Pivotal CRM 6

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October 2008
Pivotal
®
CRM 6.0
Installation Cheat Sheet
Pivotal
®
CRM 6.0 Installation Cheat Sheet
First Edition
October 2008
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Pivotal CRM 6.0 - A Cheat Sheet
Pivotal CRM 6.0
Installation Cheat Sheet
1
Pivotal CRM 6.0 - A Cheat Sheet
Use the procedures listed here to quickly install and preview Pivotal CRM 6.0 and its
features in a test or development environment.
Must Do Before Deploying Pivotal CRM 6.0

For a simple and quick deployment of Pivotal CRM 6.0, you will need at least two
servers:

A Deployment Server, on which all components of Pivotal CRM 6.0 will be
installed.

A SharePoint Server, on which you can install any one of the following
SharePoint software:
•Windows SharePoint Services 3.0
•Windows SharePoint Services 3.0 Service Pack 1
•Enterprise Edition of Office SharePoint Server 2007
Windows SharePoint Services 3.0 is available as a free download from
Microsoft.

Install the required Operating System, applications and service packs. Figure 1
on page 1 provides a snapshot of the required operating systems and applications
to run Pivotal CRM 6.0.
Figure 1 Required operating systems and applications to be installed prior to Pivotal CRM deployment in a test/
development environment
Warning! Do not use these instructions for your actual deployment. For your corporate
deployment, consider the scenarios and options presented in the Pivotal CRM 6.0
Installation and Deployment Guide and choose what works best for your organizational
needs.
Warning! Ensure that you do not deploy SharePoint software and Pivotal Business Server 6.0 on the
same server. This type of Production Environment is not supported.
•Windows 2003 Server SP2
•IIS 6.0
•Microsoft Office 2003 SP3/Microsoft Office 2007 SP1
•SQL Server 2005 Service Pack 2
•Microsoft XML Parser 6.0 Service Pack 1
•Windows 2003 Server SP2 32-bit
•IIS 6.0
•Microsoft .NET Framework 3.5
•Windows SharePoint Services 3.0/SP1/
Enterprise Edition of Office SharePoint Server
2007
Required OS and applications with SPs
to be installed on the Deployment
Server
Required OS and applications with SPs
to be installed on the SharePoint Server
Pivotal CRM 6.0 - A Cheat Sheet
2 Pivotal CRM 6.0
Installation Cheat Sheet
Before you install Pivotal CRM 6.0 components, you must:

Uninstall earlier versions of Pivotal components before installing Pivotal CRM 6.0.
See Uninstalling existing Pivotal CRM components on page A-1 for more
information.

Set Web Services Extensions - Active Server Pages in Internet Information
Services (IIS) Manager to “Allow” instead of "Prohibit". See Setting ASP Web
Service Extensions to “Allow” on page A-1 for more information.

Specify security configuration in MSDTC tab in Component Services to allow
Network DTC Access on the deployment server as it hosts SQL Server. See Figure
2 on page 2.
Figure 2 Setting security configuration in MSTDC tab
Note: It is assumed that you have a designated working Exchange Server. For details on other system
requirements, see Chapter 2, System Requirements, in the Pivotal CRM 6.0 Installation and
Deployment Guide.
Note: If any changes are made to the security settings as displayed in Figure 2 on page 2, restart your computer
for these changes to take effect.
Pivotal CRM 6.0 - A Cheat Sheet
Pivotal CRM 6.0
Installation Cheat Sheet
3
Installing Pivotal CRM 6.0
Use the zip files listed in Table 1 on page 3 for a quick deployment of Pivotal CRM
6.0.
Download the zip files available on the Product Downloads area at CDC Software
Customer Portal and Partner Portal at http://login.pivotal.com.
For a quick installation of Pivotal CRM 6.0, do the following:
1
Install Pivotal CRM 6.0 Prerequisites by running Pivotal CRM 6.0 Prerequisites.exe
from PREREQ60.zip. See Installing Pivotal CRM 6.0 Prerequisites on page A-2 for
more details.
2
Install Pivotal SyncStream 6.0 by running Setup.exe from PSS60.zip. See
Installing Pivotal SyncStream 6.0 on page A-3 for more details.
3
Install Pivotal Business Server 6.0 by running setup.exe from PBS60.zip. Select
Server options and after installation, remember to set a valid user account on the
identity tab of Pivotal Business Server Properties in Component Services. See
Installing Pivotal Business Server 6.0 on page A-3 for more details.
4
Install Pivotal Toolkit 6.0 by running setup.exe from TK60.zip. See Installing Pivotal
Toolkit 6.0 on page A-4 for more details.
5
Install Sentinel RMS Development Kit Server 6.0 from PLM60.zip. See Installing
Sentinel RMS Development Kit Server on page A-4 for more details.
6
Install Pivotal License Manager 6.0 from PLM60.zip. See Installing License Manager on
page A-5 for more details.

