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February 2nd, 2016 by

Installation Secrets from the Pros at Simplesoft
by Paul Hansford

Over the last few years, installations of Infor CRM have been shifting from On-premise into the operating cost bucket (CAPEX to OPEX). We do see more new deployments launched in the Cloud (SaaS ‚Äď Software as a Service) than ever before. However, this trend is not universal to all customers because on premise has not gone away.¬† Infor CRM is one of the few solutions available in both On-premise and Cloud. Infor CRM is flexible and with its single tenancy model in the Cloud, a database can be moved either direction. One strong advantage to the On-premise story is that integration is a bit easier behind the firewall.

At Simplesoft our deployment pros have installed Infor CRM in many different ways including DMZ, with various proxies, Windows Authentication, and security ports like SSL for encryption and even with front end servers for the load balancing of web servers, etc.  Bottom line:  We find ways to make the Infor CRM installation work successfully and can think outside the box.

Today’s article provides some tips and hints to prepare for a successful On-premise installation.

1. Prepare the hardware platform / provision the servers

Starting with the compatibility guide, a customer can get a feel for the hardware needs, operating systems, and database editions and versions for the latest editions of Infor CRM.  There are many factors that make up the final configuration recommendations.  For example, the number of users can have a huge impact on how many servers are required for high demand setups or even how much data and which technologies need integrated.

2. Download the software needed and have the licenses ready

Infor offers a great portal for the management of items like licenses, software, patches, knowledgebase articles, and how to references via documentation.  The software and patches can be downloaded from the Xtreme Portal for installation.  The exact files and steps will depend on the version of Infor CRM that is needed.  We are happy to guide customers in all aspects of the software.

3. Prepare for the configurations

Here are few of the basics that need to be prepared before the installation to maximize the results:

  • Service users setup and reviewed
  • SQL Native client software installed on non-database servers
  • Turn off windows firewall, UAC, ESC settings with exceptions configured (for various connectivity and security)

These steps will help avoid issues in the installation process.

4. Consider the prerequisites

With each version of any software there are various components that, when installed properly, make the general software install go smoother and reduce waiting time.

  • Install the software required for the various components of Infor CRM like web services
  • Install the software for testing features (browsers, PDF readers, and installer software)
  • See the implementation guide for the exact details for the latest version.

5. Installation and configuration

The installation varies for the version of the software and how many servers are needed for a particular configuration or security requirements.   A 200 user setup is different than a 10 user setup.  We are experienced at many complex configurations.

6. QA the results

Follow the standard Simplesoft quality checks to ensure the software is installed, services running, and features configured properly for optimized results.

With any enterprise tool there are potential pitfalls with the preparation and installation steps.  With the guidance of Simplesoft Solutions, you can avoid a long deployment cycle and will have your users in the tool faster than without us.  Take our tips into consideration for long term success and getting things installed right from the beginning.

Mentally, the only players who survive in the pros are the ones able to manage all their responsibilities.
-Tom Brady

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, OH | Charleston, WV | Charlotte, 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 ‚Äúon premise‚ÄĚ 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 ‚Äė+‚Äô 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, OH | Charleston, WV | Charlotte, NC

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September 12th, 2014 by

If you are planning to use the new Saleslogix Xbar in your daily Saleslogix usage, we want to offer some preparations and considerations for installing and configuring your Saleslogix Xbar to make it work as designed.

In late June 2014, Saleslogix released a new valuable tool for Saleslogix customers, and this tool has created quite a stir. The new tool is called Saleslogix Xbar. Saleslogix Xbar for Outlook is an add-on for Saleslogix that is designed to be a purpose-built application (PBA) to allow CRM features of Saleslogix to be accessible directly within Outlook. This accessibility’s main purpose is to increase adoption and productivity right where users work.

We want to help your end users get up and running with Saleslogix quickly and smoothly. Here are a few tips to make for an easier installation process:

Tip 1: Confirm that you have the right version of Saleslogix in place before doing anything.

– Xbar currently works with Saleslogix v8.0.0 and v8.1.0.

Tip 2: Confirm that you have the right version of MS Outlook in place.

– Xbar currently works with MS Outlook 2010 and MS Outlook 2013.

Tip 3: Confirm that you have the SData portal deployed and operational.

– Saleslogix Xbar is not dependent on the Saleslogix Web Client, but it does need the SData portal deployed and operational.

Tip 4: Before you install, turn off UAC.

– Turn off UAC (User Access Control) in Windows for the logged in user. Go to:

Control Panel\User Accounts\User Accounts

Note:¬† Need to adjust UAC to ‚ÄúOff‚ÄĚ for the duration of the installation task and return to previous settings after installation is complete.

Tip 5: Make sure that you install from a local location.

-Copy the installation files, compressed, to the local machine.

-Un-compress the file locally for the duration of the installation.  No mapped drives please.

Tip 6: Match up the installation to Outlook bit edition.

– Use the install version that matches to MS Outlook bit edition, and not Windows, for instance.

Tip 7: Close MS Outlook before the installation tasks.

