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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.

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2 - Installing a new installation

Run setup.exe from the software delivery folder and follow the setup wizard.

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Configure the Mobile CRM Server

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Deployment Options

With CWR Mobile CRM 4.0 there are several deployment and authentication options:

	AD	IFD
Same Server	X	X
Different Servers	manual steps required	X

To start configuring, start the Mobile CRM Server Configurator: Start -> Programs -> CWR Mobility -> Mobile CRM Server Configurator.

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Mobile WebServices

On the first tab you can configure the Mobile WebServices. The mobile devices will communicate with these webservices to synchronize data with CRM.

CRM Service URL: When you install CWR Mobile CRM on another server than the CRM server, you are presented with a dialog asking for the url to the CRM server when you start the configurator. This url is stored in the registry so the next time you start the tool, it will take this value from the registry.

When you install CWR Mobile CRM on the CRM server then this value will be taken from the registry key: HKLM\Software\Microsoft\MSCRM\ServerUrl

Authentication Type: When selecting IFD as the authentication type on the first tab, you will see three new textboxes appear: username, password and domain:

Here you will need to enter the IFD credentials you want to use for configuring the system. Note that these credentials are only used in this tool and not for communicating with the mobile devices or when using the Mobile Configurator inside CRM. These credentials are also not stored, you need to enter them every time you run this tool in IFD mode.

TCP Port: Enter the port on which the communication should occur (default 5556). 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: You can optionally enter an SSL port. SSL needs to be configured manually and cannot be done via this tool.

Client Updates Website: The client updates website will be installed as a virtual directory under the Mobile WebServices website. A mobile device can connect to this website to install the software.

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Mobile Configurator

On the second tab you configure the Mobile Configurator. This is a web interface that usually runs within the CRM Settings area where you can configure your CWR Mobile CRM system.

Website: The Mobile Configurator will be installed as a virtual directory under a website. When you install CWR Mobile CRM on the CRM server, this field will automatically be filled with the CRM website as defined in the registry key: HKLM\Software\Microsoft\website and will be read-only.

When you install CWR Mobile CRM on another server, then you can select a website from the list of available websites.

External Url: When you install CWR Mobile CRM on the CRM server, this field is not used. When you install it on another server, you need to enter the External Url. This url is used to update the CRM sitemap to point to the correct url to access the CWR Mobile CRM configuration.

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Config Database

CWR Mobile CRM supports multi-tenancy like Microsoft Dynamics CRM does. Information about the different organizations is stored in a Configuration Database. On the third tab you install the configuration database.

Organization Database

On the fourth tab you can setup an organization. A database will be created for the organization that you configure.

SQL Server: You can select from a list of available sql servers where you want to install the configuration database. If, for any reason, a sql server doesn't appear in the list and you know it is in fact available, then you can enter the name of the sql server yourself.

Organization: You can select an organization from the list of available organization on your CRM server. The list of organizations is retrieved using the CRM DiscoveryService so you need to be connecting to CRM as a CRM Administrator (either as a logged on user for AD or with the IFD credentials set on the first tab).

License File: You need to provide the license file that was sent to you.

Modify Sitemap: Here you can indicate whether you want to modify the CRM sitemap and make the Mobile Configurator available in the CRM Settings area, or not. If you choose to do so, it will use the External Url value that you entered on the Configurator tab to point to the Mobile Configurator.

After the initial setup, you can run this tool again. If everything is installed correctly the other tabs should be disabled. However, the Organization Database tab is still enabled and you can configure another organization.

When you click Next and then Finish on the Summary tab, the system configuration will start.

All actions, and possible errors that occur, will be logged in a log file called <date>_Configurator.log in the c:\program files\CWR Mobility\Mobile CRM Server\Logs folder.

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Different Servers - AD

Installing CWR Mobile CRM on a different server than CRM using AD authentication requires a number of manual steps.

TBD

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3 - Upgrading from version 1.2

For upgrading a 1.2 installation, follow these steps:

Uninstall 1.2 and remove everything EXCEPT the database, i.e.
1. Uninstall CWR Mobile CRM using Control Panel -> Add or Remove Programs.
2. Delete the CWR Mobile CRM website from IIS.
3. Delete the CWRMobileConfig virtual directory from IIS.
4. Make a backup of your 1.2 database.
Install CWR Mobile CRM 4 using the sections mentioned above.

When you come to the fourth tab Organization database select Upgrade existing 1.2 database.

In the field Existing Database you then need to enter the name of your existing 1.2 database. This database will then be renamed to the new 4.0 convention <organization>_CWRMOBILECRM and the contents will be converted to the new 4.0 format.

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4 - Verifying your installation

There are a couple of areas where you can verify the correctness of your installation:

Configuration: In CRM 4.0 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.asmx

This 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.

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5 - Mobile CRM Client Installation

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Installation Overview

The Mobile CRM Client installation consists out of 3steps:

Installation of Client software
Initializing the client environment
Synchronizing the initial data

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Install Client Software (from Desktop)

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.

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Install Client Software (from PDA)

1. Make sure your PDA is connected to a network.
2. In Pocket Internet Explorer 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 PDA Install.
4. The Installer will install the .Net Compact Framework, SQL Server Mobile and the Mobile CRM Client.

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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 6 and 7 on how to setup profiles and users and then continue here. Or read the Implementation Guide for detailed information.

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. Jeffry van de Vuurst, 2008/06/18 15:49 NOTE: On this screen you will also need to enter the unique name of your organization. Screenshot will be updated soon.

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.

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Initial Sync

After (a successful) initialization CWR Mobile CRM will start automatically in a 'Sync' Modus. Jeffry van de Vuurst, 2008/06/18 15:55 TODO: Add Sync image here. You need to sync at least once for the application to work. Select 'Start Sync' from the left menu.
After the Sync, you are ready to use CWR Mobile CRM.

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6 - Import Profiles

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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

Jeffry van de Vuurst, 2008/06/01 23:18 The Service profile hasn't been updated for v4 yet, but will be soon.

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.

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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:

These profiles can be found in the downloads section of the CWR Mobility website.

5. Click on OK to import the Profile.

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7 - Setup Users

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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.

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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.

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Cleaning up an installation

If you want to completely clean up an installation, there's several steps you need to perform:

Uninstall CWR Mobile CRM using Control Panel -> Add or Remove Programs.
1. If files are added to the installation folder (default at c:\Program Files\CWR Mobility\Mobile CRM Server) after the initial setup, e.g. log files, then the installation folder will still exist after you uninstall it. You can manually remove this folder.
Delete the following registry key: HKLM\Software\CWR Mobility\CWR Mobile CRM.
Delete the CWR Mobile CRM website from IIS.
Delete the CWRMobileConfig virtual directory from IIS.
1. If you installed it on the CRM server, then this virtual directory will be placed under the Microsoft Dynamics CRM website.
2. If you installed it on another server, then you had the option to install it under any website, so you need to look up that website.
Delete the CWRAppPool Application pool from IIS.
Delete the CWRMOBILECRM_CONFIG database.
Delete all <organization>_CWRMOBILECRM databases.
1. An <organization>_CWRMOBILECRM database is created for every CRM organization that you've configured.
Remove the CWR Mobile CRM menu entry from the CRM sitemap.
1. Export the sitemap.
2. Remove the SubArea with id="nav_cwrmobilecrm" from the sitemap xml.
3. Import the updated sitemap.

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