MachPanel Knowledgebase

MachPanel Automation Module for Microsoft CRM

mudesira.munir — Fri, 23 May 2014 03:55:00 GMT

Download Information

This document focuses on MachPanel Automation Module for Microsoft CRM. It deals with MachPanel Provisioning System along with SaaS Enterprise hosting and highlights hosted CRM service offered by MachPanel through MachPanel Automation Module for Microsoft CRM. You will be able to decide yourself why MachPanel’s enterprise offerings have competitive edge over others.

Applies To

MachPanel v8

Service Management of CRM in MachPanel

mudesira.munir — Tue, 29 Apr 2014 02:25:17 GMT

Summary

This article provides a summary on CRM services management i.e. adding domains, managing CRM organizations, and adding \ managing Users etc. in MachPanel.

Applies To

This article applies to MachPanel all versions.

Pre-Requisites:

Before you can manage services of CRM you need to Integrate CRM With MachPanel Control Panel. Please review the below KB article:
http://kb.machsol.com/Knowledgebase/Article/50277

Service Management of CRM Hosting:

Hosted CRM activates rich web based interface for the management of hosted CRM service. Using the web interface the provider and the end-user may perform routine management task without the need of going at the CRM server or active directory.

In order to manage services of the CRM accounts, navigate to the path: Home >> Service Director >> CRM Hosting >> CRM Accounts

Click on Service Management link in front of the CRM account for which you want to manage CRM Services.

General Settings:

You can view general and service info for CRM account. You can synchronize business units by clicking on the link in front of Sync Business Unit.

CRM Organization:

You can view the CRM organization information under the CRM Organization tab and connect to organization by clicking on the Connect To CRM Organization link as shown in the snapshot below:

Domains:

You can view and add new domains under the Domains tab.

Business Units:

To add a new business unit to CRM click on Add Business Unit button under Business Units tab as shown in the snapshot below:

To add a new business unit, select parent business unit, provide business unit name and clink Save when done.

Users:

You can view and add user to the CRM organization. Click on Add User or Add Bulk User button to add a new user or import bulk user to CRM account. See the snapshot below:

To add a new CRM user, provide the necessary fields such as user, account mode, CAL type, Business unit, email etc. See the snapshot below:

MachPanel 4.9 BUILD 21 Release Notes (January 1, 2014)

zohaib.shaikh — Sat, 28 Dec 2013 04:38:10 GMT

Contents

Important Prerequisites
Upgrade Instructions
New Features/Improvements
Resolved/Fixed Issues
Known Issue

Important Prerequisites

MachPanel Control Server 4.9.20
MachPanel Remote Server 4.9.20

Upgrade Instructions

Please follow the steps given below in sequence and execute instructions in the KB articles to complete the update:

Major Enhancements

Added support for Microsoft Dynamics CRM 2013
Added support for Smarter Mail 11 in Web Hosting Module

New Features/Improvements

Exchange:

Added Management for Shared Mailboxes for Exchange 2013.

Mailbox templates improved by adding options such as changing owner of the template, changing Retention Limit etc.

Improved filtering for distribution list members.

Improved Exchange Usage Report by Splitting BlackBerry column into respective providers in listing.

CRM:

Tab positions are rearranged in service management.

CRM SPLA Report Functionality for CRM 2013 Added to MachPanel. The report is based on CRM 2013 CAL types.

Separate columns for active and in-active CRM user are added to CRM usage reports.

Lync:

Listing Lync task in service queue.

Improved Error Message when Line URI and extension already in use.

Improved Lync User search criteria.

SharePoint:

Improved SharePoint 2013 Multi-tenancy Support where MachPanel now allows to add different versions/editions of SharePoint under same AD environment.

BlackBerry:

In case of absence of BlackBerry Security Group, the BlackBerry Wireless Activation button is hidden and also the notification/error message is improved.

General:

Text Editor to HTML Editor: Added ability to edit email templates in HTML format so that one would be able to paste HTML directly into the template.

Improved ability to manage Staff Users for resellers and provider.

Track history of a sold service plan’s upgrades/downgrades with dates.

Added more shortcuts on Customer dashboard for ease of use and quick access to different areas / operations.

Added separate Email Relay setting for Reseller so they can supply their own SMTP Relay server.

Added Notifications like when a new ticket is added, or a new customer signs up.

