Sge CRM 2017 R3 Softwre Requirements nd Mobile Fetures Updted: August 2017
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Contents Softwre requirements 4 Operting systems 5 Sge CRM server 5 Client computer 5 Dtbse server 6 Web browsers 6 Mobile devices 7 Mobile pps 7 Document Drop plugin 9 CTI plugin 9 Microsoft Exchnge 9 Outlook plugins 10 Citrix XenApp 11 Remote Desktop Services (formerly Terminl Services) 11 Virtuliztion 11 Fetures vilble on mobile devices 12 Ese of use 12 Viewing dt 13 Adding, uploding, or modifying dt 14 Reports nd workflows 14 Dshbords 15 Communicting 15 Sge CRM - Softwre Requirements nd Mobile Fetures Pge 3 of 15
Softwre requirements Wrning: Sge CRM doesn't support Microsoft products tht hve reched minstrem support end dte. Operting systems Dtbse server Web browsers Mobile devices Mobile pps Document Drop plugin CTI plugin Microsoft Exchnge Outlook plugins Citrix XenApp Remote Desktop Services (formerly Terminl Services) Virtuliztion Sge CRM - Softwre Requirements nd Mobile Fetures Pge 4 of 15
Operting systems Operting systems listed in this section should be either without Service Pck or with the ltest Service Pck vilble t the time of Sge CRM 2017 R3 relese. Note: Instll the ltest updtes for your version of Windows. Sge CRM server Requirement Detils Operting system Microsoft Windows Server 2016 Microsoft Windows Server 2016 Essentils Microsoft Windows Server 2012 R2 Microsoft Windows Server 2012 R2 Essentils Microsoft Windows Server 2012 Microsoft Windows Server 2012 Essentils Web Server (IIS) Instlltion on domin controller The computer on which you pln to instll Sge CRM must hve the Web Server (IIS) server role instlled. Sge CRM supports Web Server (IIS) supplied with the operting systems listed bove. You cn instll Sge CRM on domin controller if it is running one of the following: Microsoft Windows Server 2016 Essentils Microsoft Windows Server 2012 R2 Essentils Microsoft Windows Server 2012 Essentils On these operting systems Sge CRM does not support HTTPS, Remote Desktop Services, nd CDONTS/CDOSYS. Client computer You cn ccess Sge CRM from computer running one of the following: Windows 10, 32-bit or 64-bit Windows 8.1, 32-bit or 64-bit Windows 7, 32-bit or 64-bit Sge CRM - Softwre Requirements nd Mobile Fetures Pge 5 of 15
Dtbse server Microsoft SQL Server 2016 without SP or with SP1, Stndrd or Enterprise Microsoft SQL Server 2014 SP1 or SP2, Stndrd or Enterprise Microsoft SQL Server 2012 SP3, Stndrd or Enterprise Microsoft SQL Server 2014 Express supplied with Sge CRM is provided for demonstrtion nd testing purposes only. It is not suitble for production environment becuse of the following limittions: Mximum memory utilized (per instnce of SQL Server Dtbse Engine): 1 GB Mximum reltionl dtbse size: 10 GB For detiled informtion bout ll Microsoft SQL Server 2014 Express limittions, see Fetures supported by the editions of SQL Server 2014 on msdn.microsoft.com. Web browsers You cn ccess Sge CRM with the following web browsers: Browser Microsoft Internet Explorer 11 32-bit edition only. Comptibility View is not supported. Must be instlled on Windows 10 Windows 8.1 Windows 7 Microsoft Edge Windows 10 Mozill Firefox (ltest version) Windows 10 Windows 8.1 Windows 7 Google Chrome (ltest version) Windows 10 Windows 8.1 Windows 7 Google Chrome for Android Android KitKt 4.4 nd lter Sge CRM - Softwre Requirements nd Mobile Fetures Pge 6 of 15
Browser Must be instlled on Apple Sfri 10 mcos X Sierr (10.12) OS X El Cpitn (10.11) Apple Sfri 9 OS X El Cpitn (10.11) Apple Sfri for ios ios 9.x nd 10.x To ccess the Administrtion re of Sge CRM, you must use supported web browser on Windows-bsed computer. The Clssic Dshbord is supported on Microsoft Internet Explorer only. On 64-bit editions of Windows, the defult web browser is Microsoft Internet Explorer 32-bit. The 64-bit edition of Internet Explorer is lso instlled. Mobile devices Note: Some Sge CRM fetures re not supported on mobile devices. For more informtion, see Fetures vilble on mobile devices. Sge CRM supports nd is optimized for viewing on these mobile devices: Device Android phone Operting system Android 4.4 KitKt or lter iphone ios 9.x or 10.x ipd ios 9.x or 10.x Mobile pps Note: Some Sge CRM fetures re not supported on mobile devices. For more informtion, see Fetures vilble on mobile devices. The mobile device must meet the requirements set in Mobile devices. Sge CRM - Softwre Requirements nd Mobile Fetures Pge 7 of 15
Device Sge CRM for iphone Sge CRM for Android Supported version Ltest version Ltest version Sge CRM - Softwre Requirements nd Mobile Fetures Pge 8 of 15
