Posts Tagged #SalesLogix

Lots of Broken Stuff in Infor CRM and no Fixes in Sight ;-( – or Where is my Maintenance $$$ Going?

Is it just me (and my customers) or is everyone else seeing this?

There appears to be a lot of “little” things broken in the world of Windows?LAN  – a place where  a LOT of customers live.

For example – 8.2.0 w/Update 01 – “Could not login  to Outlook. Make sure Outlook is properly installed Server executaion failed” when attempting to launch an emal from the Contact Email control.

This is typical.. random “failures” of SData authentication by Outlook sync as well as mobility (latest released version).. and on and on.. and on….

CALL TO ACTION: How about everyone either:
A – go to the Infor CRM community add post about their issues
B – Go to LinkedIn groups that cater to Infor CRM and post about their issues

with ALL the “little broken things” they have seen on their own systems as well as customer sites. MAYBE Infor will take notice and get things fixed instead of working of more features. Customers need fixes – not features – this is what they pay large fees annually – for fixes – and they continue to not get them.

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The Sky is Falling ! … The Sky is Falling!- Really???

The sky is NOT falling – all that happened was Swiftpage sold Saleslogix to Infor – one of the LARGEST Private digital products companies in the world ($3billion/year).

 

Short story – (TRUE) – A customer of mine told me they had received a call from a former Saleslogix bp (who does Salesforce) and (in so many words) told him the sky was falling and suggest they should consider switching to SF from Saleslogix. Well.. my customer DID NOT SWALLOW THAT STUPID LINE!

A friendly message/warning to ALL Saleslogix customers – The “Vultures are circling”. This ALWAYS happens when a company is bought/sold. It’s a big “marketing ploy” – DON”T FALL FOR IT! If you have questions, then call your BP asap.. or call the team at Saleslogix in AZ.

A few points:

A – Yes.. Saleslogix’ CRM will become Infor CRMTM

A – Existing Saleslogix BP’s will become Infor (crm) BPs

B – Infor (ERP) BP’s are not going to be selling/servicing Infor CRMTM – NOTE: remember the big mess Sage caused by allowing the ERP/Accounting BP’s to get into the Saleslogix crm business.. total failure!

C – An immediate DOUBLING of the R&D budget to speed up the (Saleslogix) Road Map implementation

D – The Windows/LAN fat client is still part of the product

E – SData is and will remain the integration (access) point for Saleslogix

F – The R&D budget is being DOUBLED asap to speed up the road-map installation

G – The sale will be finalized in a couple of weeks (probably Sept 1st because it starts a new quarter).

H – The Nov Customer & Partner Conference will still happen in Scottsdale. IMHO the “Swifties” will probably not be there and the Infor team will be.

 

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Look It Up in the HELP file – Are You Kidding??!!??

Nope – I am not!

Anywhere from one to a half-dozen times a day I see  on-line communities/forums where individuals are posting a “help me” type of question. The subject matter runs from something very simple (ex: “.. how do I select a filter….”) to something very complex (ex: “…how do I move my SQL db from on-site to cloud…”).

Now there is NOTHING WRONG with posting to a group to tap into the collective “crowd knowledge” (did I really write that?.. sounds like a good subject for a blog one of these days ;-). However, you are probably missing a source of info which is right at your fingertips (or mouse click away). I am talking about the “HELP” facility that most programs have.

Over the years we have moved from having a manual supplied w/the app to having an icon and/or menu item that connects to the built-in manual – the HELP facility. Most of these help setups are context sensitive and/or have a search mechanism . One such application is Saleslogix. It’s got a really great context-sensitive help facility.. and a lot of internal hyper-links. Every time I poke around it I am amazed as to what I find.

SO – don’t stop posting to on-line communities/forums – but do take a peek at the help facilities that are right in front of you.

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FireFox 23 will be a Game Changer w/https sites

There’s an option in FF (version 18.0 and up) called:
security.mixed_content.block_active_content

When FF 23 is released (20.0 is the current release) this option will be enabled by default. What this means is ANY “mixed” https page will NOT load non https content.

So if you have constructed a site that has any http links in it and your site is on SSL (https) then users will experience “failures”.

QUES: Is this a good thing?

ANS: YES! Attacks using “bad links” are buried in https sites everywhere. You typically see a popup asking if you want to display the “non-https” content. When you do you take a BIG risk of infecting your system, getting hacked, etc. KUDOS to the FF team for taking this step to block non-https data by default!

I would strongly suggest you test this out NOW to make sure things will work right when FF 23 is released. Using FF 18.0 and up you simply need to:
A – key in about:config in the url/address line
B – search for the key: security.mixed_content.block_active_content
C – change the value to true

 

FYI – Chrome has already made such a change (you get a warning)..

