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Implementing QAD Remote Sales (Optional)
Installing QAD Remote Sales
Before Installing QAD Remote Sales you must complete the previous step Prepare QAD Remote Sales Environment on Deployment Server. The previous step Prepare QAD Remote Sales Environment on Deployment Server needs to be performed only once and it can be used to set up any number of remote nodes as per the procedure below:
To install QAD Remote Sales on a remote computer:
1
Install the Progress Personal Database license at:
C:\Progress\openedge
2
Create a directory on the remote computer to store QAD Remote Sales program files. The assumed directory is:
C:\QADRemoteSales
Copy the directories and their content from the following location on your deployment server to the new directory you created, that is,
QADCRMInstallDir\ QADRemoteSales on deployment server to C:\QADRemoteSales
3
Run the following program:
C:\ QADRemoteSales \bin\remotesetup\setup.exe
This program starts the QAD Remote Sales installation.
4
Click Next.
If QAD CRM 6.4B8/6.4B6/6.4B2/6.3/6.1 is found on the system, Setup displays a warning message. Click Yes to continue with the installation or No to abort the setup.
 
It is highly recommended that you uninstall any previous version of QAD CRM prior to installing the latest release.
5
Setup checks for the Progress database version installed on the computer.
If the compatible Progress versions (10.2B05, 10.2B02, 10.2B01, 10.2A02, or 10.1C03) are not found, Setup displays an error message and aborts the installation.
It will check for the compatible Progress versions in a particular sequence. If Progress 10.2B05 is installed then it will use that to run QAD CRM 6.5; otherwise it will use 10.2B02. If Progress 10.2B02 is not found, it will check for 10.2B01, and then 10.2A02, and then 10.1C03.
Select the Progress version you want to use and click Next.
6
Setup checks if Microsoft .NET Framework 1.1 runtime version is installed. If the runtime version cannot be found, a message appears.
7
Click Yes. The License Agreement screen appears.
8
Read the license terms and conditions. To accept all terms, select the I agree option and then click Install. A setup complete message appears when installation is complete.
9
Setup checks for Microsoft .NET Framework 3.5 SP1 on the system.
If Microsoft .NET Framework 3.5 SP1 is already installed, skip to the next step.
If Microsoft .NET Framework 3.5 SP1 is not found, Setup prompts you to install the component. Click yes to install Microsoft .NET Framework 3.5 SP1. Setup Wizard will install the component.
10
Click OK. The Destination Location screen appears.
11
To change the default installation directory, click Change. Browse and select the directory. Then click OK and then click Next. The Program Folder screen appears.
12
To change the default program folder for storing shortcuts, specify the folder you want in the Program folder field. Click Next. The Options Selected screen appears.
13
Click Install. Setup starts installing the system components in the designated directory.
14
During install, Setup checks some Progress files. If the files cannot be found, Setup prompts you to copy Progress files. It is recommended to choose Yes to copy the Progress files required.
15
The installation program now initiates the Crystal Distribution package installation or repair. If this software is already installed, select the Repair option.
Note: Choosing the Remove option removes the Crystal Distribution package from the client computer.
16
To install the Crystal Distribution package, click Next.
The Select Installation Folder screen appears.
17
To change the default installation directory, click Browse. Specify the installation directory.
18
Click Next. The Confirm Installation screen appears. Click Next to start the installation.
19
On the Installation Complete screen, click Close to finish the Crystal Reports Installation.
20
Click Finish to end the QAD CRM Remote Sales installation.
The QAD Remote Sales installer creates icons to start the system and access the help system.
After installation you can start QAD Remote Sales with demo data. You should restart the computer for your changes to take effect.
Note: In case of Unicode implementation, you must have done the following:
Change some parameter values in the remote sales client parameter (.pf) file. The file name is qadsfama.pf and is available in the remote sales installation folder (C:\QADRemoteSales).
Update or add the following entries in the qadsfama.pf file:
-cpinternal UTF-8
-cpstream UTF-8
-cpcoll ICU-UCA
-cpcase Basic
Preparing QAD Remote Sales
Before preparing QAD Remote Sales, you must register the QAD Remote Sales database—called the remote node—with the host system on the network. This is required for data synchronization and data subset creation.
From the database on the network—also called the host node—you must create the data subset file for the remote node. This file is loaded onto the QAD Remote Sales.
To load the host node data subset onto the personal database:
1
Extract the appropriate data subset from the host node and save it in the .res file format.
2
Copy the data subset file of the node in .res format from:
QADCRMInstallDir \dataout
to this directory on the computer where QAD Remote Sales is installed:
QADRemoteSaleInstallDir \datain
3
Log in as the demo in QAD Remote Sales.
Note: At this point, if you run into the an error about Unable to open word-break table, take the following steps to resolve the error:
a
Start a command window (cmd.exe) and set the DLC and PATH variables.
set DLC=ProgressInstallDir
set PATH=%PATH%;%DLC%;%DLC%\bin
b
Change current directory to the Progress installation directory.
cd %DLC%
c
Compile the new word-break file using the following command:
proutil -C wbreak-compiler %DLC%\prolang\convmap\utf8-bas.wbt 1
4
Choose Main Menu|Remote Sales Data Synchronization|Receive Data to Recreate Current Node. The Node Requiring Re-creation dialog box appears.
5
From the Load data from list, choose File.
6
In the File Name field, specify the full path and name of the .res file.
7
Click OK. The system starts loading the data into the personal database.
8
Restart the system.
To enable data synchronization:
1
Choose Main Menu|Remote Sales Data Synchronization|Node Management Control|Synchronization settings.
2
Select the Enable Data Synchronization check box.
3
In the No of Days Modified Records must be kept field, type 30.
4
Restart QAD Remote Sales.
When needed, synchronize the data with the host node. You must ensure that the data synchronization feature is configured in QAD CRM. QAD Remote Sales users should periodically synchronize data with the host node to keep information current.