crm gadget 2 go install

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CRM Gadget 2 Go - Installation Instructions

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Download the Software

2

Start your Browser and enter the following URL

http://desktop.crm-gadget.com/html/trial.html

Click on the „Install Now“ link below the icon to install directly from the web.

Alternatively download and execute the appropriate installer for your operating system

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Web Installer

3

When clicking the „Install Now“ linkon the Website the Webinstaller will automatically detect your operating system and choose the correct installer and install language.

Verify the certificate and press the„Install“ button.

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together

Web Installer

4

Change the default Settings jf necessary and press „Next“

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together

License Agreement

Read the End User Licence Agreement and click on „I Accept“ to start the application

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together

Enter a Database Password

Enter a Password and click on the Button „Create Encrypted Database“ to create an encrypted local database.

Alternatively you can click on „Don‘t use Password“ to create a not encrypted database“.

Second option is not recommanded.

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First Start of the Application

After the application started click on „Preferences“ on the top.

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Preferences: Auto-configuration

On the „Auto-configuration“ tab enter the URL for the configuration file provided by your Administrator.

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Preferences: Connection information

On the „Connection information“ tab enter your Oracle CRM OnDemand URL, your Login and your Password.

Click the „Test connection“ button to verify your login cridentials.

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Preferences: User Interface

On the „User interface“ tab choose the „Tabs“ radio button and click on the „Set Oracle icons“ Button to switch to the Oracle CRM On Demand like user interface.

Click the „Save changes“ button.

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Synchronize

Click „Synchronize data“ to launch the synchronization applet.

Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together

Synchronization

Finally press the „Synchronize“ button to launch the synchronization.