------------------------------------------------------------------------------ VersaCRM is furnished under a software license agreement and may be used only in accordance with the terms of the agreement. Copyright 2004 VersaDev Pty. Ltd. All Rights Reserved. ------------------------------------------------------------------------------ *************************************************************** Contents *************************************************************** 1.0 System Requirements 2.0 Additional Resources 3.0 Previous Version Of VersaCRM 4.0 Installation Instructions 5.0 Manual Installation of Database 6.0 Setup for versaSRS Integration 7.0 Accessing VersaCRM 8.0 Support 1.0 System Requirements ======================= - You need administrative privilege on the server to run the installer - Windows 2000, Windows XP, or Windows Server 2003. - The Microsoft .NET Framework 1.1 - ASP.Net - IIS 6 - SQL Server 2000 or the Microsoft SQL Server Desktop Engine (MSDE) 2000 2.0 Additional Resources ======================== The Microsoft .NET Framework is available for download at: http://www.asp.net/download-1.1.aspx MSDE database engine available for download at: http://www.asp.net/msde 3.0 Previous Version Of VersaCRM ================================ Uninstall any previous versions before proceeding 4.0 Installation Instructions ============================= To install VersaCRM run the VersaCRM installer. You need administrative privilege on the server to run the installer. (Step 1) Click the NEXT button to start the Wizard Installation process. (Step 2) Accept the License Agreement. (Step 3) Familiarize yourself with the versaCRM System Requirements and Installation Notes. (step 4) Select the required User Install Type. (Step 5) Leave the Destination Folder path as is or select a new Folder. (Step 6) Select either LOCAL or REMOTE installation. If you select REMOTE - after completing the Wizard installation you will need to install the database manually. Please goto Section 5.0 for full instructions. (Step 7) Click the BACK button to reenter the installation information, NEXT to proceed with the install, or CANCEL to cancel the installation. 5.0 Manual Installation of Database =================================== If you selected the "REMOTE" option during (Step 6) of the installation, you will need to manually create the database using the following instructions. For “Remote” installations, remember to configure the database connection string in the web.config file of VersaCRM before running the application and to manually install the database using the SQL scripts provided. These scripts are located in the following default installation folder: c:\Program Files\VersaDev\VersaCRM\Setup\SQLScripts\ Running SQL scripts on a remote server -------------------------------------- Open SQL Query Analyzer on the remote machine. Run Program Files\VersaDev\VersaCRM\Setup\SQLScripts\VersaCRM_InstallDB.sql. Run Program Files\VersaDev\VersaCRM\Setup\SQLScripts\VersaCRM_GrantPermissions_ForRemote.sql. Running the scripts creates a SQL login, VersaCRM, with the password, versa2003 Changing the SQL Connection String in the web.config file for remote SQL Server installation: --------------------------------------------------------------------------------------------- Open the web.config file using a text editor. Under , change the value attribute. Modify the value attribute to the desired connection string (you can't use Integrated Security) using VersaCRM and versa2003 as the uid and password respectively if you chose to use the default settings. You will need to change the web.config section of VersaCRM as outlined below: Where REMOTE_SERVER is the name of the SQL server. Database Clean Up ----------------- If you chose to remove the VersaCRM database, you can manually run the SQL script, VersaCRM_RemoveDB.sql, provided in the SQLScripts Folder using Query Analyzer. 6.0 Setup for versaSRS Integration ================================== If you have not installed versaSRS Help Desk, find out more information at http://www.versadev.com/helpdesk_software.asp. If you have installed versaSRS 3.1.5 or above, and would like to integrate versaCRM. You will need to change the web.config section of VersaCRM as outlined below: where [URLTOVERSASRS] is the path to versaSRS. i.e. by default it will be http://localhost/versaSRS/ Next, you need to config versaSRS to talk with versaCRM. See help file in versaSRS, or contact support@versadev.com for more information. 7.0 Accessing VersaCRM ====================== After installing VersaCRM, you can access the system via the URL: http://localhost/VersaCRM/ To logon, use the following credentials: Username: Administrator Password: versacrm 8.0 Support =========== VersaDev Pty Ltd 83 King William Road UNLEY SA 5061 Australia Tel: +61.8.8273 3030 Fax: +61.8.8273 3033 Email: support@versadev.com Web: www.versadev.com