c360 CRM/SharePoint Integration SharePoint Proxy Component Installation Guide

Transcription

1 c360 CRM/SharePoint Integration SharePoint Proxy Component Installation Guide Microsoft Dynamics CRM 4.0 compatible Monday, December 20, c360 Solutions, Inc.

2 Table of Contents Table of Contents... 2 Overview and Notes... 3 Overview... 3 Microsoft CRM Compatibility... 3 c360 SharePoint Proxy Component... 3 Installation Instructions... 4 Steps to install c360 SharePoint Proxy Component... 4 Uninstall Instructions... 7 Steps to uninstall c360 the product... 7 Location of SharePoint Web Service Installation Page 2

3 Overview and Notes Overview This document outlines the process of installing c360 SharePoint Proxy component. Microsoft CRM Compatibility c360 Sharepoint Integration for Microsoft Dynamics CRM 4.0 is compatible with Microsoft CRM version 4.0. For additional product information, visit c360 SharePoint Proxy Component This component is an integral part of the c360 CRM/SharePoint Integration add-on. It is used as a communication channel between CRM and SharePoint. Page 3

4 Installation Instructions To install the product the installation application must be run on the SharePoint server by a user with Local Administrator privileges. Steps to install c360 SharePoint Proxy Component 1. Double click the c360.sc.spproxy.msi file. You will see the following screens. 2. Click Next to begin the installation process. Page 4

5 3. Accept the license agreement and click Next 4. Click Next to install to the folder in the default directory OR Click Browse and select the destination folder of your choice. Then click Next. Note: All SharePoint sites have virtual directory named _layouts. The selected path should be the path that this virtual directory points to. By default, its value is: C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\template\layouts\ Page 5

6 5. Click Next to start the installation process 6. Click Close to exit the installation wizard. Page 6

7 Uninstall Instructions Steps to uninstall c360 the product 1. On the CRM server where you installed the product navigate to Control Panel and open Add or Remove Programs 2. Select c360 SharePoint Connector Proxy from the list of the currently installed programs 3. Click Remove 4. Click Yes in the confirmation message box to begin the uninstall process. Page 7

8 Location of SharePoint Web Service Installation When trying to manually create a site from a SPI form tab, location matters and is specific to the version of SharePoint you are using. Possible error messages include: You are not authorized to get List of Templates User Cannot Create Site Access Denied 'Cannot connect to c360 SharePoint Proxy Service' POSSIBLE CAUSES The c360 SharePoint Proxy didn t install correctly and needs to be tested. You are using SharePoint 2010 and the c360 Proxy wasn't installed to the correct location. The c360.sharepointproxyinstallationguide included with the download shows where the c360 SPI web service is being installed. Depending on the version of SharePoint you are using the location should be different. SharePoint 2.0: Program Files\Common Files\Microsoft Shared\Web Server Extensions\6\template\layouts\ SharePoint 3.0: Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\template\layouts\ SharePoint 2010: Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\template\layouts\ Procedure The Proxy Installer will not prompt you for your version of SharePoint, it does a basic check to see if SharePoint is installed. Please check the above layout locations and move c360 folder to the correct folder if needed. Try launching the SPI web service from your SharePoint server Ex 1 - ' Ex Page 8

9 Click on the Get Templates command on the web page Enter the appropriate information for the parameters listed and click invoke serversiteurl: - The SharePoint Site web address sctype: - SharePointSite or DocumentLibrary Examples of successful template access results DocumentLibrary sctype <?xml version='1.0' encoding='utf-8'?> <string xmlns=' value='100'>none</option><option value='101'>microsoft Office Word document</option><option value='103'>microsoft Office Excel spreadsheet</option><option value='104'>microsoft Office PowerPoint presentation</option><option value='121'>microsoft Office Word document</option><option value='122'>microsoft Office Excel spreadsheet</option><option value='123'>microsoft Office PowerPoint presentation</option><option value='111'>microsoft Office OneNote section</option><option value='102'>microsoft Office SharePoint Designer Web page</option><option value='105'>basic page</option><option value='106'>web Part page</option></string> SharePointSite sctype <?xml version='1.0' encoding='utf-8'?> <string xmlns=' label='collaboration'><option value='blog#0'>blog</option><option value='sts#0'>team Site</option><option value='sts#1'>blank Site</option><option value='sts#2'>document Workspace</option><option value='wiki#0'>wiki Site</option></optgroup><optgroup label='enterprise'><option value='offile#1'>records Center</option><option value='spsreportcenter#0'>report Center</option><option value='srchcenterlite#0'>search Center</option></optgroup><optgroup label='meetings'><option value='mps#0'>basic Meeting Workspace</option><option value='mps#1'>blank Meeting Workspace</option><option value='mps#2'>decision Meeting Workspace</option><option value='mps#3'>social Meeting Workspace</option><option value='mps#4'>multipage Meeting Workspace</option></optgroup></string> Page 9