Note: During the installation procedure, provide a User account that has Administrator privileges on
both the Deployment and SharePoint Servers. For more information on security permissions for
your Corporate deployment, see Pivotal CRM 6.0 Installation and Deployment Guide.
Table 1 Zip files of the products that are available for download
To install
Download
Pivotal CRM 6.0 Prerequisites
PREREQ60.zip
Pivotal SyncStream 6.0
PSS60.zip
Pivotal Business Server 6.0
PBS60.zip
Pivotal Toolkit 6.0
TK60.zip
Pivotal License Management 6.0
PLM60.zip
Pivotal CMS 6.0.1
CMS601.zip
CDC Software Client Framework
r2.7
SCF27.zip
Pivotal Client 6.0
PC60.zip
Pivotal Integration 6.0 for
Microsoft Outlook
PIM060.zip
Pivotal Portal Resources 6.0
PC60.zip
Note: During PLM installation, provide the credentials for a domain account under which PLM will run.
Pivotal CRM 6.0 - A Cheat Sheet
4 Pivotal CRM 6.0
Installation Cheat Sheet
7
Configure License Server and add License Files. See Configuring License Server
and Adding License Files on page A-6 for more details.
8
Install Pivotal CMS 6.0.1 from CMS601.zip. See Installing Pivotal CMS 6.0.1 on
page A-7 for more details.
9
On SQL Server, create three databases CM, BM and ED. Create an ODBC
connection for each database. See Creating databases on page A-8 for more
details.
10
Create Production and Customization Pivotal CRM Systems using Pivotal System
Manager. See Creating Pivotal CRM systems on page A-9 for more details.
11
Create separate FilePath folders for the Production and Customization Systems,
and specify the location of the folders in the Properties dialog box of each Pivotal
CRM system.
12
Restore both Production and Customization Pivotal CRM modules using Pivotal
Administration Console (PAC). See
Restoring CMS RDFs on page A-9 for more
details.
13
Create users in the Pivotal CRM System that will be accessing Pivotal Client.
See Creating Users on page A-9 for more details.
14
Set the Licenses on the Production system in Pivotal Administration Console. See
Setting Licensing Information on page A-10
for more details.
15
Assign licenses to Pivotal users in the Pivotal Administration Console. See
Assigning Licenses to Users on page A-11 for more details.
16
Install CDC Software Smart Client Framework 2.7 from SCF27.zip.See Installing CDC
Software Smart Client Framework on page A-11 for more details.
17
Install Pivotal Client 6.0 from PC60.zip.See Installing Pivotal Client 6.0 on page
A-12 for more details.
18
Install Pivotal Integration 6.0 for Microsoft Outlook from PIM060.zip. Also verify if
security permissions for Client connection type are set for the desired security
group. See Installing Pivotal Integration 6.0 for Microsoft Outlook on page A-12
for more details.
19
Install components on the SharePoint server listed in Figure 1 on page 1 and
configure SharePoint server. Install Pivotal Portal Resources 6.0 from PC60.zip
folder.
Warning! For Pivotal Client to work properly and to avoid errors while deploying Pivotal CRM 6.0, you must
install the remaining components in the order given below:
1.CDC Software Client Framework 2.7
