Configuring Synchronization. Infor CRM software
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Chapter
11
Configuring Synchronization
Before beginning this chapter...
Give the SLXService user permissions for the Sync Service as described in
“Permissions Required for the SLXService
User (without Administrator rights)” on page 14
.
Use the instructions in this chapter to...
Configure synchronization. These tasks are required for all Infor CRM installations that include remotes.
Synchronization Server refers to both the software that runs synchronization and the hardware on which the server is installed. A Sync Server is only necessary if you have Remote users (including Offline Web Client users) or Remote
Offices, or you plan to run agents.
Use the Infor CRM Planning Guide to understand the synchronization process in detail and to make decisions regarding your synchronization requirements.
Creating Synchronization Transfer Profiles
Infor CRM supports three methods of synchronization. Each synchronization method is defined by one or more Sync
Transfer Profiles. To create a Sync Transfer Profile, refer to one of the following:
•
“Creating a Network Synchronization Profile”
in the following section.
•
“Creating an FTP Synchronization Profile” on page 88 .
•
“Creating an HTTP Synchronization Profile” on page 90
.
Creating a Network Synchronization Profile
One way to synchronize with the main office is through a VPN (Virtual Private Network) connection. Using VPN,
Remote users or offices connect to the Infor CRM network via the internet to send and receive transactions from the main office database.
This is the default method of synchronization. Unless you want to change the Sync Transfer Profile settings, Remotes can synchronize via network synchronization without additional configuration.
The next step...
Proceed to
“Creating a Synchronization Service Profile” on page 93
.
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Configuring Synchronization
Creating an FTP Synchronization Profile
FTP support is built into both the Sync Server and Sync Client. When the Sync Server cycles, it connects to the FTP site and searches the FTP Infiles directory for any transaction exchange files that were sent by Remote users.
Likewise, when the Sync Client cycles, it connects to the FTP site and searches the FTP Outfiles directory for transaction exchange files placed there by the main office. Essentially, all transaction exchange files, library files, and documents are delivered to and received from the FTP site.
Logging on to an FTP site can be accomplished in one of two ways:
• Global login - Using a global login, the Sync Server and all Remote users share the same login and password.
• Personal logins - Using personal logins, the Sync Server and each Remote user is assigned a different login to the FTP site.
Setting up an Infor CRM FTP Site
An FTP site is a collection of files on an FTP server. The FTP server allows users to upload or download files through the Internet or other TCP/IP network using a File Transfer Protocol (FTP). By default, IIS uses Passive FTP connections.
When setting up an FTP site, you must:
• Create three folders on the FTP server. For example, /Infiles, /Outfiles, and /FailedTrans. These folders must be shared, and all Remote users and the Sync Server must have read, write, and delete access.
• Create three virtual directories that point to the Infiles, /Outfiles, and /FailedTrans folders. All Remote users, as well as the Sync Server, must have read, write, and delete access to these directories.
• For FTP performance tips, see the “Improving FTP Synchronization Performance” topic in the
Administrator Help.
• To configure FTP synchronization to use Active FTP connections, see the “Configuring FTP Sync to Run in Active or Passive Mode” topic in the Administrator Help.
If your implementation includes multiple Sync Servers, note the following:
• You can only have one /Infiles, /Outfiles, and /FailedTrans folder per Sync Server.
• You can have multiple FTP virtual folders per Sync Server. However, Infor CRM recommends approximately 50
Remote users per FTP virtual folder.
• Infor CRM recommends that your FTP Server is on the corresponding Sync Server (if possible).
Creating an FTP Sync Profile
The Sync Transfer Profile identifies the DLL file used for FTP synchronization.
To create
1. On the Administrator Manage menu, click Sync Transfer Profiles.
2.
In the Sync Transfer Profiles dialog box, click Add.
3.
In the DLL box, select FTP Sync Transport v1.2 (SSftp.dll).
If FTP Sync Transport is not available in the DLL list, verify the SSftp.dll file is located in the SalesLogix folder.
4.
In the Description box, type a description of the synchronization method.