We want you to have the best experience with installation and configuration as possible.  If you follow the few simple tips above, you will have an easy installation for the tool and will experience fewer issues getting started.

To request a demonstration of the Xbar:

http://www.simplesoft.net/sagesaleslogixcrmppcfreedemo.asp

To register for a demonstration of the Xbar:

http://www.simplesoft.net/trainingregistration.asp?regtype=cal&id=313

To find out ‚Äúhow to‚ÄĚ request Xbar, if you are a Simplesoft Saleslogix customer with an active agreement:

http://www.simplesoft.net/blog/index.php/2014/07/saleslogix-xbar-available-from-simpleoft-solutions/

To read other Saleslogix Xbar blog articles:

http://www.simplesoft.net/saleslogixxbar.asp

To preview the Xbar Data Sheet, click here:

http://www.simplesoft.net/downloads/marketing/product/Saleslogix%20Xbar%20Data%20Sheet.pdf

If you want to explore more Saleslogix information:

http://saleslogix.com/crmthreads/

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, OH | Charleston, WV | Charlotte, NC

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August 2nd, 2013 by

Saleslogix has changed how they release updates in version 8. SNC… Web Core…Web Model… makes your head spin.    Ahhh… but it’s not too complicated if you break it down.  If you are feeling confused don’t worry, Saleslogix and Simplesoft has help available to walk you through it. 

**SNC means System/Server and Network Client. These updates can also affect the Web client since they update system files.  Network client customizations may need merged into the updated files. These updates are NOT cumulative.  You must install the updates as needed and in a specific order since some updates are no longer needed.

**Web Core means the core files of the Web client and does not affect customizations. They do affect DLL’s and JavaScript(JS) files. The Core update is always applied before the Model update. These updates are cumulative so if you install Update 03 you will get all the changes from Update 01 and 02.

**Web Model means the model or the VISIBLE part that you see when you log in to the client.  This could require merging of your current customizations to the Web Client. These updates are cumulative so if you install Update 03 you will get all the changes from Update 01 and 02.

Each time Saleslogix releases a new update, and it has been happening monthly, you have to decide what updates are necessary for your environment and then in what order you install them.  Saleslogix does have an ongoing document on the download site SLX 8.0 Guide to Updates as a quick peek into the updates with the most critical items but it is not an all-inclusive list of the changes that these updates contain.   Careful research into the documentation for each update must be done to ensure that any customizations are not trumped by applying the updates.  Simplesoft is prepared to answer your questions on the updates and can analyze your environment to determine your update needs.

 

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

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July 1st, 2013 by

Saleslogix Mobile Only licenses are available today for v8!  Saleslogix announced this unique offering to their partners late in June.  The Saleslogix mobile only for on premise license is $395 (plus M&S) and $25 per user on Saleslogix Cloud.  This mobile only license and the ability to customize the Saleslogix mobile client makes it a great fit and economical solution for large scale sales organizations.

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

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March 28th, 2013 by

SalesLogix released an important update to SalesLogix v8 yesterday.  The key item to highlight from this Web Core Update 02 is: 

  • Compatibility of SalesLogix v8.0 for Windows 8 (Desktop), IE 10 (Desktop), and Microsoft Server 2012
  • Contact Simplesoft Solutions to discuss an upgrade for SalesLogix or to review any new features or updates with SalesLogix v8.¬†

     

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

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    December 7th, 2012 by

    You know how all the best movies come out in December so they can be fresh on everyone’s minds for Oscar nominations?¬† Well, we believe Sage will win one for Sage SalesLogix v8 release.¬† It has been a long time coming and the extra work is evident in the rich feature set.¬† We have written about many of the features¬†and Sage has provided this great v8 datasheet to highlight the updates in this version along with this YouTube video.¬† We are especially pleased for the addition of the MS¬†¬†IE 9 browser compatibility!¬†¬†

    What’s New in Sage SalesLogix v8 on December 12th at 12:00 noon EST will give customers a chance to take a look or we will be glad to do a demonstration for you.¬†

    Dan Wilzoch, SVP & General Manager, Sage CRM Solutions told¬†the SalesLogix¬†partners today, “To ensure an outstanding partner and customer experience with the product, Sage SalesLogix v8.0 underwent an unprecedented amount of pre-release testing to ensure this release exceeded the highest quality and performance goals in the product’s history. We appreciate your participation and feedback throughout the process, and are confident you will be thrilled with the results.”¬†¬†Sounds like a good start to an acceptance speech.¬†

    We believe Sage SalesLogix v8 will be¬†the¬†winner in 2013!¬† Thanks to the Sage team who has been work tirelessly for months.¬† Relax and enjoy the holidays. We can take it from here…

     

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

    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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    October 24th, 2012 by

    Another request that I have heard for several years has been answered in SalesLogix v8.0 with a visible Alert function.   This alert screen does pop up to allow the user to take action. 

    Confirmations are handled in the same screen on a Confirmation tab.  They also pop up for the user to take action.                                                                                                                                                                                                                                                                                                                                                                                    

    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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