CRM to Exchange Synchronization

Size: px
Start display at page:

Download "CRM to Exchange Synchronization"

Transcription

1 CRM to Exchange Synchronization Installation, Configuration and End-User Instructions VERSION 1.0 DATE PREPARED: 9/1/2012 DEVELOPMENT: BRITE GLOBAL, INC.

2 2012 Brite Global, Incorporated. All rights reserved. The information contained in this document represents the current view of Brite Global, Incorporated on the issues discussed as of the date of preparation. Because Brite Global must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Brite Global, and Brite Global cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. BRITE GLOBAL MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Brite Global, Incorporated. Brite Global may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Brite Global, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Brite Global, Incorporated 269 South Beverly Drive, #115 Beverly Hills, CA USA

3 CONTENTS Introduction...4 About Brite Global...4 CRM Configuration...5 Entity Fields...5 Form Configuration...5 Dynamic Marketing List Requirements...5 Installation...6 Prerequisites...6 Installation Process...6 First Time Configuration...8 Choose Product Version...8 Personal Information...9 CRM Server Information...10 Exchange Server Information...12 Active Directory Login Information...13 Running the Application...14 Adding List to Synchronize...14 Connecting to New Exchange Distribution Groups...15 Connecting to Existing Exchange Distribution Groups...15 Verifying the Exchange Distribution Groups Were Created...15 Running the Synchronization Process...16 Verifying the Synchronization Process Results...16 Removing or Deactivating List to Synchronize...17 Modifying the Application Settings...18 Exchange Settings...18 CRM Settings...18 Registration...19 Exporting of Log Files...19

4 INTRODUCTION The CRM to Exchange Synchronization is a Windows Forms application that communicates between Microsoft Dynamics CRM and Exchange Server in order to Synchronize between the members of CRM Marketing Lists and Distribution Lists that exist on the Exchange Server. The application verifies the same members exist in both location, and modifies or adds information to the Exchange Server based on changes in Microsoft Dynamics CRM. This process enables sending via Microsoft Outlook/Exchange to the most updated lists of users and contacts in Exchange. ABOUT BRITE GLOBAL Established in 2005, Brite Global is a leader in delivering Microsoft Dynamics CRM and xrm solutions to business customers. As a Microsoft Gold Certified Partner, Brite Global has an impressive and rapidly growing list of customers benefiting from Microsoft Dynamics CRM solutions. We have embraced the Power of Choice by providing our customers the choice of a hosted, onpremises or hybrid delivery options. Headquartered in Beverly Hills, CA with offices in Atlanta, GA and Europe, Brite Global provides CRM and software solutions to business in multiple industries including Public Sector and Education, Financial Services, Real Estate, Media and Entertainment, Not for Profit, Retail and Manufacturing, Sports and Recreation, and Professional Services. For more information, visit

5 CRM CONFIGURATION The following section details the required CRM changes necessary in order to successfully run the application. These modifications can be done manually in the Customizations section of CRM or available via a Managed Solution and can be imported into CRM. ENTITY FIELDS The table below lists the fields that are required in order to successfully run the Synchronization application. These fields will hold the values of the Names of the Exchange Lists that will be synchronized with CRM as well as whether or not the current list will be run in the next Synchronization Process. Display Name Field Name Data Type Format Default Values Exchange Distribution List Name xrm_exchangedlname Single Line of Text Exchange Distribution List Status xrm_exchangedlstatus Two Options Text (100) Active = 1 Inactive = 0 Default Value = Inactive FORM CONFIGURATION After fields were added to the entity, that can be added to the form, but this is not a required practice. If they are added to the form, the should be set to read-only fields so that no modifications will be done to them directly from within the CRM environment. DYNAMIC MARKETING LIST REQUIREMENTS When creating Dynamic Marketing lists that have to be synchronized against CRM, there are a few column requirements from the list. These requirements allow the synchronization of not only the name and address of the contact but additional fields that exist in CRM. The following fields are required to be part of the Marketing List when creating Dynamic Queries: First Name, Last Name, Full Name, Telephone 1, Address 1, Job Title, State Code

6 INSTALLATION This section describes the installation process of the CRM to Exchange Sync application. The installation is very straight forward, but make sure that the prerequisites below are completed. PREREQUISITES The following are the required prerequisites for the installation and execution of the CRM to Exchange Synchronization Application: EXCHANGE MANAGEMENT CONSOLE Exchange Management Console must be installed on the Server or Workstation where this application will be installed. This application does not have to be installed on the actual Exchange Server. MICROSOFT.NET FRAMEWORK The Microsoft.NET Framework version 4.0 must be installed on the machine that will be running the application. The application utilizes several CRM assemblies that require this version of the.net Framework. The.NET Framework is not included in the setup package, so make sure to install it manually before running Setup. INSTALLATION PROCESS To Start the installation process, unzip the provided file, and run the CRMExchangeSyncInstaller.exe Setup Application. Follow the instructions and provide the required information on the following screens: Read and accept the End User License Agreement and enter the User Name and Organization that is installing this product.

7 Click on the Install button to start the Installation. Once the installation is complete, you will see the InstallShield Wizard Complete screen. Click Finish on the Page. On your desktop you should not see the CRM to Exchange Sync icon, which will allow you to start the application and configuration process.

