Install and Requirements

Requirements

• Sage CRM Requirements

Sage CRM versions 2021, 2022, 2023 and 2024, supported.

Client Requirements:

Outlook 2016/2019, or Office 365 Outlook Classic Client, or Outlook for the web (OWA), or Outlook for MAC (OMAC).

• Net 4.7.2 should be installed.

• ASP.Net has to be installed (via server manager)

• SSL (https) is required for OWA and OMAC

NOTE: For OWA and OMAC support you must install the Office 365 version. Your CRM URLS should always map to a public IP with SSL (https) even if the user is on the local network.

x86 OS for Outlook Client - (Note: ARM processors are not supported for our Outlook Classic Client here).

---

Server Requirements:

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

CRM must be running on MSSQL. From Sage CRM 2022 R2 - Azure SQL is also supported.

MS SQL Express - If you running on this you need to be aware of the 10GB dbsize limit this imposes. This if important in terms of the configuration of how the emails are stored. As images in emails are encoded to BASE64 strings this can fill up an SQL Express database very quickly so it is important that the configuration is set to save the emails in the CRM library (so you need sufficent space there also).

If you only want to support TLS 1.2 then you must add (or update if already there) the setting

       <add key="onlyUseTLS12" value="Y" />

to the web.config file

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 or later 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. Classic ASP should also be enabled.

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 in our install we change 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.

---

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.

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.

Note: If you see that this update fails

EG

restart IIS and try again.

---

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

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

sample value

http://localhost/crm/

EG

 <add key="CRMCodedPath" value="http://yourserver/crm/" />

---

Manual Install of License

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

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. 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

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

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

     <add key="SageCRMAcceleratorLicense" value="yourlicensehere"/>

---

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.

---

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

Mail Merge

  CustomMailMerge_Setup.exe /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

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

---

The user page in My CRM can be configured also as required by updating or adding in the keys

a. Hide the MobileX download (Visible by default, set to Y to hide)

    <add key="HideMobileXDownload" value="Y" />

a. Hide the Mail Merge app download (Visible by default, set to Y to hide)

   <add key="HideMailMergeDownload" value="Y" />

a. Hide the AC Plus download (Visible by default, set to Y to hide)

   <add key="HideACPlusDownload" value="Y" />