INSTALLING SALESFUSION

INSTALLING SALESFUSION

INFOR CRM

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Contents
Prerequisites ......................................................................................................................................... 3
Installation............................................................................................................................................. 3
1. Install LAN Bundle ....................................................................................................................... 3
2. Update CampaignTargets ViewInstall Bundle ......................................................................... 4
3. Enable Salesfusion Tables .......................................................................................................... 4
4. Update Salesfusion Config table ............................................................................................... 5
5. Create Insert Trigger for ADHOCGROUP .................................................................................. 5
6. Create Delete Trigger for ADHOCGROUP ................................................................................ 6
7. Create SF_GroupRelease View ................................................................................................... 6
8. Install Web Bundle ...................................................................................................................... 7
9. Update Entities ............................................................................................................................ 7
10. Build Interfaces .......................................................................................................................... 7
11. Rebuild web services ................................................................................................................ 7
Add the Recycle Bin for LAN ........................................................................................................... 8
Remove the Business Rules for Web Recycle Bin ....................................................................... 8
Installing the iFrame for LAN ......................................................................................................... 8

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Prerequisites:
1. Saleslogix Web Update 01 (Core and Model)
2. Make database and VFS backups of your target Infor CRM environment
3. Verify that you can successfully Build Interfaces
4. Verify that you can successfully Deploy Web Services

Installation
1. Install LAN bundle via Saleslogix Administrator
a. Filename: Infor_SF_AllTableBundles.sxb

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2. Update the CampaignTargetsView

a. Run the following ALTER statement against the target Saleslogix database, via either the SalesLogix
Administrator (Manage → Database) or directly within SQL Server Management Studio:
ALTER VIEW [sysdba].[CampaignTargetsView] AS SELECT ct.CAMPAIGNTARGETID, cp.CAMPAIGNNAME,
ct.CAMPAIGNID,ct.CREATEUSER, ct.CREATEDATE, ct.MODIFYUSER, ct.MODIFYDATE, ct.ENTITYID, c.FIRSTNAME,c.LASTNAME,
c.ACCOUNT AS Company, ct.GROUPNAME, '' AS PRIORITY, ct.INITIALTARGET, ct.STATUS, ct.STAGE, ct.TARGETTYPE,
c.SECCODEID, (SELECT MAX(RESPONSEDATE) AS Expr1 FROM sysdba.TARGETRESPONSE AS tr WHERE (ct.CAMPAIGNTARGETID =
CAMPAIGNTARGETID)) AS RESPONSEDATE, ct.FORMS AS FORMS,ct.FRIENDFORWARD AS FRIENDFORWARD,ct.DELIVERYSTATUS AS DE-
LIVERYSTATUS, ct.DELIVERYMESSAGE AS DELIVERYMESSAGE,ct.CLICKED AS CLICKED,ct.C_OPEN AS C_OPEN,ct.UNSUB AS UNSUB
FROM sysdba.CAMPAIGNTARGET AS ct INNER JOIN sysdba.CAMPAIGN cp ON ct.CAMPAIGNID=cp.CAMPAIGNID INNER JOIN sys-
dba.CONTACT AS c ON ct.ENTITYID = c.CONTACTID UNION SELECT ct.CAMPAIGNTARGETID,cp.CAMPAIGNNAME,ct.CAMPAIGNID,
ct.CREATEUSER, ct.CREATEDATE, ct.MODIFYUSER, ct.MODIFYDATE, ct.ENTITYID, l.FIRSTNAME, l.LASTNAME, l.COMPANY,
ct.GROUPNAME, l.PRIORITY,ct.INITIALTARGET, ct.STATUS, ct.STAGE, ct.TARGETTYPE, l.SECCODEID AS SECCODEID, (SELECT
MAX(RESPONSEDATE) AS Expr1 FROM sysdba.TARGETRESPONSE AS tr WHERE (ct.CAMPAIGNTARGETID = CAMPAIGNTARGETID)) AS
RESPONSEDATE, ct.FORMS AS FORMS,ct.FRIENDFORWARD AS FRIENDFORWARD, ct.DELIVERYSTATUS AS DELIVERYSTA-
TUS,ct.DELIVERYMESSAGE AS DELIVERYMESSAGE, ct.CLICKED AS CLICKED,ct.C_OPEN AS C_OPEN,ct.UNSUB AS UNSUB FROM sys-
dba.CAMPAIGNTARGET AS ct INNER JOIN sysdba.CAMPAIGN cp ON ct.CAMPAIGNID=cp.CAMPAIGNID INNER JOIN sysdba.LEAD AS l
ON ct.ENTITYID = l.LEADID

