This page is a Draft, its content is not complete and might contain errors.
This article applies to:
- CWR Mobile CRM 1.2
- Microsoft Dynamics CRM 3.0
1 - Mobile CRM Server Installation
Edit Installation Overview
The Mobile CRM Server installation consists out of 3 major components:
- Mobile CRM WebServices
- Mobile CRM Configurator
- Mobile CRM Updates website
Installing the system consists out of the following steps:
- Install binary files via setup wizard
- Configure the Mobile CRM Server.
- Follow additional manual steps
These steps should be followed in order.
Prerequisites:
Important: The user account you use for the installation should have the rights to create a SQL Server database and should also be in the CRM System Administrator role. So, preferably use the same user account that you used to install CRM. This user should have the necessary privileges.
Edit Prerequisites
The Mobile CRM Server needs to be installed on the same server as Dynamics CRM 3.0.
It requires:
- Windows Server 2003
- .Net Framework 2.0
- SQL Server 2000 or SQL Server 2005
- Internet Information Server 6.0
- A working version of Microsoft Dynamics CRM 3.0
Edit 2 - Installing a new installation
Run setup.exe from the software delivery. Follow the setup wizard.
Edit Configure the Mobile CRM Server
Start the Mobile CRM Server Configurator: Start
-> Programs -> CWR Mobility -> Mobile CRM Server Configurator.
Edit Creating the Databases
CWR Mobile CRM requires the creation of 1 SQL Server Database.
The database will be created automatically if you supply the right information in the Database tab of the Mobile CRM
Server Configurator.
SQL Script: The SQL Script can be found at:
%Installation Folder%\Database\1.2.0.0_full.sqlSQL Server: Enter the name of your SQL Server.
Database Name: Enter the name of the database that will be created.
Use Integrated Security: deselect if you want to use SQL Security.
User ID: SQL Username
Password: SQL Password
Edit Installing the Mobile Web Services
The Mobile Web Services is the server side communication module of CWR Mobile CRM.
TCP Port: Enter the port on which the communication should occur. This
server should be available to the Mobile Devices over this port. So this port
should be enabled on your firewall or router.
SSL Port: SSL needs to be configured manually and cannot be done via this
tool.
Edit Installing the Configuration website
The configuration of the Mobile CRM client can be done via CRM.
TCP Port: The port on which the Configuration website will listen.
Modify CRM Sitemap: Integrate the Configurator in Dynamics CRM.
CRM Service URL: The URL of your CRM Server and the Services.
Edit Installing the Updates website
During the installation of the Web Services
this Configurator will automatically install an ‘updates’ virtual directory
that contains the latest client installers.
The physical folder is located at:
%installation folder%\updates Any new releases of the client need to be installed in this folder for distribution to the clients.
This folder can be reached via your internet browser at
http://yourcrmserver:5556/cwrupdates where 5556 is the port used at the Web Services section.
Edit Additional Steps
Edit Install License file.
Copy the supplied License.lic file into the
WebServices folder. Normally
C:\Program Files\CWR Mobility\Mobile CRM
Server\WebServices.
Edit Verifying your installation
There are a couple of areas where you can verify the correctness of your installation:
Configuration:
In CRM 3.0 select the Settings Area. This should show the ‘CWR Mobile CRM’-menu option.
Select the option. This should bring you to the Mobile CRM Configurator screen.
The WebServices:
Go to
http://servername:5556/mobileservice.asmxThis should show you a list of the methods of the Mobile Service.
The first part http://servername:5556 is also the url that you need to enter when initializing the mobile client. So make sure that you can access this url from your mobile device!The Updates:
Go to:
http://servername:5556/cwrupdates/This should show you the website where you can download the latest client software.
Edit 3 - Upgrading from version 1.1
Due to some minor changes in the installation process, we are not able to automatically upgrade your existing 1.1 environment to version 1.2.
If you follow the next steps carefully you will be able to upgrade your current configuration without loss of data.
Edit Backup your current installation
Before starting the upgrade process, please
make a backup of the following:
- Mobile CRM Database
- Mobile CRM directory
- License.lic file
Edit Uninstall and remove version 1.1
- Uninstall version 1.1 from the Add/Remove Programs
- Delete the Mobile CRM Server folder from \Program Files\CWR Mobility
Edit Install version 1.2
Run setup.exe from the software delivery folder. Follow the setup wizard.
Edit Configure the Mobile CRM Server
Start the Mobile CRM Server Configurator:
Start -> Programs -> CWR Mobility -> Mobile CRM Server Configurator.
