• CRM Installation Guide Change Summary
•  Overview
  • Overview
  •  Installation
    • Installing QAD CRM on a Network
    • Installing QAD Remote Sales
  • Configuration
  •  Integration
    • Integration with QAD Enterprise Applications
    • Integration with Microsoft Exchange Server
•  Installation
  •  Planning an Installation
    • Security Plan
    • Deployment
    • Database Server
    • Application Server
    • Deployment Server
    • Delivery Server
    • QAD CRM Clients
    • QAD Enterprise Applications Integration
    • Exchange Server Integration
    • Network, Disk, and Client Layout
  •  System Requirements
    • General Requirements
    • Database Server
    • Deployment Server
    • Delivery Server
    • QAD CRM WebClient
    • QAD Enterprise Applications Integration
    • Microsoft Exchange Integration
    • QAD Remote Sales
    • Network
  •  Deploying QAD CRM
    • Installing Progress on the Database Server
    • Installing Progress on the Deployment Server
    • Installing QAD CRM on the Deployment Server
    • Setting Up the Database Server
    • Configuring QAD CRM on Deployment Server
    • Configuring the Delivery Server
    • Splitting and Compiling UI and Backend QAD CRM Programs
    • Copying QAD Backend Programs on the Application Server
    • Configuring Application Server
    • Generating and Copying QAD CRM WebClient Files
    • Integrating QAD CRM with QAD SE
    • Integrating QAD CRM with QAD EE
    • Configuring QXtend for Integration
    • Configuring the Environment for Sales Order Integration
    • Installing QAD CRM on End-User PC
    • Creating Separate QAD CRM Environment
    • Implementing QAD Remote Sales (Optional)
  •  Deploying QAD CRM in a YAB Environment
    • Installing Appropriate CRM YAB Recipe
    • Installing Progress on the Deployment Server
    • Installing QAD CRM on the Deployment Server
    • Configuring QAD CRM on Deployment Server
    • Splitting and Compiling UI and Backend QAD CRM Programs
    • Generating and Copying QAD CRM WebClient Files
    • Configuring integration with QAD ERP
    • Installing QAD CRM on End-user PC
    • Creating Separate QAD CRM YAB Environment
    • Implementing Remotes Sales (Optional)
•  Post-Installation Configuration
  •  Overview
    • Mandatory Configuration Tasks
    • Function Settings
  • Configuring Mandatory Information
  •  Loading Language Files into QAD CRM
    • Setting Up a New Language Record
    • Loading Language File
  • Configuring Function Information
•  Upgrade
  •  Upgrading QAD CRM 6.1.1 to 6.3B1
    • Installing QAD CRM 6.3B1
    • Converting 6.1.1 Databases to the Supported Progress Version
    • Converting 6.1.1 Databases to 6.3B1 (Non-Unicode)
    • Converting 6.3B1 Databases From Non-Unicode to Unicode
    • Performing Post-Upgrade Tasks
  • Upgrading QAD CRM 6.3 to 6.3B1
  •  Upgrading QAD CRM 6.3 B1 / 6.4 B2 to QAD CRM 6.4 B6
    • Pre-Upgrade Tasks
    • Converting 6.3 B1 / 6.4 B2 Databases to 6.4 B6 Format
    • Post-Upgrade Tasks
  •  Upgrading QAD CRM 6.4 B2/6.4 B6 to QAD CRM 6.4 B8
    • Pre-Upgrade Tasks
    • Converting QAD CRM 6.4 B2 / 6.4 B6 Databases to QAD CRM 6.4 B8
    • Post-Upgrade Tasks
  • Upgrading QAD CRM 6.4B8 to CRM 6.4.4 Patch Bundle 1
  •  Upgrading QAD CRM 6.4.4 Patch Bundle1 to QAD CRM 6.5.1
    • Pre-Upgrade Tasks
    • Converting QAD CRM 6.4.4 Patch Bundle1 Databases to QAD CRM 6.5.1
    • Post-Upgrade Tasks
  •  Upgrading QAD CRM 6.5.1 to QAD CRM 6.6.1
    • Pre-Upgrade Tasks
    • Installing QAD CRM 6.6 B7 on the Deployment Server
    • Converting 6.5.1 Databases to 6.6.1 Format
    • Configuring QAD CRM 6.6.1 on Deployment Server
    • Configuring the Delivery Server
    • Splitting UI and Backend Programs on the Deployment Server
    • Copying QAD Backend Programs on the Application Server
