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_____________________________________ c360 Import Manager User Guide Microsoft Dynamics CRM 4.0 compatible _____________________________________ .
Table of Contents Introduction ............................................................................................................................... ....................................... 3 Features ......................
Introduction ImportManager 2008 is a powerful tool that allows mass manipulati on of data inside Microsoft Dynamics CRM, with unprecedented c ontrol 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.
Installation and Setup The installation guide comes in two versions, a s hort version that simply describes the three overall steps you need to go through to instal l ImportManager 2008 and an in depth detailed version with screen shots and step by step guidance through the entire process.
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 .
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 in stance 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 c harge from Microsoft.
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 FilesCRM ExtensionsImportManager 2008”.
6. Database Server. You now need to choose a database server for ImportManager 2008 to use. This server must be created prior to the installati on of ImportManager 2008, as otherwise it will fail to show up in the drop down list here.
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.
10. Edit web.config. You need to edit the web.config file found in the root of the ImportManaegr 2008 installation (usually C:Program FilesCRM Extensio nsImportManager 2008web.config). Locate the “add” tag (usually on line 22) and inside the “connectionString” value, locate the part that sa y “Source=.
12. File Download - S ecurity Warning. When asked what to do with the Im portManagerClientSetup. msi file, choose “Run” . Alternatively you can Download the file to a local destination and run it from there.
14. Welcome. At the welcome screen simply click “Next” . 15. Select Installation Folder. We recommend that you keep the default destination folder, as s een in the screen below, but it is possible to change this location by clicking “Browse” .
16. Confirm. Now the installer has gathered all the necessary information to install the Import Manager 2008 Client. Simply click “Next” . 17. Installing.
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.
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.
22. Starting up/connecting. Everything will be greyed out for a spell and unle ss 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 star ted and should look like the screen below, ready to start importing.
License <Under Construction> Creating a Server ImportManager 2008 uses a client-serve r 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" .
3. Connection Information. Enter the CRM server URL, as well as admin istrative 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" .
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 user s and setup which servers they can connect to.
2. User Details. Fill in the necessary information for the new user as illustrated in the screen below. .
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" and then the new user.
5. User Associated. When clicking "Users" in the bottom left corner and then selecti ng the new user, it is now possible to s e that the user has been associated with a server.
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.
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 si mple import from a text file.
2. Browse to the file. In the browser that pops up, browse to t he location of your data file and select it. Remember that the file s hould be in text format. The tree will update, to show you that a file has been upl oaded and if you right click the file, it is possibl it or delete it.
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.
5. Text File Settings. Make sure that the settings for the chosen file are corre ct. 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.
6. Done. The Data Source has now been created. If y ou select it in the tree, by expanding "Data Sources" and s the particular data source, y ou can view and change settings. Setting up the Package: 7. New Package. Right click "Package" in the left tree menu and select "New" .
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 checki ng the corresponding radio button. You can also select whether you want the import to run with a single or multip le threads, the latter bein g faster on computers wit h multiple cores.
If there are more than one Data S ource in the list, the selected Data Source will be blue as opposed to white. .
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 S ource created earlier and click "Add" .
11. Overview. A pop up window will provide you with some basic in formation about the Contact, with default actions, which you can change to suit your needs.
12. Matching. It's possible to change settings for the Data Source here, as well as create Dyna mic Fields, but for this simple import we will go straight to matching.
13. Add Filter. Right click "Criteria" and select "And" . .
14. Add Conditions. Right click the newly cr eated filter and select "Add Condition..." . .
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.
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 hav e 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.
It is now a simple task to drag the fields on the right to their corres ponding field on the left to create fiel d mappings like seen in the screen below.
16. Run Import. Click the "Run" tab in the top followed by the "Save & Run" button and the follo wing screen will be visible. .
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 becaus e IM2008 needs to start up MS CRM first.
17. Done. Once the import is done and you've closed down the window you can see the jobs under a particular p a the package as seen in the screen below.
ODBC Source Follow the guide in this chapter step by step if you want to setup a si mple import from a text file. This guide will not cover dynamic fields, tran sformations and deletions and will only skip over match criteria lightly. Setting up the Data Source: 1.
2. Data Source Selection. Select ODBC Datasource from the list, give your source a name and click "Create" ..
3. ODBC Settings. You need to give ImportManager 2008 a connection st ring 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 ne.
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 .
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 ent ity type to import into.
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.
8. Matching. Click the Matching tab to see the matching window. Right click "Criteria" and select "And" . Right click the newly cr eated filter and select "Add Condition...". Select an "Attribute" , a "Condition" and a "Datasource" to match and click "OK" .
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. Drag and drop each of the data source fields to the corresponding CRM entit y field on the right.
10. Save & Run. Click the "Run" tab and then "Save & Run" to save and run your rule. .
11. Finished. Once the import is done and you've closed down the window you can see the jobs under a particular p a selecting the package as seen in the screen below.
FAQ and Common Errors In this chapter you will find a mixture of frequent ly asked questions and common errors. These have been divided into sub c hapters, to allow you to identify loca te your problem or question in a fast and efficient manner.
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” .
established. This happens when you omit 5544 from http://localhost:5544/ 5. Error 27502. This error window will be encountered, when the SQL Database Impor tManager needs, isn’t present! This can happen if the login information provi ded during installation was for a user with insufficient permissions to the database.
Your index page goes here... In MS-Word, select INDEX AND CONTENTS from th e INSERT menu. Select INDEX and click OK . .
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