Global search improvements: Pop-up should only show results specific to search.

Improved selection of Multiple currencies for online store.

Added ability to White label customer panel for provider/reseller.

Resolved \Fixed Issues:

Exchange:

Fixed problem with Send Mailbox Usage report in Exchange Usage report scheduled email.

Fixed problem in editing added/cloned Exchange add-on (SPLA type was not being saved).

Exchange2013 retention policy and public folder check boxes were missing while adding new plan.

Public folder not being bind correctly: attribute "defaultfublicfoldermailbox " setting for mailbox.

Distribution List Display per page Issue fixed.

SharePoint:

Options to Edit pending SharePoint users removed from Client Control Panel.

Lync:

Adding/editing Lync user: Controls not getting reset for extension numbers.

Line URI field should be empty after it is successfully added.

After adding line URIs while adding Lync user, page should be re-directed to add new user page.

SIP Address in Workflows: The dot was not accepted in SIP address.

Fixed problem with workflow in Lync Response groups while adding Lync user

Lync Migration - Response groups/Federated domains (allow-block domains) and Persistent chat categories are now also imported.

Fixed problem where Line URI and phone number group wasn’t visible at RCC and Reseller's CCC.

Lync Response group - Work Flow: English is set as Default language.

CRM:

Issue fixed while adding CRM add-on to shopping cart.

CRM Bulk user addition-Matched column in .csv results in broken page

CRM usage Report "Inactive User" has separate listing.

Fixed error when MachPanel tries to assign Administrative role to CRM user with Child Business Unit.

Fixed Sync Business Unit issue

Display Disabled and Enabled user separately in CRM Usage report

Hyper-v

VPS Setup Email

Enable Hyper-V 2008 integration

VPS subscription Stuck in queue automatically after sometime when payment later is uncheck

Snapshot resource removal from Cluster VPS Hosting

BlackBerry:

BB Service management Error for ADSync enable Organization

BB providers are missing in Subscribed Add-on resources page

ADSync

Fixed problem with ADSync Log and operation report.

MachPanel does not show Information on hover for ADSync Event in audit logs.

General:

MySQL Server adding: When adding the Database server, MachPanel doesn't load MySQL UI/Setting.

Enable/Disable logging based on registry value instead of hard code.

Audit Log were not Listing all logs.

Paging was missing at all extension Reseller Plans.

Logo was not appropriate at 4th level login screen.

Updated auto-discover record entry in DNS Zone.

Using CRM Import Utility.

mudesira.munir — Wed, 20 Jun 2012 03:43:12 GMT

Summary

This article provides information for using CRM Import Utility for importing CRM users in MachPanel.

Applies To

MachPanel Version 4.5.16 and above.

Pre Requisites

You have purchased license from the sales team.
At least one CRM service plan is present in MachPanel.
Customer account has been created.
CRM Server on which the users exist has been added in MachPanel.

Procedure

* It is strongly recommended that to import a test organization first as a Proof of Concept.

Please follow the below mentioned steps to bulk import CRM users:

1) Open MachPanel Control Panel, log in as Provider and navigate to Home >> Migration Director >> CRM Migration. In step-1 provide the Import Settings as shown in the snapshot below:

Select the Owner (i.e. Provider or any Reseller).

Select the CRM Server where the users exists.

2) In step-2 enter the customer's domain name, select the customer, associate a service plan and then click on Next button.

3) In step-3 select billing/subscription preference for each organization and finally click on Finish button to import the organization in MachPanel:

4) You can manage this subscription by navigating to Home >> Service Director >> CRM Hosting >> CRM Accounts.

Error while Provisioning CRM Organization

mudesira.munir — Wed, 07 Mar 2012 21:49:27 GMT

Summary

This article contains steps for resolving validation checks error while provisioning Dynamics CRM 2011/2013/2015/2016 organization from MachPanel

Applies To

Dynamics CRM 2011/2013/2015/2016 Provisioning

Symptoms

Below error is received while trying to 'Run' the item from Service Queue:

Error Creating CRM Organization Details: The Deployment Service cannot process the request because one or more validation checks failed.

Reason

This error is generated by CRM Server and usually comes because of missing permissions for the provisioning user or CRM Org database / Reports already exists with the same name etc.