Document Drop plugin The plugin requires the following: Requirement Microsoft Internet Explorer 11 32-bit edition only. Comptibility View is not supported. Be system dministrtor or power user on your computer Detils Access Sge CRM with this web browser to instll nd use the Document Drop plugin. Required to instll the Document Drop plugin. CTI plugin The CTI (Computer Telephony Integrtion) plugin requires the following: Requirement Microsoft Internet Explorer 11 32-bit edition only. Comptibility View is not supported. Be system dministrtor or power user on your computer Detils Access Sge CRM with this web browser to instll nd use the CTI plugin. Required to instll the CTI plugin. Microsoft Exchnge Sge CRM cn integrte nd work with the following: Microsoft Exchnge Server 2016, 64-bit edition only Microsoft Exchnge Server 2013 SP1, 64-bit edition only Exchnge Online (prt of Microsoft Office 365): Exchnge Web Services (EWS) nd Appliction Impersontion must be enbled in Office 365. Sge CRM - Softwre Requirements nd Mobile Fetures Pge 9 of 15
Sge CRM ws tested with Business plns of Office 365. Outlook plugins Softwre Clssic Outlook Plugin Lite Outlook Plugin Microsoft Outlook Supports Outlook supplied with: Microsoft Office 2016 32-bit editions (Home, Business, nd Professionl) Microsoft Office 2013 32-bit editions (Home, Business, nd Professionl) Microsoft Office 2010 32-bit editions (Home, Business, nd Professionl) Microsoft Office 365 You must hve the 32-bit desktop version of Outlook pp instlled on your computer. Supports Outlook supplied with: Microsoft Office 2016 32-bit nd 64-bit editions (Home, Business, nd Professionl) Microsoft Office 2013 32-bit nd 64-bit editions (Home, Business, nd Professionl) Microsoft Office 2010 32-bit nd 64-bit editions (Home, Business, nd Professionl) Microsoft Office 365 You must hve the 32-bit or 64-bit desktop version of Outlook pp instlled on your computer. Microsoft Exchnge Microsoft.NET Frmework See Microsoft Exchnge in this document. Mke sure the following versions re instlled on client computers: Microsoft.NET Frmework 4.6 Microsoft.NET Frmework 3.5 Microsoft Internet Explorer 11 32-bit edition only. Comptibility View is not supported. Access Sge CRM with this web browser to instll nd use the Outlook plugins. Sge CRM - Softwre Requirements nd Mobile Fetures Pge 10 of 15
Citrix XenApp Note: Some Sge CRM fetures re not vilble when Sge CRM is deployed vi XenApp. For more informtion see, the System Administrtor Help on the Sge CRM Help Center. Supported version Protocols Supported ppliction delivery methods Citrix XenApp 7.6, 32-bit nd 64-bit editions HTTP, HTTPS Publish desktops Publish pplictions Remote Desktop Services (formerly Terminl Services) Note: For more informtion on how to instll nd use Sge CRM Outlook plugins with Remote Desktop Services, see the System Administrtor Help on the Sge CRM Help Center. Supported version Protocols Supported ppliction delivery methods RDS supplied with: Windows Server 2016 Stndrd Windows Server 2012 R2 Stndrd or Dtcenter HTTP, HTTPS Publish full desktop Virtuliztion Sge CRM cn run on ny virtuliztion environment. Sge CRM - Softwre Requirements nd Mobile Fetures Pge 11 of 15
Fetures vilble on mobile devices Ese of use Viewing dt Adding, uploding, or modifying dt Reports nd workflows Dshbords Communicting Ese of use Feture Desktop theme on tblet Mobile theme iphone pp Android pp In-product help Support of ntive device UI elements Multilingul support Offline ccess Sge CRM - Softwre Requirements nd Mobile Fetures Pge 12 of 15
Viewing dt Feture Desktop theme on tblet Mobile theme iphone pp Android pp View contcts or people View compnies View leds View opportunities View Sge CRM Builder modules View cses View notes View recent items/history Sge CRM - Softwre Requirements nd Mobile Fetures Pge 13 of 15
Adding, uploding, or modifying dt Feture Desktop theme on tblet Mobile theme iphone pp Android pp Add or import people Add or import compnies Add or import leds Add opportunities Add cses Add notes Flg fvorites Set phone lerts from the clendr Uplod dt Uplod or ttch documents Reports nd workflows Feture Desktop theme on tblet Mobile theme iphone pp Android pp Crete reports Generte reports Use workflows Sge CRM - Softwre Requirements nd Mobile Fetures Pge 14 of 15
Dshbords Feture Desktop theme on tblet Mobile theme iphone pp Android pp Clssic dshbord Interctive dshbord Communicting Feture Desktop theme on tblet Mobile theme iphone pp Android pp Auto communiction logging from clls, emils, nd SMS Mil merge Mp linking from ddress detils Outbound cll hndling Mrketing cmpigns Sge CRM - Softwre Requirements nd Mobile Fetures Pge 15 of 15