Workstation Setup

You need to run the Workstation Setup utility on any Sage ERP Accpac desktop workstation (whether Sage ERP Accpac programs are installed locally or running from the server) that you wish to integrate with SageCRM. You do not need to run the Workstation Setup utility on the client if you are running a browser client only.

To run workstation setup:

1. Start Sage ERP Accpac on the workstation that you want to set up.

2. In the SageCRM folder, select Workstation Setup.

3. If the SageCRM synchronization component has not yet been installed, a message will ask if you want to install it.

Click Yes and follow the instructions to install the SageCRM synchronization component. For detailed instructions, refer to the "Installing the E/W Component" section in Chapter 5 of the SageCRM Integration Guide.

4. The program also displays a message that informs you if the workstation is currently set up to communicate with SageCRM:

This does not necessarily mean that the communication connection between SageCRM and Sage ERP Accpac is successful. You can test the connection, as instructed in a later step.

5. Click the Close button on the message box.

6. A window then appears displaying the CRM installation name, the name of the CRM server, and the Web Services URL.

7. To test the connection, click the Test button.

8. Click Close to exit.

Note: If you move SageCRM to another installation location or to a different server, you must rerun the SageCRM Setup program and the SageCRM Workstation Setup utility.