Sage SalesLogix

Implementation Guide
Version 7.2
Developed by Sage SalesLogix Technical Publications
Sage SalesLogix Implementation Guide
Documentation This documentation was developed by Sage SalesLogix Technical Publications. For content
Comments revisions, questions, or comments, contact the writers at [email protected].

Copyright Copyright © 1997-2007, Sage Software, Inc. All Rights Reserved.

This product and related documentation are protected by copyright and are distributed under
licenses restricting their use, copying, distribution, and decompilation. No part of this product
or related documentation may be reproduced in any form by any means without prior written
authorization of Sage Software and its licensors, if any.

Version Version 7.2 (062107)

2007

Trademarks SalesLogix is a registered trademark of Sage Software, Inc.

Other product names may be trademarks or registered trademarks of their respective
companies and are hereby acknowledged.

Disclaimer Sage Software has thoroughly reviewed this manual. All statements, technical information,
and recommendations in this manual and in any guides or related documents are believed
reliable, but the accuracy and completeness thereof are not guaranteed or warranted, and they
are not intended to be, nor should they be understood to be, representations or warranties
concerning the products described. Sage Software assumes no responsibility or liability for
errors or inaccuracies with respect to this publication or usage of information. Further, Sage
Software reserves the right to make changes to the information described in this manual at
any time without notice and without obligation to notify any person of such changes.

Technical Technical Support is available to customers who purchased their support contracts directly
Support from Sage Software, and to Certified Business Partners. Calls are answered during business
hours, Monday through Friday, excluding holidays. More information about the levels of
Technical Support available can be found on the Sage CRM Solutions Web site at http://
www.sagecrmsolutions.com/products/sagesaleslogix/support.

Customers with a valid technical support contract and a Web access code can request technical
support electronically on the Sage SalesLogix SupportOnline Web site: http://
support.saleslogix.com. Revisions to the PDF are also posted on this Web site.
 Contents

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
What You Need to Know . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Planning Your Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Part I Installing with the Express Installation

Chapter 1 Implementation Checklist - Express Installation . . . . . . . . . . . . . . . . . . 5

Chapter 2 Preparing for Implementation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

General Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Client Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
SpeedSearch Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Outlook Integration Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Understanding Additional Security Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Running Sage SalesLogix as a Restricted User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 3 Installing with Sage SalesLogix Express . . . . . . . . . . . . . . . . . . . . . . . . 13

Understanding Sage SalesLogix Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Running the Express Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 4 Configuring the Sage SalesLogix System . . . . . . . . . . . . . . . . . . . . . . . 15

Logging On to the Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Understanding the Setup Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Adding Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Entering Office Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Adding Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Configuring Sage SalesLogix Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Setting Database Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Activating Advanced Outlook Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Setting Accounting Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Adding Customer Service and Support Information. . . . . . . . . . . . . . . . . . . . . . . 19
Running Sage SalesLogix on a Multiuser Environment . . . . . . . . . . . . . . . . . . . . 20
Example Registry Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Maintaining Database Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Chapter 5 Configuring Sage SalesLogix Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Understanding the Admin User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Creating Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Adding New Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Configuring Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Setting Access to Customer Service Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Chapter 6 Installing Network Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Creating Automated Client Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Installing the Sage SalesLogix Network Client . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Performing an Automated Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Performing a Manual Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Starting the Sage SalesLogix Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Understanding Outlook Integration and Intellisync for Sage SalesLogix . . . . . . .30
Configuring Outlook Integration and Intellisync for Sage SalesLogix . . . . . . . . . . . . . . . 30
Adding Outlook Contacts to Sage SalesLogix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Adding Address Lists to the Outlook Addressing Tab . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Creating Area, Category, and Issue Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Chapter 7 Configuring Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Configuring the Marketing Services Configuration Manager . . . . . . . . . . . . . . . . .35
Creating a Marketing Services Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Creating a Marketing Services User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Chapter 8 Configuring the Synchronization Server. . . . . . . . . . . . . . . . . . . . . . . . . 39

Creating Synchronization Transfer Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Creating a Network Synchronization Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Creating an FTP Synchronization Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Setting Up a Sage SalesLogix FTP Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Creating an FTP Sync Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Creating an HTTP Synchronization Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Setting Up a Sage SalesLogix HTTP Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Creating an HTTP Sync Transfer Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Starting the Synchronization Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Modifying Virus-Checking Software for the Synchronization Server. . . . . . . . . . . . . . . . 45
Understanding the Monitor Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Chapter 9 Configuring the Sage SalesLogix Remote Client. . . . . . . . . . . . . . . . . . . 47

Planning for Remote Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Using Subscription . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Creating Subscription Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Manually Subscribing to Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Configuring Remote User Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Setting Synchronization Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Creating a Remote User Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Installing the Sage SalesLogix Remote Client . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Performing an Automated Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Performing a Manual Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Installing the Remote User Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Starting the Sage SalesLogix Remote Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Creating a SpeedSearch Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Part II Installing with the Standard Installation

Chapter 10 Implementation Checklist - Standard Installation . . . . . . . . . . . . . . . . . 57

Required Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Synchronization Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
 Remote User Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Remote Office Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Chapter 11 Preparing for Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

General Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Client Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
SpeedSearch Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Remote Office Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Outlook Integration Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Understanding Logging Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Understanding the Logging Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Creating the Logging Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Creating the Remote Office Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Sharing Folders and Granting Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Granting Full Access Rights to All Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Sharing Folders and Granting Rights to User Groups . . . . . . . . . . . . . . . . . . . . . . . . . .67
Creating User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Sharing Folders by Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Understanding Additional Security Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Running Sage SalesLogix as a Restricted User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

Chapter 12 Installing with Sage SalesLogix Standard . . . . . . . . . . . . . . . . . . . . . . . 69

Understanding Sage SalesLogix Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Running the Standard Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Creating Database Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Creating Microsoft SQL Server 2000 Database Connections . . . . . . . . . . . . . . . . . . . . .72
Creating Microsoft SQL Server 2005 Database Connections . . . . . . . . . . . . . . . . . . . . .73
Creating Oracle Database Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Creating Client Database Connections for Oracle . . . . . . . . . . . . . . . . . . . . . . . . . 76
Creating a Net Service Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Creating a Client Database Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Chapter 13 Configuring the Sage SalesLogix System. . . . . . . . . . . . . . . . . . . . . . . . 79

Logging On to the Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Understanding the Setup Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Adding Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Entering Office Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
Adding Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Configuring SpeedSearch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Understanding SpeedSearch Indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Configuring SpeedSearch for Multiple Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Configuring Sage SalesLogix Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Setting Database Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Setting Conflict Resolution Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Activating Advanced Outlook Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Setting Accounting Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
 Adding Customer Service and Support Information . . . . . . . . . . . . . . . . . . . . . . .85
Running Sage SalesLogix on a Multiuser Environment . . . . . . . . . . . . . . . . . . . . .86
Example Registry Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Maintaining Database Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87

Chapter 14 Configuring Sage SalesLogix Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Planning for Sage SalesLogix Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
Understanding the Admin User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Creating Departments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Creating Administrative Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Creating Security Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Creating Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91
Creating User Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Configuring General Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Setting Employee Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Setting Security Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Setting Client System Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Setting Service and Support Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Adding New Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Configuring Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Setting Access to Customer Service Management . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Understanding Optional User Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . .99
Creating Teams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Chapter 15 Installing Network Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Creating Automated Client Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101
Installing the Sage SalesLogix Network Client . . . . . . . . . . . . . . . . . . . . . . . . . .102
Performing an Automated Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Performing a Manual Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Starting the Sage SalesLogix Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Understanding Outlook Integration and Intellisync for Sage SalesLogix . . . . . .104
Configuring Outlook Integration and Intellisync for Sage SalesLogix . . . . . . . . . . . . . . 104
Adding Outlook Contacts to Sage SalesLogix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Adding Address Lists to the Outlook Addressing Tab . . . . . . . . . . . . . . . . . . . . . . . . . 106
Creating Area, Category, and Issue Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106

Chapter 16 Configuring Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Configuring the Marketing Services Configuration Manager . . . . . . . . . . . . . . . .109
Creating a Marketing Services Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111
Creating a Marketing Services User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Chapter 17 Configuring the Synchronization Server. . . . . . . . . . . . . . . . . . . . . . . . 113

Creating Synchronization Transfer Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
Creating a Network Synchronization Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Creating an FTP Synchronization Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Setting Up a Sage SalesLogix FTP Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Creating an FTP Sync Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Creating an HTTP Synchronization Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Setting Up a Sage SalesLogix HTTP Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Creating an HTTP Sync Transfer Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Creating a Synchronization Service Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119
 Starting the Synchronization Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Modifying Virus-Checking Software for the Synchronization Server . . . . . . . . . . . . . . . 122
Understanding the Monitor Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Chapter 18 Configuring the Sage SalesLogix Remote Client . . . . . . . . . . . . . . . . . 123

Planning for Remote Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Using Subscription. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Creating Subscription Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Manually Subscribing to Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Configuring Remote User Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Setting Synchronization Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Creating a Remote User Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Installing the Sage SalesLogix Remote Client . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Performing an Automated Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Performing a Manual Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Installing the Remote User Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Starting the Sage SalesLogix Remote Client . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Creating a SpeedSearch Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Chapter 19 Configuring a Remote Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Configuring the Remote Office Profile . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 131
Adding Users to a Remote Office . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 132
Creating a Remote Office Database . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 132
Installing a Remote Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 133
Installing the Remote Office Database . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 134
Starting the Remote Office Synchronization Client . . . . . . . . . .. . . . . . . . . . . . 134
Installing Remote Office Network Clients . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 135

Appendix A Creating a Database for Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Creating an Oracle Database Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Creating a Database Instance on Oracle 9.2.0.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Creating a Database Instance on Oracle 10.2.0.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Creating a Net Service Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Configuring the Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Creating Tablespaces and Data Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Creating the Database Login. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Importing the Database Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Indexing the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Adding Database Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Appendix B Automating Client Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Customizing the Sage SalesLogix Configuration File . . . . . . . . . . . . . . . . . . . . . 143
Understanding Features and Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Example Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Customizing the Administrative Tools and Servers Configuration File. . . . . . . . 146

Appendix C Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
 Introduction

Sage SalesLogix is the leading customer relationship management solution that enables small
to medium-sized businesses to acquire, retain, and develop profitable customer relationships
through integrated Sales, Marketing, Customer Service, and Support automation solutions.

About This Guide

This is the Sage SalesLogix Implementation Guide. It provides step-by-step instructions for
installing Sage SalesLogix. This guide is written for system administrators and information
system (IS) professionals.
The Sage SalesLogix Implementation Guide consists of two sections:
• Part I: Installing with Sage SalesLogix Express – This section explains the steps required
to install and configure Sage SalesLogix using the Express Installation. The Express
Installation is intended for an implementation of 5 to 25 users using the Microsoft SQL
Server database platform.
• Part II: Installing with Sage SalesLogix Standard – This section explains the steps
required to install and configure Sage SalesLogix using the Standard Installation. The
Standard installation is intended for implementations that have more than 25 users, run
Sage SalesLogix on Oracle, run Sage SalesLogix over the Web, or include one or more
Remote Offices.

The Help symbol precedes online Help topic names, where you can find
additional information about features or procedures not detailed in this guide.

What You Need to Know

The Sage SalesLogix Implementation Guide assumes you have a working knowledge of
Microsoft Windows operating systems, as well as experience with relational database
management systems. You should also understand the client/server computing environment,
especially networking strategies for network and remote users.
You should be familiar with your database platform and its operation and administration.
Depending on the selected database platform, a Database Administrator (DBA) may be
required for database tuning, maintenance, and customizations.

Planning Your Implementation

The most important element of a successful implementation is planning. The Sage SalesLogix
Planning Guide helps you plan your implementation process, from developing an
implementation schedule to rolling out the system. The Sage SalesLogix Planning Guide helps
you:
• Determine who will perform the implementation and select your implementation team.
• Understand the product components and their purpose.
• Select the hardware for each component.

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Introduction

• Determine a method for synchronizing data between the main office and remotes (if
applicable).
• Prepare your network for Sage SalesLogix.
You can obtain a copy of the Sage SalesLogix Planning Guide on the Sage SalesLogix DVD,
from your Business Partner, from a Professional Services Group (PSG) representative, or on
Sage SalesLogix SupportOnline/Sage Software Online Support and Services at
http://www.support.saleslogix.com.

Related Documentation
In addition to the Sage SalesLogix Implementation Guide and Sage SalesLogix Planning
Guide, the following documentation is available. All documents are available on
SupportOnline/Sage Software Online Support and Services.
• The Compatibility Checklist outlines the hardware and software currently recommended
for a Sage SalesLogix implementation.
• The Sage SalesLogix Web Implementation Guide provides detailed instructions for
installing and configuring the Sage SalesLogix Web Client and other SalesLogix Web
interfaces, such as Customer Portal and LeadCapture. The Sage SalesLogix Web
Implementation Guide is available on the Sage SalesLogix DVD.
• The Sage SalesLogix LAN Developers Reference provides VBScript, COM, and SQL
functions you can use to customize Sage SalesLogix to meet your specific needs.
• The Sage SalesLogix API Reference online Help provides information about functions and
code that you can use to customize Sage SalesLogix to meet the needs of your business.
Additional resources and documentation are available on the Sage SalesLogix
SupportOnline/Sage Software Online Support and Services Web site at
http://support.saleslogix.com, and Help is available in each Sage SalesLogix application.

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 Part I
Installing with the Express Installation
 Chapter 1
Implementation Checklist - Express Installation

The Express Installation is intended for a Sage SalesLogix configuration of 5 to 25 users using
the Microsoft SQL Server database platform. If your implementation includes more than 25
users, Oracle, the Web, or Remote Offices, you should use the Standard Installation as
detailed in Part II of this guide. For Express installations, the Database Server, Sage
SalesLogix Server, and Administrative Workstation are all located on one computer.
This implementation checklist outlines the tasks you must complete to implement Sage
SalesLogix using the Express Installation (for additional configuration information and tasks
not required for an Express Installation, review the Standard Installation section of this
guide). These tasks are designed to help you organize and make decisions regarding your
Sage SalesLogix implementation. Any tasks that are recommended, but not required, are
designated as Optional.
If you are implementing Sage SalesLogix for the first time, read each chapter thoroughly to
ensure you have correctly completed the necessary steps. If you are upgrading from a
previous version, refer to the appropriate Upgrading document located in the Documentation
folder on the Sage SalesLogix DVD.

9 Task Page Computer

1 Read the Sage SalesLogix Planning Guide and
create an implementation plan.
2 Install and configure your system prerequisites. 9 All computers and servers
3 Install the Sage SalesLogix Server components. 13 Database Server
4 Add the appropriate Sage SalesLogix licenses. 16 Administrative Workstation
5 Enter your main office information. 16 Administrative Workstation
6 Configure options. 17 Administrative Workstation
7 Add Office Information for Customer Service and 19 Administrative Workstation
Support.
Note This task applies if your installation uses
customer service or support features.
8 If necessary, configure the SLXSystem.exe to run 20 Administrative Workstation
as a Windows Service.
9 Add new users and configure user profiles. 23 Administrative Workstation
10 Set access to Customer Service Management 26 Administrative Workstation
options.
Note This task applies if your installation uses
customer service or support features.
11 (Optional) Create automated installations for the 27 Administrative Workstation
Sage SalesLogix Network Client.
12 Install the Sage SalesLogix Network Client on all 28 Sage SalesLogix Client
Sage SalesLogix user’s computers. computers
13 Start the Sage SalesLogix Network Client. 29 Sage SalesLogix Client
computers

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Implementation Checklist - Express Installation

9 Task Page Computer

14 (Optional) Configure Outlook Integration and 30 Sage SalesLogix Client
Intellisync for Sage SalesLogix on each Sage computers
SalesLogix Network user’s computer.
15 Create Area, Category, and Issue lists. 32 Sage SalesLogix Client
Note This task applies if your installation uses computer
customer service or support features.
16 (Optional) Configure Marketing. 35 Sage SalesLogix Server
Remote User Tasks
17 Configure synchronization transfer profiles for your 39 Administrative Workstation
selected method of synchronization.
18 Start the Synchronization Server (Sync Server). 45 Synchronization Server
19 Create subscription rules and assign them to 47 Administrative Workstation
Remote users.
20 Set synchronization options and assign a 48 Administrative Workstation
synchronization transfer profile to each Remote
user.
21 Create Remote user databases. 49 Administrative Workstation
22 Install the Sage SalesLogix Remote Client. 50 Sage SalesLogix Remote
Client computers
23 Install the Remote user database. 51 Sage SalesLogix Remote
Client computers
24 Start the Sage SalesLogix Remote Client on every 52 Sage SalesLogix Remote
Remote user’s computer. Client computers
25 (Optional) Create a SpeedSearch schedule on the 52 Sage SalesLogix Remote
Remote user’s computer. Client computers

After completing the previous tasks, you can begin using Sage SalesLogix. However, you may
want to learn more about the following features to further customize your implementation.
Conflict Resolution You can define the criteria to use during synchronization to determine
what changes are kept when more than one user has changed data. See “Setting Conflict
Resolution Options” on page 84 for more information.
Dashboards Dashboards allow users to display and interact with a variety of analytical
information in a dashboard. You can set options to display data relative to a specified fiscal
calendar, the Gregorian calendar, or both. See the “Displaying the Sales Dashboard” topic in
the Sage SalesLogix Client Help for more information.
Departments You can create additional departments to assign to users. See “Creating
Departments” on page 89 for more information.
Multi-currency If your company has users in multiple countries using different currencies,
you can enable multi-currency support. See the “Managing Currency” topic in the
Administrator Help for more information.
Password Options You can set restrictions on user passwords. For example, you can require
that all users have a password (not blank). See the “Setting Password Options” topic in the
Administrator Help for more information.

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 Implementation Checklist - Express Installation

Sales Processes Sales Processes are groups of steps and procedures that help users manage
their Sales pipeline. A sales process shows users the steps to complete while working to make
the sale. Processes can also prompt the user to complete activities, such as making phone
calls and writing letters. For information on creating and managing Sales Processes, see the
“Managing Sales Processes” topic in the Architect or Sage SalesLogix Client Help.
Sage SalesLogix Mobile Sage SalesLogix Mobile extends Sage SalesLogix functionality to
Pocket PC and BlackBerry devices. Sage SalesLogix Mobile provides instant access to
customer information wherever you are and exactly when you need it; all via a compact,
convenient, handheld-based application. Sage SalesLogix Mobile is add-on functionality that
requires separate installation and pricing. Contact your Sage SalesLogix representative for
more information.
SpeedSearch If necessary, you can customize the SpeedSearch indexes (requires the
SpeedSearch Server Advanced license) and index schedules. See the “Managing SpeedSearch
Indexes” and “Managing SpeedSearch Schedules” topics in the Administrator Help for more
information.
Synchronization Service Profile You can create profiles to run synchronization on a specific
schedule without an administrator logged on to the server. See “Creating a Synchronization
Service Profile” on page 119 for more information.
Teams You can create teams of users who require access to the same set of accounts. See
“Creating Teams” on page 99 for more information.
Windows Authentication With Windows Authentication, users are automatically logged on
without entering their Sage SalesLogix user names or passwords. See the “Using Windows
Authentication” topic in the Administrator Help for more information.

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Implementation Checklist - Express Installation

8 Sage SalesLogix Implementation Guide v7.2

 Chapter 2
Preparing for Implementation

Before installing Sage SalesLogix, review and address the system prerequisites. This chapter
outlines the necessary requirements for a successful implementation.
Note For Express installations, the Database Server, Sage SalesLogix Server, Sync Server, and
Administrative Workstation are all located on one computer.

General Requirements
• Sage SalesLogix Planning Guide. Read this manual to help plan your entire
implementation.
• Compatibility Checklist. Refer to this document to ensure your hardware and software
meet Sage SalesLogix supported versions.
• Administrator rights for the computer on which you are installing Sage SalesLogix
components. See your Microsoft documentation for instructions on granting administrator
rights using one of the following options:
• Add each user to the local machine’s Admin group for the duration of the
implementation.
• Use a domain user account that is a member of the domain admin group for the
duration of the implementation.
You do not need administrator rights to run the Sage SalesLogix Client, Sync Client, or Mail
Client.
• Latest supported Windows Service Pack. Install the latest supported service pack for your
Windows platform, available from Microsoft at www.microsoft.com.
• MDAC (Microsoft Windows versions earlier than Vista) or Microsoft DAC (Windows Vista).
Microsoft Data Access Components are required on every computer running Sage
SalesLogix.
• Microsoft SQL Express installed on the Administrative Workstation. Microsoft SQL Express
is required if you have a Microsoft SQL Server 2000 database and there will be Remote
users created, or if the Resync utility will be used.
If Microsoft SQL Express is installed with Sage SalesLogix, it installs as a SALESLOGIX
instance with the sa password set to SLXMaster. If you install Microsoft SQL Express from
another source, you must set the sa password to SLXMaster (it is generally blank). To
install Microsoft SQL Express with the same configuration settings as Sage SalesLogix, use
one of the following files on the Sage SalesLogix DVD:
• For the Administrative Tools and Servers installation, run ...\SQLExpress\setup.exe
/settings "...\<SQLExpress>\Administrative Tools and Servers.ini"
• For the Sage SalesLogix Client installation, run ...\SQLExpress\setup.exe /settings
"...\<SQLExpress>\SalesLogix Client.ini".
• Microsoft .NET Framework. .NET Framework is required for .NET Extensions on the
Administrative Workstation, Architect, and Sage SalesLogix Client computers.
The Sage SalesLogix installation automatically installs .NET if the Framework is not
detected on the computer where you are installing Sage SalesLogix.
• Microsoft Windows Installer. Windows Installer is required for use with .NET Framework.
The Sage SalesLogix installation automatically installs Windows Installer if it is not
detected on the computer where you are installing Sage SalesLogix.
• TCP/IP installed and configured on every computer running Sage SalesLogix. TCP/IP is
required as the network communication protocol.

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Preparing for Implementation

• Microsoft Internet Explorer. You must install Internet Explorer on every computer running
Sage SalesLogix. Refer to the Compatibility Checklist for supported versions.
• Microsoft Collaboration Data Objects. If you plan to run agents with e-mail output, you
must install the Collaboration Data Objects (CDO.dll) on your Sync Server.
• For Outlook XP, Collaboration Data Objects can be installed from the Control Panel >
Add or Remove Programs > MS Office > Change > Add or Remove Features >
Microsoft Outlook > Collaboration Data Objects > Run from My Computer.
• For Outlook 2007, download Collaboration Data Objects version 1.2.1 from the
Microsoft Web site at www.microsoft.com.
• Microsoft Word. You must install Word on the Administrative Workstation (or the
computer on which you install Architect) for template management and on each Sage
SalesLogix Client computer for mail merge.
• Crystal Reports Professional. If you plan to create or edit reports, you must install Crystal
Reports on the Administrative Workstation (or the computer on which you install
Architect) for report management.
The Crystal Reports installation is available as an option on the Sage SalesLogix DVD
browser.
• Mail client configured on the Administrative Workstation.
• Adobe Acrobat Reader. Required to view Sage SalesLogix documentation.
• No debuggers, programs, or screen savers running. Close all programs and turn off all
debuggers, screen savers, or anti-virus programs that may interfere with the installation.
For Visual Studio installed with Microsoft SQL Server 2005, launch Visual Studio > Tools >
Options > Debugging > Just-In-Time > and clear all three options.

Server Requirements
In addition to the “General Requirements” in the previous section, ensure the Server
computer(s) meet the following requirements.
• Microsoft SQL Server. Your database platform must be installed and running on the
Database Server.
Note By default, Sage SalesLogix uses the OLE DB Provider installed with MDAC v2.8. If your
implementation uses the SQL 2005 Native OLE DB Provider, you must install that provider
on any computer where Sage SalesLogix is installed.
• SQL Server Sort Orders set to 52 or 54. To check sort order information, type sp_helpsort
in SQL Server Query Analyzer.
• Sort Order 52 - Dictionary order, case-insensitive, for use with the 1252 character
set.
• Sort Order 54 - Dictionary order, case-insensitive, accent-insensitive, for use with the
1252 character set.
• SQL Server security set to SQL Server and Windows authentication.
To change the authentication mode, open Enterprise Manager, right-click the appropriate
server, and then click Properties. On the Security tab, set the Authentication to SQL Server
and Windows.
• Microsoft SQL Server Client and Server component versions match. For example, if the
Connection Manager uses the Microsoft SQL Server 2005 driver, then the Sage SalesLogix
Clients must use the 2005 driver.
• SYSDBA user is not assigned the System Administrators role. If the System
Administrator’s role within Microsoft SQL Server is selected for the SYSDBA user, you
cannot log on to Sage SalesLogix.

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 Preparing for Implementation

Client Requirements
In addition to the “General Requirements” on page 9, ensure the following are set up on each
Client computer.
• Microsoft SQL Express or Microsoft SQL Server. For Remote Clients only, Microsoft SQL
Express or Microsoft SQL Server must be installed. See the Compatibility Checklist for
supported versions.
If Microsoft SQL Express is installed with Sage SalesLogix, it installs as a SALESLOGIX
instance with the sa password set to SLXMaster. If you install Microsoft SQL Express from
another source, you must set the sa password to SLXMaster (it is generally blank). To
install Microsoft SQL Express with the same configuration settings as Sage SalesLogix, use
one of the following files on the Sage SalesLogix DVD:
• For the Administrative Tools and Servers installation, run ...\SQLExpress\setup.exe
/settings "...\<SQLExpress>\Administrative Tools and Servers.ini"
• For the Sage SalesLogix Client installation, run ...\SQLExpress\setup.exe /settings
"...\<SQLExpress>\SalesLogix Client.ini".
• Microsoft Outlook. You must install Outlook if you are using Outlook Integration. Ensure
Outlook is installed and configured before installing Sage SalesLogix.
See “Outlook Integration Requirements” in the following section for additional requirements.
• Small Fonts/Normal Size. Ensure the user’s Windows’ Display settings are set to Small
Fonts or Normal Size (the name of the option varies depending on which version of
Windows is installed).
To access this setting from the Windows Control Panel, double-click Display. On the
Settings tab, click Advanced.
• Data Execution Prevention (DEP) for essential Windows programs and services only. If
you are running Sage SalesLogix on Windows Vista, ensure this setting is enabled.
To access this setting, right-click My Computer > Properties > System Properties >
Advanced tab > Performance > Settings > Performance Options > Data Execution
Prevention tab > Turn on DEP for essential Windows programs and services only.
• Use User Account Control (UAC) to help protect your computer. If you are running Sage
SalesLogix on Windows Vista, ensure this setting is disabled.
To access this setting from the Windows Control Panel, double-click User Accounts and
then click the Turn User Account Control on or off hyperlink.

SpeedSearch Requirements
In addition to the “General Requirements” on page 9, ensure the following requirement is met
if your implementation includes SpeedSearch running on Windows Vista Business Edition.
• Admin user configured to run the SpeedSearch Service. If the SpeedSearch Service is
installed on a machine with Windows Vista Business Edition, the Local System Account
does not have enough inherited permissions to run the service.

Outlook Integration Requirements

In addition to the “General Requirements” on page 9, ensure the following requirements are
met if you are using Outlook Integration.
• Install and configure Outlook before installing Sage SalesLogix.

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Preparing for Implementation

• Set Internet Security. If your company uses Windows 2003, you must adjust the default
Internet Security setting in order for the Outlook Integration menu and toolbar items to
display.
To adjust security, open Internet Explorer. On the Tools menu, click Internet Options, click
the Security tab, and then set the Security level for the Internet zone to any setting other
than High.
• Download the WinHelp Engine (WinHlp32.exe). If you are running Sage SalesLogix on
Windows Vista and will synchronize information using Intellisync for Sage SalesLogix, you
must download the WinHelp engine to access the Online Help. Windows Vista does not
include the Help engine necessary for viewing the Intellisync for Sage SalesLogix Help.
Refer to the Microsoft Web site for download information.

Understanding Additional Security Options

To control security at a user level, you can create restricted users for Sage SalesLogix. Since
Admin rights to the local Windows computer are not required to run the Sage SalesLogix
Client, a restricted user with limited rights has full functionality.

Running Sage SalesLogix as a Restricted User

Although Admin rights are not required to run Sage SalesLogix, users need permissions to
access specific directories on the local computer. You can set permissions using one of the
following methods:
• Add the user to the local machine’s Power User’s group. Although this allows more than
the minimum required rights, it requires less administration.
• Set permissions to specific directories. This grants the minimum required permissions but
requires more administration. Set permissions to the following:
• (Read/Write Access) Program Files\SalesLogix\SlxIntellisync folder.
• (Read/Write Access) Program Files\Common Files\PUMATECH Shared - this folder is
created during the Sage SalesLogix Client installation.
• (Read/Write Access) Program Files\Microsoft SQL Server\instance name\Data folder -
this folder is only needed for Remote users running Sage SalesLogix on a Microsoft
SQL Express database.
• (Citrix users only) Copy the contents of the Business Objects folder from the
Windows folder to the Windows Folder\System 32.
Note Restricted users cannot register custom ActiveX objects contained in some Sage SalesLogix
Client views. A user with Admin rights must license and install the necessary components
on each Sage SalesLogix Client computer.

After completing this chapter...

You have completed tasks 1-2 of the implementation checklist. See Chapter 3, “Installing with Sage
SalesLogix Express” to install Sage SalesLogix.

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 Chapter 3
Installing with Sage SalesLogix Express

Before completing this chapter...

Verify you have installed the prerequisites described in Chapter 2, “Preparing for Implementation.”

The Express Installation installs the following components. In addition, the installation
creates and shares the default system folders.
• Sage SalesLogix Databases (Microsoft SQL Server)
• Sage SalesLogix Server
• Administrator
• Architect
• Sage SalesLogix Utilities
• SpeedSearch Service
• Synchronization Service
For more information on system components, see the Sage SalesLogix Planning Guide.

Understanding Sage SalesLogix Databases

The Express installation installs both the blank and evaluation Microsoft SQL Server
databases and automatically creates two database connections named SalesLogix_Server (to
the blank database) and SalesLogix_Eval (to the evaluation database).
The databases are installed to the same location as the Master.mdf (typically in the Microsoft
SQL Server Data folder. The Data folder is a sub folder under your SQL instance name folder.)
unless you have specified a different default data directory. If the Sage SalesLogix installation
does not find SQL Server, or a Sage SalesLogix database already exists, the databases are
not installed.
SalesLogix.mdf This is your production database. The user name for this database is admin;
the password is password.
SalesLogix_Eval.mdf This database contains accounts, contacts, tickets, defects, and so on,
for demonstration or testing purposes. You can log on as admin, Lee, Dan, or any other
regular user in the database. No password is required.
Important Do not use the evaluation database as your production database.

Running the Express Installation

Install Sage SalesLogix directly from the Sage SalesLogix DVD or from a network drive. To
install from a network drive, copy the entire contents of the DVD to a shared network
directory.
If the installation detects that MDAC must be updated, you will be prompted to install it. The
installation may appear inactive while MDAC is installed. After MDAC is installed, the
computer is restarted without warning. Then, the Sage SalesLogix installation continues.

To run the Express installation

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.

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Installing with Sage SalesLogix Express

2. On the Sage SalesLogix Installation screen, click Express Server Installation.

Note If you do not have Microsoft .NET Framework installed, the Sage SalesLogix installation
may appear to be inactive while installing the Framework. This installation may take a long
time.
3. On the Welcome and License Agreement screens, read the information, accept the
agreement, and then click Next.
4. If you have a password set for the sa account on the SQL Server, the SQL Server sa
password screen appears. Type your sa password in the appropriate box and then click
Next to continue.
5. On the remaining screens, click Install and Finish to complete the installation.
• To automatically open the Administrator after the installation, select the Launch
Administrator check box.
• The Install .Net AJAX Extensions, Install SQL Server 2k5 Exception Message Box, and
Install SQL Server 2k5 Backwards Compatibility check boxes are selected as
appropriate for your system configuration. If necessary, these components will be
installed after Sage SalesLogix.
6. If necessary, reboot your computer.

The next step...

Depending on your installation and licenses, you may need to do the following after running the Express
Installation:

• If you are installing on Windows XP or 2003 Server, you must share the Sync Logs folder (created
during the installation) and set security to Full Control. The Sync Logs folder is created in \\My
Server\Sync Logs.
• To enable SpeedSearch to function correctly, you must place all files and folders to be included in
the default indexes in the C:\Program Files\SalesLogix\SpeedSearch\TextFile folder on the computer
to which you installed Sage SalesLogix. If you plan to customize the SpeedSearch indexes to include
files located on another computer, you must change the Local System Account to a Network user.
See “Server Requirements” on page 62 for more information about creating a Network user
(SLXService) with the necessary access. See “Managing SpeedSearch Indexes” in the Administrator
Help for more information on customizing SpeedSearch indexes.

After completing this chapter...

You have completed task 3 of the implementation checklist. See Chapter 4, “Configuring the Sage
SalesLogix System” to configure Sage SalesLogix.

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 Chapter 4
Configuring the Sage SalesLogix System

Before completing this chapter...

Install Sage SalesLogix using the Express installation as described in Chapter 3, “Installing with Sage
SalesLogix Express.”

Once you have installed the components necessary for your implementation, you must log on
to the Administrator and complete the following tasks:
• Add licenses.
• Enter Office information.
• Configure Sage SalesLogix options.
• Add Customer Service and/or Support information (if you are using the customer service
and/or support features).

Logging On to the Administrator

The Administrator is used to manage users, servers, and offices. The following steps are also
used when logging on to other Client applications, such as Architect, Sage SalesLogix Client,
and so on.

To log on to the Administrator

1. On the Start menu, point to Programs, point to Sage SalesLogix, and then click
Administrator.
2. In the Please log on dialog box:
a. In the Username box, type admin.
b. In the Password box, type the corresponding password for the user name.
The initial admin password for your production (blank) database is password.
Passwords are case-sensitive and must be entered in lowercase characters, with no
spaces.
c. In the Log on to box, ensure the correct database connection name displays (for
example, SalesLogix_Server).
If necessary, you can add a new connection or change an existing connection using the
Connection Manager.
3. Click OK.
If you cannot connect to the database, ensure that the database path is correct in the Data
Link Manager.

