steps.

Action to correct the issue:

1.    Open Internet Explorer.

2.    From the gear control (top right icon) select Manage add-ons.

3.    Change the drop down menu to show all add-ons.

4.    Locate the Saleslogix desktop integration module helper and disable it.

5.    Close out of Internet Explorer.

6.    Reopen Internet Explorer.

7.    Test the results in the web client.

Note:  There could be other potential causes for these errors but the above is a reasonable first step to resolution testing.

I just became one with my browser software. — Bill Griffith

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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Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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April 21st, 2014 by

Swiftpage has released SNC Update 02 for Saleslogix v8.1. This update addresses reported defects and should be evaluated for application to your environment.  This update also corresponds with Web Core Update 02, which is explained in another blog here.

SNC Update 02 for Saleslogix v8.1.0

This SNC update replaces SNC Update 01. SNC Update 02 for Saleslogix 8.1 contains fixes released in previous updates (SNC Update 01).

Important! –> With SNC 02 and Web Core 02, Oracle Databases are now supported for Saleslogix v8.1.0!

Please be sure to read the documentation thoroughly if you plan to apply these updates to your system. Oracle implementation has specific steps and those steps are outlined in the documentation.

The summary of the defects are listed below:

Defect Description
13091806: In the Saleslogix Windows Client Opportunity list view, when a record is highlighted the text changes to white.
13093053: OnExitControl Events do not execute in the SalesLogix Windows Client.
13093107: Users that have the File Attachment option disabled under Function Security can still attach files to Notes.
13093442: TEFS are not created for any records inserted or updated via an external source using the SLX provider and therefore the records do not synchronize.
13093639: In the Saleslogix Windows Client Calendar, the Leader is not displayed in the tool tip when hovering over a personal activity.
13093647: In the Saleslogix Windows Client, ticket activities display encoded characters in the preview.
13093734: In the Saleslogix Windows Client, database changes for leads are not recorded.
13093739: Logging an Outlook e-mail to history using SendSLX for multiple leads only records a history record for the lead that comes first alphabetically.
13093850: The SQL statements generated for groups created in the Saleslogix Windows Client Query Builder with condition operators “does contain data” or “does not contain data” do not include empty strings.
13093914: In the Saleslogix Windows Client when performing a mail merge on a group of contacts with specific conditions the error “No value given for one or more required parameters” occurs.
13094079: In the Saleslogix Windows Client new tickets marked for “Submit for SpeedSearch” are not returned for any user except Admin.
13094154: The Saleslogix Windows Client loses focus when inserting a ticket if other applications are open.
13094373: The Notes/History grid in the Saleslogix Windows and Web clients returns queries on all Ticket, Account, Contact, Opportunity, and Lead entities no matter what entity is viewed.
14094606: n the Architect Bundler, saving a bundle with a plugin that contains Cyrillic characters in the name causes an error.
14094813: Deprecate Application.BasicFunctions.GetGroupSQL() from reports and replace with Application.BasicFunctions.GetGroupSQLEx() that includes group parameter information.
14094815: Update System to use Application.BasicFunctions.GetGroupSQLEx() for reports.
14094816: Deprecate Application.BasicFunctions.GetGroupSQLInfo() from reports and replace with Application.BasicFunctions.GetGroupSQLInfoEx() that includes group parameter information.
14094819: Modify the Address Labels Count button and group SQL failsafe logic to handle group parameters.
14094820: Modify the Mail Merge Count button logic to handle group parameters.
14094821: Modify Opportunity:SLX OnOpen Opportunity Statistics Report to handle scenarios where a group includes parameters.
14094888: In a Saleslogix Windows Client with UK regional settings, groups with date conditions return incorrect results.
14094892: In the Architect, LookupEdit controls using the LookupRestrictOperator IN do not return results.
14094896: Reports based on groups that use an IN condition for a Unicode field in the group creates parameters for any values in the IN clause, but do not generate the corresponding Crystal parameters. This causes the RecordSelectionFormula to include parameter names that have not been replaced.
14094901: Deleting a custom picklist from the Saleslogix Administrator or Architect causes the error “List index out of bounds (-1)”.
14094903: Running a report using a group that includes an IN clause with numeric values causes the error “A numbered range is required here”.
14094930: There is no warning that there may be undesirable results in Report Manager when adding more than one group condition that requires the creation of a Crystal CommandTable.
14094968: The Contact:Web-Enabled Contacts group fails to load.
14094981: In the Saleslogix Windows Client, if a report is created using a group condition where “equal to” is set to an empty string, then the error “The types of the parameter field and parameter field default values are not compatible” displays.
14095021: Formatting on a DateTimeEdit picklist is incorrect after upgrading to v8.0 if the ReadOnly property is set.
14095025: The security wrapper does not work if you use the OR operator in group conditions.
14095049: Copying a group with “:Date,” “:Time,” “:UserID,” :Now, or “:OwnerID” parameter does not carry over the parameters to the copied group correctly. The copied group no longer includes the parameters. Instead it includes the values that were used to replace the parameters.
14095050: The :Time parameter is incompatible with Crystal Reports, beause it expects the database field to be a TIME field and Saleslogix uses DateTime only.
14095051: Report conditions that use the “:Date” and “:Time” parameters are not converted to ISO format, which prevents UTC conversion.
14095075: In a localized environment on an Oracle database, the “:Database Connections” option in Speed Search Service Configuration Manager is disabled after clicking the Refresh Connection List button.
14095114: Groups that include an IN clause of string values that contain Unicode fail.
14095152: SpeedSearch causes the error “GetIndexFolderSize Error: Access violation at address 00405343 in module ‘SLXSearchService.exe’ to display.
14095168: Enable Oracle support.
14095173: If the connection to the shared MSG location is interrupted, Saleslogix does not retrieve the MSG files when the connection is restored. Saleslogix must be closed and then reopened.
14095220: The SLX OLEDB provider should return or expose the real HResult instead of DB_SEC_E_AUTH_FAILED when appropriate.
14095221: Applying the 8.0 to 8.1 upgrade bundle to an Oracle database displays the error “Creating Index (index name): ORA-00972: identifier is too long”.
14095222: Enhance the SQL generation to use OFFSET/FETCH for SQL Server 2012 for paged queries.
14095228: The MSSQL specific NEWID() function fails for Oracle in the SLXConversionUtility.
14095238:
Remove Intellisync references from help.
14095257: CreateOracleViews.sql and CreateOracleIndexes.sql scripts are no longer required after creating an Oracle database.
14095331: When an activity, including recurring activities, is completed a new globalsyncid should be generated in the History table.
14095334: In a localized environment, if Day Light Saving Time is selected and the time zone is Brasilia or Santiago, the SalesLogix Administrator stops responding.
14095409: The internal class used by Saleslogix to set parameters on a report is failing to set parameters.
14095516: SpeedSearch error GetIndexFolderSize Error: Access violation at address 00405343 in module ‘SLXSearchService.exe’ appears in the Event log.

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

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Dayton/Cincinnati, OHCharleston, WVCharlotte, NC

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