When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.
If you ever need to change the service account for Infor CRM software after you have set up Infor CRM, there are three places you need to change it.
If Xbar is consistently disappearing from Outlook, you can add values to the Windows registry to stop if from becoming disabled.
If you are running Infor CRM web client using separate app and web servers, you will need to make sure config file references are pointing to the application server.
If the Infor CRM client site will not display on a cloned web server, it may be necessary to set the IIS application pool identity to a local account, and then set it back to WebDLL.
You can create and manage the Groups that appear in Infor CRM software using the Manage Groups and Add Groups tools in the upper-right-hand corner of the entity's page in CRM web client.
If a user's account becomes locked in Infor CRM software, you will need to log on using the admin account to unlock it.
Infor CRM software is designed to handle the time zone without user intervention, but occasionally there are issues that force users to be aware of it.
The actual hardware specs needed by an Infor CRM server vary widely, depending on how it is used. But Infor does provide some recommendations.
Report can be run in Infor CRM software from the Reports link on the Nav Bar, and accessed in the History tab after they are run.
When a user no longer needs access to Infor CRM software, changing the User Type to Retired User will disable that user from logging in, free up the license, and preserve and references to that user in the database.
It is possible to use the custom installation option for Infor CRM Server to install individual components, such as the Connection Manager.
It is possible to clear the cache in the Infor CRM software LAN client by deleting certain Windows files and registry keys.
When using the browser-based version of Infor CRM software, it is sometimes necessary to clear the browser cache. For example, if Infor CRM is not displaying recent changes, clearing the cache will force it to reload from the server. The exact procedure depends on which browser you are using. If you are using Google Chrome, […]
In order to connect Infor CRM software to the database, you must set set up the Data Link in Connection Manager; and set up the connection to the Data Link in Data Link Manager.
In order to prepare a SQL server to run Infor CRM, you must set up a SQL login for CRM to use, and must link it with the sysdba user in the CRM database.
Documents attached to entities in CRM are stored in a folder on the server. \SyncLogs\Documents and \Synclogs\Library are the normal paths to use.
The path the SLX Job Service Portal is deployed to is set in Application Architect. This path much match the path listed in SLXJobService.exe.config.
The current version of Xbar handles all aspects of integration with Outlook, except for merge templates. Older Outlook integration products handled things differently.
If you are using Infor CRM 8.4.x, Xbar 1.4.0 is likely the best version to use. If you are using Infor CRM 8.3.x, Xbar 1.3.9 is the best version to use.