Shared Environment

In a shared environment, the CRM.launcher can be installed for all the users who use the system.

The application is installed in the Program Files folder. All communication with the Aurea.CRM.Web is handled through a named pipe server.

Note: Using CRM.launcher for multiple user login sessions is an enterprise feature and is available only for enterprise editions of Aurea CRM installations. While you can install it for all users, if you do not have an enterprise license then only the admin can use the CRM.launcher.

To install the CRM.launcher for all users in a shared environment, perform the following steps:

  1. Double click the CRM.launcher.exe installer file.

    The InstallShield wizard displays.

    Notice that you can install the CRM.launcher for all users in a shared environment, if you are the administrator of the system. You can also install it for yourself (Single User) if you are not the administrator of the system.

  2. Select All Users and click Next, the CRM Launcher Sevice window displays.

    The CRM.launcher application is installed as a windows service. The windows service acts as a proxy for all CRM.launcher sessions for all users.

    Note: Only a user belonging to the administrator group can install the CRM.launcher for all users.
  3. Enter the User name in the format <Windows domain name>\<username>. Alternatively, click Browse, the Browse for a User Account window displays.

    You can enter the administrator username and password for this system if you are a system administrator user.

    If you are a domain administrator group user, then perform the following steps to grant access to all the domain users. The launcher is installed as a system service.

    • In the Browse for a User Account window, click the Browse button for the Domain or Server text box. And select the required domain or server from the Select Domain or Server window. Click OK.

      Note: The domain user can be a member of the active directory services.
    • Click Browse button for the User name text box, and select the administrator user from the Select a User name window. Click OK.

    • In the resulting CRM Launcher Service window, enter the Password for the selected user.

      Note: You can also add new users to the windows system who can access the CRM.launcher application. Use the New User Information button.
    • Click Next. The Setup Status window displays.

  4. Click Finish to complete the installation.

    Note: It is started when the user logs into an Aurea.CRM.Web application and tries to start a plugin that requires CRM.launcher. The user is then asked to activate the CRM.launcher application on his system by clicking the link provided in a message window of the web browser.
  5. The CRM.launcher server is started immediatly on installation as a windows service. The startup type for the service is set to automatic.

  6. When a domain user initially connects to the CRM.Web server a certificate is installed on his system which is used for authentication with the CRM.Web server.
  7. The CRM.launcher also installs a certificate which is used to authenticate with the CRM.Web server.

    Note: The default certificate type X.509 and is issued by Aurea. You can also use external certificates issued by other certification providers. If you want to use third party certificates then set the path to the certificates in the configuration files. For more information on configuration files, see Configuring the CRM.launcher.