Use Application Architect to Create a File System Deployment in Infor CRM
When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.
How to Change the Service Account Used by Infor CRM
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.
Prevent Outlook from Disabling Infor CRM Xbar
If Xbar is consistently disappearing from Outlook, you can add values to the Windows registry to stop if from becoming disabled.
Edit Infor CRM Web Config Files to Reference Application Server
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.
IIS Application Pool Issue when Cloning Infor CRM Web 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.
Creating Groups in Infor CRM
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.
Unlock User Accounts in Infor CRM Software
If a user's account becomes locked in Infor CRM software, you will need to log on using the admin account to unlock it.
Time Zones in Infor CRM Software
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.Â
Required Server Specs for Infor CRM
The actual hardware specs needed by an Infor CRM server vary widely, depending on how it is used. But Infor does provide some recommendations.
How to Run a Report in Infor CRM Web Client
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.
Retired Users in Infor CRM
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.
How to Install Individual Components of Infor CRM Server
It is possible to use the custom installation option for Infor CRM Server to install individual components, such as the Connection Manager.
How to Clear the Local Cache in Infor CRM LAN Client
It is possible to clear the cache in the Infor CRM software LAN client by deleting certain Windows files and registry keys.
How to Clear the Cache in Infor CRM
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, […]
Set Up a Database Connection in Infor CRM
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.
Sysdba SQL login for Infor CRM Database
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.
Where Does Infor CRM Store Documents?
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.
How to Set or Change the Location of the Job Service Portal
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.
A Look Back at Infor CRM Xbar and Previous Versions of Outlook Intergration
The current version of Xbar handles all aspects of integration with Outlook, except for merge templates. Older Outlook integration products handled things differently.
Xbar Compatibility with Infor CRM versions
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.
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