 

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IE 10 installs automatically on Windows Updates

If you have Automatic Update turned on:
” Users of Windows 7 Service Pack 1 (SP1), and 64-bit version of Windows Server 2008 R2 SP1 will receive Internet Explorer 10 as an important update if they have Automatic Updates enabled, or if they perform a manual scan for updates on Windows Update.”

NOTE: installations which use “WSUS” – Windows Server Update Services” and control the updates to their installations can easily block this. For individual PC’s NOT being managed by WSUS (most of us 😉 there is a “blocker kit“.

Here is the direct download: IE10-BLOCKER

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Sage Selling ACT & SalesLogix to Swiftpage

Well.. many of us saw this coming when Sage first announced ACT & SalesLogix NOT being part of it’s “core business”.

Here are some links to the official announcement:
globalcomms.sage.com
www.investors.sage

Plus another from Sharecast – Thanks “Nato”!:
www.sharecast.com

.. and of course, Swiftpage.. GREAT People!

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SalesLogix Mobile Web Application 2.0 – A Video

A while back there was a video made/posted by the SalesLogix Training group on the Mobile Web Application (version 1.x). Along with the recent release of SalesLogix Version 8.0 was the release of Mobile 2.0.

2.0 builds on the the original functionality of the 1.x release (specifically 1.2) and gives us a much nicer (mobile) user experience. One of the things I especially like are what are called “List Actions” (I call them “Immediate Actions”). “IA’s” are available on all of the “List Views”. You get to them by simply clicking on the Icon (rather than the text) and they appear  in a new line just below the list item.

For a look at “IA’s” and other things, jump over to uTube and take a look:

 

Oh yes, you do NOT have to upgrade your 7.5.4 SalesLogix to 8.0 to run Mobile 2.0 – BUT there are some features which ONLY work with 8.0 (SData).  I’ll be posting just what these things are in a future blog.

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SalesLogix Synchronization – Running as a Service

It’s amazing how many times I run across a situation where the Main Sync (and/or Secondary Sync Servers) are running under the (Windows)Task Scheduler. At first, this does not seem to be an issue. However, on closer examination there’s a high degree of probability the (WTS) job is not passing in the “correct” sequence of “switches” (options).

The way this usually rears its ugly head is:
A – the job runs too long and another one tries to start up
B – the job fails to start for some unknown reason
C – the job “hangs” for some unknown reason(s)

The Saleslogix team solved this problem a LONG time ago with the introduction of “Sync As A Service”. Basically it is all “built-in” and the admin interface is thru the (WG)Admin application (click on “System” in the NavBar and then on the Sync Automation Services tab) and all you need to know to get started is in the HELP file (under Synchronization -> Running Synchronization from a Service).

All this is fine for the MAIN DB.. BUT what about the Remote Office you ask.. Well, as of the (current) latest release (7.5.4.xxxx) there is no automation for Sync on the RO…. BUT you can “fake it” via Windows Task Scheduler. Here’s info on how to do this from my KB – NOTE – DISCLAIMER – The following procedure may not be fit for any useful purpose – use at YOUR OWN RISK! It is an EXAMPLE of one I use at customer sites:

Using the Windows Scheduler you can schedule a Remote Office (or even a Remote User) to have synchronization run automatically.
  Here is how:
    TASK tab
      run:
         "C:\Program Files\SalesLogix\SyncClient.exe" /B "SLXRemote" /E /Q /L /G /Y /R /C /A /S /TD /TU
      Start in:
         "C:\Documents and Settings\All Users\Start Menu\Programs\SalesLogix"
      Run as:
        domain\administrator (NOTE: This is how I do it.. you may want to use another user)

    SCHEDULE tab
      Schedule: Daily
      start time: 05:15
      Repeat Task every 15 minutes
      Until 24 hours
      Schedule Task Daily Every 1 days

    SETTINGS tab
      Stop task if it runs for 2 hours 0 minutes
      Don't start task if the computer is running on batteries
      Stop the task if battery mode begins.

    SECURITY tab
      Group/Users
      Administrators Full control

NOTE: Running Synch as a Service using the OOTB (Out Of The Box) approach also has additional benefits:
A – You can use the Synch Monitor Tool to see what it is doing. If it is NOT on your (LAN connected) PC than simply copy it (SLXMonitorConsole.exe w/the help file SLXMonitor.chm) to your system – to the SalesLogix App Directory, make a desktop shortcut and then configure (see Help FIle).
B – When it runs as a service it will insert a record in the SYNCJOBHISTORY table.

There is a LOT more to say about synch.. but let us leave it for another day – Happy Synching!

