Chapter
1
Implementation Checklist
This chapter outlines the tasks you must complete to implement Infor CRM. These tasks are designed to help you organize and make decisions regarding your Infor CRM implementation. Any tasks that are recommended, but not required, are designated as ‘optional’.
If you are implementing Infor CRM for the first time, read each chapter thoroughly to ensure you have correctly completed the necessary steps.
If you are upgrading from a previous version, do not use this document. Refer to the document called
Upgrading to Infor CRM located in the Documentation folder.
Required Tasks
All implementations require the following tasks.
Task
1. Read the Infor CRM Planning Guide and create an implementation plan.
Page
2.
Set permissions (security and access) for the WebDLL and
SLXService users.
14
3.
Install and configure your system prerequisites.
4.
Create and share the logging folders.
16
23
5.
For Oracle installations, create your Infor CRM database.
Note You must run the CreateOracleViews.sql script on your database before you can log into any Infor CRM products.
117
For Microsoft SQL Server, the database is created during the installation.
6.
7.
8.
Install the Saleslogix Server components.
Create Server database connections (if necessary).
For Oracle installations, create the Net Service Name and
Client database connection.
28
30
32
9.
For 64-bit systems, create a 32-bit OLE DB UDL.
10. Add the appropriate Infor CRM licenses.
11. Configure the Database to v8.3.
32
33
34
Computer
Administrative Workstation
All computers and servers
Synchronization Server
Database Server
All computers and servers
Saleslogix Server
Administrative Workstation
Administrative Workstation
Administrative Workstation
Administrative Workstation
Infor CRM Implementation Guide
5
Implementation Checklist
Task
12. Enter your main office information.
13. Configure options.
14. Understand e-mail integration options.
15. Add office information for customer service and support.
This task applies if your installation uses customer service or support features.
43
44
Page
40
40
16. Add new users and configure user profiles.
17. Set user access to Customer Service Management.
This task applies if your installation uses customer service or support features.
60
62
18. (Optional) Create automated installations for the Network
Client.
21. Start the Network Client.
65
19. Install the Network Client on all Infor CRM user’s computers.
65
20. For Oracle installations, create a Net Service Name and
Client database connection.
117
65
22. Create Area, Category, and Issue lists.
This task applies if your installation uses customer service or support features.
66
23. Create the Contact Sync group.
This task applies if your installation includes Outlook
Integration.
67
and
75
Computer
Administrative Workstation
Administrative Workstation
Administrative Workstation
Administrative Workstation
Administrative Workstation
Administrative Workstation
Infor CRM Client computers
Infor CRM Client computers
Infor CRM Client computers
Infor CRM Client computer
Infor CRM Client and Web Client computers
Web Tasks
In addition to the
“Required Tasks” on page 5 , implementations that include Web components require the following
tasks.
Task
1. Install the Web Host.
2.
Build the Web platform.
3.
Deploy the SlxClient portal
4.
Configure the SData portal.
5.
Configure IIS performance settings.
6.
Enable HTTP Compression.
7.
Configure ASP.NET.
8.
Configure Application Pool permissions.
9.
Define the default document.
10. Configure Windows Authentication.
56
56
57
69
51
54
55
55
Page
47
49
Computer
Web Host server
Administrative Workstation
Administrative Workstation
Web Host server
Web Host server
Web Host server
Web Host server
Web Host server
IIS Server
Administrative Workstation
6 Infor CRM Implementation Guide
Implementation Checklist
Task
11. Change the user assigned to the Job Service.
This task is required for the Web Client but may also apply to
LAN Client installations that will include custom jobs for longrunning or resource-intensive tasks.
Page
54
12. Configure roles.
72
13. Test the Web site.
14. Create a link from your company’s Web site (intranet).
15. Configure Web Client user computers.
73
73
73
Computer
Web Host server
Web Client computer
Web Host server
Company intranet server
Web Client computers
Mobile Client Tasks
In addition to the “Web Tasks” on page 6 , implementations that include the Mobile Client require the following tasks.
Task
1. Deploy the Mobile Client portal.
2.
Define the default document.
3.
Test the Web site.
4.
Send the Mobile Client portal URL to users.
Page
77
77
77
78
Computer
Administrative Workstation
IIS Server
Web Host
Administrative Workstation
Customer Portal Tasks
In addition to the “Web Tasks” on page 6 , implementations that include Customer Portal require the following tasks.
Task
1. Add the Customer Portal User.
2.
Set user security.
3.
Deploy the Customer Portal.
4.
Configure the SpeedSearch Indexes access setting for
Public Access (if necessary).
5.
(Optional) Enable employees to grant access to Customer
Portal.
6.
Test the Web site(s).
7.
Create a link from your company’s Web site (intranet).
Page
82
82
82
83
83
83
84
8.
Provide instructions to Customer Portal users on how to configure their computers.
