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Manual Microsoft C360

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  • Microsoft C360 - page 1

    _____________________________________  c360 Import Manager User Guide Microsoft Dynamics CRM 4.0 compatible         _____________________________________    ...

  • Microsoft C360 - page 2

      Table of Contents  Introduction ............................................................................................................................... ....................................... 3  Features ......................................................................................................................... ...

  • Microsoft C360 - page 3

      Introduction ImportManager 2008 is a powerful tool that allows mass manipulati on of data inside Microsoft Dynamics CRM, with unprecedented c ontrol during both import, deletion and updating of data. With the new intuitive Office 2007 User Interface it is easy to set up complex data manipulation tasks in just a few short steps. ImportMan ...

  • Microsoft C360 - page 4

    Installation and Setup The installation guide comes in two versions, a s hort version that simply describes the three overall steps you need to go through to instal l ImportManager 2008 and an in depth detailed version with screen shots and step by step guidance through the entire process. Before you commence with the actual installati on, make sur ...

  • Microsoft C360 - page 5

    Finally, if you want to be able to import more than 10 lines at a time , make sure you have a license and refer to the final chapter in this section on how to deploy this license. Requirements ImportManager 2008 requires a Windows Server 2003 OS with .NET 2.0 installed. Furthermore it is important that there’s a SQL Installation present on the se ...

  • Microsoft C360 - page 6

    2. Warning. As ImportManager 2008 needs a SQL installation, you need to make sure one is present on your system. In most cases some sort of SQL in stance will be installed on your PC, but if none is present, follow the steps under requirements on how to install SQL Express 2005, which can be downloaded free of c harge from Microsoft. Click “OK” ...

  • Microsoft C360 - page 7

    4. End-User License Agreement. Read the EULA by scrolling down. After reading and agreeing to the EULA, click the “I accept the terms in the license agreement” radio button. Click “Next” . 5. Destination Folder. ImportManager 2008 will as a default install to “C:Program FilesCRM ExtensionsImportManager 2008”. W e recommend that you ...

  • Microsoft C360 - page 8

    6. Database Server. You now need to choose a database server for ImportManager 2008 to use. This server must be created prior to the installati on of ImportManager 2008, as otherwise it will fail to show up in the drop down list here. When choosing connection me thod, it is imperative that you only choose “Windows authentication credentials of cu ...

  • Microsoft C360 - page 9

    The installation is now ready to run, as all the necessary information has been gathered. Click “Install” . 8. Installing. Simply wait while the installation progresses. 9. Completed. The installation has been completed. Click “Finish” .   ...

  • Microsoft C360 - page 10

    10. Edit web.config. You need to edit the web.config file found in the root of the ImportManaegr 2008 installation (usually C:Program FilesCRM Extensio nsImportManager 2008web.config). Locate the “add” tag (usually on line 22) and inside the “connectionString” value, locate the part that sa y “Source=.;” . Change the dot to your dat ...

  • Microsoft C360 - page 11

    12. File Download - S ecurity Warning. When asked what to do with the Im portManagerClientSetup. msi file, choose “Run” . Alternatively you can Download the file to a local destination and run it from there. 13. IE - Security Warning. Most likely you will receive a second security warn ing, where you should si mply confirm that you want to run ...

  • Microsoft C360 - page 12

    14. Welcome. At the welcome screen simply click “Next” . 15. Select Installation Folder. We recommend that you keep the default destination folder, as s een in the screen below, but it is possible to change this location by clicking “Browse” . The ImportManager 2008 Client takes up only very little space, but if the amount of space concerns ...

  • Microsoft C360 - page 13

    16. Confirm. Now the installer has gathered all the necessary information to install the Import Manager 2008 Client. Simply click “Next” . 17. Installing. Please wait while the installer pr ogresses through the installation.   ...