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SQL Azure vrs. Amazon RDS SQL Server – Which Way?

SQL Server Central recently published an article on the (above) subject on July 11,2012. The author (Peter Marriott) makes an interesting statement:
“..It doesn’t take long to realise that Amazon RDS SQL Server is a very different beast from SQL Azure.”

He goes into features, power and size, Backup and Availability, Administration, and finishes up with a good “pro/con” set of statements on both approaches.

My takeaway was (IMHO) if you really want a “scale-able system”, Amazon is the way to go – NOT Azure! However, I do invite you to go and read the (fairly short and concise) article and comment.

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How Do I Run a VBScript OUTSIDE of SalesLogix?

VBScripts CAN be run completely outside of SalesLogix. BUT you do not have access to the SalesLogix Application object.

First you need to be able to make a connection to the (SalesLogix) Provider. The key part here is to pass in a valid (SalesLogix Provider) connection string. I usually create a “.udl” file to do all the heavy lifting here. This is what the contents of a typical “.udl” looks like:

 [oledb]
; Everything after this line is an OLE DB initstring
Provider=SLXOLEDB.1;Password=mypassword;Persist Security Info=True;User ID=admin;Initial Catalog=SALESLOGIXV754DEV;Data Source=GOBIDEV;Extended Properties="PORT=1706;LOG=ON;CASEINSENSITIVEFIND=ON;AUTOINCBATCHSIZE=1;SVRCERT=;"

Now we need to concentrate on the actual script itself. For this example we assume the “.udl” file is called MyConnection.udl and is located at the root of “C” (C:\MyConnection.udl) :

 
Sub Main
  Dim objCon  'SalesLogix Connection Object
  Dim sConnString
  Dim strSQL00
  Dim objMyRS
  Dim blnNewSlxConnection

  'Get a connection to SalesLogix - Cannot use the Application Object in an Agent or outside of SalesLogix
  ' We have to do all of this "outside"
  sConnString= "File Name=C:\MyConnection.udl"

  'Now connect up
  Set objCon = CreateObject("ADODB.Connection")
  If Err.Number <> 0 Then
    blnNewSlxConnection= False
    If IsObject(objCon) Then
      Set objCon = Nothing
    End If
    Err.Clear
    Exit Sub
  Else
    blnNewSlxConnection= True
    objCon.ConnectionString = sConnString
    objCon.Open
  End If

  'Do some work - get data from USERINFO table
  strSQL00 = "SELECT * FROM sysdba.USERINFO"
  Set objMyRs = CreateObject("ADODB.Recordset")
  With objMyRS
    .CursorType = adOpenStatic
    .CursorLocation = adUseClient
    .LockType = adLockBatchOptimistic
    .Open strSQL00, objCon
  End With
  'Now pull in data from USERINFO... and do something with it
  If Not (objMyRS.EOF Or objMyRS.BOF) Then
    'OK
    With objMyRS
      If .RecordCount > 0 Then
        'We have data - now do work...
        While NOT (.EOF or .BOF)
          strUserID = .Fields("USERID").Value
          strLastName = .Fields("LASTNAME").Value
          'Now do some work w/this data
          Call WriteResultsToTraceFile(strUserID,strLastName)
          .MoveNext
        Wend
     Else
       'No data found...
     End If
  End With
  'All done..close shop
  If IsObject(objMyRS) Then
    objMyRS.Close
  End If
  Set objMyRS = Nothing
  If IsObject(objCon) Then
    objCon.Close
  End If
  Set objCon = Nothing

The above is a very simple framework and certainly can be expanded. I have created an include file that contains several of the key functions:

Function NewSlxConnection(ByVal sConnString, objCon)
Function CloseSlxConnection(objCon)
Function GetRecordSetObj(objCon,ByVal strSQL)
Sub CloseRecordSetObj(objRS)
Function ChkError(strInfo)
Function FixQuote(ByVal sSrcLine)
Function ExecuteSQL(objCon, ByVal sSQL00)
Function GetScalarValue(objCon, ByVal sSQL00)
Function GetMultipleScalarValue(objCon,ByVal strSQL, ByVal iRecCount, strValue)
Function GetMultipleValuesFromDB(objCon, ByVal strSQL, strValue)
Function CreateIdFor(objCon, ByVal sTableName)
Function CreateBlockOfIDFor(objCon,ByVal strTableName, ByVal sRecCount, strRecordID)
Function IsEmptyRecordset(ByRef objRS)
Function GetRecordCount(objCon,ByVal TableName, ByVal PKName, ByVal sWhere)

We use this include file in all our external VBScripts and for a small fee we do license it to anyone who is interested (along with some samples/examples).

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