Installationguide

Related Dokuments and Videos: Videos, Getting started with proRM.pdf

1. How to get proRM 2013
2. CRM 2011 Requirements
3. Import proRM 2013 into an empty CRM 2011
   1. Installation
   2. Check the Solutionimport
4. Update proRM 2013 in a CRM 2011, where proRM Basic 2013 is Installed
   1. Update
   2. Check the Solutionimport
5. Import your proRM 2013 Licenses
6. Create a proRM-Employee

How to get proRM 2013

Download from the proRM Homepage

You can register for your free 5 Users license on our proRM Homepage.
Please register with the Displayname of your Organization. (HowTo is also described
in our Wiki)

• Solution on our Homepage

Download from Pinpoint

• Solution on Pinpoint

Download from FTP

• Solution on our FTP-Server

CRM 2011 Requirements

• CRM Systemadministrator Security Role
• Running Microsoft Dynamics CRM-System (OnPremise, Online, IFD)
• English should be enabled in your CRM-System
• Displayname of your CRM-Organization)

Import proRM 2013 into an empty CRM 2011

Installation

1. Unzip your downloaded proRM 2013 ZIP-File and read the Instructions carefully(Readme.txt)
2. Open your CRM in the Internet Explorer
3. Goto "Settings"
4. Goto "Solutions"
5. Click Import
   
6. Choose the Location of your extracted proRM 2013 Solution
7. Upload ZIP-File by clicking next
   
8. Activate every Solutionprocess
9. Start the Solutionimport
   
10. Wait for the completion of the importprocess.
    

Check the Solutionimport

After importing proRM 2013 every processed step is displayed in a logwindow. This Information can be
saved and used with Excel for finding Warnings or Installationproblems.

Close the Importwizard and refresh your browser, proRM 2013 is now installed and ready to use.

Update proRM 2013 in a CRM 2011, where proRM Basic 2013 is Installed

Update

1. Unzip your downloaded proRM 2013 ZIP-File and read the Instructions carefully(Readme.txt)
2. Open your CRM in Internet Explorer
3. Goto "Settings"
4. Goto "Solutions"
5. Click Import
   
6. Choose the Location of your extracted proRM 2013 Solution
7. Upload ZIP-File by clicking next
   
   1.1 The CRM-System displays a Updatebox with information
   
8. Activate every Solutionprocess
9. Select "Overwrite customizations" to ensure a full update
   
10. Wait for the completion of the importprocess.
    

Check the Solutionimport

After importing proRM 2013 every processed step is displayed in a logwindow. This Information can be
saved and used with Excel for finding Warnings or Installationproblems.

Close the Importwizard and refresh your browser, proRM 2013 is now installed and ready to use.

Import your proRM 2013 Licenses

1. Goto "Settings"
2. Goto "License Manager"
   
3. Click "Import"
4. Click "Add new License"
   
5. Choose your XML-License File attached to your proRM 2013 registration Mail
   
6. Assign or Create a Specific Security Role, to restrict the usage by your CRM-Employees
   
7. The imported License is valid for the Business Unit, which was used for creation of the license (Displayname entered during registration)
   1. For the usage with more than one Business Unit, an ownstanding License is needed. (e.g.: Your Company Ltd. is divided into Division A and Division B; for each Division a License is needed)
   2. Every Imported Module get a Security Role (So it's possible to use only 5 Controlling Modules by more CRM-Users available in the System)
      
8. Click "Import" to proceed and check if it was succesfull
   
9. After Import is done check the License Status Reason to ensure the License is valid
   

{{warning:==> Replace Screen 9 or Blank the LicenseKey}}

For more Information about the Licensemanager and the shown Fields it is described in the Licensemanager page.

Create a proRM-Employee

1. Goto "Projects & Resources"
2. Goto "Employees"
   
3. Create a new proRM-Employee
   
4. Enter the requested Data
5. Save
6. Open the assigned CRM-User
   
7. Goto "Security Roles"
8. Click "Manage Roles"
   
9. Assign the created Security Roles used for the proRM 2013 Licensing
   
10. Save & Close