ImportManager 5 Installation Manual
Contents
1. ImportManager 5 Installation Manual Note Before you begin please make sure that NET Framework 4 0 is installed Please follow the below steps to install ImportManager 1 Open ImportManager 5 msi Press Next Welcome to the InstallShield Wizard for ImportManager 5 The InstallShield R Wizard will install ImportManager 5 on your computer To continue dick Next WARNING This program is protected by copyright law and international treaties License Agreement Please read the following license agreement carefully End User License Agreement for CRM Extensions Software E 1 DEFINITIONS 1 1 End User Means any person business that has acquired a non exclusive non transferable right to use the CRM Extensions Software for the End User s own internal data processing operations 1 2 IT System Means the Licensee s computer s on which the CRM Extensions Software I do not accept the terms in the license agreement InstallShield 3 Select a destination folder for the ImportManager installation Press Next BP npoeMoge S stsneswend O Destination Folder Click Next to install to this folder or dick Change to install to a different folder Install ImportManager 5 to C Program Files x86 CRM Extensions ImportManager 5 4 Enter the address for the SQL server to store the ImportManager database Enter Login ID and Password if not Windows Authentication is used Press Next Select database server an2. can be found at 44 CRM ImportManager 5 http serveraddress 5544 extensions instead Thank you for choosing ImportManager 5 Links Getting started ImportManager 5 Clien To get started you need to download and install the windows client which can be found m Man r mmand Line Clien here Setup After installing and starting the client you need to enter the following information Server http localhost 5544 Username Admin Password Admin 9 Follow the instructions on the screen to install the ImportManager 5 Client Welcome to the ImportManager 5 Client Setup Wizard The installer will guide you through the steps required to install ImportM anager 5 Client on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law 10 Once installation is done start the ImportManager 5 Client from the startmenu 11 Log in using the address and credentials provided on the ImportManager website step 8 12 You are now ready to start using ImportManager 5 g Welcome to ImportManager 5 Getting started 8 Add a new Microsoft CRM Server to your installation To add a new Microsoft CRM Server to your Import Manager Server simply click Administration and then Add Server from the Applica
3. d authentication method Select the database server to install to from the list below or dick Browse to see a list of all database servers You can also specify the way to authenticate your login using your current credentials or a SQL Login ID and Password Database Server Connect using Windows authentication credentials of current user Server authentication using the Login ID and password below 5 ImportManager is now ready to be installed Press Next Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation If you want to review or change any of your installation settings dick Back Click Cancel to 6 Wait while installation is completed Installing ImportManager 5 The program features you selected are being installed Please wait while the InstallShield Wizard installs ImportManager 5 This may take several minutes Status 7 Congratulations ImportManager has now been installed Press Finish The InstallShield Wizard has successfully installed ImportManager 5 Click Finish to exit the wizard 8 Open an internet browser windows and go to http localhost 5544 You should now see the ImportManager website To install the ImportManager 5 Client please click the link on the right hand side Note If you are installing the D ImportManager 5 client from another computer the Q localhost 5544 ay A website
4. tion toolbar Add a new Pa to your server e Package to your server _ E Add a new Package to your Microsoft CRM Server by simply right click on the Packages icon Troubleshooter During installation an error occurs when trying to create SQL Database on master Reason The user provided for SQL authentication does not have sufficient privileges to create databases Solution Give user suffient privileges or provide another user during installation When logging on through ImportManager Client an error occurs stating that the SQL server could not be found Reason A bug in the installation can cause that the provided SQL servername IP is not saved correctly Solution Please find c program files x86 crm extensions ImportManager 5 web config Open in notepad or similartext xml reader About 19 lines down you ll see a line similar to this lt add name CrmExtensions ImportManager Server Properties Settings ImportManagerConnectionString connectionString Data Source YOUR_SERVERNAME_OR_ IP Initial Catalog ImportManager Uid ImportUser Pwd Password 1 providerName System Data SqlClient gt Please verify that YOUR_SERVERNAME_OR_IP is set to your SQL server A user has reported that only a was present and he had to fill in the SQL server IP
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