Understanding the Setup Assistant

The Setup Assistant is used to simplify the installation of licenses, to simplify the
configuration of your office information, and to create users based on a Windows user list or
pre-configured system templates. You can exit the Assistant at any time and add information
manually.

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Adding Licenses
All implementations require a Sage SalesLogix license (Standard, Advanced, or Premier).
Additional licenses determine the servers, offices, and users you can add to Sage SalesLogix.
See the Sage SalesLogix Planning Guide for a description of each available license.
The first time you log on to a Sage SalesLogix database that does not contain licenses, the
Setup Assistant appears.

To add licenses using the Setup Assistant

1. In the Setup Assistant, select Step 1 - Add Licenses using the License Wizard, and
then click Run Selected Step.
If the Setup Assistant is not open, on the Help menu, click Setup Assistant.
2. In the Customer ID box, type your customer ID.
Ensure your customer ID matches the ID to which Sage SalesLogix issued licenses. Your
licenses correspond with your customer ID.
3. In the License Wizard, add all your licenses, and then click Next.
You can add licenses by typing the license numbers or using copy and paste from a text
file. The License Wizard filters extraneous text from the text file.
4. Depending on your implementation, you may see additional screens prompting for
information related to a Synchronization Server license(s). Use the following to enter
synchronization information:
a. In the Description box, type a name or description for the Sync Server.
b. Click Next.
5. To apply your licenses, click Finish.
Proceed to the following section to complete Step 2.

Entering Office Information

After adding licenses, use the Setup Assistant to enter your main office information. This
information includes your primary address, shipping address, and phone numbers.

To add office information without using the Setup Assistant, see the “Entering Office
Information” topic in the Administrator Help.

To enter office information using the Setup Assistant

1. In the Setup Assistant, select Step 2 - Enter Office Information, and then click Run
Selected Step.
If the Setup Assistant is not open, on the Help menu, click Setup Assistant.
2. Type your company information such as division name (if applicable), primary and
shipping addresses, and telephone numbers.
Note Only the Company Name is a required field.
3. Click OK.

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Adding Users
The last step of the Setup Assistant simplifies the process of adding Sage SalesLogix users.
The process for adding users is detailed in Chapter 5, “Configuring Sage SalesLogix Users.”

The next step...

Do one of the following:

• Complete the information in the following sections to configure your Sage SalesLogix system. Then
use the processes detailed in Chapter 5, “Configuring Sage SalesLogix Users” to add users.
• Refer to Chapter 5, “Configuring Sage SalesLogix Users” to add users. Then return to the
following sections to complete your Sage SalesLogix system configuration.

Configuring Sage SalesLogix Options

You can configure the appearance of the Administrator and Sage SalesLogix Client, set
default password and Remote database options, and configure other custom options. The
options required for a successful implementation are detailed in the following sections.

Refer to the “Configuring SalesLogix Options” topic in the Administrator Help for
information on other options.

Setting Database Options

Database options allow you to configure the default settings when creating Remote user
databases. If your implementation does not include Remotes, you do not need to set
database options.

To set database options

1. On the Administrator Tools menu, click Options, and then click the Database tab.
2. In the Host DB Admin ID box, type the user name of the database system
administrator.
This is usually sa, but may be any admin level SQL Server user identity.
3. In the Host DB Admin password box, type the sa password used by the host database.
4. The Sync Global remote SA Password for existing databases option allows you to
set a global SA password for all Remote users. During synchronization, if the password
set in the Current Remote SA Password box matches the password on the Remote
Microsoft SQL Express instance, then the password is changed to the password set in the
New Remote SA Password box.
Note If the Microsoft SQL Express instance on the Remote was installed from the Sage
SalesLogix DVD, then the default instance password is SLXMaster.
5. In the Create Remote DB in server directory box, type the path to the location where
Remote databases will be created.
The location of the folder can be on the Database Server, the Administrative Workstation’s
Microsoft SQL Express instance, or any Microsoft SQL Server where the appropriate
permissions have been provided (for the sa or similar user). Use the format drive
letter:\shared_folder_path. Do not include the computer name.
Note If you are creating remote databases on the Microsoft SQL Server Host, ensure the
permissions for Creator Owner are set to a minimum of Change.

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6. Select when you want the Data Transformation Services (DTS) file and Remote database
to be created:
• Prepare Remote DB and create it immediately automatically creates and runs
the DTS file. The DTS file creates the Remote database. This is the recommended
option.
• Prepare Remote DB and wait for Administrator creates and saves the DTS file.
This enables you to run the DTS file and create the database at a later time. This
setting is not recommended. This method requires a user interface and scheduler to
connect to the database and run the DTS package.

7. Click OK.

Activating Advanced Outlook Integration

Integration with Microsoft Outlook enables Sage SalesLogix users to use Outlook’s advanced
calendar system when sending e-mail, scheduling activities, and managing contacts. For
example, using Outlook enables users to schedule activities for other Sage SalesLogix users
using the Attendee Availability tab in the Sage SalesLogix Client.
When Advanced Outlook Integration is activated, the following features are enabled. All other
Advanced Outlook Integration features require no activation.
• The Attendee Availability tab appears when a user schedules a meeting or phone call in
the Sage SalesLogix Client, which automatically places the request on the users’ Sage
SalesLogix and Outlook calendars.
• When a user accepts a meeting invitation in Outlook, the meeting is automatically placed
on the user’s Sage SalesLogix and Outlook calendars.

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Internet Only Mode is not recommended for Advanced Outlook Integration.

To activate Advanced Outlook Integration

1. On the Administrator Tools menu, click Options, and then click the Outlook tab.
2. Select the Activate Advanced Outlook Integration check box.
After activating Advanced Outlook Integration, you can add Internet domains that you
want to exclude from Send SLX functionality. When you add a domain, e-mail messages
are not recorded to history for users in that domain and e-mail messages from users in
the domain do not contain the “Flag for Follow up.”
3. Click Add.
4. In the New Domain Entry dialog box, type the domain name.
Use the format sage.com or [email protected]. Domain exclusion settings are case-
sensitive.
5. Click OK.
6. Repeat steps 3-5 to add additional domains.
You must configure Outlook Integration in the Sage SalesLogix Client. This configuration is
outlined in “Configuring Outlook Integration and Intellisync for Sage SalesLogix” on page 30.

Setting Accounting Options

Accounting options contain system-level information that allows Sage SalesLogix to
communicate with external accounting applications. This information must be configured
before database transfer between Sage SalesLogix and the accounting application can take
place.

See the “Setting Accounting Options” topic in the Administrator Help for details.

Adding Customer Service and Support Information

If you are using customer service and/or support features, you must complete the
Service/Support tab on the Office Information dialog box. Use this tab to set the hours of
operation for your business and to determine how tickets are assigned.

To add customer service and support information

1. On the Administrator Navigation Bar, click Systems.
2. Click the Offices tab, double-click your main office in the grid, and then click the
Service/Support tab.
3. In the Open and Close boxes, select the time your normal business hours start and end.
The Hours of Operation area defines the time used for certain reports and follow-up
activities.
4. In the Time units in minutes box, type the smallest billable time unit to use for tracking
the time spent on a ticket.
5. If your company includes the weekend as part of the regular work week, select the Work
weekends check box.

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6. In the Ticket Assignment Options area, select one of the following:

• Unassigned - Tickets are left unassigned until a user views the call and assigns it.
• Logged-in user - Tickets are assigned to the user that saves the ticket.
• Auto-assignment - Tickets are assigned to the user or team associated with an
Area. If an Area has no associated user or team, the ticket is left unassigned. Area
values are configured in “Creating Area, Category, and Issue Lists” on page 32.
7. Select the Default user or team assigned to account overrides Ticket Assignment
Options check box if you want the Default User/Team selected on the Sage SalesLogix
Client > Account > Notifications tab to override the Ticket Assignment Option.
For example, if you set the Ticket Assignment Option to Logged-in user, and select this
check box, any tickets created for an account that has a Default User/Team set in the Sage
SalesLogix Client will be assigned to the defined user/team. Any accounts that do not have
a Default User/Team set, will be assigned to the logged-in user. If this check box is cleared,
new tickets for an account are assigned to the logged-in user even if the account has a
user/team selected as the default for new tickets.
8. Under SpeedSearch, choose whether or not to use an approval process to determine
which new tickets and defects are added to SpeedSearch.

Refer to the “Understanding the SpeedSearch Approval Process” topic in the

Administrator Help for more information.

9. Click OK.

Running Sage SalesLogix on a Multiuser Environment

If you are running Sage SalesLogix on a multiuser environment such as Citrix, Web Server, or
Terminal Server, it is highly recommended that you configure the SLXSystem.exe to run as a
Windows Service. On Windows 2003 SP1 or later, the service must be installed in install
mode. Running SLXSystem.exe as a service removes the startup/shutdown time when the
Client creates a connection to a database using the SLXSystem.exe.
The SLXSystem service starts and stops when connections are created. However, you can set
the service to remain open for a set amount of time before shutting down. To set a specific
amount of time for the service to remain open, add the registry key
HKEY_LOCAL_MACHINE\SOFTWARE\SalesLogix\ShutdownDelay(DWORD). The key accepts
values 1 through 1440, where the value indicates the number of minutes the service will run
before shutting down (after it detects no activity). Setting the value to 0 indicates the service
never shuts down.
By default, the SLXSystem.exe service is set to Automatic with a registry value of 0 so that it
is always on.

To install SLXSystem.exe as a service

1. If currently running, close the current SLXSystem.exe using Task Manager.
2. On the Start menu, click Run.
3. In the Open box, type “C:\Program Files\SalesLogix\SLXSystem.exe” /install.
The service can be removed using the “C:\Program Files\SalesLogix\SLXSystem.exe”
/uninstall command.

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Example Registry Entry

The following is an example registry entry that allows the same Data Link to be available for
users logging on to Sage SalesLogix.
Windows Registry Editor Version 5.00
[HKEY_LOCAL_MACHINE\SOFTWARE\SalesLogix\CUD]
[HKEY_LOCAL_MACHINE\SOFTWARE\SalesLogix\CUD\ADOLogin]
[HKEY_LOCAL_MACHINE\SOFTWARE\SalesLogix\CUD\ADOLogin\Connection1]
"Data Source"="SLX"
"DBPassword"=""
"DBUser"=""
"Extended Properties"="PORT=19026;LOG=ON"
"Initial Catalog"="SLX"
"Provider"="SLXOLEDB.1"
"Alias"="SLX"
@=""

Maintaining Database Security

After installing and configuring Administrator, you should change passwords to maintain
maximum security. For security reasons:
• Change the administrator user password when you configure your users. See the
“Changing a User’s Password” topic in Administrator Help for more information.
• Change your database password using SQL Server Enterprise Manager.
After changing the sysdba password in SQL Server Enterprise Manager, you must change
the password in the Connection Manager on the Sage SalesLogix Server. See the
Connection Manager Help for detailed instructions.

After completing this chapter...

You have completed tasks 4-8 in the implementation checklist. See Chapter 5, “Configuring Sage
SalesLogix Users” to continue your implementation.

Sage SalesLogix Implementation Guide v7.2 21

Configuring the Sage SalesLogix System

22 Sage SalesLogix Implementation Guide v7.2

 Chapter 5
Configuring Sage SalesLogix Users

Before completing this chapter...

Add licenses and configure the system as described in Chapter 4, “Configuring the Sage SalesLogix
System.”

When creating Sage SalesLogix users, you must add new users and modify the user profile.

Understanding the Admin User

Sage SalesLogix contains an Administrator user type which is the default user profile created
for the system administrator. The system administrator has full access to all features and
functions in the system when logging on as admin.
The Administrator user profile cannot be modified in Administrator with the same access as
other Sage SalesLogix users (Network, Remote, and so on). Access on the General tab is
restricted except for the E-mail and Use Windows Authentication boxes and the Change
Password button. The following tabs are not visible and cannot be edited:
• Service / Support
• Teams
• Sync
Admin user access is restricted to ensure the system administrator is not included in your
company’s security model.

Creating Users
Before creating users, determine the best method of configuring the user’s profile for your
company’s size and structure.
If you plan to add several users with identical profiles (for example, the same department,
division, manager, security settings, and so on), Sage SalesLogix recommends you use a user
template. Templates are recommended because they significantly reduce administration
time.
When creating users, you can apply a Sage SalesLogix user template, or a custom template
you create, which applies the appropriate settings to each user. User templates do not
consume a license and cannot log on to Sage SalesLogix.

For detailed information on default Sage SalesLogix user templates, see the “Creating a User
Template” topic in the Administrator Help. If necessary, you can customize the default
templates.

The following options are available for adding users:

Creation Method Description

Add new users based on an existing user You can add new users based on an existing user
template template or a custom user template you create.

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Configuring Sage SalesLogix Users

Creation Method Description

Create Sage SalesLogix users based on If you want your existing Windows’ users to also be
existing Windows’ users Sage SalesLogix users, you can import your Windows’
user information to Sage SalesLogix. During this
process, you can select an existing user template to
configure user profile settings.
Import users from a comma-delimited text file If your company maintains user information in another
application, you can export the information and import
it to Sage SalesLogix to add users. During this process,
a user template can be applied to configure user
settings not found in the import file.
Create users individually If you have a small number of users, or each user
requires a distinct profile with settings that differ
substantially, you can add users individually and
configure each profile as appropriate.

The following sections detail how to add users based on existing Windows’ users, and then
how to complete and activate the new users. For information on creating user templates,
refer to “Creating User Templates” on page 92.

Adding New Users

Use the following sections to add users by importing existing Windows’ users to Sage
SalesLogix.

For information on other methods of adding users, see the “A New Employee Needs Access to
Sage SalesLogix” topic in the Administrator Help.

To add users based on existing Windows’ users

1. On the Administrator Navigation Bar, click Users.
2. On the Insert menu, point to Import Users, and then click From Windows.
You can also access the Import Windows Users dialog box from the Setup Assistant. Select
Step 3 - Import Users from Windows, and then click Run Selected Step.
3. In the Windows Domain box, select the domain from which you want to map your
Windows' users.
Existing Windows users appear in the Windows Username and Windows Full Name
columns.
4. To quickly locate a specific Windows' user, type a Windows Username in the Search for
box.
You can use a variety of search methods in this box. For example, if you type the letter J,
all Windows user names that contain a J will appear.
5. Press CTRL and select all users that you want to create for a specific user type. For
example, select all users that you want to create as Network users.
6. In the User Type box, select the type of user that you want to create.
7. In the Template box, select the user template that you want to apply to the user(s).
You can select a custom template or a pre-configured system template. If you do not select
a template, users are created with a blank user profile with only system defaults enabled.
8. Click Create User(s).
A check mark appears next to each user that will be created.
9. Repeat steps 4-8 for all other user types that you want to create.

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 Configuring Sage SalesLogix Users

10. If you want to import information from Windows’ Active Directory to each user’s profile,
ensure Update SalesLogix user information with Windows information is selected.
Otherwise, clear this check box.

For more information on importing from Active Directory, see the “Importing Additional User
Information from Windows” topic in the Administrator Help.

11. If you want to enable Windows Authentication (single log-on) for the selected users,
ensure Use Windows Authentication is selected. If you simply want to import the
users, clear this option (in this case users will be required to log on to the Sage
SalesLogix Client unless you enable Windows Authentication in each user's profile).

12. Click OK to create the new users.

Configuring Users
If you create a user from a template, from an existing Windows’ user, or import the user
information from another application, you must complete additional configuration steps
before the user can log on.
1. On the Administrator Navigation Bar, click Users.
2. In the Users view, double-click a user to open the profile.
3. If necessary, select the Use Windows Authentication check box. In the Windows ID
box, select the name the user enters to log on to Windows.
With Windows Authentication, users are automatically logged on without entering their
Sage SalesLogix user names or passwords.
4. In the Username box, type the name the user will use when logging on to Sage
SalesLogix.
The user name is required and cannot contain spaces or an apostrophe. For Remote users,
the user name must also follow the Rules for Regular Identifiers specific to the version of
Microsoft SQL Server that you are using to create Remote databases. The Remote user
name must follow these rules as it is sent to the Microsoft SQL Server or Microsoft SQL
Express to be used as part of a Remote database name.

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5. In the Name box, enter the user’s name.

If you selected the Update SalesLogix user information with Windows information check
box on the Import Windows Users dialog box, the Username and Name boxes are pre-filled
with Windows information. This information does not need to be changed.
6. In the E-Mail box, enter the user’s e-mail address.
7. Select the User is a Manager check box if the user is a manager whose name should
appear in the Manager list.
8. Click the Employee tab.
9. If necessary, in the Accounting ID field, type the user's accounting identification code.
(This is the ID used by the accounting software.)
10. Click OK.

Setting Access to Customer Service Management

If necessary, you can give users access to management functions in the Sage SalesLogix
Client. If you are using customer service, you may want to allow users to manage options for
ticket entry, time tracking, setting auto-assignment, managing area, category, and issue
lists, user defaults, and ticket rates.
The following steps detail the options that can be set for customer service management. For
details on other functions, see the “User Profile Function Security Tab” topic in the
Administrator Help.

To set function security options

1. On the Administrator Navigation Bar, click Users.
2. In the Users view, double-click the user that you want to give access to customer service
management options.
3. Click the Function Security tab, expand the Tools menu, and then expand the Manage
menu.
4. Double-click the appropriate options to give access to this user:
• Customer Service Defaults - Allows the user to access the Manage Customer
Service Defaults dialog box which contains options for ticket entry and time tracking.
• AreaCategoryIssue - Allows the user to manage the Area, Category, and Issue
lists. Area, Category, and Issue lists are used to classify tickets and defects.
• Customer Service Options - Allows the user to access the Manage Customer
Service Options dialog box, which contains options for setting auto-assignment, User
Defaults, and Ticket Rate options.
5. Click OK.
If your installation includes Remote users, additional options are configured in Chapter 9,
“Configuring the Sage SalesLogix Remote Client.” Remote user options cannot be configured
until you complete various synchronization configuration steps.

After completing this chapter...

You have completed tasks 9 and 10 in the implementation checklist. See Chapter 6, “Installing
Network Clients” to continue your implementation.

26 Sage SalesLogix Implementation Guide v7.2

 Chapter 6
Installing Network Clients

Before completing this chapter...

Create and configure users as described in Chapter 5, “Configuring Sage SalesLogix Users.”

You can install the Sage SalesLogix Client using one of two methods.
Automated installation Automated installations create an executable file that allows the
Sage SalesLogix Client to be installed with no user intervention.
Automated installations reduce administration time when you upgrade to a new version, and
then add new users to Sage SalesLogix. During the upgrade process, you can update the
Client installation images directly from the upgrade wizard. Then when you add new users
and install Sage SalesLogix, the installation includes all service packs and upgrades that are
installed on your system.
Important When installing the Sage SalesLogix Client using an automated installation, third-party
applications are not installed. This includes Intellisync for Sage SalesLogix (Network
and Remote Client) and Microsoft SQL Express (Remote Client). Third-party
applications must be installed separately, and can be found in the Redist folder on
the Sage SalesLogix DVD.
Standard Sage SalesLogix Client installation The Sage SalesLogix Client can be installed
on each user’s computer using the Client installation. The standard installation includes
Typical and Custom options which allow you to install all components or choose the
components necessary for your implementation.

Creating Automated Client Installations

You can create automated installations of the Sage SalesLogix Network and Sage SalesLogix
Remote Clients.
Note If you want to customize the standard configuration file or create your own configuration
file, see Appendix B, “Automating Client Installations” for instructions.
Before creating automated installations, ensure you have access to a shared network folder in
which you want to create the installs.

To create an automated Client installation

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.
2. On the Sage SalesLogix Installation screen, click Install SalesLogix Client.
3. On the Install SalesLogix Client Installation screen, click Build Network Client
Install or Build Remote Client Install.
4. On the Welcome screen, click Next.
5. On the Administrative Install Options screen, enter the information as appropriate for
your installation type, and then click Next.
• Click Modify default feature set to change any of the features included in the
install.
• Select or clear the Pre-configure SalesLogix Server connection check box.
Selecting this option allows you to configure the port for all installations, as well as the
server and database alias for Network Client installations.

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Installing Network Clients

• In the SalesLogix Server box, select or type the name of the computer on which
you installed the Sage SalesLogix Server.
This setting is not available if you are creating a Sage SalesLogix Remote Client
installation.
• In the SalesLogix Database Alias box, select or type the name of the database
connection.
This setting is not available if you are creating a Sage SalesLogix Remote Client
installation.
• If necessary, in the Port box, change the port number used for communication
between the client and the Sage SalesLogix Server.
In most implementations, the default port number does not need to be changed.
However, if you have another application or service using port 1706, you should
change the port number to an unused port.
6. In the Network Location box, type or browse to the location where the automated
installation should be created.
This location must be a shared network path.
7. On the remaining screens, click Install and Finish to complete the installation.
The automated installation is created in the specified shared network location and a
shortcut to the installation is created on the desktop.
8. Distribute the shortcut or installation to users.

Installing the Sage SalesLogix Network Client

Note If your company uses Outlook Integration, ensure you have completed the required steps
under “Outlook Integration Requirements” on page 11 before you install the Sage
SalesLogix Network Client.
Network Clients are the computers running Sage SalesLogix that access the main database
through a direct connection or wide-area network. Depending on your installation type, see
the following instructions:
• If you created an automated installation, see “Performing an Automated Installation”.
• If you plan to use the standard installation, see “Performing a Manual Installation”.

Performing an Automated Installation

Installing the Sage SalesLogix Client using an automated installation configures the Client
computer with the settings selected when the installation was built.
To run an automated installation, instruct the user to double-click the client installation
shortcut or custom SalesLogix Client.msi file. Shortcuts are typically distributed via e-mail
and open the installation from a shared network drive.
After installation, you must start the Sage SalesLogix Client. See “Starting the Sage SalesLogix
Client” on page 29 for details.

Performing a Manual Installation

Run a manual installation if you do not want to install some components or if you want to
change the installation location.

To run a manual installation

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.

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2. On the Sage SalesLogix Installation screen, click Install SalesLogix Client.

3. On the Install SalesLogix Client screen, click Install SalesLogix Network Client.
4. On the Welcome and License Agreement screens, read the information and accept the
agreement, and then click Next.
5. On the Setup Type screen:
• Click Complete to install the most common components. Click Next.
• Click Custom to install only certain components or to change the installation
location. Use the Custom Setup screen to enable or disable items for installation.
Click Next.
6. On the remaining screens, click Install and Finish to complete the installation.
If your company is not using Intellisync for Sage SalesLogix to share information between
Sage SalesLogix and Outlook, clear the Install Intellisync for Sage SalesLogix check box.
After installation, you must start the Sage SalesLogix Client. See the following section for
details.

Starting the Sage SalesLogix Client

After installation, the user who installed Sage SalesLogix must log on to the Client
computer(s) for the first time and launch each of the following applications. This process
creates the necessary registry entries for each application.
• Sage SalesLogix Client
• MailClient.exe (installed with the Sage SalesLogix Client)
If the standard user does not have rights to install Sage SalesLogix, an admin user must start
the Client application. If the standard user has installation rights, he or she can simply log on
and begin using the Sage SalesLogix Client. The Sage SalesLogix Client must write to
restricted areas of the registry. Therefore, once an admin user has logged on and run the
Client, a standard user can read from the registry’s restricted area.
Note The Sage SalesLogix installation creates connection information in the Current User area
of the registry. Therefore, if the user logging on to the Client is not the user who installed
the Client, a new database connection must be created.

The next step...

• If you are using Outlook Integration, configure your Sage SalesLogix Client computers as detailed
in the following section.
• If you are not using Outlook Integration and you are using Customer Service and/or Support, create
Area, Category, and Issue lists as detailed in “Creating Area, Category, and Issue Lists” on page
32.
• If you are not using Outlook Integration, Customer Service, or Support, configure Marketing as
detailed in Chapter 7, “Configuring Marketing.”

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Installing Network Clients

Understanding Outlook Integration and Intellisync for Sage

SalesLogix
Sage SalesLogix is integrated with Microsoft Outlook to allow users to share information between
the two applications.

Feature Allows users to:

Standard Outlook Integration • Add Sage SalesLogix Contacts to Outlook
• Use the Send SLX button in Outlook to record information to
Sage SalesLogix
• Save Outlook attachments to Sage SalesLogix
• Record to Sage SalesLogix History from Outlook in one click
• Drag and drop from the Outlook Inbox to Sage SalesLogix
History
• Use the Sage SalesLogix Address Book in Outlook
• Attach documents from the Sage SalesLogix Library to an
Outlook e-mail
• Attach a Sage SalesLogix Contact vCard in Outlook
Advanced Outlook Integration • Use Outlook Attendee availability in Sage SalesLogix
• Schedule meeting requests in Sage SalesLogix and Outlook
(even for non-Sage SalesLogix users)
• Use the Outlook Calendar in Sage SalesLogix
• Flag Outlook e-mail received from Sage SalesLogix Contacts
Intellisync for Sage SalesLogix • Fully synchronize with Outlook
• Synchronize to a PDA
• Add Outlook Contacts to Sage SalesLogix

Configuring Outlook Integration and Intellisync for Sage SalesLogix

If your company is using Outlook Integration features, and/or Intellisync for Sage SalesLogix,
you must configure synchronization preferences.

If your company uses Lotus Notes or GroupWise, see the “Setting Sync Preferences for Outlook
and Intellisync” topic in the Sage SalesLogix Client Help for step-by-step configuration
instructions.

By default, the Intellisync for Sage SalesLogix configuration files are created in the
...\Program Files\SalesLogix\SlxIntellisync folder. If necessary, you can change this location
after installation. This may be necessary if you are running Sage SalesLogix in a Citrix
environment. See the “Changing the Intellisync Default Installation Path” topic in the
Administrator Help for detailed instructions.

To configure Outlook Integration and Intellisync for Sage SalesLogix

1. In Sage SalesLogix Client, on the Outlook menu, click Outlook Sync Preferences.
The Options dialog box appears with the Outlook Synchronization tab selected.
2. In the Sync Configuration area, the Contact Sync Group shows as <none>. Click New
to select a group. Then, complete the following:
a. Ensure the name of the ad hoc group is SyncSalesLogix.
b. Click OK.
Note If you are using Outlook Integration features without Intellisync for Sage SalesLogix, you
do not need to complete the remaining steps. Continue with step 3 to configure Intellisync

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or proceed to “Adding Address Lists to the Outlook Addressing Tab” on page 32 if you want
users to have the ability to perform Sage SalesLogix Contact name resolution in Outlook.
3. In the Sync Configuration area, click Configure. The Intellisync for SalesLogix
Configuration dialog box appears.
You do not need to click the Login button for configuring the sync options unless you plan
to use several databases. The first time the sync options run, you will be prompted for the
database login.
4. To configure contact synchronization, select Contacts.
5. In the Choose Translator dialog box, do the following:
a. Select MS Outlook.
b. Ensure Synchronize is selected in the Operation area.
c. Click OK.
6. Click Configure and then click Advanced Settings.
7. In the Advanced Settings for Contacts dialog box, click the Filters tab, and then click
New.
8. In the Filter Name dialog box, type SyncSalesLogix, being sure to capitalize it exactly
as shown, and then click OK.
9. On the Conditions tab, complete the following:
a. Click Field, and then select Categories from the list.
b. In the Operator box, select contains.
c. In the Value box, type SyncSalesLogix, being sure to capitalize it exactly as shown.
d. Click Add to List, and then click OK.
The Advanced Settings for Contacts dialog box reappears, displaying the Filters tab. Notice
that SyncSalesLogix is added to the list of available filters.
10. Ensure SyncSalesLogix is selected, and then click OK.
The Intellisync for SalesLogix Configuration dialog box appears. Notice that "Contacts
Filtering with SyncSalesLogix" appears on the right side.
11. If you want to set up synchronization for other items, such as appointments (meetings
and phone calls), events, timeless appointments, or to-dos, select the item, and then
click Choose. Repeat Step 5 to select the translator, and then repeat steps 6 through 10.
If you do not set up synchronization for timeless appointments, any existing timeless
appointments are included on both the Sage SalesLogix and Outlook calendars. However,
updates and new timeless appointments are not synchronized.
12. Click OK to close Intellisync for SalesLogix Configuration.
13. In the Confirmation Options area of the Outlook Synchronization tab, Ignore all
confirmation items is selected by default. If you want to receive a confirmation message
when items are synchronized (not recommended), clear this check box.
14. In the Sync Run Options area of the Outlook Synchronization tab, under Calendar
Activities and Contacts, select the options that apply to your sync preferences.
For example, if Automatically (after any activity changes) is selected, automatic
synchronization with Outlook is triggered when you delete an activity in Sage SalesLogix.
15. When all settings are complete, click OK.

Adding Outlook Contacts to Sage SalesLogix

To add Outlook contacts to Sage SalesLogix, create the SyncSalesLogix category in Outlook,
and then assign it to the appropriate contacts. When a user synchronizes using Intellisync for
Sage SalesLogix, any changes made to Outlook contacts are sent to Sage SalesLogix.

To create the SyncSalesLogix category in Outlook and assign to a contact

1. Open Outlook, and then open the Contacts view.

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2. On the Edit menu, click Categories, and then click Master Category List.
3. In the New category box, type SyncSalesLogix. Capitalize it exactly as shown.
4. Click Add, and then click OK.
5. In the Categories dialog box, click OK.
6. From the Contacts view, double-click a contact that you want to synchronize, and then
click Categories.
7. In the Categories dialog box, select SyncSalesLogix, and then click OK.
8. You can continue assigning the SyncSalesLogix category to Outlook contacts by
repeating steps 6 and 7.
Note The SyncSalesLogix filter is used when synchronizing contacts. It is not necessary to use
this filter when you are exporting contact information to Outlook.

See the “Setting Sync Preferences for Outlook and Intellisync” topic in the Sage SalesLogix
Client Help for information on adding Sage SalesLogix Contacts to Outlook.

Adding Address Lists to the Outlook Addressing Tab

Adding Sage SalesLogix Address Lists to the Outlook Addressing tab allows users to perform
contact name resolution. Contact name resolution occurs when a user types a contact name
in the To, Cc, or Bcc fields in an e-mail message. Outlook then reconciles the contact name
with the information in the Sage SalesLogix Address List. In addition to contact names, you
can add Account and/or Opportunity Address Lists to reconcile Sage SalesLogix account,
opportunity, ad-hoc groups, and user names.

To add Address Lists to the Outlook Addressing Tab

1. In Microsoft Outlook, on the Tools menu, click Address Book.
The Address Book dialog box appears.
2. On the Tools menu, click Options.
3. In the Addressing dialog box, click Add.
4. In the Add Address List dialog box, scroll to the SalesLogix Address Book listing, and
select an address list (for example, Contacts).
5. Click Add.
6. Continue adding the appropriate Sage SalesLogix address lists, and when finished, click
Close.
7. In the Addressing dialog box, click OK.
8. Close the Address Book dialog box.

The next step...

• If you are using Customer Service and/or Support, create Area, Category, and Issue lists as detailed
in the following section.
• If you are not using Customer Service or Support, configure Marketing as detailed in Chapter 7,
“Configuring Marketing.”

Creating Area, Category, and Issue Lists

Before users begin working with tickets and defects, you must create custom lists for the
Area, Category, and Issue fields. The Area, Category, and Issue lists contain information
specific to your company that is used to describe the problem or issue documented by a
ticket or defect.

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The Area, Category, and Issue lists are linked in a hierarchy. The Area you select determines
the options available for the Category, and the Category you select determines the options
available for the Issue.
The Area, Category, and Issue lists are used to reduce administration time when users are
creating tickets and defects. If you are not using the customer service or support features,
you do not need to create the area, category, and issue lists.

To create the Area, Category, Issues lists

1. On the Sage SalesLogix Client Tools menu, point to Manage, click Customer Service
Options, and then click the Area/Category/Issue tab.
2. Click Add.
3. In the Area box, type a short description (limited to 64 characters) for an area value that
is applicable to your company's business. For example, you could type "Software".
The Area provides a high-level description of the customer’s problem (on a ticket) or the
type of defect.
4. In the Category box, do one of the following:
• Select a category that is appropriate for the area.
• Type a short description (limited to 64 characters) for a category that is appropriate
for the area. For example, in Step 3 you created the Area of Software, so the
Category might be the name of the software manufacturer.
The Category value provides more detailed information about the cause of the customer's
problem and is grouped with a specific Area value.
5. In the Issue box, do one of the following:
• Select an issue value that is appropriate for the category.
• Type a short description (limited to 64 characters) for an issue.
The Issue value provides even more detailed information about the customer's problem
and is grouped with a specific Category value.
6. Select the Ticket check box if you want the items to be available in the Sage SalesLogix
Client and Web Client Ticket views.
7. Select the Defect check box if you want the items to be available in the Defect view.
8. Select the Customer Portal check box if you want the items to be available in the
Customer Portal Ticket view.
9. Click OK.
10. If necessary, select the Issue text must match a list item check box on the
Area/Category/Issue dialog box.
When this option is selected, the user must type or select an Issue that already exists.
When cleared, a user can type a new value in the Issue box in the Sage SalesLogix Client
and Web Customer Portal.
11. Repeat steps 2-10 as necessary to create all area, category, and issue values for your
company.
12. Click OK.

After completing this chapter...

You have completed tasks 11-15 in the implementation checklist. See Chapter 7, “Configuring
Marketing” to continue your installation.

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Installing Network Clients

34 Sage SalesLogix Implementation Guide v7.2

 Chapter 7
Configuring Marketing

Before completing this chapter...

