DocumentsCorePack Client
DocumentsCorePack Client
for MS CRM 2013
Version 6.52
June 2015
Client Installation Guide
(How to install and configure DocumentsCorePack Client for MS CRM 2013)
The content of this document is subject to change without notice.
“Microsoft”
and
“Microsoft
CRM”
are
registered
trademarks
of
Microsoft
All other product- and company names mentioned are trademarks of their respectful owners.
Inc.
Client Installation Guide
Table of Contents
1
COMMON INFORMATION ........................................................................................................3
1.1
Intended Audience ..........................................................................................................................................................3
2
LICENSE .............................................................................................................................................3
3
PREREQUISITES ..............................................................................................................................3
3.1
Microsoft .NET Framework 4.0 RTM is required ..................................................................................................3
3.2
Supported CRM Versions ..............................................................................................................................................3
3.3
Windows Identity Foundation .....................................................................................................................................3
3.4
Supported Operating Systems....................................................................................................................................4
3.5
Supported Word Versions ............................................................................................................................................4
4
INTRODUCTION .............................................................................................................................4
5
INSTALLATION CLIENT COMPONENT ...................................................................................5
5.1
Installing the DocumentsCorePack Client ..............................................................................................................5
5.2
End User License Agreement (EULA) ........................................................................................................................6
5.3
Select the installation folder ........................................................................................................................................7
5.4
Configure CRM Server ....................................................................................................................................................8
5.5
Finish .....................................................................................................................................................................................9
5.6
The “www.mscrm-addons.com”-tab...................................................................................................................... 10
5.7
Installation on a Terminal Server / Windows Server 2008 ............................................................................ 10
5.8
Installation on a Terminal Server for CRM Online ............................................................................................ 14
5.9
Unattended Setup DocumentsCorePack Client for MS CRM 2013 ........................................................... 19
6
UNINSTALL DOCUMENTSCOREPACK CLIENT COMPONENT .................................... 20
7
CONTACT ...................................................................................................................................... 21
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Client Installation Guide
1
Common Information
Before installing DocumentsCorePack Client for MS CRM 2013, please read this document and
follow the steps carefully.
This setup contains all installations and configuration needed for using DocumentsCorePack Client.
1.1
Intended Audience
This guide is intended for system administrators who are familiar with the following administrative
tasks:
 Maintaining and configuring SQL Server databases
 Maintaining and configuring IIS based Web Sites / Applications
 Maintaining and configuring a Microsoft CRM Server
The installation consists of the following steps:
Follow each of the steps to complete the installation:
 Installing DocumentsCorePack Client for MS CRM 2013
 Configuring DocumentsCorePack Client for MS CRM 2013
2
License
The product comes with a 14-day trial license. Information about licensing can be found on
www.mscrm-addons.com
3
Prerequisites
3.1
Microsoft .NET Framework 4.0 RTM is required
The RTM version of Microsoft .NET Framework 4.0 is required.
3.2
Supported CRM Versions
 Microsoft Dynamics CRM 2013 RTM On Premise
 Microsoft Dynamics CRM 2013 RTW Online
 Microsoft Dynamics Hosted (IFD)
3.3
Windows Identity Foundation
The Windows Identity Foundation is included in the setup and will be installed as part of the
DocumentsCorePack Server Installation.
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3.4






3.5




4
Supported Operating Systems
Windows 7 32/64bit
Windows 8 32/64bit
Windows Vista 32/64bit
Windows Server 2008 32/64bit
Windows Server 2008 R2 32/64bit
Windows Server 2012 32/64bit
Supported Word Versions
Word 2003
Word 2007
Word 2010 32/64bit
Word 2013 32/64bit
Introduction
You could install the DocumentsCorePack Client on every supported operating system which is able to
connect to your CRM 2013 server. During the installation you have to specify at least one organization
in which the DocumentsCorePack Client will be installed.
Possible Installation Scenarios:
1. Install directly on a CRM 2013 On-Premise Server
You could install the DCP Server directly on a CRM 2013 On-Premise installation. By doing
so, you will have full functionality like File Explorer- or SharePoint-integration. When you
specify an On-Premise Connection Profile, you have to run the setup on the CRM server.
