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Installing QAD CRM on the Deployment Server
After planning the deployment and installing all Progress components, you can install the system from the installation CD. You can also download QAD CRM from QAD web site.
The first step is to set up the deployment server. The deployment server:
Contains all program files
Manages file sharing
Manages system security
Coordinates communication between workstations
To load the installation media, you must have Administrator privileges on the deployment server machine. Close all other applications before beginning the installation process.
Other applications or tasks might interfere with the installation or use files that CRM needs to complete the installation. Shut down any processes where the executable itself, or a file used by the executable, is located in the directory where you intend to install CRM.
Use the following steps to install QAD CRM components on the deployment server:
1
Launch the installation program from the installation medium you plan to use as described in the following table:
 
For this Installation medium...
Do the following...
CD
Insert the CD into the drive. If it does not run automatically, double-click setup.exe in the root directory of the CD to start the installation.
DVD
Double-click the setup.exe in the root directory to start the installation.
Software Distribution download
Download all the files to a folder (for example, c:\qadcrmmedia), then double-click setup.exe to start the installation.
 
2
On the QAD CRM Setup Wizard Welcome screen, click Next.
If QAD CRM 6.1, CRM 6.2, CRM 6.3, CRM 6.4b2, CRM 6.4b6, or CRM6.4b8 is found on the system, a warning prompts you to continue with the installation. Click Yes to proceed or No to abort the setup.
Note: QAD recommends that you uninstall any previous versions of QAD CRM prior to installing the latest release. However, this warning message only appears when CRM 6.1, CRM 6.2, CRM 6.3, CRM 6.4b2, CRM 6.4b6, or CRM 6.4b8 is installed on your computer.
3
Setup checks for supported versions of Progress on the computer.
If no compatible Progress version is found, Setup displays an error message and aborts the installation.
If more than one Progress versions are installed on the computer, Setup first checks for Progress 10.2B05. If it cannot find that version, it checks for 10.2B02, and then 10.2B01, and then 10.2A02, and then 10.1C03.
4
Setup checks for Microsoft .NET Framework 1.1 on the system.
If Microsoft .NET Framework 1.1 is already installed, skip to the next step.
If Microsoft .NET Framework 1.1 is not found, the installer installs it and Microsoft .NET Framework 1.1SP1. Setup prompts you to install the component. Click Yes to install Microsoft .NET Framework 1.1. Setup Wizard will install the component.
5
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.
6
The Destination Location screen appears. Accept the default installation directory and click Next. If you specify another directory other than the default location, you will see the following message:
7
In the Program Folder Name screen, specify the program folder name for QAD CRM and click Next.
8
In the QAD CRM Setup Confirmation screen, review the selected setup options. To change the options, click Back; click Install to start the installation process.
9
If the Crystal Distribution package is not installed on the computer, the Crystal Distribution Setup Wizard screen appears. Follow the on-screen instructions to complete the installation of this component.
a
On the Crystal Distribution Setup Wizard Welcome screen, click Next.
b
On the Select Installation Folder screen, click Next.
c
On the Confirm Installation screen, click Next.
d
When installation is complete, click Close.
10
If QAD AdminService is not installed, the AdminService Setup Wizard screen appears. Follow the on-screen instructions to complete the installation of this component.
a
On the QAD AdminService Setup Wizard Welcome screen, click Next.
b
On the Select Installation Folder screen, check the installation folder and change if required. Select “Everyone” from the installation option and click Next.
c
On the Confirm Installation screen, click Next.
d
Select English (United States) from the language list and then click OK.
e
When Installation is complete, click Close. The Installation Log screen appears.
f
Select the “I would like to view the Installation Log file” check box and then click Finish. The log file is opened in Microsoft Windows Notepad.
g
Check the log file for errors. Errors begin with two asterisks (**) in the log file. Contact QAD Support if errors are found.
11
When QAD CRM installation is complete, Setup creates the following QAD CRM shortcut icons in the QAD CRM program folder.
QAD CRM Help: Launches QAD CRM online help.
QAD CRM Demo: Launches the QAD CRM demo environment. To log in to the demo environment, use the username demo and leave the password blank.
QAD CRM Deployment Utility: A control center for configuring, compiling upgrading or setting up CRM 6.5 for Webclient mode or setting up QAD CRM remote sales environment.
Note: It is useful to understand how files are organized in the installation directory for administration tasks, such as the system to integrate with QAD Enterprise Applications.
Testing the System
To test the installation on the deployment server:
1
Choose Start|All Programs|QAD CRM 6.5|QAD CRM Demo.
2
In the User ID field, type demo. Leave the Password field blank.
3
Test the system functionality.
If you encounter any errors, contact QAD Support.