ipm Global CHAPTER 1 INSTALLATION CH 1 - p 1

Transcription

1 CHAPTER 1 INSTALLATION CH 1 - p 1

2 CHAPTER 1 - INSTALLATION 1.0 INSTALLATION 1.1 System Requirements In order to correctly install and use IPM, the follow system requirements must be met: - Microsoft Dynamics CRM 4.0 must be installed (for the most up to date system requirements for Microsoft Dynamics CRM 4.0, please see - Microsoft SQL Server 2008 R2 with SQL Reporting Services must be installed 1.2 Installation Procedure This is for a clean install only. If you are upgrading your version of IPM, please see 2.0 Upgrade. Note: Before proceeding, back up the Microsoft Dynamics CRM 4.0 SQL database and ensure no other users are logged into Microsoft Dynamics CRM 4.0 Use the following procedure to install IPM for Microsoft Dynamics CRM From the Zip file supplied, extract the contents into a folder on your machine 2. Navigate to that folder and open IPMGlobal.CRM4.IPM.Setup 3. Run the setup.exe file if you are using a 32 bit operating system, or setup64.exe for a 64 bit operating system The Setup Wizard Dialog box displays 4. Click Next to proceed through the Setup Wizard 5. Read the license agreement and check I Agree if you accept the terms. Otherwise click Cancel 6. Click Next CH 1 - p 2

3 1.0 installation 7. Click Next to install IPM to the default folder in the folder box, otherwise click Browse to choose the folder you wish to install IPM to. 8. Click Next to install 9. Click Close 10. Navigate back to the extracted folder and open IPMGlobal.CRM4.IPM. ConfigurationManager 11. Run the Setup.exe file The Setup Wizard Dialog box displays 12. Click Next to proceed through the setup Wizard 13. Read the license agreement and check I Agree if you accept the terms. Otherwise click Cancel 14. Click Next 15. Click Next to install IPM to the default folder in the folder box, otherwise click Browse to choose the folder you wish to install IPM to. 16. Click Next 17. Click Close 18. Close the extracted folder 19. Double click on the IPM for Microsoft Dynamics 4.0 Configuration Manager icon on the desktop 20. Create a new profile by entering the server name in the Discovery Server box CH 1 - p 3

4 CHAPTER 1 - INSTALLATION 21. Click Retrieve Organizations 22. Click OK 23. The IPM for Microsoft Dynamics CRM 4.0 Configuration Manager should now be displayed on screen 24. Check the box next to the Friendly Name of the organization you wish to install Note: If installing multiple organizations, only check and install one at a time 25. From the drop down menu of IPM entities, select Install or Update this feature in all selected Organizations CH 1 - p 4

5 1.0 installation 26. Click Start Configuration Process 27. Each component will install consecutively and their progress will be displayed in the box under each component name, with Success! displayed once each component has been successfully installed Note: The configuration process may take some time 28. You can view the log of the configuration process by clicking on View Last Log File once the configuration process has finished Note: If you are installing multiple organizations: - Uncheck the organization that has been installed - Check the next organization - Click Start Configuration Manager 29. Close Microsoft Dynamics CRM 4.0 Configuration Manager once you have installed all required organizations 30. Open SQL Server Management Studio 31. Ensure the Server name is correct and the Authentication is set to Windows Authentication 32. Click Connect 33. In the Object Explorer, open Security>Logins>NT Authority Network Service 34. Click on Server Roles in the left hand Select a page panel 35. Ensure the box sysadmin is checked CH 1 - p 5

6 CHAPTER 1 - INSTALLATION 36. Click OK 37. Close Microsoft SQL Server Management Studio 38. Open IPM for Microsoft Dynamics CRM 4.0 in Internet Explorer 39. Click on Settings in the left vertical Menu 40. Click on IPM Configuration CH 1 - p 6

7 1.0 installation 41. Click on the IPM License File Importation 42. Click the Browse button and locate the License files on your computer 43. Select the Server License first 44. Click on Import IPM License File 45. Use the same process to install the User License 46. Click on Administration in the left hand menu 47. Click on System Settings CH 1 - p 7

8 CHAPTER 1 - INSTALLATION 48. Click on the Customization tab 49. In the Custom menus and toolbars section, click on the icon to open the Select Values box CH 1 - p 8