8 FIRST TIME CONFIGURATION When the application is run for the very first time various configuration settings have to be set in order to be able to connect to both the CRM and Exchange Server from within the application. The table below contains a list of all the information that will be required, as displayed in the subsections below. Make sure that you have all the information available before running the application, as the configuration/ registration process will not be able to complete if information is missing, and the application will fail. Screen Name Field Name Required Description Serial Number Serial Number No The Serial Number for the Product. The Serial Number is not required for running the trial version of the Product. Personal Information Company Name Not in Trial Organization Name that Purchased the Product. Not required for Trial Version. Personal Information First Name Not in Trial First Name of person that Purchased the Product. Not required for Trial Version. Personal Information Last Name Not in Trial Last Name of person that Purchased the Product. Not required for Trial Version. Personal Information Address Not in Trial Address of person that Purchased the Product. Not required for Trial Version. Personal Information Business Phone Number Not in Trial Phone Number of person that Purchased the Product. Not required for Trial Version. CRM Server Information CRM Server Service Url Yes The Url of the CRM WCF Service. Exchange Server Information Exchange Server Name Yes The Url of the Exchange Server. Do not include http or https as part of the url Exchange Server Information Distribution List Organizational Unit Yes The Organizational Unit where new Distributions Lists will be created. Exchange Server Information Contacts Organizational Unit Yes The Organizational Unit where new Contacts will be created. Authentication Information Domain Username Yes The Domain Username with Access to Exchange Management Console. Username will include Domain Name and User Logon Name. Authentication Information Password Yes Password of User Domain Account Authentication Information Confirm Password Yes Password of User Domain Account CHOOSE PRODUCT VERSION Choose whether the product you are installing is a trial version or a purchased version of the product.

9 If you are installing the trial version, leave the serial number field blank, either wise enter the serial number in the required field. PERSONAL INFORMATION The personal information section is only required for Purchased Products. All fields on the personal information section are required. If no serial number was entered in the Serial Number screen, this Personal Information screen will not display.

10 CRM SERVER INFORMATION The CRM Server Service Url is required in order to connect your application to the CRM Server and query your list and contact entities. Enter the CRM Server Service Url in the following screen. The Url is made out of the Server Name, Port, Organization name and finalized with the Organization Service WCF Service file: XRMServices/2011/Organization.svc

11

12 EXCHANGE SERVER INFORMATION In order to properly connect with Exchange Server and place the Distribution Lists and Contacts in the proper locations, the Exchange Server name, Distribution Lists Organizational Unit and Contacts Organizational Unit are required. The screenshot below shows this required information

13 ACTIVE DIRECTORY LOGIN INFORMATION In order to properly connect with Exchange Server a user account with full Access to the Exchange Management Console is required. The final screenshot displays these requirements.

14 RUNNING THE APPLICATION After the configuration has been completed and successful, the application will restart and the following screen will be displayed. If there were errors during the configuration that do not allow the application to run properly, a message will be displayed to the user and the application will close. In order to create a Synchronization Process, we will need to create the relationship between the CRM Marketing Lists and Exchange Server distribution Groups. Clicking on the Add New Group in the ribbon will open the Add New List form and allow creating the relationship between CRM and Exchange. The section below will explain how this is done. ADDING LIST TO SYNCHRONIZE When we open the Add New List form, we require to select the name of a CRM Marketing List and an Exchange Server Distribution Group. If an Exchange Server Distribution Group does not exist for the marketing list that we want to Synchronize, we can create a New Distribution Group for the Add New List form.

15 CONNECTING TO NEW EXCHANGE DISTRIBUTION GROUPS If your Exchange Server does not have the distribution list that you want to synchronize with, when creating the relationship between both systems, you can create the new distribution list from within the CRM to Exchange Sync app. Select the Name of the CRM Marketing List in the Select CRM Group area of the form. Click on the New button on the Select Exchange Distribution List area of the form, and type the name that you would like to create for the new Distribution List. When you save the record, a new Distribution List will be created in Exchange and the relationship between CRM and Exchange will be created. CONNECTING TO EXISTING EXCHANGE DISTRIBUTION GROUPS If the Exchange Server already has the Distribution List that you would like to create the relationship with, you can simply select it from the names of Existing Lists. Select the Name of the CRM Marketing List in the Select CRM Group area of the form. Do not click on the New button on the Select Exchange Distribution List area of the form, just select the name of the Distribution List that you would like to use. When you save the record the relationship between CRM and Exchange will be created. VERIFYING THE EXCHANGE DISTRIBUTION GROUPS WERE CREATED After you have added your new Distribution Groups in Exchange, you can open up Exchange Management Console to verify that the Distribution Groups were successfully created.

16 RUNNING THE SYNCHRONIZATION PROCESS After each time that you create a new relationship between CRM and Exchange the new Group will be added to the list of Groups to be synchronized. Groups can be later on removed or disabled, so that not all the groups will be included in the synchronization process. In order to start the Synchronization Process, simple click on the Run Synchronization ribbon button. Upon confirmation that you want to run the Synchronization, the process will commence. The status bar at the button of the screen will show progress of each of the groups that is to be synchronized. Once the Synchronization is complete, the status bar will show the Completed Sync message in blue stating that you can verify the Synchronization results. VERIFYING THE SYNCHRONIZATION PROCESS RESULTS After the Synchronization process has been completed, you can compare the results between CRM and Exchange Server to make sure that there are the same number of contacts under each list. The screenshot below shows an example of the CRM Marketing List view and the Distribution Group View in Exchange, both containing the same 13 users.

17 REMOVING OR DEACTIVATING LIST TO SYNCHRONIZE If there is a list that you have in CRM that you would no longer be using for synchronization, you can remove it from the Synchronization process by selecting the row in the grid of the application and clicking on the Remove Group ribbon button. Clicking on the Remove Group will not delete the list from either CRM nor Exchange Server, it will just remove the association (relationship) between both applications. If you would like to temporarily cancel the association between CRM and Exchange, follow the same procedure, but click on the Change Status ribbon button and select the Disable menu item from the list. If you would like to later reactivate the list for a later run, follow the same procedure, but instead of choosing the Disable menu item, choose the enable menu item. Each record on the grid has a checkbox that is either Active or Inactive.

