c360 Word Mail Merge Installation Guide by ojd96442

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									c360 Word Mail Merge Installation Guide
Microsoft Dynamics CRM 3.0 compatible



c360 Solutions, Inc.
www.c360.com

Products@c360.com
Table of Contents _______________________
c360 Word Mail Merge Installation Guide ........................................................... 1
Table of Contents........................................................................................... 2
Overview and Notes ....................................................................................... 3
     Overview................................................................................................ 3
     Microsoft CRM Compatibility ...................................................................... 3
     c360 Word Mail Merge for Microsoft Dynamics CRM 3.0 ................................. 3
Installation Instructions .................................................................................. 4
Installation of Server Component ..................................................................... 5
     Steps to install Word Mail Merge Server Component for Microsoft CRM 3.0....... 5
Installation of Client Component .....................................................................11
     Prerequisites..........................................................................................11
     Steps to install Word Mail Merge Client Component for Microsoft CRM 3.0.......13
Word Mail Merge Server Configuration .............................................................19
     ISV Config .............................................................................................19
     General Settings ....................................................................................20
     SharePoint ............................................................................................24
Word Mail Merge Templates............................................................................36
     How to create Word Mail Merge templates? ................................................36
     Security Settings for Word Mail Merge Templates ........................................36
Troubleshooting ............................................................................................37
Licensing .....................................................................................................38
     For fresh installation of c360 Word Mail Merge for Microsoft CRM 3.0 .............38
     Evaluation Licenses.................................................................................38
     Demo Licenses .......................................................................................38
Uninstall Instructions.....................................................................................39
International Languages.................................................................................40
Appendix .....................................................................................................41
     Installing UpLoadFile WebService for SharePoint .........................................41




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Overview and Notes _____________________
Overview
This document outlines the process for installing c360 Word Mail Merge for Microsoft
Dynamics CRM 3.0.

Microsoft CRM Compatibility
c360 Word Mail Merge for Microsoft Dynamics CRM 3.0 is compatible with Microsoft
Dynamics CRM version 3.0. For additional product information, please visit
http://www.c360.com/WordMailMerge.aspx

c360 Word Mail Merge for Microsoft Dynamics CRM 3.0

c360 Word Mail Merge is a Microsoft CRM enhancement that allows you to create
Word documents with data from Microsoft CRM. Word Mail Merge enables you to
create a mail merge using CRM fields/entities, add additional fields to the mail
merge, create letter-activity directly from Word and add Word documents
directly to CRM entities. With Word Mail Merge, Microsoft CRM users will be able to:

-   Merge CRM entity record details (contacts, accounts, custom entity) into a Word
    template directly from the CRM web client
-   Mail Merge in Word with many CRM records
-   Choose many fields from CRM entities (including custom fields) when
    generating a mail merge document
-   Generate word documents with custom entities and insert related information
    (from accounts, contacts)
-   Create mail merges using quotes, orders, invoices and use custom fields
-   Generate Word documents and send it as PDF per email (required Adobe PDF
    Writer or PDF995)
-   Send personalized emails/newsletters with attachments
-   Create word documents and save them as letter activities back in CRM (with
    the attachment)
-   Save ANY Word document directly from Word to Microsoft CRM and link to any
    CRM entity (Leads, Contacts, custom entity)
-   Create mail merges and save them to a CRM entity as an outgoing letter activity
    with the content of the document as description and document itself attached as
    a note
-   Use Advanced Find query within MS Word to perform mail merge and generate
    mass email or mass print letters




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Installation Instructions _________________
Before installing c360 Word Mail Merge, please read this document and follow the
steps carefully.

The installation consists of the following steps (which must be completed in the order
specified).

Steps
   1.   Installing the Server component of Word Mail Merge
   2.   Configuring the CRM system
   3.   Installing the Client component of Word Mail Merge
   4.   Configuring client security

Please read the “Word Mail Merge Users Guide” after successful installation to learn
more about the functionality

The installation of c360 Word Mail Merge for Microsoft CRM 3.0 requires the setup
files which can be downloaded by visiting
http://www.c360.com/DownloadRegister.aspx.




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Installation of Server Component __________
The server component of Word Mail Merge provides you with the capability to start a
mail merge from the CRM web client.

To install this component, the installation application must be run on the CRM server
by a user with Domain Administrator privileges. The installation of c360 Word Mail
Merge for Microsoft CRM 3.0 requires the setup files which can be downloaded by
visiting http://www.c360.com/DownloadRegister.aspx.