Solution

To resolve this error please verify below mentioned settings:

Account used in MachPanel for CRM provisioning is added in CRM Deployment Manager
Same account is added in SQL sysadmin
CRM Application Pool (Deployment Service Only) uses the same account
Same account should have dbo permissions on MSCRM_Config, ReportServer and ReportServerTemp DBs
Confirm whether or not the database (new org db) already exists. If it does then delete database from SQL Server and related reports by visiting report server http://<reporting-server>/Reports
Please make sure that ADFS Server FQDN and External (IFD) Relying Party Trust Name properly entered in Server Group settings.
Re-Run item from Service Queue

Hopefully after assigning necessary permissions, provisioning will be successful. If you continue to face the issue please feel free to contact MachSol Support.

Integrate CRM with MachPanel

mudesira.munir — Tue, 10 May 2011 06:39:04 GMT

Summary

This article describes in detail about integrating Microsoft Dynamics CRM (All Versions) with MachPanel Control Server.

Applies To

This article applies to MachPanel build version 7 and above.

Pre-Requisites:

Please make sure that the CRM provisioning user is added in the local admins group on the following servers.

CRM Server(s) - Admins group
ADFS Server(s) - Admins group

The following Permissions should also be in place :

Account used in MachPanel for CRM provisioning is added as a deployment Admin in CRM Deployment Manager
Same account is added in CRM SQL sysadmin group.
Add and make sure that CRM Application Pool (Deployment Service Only) uses the same account
Same account should have [dbo] permissions on “MSCRM_Config”, “ReportServer” and “ReportServerTemp” DBs

CRM Task Utilities:

CRMTasks is a utility created to run CRM operations on CRM server. Need to place correct files in Remote server installation folder based on CRM Server version. Typical installation path: C:\Program Files\MachSol\MachPanel Remote Server. If you are using CRM server 2016, 2015, 2013 or 2011, need to replace files in folder CRMTasks-v1.1 to Remote server installation folder after stopping MachPanel Provisioning service.

Applies to : Microsoft Dynamics 365 (upgraded / fresh install)
If you are using CRM server Dynamics 2016, need to download below and replace files in folder CRMTasks-v2.1 to Remote server installation folder after stopping MachPanel Provisioning service.
http://www.machsol.com/updates/Dynamics-365-CRMTask.zip

Folder "CRMTasks-v2" contains the following files ...

   1. CRMTasks.exe
   2. microsoft.crm.sdk.proxy.dll
   3. microsoft.xrm.sdk.dll

On Dynamics 365 server navigate to "C:\Program Files\MachSol\MachPanel Remote Server" and Replace the above files.

Procedure:

Open MachPanel Control Panel Website (You can do it by opening MachPanel Control Server Configuration Studio and then navigating to Configure > Control Panel Website, and then clicking on the URL in it). Log in with the provider credentials.
Following CRM providers are supported in MachPanel.

Navigate to Home >> Service Director >> CRM Hosting >> Server group and then click on Add Server Group.

Adding CRM Server is a two step process. In the first Server Group is added and in the second step CRM Server is added:

Server Group Name: This is the friendly name of the server group.
Provider: Select the provider you wish to add.
Active Directory Domain: Select the active directory whose credentials will be used while provisioning
LDAP URL: Provide the path of the Organizational Unit in AD under which the users will be created
Fill Style: Select from one of the two options

Least Filled First: Setup hosting on the group member which is least filled

One-by-One: Setup hosting on group members in circular manner

Enabled: If unchecked, system will not provision any accounts on the server group members
Override Domain Credentials: You can check this option and use credentials other than the one mentioned in the Active Directory Domain

4) In the second step, CRM Server is added:

In Server information section provide the Reference Id and Server IP.

In CRM Information section provide IFD site URL, URL base, CRM Server Port, SQL Server Name and SQL Report Server URL.

In CRM 2011, and later, the following two fields are mandatory in IFD deployments and are optional without IFD.

ADFS Server FQDN

External Relying Party Display Name

Enabled: If unchecked, system will not provision any accounts on this server

Handle DNS: You can also add DNS Handling feature at server level. A-Record will be created in the required Zone

5) Now click on the newly created Server Group to enter in the CRM Servers tab. Click on 'Test Service'

6) If you get below Test Report then you have successfully integrated CRM with MachPanel: