Checklist for installation
This checklist will help you prepare your environment to make installation and configuration by Lime as smooth as possible.
Remote access
During the implementation phase, Lime needs to be able to access the application and database servers remotely. Allowing remote access after the implementation is also desirable as this simplifies support and maintenance. A Lime representative will provide you with instructions on how to download and install the necessary remote access software on the server(s).
- Install remote access software obtained from Lime
More information about the software is available here: Danish Finnish Norwegian Swedish
System requirements
Lime cannot support the installation unless the server requirements are met so make sure to validate this at an early stage.
- Verify that the server requirements are met for both application and database server
- Install required software as mentioned in the server requirements
Accounts and credentials
Service accounts
- Create a service account for Lime CRM services according to the server installation instruction
User groups
A local or AD group to contain all users allowed to access LISA, for example Lime CRM Admins is needed.
- Create a local or AD group for Lime CRM Admins
User accounts
Lime personnel will require credentials for one or more user accounts to perform necessary installation and configuration. The account(s) must have administrator rights on the application server and also access to the Lime CRM database (at least db_owner). User accounts may be personal or shared. If personal accounts are required, note that support resolution times may be prolonged.
- Create user account(s) for Lime personnel according to the above, including the support team.
Additional software
The following programs are used by Lime and therefore must be accessible on either a separate client machine (preferred and recommended), on the application server and/or database server.
- SQL Server Management Studio
- SQL Server Integration Services (installed on both the database server and any other server where SSIS packages will be created)
- SQL Server Business Intelligence Development Studio (BIDS) or SQL Server Data Tools (depending on SQL Server version) on the server where SSIS packages will be created. Please note that BIDS or SQL Server Data Tools must be of the same version (release year) as the SQL Server version used.
- Microsoft Office 32-bit edition (only if Office templates are to be developed, not to be installed on any server machine)
- Install additional software according to the above
Certificate and network setup
More information about these steps are available in the server installation guide.
- Acquire a TLS certificate for the desired domain name and store it in the Windows certificate store on the application server. The certificate must be located in the Windows Certificate Store (machine store) and have a private key that is marked as exportable.
- Ensure that DNS, firewalls and any reverse proxies are correctly configured to allow traffic to the application server on port 443
Database Maintanence
To ensure performant database over time, make sure to have a maintanence plan.
Handover
When all preparations are completed, notify Lime and supply the following information:
- Application and database server hostname(s)
- Credentials for the Lime CRM service account
- Credentials for user accounts
- Names of the “Lime CRM Users” and “Lime CRM Admins” groups
- Phone/email of someone technical that we can contact if we run into trouble
- Verification of that a maintanence plan is active for the Lime database