Steps to install Word Mail Merge Server Component for Microsoft CRM 3.0

1. Extract the “c360.WordMailMergeServer(MSCRMv3.0).zip” file into a folder on the
   Microsoft CRM server machine.

2. Double click the ‘Setup.exe’ file. You will see the following screens.




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3. Enter the CRM Servername and (port). Then click ‘Next’.




4. Check ‘HTTPS’ box if you are using Https. Click Next




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5. Choose the installation folder.




6. Click ‘Next’




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7.   You will see below screen




8. The installation is now completed




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9. You will now be asked if you want “Word Mail Merge” to change the isv.config for
   you




If you say YES, than WordMailMerge Server Config creates a copy of the
original and changes the isv.config for you.

Select each Object where you want to add the new Button. The Name of the Button
can also be given.

If you want to access this tool later, you can find it at
“C:\Program Files\c360\WordMailMerge Server for MS CRM 3\config\
WordMailMergeServerConfig.exe”




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10. Open CRM Account form, you will see the ‘Print in Word’ icon




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Installation of Client Component ___________

Prerequisites

Word Mail Merge will run under the standard security settings pre-defined for the
zone “Trusted sites”. However, as part of the Internet Explorer Security, you will be
prompted if you want to activate the WordMailMerge ActiveX add-in.

In order to run Word Mail Merge without being prompted, follow the steps below

The tasks below are done on each client machine

1. First, you need to check what Security Zone the CRM system runs in on the client
   machine. To do this, do the following
      i. Start Internet Explorer
     ii. Type the CRM Server address in the “Address Bar”
    iii. Check the Zone Setting on the right side of the Internet Explorer Status Bar

Example of the Zone Settings:


The following screenshot shows you how to change the security zone of MS CRM.




Please enter your CRM site to this list on every client!

2. Setup Internet Explorer to allow the WordMailMerge ActiveX controls to run:
     i. Double-click on the Zone Setting Icon (Local Intranet in this example)




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       The following dialog box will appear:




     ii. Click on the Custom Level button, to view the current Security Zone
         Settings. You must now set the following settings, to either “Enable” or
         “Prompt” (“Enable” is recommended):




    iii. Click OK twice to accept and close the Security Zone Settings

The WordMailMerge Client is now setup and ready to mail merge from both Microsoft
Word and the Microsoft CRM Web Client.




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Steps to install Word Mail Merge Client Component for Microsoft CRM 3.0
Important: Before installing the Client component
      1. Close all Office products (MS Word, MS Outlook)
      2. Be sure the client is online to the CRM Server

Note: To go sure you can verify that Word and Outlook not are running, by starting
the Windows Task manager, and checking that WINWORD.EXE and OUTLOOK.EXE
are not running in the processes list.


1. Extract the “c360.WordMailMergeClient(MSCRMv3.0).zip” file into a folder on the
   Microsoft CRM client machine.

2. Double click the ‘Setup.exe’ file. You will see the following screens.




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3. Enter the CRM Servername and (port). Then click ‘Next’.




4. Choose the installation folder




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5. Click ‘Next’




6.   You will see below screen




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7. Choose the language, SMTP Server and verify other settings




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8. The installation is now completed




11. Open MS Word and you will see the new Word Mail Merge toolbar



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12. In some cases, there may be issues whereby the buttons in Word do nothing. In
    those instance, you have to restart the client PC.




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Word Mail Merge Server Configuration ______
You can open the Word Mail Merge Server configuration from

“\\Program Files\c360\WordMailMerge Server for MS CRM 3
\config\WordMailMergeServerConfig.exe”


ISV Config

Here its possible to choose the entities where the “Print in Word” button should
appear in CRM.




If you say YES, then WordMailMerge Server Config creates a copy of the
original and changes the isv.config for you.




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Select each Object where you want to add the new Button. The Name of the Button
can also be given.



General Settings




          1) MSCRM Server
             Enter CRM servername and portnumber in here (e.g. in our example
             the servername is danubecrm and runs via port 5555

          2) HTTPS
             Check here if you want to run WordMailMerge via https. You have to
             copy your certificate into the installation directory of WordMailMerge
             Server. The file must be named “clientcert.cer”

          3) Templates
             Here it’s possible to define the location of the WordMailMerge


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               templates
               SharePoint has to be deactivated in order to modify this setting (see
               chapter 1.3.3 ->1)




          4) Language
             You can choose the language in the dropdown-box. Languages are
             listed in language code (en for English, de for German)
             To add another language please see chapter (1.5)

          5) Debug
             Leave unchecked. This option is used by our Support to simplify bug
             fixing.