9 1.0 installation 50. Select Outlook, Outlook Offline and Web Application and click the icon to move them into the Selected Values box 51. Click OK 52. Click OK 53. In the administration menu, click on Users 54. Select the Microsoft Dynamics CRM 4.0 user you want to give IPM rights to 55. Click on More Actions in the top menu and select Manage Roles 56. Check the box IPM in the Manage User Roles box CH 1 - p 9

10 CHAPTER 1 - INSTALLATION 57. Click OK 58. Repeat steps 53 to 56 for all other users requiring IPM access rights 59. Go back to IPM Configuration in the left hand menu 60. Click on IPM Users 61. To add CRM Users to IPM, click on 62. In the CRM User box, click on to bring up a list of Microsoft Dynamics CRM users 63. Select System Administrator 64. Click OK 65. Click Save to add this user to IPM 66. To add any other required CRM Users to IPM, repeat steps 60 to 64 or use (see Chapter 2, 5.9 for more information) Note: CRM Users added to IPM must also be added to the following groups in the Active Directory to avoid errors occurring during the use of IPM: SQLAccessGroup, ReportingGroup and UserGroup 67. IPM is now ready to be used CH 1 - p 10

11 1.0 installation 1.3 Using IPM in IFD Mode If IPM is being deployed in IFD Mode, you will need to ensure the following settings are applied to enable reports to be generated properly: 1. Open a browser 2. Go to Note: YourReportServer is the name or IP address of your Reporting Services server 3. This will bring you to the SQL Server Reporting Services Page 4. Click on the Properties tab 5. If there is more than one option in the left hand menu, click on Security. If not, the Security will already be open 6. Click New Role Assignment 7. Enter the Group or user name as NETWORK SERVICE 8. Check the Browser and Browser for Microsoft CRM boxes 9. Click OK 10. Close the Browser CH 1 - p 11

12 CHAPTER 1 - INSTALLATION 2.0 UPGRADE This is for an upgrade of IPM only. You must have a previous version of IPM installed on your machine. If you do not have IPM installed, please see 1.0 Installation. Note: Before proceeding, back up the Microsoft Dynamics CRM 4.0 SQL database and ensure no other users are logged into Microsoft Dynamics CRM 4.0. Use the following procedure to upgrade IPM for Microsoft Dynamics CRM 4.0. Note: Microsoft Dynamics CRM 4.0 must already be installed 1. From the Desktop, click on Start 2. Click on Control Panel 3. Click on Add or Remove Programs 4. Select the IPM for Microsoft CRM 4.0 item and click Remove 5. Once that has removed, select IPM for the Microsoft CRM 4.0 Configuration Manager item and click Remove 6. From the upgrade Zip file supplied, extract the contents into a folder on your machine 7. Navigate to that folder and open IPMGlobal.CRM4.IPM.Setup 8. Run the setup.exe file The Setup Wizard Dialog box displays 9. Click Next to proceed through the Setup Wizard 10. Read the license agreement and check I Agree if you accept the terms. Otherwise click Cancel CH 1 - p 12

13 2.0 Upgrade 11. Click Next 12. Click Next to install IPM to the default folder in the folder box, otherwise click Browse to choose the folder you wish to install IPM to. 13. Click Next to install 14. Click Close 15. Navigate back to the extracted folder and open IPMGlobal.CRM4.IPM. ConfigurationManager 16. Run the Setup.exe file The Setup Wizard Dialog box displays 17. Click Next to proceed through the setup Wizard 18. Read the license agreement and check I Agree if you accept the terms. Otherwise click Cancel 19. Click Next 20. Click Next to install IPM to the default folder in the folder box, otherwise click Browse to choose the folder you wish to install IPM to. 21. Click Next 22. Click Close 23. Double click on the IPM for Microsoft Dynamics 4.0 Configuration Manager icon on the desktop 24. Click on the drop down menu in the Profile box and select the profile installed CH 1 - p 13

14 CHAPTER 1 - INSTALLATION 25. Click OK CH 1 - p 14

15 2.0 Upgrade 26. The IPM for Microsoft Dynamics CRM 4.0 Configuration Manager should now be displayed on screen 27. Check the box next to the Friendly Name of the organization you wish to install 28. Note: If installing multiple organizations, only check and install one at a time 29. From the drop down menu of IPM entities, select Install or Update this feature in all selected Organizations 30. Click Start Configuration Process 31. Each Organization will install consecutively and their progress will be displayed in the box under each Organization name, with Success! displayed once each Organization has been successfully installed Note: The configuration process may take some time 32. You can view the log of the configuration process by clicking on View Last Log File once the configuration process has finished Note: If you are installing multiple organizations: - Uncheck the organization that has been installed - Check the next organization - Click Start Configuration Manager 33. Close Microsoft Dynamics CRM 4.0 Configuration Manager once you have installed all required organizations 34. IPM has now been upgraded and is ready to be used again CH 1 - p 15

