Difference between revisions of "Accelerator Requirements"

From Accelerator
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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 "Administration"
#Select "System"
*Select "System"
#Select "Web Services"
*Select "Web Services"
#Click "Change" to put the screen in edit mode.
*Click "Change" to put the screen in edit mode.
#Set the screen up as follows:
*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 19:05, 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.