Microsoft manual C360 Import Manager User Guide

Page 1

_____________________________________

c360 Import Manager User Guide

Microsoft Dynamics CRM 4.0 compatible

_____________________________________

Image 1
Contents C360 Import Manager User Guide Table of Contents Introduction FeaturesInstallation and Setup Requirements Installer StartupShort Version Detailed VersionWelcome Destination Folder End-User License AgreementDatabase Server Ready to InstallCompleted InstallingConnect Edit web.configIE Security Warning File Download Security WarningSelect Installation Folder Confirm Complete Locate login informationStart ImportManager LoginFinished Starting up/connectingCreating a Server LicenseCreate Server Choose Server TypeChoose licensing method Connection InformationAdd User Creating a UserUser Details Associating Server Save UserUser Associated Check LogSimple Import Setting up the Data Source Upload FileText Source Browse to the file Data Source New Data SourceText File Settings Done Setting up the Package New PackageOverview Page Setup Import Rule Import Rules Overview Matching Add Filter Add Conditions Page Field Mapping Page Run Import Page Done Odbc Source Setting up the Data Source New Data SourceData Source Selection Select * from Contacts Odbc SettingsPackage Overview Setting up the Package Create PackageSetup Import Rule Create Rule Rule Overview Matching Field Mappings Save & Run Finished Login failed FAQ and Common ErrorsRemote name could not be resolved ‘local Appendix a Installing SQL Error