Accelerator Requirements

Client Requirements:

Outlook 2007/2010/2013

• Outlook 2007 support will be discontinued in releases from January 2016 (after version 4.3)

IE 8, 9, 10 and 11 (32-bit only - 64bit not supported)-No other browser support planned

CRM versions 7.1, 7.2 and 7.3 supported.

A PDF viewer must be installed for certain functionality

Windows OS - 7.x and 8.x (vista is not supported)

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Server Requirements:

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

CRM must be running on MSSQL (no other db is supported)

.Net 4.0 should be installed and configured on the CRM app pool

• Active Directory logons are not supported

If you are using SSL (https) you must have a valid certificate

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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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.

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When using the Outlook 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.