Microsoft C360 User's Manual
Contents
1. 5 Package Overview Give the new package a name and description e lok This package will un SQL ODBC Imports for testing purposes Setup Import Rule 6 Create Rule Click Import Rules in the top menu and give your new rule a name Select the data source created earlier and an appropriate CRM entity type to import into a SOL ODBC Import Package Of xj 0 a i Design Run Save Save amp Overview Data sources Import rules Close Save View Import Rules Create delete and edit the import rules in this package Create a new Import Rule d Name Entity Type Data Source Contact Rule Contact sal Data Source Add Click Ada 7 Rule Overview The Import Rule window will pop up Here you may change actions though the default actions are fine for most purposes including ours SOL ODBC Import Package Overview Data Source Dynamic Matching Mapping Transformations Delete Mapping ObjectType Contact Person with whom a business unit has a relationship For example a customer a supplier or a colleague Actions On no match On unique match On multiple matches Create 6 Create Update 0 Create F Ignore Ignore Delete e Ignore 8 Matching Click the Matching tab to see the matching window Right click Criteria and select And Right click the newly created filter and select Add Condition Select an Attri2. 12 17 2007 Update User a Administrator Version LOO FAQ and Common Errors In this chapter you will find a mixture of frequently asked questions and common errors These have been divided into sub chapters to allow you to identify locate your problem or question in a fast and efficient manner Installation and Setup Here you will find a list of common errors pertaining to the installation and setup of ImportManager 2008 1 Login failed The error seen in the screen below is encountered when either your login or your password or both are incorrect when trying to log in as seen in step 22 Login failed x D 2 Unable to connect to remote server This error message will likely pop up when the wrong port number is provided during login General Detail Stack Trace Technical information Unable to connect to the remote server 3 The remote name could not be resolved local This error message will show when the wrong server name is provided in this case the name local 10 x Stack Trace Technical information The remote name could not be resolved local 4 Client found response content type of text html but expected text xml The request failed with an empty response As the server provided has been provided without a port number the connection cannot be established This happens when you omit 5544 from hitp localhost 554
3. After reading and agreeing to the EULA click the accept the terms in the license agreement radio button Click Next ia ImportManager 2008 InstallShield Wizard License Agreement Please read the following license agreement carefully End User License Agreement for CRM Extensions Software 1 DEFINITIONS 1 1 End User Means any person business that has acquired a non exclusive non transferable right to use the CRM Extensions Software for the End User s own internal data processing operations 1 2 IT System Means the Licensee s computer s on which the CRM Extensions Software Installshield 5 Destination Folder ImportManager 2008 will as a default install to C Program Files CRM Extensions lmportManager 20081 We recommend that you do not change this folder Nevertheless should you choose to do so simply click the Change button Click Next IJ e ImportManager 2008 InstallShield Wizard Destination Folder Click Next to install to this folder or dick Change to install to a different folder Install ImportManager 2008 to InstallShield 6 Database Server You now need to choose a database server for ImportManager 2008 to use This server must be created prior to the installation of ImportManager 2008 as otherwise it will fail to show up in the drop down list here When choosing connection method it is imperative that
4. Data Source Dynamic Matching Mapping Transformations Delete Fields Mapping Import Data Match Mapping Group fa Group lx a gt Field Mappings Map the source fields on the left hand side to a destination field on the right hand side donotphone Do not allow Phone Calls a donotpostalmail Do not allow Mails donotsendmm Send Marketing Mater educationcode Education emailaddress1 E mail s emailaddress E mail Address 2 a ine emailaddress3 E mail Address 3 extemalusendentitier Extemal User Ide familystatuscode Mantal Status fax Fax firstname First Name fipsiteun FTP Site gendercode Gender govemmentid Govemment haschildrencode Has Children isbackofficecustomer Backoffice Cust jobtitle Job Title lastname Last Name lastusedincampaign Last Date Include leadsourcecode Lead Source managemame Manager managerphone Manager Phone middlename Middle Mame rabiar TRA bil Oh menm T 16 Run Import Click the Run tab in the top followed by the Save amp Run button and the following screen will be visible E Contact Im port Pa ckag e e amp Running Scheduling Tasks Status Starting Records processed Records in queue Records created Records updated Records deleted Records ignored Records failed Records per second Eo After a while you should get something along the lines of the screen below If the imports are a little s
