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  •     QAD Glossary

  • Installation
    You can install QAD CRM across the enterprise network as a client/server application. 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 2003/2007
    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 file and database servers:
    a
    Install and configure program components on the file server.
    b
    Set up the database server.
    c
    Configure the servers to communicate with clients.
    d
    Set up the system installation environment to integrate with QAD Enterprise Applications.
    e
    Prepare the AppServer environment to support Microsoft Exchange Server 2003/2007 integration, QAD Enterprise Applications (Enterprise Edition) integration and Remote Sales data synchronization.
    5
    Set up the clients:
    a
    Edit various files on the server to specify the correct information based on the network architecture.
    b
    Install Progress on client computers.
    c
    Install the clients.
    6
    Start the database and file servers. Then start the client sessions that connect to them.
    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.