I.R.I.S. Cardiris 5 User Manual
Administrator Guide
Cardiris Corporate 5 for
CRMs
How to configure Cardiris with Microsoft
Dynamics CRM and Salesforce CRM
3/14/2012
I.R.I.S. Products & Technologies
dgi
CardirisTM 5 – Administrator Guide
Table of Contents
Copyrights ............................................................................................. 2
How to configure Cardiris for Microsoft Dynamics CRM ..... 3
Introduction ........................................................................ 3
Configuring the Cardiris CRM connector ......................... 3
Deploying the Cardiris CRM connector configuration ... 14
CRM server configuration for Cardiris users .................. 14
Error reporting MS Dynamics CRM................................ 18
How to configure Cardiris for SalesForce CRM .................... 21
Introduction ...................................................................... 21
Configuring the Cardiris CRM connector ....................... 22
Error reporting Salesforce CRM ...................................... 26
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CardirisTM 5 – Administrator Guide
Copyrights
Cardiris5-dgi-26112011-02
Copyrights © 1995-2012 I.R.I.S. All Rights Reserved.
I.R.I.S. owns the copyrights to the Cardiris software, the online help system
and to this publication.
The information contained in this document is the property of I.R.I.S. Its
content is subject to change without notice and does not represent a
commitment on the part of I.R.I.S. The software described in this document is
furnished under a license agreement which states the terms of use of this
product. The software may be used or copied only in accordance with the
terms of that agreement. No part of this publication may be reproduced,
transmitted, stored in a retrieval system, or translated into another language
without the prior written consent of I.R.I.S.
This administrator guide utilizes fictitious names for purposes of
demonstration; references to actual persons, companies, or organizations are
strictly coincidental.
Trademarks
The Cardiris logo, Cardiris, IRISCard and IRIScan are trademarks of Image
Recognition Integrated Systems S.A. Connectionist, Linguistic and Field
Analysis Technology by I.R.I.S.
The Cardiris software is based in part on the work of the Independent JPEG
Group.
All other products mentioned in this user's guide are trademarks or registered
trademarks of their respective owners.
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Cardiris
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HOW TO CONFIGURE CARDIRIS
FOR MICROSOFT DYNAMICS CRM
INTRODUCTION
In order for Microsoft Dynamics CRM to interact successfully
with Cardiris and vice versa, Cardiris Corporate for CRM's
must be set up correctly across your organization.
To do that, Microsoft Dynamics CRM* administrators must:
Configure the Cardiris CRM connector on one machine;
Deploy the CRM connector configuration on all Cardiris client
computers;
Set up relevant privileges for Cardiris users on the CRM server.
These three steps are discussed in the sections below.
Note that these sections only concern CRM administrators.
* "Microsoft Dynamics CRM" is referred to as "CRM" in the
remainder of this chapter.
CONFIGURING THE CARDIRIS CRM CONNECTOR
The Cardiris CRM connector can be configured on any computer on
which Cardiris Corporate for CRM's is installed.
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How to configure Cardiris for Microsoft Dynamics CRM
Preliminary steps
Before you configure the Cardiris CRM connector, make sure you
have:
local administrator rights (or at least have the rights to create and
modify files in the Cardiris installation directory).
have access to CRM metadata, as depicted below.
Operation
Launch Cardiris from the Windows Programs menu or click
the Cardiris icon on your desktop.
When you launch Cardiris for the first time a sample database opens.
Click the Export button and select Microsoft Dynamics CRM
from the list of available export applications.
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Click Configure to configure the CRM server connection.
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How to configure Cardiris for Microsoft Dynamics CRM
Cardiris can connect to:
o a Microsoft Dynamics CRM 3 server
o a Microsoft Dynamics CRM 4 or 2011 server.
o a Microsoft Dynamics CRM Online server.
Connecting to a Microsoft Dynamics CRM 3 server
o To connect to a CRM 3 server, select the corresponding
option.
o Then fill in the Address field.
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Note: to connect to a Microsoft Dynamics CRM 3 server, Cardiris uses
an On-premise (Integrated) connection.
Cardiris
TM
5 – Administrator Guide
Connecting to a Microsoft Dynamics CRM 4 or 2011 server
o To connect to a CRM 4 or 2011 server, select the
corresponding option.
o Fill in the Intranet address or External Web address, or
both.
Cardiris supports two connection types when connecting
to a CRM 4 or 2011 server. Cardiris can either connect to
an Intranet address, which establishes an On-premise
(Integrated) connection or connect to an External Web
address, which establishes an IFD (Internet-Facing
Deployment) connection.
Note: Cardiris always tries to establish an On-premise
(Integrated) connection first. Should that fail, then
Cardiris establishes an IFD connection and you will be
prompted to authenticate.
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How to configure Cardiris for Microsoft Dynamics CRM
Note: to establish a successful On-premise (Integrated)
connection, the client computer running the Cardiris
software must reside in the same domain as the CRM
server.
o Fill in the Organization field.
Should you fill in an incorrect organization, Cardiris uses
the information in the address field to draw up a list of
valid organizations found on the CRM server. If only one
organization exists on the CRM server, Cardiris
automatically selects that organization and the window
CRM organizations will not be displayed.
Connecting to Microsoft Dynamics CRM Online
o To connect to CRM online select the third option.
o Fill in the Organization field.
Should you fill in an incorrect organization, Cardiris uses
the information in the address field to draw up a list of
valid organizations found on the CRM server. If only one
organization exists on the CRM server, Cardiris
automatically selects that organization and the window
CRM organizations will not be displayed.
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