3. Enable the Salesfusion tables and views via SalesLogix Administrator

a. Open the Database Manager within SalesLogix administrator.
b. For each of the following database objects:
i. Open their properties
ii. Adjust the Display Name
iii. Click Enable (May already be enabled)
iv. Select the appropriate Primary Key (if applicable):
c. Be sure to apply (save) these changes before existing the Database Manager

Table Name Display Name Primary Key

SF_ContActivity Sf_ContActivity SF_WEBACTIVITYID
Sf_ContactLeadCampLinkClic Sf_ContActLeadCampLinkClick CampaignerLinkClickID
k
Sf_EmailStatistics Sf_EmailStatistics None
SF_ExtWebActivity (found in Sf_ExtWebActivity None
SF_WebActivity parent table)

SF_LeadActivity Sf_LeadActivity SF_WEBACTIVITYID

SF_GroupRelease SfGrouprelease None

Example:

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4. Update sysdba.sf_config table

a. Log into Salesfusion and navigate to the Infor CRM Connector page
(Profile Icon → Account Configuration → Infor CRM)
b. Under “Infor CRM Connection Information”, click the “Generate Unique Key” button
c. Click “Save Profile”
d. Copy the GUID generated in step B into the following update statement as the sfvalue and execute
against your SalesLogix database:
update sysdba.sf_config set sfvalue='PASTE GUID HERE' where SFNAME='Salesfusion.CustomerID'

NOTE: If you have Infor CRM Version 8.4 OR you’ve installed the hotfix for the new group
endpoints, please follow these steps. Otherwise, skip to Step 8.
5. Create an insert trigger for the ADHOCGROUP table
a. Run the following statement against the ADHOCGROUP table in the Saleslogix database, directly within
SQL Server Management Studio:

GO
IF EXISTS (SELECT * FROM sys.triggers WHERE object_id = OBJECT_ID(N'[sysdba].[ADHOCGROUP_INSERT]'))
DROP TRIGGER [sysdba].[ADHOCGROUP_INSERT]
GO
SET ANSI_NULLS ON
GO

SET QUOTED_IDENTIFIER ON
GO

CREATE TRIGGER [sysdba].[ADHOCGROUP_INSERT] ON [sysdba].[ADHOCGROUP]

AFTER INSERT
AS
BEGIN

SET NOCOUNT ON;

declare @pluginid varchar(12);

declare @groupid varchar(12);
declare @createuser varchar(100);
declare @modifyuser varchar(100);

SELECT @groupid = INSERTED.GROUPID FROM INSERTED

SELECT @createuser = INSERTED.CREATEUSER FROM INSERTED
SELECT @modifyuser = INSERTED.MODIFYUSER FROM INSERTED

if(SELECT COUNT(*) from sysdba.GROUPRELEASE where PLUGINID=@groupid) > 0

Begin
Update [sysdba].[GROUPRELEASE] set MODIFYDATE=getutcdate() where PLUGINID=@groupid
End
else
Begin
insert into [sysdba].[GROUPRELEASE]
(GROUPRELEASEID,CREATEUSER,CREATEDATE,MODIFYUSER,MODIFYDATE,PLUGINID)
values(@groupid,@createuser,getutcdate(),@modifyuser,getutcdate(),@groupid);
End
END
GO

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6. Create a delete trigger for the ADHOCGROUP table

a. Run the following statement against the ADHOCGROUP table in the Saleslogix database,
directly within SQL Server Management Studio:

GO
IF EXISTS (SELECT * FROM sys.triggers WHERE object_id = OBJECT_ID(N'[sysdba].[ADHOCGROUP_DELETE]'))
DROP TRIGGER [sysdba].[ADHOCGROUP_DELETE]
GO

SET ANSI_NULLS ON
GO

SET QUOTED_IDENTIFIER ON
GO

CREATE TRIGGER [sysdba].[ADHOCGROUP_DELETE] ON [sysdba].[ADHOCGROUP]

AFTER DELETE
AS
BEGIN
SET NOCOUNT ON;

declare @groupid varchar(12);

declare @createuser varchar(100);
declare @modifyuser varchar(100);

SELECT @groupid = DELETED.GROUPID FROM DELETED

SELECT @createuser = DELETED.CREATEUSER FROM DELETED
SELECT @modifyuser = DELETED.MODIFYUSER FROM DELETED

Update [sysdba].[GROUPRELEASE] set MODIFYDATE=getutcdate() where PLUGINID=@groupid

END
GO

7. Create SF_GroupRelease view by dropping and creating the [sysdba].[SF_GroupRelease]

a. Run the following statement in the Saleslogix database, directly within SQL Server Management Studio:

IF EXISTS (SELECT * FROM sys.views WHERE object_id = OBJECT_ID(N'[sysdba].[SF_GroupRelease]'))