Install Sage SalesLogix Network Clients as described in Chapter 6, “Installing Network Clients.”

Marketing is fully integrated in the Sage SalesLogix Client and requires no additional
configuration. If you want to use the additional functionality provided by Marketing Services,
you must configure the Marketing Services Configuration Manager, create a Marketing
Services account, and then create a Marketing Services user.
If your implementation does not include Marketing Services, proceed to Chapter 8,
“Configuring the Synchronization Server”.
Note Marketing Services is a regional option and may not be available in all locations.

Configuring the Marketing Services Configuration Manager

Marketing Services is a Web-based ASP application that enables users to create and manage
fully branded HTML eMarketing campaigns while providing the ability to track results in real-
time. Using the marketing services you can upload lead and account information, manage
aspects of the campaign on their Web site, and download tracking information to use in Sage
SalesLogix Marketing reports. Some views in the Sage SalesLogix Client receive information
from the marketing services. If you choose not to create a marketing services account,
portions of these views are blank.

To configure the Marketing Services Configuration Manager

1. Click Start, point to Programs, point to Sage SalesLogix, and then click EmPulse
Configuration Manager.
2. On the Database tab, set the information for your Sage SalesLogix database(s).
a. In the Select the SalesLogix Server box, select the computer on which the Sage
SalesLogix Server is installed.
b. Click Refresh.
c. In the database list, select the databases that the service will connect to for data
transfer.
d. Click the Server tab.
3. On the Server tab, configure the TCP/IP settings used to communicate with EmPulse’s
server and to configure a SOCKS proxy (if necessary).
a. In the Service host box, type the name of the EmPulse host computer.
The default host is sync.emailpulse.net.
b. In the Service port box, type the port number used by the EmPulse host.
• Use 6501 for a Secure Sockets Layer (SSL) connection.
• Use 6500 if you are not using a Secure Socket Layer (SSL) connection.
c. Select the This server requires a secure connection (SSL) check box if your
connection to EmPulse uses a SSL connection.
If you are using 6501 as the EmPulse port, a SSL connection is required and you must
select this option.

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d. If your Sage SalesLogix Server is not directly connected to the Internet, select the
Use a SOCKS proxy check box, and complete the following information.
• In the Host box, type the computer name, IP address, or URL of the computer
that hosts the SOCKS server.
• In the Port box, type the SOCKS server port number.
• In the Authentication box, select saUsernamePassword if an account and
password are required to log on to the SOCKS server. Select
saNOAuthentication if an account and password are not required.
• In the Version box, select your SOCKS version number.
• In the Account name box, type the SOCKS account name (if you selected
saUsernamePassword in the Authentication box).
• In the Password box, type the SOCKS password (if you selected
saUsernamePassword in the Authentication box).
e. Click the Notifications tab.
4. On the Notifications tab, configure your settings for the SMTP server that is used to
send e-mail notifications regarding the processing of batch jobs that are scheduled using
the Sage SalesLogix Client. You can also configure the recipients of e-mail notifications.
a. Select the Send e-mail notifications check box if you want EmPulse to send
notifications regarding successes, failures, and so on. If you do not want to send e-
mail notifications, proceed to step 5.
b. Select the Login required check box if you want to be prompted to log on to the
SMTP server before notifications are sent.
If a login is required, set the Account name and Password used to log on to the SMTP
Server in the appropriate boxes.
c. In the SMTP host box, type the SMTP address of the SMTP Host Server.
d. In the SMTP port box, select the port number on which the SMTP Server
communicates with Sage SalesLogix.
e. Select the Include details of failed Service imports and exports check box if you
want detailed error reports when transactions between EmPulse and Sage SalesLogix
fail.
f. Under E-mail Recipients, select the Campaign manager box if you want to send
e-mail notifications to the manager of the campaign as assigned in Sage SalesLogix.
g. Select Request owner to send e-mail notifications to the user that scheduled the
request in Sage SalesLogix.
h. Select Service account owner to send e-mail notifications to the individual that
owns the account with EmPulse. For example, this may be a Business Partner or
some company executive not associated with the campaign in Sage SalesLogix.
i. Select the Other address check box to manually add e-mail addresses to which you
want to send e-mail notifications. Use the Other addresses grid to add additional e-
mail addresses.
j. Click the Scheduling tab.
5. On the Scheduling tab, set schedules for downloading and processing information from
EmPulse.
a. In the Download Responses On section, select which days of the week you want to
receive responses from EmPulse.
b. If necessary, select Limit polling and set a time that you want to connect to
EmPulse during the selected day(s).
When this option is selected, Sage SalesLogix only attempts to connect with EmPulse
during that time of the day.
c. Click the Options tab.

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6. On the Options tab, select when you want to receive error messages and other
processing options.
• In the Windows Event Logging section, select the events for which you want to
receive error messages.
• Errors creates a log if a significant problem occurs, such as loss of data or loss of
functionality.
• Warnings creates a log if an event occurs that is not necessarily significant, but
may indicate a possible future problem.
• Information creates a log that describes the actions taken by the service. This
can be used for troubleshooting problems.
• If necessary, select the Only process responses for active SalesLogix
campaigns check box.
When this option is selected, response information is only received from EmPulse for
campaigns in Sage SalesLogix that are currently active.
• Select the Map User fields to EmPulse Custom fields check box to automatically
map Userfield1 - Userfield10 in the Sage SalesLogix CONTACT and LEAD tables to the
Custom 11 - Custom 20 fields in the EmPulse database.
7. Click OK to close the Configuration Manager.

Creating a Marketing Services Account

You must create a Marketing Services account on the EmPulse Web site.

To create a Marketing Service account

1. On the Sage SalesLogix Client Tools menu, point to Manage, and then click Marketing
Services.
The Manage Marketing Services dialog box appears.
2. Click Get started now! to connect to the service provider Web site.
3. Complete the account requirements defined by the provider Web site. This includes
identifying a Partner Code, User Logon (Service Login), password, and the account
owner’s e-mail address. An access code (Promotion Code) will be supplied by the service
provider.
After completing the provider requirements, the Manage Marketing Services screen is
populated with the Service Login ID, Service Code, and the account owner’s e-mail
address.

Creating a Marketing Services User

You must add a Marketing Services user that will access the marketing service account.

To create a Marketing Services user

1. On the Sage SalesLogix Client Tools menu, point to Manage, and then click Marketing
Services.
The Manage Marketing Services dialog box appears.
2. Click the Add button.
The Add Marketing Services User dialog box appears.

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3. In the SalesLogix User box, select the user that will access the marketing services
account.
If you want to automatically import campaign responses associated with this user, select
the Automatically import responses for this user check box. If this option is not selected,
the user must perform dynamic imports to analyze responses.
4. Under Service Login, the Primary option is selected.
When adding the first Marketing Services user, the Service Login section is disabled. There
must always be a primary account and the first user defaults to that primary account. If
additional Marketing Services users are added, you can select the Use Primary option to
use the Primary credentials when communicating with EmPulse. The Secondary option
allows the user to access an account other than the primary. For example, you may want
to use one account for your Sales department and another for your Marketing department.
5. In the Owner E-mail box, type the e-mail address of the EmPulse account owner. This
option is necessary only if the Service account owner check box is selected in the E-
mail Recipients section of the Notification tab on the Marketing Services Configuration
Manager.
The e-mail address must be an SMTP address. Use the format [email protected] or
“Some Name <[email protected]>".
6. Click OK.

After completing this chapter...

You have completed task 16 in the implementation checklist. See Chapter 8, “Configuring the
Synchronization Server” to continue your implementation. If your implementation does not include
Remotes, begin using Sage SalesLogix.

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 Chapter 8
Configuring the Synchronization Server

Before completing this chapter...

Add licenses and configure the system as described in Chapter 4, “Configuring the Sage SalesLogix
System.”

Synchronization Server refers to both the software that runs synchronization and the
hardware on which the server is installed. A Sync Server is only necessary if you have Sage
SalesLogix Remote Clients or you plan to run agents.
Use the Sage SalesLogix Planning Guide to understand the synchronization process in detail
and to make decisions regarding your synchronization requirements.

Creating Synchronization Transfer Profiles

Sage SalesLogix supports three methods of synchronization. Each synchronization method is
defined by one or more Sync Transfer Profiles. To create a Sync Transfer Profile, refer to one
of the following:
• “Creating a Network Synchronization Profile” in the following section.
• “Creating an FTP Synchronization Profile” on page 39.
• “Creating an HTTP Synchronization Profile” on page 42.

Creating a Network Synchronization Profile

One way to synchronize with the main office is through a VPN (Virtual Private Network)
connection. Using VPN, Remote users connect to the Sage SalesLogix network via the
internet to send and receive transactions from the main office database.
This is the default method of synchronization. Unless you want to change the Sync Transfer
Profile settings, Remotes can synchronize via network synchronization without additional
configuration.

The next step...

Proceed to “Starting the Synchronization Server” on page 45.

Creating an FTP Synchronization Profile

FTP support is built into both the Sync Server and Sync Client. When the Sync Server cycles,
it connects to the FTP site and searches the FTP Infiles directory for any transaction exchange
files that were sent by Remote users. Likewise, when the Sync Client cycles, it connects to
the FTP site and searches the FTP Outfiles directory for transaction exchange files placed
there by the main office. Essentially, all transaction exchange files, library files, and
documents are delivered to and received from the FTP site.
Logging on to an FTP site can be accomplished in one of two ways:
• Global login - Using a global login, the Sync Server and all Remote users share the same
login and password.
• Personal logins - Using personal logins, the Sync Server and each Remote user is
assigned a different login to the FTP site.

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Setting Up a Sage SalesLogix FTP Site

An FTP site is a collection of files on an FTP server. The FTP server allows users to upload or
download files through the Internet or other TCP/IP network using a File Transfer Protocol
(FTP).
When setting up an FTP site, you must:
• Create three folders on the FTP server. For example, /Infiles, /Outfiles, and /FailedTrans.
These folders must be shared, and all Remote users and the Sync Server must have read,
write, and delete access.
• Create three virtual directories that point to the Infiles, /Outfiles, and /FailedTrans
folders. All Remote users, as well as the Sync Server, must have read, write, and delete
access to these directories.
• Ensure your FTP Server is set to use Passive mode. The SSftp.dll only supports Passive
mode. If your implementation includes Internet Information Services (IIS), Passive mode
is set automatically.

For FTP performance tips, see the “Improving FTP Synchronization Performance” topic in the
Administrator Help.

If your implementation includes multiple Sync Servers, note the following:

• You can only have one /Infiles, /Outfiles, and /FailedTrans folder per Sync Server.
• You can have multiple FTP virtual folders per Sync Server. However, Sage SalesLogix
recommends approximately 50 Remote users per FTP virtual folder.
• Sage SalesLogix recommends that your FTP Server is on the corresponding Sync Server
(if possible).

Creating an FTP Sync Profile

The Sync Transfer Profile identifies the DLL file used for FTP synchronization.

To create an FTP sync transfer profile

1. On the Administrator Manage menu, click Sync Transfer Profiles.
2. In the Sync Transfer Profiles dialog box, click Add.
3. In the DLL box, select FTP Sync Transport v1.2 (SSftp.dll).
Note If FTP Sync Transport is not available in the DLL list, verify the SSftp.dll file is located in
the SalesLogix folder.
4. In the Description box, type a description of the synchronization method.
5. Click Setup.
6. In the FTP Site box, type the address of the primary FTP site to which the Sync Client
connects (for example, ftp.yourcompany.com).
You can use a named FTP site (for example, yourcompany.com), or an IP address (for
example, ftp.123.45.67.8).
7. In the Port box, type the primary site’s port number on the FTP server.
Port numbers allow IP packets to be sent to the FTP site.
8. In the Alternate Site box, type an alternate address that connects to your FTP site.
If the Sync Client cannot connect using the primary address, it attempts to use the
alternate address. For example, you can use the named FTP site as the primary site and
the IP address as the alternate site.
9. In the Port box, type the alternate site’s port number on the FTP server.
10. In the File Names box, select Uppercase, Lowercase, or Unspecified.
Response time improves considerably if this setting matches the way file names are stored
on your FTP server. The default is Unspecified.

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11. In the Infiles, Outfiles, and FailedTrans boxes, type the Infiles, Outfiles, and
FailedTrans folder names on your FTP server (for example, /Infiles, /Outfiles, and
/FailedTrans).
Creating the Infiles folder is outlined in “Setting Up a Sage SalesLogix FTP Site” on page 40.
12. Under Login:
• Click Login and password below to assign the same login and password to the
Sync Server and all Remote users. Then in the Login box, type the general login that
is shared by all Remote users and Sync Server(s) when logging on to the FTP site. In
the Password box, type the corresponding password. Then, click OK.
If you choose to use a global login, you can use the default anonymous user that
comes with FTP. This user is already configured with the necessary permissions. This
user has a Login of anonymous, and the corresponding Password is your domain name.
• Click Personal login and password to assign a different login and password to each
Sync Server and Remote user. Then, click OK.
Use the FTP Sync Transport Local Options dialog box to set the login for the sync
server. Personal logins for Remote users are set in the individual’s user profile. The
instructions for configuring the user login are in Chapter 9, “Configuring the Sage
SalesLogix Remote Client.”

13. If you selected the Personal login and password option, in the Edit Sync Transfer
Profile dialog box, click Server Settings. In the Login and Password boxes, type the
Sync Server’s login and corresponding password to the FTP site.
14. Click OK.

The next step...

Proceed to “Starting the Synchronization Server” on page 45.

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Configuring the Synchronization Server

Creating an HTTP Synchronization Profile

HTTP Synchronization provides a secure method of transferring data using a Web site on an
HTTP Server. When the Sync Server cycles, it connects to the HTTP Server and searches the
Infiles folder for any transaction exchange files (TEFs) that were uploaded by Remote users.
Likewise, when the Sync Client cycles, it connects to the HTTP Server and searches the
Outfiles folder for any transaction exchange files placed there by the main office. All
transaction exchange files, library files, and documents are uploaded to and downloaded from
the HTTP Server.

Setting Up a Sage SalesLogix HTTP Site

An HTTP site is a collection of files on an HTTP Server that allow users to upload or download
files via the Internet. HTTP synchronization requires Internet Information Services (IIS) with
World Wide Web Service installed.
When synchronizing using HTTP, you must set up IIS and configure the necessary folders for
file transfer.
Note Before creating the HTTP Site, ensure you have IIS with HTTP Support installed and
running.

To create an HTTP site

1. On the HTTP Server, create a folder where you want the Sage SalesLogix Web site you
create to point. For example, SLXHTTPSync.
2. In the folder you created in the Step 1, create the following three sub folders:
• Infiles
• Outfiles
• FailedTrans
3. Click Start, click Control Panel, double-click Administrative Tools, and then double-
click Internet Information Services (IIS) Manager.
4. In the Internet Information Services tree view, expand your HTTP Server, and then
expand Web Sites.
5. Right-click the Web Sites folder, point to New, and then click Web Site.
6. On the Web Site Creation Wizard Welcome screen, click Next.
7. On the Web Site Description screen, type a name for the Web site. For example,
SalesLogix HTTPSync.
8. Click Next.
9. On the IP Address and Port Settings screen, complete the following (the screen may
vary depending on your implementation):
a. In the Enter the IP address to use for this Web site box, leave the default setting
of All Unassigned.
b. In the TCP Port this Web site should use box, change the port number to port
1024 or higher. Record the port number you are using.
c. In the Host header for this Web site box, leave the field blank.
d. Click Next.
10. On the Web Site Home Directory screen:
a. In the Path box, click Browse and navigate to the folder you created in Step 1. DO
NOT point to the network logging path.
b. Clear the Allow anonymous access to this Web site check box.
c. Click Next.

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11. On the Web Site Access Permissions screen:

a. Enable only the following Permissions: Read, Write, and Browse.
b. Click Next.
12. Click Finish.
13. In the Internet Information Services tree view, right-click your new Web site, and
then click Properties.
14. In the Web Site Properties dialog box, click the Directory Security tab.
15. In the Authentication and access control section, click Edit.
16. In the Authenticated access section, select Digest authentication for Windows
domain servers.
17. In the IIS Manager information dialog box, click Yes to continue.
18. In the Authentication Methods dialog box, click the Realm Select button, browse to
and select the domain of your HTTP Server, and then click OK.
19. In the Authentication Methods dialog box, click OK.
20. In the Web Site Properties dialog box, click the HTTP Headers tab.
21. Click the MIME Types button.
22. In the MIME Types dialog box, click New.
23. In the MIME Type dialog box:
a. In the Extension box, type SLXT.
b. In the MIME type box, type Text/Plain.
c. Click OK.
24. In the MIME Types dialog box, click OK.
25. In the Web Site Properties dialog box, click OK.
26. Reset IIS.
You can reset IIS using the IISReset Run command.
After setting up IIS, you must create a Sync Transfer Profile in the Administrator.

Creating an HTTP Sync Transfer Profile

The Sync Transfer Profile identifies the DLL file used for HTTP synchronization.

To create an HTTP sync transfer profile

1. On the Administrator Manage menu, click Sync Transfer Profiles.
2. In the Sync Transfer Profiles dialog box, click Add.
3. In the DLL box, select HTTP Sync Transport v1.2 (SShttp.dll).
Note If HTTP Sync Transport is not available in the DLL list, verify the SShttp.dll file is located in
the SalesLogix folder.
4. In the Description box, type a description of the synchronization method.
5. Click Setup.
6. In the Web Site box, type the name of the HTTP Server to which the Sync Client
connects for file transfer (for example, httpserver).
Use the format: Servername or Servername.DomainName. Do not include http:// before
the server name.
Note This is the name of the server the Sync Client connects to, not the URL.
7. In the Port box, type the port number of your HTTP Server.
This is the port number you defined in Step 10 of the previous section.
8. Select the Secure Comm (SSL) check box if you are using a secure connection to
transfer files between the HTTP Host and Sage SalesLogix.

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9. In the Alternate Site box, type an alternate HTTP Server for file transfer.
If the Sync Client cannot connect using the primary Web Site, it attempts to use the
alternate site.
10. In the Port box, type the alternate site’s port number on the HTTP Server.
11. If necessary, select the Secure Comm (SSL) check box if you are using a secure
connection for your alternate site.
12. In the Infiles, Outfiles, and FailedTrans boxes, type the Infiles, Outfiles, and
FailedTrans folder names on your HTTP server (for example, /Infiles, /Outfiles, and
/FailedTrans).
Creating the Infiles, Outfiles, and FailedTrans folders is outlined in “Setting Up a Sage
SalesLogix HTTP Site” on page 42.
13. Under Login:
• Click Login and password below to assign the same login and password to the
Sync Server and all Remote users. Then in the Login box, type the general login that
is shared by all Remote users and Sync Server(s) when logging on to the HTTP
Server. In the Password box, type the corresponding password. Then, click OK.
• Click Personal login and password to assign a different login and password to
each Sync Server and Remote user. Then, click OK.
Use the HTTP Sync Transport Local Options dialog box to set the login for the Sync
Server. Personal logins for Remote users are set in the individual’s user profile. The
instructions for configuring the user login are in Chapter 9, “Configuring the Sage
SalesLogix Remote Client.”

14. If you selected the Personal login and password option, in the Edit Sync Transfer
Profile dialog box, click Server Settings. In the Login and Password boxes, type the
Sync Server’s login and corresponding password to the HTTP Server.
15. Click OK.

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Starting the Synchronization Server

If you plan to run Agents using the Synchronization Service, you must manually start the
Sync Server and run a synchronization cycle. This manual cycle creates a registry entry that
is used by Agent Runner to build a connection string.
Note You must log on to the Synchronization Service computer as a Domain user. You cannot log
on using the Local System account to cycle the Sync Server the first time. The Local System
account does not have the correct privileges for running Agents.

To start the Synchronization Server

1. Click Start, point to Programs, point to Sage SalesLogix, and then click
Synchronization Server.
2. In the Please log on dialog box:
a. In the Username box, type admin.
b. In the Password box, type the admin user’s password.
c. In the Log on to box, ensure the correct database connection name displays.
This is the connection name established in the Connection Manager.
3. Click OK.
4. If necessary, click Yes to register this computer to the database.
5. If the Verify Administrator Password dialog box appears, retype the administrator
password, and then click OK.
6. Click Sync Now to cycle the Sync Server.
7. On the File menu, click Exit when the process is complete.
The first time you cycle the Sync Server, a sub folder is created in Documents and Settings\All
Users\Application Data\SalesLogix\Sync. The folder name is server_name-alias_name. In
addition, the Sync Server creates the ConfTran.stm file used for conflict resolution.

Modifying Virus-Checking Software for the Synchronization Server

If you have virus-checking software scanning the synchronization folders at the same time
that the Sync Server tries to use a file within the folders, you may receive an “Error deleting
file or folder” error. This occurs when the virus checking software checks the file at the same
moment that the Sync Server tries to use that file.
To avoid errors, set your virus-checking software to modify scans to skip the following folders
during real-time scans and/or scans scheduled to run at the same time the Sync Server is
scheduled to run. If anti-virus programs are scanning the following folders in real time during
a synchronization cycle, it may cause problems with synchronization to Remotes.
• WriteCache
• Infiles
• Outfiles
• FailedTrans
• WGLogs
• SharedLogs
• Archives

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Understanding the Monitor Console

The Monitor Console allows you to monitor the status of jobs scheduled on the Sync Server.
If your company has multiple administrators using the Monitor Console, they must be aware
that any changes made to the services registered through one Console affect what other
Console users can see. Consequently, you must take care when registering and un-
registering services. The Monitor Console Help explains this process.

The first time you log on to the Monitor Console, you must set the name of the Sync Server
computer. Then you must register the synchronization service(s) to view data. This process is
detailed in the Monitor Console Help.
By default, the Monitor Console is installed in C:\Program Files\SalesLogix. To open the
Monitor Console, double-click SlxMonitorConsole.exe.

After completing this chapter...

You have completed tasks 17-18 of the implementation checklist. See Chapter 9, “Configuring the
Sage SalesLogix Remote Client” to continue your implementation.

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 Chapter 9
Configuring the Sage SalesLogix Remote Client

Before completing this chapter...

Configure the Sync Server as described in Chapter 8, “Configuring the Synchronization Server.”

Remote Clients keep a subset of the main office database on their local computer (a laptop,
for example) and use synchronization to transfer changes between their system and the main
office. To synchronize data, the main office and each Sage SalesLogix Remote Client must
have a set of synchronization folders on their computers and have the ability to transfer files.
Remote users can also connect directly to the main office database using a LAN or WAN
connection.

Planning for Remote Users

Before adding Remote users, consider creating subscription rules to limit the number of
account records stored on the Remote user’s database. Subscription gives Remote users
access only to accounts that they use on a regular basis. This maintains the Remote user’s
database at a manageable level and improves overall system performance. The use of
subscription and subscription rules for Remote users is strongly recommended.

Using Subscription
There are two ways to subscribe to accounts:
• Use subscription rules to request accounts based on specific criteria or conditions.
• As needed, use manual account subscription to select accounts using the Administrator or
Sage SalesLogix Remote Client.

Creating Subscription Rules

Subscription rules specify the criteria for selecting accounts from those the user has access to
(based on account ownership). For example, a subscription rule may request accounts for all
companies in the state of California with revenues over one million dollars.
When a subscription rule is written, only accounts that meet the criteria are sent to the
Remote user during synchronization. However, subscription rules are dynamic. Once a rule is
written and applied to a user, any new accounts that meet the rule’s conditions are
automatically synchronized to the Remote user. Users can have multiple subscription rules
applied to them.

For detailed instructions to create subscription rules, refer to the “New Subscription Rule or
Template” topic in the Administrator Help.

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Manually Subscribing to Accounts

Remote users manually subscribe to accounts by evaluating each account in the main office
database and then selecting individual accounts for subscription. A disadvantage of manual
subscription is that several synchronization cycles are required before the Remote user
receives the account. For example, the first time a Remote user syncs, only a request for the
account is sent to the main office. The next time the Sync Server is run, it processes the
request and creates a transaction. When the Remote user syncs again, he or she receives the
requested account.
To manually subscribe a user to an account, use the Sync tab on the Remote user’s profile.

Configuring Remote User Profiles

The Administrator is used to manage user profiles. In addition to the settings for Network
users, Remote user profiles must contain synchronization and subscription information.
If you have not created your Remote users, refer to “Adding New Users” on page 24. Then,
configure the synchronization options as described in the following section.

Setting Synchronization Options

Synchronization options assign the Remote user to a Sync Server, and determine how the
user synchronizes with the main office.
You must create system Sync Transfer Profiles before setting the Remote user’s Sync Transfer
Options. If you have not created your system profiles, see “Creating Synchronization Transfer
Profiles” on page 39 for instructions.

To set synchronization options

1. On the Administrator Navigation Bar, click Users.
2. In the Users view, click the Remote Users tab, and then double-click a user name.
3. In the User Profile dialog box, click the Sync tab.
4. In the SyncServer box, select the Sync Server to which this user is assigned.
If your implementation includes multiple Sync Servers, review the recommendations in the
Sage SalesLogix Planning Guide for assigning users to Sync Servers.
5. In the Sync Transfer Profile box, select the Remote user’s method of synchronization.
Your choices depend on the system sync transfer profiles configured in “Creating
Synchronization Transfer Profiles” on page 39.
If FTP or HTTP is your synchronization method, and you are using individual logins and
passwords for each user and the Sync Server, type the user’s login and password in the
appropriate boxes.
6. To set subscription rules for the user, click Subscription Rules.
a. In the Subscription Rules dialog box, select the rule(s) you want to apply to this
user. Click Copy.
b. Click OK.
7. To configure how attachments are sent to this Remote user, click Attachment Filters. In
the Attachment Filter Options dialog box:
a. To set a size limit, select File Size Less Than, and then type in a size limit.
When this value is set, any attachments larger than the specified value will not
automatically synchronize to the Remote. The Remote user can request the
attachment, but it will not be sent when creating a Remote database or during the
normal synchronization process.

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b. To set a date limit, select Files Added Within Last, and then type in a number of
days.
When this value is set, any attachments older than the specified value will not
automatically synchronize to the Remote. The Remote user can request the
attachment, but it will not be sent when creating a Remote database or during the
normal synchronization process.
c. To apply these options to all Remote users, click All Users.
d. Click OK.

8. In the User Profile dialog box, click OK.

Creating a Remote User Database

Remote databases are created as a Microsoft SQL Server Express instance.

To create a Remote user database

1. On the Administrator Tools menu, click Create Remote User Databases.
2. In the Create Databases dialog box, under Available Users, select the user(s) for
whom the database(s) will be created, and click the arrow to move them to the Selected
Users box.
Configuring the default database settings is explained in “Setting Database Options” on
page 17. To change the settings for this user only, click Options or Properties and configure
the changes.

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3. Each database is placed in the folder specified in the Create Remote DB in server
directory box on the Database tab of the Options dialog box. To create the database(s),
do one of the following.
• To create the database(s) immediately, click Now.
• To create the database(s) at a later time, click Later.
• In the calendar, select a date and time, and then click OK.
The Administrator is unavailable when the timer is active.
• The Create Databases dialog box displays a countdown to the scheduled date
and time.
A test is performed to ensure the settings are configured and that the database can
be created in the chosen location.
The database is created with the file name SLX_userid_dat.sxd.
4. Click OK to confirm successful completion.
If the Remote user’s computer is connected to the network, create a folder on the
Administrative Workstation and copy the database to the folder. Share this folder so that the
Remote user’s computer has access to it.
If the Remote user is not connected to the network, copy the database to the user’s
computer using some form of removable media. Another option is to zip the database, e-mail
it to the Remote user, and instruct the user to copy it to his or her computer and unzip it.

Installing the Sage SalesLogix Remote Client

Install the Sage SalesLogix Remote Client on every Remote user’s computer. The Sage
SalesLogix Remote Client cannot be installed on the same computer as the Administrative
Workstation.
Note If your company uses Outlook Integration, ensure you have completed the required steps
under “Outlook Integration Requirements” on page 11 before you install the Sage
SalesLogix Remote Client.
• If you created an automated installation using the instructions in “Creating Automated
Client Installations” on page 27, see “Performing an Automated Installation” in the following
section.
• If you did not create an automated installation, see “Performing a Manual Installation” on
page 50.

Performing an Automated Installation

Installing the Sage SalesLogix Client using an automated installation configures the Client
computer with the settings selected when the installation was built.

To run the automated installation

1. Distribute the entire folder structure created during the automated installation to the
remote computer.
2. Instruct the Remote user to double-click SalesLogix Client.msi in the root folder.
3. Install the Remote user database as outlined in “Installing the Remote User Database” on
page 51.

Performing a Manual Installation

Run a manual installation if you do not want to install some components or if you want to
change the installation location.

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To run a manual installation

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.
2. On the Sage SalesLogix Installation screen, click Install SalesLogix Client.
3. On the Install SalesLogix Client screen, click Install SalesLogix Remote Client.
4. On the Welcome and License Agreement screens, read the information and accept the
agreement, and then click Next.
5. On the Setup Type screen:
• Click Complete to install the most common components. Click Next.
• Click Custom to install only certain components or to change the installation
location. Use the Custom Setup screen to enable or disable items for installation.
Click Next.
6. On the remaining screens, click Install and Finish to complete the installation.
• If the installation did not detect either Microsoft SQL Express or Microsoft SQL Server,
the Install Microsoft SQL Express check box appears. Ensure it is selected before you
click Finish.
• If your company is not using Intellisync for Sage SalesLogix to share information
between Sage SalesLogix and Outlook, clear the Install Intellisync for Sage
SalesLogix check box.
After installation, you must install the Remote user database as outlined in the following
section.

Installing the Remote User Database

Before logging on to the Remote Client, you must attach the Remote database using the
Remote Database Setup dialog box.
The connection contains the following values:
• The Database Name is set to SLXRemote.
• The Server Name is set to the name of the Remote user’s computer.
To change this value, right-click My Computer on your desktop, and click Properties. The
computer name appears on the Network Identification tab.
• The User name is set to sa.

To install a Remote user database

1. Browse to the location of the Remote user database. The database file name is
SLX_userid_dat.sxd.
2. Double-click the Remote database.
3. In the SalesLogix Attach Remote dialog box click OK to confirm a successful
installation.
If more than one Microsoft SQL Server instance is detected, you must select the instance
you want to use in the Select the name of the SQL instance to use dialog box.
The Attach Remote utility assumes the sa password is SLXMaster. If you did not install
Microsoft SQL Express using the Sage SalesLogix installation, you may have to change the
sa password in the Remote Database Setup dialog box before the database can be
successfully attached.

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Starting the Sage SalesLogix Remote Client

After installation, the user who installed Sage SalesLogix must log on to the Client
computer(s) for the first time and launch various applications. This process creates the
necessary registry entries for each application and creates a connection to the Remote
database.
If the standard user does not have rights to install Sage SalesLogix, an admin user must start
the Client application. If the standard user has installation rights, he/she can simply log on
and begin using Sage SalesLogix. The Sage SalesLogix Client must write to restricted areas
of the registry. Therefore, once an admin user has logged on to the Client, a standard user
can read from the registry’s restricted area.

To start the Sage SalesLogix Remote Client

1. On the Start menu, point to Programs, point to Sage SalesLogix, and then click Sage
SalesLogix Client.
2. In the Please log on dialog box:
a. In the Username box, type your Sage SalesLogix user name.
b. In the Password box, type the corresponding password for the user name.
c. In the Log on to box, ensure the correct database connection name displays (for
example, SLXRemote).
d. Click OK.
3. If you are using Outlook Integration, complete additional configuration steps as
necessary. See “Configuring Outlook Integration and Intellisync for Sage SalesLogix” on
page 30 for details.
4. Open the SLMailClient.exe.
By default, the Mail Client is installed in C:\Program Files\SalesLogix\SLMail.
5. (Optional) Configure synchronization of the Remote user’s database to run automatically
when the user is logged on to the main office database.

For more information on automated synchronization, see the “Sage SalesLogix Synchronization
Client” topic in the Sage SalesLogix Client Help.

Creating a SpeedSearch Schedule

You can set a schedule on the Remote user’s computer to determine when SpeedSearch
indexes are run. If a schedule is not set and your Host updates indexes when the Remote
computer is turned off, the indexes on the Remote are updated when the user starts their
computer. This update may delay the user as he/she cannot immediately start their work.

To create a SpeedSearch schedule

1. On the Sage SalesLogix Client Tools menu, click SpeedSearch Options.
2. In the Index list, select the index(es) for which you want to set a schedule.
3. In the Full Update section, select the date and time you want the index(es) to complete
a full update.
4. In the Daily Update section, select how you want to schedule daily incremental updates.
• When SalesLogix Opens - All enabled indexes are updated when you open the
Sage SalesLogix Client.
• When SalesLogix Closes - All enabled indexes are updated when you close the
Sage SalesLogix Client.

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• Once at - Select the time of day that you want to update all enabled indexes.
• Repeat Every - Select or type how often you want all enabled indexes to be
updated.
5. Click OK.

After completing this chapter...

You have completed tasks 19-25 of the implementation checklist. Begin using Sage SalesLogix.

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54 Sage SalesLogix Implementation Guide v7.2

 Part II
Installing with the Standard Installation
 Chapter 10
Implementation Checklist - Standard Installation

The Standard Installation is intended for Sage SalesLogix implementations that have more
than 25 users, run on an Oracle database, access Sage SalesLogix over the Web, or include a
Remote Office(s).
This implementation checklist outlines the tasks you must complete to implement Sage
SalesLogix using the Standard Installation. These tasks are designed to help you organize
and make decisions regarding your Sage SalesLogix implementation.
If you are implementing Sage SalesLogix for the first time, read each chapter thoroughly to
ensure you have correctly completed the necessary steps. If you are upgrading from a
previous version, refer to the appropriate Upgrading document located in the Documentation
folder on the Sage SalesLogix DVD.

