Installation

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Setting up a ChannelCRM installation is performed in two parts:

 

1.Server components install (SQL Server 2008 or SQL Server 2008 Express along with a new database for CRM data. SQL Server 2005 may be used as well).
2.Client component install.

 

Whether your company utilizes SQL Server already or not, you will benefit from reading the following recipes and from following the steps outlined. If you are using SQL Server already - and one of your colleagues is responsible for this area - you will have to include this person in the process. As a 'normal' user you will not be able to configure the present server - due to security settings. If these settings are incorrect (too sloppy) you may be able anyway but in such case your changes may do harm to other business processes using your server.

 

 


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