Edit Upgrading your existing database
CWR Mobile CRM requires you to upgrade your version 1.1 database to version 1.2.
The database will be upgraded automatically
if you supply the right information in the Database tab of the Mobile CRM
Server Configurator.
SQL Script: The SQL Script can be found at:
%Installation Folder%\Database\1.2.0.0_update.sql
SQL Server: Enter the name of your SQL Server.
Database Name: Enter the name of the database that will be upgraded.
Use Integrated Security: deselect if you want to use SQL Security.
User ID: SQL Username
Password: SQL Password
Edit Installing/updating the Mobile Web Services
The Mobile Web Services is the server side communication module of CWR Mobile CRM.
TCP Port: Enter the port on which the communication should occur. This
server should be available to the Mobile Devices over this port. So this port
should be enabled on your firewall or router.
SSL Port: SSL needs to be configured manually and cannot be done via this tool.
Edit Installing/updating the Configuration website
The configuration of the Mobile CRM client can be done via CRM.
TCP Port: The port on which the Configuration website will listen.
Modify CRM Sitemap: Integrate the Configurator in Dynamics CRM.
CRM Service URL: The URL of your CRM Server and the Services.
Edit Installing the Updates website
During the installation of the Web Services
this Configurator will automatically update the ‘updates’ virtual directory with
the latest client installers.
The physical folder is located at:
%installation folder%\updates Any new releases of the client need to be
installed in this folder for distribution to the clients.
This folder can be reached via your internet browser at
http://yourcrmserver:5556/cwrupdates where 5556 is the port used at the Web Services section.
EditEdit 4 - Mobile CRM Client Installation
Edit Installation Overview
The Mobile CRM Client installation consists out of 3steps:
- Installation of Client software
- Initializing the client environment
- Synchronizing the initial data
Edit Install Client Software
1. Insert your PDA in the Docking Cradle.
2. Go to
http://servername:5556/cwrupdates/ (where servername is the name of the CRM server and 5556 is the port that you have selected during the configuration of the WebServices).
3. Download and run the
Full Desktop Install.
4. Click on Deploy to install the mobile client on your PDA
Note: If you get the message that the installer was unable to start installation on your PDA, open File Explorer on your PDA en start the file /Temp/CWRPDAInstaller.exe
5. The Installer will install the .Net Compact Framework, SQL Server Mobile and the Mobile CRM Client.
6. Follow the instructions on your PDA.
Edit Initialization of the Mobile Client
IMPORTANT: Before initializing your mobile client you need to setup your
profiles and mobile users on the server. Failing to do this before initializing
the mobile client will result in an error “This user is not a Mobile User”.
Please first refer to chapters 5 and 6 on how to setup profiles and users and
then continue here.
1. Start CWR Mobile CRM on your PDA (Programs -> CWR Mobile CRM). The application will tell you that it needs to be initialized.
2. Go through the initialization wizard. The mobile webservice url is depending on your installation:
http://servername:5556/
3. Enter Network Credentials of the mobile user.
4. Enter the location for the database.
This can be in your My Documents folder, or on a CF/SD card.
5. The application will now start initializing.
Edit Initial Sync
- After (a successful) initialization Mobile CRM will start automatically in a ‘Sync’ Modus. You need to sync at least once for the application to work. Go to the ‘Sync’ tab and select ‘Start Sync’.
- After the Sync, you are ready to use Mobile CRM.
Edit 5 - Import Profiles
Edit Profiles Overview
CWR Mobile CRM comes out of the box with 2 default profiles:
- A default Sales Profile designed for using ‘sales’ functionality from CRM
- A default Service Profile designed for using ‘service’ functionality from CRM
These profiles can be used as they are, or can be used as a template to start defining your own functionality.
The next section will explain how to load a default profile.
Edit Import a default profile
1. Open Dynamics CRM and navigate to Settings -> CWR Mobile CRM.
2. Select the Profiles option:
3. Select Import:
4. Enter a name for the profile and select the profile file to import:
The default Sales and Service profile can be found in the distribution of CWR Mobile CRM.
5. Click on OK to import the Profile.
Edit 6 - Setup Users
Edit Users Overview
In CWR Mobile CRM users are CRM Users that are associated to a Profile.
The next section will explain how to set up a user in CWR Mobile CRM.
Edit Add a user
1. Open Dynamics CRM and navigate to Settings -> CWR Mobile CRM.
2. Select the Users option:
3. Select Add:
4. Select the User and the Profile:
5. Select OK. The user is now ready to use CWR Mobile CRM.