2.Pivotal Client 6.0
3.Pivotal Integration 6.0 for Microsoft Outlook
Warning! While uninstalling Pivotal Client 6.0, remember to uninstall Pivotal Integration 6.0 for Microsoft Outlook
before uninstalling Pivotal Client 6.0. For more information, see Uninstalling existing Pivotal CRM
components on page A-1.
Pivotal CRM 6.0 - A Cheat Sheet
Pivotal CRM 6.0
Installation Cheat Sheet
5
See Installing and Configuring the SharePoint Portal on page A-12 for more
details.
20
In the deployment server, set the Portal Server on the Portal Server tab in Pivotal
System Properties on the PAC. See Figure 3 on page 5. Use the displayed URL
that is noted in Step 8F of the section Installing and Configuring the SharePoint
Portal on page A-12.
Figure 3 Portal Server tab in Pivotal System properties on the PAC
21
In Pivotal Administration Console of deployment server, restore Portal Pages on
the Production system using CMS Portal Pages.ppf found in the..\CDC
Software\PivotalCRM\CMS 6.0.1\Portals folder. See Restoring Portal Pages on
page A-15 for more details.
22
Double-click Internet Explorer and browse to the deployment server. The format
of the URL is: http://<deployment server>/iaf/smartupdater/clickonce/
default.htm where <deployment server> is the name of the deployment server.
23
If prompted for a restart, manually restart your computer and perform Step 22
again.
24
Click the arrow button to start Pivotal Client.
The main Pivotal Client window is displayed with the out-of-the-box CMS
navigation components.
Figure 4 on page 6 displays the components required on the Deployment and
SharePoint Server for a quick installation of Pivotal CRM.
Note: Do not install Pivotal Portal Resources 6.0 on an x64-bit operating system.
Pivotal CRM 6.0 - A Cheat Sheet
6 Pivotal CRM 6.0
Installation Cheat Sheet
Figure 4 Components required on the Deployment and SharePoint Server for a quick installation of Pivotal CRM
in a test/ development environment
•SQL Server 2005 Service Pack 2
•Microsoft XML Parser 6.0 Service Pack 1
•Windows 2003 Server SP2
•Microsoft Office 2003 SP3 /Microsoft Office 2007 SP1
•Pivotal CRM 6.0 Prerequisites
•Pivotal SyncStream 6.0
•Pivotal CMS 6.0.1
•Sentinel RMS Development Kit Server 6.0
•Pivotal License Manager 6.0
•Pivotal Business Server 6.0
•Pivotal Toolkit 6.0
•CDC Software Client Framework 2.7
•Pivotal Client 6.0
•Windows SharePoint Services 3.0/
SP1/Enterprise Edition of Office
SharePoint Server 2007
•Windows 2003 Server SP2 32-bit
•Microsoft .NET Framework 3.5
•Pivotal Portal Resources 6.0
Components installed on the
Deployment Server
Components installed on
the SharePoint Server
Appendix
Pivotal CRM 6.0
Installation Cheat Sheet
A-1
Appendix
The sections provided in this chapter provides required details to help you with
installing Pivotal CRM components mentioned in the cheat sheet chapter. The
sections in this chapter are linked from the steps in the cheat sheet chapter.
Uninstalling existing Pivotal CRM components
Uninstall any existing Pivotal components on the computer before installing Pivotal
CRM 6.0 components.
1
Do one of the following:

