CRM for Outlook – FAQ (Server)

Install

Q: What are the requirements to install the server?
A: Please see the Server Install Guide for details on what is required but in general you need a windows machine that has 32 bit SAP DI-API installed that have access to the SAP License server and Database server (for the most common scenario it is the same server as the SAP DB Server)

Q: Do I need Outlook on the server?
A: No, that is not required.

Q: Do I need to install any of Boyum’s other products prior to this?
A: No, CRM for Outlook is a stand-alone product.

Q: Do I need to install the server component with the “Run as administrator” option?
A: Administrator rights are needed while installing. If you forget the ”run as” the setup process will automatically ask you for elevated permissions.

Q: Do I need to do anything after the installation finishes?
A: No, the installation should work out of the box. Please note, however, if you use attachments, and those attachments are placed on a network share you may have to change the user that the CRM for Outlook Server Component runs under. Please consult HERE for details on how to do this.

Q: I run SAP Business One on SAP HANA. How do I install the server component on the Linux box?
A: While CRM for Outlook works with HANA this server component still needs to be installed on a Windows machine and configured to communicate with HANA. The reason for it not being installed on Linux is primarily that SAP does not allow 3rd party products to be installed on the HANA box and secondary the code is written in C# that can’t be run on Linux (read: even if SAP allowed it we would still require it to be installed on a windows machine)

Configuration

Q: The Setup asks me for a subscription file. Where do I find this?
A: You get the subscription file by logging into the Boyum Portal, finding the customer the installation is aimed at, and downloading the subscription file. You can read more about this in the Boyum Portal Guide.

Q: What is inside the subscription file?
A: The subscription file contains the unique ID that links the server and the Boyum portal so the system knows what customer the setup is for. This is later used to send that data between the server and the client?

Q: Configuration asks me to log in after I choose the subscription file. What login should I use?
A: You need to use your login details for the Boyum portal to verify that you have the correct
permissions to set up this customer's system.

Q: I do not have a login to your portal. What to do?
A: A valid login is required to continue (security reasons). You need to either ask the correct person with access to log in or have them create your own portal user login with permissions to manage the subscription.

Q: Why do I need to log into the SAP databases during the configuration?
A: This is needed to verify what databases should be used with CRM for Outlook

Q: Do I need to log into all the databases?
A: No, just the databases that you wish people to have access to in the CRM for Outlook client

Troubleshooting

Q: The client doesn't seem to connect, what should I do?
A: If the client doesn't seem to connect, or you're having other random errors, usually the best way to start troubleshooting is to restart the B1 Connector. You can find it from the windows services:

Q: Something does not seem to be as it should. Do you have a log or something?
A: Yes, you can access the server-log in this path: C:\Program Files (x86)\Boyum IT\CRM for Outlook Server\Eventlog\

Q: I still have questions. What should I do?
A: First try to visit your help center here: https://support.boyum-it.com/hc and check if your question might be addressed there. If you still have an issue and you are an SAP partner then contact support@boyum-it.com. If you are an end-user then please contact your SAP partner.