Migration Instructions for MS Dynamics CRM

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Document Information 1

Document Information

Title Migration Instructions for MS Dynamics CRM

Subject e-Con 2012

Version

Status

Solution Product

Category User Manual

Author Marijn van Poelje

The information in this document is subject to change without notice. No part of this document may be reproduced, stored or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of To-Increase e-Con Solutions B.V. To-Increase e-Con Solutions B.V. assumes no liability for any damages incurred, directly or indirectly, from any errors, omissions or

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Table of Contents 2

1. Introduction

This document describes the prerequisites and steps required when migrating from e-Con 4.x for MS Dynamics CRM to e-Con 2012 for MS Dynamics CRM.

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Prerequisites 4

2. Prerequisites

This chapter describes the prerequisites for the migration to e-Con 2012 for MS Dynamics CRM.

2.1 Licenses

Before installing and migrating to e-Con 2012 the e-Con license needs to be updated to run this version.

To update your license send an e-mail to [email protected] with the request for updating the e-Con license to version e-Con 2012. Include the actual e-Con license as well. The e-Con license can be exported from the e-Con studio. Open the e-Con studio, select tools – export – license and select the location for saving the license. Attach this file to the e-mail. There are not any costs involved.

2.2 Installation

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Migration instructions 5

3. Migration instructions

3.1 Introduction

This chapter describes migration steps needed prior to installing e-Con 2012 as well as steps to take after installation including eventually required model changes.

3.2 Before installation

Steps needed prior to installing e-Con 2012 are described in this section.

3.2.1 Uninstall of the CRM&More e-Con integration

Prior to installing the e-Con 2012 CRM integration the current CRM&More e-Con integration needs to be installed. Just go to control panel – uninstall a program, select the CRM&More e-Con

integration program and click on uninstall.

3.2.2 Remove double domains

In e-Con 2012 the caching of the Studio Domains is improved. As a result it’s no longer allowed to have and use domains with same Id’s. Prior to upgrade to e-Con 2012 remove these duplicate domains within the e-Con studio.

3.3 Installation

Follow the instructions as described in the installation manuals, ‘e-Con 2012 – Installation manual’ and ‘Con 2012 - MS Dynamics CRM Integration - Installation and User Manual’. Also update the e-Con CRM integration by importing the e-e-Con CRM integration solution AND the

“eConSolutions_Integration_2_0_1_2” solution into Microsoft Dynamics CRM.

3.4 After installation

3.4.1 e-Con Settings

Make sure all environment specific settings, as they exists in the e-Con 4.2 environment, are added in the new e-Con 2012 environment

Add “;nativesvc=SQLService.svc” the the SQL Connection String. (Data.SQL.ConnectionString)

3.4.2 CRM Settings

Change the e-Con settings in CRM to match the e-Con 2012 requirements.

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When you want to run the e-Con Silverlight User Interface you also need to change the e-Con URL and select a theme.

For running Silverlight last part of the url must be changed from ‘eConEngineHtml.aspx’ to ‘eConSLPage.html’.

Example URL’s:

Running IIS: http://win-qdsrqn459rl:81/crm2011/eConEngineHtml.aspx Running Silverlight: http://win-qdsrqn459rl:81/crm2011/eConSLPage.html#

Silverlight also allows you to select a theme for the User Interface. Most logic choice is to select the ‘crm’ theme here.

3.4.3 Build all models

After installation all models needs to be build in order to update the model dlls and also to create the model client dlls required by Silverlight.

3.4.4 Model compatibility issues

Process Task

For consistency reasons the process task is no longer performing an exit after processing the configuration. Instead a new task is available the ‘eCon.UI.Tasks.ProcessAndExitTask’ which is processing and exiting e-Con. Only when the ‘eCon.UI.Tasks.ProcessTask’ is used in your model, typically when custom buttons are used instead of the standard buttons, the

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3.4.5 Model compatibility issues only when running Silverlight

Format of pictures

The Silverlight e-Con 2012 user interface only supports pictures of the formats ‘png’ and ‘jpg’. When other formats of pictures are used in the e-Con models, these pictures need to be converted to the ‘png’ or ‘jpg’ format. Also make sure the correct format is specified in the models itself, either in the structure or rules.

Model help

Model help is currently not implemented for the Silverlight client. The functionality will become available for e-Con 2012 Silverlight early 2012. Till then simply deactivate the ‘help’ reference in your model.

Visualization

Real-time visualization, using the functions of the ‘eCon.Visualization.Functions’ and outputting SVG format picture is not supported for the Silverlight client. This functionality or equal functionality will become available in e-Con 2012 R2.

Print of documents

In e-Con 4.2 very often the eConPrintReport.aspx page is used to generate and open document. Example:

PRINT@default = "eConPrintReport.aspx?key=" & EngineKey() & "&report=" &

"OfferteDeur-" & Language &".xml" & "&reportversion=" & "1" & "&content=" &

"application/msword"

This aspx page is not supported in Silverlight. Instead the print task must be used. Example:

local string File = Replace(OutputFolder; "\\"; "/") + "/" + EngineKey() +

".doc";

Buttons.Print@default =

"task:eCon.UI.Tasks.PrintTask:'QuoteDocument','1.0.0','" & File & "','en-US',true|task:eCon.UI.Tasks.StartFile:'" & File & "'"

Function GetHTMLImages