proRM Business Solutions contains a setup assistant that will help you with Installation.
Please note that under Windows 8.1 and Windows Server 2012 the Windows feature "Windows Identity Foundation" is disabled as default. Please be careful, the feature is enabled. For more information visit our KB-Article Section
After you download the solution package, extract the file to any desired location on your PC. Open the extracted folder and run there the "proRM-Setup.exe" file.
Once the setup starts, click Next
The next window shows you a license contract, please read and accept it if OK.
After reading and accepting the license agreement, click the Next Button to start the Registration.
If you have already purchased a proRM license, you can import the file, by clicking Yes.
Now you are able to search for the license file on your pc to import it, to verify all the information.
All required data will be listed after the import of the license file, where you can check the data. You can see the Name of the license, the Number of Users, the Period of Time the license is valid and the name of the Organization.
To continue now with the Installation, click the Next Button to enter the required information about your CRM System.
In case, if you haven not purchased a license at the moment or requested no Trial key from our homepage, click the Button No.
In the next step, you will see a form where you have the opportunity to register for a 30 day Trial license, to test our solution. Please complete all the required labels, like Salutation, First Name, Last Name, Email, Account, Street, ZIP/Postal Code, City, Country, Phone. To create your Trial license you have also accept a declaration of consent.
The license will be created with the data you entered and imported during the installation.
In the next part of installation, it is necessary to enter the connection data of your Microsoft Dynamics CRM System. Please select the Installation Type of your CRM System. You can choose from OnPremise, IFD and Online organizations.
Now enter the required data. For an OnPremise-Installation for example, you have to fill in the Domain, your Username, your Password, the Server Address and the name of the Organization.
|OnPremise||"OnPremise" is an Installation in your corporate Network, which is usually not accessible from the Internet.|
|IFD||IFD (Internet Facing Deployment) is a Server Installation of your CRM or of an Internet Service Provider, which is published on the Internet.|
|Online||Data Services (Cloud), which can be used for CRM Online by Microsoft.|
|Domain||Domain is required for "OnPremise" and IFD Installations. Usually it is identical with your logon Domain.|
|Password||Please enter here your Network Password or if you using CRM Online, your Office365 password.|
|Server||The Server (URL) is the web address of your CRM server. Example:|
|Organization||The Organization name is required for CRM OnPremise only. You can find the Organization name in the CRM web application on the top of the screen to the right below your name.|
After defining your connection data, you have to do the Connection Test, before you can continue.
If the Connection Test was successful, you will get a message and you will be able to continue with the proRM Components and Module Selection by clicking the Next button.
With the proRM Components and Module Selection, you can choose the required solutions, you want to install, via a tree view. Please note, that there are some required solutions, which needed to be installed. Otherwise, the product will not work correctly.
After you have selected your required Solutions click the Install button to import and install the solution to your CRM System.
Please note that the import and the installation can take some of time.
After clicking the Install Button there will be a progress bar that shows which App is being installed.
You will get a notification as soon as the import/installation completed successfully. Now all of the selected solutions are installed in your CRM System and can be used.
Click on Next for the last step of the Installation.
Now you have the option to install some demo data for testing proRM. Click Yes if you want to install demo data and follow the instructions below.
If not then click No.
Now the Installation of the proRM Business Solutions is complete.
You have the option to install the required Solutions manually to your CRM System. You can find the Solutions at the unzip Folder under Solutions. Please Note in that case: the Solutions RM_2_0_2*.zip, RM_PlugIns_2_0_2_*.zip, RM_Workflows_2_0_2_*.zip and RM_SecurityRoles_2_0_2_*.zip are required for the installation. Additionally you have to start with the RM Solution, to maintain functionality.
You have the option to install some demo data for testing after installation.
In the next step, you have the option to select the language of your demo data. If you want to have English demo data, then choose English, to create German data select German. Furthermore, you can see the Already installed Modules and the Not assigned user. These are System users, which are not assigned to any resources.
After you select the Language click Next to continue.
Now you can select which Projects to create. The project Introduction CRM 2011 is a smaller project, while the project Implementation CRM 2011 and proRM 2013 is more extensive.
Furthermore you can set the number of accounts which should be created. Please note: if you select both project structures, both of them are being assigned to every account.
The Project Period describes the length of the projects, which is editable, even as the Activity Record Period. This describes the period of time to create activity records for your resources. The End Date is set by the date of yesterday as default.
After you make your required changes, click Next.
In the next step you get the option to create some demo resources. Existing System users are automatically assigned to a resource. These Users are able to create bookings and can use the Apps.
The first button with the employee and the plus on it enables you to add existing System user to the list. All existing users are loaded by default.
The second button with the crossed out employee creates resources without any System user and adds to the list. The last button enables you to delete highlighted users from the list view. Click Next to continue.
In this step you get the option to configure demo employees so you can create Bookings using one of the time tracking clients.
Next you can manage the security roles for your System user. Please select an Employee Role. You have the choice between the Project Manager and Project member.
Furthermore, you can add Security Roles by the green + on the left hand side, which allows the resource to use the required App.
To continue the Installation of demo data click Next.
In this step, you get the option to configure roles of the demo employees. Please select an employee role for each employee and assign required applications.
Click the Start button and wait for completion.
Depending on number of records, this can take several minutes to complete.
After the process is finished, click Finish to complete the Installing and Configuration of the demo data and close the Setup Wizard.