5. Ts c360 Import Manager User Guide Microsoft Dynamics CRM 4 0 compatible Table of Contents a ec eeeatageeacret a ca Gaeta aracncnmted ena euusaie ue oe aagunaai outuuecmteauaeavont 3 o a touener E E cacods E EE T 3 nstallatrionana Setup do T TA AS 4 REQUIEM lado 5 SI a aiae caso oars gatomn sie Saeuesnncouniea eae A 5 Detalle veian N cace 5 regi E iaiete parses E O ON 17 Creatine a Odesa 17 Aa A O cone aaa eee 19 A A PP O iu II A eee ee 24 nn A de Mies iad isos ious don vena el epstnale E eee ender unte acing cet 24 OD BC SO Ui rial 42 PAG and COMMONS ola O 52 Mstallation and Setenta ta ccda 52 AppenancA Installing Ol o Dd die El 54 Introduction ImportManager 2008 is a powerful tool that allows mass manipulation of data inside Microsoft Dynamics CRM with unprecedented control during both import deletion and updating of data With the new intuitive Office 2007 User Interface it is easy to set up complex data manipulation tasks in just a few short steps ImportManager 2007 can do much more than just import data to Microsoft Dynamics CRM Complex matching is possible without any prior SQL knowledge There s easy drag and drop mapping of fields With the new dynamic fields it is possible to change data on the fly Furthermore it is possible to delete data as opposed to import or update data ImportManager 2008 has a new client server architecture that enables one ImportManager 2008 installation to connect to several diffe
6. Select the data source to editor create a new one Create new Data Source Update Mame Data plugin com Loopback Create SBE Data Sources H A Data Files Import Contacts it Delete Update User ca Administrator Versiom 100 o 8 Overview Give the new package a name and a small description Select the amount of information you wish to log during an import by checking the corresponding radio button You can also select whether you want the import to run with a single or multiple threads the latter being faster on computers with multiple cores JA Contact Import Package A i r q TI HH d L en i g m i F This small and simple package will take care of importing Contacts 9 Data Sources Click Data Sources Notice that the Data Source created previously is listed here so we don t need to create one y Sources Select the data source to edit or create a new one If there are more than one Data Source in the list the selected Data Source will be blue as opposed to white EE sdfifld y Data Sources Select the data source to edit or create a new one Setup Import Rule 10 Import Rules Create an Import Rule for our package Give the rule a name and select an entity type to import into Finally select the Data Source created earlier and click Adaq Contact Import Package q 10 x Ha DP Save Save amp Ove
7. gm m BET d 7 Pyke rr i 23 Finished ImportManager 2008 has now been started and should look like the screen below ready to start importing CRM Extensions ImportManager 2008 iol xj File Administration Help al Servers F Update User d Administrator Version 1 0 0 _ License lt Under Construction gt Creating a Server ImportManager 2008 uses a client server architecture and therefore the first thing you need to do is to create a server 1 Create Server Click Administration in the top bar menu and select Add Server CRM Extensions ImportManager 2008 File Administration Help B ser User dh Administrator Version LOO 2 Choose Server Type Select a server type give the server a name and optionally give the server a short description Microsoft Dynamics _ CRM 4 0 On premise CRM 4 0 Hosted _ Microsoft Dynan 3 Connection Information Enter the CRM server URL as well as administrative credentials for this CRM server Username Password and Domain name lt Microsoft Dynamics CRM 3 0 On premise http em o o E g httpy crm or https crm myserver com 5555 Credentials 4 Choose licensing method If you have a license choose the Full version mode see the license chapter for more information on this and if not choose the Evaluation mode Click Next Lice
8. Password e TIT Close Comet 7 Check As seen on the screen below only the servers associated with the user is visible CRM Extensions ImportManager 2008 i ioj xj File Administration Help a Servers rverEditPage UsersPage ScheduledJobsPage ImportFilePage RunningJob ServerPage DataSourcesPage kryl E al ODBC Test Server ip Packages 2 User details E Scheduled jobs 55 Personal information ESA Uses O O Po John Smith 3 En a D fe Username John Smith Ly Data Files Full name John Smith Administrator E Password Retype password Server associations iz ODBC Test Server http crm 30 mscrmsernvices 2006 crmsenvice asmx Update User a John Smith Version 05 Simple Import The Simple Import guides covers a simple bare bones import when using either a text file or a SQL ODBC data source Text Source Follow the guide in this chapter step by step if you want to setup a simple import from a text file This guide will not cover dynamic fields transformations and deletions and will only skip over match criteria lightly Setting up the Data Source 1 Upload File Right click Data Files in the tree menu to the left and select Upload New CRM Extensions ImportManager 2008 File Administration Help dl User a Administrator Version LOO 2 Browse to the file In the browser that pops up browse to the location
