Install

From Crystal Manager for Sage CRM
Revision as of 14:00, 3 January 2012 by Crmtogether (talk | contribs)

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 and database connections (max of 4 dbs). This is done from the ‘Config’ menu.