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Prerequisites: See CWR Mobile CRM 4.2 Prerequisites.

Optionally: This document also describes the installation, upgrade and uninstall of the CWR Mobile CRM 4.2 Express Edition.

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Installing CWR Mobile CRM Server

Run setup.exe from the software delivery folder and follow the setup wizard.

Note: Please make sure to use the 64-bits setup files on a 64-bits server. Installing the 32-bits application on a 64-bits server will result in installation issues.

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Setup wizard

This chapter describes which steps the setup wizard will take to install Mobile CRM Server.

Click "Next" to start installation.

Setup wizard

Read the license agreement and check "I agree" to accept the agreement. Click "Next" to continue setup.

Select the location where Mobile CRM Server is going to be installed and click "Next".

Please wait while the program files are copied to the selected location. After this process finishes, click "Next".

Installation of the Mobile CRM Server is complete. Click "Close" to exit the setup wizard.

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Mobile CRM Server Configurator

After installation has been completed, the Mobile CRM Server Configurator is automatically started. The Configurator only needs to run one time, at the first clean install. It will not automatically start when running an upgrade.

The following chapters explain how to use the Configurator.

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Mobile Web Services

On the "Web Service" tab the Mobile Web Service URL can be configured. The CWR Mobile CRM server will communicate with this webservice in order to synchronize data with CRM.

Mobile Web Services

CRM Service URL:

When CWR Mobile CRM has been installed on the same server as Dynamics CRM, the CRM Service URL will be taken from the registry key “HKLM\Software\Microsoft\MSCRM\ServerUrl”.
When CWR Mobile CRM has been installed on another server than the Dynamics CRM server, a popup will be displayed for typing in the URL to the CRM server. This URL is then stored in the registry for use by the server.

Authentication Type: If Internet-Facing-Deployment (IFD) has been configured on the Dynamics CRM Server, the option to set IFD will be enabled. When IFD is selected as authentication, a number of textboxes will be enabled. These fields are username, password and domain. These credentials are not used for communication with mobile devices or when using the Mobile Configurator, but only used by the Mobile CRM Server Configurator to setup the system. These credentials not stored, they must be entered every time the configurator is run and IFD authentication has been selected.

Authentication Type

Note: CWR Mobile CRM 4.2 provides two forms of authentication and multiple deployment options.

TCP Port: Enter the port number on which communication between the CWR Mobile CRM Server and mobile devices should occur (default 5556). The port number should be available to the mobile devices over this port. So this port number should be enabled on any firewall or router. Refer to the documentation of your firewall/router on how to do this.

SSL Port: Optionally, an SSL port number can be entered. SSL certificates requires manual configuration on the server and cannot be done via the Configurator. For more information on installing SSL capabilities, see http://support.microsoft.com/kb/299875

Client Updates Website: The mobile device update virtual directory will be installed in the Mobile Web Services website. A mobile device can connect to this website to install the software. This field is read-only.

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Web Configurator

On the "Configurator" tab the Mobile Web Configurator is configured. The Web Configurator intergrates with Dynamics CRM, by adding a navigation item in the Settings area of the Dynamics Web Client. This is the main configuration interface for the CWR Mobile CRM system.

Mobile Configurator

Website: The Mobile Web Configurator will be installed as a virtual directory under a website. If CWR Mobile CRM is installed on the Dynamics CRM server, this field will automatically be filled with the Dynamics CRM website as defined in the registry key: "HKLM\Software\Microsoft\website". In this instance the field is read-only. When CWR Mobile CRM is installed on a different server then Dynamics CRM, a list of available websites of the local server is presented. One website must be selected.

External URL: If CWR Mobile CRM is installed on the CRM server, this field is not used. When CWR Mobile CRM is installed on a different server, the External URL must be entered. This URL is used to update the CRM navigation item in the sitemap and point it to the correct URL of the CWR Mobile CRM Web Configurator.

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Configuration Database

CWR Mobile CRM supports multi-tenancy like Microsoft Dynamics CRM. Information about the different organizations is stored in a configuration database. The "Config Database" tab displays all settings for the configuration database.

SQL Server: A valid name must be selected from the list of available SQL Servers. The setting will be used to store the configuration database. If, for any reason, the SQL server is not displayed in the list it is known to be available, the name can be entered manually. All other fields are pre-filled and read-only.

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Summary and installation

On the "Summary" tab, click "Finish" to start the system configuration.