Required Tasks
All Standard implementations require the following tasks to be completed. Any tasks that are
recommended, but not required, are designated as Optional.

9 Task Page Computer

1 Read the Sage SalesLogix Planning Guide and
create an implementation plan.
2 Install and configure your system prerequisites. 61 All computers and servers
3 Create and share the logging folders. 65 Synchronization Server
4 For Oracle installations, create your Sage 137 Database Server
SalesLogix database.
Note For Microsoft SQL Server, the database is created
during the installation.
5 Install the Administrative Tools and Servers 70 All computers and servers
components.
6 Create Server database connections (if necessary). 72 Sage SalesLogix Server
7 For Oracle installations, create the Net Service 76 Administrative Workstation
Name and Client database connection.
8 Add the appropriate Sage SalesLogix licenses. 80 Administrative Workstation
9 Enter your main office information. 80 Administrative Workstation
10 (Optional) Customize the SpeedSearch indexes 81 Administrative Workstation
(requires SpeedSearch Advanced Server license)
and index schedules.
11 If your implementation includes multiple Sage 82 Administrative Workstation
SalesLogix Servers and databases, set up multiple
SpeedSearch Services.
12 Configure options. 82 Administrative Workstation
13 (Optional) Activate Advanced Outlook 85 Administrative Workstation
Integration.

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Implementation Checklist - Standard Installation

9 Task Page Computer

14 Add Office Information for Customer Service and 85 Administrative Workstation
Support.
Note This task applies if your installation uses
customer service or support features.
15 If necessary, configure the SLXSystem.exe to run 86 Administrative Workstation
as a Windows Service.
16 Create departments. 89 Administrative Workstation
17 (Optional) Create administrative roles. 90 Administrative Workstation
18 Add new users and configure user profiles. 91 Administrative Workstation
19 Set user access to Customer Service Management. 99 Administrative Workstation
Note This task applies if your installation uses
customer service or support features.
20 (Optional) Create teams. 99 Administrative Workstation
21 (Optional) Create automated installations for the 101 Administrative Workstation
Sage SalesLogix Network Client.
22 Install the Sage SalesLogix Network Client on all 102 Sage SalesLogix Client
Sage SalesLogix user’s computers. computers
23 For Oracle installations, create a Net Service Name 76 Sage SalesLogix Client
and Client database connection. computers
24 Start the Sage SalesLogix Network Client. 103 Sage SalesLogix Client
computers
25 (Optional) Configure Outlook Integration and 104 Sage SalesLogix Client
Intellisync for Sage SalesLogix on each Sage computers
SalesLogix Network user’s computer.
26 Create Area, Category, and Issue lists. 106 Sage SalesLogix Client
Note This task applies if your installation uses computer
customer service or support features.
27 (Optional) Configure Marketing. 109 Sage SalesLogix Server

Synchronization Tasks
In addition to the “Required Tasks” on page 57, the following tasks are required for all
implementations that include Remote users or Remote Offices. If your implementation does
not include Remotes, the following do not apply. Any tasks that are recommended, but not
required, are designated as Optional.

9 Task Page Computer

1 Configure synchronization transfer profiles for your 113 Administrative Workstation
selected method of synchronization.
2 (Optional) Create a synchronization service 119 Administrative Workstation
profile.
3 Start the Synchronization Server (Sync Server). 121 Synchronization Server

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 Implementation Checklist - Standard Installation

Remote User Tasks

In addition to the “Required Tasks” on page 57, the following tasks are required for all
implementations that include Remote users. If your implementation does not include Remote
users, the following do not apply. Any tasks that are recommended, but not required, are
designated as Optional.

9 Task Page Computer

1 (Optional) Create rules for conflict resolution. 84 Administrative Workstation
2 Create subscription rules and assign them to 123 Administrative Workstation
Remote users.
3 Set synchronization options and assign a 124 Administrative Workstation
synchronization transfer profile to each Remote
user.
4 Create Remote user databases. 125 Administrative Workstation
5 Install the Sage SalesLogix Remote Client. 126 Sage SalesLogix Remote
Client computers
6 Install the Remote user database. 127 Sage SalesLogix Remote
Client computers
7 Start the Sage SalesLogix Remote Client on every 128 Sage SalesLogix Remote
Remote user’s computer. Client computers
8 (Optional) Create a SpeedSearch schedule. 128 Sage SalesLogix Remote
Client computers

Remote Office Tasks

In addition to the “Required Tasks” on page 57, implementations that include Remote Offices
require the following tasks. If your implementation does not include a Remote Office, the
following do not apply.

9 Task Page Computer

1 Configure the Remote Office profile. 131 Administrative Workstation
2 Add Network users to the Remote Office. 132 Administrative Workstation
3 Create the Remote Office database. 132 Administrative Workstation
4 Install the Remote Office. 133 Remote Office computer
5 Install the Remote Office database. 134 Remote Office Database
Server
6 Start the Remote Office Sync Client. 134 Remote Office computer
7 Install the Remote Office Network Clients. 135 Sage SalesLogix Client
computers

After completing the previous tasks, you can begin using Sage SalesLogix. However, you may
want to learn more about the following features to further customize your implementation.
Dashboards Dashboards allow users to display and interact with a variety of analytical
information in a dashboard. You can set options to display data relative to a specified fiscal
calendar, the Gregorian calendar, or both. See the “Displaying the Sales Dashboard” topic in
the Sage SalesLogix Client Help for more information.

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Implementation Checklist - Standard Installation

Multi-currency If your company has users in multiple countries using different currencies,
you can enable multi-currency support. See the “Managing Currency” topic in the
Administrator Help for more information.
Password Options You can set restrictions on user passwords. For example, you can require
that all users have a password (not blank). See the “Setting Password Options” topic in the
Administrator Help for more information.
Sales Processes Sales Processes are groups of steps and procedures that help users
manage their Sales pipeline. A sales process shows users the steps to complete while
working to make the sale. Processes can also prompt the user to complete activities, such as
making phone calls and writing letters. For information on creating and managing Sales
Processes, see the “Managing Sales Processes” topic in the Architect or Sage SalesLogix
Client Help.
Sage SalesLogix Mobile Sage SalesLogix Mobile extends Sage SalesLogix functionality to
Pocket PC and BlackBerry devices. Sage SalesLogix Mobile provides instant access to
customer information wherever you are and exactly when you need it; all via a compact,
convenient, handheld-based application. Sage SalesLogix Mobile is add-on functionality that
requires separate installation and pricing. Contact your Sage SalesLogix representative for
more information.
Windows Authentication With Windows Authentication, users are automatically logged on
without entering their Sage SalesLogix user names or passwords. See the “Using Windows
Authentication” topic in the Administrator Help for more information.

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 Chapter 11
Preparing for Implementation

Before installing Sage SalesLogix, review and address the system prerequisites. This chapter
outlines the necessary requirements and the files and folders that must be created for a
successful implementation.

General Requirements
• Sage SalesLogix Planning Guide. Read this manual to help plan your entire
implementation.
• Compatibility Checklist. Refer to this document to ensure your hardware and software
meet Sage SalesLogix supported versions.
• Administrator rights for the computer on which you are installing Sage SalesLogix
components. See your Microsoft documentation for instructions on granting administrator
rights using one of the following options:
• Add each user to the local machine’s Admin group for the duration of the
implementation.
• Use a domain user account that is a member of the domain admin group for the
duration of the implementation.
You do not need administrator rights to run the Sage SalesLogix Client, Sync Client, or Mail
Client.
• Sage SalesLogix database is placed in its own instance. This applies to Oracle
implementations only.
• Latest supported Windows Service Pack. Install the latest supported service pack for your
Windows platform, available from Microsoft at www.microsoft.com.
• MDAC (Microsoft Windows versions earlier than Vista) or Microsoft DAC (Windows Vista).
Microsoft Data Access Components are required on every computer running Sage
SalesLogix.
If your Database Server contains only the Sage SalesLogix database and no other Sage
SalesLogix components, you do not need to install MDAC/Microsoft DAC on that server.
• Microsoft SQL Express installed on the Administrative Workstation. Microsoft SQL Express
is required if you have a Microsoft SQL Server 2000 or Oracle database and there will be
Remote users or Remote Offices created, or if the Resync utility will be used.
If Microsoft SQL Express is installed with Sage SalesLogix, it installs as a SALESLOGIX
instance with the sa password set to SLXMaster. If you install SQL Express from another
source, you must set the sa password to SLXMaster (it is generally blank). To install SQL
Express with the same configuration settings as Sage SalesLogix, use one of the following
files on the Sage SalesLogix DVD:
• For the Administrative Tools and Servers installation, run ...\SQLExpress\setup.exe
/settings "...\<SQLExpress>\Administrative Tools and Servers.ini"
• For the Sage SalesLogix Client installation, run ...\SQLExpress\setup.exe /settings
"...\<SQLExpress>\SalesLogix Client.ini".
• Microsoft .NET Framework. .NET Framework is required for .NET Extensions on the
Administrative Workstation, Architect, and Sage SalesLogix Client computers.
The Sage SalesLogix installation automatically installs .NET if the Framework is not
detected on the computer where you are installing Sage SalesLogix.

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• Microsoft Windows Installer. Windows Installer is required for use with .NET Framework.
The Sage SalesLogix installation automatically installs Windows Installer if it is not
detected on the computer where you are installing Sage SalesLogix.
• TCP/IP installed and configured on every computer running Sage SalesLogix. TCP/IP is
required as the network communication protocol.
• Microsoft Internet Explorer. You must install Internet Explorer on every computer running
Sage SalesLogix. Refer to the Compatibility Checklist for supported versions.
• Microsoft Collaboration Data Objects. If you plan to run agents with e-mail output, you
must install the Collaboration Data Objects (CDO.dll) on your Sync Server.
• For Outlook XP, Collaboration Data Objects can be installed from the Control Panel >
Add or Remove Programs > MS Office > Change > Add or Remove Features >
Microsoft Outlook > Collaboration Data Objects > Run from My Computer.
• For Outlook 2007, download Collaboration Data Objects version 1.2.1 from the
Microsoft Web site at www.microsoft.com.
• Microsoft Word. You must install Word on the Administrative Workstation (or the
computer on which you install Architect) for template management and on each Sage
SalesLogix Client computer for mail merge.
• Crystal Reports Professional. If you plan to create or edit reports, you must install Crystal
Reports on the Administrative Workstation (or the computer on which you install
Architect) for report management.
The Crystal Reports installation is available as an option on the Sage SalesLogix DVD
browser.
• Mail client configured on the Administrative Workstation.
• Adobe Acrobat Reader. Required to view Sage SalesLogix documentation.
• Required hardware and software for Web components. See the Sage SalesLogix Web
Implementation Guide for complete details.
• No debuggers, programs, or screen savers running. Close all programs and turn off all
debuggers, screen savers, or anti-virus programs that may interfere with the installation.
For Visual Studio installed with Microsoft SQL Server 2005, launch Visual Studio > Tools >
Options > Debugging > Just-In-Time > and clear all three options.

Server Requirements
In addition to the “General Requirements” on page 61, ensure the Server computer(s) meet
the following requirements.
• Microsoft SQL Server or Oracle (See the Compatibility Checklist for details on supported
versions). Your database platform must be installed and running on the Database Server.
When installing Oracle, ensure that the Oracle OLE DB Provider is installed.
Note By default, Sage SalesLogix uses the OLE DB Provider installed with MDAC v2.8. If your
implementation uses the SQL 2005 Native OLE DB Provider, you must install that provider
on any computer where Sage SalesLogix is installed.
• Local System Account or SLXService user. The default Windows’ Local System Account
includes the privileges necessary for Sage SalesLogix services. However, if you have
changed the Local System Account or prefer to specify a different user, create the
SLXService user as follows:
Note If you plan to run Agents, the Local System Account cannot be used to log on and cycle the
Sync Server the first time. You must use a Domain account to log on and run a manual
synchronization cycle in order for Agents to work correctly.
• Create the SLXService user in your company’s domain. This is the security domain for
the area of the network where the Sage SalesLogix Server, SpeedSearch Service,
and Synchronization Service are located.

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• Add the SLXService user to the local Administrators group on the Sage SalesLogix
Server, SpeedSearch Server, and Sync Server computers. The local domain is the
security domain for that particular computer.
• Set “Access this computer from the Network”, “Allow log on locally”, and “Log on as a
service” rights on the Sage SalesLogix Server, SpeedSearch Server, and Sync Server
computers.
• Set Full permissions for the Library and Documents folders on the Administrative
Workstation, as well as for the Sync Logs folder on all Sync Servers.
• Sage SalesLogix Logging Folders. Create and share the logging folders as detailed in
“Understanding Logging Access” on page 65.
• Oracle Provider for OLE DB Components (Oracle implementations only). When installing,
ensure that the Oracle Provider version matches your Oracle Server and Oracle Client
version. The major version for all three pieces must be the same or compatibility issues
may arise.
• Trust relationship. Establish a trust relationship if the Database Server is on a different
network domain from some or all of the Sage SalesLogix users and components. Ensure
that these domains have a trust relationship with each other and can share data.

Microsoft SQL Server

• SQL Server Sort Orders set to 52 or 54. To check sort order information, type sp_helpsort
in SQL Server Query Analyzer.
• Sort Order 52 - Dictionary order, case-insensitive, for use with the 1252 character
set.
• Sort Order 54 - Dictionary order, case-insensitive, accent-insensitive, for use with the
1252 character set.
• SQL Server security set to SQL Server and Windows authentication. Verify this
authentication is set on the computer where you are installing the Sage SalesLogix
database.
To change the authentication mode, open Enterprise Manager, right-click the appropriate
server, and then click Properties. On the Security tab, set the Authentication to SQL Server
and Windows.
• Microsoft SQL Server Client and Server component versions match. For example, if the
Connection Manager uses the Microsoft SQL Server 2005 driver, then the Sage SalesLogix
Clients must use the 2005 driver.
• SYSDBA user is not assigned the System Administrators role. If the System
Administrator’s role within Microsoft SQL Server is selected for the SYSDBA user, you
cannot log on to Sage SalesLogix.

Oracle
• Oracle Server, Oracle Client, and Oracle OLE DB Provider component versions match. The
Oracle version installed on your Database Server must be the same major version that is
installed on your Client computers. Compatibility issues arise when the versions are
different.

Client Requirements
In addition to the “General Requirements” on page 61, ensure the following are set up on each
Client computer.

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• Microsoft SQL Express or Microsoft SQL Server. For Remote Clients only, Microsoft SQL
Express or Microsoft SQL Server must be installed. See the Compatibility Checklist for
supported versions.
If Microsoft SQL Express is installed with Sage SalesLogix, it installs as a SALESLOGIX
instance with the sa password set to SLXMaster. If you install Microsoft SQL Express from
another source, you must set the sa password to SLXMaster (it is generally blank). To
install Microsoft SQL Express with the same configuration settings as Sage SalesLogix, use
one of the following files on the Sage SalesLogix DVD:
• For the Administrative Tools and Servers installation, run ...\SQLExpress\setup.exe
/settings "...\<SQLExpress>\Administrative Tools and Servers.ini"
• For the Sage SalesLogix Client installation, run ...\SQLExpress\setup.exe /settings
"...\<SQLExpress>\SalesLogix Client.ini".
• Microsoft Outlook. You must install Outlook if you are using Outlook Integration. Ensure
Outlook is installed and configured before installing Sage SalesLogix.
See “Outlook Integration Requirements” on page 65 for additional requirements.
• Small Fonts/Normal Size. Ensure the user’s Windows’ Display settings are set to Small
Fonts or Normal Size (the name of the option varies depending on which version of
Windows is installed).
To access this setting from the Windows Control Panel, double-click Display. On the
Settings tab, click Advanced.
• Data Execution Prevention (DEP) for essential Windows programs and services only. If
you are running Sage SalesLogix on Windows Vista, ensure this setting is enabled.
To access this setting, right-click My Computer > Properties > System Properties >
Advanced tab > Performance > Settings > Performance Options > Data Execution
Prevention tab > Turn on DEP for essential Windows programs and services only.
• Use User Account Control (UAC) to help protect your computer. If you are running Sage
SalesLogix on Windows Vista, ensure this setting is disabled.
To access this setting from the Windows Control Panel, double-click User Accounts and
then click the Turn User Account Control on or off hyperlink.
• Oracle Provider for OLE DB Components (Oracle implementations only). You must install
the OLE DB components on every computer running Sage SalesLogix for database
connectivity.
When installing Oracle, ensure that the Oracle OLE DB Provider is installed. In addition,
your Oracle Server version must match your Oracle Client version.

SpeedSearch Requirements
In addition to the “General Requirements” on page 61, ensure the following requirement is met
if your implementation includes SpeedSearch running on Windows Vista Business Edition.
• Admin user configured to run the SpeedSearch Service. If the SpeedSearch Service is
installed on a machine with Windows Vista Business Edition, the Local System Account
does not have enough inherited permissions to run the service.

Remote Office Requirements

In addition to the “General Requirements” on page 61, ensure the following requirement is met
if your implementation includes a Remote Office.
• Microsoft SQL Server, Microsoft SQL Express, or Oracle. Your database platform must be
installed and running on the Remote Office computer.

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Outlook Integration Requirements

In addition to the “General Requirements” on page 61, ensure the following requirements are
met if you are using Outlook Integration.
• Install and configure Outlook before installing Sage SalesLogix.
• Set Internet Security. If your company uses Windows 2003, you must adjust the default
Internet Security setting in order for the Outlook Integration menu and toolbar items to
display.
To adjust security, open Internet Explorer. On the Tools menu, click Internet Options, click
the Security tab, and then set the Security level for the Internet zone to any setting other
than High.
• Download the WinHelp Engine (WinHlp32.exe). If you are running Sage SalesLogix on
Windows Vista and will synchronize information using Intellisync for Sage SalesLogix, you
must download the WinHelp engine to access the Online Help. Windows Vista does not
include the Help engine necessary for viewing the Intellisync for Sage SalesLogix Help.
Refer to the Microsoft Web site for download information.

Understanding Logging Access

Various Sage SalesLogix services and applications need access to the local file system or
logging folders in order to transfer information. The following information applies to both the
main office (Host) and any Remote Offices.
• The process running the Sage SalesLogix OLE DB Provider must have Write permissions
to the local file system, specifically the “All Users” folder. Write access is necessary for the
Provider to write queue files.
• The SLXSystem.exe must have Read/Write permissions to the local file system to read
and delete the queue files created by the Provider. This process assumes the rights of the
parent process that creates it. Therefore all Sage SalesLogix services or processes that
use the Provider or SLXSystem.exe must have local file system access (for example,
SpeedSearch Service).
• The SLX Server Service user needs Read/Write permissions to the local file system to
write the queue files it receives from the Client SLXSystem.exe. The SLX Server Service
also runs the SLXLoggingServer.exe so the service must have Read/Write permissions to
the location of the Workgroup Logs.
• The Sync Server, Synchronization Client, and SLXLoggingServer are the only applications
that need access to the shared logging path. Network users do not need access to the
shared logging path.

Understanding the Logging Folders

The following logging folders must be created and shared for a Sage SalesLogix
implementation.
Sync Logs Folder The Sync Logs folder is the root folder for synchronization files. The first
time the Sync Server runs, sub folders are automatically created under the Sync Logs folder
for synchronization and other functions.
Documents Folder The Documents folder is the root folder for Sage SalesLogix documents
and for files attached to accounts, contacts, and opportunities.
Library Folder The Library folder is the root folder for the Library system and contains the
entire contents of the Library.
SyncService Folder The SyncService folder is used to store the Sync Service configuration
file. This folder must be shared with the Administrative Workstation computer and with the
computer on which the Synchronization Service is installed. If your implementation does not
include Remote users or Remote Offices, you do not need this folder.

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Remote Office Sync Logs Folder The Remote Office Sync Logs folder is necessary for
implementations that contain a Remote Office. This is the root folder for Remote Office
synchronization files. This folder must be shared to allow access by everyone (including the
SLXService user).
Remote Office Library Folder The Remote Office Library folder contains all Library
documents that Remote Office Network users have access to.
Remote Office Documents Folder The Remote Office Documents folder contains all
documents that Remote Office Network users have access to.

Creating the Logging Folders

If your implementation does not include synchronization, the logging folder (Sync Logs) is
usually located on the Administrative Workstation (the computer where you install the
Administrator). In installations that use synchronization, the Sync Logs folder is best located
on the Synchronization Server if it is a dedicated server. If you have a Document server, you
can use it for the Library and Documents folders.

To create the logging folders

1. In Windows Explorer, create the SyncService folder (for example,
\\ServerName\SyncService).
If your implementation does not include Remote users or offices, you do not need to create
this folder.
2. In Windows Explorer, create the Sync Logs folder (for example, \\ServerName\Sync
Logs).
If you are using synchronization, and more than one Sync Server is required, create
separate folders for each sync server (for example, \\ServerName\Sync Logs1,
\\ServerName\Sync Logs2).
3. In Windows Explorer, create the following folders:
• Library (for example, \\ServerName\Library).
• Documents (for example, \\ServerName\Documents).

The next step...

• If your implementation includes a Remote Office, create the Remote Office folders detailed
in the following section.
• If your implementation does not include a Remote Office, share the logging folders as
described in “Sharing Folders and Granting Access Rights” on page 67.

Creating the Remote Office Folders

A Remote Office contains a central set of shared folders used for synchronization, library files,
and documents. If your implementation includes a Remote Office, you must create the
Remote Office folders at the Remote Office site.
Typically, the synchronization folder (RemOfficeSync Logs) is located on the Remote Office
Synchronization Client. However, you can create the synchronization folder on a separate file
server. The Library and Documents folders can be created on the Remote Office
Synchronization Client or a separate document server.

To create the Remote Office synchronization folders

1. In Windows Explorer, create the Remote Office Sync Logs folder (for example,
\\ServerName\RemOffice Sync Logs) to store the synchronization sub folders.
2. In Windows Explorer, create the following.

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• Library (for example, \\ServerName\Library).

• Documents (for example, \\ServerName\Documents).

Sharing Folders and Granting Access Rights

The Sage SalesLogix folders must be shared before users can connect to them from the
network.
When sharing folders, select one of the methods described in the following sections:
• “Granting Full Access Rights to All Users”.
• “Sharing Folders and Granting Rights to User Groups”.

Granting Full Access Rights to All Users

To share Sage SalesLogix folders and assign access rights to everyone, you must:
• Enable file and print sharing.
• Assign the folders to be shared. This includes the SyncService, Documents, Library, Sync
Logs, and Remote Office Sync Logs folder.
This share includes the SLXService user. The SLXService user must have permissions set
to Full Control for the Sage SalesLogix folders.
Refer to Microsoft documentation for instructions to share folders and enable file and print
sharing.

Sharing Folders and Granting Rights to User Groups

User groups allow you to manage permissions to the Sage SalesLogix folders by group, rather
than by individual users. For example, you can create a group of Remote users and assign
access rights to the entire group. When a new user is created, you add that user to the group,
and the permissions are already defined. This saves time when administering a large number
of users.

Creating User Groups

Should you decide to grant access rights by group, you must create global groups on the
Windows Server. A global group is available in its own domain, as well as any trusting domain
you may have.
Refer to Microsoft documentation for instructions to create user groups. The following user
groups are recommended.

User Group Represents

SlxAdmin System Administrator and SLXService user
SlxNetwork Sage SalesLogix Network users
SlxSync Sage SalesLogix Synchronization Server
SlxRemote Sage SalesLogix Remote users

Note If Remote users need direct access to the main office database, include those users in both
the SlxNetwork and SlxRemote user groups. For example, this would be necessary if users
work remotely and also dock their laptop when in the office.

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Sharing Folders by Group

After creating user groups, you must set the folder sharing rights and permissions for each
group. Refer to Microsoft documentation for instructions to set folder permissions. The
following user group access is recommended.

User Group Type of Access

SlxAdmin Full Control
SlxNetwork Change
SlxSync Change
SlxRemote Change

Understanding Additional Security Options

To control security at a user level, you can create restricted users for Sage SalesLogix. Since
Admin rights to the local Windows computer are not required to run the Sage SalesLogix
Client, a restricted user with limited rights has full functionality.

Running Sage SalesLogix as a Restricted User

Although Admin rights are not required to run Sage SalesLogix, users need permissions to
access specific directories on the local computer. You can set permissions using one of the
following methods:
• Add the user to the local machine’s Power User’s group. Although this allows more than
the minimum required rights, it requires less administration.
• Set permissions to specific directories. This grants the minimum required permissions but
requires more administration. Set permissions to the following:
• (Read/Write Access) Program Files\SalesLogix\SlxIntellisync folder.
• (Read/Write Access) Program Files\Common Files\PUMATECH Shared - this folder is
created during the Sage SalesLogix Client installation.
• (Read/Write Access) Program Files\Microsoft SQL Server\instance name\Data folder -
this folder is only needed for Remote users running Sage SalesLogix on a Microsoft
SQL Express database.
• (Citrix users only) Copy the contents of the Business Objects folder from the
Windows folder to the Windows Folder\System 32.
Note Restricted users cannot register custom ActiveX objects contained in some Sage SalesLogix
Client views. A user with Admin rights must license and install the necessary components
on each Sage SalesLogix Client computer.

After completing this chapter...

You have completed tasks 1-3 of the “Required Tasks” checklist. See Chapter 12, “Installing with
Sage SalesLogix Standard” to install Sage SalesLogix. If you are installing Sage SalesLogix on Oracle,
see Appendix A, “Creating a Database for Oracle” before installing Sage SalesLogix.

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Installing with Sage SalesLogix Standard

Before completing this chapter...

Verify you have installed the prerequisites and created and shared folders as described in Chapter 11,
“Preparing for Implementation.” If you are installing Sage SalesLogix on Oracle, ensure you have
created the Sage SalesLogix database as described in Appendix A, “Creating a Database for Oracle.”

The Standard installation allows you to choose what components you want to install and the
location where you want to install them.

Understanding Sage SalesLogix Databases

The Standard installation installs two Microsoft SQL Server databases if Microsoft SQL Server
is detected on the computer on which you are installing the Sage SalesLogix Server. If you
have an Oracle database, you must create your database manually using the steps outlined in
Appendix A, “Creating a Database for Oracle”.

Microsoft SQL Server

The Sage SalesLogix Server component of the Standard installation installs the blank and
evaluation Microsoft SQL Server databases, provided that you select the option to install the
databases. The databases are installed to the same location as the Master.mdf (typically in
the Microsoft SQL Server Data folder. The Data folder is a sub folder under your SQL instance
name folder.) unless you have specified a different default data directory. If the Sage
SalesLogix installation does not find SQL Server, or a Sage SalesLogix database already
exists, the databases are not installed.
SalesLogix.mdf This is your production database. The user name for this database is admin;
the password is password.
SalesLogix_Eval.mdf This database contains accounts, contacts, tickets, defects, and so on,
for demonstration or testing purposes. You can log on as admin, Lee, Dan, or any other
regular user in the database. No password is required.
Important Do not use the evaluation database as your production database.
Note While it is possible to create a database on SQL Server with a name beginning with a
number, it is not supported as a regular identifier, and therefore, not recommended. If you
create a Host database using a name that begins with a number, you will receive errors
when attempting to create a Remote user or Remote Office database.

Oracle
The SLX_Blank.dmp and SLX_Eval.dmp files are used to import data and the database
structure to the Sage SalesLogix database.
SLX_Blank.dmp This DMP file provides data that serves as your production database. The
user name for the Sage SalesLogix database created from the DMP file is admin; the
password is password.

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SLX_Eval.dmp This DMP file imports accounts, contacts, tickets, defects, etc., to your
evaluation database for demonstration or testing purposes. You can log on to the Sage
SalesLogix database created from this DMP file as admin, Lee, Dan, or any other regular user
in the database. No password is required.
Important Do not use the evaluation database as your production database.

Running the Standard Installation

Install Sage SalesLogix directly from the Sage SalesLogix DVD or from a network drive. To
install from a network drive, copy the entire contents of the DVD to a shared network
directory.
Depending on your implementation, you may need to run the Standard Installation on
multiple computers. Use the following instructions to install all components necessary for
your implementation (for example, Sage SalesLogix Server, Administrative Workstation, Sync
Server, and so on).
If you are installing the Sage SalesLogix database on a separate Database Server instead of
the same computer as the Sage SalesLogix Server, run the Standard Server Installation >
Install SQL Databases installation on the Database Server before running the Standard
Server Installation > Required Administrative Tools and Servers installation on the Sage
SalesLogix Server and other computers.
Note If the Standard installation detects that MDAC must be updated, you will be prompted to
install it. The installation may appear inactive while MDAC is installed. After MDAC is
installed, the computer is restarted without warning. Then, the Sage SalesLogix installation
continues.

To run the Standard Installation

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.
2. On the Sage SalesLogix Installation screen, click Standard Server Installation.
3. On the Standard Server Installation screen, click Required Administrative Tools
and Servers.
Note If you do not have Microsoft .NET Framework installed, the installation may appear to be
inactive while installing the Framework. This installation may take a long time.
4. On the Welcome and License Agreement screens, read the information, accept the
agreement, and then click Next.
5. On the Setup Type screen, select an installation type, and then click Next.
Depending on your configuration, you may need to run the Administrative Tools and
Servers installation on multiple computers. If you have not already done so, review the
Sage SalesLogix Planning Guide for more information on where to install Sage SalesLogix
components.
• Select Complete to install the Sage SalesLogix Server, Sage SalesLogix Databases
(Microsoft SQL Server only), Administrative Workstation, Application Architect,
Synchronization Server, SpeedSearch Server, and Marketing Services (EmPulse) on
this computer.
Selecting this option installs Sage SalesLogix using the Local System Account. To set
a different user, particularly if SpeedSearch indexes include files located on another
computer, select the Typical option.
• Select Typical to select the components to install on this computer.
• Select SalesLogix Server to install the components that primarily handle logging
and licensing for Sage SalesLogix.
• Select Administrative Workstation to install the Administrator, Architect, and
other Sage SalesLogix utilities.

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• Select Application Architect to install the components used to configure and

customize the Sage SalesLogix Web components.
• Select Synchronization Server to install the Sync Server.
• Select SpeedSearch Server to install the SpeedSearch Service.
• Select Marketing Services (EmPulse) to install the Marketing Services
Configuration Manager and other Marketing components.
• Select Custom to choose the components you want to install and the location where
you want to install them on this computer.
6. Depending on your installation type, you will be prompted to enter some or all of the
following information on the installation screens:
• Use Local System Account - Select this option if the local user account has the
correct security permissions to install Sage SalesLogix.
If you clear this option, set the information for the Sage SalesLogix Service user you
created as described in “Server Requirements” on page 62.
Note If SpeedSearch indexes include files located on another computer, do not use the Local
System Account. SpeedSearch requires a Network user to access information on other
computers.
• Domain - Type the network domain where you created the Sage SalesLogix Service
user.
• User Name - Type the name of the Sage SalesLogix Service user (for example,
SLXService).
• Password - Type the Sage SalesLogix Service user’s password.
• Confirm - Re-type the Sage SalesLogix Service user’s password.
• Port Change button - Changes the port number used for communication between the
Clients and Sage SalesLogix Server. In most implementations, the default port
number does not need to be changed. However, if you have another application or
service using port 1706, you should change the port number to an unused port.
• Install Blank and Eval databases if they don’t already exist (SQL Server Only)
- This check box appears if you selected the option to install the Sage SalesLogix
Server, or the Complete installation. Unless you previously ran the Install SQL
Databases installation, select this check box to ensure the databases are created.
• Password required for external read-only access - If necessary, type a
password used to allow third-party applications to import Sage SalesLogix data but
not allow changes to the Sage SalesLogix database.
• Password required for external read/write access - If necessary, type a
password used to allow third-party applications to import Sage SalesLogix data and
make changes to the Sage SalesLogix database.

For more information on password settings for third-party applications, see the
“Understanding Third-Party Access Scenarios” topic in the Connection Manager Help.

• SQL Server sa password - If you have a password set on the sa account on the SQL
Server, type the sa password.
7. On the remaining screens, click Install and Finish to complete the installation. One of
the following options may appear on the last screen:
• Launch Administrator - If your database platform is Microsoft SQL Server and your
database is installed on the same machine as the Sage SalesLogix Server, select this
option and proceed with Chapter 13, “Configuring the Sage SalesLogix System”.
Otherwise, do not select this option and continue with the following sections to create
database connections.
• Install Microsoft SQL Express - This option appears if you installed the
Administrative Workstation without the Sage SalesLogix Server. Microsoft SQL
Express is required on the Administrative Workstation if you have an Oracle database

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or if the Resync utility will be used. Microsoft SQL Express is optional if you have a
Microsoft SQL Server database, but is required if the Resync utility will be used.
• Install .Net AJAX Extensions, Install SQL Server 2k5 Exception Message Box,
and Install SQL Server 2k5 Backwards Compatibility - These options are
selected as appropriate for your system configuration. If necessary, these
components will be installed after Sage SalesLogix.
8. If necessary, reboot your computer.

Creating Database Connections

If your database platform is Microsoft SQL Server, and you are installing the Sage SalesLogix
Server on the Database Server, the Sage SalesLogix installation automatically creates two
database connections named SalesLogix_Server (to the blank database) and SalesLogix_Eval
(to the evaluation database).
If your installation includes one of the following scenarios, you must create your database
connection manually. Generally you will create a connection to the blank and evaluation
databases.
• If your database platform is Microsoft SQL Server, and you are installing the Sage
SalesLogix Server and Sage SalesLogix database on different computers, you must
manually create database connections.
• If your database platform is Oracle, you must manually create database connections.
Refer to one of the following sections as appropriate for your database type:
• “Creating Microsoft SQL Server 2000 Database Connections” in the following section.
• “Creating Microsoft SQL Server 2005 Database Connections” on page 73.
• “Creating Oracle Database Connections” on page 74.

