Install: Difference between revisions

From Crystal Manager for Sage CRM
(Created page with "Installation steps: 1. Install the Crystal Runtime files from 'CRRuntime_32bit_13_0_1.msi'. 2. Install the component Log on to CRM and navigate to the “Administration”->...")
 
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Add the CRViewer.zip component to CRM
Add the CRViewer.zip component to CRM


 
[[File:component.png]]
   
   
Browse and click “upload new component”
Browse and click “upload new component”


[[File:component2.png]]


The component should be displayed in the “Available Components” list
The component should be displayed in the “Available Components” list


Select the component and Click “Install Component”
Select the component and Click “Install Component”
 
[[File:install.png]]
 
[[File:component3.png]]
 
On the following screen click “Install Component”
On the following screen click “Install Component”
   
   
[[File:install.png]]
When done your screen should say that the install has been completed
When done your screen should say that the install has been completed
   
   
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You will see then that the component is listed as installed
You will see then that the component is listed as installed
   
   
 
[[File:complist.png]]
 


3. Open IIS
3. Open IIS
Navigate to the ‘CRViewer’ folder in your CRM install
Navigate to the ‘CRViewer’ folder in your CRM install
[[File:iis1.png]]
   
   
And select the “CRViewer” folder
And select the “CRViewer” folder
[[File:iis2.png]]
   
   
Right click and select “Convert to application” (for older versions of IIS you may be required to complete this step via the properties window)
Right click and select “Convert to application” (for older versions of IIS you may be required to complete this step via the properties window)
   
   
[[File:iis3.png]]
Ensure that the Application pool is the same as the CRM application pool.
Ensure that the Application pool is the same as the CRM application pool.


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You first off need to configure the settings. This is done from the ‘Config’ menu.  
You first off need to configure the settings. This is done from the ‘Config’ menu.  


[[File:config.png]]


Troubleshooting
Troubleshooting
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If images (graphs etc) do not appear in your report then you should check your permissions on c:\windows\temp  
If images (graphs etc) do not appear in your report then you should check your permissions on c:\windows\temp  
Folder as this is the folder that the crystal reports system will use to create and stream from the images.
Folder as this is the folder that the crystal reports system will use to create and stream from the images.
[[File:winper.png]]

Revision as of 15:27, 24 November 2011

Installation steps:

1. Install the Crystal Runtime files from 'CRRuntime_32bit_13_0_1.msi'.

2. Install the component

Log on to CRM and navigate to the “Administration”->”Customisation”->”Component Manager”

Add the CRViewer.zip component to CRM

Browse and click “upload new component”

The component should be displayed in the “Available Components” list

Select the component and Click “Install Component”

On the following screen click “Install Component”

When done your screen should say that the install has been completed

Click “Continue”

You will see then that the component is listed as installed

3. Open IIS Navigate to the ‘CRViewer’ folder in your CRM install

And select the “CRViewer” folder

Right click and select “Convert to application” (for older versions of IIS you may be required to complete this step via the properties window)

Ensure that the Application pool is the same as the CRM application pool.

The ‘CRViewer” is located in the Administration->Email and Documents -> CRViewer

You first off need to configure the settings. This is done from the ‘Config’ menu.

Troubleshooting

If images (graphs etc) do not appear in your report then you should check your permissions on c:\windows\temp Folder as this is the folder that the crystal reports system will use to create and stream from the images.