          6) Names to Cut
             For detailed in formation see chapter 1.5.3

          7) Additional Entities
             WordMailMerge only shows customizeable entites by default.
             If you want to use other entities for WordMailMerge you have to define
             them in here.

Ad 6 & 7: To add entities, click on the [..]-icon. A new window will appear which
allows you to insert entities.




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          8) Save templates locally
             to allow users to use templates from their local machines.

               Users can specify the folder where they want to use the templates
               locally from in the WordMailMerge Settings on the client.




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SharePoint

it’s possible to use an MS Share Point as location for WordMailMerge documents
(templates, merged documents)

System requirements:
         • Sharepoint Services 2.0 or 3.0
         • Sharepoint Portal Server 2003 or 2007

The tab is basically divided in general sharepoint settings and
the “Save documents in SharePoint” – settings




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General Settings

   1) Use SharePoint
      Choose this option to use Sharepoint. When activated the WordMailMerge
      templates will be saved and loaded from the sharepoint, otherwise they will
      be loaded from the WordMailMerge templates share on the server (see
      chapter 1.3.2)

   2) Sharepoint Server
      Enter name and Port of the Sharepoint Server here. (in our case the name is
      danubecrm and port is 1919)
      IMPORTANT: Changing the server will reset all sharepoint specific settings




   3) HTTPS
      Check this option if you want to use https mode. You have to copy your
      certificate into the installation directory of WordMailMerge Server. The file
      must be named “clientcert.cer”

   4) Template Folder Name
      Here you have to define the folder on the server where the WordMailMerge
      templates are located. With a click on [..] following window appears:




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                         Choose the folder where the
                         WordMailMerge templates are
                         located.




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Save documents to SharePoint settings
Here its possible to define how the documents should be saved to the SharePoint




   1) Save Documents in SharePoint

      Check here to activate.
      Notice : The WordMailMerge – services have to be installed on the Sharepoint
      to activate.
      You’ll get following notification if the necessary services could not be found:




      In this case you’ll have to install the WMM Sharepoint services on the
      SharePoint
      -> See Appendix in this document




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   2) Documents Default Folder
      Specifies the default folder for documents saved with WordMailMerge

      You can choose the folder with a click on [...]

                                         May you don’t have permissions to read the existing folders,
                                         in this case you can change the user with a click on [Specify
                                         User]




      When you select a folder or list the first time, you will get following message:




      WordMailMerge needs additional fields on the current sharepoint-list to save
      the merged documents. The configtool can create this fields for you or you
      must create it yourself.
      Fields:
              Fieldtype: Text / Name: WordMailMergeGUID / Length: minimum 50
              Fieldtype: Text / Name: WordMailMerge / Length: minimum 50




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   3) Configure Folder for entities

      Here you can specify a specific folder for each entity.




                                                            Click here to open the folder-
                                                            selection


                                                                Click here to reset to (default)




      Click on [Folder] to open the Selection (e.g account)




      All documents for entity account will be saved to this folder afterwards.



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      Set this option to (default) to use the Documents default folder (see chapter
      1.3.3.2)




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   4) New Folder for each row

      Here you can choose if you want to have an extra folder for each record of an
      entity (e.g account, contact,....)

      you can set this option by default with the checkbox.

      To specify this option for each entity, click on [Configure for entities]




      Options:

          •    Checked: a new folder will be created for each record
          •    Unchecked: Templates saved for this entity will be saved to the folder
               specified in No: 2 and 3 (see above)
          •    (default): overtakes the state of the “New Folder for each row”-
               Checkbox.




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         •
   5) Visualization options

Here it’s possible to choose where you want to see the created/saved documents

Basically there are two options:

       •   Entity details

           The documents will be shown within the entity details of the entities.
           A new menu option will appear in the sidebar.




                                         A new option, which shows up an
                                         IFrame of the Sharepoint-
                                         documents, is available in the
                                         sidebar.




           you can specify the entities where this option should appear with a click
           on [Configure for entities]




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           By default the view “AllItems.aspx” is used to view your sharepoint
           documents. If you have created your own view, you could configure this
           view on the ASPX Site setting.




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    • Letter activity

        A new attribute will be added to the “letter”-entity where a link to the
        document on the sharepoint is saved.

