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Pure360 Integration Agent Installation & User Guide

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1. e Windows Vista Service Pack 2 Installation steps Install the Agent software 1 The installation script can be started by running the supplied setup executable Integration Agent 1 0 x Setup exe 2 The first screen will ask which Start Menu folder to use The default value should already be selected as Integration Agent 3 Click next to start installing the software The software will be installed into the default Windows 32 bit Program Files folder on the machine During the setup process the installer will silently install and start a Windows Service 5 Finally a summary screen will display a confirmation of the installation procedure Installation Notes e The Integration Agent application files will be installed to a folder called Integration Agent within the default 32 bit Program Files folder on the machine e nturn application data will be written to a folder called Integration Agent within the default ProgramData folder on the machine e A shortcut to launch the Integration Agent Monitor and a shortcut to uninstall the Integration Agent Monitor will be created in the Windows Start Menu It is recommended to use these two links rather than running them directly from the Program Files folder Pure360 Integration Agent Installation amp User Guide Improving results together Agent Configuration The Agent Monitor GUI can be launched from the Start Menu folder The monitor allows a user to monitor the sched
2. MS Dynamics CRM 2011 On Premise username pure360wins netistewart pas sword organisation pure360 server devsvr pur3 net port 5555 authentication Active Directory AD C Internet Facing IFD test save process count queued status Each Integration Module will have its own set of configuration properties Please see relevant documentation for help in configuring these Adding a second profile The Integration Agent supports multiple Integration Profiles However only one type of Integration is allowed per Response profile To add a further Integration Profile follow the same steps as described for adding a new Integration Profile above Remove an existing profile 1 Toremove an existing Integration Profile firstly make sure the profile to be removed is selected in the left hand window 2 Click the delete button to permanently remove the profile from the system
3. CI puresco Improving results together Pure360 Integration Agent Installation amp User Guide Introduction This is a technical document that shows you how to install and configure the Pure360 Integration Agent a Java based middleware integration solution The primary function of the Agent is to provide integration between a local CRM and the online Email Marketing Platform The Agent software has been designed in a modular fashion allowing for additional integration support by way of installing additional Integration modules While the core Agent software has been written using the Java programming language integration modules may utilize non Java code depending upon the functionality required When this is the case documentation of any pre requisites should be supplied alongside the module A dedicated Java 7 Virtual Machine is bundled alongside the agent software to provide a sandboxed environment with minimal impact to the host operating system How to install and configure The Integration Agent Although a relatively simple set up marketers may wish to provide this documentation to their IT or development team for help with implementation It is recommended a user with System Administration privileges perform the installation of the agent for a successful deployment Recommended Minimal System Requirements e Windows Server 2008 R2 e Windows Server 2008 Service Pack 2 e Windows Server 2003 Service Pack 2 e Windows 7
4. uling process and conduct basic profile management Create a new integration profile 1 To create a new Integration Profile choose File gt New Profile from the menu The New Profile screen should appear allowing a user to input credentials for a valid Response profile as shown below File Help Please enter Response credentials url hitp response sigma pur3 net username expertsystem ease cancel save process queued When the save button is clicked these credentials will be verified with the online Response system Please note that a system profile should be used for all integration credentials 2 After successfully validating the credentials the Agent will display a list of available Integration Modules that are available for the validated Response profile New profile Please enter Response credentials url hitp response sigma pur3 net Please choose module for this identity MS Dynamics CRM 2011 On Premise ox Cancel identity process count Pure360 Integration Agent Installation amp User Guide CI pure gt co Improving results together 3 After selecting an Integration Module and clicking the ok button a module configuration page will be displayed as shown in the image below cs File Help v Profiles v we expert 4 msdynamics_crm_2011_op Please enter CRM credentials

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