18 MODIFYING THE APPLICATION SETTINGS After the initial configuration of the application, it is possible that some of the configuration settings might change. This includes Exchange Server Configuration, CRM Server Configuration and Registration of the product (activating a trial version of the product). Clicking on the File Menu will allow the user to modify these results. EXCHANGE SETTINGS The Screenshot below shows the Exchange Settings that can be modified after the application has been initially installed. This would be necessary if your Exchange Server has moved to another server or you need to change the Organizational Unit where the Distribution List or Contacts will be stored. CRM SETTINGS The screenshot bellow shows the CRM Settings that can be modified. You will notice that only the CRM WCF Service Url can be modified, as the User and Password are the current logged in user which will authenticate against CRM.

19 REGISTRATION The automated Registration Process is not available at this point. EXPORTING OF LOG FILES After your synchronization process has been completed you can export a log file containing a list of all the contacts that were created and actions that were performed in Exchange on these Contacts. The log file is stored in the C:\logs directory. If the directory does not already exist, it will be created for you. Based on the security settings within, your environment you should allow files to be created in that directory. To Export the log file click on the Export Log ribbon button showed below. Although not required, it is a good practice to clear the log file after each Synchronization Process, although CRM will automatically clear it the next time the application is run.

CRM to Exchange Synchronization

CRM to Exchange Synchronization CRM to Exchange Synchronization End-User Instructions VERSION 2.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC. 2013 Brite Global, Incorporated. All rights reserved. The information contained

More information

CRM to Exchange Synchronization

CRM to Exchange Synchronization CRM to Exchange Synchronization Product Registration Instructions VERSION 2.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC. 2012 Brite Global, Incorporated. All rights reserved. The information

More information

CRM Form to Web. Internet Lead Capture. Installation Instructions VERSION 1.0 DATE PREPARED: 1/1/2013

CRM Form to Web. Internet Lead Capture. Installation Instructions VERSION 1.0 DATE PREPARED: 1/1/2013 CRM Form to Web Internet Lead Capture Installation Instructions VERSION 1.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC. 2013 Brite Global, Incorporated. All rights reserved. The information

More information

CRM Form to Web. Internet Lead Capture. Product Registration Instructions VERSION 1.0 DATE PREPARED: 1/1/2013

CRM Form to Web. Internet Lead Capture. Product Registration Instructions VERSION 1.0 DATE PREPARED: 1/1/2013 CRM Form to Web Internet Lead Capture Product Registration Instructions VERSION 1.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC. 2013 Brite Global, Incorporated. All rights reserved. The information

More information

CRM Form to Web. Internet Lead Capture. Web Form Configuration Instructions VERSION 1.0 DATE PREPARED: 1/1/2013

CRM Form to Web. Internet Lead Capture. Web Form Configuration Instructions VERSION 1.0 DATE PREPARED: 1/1/2013 CRM Form to Web Internet Lead Capture Web Form Configuration Instructions VERSION 1.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC. 2013 Brite Global, Incorporated. All rights reserved. The information

More information

Pipeliner CRM Phaenomena Guide Getting Started with Pipeliner. 2015 Pipelinersales Inc. www.pipelinersales.com

Pipeliner CRM Phaenomena Guide Getting Started with Pipeliner. 2015 Pipelinersales Inc. www.pipelinersales.com Getting Started with Pipeliner 05 Pipelinersales Inc. www.pipelinersales.com Getting Started with Pipeliner Learn How to Get Started with Pipeliner Sales CRM Application. CONTENT. Setting up Pipeliner

More information

CRM and Salesforce Product Comparison

CRM and Salesforce Product Comparison CRM and Salesforce Product Comparison VERSION 1.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC. 2013 Brite Global, Incorporated. All rights reserved. The information contained in this document

More information

Pipeliner CRM Phaenomena Guide Administration & Setup. 2015 Pipelinersales Inc. www.pipelinersales.com

Pipeliner CRM Phaenomena Guide Administration & Setup. 2015 Pipelinersales Inc. www.pipelinersales.com Administration & Setup 05 Pipelinersales Inc. www.pipelinersales.com Administration & Setup Learn how to manage your sales team with Pipeliner Sales CRM Application. CONTENT. Managing Pipeliner s Users

More information

Pipeliner CRM Phaenomena Guide Opportunity Management. 2015 Pipelinersales Inc. www.pipelinersales.com

Pipeliner CRM Phaenomena Guide Opportunity Management. 2015 Pipelinersales Inc. www.pipelinersales.com Opportunity Management 205 Pipelinersales Inc. www.pipelinersales.com Opportunity Management Learn how to manage sales opportunities with Pipeliner Sales CRM Application. CONTENT. Creating and sharing

More information

Pipeliner CRM Phaenomena Guide Sales Pipeline Management. 2015 Pipelinersales Inc. www.pipelinersales.com

Pipeliner CRM Phaenomena Guide Sales Pipeline Management. 2015 Pipelinersales Inc. www.pipelinersales.com Sales Pipeline Management 2015 Pipelinersales Inc. www.pipelinersales.com Sales Pipeline Management Learn how to manage sales opportunities with Pipeliner Sales CRM Application. CONTENT 1. Configuring

More information

formerly Help Desk Authority 9.1.3 HDAccess Administrator Guide

formerly Help Desk Authority 9.1.3 HDAccess Administrator Guide formerly Help Desk Authority 9.1.3 HDAccess Administrator Guide 2 Contacting Quest Software Email: Mail: Web site: info@quest.com Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA 92656

More information

Pipeliner CRM Phaenomena Guide Sales Target Tracking. 2015 Pipelinersales Inc. www.pipelinersales.com

Pipeliner CRM Phaenomena Guide Sales Target Tracking. 2015 Pipelinersales Inc. www.pipelinersales.com Sales Target Tracking 05 Pipelinersales Inc. www.pipelinersales.com Sales Target Tracking Learn how to set up Sales Target with Pipeliner Sales CRM Application. CONTENT. Setting up Sales Dynamic Target