DROP VIEW [sysdba].[SF_GroupRelease]
GO

SET ANSI_NULLS ON
GO

SET QUOTED_IDENTIFIER ON
GO

ALTER View [sysdba].[SF_GroupRelease] as

SELECT GR.GROUPRELEASEID, P.PLUGINID,P.FAMILY,US.USERCODE,GR.MODIFYDATE FROM sysdba.PLUGIN P

INNER JOIN sysdba.SECRIGHTS S_AA ON ( P.USERID = S_AA.SECCODEID )
INNER JOIN sysdba.USERSECURITY US ON S_AA.ACCESSID = US.USERID
INNER JOIN sysdba.GROUPRELEASE GR ON GR.PLUGINID = P.PLUGINID
WHERE US.USERCODE <> 'admin'

UNION ALL

SELECT GR.GROUPRELEASEID, P.PLUGINID,P.FAMILY,US.USERCODE,GR.MODIFYDATE FROM sysdba.PLUGIN P

INNER JOIN sysdba.PLUGIN P1 ON P.BASEDON = P1.PLUGINID
INNER JOIN sysdba.USERSECURITY US ON P.USERID = US.DEFAULTSECCODEID
INNER JOIN sysdba.GROUPRELEASE GR ON (GR.PLUGINID = P1.PLUGINID OR GR.PLUGINID = P.PLUGINID)
WHERE US.USERCODE <> 'admin'

UNION ALL

SELECT GR.GROUPRELEASEID,P.PLUGINID,P.FAMILY,'Admin' USERCODE,GR.MODIFYDATE from sysdba.PLUGIN P

INNER JOIN sysdba.GROUPRELEASE GR ON GR.PLUGINID = P.PLUGINID

GO

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NOTE: If, during the step below you would like to manually add the customizations to either
Contactdetails, Leaddetails, or Campaigndetails, you may uncheck those boxes, and follow the Manual
Salesfusion Customization document found here.
8. Install the Web bundle via SalesLogix Application Architect
a. Filename: Infor_SF_8.0_8.3_ForFreshInstance.zip (The versions listed may differ slightly)
b. Preview the conflicts and uncheck any Salesfusion changes that may overwrite previous client-side
customizations.
i. We have added SmartParts to the following primary objects:
1. Account
2. Contact
3. Lead
4. Campaign
ii. We have modified the Details forms of the following to contain a “Launch Salesfusion” button:
1. Contact – ContactDetails
2. Lead – LeadDetails
3. Campaign – CampaignDetails
iii. Our bundle also replaces the out-of-the-box relationship between Campaign and
CampaignTargetsView. As part of the bundle install, the stock releationship is removed (both
cannot exist).

9. Update entities
a. Expand your VFS, Entity Model, Packages, SalesLogix Application Entities
b. Right click on the following entities, select update properties. Select every field and press Finish:
i. Campaign
ii. CampaignTarget
iii. CampaignTargetsView
iv. SF_CampaignerLinkClick

10. Build Interfaces

a. Once the bundle has installed, right-click on the active project workspace and select “Reload Project”
b. Select File → Save All
c. From the Build menu, select Packages → Entity Interfaces

11. You can now build web platform and (re)deploy.

NOTE: If you have a LAN Client, please continue to the next page, otherwise, all install
steps are complete.

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Add the Recycle Bin to LAN

The Salesfusion Recycle Bin facilitates the synchronization of deleted records from Infor CRM to Salesfusion. This
feature exists in the Web client via business rules which are not interfaced from the LAN client. In order to provide
the same functionality to the LAN client, we replace\supplement the Web business rules with the SQL triggers cre-
ated within this script.

The script will create triggers on the Account, Contact and Lead tables, as well as add a new stored procedure
which generates an SLX primary key outside of the SLX OLEDB provider.

Instructions:
1. Download the “Infor_LAN_RecycleBin” zip file from this knowledgebase article.
2. Execute the script listed under “Install”.

Remove Business Rules from Web for Recycle Bin

If desired, you may also remove the business rules (if no one is using the Web client). The following steps will
outline how to do so through the Application Architect.

1. Account Entity - navigate to Entity Model → Packages → Saleslogix Application Entities → Rules → Events
A. Go to ‘OnAfterDelete’ event
B. Remove ‘OnAfterDeleteStepPre’ from Pre Execute steps tab as shown in below screenshot and save
the changes.

2. Repeat Step 1 (removal of the ‘OnAfterDeleteStepPre’) for both the Contact and Lead entities.
3. Click on Build Interfaces.
4. After the Build Interfaces is complete, click Build Web Platform.
5. After Web Platform is built, deploy SlxClient from Deployment explorer.
A. After deployment you might need to do an iisreset depending on your environment to clear the cache.

Installing iFrame for LAN Client

Instructions:
1. Download the “iFrame for Infor CRM LAN” zip file from this knowledgebase article.
2. Install .sxb file contained in zip file.

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