Installation Instructions (Adxstudio Portals 6.0)

The following instructions will guide you through the installation of Adxstudio Portals 6.0 for Microsoft Dynamics CRM 2011.

1. Download the Adxstudio Portals installation package.
2. Run the Adxstudio Portals msi executable file and follow the instructions in the setup wizard.
3. Choose one of the following two installation options:
1. Import the sample Adxstudio Portals Organization database backup. If you are interested in reviewing the sample sites you may choose to import a sample CRM Organization that has all the necessary customizations and data for demonstration purposes. See Setting Up Sample Organization.
2. Import the Adxstudio Portals solution packages into an existing CRM Organization. This will add the necessary customizations into an existing Organization within CRM without any sample data. This approach is best for new development. If you would like to run and review our sample websites against this Organization, you will need to manually create websites and the supporting content or use the Website Copy utility to import website data into your CRM Organization that has the Adxstudio Portals solution packages installed. See Website Copy.
4. Install Adxstudio Portals License Key

Importing the Adxstudio Portals solution packages into an existing CRM Organization

The following instructions will guide you to install the customizations necessary to run an Adxstudio Portal application. These steps assume you have a CRM Organization already configured.

1. Login to CRM using a System User account with the System Administrator or System Customizer Security Role
2. Navigate to Settings
3. Click Solutions

4. Click Import

   

5. Click Browse...

   

6. Browse to the Customizations folder in the Adxstudio Portals installation directory. Default location is C:\Program Files (x86)\ADXSTUDIO\XrmPortals\[version]\Customizations

7. Select AdxstudioPortalsDependencies.zip. For more information regarding the various solution packages, see Solution Packages.

   For Adxstudio Portals version 5.0 select MicrosoftXrmCustomerPortal.zip

8. Click Open

   

9. Click Next

   

10. Check Activate any processes and enable any SDK message processing steps included in the solution.

11. Click Next

    

12. Wait for import to complete

    

13. Click Close

    

14. Click Import

    

15. Click Browse...

    

16. Browse to the Customizations folder in the Adxstudio Portals installation directory. Default location is C:\Program Files (x86)\ADXSTUDIO\XrmPortals\[version]\Customizations
17. Select AdxstudioPortalsBase.zip or AdxstudioPortalsComplete.zip. For more information regarding the various solution packages, see Solution Packages.

18. Click Open

    

19. Click Next

    

20. Click Next

    

21. Check Activate any processes and enable any SDK message processing steps included in the solution.

22. Click Next

    

23. Wait for the import to complete

    

24. Click Close

    

25. Click Import

    

26. Click Browse...

    

27. Browse to the Customizations folder in the Adxstudio Portals installation directory. Default location is C:\Program Files (x86)\ADXSTUDIO\XrmPortals\[version]\Customizations
28. Select AdxstudioPortalsWorkflows.zip (Adxstudio Portals version 5.1 and newer) if you installed AdxstudioPortalsBase or AdxstudioPortalsCompleteWorkflows.zip if you installed AdxstudioPortalsComplete in the previous steps. For more information regarding the various solution packages, see Solution Packages.

29. Click Open

    

30. Click Next

    

31. Click Next

    

32. Check Activate any processes and enable any SDK message processing steps included in the solution.

33. Click Next

    

34. Wait for the import to complete

    

35. Click Close

    

     

If you have installed the Adxstudio Portals Base and wish to include additional features you may install their appropriate solution packages at this point. 

For more information regarding the various solution packages, see Solution Packages.

Install Adxstudio License Key

If you have acquired a license key, it can be applied to your organization at this time.

1. Navigate to Settings
2. Click Adxstudio License Keys

3. Click New

   

4. Specify a Name for the record for reference within CRM. This can be any arbitrary text you prefer as this field has no impact on the licensing
5. Paste the XML of the license you were issued into the XML field

6. Click Save & Close