Microsoft Dynamics Client and Jobs - Installation

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Any workstation or server that is to perform integration must first be installed with all the required software to access and operate the respective systems (including Framework).

Ensure Microsoft Dynamics is installed and working on the server/workstation. For detailed instructions for installing and configuring Microsoft Dynamics, please see the relevant installation product manuals.

Framework Integration

For detailed instructions on installing Framework Integration , refer to the Framework Integration Installation Guide. 

In brief, the installation of the following is required: 

• Microsoft SQL Server 2005 / 2008

• Insula Software Core Components

• DSN configurations for:

  • Framework (FworkSQLEcm)

  • Framework Licence (FworkSQLLic)

  • Framework Integration (FworkSQLIntMap)

  • Framework Dynamics (FworkDynamics)

Licence Installation

The following licence is required to be installed and activated on the database server. This can only be done by Insula Software and will be completed as a part of purchasing Framework Integration .

Microsoft Dynamics Client And Jobs DSN Installation

For Framework Integration to read information from Microsoft Dynamics, an ODBC Data Source Name (DSN) connection to the Microsoft Dynamics Client and Jobs database is required.

If using a database with a Microsoft SQL Server database: 

1. Open Data Sources (ODBC) (Start > Control Panel > Administrative Tools > Data Sources (ODBC)). The ODBC Data Source Administrator dialog will be displayed.

2. Select the System DSN tab.

3. Click the Add button. The Create New Data Source dialog will be displayed.

4. Select SQL Server.

5. Click the Finish button. The Create a New Data Source to SQL Server dialog will be displayed.

6. Enter the name.

7. Enter a description.

8. Select or enter a server name.

9. Click the Next button.

10. Click the Next button.

11. Tick: Change the default database to

12. From the Change the default database to drop-down list, select the database.

13. Click the Next button.

14. Click the Finish button. The ODBC Microsoft SQL Server Setup dialog will close.

15. Click the Test Data Source... button. The SQL Server ODBC Data Source Test dialog will be displayed.

16. If successful, click the OK button. The SQL Server ODBC Data Source Test dialog will close.

17. Click the OK button. The ODBC Microsoft SQL Server Setup dialog will close.

18. Click the OK button. The ODBC Data Source Administrator dialog will close.