Accelerator Requirements

From Accelerator for SageCRM
Revision as of 18:05, 17 October 2011 by Sagecrmw (talk | contribs)

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.