16 CHAPTER 1 - INSTALLATION 3.0 IPM CONFIGURATION IPM Configuration is located in the Settings menu of CRM and contains all the necessary settings and data to configure IPM. To access IPM configuration click on Settings in the left hand navigation menu, then on IPM Configuration. Each of the options available to you will then appear on the right. 3.1 IPM Settings In the IPM Settings section you can view information about your IPM product, such as the current version installed, the licence files and the installation history of any past versions. To view you IPM Settings: 1. Click on Settings > IPM Configuration in the left hand navigation menu 2. Click on IPM Settings 3. Double click on the Application Name to open the list of Settings CH 1 - p 16

17 3.0 IPM Configuration 4. The Application Name and the Version number are visible in the General tab of the Information section 5. Click on IPM Component Versions in the left hand menu to view the history of previous version installations 6. Click on IPM Licences in the left hand menu to view information about the licence files CH 1 - p 17

18 CHAPTER 1 - INSTALLATION 3.2 IPM Users The IPM Users section enables you to add Microsoft Dynamics CRM users to IPM in order for them to be able use the IPM functions. Therefore, in order to add users to IPM, they must already have a valid user file set up in Microsoft Dynamics CRM. Use the following steps to add Microsoft Dynamics CRM users to IPM: 1. In the left hand navigation menu, click on Settings > IPM Configuration 2. Click on IPM Users 3. If you wish to add multiple CRM users to IPM, you can use the multi-select tool by clicking (see Chapter 2, 5.9 for more information) 4. If you wish to only add one user, click in the top menu 5. This will bring up the New IPM User box 6. Click on in the CRM User box 7. This will bring up a list of current CRM Users 8. Select the user and click OK 9. If necessary, you can add a default IPM Job by clicking on and selecting from the list 10. Click Save to gain access to the other options in the left hand menu To Assign the User to a User Group If the user group you wish to add the user to has already been added (see section 3.3 below), you can add this user to the user group. 1. Click on IPM User Groups in the left hand menu 2. Click on New IPM User Group User in the top menu CH 1 - p 18

19 3.0 IPM Configuration 3. Click on in the IPM User Group box to select the User Group 4. Click OK 5. Click Save and Close 6. The User Group will now appear in the list of User Groups for that User 7. Once you have finished adding all the necessary information to your User, click Save and Close Note: For instructions on the Data Import Profiles section in the left hand menu of the new User, see Chapter 2, 4.0 Once users are added to IPM, they must also be added to the following groups in the Active Directory to avoid errors occurring during the use of IPM: SQLAccessGroup, ReportingGroup and UserGroup CH 1 - p 19

20 CHAPTER 1 - INSTALLATION 3.3 IPM User Groups Once you have added all the required CRM users to IPM, you will need to create User Groups for them. User Groups enable you to group together certain users and give the group access to certain Jobs. This way you can restrict each users view in IPM to only the Jobs they are required to work on. To create a new User Group, follow these steps: 1. In the left hand navigation menu, click on Settings > IPM Configuration 2. Click on IPM User Groups 3. Click New in the top menu 4. This will open the New IPM User Group box 5. Enter a Name for your User Group 6. If you want to assign an Exclusive User to this User Group, click on and select the user Note: If you assign an exclusive user, then no other users can be assigned to this group 7. Click Save to gain access to the other items in the left hand menu To Add Users 8. Click on IPM Users in the left hand menu 9. Click on New IPM User Group User in the menu above the table to add a user to the group CH 1 - p 20

21 3.0 IPM Configuration 10. Click on in the IPM User box and select your user from the current list of IPM Users 11. Click OK 12. Click Save and Close if this is the only User to add, or Save and New if you wish to add more 13. The User you selected will now appear in the list of Users in the New User Group box To Assign IPM Jobs 14. Click on IPM Jobs in the left hand menu of the New User Group box 15. Click on New IPM Job User Group in the menu above the table to add a Job to the group CH 1 - p 21

22 CHAPTER 1 - INSTALLATION 16. Click on in the IPM Job box and select your Job from the list 17. Click OK 18. Click Save and Close 19. The Job you selected will now appear in the list of Jobs in the New User Group box 20. Click Save and Close to close the New User Group Box 21. Once the Users and the Jobs have been added to the User Group, only the users in that group will be able to view the corresponding Jobs in that group. CH 1 - p 22

