FieldIT Limited FieldIT CRM. Installation Manual v1.2.i1 (Single User)

Transcription

1 FieldIT Limited FieldIT CRM Installation Manual v1.2.i1 (Single User) Oliver Field FieldIT Limited

2 Introduction The FieldIT CRM software can be installed in several configurations depending on implementation size and functionality required. By default the CRM will install on a single machine acting as both the client and server (single user). This document gives detailed information on how to perform the single user installation. The system is designed such that the installation type can be changed at a later date without requiring import/export of data. This means as your business grows so can the CRM. Installation Type Overview I1) Single User 1 users For customers wanting a single database on a single PC installation is very simple and can be completed by anyone with basic IT knowledge. This installation is even great as a starting point for large organisations allowing them to easily trial the software before purchase without investing too much setup/installation time. Performance: Average Installation Complexity: Average I1) Single User This is the default installation mode and all data including database is stored on the PC. You will need the following: Full Administrator account for your PC Knowledge of whether your PC is 32bit or 64bit Broadband/Internet connection Installer for Microsoft SQL Server Express 2005,2008 or 2012 Installer for FieldIT CRM Printed checklist CI1. You will need to follow sections: 1) Microsoft SQL Server Express Choosing 2) Microsoft SQL Server Express Finding out if your PC is 32bit or 64bit 3) Microsoft SQL Server Express 2012 Downloading 4) Microsoft SQL Server Express 2012 Installing 5) Microsoft SQL Server Express 2012 Reboot to complete installation 10) FieldIT CRM Installation

3 1) Microsoft SQL Server Express - Choosing You will need to install Microsoft SQL Server Express ; there are various versions of the software and depending on how up to date your PC is will alter which version you should install. This user guide is written using and shows how to install Microsoft SQL Server Express If you select another version you may be presented with unexpected setup screens. If you have a newer PC or and have all the latest automatic updates we recommend: Microsoft SQL Server Express 2012 If you have an older PC or have switched off automatic updates we recommend: Microsoft SQL Server Express 2008 If you have a very old PC and Microsoft SQL Server Express 2012 or 2012 will not install we recommend: Microsoft SQL Server Express 2005 If in doubt, switch on Microsoft automatic updates, apply updates and install 2012.

4 2) Microsoft SQL Server Express Finding out if your PC is 32bit or 64bit 1) Click on the Start menu 2) Right click on Computer and left click on Properties 3) You will see that 32-bit or 64-bit shows in the system section on the right hand side. Note this down. Most modern systems are 64-bit. 3) Microsoft SQL Server Express Downloading To obtain the latest installer: 1) Open the following link: 2) Click on Download SQL Server 2012 Express 3) Click the first Download option called SQL Server Express with Tools

5 4) Select the appropriate language next to either 32-bit or 64-bit and press download. See previous section on how to obtain if your system is 32-bit or 64-bit. Most modern systems are 64-bit. 5) Your browser will now download the file, this will be called SQLEXPRW_x64_ENU.exe or similar.

6 4) Microsoft SQL Server Express Installing 4.1) Double click on the downloaded file ( SQLEXPRW_x64_ENU.exe or similar) or choose Download and run option when downloading in the previous section. 4.2) If prompted by a Security Warning click on Run. 4.3) If prompted by a User Account Control click on Yes.

7 4.4) When the SQL Server Installation Center windows opens select Installation from left and click on New SQL Server stand-alone installation or add features to and existing installation 4.5) When the licence terms window opens, tick I accept the licence terms. and click next.

8 4.6) If there are any updates they will show in the Product Updates list, just lick next. The next step may take some time to complete. 4.7) When the Feature Selection window opens please ensure you have Database Engine Services selected and press next.

9 4.8) When the Instance Configuration screen displays please make sure the Named instance radio button is checked with a name of SQLExpress and the Instance ID is SQLEPRESS. Both of these should be set by default so no changes are necessary. 4.9) In the server configuration the SQL Server Database Engine Account name column will be prefilled, you can just accept the default here. If for any reason the account is not set by default you should use an appropriate administrator account, this could be the account you are performing the installation as. Click Next once complete.

10 ) Please keep the default option of Windows authentication mode ticked. Do not press next yet ) Click User Instance tab and ensure tick box Users are allowed to run separate instances of Database Engine is ticked. This should be ticked by default. Click next.

11 4.11) Click next on the error reporting screen. Installation will now start, this may take a while to complete.

12 4.12) Installation is now complete; you should click close and perform a reboot. 5) Microsoft SQL Server Express 2012 Reboot to complete installation 5.1) Once the installation is complete please reboot your PC/Server.

13 10) FieldIT CRM - Installation 10.1) Download and run or open the software in the following link: ) Click Yes if a User Account Control prompt shows. Window may disappear while prerequisites are checked and further installers and downloaded. 10.3) Click Run.

14 10.4) Click Next three more times and the application will install. 10.5) Application is now installed.

15 10.6) Open the application by clicking on the FieldIT Manager Database icon in the FieldIT/Manager Database folder in the start menu. 10.7) Select New Installation, Only one user will be using... and Create datastore in My Documents/Documents. Press Continue. Installation is now complete.