With the installers downloaded, the first one we’re going to install is the Connector Service. Do this by launching the the MSI installer using a Domain account which has permissions on SQL Server to create a database and tables, and, on the Welcome to the Elementz CustomerHQ – Connector Service Setup Wizard (as mentioned in a previous post, SalesHQ and CustomerHQ share a code base, with the license key differentiating which level of functionality is available, so this is the correct installer), click Next:
Accept the terms of the License Agreement and click Next:
Verify the location of the installation and click Next:
Enter the SQL server instance hosting the configuration database and the Configuration database name:
The details for the SQL server instance can either be the same as your Dynamics GP databases or a different server; the database name can be a new database (in which case it will be created for you) or they can be added to the Dynamics GP system database (typically called DYNAMICS).
If a new database is being created, a prompt will be displayed stating the new database will be created; click OK:
Enter the Connector Service Address; the section after the port should be as shown in the screenshot below.
Select the SSL certificate and click Next:
Enter the Service account domain, Service account user name and Service account password for the Connector Service Account and click Next:
The Azure Configuration information will have been supplied to you on an email from ISC Software; transfer the Azure name space, Azure relay name and ,em>Azure access key from the email to the screen and click Next:
Click Install to begin the installation:
Pnce the installation is completed, click Finish:
With the Connector Service installed, there are two additional steps to cover before installing the Dynamics GP client component. I’ll cover these over the next two posts in this series.