Installing Sage CRM

The Sage CRM server(s) host the Sage CRM program files, Internet Information Services (IIS) Web Server, and SQL Server database. These components should be installed on a separate server from the one with Sage 100 installed. Depending on the number of users accessing the Sage CRM server, it may be necessary to split the Sage CRM SQL Server database and the IIS Web server across two or more servers.

For Sage CRM hardware and software requirements, refer to the Sage CRM Sage CRM 2021 R1 Software Requirements guide, available in the Sage CRM Help Center.

• If you’re not upgrading from an earlier version of Sage CRM, start with the Pre-Installation Tasks.

• If you’re upgrading from an earlier version of Sage CRM, see Upgrading Sage CRM .

• If you already have Sage CRM 2021 R1 installed and need to integrate it with Sage 100 2021, see Integrating Sage CRM 2021 R1.

Pre-Installation Tasks

Perform these tasks before beginning the installation process.

• Ideally, Sage 100 should be installed before installing Sage CRM.

• If you are upgrading from a prior version of Sage CRM, third-party customizations may be overwritten. Contact your Sage business partner for assistance. For more information, see Upgrading Sage CRM .

• Determine the name of the database server you will install to and the port number that SQL Server is using for TCP/IP connectivity.

• When installing an additional instance of Microsoft SQL Server, you must enter a specific port number and make note of that port number so that you can enter it in CRM Company Options.

• Depending on your Internet connection speed, downloading the installation files may take several hours; therefore, you may want to download the files in advance.

Installation Process

Perform this installation at the IIS Web server. This section refers only to a new installation. For information on upgrading, see Upgrading Sage CRM .

To install Sage CRM

1. Log on to the IIS Web server where you are installing the Sage CRM software.

2. Close down other programs. Do not close antivirus, antispyware, and script-blocking software unless it is actually interfering with the installation.

3. Download the Sage 100 2021 CRM 2021 R1.exe file from the location specified in your Download Notification e-mail from Sage.

   Note: To avoid errors when extracting the installation program from the download file, save the file in a folder located directly beneath the root directory. For example: C:\temp

4. If you’re not automatically asked to extract the files, click the EXE file to extract them. The folder that contains the installation files is extracted.

5. In the folder, click Autorun.exe.

6. On the Autorun screen, click Install Sage CRM 2021 R1 or Upgrade from Sage CRM 7.3 R3 or Later. The installation program may take a few seconds to start.

7. Follow the steps in the installation wizard to install Sage CRM.

Note the name of the Sage CRM SQL Server database and logon information. When setting up the Customer Relationship Management module in Sage 100, you will be required to provide this information.

If Internet Information Services (IIS) is running on the server, you are asked to stop IIS before the installation process begins.

Click OK to stop the IIS server and perform the installation. After the installation has completed, IIS will be restarted automatically.

Post-Installation Tasks

Perform the following tasks after installing Sage CRM and Sage 100.

1. The Integration Engine must be started before setting up Sage CRM. Perform the following steps to start the Integration Engine:

   1. Select Windows Start menu > Control Panel > Administrative Tools > Services.

   2. Right-click Sage 100 Integration Engine and then click Properties.

   3. In the Startup Type field, select Automatic, and then click Apply. Close the Properties window.

   4. Right-click Sage 100 Integration Engine and then click Start.

2. Set up and create users, territories, and security profiles in Sage CRM. One Sage CRM user must be created for each Sage 100 user who will be creating quotes and orders or maintaining customer information.

   For more information, refer to the Sage CRM System Administrator Guide.

3. Set up the Customer Relationship Management module in your Sage 100 installation. Sage 100 and Sage CRM will not be integrated until you set up the module in CRM Server Options and CRM Company Options.

   For more information, see Set Up Customer Relationship Management for a new Company in the Sage 100 help.

Upgrading Sage CRM

If you are upgrading from a previous version of Sage CRM, refer to the Sage CRM 2021 R1 System Administrator Guide for full details on completing the upgrade. The guide is available in the Sage CRM Help Center.

The steps provided in this guide are an overview of the upgrade process. This article is not a substitute for the Sage CRM 2021 R1 System Administrator Guide. The Upgrading section in that guide should serve as your reference.

If your existing installation has third-party customizations, they may be overwritten. Contact your Sage business partner for assistance. After completing the upgrade process and migrating your data, you can simultaneously run your 2021 installation and your previous installation for a test period.

Upgrading From Sage CRM 7.3 or Later

Follow these steps if you are using Sage CRM version 7.3 or later.

1. Create a backup of your Sage CRM database.

2. Create a fully functioning duplicate copy of your existing Sage CRM installation. This mirror copy must be set up exactly the same as your production installation. This is the Sage CRM installation that will be integrated with Sage 100 2021.

3. Restore the backup of your Sage CRM database to the mirror installation created in the prior step.

4. Upgrade the mirror installation to Sage CRM 2021 R1.

   1. Close down other programs. Do not close antivirus, antispyware, and script-blocking software unless it is actually interfering with the installation.

   2. Download the Sage 100 2021 CRM 2021 R1.exe file from the location specified in your Download Notification e-mail from Sage.