Uninstall Pivotal Client from Programs > CDC Software > Pivotal CRM >
Uninstall Pivotal CRM. This uninstalls Pivotal Integration 6.0 for Microsoft
Outlook as well.

Go to Add or Remove Programs, uninstall Pivotal Integration 6.0 for Microsoft
Outlook followed by Pivotal Client and then CDC Software Client Framework.
2
Uninstall all other Pivotal components from Add or Remove Programs.
To ensure if CDC Software Client Framework is uninstalled, check whether the Smart
Updater folder exists in the following locations:

..\Program Files\CDC Software

..\Documents and Settings\<user name>\Start Menu\Programs\CDC Software

..\Documents and Settings\<user name>\Local Settings\Application Data\CDC
Software
If the folder exists, delete it manually in Windows Explorer.
Back
Setting ASP Web Service Extensions to “Allow”
1
Click Start > Programs > Administrative Tools > Internet Information Services
(IIS) Manager.
2
Expand your computer name and click Web Service Extensions.
3
In the Web Service Extensions details pane, select Active Server Pages (ASP) and
click Allow as shown in Figure A-1 on page A-2.
4
Close the IIS Manager window and restart the IIS.
Note: Clean up registry and delete any references to Smart Updater or search and delete
HKEY_CURRENT_USER\Software\CDC Software\ and HKEY_LOCAL_MACHINE\SOFTWARE\CDC
Software before proceeding with Pivotal CRM 6.0 installation.
Appendix
A-2
Pivotal CRM 6.0
Installation Cheat Sheet
Figure A-1 Active Server Pages with Allowed Status
Back
Installing Pivotal CRM 6.0 Prerequisites
1
Extract the contents of the PREREQ60.zip file to any folder on the deployment
server.
2
Browse to the folder with the contents of the PREREQ60.zip file and double-click
the Pivotal CRM 6.0 Prerequisites.exe file.
3
In the Pivotal CRM 6.0 Prerequisites - Install Shield Wizard, click Next.
4
Accept the license agreement and click Next.
5
Click Next > Click Install > Click Finish.
The Pivotal CRM 6.0 Prerequisites.exe installs the following:

Microsoft VSTO 2005 Second Edition Runtime

Microsoft .NET Framework 3.5

Visual C++ 9.0 ATL/CRT redistributable

Microsoft Office Primary Interop Assemblies for Outlook 2003 or Outlook 2007
The Pivotal CRM 6.0 Prerequisites installation also adds a new MAPI Message Store
Provider (Pivotal CRM) to the MAPISVC.INF. The Message Store Provider can be
added as a Data File to the Outlook profile to view Pivotal CRM Contacts, Leads, or
Partners in Outlook.
Back
Appendix
Pivotal CRM 6.0
Installation Cheat Sheet
A-3
Installing Pivotal SyncStream 6.0
1
Extract the contents of the PSS60.zip file to any folder on the deployment server.
2
Browse to the folder with the contents of the PSS60.zip file and double-click the
Setup.exe file.
3
Select the Pivotal SyncStream 6.0 check box, and then click Install > In the
InstallShield Wizard click Next.
4
Select the option to accept the license agreement and click Next.
5
Type the User Name and Organization. Select the option to either install the
application for all users or only the logged on user, and then click Next.
6
Select Server Components, and then click Next.
7
Select ANM Service only.
8
Click Next > click Next to install to the default location. Provide the domain name,
user name, and password for the user account.
9
Click Next > Install > Finish when the installation is complete.
Back
Installing Pivotal Business Server 6.0
1
Extract the contents of the PBS60.zip file to any folder on the deployment server.
2
Browse to the folder with the contents of the PBS60.zip file and double-click the
setup.exe file to install Pivotal Business Server.
3
Accept the license agreement, and then click Next.
4
Click Next in the Warning dialog box.
5
In the Setup Type dialog box, select the Server option.
6
In the Custom Setup dialog box, select “This feature will be installed on local hard
drive” from the Pivotal Business Server drop-down list.
7
Click Next and proceed.
8
Click Install to begin the installation. Click Finish when the installation is
complete.
9
Set a valid user account on the identity tab of Pivotal Business Server Properties.
To set user account, do the following:
a. Click Start > Programs > Administrative Tools > Component Services.
b. Expand Component Services > Computers > My Computer > COM+
Applications > Pivotal Business Server.
c. In Pivotal Business Server Properties, click Identity and select ‘This User’.
d. Provide user credentials and click OK. See Figure A-2 on page A-4.
Appendix
A-4
Pivotal CRM 6.0
Installation Cheat Sheet
Figure A-2 PBS user account
Back
Installing Pivotal Toolkit 6.0
1
Extract the contents of the TK60.zip file to any folder on the deployment server.
2
Browse to the folder with the contents of the TK60.zip file and double-click
setup.exe.
3
In the InstallShield Wizard dialog box, click Next.
4
Accept the license agreement, and then click Next.
5
Click Next in the Warning dialog box. The installation program will uninstall any
previous version of Windows Access or Toolkit.
6
In the Custom Setup dialog box, select ‘This feature will be installed on local hard
drive’ from the Pivotal Toolkit drop-down list.
7
In the ‘Ready to Install the Program’ dialog box, click Install.
8
Click Finish. Toolkit is installed.
Back
Installing Sentinel RMS Development Kit Server
1
Extract the contents of the PLM60.zip file to any folder on the deployment server.
2
Browse to the folder with the contents of the PLM60.zip file, open the License
Server folder and double-click setup.exe.
Note: This account should have access to Pivotal BM and ED databases which is discussed in the section on
Creating databases.
Appendix
Pivotal CRM 6.0
Installation Cheat Sheet
A-5
3
In the Sentinel RMS Development Kit Server - InstallShield Wizard window, click
Next> Accept the license agreement and click Next.
4
Type the user name and organization. Select the option to install the application
for all users or only the logged on user, and then click Next.
5
The destination folder to which Sentinel RMS Development Kit Server will be
installed is displayed as C:\Program Files\Common Files\SafeNet Sentinel. The
destination folder cannot be changed. Click Next.
6
Select the Complete option to install all components and then click Next.
7
Click Install to begin the installation and click Finish when the installation is
complete.
Back
Installing License Manager
1
Extract the contents of the PLM60.zip file to any folder on the deployment server.
2
Browse to the folder with the contents of the PLM60.zip file, open the PLM folder
and double-click the setup.exe file.
3
In the Pivotal License Manager 6.0 - InstallShield Wizard dialog box, click Next>
Accept the license agreement >click Next.
4
Select Complete and then click Next to install Pivotal License Manager to the