2. Install for CRM Online
When you want to use CRM Online, you could install DCP on every supported operating
system. You have to specify a valid CRM Online profile. In that case you have limited
functionality of the DocumentsCorePack Server. You could not use the following features:
a. SharePoint Folder and Site integration
b. File Explorer integration
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5
Installation Client Component
This chapter explains how to install the client component.
5.1
Installing the DocumentsCorePack Client
IMPORTANT Before installing the components:
1. Close all Office products (MS Word, MS Outlook...)
2. Be sure that the machine is online to the MS CRM server.
To ensure that Word and Outlook are not running, start the Windows Task manager and check that
WINWORD.EXE and OUTLOOK.EXE are not running in the processes list.
Install the component on the client:
Run the “DocumentsCorePack Client for MS CRM 2013.exe” setup file.
You will see following window:
Click [Next >] to continue.
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5.2
End User License Agreement (EULA)
Accept the license agreement and click [Next >].
Following window appears:
If this is a new installation you will automatically get to chapter 10.3.
Click on [Install] to start the installation.
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NOTE: for the case that an old DocumentsCorePack Client is currently in use on the same server you
will see following window:
Click on [OK] to continue.
5.3
Select the installation folder
Select the installation folder and click [Next >].
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5.4
Configure CRM Server
Next you have to configure your CRM server, select your profile or create a new profile and select your
CRM Server type:
To configure your CRM server, select your profile or create a new profile and select your CRM Server
type. Choose the server path and add your login credentials by filling in the field’s username, password
and domain or choose the default credentials. Click on [Retrieve all Organizations], as soon as the
organizations are retrieved, choose one and press the “OK”-button. (See next screenshot).
For DocumentsCorePack, the IFD setup is only required when using FileExplorer or SharePoint Folder
and Sites Integration. You have to install IFD before you can use it. You can find the IFD wizard here:
http://www.mscrmaddons.com/Downloads/DownloadIFDToolforMSCRM2011/tabid/195/ctl/Login/lang
uage/enUS/Default.aspx?returnurl=%2fDownloads%2fDownloadIFDToolforMSCRM2011%2ftabid%2f1
95%2fDefault.aspx
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Click [OK] to continue.
5.5
Finish
The installation is now completed. Click on [Finish].
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5.6
The “www.mscrm-addons.com”-tab
Once having finished the installation, go to your MS Word and you will see the www.mscrmaddons.com-tab on the ribbon. See next screenshot:
The www.mscrm-addons.com – tab contains several options, like create a template with the “Insert
MailMerge Fields”-option, “Create CRM Activity” or to send the document as a .pdf. Click on the
www.mscrm-addons.com sign.
Here you can, e.g. save your document back to the specific SharePoint folder related to the CRMrecord. Or send your Document directly by clicking on the “Send as”-button. For more information,
please read our DocumentsCorePack Client User Guide.
5.7
Installation on a Terminal Server / Windows Server 2008
To install DocumentsCorePack on a terminal server, you have to open the Control Panel and then the
Add/Remove Programs-option. Click on the „Add new programs“-button. Now click on the „CD or
floppy disc“-button to open the installation wizard and chose the DCP setup file. Finally, you have to
click on [Finish] to start the installation.
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You will see following window:
Click [Next] to continue.
Following window appears:
Accept the End User License Agreement (EULA) and click [Next >] to continue.
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Select Installation folder.
Click [Next >] to continue.
Next, confirm the installation:
Click [Install] to continue.
In the connection-dialog, you have to enter the CRM server-name with the port.
(e.g.: servername : crm, port : 5555)
When installing on a terminal server, you have to change the “Login Credentials”. Uncheck the “Use
default Credentials” and enter a valid username, domain and password.
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IMPORTANT: Finally, you have to change a registry entry to use integrated security.
Start > Run > „regedit“ and browse to “HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDVSysteme\ and
choose the configured profile (you can see the profile used in the HKLM\SOFTWARE\PTM EDV
Systeme\DocumentsCorePackclient2011\ActiveProfileSetting)
The regarding entry is called „CrmUseIntegratedSecurity“. Change the value to „true“.
