Tips and Tricks from R.J., the SalesLogix Consultant

SalesLogix CRM Installation Reminders

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Nine Killers to a Successful SalesLogix (SLX) Install

1. Install Media is not local to the machine. Network traffic, routers, and firewalls can raise havoc reading large install files across the Ether.
2. Logged in as anybody who is not a Local Administrator (it doesn’t matter if you are god of the domain admin, you must be a local to the machine admin).
3. Install the Network Client for Admin/Architect installs. I am pretty sure an Admin/Architect install is missing crucial pieces, like the SLX OLE DB Provider Client.
4. Install the Correct SQL Server Client for both the install machine (32 or 64 bit) and target SQL Server: 2005, 2008, 2008 R2. That’s six separate installs from Microsoft, so make sure you install the correct one.
5. If you are on a Windows 7 box, UAC must be turned off.
6. Turn off the antivirus and antispyware stuff.
7. Turn off other applications.
8. Install the latest Windows hotfixes and updates, restart the machine (did I mention you can’t install this on a Mac OS or Linux box?). IE 7 or better is suggested.
9. Old SLX applications should be uninstalled. Not required, but personally I feel better scrubbing the SalesLogix program files and removing all registry settings as well. Then restart the machine.