Client installation (Lime CRM Server 10.11 and earlier)

The Lime CRM client can be installed in three different ways, offering maximum flexibility:

• Manual installation by launching the installer wrapper application
• Automatic installation by publishing the installation through Windows Active Directory
• Semi-automatic installation by running a customized script file.

A standard Lime CRM client installation without offline support is performed by launching installer.exe (installer64.exe on 64-bit Windows) and selecting the Install Lime CRM option.

Lime CRM can also be installed and configured to support working in offline mode where a connection to the server is only needed sporadically. To install the Lime CRM client with offline support choose the Install Lime CRM with offline support option when running the installer. Note that offline supports requires configuration on the server.

Publishing the installation through Active Directory and Group Policies is a good alternative if the application is to be installed in the same way to many computers in a network. The application will then be installed when the user next logs on to their workstation and administrator privileges are not required during the installation.

Using this method of installation requires good knowledge of Windows Installer packaging and it also recommended to always try the installation out in a test environment before publishing in production.

To create a script that can be used to install the Lime CRM client, run installer(64).exe and before starting the actual installation process press the Show button to display all commands that would need to be executed in order to install Lime CRM. These commands may then form the basis for a customized installation script.

When installing the Lime CRM client in a multi-user environment e.g. Terminal Services/Remote Desktop Services/Citrix make sure to log on as a user with administrator privileges and install Lime CRM through Control Panel | Add/Remove Programs.

It is possible to customize the installation of Lime CRM through Windows Installer public properties. These installation properties can either be specified in installer.ini (when installing using installer(64).exe) or through parameters when you start the installation package via the command line. They can also be modified when packaging Lime CRM using a Windows Installer Transform (advanced usage).

msiexec /qb /i "\\server\setup\Lime\Lundalogik Lime.msi" ALLUSERS=1 LIMESERVER=lime01 LIMEDATABASE="LIME CRM" LIMEAUTOLOGIN=1

msiexec /qb /i "\\server\setup\Lime\Lundalogik Lime.msi" ALLUSERS=1 LIMEADDINPROGRAMMENU=3 LIMEADDINLIMEALYZER=0 LIMEADDINLIMEALYZER1=0

msiexec /qb /i "\\server\setup\Lime\Lundalogik Lime.msi" ALLUSERS=1 LIMEMSOUTLOOK=00

The following is a list of the installation properties that are specific to the installation package for Lime CRM:

The installation package consists of a number of application features which are possible to choose from when running the installer (.msi package) manually and selecting to do a custom install. These features can either be specified in installer.ini or through parameters passed to Windows Installer in a script. They are typically passed as parameters to one of the standard Windows Installer properties ADDLOCAL, REMOVE, ADDSOURCE, ADDDEFAULT, REINSTALL or ADVERTISE.

msiexec /qb /i "\\server\setup\Lime\Lundalogik Lime.msi" ALLUSERS=1 ADDLOCAL=ALL REMOVE=Limealyzer,Word

msiexec /qb /i "\\server\setup\Lime\Lundalogik Lime.msi" ALLUSERS=1 ADDLOCAL=ALL REMOVE=Application

The following features are available:

Certain document templates that can be used with Lime CRM may contain macros that may need to be executed. Do check whether your Lime CRM system contains macro enabled templates. In order to run these macros the macro security level in Word may need to be adjusted:

Microsoft Word 2003: Open Word and select Macros | Security from the Tools menu. Make sure that one of the alternatives Medium or Low is selected and press OK.

Microsoft Word 2007 and later: Open Word and select the tab Developers. In the Code section click Macro Security and choose the correct level.

Your Lime CRM system may contain action pads and/or VBA guides that require that certain ActiveX components can be loaded. Do check whether your Lime CRM system contains these kind of components. In order to load these components the ActiveX security level may need to be adjusted:

In Windows Control Panel, select Internet Options and then select the tab Security. Select Local Intranet press the Customized level button.

The installer is known not to work as expected in these specific cases:

• If Lime CRM Server is installed onto the same machine as the client and then uninstalled, the Lime CRM client installation must be repaired.
• If Microsoft Outlook is installed but not configured at the time Lime CRM is installed Lime CRM may hang on startup. To solve this problem either configure Outlook by simply starting the application or remove the Outlook addin from the Lime CRM installation by going to Control Panel, Add/remove program, select Lundalogik Lime CRM in the list and choose to modify the installation. In organizations where another messaging system than Outlook is used but where Microsoft Office is installed the recommended method is to install Lime CRM with the installation property LIMEMSOUTLOOK set to 00.
• If the installation is performed with a reduced user interface (silent or basic) the standard behavior in Windows Installer is to install the application for the current user only while the default behavior in other cases is to install the application for all users. This means that if you want to run the installation with a reduced user interface the installation property ALLUSERS must be set to 1.

If there are error messages displayed during the installation your best bet is to first search for the error code or message in the knowledge base found at the Lundalogik support web site. It can also help to re-run the installation with Windows Installer logging enabled.

msiexec /qb /i "\\server\setup\Lime\Lundalogik Lime.msi" ALLUSERS=1 /l*v c:\limesetup.log

Another method of trying to establish what has gone wrong is to set the installation property LIMEDEBUG. The default value is 0 but setting this property a higher number (1, 2 or 3) more and more details are shown as message boxes as the installation progresses.

msiexec /qb /i "\\server\setup\Lime\Lundalogik Lime.msi" ALLUSERS=1 LIMEDEBUG=1

Sometimes it can appear that addins have not been installed when as a matter of fact the problem is that they have not been enabled in Lime CRM. So first verify that the addin in question is present in the list in Tools | Addins. It might be enough to enable the addin by selecting it in the list and checking Loaded/Unloaded and Load on Startup. If Lime CRM does not manage to enable the addin try to repair the installation through Control Panel | Add/remove Programs.

Sometimes an addin may fail to install even though the preconditions required for installation have been met. If for example Lime CRM has been installed before Microsoft Outlook the Outlook addin will not be installed with Lime CRM. This can easily be fixed by going to Control Panel | Add/remove Programs, selecting Lundalogik Lime CRM in the list and by then choosing to modify the installation. In the installer dialog that is displayed it will be possible to add support for E-mail (Outlook).

If however the Outlook addin is not present in the list of available addins even though Outlook is installed, one reason can be that the mechanism that tries to detect whether the preconditions for installation of the addin (e.g. Outlook version) have been met fails for some reason. A workaround for this type of problem is to force the installer to install support for a specific version of Outlook by setting the installation property LIMEMSOUTLOOK.

msiexec /qb /i "\\server\setup\Lime\Lundalogik Lime.msi" ALLUSERS=1 LIMEMSOUTLOOK=12