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Implementing SalesHQ Portal: Download SalesHQ Software

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

Once you have signed up for the Sales HQ portal, including for a free trial, ISC Software will make contact with details for a secure file transfer site where you can download the two components which will need to be installed:

  1. Dynamics GP client component which needs to be installed on any client which will be used to update the configuration of SalesHQ and assign access to customers and sales people.
  2. Connector Service on a server; this server does not need to be a new one. If an existing server is used it should ideally be a web server or integration server; never a SQL Server or Domain Controller.

With these components downloaded, it is time to implement SalesHQ.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.






Your Name (required):
Your Email (required):
Subject:
Enquiry message:

Implementing SalesHQ Portal: Prerequisites

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

The Sales HQ portal is a fairly simple install (which I’ll be covering in this series of posts). However, there are a number of prerequisites which need to be met for the SalesHQ portal to be used.

Supported Version of Microsoft Dynamics GP

The following versions of Microsoft Dynamics GP are supported with SalesHQ:

  • Dynamics GP 2013 R2
  • Dynamics GP 2015
  • Dynamics GP 2015 R2
  • Dynamics GP 2016
  • Dynamics GP 2016 R2
  • Dynamics GP 2018
  • Dynamics GP 2018 R2

.NET Framework

SalesHQ requires the NET Framework 4.6.1.

Server With Compatible Windows Server Version

SalesHQ is only compatible with versions of Windows Server which supports .NET Framework 4.6.1.

Available RAM

Depending on usage the connector service requires around 500MB of available RAM.

SSL Certificate

An SSL certificate to be used by the Connector Service.

SQL Server

An SQL server compatible with the supported versions of GP to host the Configuration database.

Active Directory Service Account

An Active Directory Service Account to be used to run the service as, the user name and password will be required in the SalesHQ Connector Service. The account must have access to the Dynamics GP System and Company Databases as well as the database which will hold the SalesHQ configuration.

Sales HQ URL

The URL of the SalesHQ Web Portal so customers and sales people can easily access the portal; a default URL can be provided, but a user-friendly one is recommended.

Azure Connection Details

The Azure name space, relay name and the access key required to connect to the web portal. These details will be supplied via email by ISC Software.

With the prerequisites met, you are ready to download, install and configure SaleHQ.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.






Your Name (required):
Your Email (required):
Subject:
Enquiry message:

Implementing SalesHQ Portal: How SalesHQ Works

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

in the last post in this series, I covered what the SalesHQ portal is, and in this post I’m going to go into a little detail as to how it works.

SalesHQ technical diagram showing components and how they interact

There are five main components to the SalesHQ portal:

  1. The Dynamics GP client component which allows configuration of the SalesHQ portal and allows granting of access to customers and sales people.
  2. The SQL Tables which stores the configuration of the SalesHQ portal; these tables can either be in a new database or can be added to the Dynamics GP system database (typically called DYNAMICS).
  3. The Connector Service which serves two purposes:
    1. The Microsoft Dynamics GP client talks via the Connector Service with the database.
    2. The Connector Service initiates communication with the Azure Relay; this means all communication is outbound meaning no inbound ports need to be open on the firewall.
  4. The Azure Relay which receives information from the Connector Service.
  5. The Web Portal which is hosted by ISC Software on Microsoft Azure. The Web Portal is responsively designed to work on any device from PCs to laptops to tables to mobiles/cellphones.

As mentioned, the SalesHQ web portal is hosted by ISC Software on Microsoft Azure; organisations using the portal can supply their own URL for user-friendly naming and access to the portal; for example, I could use https://mobilesales.azurecurve.co.uk/ to give a friendly name for accessing SalesHQ.

The implementation of SalesHQ is a task split between ISC Software and either you or the consultant from your Dynamics GP partner; you, or your partner will install the Connector Service, update the Dynamics GP clients and configure SalesHQ while ISC Software will deploy and configure the Azure components including the web portal.

The key advantage of how SalesHQ has been designed, is that it does not require any incoming ports opened on the firewall as all communications between the portal and Dynamics GP, is initiated by the ,em>Connector Service.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.






Your Name (required):
Your Email (required):
Subject:
Enquiry message:

Installing FileZilla Client: Conclusion

FileZilla - The free FTP solutionThis post is part of the Installing FileZilla Client series. FileZilla is a free software, cross-platform FTP application, consisting of FileZilla Client and FileZilla Server. Client binaries are available for Windows, Linux, and macOS; server binaries are available for Windows only. This series is taking a look only at the Windows FileZilla client.

The main thing I don’t like about FileZilla is not being able to hide the local folder structure. However, my objection to a lot of other FTP clients is that they insist on enumerating through all folders and files before even starting to upload any files; FileZilla will upload files and folders even while it is enumerating through the folders. This means that overall it is a lot faster uploading files than the other FTP clients.