More information

Pipeliner CRM Phaenomena Guide Add-In for MS Outlook. 2015 Pipelinersales Inc. www.pipelinersales.com

Pipeliner CRM Phaenomena Guide Add-In for MS Outlook. 2015 Pipelinersales Inc. www.pipelinersales.com Add-In for MS Outlook 205 Pipelinersales Inc. www.pipelinersales.com Add-In for MS Outlook Learn how to use sales lead management with Pipeliner MS Outlook Add-In. CONTENT. Setting up Pipeliner Add-In

More information

Deploying the Workspace Application for Microsoft SharePoint Online

Deploying the Workspace Application for Microsoft SharePoint Online Microsoft Dynamics GP Deploying the Workspace Application for Microsoft SharePoint Online Microsoft Dynamics GP Workspace is a method to enable Microsoft Excel-based dashboards for SharePoint Online. This

More information

Sage 200 Web Time & Expenses Guide

Sage 200 Web Time & Expenses Guide Sage 200 Web Time & Expenses Guide Sage (UK) Limited Copyright Statement Sage (UK) Limited, 2006. All rights reserved If this documentation includes advice or information relating to any matter other than

More information

AvePoint CallAssist 3.2.5 for Microsoft Dynamics CRM. Installation and Configuration Guide

AvePoint CallAssist 3.2.5 for Microsoft Dynamics CRM. Installation and Configuration Guide AvePoint CallAssist 3.2.5 for Microsoft Dynamics CRM Installation and Configuration Guide Revision K Issued November 2014 Table of Contents Overview... 4 Prerequisites... 5 Environment Requirements...

More information

Pipeliner CRM Phaenomena Guide Lead Management. 2015 Pipelinersales Inc. www.pipelinersales.com

Pipeliner CRM Phaenomena Guide Lead Management. 2015 Pipelinersales Inc. www.pipelinersales.com Lead Management 205 Pipelinersales Inc. www.pipelinersales.com Lead Management Learn how to use sales lead management with Pipeliner Sales CRM Application. CONTENT. Creating and sharing the Sales Lead

More information

Installation Guide v3.0

Installation Guide v3.0 Installation Guide v3.0 Shepherd TimeClock 4465 W. Gandy Blvd. Suite 800 Tampa, FL 33611 Phone: 813-882-8292 Fax: 813-839-7829 http://www.shepherdtimeclock.com The information contained in this document

More information

Hyper-V Server 2008 Setup and Configuration Tool Guide

Hyper-V Server 2008 Setup and Configuration Tool Guide Hyper-V Server 2008 Setup and Configuration Tool Guide Microsoft Corporation Published: October 2008 Author: Cynthia Nottingham Abstract This guide will help you set up and configure Microsoft Hyper-V

More information

Omniquad Exchange Archiving

Omniquad Exchange Archiving Omniquad Exchange Archiving Deployment and Administrator Guide Manual version 3.1.2 Revision Date: 20 May 2013 Copyright 2012 Omniquad Ltd. All rights reserved. Omniquad Ltd Crown House 72 Hammersmith

More information

Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP

Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP Microsoft Dynamics Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP May 2010 Find updates to this documentation at the following location. http://go.microsoft.com/fwlink/?linkid=162558&clcid=0x409

More information

Interact for Microsoft Office

Interact for Microsoft Office Interact for Microsoft Office Installation and Setup Guide Perceptive Content Version: 7.0.x Written by: Product Knowledge, R&D Date: October 2014 2014 Perceptive Software. All rights reserved Perceptive

More information

Xcalibur Global Version 1.2 Installation Guide Document Version 3.0

Xcalibur Global Version 1.2 Installation Guide Document Version 3.0 Xcalibur Global Version 1.2 Installation Guide Document Version 3.0 December 2010 COPYRIGHT NOTICE TRADEMARKS 2010 Chip PC Inc., Chip PC (Israel) Ltd., Chip PC (UK) Ltd., Chip PC GmbH All rights reserved.

More information

File and Printer Sharing with Microsoft Windows

File and Printer Sharing with Microsoft Windows Operating System File and Printer Sharing with Microsoft Windows Microsoft Corporation Published: November 2003 Abstract File and printer sharing in Microsoft Windows allows you to share the contents of

More information

ATT8367-Novell GroupWise 2014 and the Directory Labs

ATT8367-Novell GroupWise 2014 and the Directory Labs ATT8367-Novell GroupWise 2014 and the Directory Labs ATT8367 Novell Training Services AUTHORIZED COURSEWARE www.novell.com Legal Notices Novell, Inc., makes no representations or warranties with respect

More information

How To Install The Snow Active Directory Discovery Service On Windows 7.5.1 (Windows) (Windows 7) (Powerbook) (For Windows) (Amd64) (Apple) (Macintosh) (Netbook) And (Windows

How To Install The Snow Active Directory Discovery Service On Windows 7.5.1 (Windows) (Windows 7) (Powerbook) (For Windows) (Amd64) (Apple) (Macintosh) (Netbook) And (Windows USER GUIDE Product Snow Active Directory Discovery Version 1.0 Release date 2014-04-29 Document date 2015-02-09 CONTENT ABOUT THIS DOCUMENT... 3 SNOW ACTIVE DIRECTORY DISCOVERY... 3 PREREQUISITES... 4

More information

Server Installation Guide ZENworks Patch Management 6.4 SP2

Server Installation Guide ZENworks Patch Management 6.4 SP2 Server Installation Guide ZENworks Patch Management 6.4 SP2 02_016N 6.4SP2 Server Installation Guide - 2 - Notices Version Information ZENworks Patch Management Server Installation Guide - ZENworks Patch

More information

NTP Software File Auditor for Windows Edition

NTP Software File Auditor for Windows Edition NTP Software File Auditor for Windows Edition An NTP Software Installation Guide Abstract This guide provides a short introduction to installation and initial configuration of NTP Software File Auditor

