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Mistakes to Correct Before Installing Infor 8.3 CRM Xbar

Infor Xbar must do first:

Before installing the Infor Xbar connector for Microsoft Outlook: Provide this documentation to the supporting IT firm/person to verify the below items. 

Verify that the user is the Admin of their local PC.

Verify that all users have no restrictions from Group Policies for installing software. 

Without enough Windows User permissions, the installation or configuration may fail and work improperly.
This can be verified by opening the Control Panel, Select View, large icons. Click on User Account. User name should have Administrator listed.

Local Admin-1.jpg

 

Verify that Outlook 2010 32-bit or higher version is installed and working for that user.

  • Only version of 64-bit Outlook compatibles is 2016!

Set UAC (User Account Control) to 'Never Notify' level before installation.

  • Navigate to the Control Panel, User Accounts, Change User Account Control Settings: Never Notify.  Click OK to save.
  • Reboot PC to apply settings.
UAC.jpg

Apply Windows 10 PC or Windows 2012 or later fix for UAC:

  • Fix Microsoft UAC: As the PC administrator user use Regedit and modify the key:

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\ CurrentVersion\policies\system

  • Right click the EnableULA string and click Modify
  • On the Edit DWord(32bit) Value windows, in the Value Data:field type 0 [replace the 1 with 0]
  • Click OK
  • Restart PC

If a prior version of Infor CRM (Saleslogix) exists, follow steps for complete removal of prior software.

  • From Outlook, click on File>Options>Add-in's.  From the Manage: click GO...
  • Check box the old Saleslogix Address Book Extension and Saleslogix Mail Extension and select 'Remove'. Click OK.
    • SLX Outlook Addins to Remove.jpgYou may receive a notification that you must run Outlook as Admin to perform this task.
      • Exit out of Outlook, Rt. click the Outlook shortcut icon on your Desktop or task bar and select 'Run As Administrator'. Repeat the above steps and close Outlook when finished.

Verify that the DesktopManager.exe is running from PC Task Bar.

Emails will be not attached to Infor CRM History if the Desktop Manager is not running. From the Task Bar you should see the red icon 'Infor'.

Infor CRM Desktop - Task BAR.jpg

If icon is missing, click on the Start Menu>Infor CRM Xbar> click on Desktop Manager to run.

Tip: If Desktop Manager is not listed in the Start Window, Xbar didn't install properly due to user permission to the //users/<username>/AppData/local/Infor folder.  


Knowledgebase # 1580662

To install:

  1. Exit all Microsoft Office applications.
  2. Extract the Xbar installation (Infor CRM Xbar Setup.exe)to the workstation on which it will be installed.
  3. Double-click Infor CRM Xbar Setup.exe.
  4. On the Infor CRM Xbar Setup window, click Install.
  5. Click Close.
  6. Open Outlook.
  7. If prompted, on the Microsoft Office Customization Installer window, ensure the Name: field is SalesLogix Sidebar - SalesLogix Xbar and click Install.

To uninstall:

  1. Exit all Microsot Office applications.
  2. Open Windows Control Panel.
  3. On the All Control Panel Items window click Programs and Features.
  4. In the programs list click Infor CRM Xbar.
  5. Click Uninstall.
  6. On the Infor CRM Xbar Setup window, click Uninstall.
  7. Click Close.
  8. In Windows Explorer navigate to C:\Users\USER\AppData\Roaming\SalesLogix.
  9. Right-click XBar and click Delete.

Need additional help or troubleshooting tips? 

Call Julie Cooper at 269.445.3001

Schedule_a_phone_call.png

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Infor CRM Xbar 1.3.7 Installation Guide PDF

KB 1702323 Command line prompts for installing Xbar PDF

KB 1885758 Xbar modifying registry settings for Outlook v1.3.3 or later

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