Migration Instructions for MS Dynamics CRM

Transcription

1 USER MANUAL Migration Instructions for MS Dynamics CRM e-con To-Increase BV

2 Document Information Title Migration Instructions for MS Dynamics CRM Subject e-con 2012 Version Status Solution Product Category User Manual Author Marijn van Poelje Copyright To-Increase e-con Solutions. All rights reserved. The information in this document is subject to change without notice. No part of this document may be reproduced, stored or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of To-Increase e-con Solutions B.V. To-Increase e-con Solutions B.V. assumes no liability for any damages incurred, directly or indirectly, from any errors, omissions or discrepancies between the software and the information contained in this document Document Information 1

3 Table of Contents Document Information... 1 Table of Contents Introduction Prerequisites Licenses Installation Migration instructions Introduction Before installation Uninstall of the CRM&More e-con integration Remove double domains Installation After installation e-con Settings CRM Settings Build all models Model compatibility issues... 6 Process Task Model compatibility issues only when running Silverlight... 7 Table of Contents 2

4 1. Introduction This document describes the prerequisites and steps required when migrating from e-con 4.x for MS Dynamics CRM to e-con 2012 for MS Dynamics CRM. The first section describes the prerequisites and the second section describes the migration steps in detail. Introduction 3

5 2. Prerequisites This chapter describes the prerequisites for the migration to e-con 2012 for MS Dynamics CRM. 2.1 Licenses Before installing and migrating to e-con 2012 the e-con license needs to be updated to run this version. To update your license send an to with the request for updating the e-con license to version e-con Include the actual e-con license as well. The e-con license can be exported from the e-con studio. Open the e-con studio, select tools export license and select the location for saving the license. Attach this file to the . There are not any costs involved. 2.2 Installation e-con 2012 can run side by side with other e-con versions at a server. Therefore it s not needed to uninstall any version of e-con prior to installing e-con This also implies a test environment can run on e-con 2012 while the live environment is still running on your current version of e-con. More information about installing the e-con 2012 server and studio software can be found in the e- Con 2012 Installation manual. The e-con MS Dynamics CRM Integration - Installation and User Manual describes the installation and setup of the Dynamics CRM integration in detail. Prerequisites 4

6 3. Migration instructions 3.1 Introduction This chapter describes migration steps needed prior to installing e-con 2012 as well as steps to take after installation including eventually required model changes. 3.2 Before installation Steps needed prior to installing e-con 2012 are described in this section Uninstall of the CRM&More e-con integration Prior to installing the e-con 2012 CRM integration the current CRM&More e-con integration needs to be installed. Just go to control panel uninstall a program, select the CRM&More e-con integration program and click on uninstall Remove double domains In e-con 2012 the caching of the Studio Domains is improved. As a result it s no longer allowed to have and use domains with same Id s. Prior to upgrade to e-con 2012 remove these duplicate domains within the e-con studio. 3.3 Installation Follow the instructions as described in the installation manuals, e-con 2012 Installation manual and e-con MS Dynamics CRM Integration - Installation and User Manual. Also update the e- Con CRM integration by importing the e-con CRM integration solution AND the econsolutions_integration_2_0_1_2 solution into Microsoft Dynamics CRM. 3.4 After installation e-con Settings Make sure all environment specific settings, as they exists in the e-con 4.2 environment, are added in the new e-con 2012 environment Add ;nativesvc=sqlservice.svc the the SQL Connection String. (Data.SQL.ConnectionString) CRM Settings Change the e-con settings in CRM to match the e-con 2012 requirements. Change the e-con Version setting to 2012 Migration instructions 5

7 When you want to run the e-con Silverlight User Interface you also need to change the e-con URL and select a theme. For running Silverlight last part of the url must be changed from econenginehtml.aspx to econslpage.html. Example URL s: Running IIS: Running Silverlight: Silverlight also allows you to select a theme for the User Interface. Most logic choice is to select the crm theme here Build all models After installation all models needs to be build in order to update the model dlls and also to create the model client dlls required by Silverlight Model compatibility issues Process Task For consistency reasons the process task is no longer performing an exit after processing the configuration. Instead a new task is available the econ.ui.tasks.processandexittask which is processing and exiting e-con. Only when the econ.ui.tasks.processtask is used in your model, typically when custom buttons are used instead of the standard buttons, the econ.ui.tasks.processtask must be replaced with the econ.ui.tasks.processandexittask. Migration instructions 6

8 3.4.5 Model compatibility issues only when running Silverlight Format of pictures The Silverlight e-con 2012 user interface only supports pictures of the formats png and jpg. When other formats of pictures are used in the e-con models, these pictures need to be converted to the png or jpg format. Also make sure the correct format is specified in the models itself, either in the structure or rules. Model help Model help is currently not implemented for the Silverlight client. The functionality will become available for e-con 2012 Silverlight early Till then simply deactivate the help reference in your model. Visualization Real-time visualization, using the functions of the econ.visualization.functions and outputting SVG format picture is not supported for the Silverlight client. This functionality or equal functionality will become available in e-con 2012 R2. Print of documents In e-con 4.2 very often the econprintreport.aspx page is used to generate and open document. Example: = "econprintreport.aspx?key=" & EngineKey() & "&report=" & "OfferteDeur-" & Language &".xml" & "&reportversion=" & "1" & "&content=" & "application/msword" This aspx page is not supported in Silverlight. Instead the print task must be used. Example: local string File = Replace(OutputFolder; "\\"; "/") + "/" + EngineKey() + ".doc"; Buttons.Print@default = "task:econ.ui.tasks.printtask:'quotedocument','1.0.0','" & File & "','en- US',true task:econ.ui.tasks.startfile:'" & File & "'" Function GetHTMLImages Obviously this function is not supported for the Silverlight client. Similar function for capturing pictures presented in the Silverlight client User Interface is currently not available. Migration instructions 7