Question:
We are currently running Saleslogix v 6.2.6.1007. Our Saleslogix server and databases are running on one server with users connecting via Citrix from another server. These two servers are located on different domains and when a user tries to attach a file to a contact they receive an error message indicating that they are ‘unable to save file to specified directory’. I’ve modified the sharing and security settings for the SLXDocuments to allow Everyone access to this folder. However, this still doesn’t work and they are still unable to attach a file to a contact.
Is there any way to manipulate the attachment code or the user’s login information to think that it’s connected to the server where the SLXDocuments share is?
Answer:
The file attachment (for Network clients) is just a File Copy.
So, before you digg further into SalesLogix, you need to treat it as a Network/Permissions issue.
– Log into a Citrix Server as one of the Users having Issues (even if you are App Publishing, log into a Full Desktop).
– From the Desktop session, open an Explorer window and type in the UNC for the Attachments path. e.g. \SERVERSLXDocuments
If you have trouble opening the folder, troubleshoot the issue until you can open it:
* Name Resolution
* Share Access
* Folder/File Permissions
– Once you have access to the folder, try copying a file from the Desktop into the folder.
– If you cannot copy a file into it, adjust permissions until you could.
Also, while troubleshooting, make sure that you do not map onto the share with Alternate credentials. If you do so, make sure you clear all Open Connections with those permissions (use net use to view and clear any connections).
Once you have verify that this user is able to do so from Windows Explorer, open SalesLogix and verify that he can attach from the application.
And, once you have verified that it can be done from the Application running on a Full Desktop, fall back to the Published app (if you are using Published apps) to verify.
