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The server side components of the install are completed via the install wizard (run as administrator).

 Admin access to the CRM server is required

All users should be out of CRM before running the install. Follow the wizard through and re-start IIS or re-load metadata.

You require a MS SQL user/password (typically sa) to install the metadata during the install.

If you have a license before installing you can enter this when installing.

If you need to manually update your license the following method is available.

        • IMPORTANT INSTALL NOTE FOR VERSION 4.5.6.3****

After installing Accelerator, open web.config, which is located in "../CustomPages/SageCRMWS/web.config", and add your CRM Path to value of the key "GatewayCRMPath":

   <add key="GatewayCRMPath" value="http://crm.yourserver.com/CRM/"/>

This is needed for Bookmarks and other features to work properly



CRMCodedPath setting

If your system does not allow http requests from with IIS to an outside/external address you can set the internal address within the web config

<add key="CRMCodedPath" value="" />

sample value

http://localhost/crm/

EG

 <add key="CRMCodedPath" value="http://yourserver/crm/" />
  **Note that the eware.dll/gp part is NOT in the value
  *requires CRM setting IPAddressChecking to be disabled – this is in the registry


If you are installed on a Sage CRM version <2017 then you need to manually install some icons Details are here

 https://www.dropbox.com/sh/16917iolniuslt6/AADZsXheun67IwkUPo31qQ7La?dl=0

Manual Install of License The license for the Accelerator Platform is stored in the "../CustomPages/SageCRMWS/web.config" file.

Webconfiglicense.png

This file can be edited via any text editor.

The Key value is shown as follows:

   <add key="SageCRMAcceleratorLicense" value="NEYSu1WEtFsjkfreSknrbiYhmvO2Wq+3wBEGGAhhOEw="/>

The default license is for one (1) user for trial purposes only and is not included in any purchase.

From 4.3 the licensing has changed and the default license is

   <add key="SageCRMAcceleratorLicense" value="RRpvWW2H7F/TP1x+8JPom6YvLHXTdmVcRW8wVKenpcY="/>

To update your license replace the value setting with the license provided

     <add key="SageCRMAcceleratorLicense" value="yourlicensehere"/>
  • Note: If you are running MSSQL 2012 and you need to set this setting as follows after installation:
  <add key="sqldatetimeformat2" value="o"/>

To install the Outlook add-in for users who do not have permissions.

You may have to elevate the user to allow installing the add-in.

Before doing that try the following:

1. Close Outlook 2. Run the install as an admin user (Run as administrator) - this installs the files 3. Open file explorer 4. Navigate to the CRMTogether install folder . Usually

   C:\Program Files (x86)\CRM Together\OutlookAddIn 

5. Double click on the file

 SageCRMOutlook.vsto 

Outlookvsto.png

and this kicks off the one-click install and this usually works for non-admin users


Upgrade

If you are upgrading to 4.2 you will need to manually merge any changes to the web.config file.

With 4.3 there is a utility shipping with the install (called KDiff) that prompts the person installing to merge any changes. If KDiff is not installed on the system already it will prompt to install it. Care must be taken though to ensure that the web.config file is not broken as this will break the system. If there is an issue re-install and do a manual merge of the files.

In order to prevent the addin from being disabled by Outlook, the following keys are added on install:

    Outlook\Resiliency\DoNotDisableAddinList, DWORD = “CRM Together Outlook Add On”, sets value to 1 
    Outlook\Resiliency\AddinList, DWORD = “CRM Together Outlook Add On”, sets value to 1, 

These registry keys and values are documented by Microsoft in the following link: https://msdn.microsoft.com/en-us/library/office/mt651722.aspx


Citrix

Installing the Office add-on tools

To install on Citrix you must log on the users as domain admins, run the install once them remove the user as domain admin.



Common install issues

1. Configuration error - Unrecognized attribute "requestValidationMode".

Reqvalerror.png

Issue is that the wrong version of .Net is against the CRM application pool in IIS

Set the apppool as follows:

Apppoll4.png

  • If the .Net 4.0 version is not available in the selection you need to install this version of the framework.



Silent install of the outlook client (Useful to roll out via group policy)

  SetupAcceleratorOutlookAddin.exe IISAutoLogon=N /http://crm.yourserver.com/crm/eware.dll/go /silent /SUPPRESSMSGBOXES



Terminal Services Client Installs

You should select the option to only install for the current user.

The current user must have rights to install the app (you may have to temporarily put them in the domain admins group). DO NOT "runas..." as this will only install the keys for the "runas..." user.



Web Services Setup

Webservice settings.png

Make sure that the CRM url can access the CRM web service