Broadlook CRM Suite Requirements Guide

Transcription

1 Broadlook CRM Suite Requirements Guide Version 1.7 Broadlook Technologies broadlook.com

2 Revision History 1.7 9/26/2012 Alex Kazansky Logo updated 1.6 8/20/2012 Alex Kazansky CRM Profiler requirements updated (wpstorage) 1.5 5/29/2012 Alex Kazansky CRM Profiler and CRM Shield for CRM 2011 descriptions updated 1.4 2/15/2012 Alex Kazansky Self-signed SSL certificate issue note added Firewall list of exceptions added /20/2011 Alex Kazansky Broadlook Profiler Worker role changed /11/2011 Alex Kazansky CRM 2011 On-Premise requirements added /29/2011 Alex Kazansky Security Roles description added CRM Shield and CRM ContactCapture descriptions added /22/2011 Alex Kazansky Initial version drafted (CRM Profiler only) Contents History... 2 CRM Profiler... 3 Requirements... 3 Microsoft Dynamics CRM 4.0 On-Premise... 3 Microsoft Dynamics CRM 2011 Online... 3 Microsoft Dynamics CRM 2011 On-Premise... 3 System footprint... 4 Security Roles... 6 Broadlook Profiler Worker... 6 Broadlook Profiler User... 9 CRM Shield CRM ContactCapture... 13

3 CRM Profiler Requirements Microsoft Dynamics CRM 4.0 On-Premise IFD (Internet Facing Deployment) should be enabled URL to access the system CRM user (name and password) CRM Organization Unique name Remote access to the computer on the same domain network as CRM server during the installation. (CRMShield plugin is installed using Plugin Registration Tool by Microsoft.) SSL Certificate (if any) cannot be self-signed Firewall should allow access from the CRM Server to the following URLs: o o o o o o o o Microsoft Dynamics CRM 2011 Online Windows Live ID and password URL to access the system CRM Organization Unique name Microsoft Dynamics CRM 2011 On-Premise IFD (Internet Facing Deployment) should be enabled AD FS 2.0 should be installed URL to access the system CRM user (name and password) CRM Organization Unique name Remote access to the computer on the same domain network as CRM server during the installation. (CRMShield plugin is installed using Plugin Registration Tool by Microsoft.) SSL Certificate (if any) cannot be self-signed Firewall should allow access from the CRM Server to the following URLs: o o

4 o o o o o o System footprint Custom Entities o blt_profilerlead o blt_profilercompany o blt_profilercompanyrun o blt_profilerplan o blt_profilerplanrun o blt_profilerworker o blt_profilercontext [obsolete] o blt_urllookuprequest o blt_urllookupresult System Entities o Account blt_profilercompanyid field Account to Profiler Company 1:N relationship Account to Profiler Lead 1:N relationship Profiler Company to Account N:1 relationship Broadlook Profiler section on the Main form Profile Website ribbon button Lookup Website ribbon button o Contact blt_profilercompanyid field Contact to Profiler Lead 1:N relationship Profiler Company to Contact N:1 relationship Broadlook Profiler section on the Main form Profile Website ribbon button Lookup Website ribbon button o Lead blt_profilercompanyid field Lead to Profiler Lead 1:N relationship Profiler Company to Lead N:1 relationship Broadlook Profiler section on the Main form

5 o Profile Website ribbon button Lookup Website ribbon button User blt_defaultprofilerplanid field blt_profilersettings field Profiler Plan to User N:1 relationship Workflows ( Profiler XXX ). Workflows are optional and may change based on customer s needs. o Profiler Company o Profile All Companies in Plan o Convert to Lead o Convert to Contact Security Roles ( Broadlook Profiler XXX ) o Broadlook Profiler Worker (for software access) o Broadlook Profiler User o Broadlook Profiler Demo User (for read-only access to CRM Profiler data) Relationships with System Entities Account, Contact, Lead, System User Plug-in Assembly Broadlook navigation area in CRM interface The installation package for CRM 2011 is a Managed Solution.

6 Security Roles Broadlook Profiler Worker

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9 Broadlook Profiler User

10 CRM Shield Microsoft Dynamics CRM 4.0 Installs as a plugin for CRM Gets executed on Update and on Create for Leads, Accounts, and Contacts Uses XML string in Unsecured Configuration <Settings> <SchemaOwnerUID>XXXXX</SchemaOwnerUID> <Enabled>true</Enabled> <Debug>false</Debug> <Schema></Schema> </Settings> Speed could be improved by storing normalization schema in the configuration string Debug is only for On-Premise installation it writes debug information into the Event Log of the server

11 Microsoft Dynamics CRM 2011 The solution included entities, workflows, web resources and plugins System footprint Custom Entities ( blt_profilerxxx ) o blt_correction

12 System Entities o Account blt_crmshieldid field blt_account_blt_correction 1:N relationship o Contact blt_crmshieldid field blt_contact_blt_correction 1:N relationship o Lead blt_crmshieldid field blt_lead_blt_correction 1:N relationship Workflows o Broadlook CRM Shield: Clean all fields [Account entity] o Broadlook CRM Shield: Clean all fields [Contact entity] o Broadlook CRM Shield: Clean all fields [Lead entity] Security Roles o Broadlook Shield User (allows access to Correction entity) Plug-in Assembly. It handles create and update messages on Account, Contact, and Lead. Site Map o Group CRM Shield is created in Broadlook Tools area (under Workplace area) Read-only CRM Shield settings screen (#1) Video Tutorial (#2) Link to the CRM Suite Administration Portal (#3) where the CRM Shield settings can be edited.

13 CRM Contact Capture Microsoft Dynamics CRM 4.0 Essentially is an IFRAME in your CRM interface to Broadlook web page Uses the Broadlook Profiler Worker security role to write information into CRM