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CRM Gadget 2 Go - Installation Instructions
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
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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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
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.
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Web Installer
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Change the default Settings jf necessary and press „Next“
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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
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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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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
First Start of the Application
After the application started click on „Preferences“ on the top.
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Preferences: Auto-configuration
On the „Auto-configuration“ tab enter the URL for the configuration file provided by your Administrator.
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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
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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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
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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Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Synchronize
Click „Synchronize data“ to launch the synchronization applet.
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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.