All actions, and possible errors that occur, will be logged in a log file called <date>_Configurator.log in the “C:\program files\CWR Mobility\Mobile CRM Server\Logs” folder.

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Deployment Manager

After installation has completed, the Deployment Manager is automatically started. For more information about the Deployment Manager, see Mobile CRM 4.2 Implementation Guide.

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Upgrading an existing installation

The following chapters describe how to upgrade from previous versions to version 4.2.

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Upgrading from version 1.2

NOTE: It is not possible to directly upgrade CWR Mobile CRM 1.2 to version 4.2. To upgrade to version 4.2, first upgrade to version 4.1 and then to version 4.2.

For upgrading a 1.2 installation to version 4.2, follow these steps:

Upgrade to version 4.1 using the CWR Mobile CRM 4.1 Installation Guide.
- Make sure to run the Mobile CRM Server Configurator to upgrade all databases from version 1.2 to version 4.1.
After configuration has completed, install CWR Mobile CRM 4.2 without uninstalling the previous version. The installation will detect an upgrade and replace version 4.1 files. No changes will be made to virtual directories in IIS or SQL Server locations.
After installation, the Mobile CRM Deployment Manager is started automatically. Proceed with upgrading the configuration database to version 4.2.
- During the upgrade process, all organization databases are automatically upgraded to version 4.2.

After upgrading the organization databases, the licenses of all organizations must be upgraded to version 4.2. This action can be performed in the Mobile CRM Deployment Manager.

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Upgrading from version 4.0 or 4.1

For upgrading a 4.0 or 4.1 installation, follow these steps:

Install CWR Mobile CRM 4.2 using the information in chapter “Installing CWR Mobile CRM Server”.
After installation has completed, the Mobile CRM Deployment Manager is started automatically. Proceed with upgrading the configuration database to version 4.2.
After the configuration database is upgraded, all organization databases will be automatically updated to version 4.2.

After upgrading the organization databases, the licenses of all organizations must be upgraded to version 4.2. This action can be performed in the Mobile CRM Deployment Manager.

Note: It is not possible to upgrade one specific organization database. All organization databases will be upgraded at the same time.

Upgrading from version 4.1 database

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Upgrading Mobile Express

Mobile Express can be upgraded by executing the newer version setup executables. The setup will detect an older version and upgrade all files to the latest version automatically. After installation, no actions are required.

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License files and compatibility

Because of changes in the license files, version 4.1 license files cannot be used with version 4.2 installations. Please make sure to have a valid version 4.2 license file for each organization database.

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Completing the installation

A number of items must be checked to verify correct installation. The following items must be verified to be working:

Web Configurator is installed. In the Dynamics CRM 4.0 Web Client, go to the "Settings" area. The navigation item "CWR Mobile CRM" must be displayed in the navigation menu. Select the navigation item to open the CWR Mobile CRM Web Configurator. The bottom menu in the Web Configurator is reserved for licensing information. This menu is normally blue. If there is a problem with the license file or there are connectivity issues with the organization or content database, the menu is red.

NOTE: If you don't see the "CWR Mobile CRM" navigation item, refer to this Microsoft knowledge base article: http://support.microsoft.com/kb/910050

CWR Webservice is installed. Open a browser window and go to the following location: "http://servername:5556/mobileservice.asmx". The page displays a list of methods that mobile devices use to communicate with the CWR Server. The first part, http://servername:5556, is also the URL that must be entered when initializing the mobile device. Verify that the URL can be accessed from the mobile device.

The updates page is available. Open a browser window and go to the following location: "http://servername:5556/cwrupdates/". The page displays a website where the latest CWR Mobile client software can be downloaded.

Please note that this feature is only available for Windows Mobile. Currently, it is not possible to install or update BlackBerry devices through this feature. This will be added in the next maintenance release 4.2.0.2.

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Extra steps required for IFD and Online installations

Due to the way authentication is handled in Internet Facing Deployments (IFD) and CRM Online installations, a number of steps must be performed to ensure correct workings of the CWR Mobile Server and Client.

Step 1: To correctly log errors that originate from the Mobile Client, modify the security roles of Microsoft Dynamics CRM in the following manner:

Users must have CREATE and APPEND user level rights on the CWR_mobilecrmlog entity.
Users must have APPENDTO user level access rights on the systemuser entity.

Step 2: To correctly use teams for sharing, modify the security roles of Microsoft Dynamics CRM in the following manner:

Organization level READ rights on all teams for all Mobile Users.

