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c360 Import Manager User Guide
Microsoft Dynamics CRM 4.0 compatible
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Table of Contents Introduction......................................................................................................................................................................3 Features........................................................................................................................................................................3 Installation and Setup.................................................................................................
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Introduction ImportManager 2008 is a powerful tool that allows mass manipulation of data inside Microsoft Dynamics CRM, with unprecedented control during both import, deletion and updating of data. With the new intuitive Office 2007 User Interface it is easy to set up complex data manipulation tasks in just a few short steps. ImportManager 2007 can do much more than just import data to Microsoft Dynamics CRM. Complex matching is possible without any prior SQL knowledge. There’s ea
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Installation and Setup The installation guide comes in two versions, a short version that simply describes the three overall steps you need to go through to install ImportManager 2008 and an in depth detailed version with screen shots and step by step guidance through the entire process. Before you commence with the actual installation, make sure you meet the requirements described in the "Requirements" chapter following this chapter.
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Finally, if you want to be able to import more than 10 lines at a time, make sure you have a license and refer to the final chapter in this section on how to deploy this license. Requirements ImportManager 2008 requires a Windows Server 2003 OS with .NET 2.0 installed. Furthermore it is important that there’s a SQL Installation present on the server and that the user has administrative rights to this installation. Refer to Appendix A for information on how to install a SQL instance.
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2. Warning. As ImportManager 2008 needs a SQL installation, you need to make sure one is present on your system. In most cases some sort of SQL instance will be installed on your PC, but if none is present, follow the steps under requirements on how to install SQL Express 2005, which can be downloaded free of charge from Microsoft. Click “OK”. 3. Welcome. In the welcome screen simply click “Next”.
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4. End-User License Agreement. Read the EULA by scrolling down. After reading and agreeing to the EULA, click the “I accept the terms in the license agreement” radio button. Click “Next”. 5. Destination Folder. ImportManager 2008 will as a default install to “C:\Program Files\CRM Extensions\ImportManager 2008\”. We recommend that you do not change this folder. Nevertheless, should you choose to do so, simply click the “Change” button. Click “Next”.
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6. Database Server. You now need to choose a database server for ImportManager 2008 to use. This server must be created prior to the installation of ImportManager 2008, as otherwise it will fail to show up in the drop down list here. When choosing connection method, it is imperative that you only choose “Windows authentication credentials of current user” if the current user has administrative rights on the chosen server! Otherwise choose “Server authentication using the Login ID and
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The installation is now ready to run, as all the necessary information has been gathered. Click “Install”. 8. Installing. Simply wait while the installation progresses. 9. Completed. The installation has been completed. Click “Finish”.
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10. Edit web.config. You need to edit the web.config file found in the root of the ImportManaegr 2008 installation (usually C:\Program Files\CRM Extensions\ImportManager 2008\web.config). Locate the “add” tag (usually on line 22) and inside the “connectionString” value, locate the part that say “Source=.;”. Change the dot to your database name, unless you simply run on the local database, which is the same. E.g. .\IM2008 would be the same as local\IM2008 11. Connect. Open a browse
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12. File Download - Security Warning. When asked what to do with the ImportManagerClientSetup.msi file, choose “Run”. Alternatively you can Download the file to a local destination and run it from there. 13. IE - Security Warning. Most likely you will receive a second security warning, where you should simply confirm that you want to run the MSI file. Click “Run”.
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14. Welcome. At the welcome screen simply click “Next”. 15. Select Installation Folder. We recommend that you keep the default destination folder, as seen in the screen below, but it is possible to change this location by clicking “Browse”. The ImportManager 2008 Client takes up only very little space, but if the amount of space concerns you, click “Disk Cost”. Choose whether to install the client for everyone or just the current user profile. Click “Next”.
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16. Confirm. Now the installer has gathered all the necessary information to install the Import Manager 2008 Client. Simply click “Next”. 17. Installing. Please wait while the installer progresses through the installation.
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18. Complete. The installation has been completed. Click “Close”. 19. Locate login information. In the browser you opened in section 10 to the address http://localhost:5544/ the information necessary to start up ImportManager 2008 was provided as seen in the screen below. Use this information in the next step.
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20. Start ImportManager 2008. To start ImportManager 2008 click the “Start” button, select “All Programs” and then “CRM Extensions” followed by the “ImportManager 2008” folder and finally “ImportManager 2008”. 21. Login. The login window as seen in the screen below will pop up after a short time. Use the information provided by the browser as depicted in step 18. To log into ImportManager 2008.
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22. Starting up/connecting. Everything will be greyed out for a spell and unless something went wrong you will be logged into ImportManager 2008 as shown in the screen in step 23. 23. Finished. ImportManager 2008 has now been started and should look like the screen below, ready to start importing.
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License Creating a Server ImportManager 2008 uses a client-server architecture and therefore the first thing you need to do, is to create a server. 1. Create Server. Click "Administration" in the top bar menu and select "Add Server". 2. Choose Server Type. Select a server type, give the server a name and optionally, give the server a short description.
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3. Connection Information. Enter the CRM server URL, as well as administrative credentials for this CRM server (Username, Password and Domain name). 4. Choose licensing method. If you have a license, choose the "Full version mode" (see the license chapter for more information on this) and if not, choose the "Evaluation mode". Click "Next".
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5. Finished. ImportManager 2008 recaps the choices you've made for the new server and if you're satisfied, click "Create" and the server will be created. Alternatively you can click "Cancel" and start over. Creating a User As an administrator, it is possible to add users and setup which servers they can connect to. Follow the procedure below to add a user and set him up to use a server. 1. Add User. Select "Administration" from the top bar and select "Add User".
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2. User Details. Fill in the necessary information for the new user as illustrated in the screen below.