default directory.
5
Click OK > Click Next.
6
Type the domain name, user name, and password of the user account under
which Pivotal License Manager is to be run, and then click Next.
7
Ensure that this user account has write access rights to the Business Module and
Enterprise Data databases. You can also specify the domain name, user name,
and password in the Internet Information Services (IIS) Manager window after
installing Pivotal License Manager.
8
Click Install > Click Finish when the installation is complete.
9
Pivotal License Manager is installed. The installation also creates a
LicenseManager virtual directory under the Default Web site in Internet
Information Service (IIS). Integrated Windows Authentication is used for the
PLicenseManager virtual directory.
10
Click Programs > Administrative Tools > Internet Information Services (IIS)
Manager. In the Internet Information Services (IIS) Manager window, expand the
name of the license server computer > expand Application Pools. Right-click
PLicenseManager and click Properties.
11
In the PLicenseManager Properties dialog box, click the Identity tab. Ensure that
the Configurable option is selected, and that the correct logon credentials have
been provided.
Back
Appendix
A-6
Pivotal CRM 6.0
Installation Cheat Sheet
Configuring License Server and Adding License Files
To configure License Server, define the environment variable called LSHOST. Its value
should be the NETBIOS name of the license server machine. This will stop incorrect
license information from appearing in PAC. Do the following:
1
Go to Control Panel > System > In the System Properties dialog box, click the
Advanced tab > click Environment Variables.
2
In the Environment Variables dialog box, click New in the System variables area.
3
In the New System Variable dialog box, type LSHOST in the Variable name box,
<machine name> in the Variable value box.
4
Click OK. The environment variable is defined. See Figure A-3 on page A-6.
Figure A-3 Setting Environment Variables
5
Click Programs > Administrative Tools > Internet Information Services (IIS)
Manager. In the Internet Information Services (IIS) Manager window, expand the
name of the license server computer > expand Application Pools.
6
Right-click the PLicenseManager application pool and select Stop. Stop the Pivotal
LicenseManager Application Pool.
7
Click Programs > Administrative Tools > Component Services > Services (Local)
Right-click Sentinel RMS Development Kit License Manager >click Stop.
8
Clear or stop any W3WP.exe from Task Manager.
9
Restart the Sentinel RMS Service.
10
Restart the PLicenseManager application pool.
11
Use the Demo license files available in the License Files folder in License Manager.
If required, you can also download license files from ePartner located under
Appendix
Pivotal CRM 6.0
Installation Cheat Sheet
A-7
Product Downloads -> License Keys. For most tests, the seven user Pivotal.Demo
license key will suffice.
12
Open WlmAdmin (Start -> Programs ->CDC Software-> Pivotal CRM -> License
Server,) and install the license file by expanding Subnet Servers, right clicking on
your server name and selecting Add Feature -> From a File -> To Server and its
File. Locate the demo license file and click Open. Click OK when warned about the
expiry date of the file. See Figure A-4 on page A-7.
Figure A-4 Adding License Files
Back
Installing Pivotal CMS 6.0.1
1
Extract CMS601.zip on the Deployment server and run setup.exe from extracted
CMS 6.0.1 folder.
2
In the Pivotal CRM for CMS 6.0.1 - InstallShield Wizard dialog box, click Next.
3
Accept the license agreement, and then click Next > Click Next.
4
Type your User Name and Organization.
5
Select Complete in the Setup Type window to install all program features of CMS
6.0.1.
6
In the Custom Setup dialog box, select “This feature will be installed on local hard
drive” if you want to install the feature with all its subfeatures.
7
Click Next> Install to proceed. The files are copied.
Appendix
A-8
Pivotal CRM 6.0
Installation Cheat Sheet
8
Click Finish when the process is complete. CMS is installed and creates the folder
structure in ..\CDC Software\Pivotal CRM\CMS\CMS 6.0.1 folder.
Back
Creating databases
1
Create empty databases for Enterprise Data (ED), Business Module (BM) and
Customization Module (CM) in SQL Server 2005 Service Pack 2.
2
Assign security permissions for the 3 databases. In SQL Server, create a logon for
the user in the database, map the user to the database and set the db_owner role
for the user.
3
Create ODBC connections for the 3 databases created in step 1 using ODBC Data
Source Administrator. See Figure A-5 on page A-8.
Figure A-5 Creating new data source
Back
Appendix
Pivotal CRM 6.0
Installation Cheat Sheet
A-9