    • Configuring Application Server
    • Generating and Copying QAD CRM WebClient Files
    • Integrating with QAD SE
    • Integrating with QAD EE
    • Installing QAD CRM on End-User PC
    • Post-Upgrade Tasks
  •  Upgrading QAD CRM 6.6.1 to CRM 6.6.2
    • Installing QAD CRM 6.6.2 on the Deployment Server
    • Install QAD CRM 6.6.2 Upgrade Patch Bundle on Deployment Server
    • Converting 6.6.1 Databases to 6.6.2 Format
    • Configuring QAD CRM 6.6.2 on Deployment Server
    • Configuring the Delivery Server
    • Splitting UI and Backend Programs on the Deployment Server
    • Copying QAD Backend Programs on the Application Server
    • Configuring Application Server
    • Generating and Copying QAD CRM WebClient Files
    • Integrating with QAD SE
    • Integrating with QAD EE
    • Updating the AppServer Name Defined in QAD CRM
    • Installing QAD CRM on End-User PC
    • Post-Upgrade Tasks
  •  Upgrading QAD CRM 6.6.2 to CRM 6.6.3
    • Installing QAD CRM 6.6.3 on the Deployment Server
    • Converting 6.6.2 Databases to 6.6.3 Format
    • Configuring QAD CRM 6.6.3 on Deployment Server
    • Configuring the Delivery Server
    • Splitting UI and Backend Programs on the Deployment Server
    • Copying QAD Backend Programs on the Application Server
    • Configuring Application Server
    • Generating and Copying QAD CRM WebClient Files
    • Integrating with QAD SE
    • Integrating with QAD EE
    • Updating the AppServer Name Defined in QAD CRM
    • Installing QAD CRM on End-User PC
    • Post-Upgrade Tasks
  •  Upgrading QAD CRM 6.6.3 to CRM 6.7
    • Installing QAD CRM 6.7 on the Deployment Server
    • Converting 6.6.3 Databases to 6.7 Format
    • Configuring QAD CRM 6.7 on Deployment Server
    • Configuring the Delivery Server
    • Splitting UI and Backend Programs on the Deployment Server
    • Copying QAD Backend Programs on the Application Server
    • Configuring Application Server
    • Generating and Copying QAD CRM WebClient Files
    • Integrating with QAD SE
    • Integrating with QAD EE
    • Updating the AppServer Name Defined in QAD CRM
    • Installing QAD CRM on End-User PC
    • Post-Upgrade Tasks
  •  Upgrading QAD CRM 6.7 to CRM 6.7.1
    • Installing QAD CRM 6.7.1 on the Deployment Server
    • Converting 6.7 Databases to 6.7.1 Format
    • Configuring QAD CRM 6.7.1 on Deployment Server
    • Configuring the Delivery Server
    • Splitting UI and Backend Programs on the Deployment Server
    • Copying QAD Backend Programs on the Application Server
    • Configuring Application Server
    • Generating and Copying QAD CRM WebClient Files
    • Integrating with QAD SE
    • Integrating with QAD EE
    • Updating the AppServer Name Defined in QAD CRM
    • Installing QAD CRM on End-User PC
    • Post-Upgrade Tasks
  •  Upgrading QAD CRM 6.7.1 to CRM 6.7.2
    • Installing QAD CRM 6.7.2 on the Deployment Server
    • Converting 6.7.1 Databases to 6.7.2 Format
    • Configuring QAD CRM 6.7.2 on Deployment Server
    • Configuring the Delivery Server
    • Splitting UI and Backend Programs on the Deployment Server
    • Copying QAD Backend Programs on the Application Server
    • Configuring Application Server
    • Generating and Copying QAD CRM WebClient Files
    • Integrating with QAD SE
    • Integrating with QAD EE
    • Updating the AppServer Name Defined in QAD CRM
    • Installing QAD CRM on End-User PC
    • Post-Upgrade Tasks
  •  Upgrading QAD CRM 6.7.2 to CRM 6.7.3
    • Installing QAD CRM 6.7.3 on the Deployment Server
    • Installing Using YAB
    • Normal Installation
    • Installing QAD CRM on End-User PC
    • Post-Upgrade Tasks
•  Signing Tools for OE11.3.1
  • Overview
  • Preparing Signing Tools
  • Setting Environment Variables
• Product Information Resources