FieldIT Limited FieldIT CRM. Installation Manual v1.3.i3 (Enterprise Install)

Transcription

1 FieldIT Limited FieldIT CRM Installation Manual v1.3.i3 (Enterprise Install) Oliver Field FieldIT Limited

2 Introduction The FieldIT CRM software can be installed in several configurations depending on implementation size and functionality required. This document gives detailed information on how to perform enterprise I3 method which is centralised and optimised installation typically for use of an environment where 4 to 30+ people will be accessing the database. The system is designed such that the installation type can be changed at a later date without requiring import/export of data. This means as your business grows so can the CRM. Note: We recommend you contact FieldIT to verify your installation for continued support before activating Enterprise mode within the application. Installation Type Overview I3) Medium Businesses Users (Enterprise) For customers needing to connect PCs together we recommend you pass this user guide to your IT provider who should make contact with FieldIT limited and arrange installation. Performance: Excellent Installation Complexity: Complex

3 I3) Medium Businesses Users A copy of the database is stored on a server and a simple file share is used to store attachments and backup logs. You will need the following: Full Administrator account for the PC (s) Full Administrator account for the Server (s) Knowledge of whether your PC/Server is 32bit or 64bit Broadband/Internet connection Installer for Microsoft SQL Server Express 2005,2008 or 2012 Installer for FieldIT CRM Printed checklist CI3. You will need to follow sections: 1) Microsoft SQL Server Express Choosing (Server) 2) Microsoft SQL Server Express Finding out if your PC is 32bit or 64bit (Server) 3) Microsoft SQL Server Express 2012 Downloading (Server) 4) Microsoft SQL Server Express 2012 Installing (Server) 5) Microsoft SQL Server Express 2012 Reboot to complete installation (Server) 6) Server File Share Creation (Server) 7) Enable TCP/IP connections on Microsoft SQL Server Express (Server) 8) Install Microsoft Management Studio Express (Server) 9) Attach Database and Create SQL User (Server) 10) FieldIT CRM Installation on Client PC (Repeat for every PC) 11) Activate Enterprise mode (Any PC)

4 1) Microsoft SQL Server Express - Choosing You will need to install Microsoft SQL Server Express ; there are various versions of the software and depending on how up to date your PC is will alter which version you should install. This user guide is written using and shows how to install Microsoft SQL Server Express If you select another version you may be presented with unexpected setup screens. If you have a newer PC or and have all the latest automatic updates we recommend: Microsoft SQL Server Express 2012 If you have an older PC or have switched off automatic updates we recommend: Microsoft SQL Server Express 2008 If you have a very old PC and Microsoft SQL Server Express 2012 or 2012 will not install we recommend: Microsoft SQL Server Express 2005 If in doubt, switch on Microsoft automatic updates, apply updates and install 2012.

5 2) Microsoft SQL Server Express Finding out if your PC is 32bit or 64bit 1) Click on the Start menu 2) Right click on Computer and left click on Properties 3) You will see that 32-bit or 64-bit shows in the system section on the right hand side. Note this down. Most modern systems are 64-bit. 3) Microsoft SQL Server Express Downloading To obtain the latest installer: 1) Open the following link: 2) Click on Download SQL Server 2012 Express 3) Click the first Download option called SQL Server Express with Tools

6 4) Select the appropriate language next to either 32-bit or 64-bit and press download. See previous section on how to obtain if your system is 32-bit or 64-bit. Most modern systems are 64-bit. 5) Your browser will now download the file, this will be called SQLEXPRW_x64_ENU.exe or similar.

7 4) Microsoft SQL Server Express Installing 4.1) Double click on the downloaded file ( SQLEXPRW_x64_ENU.exe or similar) or choose Download and run option when downloading in the previous section. 4.2) If prompted by a Security Warning click on Run. 4.3) If prompted by a User Account Control click on Yes.

8 4.4) When the SQL Server Installation Center windows opens select Installation from left and click on New SQL Server stand-alone installation or add features to and existing installation 4.5) When the licence terms window opens, tick I accept the licence terms. and click next.

9 4.6) If there are any updates they will show in the Product Updates list, just lick next. The next step may take some time to complete. 4.7) When the Feature Selection window opens please ensure you have Database Engine Services selected and press next.

10 4.8) When the Instance Configuration screen displays please make sure the Named instance radio button is checked with a name of SQLExpress and the Instance ID is SQLEPRESS. Both of these should be set by default so no changes are necessary. 4.9) In the server configuration the SQL Server Database Engine Account name column will be prefilled, you can just accept the default here. If for any reason the account is not set by default you should use an appropriate administrator account, this could be the account you are performing the installation as. Click Next once complete.