Creating Pivotal CRM systems
1
Create 2 Pivotal CRM systems (Production and Customization) using the Pivotal
System Manager as shown in Figure A-6 on page A-9.
Figure A-6 Creating Systems
Back
Restoring CMS RDFs
1
In Pivotal Administration Console, restore the Production module by using the
CMS 6.0.1 - Business Module.rdf and CMS 6.0.1 - Sample ED.rdf files found in the
..\CDC Software\PivotalCRM\CMS 6.0.1\RDFs folder.
2
In Pivotal Administration Console, restore the Customization module using TK
r6.0 - Customization Module.rdf found in ..\CDC Software\PivotalCRM\Pivotal
Toolkit\Customization folder.
3
In Pivotal Administration Console, open the Properties page of the Pivotal CRM
Production system, set the ANM Server for the system, specify the file path folder
and set security permissions for each user.
Back
Creating Users
1
Start Pivotal Administration Console and ensure that the file path has been set
correctly for the Pivotal CRM.
2
Connect to the Pivotal CRM Production system. If prompted to add yourself as a
user to the system, click Yes.
Warning! Do not set the ANM Server for the Customization system.
Appendix
A-10
Pivotal CRM 6.0
Installation Cheat Sheet
3
Select the New User option from the User menu and create the required user.
Repeat this step to create as many users as required.
4
Add the users you created in to the desired security groups by right-clicking the
user, selecting Add to Group and then selecting the desired security group.
Back
Setting Licensing Information
1
Start Pivotal Administration Console (PAC) and ensure that the file path has been
set correctly for the Pivotal CRM and that the account running the Pivotal License
Server has db_owner access to the ED of the Production system.
2
Connect to the Pivotal CRM Production system. If prompted to add yourself as a
user to the system, click Yes.
3
Right click the system name and select System Properties.
4
On the System tab, in the License Server box, enter http://<license server
machine name>:<port>, then click Connect. The port may be omitted if the
default port is used (most cases). See Figure A-7 on page A-10.
5
Select the demo license file from the License File drop down then click Set License
File and click OK.
Figure A-7 Setting Licensing information in system properties
Appendix
Pivotal CRM 6.0
Installation Cheat Sheet
A-11
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Assigning Licenses to Users
1
Start Pivotal Administration Console (PAC).
2
Connect to the Pivotal CRM Production system. If prompted to add yourself as a
user to the system, click Yes.
3
Right-click on the user requiring a license and select Assign License as shown in
Figure A-8 on page A-11.
Figure A-8 Assigning License
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Installing CDC Software Smart Client Framework
1
Extract the contents of the SCF27.zip file to any folder on the deployment server
computer.
2
Browse to the folder with the contents of the SCF27.zip file and double-click
CdcSmartClientFramework32_2.7.4.21.msi on the deployment server.
3
Click Typical.
4
The installer will ask for a Certificate File. Click Choose File if you have a
certificate file. Browse to the location of the file. Select the certificate file and click
Open.
5
If you do not have a certificate file, click Next to accept and install the certificate
file provided by CDC Software.
6
Type an environment name (e.g. DEV).
7
Click Next, Install. The installer will proceed.
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Appendix
A-12
Pivotal CRM 6.0
Installation Cheat Sheet
Installing Pivotal Client 6.0
1
Extract the contents of the PC60.zip file to any folder on the deployment server
computer.
2
Browse to the folder with the contents of the PC60.zip file and double-click the
Pivotal Client 60.exe.
3
In the Pivotal Client 6.0 - InstallShield Wizard, click Next.
4
Accept the license agreement and click Next.
5
Specify the:
a) name of the Production system in the System Name box.
b) name of Pivotal Business Server computer in the Pivotal Business Server Name
box.
6
Click Next> Click Install> Click Finish.
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Installing Pivotal Integration 6.0 for Microsoft Outlook
1
Extract the contents of the PIMO60.zip file to any folder on the deployment server
computer.
2
Browse to the folder with the contents of the extracted files and double-click the
setup.exe file in the Pivotal Integration 6.0 for Microsoft Outlook folder.
3
In the Pivotal Integration 6.0 for Microsoft Outlook - InstallShield Wizard, click
Next.
4
Accept the license agreement and click Next.
5
Click Next>Click Install>Click Finish.
6
The following tables need to have appropriate table level access permissions
(Create, Read, Modify and Delete):