23 3.0 IPM Configuration 3.4 IPM Templates The IPM Templates section allows you to customize the templates for the s that accompany each of the IPM Documents. You can view and customize Templates by following these steps: 1. In the left hand navigation menu, click on Settings > IPM Configuration 2. Click on IPM Templates 3. A list of all the templates currently created will be displayed 4. Double click on the template you wish to customize to open it 5. A list of variables is available for you to use and you can customize the Subject and Body of the by adding or removing certain variables 6. Copy and Paste the codes for each variable from the list into the Subject or Body fields below 7. You can also change the standard text of the by typing directly into the Subject and Body fields Note: Only the variables added to the will change according to which document the is created in, or the user who created it. Anything typed directly into the Subject or Body fields will appear on every Click Save and Close when you are finished customizing your Adding a New Template As well as customizing the current IPM Templates, you can also create new ones according to the needs of your organization. 1. In the left hand navigation menu, click on Settings > IPM Configuration 2. Click on IPM Templates 3. Click on New in the top menu 4. This will bring up a new template CH 1 - p 23

24 CHAPTER 1 - INSTALLATION 5. Select which IPM Document Type this template will be used in by clicking 6. Choose the Document Type and click OK 7. Enter a Number for your template 8. Create the Subject and Body of your by copying and pasting variables from the list and typing any permanent text you want to appear on every into each field 9. Once you have finished creating your template, click Save and Close CH 1 - p 24

25 3.0 IPM Configuration 3.5 IPM Numeration Settings In the IPM Numeration Settings section, you can view and customize the numbering system used in IPM Documents. The default numeration settings for IPM are job number-document number, for example However in IPM Numeration Settings you can modify the following settings: - The Field Size, or number of digits in the number to accommodate large volumes of documents - The Parent Field, which is currently set to the Job Number that the document is created for - Add a Prefix or Postfix - Change the divider between the parent number and the document number from - To change the IPM Numeration settings: 1. In the left hand navigation menu, click on Settings > IPM Configuration 2. Click on IPM Numeration Settings 3. All of the Numeration Settings for each IPM document are displayed in the table 4. Double click on the Numeration Setting you wish to change 5. This will open the Numeration Setting in a new box and you can edit any of the fields listed above 6. Once you have finished, click Save and Close Note: The changes made to the Numeration Settings will only apply to documents created after the change has been made. Any existing documents will not be updated with the new Numeration Settings A Note on Prefixes When IPM is integrated with some accounting software packages, the Purchase Orders and Subcontracts are transferred to the same area in the accounting software. As Purchase Orders and Subcontracts have identical Numeration Settings in IPM, this can cause duplication errors in the accounting software. To prevent this, a P prefix has been added to the Numeration Settings for all Purchase Orders to differentiate them from Subcontracts in certain accounting systems. CH 1 - p 25

26 CHAPTER 1 - INSTALLATION 3.6 IPM ERP Systems The IPM ERP Systems section enables you to set up multiple ERP databases in IPM to differentiate between multiple databases you may have in your ERP system. For example branches of the same organisation operating in different countries may use the same ERP system, but use a different database within it. If there are multiple databases in your ERP system, you can reflect this in IPM through the IPM ERP Systems so that all IPM information can be synced to the appropriate database in the ERP System. Once a new ERP system database is created in IPM, the following documents and data can be added to it through the IPM ERP Systems section in IPM Configuration: - IPM Resources - CRM Accounts and Contacts - IPM Cost Types - IPM Jobs - IPM Job Tasks - IPM Resource Groups - IPM Purchase Orders - IPM Subcontracts - IPM Subcontract Change Orders - IPM Progress Claims - IPM Timesheet Batches - IPM Contacts Similarly, when a new version of any of the above documents or data is created, it can be assigned to an ERP system database and will be automatically added to that database in the IPM ERP Systems section. When creating new documents for a Job, the reference data available to add to the Job, such as Cost Types, Job Tasks and Contacts will then be filtered by the information added to the ERP System Database. You will therefore only be able to add information that is in the ERP System Database being used by the Job. CH 1 - p 26

27 3.0 IPM Configuration 3.7 IPM Sync Logs In the IPM Sync Logs section you can view information about the most recent syncs between IPM and your accounting software. The sync log will show the start and end date and time of the most recent sync and details of any errors that may have occurred. CH 1 - p 27