Delivery Server
The delivery server hosts:
• Codebase: QAD CRM files (.r, .ocx, .pl, and so on) that go onto the end-user machine; the files may have been installed and updated.
• QAD CRM configuration file.
• Progress WebClient software.
Note: Application/Database deployment servers can all reside on same machine.
QAD CRM Clients
QAD CRM has two types of clients:
• WebClient: A CRM WebClient can be configured by clicking on a hyperlink provided by a administartor or a person doing the configuration of CRM at a given site. This link will vary from configuration to configuration but in essence it points to a qadcrm.prowcapc/qadcrm_all.prowcapc file on a Webserver that can be invoked by the client machine, and QAD CRM installation is done automatically. No separate files need to be configured on the client.
• QAD Remote Sales: This is an optional stand-alone version of QAD CRM that lets remote sales personnel use the system in an offline mode and synchronize data with the host database. A client setup is required to install QAD Remote Sales and perform data synchronization.
QAD Enterprise Applications Integration
You can integrate various modules of QAD Enterprise Applications with QAD CRM through QAD QXtend (in the case of QAD EE), CIM through Progress AppServer (sales order transfer), database and session triggers.
For the integration, QAD Enterprise Applications and QAD CRM databases must run in multi-user mode and always be available. The deployment server that holds QAD Enterprise Applications programs must include certain QAD CRM programs. Similarly, the deployment server that holds QAD CRM programs must contain certain QAD Enterprise Applications programs.
QAD recommends that you deploy:
• QAD CRM and QAD Enterprise Applications databases on the same database server.
• The Progress AppServer on the database server.
Exchange Server Integration
You can integrate various modules of Microsoft Exchange Server 2007 or 2010 (e-mails, appointments, tasks, and contacts) with QAD CRM. For integration you must install QAD AdminService. The QAD AdminService is a Windows service that communicates with Microsoft Exchange Server and QAD CRM using Progress AppServer. QAD CRM runs QAD AdminService on the deployment server machine.
QAD recommends deployment of Progress AppServer on the database server.
Network, Disk, and Client Layout
The databases and program files can reside on the same Windows server. Using the same server enhances system performance. However, if there are many clients, you should use separate servers for resource sharing.
The servers must be easily accessible by clients running on workstations across the network. They must have sufficient free hard disk space to accommodate operations performed by system users.
At a machine level, QAD recommends deployment of QAD CRM databases on a database server and software on a file server separate from the database server.