Installing a Saleslogix Web Bundle

I realized that we didn’t have any sort of simple write up of how to install a Saleslogix web bundle, so for my post this month, I thought I’d list the steps in a typical installation with screenshots.  Most of these screenshots are from an 8.0 system, but the process should be the same in older versions of Saleslogix.

 

In Application Architect, Right-click on the VFS in the Project Explorer and Select “Install Bundle”.

 

 This will launch the Select bundle view.  Select the bundle you want to install and click Next.

 

 This will bring you to the Select items view.  This view displays all the items included in the bundle.  Conflicting items (items being replaced) are listed in Red.  Individual items can be skipped during the installation by un-checking the box next to an item.  Click “Next” when ready to install.

 

 Now the items in the bundle will be installed to Saleslogix.  Click “Finish” on the Installation view when complete.

 

 After the installation is complete, it will be necessary to build and deploy the website in order to make the new functionality available to end users. You can build the site by selecting “Build Web Platform” under the build menu in Application Architect.

 

The web platform will now be built, showing information in the output window at the bottom of the screen.  This will take a few minutes at least.  If there are any errors during the build process, they will come up in the output window and the build will fail.

 

 When the build is complete, you will need to deploy the web site to make the modifications available to your users.  Deploying, when complete, will force users currently in SalesLogixd to log back into the system.  You may want to wait to deploy until after hours, or untill there is minimal traffic on your database.

To Deploy, you will need to expand the Deployments node in the Deployment Explorer and Double-Click core portals.

 

 This will open the Core Portals window.  With SLXClient select in the Deployment Targets, click the “Deploy” button on the IIS Portal Configuration panel.

The Deployment will also take a few minutes to complete.  After the deployment is finished, users can log back into the system and new functionality should now be available.

 

That is all there is too it.  Thanks for reading!

ABOUT THE AUTHOR

Jason Buss

Jason is a senior application developer with Customer FX.

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