More information

Connector for Microsoft Dynamics Configuration Guide for Microsoft Dynamics SL

Connector for Microsoft Dynamics Configuration Guide for Microsoft Dynamics SL Microsoft Dynamics Connector for Microsoft Dynamics Configuration Guide for Microsoft Dynamics SL Revised August, 2012 Find updates to this documentation at the following location: http://www.microsoft.com/download/en/details.aspx?id=10381

More information

CaseWare Time. CaseWare Cloud Integration Guide. For Time 2015 and CaseWare Cloud

CaseWare Time. CaseWare Cloud Integration Guide. For Time 2015 and CaseWare Cloud CaseWare Time CaseWare Cloud Integration Guide For Time 2015 and CaseWare Cloud Copyright and Trademark Notice Copyright. 2015 CaseWare International Inc. ( CWI ). All Rights Reserved. Use, duplication,

More information

INSTALL AND CONFIGURATION GUIDE. Atlas 5.1 for Microsoft Dynamics AX

INSTALL AND CONFIGURATION GUIDE. Atlas 5.1 for Microsoft Dynamics AX INSTALL AND CONFIGURATION GUIDE Atlas 5.1 for Microsoft Dynamics AX COPYRIGHT NOTICE Copyright 2012, Globe Software Pty Ltd, All rights reserved. Trademarks Dynamics AX, IntelliMorph, and X++ have been

More information

Dell Statistica 13.0. Statistica Enterprise Installation Instructions

Dell Statistica 13.0. Statistica Enterprise Installation Instructions Dell Statistica 13.0 2015 Dell Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or

More information

SOLARWINDS ORION. Patch Manager Evaluation Guide for ConfigMgr 2012

SOLARWINDS ORION. Patch Manager Evaluation Guide for ConfigMgr 2012 SOLARWINDS ORION Patch Manager Evaluation Guide for ConfigMgr 2012 About SolarWinds SolarWinds, Inc. develops and markets an array of network management, monitoring, and discovery tools to meet the diverse

More information

OneLogin Integration User Guide

OneLogin Integration User Guide OneLogin Integration User Guide Table of Contents OneLogin Account Setup... 2 Create Account with OneLogin... 2 Setup Application with OneLogin... 2 Setup Required in OneLogin: SSO and AD Connector...

More information

Technical Brief for Windows Home Server Remote Access

Technical Brief for Windows Home Server Remote Access Technical Brief for Windows Home Server Remote Access Microsoft Corporation Published: October, 2008 Version: 1.1 Abstract This Technical Brief provides an in-depth look at the features and functionality

More information

Lepide Active Directory Self Service. Installation Guide. Lepide Active Directory Self Service Tool. Lepide Software Private Limited Page 1

Lepide Active Directory Self Service. Installation Guide. Lepide Active Directory Self Service Tool. Lepide Software Private Limited Page 1 Installation Guide Lepide Active Directory Self Service Tool Lepide Software Private Limited Page 1 Lepide Software Private Limited, All Rights Reserved This User Guide and documentation is copyright of

More information

Test Lab Guide: Creating a Windows Azure AD and Windows Server AD Environment using Azure AD Sync

Test Lab Guide: Creating a Windows Azure AD and Windows Server AD Environment using Azure AD Sync Test Lab Guide: Creating a Windows Azure AD and Windows Server AD Environment using Azure AD Sync Microsoft Corporation Published: December 2014 Author: Mark Grimes Acknowledgements Special thanks to the

More information

User Management Tool 1.5

User Management Tool 1.5 User Management Tool 1.5 2014-12-08 23:32:23 UTC 2014 Citrix Systems, Inc. All rights reserved. Terms of Use Trademarks Privacy Statement Contents User Management Tool 1.5... 3 ShareFile User Management

More information

User Management Tool 1.6

User Management Tool 1.6 User Management Tool 1.6 2014-12-08 23:32:48 UTC 2014 Citrix Systems, Inc. All rights reserved. Terms of Use Trademarks Privacy Statement Contents User Management Tool 1.6... 3 ShareFile User Management

More information

DeviceAnywhere Automation for Smartphones Setup Guide Windows Mobile

DeviceAnywhere Automation for Smartphones Setup Guide Windows Mobile DeviceAnywhere Automation for Smartphones Setup Guide Windows Mobile Page 1 of 11 Copyright Copyright 2010 Mobile Complete, Inc. All Rights Reserved. June, 2010. Notice 2010 Mobile Complete, Inc. All rights

More information

DameWare Server. Administrator Guide

DameWare Server. Administrator Guide DameWare Server Administrator Guide About DameWare Contact Information Team Contact Information Sales 1.866.270.1449 General Support Technical Support Customer Service User Forums http://www.dameware.com/customers.aspx

More information

Management Reporter Integration Guide for Microsoft Dynamics AX

Management Reporter Integration Guide for Microsoft Dynamics AX Microsoft Dynamics Management Reporter Integration Guide for Microsoft Dynamics AX July 2013 Find updates to this documentation at the following location: http://go.microsoft.com/fwlink/?linkid=162565

More information

Update and Installation Guide for Microsoft Management Reporter 2.0 Feature Pack 1

Update and Installation Guide for Microsoft Management Reporter 2.0 Feature Pack 1 Update and Installation Guide for Microsoft Management Reporter 2.0 Feature Pack 1 Microsoft Corporation Published: December 2010 Microsoft Dynamics is a line of integrated, adaptable business management

More information

Special thanks to the following people for reviewing and providing invaluable feedback for this document: Joe Davies, Bill Mathers, Andreas Kjellman

Special thanks to the following people for reviewing and providing invaluable feedback for this document: Joe Davies, Bill Mathers, Andreas Kjellman Test Lab Guide: Creating a Microsoft Azure Active Directory and Windows Server Active Directory Environment using Microsoft Azure Active Directory Sync Services Microsoft Corporation Published: December