5.
Click Setup.
6.
In the FTP Site box, type the address of the primary FTP site to which the Sync Client connects (for example, ftp.yourcompany.com).
You can use a named FTP site (for example, yourcompany.com), or an IP address (for example, ftp.123.45.67.8).
7.
In the Port box, type the primary site’s port number on the FTP server.
Port numbers allow IP packets to be sent to the FTP site.
8.
In the Alternate Site box, type an alternate address that connects to your FTP site.
If the Sync Client cannot connect using the primary address, it attempts to use the alternate address. For example, you can use the named FTP site as the primary site and the IP address as the alternate site.
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Configuring Synchronization
9.
In the Port box, type the alternate site’s port number on the FTP server.
10. In the File Names box, select Uppercase, Lowercase, or Unspecified.
Response time improves considerably if this setting matches the way file names are stored on your FTP server.
The default is Unspecified.
11. In the Infiles, Outfiles, and FailedTrans boxes, type the Infiles, Outfiles, and FailedTrans folder names on your
FTP server (for example, /Infiles, /Outfiles, and /FailedTrans).
Creating the folders is outlined in “Setting up an Infor CRM FTP Site” on page 88 .
12. Under Login:
• Click Login and password below to assign the same login and password to the Sync Server and all Remote users. Then in the Login box, type the general login that is shared by all Remote users and Sync Server(s) when logging on to the FTP site. In the Password box, type the corresponding password. Then, click OK.
If you choose to use a global login, you can use the default anonymous user that comes with FTP. This user is already configured with the necessary permissions. This user has a Login of anonymous, and the corresponding Password is your domain name.
• Click Personal login and password to assign a different login and password to each Sync Server and
Remote user. Then, click OK.
Use the FTP Sync Transport Local Options dialog box to set the login for the sync server. Personal logins for
Remote users are set in the individual’s user profile. The instructions for configuring the user login are in
Chapter 12, “Configuring the Remote Client”
.
13. If you selected the Personal login and password option, in the Edit Sync Transfer Profile dialog box, click
Server Settings. In the Login and Password boxes, type the Sync Server’s login and corresponding password to the FTP site.
14. Click OK.
15. Proceed to
“Creating a Synchronization Service Profile” on page 93
.
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Configuring Synchronization
Creating an HTTP Synchronization Profile
HTTP Synchronization provides a secure method of transferring data using a Web site on an HTTP Server. When the
Sync Server cycles, it connects to the HTTP Server and searches the Infiles folder for any transaction exchange files
(TEFs) that were uploaded by Remote users. Likewise, when the Sync Client cycles, it connects to the HTTP Server and searches the Outfiles folder for any transaction exchange files placed there by the main office. All transaction exchange files, library files, and documents are uploaded to and downloaded from the HTTP Server.
If you are creating an HTTP site on Windows 2008, IIS 6 compatibility is required. Ensure you enable IIS 6 compatibility on the HTTP Server. See
“Web Requirements” on page 17 for details.
Setting up an Infor CRM HTTP Site
An HTTP site is a collection of files on an HTTP Server that allow users to upload or download files via the Internet.
HTTP synchronization requires Internet Information Services (IIS) with World Wide Web Service installed.
When synchronizing using HTTP, you must set up IIS and configure the necessary folders for file transfer.
Before creating the HTTP Site, ensure you have IIS with HTTP Support installed and running.
To create an HTTP site on Windows 2008R2 or 2012
1. On the HTTP Server, create a folder where you want the Infor CRM Web site you create to point. For example,
SLXHTTPSync.
2.
Write, and Modify.
• Infiles
• Outfiles
• FailedTrans
3.
Open Internet Information Services (IIS) Manager.
a.
Create or use an existing Infor CRM application pool.
b.
Ensure the identity of the application pool is set to log on with a user that has Read, Write, and Modify
permissions to the HTTP sync folders you created in step 2.
c.
For 64-bit operating systems, enable 32-bit applications.
4.
In the Connections tree view, expand your HTTP Server, and then expand Sites.
5.
