Installation and Configuration Assistance PSA Solution

Transcription

1 Assistance PSA for Microsoft Dynamics CRM 2011 Installation and Configuration Assistance PSA Solution Introduction Assistance PSA is a solution for Microsoft Dynamics CRM To be able to use this solution it will be imported in Microsoft Dynamics CRM After the import there are some configurations that must be made to be able to use the full functionality of the solution. This document describes the steps to be able to use the full functionality of the solution. System Requirements Besides the basic system requirements of Microsoft Dynamics CRM 2011 Assistance PSA has the following additional system requirements. - Microsoft Dynamics CRM 2011 On-premises or On-line. - Running CRM in a non-sandbox environment is not supported. - Exchange server 2007 or 2010 On-Premises or on-line* to be able to import Outlook appointments. - Microsoft Silverlight on client side to be able to use the Timesheet option. *Importing Outlook appointments uses the so called EWS services of Exchange. As these services are not accessible with the Kiosk subscriptions of Office 365, K1 and K2, this functionality cannot be used with those subscriptions. Also it s not possible to connect to an Exchange environment using ADFS. 1

2 Importing the Assistance PSA solution New Installation Before the Assistance PSA solution can be imported there needs to be a Microsoft Dynamics CRM 2011 environment. The solution can be installed within Microsoft Dynamics CRM 2011 On-line or On-premises. Running an On-premises environment in a non-sandbox environment is not supported. Download the latest version of the Solution from our website. Please contact our sales department for the login credentials. Start Microsoft Dynamics CRM Go to Settings Solutions Select Import and select the downloaded solution. After the file is uploaded the next screen appears. 2

3 Press Next Within the next screen select the option Activate any processes and enable any SDK message processing steps included in the Solution. NOTE! Do not select this option if you want to import some (demo) data after the solution is imported. See section Assistance PSA initial data load for more information. 3

4 Press Next. The solution will now be imported. After the import a summary screen will appear. Press Close to close the screen. Reload CRM, or press F5, to make the solution visible. 4

5 Update Installation steps for updating the current solution of Assistance PSA: - If you have a CRM 2011 on-premise environment create a backup of the current CRM Database. - To import the solution goto Settings Solutions and select Assistance PSA. Select Import and select the downloaded solution. After the file is uploaded the next screen appears. 5

6 Press Next Within the next screen select the option Activate any processes and enable any SDK message processing steps included in the Solution. NOTE! Leave the Recommended setting Maintain customizations if you have made customizations on components included in the solution. 6

7 - After the import open the "PSA Settings" Form. Select the option "Implement Update" in the System section and save the record. NOTE! If you are using a version of Assistance PSA solution before please contact our support department support@assistancesoftware.com 7

8 Assistance PSA initial data load After the Assistance PSA solution is imported in Microsoft Dynamics CRM it s possible to load initial import data. This way the implementation process for the customer can be speeded up by importing for example project templates that you created earlier in another environment. When you are going to import data we recommend to not select the option Activate any processes and enable any SDK message processing steps included in the Solution when you import the Assistance PSA solution. If you have already enabled this option when the solution was imported the SDK s can be disabled. To do this go to Settings Customizations Customize the System. Select SDK message processing steps on the left and then select all the steps. Now press the Deactivate button to deactivate the steps. After the data has been imported the SDK message processing steps can be activated as described above but now using the Activate button. For more details about initial importing data see the documentation PSA Initial Data Load. 8

9 Request Assistance PSA License key After the import of the solution, Assistance PSA requires a license key to activate its functionality. Go to Settings PSA Settings and press New. For the request of a license key you can click immediately on Save. In the License section the fields Name and Organization Id will be populated. Copy the string of the field Organization Id in an and send this to Sales@assistancesoftware.com. Example Organization Id: c3e6069f-0044-e011-91fc-00155d You will receive a License key containing, the License Type, Environment, Full Licenses count, Limited License count and License End Date. 9

10 Example License Key rqo6firf5avush9ojbqawnmzgui1legdydccegac0bsjnmru2+cu8kn6tlyuhhhfmutyxz G5aKy5c324RX3aShK0La+eTAhHNzn8ERqE7//iuZsAF/IQMIQeENyFZMrfXkwJ5FivBtySiGU xpcmvca== Copy the complete License Key string into the field License Key and save (not close) the record. Read and accept the activated EULA. Now the record can be saved and closed. Create Assistance PSA Users. After the Assistance PSA license key is activated Microsoft Dynamics CRM users can be made Assistance PSA users. To do this go to Settings PSA Users. Now the Microsoft Dynamics CRM users that will also be Assistance PSA users can be selected one by one. NOTE! Assistance PSA users that are not allowed to, for example create invoices, must get a security role in which creating invoices is disabled. It is advised to add predefined PSA security roles to the users. Outlook integration To be able to use the Outlook retrieval option within Timesheet the system must be able to connect to the company s Exchange Server running Exchange 2007 or NOTE! It s also possible to connect to an on-line Exchange Server. For the exact details about configuring Assistance PSA for Outlook integration see the documentation Configure Assistance PSA Timesheet Outlook retrieval. Internet Explorer settings. To be able to create invoices from the Project entity without warning messages add the url of your CRM (on-line) environment to your security settings of the Local Intranet of Internet Explorer. 10

11 PSA integration services To be able to transfer financial data from Assistance PSA to a financial system the Assistance PSA Integration services can be used. PSA Integration Services offers a portal to PSA via xml. PIS is a scheduled program that generates xml invoice files and reads xml Invoice Amount Paid files. In the document PSA Integration Services the installation and functional design is described. 11

12 Known Issues CRM Authentication CRM keeps asking for user credentials when the CRM Application Pool Identity is configured to run as a specific user identity. Possible solution: Enable IIS Kernel-mode authentication. 12

13 Quick steps - Install Microsoft Dynamics CRM 2011 (On-line or On-premises) - Import the latest Assistance PSA solution. - Initial Data load (Optional) - Request Assistance PSA License Key - Create Assistance PSA Users - Outlook Integration - Internet Explorer settings - PSA Integration Services 13