More information

Weston Public Schools Virtual Desktop Access Instructions

Weston Public Schools Virtual Desktop Access Instructions Instructions for connecting to the Weston Schools Virtual Desktop Environment Notes: You will have to have administrator permission on your computer in order to install a VMWare Client application which

More information

Dell One Identity Cloud Access Manager 8.0.1 - How to Configure Microsoft Office 365

Dell One Identity Cloud Access Manager 8.0.1 - How to Configure Microsoft Office 365 Dell One Identity Cloud Access Manager 8.0.1 - How to Configure Microsoft Office 365 May 2015 This guide describes how to configure Microsoft Office 365 for use with Dell One Identity Cloud Access Manager

More information

Advanced Configuration Steps

Advanced Configuration Steps Advanced Configuration Steps After you have downloaded a trial, you can perform the following from the Setup menu in the MaaS360 portal: Configure additional services Configure device enrollment settings

More information

Group Management Server User Guide

Group Management Server User Guide Group Management Server User Guide Table of Contents Getting Started... 3 About... 3 Terminology... 3 Group Management Server is Installed what do I do next?... 4 Installing a License... 4 Configuring

More information

4.0. Offline Folder Wizard. User Guide

4.0. Offline Folder Wizard. User Guide 4.0 Offline Folder Wizard User Guide Copyright Quest Software, Inc. 2007. All rights reserved. This guide contains proprietary information, which is protected by copyright. The software described in this

More information

AvePoint Tags 1.1 for Microsoft Dynamics CRM. Installation and Configuration Guide

AvePoint Tags 1.1 for Microsoft Dynamics CRM. Installation and Configuration Guide AvePoint Tags 1.1 for Microsoft Dynamics CRM Installation and Configuration Guide Revision G Issued August 2014 Table of Contents About AvePoint Tags for Microsoft Dynamics CRM... 3 Required Permissions...

More information

MiSync Personal for Beams

MiSync Personal for Beams Using MiSync Personal for Beams V4.3.1.0 by Metisc Copyright Printed: 16 January 2015 2014 by Metisc. All rights reserved. Notice This user guide and the software it describes are furbished under a license

More information

Pipeliner CRM Phaenomena Guide Importing Leads & Opportunities. 2015 Pipelinersales Inc. www.pipelinersales.com

Pipeliner CRM Phaenomena Guide Importing Leads & Opportunities. 2015 Pipelinersales Inc. www.pipelinersales.com Importing Leads & Opportunities 205 Pipelinersales Inc. www.pipelinersales.com Importing Leads & Opportunities Learn how to import opportunities and leads into Pipeliner Sales CRM Application. CONTENT.

More information

Mobility Services Platform 3.1.1 Software Installation Guide

Mobility Services Platform 3.1.1 Software Installation Guide Mobility Services Platform 3.1.1 Software Installation Guide Mobility Services Platform 3.1.1 Software Installation Guide 72E-100159-04 Revision D January 2008 2007 by Motorola, Inc. All rights reserved.

More information

Quick Connect Express for Active Directory

Quick Connect Express for Active Directory Quick Connect Express for Active Directory Version 5.2 Quick Start Guide 2012 Dell Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in

More information

MadCap Software. Upgrading Guide. Pulse

MadCap Software. Upgrading Guide. Pulse MadCap Software Upgrading Guide Pulse Copyright 2014 MadCap Software. All rights reserved. Information in this document is subject to change without notice. The software described in this document is furnished

More information

Cloudera Backup and Disaster Recovery

Cloudera Backup and Disaster Recovery Cloudera Backup and Disaster Recovery Important Notice (c) 2010-2013 Cloudera, Inc. All rights reserved. Cloudera, the Cloudera logo, Cloudera Impala, and any other product or service names or slogans

More information

Setting up Hyper-V for 2X VirtualDesktopServer Manual

Setting up Hyper-V for 2X VirtualDesktopServer Manual Setting up Hyper-V for 2X VirtualDesktopServer Manual URL: www.2x.com E-mail: info@2x.com Information in this document is subject to change without notice. Companies, names, and data used in examples herein

More information

White Paper. Software version: 5.0 www.wmsoftware.com

White Paper. Software version: 5.0 www.wmsoftware.com Safe AutoLogon Password Server Using Safe AutoLogon Password Server to manage Safe AutoLogon clients for seamless and centrally managed automatic logons White Paper Software version: 5.0 www.wmsoftware.com

More information

Active Directory Provider User s Guide

Active Directory Provider User s Guide Active Directory Provider User s Guide Mike Horton Version 01.00.03 Last Updated: December 28, 2007 Category: DotNetNuke v4.6.0 and greater Information in this document, including URL and other Internet

More information

Sophos Mobile Control Super administrator guide. Product version: 3

Sophos Mobile Control Super administrator guide. Product version: 3 Sophos Mobile Control Super administrator guide Product version: 3 Document date: January 2013 Contents 1 About Sophos Mobile Control...3 2 Super administrator accounts...4 3 The super administrator customer...5

More information

Connecting to Manage Your MS SQL Database

Connecting to Manage Your MS SQL Database Using MS SQL databases HOWTO Copyright 2001 Version 1.0 This HOWTO describes how to connect to a MS SQL database and how to transfer data to an SQL server database. Table of Contents Connecting to Manage

More information

White Paper. Installation and Configuration of Fabasoft Folio IMAP Service. Fabasoft Folio 2015 Update Rollup 3

White Paper. Installation and Configuration of Fabasoft Folio IMAP Service. Fabasoft Folio 2015 Update Rollup 3 White Paper Fabasoft Folio 2015 Update Rollup 3 Copyright Fabasoft R&D GmbH, Linz, Austria, 2016. All rights reserved. All hardware and software names used are registered trade names and/or registered