Right-click the Sites folder, and then click Add Web Site.
The Add Web Site dialog box opens.
a.
In the Site name box, type a name for the Web site. For example, Infor CRM HTTPSync.
b.
path.
c.
Click Connect as, verify Application user (pass-through authentication) is selected, and click OK.
d.
Click Test Settings to verify the connection.
e.
In the Type box, ensure http is selected.
f.
In the IP address box, select All Unassigned.
g.
In the Port box, change the port number to port 1024 or higher. Record the port number you are using.
If necessary, port 80 can be used.
h.
Leave the Host name box blank.
i.
Click OK.
6.
In the Connections tree view, select your Infor CRM HTTP Web site.
7.
In the Features View under IIS, double-click Authentication.
8.
In the Authentication list, select Anonymous Authentication, and in the Actions pane click Disable.
9.
Enable Windows Authentication.
a.
In the Authentication list, select Windows Authentication, and in the Actions pane click Enable.
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Configuring Synchronization b.
In the Actions pane, click Advanced Settings.
The Advanced Setting dialog box appears.
c.
In the Extended Protection drop-down, select Off or Accept (either option works), and then click OK.
d.
In the Actions pane, click the Providers link.
e.
In the Enabled Providers list, select NTLM and move it to the top of the list.
f.
Click OK.
10. In the Features View under IIS, double-click MIME Types.
a.
In the Actions pane, click Add.
b.
In the File name extension box, type SLXT.
c.
In the MIME type box, type text/plain.
d.
Click OK.
11. In the Features View under IIS, double-click Directory Browsing.
12. In the Actions pane, click Enable.
13. Enable and configure WebDAV (Web-based Distributed Authoring and Versioning).
Although WebDav has been determined to impact SData, you can enable it here without issues. It is automatically disabled in the SlxClient, SData and ProcessHost portals at deployment. This will not affect
HTTP sync.
a.
In the Features View under IIS, double-click WebDAV Authoring Rules.
If WebDAV Authoring Rules is unavailable, download the WebDAV Extensions for IIS from Microsoft.
b.
In the Actions pane, click Enable WebDav.
c.
In the Actions pane, click Add Authoring Rule.
d.
In the Add Authoring Rule dialog box, set the following options, and then click OK.
• Under Allow access to, select All Content.
• Under Allow access to this content to, select All users.
• Under Permissions, select the Read, Source, and Write options.
14. Reset IIS.
After setting up IIS, you must create a Sync Transfer Profile in the Administrator. .
WebDav has a default upload limit of 30 MB which can cause HTTP sync to fail to sync portals to Offline users.
You can edit the HTTPSync web.config file as follows to increase this:
<security>
<requestFiltering>
<requestLimits maxAllowedContentLength=”2000000000” />
</requestFiltering>
</security>
Creating an HTTP Sync Transfer Profile
The Sync Transfer Profile identifies the DLL file used for HTTP synchronization.
To create
1. On the Administrator Manage menu, click Sync Transfer Profiles.
2.
In the Sync Transfer Profiles dialog box, click Add.
3.
In the DLL box, select HTTP Sync Transport v1.2 (SShttp.dll).
If HTTP Sync Transport is not available in the DLL list, verify the SShttp.dll file is located in the SalesLogix folder.
4.
In the Description box, type a description of the synchronization method.
5.
Click Setup.
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Configuring Synchronization
6.
In the Web Site box, type the name of the HTTP Server to which the Sync Client connects for file transfer (for example, httpserver). This is the name of the server the Sync Client connects to, not the URL.
Use the format: Servername or Servername.DomainName. Do not include http:// before the server name.
7.
In the Port box, type the port number of your HTTP Server.
8.
Select the Secure Comm (SSL) check box if you are using a secure connection to transfer files between the
HTTP Host and Infor CRM.
9.
In the Alternate Site box, type an alternate HTTP Server for file transfer.
If the Sync Client cannot connect using the primary Web Site, it attempts to use the alternate site.
