Microsoft C360 User manual

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c360 Import Manager User Guide
Microsoft Dynamics CRM 4.0 compatible
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Table of Contents
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Introduction ...................................................................................................................................................................... 3
Features ........................................................................................................................................................................ 3
InstallationandSetup ....................................................................................................................................................... 4
Requirements................................................................................................................................................................ 5
ShortVersion................................................................................................................................................................. 5
DetailedVersion............................................................................................................................................................ 5
License.........................................................................................................................................................................17
CreatingaServer............................................................................................................................................................. 17
CreatingaUser................................................................................................................................................................ 19
SimpleImport.................................................................................................................................................................. 24
TextSource.................................................................................................................................................................. 24
ODBCSource ...............................................................................................................................................................42
FAQandCommonErrors ................................................................................................................................................ 52
InstallationandSetup .................................................................................................................................................52
AppendixA‐InstallingSQL ............................................................................................................................................. 54
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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 different CRM Servers. It 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).

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 commence with the actual installation, make sure you meet the requirements
described in the "Requirements" chapter following this chapter.
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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:\program 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 problems 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 “ImportManager
2008.MSI”.
1. Installer Startup.
The installer is started. Simply wait.
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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”.
3. Welcome.
In the welcome screen simply click “Next”.
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4. End-User License Agreement.
Read the EULA by scrolling down.
After reading and agreeing to the EULA, click the “I accept the terms in the license agreement”
radio button.
Click “Next”.
5. Destination Folder.
ImportManager 2008 will as a default install to “C:\Program Files\CRM
Extensions\ImportManager 2008\”. We recommend that you do not change this folder.
Nevertheless, should you choose to do so, simply click the “Change” button.
Click “Next”.
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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 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.
7. Ready to Install.
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The installation is now ready to run, as all the necessary information has been gathered.
Click “Install”.
8. Installing.
Simply wait while the installation progresses.
9. Completed.
The installation has been completed.
Click “Finish”.
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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\ImportManager 2008\web.config).
Locate the “add” tag (usually on line 22) and inside the “connectionString” value, locate the part that sa
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“Source=.;”. Change the dot to your database name, unless you simply run on the local database, whic
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is the same. E.g. .\IM2008 would be the same as local\IM2008
11. Connect.
Open a browser to the address http://localhost:5544/ and it should look something along the lines of th
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screen to the right. In the “Links” section to the right, click the “Import Manager 2008 Client” link.
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