Run msa_eService.Install.exe
Note
The msa_eService.Intall.exe will not overwrite existing forms, onLoad events, or onSave events. Instead, all new customizations will be merged with these existing customizations. In addition, before running this EXE, you’ll be provided with specific instructions for configuring this command-line utility.
1. | Within the \Installation\Step 2 - CRM Customizations folder, open the register.xml file (see Figure 8).
Set Server to
the CRM web service URL (the URL you use to access the front page of
CRM; for example, http://<servername>:<port>). Set
Org to the name of the organization. Remember not to use spaces in the
name. (For example, MicrosoftCRM is used if the Org name is Microsoft
CRM.) Set Domain accordingly. Set
UserName to your logged-in username or a CRM user with a high level of
privileges, such as a user with a System Administrator role. Save your changes.
| 2. | Before
running the msa_eService.Install.exe, make sure you’re logged in to
Windows as a user that exists within CRM, and you have appropriate
permissions to make the customizations, such as System Administrator. If
this is not possible, this EXE is flexible enough to impersonate a
specific user account. See the “\Documentation\Technical Architecture
and Extensibility Guide” for additional information.
| 3. | Open
a command prompt and navigate to the folder that contains the
msa_eService.Install.exe, or double-click the EXE for the same results
(see Figure 9).
| 4. | You’ll
be prompted to enter the password of the user you assigned within the
Register.xml file. Type it and then press Enter. After authenticating,
the program will create a CRM connection, import custom workflow
assemblies, import contact customizations, import case customizations,
import custom entities, import workflows, import a site map, and then
publish all customizations. This process takes a few minutes, so be
patient.
| 5. | When the program has completed successfully, you’ll be prompted to press Enter to continue (see Figure 10).
| 6. | If
you encounter any problems during the installation, additional
information may be available within the msa_eService.Install.Log.txt
file located within the same directory as the EXE.
|
Prepare the Console Files
1. | Within
the Installation Wizard, click Step 3: Install CRM Portal Configuration
Console. This is the same as navigating to the Installation\Step 3 -
Accelerator Console Files folder within the extracted files for this
accelerator.
| 2. | Open
the Accelerator Console Web Files folder and then copy the eService
folder. Navigate to the C:\Program Files\Microsoft Dynamics CRM
Server\CRMWeb\ISV folder, and then paste the eService folder (see Figure 11).
| 3. | Open
the Accelerator Console Assembly folder and then copy the
eServiceAccelerator.Web.Configuration.dll file. Navigate to the
C:\Program Files\Microsoft Dynamics CRM Server\CRMWeb\bin folder, and
then paste the DLL file (see Figure 12).
|
Import the eService Customizations
1. | Open CRM and on the CRM toolbar, click the Tools option, and then select Import Data.
| 2. | When
the Import window appears, navigate to the Installation\Step 4 - Data
Import folder within the extracted files for this accelerator and select
eservice_portal_config.csv. Then click Next.
| 3. | Within
the Record Type drop-down list, select eService Configuration. The Data
Map field should display Automatic. Then click Next through the
remaining screens and click Import once displayed. This will begin the
import process, which will take a few minutes. |
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