  • Microsoft C360 - page 14

    18. Complete. The installation has been completed. Click “Close” . 19. Locate login information. In the browser you opened in section 10 to the address http://localhost:5544/ the information necessary to start up ImportManager 2008 was provided as seen in the screen below. Use this information in the next step.   ...

  • Microsoft C360 - page 15

    20. Start ImportManager 2008. To start ImportManager 2008 click the “Start” button, select “All Programs” and then “CRM Extensions” followed by the “ImportManager 2008” folder and finally “ImportManager 2008” . 21. Login. The login window as seen in the screen below will pop up after a short time. Use the information provided by ...

  • Microsoft C360 - page 16

    22. Starting up/connecting. Everything will be greyed out for a spell and unle ss something went wrong you will be logged into ImportManager 2008 as shown in the screen in step 23. 23. Finished. ImportManager 2008 has now been star ted and should look like the screen below, ready to start importing.   ...

  • Microsoft C360 - page 17

    License <Under Construction> Creating a Server ImportManager 2008 uses a client-serve r architecture and therefore the first thing you need to do, is to create a server. 1. Create Server. Click "Administration" in the top bar menu and select "Add Server" . 2. Choose Server Type. Select a server type, give the server a name ...

  • Microsoft C360 - page 18

    3. Connection Information. Enter the CRM server URL, as well as admin istrative credentials for this CRM server (Username, Password and Domain name). 4. Choose licensing method. If you have a license, choose the "Full version mode" (see the license chapter for more information on this) and if not, choose the "Evaluation mode" . ...

  • Microsoft C360 - page 19

    5. Finished. ImportManager 2008 recaps the choices you've made for the new server and if you're satisfied, click "Create" and the server will be created. Alternatively you can click "Cancel" and start over. Creating a User As an administrator, it is possible to add user s and setup which servers they can connect to. Fo ...

  • Microsoft C360 - page 20

    2. User Details. Fill in the necessary information for the new user as illustrated in the screen below.   ...

  • Microsoft C360 - page 21

    3. Save User. The user is created, but as seen in the screen below, the user still isn't associated with a server. 4. Associating Server. Click the "Servers" button in the bottom left corner. In the "Servers" tree structure right click "Users" an select "Associate user" and then the new user.   ...

  • Microsoft C360 - page 22

    5. User Associated. When clicking "Users" in the bottom left corner and then selecti ng the new user, it is now possible to s e that the user has been associated with a server.   ...

  • Microsoft C360 - page 23

    6. Log In. Close down ImportManager 2008 and start it up again. This time try to log in with your newly created user account. 7. Check. As seen on the screen below, only the servers associated with the user is visible.   ...

  • Microsoft C360 - page 24

    Simple Import The Simple Import guides covers a simple bare bones import when using either a text file or a SQL (ODBC) data source. Text Source Follow the guide in this chapter step by step if you want to setup a si mple import from a text file. This guide will not cover dynamic fields, tran sformations and deletions and will only skip over match c ...

  • Microsoft C360 - page 25

    2. Browse to the file. In the browser that pops up, browse to t he location of your data file and select it. Remember that the file s hould be in text format. The tree will update, to show you that a file has been upl oaded and if you right click the file, it is possibl it or delete it.   ...

  • Microsoft C360 - page 26

    3. New Data Source. Right click "Data Source" and select "New" . 4. Data Source. Give the Data Source a name and select the "Text file Datasource" from the list. Click "Create" .   ...

  • Microsoft C360 - page 27

    5. Text File Settings. Make sure that the settings for the chosen file are corre ct. You can select a file under the file name drop down menu, select whether this file has a header row or not, choose the Separator, if there's any quotation and finally what encoding the file uses. The Separator is used to separate columns insi de the text file, ...

  • Microsoft C360 - page 28

    6. Done. The Data Source has now been created. If y ou select it in the tree, by expanding "Data Sources" and s the particular data source, y ou can view and change settings. Setting up the Package: 7. New Package. Right click "Package" in the left tree menu and select "New" .   ...