Creating Microsoft SQL Server 2000 Database Connections

Use the following instructions to create a connection to a Microsoft SQL Server 2000
database.

To create a Microsoft SQL Server 2000 connection

1. On the Start menu, point to Programs, point to Sage SalesLogix, and then click
Connection Manager.
2. In the SalesLogix Connection Manager, click Add.
3. In the Connection Name box:
a. In the Name used to refer to this connection box, type a name for the
connection.
b. In the Read/Write password for this connection box, type the password used to
allow read/write access to Sage SalesLogix data from any third-party applications.
c. In the Read-Only password for this connection box, type the password used to
allow read-only access to Sage SalesLogix data from any third-party applications.
d. Click OK.
4. On the Provider tab in the Data Link Properties dialog box, select Microsoft OLE DB
Provider for SQL Server, and then click Next.
a. In the Select or enter a server name box, select your Sage SalesLogix Server.
b. Under Enter information to log onto the server, ensure Use a specific user
name and password is selected.
c. In the User name box, type the user name used to log on to the Database Server
(for example, sysdba).

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d. In the Password box, type the user password (for example, masterkey).
e. Select the Allow saving password check box. You must select this option or the
connection fails.
f. In the Select the database on the server box, select your database.

5. Click Test Connection. If successful, click OK.

If you cannot connect to the database, verify that the settings are correct (passwords are
case-sensitive). Also verify that the database platform service is running on your Database
Server.
6. To save the information and close the Data Link Properties dialog box, click OK.

The next step...

Proceed with Chapter 13, “Configuring the Sage SalesLogix System”.

Creating Microsoft SQL Server 2005 Database Connections

Use the following instructions to create a connection to a Microsoft SQL Server 2005
database.

To create a Microsoft SQL Server 2005 connection

1. On the Start menu, point to Programs, point to Sage SalesLogix, and then click
Connection Manager.
2. In the SalesLogix Connection Manager, click Add.
3. In the Connection Name box:
a. In the Name used to refer to this connection box, type a name for the
connection.
b. In the Read/Write password for this connection box, type the password used to
allow read/write access to Sage SalesLogix data from any third-party applications.

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c. In the Read-Only password for this connection box, type the password used to
allow read-only access to Sage SalesLogix data from any third-party applications.
d. Click OK.
4. On the Provider tab in the Data Link Properties dialog box, select SQL Native Client,
and then click Next.
a. In the Data Source box, type the name of your Sage SalesLogix Server.
b. Under Enter information to log onto the server, ensure Use a specific user
name and password is selected.
c. In the User name box, type the user name used to log on to the Database Server
(for example, sysdba).
d. In the Password box, type the user password (for example, masterkey).
e. Select the Allow saving password check box. You must select this option or the
connection fails.
f. In the Enter the initial catalog to use box, select your Sage SalesLogix database.

5. Click Test Connection. If successful, click OK.

If you cannot connect to the database, verify that the settings are correct (passwords are
case-sensitive). Also verify that the database platform service is running on your Database
Server.
6. Click OK to save the information and close the Data Link Properties dialog box.

The next step...

Proceed with Chapter 13, “Configuring the Sage SalesLogix System”.

Creating Oracle Database Connections

Use the following instructions to create a connection to an Oracle database.

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To create an Oracle database connection

1. On the Start menu, point to Programs, point to Sage SalesLogix, and then click
Connection Manager.
2. In the SalesLogix Connection Manager, click Add.
3. In the Connection Name box:
a. In the Name used to refer to this connection box, type a name for the
connection.
b. In the Read/Write password for this connection box, type the password used to
allow read/write access to Sage SalesLogix data from any third-party applications.
c. In the Read-Only password for this connection box, type the password used to
allow read-only access to Sage SalesLogix data from any third-party applications.
d. Click OK.
4. On the Provider tab in the Data Link Properties dialog box, select Oracle Provider
for OLE DB, and then click Next.
If the Oracle Provider for OLE DB is not listed on the Provider tab, ensure you have installed
the Oracle OLE DB Provider. See “Server Requirements” on page 62 for more information.
a. In the Data Source box, type the Net Service name for your database.
b. Under Enter information to log on to the server, ensure Use a specific user
name and password is selected.
c. In the User name box, type the user name used to log on to the Database Server
(for example, sysdba).
d. In the Password box, type the user password (for example, masterkey).
e. Select the Allow saving password check box. You must select this option or the
connection fails.

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5. Click Test Connection. If successful, click OK.

If you cannot connect to the database, verify that the settings are correct (passwords are
case-sensitive). Also verify that the database platform service is running on your Database
Server.
6. To save the information and close the Data Link Properties dialog box, click OK.

Creating Client Database Connections for Oracle

After installing a Client application (Administrator, Sage SalesLogix Client, etc.) on Oracle,
you must create a Net Service Name in the Oracle Net Configuration Assistant and a database
connection in the Data Link Manager.

Creating a Net Service Name

You must create the Net Service Name (also called database alias) on the computer on which
you installed a Client application. The Data Link Manager uses this alias to connect to the
Sage SalesLogix database.

To create an Oracle Net Service Name

1. Click Start, point to Programs, point to Oracle - OraHome, point to Configuration and
Migration Tools, then click Net Configuration Assistant.
2. On the Welcome screen, click Local Net Service Name configuration, and then click
Next.
3. On the Net Service Name Configuration screen, click Add, and then click Next.
4. On the Database Version screen, select Oracle8i or later database or service, and
then click Next.
5. On the Service Name screen, in the Service Name box, type your database name, and
then click Next.
6. On the Select Protocols screen, select the network protocol used to connect to and
communicate with the database (for example TCP), and then click Next.
7. On the Protocol screen, type your host name in the Host name box, and then click
Next.
• If you are running Oracle on Windows, type the computer name of your Database
Server.
• If you are running Oracle on UNIX, type the IP address.
8. On the Test screen, click Yes, perform a test to test the database connection, and then
click Next.
9. On the Net Service Name screen, in the Net Service Name box, type a name for this
database connection (for example, databasename.servername), and then click Next.
Ensure that the database connection name is the same for every connection you create on
all your Sage SalesLogix Client computers. The names must match exactly for all
connections to work.
10. Click No when prompted to configure another Net Service Name.
11. Click Next, and then click Finish.

Creating a Client Database Connection

The Data Link Manager is used to create a connection from the Client computer to the Sage
SalesLogix Server. This connection is configured automatically for Microsoft SQL Server
installations. However, you must create a connection manually on each computer running
Sage SalesLogix on Oracle.

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To create a connection in the Data Link Manager

1. Click Start, point to Programs, point to Sage SalesLogix, and then click the application
you want to log on to (for example, Administrator).
2. In the Please log on dialog box, click the ellipsis button in the Log on to box.
3. In the Data Link Manager, click Add.
4. On the Provider tab of the Data Link Properties dialog box, select the SalesLogix
OLE DB Provider and then click Next.
5. In the Select or enter the SalesLogix Server box, select the computer on which you
installed the Sage SalesLogix Server.
For Remote users, enter the computer name on which the Remote user’s database is
installed.
6. In the Select SalesLogix database name box, select the name of the connection
configured for your database using the Connection Manager.
See “Creating Database Connections” on page 72 for more information.
7. In the SalesLogix User Name and SalesLogix Password boxes, type the user name
and password used to log on to Sage SalesLogix.
• When logging on to a third-party application using the Sage SalesLogix OLE DB
Provider, these fields allow you to log on using Sage SalesLogix security.
• If you are not using a third-party application, the user name and password are used
to test the connection.
8. Select the Allow Saving Password check box. You must select this option or the
connection fails.

9. Click OK.

After completing this chapter...

You have completed tasks 5-7 of the “Required Tasks” checklist. See Chapter 13, “Configuring the
Sage SalesLogix System” to continue your implementation.

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Configuring the Sage SalesLogix System

Before completing this chapter...

Install Sage SalesLogix using the Standard installation as described in Chapter 12, “Installing with
Sage SalesLogix Standard.”

Once you have installed the components necessary for your implementation, you must log on
to the Administrator and complete the following tasks:
• Add licenses.
• Enter Office information.
• Configure SpeedSearch.
• Configure Sage SalesLogix options.
• Add Customer Service and/or Support information (if you are using the customer service
and/or support features).

Logging On to the Administrator

The Administrator is used to manage users, servers, and offices. The following steps are also
used when logging on to other Client applications, such as Architect, Sage SalesLogix Client,
and so on.

To log on to the Administrator

1. On the Start menu, point to Programs, point to Sage SalesLogix, and then click
Administrator.
2. In the Please log on dialog box:
a. In the Username box, type admin.
b. In the Password box, type the corresponding password for the user name.
The initial admin password for your production (blank) database is password.
Passwords are case-sensitive and must be entered in lowercase characters, with no
spaces.
c. In the Log on to box, ensure the correct database connection name displays (for
example, SalesLogix_Server).
If necessary, you can add a new connection or change an existing connection using the
Connection Manager.
3. Click OK.
If you cannot connect to the database, ensure that the database path is correct in the Data
Link Manager.

Understanding the Setup Assistant

The Setup Assistant is used to simplify the installation of licenses, to simplify the
configuration of your office information, and to create users based on a Windows user list or
pre-configured system templates. You can exit the Assistant at any time and add information
manually.

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Adding Licenses
All implementations require a Sage SalesLogix license (Standard, Advanced, or Premier).
Additional licenses determine the servers, offices, and users you can add to Sage SalesLogix.
See the Sage SalesLogix Planning Guide for a description of each available license.
The first time you log on to a Sage SalesLogix database that does not contain licenses, the
Setup Assistant appears.

To add licenses using the Setup Assistant

1. In the Setup Assistant, select Step 1 - Add Licenses using the License Wizard, and
then click Run Selected Step.
If the Setup Assistant is not open, on the Help menu, click Setup Assistant.
2. In the Customer ID box, type your customer ID.
Ensure your customer ID matches the ID to which Sage SalesLogix issued licenses. Your
licenses correspond with your customer ID.
3. In the License Wizard, add all your licenses, and then click Next.
You can add licenses by typing the license numbers or using copy and paste from a text
file. The License Wizard filters extraneous text from the text file.
4. Depending on your implementation, you may see additional screens prompting for
information related to a Synchronization Server license(s). Use the following to enter
synchronization information:
a. In the Description box, type a name or description for the Sync Server.
b. In the Shared path for Logging box, browse to the Sync Logs folder (for example,
\\MyServer\Sync Logs) that you created in Chapter 11, “Preparing for Implementation.”
Ensure the Logging folder is shared and all Network and Remote users have network
access to it. The path must also follow universal naming conventions (UNC), and you
must be able to browse to it. If the path is not entered correctly, the Sage SalesLogix
clients will not be able to access the database through the Sage SalesLogix OLE DB
Provider.
Note It is not possible to use a logging path on a different (trusted) domain if the SLX Service
is using the Local System Account. If you want to use a logging path on a different (trusted)
domain, you must change the SLX Service from Local System Account to a domain user
with rights on both domains.
c. Click Next.
5. To apply your licenses, click Finish.
Proceed to the following section to complete Step 2.

Entering Office Information

After adding licenses, use the Setup Assistant to enter your main office information. This
information includes your primary address, shipping address, and phone numbers.

To add office information without using the Setup Assistant, see the “Entering Office
Information” topic in the Administrator Help.

To enter office information using the Setup Assistant

1. In the Setup Assistant, select Step 2 - Enter Office Information, and then click Run
Selected Step.
If the Setup Assistant is not open, on the Help menu, click Setup Assistant.

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2. Type your company information such as division name (if applicable), primary and
shipping addresses, and telephone numbers.
Note Only the Company Name is a required field.
3. Click OK.

Adding Users
The last step of the Setup Assistant simplifies the process of adding Sage SalesLogix users.
The process for adding users is detailed in Chapter 14, “Configuring Sage SalesLogix Users.”

The next step...

Do one of the following:

• Complete the information in the following sections to configure your Sage SalesLogix system. Then
use the processes detailed in Chapter 14, “Configuring Sage SalesLogix Users” to add users.
• Refer to Chapter 14, “Configuring Sage SalesLogix Users” to add users. Then return to the
following sections to complete your Sage SalesLogix system configuration.

Configuring SpeedSearch
SpeedSearch allows users and external customers to search for information stored in the
Sage SalesLogix database, such as tickets, standard problems, procedures, attachments,
Library documents, and external documents on your network. It also supports the Keyword
Search features in the Sage SalesLogix Client.
Note The Advanced SpeedSearch license is required to search the History and Activity indexes.
By default, the installation creates a shared SpeedSearch folder on the SpeedSearch Server,
which contains indexes and is necessary for SpeedSearch to function correctly.

Understanding SpeedSearch Indexes

An index is a collection of files or records that a user can search against. The SpeedSearch
Service builds the indexes used for SpeedSearch. The Sage SalesLogix database includes
default indexes. You cannot edit these indexes unless you have the SpeedSearch Server
Advanced license.

See the “Managing SpeedSearch Indexes” topic in the Administrator Help for a
description of the default indexes and for detailed steps on creating new file system
and database indexes.

Initially, Sage SalesLogix automatically builds the default indexes and includes the following
index schedules:
• Full build – By default, each index is scheduled to be completely rebuilt every Saturday at
12 a.m.
• Incremental build – By default, each index is scheduled to be updated with the changes
made since the last build each day Monday through Friday at 12 a.m.

• To change the default index schedules or create new schedules, see the
“Managing SpeedSearch Schedules” topic in the Administrator Help.
• To understand how SpeedSearch information synchronizes with Remotes, see the
“Understanding SpeedSearch and Remotes” topic in the Administrator Help.

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Configuring SpeedSearch for Multiple Databases

Typical implementations include only one SpeedSearch Service. However, if your
implementation includes multiple Sage SalesLogix Servers and databases, you should install
additional instances of the SpeedSearch Service on separate machines. Then, you must use a
configuration utility to match each SpeedSearch Service with the appropriate Sage
SalesLogix Server and database connections.
The following rules apply to this type of configuration:
• Each SpeedSearch Service can handle only one Sage SalesLogix Server.
• Multiple SpeedSearch Services can share the responsibility for different database
connections on one Sage SalesLogix Server. (For example, SpeedSearch Service 1 can
handle Sage SalesLogix Database 1 and Sage SalesLogix Database 2, while SpeedSearch
Service 2 handles Sage SalesLogix Database 3 and Sage SalesLogix Database 4.)
• SpeedSearch Services cannot share responsibility for the same database connection. (For
example, SpeedSearch Service 1 and SpeedSearch 2 cannot both handle Sage SalesLogix
Database 1.)
Once you have installed all Sage SalesLogix Servers, set up all databases, installed all
SpeedSearch Services, and created any custom schedules, complete the following procedure
on each machine where the SpeedSearch Service is installed.

To configure each SpeedSearch Service

1. On the Start menu, point to Programs, point to Sage SalesLogix, and then click
SpeedSearch Configuration.
2. Complete the boxes in the Step 1 area of the SpeedSearch Service Configuration
Manager following the instructions in the dialog box.
Only change the port number and local SpeedSearch system path if you changed them
during installation.
3. Click Refresh Connection List to display all Sage SalesLogix database connections for
the selected Sage SalesLogix Server.
4. Select the database connections you want to assign to this SpeedSearch Service.
5. Click OK.
Note If you configured the SpeedSearch Service before creating your schedules, you must click
the Run Now button on the Schedules tab of the Manage SpeedSearch Configuration dialog
box or stop and restart SpeedSearch to commit your changes.

Configuring Sage SalesLogix Options

You can configure the appearance of the Administrator and Sage SalesLogix Client, set
default password and Remote database options, and configure other custom options. The
options required for a successful implementation are detailed in the following sections.

Refer to the “Configuring SalesLogix Options” topic in the Administrator Help for
information on other options.

Setting Database Options

Database options allow you to configure the default settings when creating Remote user or
Remote Office databases. If you have a Microsoft SQL Server database and your
implementation does not include Remotes, you do not need to set database options.

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To set database options

1. On the Administrator Tools menu, click Options, and then click the Database tab.
2. In the Databases Used section, select your database type(s) for the main office and
Remotes.
The database type defaults to Microsoft SQL Server. You must set your database type(s)
before using DB Manager.
3. In the Site Codes begin with these characters box, type a one- or two-digit prefix for
Remote site codes. If you do not use this feature, site codes are randomly generated.
Forcing a prefix helps identify the source of a particular file, such as a Remote Office.
4. In the Host DB Owner ID box, type the user name of the Remote database owner. This
must be set to sysdba.
This is configured automatically when logging on to Sage SalesLogix.
5. In the Host DB Owner password box, type the sysdba password used by the host
database.
This is configured automatically when logging on to Sage SalesLogix.
6. In the Host DB Admin ID box, type the user name of the database system
administrator.
This is usually sa, but may be any admin level SQL Server user identity. If the Host
database is Oracle, then it must be set to sa.
7. In the Host DB Admin password box, type the sa password used by the host database.
For Oracle, leave this field blank.
8. The Sync Global remote SA Password for existing databases option allows you to
set a global SA password for all Remote users and offices. During synchronization, if the
password set in the Current Remote SA Password box matches the password on the
Remote Microsoft SQL Express instance, then the password is changed to the password
set in the New Remote SA Password box.
Note If the Microsoft SQL Express instance on the Remote was installed from the Sage
SalesLogix DVD, then the default instance password is SLXMaster.
9. The Server name box displays the machine name of the server.
This field is Read Only for a SQL Server host, and is blank for an Oracle host. For Oracle,
set this value to a computer where Microsoft SQL Express is running (for example, the
administrator's computer).
10. In the Create Remote DB in server directory box, type the path to the location where
Remote databases will be created.
The location of the folder can be on the Database Server, the Administrative Workstation’s
Microsoft SQL Express instance, or any Microsoft SQL Server where the appropriate
permissions have been provided (for the sa or similar user). Use the format drive
letter:\shared_folder_path. Do not include the computer name.
Note If you are creating remote databases on the Microsoft SQL Server Host, ensure the
permissions for Creator Owner are set to a minimum of Change.
11. Select when you want the Data Transformation Services (DTS) file and Remote database
to be created:
• Prepare Remote DB and create it immediately automatically creates and runs
the DTS file. The DTS file creates the Remote database. This is the recommended
option.
• Prepare Remote DB and wait for Administrator creates and saves the DTS file.
This enables you to run the DTS file and create the database at a later time. This

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setting is not recommended. This method requires a user interface and scheduler to
connect to the database and run the DTS package.

12. Click OK.

Setting Conflict Resolution Options

Conflict resolution is the process used during synchronization to determine what changes are
kept when multiple users change the same data. You can use the default conflict resolution
rules, add new rules, or change the existing rules for your implementation. Conflict resolution
is only necessary if your implementation includes Remotes.
Up to three criteria may be used to determine which changes update the database when a
conflict occurs. Sage SalesLogix analyzes the conflicting transactions, and then determines a
win, loss, or tie. In the event of a tie, the next criterion is used to settle the conflict.
Generally, if all other options are exhausted, and the transactions are still in conflict, the
most recent change to prevails.
The default conflict resolution rules are:
1. The user wins if (s)he is a remote client.
2. If after step one both users are equal, the user wins if (s)he is the owner of the record.
3. If after step two both users are equal, the user wins if (s)he made the most recent
change.

Refer to the “Creating Conflict Resolution Rules” topic in the Administrator Help if you
want to change the default conflict resolution rules or add additional rules.

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Activating Advanced Outlook Integration

Integration with Microsoft Outlook enables Sage SalesLogix users to use Outlook’s advanced
calendar system when sending e-mail, scheduling activities, and managing contacts. For
example, using Outlook enables users to schedule activities for other Sage SalesLogix users
using the Attendee Availability tab in the Sage SalesLogix Client.
When Advanced Outlook Integration is activated, the following features are enabled. All other
Advanced Outlook Integration features require no activation.
• The Attendee Availability tab appears when a user schedules a meeting or phone call in
the Sage SalesLogix Client, which automatically places the request on the users’ Sage
SalesLogix and Outlook calendars.
• When a user accepts a meeting invitation in Outlook, the meeting is automatically placed
on the user’s Sage SalesLogix and Outlook calendars.
Internet Only Mode is not recommended for Advanced Outlook Integration.

To activate Advanced Outlook Integration

1. On the Administrator Tools menu, click Options, and then click the Outlook tab.
2. Select the Activate Advanced Outlook Integration check box.
After activating Advanced Outlook Integration, you can add Internet domains that you
want to exclude from Send SLX functionality. When you add a domain, e-mail messages
are not recorded to history for users in that domain and e-mail messages from users in
the domain do not contain the “Flag for Follow up.”
3. Click Add.
4. In the New Domain Entry dialog box, type the domain name.
Use the format sage.com or [email protected]. Domain exclusion settings are case-
sensitive.
5. Click OK.
6. Repeat steps 3-5 to add additional domains.
You must configure Outlook Integration in the Sage SalesLogix Client. This configuration is
outlined in “Configuring Outlook Integration and Intellisync for Sage SalesLogix” on page 104.

Setting Accounting Options

Accounting options contain system-level information that allows Sage SalesLogix to
communicate with external accounting applications. This information must be configured
before database transfer between Sage SalesLogix and the accounting application can take
place.

See the “Setting Accounting Options” topic in the Administrator Help for details.

Adding Customer Service and Support Information

If you are using customer service and/or support features, you must complete the
Service/Support tab on the Office Information dialog box. Use this tab to set the hours of
operation for your business and to determine how tickets are assigned.

To add customer service and support information

1. On the Administrator Navigation Bar, click Systems.
2. Click the Offices tab, double-click your main office in the grid, and then click the
Service/Support tab.

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3. In the Open and Close boxes, select the time your normal business hours start and end.
The Hours of Operation area defines the time used for certain reports and follow-up
activities.
4. In the Time units in minutes box, type the smallest billable time unit to use for tracking
the time spent on a ticket.
5. If your company includes the weekend as part of the regular work week, select the Work
weekends check box.
6. In the Ticket Assignment Options area, select one of the following:
• Unassigned - Tickets are left unassigned until a user views the call and assigns it.
• Logged-in user - Tickets are assigned to the user that saves the ticket.
• Auto-assignment - Tickets are assigned to the user or team associated with an
Area. If an Area has no associated user or team, the ticket is left unassigned. Area
values are configured in “Creating Area, Category, and Issue Lists” on page 106.
7. Select the Default user or team assigned to account overrides Ticket Assignment
Options check box if you want the Default User/Team selected on the Sage SalesLogix
Client > Account > Notifications tab to override the Ticket Assignment Option.
For example, if you set the Ticket Assignment Option to Logged-in user, and select this
check box, any tickets created for an account that has a Default User/Team set in the Sage
SalesLogix Client will be assigned to the defined user/team. Any accounts that do not have
a Default User/Team set, will be assigned to the logged-in user. If this check box is cleared,
new tickets for an account are assigned to the logged-in user even if the account has a
user/team selected as the default for new tickets.
8. Under SpeedSearch, choose whether or not to use an approval process to determine
which new tickets and defects are added to SpeedSearch.

Refer to the “Understanding the SpeedSearch Approval Process” topic in the

Administrator Help for more information.

9. Click OK.

Running Sage SalesLogix on a Multiuser Environment

If you are running Sage SalesLogix on a multiuser environment such as Citrix, Web Server, or
Terminal Server, it is highly recommended that you configure the SLXSystem.exe to run as a
Windows Service. On Windows 2003 SP1 or later, the service must be installed in install
mode. Running SLXSystem.exe as a service removes the startup/shutdown time when the
Client creates a connection to a database using the SLXSystem.exe.
The SLXSystem service starts and stops when connections are created. However, you can set
the service to remain open for a set amount of time before shutting down. To set a specific
amount of time for the service to remain open, add the registry key
HKEY_LOCAL_MACHINE\SOFTWARE\SalesLogix\ShutdownDelay(DWORD). The key accepts
values 1 through 1440, where the value indicates the number of minutes the service will run
before shutting down (after it detects no activity). Setting the value to 0 indicates the service
never shuts down.
By default, the SLXSystem.exe service is set to Automatic with a registry value of 0 so that it
is always on.

To install SLXSystem.exe as a service

1. If currently running, close the current SLXSystem.exe using Task Manager.
2. On the Start menu, click Run.

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3. In the Open box, type “C:\Program Files\SalesLogix\SLXSystem.exe” /install.

The service can be removed using the “C:\Program Files\SalesLogix\SLXSystem.exe”
/uninstall command.

Example Registry Entry

The following is an example registry entry that allows the same Data Link to be available for
users logging on to Sage SalesLogix.
Windows Registry Editor Version 5.00
[HKEY_LOCAL_MACHINE\SOFTWARE\SalesLogix\CUD]
[HKEY_LOCAL_MACHINE\SOFTWARE\SalesLogix\CUD\ADOLogin]
[HKEY_LOCAL_MACHINE\SOFTWARE\SalesLogix\CUD\ADOLogin\Connection1]
"Data Source"="SLX"
"DBPassword"=""
"DBUser"=""
"Extended Properties"="PORT=19026;LOG=ON"
"Initial Catalog"="SLX"
"Provider"="SLXOLEDB.1"
"Alias"="SLX"
@=""

Maintaining Database Security

After installing and configuring Administrator, you should change passwords to maintain
maximum security. For security reasons:
• Change the administrator user password when you configure your users. See the
“Changing a User’s Password” topic in Administrator Help for more information.
• Change your database password using SQL Server Enterprise Manager or DBA Studio.
After changing the sysdba password in SQL Server Enterprise Manager or DBA Studio, you
must change the password in the Connection Manager on the Sage SalesLogix Server. See
the Connection Manager Help for detailed instructions.

After completing this chapter...

You have completed tasks 8-15 in the “Required Tasks” checklist. See Chapter 14, “Configuring Sage
SalesLogix Users” to continue your implementation.

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 Chapter 14
Configuring Sage SalesLogix Users

Before completing this chapter...

Add licenses and configure the system as described in Chapter 13, “Configuring the Sage SalesLogix
System.”

When creating Sage SalesLogix users, you must add new users and modify the user profile.
Optionally, you can create teams. Teams contain users who require access to the same set of
accounts.

Planning for Sage SalesLogix Users

Before adding new users, you can create departments, administrative roles, and security
profiles that can be assigned to individual users. Administrative roles and security profiles
help define what information is available to the user and what tasks they can perform.
After creating departments, administrative roles, and security profiles, you can apply these
rights when creating your users.

Understanding the Admin User

Sage SalesLogix contains an Administrator user type which is the default user profile created
for the system administrator. The system administrator has full access to all features and
functions in the system when logging on as admin.
The Administrator user profile cannot be modified in Administrator with the same access as
other Sage SalesLogix users (Network, Remote, and so on). Access on the General tab is
restricted except for the E-mail and Use Windows Authentication boxes and the Change
Password button. The following tabs are not visible and cannot be edited:
• Service / Support
• Teams
• Sync
Admin user access is restricted to ensure the system administrator is not included in your
company’s security model.

Creating Departments
Departments contain users, but cannot contain teams. However, teams can contain
departments. A user can belong to more than one department and more than one team.
The default department named None is automatically applied to all new users.

To create a department
1. On the Administrator Navigation Bar, click Users.
2. On the Edit menu, click New Department.
3. In the Department Name box, type a name for the department, and then click OK.
4. Repeat steps 2-3 to create additional departments.

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Creating Administrative Roles

Administrative users can perform tasks in Administrator normally reserved for the system
administrator. To designate someone as an Administrative user, the system administrator
creates an administrative role and adds it to the user’s security profile. Administrative users
then log on to the Administrator using their user name (for example, Lee or Dan). The
system administrator remains as the only user with full access to all features and functions in
the system.
Note Administrative roles are not available with the Standard license.

To create an administrative role

1. On the Administrator Manage menu, click Administrative Roles.
2. In the Manage Administrative Roles box, click New Role.
3. In the Enter Role Name box, type a name for the role.
4. Click OK.
5. Double-click each function within the role that you want users assigned this role to have
the ability to perform.

For detailed information on each function, see the “Administrative Functions” topic in the
Administrator Help.

Creating Security Profiles

Security profiles can exist for a user at the individual level and at the team level. Therefore, a
user may have one security profile for accounts owned by a team of which they are a
member, and another for accounts owned by them as an individual.
Security profiles enhance standard security by allowing you to limit access to specific tables
and fields. For example, Dan is Lee’s assistant. You want to add Dan to the same team as Lee
so that he can find information on Lee’s accounts. However, you want Dan to have access
only to the account address and contact information. In this scenario, you create a security
profile that limits access to all tables and fields except address and contact. When this profile
is applied to Dan, he can only view address and contact information for any accounts owned
by Lee’s team.
The following rules apply to security profiles:
• Security profiles never apply to accounts owned by Everyone. Using Everyone for account
ownership is equivalent to no security.
• Security profiles never apply to accounts owned by a specific user. For example, if an
account is owned by Lee, Lee will always have full access to that account.
• Security profiles apply to accounts that are owned by an individual, but are accessed by
another user. For example, if Lee is the account owner, Dan may be given Read Only
access to the account. Lee will always have full access and Dan will have Read/Only
access.
The following default security profiles can be applied to new users:
• Read Only Default - Sets all database tables and fields to Read Only access.
• Read/Write Default - Sets all database tables and fields to Read/Write access except
the Account table Seccodeid field. This restricts the user from reassigning account
ownership.
• Team Owner Profile - Sets all database tables and fields to Read/Write access. This
allows the user to reassign account ownership.
Note Field security profiles are not available with the Standard license.

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To create security profiles

1. On the Administrator Manage menu, click Field Security Profiles.
2. In the Security Profile Manager, click Add.
3. In the Description box, type a name for the security profile.
4. In the Profile Type box, select User or System.
No functional difference exists between the two profile types; they are simply for
organization. System profiles can indicate templates for entire groups, while User profiles
indicate a security profile for one user.
5. Use the tree view to select which tables/fields to restrict access to with this profile. To
restrict all fields listed for a table, select the table. To select specific fields in a table,
expand the table and press CTRL while you select each field. Then, click one of the
following buttons:
• No Access – Users cannot view or edit the data.
• Read Only – Users can only view the data.
• Read/Write – Users can view and edit the data. This is the default option assigned to
all tables and fields.

6. Click OK.
7. Add additional profiles as appropriate.

Creating Users
Before creating users, determine the best method of configuring the user’s profile for your
company’s size and structure.
If you plan to add several users with identical profiles (for example, the same department,
division, manager, security settings, and so on), Sage SalesLogix recommends you use a user
template. Templates are recommended because they significantly reduce administration time.

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When creating users, you can apply a Sage SalesLogix user template, or a custom template
you create, which applies the appropriate settings to each user. User templates do not
consume a license and cannot log on to Sage SalesLogix.

For detailed information on default Sage SalesLogix user templates, see the “Creating a User
Template” topic in the Administrator Help. If necessary, you can customize the default
templates.

The following options are available for adding users:

Creation Method Description

Add new users based on an existing user You can add new users based on an existing user
template template or a custom user template you create.
Create Sage SalesLogix users based on If you want your existing Windows’ users to also be
existing Windows’ users Sage SalesLogix users, you can import your Windows’
user information to Sage SalesLogix. During this
process, you can select an existing user template to
configure user profile settings.
Import users from a comma-delimited text file If your company maintains user information in another
application, you can export the information and import
it to Sage SalesLogix to add users. During this process,
a user template can be applied to configure user
settings not found in the import file.
Create users individually If you have a small number of users, or each user
requires a distinct profile with settings that differ
substantially, you can add users individually and
configure each profile as appropriate.

The following sections detail how to create a custom user template, add users based on
existing Windows’ users, and then how to complete and activate the new users.

Creating User Templates

User templates define the settings you want to use when creating new users. For example,
you can create a template named Manager. This template establishes the generic user profile
for all managers in your company. Then, when you create users and apply the template, the
manager’s profile is already configured with the appropriate settings.

To create a user template

1. On the Administrator Navigation Bar, click Users.
2. In the Users view, click Add.
3. In the Add box, select Template.
4. In the Quantity box, type or select the number of user templates that you want to add.
5. Click OK.
Once the template is created, the User Profile dialog box appears, in which you can configure
the template settings. The settings required for adding and configuring user templates are
outlined in the following sections. Additional settings that apply to individual users (not
templates) are discussed in “Configuring Users” on page 98.

For information on other user options not detailed here, refer to the “Modifying a User’s Profile”
topic in the Administrator Help.

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Configuring General Options

The User Profile General tab sets information that identifies the user to Sage SalesLogix. This
information is used in reporting, document templates, and security.

To set general options

1. In the User Profile dialog box, click the General tab.
If necessary, double-click a user in the Users view to open the profile.
2. In the Username box, type a name for the user template.
3. In the Name box, type the name of the user template.
This name displays when selecting the template to apply to other users. To correctly
display a template name that contains more than one word, click the ellipsis button and
add the name in the Last Name box.
4. Complete the Region, Division, Department, Manager, and Notes fields as
appropriate.
Note Only Managers that can appropriately be a user’s manager display in the Manager box.

Refer to the next section to set options on the Employee tab.

Setting Employee Options

The User Profile Employee tab sets company and personal information for the user. The
Employee tab also contains user-level information that allows Sage SalesLogix to
communicate with supported accounting applications.

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To set employee options

1. In the User Profile dialog box, click the Employee tab.
If necessary, double-click a user or template in the Users view to open the profile.
2. In the Work section, enter the user’s company name and address and work phone and
fax numbers.
Refer to the next section to set options on the Security tab.