Rn_Interactions

Rn_Int_Appointment

Rn_Int_Email

Rn_Int_Task

Rn_Int_Attachment

Rn_Int_MsgFile

Rn_Int_Player

Rn_Int_MailMerge
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Installing and Configuring the SharePoint Portal
1
Install components on the SharePoint server listed in Figure 1-1 on page 1-1.
2
Run the SharePoint Products and Technologies Configuration Wizard on the
SharePoint computer. Double-click Programs > Administrative Tools > SharePoint
Products and Technologies Configuration Wizard. Follow the instructions in the
wizard.
Appendix
Pivotal CRM 6.0
Installation Cheat Sheet
A-13
3
The default home page of the SharePoint portal opens in a browser window with
the following URL:http://<computer name>/default.aspx,where computer name
is the name of the SharePoint computer.
4
Close the browser window before you install Pivotal Portal Resources 6.0.
5
Install Pivotal Portal Resources 6.0 from the Pivotal Client 6.0 (PC60.zip) folder.
Specify the system name and Pivotal Business Server computer name when
prompted during installation.
6
Start the SharePoint 3.0 Central Administration tool.
7
Create a Web Application by clicking Application Management and then click
Create or Extend Web Application. Select the default application pool or create a
new one. Note the port number for further reference.
8
Select Predefined as the security account for the application pool. Click OK.
9
Create a Site Collection under the Web Application created in Step 7.
10
On the Create Site Collection page:
a) From the Web Application drop-down, select the Web application you created
in Step 7.
b) Provide a title and description for the site and specify the URL for the site.
c) In the Template Selection section, choose a template to define the look of the
site.
• Click the Pivotal CRM tab in the Select a template list.
• Select the Pivotal Blank Site or Pivotal Team Site templates. Use the Pivotal
Team Site template if you want a pre-defined, out-of-the-box template for your
site.
d) In the Primary Site Collection Administrator section, type the user name of
administrator for the site collection in the User name box. The account of the user
need not be in any of the Pivotal CRM security groups, however, the user must
belong to the Administrators group on the SharePoint computer.
e) Click OK.
The site is created and the Top-Level Site Successfully Created page is displayed.
The URL for the site is also displayed. Make a note of the displayed URL. This URL
is required to set the Portal server in the PAC of deployment server.
11
To edit the web.config file, in Windows Explorer, navigate to the location
<drive>:\Inetpub\wwwroot\wss\VirtualDirectories\<Port Number>\. Specify the
port number that you noted down in step 7.
12
Open the web.config file using a text editor.
13
Locate the following code:
<pvtlImpersonate username= domain= password=/>
14
Specify the user name, domain name and password using a valid domain
account. This account must:
a. Belong to the Base CMS Features group.
b. Have been assigned Allow XML impersonation permissions for the Client
connection type. To allow XML impersonation permissions:
Appendix
A-14
Pivotal CRM 6.0
Installation Cheat Sheet
1. Click Start > Programs > CDC Software > Pivotal CRM > select Pivotal Toolkit.
2. Click the Security Business Object > Manage Security.
3. In the Security window, expand the Base CMS Features group and click the
Client connection type.
4. In the Client Permissions for Base CMS Features window, click the User
Impersonation tab.
5. Double-click in the Allow XML Impersonation area > Click OK.
15
If there are security implications about specifying the password in the web.config
file, you can encrypt the web.config file. To encrypt the web.config file:
a. Open a DOS command-prompt window, and change directory to the location of
the aspnet_regiis.exe file. The aspnet_regiis.exe file is located in the
..\Windows\Microsoft.NET\Framework v2.x folder.
b. At the command-prompt, type Aspnet_regiis.exe -pef
"pvtlImpersonate"<drive>:\Inetpub\wwwroot\wss\VirtualDirectories\<Port
Number>where <Port Number> is the port number for the Web application noted
in Step 7.
When encryption of the configuration section is complete, a message is displayed.
16
Use the following command to decrypt the web.config file:
Aspnet_regiis.exe -pdf
"pvtlImpersonate"<drive>:\Inetpub\wwwroot\wss\VirtualDirectories\<Port
Number> where <Port Number> is the port number for the Web application.
17
Do one of the following:
a. If you used a Pivotal Blank Site template in step 10, create a Document
Library. To create a document library, click Site Action > Create > and then click
Document Library. Provide a name and select Web Part Page from the Document
Template drop-down list. Click Create.
b. If you used a Pivotal Team Site template in step 10, a document library would
already have been created.
18
Navigate to the Document Library under Documents and activate the library.
Populate the Document Library Gallery with Pivotal Web Parts.
19
Click Site Action> Site Settings> WebParts and then click New. In the new web
part dialog box, select PivotalGraphWebpart, PivotalSearchWebpart,
PivotalRSSWebpart, PivotalURLWebpart or any other available web part as
required, and click the Populate Gallery button.
20
Create the Web Part Page.
To create a Web Part Page, click Site Action> Create, and then click Web Part
Page. You can add the imported Pivotal Web Parts to the Web Part Page. Use the
Tool Pane to set up the individual Pivotal Web Parts.
21
Give permissions to the users.
Click Site Actions> Site Settings> People and groups> Site Permissions> New>
Add Users. Add users and assign appropriate permissions to them.
Note: Ensure that you open the Site that you created in steps 9 and 10 by navigating to the URL you specified
when creating the site (typically http://<SharepointMachineName>:<portNumber>/site)
Appendix
Pivotal CRM 6.0
Installation Cheat Sheet
A-15
For more information about creating an application, site or Web start page, or
importing Web parts into the site, and so on, see the SharePoint documentation.
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Restoring Portal Pages
1
Use the Restore System command in Pivotal Administration Console to restore
Portal pages for a Pivotal CRM system. You need to be a part of the Portal
Administrator security group to restore the out-of-the-box Pivotal CMS 6.0.1 Portal
page files.
2
Do the following on the SharePoint server to restore Portal pages:

Clear the Internet Explorer Enhanced Security Configuration check box in the
Windows Components Wizard dialog box and follow the steps to complete the
wizard. The Windows Components Wizard is available from the Add/Remove
Windows Components option in the Add or Remove Programs console.

Grant the Full Control security permission level to the PCS user.
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