More information

Defender 5.7 - Token Deployment System Quick Start Guide

Defender 5.7 - Token Deployment System Quick Start Guide Defender 5.7 - Token Deployment System Quick Start Guide This guide describes how to install, configure and use the Defender Token Deployment System, based on default settings and how to self register

More information

Credit Card Processing

Credit Card Processing Microsoft Dynamics AX 2009 Credit Card Processing Technical White Paper This white paper is intended for professionals who are involved in the implementation and support of the Credit Card Processing functionality

More information

Thinspace deskcloud. Quick Start Guide

Thinspace deskcloud. Quick Start Guide Thinspace deskcloud Quick Start Guide Version 1.2 Published: SEP-2014 Updated: 16-SEP-2014 2014 Thinspace Technology Ltd. All rights reserved. The information contained in this document represents the

More information

formerly Help Desk Authority 9.1.3 Upgrade Guide

formerly Help Desk Authority 9.1.3 Upgrade Guide formerly Help Desk Authority 9.1.3 Upgrade Guide 2 Contacting Quest Software Email: Mail: Web site: info@quest.com Quest Software, Inc. World Headquarters 5 Polaris Way Aliso Viejo, CA 92656 USA www.quest.com

More information

Copyright 2013, 3CX Ltd. http://www.3cx.com E-mail: info@3cx.com

Copyright 2013, 3CX Ltd. http://www.3cx.com E-mail: info@3cx.com Manual Copyright 2013, 3CX Ltd. http://www.3cx.com E-mail: info@3cx.com Information in this document is subject to change without notice. Companies names and data used in examples herein are fictitious

More information

Tenrox and Microsoft Dynamics CRM Integration Guide

Tenrox and Microsoft Dynamics CRM Integration Guide Tenrox Tenrox and Microsoft Dynamics CRM Integration Guide January, 2012 2012 Tenrox. All rights reserved. About this Guide This guide describes the procedures for setting up integration between Microsoft

More information

Archive One Policy V4.2 Quick Start Guide October 2005

Archive One Policy V4.2 Quick Start Guide October 2005 Archive One Policy V4.2 Quick Start Guide October 2005 Archive One Policy Quick Start Guide V4.2 Page 1 of 33 CONTENTS Introduction... 3 Components...3 Before You Start...4 System Requirements...5 Prerequisites...7

More information

NTP Software File Reporter Analysis Server

NTP Software File Reporter Analysis Server NTP Software File Reporter Analysis Server Installation Guide Version 7.5 - September 2015 This guide provides quick instructions for installing NTP Software File Reporter Analysis Server from an administrator

More information

TASKE Call Center Management Tools

TASKE Call Center Management Tools TASKE Call Center Management Tools Version 7 Integrating and Configuring Blue Pumpkin PrimeTime and PrimeTime Skills TASKE Technology Inc. Copyright 2000, TASKE Technology Inc. All rights reserved. Printed

More information

Dell Enterprise Reporter 2.5. Configuration Manager User Guide

Dell Enterprise Reporter 2.5. Configuration Manager User Guide Dell Enterprise Reporter 2.5 2014 Dell Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license

More information

Installing Sage ACT! 2013 for New Users

Installing Sage ACT! 2013 for New Users Installing Sage ACT! 2013 for New Users Installing Sage ACT! 2013 for New Users Copyright 2012 Sage Software, Inc. All Rights Reserved. Sage, the Sage logos, ACT!, and the Sage product and service names

More information

PowerSearch for MS CRM 2011

PowerSearch for MS CRM 2011 PowerSearch for MS CRM 2011 Version 5.0 Installation Guide (How to install/uninstall PowerSearch for MS CRM 2011) The content of this document is subject to change without notice. Microsoft and Microsoft

More information

WhatsUp Gold v16.2 Installation and Configuration Guide

WhatsUp Gold v16.2 Installation and Configuration Guide WhatsUp Gold v16.2 Installation and Configuration Guide Contents Installing and Configuring Ipswitch WhatsUp Gold v16.2 using WhatsUp Setup Installing WhatsUp Gold using WhatsUp Setup... 1 Security guidelines

More information

Remote Monitoring Service - Setup Guide for InfraStruXure Central and StruxureWare 1 5

Remote Monitoring Service - Setup Guide for InfraStruXure Central and StruxureWare 1 5 Remote Monitoring Service Setup Guide for InfraStruXure Central and StruxureWare Overview This document explains how to setup Remote Monitoring Service using InfraStruXure Central or StruxureWare server.

More information

Lab 05: Deploying Microsoft Office Web Apps Server

Lab 05: Deploying Microsoft Office Web Apps Server Lab 05: Deploying Microsoft Office Web Apps Server DISCLAIMER 2013 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, Hyper-V, Internet Explorer, Lync, PowerPoint, Silverlight, SQL

More information

WebSpy Vantage Ultimate 2.2 Web Module Administrators Guide

WebSpy Vantage Ultimate 2.2 Web Module Administrators Guide WebSpy Vantage Ultimate 2.2 Web Module Administrators Guide This document is intended to help you get started using WebSpy Vantage Ultimate and the Web Module. For more detailed information, please see

More information

Project management integrated into Outlook

Project management integrated into Outlook Project management integrated into Outlook InLoox PM 7.x off-line operation An InLoox Whitepaper Published: October 2011 Copyright: 2011 InLoox GmbH. You can find up-to-date information at http://www.inloox.com

More information

NSi Mobile Installation Guide. Version 6.2

NSi Mobile Installation Guide. Version 6.2 NSi Mobile Installation Guide Version 6.2 Revision History Version Date 1.0 October 2, 2012 2.0 September 18, 2013 2 CONTENTS TABLE OF CONTENTS PREFACE... 5 Purpose of this Document... 5 Version Compatibility...