9. commence with the actual installation make sure you meet the requirements described in the Requirements chapter following this chapter Finally if you want to be able to import more than 10 lines at a time make sure you have a license and refer to the final chapter in this section on how to deploy this license Requirements ImportManager 2008 requires a Windows Server 2003 OS with NET 2 0 installed Furthermore it is important that there s a SQL Installation present on the server and that the user has administrative rights to this installation Refer to Appendix A for information on how to install a SQL instance Short Version If you know what you re doing and just need an overall explanation of how to install ImportManager 2008 the short version is for you 1 Unzip and run setup exe to install ImportManager 2008 When prompted to open a SQL connection make sure you do so with a user with the appropriate administrator permissions 2 Edit the web config file found in the installation root C lprogram files crm extensions importmanager 2008 web config Locate line 22 and change the value of ConnectionString the part that says Source to correspond with your choice of database selected during installation 3 Open a browser to http localhost 5544 and follow the instructions download client and start with the provided login and password information from browser Detailed Version If you ve experienced prob
10. of your data file and select it Remember that the file should be in text format Upload data file O 7 em My Recent Documents Desktop My Documents r fr My Computer My Network Places The tree will update to show you that a file has been uploaded and if you right click the file it is possibl it or delete it CRM Extensions ImportManager 2008 y ol x File Administration Help 3 Servers E Test dl p Data Sources a i Data Files deus _ Contact ers Upload User dd Administrator Version LOO 3 New Data Source Right click Data Source and select New CRM Extensions ImportManager 2008 ioj x File Administration Help 3 Servers al W Running jobs Ready User cb Administrator Version LOO 4 Data Source Give the Data Source a name and select the Text file Datasource from the list Click Create New data source 3 Data source Test Contact DS ODBC Datasource More to come CRM Extensions ApS 1 0 0 0 Text file Datasource Reads rows from at text file CRM Extensions ApS 1 0 0 0 Xml file Datasource Transforms an xml file to a text file using xslt and imports from the tra CRM Extensions ApS 1 0 0 0 Cancel Create 5 Text File Settings Make sure that the settings for the chosen file are correct You can select a file under the file name drop down menu select whether t
11. you only choose Windows authentication credentials of current user if the current user has administrative rights on the chosen server Otherwise choose Server authentication using the Login ID and password below and then provide a login ID and password for a user with the necessary administrative permissions for the chosen SQL Server iz ImportManager 2008 InstallShield Wizard Database Server Select database server and authentication method Select the database server to install to from the list below or click Browse to see a list of all database servers You can also specify the way to authenticate your login using your current credentials or a SQL Login ID and Password Database Server local IM2008 Connect using Windows authentication credentials of current user erver authentication using the Login ID and password below Login 11 sa Password errrrrcrra InstallShield 7 Ready to Install The installation is now ready to run as all the necessary information has been gathered Click Install ia ImportManager 2008 InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the instalation If you want to review or change any of your installation settings dick Back Click Cancel to exit the wizard Installshield 8 Installing Simply wait while the installation progre
12. 4 AAA General Details Stack Trace Technical information Client found response content type of text html but expected text The request failed with an empty response 5 Error 27502 This error window will be encountered when the SQL Database ImportManager needs isn t present This can happen if the login information provided during installation was for a user with insufficient permissions to the database You need to reinstall ImportManager and be sure to provide a SQL login with administrative permissions to the database Alternatively you can run a SQL script provided from CRM Extensions ImportManager 2008 gy x Ha 27502 Could not connect to Microsoft SQL Server eee ETL18 ConnectionOpen Connect SQL Server does not exist or a 5 denied Appendix A Installing SQL SQL Express 2005 can be downloaded from Microsoft using the following link http www microsoft com downloads details aspx familyid 220549b5 0b07 4448 8848 dcc397514b41 amp displaylang en Simply run the exe file and follow the instructions Alternatively you can run the installer from a command console like this sqlexpr32 exe qn addlocal all instancename SQLExpressIM2008 SECURITYMODE SQL SAPWD Password 1 SOLAUTOSTART 1 This will install a SQL Express instance named SQLExpressiM2008 which you can log into see step 6 in the detailed version for installing ImportManager 2008 using the login sa and the passw
13. aa Data Sources H 0 Data Files 2 Data Source Selection Select ODBC Datasource from the list give your source a name and click Create New data source 3 Data source Server Mame Crm Loopback 3 Data Sources Select the data source to edit or create a new one Create new Data Source Mame Data plugin Cm Loopback opec Test Server SQL Data Sourcel A loopback to the Crm server CRM Extensions ApS 1 0 0 0 Excel Datasource Datasource for Microsoft xls and xlsx files CRM Extensions ApS 1 0 0 0 ODEC Datasource More to come CRM Extensions ApS 1 0 0 0 Text file Datasource Reads rows from at text fil E Create O x Update Create User a Administrator Version LUO 3 ODBC Settings You need to give ImportManager 2008 a connection string to the ODBC Source to which you want to connect In our example we wish to connect to a SQL Server 2005 Database and so we need the following connection string Driver SQL Native Client Server myServerAddress Database my DataBase Uid myUsername Pwd myPassword After we change it to correspond with the database used in our example it looks like this Driver SQL Native Client Server Database Contacts Uid ImportUser Pwd Password 1 Note that the User ID Uid and Password Pwd used here is for a user created by a SQL script when ImportManager 2008 is installed and thus they shouldn t be changed unless you ve specificall
14. bute a Condition and a Datasource to match and click OK For our example we used the Email Address 1 attribute from the contact entity the Equal condition and finally the Email from the data source FE SQL ODBC Import Package L la te Overview Data Source Dynamic Matching Mapping Transformations Delete Fields Mapping Import Data Match Mapping Group fa Group lx 9 Field Mappings Click the Mapping icon in the top menu to see the Field Mappings window In the left column you will find the fields found in your data source and in the right column the fields found in your CRM Entity Drag and drop each of the data source fields to the corresponding CRM entity field on the right a a import Rule Design Run Import Rule oat esx 3 Overview Data Source Dynamic Matching Mapping Transformations Delete Fields Mapping Import Data Match Mapping Group Ms Group M a gt Field Mappings Map the source fields on the left hand side to a destination field on the right hand side educationcode Education a emailaddress1 E mail emailaddress E mail Address 2 emailaddress3 E mail Address 3 employeeid Employee ie ecemalusendentitier Extemal User Ide Es familystatuscode Mantal Status A fax Fax firstname First Name ftpsiteurl FTP Site gendercode Gender govemmentid Govemment haschildrencode Has Children isbackofficecustomer Backoffi
15. ce Cust jobtitle Job Title lastname Last Name lastusedincampaign Last Date Include leadsourcecode Lead Source managemame Manager A managerphone Manager Phone middlename Middle Name mobilephone Mobile Phone nickname Nickname i numberofchildren No of Children originatingleadid Originating Lead an i Data source fields 4 10 Save amp Run Click the Run tab and then Save amp Run to save and run your rule 210 x SQL ODBC Import Package kk OP gt Save amp Log level Save amp Running Scheduling Validate Z Run Tasks Validate Execution Import Rule Execution Status Done Records processed Records in queue Records created Records updated Records deleted Records ignored 0 Records failed Records per second 0 12 records sec Results pme me Page fi Get Log Details 11 Finished Once the import is done and you ve closed down the window you can see the jobs under a particular p selecting the package as seen in the screen below CRM Extensions ImportManager 2006 A i oj x File Administration Help dl 3 Servers Ej ODBC Test Server 2 Package a Packages dai A S oDe Import Package fig Scheduled jobs Server ODBC Test Server AAR al sers HA Data Sources Description iL Data File a D seda This package will run SQL ODBC Imports for testing purposes History Done 0 0 0 0 M Admin 12 17 2007 8
16. ce Dynamic Matching Mapping Transformations Delete Fields Mapping Import Data _ Match Mapping Group fs Group fs E Match Criteria 14 Add Conditions Right click the newly created filter and select Add Condition Contact Import Package Overview Data Source Dynamic Matching Mapping Transformations Delete Fields Mapping Import Data Match Mapping Group M Group M Select an Attribute a Condition and a Datasource to match and click OK For our example we used the First Name attribute from the contact entity the Equal condition and First from the data source as seen in the screen below Condition Attribute Condition Equal Z Value e Datasource First Constant ssFirstss _ _ Repeat this procedure but this time map Last Name to Last as seen below Condition xj Attribute Last Mame k Condition Equal al Value match LO lx Design Run Import Rule Overview Data Source Dynamic Matching Mapping Transformations Delete Fields Mapping Import Data Match Mapping Group lm Group lx EF Fiter And firstname Equal First lastname Equal Last 5 15 Field Mapping In the field mappings window you will have to columns of fields On the left side the fields found in the data source and on the right the fields fo