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5.8
Installation on a Terminal Server for CRM Online
When installing DocumentsCorePack on a terminal server for CRM Online, you have to provide
your “Login Credentials” for the initial installation. Enter a valid Username, and Password (see next
screenshot).
Now you have to modify the registry so other users are able to create a connection with their own
login credentials easily when they start using DocumentsCorePack for the first time on the Terminal
Server.
[more]…
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1) First of all, please run „regedit“ in the Start Pane (see next screenshot)
Screenshot shows “regedit” in the Start Pane.
Now browse to “HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDVSysteme\" and choose the configured
profile
(you
can
see
the
profile
used
in
the
"HKLM\SOFTWARE\PTM
EDV
Systeme\DocumentsCorePackclient2011\ActiveProfileSetting") (see next screenshot)
Dependent
on
the
architecture of
your
server
(x86
or
x64) the
location
may
vary “HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\PTM EDVSysteme\". If this node is present
please also perfrom the following modification for these registry keys.
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2) Next, select the correct profile and search for the CrmUserName key (see next screenshot).
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Client Installation Guide
3) Now
change
the
existing
key
from
your
actual
username
to
e.g.
“EnterYourUsername@mw.onmicrosoft.com”. It is important that the domain is still the same as for
your login (see next screenshot)
After his step your new profile should look like this:
Screenshot shows new string.
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That is all you need to do. If a different user logs on for the first time on the server, he will be
presented this dialog, as soon as he tries to use DocumentsCorePack and can enter their user specific
credentials. (See next screenshot)
Screenshot shows dialog which appears when a different user logs in for the first time on a terminal
server using DCP.
ATTENTION: These steps will only work, if the actual users do not have an actual profile yet, which is
only the case on initial installation.
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5.9
Unattended Setup DocumentsCorePack Client for MS CRM 2013
To install the DocumentsCorePack Client for MS CRM 2013 unattended, you need to supply a registry
file with the required registry settings. The unattended install is available for the DocumentsCorePack
Client Version 5.18 and above.
ATTENTION! The Microsoft Windows Identity Foundation software MUST be present previous to the
installation or the installation will fail.
Download the uai-Template.reg (1.18 kb)
This is a blank registry file containing all required keys. You need to replace the following tags with
your actual CRM data:
[YOURCRMSERVER:PORT] : The URL of the CRM server without any protocol information, e.g.
crm:5555.
[UNIQUEORGANISATIONNAME] : The unique name of the organization you want to connect to.
OrganisationFriendlyName contains the organization name and also influences the name of the
RibbonToolbar in Mirosoft Word. While not vital, it should be changed to reflect the correct
organisation name.
>If your discoveryservice is using https (usually, it is the same protocol as your CRM), the entry
HttpsDiscovery needs to be set to "true".
You can then launch the setup with the prepared registry file - similar to the batch file launch.bat
(116.00 bytes)
"[DocumentsCorePackInstallFolderAndFile]" /V"/qb /lvx* C:\instlog.txt
UAIREGFILE=[RegFileLocation]\uai-template.reg"
The tags [DocumentsCorePackInstallFolderAndFile] need to point to the correct
installation source folder and filename.
[RegFileLocation] needs to point to the folder of the prepared registryfile. If you changed the registry
filename, you need to adapt this change in the command as well.
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Client Installation Guide
6
Uninstall DocumentsCorePack Client Component
In order to uninstall DocumentsCorePack Client for MS CRM 2013 select “Programs and Features” in
the Control Panel.
Search for the DocumentsCorePack Client CRM 2013 in “Uninstall or change a program” and click on
“Uninstall”
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Client Installation Guide
Following window appears:
Click on [Yes] to confirm Uninstall.
Click on [No] to stop the process.
7
Contact
If you have questions to the product send an email to
support@mscrm-addons.com
or visit our blog
http://blogs.mscrm-addons.com
PTM EDV-Systeme GmbH
Bahnhofgürtel 59
A-8020 Graz, Austria
Tel US +1 404.720.6066
Tel Austria +43 316 680-880-0
Fax +43 316 680-880-25
www.ptm-edv.at
www.mscrm-addons.com
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