More information

How to Secure a Groove Manager Web Site

How to Secure a Groove Manager Web Site How to Secure a Groove Manager Web Site Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations,

More information

DocAve for Office 365 Sustainable Adoption

DocAve for Office 365 Sustainable Adoption DocAve for Office 365 Sustainable Adoption Quick Start Guide Issued October 2015 1 Table of Contents Submitting Documentation Feedback to AvePoint... 3 1. Request a DocAve License from AvePoint... 4 2.

More information

Quick Start Guide for Parallels Virtuozzo

Quick Start Guide for Parallels Virtuozzo PROPALMS VDI Version 2.1 Quick Start Guide for Parallels Virtuozzo Rev. 1.1 Published: JULY-2011 1999-2011 Propalms Ltd. All rights reserved. The information contained in this document represents the current

More information

Introduction to Hyper-V High- Availability with Failover Clustering

Introduction to Hyper-V High- Availability with Failover Clustering Introduction to Hyper-V High- Availability with Failover Clustering Lab Guide This lab is for anyone who wants to learn about Windows Server 2012 R2 Failover Clustering, focusing on configuration for Hyper-V

More information

Active Directory Management. Agent Deployment Guide

Active Directory Management. Agent Deployment Guide Active Directory Management Agent Deployment Guide Document Revision Date: April 26, 2013 Active Directory Management Deployment Guide i Contents System Requirements... 1 Hardware Requirements... 2 Agent

More information

Accops HyWorks v2.5. Quick Start Guide. Last Update: 4/18/2016

Accops HyWorks v2.5. Quick Start Guide. Last Update: 4/18/2016 Accops HyWorks v2.5 Quick Start Guide Last Update: 4/18/2016 2016 Propalms Technologies Pvt. Ltd. All rights reserved. The information contained in this document represents the current view of Propalms

More information

SolarWinds Migrating SolarWinds NPM Technical Reference

SolarWinds Migrating SolarWinds NPM Technical Reference SolarWinds Migrating SolarWinds NPM Technical Reference Copyright 1995-2015 SolarWinds Worldwide, LLC. All rights reserved worldwide. No part of this document may be reproduced by any means nor modified,

More information

How To Create An Easybelle History Database On A Microsoft Powerbook 2.5.2 (Windows)

How To Create An Easybelle History Database On A Microsoft Powerbook 2.5.2 (Windows) Introduction EASYLABEL 6 has several new features for saving the history of label formats. This history can include information about when label formats were edited and printed. In order to save this history,

More information

CA Nimsoft Service Desk

CA Nimsoft Service Desk CA Nimsoft Service Desk Single Sign-On Configuration Guide 6.2.6 This Documentation, which includes embedded help systems and electronically distributed materials, (hereinafter referred to as the Documentation

More information

EventTracker: Support to Non English Systems

EventTracker: Support to Non English Systems EventTracker: Support to Non English Systems Publication Date: April 25, 2012 EventTracker 8815 Centre Park Drive Columbia MD 21045 www.eventtracker.com Introduction This document has been prepared to

More information

Configuring Single Sign-On from the VMware Identity Manager Service to Office 365

Configuring Single Sign-On from the VMware Identity Manager Service to Office 365 Configuring Single Sign-On from the VMware Identity Manager Service to Office 365 VMware Identity Manager JULY 2015 V1 Table of Contents Overview... 2 Passive and Active Authentication Profiles... 2 Adding

More information

AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM

AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM Installation and Configuration Guide Revision E Issued April 2014 1 Table of Contents Overview... 3 Before You Begin... 4 Supported and Unsupported Web

More information

Secure IIS Web Server with SSL

Secure IIS Web Server with SSL Secure IIS Web Server with SSL EventTracker v7.x Publication Date: Sep 30, 2014 EventTracker 8815 Centre Park Drive Columbia MD 21045 www.eventtracker.com Abstract The purpose of this document is to help

More information

DIGIPASS KEY series and smart card series for Juniper SSL VPN Authentication

DIGIPASS KEY series and smart card series for Juniper SSL VPN Authentication DIGIPASS KEY series and smart card series for Juniper SSL VPN Authentication Certificate Based 2010 Integration VASCO Data Security. Guideline All rights reserved. Page 1 of 31 Disclaimer Disclaimer of

More information

Google Apps Deployment Guide

Google Apps Deployment Guide CENTRIFY DEPLOYMENT GUIDE Google Apps Deployment Guide Abstract Centrify provides mobile device management and single sign-on services that you can trust and count on as a critical component of your corporate

More information

PANO MANAGER CONNECTOR FOR SCVMM& HYPER-V

PANO MANAGER CONNECTOR FOR SCVMM& HYPER-V PANO MANAGER CONNECTOR FOR SCVMM& HYPER-V Version 6.0.8 Published: DEC-2013 Updated: 24 MAR 2014 2005-2014 Propalms Ltd. All rights reserved. The information contained in this document represents the current

More information

Dell Statistica Document Management System (SDMS) Installation Instructions

Dell Statistica Document Management System (SDMS) Installation Instructions Dell Statistica Document Management System (SDMS) Installation Instructions 2015 Dell Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described

More information

Migrating Active Directory to Windows Server 2012 R2

Migrating Active Directory to Windows Server 2012 R2 Migrating Active Directory to Windows Server 2012 R2 Windows Server 2012 R2 Hands-on lab In this lab, you will complete a migration of a Windows Server 2008 R2 domain environment to Windows Server 2012

More information

MaaS360 On-Premises Cloud Extender

MaaS360 On-Premises Cloud Extender MaaS360 On-Premises Cloud Extender Installation Guide Copyright 2014 Fiberlink Communications Corporation. All rights reserved. Information in this document is subject to change without notice. The software

More information

Cloudera Backup and Disaster Recovery

Cloudera Backup and Disaster Recovery Cloudera Backup and Disaster Recovery Important Note: Cloudera Manager 4 and CDH 4 have reached End of Maintenance (EOM) on August 9, 2015. Cloudera will not support or provide patches for any of the Cloudera

More information