17. en CRM Extensions followed by the mportManager 2008 folder and finally ImportManager 2008 Recyde Bin M icrosoft Dynamics CRM jii Microsoft Dynamics C ImportManager 2008 A Accessories G al exp fm Administrative Tools iE SOL Server Cor E Microsoft Dynamics CRM Microsoft Offi 2 Notepad E Microso E fin Microsoft Office Server Mi ft Vi Soroa iasa fim Microsoft SOL Server 2005 EN Command Prom fm Microsoft Visual Studio 2005 Liz SQL Server Mar Startup i p Workflow Mana Internet Explorer ye Windows Desktop Search All Programs in CRM Extensions gt a Impo nt fanager 2008 ImportManager 2008 Tr F F F F F O ES Windows Server 2003 Enterprise Edition 2 7m oF lo FO shut Down Evaluation copy Build 3790 Service Pack 2 start AE Search Desktop p iii 3 41 AM 21 Login The login window as seen in the screen below will pop up after a short time Use the information provided by the browser as depicted in step 18 To log into ImportManager 2008 CRM Extensions ImportManager 2008 3 Login Server http Mlocalhost 5544 Username Admin Password eevee Close Comet 22 Starting up connecting Everything will be greyed out for a spell and unless something went wrong you will be logged into ImportManager 2008 as shown in the screen in step 23 a CRM Extensions ImportManager 2008 Username Admin Password eee T
18. eps required to install Import Manager 008 Client on your computer WARNING This computer program ie protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law 15 Select Installation Folder We recommend that you keep the default destination folder as seen in the screen below but it is possible to change this location by clicking Browse The ImportManager 2008 Client takes up only very little space but if the amount of space concerns you click Disk Cost Choose whether to install the client for everyone or just the current user profile Click Next io Import Manager 2008 Client Select Installation Folder The installer will stall Import Manager 008 Client to the following folder To install in this folder click Next To install to a different folder enter it below or click Browee Folder C Program Files CAM Extensions Import Manager 2008 Client Browse Disk Cost Install Import Manager 2008 Client for yourself or for anyone who uses this computer C Everyone f Just me Cancel Back 16 Confirm Now the installer has gathered all the necessary information to install the Import Manager 2008 Client Simply click Next o Import Manager 2008 Client Confir
19. his file has a header row or not choose the Separator if there s any quotation and finally what encoding the file uses The Separator is used to separate columns inside the text file where a new line separates rows The quotation is sometimes used for text strings What encoding your file uses is usually determined by your location x 3 Text file Settings Vendor httpyfwww crmextensions com Version 10 0 0 Help http crmextensions com hel ContactData csv Has header row Y Seperator Semicolon Quotation None Encoding Unicode UTF 8 Click OK 6 Done The Data Source has now been created If you select it in the tree by expanding Data Sources and the particular data source you can view and change settings CRM Extensions ImportManager 2008 a ioj xj File Administration Help i Servers T o en eee ee a E Tes 3 Text file Settings ij Packages l Wendi http jma crmextensions com D Scheduled jobs i as BA Users rra ners aa Data Sources _ Help htt Ccrmextensions comhel EEE E import Contacts H O Data Files Filename ContactData csv Has header row W Seperator Semicolon Quotation None Encoding Unicode UTF 8 User dh Administrator Version LOO Setting up the Package 7 New Package Right click Package in the left tree menu and select New CRM Extensions ImportManager 2008 oj x File Administration Help y Data Sources
20. lems or errors when following the short version or if you want more detail this version is for you Screenshots and detailed explanations will describe exactly how you install ImportManager 2008 in depth Start by unzipping the program to a location of your choice and then run mportManager 2008 MSI 1 Installer Startup The installer is started Simply wait e ImportManager 2008 InstallShield Wizard ImportManager ImportManager 2008 Setup is preparing the InstallShield Wizard which will guide you through the program setup process Please wait 2 Warning As ImportManager 2008 needs a SQL installation you need to make sure one is present on your system In most cases some sort of SQL instance will be installed on your PC but if none is present follow the steps under requirements on how to install SQL Express 2005 which can be downloaded free of charge from Microsoft Click OK ImportManager 2008 InstallShield Wizard xX 1 WARNING ImportManager requires an SQL Installation 3 Welcome In the welcome screen simply click Next io ImportManager 2008 InstallShield Wizard Welcome to the InstallShield Wizard for ImportManager 2008 The InstallShield R Wizard will install ImportManager 2008 on your computer To continue dick Next WARNING This program is protected by copyright law and international treaties 4 End User License Agreement Read the EULA by scrolling down
