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Microsoft C360 User Manual

Microsoft C360 User Manual

Import manager
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c360 Import Manager User Guide
Microsoft Dynamics CRM 4.0 compatible
 
 
 
 
 
 
 
 
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Summary of Contents for Microsoft C360

  • Page 1 _____________________________________ c360 Import Manager User Guide Microsoft Dynamics CRM 4.0 compatible _____________________________________    ...

  • Page 2: Table Of Contents

    Table of Contents   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   ...

  • Page 3: Introduction

    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.

  • Page 4: Installation And Setup

    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"...

  • Page 5: Requirements

    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.
  • Page 6 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”.
  • Page 7 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\”.
  • Page 8 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”...
  • Page 9 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”.     ...
  • Page 10 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 say “Source=.;”.
  • Page 11 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. 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.
  • Page 12 14. Welcome. At the welcome screen simply click “Next”. 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”.
  • Page 13 16. Confirm. Now the installer has gathered all the necessary information to install the Import Manager 2008 Client. Simply click “Next”. 17. Installing. Please wait while the installer progresses through the installation.     ...
  • Page 14 18. Complete. The installation has been completed. Click “Close”. 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.
  • Page 15 20. Start ImportManager 2008. To start ImportManager 2008 click the “Start” button, select “All Programs” and then “CRM Extensions” followed by the “ImportManager 2008” folder and finally “ImportManager 2008”. 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.
  • Page 16 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. 23. Finished. ImportManager 2008 has now been started and should look like the screen below, ready to start importing.

  • Page 17: License

    License <Under Construction> 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". 2.
  • Page 18 3. Connection Information. Enter the CRM server URL, as well as administrative credentials for this CRM server (Username, Password and Domain name). 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".

  • Page 19: Creating A User

    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.
  • Page 20 2. User Details. Fill in the necessary information for the new user as illustrated in the screen below.     ...
  • Page 21 3. Save User. The user is created, but as seen in the screen below, the user still isn't associated with a server. 4. Associating Server. Click the "Servers" button in the bottom left corner. In the "Servers" tree structure right click "Users" an select "Associate user"...
  • Page 22 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.     ...
  • Page 23 6. Log In. Close down ImportManager 2008 and start it up again. This time try to log in with your newly created user account. 7. Check. As seen on the screen below, only the servers associated with the user is visible.   ...

  • Page 24: Simple Import

    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.
  • Page 25 2. Browse to the file. In the browser that pops up, browse to the location of your data file and select it. Remember that the file should be in text format. 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.
  • Page 26 3. New Data Source. Right click "Data Source" and select "New". 4. Data Source. Give the Data Source a name and select the "Text file Datasource" from the list. Click "Create".     ...
  • Page 27 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 this file has a header row or not, choose the Separator, if there's any quotation and finally what encoding the file uses.
  • Page 28 6. Done. The Data Source has now been created. If you select it in the tree, by expanding "Data Sources" and s the particular data source, you can view and change settings. Setting up the Package: 7. New Package. Right click "Package" in the left tree menu and select "New".   ...
  • Page 29 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.
  • Page 30 If there are more than one Data Source in the list, the selected Data Source will be blue as opposed to white.     ...
  • Page 31 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 "Add".     ...
  • Page 32 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.     ...
  • Page 33 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.   ...
  • Page 34 13. Add Filter. Right click "Criteria" and select "And".     ...
  • Page 35 14. Add Conditions. Right click the newly created filter and select "Add Condition...".     ...
  • Page 36 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. Repeat this procedure, but this time map "Last Name"...
  • Page 37 You've now created a match criterion that states: if first name and last name match the record, there is match. 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 found in the chosen CRM entity.
  • Page 38 It is now a simple task to drag the fields on the right to their corresponding field on the left to create field mappings like seen in the screen below.     ...
  • Page 39 16. Run Import. Click the "Run" tab in the top followed by the "Save & Run" button and the following screen will be visible.     ...
  • Page 40 After a while you should get something along the lines of the screen below. If the imports are a little slow to start, it is usually because IM2008 needs to start up MS CRM first.     ...
  • Page 41 17. Done. Once the import is done and you've closed down the window you can see the jobs under a particular pa the package as seen in the screen below.     ...

  • Page 42: Odbc Source

    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.
  • Page 43 2. Data Source Selection. Select ODBC Datasource from the list, give your source a name and click "Create".     ...
  • Page 44 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=myDataBase;Uid=myUsername;Pwd=myPassword;...
  • Page 45 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. 5.
  • Page 46 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.     ...
  • Page 47 Click "Add". 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.     ...
  • Page 48 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 "Attribute", a "Condition" and a "Datasource" to match and click "OK". For our example we used the "Email Address 1"...
  • Page 49 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.
  • Page 50 10. Save & Run. Click the "Run" tab and then "Save & Run" to save and run your rule.     ...
  • Page 51 11. Finished. Once the import is done and you've closed down the window you can see the jobs under a particular pa selecting the package as seen in the screen below.     ...

  • Page 52: Faq And Common Errors

    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.
  • Page 53 2. Unable to connect to remote server. This error message will likely pop up when the wrong port number is provided during login. 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”.

  • Page 54: Appendix A - Installing Sql

    SQL login with administrative permissions to the database! Alternatively you can run a SQL script, provided from CRM Extensions. 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&displaylang=en Simply run the .exe file and follow the instructions.
  • Page 55 Your index page goes here... In MS-Word, select INDEX AND CONTENTS from the INSERT menu.   Select INDEX and click OK.     ...

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