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  •     QAD Glossary

  • Planning an Installation
    This section describes topics you should understand before installing QAD CRM.
    If you have experience installing QAD CRM from previous versions, numerous changes have occurred to the installation process.
    A QAD CRM installation can be one of three types:
    A new installation.
    A Service Pack installation.
    An installation to support a conversion from an earlier QAD CRM version to the current release (upgrade).
    This section only describes how to perform a new installation. To perform a new install, you must plan for the following:
    An installation addressing:
    Test and production databases
    QAD Enterprise Applications integration (optional)
    Exchange Server integration (optional)
    QAD Remote Sales (optional)
    QAD CRM database configuration, including any custom and other side databases.
    The resulting network, disk, and client layouts.
    Security Plan
    A successful QAD CRM installation requires a complete security plan. During installation, full permissions are required for system and application tools that are used to load, edit or delete data. In addition, to install the system on a network, you require administrator privileges as installation programs create registry entries and may update some system files that require administrator rights.
    In addition, to integrate Exchange Server, you need to create one user; for example, a user with userid qadsfama (it could be any user-defined userid), in Active directories with full administrative access.
    A security plan typically consists of:
    Operating-system-level security for tools such as:
    Progress Editor
    Progress Data Administrator
    Progress Application Compiler
    Operating-system login security.
    Operating-system permissions and ownership set appropriately for:
    Database files
    Log files
    Application source and compiled source files
    Application startup and shutdown scripts
    You can install QAD CRM on UNIX/Linux and Windows servers. QAD CRM has five components:
    Database server
    Application server
    Deployment server (File server)
    Delivery server (web server)
    QAD CRM clients (A WebClient/Remote sales)

    QAD CRM Deployment with QAD Enterprise Applications
    Database Server
    The database server consists of the QAD CRM databases. You build these databases as part of the installation. You first create empty databases, then use the empty databases as a template to build test, production, training, development and other databases. CRM Webclient accesses these databases through an Appserver directly or through a deployment server. QAD CRM stores information in the bisgen, bisgmenu, and dataexch databases.