Step 3: To successfully retrieve metadata to the mobile client, modify the security roles of Microsoft Dynamics CRM in the following manner:

READ rights to Entity, Attribute and Relationship for all Mobile Users.

Step 4: To successfully retrieve entity access rights, modify the security roles of Microsoft Dynamics CRM in the following manner:

Parent: Child Business Units level READ rights on entity businessunit for all Mobile Users.

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Installing CWR Mobile CRM Express Edition

CWR Mobile CRM Express Edition is a web-based, on-line only implementation for all Mobile handheld devices. Based on the type of device, the look-and-feel has been developed to integrate into the platform. The mobile device requires an active internet connection in order to use the application. This chapter explains how to install the software on the server and how to connect to the application.

Note: It is only supported to install CWR Mobile CRM Express Edition on the CWR Mobile CRM Server.

The following steps explain the setup of Mobile Express on the server.

Setup wizard

Click "Next" to start installation.

Setup wizard

Read the license agreement and check "I agree" to accept the agreement. Click "Next" to continue setup.

Select the location where Mobile Express is going to be installed and click "Next".

Please wait while the program files are copied to the selected location. After this process finishes, click "Next".

Installation of Mobile Express is complete. Click "Close" to exit the setup wizard.

After installation has completed, the Mobile CRM Express Configurator is started automatically.

The only settings that can be changed are the following:

TCP Port: The port number of where the mobile devices can connect to Mobile Express.

SSL Port: The secured port number of where the mobile devices can connect to Mobile Express.

After configuration has been completed, "Express" can be added as a device to a specific user. For more information about performing this step, view the CWR 4.2 Implementation Guide, chapter "Device Management".

Note: More information about using Mobile Express Edition, view the CWR 4.2 Express Edition User Guide.

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Installing CWR Mobile CRM Clients

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Installation Overview

The Mobile CRM Client installation consists out of 3 steps:

Installation of Client software.
Initializing the client environment.
Synchronizing the initial data.

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Installing the software on a mobile device

Note: Before installing and initializing the CWR Mobile Client, a valid mobile profile and mobile user must be set-up on the CWR Mobile CRM Server. Failing to do so before initializing the mobile client will result in the error “This user is not a Mobile User”. Please read the CWR 4.2 Implementation Guide, chapter "Importing and exporting profiles" for more information.

Each mobile device requires a different installation procedure. Please use the following links that are specific for each mobile device type:

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Un-installing CWR software

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Uninstalling CWR Mobile CRM

If CWR Mobile CRM server must be uninstalled, there are a number of actions to perform. They are:

Uninstall CWR Mobile CRM on the server by going to "Control Panel -> Add or Remove Programs".
- If files have been added to the installation folder (default at C:\Program Files\CWR Mobility\Mobile CRM Server) after the initial setup, like log files, then the installation folder will still exist after you uninstall it. It is not required to manually remove this folder, but it is recommended.
Delete the following registry key hive: "HKLM\Software\CWR Mobility\CWR Mobile CRM".
Delete the "CWR Mobile CRM" website from IIS.
Delete the "CWRMobileConfig" virtual directory from the IIS.
- If you installed it on the CRM server, then this virtual directory will be placed under the Microsoft Dynamics CRM website.
- If you installed it on another server, then you had the option to install it under any website. Look up that website and remove it.
Delete the "CWRAppPool" Application pool from the IIS.
Delete the "CWRMOBILECRM_CONFIG" database.
Delete all "organization_CWRMOBILECRM" databases.
- An "organization_CWRMOBILECRM" database is created for every CRM organization that you've configured.
Remove the "CWR Mobile CRM" menu entry from the CRM sitemap.
- Export the sitemap.
- Remove the Subarea with id="nav_cwrmobilecrm" from the sitemap XML document.
- Import the updated sitemap.

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Uninstalling CWR Mobile CRM Express Edition

If CWR Mobile CRM server Expres Edition must be uninstalled, there are a number of actions to perform. They are:

Uninstall CWR Mobile CRM Expres Edition on the server by going to "Control Panel -> Add or Remove Programs".
- If files have been added to the installation folder (default at C:\Program Files\CWR Mobility\Mobile CRM Server\Express) after the initial setup, like log files, then the installation folder will still exist after you uninstall it. It is not required to manually remove this folder, but it is recommended.
Delete the "CWR Mobile CRM Express" website from IIS.
Delete the "CWRExpressAppPool" Application pool from the IIS.

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