21. low to start it is usually because IM2008 needs to start up MS CRM first E Contact Im port Pa ckage F Status Done Records processed Records in queue Records created Records updated Records deleted Records ignored Records failed Records per second 0 12 records sec 17 Done Once the import is done and you ve closed down the window you can see the jobs under a particular p the package as seen in the screen below CRM Extensions ImportManager 2008 aj xj File Administration Help a Servers F 2 Package D Packages A ei Name Contact Import Package T Contact Import Package Ea Scheduled jobs Server Test i X 52 Users a Data Sources Description EL Data Files Hg Test Server This small and simple package will take care of importing Contacts 0 0 12 17 2007 6 12 17 2007 Done WI Admin 12 13 2007 5 12 13 2007 Done 0 i 0 User a Administrator Version LOO ODBC Source Follow the guide in this chapter step by step if you want to setup a simple import from a text file This guide will not cover dynamic fields transformations and deletions and will only skip over match criteria lightly Setting up the Data Source 1 New Data Source Right click Data Sources under the server in the tree structure in the left side and select New as see screen below CRM Extensions ImportManager 2008 Administration 3 Servers File Help
22. m Installation The installer 12 ready to install Import Manager 008 Client on your computer Click Next to start the installation 17 Installing Please wait while the installer progresses through the installation ia Import Manager 2008 Client Installing Import Manager 2008 Client Import Manager 008 Client 12 being installed Please wait Back Hert gt 18 Complete The installation has been completed Click Close ia Import Manager 2008 Client Installation Complete Import Manager 008 Client has been successtully installed Click Close to exit Pleaze use Windows Update to check for any critical updates to the WET Framework 19 Locate login information In the browser you opened in section 10 to the address http localhost 5544 the information necessary to start up ImportManager 2008 was provided as seen in the screen below Use this information in the next step Thank you for choosing Import Manager 2008 Getting started To get started you need to download and install the windows cli aro g Cl Setup After installing and starting the client you need to enter the fallc Server http localhost 5544 Username Admin Password Admin support Wisit the getting started guide to get help on your fist experienc 2008 20 Start ImportManager 2008 To start ImportManager 2008 click the Start button select All Programs and th
23. nsing Choose a licensing method Evaluation mode Limited to 10 rows imports O Full version mode Choose license file 5 Finished ImportManager 2008 recaps the choices you ve made for the new server and if you re satisfied click Create and the server will be created Alternatively you can click Cancel and start over Creating a User As an administrator it is possible to add users and setup which servers they can connect to Follow the procedure below to add a user and set him up to use a server 1 Add User Select Administration from the top bar and select Add User CRM Extensions ImportManager 2008 ol xj Administration 3 sen Add Server gt a Data Sources py Data Files Update User a Administrator Versiom LOO 2 User Details Fill in the necessary information for the new user as illustrated in the screen below CRM Extensions ImportManager 2008 7 Of xj File Administration Help 3 Servers an 0 3 ODBC Test Server 2 User details cle Packages Personal information al Username Full name Administrator Password eevee Sal Data Sources Retype password oa i Data Files Server associations ener es User a Administrator Versiom LO O 3 Save User The user is created but as seen in the screen below the user still isn t associated with a server CRM Extensions ImportManager 2008 Oj xj File Administration Hel
24. ord PasswordA 1 Your index page goes here In MS Word select INDEX AND CONTENTS from the INSERT menu Select INDEX and click OK
25. p aa Users a 2 User details Personal information 2 Administrator M Username anna John Smith Full name John Smith Ja emi John Smith Administrator E Password esses Retype password e one Server associations ODBC Test Server http crm 380 mscrmsernices 2006 crmservice asmx Test http crme0 msermsenvices 2006 crmsenvice asmx User ob Administrator Version 1 0 0 4 Associating Server Click the Servers button in the bottom left corner In the Servers tree structure right click Users an select Associate user and then the new user CRM Extensions ImportManager 2008 5 User Associated When clicking Users in the bottom left corner and then selecting the new user it is now possible to se that the user has been associated with a server CRM Extensions ImportManager 2008 Of x 2 User details Admi Personal information 2 Administrator Iw Username John Smith Full name Jo Smi John Smith Administrator Password eesse Retype password oo Server associations Cpe se y ODBC Test Server http crm 50 mscrmservices 2006 crmservice as mx Test C http crm 80 msermsernvices 2006 crmservice asmx User dd Administrator Version 1 0 0 6 Log In Close down ImportManager 2008 and start it up again This time try to log in with your newly created user account ff CRM Extensions ImportManager 2008 Username John Smith