Setting Security Options

The User Profile Security tab sets the default security profile for a user. With advanced
security, each user and team can be assigned a different security profile. This profile
determines if the user can add or delete a view and what default view displays for the user
when they log on to the Sage SalesLogix Client.
Note Feature security is not available with the Standard license.

To set security options

1. In the User Profile dialog box, click the Security tab.
If necessary, double-click a user in the Users view to open the profile.
2. In the Feature Security section, configure the user's rights to add or delete information
in the Sage SalesLogix Client.
a. In the Entity Name box, select the main view type for which you want to set
security.
The Entity Name list is dynamic based on your database. The list contains every main
view for every main table that exists in your database. For example, Accounts,
Contacts, Campaigns, and so on.
b. In the Allow user to section, select or clear the appropriate check box to determine
if the user can add or delete records within the main view type.
For example, if you do not want this user to be able to add accounts, select Account
in Entity Name box and then clear the Add ACCOUNTS check box.
c. If appropriate, in the Detail View and Lookup View boxes, select the name of the
view that you want to appear when the user views the details or looks for information
on the selected entity type. The fields default to the appropriate system view.
3. In the Default field security profile box, select the profile that will be the default
profile when this user is added to a team or another user’s team. You can select a system
profile or a custom profile you created using the steps in “Creating Security Profiles” on
page 90.
If user A has been manually added to user B’s team (using the Teams tab), user A can
access any records that user B can access. However user A’s ability to modify those records
depends on their Field Security. Users always have read/write access to all individually
owned accounts and accounts owned by Everyone.
4. If appropriate, in the Administrative Role box, select an Administrative Role for the
user.

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If you did not create administrative roles, refer to “Creating Administrative Roles” on page
90 for more information.

Refer to the next section to set options on the Client System tab.

Setting Client System Options

The User Profile Client System tab defines the word processing, fax, e-mail, and process
manager options. Unless you restrict access to these options, users can change these
settings on their computers.

To set client system options

1. In the User Profile dialog box, click the Client System tab.
If necessary, double-click a user or template in the Users view to open the profile.
2. In the Accounts box, select the default owner of new accounts created by this user.
3. Use the Fax Provider section to select the user’s default fax provider.
The Microsoft Fax Service (SalesLogix) option uses the Microsoft Fax Service that ships
with Microsoft Windows.

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4. In the Email section, select your company’s e-mail application. If you are using Outlook
Integration, select Microsoft Outlook.
• (Microsoft Outlook) In the Profile Name box, select your local mail system profile.
• (Mail Client) In the Show names in address book by box, select how you want
contact names to appear in the address book.
Refer to the next section to set options on the Service/Support tab.

Setting Service and Support Options

The Service/Support tab is used to set options related to customer service, support, and
SpeedSearch.

To set service and support options

1. In the User Profile dialog box, click the Service/Support tab.
If necessary, double-click a user or template in the Users view to open the profile.
2. Select the Available for calls check box to allow other users to assign tickets to this
user.
3. Select the Notify user of new Ticket check box to send an e-mail message when a
ticket is assigned to the user.
An e-mail message is sent if a new ticket is assigned, or an existing ticket is reassigned to
this user.
4. Select the User may grant access to Customer Portal check box to allow the user to
give customers access to tickets through Web Customer Portal.
5. Select the User has “Submit to SpeedSearch” as default check box to make the
Submit to SpeedSearch option selected by default when the user creates a new ticket.
6. Select the User may approve SpeedSearch submissions check box to allow the user
to determine which tickets and defects are available through SpeedSearch.
This option is only available if the SpeedSearch approval process is enabled for your office.
7. Select the Notify user of new Defect check box to send an e-mail message when a new
defect is assigned, or an existing defect is reassigned to this user.
8. Click OK.
After creating a user template(s), you can apply the template when adding new users. Then,
you must configure additional options specific to each user. These options apply to individual
users, not templates.

Adding New Users

Use the following sections to add users by importing existing Windows’ users to Sage
SalesLogix.

For information on other methods of adding users, see the “A New Employee Needs Access to
Sage SalesLogix” topic in the Administrator Help.

To add users based on existing Windows’ users

1. On the Administrator Navigation Bar, click Users.
2. On the Insert menu, point to Import Users, and then click From Windows.
You can also access the Import Windows Users dialog box from the Setup Assistant. Select
Step 3 - Import Users from Windows, and then click Run Selected Step.

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3. In the Windows Domain box, select the domain from which you want to map your
Windows' users.
Existing Windows users appear in the Windows Username and Windows Full Name
columns.
4. To quickly locate a specific Windows' user, type a Windows Username in the Search for
box.
You can use a variety of search methods in this box. For example, if you type the letter J,
all Windows user names that contain a J will appear.
5. Press CTRL and select all users that you want to create for a specific user type. For
example, select all users that you want to create as Network users.
6. In the User Type box, select the type of user that you want to create.
7. In the Template box, select the user template that you want to apply to the user(s).
You can select a custom template or a pre-configured system template. If you do not select
a template, users are created with a blank user profile with only system defaults enabled.
8. Click Create User(s).
A check mark appears next to each user that will be created.
9. Repeat steps 4-8 for all other user types that you want to create.
10. If you want to import information from Windows’ Active Directory to each user’s profile,
ensure Update SalesLogix user information with Windows information is selected.
Otherwise, clear this check box.

For more information on importing from Active Directory, see the “Importing Additional User
Information from Windows” topic in the Administrator Help.

11. If you want to enable Windows Authentication (single log-on) for the selected users,
ensure Use Windows Authentication is selected. If you simply want to import the
users, clear this option (in this case users will be required to log on to the Sage
SalesLogix Client unless you enable Windows Authentication in each user's profile).

12. Click OK to create the new users.

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Configuring Users
If you create a user from a template, from an existing Windows’ user, or import the user
information from another application, you must complete additional configuration steps
before the user can log on.
1. On the Administrator Navigation Bar, click Users.
2. In the Users view, double-click a user to open the profile.
3. If necessary, select the Use Windows Authentication check box. In the Windows ID
box, select the name the user enters to log on to Windows.
With Windows Authentication, users are automatically logged on without entering their
Sage SalesLogix user names or passwords.
4. In the Username box, type the name the user will use when logging on to Sage
SalesLogix.
The user name is required and cannot contain spaces or an apostrophe. For Remote users,
the user name must also follow the Rules for Regular Identifiers specific to the version of
Microsoft SQL Server that you are using to create Remote databases. The Remote user
name must follow these rules as it is sent to the Microsoft SQL Server or Microsoft SQL
Express to be used as part of a Remote database name.
5. In the Name box, enter the user’s name.
If you selected the Update SalesLogix user information with Windows information check
box on the Import Windows Users dialog box, the Username and Name boxes are pre-filled
with Windows information. This information does not need to be changed.
6. In the E-Mail box, enter the user’s e-mail address.
7. Select the User is a Manager check box if the user is a manager whose name should
appear in the Manager list.
8. Click the Employee tab.
9. If necessary, in the Accounting ID field, type the user's accounting identification code.
(This is the ID used by the accounting software.)
10. Click the Teams tab.
The Teams tab allows you to create user teams and add or remove the user from system
teams. User teams allow users to access accounts owned by another user. For example, if
you want Lee to have access to all Dan’s accounts, you can add Lee to Dan’s user team.
System teams group users together so that all team members have access to the same
accounts.
11. In the User Team section, click Add to add other users to this user’s team.
Users you add to this user’s profile can access all accounts owned by the main user (the
user whose profile you are editing).
12. In the Field Security of selected user box, select a security profile for the user
selected in the User Team section. This profile only applies when accessing accounts
owned by the main user (the user whose profile you are editing).
Creating system teams is detailed in “Creating Teams” on page 99.
Note Field security never applies to accounts owned by an individual when that individual is the
user accessing the accounts.
13. Click the Calendar tab.
The Calendar tab sets permission rights for users to view and modify other user’s
calendars.
14. In the Other Calendars section, click Add Users to set access for this user to add, edit,
delete, or sync activities for another user.
15. In the This User’s Calendar section, click Add Users to set access for other users to
add, edit, delete, or sync activities to this user’s calendar.
16. Click OK.

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Setting Access to Customer Service Management

If necessary, you can give users access to management functions in the Sage SalesLogix
Client. If you are using customer service, you may want to allow users to manage options for
ticket entry, time tracking, setting auto-assignment, managing area, category, and issue lists,
user defaults, and ticket rates.
The following steps detail the options that can be set for customer service management. For
details on other functions, see the “User Profile Function Security Tab” topic in the
Administrator Help.

To set function security options

1. On the Administrator Navigation Bar, click Users.
2. In the Users view, double-click the user that you want to give access to customer service
management options.
3. Click the Function Security tab, expand the Tools menu, and then expand the Manage
menu.
4. Double-click the appropriate options to give access to this user:
• Customer Service Defaults - Allows the user to access the Manage Customer
Service Defaults dialog box which contains options for ticket entry and time tracking.
• AreaCategoryIssue - Allows the user to manage the Area, Category, and Issue lists.
Area, Category, and Issue lists are used to classify tickets and defects.
• Customer Service Options - Allows the user to access the Manage Customer
Service Options dialog box, which contains options for setting auto-assignment, User
Defaults, and Ticket Rate options.
5. Click OK.
If your installation includes Remote users, additional options are configured in Chapter 18,
“Configuring the Sage SalesLogix Remote Client.” Remote user options cannot be configured
until you complete various synchronization configuration steps.

Understanding Optional User Configuration Tasks

After adding and configuring users, you can create teams containing the users who require
access to the same set of accounts. Teams customarily reflect the structure of your company,
such as corporate regions, sales territories, or departments. They can also be created for
different types of accounts.

Creating Teams
The Sage SalesLogix Planning Guide describes how teams and team security function. Use
that information to help you decide how many teams you want and who is on each team.
Teams define who owns an account and which users can access that account. Users can
belong to more than one team and their security profiles can be different for each team.

To create a team
1. On the Administrator Navigation Bar, click Teams.
2. In the Teams view, click New Team.
3. In the Create New Team dialog box:
a. In the Team Name box, type the team name.
b. In the Team Owner box, select the user that you want to be the team owner. Teams
may have multiple team owners.
c. In the Select team members box, click a user(s) to add them to the team.

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d. Click OK.

For more information on teams, including how to set different security profiles within teams and
making global changes to teams, see the “Working with Teams” topic in the Administrator Help.

After completing this chapter...

You have completed tasks 16-20 in the “Required Tasks” checklist. See Chapter 15, “Installing
Network Clients” to continue your implementation.

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Installing Network Clients

Before completing this chapter...

Create and configure users as described in Chapter 14, “Configuring Sage SalesLogix Users.”

You can install the Sage SalesLogix Client using one of two methods.
Automated installation Automated installations create an executable file that allows the
Sage SalesLogix Client to be installed with no user intervention.
Automated installations reduce administration time when you upgrade to a new version, and
then add new users to Sage SalesLogix. During the upgrade process, you can update the
Client installation images directly from the upgrade wizard. Then when you add new users
and install Sage SalesLogix, the installation includes all service packs and upgrades that are
installed on your system.
Important When installing the Sage SalesLogix Client using an automated installation, third-party
applications are not installed. This includes Intellisync for Sage SalesLogix (Network
and Remote Client) and Microsoft SQL Express (Remote Client). Third-party
applications must be installed separately, and can be found in the Redist folder on
the Sage SalesLogix DVD.
Standard Sage SalesLogix Client installation The Sage SalesLogix Client can be installed
on each user’s computer using the Client installation. The standard installation includes
Typical and Custom options which allow you to install all components or choose the
components necessary for your implementation.

Creating Automated Client Installations

You can create automated installations of the Sage SalesLogix Network and Sage SalesLogix
Remote Clients.
Note If you want to customize the standard configuration file or create your own configuration
file, see Appendix B, “Automating Client Installations” for instructions.
Before creating automated installations, ensure you have access to a shared network folder in
which you want to create the installs.

To create an automated Client installation

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.
2. On the Sage SalesLogix Installation screen, click Install SalesLogix Client.
3. On the Install SalesLogix Client Installation screen, click Build Network Client
Install or Build Remote Client Install.
4. On the Welcome screen, click Next.
5. On the Administrative Install Options screen, enter the information as appropriate for
your installation type, and then click Next.
• Click Modify default feature set to change any of the features included in the
install.
• Select or clear the Pre-configure SalesLogix Server connection check box.
Selecting this option allows you to configure the port for all installations, as well as the
server and database alias for Network Client installations.

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• In the SalesLogix Server box, select or type the name of the computer on which
you installed the Sage SalesLogix Server.
This setting is not available if you are creating a Sage SalesLogix Remote Client
installation.
• In the SalesLogix Database Alias box, select or type the name of the database
connection.
This setting is not available if you are creating a Sage SalesLogix Remote Client
installation.
• If necessary, in the Port box, change the port number used for communication
between the client and the Sage SalesLogix Server.
In most implementations, the default port number does not need to be changed.
However, if you have another application or service using port 1706, you should
change the port number to an unused port.
6. In the Network Location box, type or browse to the location where the automated
installation should be created.
This location must be a shared network path.
7. On the remaining screens, click Install and Finish to complete the installation.
The automated installation is created in the specified shared network location and a
shortcut to the installation is created on the desktop.
8. Distribute the shortcut or installation to users.

Installing the Sage SalesLogix Network Client

Note If your company uses Outlook Integration, ensure you have completed the required steps
under “Outlook Integration Requirements” on page 65 before you install the Sage
SalesLogix Network Client.
Network Clients are the computers running Sage SalesLogix that access the main database
through a direct connection or wide-area network. Depending on your installation type, see
the following instructions:
• If you created an automated installation, see “Performing an Automated Installation”.
• If you plan to use the standard installation, see “Performing a Manual Installation”.

Performing an Automated Installation

Installing the Sage SalesLogix Client using an automated installation configures the Client
computer with the settings selected when the installation was built.
To run an automated installation, instruct the user to double-click the client installation
shortcut or custom SalesLogix Client.msi file. Shortcuts are typically distributed via e-mail
and open the installation from a shared network drive.
After installation, you must start the Sage SalesLogix Client. See “Starting the Sage SalesLogix
Client” on page 103 for details.

Performing a Manual Installation

Run a manual installation if you do not want to install some components or if you want to
change the installation location.

To run a manual installation

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.

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2. On the Sage SalesLogix Installation screen, click Install SalesLogix Client.

3. On the Install SalesLogix Client screen, click Install SalesLogix Network Client.
4. On the Welcome and License Agreement screens, read the information and accept the
agreement, and then click Next.
5. On the Setup Type screen:
• Click Complete to install the most common components. Click Next.
• Click Custom to install only certain components or to change the installation
location. Use the Custom Setup screen to enable or disable items for installation.
Click Next.
6. On the remaining screens, click Install and Finish to complete the installation.
If your company is not using Intellisync for Sage SalesLogix to share information between
Sage SalesLogix and Outlook, clear the Install Intellisync for Sage SalesLogix check box.
After installation, you must start the Sage SalesLogix Client. See the following section for
details.

Starting the Sage SalesLogix Client

Before starting the Sage SalesLogix Client on Oracle, you may need to create a Client
database connection on each Client computer. See “Creating Client Database Connections for
Oracle” on page 76 for instructions.
After installation, the user who installed Sage SalesLogix must log on to the Client
computer(s) for the first time and launch each of the following applications. This process
creates the necessary registry entries for each application.
• Sage SalesLogix Client
• MailClient.exe (installed with the Sage SalesLogix Client)
If the standard user does not have rights to install Sage SalesLogix, an admin user must start
the Client application. If the standard user has installation rights, he or she can simply log on
and begin using the Sage SalesLogix Client. The Sage SalesLogix Client must write to
restricted areas of the registry. Therefore, once an admin user has logged on and run the
Client, a standard user can read from the registry’s restricted area.
Note The Sage SalesLogix installation creates connection information in the Current User area
of the registry. Therefore, if the user logging on to the Client is not the user who installed
the Client, a new database connection must be created.

The next step...

• If you are using Outlook Integration, configure your Sage SalesLogix Client computers as detailed
in the following section.
• If you are not using Outlook Integration and you are using Customer Service and/or Support, create
Area, Category, and Issue lists as detailed in “Creating Area, Category, and Issue Lists” on page
106.
• If you are not using Outlook Integration, Customer Service, or Support, configure Marketing as
detailed in Chapter 16, “Configuring Marketing.”

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Understanding Outlook Integration and Intellisync for Sage

SalesLogix
Sage SalesLogix is integrated with Microsoft Outlook to allow users to share information between
the two applications.

Feature Allows users to:

Standard Outlook Integration • Add Sage SalesLogix Contacts to Outlook
• Use the Send SLX button in Outlook to record information to
Sage SalesLogix
• Save Outlook attachments to Sage SalesLogix
• Record to Sage SalesLogix History from Outlook in one click
• Drag and drop from the Outlook Inbox to Sage SalesLogix
History
• Use the Sage SalesLogix Address Book in Outlook
• Attach documents from the Sage SalesLogix Library to an
Outlook e-mail
• Attach a Sage SalesLogix Contact vCard in Outlook
Advanced Outlook Integration • Use Outlook Attendee availability in Sage SalesLogix
• Schedule meeting requests in Sage SalesLogix and Outlook
(even for non-Sage SalesLogix users)
• Use the Outlook Calendar in Sage SalesLogix
• Flag Outlook e-mail received from Sage SalesLogix Contacts
Intellisync for Sage SalesLogix • Fully synchronize with Outlook
• Synchronize to a PDA
• Add Outlook Contacts to Sage SalesLogix

Configuring Outlook Integration and Intellisync for Sage SalesLogix

If your company is using Outlook Integration features, and/or Intellisync for Sage SalesLogix,
you must configure synchronization preferences.

If your company uses Lotus Notes or GroupWise, see the “Setting Sync Preferences for Outlook
and Intellisync” topic in the Sage SalesLogix Client Help for step-by-step configuration
instructions.

By default, the Intellisync for Sage SalesLogix configuration files are created in the
...\Program Files\SalesLogix\SlxIntellisync folder. If necessary, you can change this location
after installation. This may be necessary if you are running Sage SalesLogix in a Citrix
environment. See the “Changing the Intellisync Default Installation Path” topic in the
Administrator Help for detailed instructions.

To configure Outlook Integration and Intellisync for Sage SalesLogix

1. In Sage SalesLogix Client, on the Outlook menu, click Outlook Sync Preferences.
The Options dialog box appears with the Outlook Synchronization tab selected.
2. In the Sync Configuration area, the Contact Sync Group shows as <none>. Click New
to select a group. Then, complete the following:
a. Ensure the name of the ad hoc group is SyncSalesLogix.
b. Click OK.
Note If you are using Outlook Integration features without Intellisync for Sage SalesLogix, you
do not need to complete the remaining steps. Continue with step 3 to configure Intellisync

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or proceed to “Adding Address Lists to the Outlook Addressing Tab” on page 106 if you want
users to have the ability to perform Sage SalesLogix Contact name resolution in Outlook.
3. In the Sync Configuration area, click Configure. The Intellisync for SalesLogix
Configuration dialog box appears.
You do not need to click the Login button for configuring the sync options unless you plan
to use several databases. The first time the sync options run, you will be prompted for the
database login.
4. To configure contact synchronization, select Contacts.
5. In the Choose Translator dialog box, do the following:
a. Select MS Outlook.
b. Ensure Synchronize is selected in the Operation area.
c. Click OK.
6. Click Configure and then click Advanced Settings.
7. In the Advanced Settings for Contacts dialog box, click the Filters tab, and then click
New.
8. In the Filter Name dialog box, type SyncSalesLogix, being sure to capitalize it exactly
as shown, and then click OK.
9. On the Conditions tab, complete the following:
a. Click Field, and then select Categories from the list.
b. In the Operator box, select contains.
c. In the Value box, type SyncSalesLogix, being sure to capitalize it exactly as shown.
d. Click Add to List, and then click OK.
The Advanced Settings for Contacts dialog box reappears, displaying the Filters tab. Notice
that SyncSalesLogix is added to the list of available filters.
10. Ensure SyncSalesLogix is selected, and then click OK.
The Intellisync for SalesLogix Configuration dialog box appears. Notice that "Contacts
Filtering with SyncSalesLogix" appears on the right side.
11. If you want to set up synchronization for other items, such as appointments (meetings
and phone calls), events, timeless appointments, or to-dos, select the item, and then
click Choose. Repeat Step 5 to select the translator, and then repeat steps 6 through 10.
If you do not set up synchronization for timeless appointments, any existing timeless
appointments are included on both the Sage SalesLogix and Outlook calendars. However,
updates and new timeless appointments are not synchronized.
12. Click OK to close Intellisync for SalesLogix Configuration.
13. In the Confirmation Options area of the Outlook Synchronization tab, Ignore all
confirmation items is selected by default. If you want to receive a confirmation message
when items are synchronized (not recommended), clear this check box.
14. In the Sync Run Options area of the Outlook Synchronization tab, under Calendar
Activities and Contacts, select the options that apply to your sync preferences.
For example, if Automatically (after any activity changes) is selected, automatic
synchronization with Outlook is triggered when you delete an activity in Sage SalesLogix.
15. When all settings are complete, click OK.

Adding Outlook Contacts to Sage SalesLogix

To add Outlook contacts to Sage SalesLogix, create the SyncSalesLogix category in Outlook,
and then assign it to the appropriate contacts. When a user synchronizes using Intellisync for
Sage SalesLogix, any changes made to Outlook contacts are sent to Sage SalesLogix.

To create the SyncSalesLogix category in Outlook and assign to a contact

1. Open Outlook, and then open the Contacts view.

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2. On the Edit menu, click Categories, and then click Master Category List.
3. In the New category box, type SyncSalesLogix. Capitalize it exactly as shown.
4. Click Add, and then click OK.
5. In the Categories dialog box, click OK.
6. From the Contacts view, double-click a contact that you want to synchronize, and then
click Categories.
7. In the Categories dialog box, select SyncSalesLogix, and then click OK.
8. You can continue assigning the SyncSalesLogix category to Outlook contacts by
repeating steps 6 and 7.
Note The SyncSalesLogix filter is used when synchronizing contacts. It is not necessary to use
this filter when you are exporting contact information to Outlook.

See the “Setting Sync Preferences for Outlook and Intellisync” topic in the Sage SalesLogix
Client Help for information on adding Sage SalesLogix Contacts to Outlook.

Adding Address Lists to the Outlook Addressing Tab

Adding Sage SalesLogix Address Lists to the Outlook Addressing tab allows users to perform
contact name resolution. Contact name resolution occurs when a user types a contact name
in the To, Cc, or Bcc fields in an e-mail message. Outlook then reconciles the contact name
with the information in the Sage SalesLogix Address List. In addition to contact names, you
can add Account and/or Opportunity Address Lists to reconcile Sage SalesLogix account,
opportunity, ad-hoc groups, and user names.

To add Address Lists to the Outlook Addressing Tab

1. In Microsoft Outlook, on the Tools menu, click Address Book.
The Address Book dialog box appears.
2. On the Tools menu, click Options.
3. In the Addressing dialog box, click Add.
4. In the Add Address List dialog box, scroll to the SalesLogix Address Book listing, and
select an address list (for example, Contacts).
5. Click Add.
6. Continue adding the appropriate Sage SalesLogix address lists, and when finished, click
Close.
7. In the Addressing dialog box, click OK.
8. Close the Address Book dialog box.

The next step...

• If you are using Customer Service and/or Support, create Area, Category, and Issue lists as detailed
in the following section.
• If you are not using Customer Service or Support, configure Marketing as detailed in Chapter 16,
“Configuring Marketing.”

Creating Area, Category, and Issue Lists

Before users begin working with tickets and defects, you must create custom lists for the
Area, Category, and Issue fields. The Area, Category, and Issue lists contain information
specific to your company that is used to describe the problem or issue documented by a
ticket or defect.

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The Area, Category, and Issue lists are linked in a hierarchy. The Area you select determines
the options available for the Category, and the Category you select determines the options
available for the Issue.
The Area, Category, and Issue lists are used to reduce administration time when users are
creating tickets and defects. If you are not using the customer service or support features,
you do not need to create the area, category, and issue lists.

To create the Area, Category, Issues lists

1. On the Sage SalesLogix Client Tools menu, point to Manage, click Customer Service
Options, and then click the Area/Category/Issue tab.
2. Click Add.
3. In the Area box, type a short description (limited to 64 characters) for an area value that
is applicable to your company's business. For example, you could type "Software".
The Area provides a high-level description of the customer’s problem (on a ticket) or the
type of defect.
4. In the Category box, do one of the following:
• Select a category that is appropriate for the area.
• Type a short description (limited to 64 characters) for a category that is appropriate
for the area. For example, in Step 3 you created the Area of Software, so the
Category might be the name of the software manufacturer.
The Category value provides more detailed information about the cause of the customer's
problem and is grouped with a specific Area value.
5. In the Issue box, do one of the following:
• Select an issue value that is appropriate for the category.
• Type a short description (limited to 64 characters) for an issue.
The Issue value provides even more detailed information about the customer's problem
and is grouped with a specific Category value.
6. Select the Ticket check box if you want the items to be available in the Sage SalesLogix
Client and Web Client Ticket views.
7. Select the Defect check box if you want the items to be available in the Defect view.
8. Select the Customer Portal check box if you want the items to be available in the
Customer Portal Ticket view.
9. Click OK.
10. If necessary, select the Issue text must match a list item check box on the
Area/Category/Issue dialog box.
When this option is selected, the user must type or select an Issue that already exists.
When cleared, a user can type a new value in the Issue box in the Sage SalesLogix Client
and Web Customer Portal.
11. Repeat steps 2-10 as necessary to create all area, category, and issue values for your
company.
12. Click OK.

After completing this chapter...

You have completed tasks 21-26 in the “Required Tasks” checklist. See Chapter 16, “Configuring
Marketing” to continue your installation.

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Configuring Marketing

Before completing this chapter...

Install Sage SalesLogix Network Clients as described in Chapter 15, “Installing Network Clients.”

Marketing is fully integrated in the Sage SalesLogix Client and requires no additional
configuration. If you want to use the additional functionality provided by Marketing Services,
you must configure the Marketing Services Configuration Manager, create a Marketing
Services account, and then create a Marketing Services user.
If your implementation does not include Marketing Services, proceed to Chapter 17,
“Configuring the Synchronization Server”.
Note Marketing Services is a regional option and may not be available in all locations.

Configuring the Marketing Services Configuration Manager

Marketing Services is a Web-based ASP application that enables users to create and manage
fully branded HTML eMarketing campaigns while providing the ability to track results in real-
time. Using the marketing services you can upload lead and account information, manage
aspects of the campaign on their Web site, and download tracking information to use in Sage
SalesLogix Marketing reports. Some views in the Sage SalesLogix Client receive information
from the marketing services. If you choose not to create a marketing services account,
portions of these views are blank.

To configure the Marketing Services Configuration Manager

1. Click Start, point to Programs, point to Sage SalesLogix, and then click EmPulse
Configuration Manager.
2. On the Database tab, set the information for your Sage SalesLogix database(s).
a. In the Select the SalesLogix Server box, select the computer on which the Sage
SalesLogix Server is installed.
b. Click Refresh.
c. In the database list, select the databases that the service will connect to for data
transfer.
d. Click the Server tab.
3. On the Server tab, configure the TCP/IP settings used to communicate with EmPulse’s
server and to configure a SOCKS proxy (if necessary).
a. In the Service host box, type the name of the EmPulse host computer.
The default host is sync.emailpulse.net.
b. In the Service port box, type the port number used by the EmPulse host.
• Use 6501 for a Secure Sockets Layer (SSL) connection.
• Use 6500 if you are not using a Secure Socket Layer (SSL) connection.
c. Select the This server requires a secure connection (SSL) check box if your
connection to EmPulse uses a SSL connection.
If you are using 6501 as the EmPulse port, a SSL connection is required and you must
select this option.

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d. If your Sage SalesLogix Server is not directly connected to the Internet, select the
Use a SOCKS proxy check box, and complete the following information.
• In the Host box, type the computer name, IP address, or URL of the computer
that hosts the SOCKS server.
• In the Port box, type the SOCKS server port number.
• In the Authentication box, select saUsernamePassword if an account and
password are required to log on to the SOCKS server. Select
saNOAuthentication if an account and password are not required.
• In the Version box, select your SOCKS version number.
• In the Account name box, type the SOCKS account name (if you selected
saUsernamePassword in the Authentication box).
• In the Password box, type the SOCKS password (if you selected
saUsernamePassword in the Authentication box).
e. Click the Notifications tab.
4. On the Notifications tab, configure your settings for the SMTP server that is used to
send e-mail notifications regarding the processing of batch jobs that are scheduled using
the Sage SalesLogix Client. You can also configure the recipients of e-mail notifications.
a. Select the Send e-mail notifications check box if you want EmPulse to send
notifications regarding successes, failures, and so on. If you do not want to send e-
mail notifications, proceed to step 5.
b. Select the Login required check box if you want to be prompted to log on to the
SMTP server before notifications are sent.
If a login is required, set the Account name and Password used to log on to the SMTP
Server in the appropriate boxes.
c. In the SMTP host box, type the SMTP address of the SMTP Host Server.
d. In the SMTP port box, select the port number on which the SMTP Server
communicates with Sage SalesLogix.
e. Select the Include details of failed Service imports and exports check box if you
want detailed error reports when transactions between EmPulse and Sage SalesLogix
fail.
f. Under E-mail Recipients, select the Campaign manager box if you want to send
e-mail notifications to the manager of the campaign as assigned in Sage SalesLogix.
g. Select Request owner to send e-mail notifications to the user that scheduled the
request in Sage SalesLogix.
h. Select Service account owner to send e-mail notifications to the individual that
owns the account with EmPulse. For example, this may be a Business Partner or
some company executive not associated with the campaign in Sage SalesLogix.
i. Select the Other address check box to manually add e-mail addresses to which you
want to send e-mail notifications. Use the Other addresses grid to add additional e-
mail addresses.
j. Click the Scheduling tab.
5. On the Scheduling tab, set schedules for downloading and processing information from
EmPulse.
a. In the Download Responses On section, select which days of the week you want to
receive responses from EmPulse.
b. If necessary, select Limit polling and set a time that you want to connect to
EmPulse during the selected day(s).
When this option is selected, Sage SalesLogix only attempts to connect with EmPulse
during that time of the day.
c. Click the Options tab.

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6. On the Options tab, select when you want to receive error messages and other
processing options.
• In the Windows Event Logging section, select the events for which you want to
receive error messages.
• Errors creates a log if a significant problem occurs, such as loss of data or loss of
functionality.
• Warnings creates a log if an event occurs that is not necessarily significant, but
may indicate a possible future problem.
• Information creates a log that describes the actions taken by the service. This
can be used for troubleshooting problems.
• If necessary, select the Only process responses for active SalesLogix
campaigns check box.
When this option is selected, response information is only received from EmPulse for
campaigns in Sage SalesLogix that are currently active.
• Select the Map User fields to EmPulse Custom fields check box to automatically
map Userfield1 - Userfield10 in the Sage SalesLogix CONTACT and LEAD tables to the
Custom 11 - Custom 20 fields in the EmPulse database.
7. Click OK to close the Configuration Manager.

Creating a Marketing Services Account

You must create a Marketing Services account on the EmPulse Web site.

To create a Marketing Service account

1. On the Sage SalesLogix Client Tools menu, point to Manage, and then click Marketing
Services.
The Manage Marketing Services dialog box appears.
2. Click Get started now! to connect to the service provider Web site.
3. Complete the account requirements defined by the provider Web site. This includes
identifying a Partner Code, User Logon (Service Login), password, and the account
owner’s e-mail address. An access code (Promotion Code) will be supplied by the service
provider.
After completing the provider requirements, the Manage Marketing Services screen is
populated with the Service Login ID, Service Code, and the account owner’s e-mail
address.

Creating a Marketing Services User

You must add a Marketing Services user that will access the marketing service account.

To create a Marketing Services user

1. On the Sage SalesLogix Client Tools menu, point to Manage, and then click Marketing
Services.
The Manage Marketing Services dialog box appears.
2. Click the Add button.
The Add Marketing Services User dialog box appears.

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3. In the SalesLogix User box, select the user that will access the marketing services
account.
If you want to automatically import campaign responses associated with this user, select
the Automatically import responses for this user check box. If this option is not selected,
the user must perform dynamic imports to analyze responses.
4. Under Service Login, the Primary option is selected.
When adding the first Marketing Services user, the Service Login section is disabled. There
must always be a primary account and the first user defaults to that primary account. If
additional Marketing Services users are added, you can select the Use Primary option to
use the Primary credentials when communicating with EmPulse. The Secondary option
allows the user to access an account other than the primary. For example, you may want
to use one account for your Sales department and another for your Marketing department.
5. In the Owner E-mail box, type the e-mail address of the EmPulse account owner. This
option is necessary only if the Service account owner check box is selected in the E-
mail Recipients section of the Notification tab on the Marketing Services Configuration
Manager.
The e-mail address must be an SMTP address. Use the format [email protected] or
“Some Name <[email protected]>".
6. Click OK.

After completing this chapter...

You have completed task 27 in the “Required Tasks” checklist. See Chapter 17, “Configuring the
Synchronization Server” to continue your implementation. If your implementation does not include
Remotes, begin using Sage SalesLogix.

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Configuring the Synchronization Server

Before completing this chapter...

Add licenses and configure the system as described in Chapter 13, “Configuring the Sage SalesLogix
System.”

Synchronization Server refers to both the software that runs synchronization and the
hardware on which the server is installed. A Sync Server is only necessary if you have Sage
SalesLogix Remote Clients or Remote Offices, or you plan to run agents.
Use the Sage SalesLogix Planning Guide to understand the synchronization process in detail
and to make decisions regarding your synchronization requirements.