11 This section/page (4.10.1) applies to installation types I1) Single User and I2) Small Businesses only ) Please keep the default option of Windows authentication mode ticked. Do not press next yet ) Click User Instance tab and ensure tick box Users are allowed to run separate instances of Database Engine is ticked. This should be ticked by default. Click next.

12 This section/page (4.10.2) applies to installation type I3) Medium Businesses ) Please tick option of Mixed Mode and enter a password, this should be noted in the installation checklist. Click next.

13 4.11) Click next on the error reporting screen. Installation will now start, this may take a while to complete.

14 4.12) Installation is now complete; you should click close and perform a reboot. 5) Microsoft SQL Server Express 2012 Reboot to complete installation 5.1) Once the installation is complete please reboot your PC/Server.

15 6) Server File Share Creation This section will show you how to create a file share anyone can access and update on your network. This would be suitable for a company running a small company network using your internet provider s standard router. In order to create a more secure share or for larger organisations you will need to contact your IT Department/Provider and create a share that links in with your Domain users. All users of the CRM system will need full read/write access to the file share should they do this. 6.1) Open the file explorer, double click on your data drive (usually C:\, sometimes D:\ or E:\ on Servers) and right click and select option New Folder, type FieldIT_CRM. You may create this folder anywhere and it may have any name you prefer, take note of both.

16 6.2) Right click on the new folder FieldIT_CRM, select Properties and click on Share. 6.3) Type everyone into the text box and press Add. IT providers: you may want to grant specific access to each person in the domain, or an existing domain group rather than Everyone. 6.4) Click on the small arrow next to the new row Everyone and select Read/Write. IT providers: please repeat this for all users if you opted for specific access for named users in section 6.3.

17 6.5) The row will now have Read/Write next to Everyone, press the Share button. 6.6) When the security prompt opens, click No, make the network I am connected to a private network. Please make sure you only do this if you are on a private network.

18 6.7) Take note of the network share name displayed in the File Sharing screen, In the example below is \\VDS10\FieldIT_CRM. 6.8) You will find that Everyone is given file privileges automatically when you granted the share, this can be seen in the example below which can be seen by clicking on Security tab in the folder properties window. 6.9) You will now be able to access a file share called \\VDS10\FieldIT_CRM on any PC in your network, you should test this using another PC and create a sample word document to ensure access is correct.

19 6.10) Troubleshooting Tips: If you are unable to access the share from another PC, but you are able to access from the PC you created the share: Disable windows Firewall on the PC/Server with the share or create an exception. If you are prompted for a username/password when opening the share on another PC: Repeat steps (6.3) and (6.4), double check (6.8) If you are able to view the share on another PC but you cannot create any documents/folders: Repeat (6.4) and double check (6.8) 7) Enable TCP/IP connections on Microsoft SQL Server Express 7.1) Open SQL Server Configuration Manager by typing this into the start menu, or navigating to Configuration Tools in Microsoft SQL Server 2012 under All programs. 7.2) Enable TCP/IP by right clicking on TCP/IP and clicking on Enable. This option can be located by expanding SQL Server Network Configuration and clicking on Protocols for SQLEXPRESS.

20 7.3) Click ok on the service restart warning box. 7.4) Open the properties window by right clicking on TCP/IP and left clicking on Properties.

21 7.5) Click on IP Addresses Tab, scroll down to section IPAll and enter 1433 into the TCP Port. Click OK. 7.6) Click ok on the service restart warning box. 7.7) You must now reboot the server/pc or if you know how restart the SQL Server (SQLEXPRESS) service from within the Services.

22 7.8) You will now need to enable port 1433 for inbound connections or allow the SQL executable on the firewall. You can disable firewall as well however it is recommended this is only done as a last resort and for troubleshooting 8) Install Microsoft Management Studio Express We recommend you install SQL Server Management Studio on a PC which is not running SQL Server, this provides better diagnosis of issues but is optional. Google ssms express 2012 download or use the link below to download the installer: Select download next to ENU\x64\SQLManagementStudio_x64_ENU.exe (64-bit) or ENU\x86\SQLManagementStudio_x86_ENU.exe (32-bit). See section 2 if you need advice if your PC is 32 or 64-bit. Run this installer and select all the default options, SQL Server Management Studio is only require for setup purposes to attach the SQL database. 9) Attach Database and Create SQL User 9.1) Open SQL Server Management Studio as administrator, this can be located in the Microsoft SQL Server 2012 folder in the All programs (start menu). If this does not exist please refer to section (8). You must right click and select Run as administrator

23 9.2) You must now override the default server name.\sqlexpress to the PC/Server name. This will test that you have enabled TCP/IP communication correctly. Below you can see our server is called VDS10.