        You can change the attribute with by checking the [Change Activity Field]
        option.
        Following info-screen appears:




        Insert the new attribute name in the textbox:




                                                             New attribute which contains the
                                                             link to the document on the
                                                             Sharepoint




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        If you want to see the documents in the sidebar and in the letter activity,
        choose the “both” opion.




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Word Mail Merge Templates _______________
WordMailMerge Templates are predefined Word Templates which have some mail
merge fields in it. You can define templates for each MS CRM Entity (i.e. account,
contact,..) different Templates.

The installation of Word Mail Merge includes some sample templates. Open an
account in the Web Client and click on the “Print in Word” Button and use the
“Account Reconnect” template to see the behaviour.

How to create Word Mail Merge templates?
Refer to the c360 Word Mail Merge Users guide to get more information about the
creation of Word Mail Merge templates



Security Settings for Word Mail Merge Templates
The sample Word Mail Merge templates are saved in a share on the server where you
installed the Word Mail Merger server component by default.
(“C:\program files\c360\WordMailMerge Server for MS CRM 3\templates\”)

If you want to allow only some users to create or change Word Mail Merge
templates, you can do that with defining some NTFS Security Settings on this File
Share.

It’s also possible to change the location of the Word Mail Merge templates. You can
do this by changing a config value on the server

1. Open the web.config file on the server (C:\program files\c360H\WordMailMerge
   Server for MS CRM 3\web.config.)

2. In this file you’ll find following line:

<add key="templates" value="\\Platypus\WordMailMergeTemplates\"/>

Enter the location of the new location in the value.




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Troubleshooting ________________________
Search the c360 Knowledge Base for up-to date information regarding installation
errors. www.c360.com/support




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Licensing _____________________________
For fresh installation of c360 Word Mail Merge for Microsoft CRM 3.0
   License setup application can be obtained from c360 Solutions Inc upon request.

Evaluation Licenses
   The product is installed as a fully functional trial version that is valid for 1 month
   from installation date

Demo Licenses
   To download “demo licenses” for one of the sample Microsoft Dynamics CRM 3.0
   installations for organization names ‘Adventure Works Cycle Demo’, ‘Adventure
   Works Cycle’ or ‘Microsoft CRM’, please visit our website at
   http://www.c360.com/Licenses.aspx




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Uninstall Instructions ___________________
Steps to uninstall c360 Word Mail Merge for Microsoft Dynamics CRM 3.0

1. On the CRM server where you installed the product navigate to ‘Control Panel’
   and open ‘Add or Remove Programs’

2. Select c360 Word Mail Merge from the list of the currently installed programs

3. Click ‘Remove’

4. Click ‘Yes’ in the confirmation message box to begin the uninstall process.




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International Languages _________________
c360 Word Mail Merge for Microsoft Dynamics CRM 3.0 includes language translation
files which allow you to select the language displayed to the user (German, French
etc).
Please go to our language product page http://www.c360.com/Language.aspx to
obtain instructions for installing and configuring the language translation.




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Appendix _____________________________

Installing UpLoadFile WebService for SharePoint

In order to save your documents created by WordMailMerge on a SharePoint, you
have to install first a requiered WebService on your SharePoint.

Installation on SharePoint 3.0 / 2007

Follow this steps to install the WebService on Windows SharePoint Services 3.0
or Microsoft Office SharePoint Server 2007

In the installation directory of WordMailMerge Server you can find a subfolder named
"Sharepoint". Open this folder and there you'll find a file named
WMMSharePointInstaller30.exe. Copy this file on your SharePoint Server and
execute it on the server.




Here you see all your WebSites running in IIS. You must select your SharePoint
WebSite. In this example it would be "SharePoint - 80". Then you must click on
"Install" to install the WebService.

When you see following screen, the WebService is installed and you are now ready to
use SharePoint to save your merged documents created by WordMailMerge




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Installation on SharePoint 2.0 / 2003

Follow this steps to install the WebService on Windows SharePoint Services 2.0
or Microsoft Office SharePoint Portal Server 2003

In the installation directory of WordMailMerge Server you can find a subfolder named
"Sharepoint". Open this folder and there you'll find a file named
WMMSharePointInstaller20.exe. Copy this file on your SharePoint Server and
execute it on the server.




When you see following screen, the WebService is installed and you are now ready to
use SharePoint to save your merged documents created by WordMailMerge.




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