Accelerator Requirements: Difference between revisions
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To configure Sage CRM native Web Services do the following: | 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: | |||
Note that we changed the 2 fields from the default: | Note that we changed the 2 fields from the default: | ||
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2. Force Webservice log on = Yes | 2. Force Webservice log on = Yes | ||
Click Save to update the system configuration. | *Click Save to update the system configuration. | ||
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Here we will show how to enable a Sage CRM user to have "Web Service Access". | Here we will show how to enable a Sage CRM user to have "Web Service Access". | ||
This is done via the user admin section in Sage CRM. | This is done via the user admin section in Sage CRM. | ||
Click on "Administration" | *Click on "Administration" | ||
Click on "Users" | *Click on "Users" | ||
Search for the user that you wish to allow access to and view that user. | *Search for the user that you wish to allow access to and view that user. | ||
Click "Change" | *Click "Change" | ||
When in edit mode scroll down to the security tab | *When in edit mode scroll down to the security tab | ||
and change the "Allow Web Service Access" to "True" | and change the "Allow Web Service Access" to "True" | ||
Click "Save" to update the users information. | *Click "Save" to update the users information. | ||
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Revision as of 17:05, 17 October 2011
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:
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.
Here we will show how to enable a Sage CRM user to have "Web Service Access". This is done via the user admin section in Sage CRM.
- Click on "Administration"
- Click on "Users"
- Search for the user that you wish to allow access to and view that user.
- Click "Change"
- When in edit mode scroll down to the security tab
and change the "Allow Web Service Access" to "True"
- Click "Save" to update the users information.
When using the Outlook and Word integration you will see links on the screens.
These links will open a new IE window with the information displayed. For this window to open successfully you may need to set a registry option on your Sage CRM server.
Under the CRM registry, check if there is a registry string for ‘IPAddressChecking’ and check if it’s set to ‘Y’ [HKEY_LOCAL_MACHINE\SOFTWARE\eWare\Config\/<CRM Install Name>] - set to 'N' if you want it disabled.