26. rent CRM Servers lt is then possible to log into the ImportManager 2008 Server from a client and control it according to ones user privileges In addition ImportManager 2007 can be scheduled to run tasks automatically on a regular basis ideal for larger imports or conservation of system resources during office hours A feature that enables you to make sure your CRM database is always updated with the latest information from all external sources ImportManager 2008 works with Excel Access SQL ERP Systems Text Files other CRM Systems any ODBC system and thus just about anything you can imagine Features Feature Comparison Table click to view full screen image All Customizable entities Import into all entities and attributes in CRM including custom entities and attributes Relationships Manage relationships between objects Save Import Save import mappings as a template for later use Duplicate checking Update records instead of creating duplicates when given match criterion is met Update records Update records based on a given key Delete Delete records based on a given match criterion Schedule Imports Schedule imports on a daily basis Data sources Connect and collect data from other sources Transformations Transform combine and manipulate data on the fly when Importing CRM to CRM data migration multi tenant Import data from other Microsoft Dynamics CRM Systems Advanced Ownership Set
27. rview Data sources Import rules Close Save View Import Rules Create delete and edit the import rules in this package Create a new Import Rule d Name Entity Type Data Source Contact o a E Sa E al ES 11 Overview A pop up window will provide you with some basic information about the Contact with default actions which you can change to suit your needs BH Contact Import Package lx Design R HH 3 y A 3 Ya Overview Data Source Dynamic Fields Import Data Match HH Contact Import Rule 1 Matching Mapping Transformations Delete Mapping Group M Group la Information ObjectType Contact Person with whom a business unit has a relationship For example a customer a supplier or a colleague Actions On no match On unique match On multiple matches Create Create Update Create Ignore Ignore Delete Ignore 12 Matching It s possible to change settings for the Data Source here as well as create Dynamic Fields but for this simple import we will go straight to matching Click the Matching icon in the menu bar in the top Overview Data Source Dynamic Matching Mapping Transformations Delete Fields Mapping Match Mapping Group M Group lu 13 Add Filter Right click Criteria and select And HE Contact Import Package CEN ABD Design Run Import Rule NY y ais t xs Overview Data Sour
28. sses 2 ImportManager 2008 InstallShield Wizard Installing ImportManager 2008 The program features you selected are being installed Please wait while the InstallShield Wizard installs ImportManager 2008 This may take several minutes Status InstallShield 9 Completed The installation has been completed Click Finish E io ImportManager 2008 InstallShield Wizard The InstallShield Wizard has successfully installed ImportManager 2008 Click Finish to exit the wizard antel 10 Edit web config You need to edit the web config file found in the root of the ImportManaegr 2008 installation usually C Program Files CRM Extensions IlmportManager 2008 web config Locate the add tag usually on line 22 and inside the connectionString value locate the part that sa Source Change the dot to your database name unless you simply run on the local database whic is the same E g IM2008 would be the same as local IM2008 lt 2xml version 1 0 2 gt lt i 3 Note As an alternative to hand editing this file you can use the 5 web admin tool to configure gettings for your application Use F the Website gt Asp Net Configuration option in Visual Studio A full list of settings and comments can be found in machine config comments usually located in z Windows Microsoft Net Framework v2 x Config 5 gt 10 configuration 11 lt appsettings gt 12 lt add key MailFrom
29. started After installing and starting the client you need to enter the following information Server http localhost 5544 Username Admin Password Admin Support Visit the getting started quide to get help on your fist experience with Import Manager 2008 HL recae 12 File Download Security Warning When asked what to do with the ImportManagerClientSetup msi file choose Run Alternatively you can Download the file to a local destination and run it from there File Download Security Warning Do you want to run or save this file anadgerClie Type Windows Installer Package 2 16MB From localhost a potentially harm your computer If you do not trust the source do not run or save this software What s the isk 13 IE Security Warning Most likely you will receive a second security warning where you should simply confirm that you want to run the MSI file Click Run Internet Explorer Security Warning xX software Name ImportManagerClientSetup msi Publisher Unknown Publisher This file does not have a valid digital signature that verifies its publisher You Y should only run software from publishers you trust How can I decide what sofware to run 14 Welcome At the welcome screen simply click Next 2 Import Manager 2008 Client Jol xj Welcome to the Import Manager 2008 Client Setup Wizard The installer will guide you through the st
