Altigen Alti-MSCRM 2.0, Руководство сервера и клиента

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Alti-MSCRM Manual 7
IMPORTANT NOTES:
• During the installation procedure, the Install MSCRM Event
Handler check box is checked by default and cannot be
unchecked, which means the user must enter the correct database
parameters when installing Alti-MSCRM Server 1.5.
• The event handler will use the domain account to logon, so the
user must enter the correct domain account and password, even
if Register Alti-MSCRM service upon exit option is not
checked.
• Clicking the Apply button will save all settings but not install the
event handler, the event handler will be installed when clicking
OK. A message box will pop up to indicate the installation
result.
c. Test DB - uses the current database setting to connect to SQL server
and returns test results to the user.
4. Alti-MSCRM uses MSCRMSDK services, which much use the
Microsoft CRM Server’s role user to logon. In the Alti-MSCRM
Server Logon Settings section, input a valid Domain Account
(<Domain>\Administrator) and Password for Microsoft CRM Server
for Integration Service logon.
5. When installing for the first time, the Register Alti-CRM Integration
Service when exit check box is grayed out because Alti-MSCRM will
register the service automatically. If the user runs the startup
configuration in the future, the check box will be available — when
selected, the integration service will be registered upon exit.
Also, make sure the Services window is closed. Otherwise, the Alti-
MSCRM Service will not be created in the Services window.
6. In the AltiWare Logon Settings section, enter the AltiServ Address,
Logon Extension (you can enter any extension that can log you into
the AltiWare system) and Logon Password.
Note: To avoid integration failure due to changing the extension
password, you can create an integration extension, which will
be dedicated as the Alti-MSCRM integration logon extension
and keep the password unchanged.
7. Test the connection to AltiWare by clicking the AW Logon Test
button.