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Article Index

Table of Contents

The following information outlines important analysis questions and activities that MUST be performed before undertaking the installation and configuration ofFramework ofFramework Integration.

Each question should be considered and the responses recorded. The responses will be required when installing and configuring Framework configuring Framework Integration.

Email Configuration

Analysis Questions

Response

Email Server Name

(Integration emails are sent via this server)


Email Server IP Address


Contact Person

(IT contact person's name and email address)


Do emails sent to this server HAVE to be from a valid user?

(To ensure emails are not rejected)


If Yes, what is the valid user email address?


Is security needed to send emails to this server?

(To ensure emails are not rejected)


If Yes, what is the:

  • Username:

  • Password:


Internal Staff Email Address

(Who will receive log emails)


Internal Public Folder Email Address

(A public folder to store emails)


Insula

Software Support

Software Support Archive

integrationsupport@insulagroup.com.au

Microsoft Dynamics Configuration

Analysis Questions

Response

Microsoft Dynamics Server Name

(Server where the Microsoft Dynamics database is installed)


Microsoft Dynamics Server IP Address


Microsoft Dynamics Version Number


Microsoft Dynamics Database Name

(what is the data referred to?)


Native Folder

(e.g., C:\Data\Dynamics\)


Database File Name


Microsoft Dynamics Security User Account:

- Username (e.g., ODBC)

- Password (e.g., secure)