Creating Synchronization Transfer Profiles

Sage SalesLogix supports three methods of synchronization. Each synchronization method is
defined by one or more Sync Transfer Profiles. To create a Sync Transfer Profile, refer to one
of the following:
• “Creating a Network Synchronization Profile” in the following section.
• “Creating an FTP Synchronization Profile” on page 113.
• “Creating an HTTP Synchronization Profile” on page 116.

Creating a Network Synchronization Profile

One way to synchronize with the main office is through a VPN (Virtual Private Network)
connection. Using VPN, Remote users or offices connect to the Sage SalesLogix network via
the internet to send and receive transactions from the main office database.
This is the default method of synchronization. Unless you want to change the Sync Transfer
Profile settings, Remotes can synchronize via network synchronization without additional
configuration.

The next step...

Create a synchronization service profile as detailed in “Creating a Synchronization Service Profile” on
page 119.

Creating an FTP Synchronization Profile

FTP support is built into both the Sync Server and Sync Client. When the Sync Server cycles,
it connects to the FTP site and searches the FTP Infiles directory for any transaction exchange
files that were sent by Remote users. Likewise, when the Sync Client cycles, it connects to
the FTP site and searches the FTP Outfiles directory for transaction exchange files placed
there by the main office. Essentially, all transaction exchange files, library files, and
documents are delivered to and received from the FTP site.

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Logging on to an FTP site can be accomplished in one of two ways:

• Global login - Using a global login, the Sync Server and all Remote users share the
same login and password.
• Personal logins - Using personal logins, the Sync Server and each Remote user is
assigned a different login to the FTP site.

Setting Up a Sage SalesLogix FTP Site

An FTP site is a collection of files on an FTP server. The FTP server allows users to upload or
download files through the Internet or other TCP/IP network using a File Transfer Protocol
(FTP).
When setting up an FTP site, you must:
• Create three folders on the FTP server. For example, /Infiles, /Outfiles, and /FailedTrans.
These folders must be shared, and all Remote users and the Sync Server must have read,
write, and delete access.
• Create three virtual directories that point to the Infiles, /Outfiles, and /FailedTrans
folders. All Remote users, as well as the Sync Server, must have read, write, and delete
access to these directories.
• Ensure your FTP Server is set to use Passive mode. The SSftp.dll only supports Passive
mode. If your implementation includes Internet Information Services (IIS), Passive mode
is set automatically.

For FTP performance tips, see the “Improving FTP Synchronization Performance” topic in the
Administrator Help.

If your implementation includes multiple Sync Servers, note the following:

• You can only have one /Infiles, /Outfiles, and /FailedTrans folder per Sync Server.
• You can have multiple FTP virtual folders per Sync Server. However, Sage SalesLogix
recommends approximately 50 Remote users per FTP virtual folder.
• Sage SalesLogix recommends that your FTP Server is on the corresponding Sync Server
(if possible).

Creating an FTP Sync Profile

The Sync Transfer Profile identifies the DLL file used for FTP synchronization.

To create an FTP sync transfer profile

1. On the Administrator Manage menu, click Sync Transfer Profiles.
2. In the Sync Transfer Profiles dialog box, click Add.
3. In the DLL box, select FTP Sync Transport v1.2 (SSftp.dll).
Note If FTP Sync Transport is not available in the DLL list, verify the SSftp.dll file is located in
the SalesLogix folder.
4. In the Description box, type a description of the synchronization method.
5. Click Setup.
6. In the FTP Site box, type the address of the primary FTP site to which the Sync Client
connects (for example, ftp.yourcompany.com).
You can use a named FTP site (for example, yourcompany.com), or an IP address (for
example, ftp.123.45.67.8).
7. In the Port box, type the primary site’s port number on the FTP server.
Port numbers allow IP packets to be sent to the FTP site.

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8. In the Alternate Site box, type an alternate address that connects to your FTP site.
If the Sync Client cannot connect using the primary address, it attempts to use the
alternate address. For example, you can use the named FTP site as the primary site and
the IP address as the alternate site.
9. In the Port box, type the alternate site’s port number on the FTP server.
10. In the File Names box, select Uppercase, Lowercase, or Unspecified.
Response time improves considerably if this setting matches the way file names are stored
on your FTP server. The default is Unspecified.
11. In the Infiles, Outfiles, and FailedTrans boxes, type the Infiles, Outfiles, and
FailedTrans folder names on your FTP server (for example, /Infiles, /Outfiles, and
/FailedTrans).
Creating the Infiles folder is outlined in “Setting Up a Sage SalesLogix FTP Site” on page 114.
12. Under Login:
• Click Login and password below to assign the same login and password to the
Sync Server and all Remote users. Then in the Login box, type the general login that
is shared by all Remote users and Sync Server(s) when logging on to the FTP site. In
the Password box, type the corresponding password. Then, click OK.
If you choose to use a global login, you can use the default anonymous user that
comes with FTP. This user is already configured with the necessary permissions. This
user has a Login of anonymous, and the corresponding Password is your domain name.
• Click Personal login and password to assign a different login and password to each
Sync Server and Remote user. Then, click OK.
Use the FTP Sync Transport Local Options dialog box to set the login for the sync
server. Personal logins for Remote users are set in the individual’s user profile. The
instructions for configuring the user login are in Chapter 18, “Configuring the Sage
SalesLogix Remote Client.”

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13. If you selected the Personal login and password option, in the Edit Sync Transfer
Profile dialog box, click Server Settings. In the Login and Password boxes, type the
Sync Server’s login and corresponding password to the FTP site.
14. Click OK.

The next step...

Create a synchronization service profile as detailed in “Creating a Synchronization Service Profile” on
page 119.

Creating an HTTP Synchronization Profile

HTTP Synchronization provides a secure method of transferring data using a Web site on an
HTTP Server. When the Sync Server cycles, it connects to the HTTP Server and searches the
Infiles folder for any transaction exchange files (TEFs) that were uploaded by Remote users.
Likewise, when the Sync Client cycles, it connects to the HTTP Server and searches the
Outfiles folder for any transaction exchange files placed there by the main office. All
transaction exchange files, library files, and documents are uploaded to and downloaded from
the HTTP Server.

Setting Up a Sage SalesLogix HTTP Site

An HTTP site is a collection of files on an HTTP Server that allow users to upload or download
files via the Internet. HTTP synchronization requires Internet Information Services (IIS) with
World Wide Web Service installed.
When synchronizing using HTTP, you must set up IIS and configure the necessary folders for
file transfer.
Note Before creating the HTTP Site, ensure you have IIS with HTTP Support installed and
running.

To create an HTTP site

1. On the HTTP Server, create a folder where you want the Sage SalesLogix Web site you
create to point. For example, SLXHTTPSync.
2. In the folder you created in the Step 1, create the following three sub folders:
• Infiles
• Outfiles
• FailedTrans
3. Click Start, click Control Panel, double-click Administrative Tools, and then double-
click Internet Information Services (IIS) Manager.
4. In the Internet Information Services tree view, expand your HTTP Server, and then
expand Web Sites.
5. Right-click the Web Sites folder, point to New, and then click Web Site.
6. On the Web Site Creation Wizard Welcome screen, click Next.
7. On the Web Site Description screen, type a name for the Web site. For example,
SalesLogix HTTPSync.
8. Click Next.
9. On the IP Address and Port Settings screen, complete the following (the screen may
vary depending on your implementation):
a. In the Enter the IP address to use for this Web site box, leave the default setting
of All Unassigned.
b. In the TCP Port this Web site should use box, change the port number to port
1024 or higher. Record the port number you are using.

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c. In the Host header for this Web site box, leave the field blank.
d. Click Next.
10. On the Web Site Home Directory screen:
a. In the Path box, click Browse and navigate to the folder you created in Step 1. DO
NOT point to the network logging path.
b. Clear the Allow anonymous access to this Web site check box.
c. Click Next.
11. On the Web Site Access Permissions screen:
a. Enable only the following Permissions: Read, Write, and Browse.
b. Click Next.
12. Click Finish.
13. In the Internet Information Services tree view, right-click your new Web site, and
then click Properties.
14. In the Web Site Properties dialog box, click the Directory Security tab.
15. In the Authentication and access control section, click Edit.
16. In the Authenticated access section, select Digest authentication for Windows
domain servers.
17. In the IIS Manager information dialog box, click Yes to continue.
18. In the Authentication Methods dialog box, click the Realm Select button, browse to
and select the domain of your HTTP Server, and then click OK.
19. In the Authentication Methods dialog box, click OK.
20. In the Web Site Properties dialog box, click the HTTP Headers tab.
21. Click the MIME Types button.
22. In the MIME Types dialog box, click New.
23. In the MIME Type dialog box:
a. In the Extension box, type SLXT.
b. In the MIME type box, type Text/Plain.
c. Click OK.
24. In the MIME Types dialog box, click OK.
25. In the Web Site Properties dialog box, click OK.
26. Reset IIS.
You can reset IIS using the IISReset Run command.
After setting up IIS, you must create a Sync Transfer Profile in the Administrator.

Creating an HTTP Sync Transfer Profile

The Sync Transfer Profile identifies the DLL file used for HTTP synchronization.

To create an HTTP sync transfer profile

1. On the Administrator Manage menu, click Sync Transfer Profiles.
2. In the Sync Transfer Profiles dialog box, click Add.
3. In the DLL box, select HTTP Sync Transport v1.2 (SShttp.dll).
Note If HTTP Sync Transport is not available in the DLL list, verify the SShttp.dll file is located in
the SalesLogix folder.
4. In the Description box, type a description of the synchronization method.
5. Click Setup.

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6. In the Web Site box, type the name of the HTTP Server to which the Sync Client
connects for file transfer (for example, httpserver).
Use the format: Servername or Servername.DomainName. Do not include http:// before
the server name.
Note This is the name of the server the Sync Client connects to, not the URL.
7. In the Port box, type the port number of your HTTP Server.
This is the port number you defined in Step 9 of the previous section.
8. Select the Secure Comm (SSL) check box if you are using a secure connection to
transfer files between the HTTP Host and Sage SalesLogix.
9. In the Alternate Site box, type an alternate HTTP Server for file transfer.
If the Sync Client cannot connect using the primary Web Site, it attempts to use the
alternate site.
10. In the Port box, type the alternate site’s port number on the HTTP Server.
11. If necessary, select the Secure Comm (SSL) check box if you are using a secure
connection for your alternate site.
12. In the Infiles, Outfiles, and FailedTrans boxes, type the Infiles, Outfiles, and
FailedTrans folder names on your HTTP server (for example, /Infiles, /Outfiles, and
/FailedTrans).
Creating the Infiles, Outfiles, and FailedTrans folders is outlined in “Setting Up a Sage
SalesLogix HTTP Site” on page 116.
13. Under Login:
• Click Login and password below to assign the same login and password to the
Sync Server and all Remote users. Then in the Login box, type the general login that
is shared by all Remote users and Sync Server(s) when logging on to the HTTP
Server. In the Password box, type the corresponding password. Then, click OK.
• Click Personal login and password to assign a different login and password to
each Sync Server and Remote user. Then, click OK.

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Use the HTTP Sync Transport Local Options dialog box to set the login for the Sync
Server. Personal logins for Remote users are set in the individual’s user profile. The
instructions for configuring the user login are in Chapter 18, “Configuring the Sage
SalesLogix Remote Client.”

14. If you selected the Personal login and password option, in the Edit Sync Transfer
Profile dialog box, click Server Settings. In the Login and Password boxes, type the
Sync Server’s login and corresponding password to the HTTP Server.
15. Click OK.

Creating a Synchronization Service Profile

Since synchronization can require a lot of system resources, it is recommended that you run
synchronization during off-peak times, such as before or after normal business hours. To
implement a synchronization schedule, you can use the Synchronization Service. Running the
Sync Server from a Windows service allows synchronization to process without an
administrator logged on to the server. In addition, the Monitor Console allows you to remotely
view the status of the Sync Server and its scheduled jobs.
Using Administrator, configure a profile for each of the synchronization services that you want
to run. Only one service profile can be created per server. Each service profile can have any
number of jobs using many different databases.
• If you have multiple databases that you want to run from one service, you can configure
all profiles and jobs while logged on to one database in Administrator, or you can log on to
each database individually. However, if you log on to one database to create profiles and
jobs for multiple databases, cycle the Sync Server for that database last.
• If you have a secondary Sync Server, you must log on to the database with the secondary
Sync Server to enable the server to appear in the Service Configuration dialog box.

To create a synchronization service profile

1. On the Administrator Navigation Bar, click Systems.
2. Click the Sync Automation Services tab.

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The Sync Services File Path dialog box appears the first time this tab is accessed.
3. In the Sync Services File Path dialog box, type or browse to the shared folder that all
synchronization services will access, and then click OK.
If you did not create the SyncService folder, see “Understanding Logging Access” on page 65
for instructions. By default, the Express installation automatically creates this folder in
\\My Server\SyncService.
4. Right-click the grid, and then click Add Service.
The Service Configuration dialog box appears.
5. In the Service Name box, type a name for this service (for example, the name of the
computer the service is installed on).
6. In the Service Machine box, type or browse to the name of the computer where the
Synchronization Service is installed.
7. In the Service Port box, type the port number on which the Synchronization Service
sends information to the Monitor Console.
The default port is 8950. Leaving this set to 8950 avoids conflicts. If conflicts occur, only
information from one service displays in the Monitor Console.
8. In the Job Name box, type a name for the new job.
The job name is used to display history in the Monitor Console, therefore ensure you use
a descriptive name.
9. In the Database list, select the database on which the job runs.
By default, the database to which you are currently logged on displays in the list.
10. In the SyncServer list, select the Sync Server for which this job is run.
11. In the Sync Data list, select the type of processing you want to perform:
• Sync All (Default) applies network and remote transactions, sends remote changes,
runs subscription rules and sends new accounts, and runs any pending agents.
• Sync Updates Only applies network and remote transactions and sends remote
changes.
12. In the Run on and Daily Schedule boxes, select the dates, times, and frequency of the
synchronization cycle.
13. Select the Enabled check box to activate the job and add it to the synchronization
schedule.
14. Click Apply Job.

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You can create multiple jobs for each sync server. To create additional jobs, right-click the
Jobs grid, and click Add Job. Then repeat steps 10-14.

15. Click OK.

Starting the Synchronization Server

If you plan to run Agents using the Synchronization Service, you must manually start the
Sync Server and run a synchronization cycle. This manual cycle creates a registry entry that
is used by Agent Runner to build a connection string.
Note You must log on to the Synchronization Service computer as a Domain user. You cannot log
on using the Local System account to cycle the Sync Server the first time. The Local System
account does not have the correct privileges for running Agents.

To start the Synchronization Server

1. Click Start, point to Programs, point to Sage SalesLogix, and then click
Synchronization Server.
2. In the Please log on dialog box:
a. In the Username box, type admin.
b. In the Password box, type the admin user’s password.
c. In the Log on to box, ensure the correct database connection name displays.
This is the connection name established in the Connection Manager.
3. Click OK.
4. If necessary, click Yes to register this computer to the database.
5. If the Verify Administrator Password dialog box appears, retype the administrator
password, and then click OK.
6. Click Sync Now to cycle the Sync Server.
7. On the File menu, click Exit when the process is complete.
The first time you cycle the Sync Server, a sub folder is created in Documents and Settings\All
Users\Application Data\SalesLogix\Sync. The folder name is server_name-alias_name. In
addition, the Sync Server creates the ConfTran.stm file used for conflict resolution.

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Modifying Virus-Checking Software for the Synchronization Server

If you have virus-checking software scanning the synchronization folders at the same time
that the Sync Server tries to use a file within the folders, you may receive an “Error deleting
file or folder” error. This occurs when the virus checking software checks the file at the same
moment that the Sync Server tries to use that file.
To avoid errors, set your virus-checking software to modify scans to skip the following folders
during real-time scans and/or scans scheduled to run at the same time the Sync Server is
scheduled to run. If anti-virus programs are scanning the following folders in real time during
a synchronization cycle, it may cause problems with synchronization to Remotes.
• WriteCache
• Infiles
• Outfiles
• FailedTrans
• WGLogs
• SharedLogs
• Archives

Understanding the Monitor Console

The Monitor Console allows you to monitor the status of jobs scheduled on the Sync Server.
If your company has multiple administrators using the Monitor Console, they must be aware
that any changes made to the services registered through one Console affect what other
Console users can see. Consequently, you must take care when registering and un-
registering services. The Monitor Console Help explains this process.

The first time you log on to the Monitor Console, you must set the name of the Sync Server
computer. Then you must register the synchronization service(s) to view data. This process is
detailed in the Monitor Console Help.
By default, the Monitor Console is installed in C:\Program Files\SalesLogix (with the
Administrative Workstation). To open the Monitor Console, double-click
SlxMonitorConsole.exe.

After completing this chapter...

You have completed the “Synchronization Tasks” checklist. See Chapter 18, “Configuring the Sage
SalesLogix Remote Client” to continue your implementation.

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Configuring the Sage SalesLogix Remote Client

Before completing this chapter...

Configure the Sync Server as described in Chapter 17, “Configuring the Synchronization Server.”

Remote Clients keep a subset of the main office database on their local computer (a laptop,
for example) and use synchronization to transfer changes between their system and the main
office. To synchronize data, the main office and each Sage SalesLogix Remote Client must
have a set of synchronization folders on their computers and have the ability to transfer files.
Remote users can also connect directly to the main office database using a LAN or WAN
connection.

Planning for Remote Users

Before adding Remote users, consider creating subscription rules to limit the number of
account records stored on the Remote user’s database. Subscription gives Remote users
access only to accounts that they use on a regular basis. This maintains the Remote user’s
database at a manageable level and improves overall system performance. The use of
subscription and subscription rules for Remote users is strongly recommended.

Using Subscription
There are two ways to subscribe to accounts:
• Use subscription rules to request accounts based on specific criteria or conditions.
• As needed, use manual account subscription to select accounts using the Administrator or
Sage SalesLogix Remote Client.

Creating Subscription Rules

Subscription rules specify the criteria for selecting accounts from those the user has access to
(based on account ownership). For example, a subscription rule may request accounts for all
companies in the state of California with revenues over one million dollars.
When a subscription rule is written, only accounts that meet the criteria are sent to the
Remote user during synchronization. However, subscription rules are dynamic. Once a rule is
written and applied to a user, any new accounts that meet the rule’s conditions are
automatically synchronized to the Remote user. Users can have multiple subscription rules
applied to them.

For detailed instructions to create subscription rules, refer to the “New Subscription Rule or
Template” topic in the Administrator Help.

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Manually Subscribing to Accounts

Remote users manually subscribe to accounts by evaluating each account in the main office
database and then selecting individual accounts for subscription. A disadvantage of manual
subscription is that several synchronization cycles are required before the Remote user
receives the account. For example, the first time a Remote user syncs, only a request for the
account is sent to the main office. The next time the Sync Server is run, it processes the
request and creates a transaction. When the Remote user syncs again, he or she receives the
requested account.
To manually subscribe a user to an account, use the Sync tab on the Remote user’s profile.

Configuring Remote User Profiles

The Administrator is used to manage user profiles. In addition to the settings for Network
users, Remote user profiles must contain synchronization and subscription information.
If you have not created your Remote users, refer to “Adding New Users” on page 96. Then,
configure the synchronization options as described in the following section.

Setting Synchronization Options

Synchronization options assign the Remote user to a Sync Server, and determine how the
user synchronizes with the main office.
You must create system Sync Transfer Profiles before setting the Remote user’s Sync Transfer
Options. If you have not created your system profiles, see “Creating Synchronization Transfer
Profiles” on page 113 for instructions.

To set synchronization options

1. On the Administrator Navigation Bar, click Users.
2. In the Users view, click the Remote Users tab, and then double-click a user name.
3. In the User Profile dialog box, click the Sync tab.
4. In the SyncServer box, select the Sync Server to which this user is assigned.
If your implementation includes multiple Sync Servers, review the recommendations in the
Sage SalesLogix Planning Guide for assigning users to Sync Servers.
5. In the Sync Transfer Profile box, select the Remote user’s method of synchronization.
Your choices depend on the system sync transfer profiles configured in “Creating
Synchronization Transfer Profiles” on page 113.
If FTP or HTTP is your synchronization method, and you are using individual logins and
passwords for each user and the Sync Server, type the user’s login and password in the
appropriate boxes.
6. To set subscription rules for the user, click Subscription Rules.
a. In the Subscription Rules dialog box, select the rule(s) you want to apply to this
user. Click Copy.
b. Click OK.
7. To configure how attachments are sent to this Remote user, click Attachment Filters. In
the Attachment Filter Options dialog box:
a. To set a size limit, select File Size Less Than, and then type in a size limit.
When this value is set, any attachments larger than the specified value will not
automatically synchronize to the Remote. The Remote user can request the
attachment, but it will not be sent when creating a Remote database or during the
normal synchronization process.

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b. To set a date limit, select Files Added Within Last, and then type in a number of
days.
When this value is set, any attachments older than the specified value will not
automatically synchronize to the Remote. The Remote user can request the
attachment, but it will not be sent when creating a Remote database or during the
normal synchronization process.
c. To apply these options to all Remote users, click All Users.
d. Click OK.

8. In the User Profile dialog box, click OK.

Creating a Remote User Database

Remote databases are created as a Microsoft SQL Server Express instance.

To create a Remote user database

1. On the Administrator Tools menu, click Create Remote User Databases.
2. In the Create Databases dialog box, under Available Users, select the user(s) for
whom the database(s) will be created, and click the arrow to move them to the Selected
Users box.
Configuring the default database settings is explained in “Setting Database Options” on
page 82. To change the settings for this user only, click Options or Properties and configure
the changes.

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3. Each database is placed in the folder specified in the Create Remote DB in server
directory box on the Database tab of the Options dialog box. To create the database(s),
do one of the following.
• To create the database(s) immediately, click Now.
• To create the database(s) at a later time, click Later.
• In the calendar, select a date and time, and then click OK.
The Administrator is unavailable when the timer is active.
• The Create Databases dialog box displays a countdown to the scheduled date
and time.
A test is performed to ensure the settings are configured and that the database can
be created in the chosen location.
The database is created with the file name SLX_userid_dat.sxd.
4. Click OK to confirm successful completion.
If the Remote user’s computer is connected to the network, create a folder on the
Administrative Workstation and copy the database to the folder. Share this folder so that the
Remote user’s computer has access to it.
If the Remote user is not connected to the network, copy the database to the user’s
computer using some form of removable media. Another option is to zip the database, e-mail
it to the Remote user, and instruct the user to copy it to his or her computer and unzip it.

Installing the Sage SalesLogix Remote Client

Install the Sage SalesLogix Remote Client on every Remote user’s computer. The Sage
SalesLogix Remote Client cannot be installed on the same computer as the Administrative
Workstation.
Note If your company uses Outlook Integration, ensure you have completed the required steps
under “Outlook Integration Requirements” on page 65 before you install the Sage
SalesLogix Remote Client.
• If you created an automated installation using the instructions in “Creating Automated
Client Installations” on page 101, see “Performing an Automated Installation” in the following
section.
• If you did not create an automated installation, see “Performing a Manual Installation” on
page 127.

Performing an Automated Installation

Installing the Sage SalesLogix Client using an automated installation configures the Client
computer with the settings selected when the installation was built.

To run the automated installation

1. Distribute the entire folder structure created during the automated installation to the
remote computer.
2. Instruct the Remote user to double-click SalesLogix Client.msi in the root folder.
3. Install the Remote user database as outlined in “Installing the Remote User Database” on
page 127.

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Performing a Manual Installation

Run a manual installation if you do not want to install some components or if you want to
change the installation location.

To run a manual installation

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.
2. On the Sage SalesLogix Installation screen, click Install SalesLogix Client.
3. On the Install SalesLogix Client screen, click Install SalesLogix Remote Client.
4. On the Welcome and License Agreement screens, read the information and accept the
agreement, and then click Next.
5. On the Setup Type screen:
• Click Complete to install the most common components. Click Next.
• Click Custom to install only certain components or to change the installation
location. Use the Custom Setup screen to enable or disable items for installation.
Click Next.
6. On the remaining screens, click Install and Finish to complete the installation.
• If the installation did not detect either Microsoft SQL Express or Microsoft SQL Server,
the Install Microsoft SQL Express check box appears. Ensure it is selected before you
click Finish.
• If your company is not using Intellisync for Sage SalesLogix to share information
between Sage SalesLogix and Outlook, clear the Install Intellisync for Sage
SalesLogix check box.
After installation, you must install the Remote user database as outlined in the following
section.

Installing the Remote User Database

Before logging on to the Remote Client, you must attach the Remote database using the
Remote Database Setup dialog box.
The connection contains the following values:
• The Database Name is set to SLXRemote.
• The Server Name is set to the name of the Remote user’s computer.
To change this value, right-click My Computer on your desktop, and click Properties. The
computer name appears on the Network Identification tab.
• The User name is set to sa.

To install a Remote user database

1. Browse to the location of the Remote user database. The database file name is
SLX_userid_dat.sxd.
2. Double-click the Remote database.
3. In the SalesLogix Attach Remote dialog box click OK to confirm a successful
installation.
If more than one Microsoft SQL Server instance is detected, you must select the instance
you want to use in the Select the name of the SQL instance to use dialog box.
The Attach Remote utility assumes the sa password is SLXMaster. If you did not install
Microsoft SQL Express using the Sage SalesLogix installation, you may have to change the
sa password in the Remote Database Setup dialog box before the database can be
successfully attached.

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Starting the Sage SalesLogix Remote Client

After installation, the user who installed Sage SalesLogix must log on to the Client
computer(s) for the first time and launch various applications. This process creates the
necessary registry entries for each application and creates a connection to the Remote
database.
If the standard user does not have rights to install Sage SalesLogix, an admin user must start
the Client application. If the standard user has installation rights, he/she can simply log on
and begin using Sage SalesLogix. The Sage SalesLogix Client must write to restricted areas
of the registry. Therefore, once an admin user has logged on to the Client, a standard user
can read from the registry’s restricted area.

To start the Sage SalesLogix Remote Client

1. On the Start menu, point to Programs, point to Sage SalesLogix, and then click Sage
SalesLogix Client.
2. In the Please log on dialog box:
a. In the Username box, type your Sage SalesLogix user name.
b. In the Password box, type the corresponding password for the user name.
c. In the Log on to box, ensure the correct database connection name displays (for
example, SLXRemote).
d. Click OK.
3. If you are using Outlook Integration, complete additional configuration steps as
necessary. See “Configuring Outlook Integration and Intellisync for Sage SalesLogix” on
page 104 for details.
4. Open the SLMailClient.exe.
By default, the Mail Client is installed in C:\Program Files\SalesLogix\SLMail.
5. (Optional) Configure synchronization of the Remote user’s database to run automatically
when the user is logged on to the main office database.

For more information on automated synchronization, see the “Sage SalesLogix Synchronization
Client” topic in the Sage SalesLogix Client Help.

Creating a SpeedSearch Schedule

You can set a schedule on the Remote user’s computer to determine when SpeedSearch
indexes are run. If a schedule is not set and your Host updates indexes when the Remote
computer is turned off, the indexes on the Remote are updated when the user starts their
computer. This update may delay the user as he/she cannot immediately start their work.

To create a SpeedSearch schedule

1. On the Sage SalesLogix Client Tools menu, click SpeedSearch Options.
2. In the Index list, select the index(es) for which you want to set a schedule.
3. In the Full Update section, select the date and time you want the index(es) to complete
a full update.
4. In the Daily Update section, select how you want to schedule daily incremental updates.
• When SalesLogix Opens - All enabled indexes are updated when you open the
Sage SalesLogix Client.

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• When SalesLogix Closes - All enabled indexes are updated when you close the
Sage SalesLogix Client.
• Once at - Select the time of day that you want to update all enabled indexes.
• Repeat Every - Select or type how often you want all enabled indexes to be
updated.
5. Click OK.

After completing this chapter...

You have completed the “Remote User Tasks” checklist. If necessary, see Chapter 19, “Configuring a
Remote Office” to continue your implementation. Otherwise, begin using Sage SalesLogix.

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Configuring a Remote Office

Before completing this chapter...

Configure the Sync Server as described in Chapter 17, “Configuring the Synchronization Server.”

A Remote Office consists of a group of Network users who access a Remote Office database
through a direct connection or wide-area network. Unlike Remote users, these Network users
do not individually synchronize with the main office. Instead, synchronization occurs when
the Remote Office database synchronizes with the main office.
The main office’s Administrator manages the Remote Office and Remote Office users.

Configuring the Remote Office Profile

Before configuring the Remote Office profile, you must have a Remote Office license(s)
installed. One license is required for each Remote Office.

To configure a Remote Office profile

1. On the Administrator Navigation Bar, click Systems, click the Offices tab, and then
double-click the Remote Office name.
2. On the Sync Options tab in the Office Description box, type the Remote Office name.
3. Under Remote Office Options:
a. Use the Synchronize Changes check box to activate or deactivate synchronization
for this remote office.
Select this option only after you install and configure the Remote Office Sync Client,
and the database is ready to accept synchronization files.
b. Ensure the Sequence Files Before Apply check box is selected to check for
missing, duplicate, or incorrect index numbers in Transaction Exchange Files (TEFs)
before changes are made to the main office database.
If this option is selected, the Archives folder stores a copy of all files sent to the main
office. Once a confirmation is received from the main office that all files were
successfully transferred, the archives are deleted.
c. Click Transfer Options. In the Transfer Options dialog box:
• In the Sync Transfer Profile box, select the Remote Office’s method of
synchronization.
Your choices depend on the system sync transfer profiles configured in “Creating
Synchronization Transfer Profiles” on page 113.
• Click Custom Settings to enter a login and password for the Remote Office.
• Click OK.
4. Under Shared Paths:
a. In the Logging box, type the location of the Remote Office logging folder using UNC
conventions and the shared names.
For example, \\MyServer\RemOffice Sync Logs, not \\MyServer\C:\RemOffice Sync
Logs.
Note It is not possible to use a logging path on a different (trusted) domain if the SLX Service is
using the Local System Account. If you want to use a logging path on a different (trusted)

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domain, you must change the SLX Service from Local System Account to a domain user
with rights on both domains.
b. In the Library box, type the location of the Remote Office Library folder using UNC
conventions and the shared names.
For example, \\MyServer\Library, not \C:\RemOffice Sync Logs\Library.
c. In the Attachments box, type the location of the Remote Office Documents folder
using UNC conventions and the shared names.
For example, \\MyServer\Documents, not \\MyServer\C:\RemOffice Sync
Logs\Documents.
Note If you are connected to the network, browse to the Remote Office folders.
5. Click OK.

Adding Users to a Remote Office

Once the Remote Office profile is configured, you can assign Network users to the Remote
Office.

To add users to a Remote Office

1. If necessary, use Administrator to create Network users as described in “Adding New Users”
on page 96.
2. In the User Profile dialog box, click the Sync tab.
3. Under General, in the Location box, select the remote office to which you want to
assign the Network user.
4. Click OK.
5. Repeat this procedure for all Remote Office Network users.

Creating a Remote Office Database

Create the Remote Office databases using Administrator.

To create a Remote Office database

1. On the Administrator Tools menu, click Create Remote Office Databases.
2. In the Create Databases dialog box, under Available Remote Offices, select the
office(s) for which the database(s) will be created, and click the arrow to move them to
the Selected Remote Offices box.
The default database settings were configured in “Setting Database Options” on page 82. To
change the settings for this office only, click Options and make the changes.
3. Each database is placed in the folder specified in the Create Remote DB in server
directory box on the Tools > Options > Database tab. To create the database(s), do one
of the following.
• To create the database(s) immediately, click Now.
• To create the database(s) at a later time, click Later.
• In the calendar, select a date and time, and then click OK.
The Administrator is unavailable when the timer is active.
• The Create Databases dialog box displays a countdown to the scheduled date
and time.
A test is performed to ensure that the settings are configured and that the database can
be created in the chosen location.
The database is created with the file name SLX_sitecode_dat.sxd.

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4. Click OK to confirm successful completion.

Transfer the database to the remote office database computer. If the computer is connected
to the network, create a folder on the Administrative Workstation and copy the database to
the folder. Share this folder so the remote office’s computer has access to it.
If the Remote Office computer is not connected to the network, copy the database to the
office’s computer using some form of removable media. Another option is to zip the database,
e-mail it to the Remote Office, and then copy it to the Remote Office’s computer and unzip it.

Installing a Remote Office

The Remote Office is the computer that processes synchronization files and ensures that the
main office and Remote Office database contain the same information. Because the
synchronization process is resource intensive, do not install the Remote Office on the same
computer as the Remote Office database. Rather, install the Remote Office on a dedicated
computer with direct access to your network.

To install a Remote Office

1. Insert the Sage SalesLogix DVD. If the installation program does not start automatically,
locate and double-click Install.exe.
2. On the Sage SalesLogix Installation screen, click Standard Server Installation.
3. On the Standard Installation screen, click Remote Office Server.
Note If you do not have Microsoft .NET Framework installed, the Sage SalesLogix installation
may appear to be inactive while installing the Framework. This installation may take a long
time.
4. On the Welcome and License Agreement screens, read the information and accept the
agreement, and then click Next.
5. On the Setup Type screen, select an installation type:
• Select Complete to install all Remote Office components on this computer. Click
Next.
• Select Custom to choose the components you want to install and the location where
you want to install them on this computer. Click Next.
6. Depending on your installation type, you will be prompted to enter some or all of the
following information on the installation screens:
• Use Local System Account - Select this option if the local user account has the
correct security permissions to install Sage SalesLogix.
If you do not select this option, set the information for the Sage SalesLogix Service
user you created as described in “Server Requirements” on page 62.
• Domain - Type the network domain where you created the Sage SalesLogix Service
user.
• User Name - Type the name of the Sage SalesLogix Service user (for example,
SLXService).
• Password - Type the Sage SalesLogix Service user’s password.
• Confirm - Re-type the Sage SalesLogix Service user’s password.
• Port Change button - Changes the port number used for communication between the
Clients and Sage SalesLogix Server. In most implementations, the default port
number does not need to be changed. However, if you have another application or
service using port 1706, you should change the port number to an unused port.
7. On the remaining screens, click Install and Finish to complete the installation.