The installation of FileZilla includes too many other pieces of software, which changes through time, for my taste. The version I installed in this series included two browsers; Brave and Opera. Even this isn’t enough to divert me to other FTP clients which will trouble me far more in day-to-day usage.

Implementing SalesHQ Portal: What is SalesHQ?

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

SalesHQ is one of the GP Elementz Portals available from ISC Software Solutions. The SalesHQ portal is a secure, Azure hosted, business portal which connects to your
on-premise, or hosted, Dynamics GP system and fulfills two functions.

Provide your sales teams with access to relevant Dynamics GP data so they can act and respond faster to service customers:

  • Create new prospects and generate quotes.
  • Generate quotes and enter orders and invoices.
  • All transactions created via the portal will automatically update your Dynamics GP system in real-time, giving your office-based staff immediate access to the data to action accordingly.
  • Download quote, order and invoice transactions as PDF files and print or email as required.
  • Responsively designed to work on mobiles/cellphones and tablets.

Continue reading “Implementing SalesHQ Portal: What is SalesHQ?”

Installing FileZilla Client: Stop Upload of GitHub Files

FileZilla - The free FTP solutionThis post is part of the Installing FileZilla Client series. FileZilla is a free software, cross-platform FTP application, consisting of FileZilla Client and FileZilla Server. Client binaries are available for Windows, Linux, and macOS; server binaries are available for Windows only. This series is taking a look only at the Windows FileZilla client.

With my transition from developing plugins for Wordpress to developing them for ClassicPress I have started to use GitHub (on which I will soon be writing a series). One problem I’ve noticed is that when uploading folders which are GitHub repositories, the GitHub files and folders are also uploaded.

However, this does not need to be the case. To prevent GitHub repository files and folders being uploaded, you can change a setting in FileZilla. To do this, click the View menu and select Directory listing filters:

FileZilla View menu

Continue reading “Installing FileZilla Client: Stop Upload of GitHub Files”

Implementing SalesHQ Portal: Series Index

SalesHQ PortalI recently joined ISC Software Solutions, a UK based VAR and ISV as the Lead ERP Consultant.

The ISV side of the business has a number of products available for Microsoft Dynamics GP, including Dexterity add-ons, as well as web portals. In this series of posts, I am going to take a look at the SalesHQ portal.

SalesHQ is one of three web portals in the GP Elementz Portals.

If you’re reading this post on azurecurve|Ramblings of a Dynamics GP Consultant, the series index, below, will automatically update; if you’re reading a syndicated feed elsewhere, check back on the original post.

Continue reading “Implementing SalesHQ Portal: Series Index”

Check Out ClassicPress On Product Hunt

ClassicPressClassicPress v1 was released on 5th March 2019 and has now been shared onto Product Hunt, which is a website that lets users share and discover new products.

Check it out and cast your vote!

I’ve decided to go all in on ClassicPress; I moved all my sites across to it a little while ago and have also created new versions of my plugins specially for it.

If you want to use ClassicPress I also have you covered with series on installing it and migrating to it.

For those who don’t know, ClassicPress is a hard fork of WordPress 4.9; the last version before the horrendous Gutenberg block editor was forced out by Automattic (WordPress.org is ostensibly a community-led open source project, but Gutenberg was decided upon and forced by Automattic without engaging with the community).

ClassicPress has a petitions site where the community can vote on what features are added to or changes made to ClassicPress. ClassicPress is intended to be a community-led project where no-one person can dictate changes; to this end additional directors have recently been added to the board.

Installing FileZilla Client: First Run

FileZilla - The free FTP solutionThis post is part of the Installing FileZilla Client series. FileZilla is a free software, cross-platform FTP application, consisting of FileZilla Client and FileZilla Server. Client binaries are available for Windows, Linux, and macOS; server binaries are available for Windows only. This series is taking a look only at the Windows FileZilla client.

With the FileZilla client installed it is now available to use; to launch FileZilla, click the icon on the Windows start menu. On first run, the Welcome to FileZilla dialog will be displayed. Click Ok to dismiss the dialog:

Welcome to FileZilla

Continue reading “Installing FileZilla Client: First Run”

azurecurve ClassicPress Plugins: Translating Plugins

ClassicPress PluginsThis is part of the azurecurve ClassicPress Plugins which introduces the plugins I have available for ClassicPress.

All of the plugins I have created for ClassicPress have been created to support translations. I only speak English so the plugins currently only ship with English vailable; pot files are included in the plugins /languages folder which can be used to translate the plugin using software such as PO Edit.

In addition, I have a translation website which can be used to translate plugins without needing to install any software. To request a language be added for translation, visit my community site and ask for the language to be added.