Tag: How-To

Safely Shrink the Size of the Infor CRM SQL Log File

by Dan Ramsey | Oct 15, 2021 | Infor CRM

You can use the SQL console or a SQL command to shrink a Infor CRM SQL database log file that has grown too large, but be sure to back up the database first.

Manage SQL Logs in Infor CRM Database

by Dan Ramsey | Sep 28, 2021 | Infor CRM

As I mentioned in last week’s post, using the Full recovery model in SQL in an Infor CRM database would prevent some data loss in the event of a database failure, but would require more careful management of the SQL logs. In today’s post, I will expand on that. When using the Full recovery model […]

SQL Recovery Models and Infor CRM

by Dan Ramsey | Sep 21, 2021 | Infor CRM

In the SQL database for Infor CRM, you can set the recovery model to Simple or Full.

User Passwords in Infor CRM

by Dan Ramsey | Sep 8, 2021 | Infor CRM

Password options is Infor CRM can be accessed by going to Tools > Options in the Administrator program, while a specific user's locked login may be unlocked by right clicking on that user and choosing Reset User Logins.

Mail Merge Templates in Infor CRM Web Client with Office Integration

by Dan Ramsey | Jun 3, 2021 | Infor CRM

It is possible to create or edit mail merge templates in Infor CRM through the web client's Write menu.

Mail Merge in Infor CRM Web Client using Office Integration

by Dan Ramsey | May 26, 2021 | Infor CRM

Use the Write menu installed with Office Integration to run mail merge in Infor CRM web client.

Install Office Integration to Add Mail Merge Functionality to Infor CRM

by Dan Ramsey | May 19, 2021 | Infor CRM

Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.

Infor CRM Connection Troubleshooting: Admin Configuration

by Dan Ramsey | May 5, 2021 | Infor CRM

In order for Infor CRM to function properly, Windows authentication must be enabled both globally and for the Admin user, and the Infor CRM Admin account must be linked to the Windows account used as the CRM service account.

Infor CRM Connection Troubleshooting: Ports

by Dan Ramsey | Apr 20, 2021 | Infor CRM

In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.

Infor CRM Connection Troubleshooting: sysdba SQL login settings

by Dan Ramsey | Mar 31, 2021 | Infor CRM

In order for the connection the CRM database to work, sysdba specifically needs to have only the public user role, and have Master as the default database.

Infor CRM Connection Troubleshooting: Setting Persist Security Info in the Data Link

by Dan Ramsey | Mar 25, 2021 | Infor CRM

When editing the Data Link in Infor CRM, any change to the Connection tab will reset Persist Security Info on the All tab to False.

Another Technique for Manual Install of Xbar

by Dan Ramsey | Jan 12, 2021 | Infor CRM

If Xbar refuses to install on a new computer, it may be possible to install Xbar by copying the entire folder and registering the slxotl32.dll file.

Manual Install of Infor CRM Xbar when Normal Install Fails

by Dan Ramsey | Dec 22, 2020 | Infor CRM

In the event of a failed install, it may be possible to add Xbar to Outlook manually.

Use Application Architect to Create a File System Deployment in Infor CRM

by Dan Ramsey | Nov 18, 2020 | Infor CRM

When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.

Prevent Outlook from Disabling Infor CRM Xbar

by Dan Ramsey | Nov 4, 2020 | Infor CRM

If Xbar is consistently disappearing from Outlook, you can add values to the Windows registry to stop if from becoming disabled.

IIS Application Pool Issue when Cloning Infor CRM Web Server

by Dan Ramsey | Oct 23, 2020 | Infor CRM

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

by Dan Ramsey | Oct 14, 2020 | 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

by Dan Ramsey | Oct 8, 2020 | Infor CRM

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

by Dan Ramsey | Oct 6, 2020 | Infor CRM

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. 

How to Run a Report in Infor CRM Web Client

by Dan Ramsey | Sep 18, 2020 | Infor CRM

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.