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Installing the Remote Office Database

Note the following when using SpeedSearch at your remote office:
• If the SpeedSearch Service is started before you install the Remote Office database, no
SpeedSearch indexes are created.
• If the SpeedSearch Service is started after the Remote Office database is installed, but
before the first Sync Client cycle, the SpeedSearch indexes are created but there are no
documents in either the Library or Documents folder. A search will not find anything until
the first schedule for those indexes is run.
• If you rename the database in the Attach Remote utility, you must complete additional
steps to ensure the SpeedSearch indexes are created. See the “SpeedSearch Indexes Not
Built For New Database” troubleshooting topic in the Administrator Help for more
information.

To install a Remote Office database

1. Browse to the location of the Remote Office database. The database file name is
SLX_sitecode_dat.sxd.
2. Double-click the remote database.
3. In the Remote Database Setup dialog box, click OK.
4. In the SalesLogix Attach Remote dialog box click OK.
If more than one Microsoft SQL Server instance is detected, you must select the instance
you want to use in the Select the name of the SQL Server instance to use dialog box.
After installing the Remote Office database, you are ready to start the Remote Office
Synchronization Client.

Starting the Remote Office Synchronization Client

The first time the Remote Office Synchronization Client runs, the synchronization folders are
created under the root RemOffice Sync Logs folder. This process only occurs if you configured
the shared paths to the Remote Office (“Configuring the Remote Office Profile” on page 131)
and shared the RemOffice Sync Logs folder.
The following files are created under the main RemOffice Sync Logs folder.
• Archives
• Infiles
• WGLogs
• What’s New.tlg

To start the Remote Office Synchronization Client

1. Click Start, point to Programs, point to Sage SalesLogix, and then click
Synchronization Client.
2. In the Log on to dialog box:
a. In the Database box, select the Remote Office database to which you want to log on.
b. Click OK.
The Remote Office Sync Client assumes you are logging on as the system
administrator.
3. In the Synchronization Client dialog box, click Execute.
The Remote Office Server creates the synchronization folders under the main RemOffice
Sync Logs folder.

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 Configuring a Remote Office

4. Click Close when the “Sync Process Completed” message appears.

Note Remember to select the Synchronize Changes option on the Administrator > Systems >
Offices > Remote Office > Sync Options tab to activate synchronization for this remote
office.

Installing Remote Office Network Clients

To install Sage SalesLogix Network Clients in the Remote Office, refer to “Installing the Sage
SalesLogix Network Client” on page 102.

After completing this chapter...

You have completed the “Remote Office Tasks” checklist. Begin using Sage SalesLogix.

Sage SalesLogix Implementation Guide v7.2 135

Configuring a Remote Office

136 Sage SalesLogix Implementation Guide v7.2

 Appendix A
Creating a Database for Oracle

Before completing this chapter...

Verify you have installed the prerequisites and created and shared the logging folders as described in
Chapter 11, “Preparing for Implementation.”

An experienced Oracle database administrator (DBA) is recommended to properly administer,

tune, and maintain the Sage SalesLogix database, especially in a UNIX environment. The
Sage SalesLogix Planning Guide provides a discussion of the Oracle database platform and
implementation considerations.
Note The instructions in this chapter are provided as an example of creating an Oracle database
for Sage SalesLogix. This information can be safely used in a demonstration environment.
For production systems, your Oracle DBA may use the information in the Sage SalesLogix
scripts as an example, but the database should be created by your DBA specifically for your
environment.
To create a database for Oracle, you must do the following:
1. Create an Oracle database instance.
2. Create a Net Service Name.
3. Configure the Oracle database.
4. Import the database structure.
5. Index the database.
6. Add database views.

Creating an Oracle Database Instance

Use these general steps to set up a database on UNIX that meets the requirements for Sage
SalesLogix. Ensure the Sage SalesLogix database is placed in its own instance.
Refer to one of the following sections as appropriate for your database platform:
• “Creating a Database Instance on Oracle 9.2.0.6” on page 137.
• “Creating a Database Instance on Oracle 10.2.0.1” on page 138.

Creating a Database Instance on Oracle 9.2.0.6

The following instructions assume you are using the passwords associated with a default
Oracle installation. Your Oracle DBA knows if these passwords are changed on your system.

To create an Oracle database instance on Oracle 9.2.0.6

1. Open the Database Configuration Assistant.
2. On the Welcome screen, click Next.
3. On the Oracle Database Configuration Assistant screen, select Create a database,
and then click Next.
4. On the Database Templates screen, select New Database, and then click Next.
5. On the Database Identification screen, in the Global Database Name box, type the
database instance name (for example, SLX), and then click Next.

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 6. On the Database Features screen, clear all options for this database, and then click
Next.
7. On the Database Connection Options screen, select Dedicated Server Mode, and
then click Next.
8. On the Initialization Parameters screen, click Next.
If appropriate for your installation, change the default settings.
9. On the Database Storage screen, read the database information, and then click Next.
10. On the Creation Options screen, select Create Database, and then click Finish.

The next step...

Create a Net Service Name as detailed in “Creating a Net Service Name” on page 138.

Creating a Database Instance on Oracle 10.2.0.1

The following instructions assume you are using the passwords associated with a default
Oracle installation. Your Oracle DBA knows if these passwords are changed on your system.

To create an Oracle database instance on Oracle 10.2.0.1

1. Open the Database Configuration Assistant.
2. On the Welcome screen, click Next.
3. On the Oracle Database Configuration Assistant screen, select Create a database,
and then click Next.
4. On the Database Templates screen, select New Database, and then click Next.
5. On the Database Identification screen, in the Global Database Name box, type the
database instance name (for example, SLX), and then click Next.
6. On the Management Options screen, click Next to accept the defaults.
7. On the Database Credentials screen, enter and confirm the password that will be used
for the listed accounts, and then click Next.
8. On the Storage Options screen, click Next to accept the defaults.
9. On the Database File Locations, Recovery Configuration and Database Content
screens, click Next to accept the defaults.
10. On the Initialization Parameters screen, click Finish to accept the defaults.
If appropriate to your installation, change the default settings.
11. On the Confirmation screen, click OK.
12. On the Database Configuration Assistant screen, click Exit.

Creating a Net Service Name

After creating the database instance, you must create a Net Service Name (also called
database alias).

To create an Oracle Net Service Name

1. Click Start, point to Programs, point to Oracle - OraHome, point to Configuration and
Migration Tools, and then click Net Configuration Assistant.
2. On the Welcome screen, click Local Net Service Name configuration, and then click
Next.
3. On the Net Service Name Configuration screen, click Add, and then click Next.
4. On the Database Version screen, select Oracle8i or later database or service, and
then click Next.

138 Sage SalesLogix Implementation Guide v7.2

 5. On the Service Name screen, in the Service Name box, type your database name, and
then click Next.
6. On the Select Protocols screen, select the network protocol used to connect to and
communicate with the database (for example TCP), and then click Next.
7. On the Protocol screen, type your host name in the Host name box, and then click
Next.
• If you are running Oracle on Windows, type the computer name of your Database
Server.
• If you are running Oracle on UNIX, type the IP address.
8. On the Test screen, click Yes, perform a test to test the database connection, and then
click Next.
9. On the Net Service Name screen, in the Net Service Name box, type a name for this
database connection (for example, databasename.servername), and then click Next.
10. Click No when prompted to configure another Net Service Name.
11. Click Next, and then click Finish.

Configuring the Oracle Database

After creating the database instance and Net Service Name, you must configure the database
for Sage SalesLogix. This process is automated using scripts provided by Sage SalesLogix.
Use Oracle SQL *Plus Worksheet to perform the following tasks:
• Create permanent, temporary, and index tablespace and data files.
• Create an Oracle database login.
Note You must run the scripts used to complete these tasks in a specific order. If you do not run
the scripts in the order outlined in the following sections, they do not work.
When running the scripts, you must log on to Oracle SQL*Plus Worksheet with the Oracle
sysdba option. Log on as “sys” with the Connect as option set to sysdba.
Note Due to legacy requirements of an earlier database platform, the name of the Sage
SalesLogix schema owner is sysdba.

Creating Tablespaces and Data Files

A tablespace logically organizes data in an Oracle database, while physically storing the data
in one or more associated data files. To use Oracle with Sage SalesLogix, you must create the
permanent (SLX_DATA), temporary (SLX_TEMP), and index (SLX_INDEX) data files.
Note The CreateOracleSpace.sql script must be run as the sys user.

To create tablespaces and data files

1. Open the CreateOracleSpace.sql script.
The script is located in the Database\Oracle folder on the Sage SalesLogix DVD.
2. Modify the Tempfile and Datafile paths as appropriate for your environment.
If necessary, you can also modify the script to ensure that tablespace and data files are
sized correctly.
3. Click Start, point to Programs, point to Oracle Home, point to Database
Administration, and then click SQL *Plus Worksheet.
4. In the Login Information dialog box:
a. In the Username box, type sys.
b. In the Password box, type the corresponding system password.
c. In the Service box, type the name of the database instance.

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 d. Verify that Connect As is set to sysdba.
e. Click OK.
5. On the Oracle SQL *Plus Worksheet File menu, click Open.
6. Browse to the CreateOracleSpace.sql script.
7. To load the script into the Query section, click Open.
8. To run the script, click Execute.
9. Leave Oracle SQL *Plus Worksheet open and run the script as described in the following
section to create the database login.

Creating the Database Login

To connect to an Oracle database, a user must have a login name in the database and
privileges to perform specific database operations. Since Sage SalesLogix uses sysdba to log
on to the Oracle database, you must create a new login for the sysdba user and grant the
appropriate privileges.
Note The CreateOracleUser.sql script must be run as the sys user.

To create the database login

1. On the Oracle SQL *Plus Worksheet File menu, click Open.
2. Browse to the CreateOracleUser.sql script.
The script is located in the Database\Oracle folder on the Sage SalesLogix DVD.
3. To load the script into the Query section, click Open.
4. To run the script, click Execute.
After creating the database login, you must import the database structure.
Note Do not change the sysdba password before importing the database structure. If you change
the password prior to importing the database structure, the import fails.

Importing the Database Structure

Sage SalesLogix uses a DMP file to import the database structure into the Oracle database.
The DMP file copies the default views, pick lists, reports, plugins, and other system
information to the Oracle database. The DMP files are located in the Database\Oracle folder
on the Sage SalesLogix DVD.
The SLX_Blank.dmp file creates the blank Sage SalesLogix database. To create an evaluation
database, run the SLX_Eval.dmp file.
Before importing the database structure, do the following:
• If running Oracle on UNIX, FTP the DMP file(s) to the Oracle Server.
• If running Oracle on Windows, copy the DMP file(s) to the Oracle Server.

To import the Oracle database structure

1. On the Oracle Server, open a command window.
2. Type imp sysdba/masterkey@database instance name FILE=absolute path to the location
of the .dmp file\SLX_Blank.dmp IGNORE=Y
For example, if the database name is SLX, and it is located in the C:\Oracle\Databases
folder, the command line would be C:\Oracle\Databases\imp sysdba/masterkey@SLX
FILE=C:\Oracle\Databases\SLX_Blank.dmp IGNORE=Y.

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Indexing the Database
After importing the database using the DMP file, you must create Oracle-centric indexes in
the appropriate tablespace. The CreateOracleIndexes file used to create the indexes can be
modified as your database changes to drop or rebuild indexes as necessary.
Note The CreateOracleIndexes.sql script can be run as the sys user or the Sage SalesLogix user
“sysdba”.

To index the database

1. On the Oracle SQL *Plus Worksheet File menu, click Open.
2. Browse to the CreateOracleIndexes.sql script.
The script is located in the Database\Oracle folder on the Sage SalesLogix DVD.
3. To load the script into the Query section, click Open.
4. To run the script, click Execute.

Adding Database Views

After indexing the database, you must add database views for Sage SalesLogix. The
CreateOracleViews script creates new views to improve performance. Running this script
allows you to create the necessary Sage SalesLogix views without extra permissions for the
sysdba user.
Note The CreateOracleViews.sql script must be run as the sys user.

To add database views

1. On the Oracle SQL *Plus Worksheet File menu, click Open.
2. Browse to the CreateOracleViews.sql script.
The script is located in the Database\Oracle folder on the Sage SalesLogix DVD.
3. To load the script into the Query section, click Open.
4. To run the script, click Execute.

The next step...

You have completed task 4 of the “Required Tasks” checklist. Refer to Chapter 12,
“Installing with Sage SalesLogix Standard” to install Sage SalesLogix.

Sage SalesLogix Implementation Guide v7.2 141

142 Sage SalesLogix Implementation Guide v7.2
 Appendix B
Automating Client Installations

Automating Client installations allows you to deploy customized installations of the Sage
SalesLogix Client to Network and Remote users. Using automated installations the system
administrator can create a configuration file containing the desired Sage SalesLogix settings
and send it to users. Once received, the user can bypass the steps in the Installation Wizard
and use the custom configuration file to install Sage SalesLogix.
There are several advantages to using automated installations. You can:
• Enforce the use of specific settings for all users.
• Specify different configurations for different users.
• Install Sage SalesLogix with minimal user input.
Important When installing Sage SalesLogix using an automated installation, third-party
applications are not installed. Third-party applications must be installed separately and
include the following: Intellisync for Sage SalesLogix (Sage SalesLogix Client) and .Net
AJAX Extensions, SQL Server 2k5 Exception Message Box, and SQL Server 2k5
Backwards Compatibility (Administrative Tools and Servers). Installations for
these applications can be found in the Redist folder on the Sage SalesLogix DVD.

Customizing the Sage SalesLogix Configuration File

You can modify the standard configuration file created using the Build Network Client Install
or Build Remote Client Install on the Sage SalesLogix DVD or create your own configuration
file. Creating the standard configuration file is detailed on page 27 and page 101.
The configuration file has an .ini file format and contains the following sections:
Features Contains name/value pairs in the format “<FeatureName>=<Value>”. Valid values
are “YES” and “NO”. If a feature is not listed, the default value is YES.
Properties Contains name/value pairs for any Windows Installer property that you want to
set. Standard Windows Installer properties and values can be found in the Microsoft Platform
SDK documentation.

To create the Sage SalesLogix configuration file

1. Open the standard configuration file or create a new configuration file. The standard
configuration file name is the same as the corresponding .msi file. For example,
SalesLogix Client.cfg.
2. Customize the configuration file features and properties as appropriate using the
information in the “Understanding Features and Properties” section.
3. To deploy the configuration file to users, copy the entire directory structure of the Sage
SalesLogix Client installation to a CD or shared network folder. For example, copy the
entire SalesLogix Client folder on the Sage SalesLogix DVD.
Ensure the .cfg file is in the same folder as the .msi file.
4. Instruct users to run the SalesLogix Client.msi file on their computer.
The .msi file reads the configuration file and installs Sage SalesLogix according to your
custom settings.
5. If necessary, instruct users to install third-party applications.

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Understanding Features and Properties
Use the following settings to customize the Sage SalesLogix Client configuration file.

Features
Use the Features section to determine the components you want to install on the Client
computer. The following are the Sage SalesLogix Client install features:

Feature Name Descriptive Name

MailMerge MailMerge
ImportWizard Import Wizard
MailClient Mail Client
NetForm .Net Extensions
ClientHelp Client Help
ImportWizHelp Import Wizard Help
SpeedSearchHelp SpeedSearch Client Help
Documentation Documentation

Properties
The following properties can be set in the Sage SalesLogix Client configuration file.

Property Description Values

CLIENT_TYPE Determines whether to perform a • “1” for a Network Client
Network or Remote Sage SalesLogix installation.
Client installation. • “2” for a Remote Client
installation.
BROWSER Determines whether the install was • “Yes” if the installation was
launched from the DVD browser. To launched from the DVD
skip the "Client Type" screen in the browser (or you want it to
Sage SalesLogix installation, set think that it was).
this property so that the installation • “No” if the installation was
assumes it was launched from the launched by some other
browser. means. This is the default.
Note To ignore the Client Type screen and proceed with the Client installation, use both of the previous
properties. For example, to run a Network Client installation, set CLIENT_TYPE=1 and BROWSER=Yes.
Database Connection Properties
Note The installation can set a default database connection if the appropriate properties are set.
SLXDBSERVERPORT The port number that the Sage “1706”. This is the default
SalesLogix Server is listening on. value.
SLXDBSERVER The name or TCP/IP Address of the
Sage SalesLogix Server.
SLXDBSERVERALIAS The Alias that will be used for this
connection.
Install Helper Files Path Properties
RTFFILEPATH The String value containing the fully
qualified path of the License File.

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 Property Description Values
MSDEPATH The String value containing the fully
qualified path of the Microsoft SQL
Express installation path.
READMEFILE The String value containing the fully
qualified path of the readme file.
Microsoft SQL Express Related Properties
Note The following properties can be set in the configuration file and are passed on to the Microsoft
SQL Express installation.
INCLUDEMSDE Tells the installation if the Microsoft • “1” if Microsoft SQL Express
SQL Express installation should be should be installed at the
launched at the end of the Sage end of a Remote Client
SalesLogix Client installation. This installation.
property is only used if • “0” if Microsoft SQL Express
CLIENT_TYPE=2. should not be installed. This
is the default value.
DISABLENETWORKPROTOCOLS Microsoft SQL Express installation • “1” to enable network
property that determines whether protocols, allowing other
other machines are allowed to computers to attach to this
connect to this Microsoft SQL instance. This is the default
Express instance. value.
• “0” to disable network
protocols.
INSTANCENAME A string containing the desired
name of the Microsoft SQL Express
instance that is being installed.
SAPWD A string containing the password for
this Microsoft SQL Express instance.
The default value is “SLXMASTER”.

Example Configuration File

The following is an example of the Features section in the SalesLogix Client.cfg file:
[Features]
NetForm=NO
The following is an example of the Properties section in the SalesLogix Client.cfg file:
[Properties]
CLIENT_TYPE=1
BROWSER=Yes
SLXDBSERVERPORT=1706
SLXDBSERVER=SalesLogix
SLXDBSERVERALIAS=SalesLogix_Eval
RTFFILEPATH=\\<SomeServer>\<SharedFolder>\
MSDEPATH=\\<SomeServer>\<SharedFolder>\SQLExpress\Setup.exe
INSTANCENAME=SalesLogix
SECURITYMODE=SQL

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 DISABLENETWORKPROTOCOLS=0
READMEFILE=\\<SomeServer>\<SharedFolder>\

Customizing the Administrative Tools and Servers

Configuration File
The following Feature names can be used to customize the Administrative Tools and Servers
installation. This may be necessary if you have multiple Administrative users and you want to
deploy only specific applications to designated Administrative users.

Feature Name Descriptive Name

SalesLogixServer SalesLogix Server
SyncServer Synchronization Server
SpeedsearchServer SpeedSearch Server
Administrator SalesLogix Administrator
ApplicationArchitect Application Architect
Architect Architect
Utilities Administrative Utilities
Empulse Marketing Services
NetForm .Net Extensions
MailMerge MailMerge

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 Appendix C
Glossary

.NET Extensions Allows the display and support of .NET customizations in Sage SalesLogix
as standard database plugins.
Account A company with which there is a current or potential business relationship. Accounts
are owned by an individual user, a team of users, or everyone.
Administrative User A user who can perform tasks in the Administrator normally reserved
for the system administrator.
Administrative Workstation The primary computer for administering and customizing Sage
SalesLogix. Usually, this is either the system administrator’s personal computer or a separate
computer dedicated to Sage SalesLogix. The Administrator, Architect, Application Architect
and Sage SalesLogix Client are usually installed on this computer.
Agents A method of scheduling reports, running Basic scripts, SQL scripts, etc., at intervals
specified in the Administrator and Synchronization Server profile. Agents can be scheduled to
run once or on a regular basis.
Application Architect A development environment containing the tools that allow developers
to rapidly build, customize, manage, and deploy coded and codeless Web application
solutions with one-click functionality.
Architect A development environment for creating customized views, menus, toolbars, and
scripts for Sage SalesLogix.
Archives A folder containing a copy of all files sent to Remote users or Remote Offices, or to
the main office during synchronization.
Business Rule A method that is typically executed via code. A Business Rule is used to define
the constraints that apply to an entity within a package.
Bundle A bundle is a group of plugins or other customizable components that are packaged
together for installation as a unit, rather than having to move them one by one, or re-create
them on every database. Bundles containing Network plugins (.sxb files) are installed using
the Administrator. Bundles containing Web customizations (.zip files) are installed using the
Application Architect.
Concurrent Users The number of users accessing the database at any one time.
Contacts The prospects or customers in a company (account) that users interact with. Each
account can contain one or more contacts.
Contract An agreement between your company and the customer to provide support
services, either for free or for a specified fee.
Customer Service Customer Service allows designated users to track, qualify, and resolve
customer questions and issues within the Sage SalesLogix Client.
Dashboards Part of Sage SalesLogix Client that allows users to display and interact with a
variety of analytical information in a dashboard.
Database Manager Part of the Administrator and Architect that allows you to add, view, and
delete tables and fields, as well as name indexes, in the Sage SalesLogix database.
Defect A record describing a problem in a product or process, or a feature request for a
product or process.
Documents Folder A folder containing files that are attached to an account, contact,
opportunity, or ticket. For example, a Word letter.

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Glossary

Entity A business object, such as account or product that contains business rule methods
and events, relationships, properties, and forms. Entities can also have other related entities
associated with them, either through child relationships or extensions.
Form A Smart Part containing normal content, markup, and controls. A Web form is similar
to Forms created in the Architect.
Host A term commonly used for a Sage SalesLogix database that supports both Network and
Remote users.
Import Wizard Used to import data into Sage SalesLogix from ACT! by Sage, or other
commonly used file formats and databases.
Infiles A folder in which the main office, or Remote users or Remote Offices, place sync files
during synchronization.
Join A database operation that connects two database tables having a common field.
Library A central repository for company information. The library may include product
information, policies and procedures, presentations, and so on.
Lookup Lookups enable users to search for information under any of the major families (for
example; account, contact, ticket, and so on) that shares certain characteristics. Once a
lookup is created, you can save the result as a group. Lookups can be managed from the
Architect or Administrator.
Method A piece of code associated with an entity. A method usually consists of a sequence of
statements to perform an action, and possibly output a value. Methods provide a mechanism
for accessing (for both reading and writing) the private data stored in an entity.
Microsoft .NET Framework A component of Windows used to build and run Windows-based
applications.
Module A unit of work for the application to function correctly. Modules are parts of an
assembly. Modules are always stored in the Bin or reference directory. Modules may contain
Smart Parts.
Monitor Console A tool to remotely monitor the status of the Synchronization Server and its
scheduled jobs.
Namespace A unique identifier that helps you to avoid duplicate entity names.
Network Clients Users that connect directly to the network database to access and manage
customer accounts, contacts, opportunities, tickets, defects, activities, and related
information.
Opportunities Potential sales to accounts or contacts.
Package A group of related entities, forms, Smart Parts, templates, and aliases that are
grouped together under a common name. Packages make it easier to manage your Web
customizations.
Page A unit within a Web Portal. A page is a collection of workspaces.
Plugins Components that customize and add functionality to Sage SalesLogix. Plugins
include views, processes, reports, templates, Visual Basic scripts, and SQL scripts.
Portal Represents a collection of Web pages.
Processes A plugin that represents a series of tasks executed in a specific sequence over a
set time period. Processes are used to perform repetitive tasks, implement a sales process,
or provide an automated way of following up with customers. The Web components may only
schedule processes and change process status.
Project A group of Web packages or plugins that are grouped together for easy retrieval and
use.
Property Properties are contained on each form. Properties control the form behavior and
appearance.

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 Glossary

Relational Database Management System (RDBMS) An engine and method of managing a

database consisting of tables (rows and columns) and the relationships between those tables.
Remote Office A group of network users that access a single Remote Office database
directly. Unlike Sage SalesLogix Remote Clients, Remote Office users do not synchronize with
the database at the main office. Instead, the remote office regularly synchronizes with the
database at the main office.
Sage SalesLogix Client An installation of the Sage SalesLogix Client where the user is
directly connected to a network database to access and manage customer accounts,
contacts, tickets, defects, activities, and related information.
Sage SalesLogix OLE DB Provider A client-side component that handles all database access
and applies security.
Sage SalesLogix Remote Client Sage SalesLogix Client users that keep a subset of the main
database on their computers (such as a laptop) and use synchronization to transfer changes
between their system and the main office. They can also connect directly to the main office
database using a LAN/WAN connection.
Sage SalesLogix Server Components that primarily handle logging and licensing for the
Sage SalesLogix system. The computer where the components are installed is also referred to
as the SalesLogix Server and it may be combined with the SalesLogix Database Server.
Security Determines what a user can access in Sage SalesLogix. Security is controlled by a
combination of account ownership, management hierarchy, and level of access rights to
information.
Security Profile Determines each user’s access to information, tables and fields, and
functionality.
Site Code A unique identification code assigned to each Network user, Remote user,
Synchronization Server, and Remote Office that represents the user or component.
SLXService user A Windows logon name with security permissions that allow the SalesLogix
Server and Synchronization Service to access all necessary directories.
Smart Part Forms that allow you to provide the UI for interacting with entities (for browsing,
editing, and so on) created using quick forms. A Smart Part can exist outside an entity, but is
typically associated with one specific entity. Smart Parts are secured by role.
SpeedSearch Enables users to find information stored in the Sage SalesLogix database or
external files.
Subscription Allows a Remote user to select or subscribe to accounts used on a regular basis
and store the accounts in the Remote user’s local database. Subscription rules identify the
criteria for selecting accounts.
Sync Logs A root directory of other folders (Documents and Library) used for synchronization
and other functions.
Synchronization The process of reconciling changes between remotes (users or Offices) and
Network users. Synchronization can occur through a direct connection (LAN/WAN), dial-up
connection (RAS), FTP, or HTTP.
Synchronization (Sync) Server The application that runs synchronization and agents. It can
also refer to the hardware on which the Sync Server application resides.
Synchronization Service A Windows service that communicates with the Synchronization
Server(s) and SyncServices.cfg file for scheduling.
Team A group of users who have access to the same accounts. Members of the same team
may have different security access to data.
Ticket A record of a call relating to a question or problem experienced by the customer.
Transaction Exchange Files (TEFs) Files that are transferred between Remote users and
Remote Offices, and the main office to synchronize data.

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Glossary

Workspace A container for a Smart Part. Multiple workspaces can be combined in a template
to organize Smart Parts.
WGLogs A folder in which Network users place transaction files as changes are made to the
database.

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 Index

Symbols Connection, creating to database 72

Contacts 147
.NET Extensions
Contract 147
defined 147
Custom Sage SalesLogix installations 143
A D
Administrative Roles
Dashboards 147
applying 94
Data Link Manager
creating 90
creating Oracle Client connections 77
Administrative Tools and Servers
Database
components of install 70
configuring for Oracle 139
Administrative users 90
creating Client connections 76
Administrative Workstation
creating connections to 72
defined 147
creating for remote office 132
Administrator
creating for Remote user 49, 125
configuring 15, 79
creating Oracle login 140
Administrator rights 9, 61
installing for remote office 134
Adobe Acrobat Reader 10, 62
Database Instance for Oracle 137
Advanced Outlook Integration 30, 104
Database Manager 147
activating 18, 85
Defect 147
requirements 11, 65
Departments 89
Agents 39, 113
DMP files 69
Application Architect
Documentation 2
defined 147
Documents folder 65, 147
Archives folder 134, 147
Automated installations 27, 101
E
B Employee options 93
Everyone
Bundles, defined 147
granting rights to 67
C F
Calendar options, user 98
FailedTrans 40, 114
Citrix 20, 86
Folders
Client system options, user 95
Database 66
Compatibility Checklist 2
documents 65
Concurrent users 147
FailedTrans 40, 114
Configuration file
Infiles and Outfiles 40, 114
example 145
library 65
features 143, 144
RemOffice Sync Logs 66
properties 143, 144
SyncService 66
Configuring
Folders, Sage SalesLogix
Administrator 15, 79
creating 66
Remote Office 131
granting rights to
Conflict resolution 84
everyone 67
ConfTran file 45, 121
sharing 67
Connection Manager
Folders, SalesLogix
creating Microsoft SQL Server 2000
granting rights to
connection 72
user groups 67
creating Microsoft SQL Server 2005
sharing 67
connection 73
Folders, SyncService 65
creating Oracle connection 75

Sage SalesLogix Implementation Guide v7.2 151

Index

FTP N
server settings 41, 44, 116, 119
Net Service Name, creating for Oracle 76,
setup 40, 114
138
site for Sage SalesLogix, configuring 40,
Network client 148
114
Network synchronization 39, 113
sync profile 39, 113
Network users
sync transfer profile 40, 114
adding to remote office 132
FTP synchronization 39, 113
Network, sync profile 39, 113
H O
HTTP
Office information
setup 43, 117
entering 16, 80
site for Sage SalesLogix, configuring 42,
support options 19, 85
116
Opportunities 148
sync transfer profile 43, 117
Options
accounting 19, 85
I configuring 17, 82
Import Wizard 148 configuring for users 25, 98
Importing Oracle database structure 140 conflict resolution 84
Indexes, SpeedSearch 81 database 17, 82
Infiles 40, 41, 44, 114, 115, 118, 134 Oracle
folder 148 configuring database 139
Installations, customizing 143 creating database login 140
Installing database files 69
Remote Client 50, 126 import database structure 140
Remote Office 133 Outfiles 40, 41, 44, 114, 115, 118
remote office database 134 Outlook
Sage SalesLogix Network Client 28, 102 integration requirements 11, 65
Sage SalesLogix Server 70 integration with Sage SalesLogix 18, 85
Internet Explorer 10, 62 prerequisite 11, 64
Outlook integration 30, 104
J
Join, defined 148 P
Password
L blank database 69
LAN Developer’s Reference 2 evaluation database 70
Library folder 65 Planning, for implementation 1
Licenses, adding 16, 80 Plugins 148
Logging on Processes
Sage SalesLogix applications 15, 79 defined 148
Login Profiles
creating for Oracle database 140 creating for user security 90
FTP synchronization 39, 114 Remote Office 131
Remote user, creating 48, 124
M support user 96
Mail client 10, 62 sync transfer for FTP 40, 114
MailClient 29, 103 sync transfer for HTTP 43, 117
MDAC 9, 61 Synchronization Service 119
MDF files 13, 69 user 93
Microsoft SQL Express 9, 61
Microsoft SQL Server R
databases 13, 69 Relational database management system
Microsoft SQL Server authentication 10, 63 (RDBMS) 149
Microsoft Word 10, 62 RemOffice Sync Logs folder 66
Monitor Console 46, 122, 148 Remote Client
creating profiles 48, 124
installing 50, 126

152 Sage SalesLogix Implementation Guide v7.2

 Index

Remote Office Sync transfer options

adding network users 132 remote office 131
configuring 131 Sync transfer profile
creating database 132 FTP 39, 113
defined 149 network 39, 113
installing 133 sync transfer profile
sync transfer options 131 HTTP 43, 117
Remote Office synchronization client Synchronization
starting 134 creating folders 66
Restricted user 12, 68 folder structure 66
Roles, administrative 90 Remote user options 48, 124
Rules, subscription 47, 123 Sync Logs Folder 65
Synchronization methods 39, 113
S Synchronization Server
Sage SalesLogix defined 149
applications, starting 15, 79 starting 45, 121
license for 16, 80 Synchronization Service
Sage SalesLogix OLE DB Provider 149 creating a profile 119
Sage SalesLogix Planning Guide 2 defined 149
Sage SalesLogix Remote Client SyncService Folder 65
defined 149
subscription 47, 123 T
synchronization options 48, 124 Tablespace 139
Sage SalesLogix Server TCP/IP requirements 9, 62
defined 149 Teams 149
installing 70 adding users 99
Sales creating 99
library folder 65 user options 98
Security 149 Templates 92
advanced 12, 68 Ticket 149
creating user profiles 90 Transaction Exchange Files
profile 149 defined 149
Sage SalesLogix 94 Transfer profiles for synchronization 39, 113
Security options, user 94 Trust relationship 63
Server settings
FTP 41, 44, 116, 119 U
Service options, user 96 User
Site code 149 security, Sage SalesLogix 94
SLXService user User groups
creating 62 granting rights to 67
defined 149 sharing folders 68
SLXSystem.exe 20, 86 Users
Sort orders adding to teams 99
setting 10, 63 administrative 90
SpeedSearch concurrent 147
configuring 81 configuring profiles 93
indexes 81 creating security profiles 90
Remotes 81 remote office 132
SpeedSearch Service 81 setting calendar options 98
Starting setting client system options 95
Sage SalesLogix applications 15, 79 setting employee options 93
Subscription 149 setting security options 94
manual account 48, 124 setting service options 96
overview 47, 123 setting team options 98
rules 47, 123
Sync Logs folder 149 V
creating 66 Virtual Private Network 39, 113
VPN 39

Sage SalesLogix Implementation Guide v7.2 153

Index

W Windows
sharing folders 68
Web Developer’s Reference 2
Windows authentication 10, 63
Web Implementation Guide 2
WinFax
Web Server 20, 86
Message Manager 29, 103
WGLogs folder 134
WinHelp engine 12, 65

154 Sage SalesLogix Implementation Guide v7.2