Installation (Lime version 12.21 or lower)

The following is required for the Lime CRM Newsletter integration to work:

• Microsoft .NET Framework 4.0 (full edition)
• Lime CRM Web Service

During installation you will also need the following:

• Administrator privileges on the machine where the integration is to be installed.
• Account details (username and password) for the BizWizard-account, specified for the customer.
• Site name (e.g. http://app.bwz.se/lundalogik/ where lundalogik is the site name)
• Site GUID Must be provided by the Marketing Tech team
• Connection details for Lime CRM Web Service (shared account mode):
  • Set Session mode to Shared and provide a LIME username and password (eg BIAuser/Pa55Word, administrator)
  • Binding type (e.g. basic http)
  • Endpoint address (e.g. http://limeserver.local:242/, port 242 is set in the standard configuration in the BIA settingsfile, this can be changed manually later)

Follow these simple steps to get the Lime CRM Newsletter integration up and running:

1. Make sure the tables, fields and properties in Preparations in LISA exists.
2. Start Lime CRM and adjust views and filters for the campaign table and the other newly created tables to your liking.

If you haven't already, order a BizWizard site using this form http://bizwizard.netoptions.se/b/v?survey=101&ucrc=5367729E and the Marketing Tech team will get back to you with the account details, site name and GUID you'll need to continue.

The BIA setup is in standard configured to work with the default Lime CRM database (Core) but can be configured to work with any field setup. If field names and options differs from the standard it must be changed in various settings files.

Default table names and field names All default values will be generated when starting the integration the first time and will be found in LimeSettings.xml in the plugin folder.

Default values in the Lime settings page in BizWizard All default values will be generated when starting the integration the first time and will be found in LimeUserSettings.xml in the plugin folder.

Default batch settings All default values will be generated when starting the integration the first time and will be found in EventBatchSettings.xml in the plugin folder.

Default fields for synched columns All default values will be generated when starting the integration the first time and will be found in SynchedColumnSettings.xml in the plugin folder.

1. Copy the Netoptions to the Lime server (or other server that can talk to the Lime server). The standard configuration for all search paths are set for c:/netoptions, if you place the folder on different path, please check the paths in all setting files.
2. Change all setting files in order to match the field and option key names in Lime CRM (only if you have different names than standard).
3. Open BiaSetting.xml in Netoptions/bia/settings folder and set the correct url to the site and site GUID (provided by Netoptions or the customer)
4. Open the file biaservicename.txt and set the name of the service (not mandatory, it is the service name that will appear under Services in windows e.g. LIME Bia Integrator)
5. Right click the .bat file and set the SERVICE_EXE=“C:\Netoptions\BIA\Netoptions.BizWizard.v3.Bia.WinService.exe” path correct, save and close
6. Setup the databasename (not the Display Name) and Web Service end-point address in jhe file BIA\Plugins\LimePro\Netoptions.BiaIntegrators.LundalogikLimePro.dll.config
7. Run the BAT file.

Q: It is possible to upgrade from older version of Bizwizard integration? A: No, no really a upgrade. This is a total rewritten integration and must be seen as a new installation