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Integration Prerequisites
Before performing the integration:
1
Refer to Installation Guide: QAD Customer Relationship Management for details on which versions of Microsoft Exchange Server are supported.
2
Refer to Installation Guide: QAD Customer Relationship Management for details on which versions of Microsoft Outlook are supported.
3
Create a mailbox in Microsoft Exchange Server for all the QAD CRM users that you plan to configure for Microsoft Exchange Server integration.
4
Install and configure QAD AdminService. For details, refer to Installation Guide: QAD Customer Relationship Management. For configuration details, see QAD AdminService.
5
Ensure that Progress AppServer is configured and running. QAD AdminService synchronizes data between QAD CRM and Microsoft Exchange Server using Progress AppServer.
6
Install and configure QAD CRM.
7
Enable e-mail authentication if you plan to use Exchange Server Proxy. QAD CRM can communicate with Microsoft Exchange Server over the Internet by nesting Remote Procedure Calls (RPC) with HTTP packets, if you do not have direct access to Exchange Server. To use this feature, e-mail address authentication is mandatory; users should be able to log on using an e-mail address instead of domain/username. Ensure that e-mail authentication is enabled if you plan to use this feature.
8
Get the Microsoft Outlook client ready. Microsoft Outlook is an essential component for Exchange Server integration, and it is required on your local client PC for sending e-mail. Exchange Server can also be accessed using other email clients, such as Outlook Express, Mozilla Thunderbird, Lotus Notes, and mobile devices that support Exchange integration as well as Outlook Web Access (OWA).