  • Microsoft C360 - page 29

    8. Overview. Give the new package a name and a small description. Select the amount of information you wish to log during an import by checki ng the corresponding radio button. You can also select whether you want the import to run with a single or multip le threads, the latter bein g faster on computers wit h multiple cores. 9. Data Sources. Click ...

  • Microsoft C360 - page 30

    If there are more than one Data S ource in the list, the selected Data Source will be blue as opposed to white.   ...

  • Microsoft C360 - page 31

    Setup Import Rule: 10. Import Rules. Create an Import Rule for our package. Give the rule a name and select an entity type to import into. Finally select the Data S ource created earlier and click "Add" .   ...

  • Microsoft C360 - page 32

    11. Overview. A pop up window will provide you with some basic in formation about the Contact, with default actions, which you can change to suit your needs.   ...

  • Microsoft C360 - page 33

    12. Matching. It's possible to change settings for the Data Source here, as well as create Dyna mic Fields, but for this simple import we will go straight to matching. Click the "Matching" icon in the menu bar in the top.   ...

  • Microsoft C360 - page 34

    13. Add Filter. Right click "Criteria" and select "And" .   ...

  • Microsoft C360 - page 35

    14. Add Conditions. Right click the newly cr eated filter and select "Add Condition..." .   ...

  • Microsoft C360 - page 36

    Select an "Attribute" , a "Condition" and a "Datasource" to match and click "OK" . For our example we used the "First Name" attribute from the contact entity, the "Equal" condition and "First" from the data source as seen in the screen below. Repeat this procedure, but this time ...

  • Microsoft C360 - page 37

    You've now created a match criterion that states: if first name and last name match the record, there is match. 15. Field Mapping. In the field mappings window you will hav e to columns of fields. On the left side the fields found in the data source and on the right, the fields found in the chosen CRM entity.   ...

  • Microsoft C360 - page 38

    It is now a simple task to drag the fields on the right to their corres ponding field on the left to create fiel d mappings like seen in the screen below.   ...

  • Microsoft C360 - page 39

    16. Run Import. Click the "Run" tab in the top followed by the "Save & Run" button and the follo wing screen will be visible.   ...

  • Microsoft C360 - page 40

    After a while you should get something along the lines of the screen below. If the imports are a little slow to start, it is usually becaus e IM2008 needs to start up MS CRM first.   ...

  • Microsoft C360 - page 41

    17. Done. Once the import is done and you've closed down the window you can see the jobs under a particular p a the package as seen in the screen below.   ...

  • Microsoft C360 - page 42

    ODBC Source Follow the guide in this chapter step by step if you want to setup a si mple import from a text file. This guide will not cover dynamic fields, tran sformations and deletions and will only skip over match criteria lightly. Setting up the Data Source: 1. New Data Source. Right click "Data Sources" under the server in the tree s ...

  • Microsoft C360 - page 43

    2. Data Source Selection.   Select ODBC Datasource from the list, give your source a name and click "Create" . ...

  • Microsoft C360 - page 44

    3. ODBC Settings. You need to give ImportManager 2008 a connection st ring to the ODBC Source to which you want to connect. In our example we wish to connect to a SQL Server 2005 Database and so we need the following connection string: Driver={SQL Native Client};Server=myServerAddress;Database=myD ataBase;Uid=myUsername;Pwd=myPassword; After we cha ...

  • Microsoft C360 - page 45

    To finish, simply click "OK" . You can find alternative connection strings to suit your setup on the following homepage: www.connectionstrings.com Setting up the Package: 4. Create Package. Right click "Package" in the tree structure in the left side and select "New" as seen in the screen below . 5. Package Overview. G ...

  • Microsoft C360 - page 46

    Setup Import Rule: 6. Create Rule. Click Import Rules in the top menu and give your new rule a name. Select the data source created earlier and an appropriate CRM ent ity type to import into.   ...