84
Computer
Administrative Workstation
Administrative Workstation
Administrative Workstation
Administrative Workstation
Web Host
Web Host
Company internet or intranet server
Customer Portal computers
Infor CRM Implementation Guide 7
Implementation Checklist
Synchronization Tasks
In addition to the
“Required Tasks” on page 5 , the following tasks are required for all implementations that include
Remote users or Remote Offices. If your implementation does not include Remotes, the following do not apply.
Task
1. Configure synchronization transfer profiles for your selected method of synchronization.
Page
87
2.
Start the Synchronization Server.
93
Computer
Administrative Workstation
Synchronization Server
Remote User Tasks
In addition to the
“Required Tasks” on page 5 the following tasks are required for all implementations that include
Remote users. Remote users can access their local database using the Remote Client or Offline Web Client.
Task
1. Set synchronization options and assign a synchronization transfer profile to each Remote user.
Page
95
Computer
Administrative Workstation
2.
Create Remote user databases.
3.
Deploy the Web site to all Remote Network and Offline Web
Clients.
97
112
4.
5.
6.
Install the Remote Client and/or Offline Web Client.
Install the Remote user database.
Run a synchronization cycle on all Offline Web Client computers.
98
and
113
99
and
113
113
7.
8.
Start the Remote Client and/or Web Client.
Instruct Offline Web Client users to download the Office
Integration Module.
Administrative Workstation
Administrative Workstation
Remote user computers
Remote user computers
Remote user computers
100
and
114
114
Remote user computers
Remote user computers
Remote Office Tasks
In addition to the
“Required Tasks” on page 5 , implementations that include Remote Offices require the following tasks.
Task
1. Configure the Remote Office profile.
2.
Add users to the Remote Office.
3.
Create the Remote Office database.
4.
Install the Web Host at the Remote Office.
5.
Install the Remote Office.
6.
Install the Remote Office database.
7.
Deploy Web Portals for the Remote Office.
8.
Start the Remote Office Sync Client.
Page
103
104
Computer
Administrative Workstation
Administrative Workstation
104
105
Administrative Workstation
Remote Office computer
105
Remote
computer
106
Remote Office Database Server
107
Administrative Workstation
109
Remote
computer
8 Infor CRM Implementation Guide
Task
9.
Install the Remote Office Clients and/or Web Clients.
Implementation Checklist
Page
109
Computer
Infor CRM Client computers
Back Office IntegrationTasks
In addition to the “Required Tasks” on page 5
, the following tasks are required for all implementations that include Back
Office Integration.
Computer Task
1. Ensure the pre-requisites are complete:
• The Supported ERP system must already be installed
• Infor ION must already be installed
2.
Enable Multi-currency in Infor CRMsee the “Managing
Currency” topic in the Administrator Help or the Web Client help for more information
• Follow the instructions detailed in the
Appendix G, “Back
Office Integration” on page 133
.
Page
133
Administrative Workstation
Multiple
Configuration IntegrationTasks
See
Appendix F, “Integrations” on page 131
for information about the integrations supported in Infor CRM.
Optional Tasks
After completing the previous tasks, you can begin using Infor CRM. However, you may want to learn more about the following features to further customize your implementation.
Conflict Resolution
You can define the criteria to use during synchronization to determine what changes are kept when more than one user has changed data. Conflict resolution is only necessary if your implementation includes
Remotes. See the “Conflict Resolution” topic in the Administrator Help for more information.
Multi-currency
If your company has users in multiple countries using different currencies, you can enable multicurrency support. For more information see the “Managing Currency” topic in the Administrator Help or the Web Client help for more information.
Monitor Console
The Monitor Console receives and displays information from the Synchronization (Sync) Service.
This enables remote monitoring of the status of processes and jobs running on the Sync Server. See the Monitor
Console Help for more information.
Sales Processes
Sales Processes are groups of steps and procedures that help users manage their Sales pipeline.
A sales process shows users the steps to complete while working to make the sale. Processes can also prompt the user to complete activities, such as making phone calls and writing letters. For information on creating and managing
Sales Processes, see the “Managing Sales Processes” topic in the Architect or Infor CRM Client Help.
Teams
After adding and configuring users, you can create teams containing the users who require access to the same set of accounts. Teams customarily reflect the structure of your company, such as corporate regions, sales territories, or departments. See the “Working with Teams” topic in the Administrator Help for more information.
Back Office Integration
Infor CRM Implementation Guide 9
Implementation Checklist
Infor CRM Back Office Extension enables Infor CRM to integrate with your supported ERP system when Infor ION is also installed. Data from the ERP system is displayed in the Web Client interface. See Appendix F: “Back Office
Integration” on page 133 for more information.
Back Office Integration is not supported for Remotes (Offline Web Clients, Remote Offices, or Remote Network
Client users).
10 Infor CRM Implementation Guide
