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Installation
You can install QAD CRM across the enterprise network as a thin client using the Progress WebClient technology. QAD Remote Sales is installed on remote computers as a stand-alone application.
To install the system you should be familiar with the following technologies and products:
Progress
TCP/IP networking
QAD CRM
QAD EE/SE
Microsoft Exchange Server 2007
UNIX or Linux
Text editors
Installing QAD CRM on a Network
1
Ensure that your hardware and software infrastructure meets the minimum requirement criteria for installation.
2
Plan the network installation.
3
Ensure that all required Progress components are installed.
4
Set up the system on the deployment and database servers:
a
Install and configure program components on the deployment server.
b
Set up the database server.
c
Set up the delivery server (a Tomcat web server) to host the QAD CRM Webapps.
d
Configure the servers to communicate with CRM WebClient.
e
Set up the system installation environment to integrate with QAD Enterprise Applications.
f
Prepare the AppServer environment to support Microsoft Exchange Server 2007 integration, QAD Enterprise Applications (Enterprise Edition) integration and Remote Sales data synchronization.
5
Set up the clients.
CRM client can be easily configured on a computer by just clicking on a URL once the system has been configured by the administrator for use in WebClient mode.
6
Make sure that the database application server and delivery servers are up and running. CRM Client can be launched by just clicking the icon created by the CRM WebClient installation.
Installing QAD Remote Sales
1
From QAD CRM:
a
Create remote or regional nodes.
b
Enable data synchronization.
c
Create host database subset.
2
On the remote computer(s):
a
Ensure that the hardware and software configuration of remote computers meet the minimum requirement criteria for installation.
b
Install Progress Personal Database.
c
Install QAD Remote Sales.
d
Load the host node subset onto the Progress Personal Database.
e
Enable data synchronization.