  • Microsoft C360 - page 47

    Click "Add" . 7. Rule Overview. The Import Rule window will pop up. Here you may change actions though the default actions are fine for most purposes, including ours.   ...

  • Microsoft C360 - page 48

    8. Matching. Click the Matching tab to see the matching window. Right click "Criteria" and select "And" . Right click the newly cr eated filter and select "Add Condition...". Select an "Attribute" , a "Condition" and a "Datasource" to match and click "OK" . For our example we use ...

  • Microsoft C360 - page 49

    9. Field Mappings. Click the "Mapping" icon in the top menu to see the "Field Mappings" window. In the left column you will find the fields found in your data source and in the right column , the fields found in your CRM Entity. Drag and drop each of the data source fields to the corresponding CRM entit y field on the right.  ...

  • Microsoft C360 - page 50

    10. Save & Run. Click the "Run" tab and then "Save & Run" to save and run your rule.   ...

  • Microsoft C360 - page 51

    11. Finished. Once the import is done and you've closed down the window you can see the jobs under a particular p a selecting the package as seen in the screen below.   ...

  • Microsoft C360 - page 52

    FAQ and Common Errors In this chapter you will find a mixture of frequent ly asked questions and common errors. These have been divided into sub c hapters, to allow you to identify loca te your problem or question in a fast and efficient manner. Installation and Setup Here you will find a list of common errors pertaining to the installation and set ...

  • Microsoft C360 - page 53

    2. Unable to connect to remote server. This error message will likely pop up when the wrong port number is provided during login. 3. The remote name could not be resolved: ‘local. This error message will show when the wrong server name is provided – in this case the name “local” . 4. Client found response content type of ‘text/html’, bu ...

  • Microsoft C360 - page 54

    established. This happens when you omit 5544 from http://localhost:5544/ 5. Error 27502. This error window will be encountered, when the SQL Database Impor tManager needs, isn’t present! This can happen if the login information provi ded during installation was for a user with insufficient permissions to the database. You need to reinstall Import ...

  • Microsoft C360 - page 55

      Your index page goes here... In MS-Word, select INDEX AND CONTENTS from th e INSERT menu. Select INDEX and click OK .  ...

Manufacturer Microsoft Category Computer Accessories

Documents that we receive from a manufacturer of a Microsoft C360 can be divided into several groups. They are, among others:
- Microsoft technical drawings
- C360 manuals
- Microsoft product data sheets
- information booklets
- or energy labels Microsoft C360
All of them are important, but the most important information from the point of view of use of the device are in the user manual Microsoft C360.

A group of documents referred to as user manuals is also divided into more specific types, such as: Installation manuals Microsoft C360, service manual, brief instructions and user manuals Microsoft C360. Depending on your needs, you should look for the document you need. In our website you can view the most popular manual of the product Microsoft C360.

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A complete manual for the device Microsoft C360, how should it look like?
A manual, also referred to as a user manual, or simply "instructions" is a technical document designed to assist in the use Microsoft C360 by users. Manuals are usually written by a technical writer, but in a language understandable to all users of Microsoft C360.

A complete Microsoft manual, should contain several basic components. Some of them are less important, such as: cover / title page or copyright page. However, the remaining part should provide us with information that is important from the point of view of the user.

1. Preface and tips on how to use the manual Microsoft C360 - At the beginning of each manual we should find clues about how to use the guidelines. It should include information about the location of the Contents of the Microsoft C360, FAQ or common problems, i.e. places that are most often searched by users in each manual
2. Contents - index of all tips concerning the Microsoft C360, that we can find in the current document
3. Tips how to use the basic functions of the device Microsoft C360 - which should help us in our first steps of using Microsoft C360
4. Troubleshooting - systematic sequence of activities that will help us diagnose and subsequently solve the most important problems with Microsoft C360
5. FAQ - Frequently Asked Questions
6. Contact detailsInformation about where to look for contact to the manufacturer/service of Microsoft C360 in a specific country, if it was not possible to solve the problem on our own.

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