INSTALLATION FOR THE COMMERCECENTER CRM INTEGRATION WITH OUTLOOK

Transcription

1 INSTALLATION FOR THE COMMERCECENTER CRM INTEGRATION WITH OUTLOOK To install the Outlook integration, you have to have a CD for this functionality. Log a support case on the Customer Web Site to obtain a CD. Software Requirements The following software is required to run the CRM integration: CommerceCenter version 10 or higher Microsoft Office 2000 or higher Microsoft Exchange version 5.5 or higher Windows 2000 Server or higher for Exchange Windows 2000 or XP for the Outlook client Installation The following is a set of instructions describing how to install the CommerceCenter/Microsoft Outlook integration portion of CommerceCenter s customer relationship management (CRM) functionality. You should shut down all applications prior to beginning the installation. Note that there are two ways of installing this integration. The first method is local at every workstation where you want the contact information available, and the second is on the Exchange Server, which will make the integration available to your enterprise via Exchange. Note: Setup should be on the exchange server if storing contacts publicly, setup should be local if storing contacts locally. Install MS.Net runtime 1.1 First you must install MS.Net runtime 1.1. Use the following instructions to do so: 1. Browse to the MS.Net 1.1 folder on your installation CD. 2. Double-click dotnetfx.exe to begin the installation.

2 3. Click Yes to install. The following screen appears: 4. Click OK to complete the installation. Install MDAC 2.7sp1 You need to install the MDAC 2.7sp1. Use the following instructions to complete installation of MDAC. 1. Browse to the MDAC 2.7sp1 folder on your installation CD.

3 2. Double-click mdac_typ.exe to begin the installation. The following screen appears: 3. Click I accept all of the terms of the preceding license agreement. to accept terms.

4 4. Click Next to continue the installation. 5. Click Finish to complete the installation.

5 6. Click Close. Install Integration Application 1. Browse to the Application folder on your installation CD. 2. Double-click setup.exe to begin the installation.

6 3. Click Next. 4. Select the default path, or change the path as needed. If you change the path, remember it; you will need it later in the installation. 5. If you want all the users on this computer to be able to access the integration, select Everyone. Otherwise, leave Just Me selected.

7 6. Click Next. The following window appears:

8 7. Click Close. Edit XML File You must now edit your p21config.xml file. Use the following instructions to edit the file. 1. Open p21config.xml with Notepad. The file is found by default at C:\Program Files\Prophet 21\ccOutlookInstall\. Note that you should select All Files in the Notepad Open dialog. 2. In the file, you will see the following line: <AttributeValue>server=localhost;uid=sa;pwd=x;database=CC10</At tributevalue> a. Change localhost to your CommerceCenter database server name. b. Change sa to your CommerceCenter database SQL Server administrator login, if it is not sa. c. Change x to your CommerceCenter database SQL Server administrator password. d. Change CC10 to the name of your CommerceCenter database. e. Save the file.

9 Outlook Setup You have completed installation. Now you must set up Microsoft Outlook so that the feature will be available to you in Outlook. 1. Open Microsoft Outlook. From the Tools menu, select Forms, then Choose a Form. The Choose Form dialog opens. 2. Select the User Templates in File System option in the Look In drop-down field.

10 3. Click Browse. The Go To Folder dialog opens. 4. Select File System on the Look In drop-down field. 5. In the file browser, browse to the CD-ROM drive and select the Office Form folder. It will display in the Folder Name field. 6. Click OK. You are returned to the Choose Form dialog.

11 7. Highlight the CommerceCenter Customers option and click Open. The form opens as a new contact.

12 8. From the Tools menu, select Forms, and then select Publish Form As. The Publish Form As dialog opens. 9. Enter a display name and click Publish.

13 10. From the File menu in Outlook, select New and then Folder. The Create New Folder dialog opens. Note: If you are creating a folder for use with Exchange Server, use a Public Folder. The Exchange administrator is then responsible for setting up permissions. 11. Name the folder CommerceCenter Contacts. 12. Change the Folder Contains drop-down list to Contact Items. 13. Browse to where you want to add the folder, and click OK.

14 14. Right-click your new folder and select Properties. The CommerceCenter Contacts Properties dialog opens. 15. On the Synchronization tab, select When Offline or Online under This Folder Is Available.

15 16. On the General tab, select Forms for the field When Posting to This Folder, Use. The Choose Form dialog opens. 17. Select CommerceCenter Customers and click Open. 18. Click OK. 19. Open CommerceCenter. From the Administration module, run SQL32. Log into the database with which you want to integrate, and browse to your CD-ROM. Select the root folder (the CD-ROM itself), and run the script located there (ala sql). 20. To populate the contacts, run the program ccoutlook.exe, which is located in C:\Program Files\Prophet 21\ccOutlookInstall\, or if you changed the path during installation, it will be located at the path you selected. a. The first time you run this program, it will ask you to select a folder; select the CommerceCenter Customers folder you created in Step Setup is now complete. You should schedule ccoutlook.exe to run after hours on a regular basis to ensure that your contact information is up-to-date. Note: If you have installed this as an Exchange resource in a public folder, you can enable offline synchronization by dragging and dropping the CommerceCenter Contacts folder into your Favorites folder. This allows the folder to synchronize every time you connect to Exchange.