Accelerator Install - Revision history

Sagecrmw at 10:33, 24 April 2023

2023-04-24T10:33:56Z

← Older revision		Revision as of 11:33, 24 April 2023
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			Requirements

			* Sage CRM Requirements
			Sage CRM versions 2018, 2019, 2020, 2021, 2022 and 2023 supported.

			'''Server Requirements:'''

			You should follow Sage's own requirements on server and DB minimum requirements.

			If you are using SSL (https) you '''must''' have a valid certificate (certs that require users to install them are not considered valid - typically referred to as self-generated certs)

			.Net 4.7.2 should be installed (a windows restart will be required when you do this) and configured to .net4.x or later on the CRM app pool

			NOTE: The 32-bit version of ASP.Net is required on the CRM server

			[[File:crmappool4.png]]

			See [[Accelerator_User_Managerment]]

			To configure Sage CRM native Web Services do the following:

			*Select "Administration"
			*Select "System"
			*Select "Web Services"
			*Click "Change" to put the screen in edit mode.
			*Set the screen up as follows:

			**Maximum number of records to return:100 (Actually we would recommend this be less than 10 for any install using CRM's native web-services)
			**Maximum size of request:1000000
			**Make WSDL Available to all: Yes
			**Enable web services:Yes
			**Dropdown fields as strings in WSDL file:Yes
			**Send and return all dates and times in universal time:No
			**Accept web request from IP Address:
			**Force webservice log on:Yes


			Note that we changed the 2 fields from the default:

			1. Make WSDL Available to all = Yes

			2. Force Webservice log on = Yes


			*Click Save to update the system configuration.

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

Sagecrmw at 13:12, 9 January 2023

2023-01-09T13:12:47Z

← Older revision		Revision as of 14:12, 9 January 2023
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	If you need to manually update your license the following method is available.		If you need to manually update your license the following method is available.

			New to version 5.1 and later is the ability to apply patches and minor updates from within CRM. Even when doing a new full install you should check for a patch.

			[[File:over air update.png]]

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Sagecrmw at 11:13, 3 January 2023

2023-01-03T11:13:26Z

← Older revision		Revision as of 12:13, 3 January 2023
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	CRMCodedPath setting		CRMCodedPath (CodedPath) 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		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

Sagecrmw at 08:51, 25 April 2022

2022-04-25T08:51:21Z

@@ Line 11: / Line 11: @@
 If you need to manually update your license the following method is available.
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 Make sure that the CRM url can access the CRM web service

Sagecrmw at 13:50, 13 October 2020

2020-10-13T13:50:07Z

← Older revision		Revision as of 14:50, 13 October 2020
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	**Note that the eware.dll/gp part is NOT in the value		**Note that the eware.dll/gp part is NOT in the value
	*requires CRM setting IPAddressChecking to be disabled – this is in the registry		*requires CRM setting IPAddressChecking to be disabled – this is in the registry
	*requires that Browser Session Security to be disabled - this is in CRM		* (NO LONGER REQUIRED FROM VERSION 4.7.5.4)requires that Browser Session Security to be disabled - this is in CRM

	To do this....		To do this....

Sagecrmw at 14:06, 14 September 2020

2020-09-14T14:06:06Z

← Older revision		Revision as of 15:06, 14 September 2020
Line 38:		Line 38:
	*requires CRM setting IPAddressChecking to be disabled – this is in the registry		*requires CRM setting IPAddressChecking to be disabled – this is in the registry
	*requires that Browser Session Security to be disabled - this is in CRM		*requires that Browser Session Security to be disabled - this is in CRM

			To do this....
			1. Open Sage CRM > Administration > System > System Behaviour
			2. Ensure "use browser session security" is disabled
			3. Logout
			4. Login and now you should not have this problem.


	See Jeffs article on security and how to change these values		See Jeffs article on security and how to change these values

Sagecrmw at 15:55, 25 October 2019

2019-10-25T15:55:51Z

← Older revision		Revision as of 16:55, 25 October 2019
Line 37:		Line 37:
	**Note that the eware.dll/gp part is NOT in the value		**Note that the eware.dll/gp part is NOT in the value
	*requires CRM setting IPAddressChecking to be disabled – this is in the registry		*requires CRM setting IPAddressChecking to be disabled – this is in the registry
			*requires that Browser Session Security to be disabled - this is in CRM

			See Jeffs article on security and how to change these values

			https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2018/03/19/sage-crm-2018-r1-ip-address-checking-and-session-cookies.aspx


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Sagecrmw at 11:30, 21 March 2019

2019-03-21T11:30:10Z

← Older revision		Revision as of 12:30, 21 March 2019
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	<add key="SageCRMAcceleratorLicense" value="NEYSu1WEtFsjkfreSknrbiYhmvO2Wq+3wBEGGAhhOEw="/>		<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. Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.		The default license is for one (1) user for trial purposes only and is not included in any purchase.
			'''Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.'''

	From 4.3 the licensing has changed and the default license is		From 4.3 the licensing has changed and the default license is

Sagecrmw at 11:29, 21 March 2019

2019-03-21T11:29:44Z

← Older revision		Revision as of 12:29, 21 March 2019
Line 56:		Line 56:
	<add key="SageCRMAcceleratorLicense" value="NEYSu1WEtFsjkfreSknrbiYhmvO2Wq+3wBEGGAhhOEw="/>		<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.		The default license is for one (1) user for trial purposes only and is not included in any purchase. Please do not install on a live environment prior to any purchase as we cannot provide support without a purchase.

	From 4.3 the licensing has changed and the default license is		From 4.3 the licensing has changed and the default license is

Sagecrmw at 16:24, 17 January 2019

2019-01-17T16:24:27Z

← Older revision		Revision as of 17:24, 17 January 2019
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			Mail Merge

			CustomMailMerge_Setup.exe /silent /SUPPRESSMSGBOXES
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