24 9.3) Right click on the SQL Server, top left of the Object Explorer and select Properties.

25 9.4) Click on Database Settings and note the Log and Data folder in the Database Default Location s. This will be needed for the next section, our example shows both set to: C:\Program Files\Microsoft SQL Server\MSSQL11.SQLEXPRESS\MSSQL\DATA\ 9.5) Download the FieldIT CRM SQL database zip file from FieldIT download site here:

26 9.6) Unzip FieldIT_Contacts_Database.zip and place both extracted files FieldIT_Contacts_Database.mdf and FieldIT_Contacts_Database_log.ldf in the relevant folders obtained from step (9.4). 9.7) Expand the SQL Server, top left of the Object Explorer and right click on Databases, left click on Attach....

27 9.8) When the Attach Database window opens, select Add... A Locate Database Files window will open, double click on FieldIT_Contacts_Database.mdf. If the file does not show, repeat/double check (9.4), (9.5) and (9.6) steps. 9.9) If you get the following error then please close SQL Server Management Studio and re-open ensuring you have followed the instructions on (9.1) by running SQL Server Management Studio as an administrator. 9.10) Please now change the database name ( Attach As column) to FieldIT_Contacts_Database. Click OK.

28 9.11) Click ok when the full-text catalogs warning box show. 9.12) Database will now show under the Databases section.

29 9.13) Expand the Security section and right click on New Login...

30 9.14) Please change the following in the General tab: Type fieldit_crm_client in the Login name. Tick SQL Server authentication. Enter a password, please note this down. Here we have used h00p. Un-tick Enforce password policy. Change Default Database to FieldIT_Contacts_Database

31 9.15) Please change the following in the User Mapping tab: Tick the Map tick box next to FieldIT_Contacts_Database. Tick db_owner in the Database role membership for FieldIT_Contacts_Database. Press OK.

32 9.16) You now should test this user works, please close SQL Server Management Studio and re-open. When it opens please select SQL Server Authentication from the Authentication dropdown, use fieldit_crm_client in the login and enter your password set in In our example the password was h00p. Press connect. If you get an error please check (9.13), (9.14) and (9.15).

33 9.17) You should now be able to expand out and view tables in database FieldIT_Contacts_Database. If you are unable to view the tables you should check sections (9.13), (9.14) and (9.15) in particular checking you set tick db_owner in the Database role membership for FieldIT_Contacts_Database in (9.15). 9.18) You can now build your SQL Server Connection string, please take note of this, it will be the following syntax: Data Source={Server};Initial Catalog={Database};User Id={sql_login};Password={password}; The example used in this guide would be: Data Source=VDS10;Initial Catalog=FieldIT_Contacts_Database;User Id=fieldit_crm_client;Password=h00p; Note: VDS10 is our machine name and would not be the same name as your PC/Server name, this will need to change for you, the remainder may be the same if you used the same values as we used in this guide.

34 10) FieldIT CRM Installation on Client PC (Repeat for every PC) 10.1) Download and run or open the software in the following link: ) Click Yes if a User Account Control prompt shows. Window may disappear while prerequisites are checked and further installers and downloaded. 10.3) Click Run.

35 10.4) Click Next three more times and the application will install. 10.5) Application is now installed.

36 10.6) Open the application by clicking on the FieldIT Manager Database icon in the FieldIT/Manager Database folder in the start menu.

37 10.7) Configure Installation Select New Installation unless repeating for subsequent users the use Connect to an existing.. Select Multiple users will be connecting into this datastore... Select Create datastore on a shared Network Drive. Press Select location and navigate to the network share created in section 6. Tick Show Advanced Installation options Click on Shared Remote Microsoft SQL Server... Paste in the URL created in section (9) e.g. Data Source=VDS10;Initial Catalog=FieldIT_Contacts_Database;User Id=fieldit_crm_client;Password=h00p; Press Continue. Installation is now complete.

38 11.1) Activate Enterprise mode Note: We recommend you contact FieldIT to verify your installation for continued support before activating Enterprise mode within the application ) While logged in as an administrator, click Tools/Settings Tab ) Next to Installation Type click Change button ) Follow the on screen prompts to activate Enterprise mode ) Close (Exit) and re-open the application. 11.2) Verify Enterprise mode ) Close (Exit) and re-open the application ) While logged in as an administrator, click Tools/Settings Tab ) Check the installation type now says Enterprise