      Note: To avoid errors when extracting the installation program from the download file, save the file in a folder located directly beneath the root directory. For example: C:\temp

   3. The Sage Download Manager window opens and indicates the amount of time remaining to download the file.

   4. Click the EXE file to extract the installation files. The folder that contains the installation files will be extracted.

   5. In the folder, click Autorun.exe.

   6. On the Autorun screen, click Install Sage CRM 2021 R1 or Upgrade from Sage CRM 7.3 or Later.

   7. Proceed through the steps in the wizard to update your mirror installation, and to install the components necessary for integration with Sage 100.

5. If you’ve not yet migrated your Sage 100 data, complete that process before completing the next step.

6. After migrating your data, log into Sage 100 and check the settings in CRM Server Options. Update the settings as needed. For more information, see the CRM Server Options help.

   For information on migrating your data, see the Upgrade Checklist in the Sage 100 Customer Upgrade Guide.

7. If you are using Quick Order Entry, see Resetting the Tomcat Port Number for Quick Order Entry.

Upgrading From Earlier Versions of Sage CRM

If you are upgrading from a version of Sage CRM released earlier than 7.3, you must follow this upgrade path before upgrading to Sage CRM 2021 R1, beginning with your current version.

1. Upgrade to Sage CRM 7.1 SP1.

2. Upgrade to Sage CRM 7.2b.

3. Upgrade to Sage CRM 7.3.

After you’ve upgraded to Sage CRM 7.3, follow the steps under Upgrading From Sage CRM 7.3 or Later.

For information on obtaining prior versions of Sage CRM to complete the upgrade path, contact Sage 100 Customer Support.

Upgrading from Extended Enterprise Suite 1.4

If you are upgrading from Sage Extended Enterprise Suite version 1.4, you must follow this upgrade path before upgrading to Sage CRM 2021 R1.

1. Upgrade to Sage CRM 7.0 D2.

2. Upgrade to Sage CRM 7.1 SP1.

3. Upgrade to Sage CRM 7.2.b.

4. Upgrade to Sage CRM 7.3.

After you’ve upgraded to Sage CRM 7.3, follow the steps under Upgrading From Sage CRM 7.3 or Later.

For information on obtaining prior versions of Sage CRM to complete the upgrade path, contact Sage 100 Customer Support.

Upgrading from Extended Enterprise Suite 1.3 or prior

Sage does not support upgrading from versions of Extended Enterprise Suite prior to version 1.4. If you are on version 1.3 or prior, you must upgrade to version 1.4 and then follow the steps under Upgrading from Extended Enterprise Suite 1.4 .

Resetting the Tomcat Port Number for Quick Order Entry

Upgrading Sage CRM may change the Tomcat port number that is used for Quick Order Entry. If you use Quick Order Entry, follow these steps to reset the port number.

To reset the Tomcat port number

1. On the server where Sage CRM is installed, open the Windows Control Panel.

2. Select Administrative Tools > Internet Information Services (IIS) Manager.

3. In the Connections pane, under Sites > Default Web Site, select the Sage CRM installation that you need to update.

4. In the pane on the right, click Features View.

5. In the IIS area, click URL Rewrite.

6. In the URL Rewrite window, select sage100erp_rwc.

7. On the Actions menu, click Edit.

8. In the Edit window, scroll to the Action area.

9. In the Rewrite URL field, change the port number to the value used for the Sage CRM instance that you’ve upgraded.

   If you aren’t sure of the port number, you can find it by executing the following command in SQL Server Manager on the server where the Sage CRM instance that’s you’ve upgraded is installed:

   select parm_name, parm_value from custom_sysparams where parm_name='CRMTomcatPort'

10. Restart IIS and the Tomcat service.

Integrating Sage CRM 2021 R1

If you already have Sage CRM 2021 R1 installed, and you need to integrate it with Sage 100 2021, follow the steps below.

1. In the folder containing the installation files used to install Sage CRM, click Autorun.exe.

2. On the Autorun screen, click Integrate Existing Sage CRM 2021 R1 Installation with Sage 100 2021.

3. Follow the steps in the wizard to set up the integration.

Installing Quick Order Entry

To use Quick Order Entry for entering orders and quotes within Sage CRM, you must install the Quick Order Entry Component. Quick Order Entry is available for use only with Sage 100 Advanced and Premium.

To install Quick Order Entry

1. In the folder containing the installation files used to install Sage CRM, click Autorun.exe.

2. On the Autorun screen, click Install Quick Order Entry Component, and follow the steps in the wizard to complete the installation.

3. If you have Sage CRM and Sage 100 installed on two different servers, or if they are on the same server and you are not using the default port number (10000), edit the web.xml file:

   1. On the server, browse to the following location within the Sage CRM installation folder: ..\tomcat\webapps\richwebclient_swt\WEB-INF

   2. Right-click the web.xml file and click Edit to edit the file in Notepad.

      You must run Notepad as the administrator. If you are not logged in as the administrator, open Notepad by right-clicking it on the Windows Start menu and then clicking Run as administrator.

   3. Review the settings in the table below and update them as needed.

Setting	Note
pvx host name	The name of the server where Sage 100 is installed. The default value is localhost, which is applicable only if Sage 100 is installed on the same server as Sage CRM.
pvx host socket	The port number used by the Sage 100 server to listen for client connections. The default host socket value is 10000.

4. Stop and then restart the Tomcat service on the server where Sage CRM is installed.