30. the ownership of any given object in the system based on data from the data source or inherit from related objects Advanced match criteria Create advanced match criteria based on multiple fields from the data source Command line tools Execute stop log imports from the Command Prompt Office 2007 Ul Consistent Office 2007 Look and feel e Multiple CRM installations Manage multiple CRM installations within one ImportManager instance Entity specific actions Execute platform specific logic like Set State Add to marketing list Add User to Security Role ect CRM 3 0 Support Connect to and manage Microsoft Dynamics CRM 3 0 installations CRM 4 0 On premise support Connect to and manage Microsoft Dynamics CRM 4 0 installations using Window Integrated Security CRM 4 0 Hosted Support Connect to and manage Microsoft Dynamics CRM 3 0 installations using Forms Based Authentication CRM 4 0 Live Support Connect to and manage Microsoft Dynamics CRM 3 0 installations using Microsoft Live ID MSCRM MS CRM 3 0 IMS 2006 IM2008 Partly Partly through Excel A CSV ODBC ustom C ustom Partly Installation and Setup The installation guide comes in two versions a short version that simply describes the three overall steps you need to go through to install ImportManager 2008 and an in depth detailed version with screen shots and step by step guidance through the entire process Before you
31. und in the chosen CRM entity Contact Import Package 7 ka Import Rule Design Run Import Rule Overview Data Source Dynamic Matching Mapping Transformations Delete Fields Mapping Import Data Match Mapping Group M Group fu a gt Field Mappings Map the source fields on the left hand side to a destination field on the right hand side accountrole address 1_addressid Address 1 ID address 1 addresstypecode Address 1 address 1_city Address 1 City address 1_country Address 1 Country address 1_county Address 1 County address1 fax Address 1 Fax address1_ freighttermscode Address 1 address 1_latitude Address 1 Latitude address 1_line7 Address 1 Street 1 address 1_line Address 1 Street 2 address 1_line3 Address 1 Street 3 address1 longitude Address 1 Longit address 1 name Address 1 Name address 1_postalcode Address 1 ZIP address 1_postofficebox Address 1 F address 1_primarycontactname Addres address 1_shippingmethodcode Adare address 1_stateorprovince Address 1 address 1_ telephone Address 1 Pho address 1_telephone Address 1 Tele gt SS rr dir Pe e lt is now a simple task to drag the fields on the right to their corresponding field on the left to create fielc mappings like seen in the screen below Elm Contact Import Package E l aj xj Import Rule Design Run Import Rule Sat amp x Overview
32. value kbollcrmextensions com gt 13 lt add key MailServer value smtp fullrate dk gt 14 lt add key LogViewerUrl value http localhost 5005 logviewer aspx gt 15 lt fappSettings gt lt connectionStrings gt 17 lt clear gt 1 lt i 19 OBS gt to make sure ImportManager 2008 can connect to the SQL Tables created during installation 20 it is important that the Source is changed to the location were you selected to create these tables 22 lt add name CrmExtensions ImportManager Server Properties Settings ImportManagertonnectionString connectionString Data Source Initial Catalog ImportManager Uid ImportUser Pwd PasswordfFl providerName System Data S5qlClient gt 23 lt connectionstrings gt 11 Connect Open a browser to the address hitp localhost 5544 and it should look something along the lines of the screen to the right In the Links section to the right click the Import Manager 2008 Client link Import Manager 2008 Windows Internet Explorer l ioj xj ANA T E http Aocalhost 5544 A Live Search A he sabe Import Manager 2008 Ay El a gt Page ict Tools PE Import M 2008 2 mport Manager 20 CRM Extensions Thank you for choosing Import Manager 2008 Links Getting started Import Manager 2008 Client To get started you need to download and install the windows client which can be found here Product information Setup Help to get
33. y overridden this script and created a different user We need a SQL statement that collects the data we need In our example the following statement will do SELECT FROM Contacts New data source O ODEC Settings Vendor http Version 1 0 0 0 Help http Connection string Driver SQL Native Client Server Database Contacts Uid Im Timeout 30 Check Connection SELECT FROM Contacts SOL Command Text Check Command Cancel As seen in the screen above it is then possible to do a test to see if the connection string and the SQL statement are correct This will provided they are correct result in the following two messages EE 8 Cx Connection tested successfully EEE a Server version 09 00 3054 SOL statement validated successfully To finish simply click OK You can find alternative connection strings to suit your setup on the following homepage www connectionstrings com Setting up the Package 4 Create Package Right click Package in the tree structure in the left side and select New as seen in the screen below A gt 2 CRM Extensions ImportManager 2008 Eel j xj J opec settings Vendor httpiAwwew crmextensions com Version 1 0 0 0 al a ODBC Test Server Driver oo Native Client Server Database Contacts UVid ImportUser Pwd Password 1 Timeout eout FROM Contacts SQL Command Text
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