10. In the Port box, type the alternate site’s port number on the HTTP Server.
11. If necessary, select the Secure Comm (SSL) check box if you are using a secure connection for your alternate site.
12. In the Infiles, Outfiles, and FailedTrans boxes, type the Infiles, Outfiles, and FailedTrans folder names on your
HTTP server (for example, /Infiles, /Outfiles, and /FailedTrans).
Creating the folders is outlined in “Setting up an Infor CRM HTTP Site” on page 90
.
13. Under Login:
• Click Login and password below to assign the same login and password to the Sync Server and all Remote users. Then in the Login box, type the general login that is shared by all Remote users and Sync Server(s) when logging on to the HTTP Server. In the Password box, type the corresponding password. Then, click
OK.
• Click Personal login and password to assign a different login and password to each Sync Server and
Remote user. Then, click OK.
Use the HTTP Sync Transport Local Options dialog box to set the login for the Sync Server. Personal logins for Remote users are set in the individual’s user profile. The instructions for configuring the user login are in
Chapter 12, “Configuring the Remote Client” .
14. If you selected the Personal login and password option, in the Edit Sync Transfer Profile dialog box, click
Server Settings. In the Login and Password boxes, type the Sync Server’s login and corresponding password to the HTTP Server.
15. Click OK.
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Creating a Synchronization Service Profile
Since synchronization can require a lot of system resources, it is recommended that you run synchronization during off-peak times, such as before or after normal business hours. To implement a synchronization schedule, you can use the Synchronization Service. Running the Sync Server from a Windows service allows synchronization to process without an administrator logged on to the server. In addition, the Monitor Console allows you to remotely view the status of the Sync Server and its scheduled jobs.
To create a Synchronization Service Profile, see the “Configuring Synchronization Server Automated Services” topic in the Administrator Help.
Starting the Synchronization Server
After installation and configuration, run a synchronization cycle to create the synchronization folders. This manual cycle also creates a registry entry that is used by Agent Runner to build a connection string.
You must log on to the Synchronization Service computer as a Domain user. You cannot log on using the Local
System account to cycle the Sync Server the first time. The Local System account does not have the correct privileges for running Agents.
To start
1. Click Start, point to Programs, point to Saleslogix, and then click Synchronization Server.
2.
In the Please log on dialog box: a.
In the Username box, type admin.
b.
In the Password box, type the admin user’s password.
c.
In the Log on to box, ensure the correct database connection name displays.
This is the connection name established in the Connection Manager.
3.
Click OK.
4.
If necessary, click Yes to register this computer to the database.
5.
If the Verify Administrator Password dialog box appears, retype the administrator password, and then click OK.
6.
Click Sync Now to cycle the Sync Server.
7.
On the File menu, click Exit when the process is complete.
The first time you cycle the Sync Server, a sub folder is created in Documents and Settings\All Users\Application
Data\Saleslogix\Sync. The folder name is server_name-alias_name. In addition, the Sync Server creates the
ConfTran.stm file used for conflict resolution.
Modifying Virus-Checking Software for the Synchronization Server
If you have virus-checking software scanning the synchronization folders at the same time that the Sync Server tries to use a file within the folders, you may receive an “Error deleting file or folder” error. This occurs when the virus checking software checks the file at the same moment that the Sync Server tries to use that file.
To avoid errors, set your virus-checking software to modify scans to skip the following folders during real-time scans and/or scans scheduled to run at the same time the Sync Server is scheduled to run. If anti-virus programs are scanning the following folders in real time during a synchronization cycle, it may cause problems with synchronization to Remotes.
• WriteCache
• Infiles
• Outfiles
• FailedTrans
• WGLogs
• SharedLogs
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Configuring Synchronization
• Archives
After completing this chapter...
You have completed the “Synchronization Tasks”
checklist. If your implementation includes:
•
Remote users: proceed with Chapter 12, “Configuring the Remote Client”
.
• Remote Offices: proceed with
Chapter 13, “Configuring a Remote Office” .
•
Offline Web Client: proceed with Chapter 14, “Configuring Offline Web Clients”
.
94 Infor CRM Implementation Guide
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